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โ Finding Compounders
RT @gainify_io: ๐ The busiest earnings day of the week, just before the Easter break.
Before Open: $UNH $AXP $SCHW $MMC $INFY
After Close: All eyes on $NFLX
Consensus estimates are in. Will we see big beats or notable misses?
Track it all on https://t.co/3KIppfq4OO https://t.co/2xPIgVRN9p
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RT @gainify_io: ๐ The busiest earnings day of the week, just before the Easter break.
Before Open: $UNH $AXP $SCHW $MMC $INFY
After Close: All eyes on $NFLX
Consensus estimates are in. Will we see big beats or notable misses?
Track it all on https://t.co/3KIppfq4OO https://t.co/2xPIgVRN9p
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Offshore
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โ Finding Compounders
Use @gainify_io to track your investments.
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Use @gainify_io to track your investments.
๐
The busiest earnings day of the week, just before the Easter break.
Before Open: $UNH $AXP $SCHW $MMC $INFY
After Close: All eyes on $NFLX
Consensus estimates are in. Will we see big beats or notable misses?
Track it all on https://t.co/3KIppfq4OO https://t.co/2xPIgVRN9p - Gainifytweet
Offshore
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โ Finding Compounders
Iโm the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/X8LZ5SB9GD
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Iโm the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/X8LZ5SB9GD
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โ The Kobeissi Letter
BREAKING: President Trump says Fed Chair โPowellโs termination cannot come fast enough.โ https://t.co/clE63Kqhzp
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BREAKING: President Trump says Fed Chair โPowellโs termination cannot come fast enough.โ https://t.co/clE63Kqhzp
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โ Dimitry Nakhla | Babylon Capitalยฎ
Taiwan Semi $TSM Q1 Earnings Report๐ฏ
Rev: $25.53B vs $23.92B estโ | +35% YoY
EPS: $2.12 vs $1.82 est โ | +54% YoY
___
% of total wafer revenue
3 nm 22%
5 nm 36%
7 nm 15%
___
Guidance ๐๐ฝ
Rev Q2 2025: $28.4B - $29.2B https://t.co/6o6sKNrv19
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Taiwan Semi $TSM Q1 Earnings Report๐ฏ
Rev: $25.53B vs $23.92B estโ | +35% YoY
EPS: $2.12 vs $1.82 est โ | +54% YoY
___
% of total wafer revenue
3 nm 22%
5 nm 36%
7 nm 15%
___
Guidance ๐๐ฝ
Rev Q2 2025: $28.4B - $29.2B https://t.co/6o6sKNrv19
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โ Quiver Quantitative
BREAKING: New stock trades from Representative Bruce Westerman.
He bought oil and gas companies: Exxon, Chevron, BP, and ConocoPhillips.
He is the chair of the Committee on Natural Resources.
These are the first trades we have seen from him, since he entered Congress in 2015. https://t.co/14XatQ5Bvv
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BREAKING: New stock trades from Representative Bruce Westerman.
He bought oil and gas companies: Exxon, Chevron, BP, and ConocoPhillips.
He is the chair of the Committee on Natural Resources.
These are the first trades we have seen from him, since he entered Congress in 2015. https://t.co/14XatQ5Bvv
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โ Investing visuals
Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China๐ https://t.co/DdtdkpUcwN
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Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China๐ https://t.co/DdtdkpUcwN
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