Buy High Sell Low (@highsell53466) 's Twitter Profile
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@highsell53466

Where fear has done its damage, we find fertile ground.

ID: 1937749820602753024

calendar_today25-06-2025 05:49:21

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Net income from continuing operations $502.5M, driven by $597.4M gain from equity securities revaluation. Adjusted net loss $(91.5)M, up 49% YoY. $NBIS

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Operating expenses $216.3M, up 71% YoY due to depreciation/amortization and investments. Cash used in ops $(167.7)M; Capex $(510.6)M for growth. $NBIS

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Balance sheet: Cash $1.68B; Total assets $5.1B; Debt non-current $978M. Outstanding shares 238.7M, with equity awards for ~21M shares. $NBIS

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Record Q2 revenue $5.87B, up 11% YoY. GAAP EPS $3.94, Non-GAAP EPS $5.06, up 13% YoY. Cash flows from ops $2.19B, a Q2 record. $ADBE

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Digital Media revenue $4.35B, up 12% YoY. Ending ARR $18.09B, up 12.1% YoY. Monthly active users over 700M, up 25% YoY driven by Acrobat and Express AI features. $ADBE

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Digital Experience revenue $1.46B, up 10% YoY. Subscription revenue $1.33B, up 11% YoY. Strong demand for AEP, GenStudio, and Firefly Services. $ADBE

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Raised FY25 guidance: Total revenue $23.50B-$23.60B. Digital Media $17.45B-$17.50B. Non-GAAP EPS $20.50-$20.70. On track to surpass $250M AI-first ARR. $ADBE

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Danaher Q2 2025 Earnings: Revenue $5.94B (+3.5% YoY), core growth +1.5%. Adj EPS $1.80 (+4.7%), beating estimates. Biotech up 8%, Life Sciences flat due to impairment. FY guidance raised to $7.70-$7.80 EPS. $DHR

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Digital Experience revenue $1.46B, up 10% YoY. Subscription revenue $1.33B, up 11% YoY. Strong demand for AEP, GenStudio, and Firefly Services. $ADBE

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$ASTS just outsmarted physics with their low-orbit magic – direct phone signals from space? Game over for towers and fiber. This undervalued beast is exploding; doubters will eat their words!

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Danaher segment details Q2 2025: Biotech $1.85B (+8% YoY, core +6%, adj op margin +150bps to 41%). Life Sciences $1.78B (+0.5%, core -2.5% due to impairment). Diagnostics $2.31B (+2%, core +2%). As of Aug 19, $DHR at ~$209, down 12% YTD.

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Tesla Q2 2025 Earnings: Revenue $22.5B (-12% YoY), missing estimates slightly. GAAP EPS $0.33 (-18%), adj $0.40 (-23%), in line. Deliveries 384K (-13%). Energy deployments 9.6 GWh (+2%). $TSLA

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Tesla Automotive Q2: Revenue $16.7B (-16% YoY), regulatory credits $439M (-51%). Produced 410K vehicles (flat), deliveries down 13%. First autonomous Model Y delivery achieved. $TSLA

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Intel Q2 2025 Earnings: Revenue $12.9B (+0.2% YoY), above outlook by $1.1B. Non-GAAP GM 29.7% (-9ppts), EPS -$0.10 (-$0.12). GAAP EPS -$0.67 on impairments. $INTC

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Intel Client Computing Q2: Revenue $7.6B (-4% YoY), op income $2.1B. Data Center/AI $4.1B (+5%), op income $0.6B. Demand in AI servers and PC refresh. $INTC

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Intel Foundry Q2: Revenue $4.7B (+7% YoY), op loss $3.2B (-71.7% margin). Progress on Intel 18A wafers in AZ, scaling packaging. $INTC

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Intel All Other Q2: Revenue $0.9B (-10% YoY), op income $69M. Altera sale expected Q3, Mobileye improving. Headcount cuts complete, simplifying ops. $INTC

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Intel Financials Q2: Adjusted free cash flow -$1.1B. Restructuring/impairments impacted profitability. Non-GAAP op income -$0.5B. Cash $29.3B. $INTC

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Intel Outlook: Q3 revenue $12.6-13.6B, non-GAAP GM 36%, EPS $0.00. FY25 net capex $8-11B, op expenses $17B. As of Aug 23 2025, $INTC at $24.80, down ~50% YTD. Analysts hold, avg PT $23. $INTC