Amazon ( $AMZN ) reported results for Q2 2025. Market punished the stock (down 8% ) despite triple beat !! So, what happened ?

When Wall Street comes in, it comes in Big !! Don’t know why OGs hate this onslaught of TradFi money in ecosystem. If they believe Bitcoin is open and inclusive, then it should not be closed for Wall Street players.

Another busy week of earnings coming up. Here's the list of companies I will be watching. $PLTR -Like the business, not the stock price. Watching operating margins, Share dilution and growth in commercial segment $MELI - Advertising and Credit portfolio worth keeping an eye on.

Same price, but different emotions, because perception is more real than reality. $IBIT, $BTC, Bitcoin

It is terrifying how some finfluencers paint a rosy picture without telling you where thorns lie. To achieve the CAGR of 40%, it may have to go through huge drawdowns and you could the collateralized Bitcoins in liquidation process. There's no borrowing without any risk.

Have to add a few more companies to the list. $ANET - De-risking of customer concentration, Status of AI builds and competitive positioning of SpectrumX against Nvidia $CPNG - Operational improvements in Farfetch and Taiwan/Japan expansion. $JMIA - Operational improvement,

Healthcare sector has been dead money for past 3 years. Here's the plot of $XLV (Healthcare ETF). Healthcare is ~18% of our GDP, but the shareholders haven't benefitted a penny in 3 years. Is it a value play now?

During earnings call,Alex Chriss highlighted the future growth levers for PayPal. Here they are : Agentic Commerce - launched first remote MCP Servers for ecommerce Advertisement: Launched offsite Ads in Q2 and added storefront Ads Stablecoins: We added the ability to

A quick peek into Q2 2025 Earnings from retail favorite Palantir ( $PLTR ). The business continues to roll on full steam ! Quarter Summary: Financial Metrics 🟢 Revenue ↑ 48.1% to 1B 🟢 Gross Profit ↑ 47.5% to 810.76M 🟡 Gross Margin ↓ -0.3 % to 80.8% 🟢 Operating

Mercado Libre ( $MELI ) reported Q2 2025 results and the stock is down 6% after hours to $2254 What happened? Quarter Summary: Financial Metrics 🟢 Revenue ↑ 33.8% to 6.79B 🟢 Gross Profit ↑ 30.8% to 3.09B 🟡Gross Margin ↓ -1.1 % to 45.6% 🟢 Operating Income ↑ 13.6% to

Tis will probably attract hate from fans of Palantir ( $PLTR ). Palantir management's claim of scoring 94% on Rule of 40 is bogus ! Reason : Palantir has its own Rule of 40, which is different from rest of industry. Industry : Revenue Growth + EBITDA Margin Palantir has its

After digesting the earnings call, market realized that decrease in margin this Q was due to money spent well and the stock is now up 1.7% today. Make up your mind Mr. Market !! $MELI

Mercado Libre CFO is on Bloomberg. Bloomberg is broadcasting it under Live TV, but is is definitely not live. $MELI shares are up 3% at this time and not down.

Mercado Libre ( $MELI ) presentation is the best in class when it comes to reporting operating and financial metrics. But, even this slide does not show currently small, albeit fast growing business of Mercado Libre. You have to dig through the shareholder letter and earnings

Coupang ( $CPNG ) reported results for Q2 2025. No surprises for the market, just nice execution. Good to see traction in developing offerings (Taiwan) as it would be the next growth driver for the business. Here's a quick glance on the results Quarter Summary: Financial

Arista Networks ( $ANET ) reported Q2 2025 earnings and the stock is up ~13% to $133. And why not? Company had double beat and raised guidance for Q3. Here's quick glance Quarter Summary: Financial Metrics 🟢 Revenue ↑ 30.4% to 2.2B >>Beat 🟢 Gross Profit ↑ 31.1% to 1.44B