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Marketgenius

@MarketgeniusApp

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A new way of looking at stock data. Analyze market dynamics, invest with confidence. Out now!πŸ‘‡ https://t.co/v7SFRpggws

Joined May 2025
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@MarketgeniusApp
Marketgenius
2 months
🏠 $OPEN first PROFITABLE quarter in 3 years πŸ“ˆ βœ… $23M EBITDA vs -$5M last year βœ… $1.6B revenue (+5%) βœ… Now partnering WITH agents Plot twist: They’re becoming a platform, not just a product πŸ”„ Housing market brutal but they’re adapting… Smart pivot or dead cat bounce? πŸ€”
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@MarketgeniusApp
Marketgenius
11 hours
$ASML earnings reveal strategic tech advances beyond the headline numbers πŸ”¬ High NA EUV adoption gaining momentum as planned πŸ“¦ Shipped first Advanced Packaging product - TWINSCAN XT:260 (4x productivity boost) πŸ€– Mistral AI partnership embedding intelligence across entire
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@MarketgeniusApp
Marketgenius
12 hours
$ASML beats Q3 expectations - chip equipment giant sees AI tailwinds offsetting China concerns πŸ’° Q3 revenue €7.5B, net income €2.1B in line with guidance πŸ“¦ EUV bookings €3.6B of €5.4B total orders πŸš€ Q4 guidance: €9.2-9.8B (very strong quarter expected) ⚠️ 2026 China
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@MarketgeniusApp
Marketgenius
1 day
$DPZ delivers earnings beat - pizza chain crushes estimates across the board πŸ• EPS $4.08 vs $3.96 est (beat by 3%) πŸ’° Revenue $1.15B vs $1.14B est πŸ“ˆ Stock rallies on Q3 outperformance 🎯 DoorDash partnership and digital strategy paying dividends See the full picture πŸ‘‡
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@MarketgeniusApp
Marketgenius
1 day
Michael Burry’s portfolio printing green today - β€œI may have been early, but I’m not wrong” πŸ’„ $EL leading +5.8% as beauty rebounds πŸ₯ Healthcare plays: $UNH +1.2%, $REGN -1.2% πŸ›οΈ Consumer bets: $LULU +1.4%, $MELI +2% πŸ”¬ $BRKR +2.7% rounding out winners See full portfolio
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@MarketgeniusApp
Marketgenius
1 day
$UNH down 30% YTD as healthcare cost pressures mount - earnings Oct 28 could set tone for turnaround πŸ“‰ Withdrew then reinstated 2025 guidance after Q2 miss 🎯 Q3 EPS expected around $2.84, MLR 90.7% πŸ’‘ 2026 outlook most critical - analyst sees modest upside to mid-high single
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@MarketgeniusApp
Marketgenius
2 days
$ON rockets 9.5% - biggest Nasdaq 100 gainer as AI chip euphoria spreads ⚑ Riding Broadcom-OpenAI custom accelerator wave πŸ€– Entire semiconductor supply chain catching AI infrastructure bid πŸ‡¨πŸ‡³ Trump’s softer China tone removing overhang πŸ’° No company-specific news - pure sector
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@MarketgeniusApp
Marketgenius
2 days
S&P 500 stages powerful rebound - semiconductors and industrials crush the comeback πŸš€ Leading the charge: $ALB +10%, $AVGO +9.6%, $MPWR +8.9%, $BBY +8.8%, $ON +8.3% πŸ’ͺ Chip stocks dominating: $MCHP +5.6%, $HPQ +5.7% πŸ“‰ Laggards: $FAST -4.9%, $LVS -5%, casino/consumer names
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@MarketgeniusApp
Marketgenius
2 days
$CRM launches Agentforce 360 globally - AI agents that actually do the work, not just chat πŸ€– 12,000 customers including Reddit, OpenTable, Adecco already onboard ⚑ Slack integration bringing conversational AI to enterprise workflows πŸ’Ό Market shift from chatbots to
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@MarketgeniusApp
Marketgenius
2 days
$MSFT and SoftBank circle Wayve for $2B autonomous driving bet - $8B valuation on the table πŸš— UK self-driving startup raising massive round after $1B SoftBank-led raise last year 🎯 $NVDA already signed letter of intent for $500M 🌍 Expanding testing to Germany and Japan πŸ’° AI
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@MarketgeniusApp
Marketgenius
2 days
$DPZ earnings preview - pizza wars heating up as delivery strategy faces test πŸ• US same-store sales growth most critical metric πŸš— DoorDash partnership rollout - incremental orders or cannibalization? πŸ’° Margins under pressure from commodity and labor costs πŸ“± Digital sales mix
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@MarketgeniusApp
Marketgenius
3 days
$TSM earnings Thursday Oct 16 - AI chip kingmaker faces the music 🎯 Key watch: Will they raise 30% revenue growth guidance again? πŸ€– HPC/AI revenue share hit 60% last quarter - climbing to 65%? πŸ’° Gross margin pressure from Taiwan dollar strength ⚑ CoWoS packaging capacity
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@MarketgeniusApp
Marketgenius
3 days
S&P 500 valuation divide hits extreme levels - value vs growth gap widening 🟒 Bargain basement: $ORLY 2.3x, $VTRS 3.7x, $TSCO 4.9x, $GM 5.2x forward P/E πŸ”΄ Stratospheric multiples: $BA 448x, $VTR 423x, $PLTR 373x, $HOOD 209x πŸ“Š Traditional industrials priced for decline,
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@MarketgeniusApp
Marketgenius
3 days
$SHOP rockets 78% in 6 months - commerce platform dominance accelerating πŸ“Š Q2 revenue up 31% YoY beating estimates 🌍 Europe GMV outpacing company growth 🏒 Landing enterprise clients like Starbucks πŸ€– AI tools driving merchant value creation What are your thoughts? πŸ‘‡ #SHOP
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Marketgenius
4 days
$TSLA whipsaws on mixed signals - record deliveries then reality check hits πŸš— Q3 deliveries surged before $7.5K tax credit expired Sept 30 πŸ’° New stripped-down Model Y/3 under $40K disappoints investors ⚠️ NHTSA probing 2.9M vehicles over FSD traffic violations πŸ“‰ Market wanted
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@MarketgeniusApp
Marketgenius
4 days
πŸ”₯ Top 8 S&P500 movers Friday Oct 10 πŸ“Š Winners: βœ… $PEP +3.74% Q3 earnings beat βœ… $AZO +2.78% $1.5B buyback βœ… $MKTX +3.03% Losers: ❌ $SNPS -9.41% trade war carnage ❌ $MOS -9.21% production miss ❌ $TER -9.03% Tech got destroyed. Staples held strong πŸ’ͺ Click the link below
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@MarketgeniusApp
Marketgenius
4 days
🎯 $ASML reports Wed Oct 15 - THE semiconductor bellwether πŸ“‘ ⚑ 2026 guidance (AI/HBM boom?) πŸ”¬ High-NA EUV orders ($400M each!) 🌍 China export impact update πŸ’° €1.3B Mistral AI deal results Stock ripped 30% last month πŸ”₯ Click the link below to see the full statistics πŸ‘‡
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@MarketgeniusApp
Marketgenius
4 days
🚨 MONSTER earnings week Oct 13-17! πŸ“Š Chip wars heat up: ⚑ $ASML Wednesday - AI demand indicator πŸ”₯ $TSMC Thursday - Apple’s chipmaker reports Banking tsunami: πŸ’° $BAC $MS $UAL Wednesday πŸ’³ $AXP Friday - consumer spending test Big week for growth + value investors πŸ‘€
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@MarketgeniusApp
Marketgenius
5 days
Market bloodbath as China trade war fears escalate - tech getting hammered πŸ’₯ $MOS -8.5%, $EL -6.7%, $AMD -6.1% leading the carnage πŸ”΄ Semis crushed: $MCHP -6.1%, $TER -6.2%, $ON -5.8% ⚠️ Trump threatens β€œmassive” China tariff hike πŸ“‰ Rare earth export controls fueling panic
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@MarketgeniusApp
Marketgenius
6 days
$STZ crashes 17% in September after slashing FY26 outlook - high-end beer demand cracking πŸ“‰ EPS guidance cut from $12.60-12.90 to $11.30-11.60 🍺 Corona/Modelo demand decelerating among Hispanic consumers ⚠️ Beer sales now projected down 2-4% vs prior flat-to-growth forecast πŸ’”
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@MarketgeniusApp
Marketgenius
7 days
Fed minutes reveal deep division on rate cuts - consensus cracking under pressure πŸ”€ Most officials support further 2025 cuts despite inflation concerns ⚠️ Some argued for holding rates steady as progress stalls πŸ”₯ New governor Miran pushed for aggressive half-point cut instead
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