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If you see ethical issues in a company's governance, you'll stay away from it.
SMCI, initially shaken by accounting scandals, yesterday lowered its 2026 revenue forecast from $40 billion to $33 billion.
SMCI had presented such an ambitious target to recover from the accounting scandal.
Today, we understand it was a fabrication.
It's a great stock to trade, but it's definitely not an investment stock.If you see ethical issues in a company's governance, you'll stay away from it. SMCI, initially shaken by accounting scandals, yesterday lowered its 2026 revenue forecast from $40 billion to $33 billion. SMCI had presented such an ambitious target to recover from the accounting scandal. Today, we understand it was a fabrication. It's a great stock to trade, but it's definitely not an investment stock. -
According to analyst Ming-Chi Kuo, US President Donald Trump's alleged $300 billion investment in Taiwan Semiconductor Manufacturing Company (TSMC) is paving the way for upcoming semiconductor tariffs.
According to Kuo, this claim is part of Trump's negotiating tactic. Noting that the officially announced investment is $165 billion, Kuo believes Trump aims to start negotiations with this high figure and then offer a discount.
#TSMC #TSM #DonaldTrump #Semiconductor #US #Economy #TariffWar #InvestmentAccording to analyst Ming-Chi Kuo, US President Donald Trump's alleged $300 billion investment in Taiwan Semiconductor Manufacturing Company (TSMC) is paving the way for upcoming semiconductor tariffs. 📈 According to Kuo, this claim is part of Trump's negotiating tactic. Noting that the officially announced investment is $165 billion, Kuo believes Trump aims to start negotiations with this high figure and then offer a discount. #TSMC #TSM #DonaldTrump #Semiconductor #US #Economy #TariffWar #Investment -
German Factory Orders Drop Unexpectedly in June
June 2025: -1.0% (Expected: +1.0%)
May (revised): -0.8%
Second consecutive month of decline!
Main reason:
– Sharp decline of -23.1% in aircraft, ship, train, and military vehicle orders
– Demand also weakened for automotive and metal products
Electrical equipment orders increased
3-month average (Q2): +3.1%
– Orders brought forward ahead of global tariff hikes and the trade recovery in the Eurozone supported
#Germany #DAX #EWG #Economy #IndustrialOrders #EURUSD #RecessionRisk📉 German Factory Orders Drop Unexpectedly in June 🔹 June 2025: -1.0% (Expected: +1.0%) ❌ 🔹 May (revised): -0.8% 🔹 Second consecutive month of decline! 📉 Main reason: – Sharp decline of -23.1% in aircraft, ship, train, and military vehicle orders ✈️🚢🚆 – Demand also weakened for automotive and metal products 🚗🔧 🔌 Electrical equipment orders increased ✅ 📊 3-month average (Q2): +3.1% – Orders brought forward ahead of global tariff hikes and the trade recovery in the Eurozone supported 🌍📦 #Germany #DAX #EWG #Economy #IndustrialOrders #EURUSD #RecessionRisk -
Ultimately, all countries will adopt it. Blockchain is real and the future! Thank you, Satoshi Nakamoto!Ultimately, all countries will adopt it. Blockchain is real and the future! Thank you, Satoshi Nakamoto!
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WATCH: How to Claim $NIGHT Glacier Drop Using Yoroi Wallet Extension
#YoroiWallet
#night
#changemakersnft
WATCH: How to Claim $NIGHT Glacier Drop Using Yoroi Wallet Extension #YoroiWallet #night #changemakersnft -
Oscar ($OSCR), like its competitors, has been negatively impacted by the rise in the US morbidity rate.
Morbidity refers to the average health deterioration in the US population.
While the exact cause is unknown, Americans are now less healthy.
The impact is reflected in the "Medical loss ratio" line on the income statement. This means the company is now paying more premiums back to policyholders as claims.
I thought morbidity could be a problem, but Oscar could manage it with artificial intelligence applications.
It seems I was wrong, at least for now.
I was predicting OSCR could better select and price patients with AI, but that's been a lie for now.
Oscar Health 2025 Q2 Results Announced!
Oscar Health announced its Q2 2025 financial results. While revenue and EPS fell short of expectations, the company maintained its year-end revenue guidance. Here are the details:
Revenue: 2.86 Billion (Expected 2.92 Billion)
Earnings per Share (EPS): -0.89 (Expected -0.84)
Memberships: 2.03 Million (+29% YoY increase)
Annual revenue guidance remained unchanged at 12.0 Billion - 12.2 Billion. The company stated that it experienced a loss in the quarter due to increased risk adjustment costs in the insurance market.
CEO Mark Bertolini: "We believe the individual market has long-term potential and that the future is in healthcare."
#OscarHealth #OSCR #Finance #StockMarket #Technology #Healthcare #Investment #EconomyOscar ($OSCR), like its competitors, has been negatively impacted by the rise in the US morbidity rate. Morbidity refers to the average health deterioration in the US population. While the exact cause is unknown, Americans are now less healthy. The impact is reflected in the "Medical loss ratio" line on the income statement. This means the company is now paying more premiums back to policyholders as claims. I thought morbidity could be a problem, but Oscar could manage it with artificial intelligence applications. It seems I was wrong, at least for now. I was predicting OSCR could better select and price patients with AI, but that's been a lie for now. 📈 Oscar Health 2025 Q2 Results Announced! 📉 Oscar Health announced its Q2 2025 financial results. While revenue and EPS fell short of expectations, the company maintained its year-end revenue guidance. Here are the details: 🔹 Revenue: 2.86 Billion (Expected 2.92 Billion) 🔴 🔹 Earnings per Share (EPS): -0.89 (Expected -0.84) 🔴 🔹 Memberships: 2.03 Million (+29% YoY increase) Annual revenue guidance remained unchanged at 12.0 Billion - 12.2 Billion. The company stated that it experienced a loss in the quarter due to increased risk adjustment costs in the insurance market. CEO Mark Bertolini: "We believe the individual market has long-term potential and that the future is in healthcare." #OscarHealth #OSCR #Finance #StockMarket #Technology #Healthcare #Investment #Economy -
$U | Unity Q2 2025 Earnings Summary
Revenue: $440.9M (expected $426.7M)
→ However, -2% YoY contraction
Adj. EPS: $0.18 (expected -$0.28)
Q2 Segment Details:
Create Solutions: $154M (+2% YoY)
Grow Solutions: $287M (-4% YoY)
Unity Ad Network: +15% QoQ → 49% of the Grow segment
Q3 Guidance:
Revenue: $440M–$450M (expected $445.1M)
Adj. EBITDA: $90M–$95M
"Grow" segment: Mid-single-digit quarterly growth expected
"Create" segment: Slight contraction expected
Operational Data:
Adj. EBITDA: $90M (21% margin)
Free Cash Flow: $127M (previously $80M)
Net Operating Cash: $133M (previously $88M)
Cash & Cash Equivalents: $1.70B ($1.53B in December 2024)
CEO Matt Bromberg:
This quarter is a turning point for Unity. Our Unity Vector strategy is reshaping our growth potential. We surpassed the upper bounds in both revenue and EBITDA.
Comment:
Unity delivered a strong positive surprise in EPS and EBITDA, but annual revenue remains negative. The growth side is declining, but the ad network's recovery is positive. The create side is experiencing stable but limited growth. There is a significant improvement in cash flow, and the balance sheet is becoming more resilient.
The "Unity Vector" strategy may herald a transformation.
Limited growth in the short term, with a more aggressive recovery possible in the medium term.
Margins are strong, and operational efficiency is improving.
Unity is still in transition, but signs of a bottoming out are becoming clear.
#Unity #U #Earnings #GameDev #AdTech #Q22025 #TechStocks #TradersPub #Investment #BalanceSheetAnalysis🎮 $U | Unity Q2 2025 Earnings Summary 🔹 Revenue: $440.9M (expected $426.7M) ✅ → However, -2% YoY contraction 🔹 Adj. EPS: $0.18 (expected -$0.28) ✅ 📊 Q2 Segment Details: 🔸 Create Solutions: $154M (+2% YoY) 🔸 Grow Solutions: $287M (-4% YoY) 🔸 Unity Ad Network: +15% QoQ → 49% of the Grow segment 📈 Q3 Guidance: 🔹 Revenue: $440M–$450M (expected $445.1M) ➖ 🔹 Adj. EBITDA: $90M–$95M 🔹 "Grow" segment: Mid-single-digit quarterly growth expected 🔹 "Create" segment: Slight contraction expected 💰 Operational Data: 🔹 Adj. EBITDA: $90M (21% margin) 🔹 Free Cash Flow: $127M (previously $80M) 🔹 Net Operating Cash: $133M (previously $88M) 🔹 Cash & Cash Equivalents: $1.70B ($1.53B in December 2024) 🗣️ CEO Matt Bromberg: This quarter is a turning point for Unity. Our Unity Vector strategy is reshaping our growth potential. We surpassed the upper bounds in both revenue and EBITDA. 📌 Comment: Unity delivered a strong positive surprise in EPS and EBITDA, but annual revenue remains negative. The growth side is declining, but the ad network's recovery is positive. The create side is experiencing stable but limited growth. There is a significant improvement in cash flow, and the balance sheet is becoming more resilient. 🔸 The "Unity Vector" strategy may herald a transformation. 🔸 Limited growth in the short term, with a more aggressive recovery possible in the medium term. 🔸 Margins are strong, and operational efficiency is improving. Unity is still in transition, but signs of a bottoming out are becoming clear. #Unity #U #Earnings #GameDev #AdTech #Q22025 #TechStocks #TradersPub #Investment #BalanceSheetAnalysis -
Marbles for Cardano tonight at 8:30 pm EST! Join me on Twitch and type !play before each race starts. Earn Cardano Native Tokens if you win in the top 3. Tonight's reward is going to be $HOSKY! Join my Discord to claim rewards and follow me on Twitch!
Twitch - https://www.twitch.tv/hattyhatss
Discord - https://discord.gg/UQqFRgzCkGMarbles for Cardano tonight at 8:30 pm EST! Join me on Twitch and type !play before each race starts. Earn Cardano Native Tokens if you win in the top 3. Tonight's reward is going to be $HOSKY! Join my Discord to claim rewards and follow me on Twitch! Twitch - https://www.twitch.tv/hattyhatss Discord - https://discord.gg/UQqFRgzCkG -
TRUMP'S FIRM MESSAGE TO THE CHIP INDUSTRY:
"We will impose 100% tariffs on all chips!"
Massive tariffs are coming on semiconductors coming from outside the US.
However, there will be no extra cost for companies investing in the US.
Washington appears determined to bring production domestically.
#Trump #Chip #Semiconductor #Trade #US #TechWar📢 TRUMP'S FIRM MESSAGE TO THE CHIP INDUSTRY: 💥 "We will impose 100% tariffs on all chips!" 💥 Massive tariffs are coming on semiconductors coming from outside the US. 🇺🇸 However, there will be no extra cost for companies investing in the US. ➡️ Washington appears determined to bring production domestically. #Trump #Chip #Semiconductor #Trade #US #TechWar
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