Key developments that have caused AMD stock to decline recently: 1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors: $Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share. 2️⃣ Order Cut and Analyst Note: Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock. ​3️⃣ New Licensing Requirements for Sales to China: The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government. ​4️⃣ Possible US Government Partnership in $INTC: The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness. #AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSector

GM TITANS! Excited about this week...

🇨🇳Xiaomi Q2 Earnings Summary 🔹 Revenue: ¥115.96 billion (Estimated ¥114.94 billion) 🟢; 30.5% YoY increase; 4.2% QoQ increase 🔹 Operating Profit: ¥13.44 billion (Estimated ¥10.43 billion) 🟢; 128% YoY increase 🔹 Net Income: ¥11.90 billion (Estimated ¥8.88 billion) 🟢; 134% YoY increase 🔹 Adjusted Net Income: ¥10.83 billion (Estimated ¥10.23 billion) 🟢; 75% YoY increase 🔹 Gross Profit: ¥26.1 billion; 42% YoY increase 🔹 Gross Margin: 22.5%; 1.8% YoY increase Segment Results: 🔹 Smartphone × AI IoT Revenue: ¥94.7 billion; 15% YoY increase 🔹 Smartphones: ¥45.5 billion; 2% YoY decrease; shipments 42.4 million (0.6% YoY increase) 🔹 Internet of Things & Lifestyle: ¥38.7 billion; 45% YoY increase 🔹 Internet Services: ¥9.1 billion; 10% YoY increase; 75% profit margin 🔹 Smart Electric Vehicle, AI & Startups: ¥21.3 billion; 234% YoY increase 🔹 Electric Vehicle Deliveries: 81,302 units (198% YoY increase); ASP ¥253,662 (+11% YoY) Operational Metrics: 🔹 Global Smartphone Shipments: 42.4 million; 14.7% market share (Top 3 globally, 20th consecutive quarter) 🔹 Connected Internet of Things (IoT) Devices: 989 million (+20% YoY) 🔹 Global Monthly Active (MAU): 731 million (+8% YoY) 🔹 R&D Expenditure: ¥7.8 billion (+41% YoY) Cash and Liquidity: 🔹 Operating Cash Flow: ¥23.5 billion 🔹 Cash and Cash Equivalents: ¥36 billion Management Comment: 🔸 "We achieved record revenue and profitability in the smartphone, Internet of Things (IoT), and electric vehicle segments." 🔸 "Premium strategy drives share gains in China's 4,000-6,000 RMB smartphone lineup." 🔸 "Electric vehicle growth continues - YU7 launch attracts over 240,000 orders in 18 hours."

$RCAT Red Cat Holdings Balance Sheet Summary 💰 Financial Status The company reported quarterly revenue of $3.2 million (down 50% year-over-year). Net loss of $13.3 million (up 63% year-over-year). Gross profit increased by 40% year-over-year to $375,000. Cash and receivables totaled $66.9 million at the end of the quarter. Inventory and deposits of $21 million are being prepared for production capacity. Loss per share was reported as $0.15. 🛡️ Operational Developments - TD3 LRP contract signed with the US Army: 690 SRR Black Widow drone systems will be delivered. - AS9100 certification received: Quality and safety standard in the defense industry. - Production partnership established with ESAero: Outsourced support will be provided for mass production. - Expansion into the USV (Uncrewed Surface Vessel) segment: Product diversity is increasing with naval vessels. 📌 Strategic Notes - The company's liquidity position is sufficient to provide more than 20 quarters of operational capital at its current revenue level. - The defense-focused transformation offers the potential to increase profitability with higher-margin contracts. - The expansion of the SRR budget for 2026 strengthens the forward-looking revenue outlook.

📊 $LLY | Eli Lilly Q2'25 Financial Results Strong Growth, Deepening Pipeline 🔹 Revenue: $15.56B (+38% YoY) 🟢 🔹 Adjusted EPS: $6.31 (+61% YoY) 🟢 🔹 Zepbound: $3.38B (+172%) 🔹 Mounjaro: $5.20B (+68%) 💡 Zepbound and Mounjaro solidify Eli Lilly's leadership in the metabolic diseases segment, with this quarter's results demonstrating momentum for both prescription penetration and patient acceptance of these products. 📌 FY25 guidance revised upward: ▫️ Revenue: $60–62B ▫️ Adj. EPS: $21.75–$23.00 🔬 Positive developments in the pipeline (Orforglipron, Jaypirca, Kisunla) present very strong catalysts that will support growth in the medium to long term. 💼 It also appears to be continuing its focus on innovation with the acquisitions of SiteOne and Verve Therapeutics and the Purdue collaboration. 📈 Comment: Eli Lilly is demonstrating not only strong sales growth but also a structural transformation. Supported by its leadership in the GLP-1 class, cardiometabolic protection data, and R&D investments, the pipeline offers a defensive and growth combination for long-term investors. #LLY #EliLilly #Balance Sheet #GLP1 #Zepbound #Mounjaro #HealthcareSector #StockAnalysis

🎮 $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

Gm Cowboys and Cowgirls

GM Gm gM gm Cryptonaut! ☕️ #changemakersnft

Gm Gm Nauts. Happy coffee on a weekend

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GM Cryptonaut! #Bullish vibe for #Cardano https://www.ainvest.com/news/cardano-integrates-apple-devices-cardanokit-2507/

Gm Gm. Happy Monday