📊 $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

🧠 $BMNR | The art of Ethereum accumulation, or a strategy lesson? 🔹 July 29: 625K $ETH purchased, avg: $3,755 🔹 August 4: Position increased to 833K ETH, avg cost $3,492 🔹 Was the new 208K ETH purchased at an average price of $2,702? ❗️Yet, spot ETH never fell below $3,380 during this period. ➡️So how did BMNR buy at such a low price? Answer: Could be forward agreements or structured derivatives contracts. ETH was around $2,500 during the "big bang" announcement at the end of June. Call rights were likely created at that time and are now being activated. This may be the reason for the recent surge in the stock: Investors are waking up to this strategic buying. If ETH additions continue at this rate, BMNR will be one of the few companies collecting below the spot price. Tommy L and his team may be making a very smart play. #ETH #Ethereum #BMNR #CryptoStocks #Blockchain #InvestmentStrategy #SmartMoney

🧠 DA Davidson downgrades $IONQ: 🔻 Buy → Neutral, target: $35 🗣️ Analyst: “The quantum revolution is coming, but IonQ’s short-term outlook is murky. The roadmap is unclear, and risks have increased.” 🚧 Investment continues, but visibility is low → A “stay on the sidelines” position has been adopted. ➡️ Long-term is exciting, short-term is a question mark... Not investment advice!!! #IONQ #QuantumComputing #Quantum #StockAnalysis #StockMarket

$QSI Quantum-Si Takes Strategic Steps Despite Challenges in Q2 2025 Proteomics technology company Quantum-Si announced its financial results for Q2 2025. The company faced a challenging quarter due to the near-halt of capital acquisitions by academic laboratories in the US and uncertainty surrounding NIH funding. Second-quarter revenue of $591K fell short of expectations. Operating expenses increased year-over-year to $30.5 million, with a net loss of $28.8 million. However, the company is responding to this challenging period with innovative solutions. For customers struggling to make capital expenditures, new instrument acquisition options with no upfront costs have been offered, and these models have already won initial customers. This strategy aims to meet the demand for consumables, particularly from customers who have operating budgets but cannot afford capital expenditures. Steps are also being taken for the future. Having doubled its pipeline of opportunities in the pharmaceutical and biotechnology sectors, the company has also made significant progress in its Proteus development program, scheduled for launch in 2026. Furthermore, the recently completed $50 million capital increase strengthened the company's cash position, and its financial resilience is expected to continue into the second quarter of 2028. As of June 30, 2025, the company had $214.2 million in cash and securities investments.

📊 $CELH | Celsius Holdings Q2 25 Earnings 🔥 🚀 Revenue: $739.3M (Considered: $654.3M) 🟢 +84% YoY 💵 EPS (Adjusted): $0.47 (Considered: $0.24) 🟢 +68% YoY 📦 EBITDA: $210.3M ➕ +109% YoY 📈 US Ready-to-Energy Drink Market Share: 17.3% (+180bps) ▫️ CELSIUS: 11% (-130bps) ▫️ Alani Nu: 6.3% (+310bps) 🛒 Retail Sales Growth (YoY): ▫️ CELSIUS: +3% ▫️ Alani Nu: +129% ▫️ Total Portfolio: +29% 🌎 Revenue Breakdown: ▫️ North America: $714.5M (+87%) ▫️ International: $24.8M (+27%) 🎯 CEO: We're shaping the category with Celsius and Alani Nu. Sugar-free, functional energy is our responsibility! #CELH #Earnings #Celsius #AlaniNu #EnergyDrink #BalanceSheet #FinancialData #Investment

$AAPL Apple and $NVDA Nvidia will be exempt from tariffs thanks to their US investments! 🇺🇸💰 Donald Trump announced that he will impose new tariffs of up to 100% on chips and semiconductors to encourage domestic production. However, he stated that companies that have invested heavily in the US, such as Apple and Nvidia, will not be affected by these tariffs. This development coincides with decisions by tech giants to increase their investments in the US. Apple's announcement of an additional $100 billion investment is one of the most concrete examples of this decision. #Trump #Apple #Nvidia #Tariff #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

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 #Economy

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 #Investment

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.

--- Why could "water" be the next crypto? Simple. Its value is rising, but its supply is shrinking. 1. Water = Rare Commodity Like crypto, which gets pricier because it’s scarce and in demand, clean water is becoming more expensive due to global shortages, privatization, and climate change. In some countries, water is already a luxury. 2. Water = Future Asset Imagine if access to water could be traded like digital tokens. Water quotas, rights to water sources, or blockchain-based water distribution — these aren’t just ideas; they’re real possibilities. So, are we heading toward a time when water isn’t just a need… but an investment? Share your thoughts in the comments. --- Kenapa “air” bisa jadi crypto selanjutnya? Sederhana. Karena nilainya makin tinggi, tapi ketersediaannya makin menipis. 1. Air = Komoditas Langka Seperti crypto yang harganya naik karena langka dan diburu, air bersih juga makin mahal karena krisis global, privatisasi, dan dampak perubahan iklim. Di beberapa negara, air bahkan sudah jadi barang mewah. 2. Air = Aset Masa Depan Bayangkan kalau akses air bisa diperjualbelikan seperti token digital. Kuota air, hak atas sumber mata air, atau distribusi air berbasis blockchain — semua itu bukan fiksi, tapi potensi nyata. Jadi, apakah kita sedang menuju era di mana air bukan cuma kebutuhan… tapi investasi? Tulis pendapat kamu di kolom komentar. #changemakersnft #cryptonews #cryptonaut #blockchain #future #bitcoin

Charles Hoskinson : “ADA is a better investment than BTC #charleshoskinson #ch #iohk #changemakersnft https://youtu.be/T2b9uzCpnAE?si=s-af0LrtJRrLcLW6