$NET

$ONEM, $MQ, $KWEB, $PINS, $XBI, $JD, $RBLX, $LCID, $TTD, $PDD, $DT, $PYPL, $NET, $NVAX

*APPLIED MATERIALS 2Q ADJ EPS $1.85, EST. $1.91 *APPLIED MATERIALS 2Q NET SALES $6.25B, EST. $6.36B *APPLIED MATERIALS SEES 3Q ADJ EPS $1.59 TO $1.95, EST. $2.05 *AMAT 2Q SEMICONDUCTOR SYSTEMS NET SALES $4.46B, EST. $4.61B $AMAT

*APPLIED MATERIALS 2Q ADJ EPS $1.85, EST. $1.91 *APPLIED MATERIALS 2Q NET SALES $6.25B, EST. $6.36B *APPLIED MATERIALS SEES 3Q ADJ EPS $1.59 TO $1.95, EST. $2.05 *AMAT 2Q SEMICONDUCTOR SYSTEMS NET SALES $4.46B, EST. $4.61B $AMAT

There are a lot of types of traders in the financial industry . The one thing we all have in common , is our ability to deny information outside of our own systematic strategies , from implementation point of view . We may even hide this point by , trying to implement a little , but actual integration of the delta never happens . A lot of trader read books and look into new information , but when it comes down to the grind and paper . Their strategies do not change at all . I am one of those strategist that believes that , a true strategist should be able to morph strategies , acquire new limits , and do a versatile of new things , in order to obtain a new product . Is not healthy for business , to go your whole career executing just one strategy or a fixed few . A lot of financial companies are hiring programmers all the time to relax their list of strategies , even though their business intent is not realistic . They have a good business plan . The way I see it , if your net profit is not over 100 million units of a base currency , then you should be finding a new successful strategy once year , I don't think is good to get into this sort of mood after the age of 60 , good luck .

Argo Blockchain Q1 Net Income Plunges 90% $2.1 Million https://www.coindesk.com/business/2022/05/18/argo-blockchain-q1-net-income-plunges-90-21-million/?utm_medium=referral&utm_source=rss&utm_campaign=headlines

damn $net is 60

**@Benzinga:** EXCLUSIVE: .@BSEM_Tech Reports Q1 Net Revenue Up 211% YoYhttps://t.co/lQcM0UUK4I$SBEM https://twitter.com/Benzinga/status/1526194216669413383

is a very good 100% size on $50 , and 100% size on $25 , if the worst happens one more buy in at 12.50 , it will all come back eventually . . . > @EmporosAdmin said: @Atlas You called it on $NET

@Atlas You called it on $NET

**@MichaelKitces:** The ongoing shift of financial advisors from products (where you NEED a broker-dealer to facilitate distribution) to advice (where you only need an RIA) now causing a net decline in FINRA revenue!"Finra anticipates decline in operating revenue this year" https://t.co/dmsS8CnbnK https://twitter.com/MichaelKitces/status/1525884465855320065

really like $MELI $SHOP $GTLB $NET $FTNT notably

if you got everything spot on @Navneet you would be dining out with Elon Musk and asking him why his net worth was so low..... give over about ifs and buts

Taking a step back. What you want to see in a bottom has happened: Net hedge fund exposure is at 0 % tile and same level as march 2020. Chart below CTA exposure close to 5 year low Max hedge fund pain as can be seen from reported returns ytd and 13F filings. ARKK almost down the pandemic lows with any bubble valuations completely taken out. Heavy volume as we saw the past 2 register the 7thh and 8th highest volume days of the year AAII bull index at historic low Investor intelligence survey at close to 5 year low Hedge fund crowded long index vs spx hit 24, backtest great SPX P/E rate at 16.87, down 6 turns from high Tick Index his -1979 Friday, backtest great Nasdaq new highs minus new lows hit -1200. See chart below Correlation at extreme highs Put/Call ratio very elevated Beta of retail top 10 holdings has fallen sharply. Chart below While fundamental backdrop has improved: 5 year Inflation break evens have fallen sharply which is a major positive. 5 year inflation break evens are now the same level as when SPX was at 4800 in early January. Average hourly earnings have peaked and are now annualizing at 3.7% vs 6.3% 6 months ago. Used car prices falling as evidenced by Manheim Index Fed hawkishness has peaked. S&P 500 Earnings estimates have risen coming out of earnings season. Jobless claims remain at historic lows 10 yr yield is declining which has taken equity risk premium up to highest level since late march.

MICROCHIP Q4 2022 EARNINGS $MCHP ADJUSTED EPS: $1.35, EST $1.25 NET SALES: $1.84B, EST $1.82B QUARTERLY DIVIDEND: 27.60C/SHARE, PRIOR 25.30C

MICROCHIP Q4 2022 EARNINGS $MCHP ADJUSTED EPS: $1.35, EST $1.25 NET SALES: $1.84B, EST $1.82B QUARTERLY DIVIDEND: 27.60C/SHARE, PRIOR 25.30C

oder warten alle an der Seitenlinie? Kann mir net vorstellen das alle Short gehen oder gibts morgen nen Turnaround?

I had thought the hypers were close to a bottom, but I'm not sure sure after NFLX and NET. They may be coming for the FAAMGs some more.

Net Options Pricing Effect

Used like the last little of cash and a bit of margin to buy more in the 64s lol > @Benlax said: bought bill and net AH, 125 and 65

bought bill and net AH, 125 and 65

$NET getting destroyed

*FUBOTV 1Q REV. $242M, EST. $243M *FUBOTV 1Q NET LOSS $140.8M *FUBOTV SEES 2Q REST OF WORLD REV. $5M TO $6M $FUBO

*BLOCK INC 1Q ADJ EPS 18C, EST. 21C *BLOCK INC 1Q NET REV. $3.96B, EST. $4.15B *BLOCK INC 1Q BITCOIN REV. $1.73B, EST. $1.92B *BLOCK INC 1Q HARDWARE REV. $37M, EST. $36.4M $SQ

*BLOCK INC 1Q ADJ EPS 18C, EST. 21C *BLOCK INC 1Q NET REV. $3.96B, EST. $4.15B *BLOCK INC 1Q BITCOIN REV. $1.73B, EST. $1.92B *BLOCK INC 1Q HARDWARE REV. $37M, EST. $36.4M $SQ

really good earnings from everyone I've checked some far meli net bill hubs

*YELP 1Q LOSS/SHR 1.0C, EST. EPS 32C *YELP 1Q NET REV. $276.6M, EST. $266.6M $YELP

*YELP 1Q LOSS/SHR 1.0C, EST. EPS 32C *YELP 1Q NET REV. $276.6M, EST. $266.6M $YELP

EARNINGS TODAY AFTER HOURS: $SQ $LCID $NET $FUBO $ZG $DASH $SPCE $CRSR $MELI $WISH $DBX $OPEN $BAP $GPRO $AOSL $SHAK $RDFN $HUBS $BILL $BNGO $LAZR $MCK $ILMN $VRTX $DVAX $SPWR $TWST $BE $TWOU $WPM $LYV $ASTR $LYV $MP $YELP $WWE $MNST $FNKO

$EBAY ADJUSTED EPS CONT OPS $1.05, EST. $1.04 NET REVENUE $2.5B, EST. $2.46B SEES 2Q ADJUSTED EPS CONT OPS 87C TO 91C, EST. $1.02 SEES 2Q NET REVENUE $2.35B TO $2.40B, EST. $2.53B

$EBAY ADJUSTED EPS CONT OPS $1.05, EST. $1.04 NET REVENUE $2.5B, EST. $2.46B SEES 2Q ADJUSTED EPS CONT OPS 87C TO 91C, EST. $1.02 SEES 2Q NET REVENUE $2.35B TO $2.40B, EST. $2.53B

victory > @dros said: bout to flex my net worth into weekly calls

bout to flex my net worth into weekly calls

to be fair, you had to pay taxes on any net gains

> **FIRST QUARTER RESULTS - $LYFT ** > Revenue $875.6 million, +44% y/y, estimate $844.5 million > Adjusted EBITDA $54.8 million, estimate $14.4 million > Adjusted net $24.6 million vs. loss $114.1 million y/y, estimate loss $21.1 million > Active riders 17.80 million, +32% y/y, estimate 18 million > Loss per share 57c vs. loss/shr $1.31 y/y > Revenue per active rider $49.18, +9% y/y > Cash and cash equivalents $214.9 million, estimate $522.6 million > Adjusted EBITDA margin 6.3%, estimate 1.5% > Contribution profit $502.5 million, estimate $474.3 million > Contribution margin 57.4%, estimate 56.5% > > **COMMENTARY AND CONTEXT** > “Our Q1 results meaningfully exceeded our outlook. This outperformance was driven by increased demand and resilient driver levels,” said CFO Elaine Paul

> **FIRST QUARTER RESULTS - $LYFT ** > Revenue $875.6 million, +44% y/y, estimate $844.5 million > Adjusted EBITDA $54.8 million, estimate $14.4 million > Adjusted net $24.6 million vs. loss $114.1 million y/y, estimate loss $21.1 million > Active riders 17.80 million, +32% y/y, estimate 18 million > Loss per share 57c vs. loss/shr $1.31 y/y > Revenue per active rider $49.18, +9% y/y > Cash and cash equivalents $214.9 million, estimate $522.6 million > Adjusted EBITDA margin 6.3%, estimate 1.5% > Contribution profit $502.5 million, estimate $474.3 million > Contribution margin 57.4%, estimate 56.5% > > **COMMENTARY AND CONTEXT** > “Our Q1 results meaningfully exceeded our outlook. This outperformance was driven by increased demand and resilient driver levels,” said CFO Elaine Paul

By Hyunjoo Jin and Akriti Sharma (Reuters) - Tesla (NASDAQ:TSLA) Inc Chief Executive Officer Elon Musk sold $8.5 billion worth of shares in the electric vehicle maker, U.S. securities filings showed, in sales likely aimed at helping finance his planned purchase of Twitter Inc (NYSE:TWTR). Musk said in a tweet on Thursday that there are "no further TSLA sales planned after today". He sold about 9.6 million shares this week, according to the filings on Thursday and Friday, equating to 5.6% of his stake in the company. The sale came after Musk on Monday clinched a deal to buy Twitter for $44 billion cash in a transaction that will shift control of the social media platform populated by millions of users and global leaders to the world's richest person. Musk's net worth is $268 billion, according to Forbes. As part of the deal, Musk said he would provide a $21 billion equity commitment. It is not clear how he will cover the remaining $17 billion of equity financing. Musk holds a 43.61% stake in unlisted rocket company SpaceX that is reportedly valued at $100 billion. Musk has been looking for partners to reduce his equity contribution to the deal, a person familiar with the matter told Reuters, adding that it is far from certain such a partner will emerge. This is his first Tesla stock sale since he offloaded $16.4 billion worth of shares in November and December after polling Twitter users about selling 10% of his stake in the electric car maker. Musk said on Twitter that he would pay more than $11 billion in taxes in 2021 due to his exercise of stock options set to expire this year. Some traders have fretted this week that Musk may not have enough money sitting around to fund his $21 billion cash contribution and could walk away from the deal, weighing on Twitter shares. Tesla shares have fallen nearly 20% since Musk disclosed his over 9% stake in Twitter on April 4. Investors have expressed concern that Musk may have to sell Tesla shares to fund his equity contribution to the takeover offer. As part of the Twitter deal, Musk also took out a $12.5 billion margin loan tied to his Tesla stock. He had already borrowed against around half of his Tesla shares.

they never had more money....1st time since 1992 that us consumer is net debt free

*ROKU 1Q NET REV. $733.7M, EST. $720.5M $ROKU

*ROKU 1Q NET REV. $733.7M, EST. $720.5M $ROKU

*AMAZON 1Q NET SALES $116.4B, EST. $116.43B *AMAZON SEES 2Q NET SALES $116.0B TO $121.0B, EST. $125.01B *AMAZON 1Q AWS NET SALES $18.44B, EST. $18.25B $AMZN

*AMAZON 1Q NET SALES $116.4B, EST. $116.43B *AMAZON SEES 2Q NET SALES $116.0B TO $121.0B, EST. $125.01B *AMAZON 1Q AWS NET SALES $18.44B, EST. $18.25B $AMZN

By Sheila Dang and Akash Sriram (Reuters) - Twitter Inc (NYSE:TWTR) reported stronger than expected user growth in what could be its last quarter as a public company after agreeing to a $44-billion buyout by billionaire Elon Musk. But overall revenue and advertising sales fell short of analyst estimates, due to the ongoing war in Ukraine. Shares rose 1% in early trading. The results lay out Musk's challenges in improving the social media platform's business to match its influence on news and culture. Twitter has long faced criticism for its sluggish pace of product launches. Musk has tweeted suggestions ranging from releasing a widely-demanded edit button to making the Twitter algorithm open-source. When Musk closes the deal, he will be overseeing a company that has had long-standing struggles with internal dysfunction, indecision and lack of accountability, Reuters previously reported according to eight current and former Twitter employees. Daily active users on Twitter rose to 229 million in the first quarter ended March 31, from 199 million a year earlier. The figure beat analyst expectations of 226.8 million daily active users. Facebook-owner Meta Platforms also reported a return to user growth on Wednesday, which helped propel social media stocks higher. Twitter said an internal error resulted in the company overstating quarterly user numbers by about 1.5 million between the fourth quarter of 2020 to the end of 2021. The company said it also overstated the figures in 2019, but was unable to provide data. Given the pending acquisition, Twitter said it would not provide any forward looking guidance and was withdrawing all previous goals and outlook. The company last year announced it aimed to double annual revenue and grow to 315 million users by 2023, as former CEO Jack Dorsey aimed to signal a reset on years of product stagnation. Total revenue in the first quarter was $1.2 billion, compared with analysts' average estimate of $1.23 billion, according to IBES data from Refinitiv. The company earns the majority of its revenue from selling digital ads on the website and app. Twitter paused ads in Ukraine and Russia in February amid the ongoing invasion, which the Kremlin calls a "special military operation." "The macro environment is becoming hostile with advertisers curbing their spending as they deal with inflation, which is running at a four-decade high," said Haris Anwar, senior analyst at Investing.com. Musk has said that Twitter should not serve advertising, which would allow the platform to have more control over its content policies. Advertisers generally prefer strong content moderation, to help prevent their brand from appearing next to unsuitable content. Its net income rose to $513.3 million, or 61 cents per share, from $68 million, 8 cents per share, a year earlier.

Net loss per share of $41.58, primarily driven by non-cash goodwill impairment charge of $6.6 billion or $41.11 per share

CAT 04/29 227 call .85 (earnings play, massive risk vs reward as PT is $222 which make this OTM a net ROI 370% at pt)

lol. i mean, pretty wide net m8, i would be more certain too

In light of the macro-economic dynamics as well as the execution challenges at the Old Navy brand, the company is updating its first quarter fiscal 2022 net sales growth guidance to approximately low to mid-teens year-over-year declines from its prior guidance of mid to high single digit year-over-year declines.

I wouldnt be surprised if we made new highs soon enough.... and went a fair bit higher..... US households have net zero debt for the first time in 30 years..... 10yr bonds pay a real yield of -ve 6 % or so and many stocks have had a huge pullback. You are protected somewhat against inflation in equities because revenues continue to rise with inflation and market is paying a yield of 1.3%

By Toby Sterling AMSTERDAM (Reuters) -ASML Holding NV, a key supplier to computer chip makers, reported on Wednesday first-quarter sales of 3.5 billion euros ($3.8 billion) and net income of 695 million euros, slightly ahead of expectations. Bookings remain strong as customers race to increase capacity amid a global semiconductor shortage, said ASML, which is Europe's largest technology company by market capitalisation, at 226 billion euros. "We are working very, very hard to navigate all the supply chain issues that everyone is dealing with," chief financial officer Roger Dassen said in a statement. The company forecast second quarter sales of 5.1-5.3 billion euros and left a forecast for full year sales growth of 20% unchanged. Net bookings in the quarter were 7 billion euros. ASML is the dominant maker of lithography systems, and its machines are used to create the circuitry of most computer chips. Analysts had forecast net income of 621 million euros on revenue of 3.44 billion, according to Refinitiv data. In January, ASML forecast first-quarter sales of 3.3-3.5 billion euros. [L1N2TZ0CK] Dassen said full year gross margins might be closer to 52%, rather than the 53% the company forecast in January, in part due to rising labour, transport, energy and cost increases. ASML, which expects to catch up with its current order backlog only sometime in 2024, is taking steps to cut delivery times and increase productivity of its tools, even as it tries to expand production. Not included in first quarter sales were equipment worth about 2 billion euros that customers asked to have shipped immediately, before it was fully tested. Those deliveries cannot yet be booked as sales, but ASML expects to recognise that revenue over the coming quarters. Dassen said the company had received "multiple" orders for its next generation "EUV High NA" machine, which is still being developed. For the first time, there were makers of memory chips among such clients, he added. ASML's biggest customers are TSMC, Samsung (KS:005930) and Intel (NASDAQ:INTC), though memory chip makers SK Hynix and Micron (NASDAQ:MU) and all major chipmakers are also customers. The company has forecast average annual sales growth of 11% through 2030 as part of a structural increase in chip demand. Shares closed at 561.60 euros on Tuesday, down 21% for the year to date, though more than double their price in April 2020. ($1=0.9246 euros)

NFLX: "The suspension of our service in Russia and winding-down of all Russian paid memberships resulted in a -0.7m impact on paid net adds"

$NFLX EPS $3.53, EST. $2.91 REV. $7.87B, EST. $7.95B STREAMING PAID MEMBERSHIPS 221.64M, EST. 224.5M APAC STREAMING PAID NET CHANGE +1.09M, EST. +1.2M STREAMING PAID NET CHANGE -200,000, EST. +2.5M