$REV

QQQ lined up really well at yMid, thruyst rev also

another all coming together a yHi, with thrust rev

**Thrust Rev Sell Candidates for SEP 12:** $MPC $MOS $PBF $DK $AMZN

NETFLIX Q2 2023 EARNINGS REV. $8.19B, EST. $8.3B EPS $3.29, EST. $2.85 FY OPER MARGIN 18% TO 20%, EST. 19% STREAMING PAID NET CHANGE +5.89M, EST. +2.07M UCAN STREAMING PAID NET CHANGE +1.17M, EST. +89,183 APAC STREAMING PAID NET CHANGE +1.07M, EST. +1.20M FY FCF AT LEAST $5B, SAW AT LEAST $3.5B, EST. $3.86B SEES 3Q EPS $3.52, est. $3.23 SEES 3Q REV. $8.5B, EST. $8.67B TO 2Q SEES 3Q PAID NET ADDS SIMILAR TO 2Q SEES 2023 CASH FLOW FORECAST BY $1.5B DUE TO STRIKES

NETFLIX Q2 2023 EARNINGS REV. $8.19B, EST. $8.3B EPS $3.29, EST. $2.85 FY OPER MARGIN 18% TO 20%, EST. 19% STREAMING PAID NET CHANGE +5.89M, EST. +2.07M UCAN STREAMING PAID NET CHANGE +1.17M, EST. +89,183 APAC STREAMING PAID NET CHANGE +1.07M, EST. +1.20M FY FCF AT LEAST $5B, SAW AT LEAST $3.5B, EST. $3.86B SEES 3Q EPS $3.52, est. $3.23 SEES 3Q REV. $8.5B, EST. $8.67B TO 2Q SEES 3Q PAID NET ADDS SIMILAR TO 2Q SEES 2023 CASH FLOW FORECAST BY $1.5B DUE TO STRIKES

$NIO down 4% after first quarter results, higher rev and larger loss. Lower forecast for Q2 revenue and deliveries.

$NOW - $2,096m rev (+25% YoY) vs $2,085m consensus (1% beat) - $2,024m subs rev (+27% YoY) - Guided Q2 subs rev growth to 23% growth - Beat Q1 subs rev guide by $29M. Raised FY subs rev guide by $25m - 17 months GM adj. CAC payback - 79% GM - 35% FCF Margin

*TESLA 1Q REV. $23.33B, EST. $23.35B *TESLA 1Q ADJ EPS 85C, EST. 86C *TESLA EXPECTS TO REMAIN AHEAD OF L-T 50% CAGR ON PRODUCTION

*TESLA 1Q REV. $23.33B, EST. $23.35B *TESLA 1Q ADJ EPS 85C, EST. 86C *TESLA EXPECTS TO REMAIN AHEAD OF L-T 50% CAGR ON PRODUCTION

I'll give you a strong maybe 😘 > @AJAJ said: drossy you think NFLX will hold this reversal? $NFLX EPS $2.88, EST. $2.86 REV. $8.16B, EST. $8.18B

drossy you think NFLX will hold this reversal? > @dros said: NETFLIX Q1 23 EARNINGS $NFLX EPS $2.88, EST. $2.86 REV. $8.16B, EST. $8.18B

STREAMING PAID MEMBERSHIPS 232.5M, EST. 233.0M APAC STREAMING PAID NET CHANGE +1.46M, EST. +986,597 SEES 2Q EPS $2.84, EST. $3.08 SEES 2Q REV. $8.24B, EST. $8.47B

STREAMING PAID MEMBERSHIPS 232.5M, EST. 233.0M APAC STREAMING PAID NET CHANGE +1.46M, EST. +986,597 SEES 2Q EPS $2.84, EST. $3.08 SEES 2Q REV. $8.24B, EST. $8.47B

NETFLIX Q1 23 EARNINGS $NFLX EPS $2.88, EST. $2.86 REV. $8.16B, EST. $8.18B

NETFLIX Q1 23 EARNINGS $NFLX EPS $2.88, EST. $2.86 REV. $8.16B, EST. $8.18B

MICRON SEES 3Q ADJ REV $3.5B TO $3.9B, EST. $3.75B $MU

*SALESFORCE INC 4Q REV. $8.38B, +14% Y/Y *SALESFORCE INC 4Q ADJ EPS $1.68 VS. 84C Y/Y $CRM

It's crazy how fast the froth came back. 0 rev companies and near bankrupt companies gaining 30%+ in a week

SNAP Q4 22 EARNINGS $SNAP ADJ EPS 14C, EST. 11C REV. $1.30B, EST. $1.31B

SNAP Q4 22 EARNINGS $SNAP ADJ EPS 14C, EST. 11C REV. $1.30B, EST. $1.31B

*MICROSOFT 2Q PRODUCTIVITY REV $17.00B, EST. $16.81B *MICROSOFT 2Q INTELLIGENT CLOUD REV. $21.51B, EST. $21.43B *MICROSOFT 2Q MORE PERSONAL COMPUTING REV. $14.24B, EST. $14.74B

*MICROSOFT 2Q PRODUCTIVITY REV $17.00B, EST. $16.81B *MICROSOFT 2Q INTELLIGENT CLOUD REV. $21.51B, EST. $21.43B *MICROSOFT 2Q MORE PERSONAL COMPUTING REV. $14.24B, EST. $14.74B

$cano rev $2.5 bill.. no cash ...valuation $600 mill. something doesn't add up here

osh rev $2bill .. $500 mill in cash valuation in buyout $6 bill

$IBKR Nov. Daily Avg. Rev. Trades -30%

$SNOW 3Q Rev. $557.0M, EST. $539.5M 3Q Product Rev. $522.8M, EST. $505.7M Sees Fy Product Rev. $1.92B to $1.92B, EST. $1.92B Sees 4Q Product Rev. $535M to $540M, EST. $551.8M

$NVDA 3Q Adj EPS 58C, EST. 70C Sees 4Q Rev. $6.00B Plus or minus 2%, EST. $6.09B 3Q Rev. $5.93B, EST. $5.79B 3Q Gaming Rev. $1.57B, EST. $1.32B

rev beat $5.93 B beat 5.77B estimate

$CSCO Sees Fy Rev. +4.5% To +6.5%, Saw +4% To +6%, EST. +5.1% Sees 2Q Rev. +4.5% To +6.5%, EST. +4.2% Sees 2Q EPS 59C-Eps 64C

ES REV 16.11.2022

REV ES 16.11

$BROS 3Q Rev. $198.6M, EST. $194.6M 3Q Adj EBITDA $27.8M, EST. $29.9M Raises Annual Guidance for Total Rev 3Q EPS 3C Targets 150 New Shop Openings for 2023, Reaching 800 Shops by End of Next Year

$CRSR Sees Fy Adj. Oper Income $20M to $30M, Saw $35M to $50M Sees Fy Net Rev. $1.33B to $1.38B, Saw $1.35B to $1.45B

$QCOM QUALCOMM Q4 22 EARNINGS - ADJ REV $11.39B, EST. $11.4B - ADJ EPS $3.13, EST. $3.11   - SEES 1Q REV. $9.2B TO $10B, EST. $12.03B - SEES 1Q ADJ EPS $2.25 TO $2.45, EST. $3.40

*ROKU 3Q NET REV. $761.4M, EST. $702.3M $ROKU

*Pinterest 3Q Monthly Active Users 445M, EST. 440.1M *Pinterest 3Q Adj EPS 11C, EST. 5.8C *Pinterest 3Q Rev. $685M, EST. $666.8M $PINS

T-Mobile 3Q EPS 40C, EST. 38C *T-Mobile 3Q Rev. $19.48B, EST. $19.93B *T-Mobile Raises 2022 Merger Synergies Guidance *T-Mobile Sees Fy Fcf $7.40B to $7.60B, Saw $7.30B to $7.60B *T-Mobile Sees Fy Capex $13.7B to $13.9B, Saw $13.5B to $13.7B $TMUS

META PLATFORMS 3Q REALITY LABS REV. $285M, EST. $406.3M *META 3Q REALITY LABS OPER LOSS $3.67B, EST. LOSS $3.09B $META

*Alphabet 3Q Google Cloud Rev. $6.87B, EST. $6.61B *Alphabet 3Q EPS $1.06, EST. $1.25 *Alphabet 3Q Rev. Ex-tac $57.27B, EST. $58.18B *Alphabet 3Q Oper Income $17.14B, EST. $19.71B $GOOGL

*SNAP NOT PROVIDING FORMAL FINANCIAL GUIDANCE FOR 4Q *SNAP 3Q REV. $1.13B, EST. $1.14B *SNAP 3Q ADJ EPS 8.0C, EST. LOSS/SHR 2.2C *SNAP AUTHORIZED STOCK BUYBACK OF UP TO $500M *SNAP 3Q ADJ EBITDA $72.6M, EST. $24M $SNAP

*SNAP 3Q REV. $1.13B, EST. $1.14B

$REV: NYSE Announces Decision to Suspend and Remove Revlon, Inc. (REV) From the List

$REV halted news pending

Sees Q2 rev 5.1B +/- 300M v $4.91B consensus

$LRCX EPS $10.42 v $9.53 consensus. Rev $5.07B v $4.91 B consensus

*LAM RESEARCH 1Q ADJ EPS $10.42, EST. $9.57 *LAM RESEARCH 1Q REV. $5.07B, EST. $4.92B $LRCX

*TESLA 3Q REV. $21.45B, EST. $22.09B $TSLA

*Netflix Sees 4Q Rev. $7.78B, EST. $7.98B *Netflix 3Q Streaming Paid Net Change +2.41M, EST. +1M *Netflix Won’t Provide Paid Membership Forecast Starting in 4Q

*Netflix Sees 4Q Rev. $7.78B, EST. $7.98B *Netflix 3Q Streaming Paid Net Change +2.41M, EST. +1M *Netflix Won’t Provide Paid Membership Forecast Starting in 4Q