Ayesha Tariq, CFA

It's a lot of fun to ring the register on winning trades, but what's even more fun for me is helping our community earn and learn. That's why I do what I do. 😎👍

$TSLA earnings are coming right up. Tune in to hear them cross the wires and watch the market reaction. Then, stay tuned for the conference call that's coming up at 5:30 pm ET. x.com/i/broadcasts/1…

$GOOGL Google Q2 2025 Earnings: Double beat! EPS $2.31, est. $2.18 Rev. $96.43b, est. $93.97b

$GOOGL Google Q2 2025 Earnings EPS $2.31, est. $2.18 Rev. $96.43b, est. $93.97b CAPEX $22.45b, est. $18.24b Cloud Rev. $13.62b, est. $13.14b Youtube Ads Rev. $9.80b, est. $9.56b 2Q Rev. ex-TAC $81.72b, est. $79.6b Ad Rev. $71.34b, est. $69.71b Operating income $31.27b,…

$TSLA Telsa Q2 2025 Earnings: Double Miss Adj EPS 40c, est. 42c Rev. $22.50b, est. $22.64b EPS 33c vs. 42c y/y Gross Margin 17.2%, est. 16.5% Plans for new vehicles launch in 2025 remain on track Operating income $923m, est. $1.23b Free cash flow $146m, est. $760m

We seriously need more thinking and less AI. It’s unfathomable to me that someone doesn’t recognize Ozzy Osbourne. But then to say this… 🤦‍♀️

Firing Powell would be very, very bad for the stock market, the Treasury market and the US dollar. And I don't say this as a fan of his or the Fed. I'm neither. I say it because the global hit to confidence in the US would be rather pronounced.

Bullying the Chairman of the Federal Reserve to quit his job isn’t going to solve a whole lot of problems. Just saying… 🤷‍♀️

Eventually companies like $GM have to pass on rising costs

Today 😂

Where's the money? Fund manager cash allocations have dropped to the bottom of BofA's range as they pile back into stocks.

I will be joining @Benzinga later this morning. Looking forward to talking about trade setups and other thoughts on the markets! x.com/i/broadcasts/1…

Always amazing to start the day with @JoumannaTV on Bloomberg TV, this time live from my hometown. 😊 Today, we discussed the CPI numbers, a potential shadow Fed Chair situation, earnings, and what we're watching in the markets. bloomberg.com/news/videos/20…

No, it's not Bitcoin. It's the UK sovereign bond yield. New highs, worse than Greece or France. The government budget massively increases spending and destroys the economy with more taxes. No one resigns. Socialism always destroys what it pretends to defend. via Bloomberg

Chinese corporates and consumers are betting on lower domestic rates, so they're buying foreign currencies vs. the Yuan. Recent data shows, onshore foreign currency deposits have crossed $1 trillion for the first time since 2022. "The net increase in the first half of the…

Now this is something. Pop Mart's market cap is more than double than that of Hasbro & Mattel combined! Pop Mart's recent rise to fame has been driven by the Labubu dolls. People are paying thousands for limited-edition dolls and standing in line for hours.

It's always a great chat when I'm on with @cvpyane We talked about why we think earnings are set to beat, our preference for large caps, US exceptionalism, and some interesting stock picks! Actually both $ALB and $TR are two great picks from @Mayhem4Markets

South East Asia is an increasingly important market for Chinese firms. Much of the exports are "semi" raw materials, which are later processed, i.e., value is added, and then exported to the US or EU. The country of origin then becomes the South East Asian countries.

Earnings season starts on Jul 15. By the beginning of August 70% of the SPX's market cap will be covered. PC: GS

I couldn’t stop laughing 🤣 Who made this?