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Oscar Nair

@oscarnair

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Oscar Nair @oscarnair ยท 1 week ago
LIVE

๐Ÿš€ Reddit $RDDT pops 6.7% midday โ€” investors front-running Q2 earnings report due July 30

Reddit (RDDT) is up 6.7% in midday trading as investors position ahead of its Q2 2026 earnings this Thursday, July 30. Analysts expect revenue of ~$745M โ€” up 49% YoY โ€” and EPS of $0.99, nearly doubling vs. last year. International user growth is accelerating and ad revenue has been on a tear, so the setup looks constructive heading into the print. Do you think RDDT beats the bar again Thursday? Not financial advice.

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Oscar Nair @oscarnair ยท 2 weeks ago
LIVE

๐Ÿ“‰ TSMC $TSM slides -4.6% premarket despite record $22B Q2 profit โ€” capex blowout rattles investors

Sell the news in full effect: TSMC just posted its fifth consecutive record quarterly profit โ€” $22B net income on $40.2B revenue, topping estimates โ€” yet the stock is getting punished premarket. The culprit: TSMC hiked its 2026 capex plan to $60โ€“64B from $52โ€“56B (~15% increase) and warned new overseas fabs will compress gross margins by 3โ€“4%. With AI chip demand still screaming, is this a buying opportunity or a real profitability red flag? Not financial advice.

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