Vesperia's North Star Insights

Vesperia's North Star Insights

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SOFI Technologies ($SOFI) - Earnings Cheatsheet | Q2 2025 (Call 7/29/2025)
Fee-fueled flywheel in motion 🚀; stay overweight ahead of Tech Platform catch-up.
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Vesperia
Paypal ($PYPL) - Earnings Cheatsheet | Q2 2025 (7/29/2025)
Solid execution on branded checkout & Venmo; watch PSP drag and reg-risk skew near term.
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Vesperia
Alphabet Inc ($GOOGL): Investment Flash Update | Q2 2025
ADD ON STRENGTH 🚀 — Q2 print confirms AI-led growth flywheel; CapEx spike 🥶 dents near-term FCF but widens cloud moat.
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Vesperia
Texas Instruments ($TXN): Investment Flash Update | Q2 2025
ADD ON WEAKNESS; CYCLE INTACT, TARIFF NOISE TEMPORARY
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Vesperia
ServiceNow ($NOW)： Investment Flash Update | Q2 2025
BEAT-AND-RAISE ON EVERY LINE; GENAI ATTACHMENT INFLECTS—STAY OVERWEIGHT, ADD ON SUB-$850 PULLBACKS.
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Vesperia
Tesla ($TSLA): Investment Flash Update | Q2 2025
ACCUMULATE BELOW $300, BUT EXPECT A RANGE-BOUND TAPE ($270–$350) UNTIL YEAR-END
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Vesperia
Chipotle ($CMG) : Investment Flash Update | Q2 2025
Execution levers intact but ’25 reset lowers IRR
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Vesperia
You’re not crazy for buying $OPEN down here
it’s a cheap option on a housing market comeback — but here’s are some strongest counter you need to know to holdon to it.
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Vesperia
Fiserv ($FI) - Investment Flash Update | Q2 2025
GROWTH REBASE & MERCHANT MARGIN AIRPOCKET RAISE EXECUTION BAR
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Vesperia
Chipotle ($CMG) - Upcoming Earnings Cheatsheet | Q2 2025 (7/23/2025)
SETUP TIGHT BUT UPSIDE POSSIBLE ON LTO-DRIVEN REBOUND
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Vesperia
Intuitive Surgical ($ISRG): Investment Flash Update | 2Q-FY25
CLEAR BEAT, SMALL RAISE—BUY ANY TARIFF-LED SOFTNESS.
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Vesperia
$ISRG - 窥局 · 信号：直观医疗 2025 年二季报快评
—— 业绩优于预期，若因关税噪音回调，仍是加仓机会
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Vesperia
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