1PC
07-15

The Q2 earnings season kicks off with a heavyweight lineup - Citi, JP Morgan, Well Fargo, Goldman Sachs, Bank of America, & Morgan Stanley all reporting this week. In Q1, they crushed expectations & set tone for a Bullish 📈 season. But Q2 started with trimmed estimates, raising the question: Are we set up for surprise beats?[OMG]  . Despite April's tariffs - driven Sell-Off, Big Banks rallied hard - Goldman surged nearly 30%, & JP Morgan, Citi & Wells Fargo all 🎯 hit record highs.[Call]  📈. The sector outpaced the S&P500, fueled by strong trading, IPO activity, & a lighter regulatory touch. 📉 📈 Volatile markets often play in favour of banks, especially those with robust investment banking arms. Goldman & Morgan Stanley could shine if M&A & trading revenues gold up [Bless]  🙏 . Meanwhile, JP Morgan's diversified model & Citi's restructuring progress make them ones to watch 👀. 📈 🚀 Bottom line: Q2 could be a Make-or-Break moment. If earnings impress, the rally continues. If not, expect a reality check. Either way, this week's report will shape the 2nd half narrative for financials. 

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?
This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.
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