To The Moon

I am observing the 2025 Q2 Earnings Season for banks, and the results are showing a mixed bag. Citigroup has exceeded second-quarter estimates with strong jumps in markets and banking revenues, leading to a 1% rise in its stock. JPMorgan Chase also surpassed expectations, driven by robust trading and investment banking performance. Wells Fargo managed to beat second-quarter profit estimates on Tuesday, but the positive news was tempered by a cut in its 2025 guidance for net interest income, causing its stock to drop 5% during early trading. This variety in outcomes keeps me intrigued as I look ahead.

Looking at the upcoming releases, I am particularly interested in the earnings reports from Goldman Sachs $Goldman Sachs(GS)$  , Bank of America $Bank of America(BAC)$  , and Morgan Stanley $Morgan Stanley(MS)$  , which are scheduled for tomorrow. These big banks will provide further insight into the sector's health, and I am curious to see how their results will compare to the early performers. The mixed signals from Citigroup $Citigroup(C)$  , JPMorgan Chase, and Wells Fargo $Wells Fargo(WFC)$  make me wonder about the broader trends, and I am eager to assess whether these institutions can maintain their momentum.

When it comes to which big banks I am most bullish about, I find it challenging to pick a clear favorite based on the current data. Citigroup and JPMorgan Chase have shown impressive strength, which gives me some confidence in their potential. However, Wells Fargo's stock decline due to its revised guidance makes me cautious. I think I will need to see the full picture, including tomorrow's earnings from Goldman Sachs, Bank of America, and Morgan Stanley, before forming a stronger opinion.

As for whether their earnings can sustain the high prices, I am optimistic but reserved. The positive beats from Citigroup and JPMorgan Chase suggest that some banks are managing to thrive despite economic uncertainties. On the other hand, Wells Fargo's situation highlights the risks, especially with adjustments to future income forecasts. I believe the sustainability will depend on how well these banks can navigate interest rate changes and market conditions moving forward.

Overall, I am excited to follow this earnings season closely. The mixed results so far have sparked my curiosity, and I look forward to gaining more clarity with the upcoming reports. While I have some initial thoughts, I am keeping an open mind and will continue to evaluate the data as it comes in. If needed, I can search for more information to refine my perspective, but for now, I am basing my views on the available insights.

@TigerStars  @Tiger_comments