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Value Sense @ValueSense_io 路 Mar 10
ORACLE JUST REPORTED EARNINGS!

$ORCL Earnings Review:
3Q ADJ. REV. $17.19B, EST. $16.89B
3Q ADJ. OPER INCOME $7.38B, EST. $7.21B
3Q SOFTWARE REV. $6.12B, EST. $5.97B
3Q CLOUD APPLICATION REV. (SAAS) $4.0B, EST. $48
3Q ADJ. OPER MARGIN 43%, EST. 42.7%
Value Sense @ValueSense_io 路 Feb 25
馃挜馃嚭馃嚫 $NTNX = +25%

$AMD purchased $150M worth of Nutanix stock in a newly announced partnership
Value Sense @ValueSense_io 路 Feb 25
HAPPY NVIDIA DAY!

$NVDA EARNINGS REPORT:
- EPS BEAT $1.62 vs EST $1.53
- REVENUE BEAT 68.1B VS 66.2B
- SEES 1Q REV. $76.44B TO $79.56B, EST. $72.78B
Value Sense @ValueSense_io 路 Feb 25
$SNOW | SNOWFLAKE EARNINGS:
- EPS BEAT 0.32 VS 0.27
- REVENUE BEAT 1.284B VS 1.25B
Value Sense @ValueSense_io 路 Feb 25
$CRM | SALESFORCE EARNINGS:

- EPS BEAT 3.81 VS 3.05
- REVENUE BEAT 11.20B VS 11.19B
- SEES 1Q REV. $11.03B TO $11.08B, EST. $10.99B
- INCREASES SHARE BUYBACK AUTHORIZATION TO $50B
Value Sense @ValueSense_io 路 Feb 12
$DKNG | DRAFTKINGS EARNINGS REVIEW:
- EPS 0.36 VS 0.41
- REVENUE 1.989B VS 1.99B
- SEES 2026 REV. $6.5B TO $6.9B, EST. $7.32B
Value Sense @ValueSense_io 路 Feb 12
$PINS | PINTEREST EARNINGS REVIEW:
- EPS 0.67 VS 0.67
- REVENUE 1.319B VS 1.33B
Value Sense @ValueSense_io 路 Feb 12
COINBASE MISSES REVENUE ESTIMATES!

$COIN Q4'25 Revenue:
- TOTAL REV. $1.8B, EST. $1.83B
- TRANSACTION REV. $983M, EST. $1.02B
Value Sense @ValueSense_io 路 Feb 12
AIRBNB DISAPPOINTED WITH EARNINGS!

$ABNB Q4'25 Earnings Review:
- EPS $0.56 VS $0.66 EST
- REVENUE $2.78B VS $2.71B EST
- SEES 1Q REV. $2.59B TO $2.63B, EST. $2.54B
Value Sense @ValueSense_io 路 Feb 12
$AMAT | APPLIED MATERIALS EARNINGS:
- 1Q ADJ EPS $2.38, EST. $2.21
- 1Q NET SALES $7.01B, EST. $6.86B
Value Sense @ValueSense_io 路 Feb 11
$CSCO | CISCO EARNINGS REVIEW:
- ADJ EPS $1.04, EST. $1.02
- PRODUCT REV. $11.64B, EST. $11.29B
- SERVICE REV. $3.71B, EST. $3.84B

SEES FY ADJ EPS $4.13 TO $4.17, SAW $4.08 TO $4.14
Value Sense @ValueSense_io 路 Feb 11
$MCD BEAT EARNINGS!

Here's Q4 Earnings Overview:

- REVENUE 7.01B VS 6.84B
- EPS 3.12 VS 3.05
- 4Q COMP SALES +5.7%, EST. +3.76%
Value Sense @ValueSense_io 路 Feb 9
Eli Lilly acquires Orna Therapeutics for $2.4B

Here's $LLY Quality Metrics Overview:
Value Sense @ValueSense_io 路 Feb 9
Strategy purchased 1,142 BTC last week

$MSTR is now in -75% drawdown to its 52 high
Value Sense @ValueSense_io 路 Feb 9
馃挜馃嚜馃嚭 $NVO = +5%

Novo Nordisk announced DNK 15bn buyback

$NVO is currently one of the best undervalued plays on the market right now!
Value Sense @ValueSense_io 路 Feb 5
$AMZN | AMAZON 4Q'25 EARNINGS REVIEW:

- EPS $1.95, EST. $1.96
- NET SALES $213.39B, EST. $211.49B
- NET SALES $213.39B, EST. $211.49B
- AWS NET SALES $35.58B, EST. $34.88B
- NET SALES $213.39B, EST. $211.49B
- AWS NET SALES $35.58B, EST. $34.88B
- OPER MARGIN 11.7%, EST. 11.7%
Value Sense @ValueSense_io 路 Feb 4
AMD closed today being down -17%

Biggest daily drop since 2017 for $AMD
Value Sense @ValueSense_io 路 Feb 4
SNAP BEAT EARNINGS WITH POSITIVE QUARTERLY EPS!

$SNAP Earnings overview:
- EPS $0.03 Est. -$0.03
- REVENUE $1.716B Est. $1.7B
Value Sense @ValueSense_io 路 Feb 4
ALPHABET WITH ULTRA EARNINGS BEAT!

Here's 4Q $GOOG Earnings Overview:
- GOOGLE SERVICES REV. $95.86B, EST. $94.9B
- GOOGLE AD REV. $82.28B, EST. $80.89B 4Q GOOGLE CLOUD REV. $17.66B, EST. $16.2B

SEES 2026 CAPEX $175B TO $185B, EST. $119.5B
Value Sense @ValueSense_io 路 Feb 4
Qualcomm beat earnings!

Here's $QCOM Earnings Overview:
- Adjusted EPS $3.50, est. $3.41
- Revenue $12.25B, est. $12.21B