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Josh Gilbert
@JoshGilbert_
Market Analyst at
@eToroAU
🇦🇺 All views are my own and not investment advice. Co-host of the
@eToro
podcast🎙
Financial ServicesSydneybuzzsprout.com/1018717Joined June 2020
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1,046 Followers

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Josh Gilbert
@JoshGilbert_
$INTC with some poor results. - Revenue $14.04b, est $14.49b - Client Computing rev $6.63b, est $7.42b - A loss of USD$660 million compared to net income of USD$4.62b a year ago, a fall of 114%. Outlook offered no reprieve. - Sees rev $10.5b to $11.5b, est $13.96b
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Josh Gilbert
@JoshGilbert_
Huge
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Simon Moores
@sdmoores
Bigger than Giga… Huge expansion at Tesla’s Gigafactory in Nevada: 2017: 16GWh 2019: 37GWh - 42GWh 2025-2026: 140GWh Tesla will add $3.6bb taking its total spend to $10bn (well $9.8bn) to add 100GWh / year 4680 cell capacity + Tesla Semi Idea of present scale below:
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Josh Gilbert
@JoshGilbert_
- Strength in the report came from its Azure cloud computing business, with sales gaining by 38%, above market expectations. - The company took charge of around USD$1.2 billion in the quarter after choosing to lay off 10,000 employees.
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Josh Gilbert
@JoshGilbert_
$MSFT FQ2 earnings beat estimates, with revenue coming slightly under expectations. - EPS $2.32 Adj, est $2.30  - Rev $52.75 billion, est $52.93 billion (+1.97% YoY) - Operating income $20.40 billion, estimate $21 billion - Cloud revenue $21.51 billion, est $21.43 billion
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Josh Gilbert
@JoshGilbert_
$NFLX shares up more than 5% after hours on huge subscriber beat, but earnings miss the mark. - Subscriber additions net +7.66M, Est. +4.5M - EPS 12c, Est. 42c - Rev. $7.85B, Est. $7.86B Co-Founder Reed Hastings set to step aside as CEO after 20 years. #Netflix
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Josh Gilbert
@JoshGilbert_
Australian consumer sentiment jumps in January with the largest increase since 2021, but stays close to record low levels. Small boost from no rate hike in January, but another hike in February is likely to keep consumers pessimistic.
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Josh Gilbert
@JoshGilbert_
Likely in order to cover the end of Chinese Government EV Incentives, but could hurt margins. EV sales set to slow this year, but still increase by 40% and will further penetrate the new car sales market at 13%.
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Sawyer Merritt
@SawyerMerritt
BREAKING: @Tesla has reduced their car prices MASSIVELY in the US. Changes: • Model 3 RWD: $43,990 (from $46,990, a 6.4% drop) • Model 3 P: $53,990 ($62,990, 14.2% drop) • Model Y Long Range: $52,990 (from $65,990, a 20% drop) • Model Y P: $56,990 (from $69,990, a 23% drop)
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Josh Gilbert
@JoshGilbert_
New wardrobes for Aussies in 2023... 6.4% increase in clothing, footwear and personal accessory retailing + 5.4% increase in department store spending. All industries saw gains from October.
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Breaking Market News
@financialjuice
⚠️ BREAKING: AUSTRALIAN RETAIL SALES MOM FINAL ACTUAL 1.4% (FORECAST 0.6%, PREVIOUS -0.2%) $MACRO
Josh Gilbert
@JoshGilbert_
A continued fall in inflation sets up the Federal Reserve to begin cutting interest rates by the end of 2023, setting the scene for investors to take on more risk to their portfolios once again.
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