https://aiswingx.com/p/sofi-2026q2aiSwingXen2026-09-22T00:00:00+00:00SoFi books $4.60 of future profit on every $100 it lends — $2.0bn and countingSoFi, SOFI, 10-Q, Q2 2026, fair value option, loan book, tangible equity, default assumption, discount rate https://aiswingx.com/ko/p/mstr-2026q2aiSwingXko2026-09-22T00:00:00+00:00스트래티지, 2분기 비트코인 1395개 매각… 대금은 우선주 배당에스트래티지, Strategy, MSTR, 마이크로스트래티지, 10-Q, 2026년 2분기, 비트코인 매각, 우선주 배당, STRC, STRF, STRK, STRD, USD 리저브, 공정가치, 평가손실 https://aiswingx.com/ko/p/sofi-2026q2aiSwingXko2026-09-22T00:00:00+00:00소파이, 대출 원금 100달러당 4.6달러를 미리 이익으로 계상… 누적 20억달러소파이, SoFi, SOFI, 10-Q, 2026년 2분기, 공정가치, fair value option, 대출 장부가, 유형자본, 연체율 가정, 할인율 https://aiswingx.com/p/mstr-2026q2aiSwingXen2026-09-22T00:00:00+00:00Strategy sold 1,395 bitcoin in Q2 — and used the cash for preferred dividendsStrategy, MSTR, MicroStrategy, 10-Q, Q2 2026, bitcoin sale, preferred dividends, STRC, STRF, STRK, STRD, USD Reserve, fair value, unrealized loss, Saylor https://aiswingx.com/ko/p/nvda-fy27q2aiSwingXko2026-09-21T16:03:46.528392+00:00엔비디아 분기 매출 962억달러… 받을 돈은 631억달러, 매출보다 세 배 빨리 늘었다엔비디아, NVIDIA, NVDA, 10-Q, FY2027 2분기, 매출채권, 지급 조건, 공급 약정, 재고, 고객 집중, 자사주 매입, 데이터센터, 블랙웰 https://aiswingx.com/p/nvda-fy27q2aiSwingXen2026-09-21T16:03:43.470522+00:00NVIDIA booked $96bn of quarterly revenue — and $63bn of it is still unpaid, up 55% in three monthsNVIDIA, NVDA, 10-Q, fiscal Q2 2027, accounts receivable, payment terms, supply commitments, inventory, customer concentration, buybacks, data center, Blackwell https://aiswingx.com/ko/p/hood-2026q2aiSwingXko2026-09-21T16:03:40.382026+00:00로빈후드, '이벤트 계약' 매출 1000만→1억5600만달러… 크립토를 제치고 옵션 다음 수익원로빈후드, Robinhood, HOOD, 10-Q, 2026년 2분기, 이벤트 계약, 예측시장, 옵션, 크립토, 신용융자, 마진, 대손충당금, 시타델, PFOF https://aiswingx.com/p/hood-2026q2aiSwingXen2026-09-21T16:03:37.050134+00:00Robinhood's event-contract revenue went from $10m to $156m — now bigger than crypto, second only to optionsRobinhood, HOOD, 10-Q, Q2 2026, event contracts, prediction markets, options, crypto, margin, credit losses, Citadel, payment for order flow https://aiswingx.com/ko/p/amzn-2026q2aiSwingXko2026-09-21T16:03:33.551116+00:00아마존 2분기 순이익 626억달러… 505억달러는 앤트로픽 지분 재평가, 12개월 잉여현금흐름은 −76억달러아마존, Amazon, AMZN, 10-Q, 2026년 2분기, 앤트로픽, Anthropic, 지분 평가이익, 공정가치, 잉여현금흐름, 설비투자, AWS, 장기부채, 이자비용 https://aiswingx.com/p/amzn-2026q2aiSwingXen2026-09-21T16:03:29.645338+00:00Amazon's $62.6bn Q2 profit: $50.5bn is a write-up of its Anthropic stake — while trailing free cash flow turned negativeAmazon, AMZN, 10-Q, Q2 2026, Anthropic, equity investment, fair value, Level 3, free cash flow, capital expenditures, AWS, long-term debt, interest expense https://aiswingx.com/ko/p/coin-2026q2aiSwingXko2026-09-21T15:23:57.861248+00:00코인베이스, 거래 수수료 30% 줄자 스테이블코인 이자가 매출의 4분의 1… 2분기 순손실코인베이스, Coinbase, COIN, 10-Q, 2026년 2분기, 스테이블코인, USDC, 거래 수수료, 평가손실, 구조조정, 월간 거래 이용자, 플랫폼 자산 https://aiswingx.com/p/coin-2026q2aiSwingXen2026-09-21T15:23:57.808526+00:00Coinbase: retail fees down 30%, stablecoin interest now a quarter of revenue, Q2 loss $359mCoinbase, COIN, 10-Q, Q2 2026, stablecoin, USDC, transaction revenue, unrealized loss, restructuring, monthly transacting users, assets on platform https://aiswingx.com/ko/p/tsla-2026q2aiSwingXko2026-09-21T15:23:53.092936+00:00테슬라 2분기 순이익 11억달러… 그중 10억달러는 스페이스X 지분 평가이익테슬라, Tesla, TSLA, 10-Q, 2026년 2분기, 스페이스X, 지분 평가이익, 공정가치 옵션, 규제 크레딧, 영업이익률, 메가팩, 특수관계자 거래, FSD 이연수익 https://aiswingx.com/p/tsla-2026q2aiSwingXen2026-09-21T15:23:53.055342+00:00Tesla's $1.1bn Q2 profit: $1.0bn of it is a mark-up on its SpaceX stakeTesla, TSLA, 10-Q, Q2 2026, SpaceX, equity investment, fair value option, regulatory credits, operating margin, Megapack, related party, FSD deferred revenue https://aiswingx.com/ko/p/pltr-2026q2aiSwingXko2026-09-21T15:23:46.135522+00:00팔란티어, 이익 10억달러에 법인세 1500만달러… 세무상으론 아직 90억달러 결손팔란티어, Palantir, PLTR, 10-Q, 2026년 2분기, 실효세율, 이월결손금, NOL, 이연법인세자산, 평가충당금, 주식보상, 정부 매출, RPO https://aiswingx.com/p/pltr-2026q2aiSwingXen2026-09-21T15:23:46.096132+00:00Palantir earned $1bn and booked $15m of tax — it still carries $9bn of tax lossesPalantir, PLTR, 10-Q, Q2 2026, effective tax rate, net operating loss, NOL, deferred tax asset, valuation allowance, stock-based compensation, government revenue, RPO