Four earnings in two days. Netflix: Beat EPS ($0.87 vs $0.82), but slashed full-year ad revenue guidance from $3B to $2.7B. Stock down 5.3% — two-year low. As an investor, I don't care that you beat this quarter. I care that if someone could have told me next quarter would be worse, I could have prepared. Meta: Revenue $64.6B (+26% YoY), EPS beat by 7.3%. But the headline is the 2-for-1 stock split — new non-voting Class C shares. Zuckerberg keeps full control while raising capital for AI. $34.9B capex in one quarter. Up 3.8% after hours. Tesla: Revenue slight beat, but GAAP EPS dropped from $0.39 to $0.22. Bright spot: FSD attach rate above 75%, subscriptions up 67%. Weakness: regulatory credits collapsed from $417M to $113M. Mixed — stock barely moved. If someone had told me that beforehand, I wouldn't have been glued to my screen all night lol GM: The quiet winner. Revenue $50B beat, EPS $3.70 beat, raised full-year guidance, authorized $20B buyback. But WTI at $98 is the question every analyst asks on every call. Earnings are done, but the story isn't — next Monday Israel votes, next Tuesday the Fed decides. Back to back. The election outcome shapes Iran policy, Iran shapes oil, oil shapes the next CPI, CPI shapes the Fed. One chain. YarrowPulse tracks every node on that chain. Open it, and ask anything you want to predict. ☘️