2.54K
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2025-08-12
Profit Margin 81%, AppLovin’s AXON 2.0 Is Stealing Meta’s Lunch Money!
$AppLovin Corporation(APP)$ s recently disclosed second quarter results for fiscal year 2025 were impressive, with revenue surging 77% year-over-year and adjusted EBITDA nearly doubling, resulting in a profit margin of 81%. Free cash flow was $768 million, up 72% year-over-year, which was still strong despite falling short of some expectations.Market expectations are too high, with profit margins already reaching 81%. Based on this hard data, AppLovin's overall profitability and cash flow position demonstrate extremely strong organic growth and operational efficiency.What continues to drive growth?The first is game advertising + MAX market: focusing on advertising to open up incremental space.During the conference call, management emphasized that p
15.12K
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2025-08-12
SaaS Doomsday, From DUOL To Kuaishou, AI Redirects Organic Traffics!
By mid-2025, the narrative in the tech industry is crystal clear: AI is no longer just a buzzword, but a game-changer that is reshaping the entire industry.We are witnessing a brutal "SaaS apocalypse" — companies deemed structurally vulnerable in the AI-centric world are struggling to survive, a trend reflected in the secondary market performance of these firms. The core logic is that: The rapid progress of AI is driving the market to focus more on the "valuation (P)" rather than the "earnings (E)" in the price-to-earnings ratio, especially for companies that rely on traditional growth levers such as SEO traffic.Based on recent stock price performance, $Wix.com(WIX)$ $Duolingo, Inc.(DUOL)$
TOPpangngk: Incredible insights on the SaaS landscape! [Wow]
1.34K
1.28K
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2025-08-12
Blink and earn $50 in options premium Why i used Qyld to sell covered calls and cash secured puts
🐾 options Collar – How I Earned Steady Income with Just $1,650 and 100 Shares ⸻ 📜 The Beginning – Why I Chose QYLD I didn’t stumble into QYLD by accident—it was a deliberate choice. QYLD is a Global X Nasdaq 100 Covered Call ETF, designed to generate consistent income by selling covered calls on the Nasdaq 100. What caught my eye wasn’t just its stability, but its mouthwatering dividend yield, which hands me $0.1653 per share every month like clockwork. With 100 shares at about $16.80 each, my starting capital was only around $1,650. To most people, that sounds like small potatoes, but my plan wasn’t about gambling—it was about squeezing the most juice from every dollar by combining dividend income with options premium. ⸻ 💼 My Dual-Options Setup – Selling a Call & Selling a Put O
TOP44% yield sounds spicy, but QYLD’s cap on upside? Trade-off’s real—don’t ignore it.
1.22K
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2025-08-11
$DJT 20270115 35.0 CALL$ option covered call
1.65K
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2025-08-11
$TENCENT(00700)$
1.70K
4.17K
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2025-08-11
$SBET 20250815 30.0 CALL$ Take some profit first... In case it does another stunt[Speechless]
TOPDo you think SBET will perform another surge in this crypto wave this week?
1.73K
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2025-08-11
$Alphabet(GOOG)$ Form 13F filings revealed that Alphabet completely exited a once key AI-driven business, which previously made up 15% of its investment portfolio. In its place, a revolutionary space stock has become the top holding, signaling a major strategic pivot. This shift may offer long-term potential.
1.32K
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2025-08-11
$Joby Aviation, Inc.(JOBY)$ got spooked by the sudden report ..... always like this always like this ..... lesson learn
TOPOh no, maybe it will rebound.
984
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2025-08-11
$Lemonade, Inc.(LMND)$ missed out on pltr and coin but at least lmnd is gaining some steam 🥰
TOPHaha, nice profits! I missed this chance.[Cry]
1.68K
22.80K
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2025-08-12
Lost $13.1k on WW #32 2025. Which Trades Bombed?
Lost $13.1k for the trading week of 4th to 8th Aug 2025, trimming the gains made from the prior week. Let’s find out which of my trades worked and which trades didn’t. “Mistakes are the portals of discovery” - James Joyce Summary Read: Lost $31.9k from stocks and made $18.8k from option trades. Overall, many of my large position trades on SMCI, HOOD, VXX, GDX, GFS and APP didn’t work. I’ve since fully took loss on HOOD, while the rest of the counters still have exposure so they could either draw further losses, or rebound to recover some value. S&P is up 2.43% and Nasdaq100 is up by 3.73% erasing the losses from last week with Nasdaq making new all time high again. As the result, my short positions on HOOD, VXX, GDX, APP and PLTR suffered losses. Poor earnings on 2 major position SMCI
TOPThanks for sharing your precious experience!
16.53K
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2025-08-12
$SNDL Inc.(SNDL)$ holding it for 5 years and dca like crazy. all will come back! $Tiger Brokers(TIGR)$ $Tesla Motors(TSLA)$ $Trump Media & Technology(DJT)$
TOPHaha, hope you can earn back in this surge.
1.17K
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2025-08-12
Tencent's Q4 financial report is coming! How to play short volatility?
$Tencent Holdings (00700) $The financial report will be released on August 13, Beijing time. 2025Q2 is expected to achieve revenue of 178.874 billion yuan, a year-on-year increase of 11.02%; The expected earnings per share are 5.461 yuan, a year-on-year increase of 9.35%.Tencent's main revenue and profits come from: games, advertising, financial technology. The current video account and AI efficiency improvement are the key points of the market's attention. The current market's expectations for Tencent are not high, so whether this financial report can exceed the profit growth Expectations will be an important support to determine Tencent's future valuation.From public information, we can find that evergreen games such as "Honor of Kings" and "Peace
2.35K
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2025-08-12
$HORIZONROBOT-W(09660)$ robotic industry next rising star
TOPWow, you bought a lot. Does it have some special advantages?
616
19.19K
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2025-08-12
$BitMine Immersion Technologies Inc.(BMNR)$ Lets go guys, potentially hitting $100 when eth surge pass ath. With 1.15m eth in its holdings, the price is still low. To the moon! 🚀
TOP20b dilution gonna drop price short term but amazing buy opportunity
948
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2025-08-12
$ValueMax(T6I.SI)$ First 100% for this stock. Wonder when can top up more and more
TOPNow is the time to buy-in ValueMax again, for another potential upsurge. With upcoming Fed-Bank interest rate-cut, GOLD price and it's related jewellery will in another bullish trend.
2.29K
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2025-08-11
I am excited about Sea Limited's upcoming second-quarter 2025 earnings report on August 12, as the expectations point to a robust performance that underscores the company's strong growth trajectory. With EPS projected at 99 cents, nearly double the 46 cents from the year-ago quarter, I see this as a clear sign of Sea's operational efficiency and market dominance improving significantly. Revenue estimates at $5.12 billion, representing a 31.07% year-over-year increase, fuel my bullish stance on Sea, as this growth rate demonstrates the company's ability to expand despite any competitive pressures. Year-to-date, the stock has risen 39%, and I believe this momentum will continue post-earnings, driven by Sea's diversified business in e-commerce, gaming, and financial services. While the previe
TOPBullish outlook! 📈