To The Moon

$PDD Holdings Inc(PDD)$ - 2Q25 Profit Beat on Lower Opex, But Growth Slows and Visibility Remains Low; Maintain HOLD but Increase PT to $120 We are maintaining our HOLD rating but increasing price target to $120 (was $100) after PDD reported total revenue of RMB104.0bn (+7% y/y vs. +10% in 1Q), broadly in line with expectations, driven by online marketing services (+13% y/y to RMB55.7bn) and modest growth in transaction services (+1% y/y to RMB48.3bn). Revenue growth slowed further this quarter amid intensifying domestic competition and a transition period in the overseas business.Operating profit came in at RMB25.8bn (-21% y/y), while non-GAAP operating profit was RMB27.7bn (-21% y/y, vs. -36% in 1Q), 10%/11% above Tiger/Street. Gross profit

Alibaba Group Holding Ltd. ( $Alibaba(BABA)$ , BUY) - Strategic Investments Weigh on Profit, but Core Growth Engines Accelerate; Maintain BUY and $145 PT—Tiger ResearchWe are maintaining our BUY rating and $145 PT after Alibaba reported June quarter FY2026 results that showed a solid print despite headline profit softness, as the company’s heavy investments in quick commerce weighed on margins.Revenue reached RMB247.7 billion, up 10% year-over-year on a like-for-like basis excluding Sun Art and Intime, while adjusted EBITA fell 14% as management leaned into scaling Taobao Instant Commerce. The underlying message from the quarter is that Alibaba’s two strategic pillars—consumption and AI + Cloud—are gaining real traction and management’s outlook re

$Credo Technology Group Holding Ltd(CRDO)$ is set to report its fiscal Q1 2026 earnings on September 3, 2025. Here is an analysis of what to watch for and potential short-term trading opportunities. Revenue and EPS: The consensus analyst estimates for Q1 2026 are revenue of around $190 million and This represents a significant year-over-year increase, reflecting the strong demand for Credo's products. The company's own guidance for the quarter is a revenue range of $185 million to $195 million. Beating or missing these estimates will be a primary driver of stock movement post-earnings. Summary of Credo Technology Group Holding Ltd (CRDO) Fiscal Q4 2025 Earnings Credo Technology Group Holding Ltd. (CRDO) reported a strong finish to its fiscal year,

Next week marks the first week of September, and since September 1 is the U.S. Labor Day holiday, the market will be closed for one day. Although electronic trading will still take place, it is expected that volatility will remain relatively subdued, and the market trends may not be reliable.It is advisable to observe more and act less during this period. When trading resumes after the holiday, it will usher in the key U.S. data week at the beginning of the month, accompanied once again by the impact of large-scale non-tradable shareholder (big and small 'non') movements. Although nonfarm payroll data is released monthly and should be routine, the current market expectations have priced in that the Federal Reserve will begin cutting interest rates at the September meeting, with even aggres

September kicked off with the Labor Day holiday, and even though the market was closed for just one day, market sentiment seemed to shift subtly. While the TMT sector's overall performance last week wasn't exactly lackluster, risk-averse sentiment still rose.The divergence across TMT sub-sectors has a clear frontrunner: Quantum technology surged with a strong bullish candle, posting a weekly gain of 3.9% (0.4σ) and soaring 33.9% year-to-date, solidifying its position as the sector's main driver. Following closely are Security Software and Hardware, with weekly gains of 3.2% (0.8σ) and 2.5% (0.6σ), respectively. Their year-to-date returns also remain in double digits at 11.6% and 19.4%, supported by solid fundamentals.The lagging sectors—semiconductors (Semis)

💻📉 Nvidia Slips Post-Earnings — Is $170 the Buy Zone or a Red Flag? Nvidia’s latest earnings were a spectacle — revenue smashed past expectations again, AI demand remained red hot, and analysts raced to hike their price targets. One major institution even raised its fair value estimate to $202.60. And yet, the stock dropped. 📉 $NVIDIA(NVDA)$   slipped back toward $170, reminding investors of a truth often forgotten in hype cycles: even the strongest growth stories can stumble when expectations are sky-high. The question for Tigers now is simple but critical: is this pullback a golden entry point — or a flashing warning sign that risk is catching up? --- 🚦 The Immediate Picture Post-earnings dips are nothing new for Nvidia. Historica