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508

Mkoh

2025-11-11

AI's Insatiable Appetite for Power: Why Chevron and Exxon Haven't Joined the Feast – And If They're a Bargain Now

In the electrifying saga of the AI revolution, one subplot is stealing the spotlight: the skyrocketing demand for electricity. As tech giants pour billions into data centers to fuel generative AI models, the global grid is straining under the load. Projections paint a picture of exponential growth—data centers alone could gobble up more than double their current electricity by 2030, reaching around 945 terawatt-hours worldwide, equivalent to Japan's entire annual consumption. In the U.S., these facilities already account for 4% of national power use, a figure expected to surge sixfold by decade's end according to the Department of Energy. By 2040, AI and data centers might claim 16% of global electricity, rivaling the energy footprint of entire industries. This power hunger should, in theo

AI's Insatiable Appetite for Power: Why Chevron and Exxon Haven't Joined the Feast – And If They're a Bargain Now

TOPPeteLeacock: Dividend play with AI upside? CVX's yield looks tasty long-term[看涨]

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1.19K

nerdbull1669

2025-11-11

Tencent Music (TME) Earnings To Watch ARPPU Continued Growth MPU Consistent Growth

$Tencent Music(TME)$ fiscal Q3 2025 earnings is scheduled for November 12, 2025, before the U.S. market opens. TME Q3 2025 Earnings Analysis & Forecast Current analyst consensus suggests a positive quarter, continuing a trend of solid financial performance driven by its core online music services. Key Context: Recent Momentum: TME's Q2 2025 results beat analyst expectations for both EPS and revenue, demonstrating strong growth in online music and improved operating efficiency. Dual Engine Strategy: The company's focus remains on leveraging its "dual engine" of online music services and social entertainment services, with online music continuing to be the primary growth driver, while social entertainment faces regulatory and competitive headwind

Tencent Music (TME) Earnings To Watch ARPPU Continued Growth MPU Consistent Growth

# 💰Stocks to watch today?(23 Jan）

TOPCuritisCissie: Solid analysis! TME's focus on music subs could keep ARPPU rising. MPU growth likely steady but watch SES drag. Thoughts[吃瓜]

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245

Guavaxf30

2025-11-11

Opendoor is sure looking more and more like a meme or reddit stock with it's own army of supporters calling themselves the Open Army. Kaj's narative is really enticing and the actions he is taking sounds reasonable. But worryingly lacking of one element. Cash. They seem to be running out of this. This is the reason for the new share offering. And with all meme driven stocks, fueled by the masses who chase up everything being promoted on social media, they run either way very fast. Beware, be nimble.

Analysts Offer Insights on Real Estate Companies: American Healthcare REIT, Inc. (AHR) and Opendoor Technologies (OPEN)

Companies in the Real Estate sector have received a lot of coverage today as analysts weigh in on American Healthcare REIT, Inc. (AHR – Research Re...

Analysts Offer Insights on Real Estate Companies: American Healthcare REIT, Inc. (AHR) and Opendoor Technologies (OPEN)

Opendoor is sure looking more and more like a meme or reddit stock with it's own army of supporters calling themselves the Open Army. Kaj's narativ...

TOPCaesarHicks: Cash crunch is real. New shares dilute value. Meme hype won't fix fundamentals. Stay sharp![看跌]

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645

Sporeshare

2025-11-11

$Suntec Reit(T82U.SI)$ Suntec Reit - She is gaining strength, likely to rise up to test 1.38! A nice breakout smoothly at 1.38 plus good volume we may see her rising up further towards 1.46 than 1.50 and 1.60. Oct interest rate cut of 0.25% would certainly help to lower the borrowing costs. This may likely help to increase the distribution income and DPU payout. Pls dyodd. https://sporeshare.blogspot.com/2025/11/suntec-reit-she-is-gaining-strength.html

$Suntec Reit(T82U.SI)$ Suntec Reit - She is gaining strength, likely to rise up to test 1.38! A nice breakout smoothly at 1.38 plus good volume we ...

TOPPorterLamb: Breakout confirmed! Next stop $1.46 🚀

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2.07K

orsiri

2025-11-11

BigBear.ai is sprinting ahead — but its financial engine is still coughing

BigBear.ai looks every inch the market darling, with a 224 per cent one-year return and a valuation that usually belongs to polished, enterprise-scale AI platforms. Yet the fundamentals tell a very different story. Revenue over the past twelve months sits at roughly $153 million, and quarterly sales are shrinking at an 18 per cent year-on-year pace. I see a company trying to grow into a valuation that assumes momentum it hasn’t yet earned, and the widening gap between its slowing top line and expanding cost base feels like a warning that ambition is outrunning execution. This is a business that has built a fast-moving narrative, but the financials haven’t kept pace with the headlines. Momentum dazzles — until the numbers start whispering doubt The numbers whisper caution while the price sh

BigBear.ai is sprinting ahead — but its financial engine is still coughing

# 💰Stocks to watch today?(23 Jan）

TOPEnid Bertha: CEO from Ask Sage will be joining Big Bear, at the closing of the transaction, to lead the technology team as the Chief Technology Officer. Let's Go!!!

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1.38K

nerdbull1669

2025-11-11

Will USDC Circulation Growth Help Circle Internet Group (CRCL) Earnings?

$Circle Internet Corp.(CRCL)$ is scheduled to report its Q3 2025 financial results on Wednesday, November 12, 2025, before market open (BMO). Circle Internet Group (CRCL) is the issuer of the USDC stablecoin, and its performance is closely tied to the broader digital currency and stablecoin ecosystem. Consensus Estimates Consensus EPS (Earnings Per Share) Forecast: $0.17 per share. (Note: Estimates have been revised upward recently). Consensus Revenue Forecast: Approximately $708.92 million to $709.90 million. Pre-Earnings Sentiment and Context Prior Quarter Performance (Q2 2025): CRCL significantly beat the consensus EPS estimate, reporting adjusted earnings of $1.02 per share against an estimate of $0.29. Earnings ESP: The company currently has

Will USDC Circulation Growth Help Circle Internet Group (CRCL) Earnings?

# CoreWeave & Circle: Bearish Scenario to $50?

TOPPhyllis Strachey: USDC’s $75.85B circulation surge will lock in CRCL’s beat!

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506

Mrzorro

2025-11-11

Earnings Review: Rocket Lab Narrows Losses Unexpectedly and Shows Clear Revenue Visibility $Rocket Lab USA, Inc.(RKLB)$ unveiled its financial outcomes for the third quarter following the market's close on monday. The company surprisingly announced a narrowing of losses, as higher revenue levels diluted costs. Core Financial Indicators Q3 Financial Outcomes: Revenue was $155 million, up 48% year over year. GAAP gross margin was 37%, and non-GAAP gross margin reached an all-time high of 41.9%. The company ended the quarter with a $1.1 billion backlog after Q3 additions and more than $1 billion in cash, cash equivalents, and other liquid resources following the ATM offering. Business Segment Breakdown Rocke

Earnings Review: Rocket Lab Narrows Losses Unexpectedly and Shows Clear Revenue Visibility $Rocket Lab USA, Inc.(RKLB)$ unveiled its financial outc...

# 💰Stocks to watch today?(23 Jan）

TOPgogogoFor: Solid execution! Margins expanding while scaling Neutron R&D, that backlog looks tasty[强]

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898

Mrzorro

2025-11-11

CoreWeave Q3 Review: Strong Demand, Mixed Results CoreWeave's Q3 results topped expectations but full-year guidance was revised down. Combined with disclosures about delays at third-party data centers, the stock fell more than 6% after hours. Core Financial Indicators ~Q3 revenue: $1.36B, up 134% year over year, above company guidance and Street expectations. ~Q4 revenue guide: $1.54B, implying growth decelerating to 106% year over year. Partly due to slower-than-expected progress at third-party data centers. ~Revenue backlog beat expectations. It reached $55.6B at Q3 end, with more than $25B added in the quarter. Nearly doubled versus Q2, about 4x year to date. Customer concentration fell quickly. The largest customer(OpenAI)'s share of backlog dropped from roughly 85% at the start of the

CoreWeave Q3 Review: Strong Demand, Mixed Results CoreWeave's Q3 results topped expectations but full-year guidance was revised down. Combined with...

# CoreWeave Freefall Below $90! Buy the Dip or Brave for Bumpy Ride?

TOPMerle Ted: Will their uncle Nvidia step in again to buy more shares and claim once more that Nvidia will purchase all the unsold computing power of CRWV? This time, Nvidia should state the exact price they are willing to pay.

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1.05K

xc__

2025-11-11

Is Circle's Stock Poised for a Stablecoin Surge or Valuation Vortex? 🔥💰

Circle Internet Group ( $Circle Internet Corp.(CRCL)$ ), the powerhouse behind USDC, is gearing up for its Q3 2025 earnings drop tomorrow, and the buzz is electric! 📈 With shares hovering near $104 today, down from recent peaks but still commanding attention after a wild ride since its June IPO at $31, investors are eyeing whether this stablecoin giant is undervalued or overhyped. 😎 Let's dive deep into the numbers, growth drivers, and why this could be a portfolio game-changer. First off, the earnings spotlight: Analysts are projecting revenue to hit around $700 million for Q3, fueled by booming USDC adoption across blockchains and fresh products like tokenized funds and payment networks. That's a solid jump from prior quarters, showcasing Circle

Is Circle's Stock Poised for a Stablecoin Surge or Valuation Vortex? 🔥💰

# CoreWeave & Circle: Bearish Scenario to $50?

TOPValerie Archibald: ARC platform alone is multi trillion $$$ opportunity. Hold tight for long term.

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872

Lanceljx

2025-11-11

TSMC’s October print matters because it is not merely a “good sales month” — it is a leading indicator of downstream demand intensity in high-end wafers, and historically TSMC’s revenue inflections precede the sharpest earnings beats from the fabless leaders by one to two quarters. October being a record month implies that the 3 nm and CoWoS capacity squeeze is still real, and that the capex digestion narrative was overstated. Implication for Nvidia If TSMC’s ramp is driven by HBM+advanced packaging, then sentiment will naturally lean towards a pre-earnings re-rating for Nvidia, because: Nvidia remains the biggest single beneficiary of CoWoS priority Nvidia converts wafer share into gross margin faster than any peer Nvidia’s backlog visibility is longer than the macro volatility window So

TSMC’s October print matters because it is not merely a “good sales month” — it is a leading indicator of downstream demand intensity in high-end w...

# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

TOPEnid Bertha: $350 by year end. Santa is rearing to go.

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1.69K

kei3006

2025-11-10

$CapitaLandInvest(9CI.SI)$ There has been chatter around CLI’s potential merger with either Mapletree or Frasers Property. While the market speculates on consolidation, I believe strategic discipline must prevail. 🔍 Mapletree Merger – Misaligned Portfolios, Minimal Synergy I’m negative on any CLI-Mapletree merger. Their portfolios are structurally divergent—Mapletree leans heavily into logistics and industrial, while CLI’s strength lies in integrated developments and hospitality. The overlap is minimal, and any merger would likely dilute operational clarity rather than enhance it. Forced integration across such different asset classes risks inefficiency and muddled execution. ✅ Frasers Property – A More Tactical Fit A buyout or merger with

$CapitaLandInvest(9CI.SI)$ There has been chatter around CLI’s potential merger with either Mapletree or Frasers Property. While the market specula...

TOPKevinKelly: [强]Spot-on analysis! Frasers'retail synergies could be game-changing for CLI's hospitality vertical.

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2.41K

KSG

2025-11-11

$Sea Ltd(SE)$ Every time Sea Ltd surprises the market, it feels like investors can’t decide whether to cheer or hold their breath. After a volatile October, $SEA is once again in the spotlight as it prepares to release its next earnings report. Expectations are high: analysts forecast earnings of about $0.77 per share and revenue climbing 30.5% year over year to roughly $5.65 billion, up from $4.33 billion a year earlier. The numbers suggest a company that has regained its footing after a rough couple of years—but investors want to know whether this growth is sustainable or just a short-term rebound. Last Friday’s sharp pullback in the stock wiped out a good chunk of the recent rally, yet something interesting

$Sea Ltd(SE)$ Every time Sea Ltd surprises the market, it feels like investors can’t decide whether to cheer or hold their breath. After a volatile...

# Sea Sinks on EPS Miss: Uptrend Reverses?

TOPMortimer Arthur: the road is clear to $190.

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320

Tiger V

2025-11-07

$Alphabet(GOOG)$ Alphabet’s blockbuster Q3 earnings on Oct. 29, which shattered expectations with a record $102.4 billion in revenue and an impressive EPS of $2.87. The company delivered double-digit growth across Search, YouTube, and Google Cloud, reaffirming its dominance in digital advertising and cloud computing. CEO Sundar Pichai emphasized the accelerating impact of AI, including a major deal with Anthropic for up to 1 million TPUs and over 70% of cloud customers now using Google AI tools—underscoring Alphabet’s expanding leadership in the AI-driven future

$Alphabet(GOOG)$ Alphabet’s blockbuster Q3 earnings on Oct. 29, which shattered expectations with a record $102.4 billion in revenue and an impress...

# Winning Trades

TOPKarenAldridge: Crushing it! AI deals + cloud growth = unstoppable momentum [666]

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578

Tiger V

2025-11-07

$MSTX 20251114 37.0 PUT$ MSTR's massive Bitcoin exposure has become a double-edged sword. While its $66 billion Bitcoin treasury underscores strong conviction in crypto, it also creates a heavy financial burden. The firm faces annualized dividend and interest expenses of about $689 million, projected to rise further as new Bitcoin purchases are funded through additional preferred dividends and debt. With Michael Saylor’s “never sell” stance, MSTR’s financial flexibility appears increasingly limited, raising long-term sustainability concerns despite Bitcoin’s bullish outlook.

$MSTX 20251114 37.0 PUT$ MSTR's massive Bitcoin exposure has become a double-edged sword. While its $66 billion Bitcoin treasury underscores strong...

# Winning Trades

TOPsnipey: Massive Bitcoin exposure could backfire if prices dip. Debt piling up is worrying long-term.[吃瓜]