$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa

This earnings season packs a punch with growth stocks swinging wildly, delivering thrills and chills for investors everywhere! 🌟 Picture this: massive beats on key metrics, yet some stocks tank hard while others skyrocket. We're diving deep into the drama between rebound king Unity ( $Unity(UNTY)$ ) and slumping star Duolingo (DUOL), sprinkled with insights from Upwork (UPWK), Snap (SNAP), and Pinterest (PINS). Is it time to scoop up the dippers or ride the risers? Let's break it down with fresh data straight from the front lines. 💥 Starting with Duolingo – the language app that's got everyone hooked on learning, but ouch, that stock reaction! 😩 They smashed revenue at $272 million, exploding 41% year-over-year and topping estimates of $260 millio

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Rocket Lab USA, Inc.(RKLB)$ I’m watching markets reset credibility in real time as we head toward the 29 Oct 25 Federal Reserve meeting. Fed funds futures now embed a 99 % probability of a 25 bps cut, lowering the band to 3.75–4.00 %, with an 87.9 % chance of another in December. Despite headline CPI rising 3.0 % y/y, the highest in 16 months, core came in at 0.3 % m/m, landing perfectly in JPMorgan’s “welcome-respite” zone that historically drives +0.75 % to +1.25 % SPX gains. We got exactly that +0.6 % pop. Services inflation remains sticky at 5.2 %, goods -0.1 %, and that mismatch is why I expect a temporary flush before poli

Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$   has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's "forever partner." Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks

$Block, Inc.(XYZ)$ is anticipated to report its fiscal Q3 2025 earnings around November 6, 2025 (based on inferred historical patterns). Based on the latest available analyst estimates and company guidance leading up to the report, here is an overview of what to watch: The general market expectation for Q3 2025 is as follows: Gross Profit: Expected to be around $2.60 billion, which would suggest an increase of approximately 16% year-over-year. This is a primary focus metric for Block. Revenue: Projected to be around $6.34 billion. Adjusted EPS (Earnings Per Share): Consensus is about $0.63 per share. Block (XYZ) Fiscal Q2 2025 Earnings Summary Block reported a mixed set of results for the second quarter of 2025, with revenues and adjusted earnings

$Snap Inc(SNAP)$ is scheduled to report its Q3 2025 financial results on November 5, 2025, after the market closes. Consensus Estimates Market expectations suggest a slight increase in revenue and a significant move toward profitability compared to the year-ago quarter. Note: Analysts are divided, with other forecasts for EPS being a loss of ($0.11) per share. The stock has a recent history of beating consensus earnings estimates. Key Factors and Challenges Advertising Platform Issues: Snap has been dealing with residual impacts from an ad platform issue in the prior quarter that led to discounted ad campaigns and depressed returns for advertisers. Investors will watch for clear signs of stabilization and recovery in their advertising auction dyna

Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p

In the third quarter, two platform companies focused on visual social media and advertising— $Pinterest, Inc.(PINS)$ and $Snap Inc(SNAP)$ —both delivered results showcasing "growth plus transformation." Yet their secondary market stock price performances diverged significantly. The two companies exhibit distinct differences in growth trajectories, operational structures, investor expectations, and market reactions.Pinterest's revenue grew year-over-year and its user base hit a new record, presenting an overall picture of "steady progress and accelerated transformation." Meanwhile, while Snap also achieved growth and improved profitability metrics, investors remain cautious about the sustainability of its

Figma Inc. $Figma(FIG)$ , the collaborative design software powerhouse, delivered its Q3 2025 earnings report on November 5, 2025, showcasing resilient growth in a competitive market. The results, which highlighted the impact of AI integrations on customer acquisition and retention, come on the heels of a challenging Q2 where the stock faced significant pressure following its July 2025 IPO. As of after-hours trading on November 5, shares climbed 6.7% to $47, signalling investor approval of the beat-and-raise quarter. In this analysis, we'll break down the key metrics, compare them to Q2, examine the stock's trajectory, and provide an independent assessment of Figma's trajectory. Q3 2025 Highlights: Beating Expectations with AI Momentum Figma report

This article serves as a supplemental analysis to the previous piece, "Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility," focusing specifically on the potential short-term fluctuations in FIG's stock price due to upcoming lock-up expirations and market dynamics. While Figma's Q3 earnings report was positive, the impending lock-up period expirations could indeed trigger significant stock price volatility over the next few weeks to a month, particularly in the current market environment, where insider and early investor selling pressure should not be underestimated. Below, I'll combine the latest data and analysis to share my independent judgment. Lock-Up Period Details and Potential Impact Based on reliable sources, Figma's IPO lock-up period is primarily 180 days, startin

$Visa(V)$ is scheduled to report its fiscal fourth quarter (ending September 30, 2025) earnings around Tuesday, October 28, 2025, after market close. Analyst Consensus Estimates Current consensus forecasts indicate continued steady growth, driven by resilient consumer spending and the strength of its cross-border business. Summary of Fiscal Q3 2025 Earnings Visa delivered a strong fiscal third quarter for 2025 (period ended June 30, 2025), surpassing analyst expectations on both the top and bottom lines, driven by continued growth in key business drivers: Revenue Growth: Net revenue increased by 14% year-over-year to $10.2 billion, beating consensus estimates. Earnings Per Share (EPS): Non-GAAP adjusted diluted EPS was $2.98, representing a strong 23

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Earnings season is heating up, and these growth dynamos are in the spotlight! 🚀 With market volatility spiking, investors are eyeing Upstart (UPST), Duolingo ( $Duolingo, Inc.(DUOL)$ ), and Snap (SNAP) for potential massive gains. We're diving deep into their Q3 setups, crunching numbers on revenue blasts, EPS surprises, and analyst vibes to spot the winner poised for a 20% surge. Let's break it down step by step, folks! 📈 First up: Upstart Holdings ( $Upstart Holdings, Inc.(UPST)$ ) – the AI lending wizard shaking up credit decisions. 😎 This one's all about economic recovery vibes. A