Earning Season

10:08

[Earnings Recap] Nvidia Beats Again, But CRM Steals the Show

Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production

[Earnings Recap] Nvidia Beats Again, But CRM Steals the Show

Tiger_Earnings

08-26 10:40

[Earnings Recap]Dick’s Crashes 31%, Intuit Drops 10% — Guidance Is Killing the Rally

Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. $Dick's Sporting Goods(DKS)$ -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g

[Earnings Recap]Dick’s Crashes 31%, Intuit Drops 10% — Guidance Is Killing the Rally

Myrttle

08-26 21:52

Zoom has more potential

KYHBKO

08-24 18:55

(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)

Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th

(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)

Tiger_Earnings

08-25 15:40

[Earnings Recap] XPeng Sinks 9%, PDD Slips1.48% — A Rough Day for China Growth Stocks

Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. $XPeng Inc.(XPEV)$ -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp

[Earnings Recap] XPeng Sinks 9%, PDD Slips1.48% — A Rough Day for China Growth Stocks

Tiger_Earnings

08-24

[Stock Prediction] Nvidia Has Almost Everything Going Right — So What’s Left to Surprise?

NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. $NVIDIA(NVDA)$ But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h

[Stock Prediction] Nvidia Has Almost Everything Going Right — So What’s Left to Surprise?

Tiger_Earnings

08-21

[Earnings Recap] Walmart Just Had Its Worst Day in Years — What Happened?

Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co

[Earnings Recap] Walmart Just Had Its Worst Day in Years — What Happened?

Tiger_Earnings

08-19

[Earnings Recap] Baidu Crashes 13%, La-Z-Boy Sinks 16% — Earnings Season Isn’t Over Yet

Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. $Klarna Group plc(KLAR)$-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14

[Earnings Recap] Baidu Crashes 13%, La-Z-Boy Sinks 16% — Earnings Season Isn’t Over Yet

Tiger_Earnings

08-20

[Earnings Recap] Estée Lauder Soars 16%, Target Gains 4% — Is the Consumer Rebound?

Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. $Estee Lauder(EL)$ +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh

[Earnings Recap] Estée Lauder Soars 16%, Target Gains 4% — Is the Consumer Rebound?

Tiger_Earnings

08-14

[Earnings Recap] AMAT Beat Earnings — So Why Did the Stock Fall 5%?

Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. $Applied Materials(AMAT)$ -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l

[Earnings Recap] AMAT Beat Earnings — So Why Did the Stock Fall 5%?

Tiger_Earnings

08-13

[Earnings Recap] Cisco Beats but Drops 4% — Cerebras Slides 16%

The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev

[Earnings Recap] Cisco Beats but Drops 4% — Cerebras Slides 16%

Shyon

08-20

If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL )$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while

Tiger_Earnings

07-22

[Stock Prediction] How will INTC close after its earnings report?

Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year

[Stock Prediction] How will INTC close after its earnings report?

vodkalime

08-16

I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small

Tiger_Earnings

07-13

[Stock Prediction] Can TSM Beat Again?

TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$Taiwan Semiconductor Manufacturing(TSM)$ After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate

[Stock Prediction] Can TSM Beat Again?

Tiger_Earnings

07-20

[Stock Prediction] How will TSLA close after its earnings report?

Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t

[Stock Prediction] How will TSLA close after its earnings report?

Tiger_Earnings

07-14

[Stock Prediction] How will NFLX close after its earnings report?

Netflix is set to report second-quarter earnings after the bell on Thursday, July 16. The stock has fallen nearly 25% over the past three months and has dropped after each of its last four earnings reports. $Netflix(NFLX)$ Analysts expect Netflix to report second-quarter revenue of about $12.58 billion and earnings of $0.79 per share. Netflix previously guided for second-quarter revenue of about $12.57 billion, up 13.5% year over year. What to Watch Advertising will be a major focus. Netflix’s ad-supported service has surpassed 250 million monthly active viewers, and the company expects ad revenue to double to about $3 billion in 2026. Investors will be looking for updates on ad revenue, engagement, monetization and the number of users choosing th

[Stock Prediction] How will NFLX close after its earnings report?

Shyon

07-21

I'm bullish on $Tesla Motors(TSLA)$ going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati

Shyon

07-23

I’m voting bearish, expecting $Intel(INTC)$ to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a "sell the news" event. With expectations running high, my prediction is a 5%-10% pu

koolgal

07-22

🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive "buy the rumour, sell the news" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg

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Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production","listText":"Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production","text":"Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production","images":[{"img":"https://community-static.tradeup.com/news/0a3eedc2db083e98899202863e468e80","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":48,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/601291936650752","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600945795793272,"gmtCreate":1787752328213,"gmtModify":1787752330848,"author":{"id":"4206369572749952","authorId":"4206369572749952","name":"Myrttle","avatar":"https://community-static.tradeup.com/news/7ffd74e9a9a54fdf527ac463412460bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206369572749952","idStr":"4206369572749952"},"themes":[],"title":"","htmlText":"Zoom has more potential","listText":"Zoom has more potential","text":"Zoom has more potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600945795793272","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600806827216944,"gmtCreate":1787712051618,"gmtModify":1787712251745,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap]Dick’s Crashes 31%, Intuit Drops 10% — Guidance Is Killing the Rally","htmlText":"Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. <a href=\"https://ttm.financial/S/DKS\">$Dick's Sporting Goods(DKS)$</a> -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g","listText":"Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. <a href=\"https://ttm.financial/S/DKS\">$Dick's Sporting Goods(DKS)$</a> -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g","text":"Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. $Dick's Sporting Goods(DKS)$ -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g","images":[{"img":"https://community-static.tradeup.com/news/f01604a8be1ac42e672d6189f1e437ea","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":179,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/600806827216944","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600526355140752,"gmtCreate":1787643659048,"gmtModify":1787647854773,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] XPeng Sinks 9%, PDD Slips1.48% — A Rough Day for China Growth Stocks","htmlText":"Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp","listText":"Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp","text":"Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. $XPeng Inc.(XPEV)$ -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp","images":[{"img":"https://community-static.tradeup.com/news/27c5ac53a90ae5cb5f91913689974a85","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/600526355140752","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4243426647434722","idStr":"4243426647434722"},"content":"Both results show that improving margins or beating profit estimates is not enough when revenue growth and forward guidance continue to weaken.","text":"Both results show that improving margins or beating profit estimates is not enough when revenue growth and forward guidance continue to weaken.","html":"Both results show that improving margins or beating profit estimates is not enough when revenue growth and forward guidance continue to weaken."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600175586596400,"gmtCreate":1787568909195,"gmtModify":1787648296708,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)","htmlText":"Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th","listText":"Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th","text":"Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th","images":[{"img":"https://community-static.tradeup.com/news/d4a5f573971d4eda836bfe2114b755bb","width":"1456","height":"819"},{"img":"https://community-static.tradeup.com/news/96544034bcec383b2a3ff81d2c92cfec","width":"1306","height":"944"},{"img":"https://community-static.tradeup.com/news/fb162452f519a5359b6aeea4d8ec3f7b","width":"954","height":"1320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/600175586596400","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274776688173","authorId":"3479274776688173","name":"HiTALK","avatar":"https://static.tigerbbs.com/8c0eb7ae4762306c23ef3a30fb831746","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274776688173","idStr":"3479274776688173"},"content":"AI cuts both ways for Salesforce. I care more about how fast they fold it into the core stack, because enterprise stickiness helps until usage really shifts","text":"AI cuts both ways for Salesforce. I care more about how fast they fold it into the core stack, because enterprise stickiness helps until usage really shifts","html":"AI cuts both ways for Salesforce. I care more about how fast they fold it into the core stack, because enterprise stickiness helps until usage really shifts"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":600294963073048,"gmtCreate":1787564870709,"gmtModify":1787565046365,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] Nvidia Has Almost Everything Going Right — So What’s Left to Surprise?","htmlText":"NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h","listText":"NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h","text":"NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. $NVIDIA(NVDA)$ But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h","images":[{"img":"https://community-static.tradeup.com/news/fe8f33ea9768b98dfd86260cb4e56867","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":27,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/600294963073048","isVote":2,"tweetType":1,"viewCount":10849,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5592,"gmtBegin":1787565045984,"gmtEnd":1787774400000,"type":1,"upper":1,"title":"How will NVDA close after its earnings report?","choices":[{"id":19297,"sort":1,"name":"Very Green (more than 10%)","userSize":5,"voted":false},{"id":19298,"sort":1,"name":"Green (5% to 10%)","userSize":21,"voted":false},{"id":19299,"sort":1,"name":"Flat (-5% to 5%)","userSize":15,"voted":false},{"id":19300,"sort":1,"name":"Red (-10% to-5%)","userSize":7,"voted":false},{"id":19301,"sort":1,"name":"Very Red (below-10%)","userSize":2,"voted":false}]},"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599199833937408,"gmtCreate":1787285762702,"gmtModify":1787285804414,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Earnings  Recap] Walmart Just Had Its Worst Day in Years — What Happened?","htmlText":"Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co","listText":"Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co","text":"Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co","images":[{"img":"https://community-static.tradeup.com/news/fc0e49462152611ad30e89ecd1d7b734","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":130,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/599199833937408","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4243426647434722","idStr":"4243426647434722"},"content":"The divergence between Walmart and Ross is interesting. Consumer spending hasn’t disappeared—it’s clearly shifting toward cheaper options. For Alibaba, the question isn’t whether AI is growing fast enough, but when its massive AI investments will actually translate into profits.","text":"The divergence between Walmart and Ross is interesting. Consumer spending hasn’t disappeared—it’s clearly shifting toward cheaper options. For Alibaba, the question isn’t whether AI is growing fast enough, but when its massive AI investments will actually translate into profits.","html":"The divergence between Walmart and Ross is interesting. Consumer spending hasn’t disappeared—it’s clearly shifting toward cheaper options. For Alibaba, the question isn’t whether AI is growing fast enough, but when its massive AI investments will actually translate into profits."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598673721664016,"gmtCreate":1787202224867,"gmtModify":1787217088045,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward <a href=\"https://ttm.financial/S/EL\"> $Estee Lauder(</a><a href=\"https://ttm.financial/S/EL\">EL</a><a href=\"https://ttm.financial/S/EL\">)$ </a>. The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like<a href=\"https://ttm.financial/S/TGT\"> $Target(TGT)$ </a> setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while","listText":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward <a href=\"https://ttm.financial/S/EL\"> $Estee Lauder(</a><a href=\"https://ttm.financial/S/EL\">EL</a><a href=\"https://ttm.financial/S/EL\">)$ </a>. The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like<a href=\"https://ttm.financial/S/TGT\"> $Target(TGT)$ </a> setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while","text":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while","images":[{"img":"https://community-static.tradeup.com/news/133555c9af18fa46e42d3b15e88fca01"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/598673721664016","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000714","authorId":"9000000000000714","name":"zippixo","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000714","idStr":"9000000000000714"},"content":"Tom Ford and Le Labo are doing the heavy lifting here. If fragrance keeps offsetting the skincare drag, EL still has room even after that pop","text":"Tom Ford and Le Labo are doing the heavy lifting here. If fragrance keeps offsetting the skincare drag, EL still has room even after that pop","html":"Tom Ford and Le Labo are doing the heavy lifting here. If fragrance keeps offsetting the skincare drag, EL still has room even after that pop"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598701251694720,"gmtCreate":1787197996571,"gmtModify":1787198044822,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] Estée Lauder Soars 16%, Target Gains 4% — Is the Consumer Rebound?","htmlText":"Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. <a href=\"https://ttm.financial/S/EL\">$Estee Lauder(EL)$</a> +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh","listText":"Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. <a href=\"https://ttm.financial/S/EL\">$Estee Lauder(EL)$</a> +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh","text":"Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. $Estee Lauder(EL)$ +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh","images":[{"img":"https://community-static.tradeup.com/news/a9a4cb619a5597a17a154553918c2f63","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":162,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/598701251694720","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving. @TigerStars @TigerClub @Tiger_comments @Tiger_Earnings","text":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving. @TigerStars @TigerClub @Tiger_comments @Tiger_Earnings","html":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving. @TigerStars @TigerClub @Tiger_comments @Tiger_Earnings"},{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4243426647434722","idStr":"4243426647434722"},"content":"I’d pick Estée Lauder—the turnaround looks more fundamental, while Target still benefits from a one-off tariff boost.","text":"I’d pick Estée Lauder—the turnaround looks more fundamental, while Target still benefits from a one-off tariff boost.","html":"I’d pick Estée Lauder—the turnaround looks more fundamental, while Target still benefits from a one-off tariff boost."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598466507003392,"gmtCreate":1787106727806,"gmtModify":1787106781052,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] Baidu Crashes 13%, La-Z-Boy Sinks 16% — Earnings Season Isn’t Over Yet","htmlText":"Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. <a href=\"https://ttm.financial/S/KLAR\">$Klarna Group plc(KLAR)$</a>-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14","listText":"Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. <a href=\"https://ttm.financial/S/KLAR\">$Klarna Group plc(KLAR)$</a>-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14","text":"Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. $Klarna Group plc(KLAR)$-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14","images":[{"img":"https://community-static.tradeup.com/news/eaebc2c5f7eb1f67c6b344b6f8ab4361","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/598466507003392","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597422541570768,"gmtCreate":1786881793574,"gmtModify":1786881796484,"author":{"id":"3583640156212911","authorId":"3583640156212911","name":"vodkalime","avatar":"https://static.tigerbbs.com/abda8f65f1daba6e4b3b6e1d43dc4973","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3583640156212911","idStr":"3583640156212911"},"themes":[],"title":"","htmlText":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","listText":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","text":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597422541570768","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596773451236456,"gmtCreate":1786693338376,"gmtModify":1786693357469,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] AMAT Beat Earnings — So Why Did the Stock Fall 5%?","htmlText":"Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l","listText":"Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l","text":"Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. $Applied Materials(AMAT)$ -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l","images":[{"img":"https://community-static.tradeup.com/news/372e30949f000e06b620d2b43c0aeeef","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/596773451236456","isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583640156212911","authorId":"3583640156212911","name":"vodkalime","avatar":"https://static.tigerbbs.com/abda8f65f1daba6e4b3b6e1d43dc4973","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3583640156212911","idStr":"3583640156212911"},"content":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","text":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","html":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596361231938640,"gmtCreate":1786592697923,"gmtModify":1786593407240,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] Cisco Beats but Drops 4% — Cerebras Slides 16%","htmlText":"The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. <a href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$</a> -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev","listText":"The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. <a href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$</a> -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev","text":"The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev","images":[{"img":"https://community-static.tradeup.com/news/33be176f2cee087fb3a1a58721bda768","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":149,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/596361231938640","isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588968477119776,"gmtCreate":1784821240579,"gmtModify":1784861404555,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m voting bearish, expecting<a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a> to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a \"sell the news\" event. With expectations running high, my prediction is a 5%-10% pu","listText":"I’m voting bearish, expecting<a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a> to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a \"sell the news\" event. With expectations running high, my prediction is a 5%-10% pu","text":"I’m voting bearish, expecting $Intel(INTC)$ to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a \"sell the news\" event. With expectations running high, my prediction is a 5%-10% pu","images":[{"img":"https://community-static.tradeup.com/news/d324ebbfacf5e6902d4915644211fbb3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":49,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/588968477119776","isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4247615819131182","authorId":"4247615819131182","name":"Phoebezzz","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4247615819131182","idStr":"4247615819131182"},"content":"[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?","text":"[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?","html":"[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588707118621592,"gmtCreate":1784757429445,"gmtModify":1784757432169,"author":{"id":"4131338849472182","authorId":"4131338849472182","name":"Ri_Love","avatar":"https://community-static.tradeup.com/news/d44f7348e7c8ff958206c6a676c273e9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131338849472182","idStr":"4131338849472182"},"themes":[],"title":"","htmlText":"I could be wrong? [Glance]","listText":"I could be wrong? [Glance]","text":"I could be wrong? [Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588707118621592","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588760867168704,"gmtCreate":1784752566128,"gmtModify":1784796333985,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I believe <a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a>will close Green post earnings on Thursday.&nbsp; 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust.&nbsp; Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate&nbsp; but is still well below its 52 week high of USD 142.34.&nbsp; So there is much upside potential.","listText":"🌟🌟🌟I believe <a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a>will close Green post earnings on Thursday.&nbsp; 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust.&nbsp; Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate&nbsp; but is still well below its 52 week high of USD 142.34.&nbsp; So there is much upside potential.","text":"🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential.","images":[{"img":"https://community-static.tradeup.com/news/b1aa7340310fb0164e798d67f2928450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":8,"repostSize":28,"link":"https://ttm.financial/post/588760867168704","isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @Shyon @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000","text":"Nice Sharing 😁 @Shyon @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000","html":"Nice Sharing 😁 @Shyon @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588607674630584,"gmtCreate":1784730226562,"gmtModify":1784730230093,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"themes":[],"title":"","htmlText":"Let's vote 😅<a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @</a><a href=\"https://ttm.financial/U/3560184106659134\">Shernice</a><a href=\"https://ttm.financial/U/3560184106659134\">軒嬣 2000 </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","listText":"Let's vote 😅<a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @</a><a href=\"https://ttm.financial/U/3560184106659134\">Shernice</a><a href=\"https://ttm.financial/U/3560184106659134\">軒嬣 2000 </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","text":"Let's vote 😅 @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @koolgal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588607674630584","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588581992333632,"gmtCreate":1784727938335,"gmtModify":1784728074821,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] How will INTC close after its earnings report?","htmlText":"Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year","listText":"Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year","text":"Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year","images":[{"img":"https://community-static.tradeup.com/news/0377a9cc2488ffc3b4b6bb0d00bf38a3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1346,"commentSize":9,"repostSize":27,"link":"https://ttm.financial/post/588581992333632","isVote":2,"tweetType":1,"viewCount":15311,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5555,"gmtBegin":1784728074461,"gmtEnd":1784836800000,"type":1,"upper":1,"title":"How will INTC close after its earnings report?","choices":[{"id":19186,"sort":1,"name":"Very Green (more than 10%)","userSize":39,"voted":false},{"id":19187,"sort":1,"name":"Green (5% to 10%)","userSize":45,"voted":false},{"id":19188,"sort":1,"name":"Flat (-5% to 5%)","userSize":46,"voted":false},{"id":19189,"sort":1,"name":"Red (-10% to-5%)","userSize":12,"voted":false},{"id":19190,"sort":1,"name":"Very Red (below-10%)","userSize":5,"voted":false}]},"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Let's vote 😅 @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal","text":"Let's vote 😅 @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal","html":"Let's vote 😅 @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal"},{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","text":"🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","html":"🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":588476109866248,"gmtCreate":1784701033428,"gmtModify":1784702274083,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/TSLA\"> $Tesla Motors(TSLA)$ </a>2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls.&nbsp; But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green&nbsp; post earnings as I am cautiously optimistic on the stock.&nbsp; Elon Musk is famous for pulling rabbits out of hats.&nbsp; He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg","listText":"🌟🌟🌟<a href=\"https://ttm.financial/S/TSLA\"> $Tesla Motors(TSLA)$ </a>2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls.&nbsp; But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green&nbsp; post earnings as I am cautiously optimistic on the stock.&nbsp; Elon Musk is famous for pulling rabbits out of hats.&nbsp; He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg","text":"🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg","images":[{"img":"https://community-static.tradeup.com/news/e183c011f03e2b0416ff34c64570ca76"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":8,"repostSize":13,"link":"https://ttm.financial/post/588476109866248","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4125545119825582","authorId":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/f72f7c8c7a3f167c0f03f6041d1ff44f","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4125545119825582","idStr":"4125545119825582"},"content":"Sir you are always bullish for earnings beat. Tesla crashes post -earnings most of the time. But i still hope you are right. Its better if everyone makes money when stock rises. Cheers n thanks for sharing 😃","text":"Sir you are always bullish for earnings beat. Tesla crashes post -earnings most of the time. But i still hope you are right. Its better if everyone makes money when stock rises. Cheers n thanks for sharing 😃","html":"Sir you are always bullish for earnings beat. Tesla crashes post -earnings most of the time. But i still hope you are right. Its better if everyone makes money when stock rises. Cheers n thanks for sharing 😃"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588275281954216,"gmtCreate":1784652007536,"gmtModify":1784652010502,"author":{"id":"3580011914778910","authorId":"3580011914778910","name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580011914778910","idStr":"3580011914778910"},"themes":[],"title":"","htmlText":"Nice 💚💚💚","listText":"Nice 💚💚💚","text":"Nice 💚💚💚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588275281954216","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":601291936650752,"gmtCreate":1787796529966,"gmtModify":1787796567113,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] Nvidia Beats Again, But CRM Steals the Show","htmlText":"Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production","listText":"Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production","text":"Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production","images":[{"img":"https://community-static.tradeup.com/news/0a3eedc2db083e98899202863e468e80","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":48,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/601291936650752","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600806827216944,"gmtCreate":1787712051618,"gmtModify":1787712251745,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap]Dick’s Crashes 31%, Intuit Drops 10% — Guidance Is Killing the Rally","htmlText":"Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. <a href=\"https://ttm.financial/S/DKS\">$Dick's Sporting Goods(DKS)$</a> -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g","listText":"Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. <a href=\"https://ttm.financial/S/DKS\">$Dick's Sporting Goods(DKS)$</a> -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g","text":"Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. $Dick's Sporting Goods(DKS)$ -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g","images":[{"img":"https://community-static.tradeup.com/news/f01604a8be1ac42e672d6189f1e437ea","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":179,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/600806827216944","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600945795793272,"gmtCreate":1787752328213,"gmtModify":1787752330848,"author":{"id":"4206369572749952","authorId":"4206369572749952","name":"Myrttle","avatar":"https://community-static.tradeup.com/news/7ffd74e9a9a54fdf527ac463412460bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206369572749952","authorIdStr":"4206369572749952"},"themes":[],"title":"","htmlText":"Zoom has more potential","listText":"Zoom has more potential","text":"Zoom has more potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600945795793272","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600175586596400,"gmtCreate":1787568909195,"gmtModify":1787648296708,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)","htmlText":"Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th","listText":"Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th","text":"Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th","images":[{"img":"https://community-static.tradeup.com/news/d4a5f573971d4eda836bfe2114b755bb","width":"1456","height":"819"},{"img":"https://community-static.tradeup.com/news/96544034bcec383b2a3ff81d2c92cfec","width":"1306","height":"944"},{"img":"https://community-static.tradeup.com/news/fb162452f519a5359b6aeea4d8ec3f7b","width":"954","height":"1320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/600175586596400","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274776688173","authorId":"3479274776688173","name":"HiTALK","avatar":"https://static.tigerbbs.com/8c0eb7ae4762306c23ef3a30fb831746","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274776688173","authorIdStr":"3479274776688173"},"content":"AI cuts both ways for Salesforce. I care more about how fast they fold it into the core stack, because enterprise stickiness helps until usage really shifts","text":"AI cuts both ways for Salesforce. I care more about how fast they fold it into the core stack, because enterprise stickiness helps until usage really shifts","html":"AI cuts both ways for Salesforce. I care more about how fast they fold it into the core stack, because enterprise stickiness helps until usage really shifts"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":600526355140752,"gmtCreate":1787643659048,"gmtModify":1787647854773,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] XPeng Sinks 9%, PDD Slips1.48% — A Rough Day for China Growth Stocks","htmlText":"Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp","listText":"Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp","text":"Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. $XPeng Inc.(XPEV)$ -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp","images":[{"img":"https://community-static.tradeup.com/news/27c5ac53a90ae5cb5f91913689974a85","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/600526355140752","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"Both results show that improving margins or beating profit estimates is not enough when revenue growth and forward guidance continue to weaken.","text":"Both results show that improving margins or beating profit estimates is not enough when revenue growth and forward guidance continue to weaken.","html":"Both results show that improving margins or beating profit estimates is not enough when revenue growth and forward guidance continue to weaken."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600294963073048,"gmtCreate":1787564870709,"gmtModify":1787565046365,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] Nvidia Has Almost Everything Going Right — So What’s Left to Surprise?","htmlText":"NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h","listText":"NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h","text":"NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. $NVIDIA(NVDA)$ But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h","images":[{"img":"https://community-static.tradeup.com/news/fe8f33ea9768b98dfd86260cb4e56867","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":27,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/600294963073048","isVote":2,"tweetType":1,"viewCount":10849,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5592,"gmtBegin":1787565045984,"gmtEnd":1787774400000,"type":1,"upper":1,"title":"How will NVDA close after its earnings report?","choices":[{"id":19297,"sort":1,"name":"Very Green (more than 10%)","userSize":5,"voted":false},{"id":19298,"sort":1,"name":"Green (5% to 10%)","userSize":21,"voted":false},{"id":19299,"sort":1,"name":"Flat (-5% to 5%)","userSize":15,"voted":false},{"id":19300,"sort":1,"name":"Red (-10% to-5%)","userSize":7,"voted":false},{"id":19301,"sort":1,"name":"Very Red (below-10%)","userSize":2,"voted":false}]},"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599199833937408,"gmtCreate":1787285762702,"gmtModify":1787285804414,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings  Recap] Walmart Just Had Its Worst Day in Years — What Happened?","htmlText":"Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co","listText":"Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a>-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co","text":"Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co","images":[{"img":"https://community-static.tradeup.com/news/fc0e49462152611ad30e89ecd1d7b734","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":130,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/599199833937408","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"The divergence between Walmart and Ross is interesting. Consumer spending hasn’t disappeared—it’s clearly shifting toward cheaper options. For Alibaba, the question isn’t whether AI is growing fast enough, but when its massive AI investments will actually translate into profits.","text":"The divergence between Walmart and Ross is interesting. Consumer spending hasn’t disappeared—it’s clearly shifting toward cheaper options. For Alibaba, the question isn’t whether AI is growing fast enough, but when its massive AI investments will actually translate into profits.","html":"The divergence between Walmart and Ross is interesting. Consumer spending hasn’t disappeared—it’s clearly shifting toward cheaper options. For Alibaba, the question isn’t whether AI is growing fast enough, but when its massive AI investments will actually translate into profits."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598466507003392,"gmtCreate":1787106727806,"gmtModify":1787106781052,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] Baidu Crashes 13%, La-Z-Boy Sinks 16% — Earnings Season Isn’t Over Yet","htmlText":"Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. <a href=\"https://ttm.financial/S/KLAR\">$Klarna Group plc(KLAR)$</a>-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14","listText":"Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. <a href=\"https://ttm.financial/S/KLAR\">$Klarna Group plc(KLAR)$</a>-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14","text":"Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. $Klarna Group plc(KLAR)$-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14","images":[{"img":"https://community-static.tradeup.com/news/eaebc2c5f7eb1f67c6b344b6f8ab4361","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/598466507003392","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598701251694720,"gmtCreate":1787197996571,"gmtModify":1787198044822,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] Estée Lauder Soars 16%, Target Gains 4% — Is the Consumer Rebound?","htmlText":"Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. <a href=\"https://ttm.financial/S/EL\">$Estee Lauder(EL)$</a> +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh","listText":"Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. <a href=\"https://ttm.financial/S/EL\">$Estee Lauder(EL)$</a> +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh","text":"Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. $Estee Lauder(EL)$ +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh","images":[{"img":"https://community-static.tradeup.com/news/a9a4cb619a5597a17a154553918c2f63","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":162,"commentSize":2,"repostSize":9,"link":"https://ttm.financial/post/598701251694720","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving. @TigerStars @TigerClub @Tiger_comments @Tiger_Earnings","text":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving. @TigerStars @TigerClub @Tiger_comments @Tiger_Earnings","html":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving. @TigerStars @TigerClub @Tiger_comments @Tiger_Earnings"},{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"I’d pick Estée Lauder—the turnaround looks more fundamental, while Target still benefits from a one-off tariff boost.","text":"I’d pick Estée Lauder—the turnaround looks more fundamental, while Target still benefits from a one-off tariff boost.","html":"I’d pick Estée Lauder—the turnaround looks more fundamental, while Target still benefits from a one-off tariff boost."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596773451236456,"gmtCreate":1786693338376,"gmtModify":1786693357469,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] AMAT Beat Earnings — So Why Did the Stock Fall 5%?","htmlText":"Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l","listText":"Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l","text":"Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. $Applied Materials(AMAT)$ -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l","images":[{"img":"https://community-static.tradeup.com/news/372e30949f000e06b620d2b43c0aeeef","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/596773451236456","isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583640156212911","authorId":"3583640156212911","name":"vodkalime","avatar":"https://static.tigerbbs.com/abda8f65f1daba6e4b3b6e1d43dc4973","crmLevel":11,"crmLevelSwitch":1,"idStr":"3583640156212911","authorIdStr":"3583640156212911"},"content":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","text":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","html":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596361231938640,"gmtCreate":1786592697923,"gmtModify":1786593407240,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Earnings Recap] Cisco Beats but Drops 4% — Cerebras Slides 16%","htmlText":"The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. <a href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$</a> -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev","listText":"The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. <a href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$</a> -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev","text":"The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev","images":[{"img":"https://community-static.tradeup.com/news/33be176f2cee087fb3a1a58721bda768","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":149,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/596361231938640","isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598673721664016,"gmtCreate":1787202224867,"gmtModify":1787217088045,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward <a href=\"https://ttm.financial/S/EL\"> $Estee Lauder(</a><a href=\"https://ttm.financial/S/EL\">EL</a><a href=\"https://ttm.financial/S/EL\">)$ </a>. The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like<a href=\"https://ttm.financial/S/TGT\"> $Target(TGT)$ </a> setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while","listText":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward <a href=\"https://ttm.financial/S/EL\"> $Estee Lauder(</a><a href=\"https://ttm.financial/S/EL\">EL</a><a href=\"https://ttm.financial/S/EL\">)$ </a>. The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like<a href=\"https://ttm.financial/S/TGT\"> $Target(TGT)$ </a> setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while","text":"If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while","images":[{"img":"https://community-static.tradeup.com/news/133555c9af18fa46e42d3b15e88fca01"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/598673721664016","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000714","authorId":"9000000000000714","name":"zippixo","avatar":"https://static.tigerbbs.com/8e83e48989b3401bb5773e10a7c62208","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000714","authorIdStr":"9000000000000714"},"content":"Tom Ford and Le Labo are doing the heavy lifting here. If fragrance keeps offsetting the skincare drag, EL still has room even after that pop","text":"Tom Ford and Le Labo are doing the heavy lifting here. If fragrance keeps offsetting the skincare drag, EL still has room even after that pop","html":"Tom Ford and Le Labo are doing the heavy lifting here. If fragrance keeps offsetting the skincare drag, EL still has room even after that pop"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588581992333632,"gmtCreate":1784727938335,"gmtModify":1784728074821,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] How will INTC close after its earnings report?","htmlText":"Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year","listText":"Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year","text":"Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year","images":[{"img":"https://community-static.tradeup.com/news/0377a9cc2488ffc3b4b6bb0d00bf38a3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1346,"commentSize":9,"repostSize":27,"link":"https://ttm.financial/post/588581992333632","isVote":2,"tweetType":1,"viewCount":15311,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5555,"gmtBegin":1784728074461,"gmtEnd":1784836800000,"type":1,"upper":1,"title":"How will INTC close after its earnings report?","choices":[{"id":19186,"sort":1,"name":"Very Green (more than 10%)","userSize":39,"voted":false},{"id":19187,"sort":1,"name":"Green (5% to 10%)","userSize":45,"voted":false},{"id":19188,"sort":1,"name":"Flat (-5% to 5%)","userSize":46,"voted":false},{"id":19189,"sort":1,"name":"Red (-10% to-5%)","userSize":12,"voted":false},{"id":19190,"sort":1,"name":"Very Red (below-10%)","userSize":5,"voted":false}]},"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Let's vote 😅 @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal","text":"Let's vote 😅 @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal","html":"Let's vote 😅 @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal"},{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","text":"🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","html":"🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust. Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate but is still well below its 52 week high of USD 142.34. So there is much upside potential. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597422541570768,"gmtCreate":1786881793574,"gmtModify":1786881796484,"author":{"id":"3583640156212911","authorId":"3583640156212911","name":"vodkalime","avatar":"https://static.tigerbbs.com/abda8f65f1daba6e4b3b6e1d43dc4973","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583640156212911","authorIdStr":"3583640156212911"},"themes":[],"title":"","htmlText":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","listText":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","text":"I travel along the Pasir Ris Wafer Hub this weekend. As compare to the Siltronic, UMC and SSMC, AMAT facilities is small","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597422541570768","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585371262873632,"gmtCreate":1783943585337,"gmtModify":1783993837738,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] Can TSM Beat Again?","htmlText":"TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate","listText":"TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate","text":"TSMC is scheduled to report its 2026 second-quarter earnings before the market opens on July 16 (Thursday),$Taiwan Semiconductor Manufacturing(TSM)$ After reporting a 67.9% year-over-year jump in June revenue, TSMC's first-half revenue reached NT$2.4 trillion, up 35.6% from a year ago. June revenue also increased 6.2% month over month, bucking the seasonal slowdown seen in recent years. With AI demand remaining exceptionally strong, the company has already exceeded the high end of its own second-quarter revenue guidance. What to Watch This Quarter AI remains the biggest growth engine for TSMC.From NVIDIA, Apple and AMD to the world's largest cloud providers, demand for advanced AI chips continues to outpace supply. Analysts estimate","images":[{"img":"https://community-static.tradeup.com/news/29fb9bd8db7c3c7d5121034e18df4cfc","width":"1080","height":"1440"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":96,"commentSize":6,"repostSize":13,"link":"https://ttm.financial/post/585371262873632","isVote":2,"tweetType":1,"viewCount":14509,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5541,"gmtBegin":1783943834764,"gmtEnd":1784174400000,"type":1,"upper":1,"title":"How will TSM close Thur after its earnings report?","choices":[{"id":19135,"sort":1,"name":"Very Green (more than 10%)","userSize":16,"voted":false},{"id":19136,"sort":1,"name":"Green (5% to 10%)","userSize":29,"voted":false},{"id":19137,"sort":1,"name":"Flat (-5% to 5%)","userSize":23,"voted":false},{"id":19138,"sort":1,"name":"Red (-10% to-5%)","userSize":6,"voted":false},{"id":19139,"sort":1,"name":"Very Red (below-10%)","userSize":2,"voted":false}]},"comments":[{"author":{"id":"4163830509758562","authorId":"4163830509758562","name":"RickPANDA","avatar":"https://community-static.tradeup.com/news/b4bcab9fc9e00799638da1493b8a0e34","crmLevel":11,"crmLevelSwitch":1,"idStr":"4163830509758562","authorIdStr":"4163830509758562"},"content":"PCT: TSM July 16 Closing Price v1.0 : PCT = Pandas Coffee Talk. Current Price Range: TSM has been trading in the $420–$430 range recently. Analyst Consensus: Analysts have an average 1-year price target of roughly $498, with high estimates going up to $700. The Catalyst: The July 16 earnings call is viewed as a bellwether for the entire AI and hardware supply chain. Strong guidance could push the stock higher, while cautious outlooks could pull it back. My guess is $420 pullback.","text":"PCT: TSM July 16 Closing Price v1.0 : PCT = Pandas Coffee Talk. Current Price Range: TSM has been trading in the $420–$430 range recently. Analyst Consensus: Analysts have an average 1-year price target of roughly $498, with high estimates going up to $700. The Catalyst: The July 16 earnings call is viewed as a bellwether for the entire AI and hardware supply chain. Strong guidance could push the stock higher, while cautious outlooks could pull it back. My guess is $420 pullback.","html":"PCT: TSM July 16 Closing Price v1.0 : PCT = Pandas Coffee Talk. Current Price Range: TSM has been trading in the $420–$430 range recently. Analyst Consensus: Analysts have an average 1-year price target of roughly $498, with high estimates going up to $700. The Catalyst: The July 16 earnings call is viewed as a bellwether for the entire AI and hardware supply chain. Strong guidance could push the stock higher, while cautious outlooks could pull it back. My guess is $420 pullback."},{"author":{"id":"4227118815915842","authorId":"4227118815915842","name":"Bloodprice","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4227118815915842","authorIdStr":"4227118815915842"},"content":"Moderately bullish, but not chasing blindly on TSMC. AI chip demand still looks stronger than supply, and TSMC remains the key bottleneck for advanced nodes and CoWoS packaging. I think guidance matters more than the headline beat. If management confirms strong AI demand into 2027, I expect a positive move. My July 16 closing price guess: US$442.","text":"Moderately bullish, but not chasing blindly on TSMC. AI chip demand still looks stronger than supply, and TSMC remains the key bottleneck for advanced nodes and CoWoS packaging. I think guidance matters more than the headline beat. If management confirms strong AI demand into 2027, I expect a positive move. My July 16 closing price guess: US$442.","html":"Moderately bullish, but not chasing blindly on TSMC. AI chip demand still looks stronger than supply, and TSMC remains the key bottleneck for advanced nodes and CoWoS packaging. I think guidance matters more than the headline beat. If management confirms strong AI demand into 2027, I expect a positive move. My July 16 closing price guess: US$442."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":587841756827936,"gmtCreate":1784550575409,"gmtModify":1784715000339,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] How will TSLA close after its earnings report?","htmlText":"Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$</a> The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t","listText":"Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$</a> The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t","text":"Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t","images":[{"img":"https://community-static.tradeup.com/news/f85d7660a79cb677d5971b3a16689a8a"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":80,"commentSize":13,"repostSize":11,"link":"https://ttm.financial/post/587841756827936","isVote":2,"tweetType":1,"viewCount":2554,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5553,"gmtBegin":1784550650164,"gmtEnd":1784750400000,"type":1,"upper":1,"title":"How will TSLA close after its earnings report?","choices":[{"id":19179,"sort":1,"name":"Very Green (more than 10%)","userSize":12,"voted":false},{"id":19180,"sort":1,"name":"Green (5% to 10%)","userSize":16,"voted":false},{"id":19181,"sort":1,"name":"Flat (-5% to 5%)","userSize":23,"voted":false},{"id":19182,"sort":1,"name":"Red (-10% to-5%)","userSize":5,"voted":false},{"id":19183,"sort":1,"name":"Very Red (below-10%)","userSize":2,"voted":false}]},"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I'm bullish on $Tesla Motors(TSLA)$ going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volatility, especially with options pricing in a large move after earnings. However, I remain optimistic about Tesla's long-term AI strategy and will continue holding my position if management shows steady execution toward its autonomous driving and robotics goals. @Tiger_Earnings @TigerStars @Tiger_comments","text":"I'm bullish on $Tesla Motors(TSLA)$ going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volatility, especially with options pricing in a large move after earnings. However, I remain optimistic about Tesla's long-term AI strategy and will continue holding my position if management shows steady execution toward its autonomous driving and robotics goals. @Tiger_Earnings @TigerStars @Tiger_comments","html":"I'm bullish on $Tesla Motors(TSLA)$ going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volatility, especially with options pricing in a large move after earnings. However, I remain optimistic about Tesla's long-term AI strategy and will continue holding my position if management shows steady execution toward its autonomous driving and robotics goals. @Tiger_Earnings @TigerStars @Tiger_comments"},{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype triggers. When it comes to predicting Tesla's closing price tonight, expect the unexpected to happen. @Tiger_Earnings @Tiger_comments @Tiger_SG @TigerStars","text":"🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype triggers. When it comes to predicting Tesla's closing price tonight, expect the unexpected to happen. @Tiger_Earnings @Tiger_comments @Tiger_SG @TigerStars","html":"🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype triggers. When it comes to predicting Tesla's closing price tonight, expect the unexpected to happen. @Tiger_Earnings @Tiger_comments @Tiger_SG @TigerStars"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":585705214328912,"gmtCreate":1784030158705,"gmtModify":1784099400036,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] How will NFLX close after its earnings report?","htmlText":"Netflix is set to report second-quarter earnings after the bell on Thursday, July 16. The stock has fallen nearly 25% over the past three months and has dropped after each of its last four earnings reports. <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> Analysts expect Netflix to report second-quarter revenue of about $12.58 billion and earnings of $0.79 per share. Netflix previously guided for second-quarter revenue of about $12.57 billion, up 13.5% year over year. What to Watch Advertising will be a major focus. Netflix’s ad-supported service has surpassed 250 million monthly active viewers, and the company expects ad revenue to double to about $3 billion in 2026. Investors will be looking for updates on ad revenue, engagement, monetization and the number of users choosing th","listText":"Netflix is set to report second-quarter earnings after the bell on Thursday, July 16. The stock has fallen nearly 25% over the past three months and has dropped after each of its last four earnings reports. <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> Analysts expect Netflix to report second-quarter revenue of about $12.58 billion and earnings of $0.79 per share. Netflix previously guided for second-quarter revenue of about $12.57 billion, up 13.5% year over year. What to Watch Advertising will be a major focus. Netflix’s ad-supported service has surpassed 250 million monthly active viewers, and the company expects ad revenue to double to about $3 billion in 2026. Investors will be looking for updates on ad revenue, engagement, monetization and the number of users choosing th","text":"Netflix is set to report second-quarter earnings after the bell on Thursday, July 16. The stock has fallen nearly 25% over the past three months and has dropped after each of its last four earnings reports. $Netflix(NFLX)$ Analysts expect Netflix to report second-quarter revenue of about $12.58 billion and earnings of $0.79 per share. Netflix previously guided for second-quarter revenue of about $12.57 billion, up 13.5% year over year. What to Watch Advertising will be a major focus. Netflix’s ad-supported service has surpassed 250 million monthly active viewers, and the company expects ad revenue to double to about $3 billion in 2026. Investors will be looking for updates on ad revenue, engagement, monetization and the number of users choosing th","images":[{"img":"https://community-static.tradeup.com/news/29fb9bd8db7c3c7d5121034e18df4cfc","width":"1080","height":"1440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":173,"commentSize":19,"repostSize":6,"link":"https://ttm.financial/post/585705214328912","isVote":2,"tweetType":1,"viewCount":14463,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5547,"gmtBegin":1784030304285,"gmtEnd":1784232000000,"type":1,"upper":1,"title":"How will NFLX close after its earnings report?","choices":[{"id":19162,"sort":1,"name":"Very Green (more than 10%)","userSize":20,"voted":false},{"id":19163,"sort":1,"name":"Green (5% to 10%)","userSize":47,"voted":false},{"id":19164,"sort":1,"name":"Flat (-5% to 5%)","userSize":54,"voted":false},{"id":19165,"sort":1,"name":"Red (-10% to-5%)","userSize":11,"voted":false},{"id":19166,"sort":1,"name":"Very Red (below-10%)","userSize":4,"voted":false}]},"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Let's have fun & vote 😂 @DiAngel @Aqa @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal","text":"Let's have fun & vote 😂 @DiAngel @Aqa @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal","html":"Let's have fun & vote 😂 @DiAngel @Aqa @JC888 @Barcode @SherniceXuan 2000 @Shyon @koolgal"},{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"🌟🌟🌟I believe $Netflix(NFLX)$ will close Green at USD 77 on Thursday post earnings. Having suffered a brutal multi month drop from its April high of USD 107.79 down to USD 73.53, Netflix enters this earnings call trading near its 52 week support floor of USD 70.86. It is currently trading at a forward P/E ratio of just 23.7x. This is a massive discount compared to historical averages. A positive update regarding Netflix's new USD 3 billion advertising tier will be great news for investors. It will also squeeze short sellers who are heavily betting on a 5th straight earnings collapse. Is Netflix a good buy currently? Yes I believe it is oversold and undervalued. Netflix's dominant global market share with over 325 million paid subscribers, remains the undisputed king of digital entertainment streaming business. @Tiger_comments @Tiger_SG @TigerStars","text":"🌟🌟🌟I believe $Netflix(NFLX)$ will close Green at USD 77 on Thursday post earnings. Having suffered a brutal multi month drop from its April high of USD 107.79 down to USD 73.53, Netflix enters this earnings call trading near its 52 week support floor of USD 70.86. It is currently trading at a forward P/E ratio of just 23.7x. This is a massive discount compared to historical averages. A positive update regarding Netflix's new USD 3 billion advertising tier will be great news for investors. It will also squeeze short sellers who are heavily betting on a 5th straight earnings collapse. Is Netflix a good buy currently? Yes I believe it is oversold and undervalued. Netflix's dominant global market share with over 325 million paid subscribers, remains the undisputed king of digital entertainment streaming business. @Tiger_comments @Tiger_SG @TigerStars","html":"🌟🌟🌟I believe $Netflix(NFLX)$ will close Green at USD 77 on Thursday post earnings. Having suffered a brutal multi month drop from its April high of USD 107.79 down to USD 73.53, Netflix enters this earnings call trading near its 52 week support floor of USD 70.86. It is currently trading at a forward P/E ratio of just 23.7x. This is a massive discount compared to historical averages. A positive update regarding Netflix's new USD 3 billion advertising tier will be great news for investors. It will also squeeze short sellers who are heavily betting on a 5th straight earnings collapse. Is Netflix a good buy currently? Yes I believe it is oversold and undervalued. Netflix's dominant global market share with over 325 million paid subscribers, remains the undisputed king of digital entertainment streaming business. @Tiger_comments @Tiger_SG @TigerStars"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":588184557781096,"gmtCreate":1784629952917,"gmtModify":1784712740153,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I'm bullish on<a href=\"https://ttm.financial/S/TSLA\"> $Tesla </a><a href=\"https://ttm.financial/S/TSLA\">Motors(TSLA)$</a><a href=\"https://ttm.financial/S/TSLA\"> </a>going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati","listText":"I'm bullish on<a href=\"https://ttm.financial/S/TSLA\"> $Tesla </a><a href=\"https://ttm.financial/S/TSLA\">Motors(TSLA)$</a><a href=\"https://ttm.financial/S/TSLA\"> </a>going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati","text":"I'm bullish on $Tesla Motors(TSLA)$ going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati","images":[{"img":"https://community-static.tradeup.com/news/e693a4a9858a84a7d6e0bc8fda7ef579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":55,"commentSize":6,"repostSize":7,"link":"https://ttm.financial/post/588184557781096","isVote":1,"tweetType":1,"viewCount":2208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 2000"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588968477119776,"gmtCreate":1784821240579,"gmtModify":1784861404555,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m voting bearish, expecting<a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a> to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a \"sell the news\" event. With expectations running high, my prediction is a 5%-10% pu","listText":"I’m voting bearish, expecting<a href=\"https://ttm.financial/S/INTC\"> $Intel(INTC)$ </a> to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a \"sell the news\" event. With expectations running high, my prediction is a 5%-10% pu","text":"I’m voting bearish, expecting $Intel(INTC)$ to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a \"sell the news\" event. With expectations running high, my prediction is a 5%-10% pu","images":[{"img":"https://community-static.tradeup.com/news/d324ebbfacf5e6902d4915644211fbb3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":49,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/588968477119776","isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4247615819131182","authorId":"4247615819131182","name":"Phoebezzz","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4247615819131182","authorIdStr":"4247615819131182"},"content":"[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?","text":"[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?","html":"[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588476109866248,"gmtCreate":1784701033428,"gmtModify":1784702274083,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/TSLA\"> $Tesla Motors(TSLA)$ </a>2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls.&nbsp; But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green&nbsp; post earnings as I am cautiously optimistic on the stock.&nbsp; Elon Musk is famous for pulling rabbits out of hats.&nbsp; He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg","listText":"🌟🌟🌟<a href=\"https://ttm.financial/S/TSLA\"> $Tesla Motors(TSLA)$ </a>2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls.&nbsp; But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green&nbsp; post earnings as I am cautiously optimistic on the stock.&nbsp; Elon Musk is famous for pulling rabbits out of hats.&nbsp; He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg","text":"🌟🌟🌟 $Tesla Motors(TSLA)$ 2.53% bounce to USD 378.93 on Tuesday was certainly a welcome relief for Tesla bulls. But it sets up a highly explosive \"buy the rumour, sell the news\" dynamic for Wednesday's market open. The intraday jump was fueled by Tesla expanding its Cybercab robotaxi service to Tampa and Orlando. While this news pumped short term optimism, it also means the stock has less padding if the financial data misses targets tonight. I believe that Tesla will close Green post earnings as I am cautiously optimistic on the stock. Elon Musk is famous for pulling rabbits out of hats. He may do it again in the upcoming conference call as he can change the tone for tomorrow's trading if he unveils a few massive hype trigg","images":[{"img":"https://community-static.tradeup.com/news/e183c011f03e2b0416ff34c64570ca76"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":8,"repostSize":13,"link":"https://ttm.financial/post/588476109866248","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4125545119825582","authorId":"4125545119825582","name":"HRHRHRHR","avatar":"https://community-static.tradeup.com/news/f72f7c8c7a3f167c0f03f6041d1ff44f","crmLevel":12,"crmLevelSwitch":1,"idStr":"4125545119825582","authorIdStr":"4125545119825582"},"content":"Sir you are always bullish for earnings beat. Tesla crashes post -earnings most of the time. But i still hope you are right. Its better if everyone makes money when stock rises. Cheers n thanks for sharing 😃","text":"Sir you are always bullish for earnings beat. Tesla crashes post -earnings most of the time. But i still hope you are right. Its better if everyone makes money when stock rises. Cheers n thanks for sharing 😃","html":"Sir you are always bullish for earnings beat. Tesla crashes post -earnings most of the time. But i still hope you are right. Its better if everyone makes money when stock rises. Cheers n thanks for sharing 😃"}],"imageCount":1,"langContent":"EN","totalScore":0}]}