$Google (GOOG) $Will be onFebruary 4thpublishFourth Quarter Fiscal 2025 Earnings。 Against the background of the recovery of advertising demand and the accelerated growth of cloud business, the market generally expects the company's performance this quarter to maintain a steady expansion trend. From the perspective of core financial indicators, the market consensus expects revenue for this quarter to be approximatelyAround $110 billion, year-on-year growth of approximately15%； Earnings per share (EPS) are expected to be inAround $2.6。 Search advertising is still the pillar of revenue. Benefiting from AI technology to improve advertising conversion efficiency, related businesses are expected to continue double-digit growth; YouTube advertising revenue

$Advanced Micro Corporation (AMD) $Will be onAnnounce the latest quarterly earnings report on February 3 (after hours EST), the overall market expectation is optimistic. Analysts generally expect that the company willRevenue is approximately in the range of US $9.4 billion-9.7 billion，Earnings per share (EPS) of approximately $1.24-$1.32, maintaining year-on-year growth. Wherein,Data Center and AI Accelerator BusinessStill the biggest attraction, investors focus on the shipment progress of Instinct series GPUs and EPYC server CPUs and their contribution to gross profit margins; Client and game businesses are regarded as performance stabilizers. After the financial report is announced,Management's Guidance for FY2026Will become a key variable influenci

1. Options trading review this week This week my trading is highly focused onIndexes, hot stocks, extreme commodity pricesOn, a total of 4 option strategies were executed. The overall idea is very clear:In a high volatility environment, use structure instead of direction and discipline for certainty. 1. CRWV's short-term long strategy following the Nvidia incident Target:$CoreWeave, Inc. (CRWV) $ Strategy:Sell CRWV 0130 90 PUT, Buy CRWV 0130 85 PUT Nature of strategy:Event-driven/short-term strategy Features: Follow the emotional market trend of Nvidia's shareholding news Control Risk Using a Bull Put Spread Structure Don't chase high underlying shares, but participate in the rise through structure Current status: Has expired,Approximately 62% of the

On February 2, US time, the data analysis giant$Palantir Technologies Inc. (PLTR) $Will announce the fourth quarter and full-year financial results of fiscal year 2025. The market consensus expects the company's Q4 revenue to be approximately US $1.34 billion, a year-on-year increase of more than 60%, and non-GAAP earnings per share (EPS) to be approximately US $0.23, up from US $0.14 in the same period last year. Analysts pointed out that if the performance meets expectations, Palantir will continue its rapid growth trend. Palantir's core business includes the Gotham platform for government and the Foundry platform for enterprises. AI-driven data analysis needs are an important driving force for performance growth. Furthermore, the company's two-whe

During the trading session in New York on January 29, the precious metal market suddenly "changed its face". Gold plunged rapidly from around US $5,530 per ounce, falling as low as US $5,105.83 at one point, with the largest intraday drop reaching 5.7%, and the single-day amplitude exceeding US $400; Silver's volatility is even more exaggerated, falling straight back from its all-time high of $121.67 to $106.80, with the largest drop of 8.5%. But dramatically, gold and silver then went out of the deep V rebound almost at the same time. In the end, gold only closed down slightly by 0.69%, and silver only closed down by 0.64%. This is more like a sudden brake dominated by sentiment and liquidity than a signal of a real trend reversal. From the perspective of market logic, the core reason for

$Apple (AAPL) $It is expected to beThe first quarter financial report for fiscal year 2026 will be released after the U.S. stock market closes on January 29, covering the holiday quarter of October-December 2025. The market consensus expects revenue to be about$137-$13.85 billion, a year-on-year increase of 10-12%, and earnings per share (EPS) of aboutUS $2.65-2.70, gross profit margin is expected to remain at47–48%Interval. The core focus of the financial report lies in iPhone sales and the performance of the service business. In the holiday quarter, revenue growth is usually driven by the iPhone, and the service business, as a high-margin segment, will provide support for the overall profit margin if it continues to maintain double-digit growth. In

$META Platforms, Inc. (META) $ Will be onAfter-hours U.S. stocks closed on January 28Announced its latest quarterly earnings report. The market generally expects that META's financial report will still hand over a report card of "stable advertising and heavy AI investment". According to the consensus expectation of mainstream institutions, META's revenue this quarter is expected to fall at$56 billion-$59 billion range, year-on-year growth of approximately20%–21%； Earnings per share (EPS) are expected to be approximatelyUS $8.1-8.3。 If this expectation is fulfilled, META will continue to maintain a relatively prominent pace of revenue and profit growth among large technology companies. From the perspective of business structure, advertising is still t

1. Options Trader's Weekly Recap of My Three Options Trades last Week : $S&P 7xLongSG260226(SPXW.SI)$ $Alibaba(BABA)$ $Micron Technology(MU)$ Hello everyone, due to the holiday, this week only had 3 trading days, during which I executed 3 options-related strategies. While the number of trades is small, they are highly representative in terms of intraday execution, shorting at high levels, and profit-taking discipline. This article mainly has three structures: my options trading review, how I profited, and a summary of my trading discipline and methodology. 1. S&P 500 (SPXW) Intraday Options Strategy Underlying Asset:

Recent$Advanced Micro Corporation (AMD) $The stock price continues to rise, mainly due to the tight supply of data center CPUs, strong demand from cloud vendors, and rising market expectations for the growth of AI business. At the same time, the upgrade of major banks and capital inflows also strengthened market sentiment. However, it should be noted that AMD's rise relies heavily on the assumption of "tight supply and demand". Once supply improves or demand falls short of expectations, the stock price may pull back. Intel's latest financial report shows that Q1 guidance is weak, inventory buffers are exhausted, and production capacity tilts take time to release, causing its stock price to fall by more than 10% after hours. This information may give t

$Intel (INTC) $The fourth quarter "report card" will be handed over after the market closes on Thursday. The current expectations given by Wall Street are not amazing: Q4 EPS is only US $0.08, and revenue is about US $13.39 billion, down 6% year-on-year. But what the market is really staring at is not these cold figures, but a bigger question-whether Intel's "turnaround" is real. Look at the stock price first, the answer has been written in the K-line. Intel almost emerged from the "disliked" corner: the stock price will soar by more than 80% in 2024, leaving the S&P 500 far behind; At the beginning of 2026, it has risen by about 35%, and the cumulative increase in the past 12 months is as high as 149%. The day before the financial report, the st

📊$Netflix (NFLX) $ Will release Q4 2025 earnings on January 20 after hours, judging from the current market consensus expectations, the overall tone is still positive. Q4 revenue is expected to fall in$119-$12 billion range, the year-on-year growth rate remained atMiddle double digits (approximately 16%-17%), the core drivers come from the adjustment of subscription prices, the continuous optimization of the paid user structure, and the gradual increase in the advertising business. The earnings side is also solid, analysts expectEPS around $5.4-$5.5, operating margins are close to24%, continuing Netflix's recent quarters "Revenue growth + margin improvement"Benign trend. 📈From the perspective of growth logic, the market generally believes that Q4 is

1. Last week, my four options trading review (January 12-16, 2026)Hello tigers, last week I executed a total of 4 options trades, 3 transactions are locked in profits, and 1 transaction continues to be observed.Overall to short Chinese concept stocks are the main line, the core is still Short cycle, vertical spread, high winning rate structure, but due to Alibaba's violent fluctuations, higher requirements have been put forward for trading experience and risk control cognition.1. Short $Alibaba(BABA)$ Strategy: Sell $165-170 Call SpreadDue Date: 20260116Breakeven point: approximately $166-167Result: Intraday earnings hit FridayFeatures: Low margin, but extreme fluctuations in the middle, causing strong psychological impact2. Short Baidu (BIDU)Stra

Judging from the stock price performance,$Microsoft (MSFT) $It has weakened significantly in the last week. After peaking around $480.99 in mid-January, the stock price continued to fall, hitting a low of $455.90, and the short-term pullback/retracement was close to 5%. The decline was significantly enlarged on January 13th and 14th, and the average daily trading volume of about 23 million shares and the proportion of short transactions increased, reflecting the concentrated release of short-term selling pressure and the prominent characteristics of emotional selling.The background of the decline mainly comes from external disturbances in the AI industry chain, including rising expectations of energy costs and carbon emission policies, which has caus

Just now, January 15, 2026-$Taiwan Semiconductor Manufacturing (TSM) $Announced today that for the fourth quarter ended December 31, 2025, the company's consolidated revenue reachedNT $1.04609 trillion, net profitNT $505.74 billionDiluted earnings per shareNT $19.50(Yield per unit of ADR$3.14）。On a year-on-year basis, revenue growth in the quarter20.5%, both net profit and diluted earnings per share increased35.0%； QoQ Q3 2025, revenue growth5.7%, net profit growth11.8%。 All financial data are based onTaiwan Financial Accounting Standards(TIFRS), prepared on a consolidated basis.In U.S. dollars, fourth-quarter revenue was$33.73 billion, year-on-year growth25.5%, month-on-month growth1.9%。Gross profit margin for the quarter was62.3%, operating profit m

Precious metal prices strengthened sharply during the New York session on Monday. Spot silver once rose 8% to exceed US $86, and spot gold once rose 2.4% to exceed US $4,600 per ounce, both setting a new historical record in December 2025.Recently, gold prices have continued to rise and approached or refreshed historical highs, mainly driven by market concerns about possible damage to the independence of the Federal Reserve and safe-haven demand triggered by the escalation of global geopolitical tensions. On the one hand, the market's concern about the US Department of Justice's investigation of the Federal Reserve Chairman and related investigations has aggravated the financial market's concern about political interference in the independence of the Federal Reserve. This concern may weake

Last Friday, stimulated by positive U.S. non-farm payrolls data,$Nasdaq 100ETF (QQQ) $It rose sharply by about 1%, breaking through the pressure level of the previous convergence triangle, and the short-term bulls were active. However, U.S. stocks fell back in night trading today, led by the Nasdaq index, mainly affected by the news that Federal Reserve Chairman Jerome Powell was criminally investigated by the U.S. Department of Justice. The market is worried that the independence of the Federal Reserve may be damaged, thus affecting the continuity of monetary policy. Coupled with the release of key economic data (CPI, PPI, retail sales) this week and the start of the earnings season, investors generally increase their defensive positions, and risk as