Voon Li Ching

    • Voon Li ChingVoon Li Ching
      ·02-05
      Great article, would you like to share it?

      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?

      @Tiger_comments
      Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So
      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?
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    • Voon Li ChingVoon Li Ching
      ·2025-07-07
      $Chagee Holdings Limited(CHA)$ sold all units, enough to buy Chagee drinks for a week 😆
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    • Voon Li ChingVoon Li Ching
      ·2025-06-05
      Great article, would you like to share it?

      Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?

      @orsiri
      As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? $NVIDIA(NVDA)$ has done it again—zipped past $Microsoft(MSFT)$ to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.
      Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?
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    • Voon Li ChingVoon Li Ching
      ·2025-05-27
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    • Voon Li ChingVoon Li Ching
      ·2025-05-27
      FUTU has achieved fantastic earning performance FY 2024!  

      Futu Holdings (FUTU) Earnings To Show Results From Its Clear Strategy Of Aggressive Growth And Product Diversification

      @nerdbull1669
      $Futu Holdings Limited(FUTU)$ is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News & Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy
      Futu Holdings (FUTU) Earnings To Show Results From Its Clear Strategy Of Aggressive Growth And Product Diversification
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    • Voon Li ChingVoon Li Ching
      ·2025-05-26
      AMD Share Price was undervalued!

      The Shift Inside AMD No One Sees

      Tradingkey - The general story in the case of AMD (AMD) today is one of decent growth, careful optimism, and competitive catch-up.
      The Shift Inside AMD No One Sees
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