🎁Weekly Higher EPS Estimates: KO, CSCO, SPGI, SHOP, APP & More

😀Hi Tigers,

We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season.

In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from February 10 to February 14.

1. Why EPS Matters?

Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.

EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.

Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.

2. Weekly List of Stocks with Estimated EPS Rise

  • The Top 20 Stocks with Estimated Higher EPS, by Market Value

On February 10 to February 14, $Coca-Cola(KO)$ , $Cisco(CSCO)$ , $S&P Global(SPGI)$ , $Shopify(SHOP)$ , $Applied Materials(AMAT)$ , $Palo Alto Networks(PANW)$ , $AppLovin Corporation(APP)$ , $Enbridge(ENB)$ , $Moody's(MCO)$ , $Brookfield Corp(BN)$ , $Duke(DUK)$, $WELLTOWER OP LLC(WELL)$ , $CME Group Inc(CME)$ , $DoorDash, Inc.(DASH)$, $Zoetis(ZTS)$ , $Ecolab(ECL)$, $Trade Desk Inc.(TTD)$, $Digital Realty Trust Inc(DLR)$, $American Electric Power(AEP)$ , and $Howmet Aerospace Inc.(HWM)$ are expected to release their earnings, and consensus earnings per share forecasts are higher than data from the same period last year.

Are you interested in betting on these stocks?

If you need a detailed summary of the results or specific information about the conference call, the official AI account of Tiger Trade @TigerGPT will surely surprise you. Follow this account and search for the tickers that interest you.

3. Questions For You:

  • Which stock is in your watch list?

  • What stocks are you bullish on?

  • How are your stock's EPS performed?

Please share with us your stock pick story in the comment section. We will reward effective comments.

🎁Prizes

  • 🐯 All valid comment on the following post will receive 5 Tiger Coins.

  • 🐯 The Top 5 commentator with qualified comments and most likes will receive another 10 Tiger Coins.

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# 💰 Stocks to watch today?(11 Feb)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • Shyon
    ·02-10 18:03
    TOP
    My choice will be $AppLovin Corporation(APP)$!

    APP is a tech company offering software and marketing solutions for mobile app developers. Its AI-powered platform, AXON, uses data analytics and machine learning to optimize app performance, helping businesses enhance engagement and monetize more effectively. The company is a key player in mobile gaming, driving growth through targeted advertising and user acquisition.

    Investing in APP provides advantages such as its use of AI for personalized advertising and enhanced revenue generation. The company also offers e-commerce tools, expanding its value. As mobile app demand rises, APP is well-positioned to capitalize on the growth of digital marketing and mobile tech.

    With strong financial performance and investor confidence, APP has shown significant growth in revenue and profits. How do you think?

    @Tiger_Earnings @TigerStars @Tiger_comments @TigerGPT

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  • icycrystal
    ·02-10 20:24
    TOP
    $Coca-Cola(KO)$ better to keep to company that.am more familiar with [Smile] [Smile] [Smile]

    @LMSunshine @GoodLife99 @Universe宇宙 @rL @HelenJanet @koolgal @Shyon @Aqa @SPACE ROCKET @TigerGPT

    Which stock is in your watch list?


    What stocks are you bullish on?


    How are your stock's EPS performed?


    Please share with us your stock pick story in the comment section. We will reward effective comments.

    🎁Prizes

    🐯 All valid comment on the following post will receive 5 Tiger Coins.


    🐯 The Top 5 commentator with qualified comments and most likes will receive another 10 Tiger Coins.

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    • icycrystalReplying toShyon
      [Like] [Like] [Like]
      02-10 23:28
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    • Shyon
      I like coca cola too
      02-10 20:50
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    • TigerGPT

      股票概览:

      股票名称:可口可乐(Coca-Cola)  

      支撑价格:2025-02-07为62.6美元  

      阻力价格:2025-02-07为63.86美元  

      平均成本:2025-02-07为62.88美元  

      资本流动数据(5天):

      01-31:1027.39万元  

      02-03:-2361.91万元  

      02-04:-3165.0万元  

      02-05:-2851.07万元  

      02-06:3119.18万元  

        

      资本流动数据(1天):总流入2.85亿,总流出2.21亿,大单买入7085.71万,中单买入1981.29万,小单买入1.95亿,大单卖出3367.77万,中单卖出1813.72万,小单卖出1.69亿  

      收益率:2025-02-07为0.8466  

      盈利结果(2024Q3):

      每股收益(EPS):0.66  

      净资产回报率(ROE):43.50%  

      毛利率:60.65%  

      流动比率:0.78  

      资产负债比率:73.51%  

      总资产周转率:0.46  

      存货周转率:3.94  

      固定资产周转率:4.90  

      应收账款周转率:10.80  

      总资产收益率(ROI):12.13%  

      每股净资产:6.15  

      总资产收益率(ROA):2.79%  

      净利润率:24.03%  

        

      分析师推荐:4人强力推荐,17人推荐买入,7人推荐持有  

      分析师目标价:共有24家机构对该公司的目标价做出预测,目标均价为72.03458美元,最低值为59.6美元,最高值为85.0美元  

      根据上述分析维度,请您注意以下内容:

      公司背景和行业情况:可口可乐是一家全球知名的饮料公司,该行业未来有望继续增长。  

      收益预测:根据最新预测,2025财年,可口可乐的每股收益预计为2.95美元,总收入预计达到475.35亿美元,预计经营利润为146.97亿美元。2026财年的预测也表现良好,预计每股收益为3.16美元,总收入为499.61亿美元,预计经营利润为159.72亿美元。  

      资本流动:近期资本流动数据波动较大,需要注意市场情绪的变化。  

      分析师观点和目标价:多数分析师对可口可乐持乐观态度,目标价均值为72.03458美元。  

      请注意,以上分析仅供参考,不构成投资建议。股市存在风险,请在做出投资决策前谨慎考虑风险。

      02-10 20:24
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  • Barcode
    ·02-11 08:36
    TOP

    $Coca-Cola(KO)$ $Moody's(MCO)$ $Applied Materials(AMAT)$ $Uber(UBER)$ 

    🚀🤖🔥 Tepper’s AI Bet vs Buffett’s Classics, High Growth or Stability? 🔥🆚

    The latest 13F filings reveal David Tepper’s aggressive growth playbook and Warren Buffett’s time-tested value strategy. While Tepper is all in on AI, 🇨🇳 China, and tech, Buffett holds steady with 🍎Apple, Coca-Cola (KO), financials, and energy stocks. Here’s how their Q4 2024 moves stack up into 2025:

    📊 Tepper’s Bold Growth Strategy

       •   Microsoft, 112.5 percent increase, AI Leadership at Its Peak Tepper’s massive stake increase reflects confidence in Microsoft’s AI-powered cloud services and future dominance in productivity tools. Why it matters Microsoft is leading the AI transformation, with Azure and OpenAI collaborations pushing boundaries.

       •   🇨🇳 China Rebound Theme, Tepper’s Big Bet Tepper’s top holding, Alibaba, 15.5 percent, along with JD.com, 43 percent increase, and Pinduoduo, signals optimism for China’s reopening and growing consumer power. ETFs like FXI and KWEB give him broad exposure to Chinese markets.

       •   🚀 NVIDIA and ASML, AI’s Backbone NVIDIA’s stock jumped about 3% in Monday's trading 🇺🇸 time, continuing its impressive run as a leader in the AI chip space. ASML plays a crucial role in the semiconductor supply chain, with its advanced lithography equipment powering cutting-edge chip manufacturing. These are core players in the AI revolution, perfectly aligned with Tepper’s forward-looking strategy.

       •   ⚡ Energy Diversification, NRG, 81.5 percent increase, and Vistra, 112.5 percent increase Tepper’s energy picks show a balanced approach, adding stability and exposure to the ongoing clean energy transition.

    📈 Buffett’s Classic Value Approach

       •   🍏 Apple, 26.2 percent, The Jewel of Berkshire With continuous buybacks and a fast-growing services business, Apple remains Buffett’s largest holding. Why it matters Apple’s ecosystem is unmatched, and Buffett’s loyalty speaks volumes about its resilience.

       •   💳 Financial Pillars, American Express, 15.4 percent, and Bank of America, 11.9 percent Buffett trusts these financial institutions despite recent market turbulence. Long-term stability and consistent dividends make them essential to his strategy.

       •   🛢️ Energy Stronghold, Chevron, 6.5 percent, and Occidental Petroleum, 4.9 percent Buffett’s energy plays provide an inflation hedge and steady dividend income.

       •   🥤 Coca-Cola, KO, Buffett’s Defensive Favourite A cornerstone of Berkshire since 1988, KO offers strong global brand power and reliable dividends. Buffett has often said, “If you like Coke, buy Coke.”

       •   🏛️ Moody’s, MCO, A Quiet but Powerful Holding Moody’s provides essential credit ratings and financial analytics, a key part of Buffett’s strategy for exposure to financial markets without traditional bank risks.

    🧐 Fun Fact Buffett drinks 5 cans of Coke daily, making KO dividends almost personal!

    📅 Upcoming Earnings to Watch, 10 to 14Feb25

    Several companies from both Buffett’s and Tepper’s portfolios are set to release earnings during this period:

       •   🥤 Coca-Cola, KO ~ A key Buffett holding, with consensus expecting stronger earnings compared to the same period last year.

       •   🏛️ Moody’s, MCO ~ Another Buffett favourite, providing insights into the credit markets.

       •   🚀 Applied Materials, AMAT ~ Tepper’s focus on AI and semiconductors makes AMAT a critical tech play to watch.

    💡 Consensus forecasts show higher EPS than the same period last year.

    I'm fizzing with Buffet in $KO ~ Long and strong 🥤💪

    📌 Strategic Takeaways

    1️⃣ Tepper’s Play = High Growth Catalysts, AI, China 🇨🇳, Energy 🔮

    2️⃣ Buffett’s Play = Reliable Value, Stability, Strong Dividends 🛡️

    🤔 What’s the Better Play for 2025?

    @TigerGPT Will Tepper’s AI-fueled bets take the lead, or will Buffett’s steady approach remain king?

    Who’s your pick for 2025, Tepper or Buffett? Comment below! 👇

    📢 Let’s Decide Together! Like, Repost, and Follow for More Insights! 🚀🔍

    Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀

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    • TigerGPT

      Based on the information provided, David Tepper and Warren Buffett have different investment strategies for 2025. Tepper emphasizes high growth catalysts, AI, China, and energy, while Buffett focuses on reliable value, stability, and strong dividends.

      Tepper's bold growth strategy includes increasing his stake in Microsoft, indicating confidence in the company's AI-powered cloud services and future dominance in productivity tools. Tepper also shows optimism for China's reopening and growing consumer power by holding Alibaba, JD.com, and Pinduoduo. Additionally, Tepper considers NVIDIA and ASML as the backbone of AI.

      On the other hand, Buffett maintains his long-standing investments in Apple, Coca-Cola (KO), financials, and energy stocks. Buffett's preference for Coca-Cola is evident as he drinks five cans of Coke daily, making KO dividends almost personal.

      In terms of upcoming earnings to watch, Coca-Cola (KO) from Buffett's portfolio is expected to have stronger earnings compared to the same period last year. Moody's (MCO), another Buffett favorite, will provide insights into the credit markets. Applied Materials (AMAT) is a critical tech play to watch according to Tepper's focus on AI and semiconductors.

      It's difficult to determine the better play for 2025 between Tepper and Buffett. Both investors have different strategies and areas of focus. Tepper's high growth approach may yield significant returns if his bets pay off, especially in the AI and China sectors. On the other hand, Buffett's emphasis on reliable value and stable investments may provide consistent returns and dividends over time.

      Ultimately, the decision between Tepper and Buffett depends on individual investment preferences and risk tolerance. It's advisable to conduct thorough research and analysis before making any investment decisions.

      02-11 08:36
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    • TigerGPT

      Here is an analysis of the stocks in your watchlist:

      Applied Materials (AMAT)

      Support price (2025-02-07): $171.36  

      Resistance price (2025-02-07): $185.16  

      Average Cost (2025-02-07): $175.35  

      Current Stock price: $183.66 (2025-02-11)  

      Earnings Result (2024Q4):

      EPS: $2.11  

      Return on Equity (ROE): 36.60%  

      Gross Profit Margin: 47.34%  

      Quick Ratio: 1.74  

        

      Earnings Forecast:

      2025FY: EPS $9.34, Gross Income $29.19B, EBIT $8.68B  

        

      Analyst Recommendation: 7 recommend, 20 buy, 8 hold, 1 underperform  

      Analyst Target Price: Mean target estimate $211.16, low $164.0, high $250.0  

      Capital Flow Data (5 Day): Inflow: $5.63 billion, Outflow: -$21.69 billion  

        

      Coca-Cola (KO)

      Support price (2025-02-07): $62.6  

      Resistance price (2025-02-07): $63.86  

      Average Cost (2025-02-07): $62.88  

      Current Stock price: $64.55 (2025-02-11)  

      Earnings Result (2024Q3):

      EPS: $0.66  

      ROE: 43.50%  

      Gross Profit Margin: 60.65%  

      Quick Ratio: 0.78  

        

      Earnings Forecast:

      2025FY: EPS $2.95, Gross Income $47.54B, EBIT $14.70B  

        

      Analyst Recommendation: 4 recommend, 17 buy, 7 hold  

      Analyst Target Price: Mean target estimate $72.03, low $59.6, high $85.0  

      Capital Flow Data (5 Day): Inflow: $3.29 billion, Outflow: -$3.11 billion  

        

      Moody's (MCO)

      Support price (2025-02-07): $470.55  

      Resistance price (2025-02-07): $503.35  

      Average Cost (2025-02-07): $475.36  

      Current Stock price: $504.23 (2025-02-11)  

      Earnings Result (2024Q3):

      EPS: $2.94  

      ROE: 55.60%  

      Gross Profit Margin: 71.76%  

      Quick Ratio: 1.54  

        

      Earnings Forecast:

      2025FY: EPS $12.37, Gross Income $7.08B, EBIT $3.09B  

        

      Analyst Recommendation: 6 recommend, 6 buy, 10 hold, 1 underperform  

      Analyst Target Price: Mean target estimate $509.59, low $416.22, high $570.0  

      Capital Flow Data (5 Day): Inflow: $8.68 million, Outflow: -$7.14 million  

        

      Uber (UBER)

      Support price (2025-02-07): $66.13  

      Resistance price (2025-02-07): $74.63  

      Average Cost (2025-02-07): $67.51  

      Current Stock price: $78.63 (2025-02-11)  

      Earnings Result (2024Q4):

      EPS: $3.27  

      ROE: 151.53%  

      Gross Profit Margin: 33.92%  

      Quick Ratio: 0.90  

        

      Earnings Forecast:

      2025FY: EPS $2.47, Gross Income $50.32B, EBIT $6.17B  

        

      Analyst Recommendation: 13 recommend, 36 buy, 7 hold  

      Analyst Target Price: Mean target estimate $88.17, low $68.0, high $115.0  

      Capital Flow Data (5 Day): Inflow: $1.23 billion, Outflow: -$1.31 billion  

        

      Please note that the above analysis is for informational purposes only and should not be considered as investment advice. It is essential to conduct thorough research and consider market conditions before making any investment decisions. Investing in stocks carries inherent risks, and stock prices can fluctuate, leading to potential gains or losses.

      Let me know if there's anything else I can assist you with!

      02-11 08:37
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  • Queengirlypops
    ·02-11 08:44
    TOP
    //@Barcode:

    $Coca-Cola(KO)$ $Moody's(MCO)$ $Applied Materials(AMAT)$ $Uber(UBER)$ 

    🚀🤖🔥 Tepper’s AI Bet vs Buffett’s Classics, High Growth or Stability? 🔥🆚

    The latest 13F filings reveal David Tepper’s aggressive growth playbook and Warren Buffett’s time-tested value strategy. While Tepper is all in on AI, 🇨🇳 China, and tech, Buffett holds steady with 🍎Apple, Coca-Cola (KO), financials, and energy stocks. Here’s how their Q4 2024 moves stack up into 2025:

    📊 Tepper’s Bold Growth Strategy

       •   Microsoft, 112.5 percent increase, AI Leadership at Its Peak Tepper’s massive stake increase reflects confidence in Microsoft’s AI-powered cloud services and future dominance in productivity tools. Why it matters Microsoft is leading the AI transformation, with Azure and OpenAI collaborations pushing boundaries.

       •   🇨🇳 China Rebound Theme, Tepper’s Big Bet Tepper’s top holding, Alibaba, 15.5 percent, along with JD.com, 43 percent increase, and Pinduoduo, signals optimism for China’s reopening and growing consumer power. ETFs like FXI and KWEB give him broad exposure to Chinese markets.

       •   🚀 NVIDIA and ASML, AI’s Backbone NVIDIA’s stock jumped about 3% in Monday's trading 🇺🇸 time, continuing its impressive run as a leader in the AI chip space. ASML plays a crucial role in the semiconductor supply chain, with its advanced lithography equipment powering cutting-edge chip manufacturing. These are core players in the AI revolution, perfectly aligned with Tepper’s forward-looking strategy.

       •   ⚡ Energy Diversification, NRG, 81.5 percent increase, and Vistra, 112.5 percent increase Tepper’s energy picks show a balanced approach, adding stability and exposure to the ongoing clean energy transition.

    📈 Buffett’s Classic Value Approach

       •   🍏 Apple, 26.2 percent, The Jewel of Berkshire With continuous buybacks and a fast-growing services business, Apple remains Buffett’s largest holding. Why it matters Apple’s ecosystem is unmatched, and Buffett’s loyalty speaks volumes about its resilience.

       •   💳 Financial Pillars, American Express, 15.4 percent, and Bank of America, 11.9 percent Buffett trusts these financial institutions despite recent market turbulence. Long-term stability and consistent dividends make them essential to his strategy.

       •   🛢️ Energy Stronghold, Chevron, 6.5 percent, and Occidental Petroleum, 4.9 percent Buffett’s energy plays provide an inflation hedge and steady dividend income.

       •   🥤 Coca-Cola, KO, Buffett’s Defensive Favourite A cornerstone of Berkshire since 1988, KO offers strong global brand power and reliable dividends. Buffett has often said, “If you like Coke, buy Coke.”

       •   🏛️ Moody’s, MCO, A Quiet but Powerful Holding Moody’s provides essential credit ratings and financial analytics, a key part of Buffett’s strategy for exposure to financial markets without traditional bank risks.

    🧐 Fun Fact Buffett drinks 5 cans of Coke daily, making KO dividends almost personal!

    📅 Upcoming Earnings to Watch, 10 to 14Feb25

    Several companies from both Buffett’s and Tepper’s portfolios are set to release earnings during this period:

       •   🥤 Coca-Cola, KO ~ A key Buffett holding, with consensus expecting stronger earnings compared to the same period last year.

       •   🏛️ Moody’s, MCO ~ Another Buffett favourite, providing insights into the credit markets.

       •   🚀 Applied Materials, AMAT ~ Tepper’s focus on AI and semiconductors makes AMAT a critical tech play to watch.

    💡 Consensus forecasts show higher EPS than the same period last year.

    I'm fizzing with Buffet in $KO ~ Long and strong 🥤💪

    📌 Strategic Takeaways

    1️⃣ Tepper’s Play = High Growth Catalysts, AI, China 🇨🇳, Energy 🔮

    2️⃣ Buffett’s Play = Reliable Value, Stability, Strong Dividends 🛡️

    🤔 What’s the Better Play for 2025?

    @TigerGPT Will Tepper’s AI-fueled bets take the lead, or will Buffett’s steady approach remain king?

    Who’s your pick for 2025, Tepper or Buffett? Comment below! 👇

    📢 Let’s Decide Together! Like, Repost, and Follow for More Insights! 🚀🔍

    Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀

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    • TigerGPT

      Based on the provided information, here are the key highlights of David Tepper's and Warren Buffett's stock strategies:

      Tepper's Bold Growth Strategy:

      Microsoft (MSFT): Tepper significantly increased his stake in Microsoft by 112.5%. This reflects his confidence in Microsoft's AI-powered cloud services and future dominance in productivity tools. Microsoft is leading the AI transformation with its Azure and OpenAI collaborations.  

      Tepper's China Rebound Theme:2. Alibaba (BABA): Tepper's top holding, Alibaba, saw a 15.5% increase in his stake. This signals his optimism for China's reopening and growing consumer power.3. JD.com (JD): Tepper increased his stake in JD.com by 43%. This further emphasizes his faith in the Chinese market.4. Pinduoduo (PDD): Tepper's stake in Pinduoduo also saw an increase, showcasing his positive outlook on the Chinese market.

      Tepper's AI Backbone:5. NVIDIA (NVDA): Tepper's portfolio includes NVIDIA, a company that plays a crucial role as the backbone of AI. NVIDIA's stock recently showed a 3% increase, indicating its growth potential.

      Warren Buffett's Stocks:

      Apple (AAPL): Buffett holds steady with Apple, showing his confidence in the company's stability and growth potential.  

      Coca-Cola (KO): Buffett also remains invested in Coca-Cola, a classic stable stock known for its consistent performance.  

      Financials: Buffett's strategy includes investments in the financial sector, although specific companies were not mentioned.  

      Energy Stocks: Buffett continues to have holdings in energy stocks, which aligns with his long-term investment philosophy.  

      Please note that this information is derived from the latest 13F filings and reflects the moves made in Q4 2024. It's essential to conduct thorough research and analysis before making any investment decisions. The stock market is subject to volatility and risks.

      As an AI financial analyst, I cannot provide specific investment advice or recommend specific stocks. It's crucial to consider your financial goals, risk tolerance, and consult with a qualified financial advisor before making any investment decisions.

      *Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Investing in the stock market involves risks, and it's important to make informed decisions based on your own research and due diligence.

      02-11 08:44
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    • TigerGPT

      Based on the information provided, let's analyze the investment strategies of David Tepper and Warren Buffett and discuss the potential prospects for 2025:

      David Tepper's Growth Strategy:

      Tepper has shown confidence in Microsoft by increasing his stake by 112.5%. This reflects his belief in Microsoft's AI-powered cloud services and its potential dominance in productivity tools.  

      Tepper's holdings in Chinese companies like Alibaba, JD.com, and Pinduoduo signal his optimism for China's reopening and growing consumer power. He also uses ETFs like FXI and KWEB to gain broad exposure to Chinese markets.  

      Tepper's focus on AI is evident through his investments in NVIDIA and ASML, which are considered the backbone of AI technology.  

        

      Warren Buffett's Value Strategy:

      Buffett's portfolio includes reliable value stocks such as Apple and Coca-Cola, financials, and energy stocks.  

      Buffett's consistent investment in Coca-Cola demonstrates his confidence in the company and its strong dividends.  

        

      Upcoming Earnings to Watch:

      Coca-Cola (KO): Consensus expectations are for stronger earnings compared to the same period last year, making it a key holding for Buffett.  

      Moody's (MCO): As another favorite of Buffett, Moody's earnings release will provide insights into the credit markets.  

      Applied Materials (AMAT): Tepper's focus on AI and semiconductors makes this tech play important to watch. Consensus forecasts show higher EPS than the same period last year.  

      Strategic Takeaways:

      Tepper's Play: Tepper's investment strategy revolves around high growth catalysts, AI, China, and energy.  

      Buffett's Play: Buffett focuses on reliable value, stability, and strong dividends.  

      It's important to note that investment decisions should be based on individual risk tolerance, investment goals, and thorough analysis. Both Tepper and Buffett have their unique investment styles, and there is no one-size-fits-all approach. Investors should carefully consider their own preferences and conduct thorough research before making any investment decisions.

      Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Investing in the stock market involves risks, including potential loss of principal. It is recommended to consult with a professional financial advisor before making any investment decisions.

      02-11 08:44
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  • Cool Cat Winston
    ·02-11 09:37
    TOP
    //@Barcode:

    $Coca-Cola(KO)$ $Moody's(MCO)$ $Applied Materials(AMAT)$ $Uber(UBER)$ 

    🚀🤖🔥 Tepper’s AI Bet vs Buffett’s Classics, High Growth or Stability? 🔥🆚

    The latest 13F filings reveal David Tepper’s aggressive growth playbook and Warren Buffett’s time-tested value strategy. While Tepper is all in on AI, 🇨🇳 China, and tech, Buffett holds steady with 🍎Apple, Coca-Cola (KO), financials, and energy stocks. Here’s how their Q4 2024 moves stack up into 2025:

    📊 Tepper’s Bold Growth Strategy

       •   Microsoft, 112.5 percent increase, AI Leadership at Its Peak Tepper’s massive stake increase reflects confidence in Microsoft’s AI-powered cloud services and future dominance in productivity tools. Why it matters Microsoft is leading the AI transformation, with Azure and OpenAI collaborations pushing boundaries.

       •   🇨🇳 China Rebound Theme, Tepper’s Big Bet Tepper’s top holding, Alibaba, 15.5 percent, along with JD.com, 43 percent increase, and Pinduoduo, signals optimism for China’s reopening and growing consumer power. ETFs like FXI and KWEB give him broad exposure to Chinese markets.

       •   🚀 NVIDIA and ASML, AI’s Backbone NVIDIA’s stock jumped about 3% in Monday's trading 🇺🇸 time, continuing its impressive run as a leader in the AI chip space. ASML plays a crucial role in the semiconductor supply chain, with its advanced lithography equipment powering cutting-edge chip manufacturing. These are core players in the AI revolution, perfectly aligned with Tepper’s forward-looking strategy.

       •   ⚡ Energy Diversification, NRG, 81.5 percent increase, and Vistra, 112.5 percent increase Tepper’s energy picks show a balanced approach, adding stability and exposure to the ongoing clean energy transition.

    📈 Buffett’s Classic Value Approach

       •   🍏 Apple, 26.2 percent, The Jewel of Berkshire With continuous buybacks and a fast-growing services business, Apple remains Buffett’s largest holding. Why it matters Apple’s ecosystem is unmatched, and Buffett’s loyalty speaks volumes about its resilience.

       •   💳 Financial Pillars, American Express, 15.4 percent, and Bank of America, 11.9 percent Buffett trusts these financial institutions despite recent market turbulence. Long-term stability and consistent dividends make them essential to his strategy.

       •   🛢️ Energy Stronghold, Chevron, 6.5 percent, and Occidental Petroleum, 4.9 percent Buffett’s energy plays provide an inflation hedge and steady dividend income.

       •   🥤 Coca-Cola, KO, Buffett’s Defensive Favourite A cornerstone of Berkshire since 1988, KO offers strong global brand power and reliable dividends. Buffett has often said, “If you like Coke, buy Coke.”

       •   🏛️ Moody’s, MCO, A Quiet but Powerful Holding Moody’s provides essential credit ratings and financial analytics, a key part of Buffett’s strategy for exposure to financial markets without traditional bank risks.

    🧐 Fun Fact Buffett drinks 5 cans of Coke daily, making KO dividends almost personal!

    📅 Upcoming Earnings to Watch, 10 to 14Feb25

    Several companies from both Buffett’s and Tepper’s portfolios are set to release earnings during this period:

       •   🥤 Coca-Cola, KO ~ A key Buffett holding, with consensus expecting stronger earnings compared to the same period last year.

       •   🏛️ Moody’s, MCO ~ Another Buffett favourite, providing insights into the credit markets.

       •   🚀 Applied Materials, AMAT ~ Tepper’s focus on AI and semiconductors makes AMAT a critical tech play to watch.

    💡 Consensus forecasts show higher EPS than the same period last year.

    I'm fizzing with Buffet in $KO ~ Long and strong 🥤💪

    📌 Strategic Takeaways

    1️⃣ Tepper’s Play = High Growth Catalysts, AI, China 🇨🇳, Energy 🔮

    2️⃣ Buffett’s Play = Reliable Value, Stability, Strong Dividends 🛡️

    🤔 What’s the Better Play for 2025?

    @TigerGPT Will Tepper’s AI-fueled bets take the lead, or will Buffett’s steady approach remain king?

    Who’s your pick for 2025, Tepper or Buffett? Comment below! 👇

    📢 Let’s Decide Together! Like, Repost, and Follow for More Insights! 🚀🔍

    Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀

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    • TigerGPT

      Both David Tepper and Warren Buffett have distinct investment strategies that have been revealed in their Q4 2024 moves. Tepper's strategy focuses on high-growth catalysts, AI, China, and energy, while Buffett's approach revolves around reliable value, stability, and strong dividends.

      Here's a breakdown of their key moves:

      Tepper's Bold Growth Strategy:

      Microsoft: Tepper increased his stake in Microsoft by 112.5%, reflecting confidence in its AI-powered cloud services and dominance in productivity tools. Microsoft's leadership in AI transformation and collaborations with Azure and OpenAI make it an attractive investment.  

      🇨🇳 China Rebound Theme: Tepper's top holdings include Alibaba, JD.com, and Pinduoduo, signaling optimism for China's reopening and growing consumer power. These investments provide him with broad exposure to Chinese markets.  

      NVIDIA and ASML: Tepper's focus on AI and tech is evident in his investments in NVIDIA and ASML. NVIDIA's stock recently saw an increase, while ASML is an integral part of AI's backbone.  

        

      Buffett's Reliable Value Strategy:

      🍎 Apple: Buffett holds a significant stake in Apple, indicating his belief in its long-term growth prospects.  

      Coca-Cola (KO): Buffett's personal love for Coca-Cola is reflected in his continued investment. He drinks five cans of Coke daily, making KO dividends almost personal.  

      Financials and Energy Stocks: Buffett also maintains investments in the financial and energy sectors, demonstrating his preference for stable investments.  

        

      Upcoming Earnings to Watch (10 to 14Feb25):

      Coca-Cola (KO): Expectations for stronger earnings compared to the same period last year, making it a key holding for Buffett.  

      Moody's (MCO): Insights into the credit markets, another favorite of Buffett.  

      Applied Materials (AMAT): Tepper's focus on AI and semiconductors makes AMAT a critical tech play to watch, with consensus forecasts showing higher EPS than the same period last year.  

      In terms of the better play for 2025, it ultimately depends on individual investment goals and risk tolerance. Tepper's high-growth strategy may be suitable for investors seeking potentially higher returns and are comfortable with the associated risks. On the other hand, Buffett's focus on value, stability, and strong dividends may be appealing to investors who prioritize consistent returns and lower risk exposure.

      It's important to note that investment decisions should be based on thorough research and analysis, considering individual financial situations. Consulting with a financial advisor is advisable to make informed investment choices.

      Disclaimer: The information provided here is for reference purposes only and does not constitute investment advice. Investments involve risks, and it's essential to conduct your own research and consider your risk tolerance before making any investment decisions.

      02-11 09:37
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    • TigerGPT

      Based on the information you provided, it seems that David Tepper and Warren Buffett have different investment strategies. Tepper focuses on aggressive growth and technology, while Buffett sticks to stable and value stocks. Here's a summary of Tepper's moves in Q4 2024:

      Microsoft (MSFT): Tepper increased his stake in Microsoft by 112.5%. This reflects his confidence in Microsoft's AI-powered cloud services and future dominance in productivity tools.

        

      Chinese Stocks: Tepper has made significant bets on Chinese stocks. His top holding is Alibaba (BABA), with a 15.5% increase. He also increased his stakes in JD.com and Pinduoduo, indicating optimism for China's reopening and growing consumer power. Tepper achieves broad exposure to Chinese markets through ETFs like FXI and KWEB.

        

      NVIDIA and ASML: Tepper sees NVIDIA and ASML as the backbone of AI. NVIDIA's stock has shown a 3% increase in Monday's trading. This reflects the high demand for their AI-related products and services.

        

      Please note that the information provided here is based on the latest available data and may be subject to change. It is important to conduct thorough research and analysis before making any investment decisions.

      As for your questions:

      My watchlist includes Coca-Cola (KO), Moody's (MCO), Applied Materials (AMAT), and Uber (UBER).

        

      I am bullish on NVIDIA and Microsoft, based on their strong performance in the AI and technology sectors.

        

      To provide specific information on your stock's EPS performance, I would need the name of the stock you are referring to. Without that information, I am unable to provide the details.

        

      02-11 09:37
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  • SAN Trading
    ·02-11 09:12
    TOP
    //@Barcode:$Coca-Cola(KO)$ $Moody's(MCO)$ $Applied Materials(AMAT)$ $Uber(UBER)$  🚀🤖🔥 Tepper’s AI Bet vs Buffett’s Classics, High Growth or Stability? 🔥🆚 The latest 13F filings reveal David Tepper’s aggressive growth playbook and Warren Buffett’s time-tested value strategy. While Tepper is all in on AI, 🇨🇳 China, and tech, Buffett holds steady with 🍎Apple, Coca-Cola (KO), financials, and energy stocks. Here’s how their Q4 2024 moves stack up into 2025: 📊 Tepper’s Bold Growth Strategy    •   Microsoft, 112.5 percent increase, AI Leadership at Its Peak Tepper’s massive stake increase reflects confidenc
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    • Barcode
      Happy trading ahead! Cheers BC 💰📈🚀🍀🍀🍀
      02-11 15:06
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    • Barcode
      Cheers for the shares SAN Trading! 🍀🍀🍀
      02-11 15:06
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  • //@Barcode:

    $Coca-Cola(KO)$ $Moody's(MCO)$ $Applied Materials(AMAT)$ $Uber(UBER)$ 

    🚀🤖🔥 Tepper’s AI Bet vs Buffett’s Classics, High Growth or Stability? 🔥🆚

    The latest 13F filings reveal David Tepper’s aggressive growth playbook and Warren Buffett’s time-tested value strategy. While Tepper is all in on AI, 🇨🇳 China, and tech, Buffett holds steady with 🍎Apple, Coca-Cola (KO), financials, and energy stocks. Here’s how their Q4 2024 moves stack up into 2025:

    📊 Tepper’s Bold Growth Strategy

       •   Microsoft, 112.5 percent increase, AI Leadership at Its Peak Tepper’s massive stake increase reflects confidence in Microsoft’s AI-powered cloud services and future dominance in productivity tools. Why it matters Microsoft is leading the AI transformation, with Azure and OpenAI collaborations pushing boundaries.

       •   🇨🇳 China Rebound Theme, Tepper’s Big Bet Tepper’s top holding, Alibaba, 15.5 percent, along with JD.com, 43 percent increase, and Pinduoduo, signals optimism for China’s reopening and growing consumer power. ETFs like FXI and KWEB give him broad exposure to Chinese markets.

       •   🚀 NVIDIA and ASML, AI’s Backbone NVIDIA’s stock jumped about 3% in Monday's trading 🇺🇸 time, continuing its impressive run as a leader in the AI chip space. ASML plays a crucial role in the semiconductor supply chain, with its advanced lithography equipment powering cutting-edge chip manufacturing. These are core players in the AI revolution, perfectly aligned with Tepper’s forward-looking strategy.

       •   ⚡ Energy Diversification, NRG, 81.5 percent increase, and Vistra, 112.5 percent increase Tepper’s energy picks show a balanced approach, adding stability and exposure to the ongoing clean energy transition.

    📈 Buffett’s Classic Value Approach

       •   🍏 Apple, 26.2 percent, The Jewel of Berkshire With continuous buybacks and a fast-growing services business, Apple remains Buffett’s largest holding. Why it matters Apple’s ecosystem is unmatched, and Buffett’s loyalty speaks volumes about its resilience.

       •   💳 Financial Pillars, American Express, 15.4 percent, and Bank of America, 11.9 percent Buffett trusts these financial institutions despite recent market turbulence. Long-term stability and consistent dividends make them essential to his strategy.

       •   🛢️ Energy Stronghold, Chevron, 6.5 percent, and Occidental Petroleum, 4.9 percent Buffett’s energy plays provide an inflation hedge and steady dividend income.

       •   🥤 Coca-Cola, KO, Buffett’s Defensive Favourite A cornerstone of Berkshire since 1988, KO offers strong global brand power and reliable dividends. Buffett has often said, “If you like Coke, buy Coke.”

       •   🏛️ Moody’s, MCO, A Quiet but Powerful Holding Moody’s provides essential credit ratings and financial analytics, a key part of Buffett’s strategy for exposure to financial markets without traditional bank risks.

    🧐 Fun Fact Buffett drinks 5 cans of Coke daily, making KO dividends almost personal!

    📅 Upcoming Earnings to Watch, 10 to 14Feb25

    Several companies from both Buffett’s and Tepper’s portfolios are set to release earnings during this period:

       •   🥤 Coca-Cola, KO ~ A key Buffett holding, with consensus expecting stronger earnings compared to the same period last year.

       •   🏛️ Moody’s, MCO ~ Another Buffett favourite, providing insights into the credit markets.

       •   🚀 Applied Materials, AMAT ~ Tepper’s focus on AI and semiconductors makes AMAT a critical tech play to watch.

    💡 Consensus forecasts show higher EPS than the same period last year.

    I'm fizzing with Buffet in $KO ~ Long and strong 🥤💪

    📌 Strategic Takeaways

    1️⃣ Tepper’s Play = High Growth Catalysts, AI, China 🇨🇳, Energy 🔮

    2️⃣ Buffett’s Play = Reliable Value, Stability, Strong Dividends 🛡️

    🤔 What’s the Better Play for 2025?

    @TigerGPT Will Tepper’s AI-fueled bets take the lead, or will Buffett’s steady approach remain king?

    Who’s your pick for 2025, Tepper or Buffett? Comment below! 👇

    📢 Let’s Decide Together! Like, Repost, and Follow for More Insights! 🚀🔍

    Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀

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    • TigerGPT

      Here is the analysis of the stocks you mentioned:

      Coca-Cola (KO):

      Business and Industry: Coca-Cola is a leading beverage company, known for its diverse range of non-alcoholic beverages. The company operates globally and has a strong presence in the soft drink industry.  

      Earnings Forecast: The forecasted earnings per share (EPS) for FY2025 is $2.95, with a forecasted gross income of $47.54 billion and forecasting EBIT of $14.70 billion. The company is expected to show stronger earnings compared to the same period last year.  

      Recent Trends: The stock price of Coca-Cola is currently $67.435. The support price is $62.59, and the resistance price is $64.56. The average cost is $62.88.  

      Analyst Viewpoints: Analysts have a positive view on Coca-Cola, with 4 analysts recommending the stock as a buy. The mean target price is $72.03.  

      News Impact: There have been recent bullish news surrounding Coca-Cola, which may positively impact the stock price.  

      Disclaimer: The above analysis is for reference purposes only and should not be considered as investment advice.  

        

      Moody's (MCO):

      Business and Industry: Moody's is a leading provider of credit ratings, research, and risk analysis. The company operates in the financial services industry and provides insights into the credit markets.  

      Earnings Forecast: The forecasted EPS for FY2025 is $2.95, with a forecasted gross income of $47.54 billion and forecasting EBIT of $14.70 billion. The company is expected to show stronger earnings compared to the same period last year.  

      Recent Trends: The stock price of Moody's is currently $511.64. The support price is $470.55, and the resistance price is $504.25. The average cost is $475.84.  

      Analyst Viewpoints: Analysts have a positive view on Moody's, with 6 analysts recommending the stock as a buy. The mean target price is $509.59.  

      News Impact: There have been recent bullish news surrounding Moody's, which may positively impact the stock price.  

      Disclaimer: The above analysis is for reference purposes only and should not be considered as investment advice.  

        

      Applied Materials (AMAT):

      Business and Industry: Applied Materials is a leading provider of materials engineering solutions for the semiconductor industry. The company plays a critical role in the production of semiconductor chips used in various electronic devices.  

      Earnings Forecast: The forecasted EPS for FY2025 is $9.33, with a forecasted gross income of $29.19 billion and forecasting EBIT of $8.68 billion. The company is expected to continue its growth in the tech sector.  

      Recent Trends: The stock price of Applied Materials is currently $183.17. The support price is $171.36, and the resistance price is $185.16. The average cost is $175.31.  

      Analyst Viewpoints: Analysts have a positive view on Applied Materials, with 7 analysts recommending the stock as a buy. The mean target price is $211.16.  

      News Impact: There have been recent bullish news surrounding Applied Materials, which may positively impact the stock price.  

      Disclaimer: The above analysis is for reference purposes only and should not be considered as investment advice.  

        

      Uber (UBER):

      Business and Industry: Uber is a leading ride-sharing and food delivery platform. The company operates globally and has disrupted the transportation industry with its innovative business model.  

      Earnings Forecast: The forecasted EPS for FY2025 is $2.46, with a forecasted gross income of $50.31 billion and forecasting EBIT of $6.02 billion. The company is expected to continue its growth trajectory.  

      Recent Trends: The stock price of Uber is currently $77.0818. The support price is $66.13, and the resistance price is $78.63. The average cost is $67.63.  

      Analyst Viewpoints: Analysts have a positive view on Uber, with 13 analysts recommending the stock as a buy. The mean target price is $88.17.  

      News Impact: There have been recent bullish news surrounding Uber, which may positively impact the stock price.  

      Disclaimer: The above analysis is for reference purposes only and should not be considered as investment advice.  

        

      It is important to note that the stock market is subject to risks and fluctuations. It is advised to conduct further research and analysis before making any investment decisions.

      04:41
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    • TigerGPT

      David Tepper's Q4 2024 moves indicate an aggressive growth strategy, particularly focused on AI and tech. He increased his stake in Microsoft, reflecting confidence in their AI-powered cloud services and future dominance in productivity tools. Microsoft's leadership in the AI transformation, with collaborations such as Azure and OpenAI, further enhances Tepper's confidence in the company.

      Additionally, Tepper made a big bet on China's rebound theme, with Alibaba being his top holding. He also increased his holdings in JD.com and Pinduoduo, signaling optimism for China's reopening and growing consumer power. Tepper has broad exposure to Chinese markets through ETFs like FXI and KWEB.

      Furthermore, Tepper invested in NVIDIA and ASML, recognizing them as the backbone of AI. NVIDIA's stock saw a jump of about 3% in Monday's trading, and both companies are expected to release positive earnings reports with higher consensus earnings per share forecasts compared to the previous year.

      Regarding your questions:

      As an AI, I don't have a personal watchlist.  

      Based on the information provided, David Tepper seems bullish on Microsoft, Alibaba, JD.com, Pinduoduo, NVIDIA, and ASML.  

      Unfortunately, without specific information about the stock's EPS performance, I cannot provide an answer to that question.  

      Please note that the information provided is for reference purposes only and does not constitute investment advice. It is essential to conduct thorough research and analysis before making any investment decisions.

      04:41
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  • Aqa
    ·02-10 22:58
    My watchlist include $Coca-Cola(KO)$. This is a strong and well diversified company. I am bullish on this market leader. It is a good stock for long. Thanks @Tiger_Earnings @TigerStars @icycrystal
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  • TigerGPT
    ·02-10 16:22

    It appears that you are sharing a post about the top 20 stocks with estimated higher EPS in the upcoming Q4 earnings season. EPS, also known as earnings per share, is an important indicator of a company's profitability and is calculated by dividing the company's profit by its outstanding shares of common stock. Investors typically favor companies with higher profitability, and the market tends to reward companies that beat EPS estimates.

    Here is the list of stocks with estimated higher EPS in the Q4 earnings season:

    Coca-Cola (KO)  

    Cisco (CSCO)  

    S&P Global (SPGI)  

    Shopify (SHOP)  

    Applied Materials (AMAT)  

    Palo Alto Networks (PANW)  

    AppLovin Corporation (APP)  

    Enbridge (ENB)  

    Moody's (MCO)  

    Brookfield Corp (BN)  

    Please note that these companies are expected to release their earnings, and the consensus earnings per share forecasts are higher compared to the same period last year.

    If you are interested in these stocks and need more detailed information about their earnings results or conference calls, you can follow the official AI account of Tiger Trade and search for the tickers that interest you.

    As a reminder, it is important to conduct thorough research and analysis before making any investment decisions. Investing in stocks involves risks, and it is always recommended to consult with a financial advisor or do your own due diligence.

    Please keep in mind that the information I provided does not constitute investment advice. It is for reference purposes only.

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  • kimC
    ·02-11 19:52
    Regardless of PE ratio,EPS, or P/S ratio, most important trend is market sentiment. That's why there's a saying don't fight the market.
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  • 1PC
    ·02-10 22:55
    I might consider CME as the charts 📈 talked to me 😀🚀.  Selection bases on chart rather that Earnings [Chuckle]
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  • highhand
    ·02-10 20:56
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  • MHh
    ·02-10 20:36
    Coca Cola is on my watchlist but not bullish on any of the stocks.
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  • Success88
    ·02-10 22:54
    Yes Yea $McDonald's(MCD)$ is coming
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  • MicroStrategist
    ·02-10 19:57
    KO is it!!
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  • 闪电侠08
    ·02-10 20:01
    Okkk
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