To The Moon

😜 Hi Tigers,

We invite you to take a closer look at the key earnings reports and major market themes to watch this week.

In this post, we have highlighted the key stocks to monitor regarding AI demand, China's consumption recovery, retail tariff impacts, and software SaaS resilience ahead of their upcoming earnings.

Before we dive in, check out our related weekly insights:

🎁 Weekly Higher EPS Estimates: AVGO, COST, PBR, CRWD, MRVL & More

https://ttm.financial/post/538199744599576

🎁 Capturing Top 10 Ex_dividend: PIPR, GS, LMT, MCD, CI...

https://ttm.financial/post/538208507041384

Now, let's dive into the core market themes and key earnings reports you need to watch this week:

• AI Industry Chain Validation: $Broadcom(AVGO)$ 's earnings report on Wednesday is key to observing the demand for AI infrastructure, particularly whether the revenue growth of its custom AI chips (XPUs) can offset the fluctuations in demand for general-purpose GPUs.

• Chinese Stocks Recovery Test: $JD.com(JD)$ and $Bilibili Inc.(BILI)$'s earnings reports on Thursday will test the effectiveness of China's consumption recovery and "cost reduction and efficiency improvement" strategies. Attention should be paid to the progress of loss reduction in non-core businesses such as food delivery and advertising.

• Retail Stocks' Tariff Sensitivity: $Best Buy(BBY)$'s stock price has already plummeted due to 55% of its products being from China. This week, $Target Energy(TEX.AU)$, $Burlington(BURL)$, and others need to pay attention to the impact of tariffs on their 2026 gross margin guidance.

• Software SaaS Prosperity: $CrowdStrike Holdings, Inc.(CRWD)$ , $Okta Inc.(OKTA)$ , $Samsara, Inc.(IOT)$, and others will validate the resilience of corporate IT spending, especially the progress of AI feature commercialization.

  

  Indetail:

• $Norwegian Cruise Line(NCLH)$ : Q4 is the seasonal low for the cruise industry; monitor 2026 booking trends and ticket pricing trajectory

• $XIAOMI-W(01810)$ : Q4 2025 revenue expected to surge ~48% YoY to RMB 109B, with EV segment losses narrowing to RMB 700M

• $Sea Ltd(SE)$ : Shopee e-commerce GMV growth and digital entertainment business turnaround; watch Monee credit business NPL ratios

• $Ross(ROST)$ : Off-price retail leader; SSS expected +3-4%; focus on resilience of low-income consumer spending

• $CrowdStrike Holdings, Inc.(CRWD)$ : Cybersecurity leader; monitor AI security product penetration and customer upsell/cross-sell rates

• $GitLab, Inc.(GTLB)$ : AI-assisted coding and DevOps platform growth momentum

• $Box(BOX)$ : Enterprise cloud storage demand trends

• $Okta Inc.(OKTA)$ : Identity security cloud provider; achieved GAAP profitability; watch if Q1 guidance sustains 10% growth

• $JD.com(JD)$ : Progress on food delivery loss reduction; government subsidy policy impact on 3C electronics; focus on Q1 guidance

• $Bilibili Inc.(BILI)$ : Gaming revenue under pressure (Q3 -17% YoY); sustainability of +23% ad revenue growth; gross margin target 40-45%

• $Burlington(BURL)$ : Off-price department store; monitor SSS trends and tariff impact on COGS

• $Marvell Technology(MRVL)$ : Datacenter chip demand; AI custom silicon (ASIC) progress; though recent EPS estimates cut by 5%

• $Costco(COST)$ : Membership retail leader; focus on renewal rates and potential membership fee increases; shares +17% YTD hitting record highs

• $Gap, Inc(GAP)$ : Brand restructuring progress; Old Navy and Athleta performance; gross margin compression concerns

• $Samsara, Inc.(IOT)$ : IoT unicorn; first-time GAAP profitability; ARR reached $1.75B (+29%); focus on large enterprise customer acquisition

Questions For You:

• Are you more focused on the AI infrastructure demand (like AVGO) or the resilience of software SaaS (like CRWD) this week?

• How do you think tariff pressures will ultimately impact the guidance for retail stocks like BURL and Target?

• Which of these upcoming earnings reports are you most bullish on?

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

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

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

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