• MrzorroMrzorro
      ·11-15 09:47
      Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$   has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's "forever partner." Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks
      37Comment
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    • BarcodeBarcode
      ·11-14 11:53
      $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$  📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!
      29.08K74
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    • TheStrategistTheStrategist
      ·11-13
      buy more Nvidia
      35Comment
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    • ECLCECLC
      ·11-13
      Both around $90, guess Circle will do better than CoreWeave.
      36Comment
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    • LazyCat InvestsLazyCat Invests
      ·11-13
      I think JD (ADR) will fall back to retest the previous low of USD29.9
      79Comment
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    • LazyCat InvestsLazyCat Invests
      ·11-13
      I think JD will fall back to retest the previous low of $29.9
      31Comment
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    • koolgalkoolgal
      ·11-13
      🌟🌟🌟 $XPeng Inc.(XPEV)$ reports earnings on November 17.  It is the most anticipated Chinese ADR next week especially for EV sentiment, AI innovation and the broader China tech narrative. Consensus EPS is - USD 0.05, a sharp improvement from - USD 0.27 YoY. XPeng recently hit new highs after unveiling its humanoid robot IRON which stunned audiences with its lifelike movement. XPeng's IRON has sparked global attention.  Investors will want to know how this tech integrates into its mobility road map. XPeng has been ramping up deliveries, especially with its new models and strategic partnerships.  Q3 results will show if this momentum is sustainable. While revenue is growing, net losses remain a concern.  Analysts will scrutinise
      426Comment
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    • koolgalkoolgal
      ·11-13
      🌟🌟🌟I believe that $NVIDIA(NVDA)$ is the most pivotal moment of this earnings season.  All eyes will be on CEO Jensen Huang on November 19.  Expectations are high & the stakes are even higher. Why does Nvidia's earnings matter? As the undisputed leader in AI chips, Nvidia is the bellwether for AI and semiconductors.  Its results are seen as a proxy for the health of the entire AI ecosystem. With tech stocks wobbling amid geopolitical tensions and rate uncertainty, Nvidia's report could either ignite bullish sentiments or deepen the correction.  It is the "canary in the AI coal mine". Risks to watch would be valuation froth, geopolitical headwinds and competition from AMD, Intel and custom chips from hyperscalers such Googl
      8045
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    • Star in the SkyStar in the Sky
      ·11-13
      no, I don't think Circle will hit 100 this week..
      120Comment
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    • MichaneMichane
      ·11-13
      Baba is a disappointment really. Affected by Trump, prices kept correcting.. very hard for me to predict & I don't wish to do so unfortunately. [Sad] I would only predict for those I really have confidence in [Sly]
      534Comment
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    • ShyonShyon
      ·11-12
      I’m leaning more toward $Circle Internet Corp.(CRCL)$ than $CoreWeave, Inc.(CRWV)$ at current levels. Both trade near $90, but Circle’s fundamentals look stronger — revenue up 66% YoY, profit up 202%, and solid execution across metrics. CoreWeave, though tied to Nvidia’s AI ecosystem, remains volatile after its data center delay and Nvidia’s $NVIDIA Corp(NVDA)$ sell-off. Its oversold RSI hints at a rebound, but sentiment is still shaky. CoreWeave has long-term promise with major hyperscaler deals, yet Circle’s growth story feels more stable in the near term. The brief post-earnings pullback seems like profit-taking, not weakness. With crypto adoption risin
      671Comment
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    • JackosenJackosen
      ·11-12
      crwv still plays an important role in AI ecosystem.
      84Comment
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    • highhandhighhand
      ·11-12
      crwv can buy. everyone wants to fry AI stocks.... sure go back up
      86Comment
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    • Tiger_commentsTiger_comments
      ·11-12

      Earnings PK: Nvidia Plays, Rocket, Chips, and Chinese ADRs — Any Trade Opportunities?

      Earnings season keeps firing away: AI plays lose steam, rocket stocks fade after early gains, Chinese e-commerce faces another cold front, and crypto firms post stunning profits. Let’s see who beat, who missed — and who’s still worth buying?1. Nvidia Concept Stocks: High Growth, High Volatility in the AI Supply Chain$CoreWeave, Inc.(CRWV)$: Beats but Delayed, Dragged Down by Nvidia’s Sell-OffQ3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day drop.CEO said the issue was “limited to a single data center,” but CNBC’s Jim Cramer reported delays across Texas, Oklahoma, and North Carolina.As an Nvidia concept stock, CoreWeave tends to fall harder whenever Nvidia pulls back. The stock closed at $88, just above its
      13.76K24
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      Earnings PK: Nvidia Plays, Rocket, Chips, and Chinese ADRs — Any Trade Opportunities?
    • V.lyeV.lye
      ·11-12
      My predict Tencent (00700) is Bullish close around HKD680
      76Comment
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    • Tiger_EarningsTiger_Earnings
      ·11-12

      Earnings Movers | CRWV Cut Guidance, Oversold or Not?

      1. $CoreWeave, Inc.(CRWV)$ plunged 16.31%Revenue: $1.37B vs. $1.28B expected (+7% beat)Adjusted EPS: −$0.22 vs. −$0.36 expected (+38.9% beat)Outlook: FY2025 Revenue expects $5.05B–$5.15B (down from $5.15B–$5.35B), Adjusted Operating Income to be $690M–$720M (down from $800M–$830M), Capex to be $12B–$14B (cut from $20B–$23B) due to data center delays.CRWV shares fell after the company reduced its guidance, citing a delay at one of its third-party data center providers. Despite the adverse investor reaction, retail traders’ sentiment toward CoreWeave stock improved appreciably following the quarterly print.CoreWeave CEO Michael Intrator said, “Our performance reflects disciplined execution across every part of our business, from scaling infrastructu
      1.44KComment
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      Earnings Movers | CRWV Cut Guidance, Oversold or Not?
    • zerolihzerolih
      ·11-12
      I'm a Zen Investor, short term volatility from a single earnings doesn't bother me much unless it reflects a decline in business fundamental in a long run
      53Comment
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    • Success88Success88
      ·11-11
      32Comment
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    • teezytradesteezytrades
      ·11-11
      Yes , I have aped into bitcoin it is running like crazy right now !
      88Comment
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    • teezytradesteezytrades
      ·11-11
      I will fly to thailand because it usually always has better weather and beaches!
      74Comment
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    • MrzorroMrzorro
      ·11-15 09:47
      Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$   has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's "forever partner." Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks
      37Comment
      Report
    • BarcodeBarcode
      ·11-14 11:53
      $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$  📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!
      29.08K74
      Report
    • Tiger_commentsTiger_comments
      ·11-12

      Earnings PK: Nvidia Plays, Rocket, Chips, and Chinese ADRs — Any Trade Opportunities?

      Earnings season keeps firing away: AI plays lose steam, rocket stocks fade after early gains, Chinese e-commerce faces another cold front, and crypto firms post stunning profits. Let’s see who beat, who missed — and who’s still worth buying?1. Nvidia Concept Stocks: High Growth, High Volatility in the AI Supply Chain$CoreWeave, Inc.(CRWV)$: Beats but Delayed, Dragged Down by Nvidia’s Sell-OffQ3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day drop.CEO said the issue was “limited to a single data center,” but CNBC’s Jim Cramer reported delays across Texas, Oklahoma, and North Carolina.As an Nvidia concept stock, CoreWeave tends to fall harder whenever Nvidia pulls back. The stock closed at $88, just above its
      13.76K24
      Report
      Earnings PK: Nvidia Plays, Rocket, Chips, and Chinese ADRs — Any Trade Opportunities?
    • Tiger_EarningsTiger_Earnings
      ·11-12

      Earnings Movers | CRWV Cut Guidance, Oversold or Not?

      1. $CoreWeave, Inc.(CRWV)$ plunged 16.31%Revenue: $1.37B vs. $1.28B expected (+7% beat)Adjusted EPS: −$0.22 vs. −$0.36 expected (+38.9% beat)Outlook: FY2025 Revenue expects $5.05B–$5.15B (down from $5.15B–$5.35B), Adjusted Operating Income to be $690M–$720M (down from $800M–$830M), Capex to be $12B–$14B (cut from $20B–$23B) due to data center delays.CRWV shares fell after the company reduced its guidance, citing a delay at one of its third-party data center providers. Despite the adverse investor reaction, retail traders’ sentiment toward CoreWeave stock improved appreciably following the quarterly print.CoreWeave CEO Michael Intrator said, “Our performance reflects disciplined execution across every part of our business, from scaling infrastructu
      1.44KComment
      Report
      Earnings Movers | CRWV Cut Guidance, Oversold or Not?
    • koolgalkoolgal
      ·11-13
      🌟🌟🌟I believe that $NVIDIA(NVDA)$ is the most pivotal moment of this earnings season.  All eyes will be on CEO Jensen Huang on November 19.  Expectations are high & the stakes are even higher. Why does Nvidia's earnings matter? As the undisputed leader in AI chips, Nvidia is the bellwether for AI and semiconductors.  Its results are seen as a proxy for the health of the entire AI ecosystem. With tech stocks wobbling amid geopolitical tensions and rate uncertainty, Nvidia's report could either ignite bullish sentiments or deepen the correction.  It is the "canary in the AI coal mine". Risks to watch would be valuation froth, geopolitical headwinds and competition from AMD, Intel and custom chips from hyperscalers such Googl
      8045
      Report
    • koolgalkoolgal
      ·11-13
      🌟🌟🌟 $XPeng Inc.(XPEV)$ reports earnings on November 17.  It is the most anticipated Chinese ADR next week especially for EV sentiment, AI innovation and the broader China tech narrative. Consensus EPS is - USD 0.05, a sharp improvement from - USD 0.27 YoY. XPeng recently hit new highs after unveiling its humanoid robot IRON which stunned audiences with its lifelike movement. XPeng's IRON has sparked global attention.  Investors will want to know how this tech integrates into its mobility road map. XPeng has been ramping up deliveries, especially with its new models and strategic partnerships.  Q3 results will show if this momentum is sustainable. While revenue is growing, net losses remain a concern.  Analysts will scrutinise
      426Comment
      Report
    • ShyonShyon
      ·11-12
      I’m leaning more toward $Circle Internet Corp.(CRCL)$ than $CoreWeave, Inc.(CRWV)$ at current levels. Both trade near $90, but Circle’s fundamentals look stronger — revenue up 66% YoY, profit up 202%, and solid execution across metrics. CoreWeave, though tied to Nvidia’s AI ecosystem, remains volatile after its data center delay and Nvidia’s $NVIDIA Corp(NVDA)$ sell-off. Its oversold RSI hints at a rebound, but sentiment is still shaky. CoreWeave has long-term promise with major hyperscaler deals, yet Circle’s growth story feels more stable in the near term. The brief post-earnings pullback seems like profit-taking, not weakness. With crypto adoption risin
      671Comment
      Report
    • koolgalkoolgal
      ·11-11
      🌟🌟🌟I predict Tencent $TENCENT(00700)$ will close at around HKD 688.98 on Friday November 14.  Tencent has been on an upward momentum as it is up almost 3% this week and 56% year todate. The current consensus rating for Tencent from analysts is a Strong Buy.  This can be attributed to its continued growth and profitability. Tencent is also successfully integrating AI into its products with AI driven upgrades leading to robust growth and new AI tools being implemented within its products like Weixin. I like Tencent for its diversified business models from gaming, social media, fintech and cloud services, reducing its reliance on a single sector. Tencent would be a great stock to buy and hold long term. 
      4.19K16
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    • TheStrategistTheStrategist
      ·11-13
      buy more Nvidia
      35Comment
      Report
    • ECLCECLC
      ·11-13
      Both around $90, guess Circle will do better than CoreWeave.
      36Comment
      Report
    • LazyCat InvestsLazyCat Invests
      ·11-13
      I think JD (ADR) will fall back to retest the previous low of USD29.9
      79Comment
      Report
    • LazyCat InvestsLazyCat Invests
      ·11-13
      I think JD will fall back to retest the previous low of $29.9
      31Comment
      Report
    • MichaneMichane
      ·11-13
      Baba is a disappointment really. Affected by Trump, prices kept correcting.. very hard for me to predict & I don't wish to do so unfortunately. [Sad] I would only predict for those I really have confidence in [Sly]
      534Comment
      Report
    • Star in the SkyStar in the Sky
      ·11-13
      no, I don't think Circle will hit 100 this week..
      120Comment
      Report
    • JackosenJackosen
      ·11-12
      crwv still plays an important role in AI ecosystem.
      84Comment
      Report
    • highhandhighhand
      ·11-12
      crwv can buy. everyone wants to fry AI stocks.... sure go back up
      86Comment
      Report
    • V.lyeV.lye
      ·11-12
      My predict Tencent (00700) is Bullish close around HKD680
      76Comment
      Report
    • zerolihzerolih
      ·11-12
      I'm a Zen Investor, short term volatility from a single earnings doesn't bother me much unless it reflects a decline in business fundamental in a long run
      53Comment
      Report
    • InverseCramerInverseCramer
      ·11-11
      Cant go wrong with $NVIDIA(NVDA)$   Have faith in Mr Jensen Huang the ultimate chess player. He plays his cards/chess piece well and knows how to be tactful when required. Now sit back, relax and watch him do his thing. $NVIDIA(NVDA)$  $NVDA 20260116 150.0 CALL$  🍻 🍻 🍻 
      10.27K9
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    • ShyonShyon
      ·11-11
      I’m optimistic about Tencent’s $TENCENT(00700)$ upcoming earnings. With AI driving growth in gaming, advertising, and cloud, the company seems to be gaining strong momentum. The success of Delta Force: Hawk Ops and renewed engagement in classics like Honor of Kings show how AI is revitalizing its gaming business. Advertising, especially WeChat Channels, should also stay strong with AI improving ad targeting and conversion. FinTech and Cloud are steady contributors. Rising AI computing demand and wider use of the Hunyuan model should lift Tencent Cloud’s margins, while payment services continue to grow. Overall, I expect solid double-digit gains in both revenue and profit. I remain bullish on Tencent. If management offers upbeat AI guidance, sen
      183Comment
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