To The Moon

🌟🌟🌟My Top Pick is $CrowdStrike Holdings, Inc.(CRWD)$ as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG

Guess CrowdStrike as leads in cybersecurity and cloud with the total revenue has been trending up.

Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel

I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.

i believe undervalued salesforce $Salesforce.com(CRM)$ will lead the pack !! @Tiger_Earnings HUAT

My pick will be CRM. Sold 2 puts and rather confident that both will be profitable [Miser]

This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights $Salesforce.com(CRM)$ (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. $C3.

1. $Cerence Inc.(CRNC)$ jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property."As I reflect on my first full fiscal year as Cer

Nvidia@good long term stock

Nvidia what is next to move the markets 

Markets are gearing up for a high-stakes earnings showdown. AI beneficiaries are riding Nvidia’s momentum, chipmakers face pricing swings, SaaS is battling margin pressure, “rocket” momentum names are testing sustainability, and China stocks are searching for catalysts. This quarter will reveal who’s leading — and who’s lagging — in the global risk-on rotation.

Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p

$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa

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

$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$  📉🚨 $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 🚫📊💥!

buy more Nvidia

Both around $90, guess Circle will do better than CoreWeave.

I think JD (ADR) will fall back to retest the previous low of USD29.9

I think JD will fall back to retest the previous low of $29.9

🌟🌟🌟 $XPeng Inc.(XPEV)$ 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

$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa

This earnings season packs a punch with growth stocks swinging wildly, delivering thrills and chills for investors everywhere! 🌟 Picture this: massive beats on key metrics, yet some stocks tank hard while others skyrocket. We're diving deep into the drama between rebound king Unity ( $Unity(UNTY)$ ) and slumping star Duolingo (DUOL), sprinkled with insights from Upwork (UPWK), Snap (SNAP), and Pinterest (PINS). Is it time to scoop up the dippers or ride the risers? Let's break it down with fresh data straight from the front lines. 💥 Starting with Duolingo – the language app that's got everyone hooked on learning, but ouch, that stock reaction! 😩 They smashed revenue at $272 million, exploding 41% year-over-year and topping estimates of $260 millio

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

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

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Rocket Lab USA, Inc.(RKLB)$ I’m watching markets reset credibility in real time as we head toward the 29 Oct 25 Federal Reserve meeting. Fed funds futures now embed a 99 % probability of a 25 bps cut, lowering the band to 3.75–4.00 %, with an 87.9 % chance of another in December. Despite headline CPI rising 3.0 % y/y, the highest in 16 months, core came in at 0.3 % m/m, landing perfectly in JPMorgan’s “welcome-respite” zone that historically drives +0.75 % to +1.25 % SPX gains. We got exactly that +0.6 % pop. Services inflation remains sticky at 5.2 %, goods -0.1 %, and that mismatch is why I expect a temporary flush before poli

1. $Cerence Inc.(CRNC)$ jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property."As I reflect on my first full fiscal year as Cer

This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights $Salesforce.com(CRM)$ (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. $C3.

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

$Goldman Sachs(GS)$ $JPMorgan Chase(JPM)$ $Citigroup(C)$ I’m watching Goldman Sachs ($GS) deliver its strongest Q3 in history, powered by a roaring investment banking comeback, steady Asset & Wealth Management compounding, and fortress capital positioning. 🔹 Revenue: $15.18B vs $14.13B est (+7.4% beat) | +20% YoY 🔹 EPS: $12.25 vs $11.02–$11.11 est (+11% beat) | +46% YoY, +12% QoQ 🔹 NII: $3.85B vs $2.87B est | +64% YoY 🔹 Net Income: $4.10B | +37% YoY 🔹 ROE: 14.2% vs 10.4% YoY The firm delivered broad-based revenue growth, record Q3 investment banking fees, and clear capital discipline, all while maintaining a CET1 ratio of 14.4% (15.2% advanced). It’s a statement qu

Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p

Bank earnings season: The Big Four U.S. banks kicking off on October 14— $JPMorgan Chase(JPM)$ $Citigroup(C)$ $Goldman Sachs(GS)$ $Wells Fargo(WFC)$ —released their third-quarter earnings reports and delivered intriguing signals during subsequent earnings calls. Overall, performance generally exceeded market expectations, with investment banking showing clear signs of recovery. However, management consistently conveyed a tone of "measured recovery and cautious progress."1. JPMorgan (JPM): The Calm and First Move Behind the "Cockroach Theory"One-sentence conclusion: Stable interest rate spreads, investment banking recovery, and

⚔️ Growth Titans at War: Unity’s Redemption Arc vs. Duolingo’s Fall from Grace — Which Side Will You Trade? 🚀 This week wasn’t just another round of earnings. It was a drama of conviction vs. caution — a week that reminded traders that profits alone don’t move markets anymore… narratives do. The battlefield? Growth stocks. The casualties? Confidence, guidance, and the illusion of easy momentum. Here’s what went down 👇 --- 🟩 Duolingo (DUOL): From Overachiever to Underdog in 24 Hours If you ever needed proof that Wall Street trades expectations, not results — Duolingo just gave you a masterclass. EPS up 600% YoY, crushing consensus. Daily active users near all-time highs. Yet the stock tanked 20% overnight after softer guidance. Why? Because in this environment, even perfection isn’t enough.

An earnings beat on the bottom line was no match for a story of slowing growth, as high interest rates continue to clog the FinTech's funding model. Upstart ( $Upstart Holdings, Inc.(UPST)$ reported its third-quarter 2025 financial results on Tuesday, and the market's reaction was swift and decisive. In after-hours trading, the stock fell by over 11%, providing a perfect case study for a high-growth company running headlong into a macroeconomic wall. On the surface, the quarter was a confusing, mixed bag. But for a high-beta stock like Upstart, the past is irrelevant. The story, and the reason for the sell-off, was found in one place: a critical failure in its forward-looking guidance. The Mixed Bag: Q3 by the Numbers By the raw numbers, Upstart’s

$Bank of America(BAC)$ $Morgan Stanley(MS)$ $JPMorgan Chase(JPM)$ I’m tracking a rare convergence this week: US banks posting their strongest beats in years, retail call buying smashing records, and shutdown-driven vol structures steepening into CPI. $BAC and $MS are sitting at the centre of this storm, with fundamentals, technicals, and flow all lining up. 🧭 Macro Context: Shutdown Meets Volatility The United States 🇺🇸 government shutdown has entered its third week. Kalshi now forecasts a 37.3-day duration, with rising odds of scenarios extending beyond 30, 35, and 40 days. CPI will still be released next Friday regardless, as it’s required for Social Security adjus

$NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ $S&P 500(.SPX)$  📅 20 October 2025, NZT 🇳🇿 I’ve spent years dissecting equity flows through every cycle, and what I’m seeing now feels eerily familiar. The Magnificent 7 have carried the S&P 500 for years, but that grip is loosening fast. Nvidia’s still standing tall, yet when one stock props up the weight of seven, that’s not leadership; that’s imbalance. I’m calling this phase a structural fracture where capital is fleeing the proven for the speculative, and the maths behind market breadth is starting to crack. That Goldman Sachs ratio peaked at 311.67 in April 2025 and has now cratered to 204.

$Bank of America(BAC)$ V$Cboe Volatility Index(VIX)$ $iShares Russell 2000 ETF(IWM)$  15OCT25 NZT 🇳🇿 🧭 Market Pulse: RUT Leads the Charge, VIX Flares I’m watching how yesterday’s breadth surge collided with rising volatility, setting the stage for a pivotal Wednesday. Major US indices opened weak after Hanwha Ocean sanctions stoked US–China tension, but the Russell 2000 reversed hard within 15 minutes, rallying all morning to finish +1.4%, its strongest gain since April. $DJI rose 0.44% and posted its biggest intraday comeback since April, while $SPX closed down 0.16% and $COMP slid 0.76% as Tech underperformed. The equal-weighted SPX gained 0.8%, showing under

$Visa(V)$ is scheduled to report its fiscal fourth quarter (ending September 30, 2025) earnings around Tuesday, October 28, 2025, after market close. Analyst Consensus Estimates Current consensus forecasts indicate continued steady growth, driven by resilient consumer spending and the strength of its cross-border business. Summary of Fiscal Q3 2025 Earnings Visa delivered a strong fiscal third quarter for 2025 (period ended June 30, 2025), surpassing analyst expectations on both the top and bottom lines, driven by continued growth in key business drivers: Revenue Growth: Net revenue increased by 14% year-over-year to $10.2 billion, beating consensus estimates. Earnings Per Share (EPS): Non-GAAP adjusted diluted EPS was $2.98, representing a strong 23

The market expects Q3 earnings growth of 8%, marking the 9th straight quarter of YOY gains.But here’s the twist — historically, S&P 500 companies almost always beat estimates.💡 In 37 of the past 40 quarters, actual earnings topped forecasts.🔺 On average, actual EPS beats estimates by 7–8%.📊 If that trend holds, Q3 earnings growth could easily exceed 13%, making it the 4th consecutive quarter of double-digit profit growth.Actual earnings growth rate has exceeded the estimated earnings growth rate at the end of the quarter in 37 of the past 40 quarters for the S&P 500. The only exceptions were Q1 2020, Q3 2022, and Q4 2022.Earnings season: Justify the truth for AI capital spendingIn the upcoming earnings season, capital expenditures — especially those tied to artificial intelligence

$Block, Inc.(XYZ)$ is anticipated to report its fiscal Q3 2025 earnings around November 6, 2025 (based on inferred historical patterns). Based on the latest available analyst estimates and company guidance leading up to the report, here is an overview of what to watch: The general market expectation for Q3 2025 is as follows: Gross Profit: Expected to be around $2.60 billion, which would suggest an increase of approximately 16% year-over-year. This is a primary focus metric for Block. Revenue: Projected to be around $6.34 billion. Adjusted EPS (Earnings Per Share): Consensus is about $0.63 per share. Block (XYZ) Fiscal Q2 2025 Earnings Summary Block reported a mixed set of results for the second quarter of 2025, with revenues and adjusted earnings

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Earnings season exploded with big banks smashing estimates: Goldman Sachs beat profit on dealmaking rebound, Citigroup climbed on unit strength, JPMorgan lifted interest income forecast, Wells Fargo topped profit and raised return target post-asset cap lift, Morgan Stanley’s profit beat on trading boost, and Bank of America raised NII forecast on dealmaking. Shares surged over 4% across the board, fueling a banking boom. With the S&P 500 at 6,650 and Nasdaq at 22,200, can tech keep pace or will banks lead the charge? Which bank looks strongest for Q4? Is this the start of an investment banking rebound? Dive