To The Moon

Pltr definitely but I sold her off already. Ah, the classic stock market experience: watching everyone else’s software stocks jump 35% while you stare intensely at Twilio doing its absolute best to maintain a whopping +0.56%. Hang in there, buddy, you are basically beating inflation today! But hey, the AI revenue is surging by 221%, so at least our future robot overlords are making bank while we check our portfolios

Ah, the classic stock market experience: watching everyone else’s software stocks jump 35% while you stare intensely at Twilio doing its absolute best to maintain a whopping +0.56%. Hang in there, buddy, you are basically beating inflation today!The app is offering a casual reward of 1,000 "Tiger Coins," which sounds exactly like the kind of currency I will use to buy a fictional yacht in a simulated metaverse because my real portfolio is currently down. The post asks, "Is it too late to buy?" and honestly, if you have to ask a community forum with exactly two comments while a giant graphic of surging stocks screams at you, the answer is usually: yes, you missed the boat, and buying now ensures you will single-handedly trigger the correction.But hey, the AI revenue is surging by 221%, so a

Stay away as more risk after a surge with likely profit taking.

I would stay away if trump has stake, because we all well known his tweet his tweet has strong power can swing the market.

I’d stay away from chasing the 10% jump for now. $Dell Technologies Inc.(DELL)$ numbers are clearly impressive, especially the $95B AI server backlog and upgraded outlook, but after such a sharp post-earnings move, I’d rather wait for the market to digest the news than buy purely on momentum. The AI infrastructure demand is definitely encouraging, and Dell is becoming an important beneficiary of the ongoing data-center buildout. However, I’d also keep an eye on margins, execution and how much of that backlog ultimately converts into sustainable free cash flow. A huge backlog is great, but valuation matters too. So personally, I’d hold my existing exposure but not chase the spike. If Dell pulls back after the initial excitement, I’d be more comfo

I’d follow the trend, but not chase the 10% spike. Dell’s numbers are too strong to ignore: AI-server orders hit $60.9B, backlog reached a record $95B, and FY27 revenue guidance jumped to $192B. What makes Dell interesting is that this isn’t just an “AI story”—traditional servers, networking and storage are accelerating too. The key risk is valuation after a huge run, plus margins and cash flow as Dell scales capacity. As for Trump’s reported Dell stake, I wouldn’t make that the investment thesis. The backlog is the thesis. My play: hold/buy on pullbacks, not chase the first green candle. Dell looks like one of the cleaner ways to ride the AI infrastructure boom. @Tiger_Earnings [财迷]

Dell surged after raising its full-year outlook on booming AI server demand, while Palo Alto Networks gained on strong security growth. MongoDB, meanwhile, beat estimates and raised guidance but still sold off sharply as investors looked for faster growth from its Atlas cloud business. $Dell Technologies Inc.(DELL)$ +10% after hours Dell sells PCs, storage systems and servers used by enterprises and cloud providers. Fiscal second-quarter revenue jumped 58% to a record $47 billion, topping Wall Street’s estimate of about $44.9 billion. Adjusted earnings came in at $7.04 per share, well above the $4.91 expected. AI server revenue doubled to $16.4 billion, while new AI orders reached $60.9 billion. Dell ended the quarter with a record $95 billion AI

If I could hold only one, I’d choose $Palantir (PLTR). TEAM and NET have impressive growth, while CRM offers stronger valuation discipline. But PLTR has the most powerful combination of AI demand, accelerating commercial revenue, expanding margins and raised guidance. The key is not simply that Palantir is growing fast—it’s that growth is accelerating while profitability remains strong. Its U.S. commercial business is becoming a major engine, giving PLTR exposure to both enterprise AI adoption and government spending. The biggest risk is valuation. PLTR already prices in extremely high expectations, so even a great quarter may not be enough if future guidance disappoints. Still, for long-term upside, PLTR has the strongest growth story of the four. I’d rather buy the business with the big

If I could only pick one, I’d go with $Palantir Technologies Inc.(PLTR)$ . The combination of 93% revenue growth, 149% U.S. commercial growth and raised guidance is hard to ignore. More importantly, I see Palantir benefiting from both AI adoption and broader enterprise software spending, giving it multiple growth drivers. That said, I wouldn’t ignore the valuation risk. At these growth rates, expectations are already extremely high, so even a strong earnings report could trigger a pullback if guidance disappoints. I’d rather DCA into PLTR than chase a big post-earnings rally. $Atlassian Corporation PLC(TEAM)$ ,

Software stocks are having a strong earnings season. Atlassian jumped 35.31% after results. Doximity gained 32.62%. Palantir rose 29.45%. And the rally is broader than just AI. A number of software companies are being rewarded for the same three things: stronger growth, better profitability and more bullish guidance. First, investors are paying up for visible growth again. $Atlassian Corporation PLC(TEAM)$ reported revenue growth of 28%, with cloud revenue up 31% and RPO up 44%. The company also raised its outlook. $Palantir Technologies Inc.(PLTR)$ was another standout. Revenue surged 93%, while U.S. commercial revenue jumped 149%. Management also raised its full-year forecast. That combination — strong

I’m bullish on $Broadcom(AVGO)$ after earnings, with my pick around the $350–$400 area. I’m expecting solid AI revenue growth and potentially stronger guidance, especially as AI infrastructure spending remains strong across GPUs, networking and custom silicon. The custom AI chip opportunity is what excites me most. I don’t expect Broadcom to replace NVDA anytime soon, but more AI companies building chips tailored to their own workloads could become a major growth driver for Broadcom. If management provides clearer visibility on OpenAI and other custom-chip programs, I think the market could reward AVGO with another leg higher. At the same time, I’ll be cautious if guidance fails to match the market’s already-high expectations. That said, expectat

lunch money on it. 1 year kopi on it. lose I eat pantry from now

Above 400 for sure

Yes I believe can

Let's join in the fun 😊 Voting time 😁 @koolgal @Shyon @DiAngel @Aqa @JC888 @Barcode @Shernice軒嬣 2000

Broadcom reports fiscal Q3 earnings after the market closes on September 2.Wall Street expects about $29.4 billion in revenue and $3.23 in adjusted EPS. $Broadcom(AVGO)$ The bigger story is custom AI chips. OpenAI has been working with Broadcom on a custom inference chip called Jalapeño. Early tests reportedly showed better power efficiency and faster response times than Nvidia’s GB300. That does not mean Broadcom is about to replace Nvidia.It is still early. The chip is focused on inference, has not been tested against Rubin, and large-scale production is not expected until late next year. But the trend matters: More AI companies want chips built around their own models and costs — and Broadcom could be one of the biggest winners. What to expect？

Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production

Zoom has more potential

Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. $Dick's Sporting Goods(DKS)$ -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g

Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. $XPeng Inc.(XPEV)$ -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp

Ah, the classic stock market experience: watching everyone else’s software stocks jump 35% while you stare intensely at Twilio doing its absolute best to maintain a whopping +0.56%. Hang in there, buddy, you are basically beating inflation today!The app is offering a casual reward of 1,000 "Tiger Coins," which sounds exactly like the kind of currency I will use to buy a fictional yacht in a simulated metaverse because my real portfolio is currently down. The post asks, "Is it too late to buy?" and honestly, if you have to ask a community forum with exactly two comments while a giant graphic of surging stocks screams at you, the answer is usually: yes, you missed the boat, and buying now ensures you will single-handedly trigger the correction.But hey, the AI revenue is surging by 221%, so a

Pltr definitely but I sold her off already. Ah, the classic stock market experience: watching everyone else’s software stocks jump 35% while you stare intensely at Twilio doing its absolute best to maintain a whopping +0.56%. Hang in there, buddy, you are basically beating inflation today! But hey, the AI revenue is surging by 221%, so at least our future robot overlords are making bank while we check our portfolios

Dell surged after raising its full-year outlook on booming AI server demand, while Palo Alto Networks gained on strong security growth. MongoDB, meanwhile, beat estimates and raised guidance but still sold off sharply as investors looked for faster growth from its Atlas cloud business. $Dell Technologies Inc.(DELL)$ +10% after hours Dell sells PCs, storage systems and servers used by enterprises and cloud providers. Fiscal second-quarter revenue jumped 58% to a record $47 billion, topping Wall Street’s estimate of about $44.9 billion. Adjusted earnings came in at $7.04 per share, well above the $4.91 expected. AI server revenue doubled to $16.4 billion, while new AI orders reached $60.9 billion. Dell ended the quarter with a record $95 billion AI

Software stocks are having a strong earnings season. Atlassian jumped 35.31% after results. Doximity gained 32.62%. Palantir rose 29.45%. And the rally is broader than just AI. A number of software companies are being rewarded for the same three things: stronger growth, better profitability and more bullish guidance. First, investors are paying up for visible growth again. $Atlassian Corporation PLC(TEAM)$ reported revenue growth of 28%, with cloud revenue up 31% and RPO up 44%. The company also raised its outlook. $Palantir Technologies Inc.(PLTR)$ was another standout. Revenue surged 93%, while U.S. commercial revenue jumped 149%. Management also raised its full-year forecast. That combination — strong

I’d stay away from chasing the 10% jump for now. $Dell Technologies Inc.(DELL)$ numbers are clearly impressive, especially the $95B AI server backlog and upgraded outlook, but after such a sharp post-earnings move, I’d rather wait for the market to digest the news than buy purely on momentum. The AI infrastructure demand is definitely encouraging, and Dell is becoming an important beneficiary of the ongoing data-center buildout. However, I’d also keep an eye on margins, execution and how much of that backlog ultimately converts into sustainable free cash flow. A huge backlog is great, but valuation matters too. So personally, I’d hold my existing exposure but not chase the spike. If Dell pulls back after the initial excitement, I’d be more comfo

Stay away as more risk after a surge with likely profit taking.

I would stay away if trump has stake, because we all well known his tweet his tweet has strong power can swing the market.

If I could only pick one, I’d go with $Palantir Technologies Inc.(PLTR)$ . The combination of 93% revenue growth, 149% U.S. commercial growth and raised guidance is hard to ignore. More importantly, I see Palantir benefiting from both AI adoption and broader enterprise software spending, giving it multiple growth drivers. That said, I wouldn’t ignore the valuation risk. At these growth rates, expectations are already extremely high, so even a strong earnings report could trigger a pullback if guidance disappoints. I’d rather DCA into PLTR than chase a big post-earnings rally. $Atlassian Corporation PLC(TEAM)$ ,

If I could hold only one, I’d choose $Palantir (PLTR). TEAM and NET have impressive growth, while CRM offers stronger valuation discipline. But PLTR has the most powerful combination of AI demand, accelerating commercial revenue, expanding margins and raised guidance. The key is not simply that Palantir is growing fast—it’s that growth is accelerating while profitability remains strong. Its U.S. commercial business is becoming a major engine, giving PLTR exposure to both enterprise AI adoption and government spending. The biggest risk is valuation. PLTR already prices in extremely high expectations, so even a great quarter may not be enough if future guidance disappoints. Still, for long-term upside, PLTR has the strongest growth story of the four. I’d rather buy the business with the big

I’m bullish on $Broadcom(AVGO)$ after earnings, with my pick around the $350–$400 area. I’m expecting solid AI revenue growth and potentially stronger guidance, especially as AI infrastructure spending remains strong across GPUs, networking and custom silicon. The custom AI chip opportunity is what excites me most. I don’t expect Broadcom to replace NVDA anytime soon, but more AI companies building chips tailored to their own workloads could become a major growth driver for Broadcom. If management provides clearer visibility on OpenAI and other custom-chip programs, I think the market could reward AVGO with another leg higher. At the same time, I’ll be cautious if guidance fails to match the market’s already-high expectations. That said, expectat

I’d follow the trend, but not chase the 10% spike. Dell’s numbers are too strong to ignore: AI-server orders hit $60.9B, backlog reached a record $95B, and FY27 revenue guidance jumped to $192B. What makes Dell interesting is that this isn’t just an “AI story”—traditional servers, networking and storage are accelerating too. The key risk is valuation after a huge run, plus margins and cash flow as Dell scales capacity. As for Trump’s reported Dell stake, I wouldn’t make that the investment thesis. The backlog is the thesis. My play: hold/buy on pullbacks, not chase the first green candle. Dell looks like one of the cleaner ways to ride the AI infrastructure boom. @Tiger_Earnings [财迷]

Broadcom reports fiscal Q3 earnings after the market closes on September 2.Wall Street expects about $29.4 billion in revenue and $3.23 in adjusted EPS. $Broadcom(AVGO)$ The bigger story is custom AI chips. OpenAI has been working with Broadcom on a custom inference chip called Jalapeño. Early tests reportedly showed better power efficiency and faster response times than Nvidia’s GB300. That does not mean Broadcom is about to replace Nvidia.It is still early. The chip is focused on inference, has not been tested against Rubin, and large-scale production is not expected until late next year. But the trend matters: More AI companies want chips built around their own models and costs — and Broadcom could be one of the biggest winners. What to expect？

Let's join in the fun 😊 Voting time 😁 @koolgal @Shyon @DiAngel @Aqa @JC888 @Barcode @Shernice軒嬣 2000

lunch money on it. 1 year kopi on it. lose I eat pantry from now

Above 400 for sure

Yes I believe can

Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production

Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th

Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co

Tuesday’s earnings reactions had a clear theme: beating the quarter wasn’t enough if the outlook disappointed. Dick’s Sporting Goods suffered its worst drop in decades after cutting forecasts, while Intuit and Zoom both sold off after earnings beats were overshadowed by softer guidance. $Dick's Sporting Goods(DKS)$ -30.7% Dick’s Sporting Goods is a major U.S. retailer selling athletic footwear, apparel and sporting equipment, and it now also owns Foot Locker. Q2 adjusted EPS came in at $3.53, below Wall Street’s roughly $3.76 estimate. Revenue reached $5.59 billion, also missing expectations near $5.64 billion. Comparable sales rose just 2.1%, while Foot Locker comps fell 3.6%. The bigger problem was the outlook. Dick’s cut full-year adjusted EPS g