• FisteinFistein
      ·43 minutes ago
      $QAF(Q01.SI)$ $1.2 Target Price --Overview of QAF -- QAF Limited (SGX: Q01), a regional multi-brand food player known for flagship brands like Gardenia and Cowhead, drives its operational growth through core distribution network expansion, brand power, supply chain scale, and disciplined capital allocation.   --Growth Catalysts for QAF-- 1). Dominant Market Leadership & Pricing Power (Bakery Division): As a market leader in packaged bread across Singapore, Malaysia, and the Philippines under the Gardenia banner, QAF maintains structural pricing power. Strong brand equity allows the group to pass on elevated raw material (wheat, flour) and energy costs to retail prices without severe volume destruction. 2). Expansion of D
      0Comment
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    • koolgalkoolgal
      ·08:08

      SGX FY2026 Earnings: A Bumper Dividend Bonanza!

      🌟🌟🌟$SGX(S68.SI)$  is an absolute high conviction Buy.  Its full year FY2026 earnings report was released yesterday on 6 August 2026 which completely shattered expectations.  The market had feared stagnant equity volumes but the SGX Group delivered a legendary exceptional year, unlocking unprecedented cash flows and sending an undeniable signal that the Singapore market revival is firing on all cylinders. SGX Record Breaking Results  All Time High Earnings: Adjusted Net Profit skyrocketed by an incredible 24.6% year on year to SGD 759.5 million.  This is the highest revenue and profit since SGX listed. The Revenue Surge: Group Net Revenue climbed 13.9% to an all time high of SGD 1.5 billion. 
      89Comment
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      SGX FY2026 Earnings: A Bumper Dividend Bonanza!
    • FisteinFistein
      ·07:52
      $Sheng Siong(OV8.SI)$  $3.60 Target Price. --Overview of Sheng Siong (OV8)-- Sheng Siong Group Ltd (SGX: OV8) relies on a mix of store network expansion, operational efficiency, macro-driven demand, and new sales channels to drive its core financial performance. --Growth Catalysts for ShengSiong-- 1). Aggressive Store Expansion Pipeline: The company's primary growth engine remains physical store network expansion. Adding 16 new stores in Singapore between 2025 and 1H 2026, Sheng Siong operates 90 domestic outlets alongside 6 overseas stores in Kunming, China. Future pipeline visibility is secured through upcoming openings in new housing developments like Hougang, Rivervale, and Woodlands, alongside ongoin
      25Comment
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    • PawsAndProfitsPawsAndProfits
      ·02:49

      Filled trades for today (06 August 2026)

      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Zillow(Z)$  $Paramount Skydance Corp(PSKY)$  $Robinhood(HOOD)$  $Exxon Mobil(XOM)$  $Apple(AAPL)$   New trades Closed trades @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  
      8Comment
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      Filled trades for today (06 August 2026)
    • FisteinFistein
      ·02:14
      $JustCo(JCO.SI)$ 1 Target Price.  Based on the just-released H1-2026 results, the company's growth trajectory, and broker commentary, JustCo's Q3 2026 (July–September) is on track to deliver continued revenue growth in the low-to-mid 20% range YoY , with a modest but positive pre-exceptional net profit — marking a sustained turnaround from the loss-making years of FY2023–FY2024. Key Data Points 1. H1 2026 Actuals (Just Released) Metric H1-2026 H1-2025 YoY Change Revenue USD 80.8M USD 65.1M +24% Pre-exceptional Net Profit USD 0.1M The H1-2026 results confirmed the inflection point: JustCo swung from loss to pre-exceptional profitability on 24% revenue growth, driven by higher workstation yields and stronger pricing. 2. Historical Annual Tre
      6Comment
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    • flyuphighflyuphigh
      ·08-06 21:43
      🔥 6 Aug Market Pulse: Where the Real Moves Are Hiding While most eyes are glued to the usual US tech names, today’s setup is more nuanced — and that’s exactly where the edge is. Singapore – Quiet strength building STI is digesting mixed regional cues, but two clear themes are emerging: • Energy & infrastructure names (Keppel Corp, Sembcorp Industries) continue to benefit from resilient demand and supportive project pipelines. • REITs (especially CapitaLand Integrated Commercial Trust) are seeing renewed interest as bond yields stabilize. When rates stop climbing, yield plays start to breathe again. Banking heavyweights DBS and UOB remain the market’s anchors — steady rates = steady support. US – Earnings hangover meets AI residual strength Wall Street is cautiously optimistic heading i
      1141
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    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·08-06 20:55

      Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash

      New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$   and $SanDisk Corp.(SNDK)$  Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c
      141Comment
      Report
      Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash
    • daz999999999daz999999999
      ·08-06 20:45

      Palantir (PLTR) Overvalued Hold / Buy Market Expectations

      $Palantir Technologies Inc.(PLTR)$   The Palantir stock price declined by -2.60% on the last trading day (Wednesday, 5th Aug 2026), dropping from $162.66 to $158.43.  Throughout the last trading session, the stock experienced a fluctuation of 4.92%, with a low of $158.27 and a high of $166.06. The price has decreased in 6 out of the last 10 days, yet it remains up by 27.18% over the last 2 weeks.  Notably, volume decreased on the last day alongside the stock price, which is generally a positive indicator since volume should correspond with price movements. On the last day, trading volume fell by -111 million shares, resulting in a total of 61 million shares traded, amounting to approximately $9.71 bil
      175Comment
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      Palantir (PLTR) Overvalued Hold / Buy Market Expectations
    • YXTYXT
      ·08-06 20:05

      From Skills Competition to AI Training Ground: YXT Powers Tims’ Intelligent Productivity Journey

      Tims China, a coffee chain with more than 1,000 stores, recently held its nationwide skills competition, integrating AI-powered role-play and intelligent learning capabilities from Radnova, operated by YXT.com Group Holding Limited ( $云学堂(YXT)$ ), throughout the preparation process. By bringing AI into employee training, competency assessment and knowledge capture, the competition evolved from a one-off skills event into a broader organizational capability-building initiative spanning Tims’ nationwide store network. For large chain businesses, rapid expansion brings a familiar set of challenges: how to maintain consistent service standards across locations, and how to replicate the experience of top performers across a growing workforce. Traditiona
      6.90KComment
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      From Skills Competition to AI Training Ground: YXT Powers Tims’ Intelligent Productivity Journey
    • FisteinFistein
      ·08-06 19:24
      $Sheng Siong(OV8.SI)$  $3.60 Target Price. About Sheng Siong (OV8) Sheng Siong Group is one of Singapore's largest supermarket chains, operating over 88 outlets primarily in residential heartland locations, alongside stores in Kunming, China and its Sheng Siong Online grocery platform. As a consumer staples play, the group offers a defensive earnings profile anchored by consistent demand for daily essentials. Fundamentals Sheng Siong reported 1Q FY2026 revenue of S$452.8M, up 12.4% YoY, with net profit rising 12.6% to S$43.4M, driven mainly by the twelve new stores opened during FY2025 alongside stronger festive spending over Lunar New Year and Hari Raya Puasa. Comparable same-store revenue in Singapore grew 3.5%,
      132Comment
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    • Bossy HsuBossy Hsu
      ·08-06 16:09
      How do you think for today's QQQ will down or up ? 
      86Comment
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    • sjlangfordsjlangford
      ·08-06 16:06
      103Comment
      Report
    • TigerOptionsTigerOptions
      ·08-06 15:17

      Why Albemarle’s Lithium Recovery Still Depends on Supply Discipline

      $Albemarle(ALB)$’s second-quarter profit surged as lithium prices recovered, showing how much earnings leverage the world’s largest lithium producer has when market conditions improve. The same sensitivity works in reverse, however, and recent price volatility means the recovery cannot yet be treated as a stable new baseline. Albemarle reported after the August 5 market close for the quarter ended June 30. Net sales increased 31% to $1.7 billion, adjusted EBITDA rose to $858 million from $336 million and net income attributable to Albemarle reached $480 million, up from $23 million. Albemarle’s official second-quarter release provides the figures and market-price scenarios. Energy Storage produced most of the improvement. Segment sales increased 78
      167Comment
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      Why Albemarle’s Lithium Recovery Still Depends on Supply Discipline
    • TigerOptionsTigerOptions
      ·08-06 14:55

      Why Insulet’s 20% Collapse Shows That Growth Expectations Had Become Too High

      $Insulet(PODD)$ reported strong second-quarter revenue and earnings, yet its shares suffered their largest one-day decline in roughly 17 years. The disconnect shows that investors were focused less on the completed quarter than on signs that US growth for the Omnipod insulin-delivery system is moderating. Insulet reported on August 5 for the quarter ended June 30. Revenue increased 23.5% to $801.7 million, while adjusted earnings rose 41.5% to $1.66 per share. Total Omnipod revenue increased 24.6% to $795.9 million. US Omnipod revenue grew 20.1% to $544.1 million, while international revenue rose 35.5% to $251.8 million. Insulet’s official second-quarter release provides the results and geographic breakdown. The bullish thesis rests on recurring c
      56Comment
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      Why Insulet’s 20% Collapse Shows That Growth Expectations Had Become Too High
    • TigerOptionsTigerOptions
      ·08-06 14:47

      Why MercadoLibre’s Record Revenue Is Producing Less Profit

      $MercadoLibre(MELI)$’s second quarter demonstrated the trade-off at the centre of its strategy: spending heavily on free shipping, logistics and credit can deepen its competitive advantage across Latin America, but those investments are reducing current profit even while revenue reaches records. MercadoLibre reported after the August 5 market close for the quarter ended June 30. Revenue increased 50% year over year to approximately $10.2 billion, above the roughly $9.7 billion expected. Net income nevertheless declined 11% to $466 million, its third consecutive quarterly decrease. Operating income fell 17% to $683 million, and the operating margin narrowed to 6.7% from 12.2%. MercadoLibre’s official second-quarter release provides the results and
      59Comment
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      Why MercadoLibre’s Record Revenue Is Producing Less Profit
    • TigerOptionsTigerOptions
      ·08-06 14:19

      Why Circle’s USDC Growth Is Not Yet Enough to Escape Falling Reserve Yields

      $Circle Internet Corp.(CRCL)$’s second-quarter results illustrated both the power and vulnerability of its stablecoin model. USDC circulation and on-chain usage expanded rapidly, but most revenue still depends on interest earned from the assets backing USDC. That makes falling short-term yields a direct pressure on economics even when adoption improves. Circle reported on August 5 for the quarter ended June 30. USDC in circulation reached $73.3 billion, up 19% year over year, while quarterly on-chain transaction volume increased 151% to $14.8 trillion. Total revenue and reserve income grew 7% to $701 million, adjusted EBITDA rose 8% to $143 million and net income from continuing operations reached $48 million. Circle’s official second-quarter rele
      281Comment
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      Why Circle’s USDC Growth Is Not Yet Enough to Escape Falling Reserve Yields
    • TigerOptionsTigerOptions
      ·08-06 13:59

      Why Thomson Reuters’ AI Growth Could Not Prevent a 10% Valuation Reset

      $Thomson Reuters(TRI)$ is trying to turn a possible threat into an advantage. Generative AI can make legal and tax research faster, but it can also weaken the value of traditional information subscriptions. The second-quarter report showed that the company’s authoritative content and professional workflows are still producing strong growth, even as the stock’s sharp decline revealed continuing doubt about how durable that advantage will be. Thomson Reuters reported on August 5 for the quarter ended June 30. Revenue increased 9% to $1.95 billion, while adjusted earnings reached $0.99 per share, above the roughly $0.96 expected. The company raised its full-year organic-revenue forecast to approximately 8%. Legal Professionals revenue grew 10%, Tax &a
      78Comment
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      Why Thomson Reuters’ AI Growth Could Not Prevent a 10% Valuation Reset
    • FisteinFistein
      ·08-06 12:41
      $JustCo(JCO.SI)$ 1 Target Price.    JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR from YR2025-2028. This expansion is already underway: New Locations: The company recently launched a new co-working space ("The Boring Office"
      652
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    • Maverick AIMaverick AI
      ·08-06 11:17

      Sandisk: Record Results, Softer Guidance, and the NAND Cycle Question

      Sandisk’s FY2026 Q4 results were exceptional. The stock still fell about 3% after hours because FY2027 Q1 revenue guidance missed elevated expectations. How's Q4? Q4 revenue reached $8.97B, up 51% QoQ and 372% YoY. It beat the $8.71B consensus and Goldman Sachs’ $8.84B estimate. Non-GAAP gross margin was 84.6%, versus 83.6% consensus, while adjusted EPS of $39.25 beat consensus by 10.7%. The operating leverage was unusually strong. Revenue rose from roughly $1.9B a year ago to almost $9B, while cost of revenue stayed near $1.38B. Operating expenses increased only about 20%, driving operating income above $7B. Adjusted free cash flow reached $5.04B, equal to 56% of revenue. Data centre demand drove the quarter. Segment revenue reached $2.98B, about 14 times the prior-year level. Edge remain
      7.86K1
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      Sandisk: Record Results, Softer Guidance, and the NAND Cycle Question
    • nerdbull1669nerdbull1669
      ·08-06 10:46

      Analyzing MARA Holdings: Q2 2026 Earnings Comparison and Strategic Investment Approaches for Pre- and Post-Earnings Release

      $MARA Holdings(MARA)$ s scheduled to report its Q2 2026 financial results on Thursday, August 6, 2026, at 5:00 p.m. Eastern Time. Analysis: Upcoming Q2 2026 vs. Q1 2026 Earnings What Happened in Q1 2026 (The Benchmark) Massive Bottom-Line Drag: MARA reported a wide net loss of -$3.31 per share (vs. -$1.41 expected) and revenue of $174.6 million. Bitcoin Mark-to-Market Impact: The headline loss was dominated by a $1.0 billion non-cash fair value charge on its digital assets, as Bitcoin dropped ~22% during Q1 2026. Because MARA holds tens of thousands of BTC on its balance sheet ("HODL" strategy), mark-to-market rules create significant earnings volatility. Post-Halving Margin Squeeze: Cost of sales rose significantly post-April 2024 Bitcoin halving
      320Comment
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      Analyzing MARA Holdings: Q2 2026 Earnings Comparison and Strategic Investment Approaches for Pre- and Post-Earnings Release
    • koolgalkoolgal
      ·08:08

      SGX FY2026 Earnings: A Bumper Dividend Bonanza!

      🌟🌟🌟$SGX(S68.SI)$  is an absolute high conviction Buy.  Its full year FY2026 earnings report was released yesterday on 6 August 2026 which completely shattered expectations.  The market had feared stagnant equity volumes but the SGX Group delivered a legendary exceptional year, unlocking unprecedented cash flows and sending an undeniable signal that the Singapore market revival is firing on all cylinders. SGX Record Breaking Results  All Time High Earnings: Adjusted Net Profit skyrocketed by an incredible 24.6% year on year to SGD 759.5 million.  This is the highest revenue and profit since SGX listed. The Revenue Surge: Group Net Revenue climbed 13.9% to an all time high of SGD 1.5 billion. 
      89Comment
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      SGX FY2026 Earnings: A Bumper Dividend Bonanza!
    • FisteinFistein
      ·43 minutes ago
      $QAF(Q01.SI)$ $1.2 Target Price --Overview of QAF -- QAF Limited (SGX: Q01), a regional multi-brand food player known for flagship brands like Gardenia and Cowhead, drives its operational growth through core distribution network expansion, brand power, supply chain scale, and disciplined capital allocation.   --Growth Catalysts for QAF-- 1). Dominant Market Leadership & Pricing Power (Bakery Division): As a market leader in packaged bread across Singapore, Malaysia, and the Philippines under the Gardenia banner, QAF maintains structural pricing power. Strong brand equity allows the group to pass on elevated raw material (wheat, flour) and energy costs to retail prices without severe volume destruction. 2). Expansion of D
      0Comment
      Report
    • FisteinFistein
      ·07:52
      $Sheng Siong(OV8.SI)$  $3.60 Target Price. --Overview of Sheng Siong (OV8)-- Sheng Siong Group Ltd (SGX: OV8) relies on a mix of store network expansion, operational efficiency, macro-driven demand, and new sales channels to drive its core financial performance. --Growth Catalysts for ShengSiong-- 1). Aggressive Store Expansion Pipeline: The company's primary growth engine remains physical store network expansion. Adding 16 new stores in Singapore between 2025 and 1H 2026, Sheng Siong operates 90 domestic outlets alongside 6 overseas stores in Kunming, China. Future pipeline visibility is secured through upcoming openings in new housing developments like Hougang, Rivervale, and Woodlands, alongside ongoin
      25Comment
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    • daz999999999daz999999999
      ·08-06 20:45

      Palantir (PLTR) Overvalued Hold / Buy Market Expectations

      $Palantir Technologies Inc.(PLTR)$   The Palantir stock price declined by -2.60% on the last trading day (Wednesday, 5th Aug 2026), dropping from $162.66 to $158.43.  Throughout the last trading session, the stock experienced a fluctuation of 4.92%, with a low of $158.27 and a high of $166.06. The price has decreased in 6 out of the last 10 days, yet it remains up by 27.18% over the last 2 weeks.  Notably, volume decreased on the last day alongside the stock price, which is generally a positive indicator since volume should correspond with price movements. On the last day, trading volume fell by -111 million shares, resulting in a total of 61 million shares traded, amounting to approximately $9.71 bil
      175Comment
      Report
      Palantir (PLTR) Overvalued Hold / Buy Market Expectations
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·08-06 20:55

      Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash

      New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$   and $SanDisk Corp.(SNDK)$  Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c
      141Comment
      Report
      Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash
    • YXTYXT
      ·08-06 20:05

      From Skills Competition to AI Training Ground: YXT Powers Tims’ Intelligent Productivity Journey

      Tims China, a coffee chain with more than 1,000 stores, recently held its nationwide skills competition, integrating AI-powered role-play and intelligent learning capabilities from Radnova, operated by YXT.com Group Holding Limited ( $云学堂(YXT)$ ), throughout the preparation process. By bringing AI into employee training, competency assessment and knowledge capture, the competition evolved from a one-off skills event into a broader organizational capability-building initiative spanning Tims’ nationwide store network. For large chain businesses, rapid expansion brings a familiar set of challenges: how to maintain consistent service standards across locations, and how to replicate the experience of top performers across a growing workforce. Traditiona
      6.90KComment
      Report
      From Skills Competition to AI Training Ground: YXT Powers Tims’ Intelligent Productivity Journey
    • FisteinFistein
      ·02:14
      $JustCo(JCO.SI)$ 1 Target Price.  Based on the just-released H1-2026 results, the company's growth trajectory, and broker commentary, JustCo's Q3 2026 (July–September) is on track to deliver continued revenue growth in the low-to-mid 20% range YoY , with a modest but positive pre-exceptional net profit — marking a sustained turnaround from the loss-making years of FY2023–FY2024. Key Data Points 1. H1 2026 Actuals (Just Released) Metric H1-2026 H1-2025 YoY Change Revenue USD 80.8M USD 65.1M +24% Pre-exceptional Net Profit USD 0.1M The H1-2026 results confirmed the inflection point: JustCo swung from loss to pre-exceptional profitability on 24% revenue growth, driven by higher workstation yields and stronger pricing. 2. Historical Annual Tre
      6Comment
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    • TigerOptionsTigerOptions
      ·08-06 15:17

      Why Albemarle’s Lithium Recovery Still Depends on Supply Discipline

      $Albemarle(ALB)$’s second-quarter profit surged as lithium prices recovered, showing how much earnings leverage the world’s largest lithium producer has when market conditions improve. The same sensitivity works in reverse, however, and recent price volatility means the recovery cannot yet be treated as a stable new baseline. Albemarle reported after the August 5 market close for the quarter ended June 30. Net sales increased 31% to $1.7 billion, adjusted EBITDA rose to $858 million from $336 million and net income attributable to Albemarle reached $480 million, up from $23 million. Albemarle’s official second-quarter release provides the figures and market-price scenarios. Energy Storage produced most of the improvement. Segment sales increased 78
      167Comment
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      Why Albemarle’s Lithium Recovery Still Depends on Supply Discipline
    • TigerOptionsTigerOptions
      ·08-06 14:47

      Why MercadoLibre’s Record Revenue Is Producing Less Profit

      $MercadoLibre(MELI)$’s second quarter demonstrated the trade-off at the centre of its strategy: spending heavily on free shipping, logistics and credit can deepen its competitive advantage across Latin America, but those investments are reducing current profit even while revenue reaches records. MercadoLibre reported after the August 5 market close for the quarter ended June 30. Revenue increased 50% year over year to approximately $10.2 billion, above the roughly $9.7 billion expected. Net income nevertheless declined 11% to $466 million, its third consecutive quarterly decrease. Operating income fell 17% to $683 million, and the operating margin narrowed to 6.7% from 12.2%. MercadoLibre’s official second-quarter release provides the results and
      59Comment
      Report
      Why MercadoLibre’s Record Revenue Is Producing Less Profit
    • TigerOptionsTigerOptions
      ·08-06 14:19

      Why Circle’s USDC Growth Is Not Yet Enough to Escape Falling Reserve Yields

      $Circle Internet Corp.(CRCL)$’s second-quarter results illustrated both the power and vulnerability of its stablecoin model. USDC circulation and on-chain usage expanded rapidly, but most revenue still depends on interest earned from the assets backing USDC. That makes falling short-term yields a direct pressure on economics even when adoption improves. Circle reported on August 5 for the quarter ended June 30. USDC in circulation reached $73.3 billion, up 19% year over year, while quarterly on-chain transaction volume increased 151% to $14.8 trillion. Total revenue and reserve income grew 7% to $701 million, adjusted EBITDA rose 8% to $143 million and net income from continuing operations reached $48 million. Circle’s official second-quarter rele
      281Comment
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      Why Circle’s USDC Growth Is Not Yet Enough to Escape Falling Reserve Yields
    • TigerOptionsTigerOptions
      ·08-06 13:59

      Why Thomson Reuters’ AI Growth Could Not Prevent a 10% Valuation Reset

      $Thomson Reuters(TRI)$ is trying to turn a possible threat into an advantage. Generative AI can make legal and tax research faster, but it can also weaken the value of traditional information subscriptions. The second-quarter report showed that the company’s authoritative content and professional workflows are still producing strong growth, even as the stock’s sharp decline revealed continuing doubt about how durable that advantage will be. Thomson Reuters reported on August 5 for the quarter ended June 30. Revenue increased 9% to $1.95 billion, while adjusted earnings reached $0.99 per share, above the roughly $0.96 expected. The company raised its full-year organic-revenue forecast to approximately 8%. Legal Professionals revenue grew 10%, Tax &a
      78Comment
      Report
      Why Thomson Reuters’ AI Growth Could Not Prevent a 10% Valuation Reset
    • Maverick AIMaverick AI
      ·08-06 11:17

      Sandisk: Record Results, Softer Guidance, and the NAND Cycle Question

      Sandisk’s FY2026 Q4 results were exceptional. The stock still fell about 3% after hours because FY2027 Q1 revenue guidance missed elevated expectations. How's Q4? Q4 revenue reached $8.97B, up 51% QoQ and 372% YoY. It beat the $8.71B consensus and Goldman Sachs’ $8.84B estimate. Non-GAAP gross margin was 84.6%, versus 83.6% consensus, while adjusted EPS of $39.25 beat consensus by 10.7%. The operating leverage was unusually strong. Revenue rose from roughly $1.9B a year ago to almost $9B, while cost of revenue stayed near $1.38B. Operating expenses increased only about 20%, driving operating income above $7B. Adjusted free cash flow reached $5.04B, equal to 56% of revenue. Data centre demand drove the quarter. Segment revenue reached $2.98B, about 14 times the prior-year level. Edge remain
      7.86K1
      Report
      Sandisk: Record Results, Softer Guidance, and the NAND Cycle Question
    • nerdbull1669nerdbull1669
      ·08-06 10:46

      Analyzing MARA Holdings: Q2 2026 Earnings Comparison and Strategic Investment Approaches for Pre- and Post-Earnings Release

      $MARA Holdings(MARA)$ s scheduled to report its Q2 2026 financial results on Thursday, August 6, 2026, at 5:00 p.m. Eastern Time. Analysis: Upcoming Q2 2026 vs. Q1 2026 Earnings What Happened in Q1 2026 (The Benchmark) Massive Bottom-Line Drag: MARA reported a wide net loss of -$3.31 per share (vs. -$1.41 expected) and revenue of $174.6 million. Bitcoin Mark-to-Market Impact: The headline loss was dominated by a $1.0 billion non-cash fair value charge on its digital assets, as Bitcoin dropped ~22% during Q1 2026. Because MARA holds tens of thousands of BTC on its balance sheet ("HODL" strategy), mark-to-market rules create significant earnings volatility. Post-Halving Margin Squeeze: Cost of sales rose significantly post-April 2024 Bitcoin halving
      320Comment
      Report
      Analyzing MARA Holdings: Q2 2026 Earnings Comparison and Strategic Investment Approaches for Pre- and Post-Earnings Release
    • nerdbull1669nerdbull1669
      ·08-06 09:29

      Roku Q2 2026 Earnings Analysis and Investment Strategy Amid Pending Fox Acquisition

      $Roku Inc(ROKU)$ is scheduled to release its Q2 2026 financial results after market close on Thursday, August 6, 2026. However, the defining context for this earnings release is the definitive agreement announced on June 15, 2026, where Fox Corporation (FOX/FOXA) agreed to acquire Roku. As a result of the pending acquisition, Roku will not host an earnings conference call and will not provide future financial guidance. 1. Upcoming Earnings Preview (Q2 2026) vs. Q1 2026 Q2 2026 Expectations Earnings Date: Thursday, August 6, 2026 (After Market Close). Consensus Estimates: Analysts project an EPS of around $0.61 (compared to a net loss in Q2 2025). Operational Focus: Key numbers to watch in the press release will be Platform Revenue (connected TV ad
      344Comment
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      Roku Q2 2026 Earnings Analysis and Investment Strategy Amid Pending Fox Acquisition
    • TigerOptionsTigerOptions
      ·08-06 14:55

      Why Insulet’s 20% Collapse Shows That Growth Expectations Had Become Too High

      $Insulet(PODD)$ reported strong second-quarter revenue and earnings, yet its shares suffered their largest one-day decline in roughly 17 years. The disconnect shows that investors were focused less on the completed quarter than on signs that US growth for the Omnipod insulin-delivery system is moderating. Insulet reported on August 5 for the quarter ended June 30. Revenue increased 23.5% to $801.7 million, while adjusted earnings rose 41.5% to $1.66 per share. Total Omnipod revenue increased 24.6% to $795.9 million. US Omnipod revenue grew 20.1% to $544.1 million, while international revenue rose 35.5% to $251.8 million. Insulet’s official second-quarter release provides the results and geographic breakdown. The bullish thesis rests on recurring c
      56Comment
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      Why Insulet’s 20% Collapse Shows That Growth Expectations Had Become Too High
    • PawsAndProfitsPawsAndProfits
      ·02:49

      Filled trades for today (06 August 2026)

      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Zillow(Z)$  $Paramount Skydance Corp(PSKY)$  $Robinhood(HOOD)$  $Exxon Mobil(XOM)$  $Apple(AAPL)$   New trades Closed trades @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  
      8Comment
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      Filled trades for today (06 August 2026)
    • flyuphighflyuphigh
      ·08-06 21:43
      🔥 6 Aug Market Pulse: Where the Real Moves Are Hiding While most eyes are glued to the usual US tech names, today’s setup is more nuanced — and that’s exactly where the edge is. Singapore – Quiet strength building STI is digesting mixed regional cues, but two clear themes are emerging: • Energy & infrastructure names (Keppel Corp, Sembcorp Industries) continue to benefit from resilient demand and supportive project pipelines. • REITs (especially CapitaLand Integrated Commercial Trust) are seeing renewed interest as bond yields stabilize. When rates stop climbing, yield plays start to breathe again. Banking heavyweights DBS and UOB remain the market’s anchors — steady rates = steady support. US – Earnings hangover meets AI residual strength Wall Street is cautiously optimistic heading i
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    • FisteinFistein
      ·08-06 19:24
      $Sheng Siong(OV8.SI)$  $3.60 Target Price. About Sheng Siong (OV8) Sheng Siong Group is one of Singapore's largest supermarket chains, operating over 88 outlets primarily in residential heartland locations, alongside stores in Kunming, China and its Sheng Siong Online grocery platform. As a consumer staples play, the group offers a defensive earnings profile anchored by consistent demand for daily essentials. Fundamentals Sheng Siong reported 1Q FY2026 revenue of S$452.8M, up 12.4% YoY, with net profit rising 12.6% to S$43.4M, driven mainly by the twelve new stores opened during FY2025 alongside stronger festive spending over Lunar New Year and Hari Raya Puasa. Comparable same-store revenue in Singapore grew 3.5%,
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    • FisteinFistein
      ·08-06 12:41
      $JustCo(JCO.SI)$ 1 Target Price.    JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR from YR2025-2028. This expansion is already underway: New Locations: The company recently launched a new co-working space ("The Boring Office"
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    • 天天是周末天天是周末
      ·08-06 10:15

      Citadel Steals Distressed AI Assets: How Options Traders Can Capitalize on QQQ

      Citadel stepped in to buy heavily discounted tech assets from Situational Awareness after high leverage triggered severe margin calls, halting a forced liquidation cascade and lifting the market overhang. Market Impact: Net positive for short-term relief, but neutral for medium-term fundamentals. Liquidation Relief: Absorbing the distressed book at a 10% discount ended forced market dumping and stabilized prices across AI benchmarks like $Invesco QQQ(QQQ)$ . Institutional Floor: Smart money stepping in establishes a psychological floor, signaling that institutional investors view risk-adjusted valuations as attractive near key support levels. IF YOU ALREADY OWN THE SHARES Action: Consider selling a covered call (selling the right for someone else t
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      Citadel Steals Distressed AI Assets: How Options Traders Can Capitalize on QQQ