• Angmoh88Angmoh88
      ·01-30
      $YIP'S CHEMICAL(00408)$   From a Modest Hong Kong Office to a Greater China Chemical Leader: Why Yip’s Chemical Deserves Investor Attention Few would have imagined that a small trading business founded in Hong Kong in 1971 would one day evolve into one of Greater China’s established specialty chemical groups. Yet this is precisely the path Yip’s Chemical Holdings has taken. The company was founded by Mr. Yip Choi-man as a modest operation supplying basic industrial chemicals to local factories. In its early years, Yip’s Chemical operated from a small office with only a handful of employees, relying on personal relationships, handwritten contracts, and long working hours. Rather than chasing aggressive expansion, management focused on reliabi
      1.32KComment
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    • nerdbull1669nerdbull1669
      ·2025-09-08

      Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?

      $Oracle(ORCL)$ is scheduled to report its fiscal Q1 2026 earnings after the market closes on Tuesday, September 9, 2025. Following a significant stock rally fueled by its AI-driven cloud momentum, this report will be a major test of the company's ability to execute on its ambitious growth targets. Revenue: Analysts are projecting total revenue of around $15.01 billion, suggesting a growth of over 12% from the prior-year quarter. Non-GAAP EPS: The consensus is for a non-GAAP EPS of $1.47, which would represent a 5.8% year-over-year increase. Summary of Oracle's Fiscal Q4 2025 Earnings Oracle reported a very strong finish to its fiscal year on June 11, 2025, with results that beat analyst expectations and underscored the company's momentum in the cl
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      Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?
    • nerdbull1669nerdbull1669
      ·2025-09-02

      Option Setup To Capture Credo Technology (CRDO) Earnings Move

      $Credo Technology Group Holding Ltd(CRDO)$ is set to report its fiscal Q1 2026 earnings on September 3, 2025. Here is an analysis of what to watch for and potential short-term trading opportunities. Revenue and EPS: The consensus analyst estimates for Q1 2026 are revenue of around $190 million and This represents a significant year-over-year increase, reflecting the strong demand for Credo's products. The company's own guidance for the quarter is a revenue range of $185 million to $195 million. Beating or missing these estimates will be a primary driver of stock movement post-earnings. Summary of Credo Technology Group Holding Ltd (CRDO) Fiscal Q4 2025 Earnings Credo Technology Group Holding Ltd. (CRDO) reported a strong finish to its fiscal year,
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      Option Setup To Capture Credo Technology (CRDO) Earnings Move
    • pete13pete13
      ·2025-09-02
      I believe Broadcom will close in the Green zone (5% to 10%). AI industry is not done yet and Broadcom is one of the main backend players
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    • MyrttleMyrttle
      ·2025-09-01
      Flat growth. Market has already priced it in
      2.20KComment
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    • ECLCECLC
      ·2025-09-01
      Guess "green" as most expects good earnings though valuation seems high.
      2.92KComment
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    • Success88Success88
      ·2025-08-31
      Yes $Broadcom(AVGO)$ definitely will. AI is just starter and manag big company is invest it that
      2.30KComment
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    • Mindful SavageMindful Savage
      ·2025-08-28
      Yo yo yo Yo yo yo Totally yo
      2.70KComment
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    • Gman1234567890Gman1234567890
      ·2025-08-28
      Is this really true? 
      3.08KComment
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    • nerdbull1669nerdbull1669
      ·2025-08-27

      Affirm Holdings (AFRM) Path Towards Profitability To Watch

      $Affirm Holdings, Inc.(AFRM)$ is scheduled to report its Q4 2025 earnings on Thursday, August 28, 2025. The general sentiment among analysts is positive, with a strong expectation for both top-line and bottom-line growth. The company has successfully shifted its focus towards profitability while continuing to expand its presence in the "buy now, pay later" (BNPL) market. Earnings Per Share (EPS): The consensus among analysts is that Affirm will report a significant increase in earnings, projecting a positive non-GAAP EPS of approximately $0.11, a massive turnaround from a loss of $0.14 in the same quarter last year. Revenue: Revenue is expected to be around $839.9 million, representing a robust year-over-year increase of over 27%. Summary of Affir
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      Affirm Holdings (AFRM) Path Towards Profitability To Watch
    • zako87zako87
      ·2025-08-27
      Very interestin. 🤑
      2.60KComment
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    • nerdbull1669nerdbull1669
      ·2025-08-27

      Can Ulta Beauty (ULTA) Resilience In Beauty Sector Push For A Surprise Stock Rally?

      $ulta beauty(ULTA)$ is scheduled to report its Q2 2026 earnings on Thursday, August 28, 2025. The general sentiment is cautiously optimistic, with the beauty retail sector showing some resilience despite broader consumer spending pressures. Analysts expect the company to deliver solid results driven by strong consumer demand in the beauty category. Revenue and EPS: The consensus among analysts is that Ulta will report Q2 revenue of approximately $2.66 billion and earnings per share (EPS) of around $4.99. This would represent a modest increase year-over-year. However, the EPS forecast is slightly lower than the prior year's reported EPS of $5.30. Summary of Ulta Beauty's Fiscal Q1 2026 Earnings Ulta Beauty (ULTA) delivered a strong performance in i
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      Can Ulta Beauty (ULTA) Resilience In Beauty Sector Push For A Surprise Stock Rally?
    • nerdbull1669nerdbull1669
      ·2025-08-26

      Continued Growth Snowflake (SNOW), Profit Turnaround Earnings Hidden Gem

      $Snowflake(SNOW)$ is scheduled to report its fiscal Q2 2026 earnings on August 27, 2025. The general sentiment is optimistic, with analysts expecting continued growth driven by the strong adoption of its data platform and new AI-driven products like Cortex. Revenue: The Zacks Consensus Estimate for revenue is pegged at approximately $1.09 billion, which would represent a 25% increase year-over-year. Product revenue, a key metric for the company, is expected to be in the range of $1.03 billion to $1.04 billion. Earnings Per Share (EPS): Non-GAAP earnings per share (EPS) are projected to be around $0.26, a significant increase from the prior year. Summary of Snowflake's Fiscal Q1 2026 Earnings Snowflake (SNOW) reported a strong start to fiscal 2026,
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      Continued Growth Snowflake (SNOW), Profit Turnaround Earnings Hidden Gem
    • Tiger_EarningsTiger_Earnings
      ·2025-08-25

      🎁Weekly Higher EPS Estimates: NVDA, DELL, BMO, BNS, CM & More

      😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q2 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from August 25 to August 29.Read more>>Weekly: August could end on a high note with Nvidia earnings on tap💰 NEW ALPHA|Seize the opportunities of U.S. industrial revival: BWXT/PRIM/KTOS👇🤔Weekly Top 20 Insider Sells: PLTR, DASH, TMUS, CAH& More🎁Weekly Higher EPS
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      🎁Weekly Higher EPS Estimates: NVDA, DELL, BMO, BNS, CM & More
    • Tiger_EarningsTiger_Earnings
      ·2025-08-25

      🎁Capturing Top 10 Ex_dividend: LYB, JNJ, SPGI, ATO, WILC...

      1.Which High Ex-dividend Stock (on 25 August ~ 29 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $LYB$ and $JNJ$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter.2.YTD25 of the Above 10 Stocks are as Below:TradingVi
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      🎁Capturing Top 10 Ex_dividend: LYB, JNJ, SPGI, ATO, WILC...
    • TigerObserverTigerObserver
      ·2025-08-25

      Weekly: August could end on a high note with Nvidia earnings on tap

      Last Week's RecapThe US Market - Powell speech fuels market’s rallyU.S. markets broadly advanced on Friday, after Fed Chair Jerome Powell used his Jackson Hole speech to hint at a near-term rate cut, despite mid-week fluctuations and a tech sector sell-off.For the week, the $Dow Jones(.DJI)$ gained 1.5%, closing at a record high. The $S&P 500(.SPX)$ edged up 0.3%, while the $NASDAQ(.IXIC)$ slipped 0.6% despite a sharp +1.88% rally Friday. Small caps outperformed, with the Russell 2000 surging 3.3%, reflecting easing risk concerns.Powell acknowledged that “downside risks to employment are rising” and that the possibility of Trump’s tariffs having only a short
      12.81KComment
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      Weekly: August could end on a high note with Nvidia earnings on tap
    • highhandhighhand
      ·2025-08-23
      happiness is key to life, so use your CDC vouchers to make yourself happy 😀
      2.91KComment
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    • AxekayAxekay
      ·2025-08-23
      everyone has their own bias when it comes to consumption - some like to spend on the thrill and cuteness of $POP MART(09992)$ figurines, some like to spend on branded goods like $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ . No right or wrong answer on how one ought to spend their vouchers [Cool]
      2.47KComment
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    • YaoZu91YaoZu91
      ·2025-08-23
      Pokemon card is just another form of investment [Miser]
      2.67KComment
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    • Angmoh88Angmoh88
      ·01-30
      $YIP'S CHEMICAL(00408)$   From a Modest Hong Kong Office to a Greater China Chemical Leader: Why Yip’s Chemical Deserves Investor Attention Few would have imagined that a small trading business founded in Hong Kong in 1971 would one day evolve into one of Greater China’s established specialty chemical groups. Yet this is precisely the path Yip’s Chemical Holdings has taken. The company was founded by Mr. Yip Choi-man as a modest operation supplying basic industrial chemicals to local factories. In its early years, Yip’s Chemical operated from a small office with only a handful of employees, relying on personal relationships, handwritten contracts, and long working hours. Rather than chasing aggressive expansion, management focused on reliabi
      1.32KComment
      Report
    • nerdbull1669nerdbull1669
      ·2025-09-08

      Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?

      $Oracle(ORCL)$ is scheduled to report its fiscal Q1 2026 earnings after the market closes on Tuesday, September 9, 2025. Following a significant stock rally fueled by its AI-driven cloud momentum, this report will be a major test of the company's ability to execute on its ambitious growth targets. Revenue: Analysts are projecting total revenue of around $15.01 billion, suggesting a growth of over 12% from the prior-year quarter. Non-GAAP EPS: The consensus is for a non-GAAP EPS of $1.47, which would represent a 5.8% year-over-year increase. Summary of Oracle's Fiscal Q4 2025 Earnings Oracle reported a very strong finish to its fiscal year on June 11, 2025, with results that beat analyst expectations and underscored the company's momentum in the cl
      3.96K4
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      Can Oracle (ORCL) Earnings Show That It is On Track To Key AI Infrastructure Winner?
    • nerdbull1669nerdbull1669
      ·2025-09-02

      Option Setup To Capture Credo Technology (CRDO) Earnings Move

      $Credo Technology Group Holding Ltd(CRDO)$ is set to report its fiscal Q1 2026 earnings on September 3, 2025. Here is an analysis of what to watch for and potential short-term trading opportunities. Revenue and EPS: The consensus analyst estimates for Q1 2026 are revenue of around $190 million and This represents a significant year-over-year increase, reflecting the strong demand for Credo's products. The company's own guidance for the quarter is a revenue range of $185 million to $195 million. Beating or missing these estimates will be a primary driver of stock movement post-earnings. Summary of Credo Technology Group Holding Ltd (CRDO) Fiscal Q4 2025 Earnings Credo Technology Group Holding Ltd. (CRDO) reported a strong finish to its fiscal year,
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      Option Setup To Capture Credo Technology (CRDO) Earnings Move
    • nerdbull1669nerdbull1669
      ·2025-08-26

      Continued Growth Snowflake (SNOW), Profit Turnaround Earnings Hidden Gem

      $Snowflake(SNOW)$ is scheduled to report its fiscal Q2 2026 earnings on August 27, 2025. The general sentiment is optimistic, with analysts expecting continued growth driven by the strong adoption of its data platform and new AI-driven products like Cortex. Revenue: The Zacks Consensus Estimate for revenue is pegged at approximately $1.09 billion, which would represent a 25% increase year-over-year. Product revenue, a key metric for the company, is expected to be in the range of $1.03 billion to $1.04 billion. Earnings Per Share (EPS): Non-GAAP earnings per share (EPS) are projected to be around $0.26, a significant increase from the prior year. Summary of Snowflake's Fiscal Q1 2026 Earnings Snowflake (SNOW) reported a strong start to fiscal 2026,
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      Continued Growth Snowflake (SNOW), Profit Turnaround Earnings Hidden Gem
    • nerdbull1669nerdbull1669
      ·2025-08-27

      Can Ulta Beauty (ULTA) Resilience In Beauty Sector Push For A Surprise Stock Rally?

      $ulta beauty(ULTA)$ is scheduled to report its Q2 2026 earnings on Thursday, August 28, 2025. The general sentiment is cautiously optimistic, with the beauty retail sector showing some resilience despite broader consumer spending pressures. Analysts expect the company to deliver solid results driven by strong consumer demand in the beauty category. Revenue and EPS: The consensus among analysts is that Ulta will report Q2 revenue of approximately $2.66 billion and earnings per share (EPS) of around $4.99. This would represent a modest increase year-over-year. However, the EPS forecast is slightly lower than the prior year's reported EPS of $5.30. Summary of Ulta Beauty's Fiscal Q1 2026 Earnings Ulta Beauty (ULTA) delivered a strong performance in i
      3.54K6
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      Can Ulta Beauty (ULTA) Resilience In Beauty Sector Push For A Surprise Stock Rally?
    • TigerObserverTigerObserver
      ·2025-08-25

      Weekly: August could end on a high note with Nvidia earnings on tap

      Last Week's RecapThe US Market - Powell speech fuels market’s rallyU.S. markets broadly advanced on Friday, after Fed Chair Jerome Powell used his Jackson Hole speech to hint at a near-term rate cut, despite mid-week fluctuations and a tech sector sell-off.For the week, the $Dow Jones(.DJI)$ gained 1.5%, closing at a record high. The $S&P 500(.SPX)$ edged up 0.3%, while the $NASDAQ(.IXIC)$ slipped 0.6% despite a sharp +1.88% rally Friday. Small caps outperformed, with the Russell 2000 surging 3.3%, reflecting easing risk concerns.Powell acknowledged that “downside risks to employment are rising” and that the possibility of Trump’s tariffs having only a short
      12.81KComment
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      Weekly: August could end on a high note with Nvidia earnings on tap
    • nerdbull1669nerdbull1669
      ·2025-08-27

      Affirm Holdings (AFRM) Path Towards Profitability To Watch

      $Affirm Holdings, Inc.(AFRM)$ is scheduled to report its Q4 2025 earnings on Thursday, August 28, 2025. The general sentiment among analysts is positive, with a strong expectation for both top-line and bottom-line growth. The company has successfully shifted its focus towards profitability while continuing to expand its presence in the "buy now, pay later" (BNPL) market. Earnings Per Share (EPS): The consensus among analysts is that Affirm will report a significant increase in earnings, projecting a positive non-GAAP EPS of approximately $0.11, a massive turnaround from a loss of $0.14 in the same quarter last year. Revenue: Revenue is expected to be around $839.9 million, representing a robust year-over-year increase of over 27%. Summary of Affir
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      Affirm Holdings (AFRM) Path Towards Profitability To Watch
    • KYHBKOKYHBKO
      ·2025-08-11

      Oh Deere? Preview of the week staring 11 Aug 2025

      Economic Calendar: Key Market Movers (week of 11Aug25) Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Observations Next week's key macroeconomic events will centre on the release of the Consumer Price Index (CPI), a primary indicator of inflation. Market participants are anticipating a rise in CPI, which could raise concerns among investors hoping for a reduction in interest rates by the Federal Reserve. This outcome may even prompt the Federal Reserve to consider an interest rate hike. Additionally, the Producer Price Index (PPI) is projected to increase to 0.2%, up from the previous month. The PPI serves as an early indicator of inflationary pressures on producers, which are often subsequently passed on to consumers. Further economic data will be
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      Oh Deere? Preview of the week staring 11 Aug 2025
    • Tiger_commentsTiger_comments
      ·2025-08-06

      [Game] Growth Stocks on a Roller Coaster – Guess Who’s Next?

      This week, growth stocks will shake the market. Let's check the stocks that have a big swing today.1. $Shopify(SHOP)$ jumps 17% as it forecasts third-quarter revenue above market estimatesIts AI features and platform upgrades boosted demand for its e-commerce services despite tariff-related uncertainty pressuring retail businesses.2. $BWX Technologies Inc(BWXT)$ jumped 17.79%. The supplier of nuclear components posted adjusted earnings of $1.02 a share on revenue of $764 million, beating expectations.3. $Astera Labs, Inc.(ALAB)$ surged nearly 16% as its Q2 revenue and earnings per share exceeded expectations, and the company raised its Q3 guidance.4.
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      [Game] Growth Stocks on a Roller Coaster – Guess Who’s Next?
    • ShyonShyon
      ·2025-08-08
      I managed to avoid the worst of the drop this time, mainly because I have been a bit cautious with my growth stock exposure lately. The market has been showing signs of potential pullback, and with earnings season in full swing, I knew volatility could hit hard. I did not short any of these names, but I definitely breathed a sigh of relief that I was not holding some of the ones that plunged after their results. I still hold a few growth stocks in my portfolio, but I have been more selective compared to the past. Rather than chasing every high-growth name, I focus on companies with strong fundamentals, clear profitability paths, and resilient demand trends. For example, tech companies that are tied to AI infrastructure or mission-critical software feel more defensible to me right now compa
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    • TigerOptionsTigerOptions
      ·2025-08-22

      Why Zoom Still Deserves Attention

      When I look at $Zoom(ZM)$ today, I can’t help but reflect on how far the company has come since its pandemic-era highs. The stock, which once symbolized the stay-at-home economy, has spent the past few years battling investor skepticism about whether its growth could endure in a post-COVID world. But as of now, I find myself viewing Zoom with fresh interest. The company has transitioned from being a single-product video conferencing app into a broader enterprise communications platform, and that shift is finally starting to show results. Zoom’s latest earnings report reinforced this impression for me. Revenue in Q2 fiscal 2026 grew modestly, but what caught my eye was the improvement in operating efficiency. The company has maintained solid profitab
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      Why Zoom Still Deserves Attention
    • TBITBI
      ·2025-08-09

      Signals, and Crypto.

      Disclaimer: The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do
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      Signals, and Crypto.
    • Tiger_EarningsTiger_Earnings
      ·2025-08-25

      🎁Weekly Higher EPS Estimates: NVDA, DELL, BMO, BNS, CM & More

      😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q2 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from August 25 to August 29.Read more>>Weekly: August could end on a high note with Nvidia earnings on tap💰 NEW ALPHA|Seize the opportunities of U.S. industrial revival: BWXT/PRIM/KTOS👇🤔Weekly Top 20 Insider Sells: PLTR, DASH, TMUS, CAH& More🎁Weekly Higher EPS
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      🎁Weekly Higher EPS Estimates: NVDA, DELL, BMO, BNS, CM & More
    • Tiger_EarningsTiger_Earnings
      ·2025-08-22

      🎉6 high-growth stocks finally turned to profitability: OKTA, DASH, RELY & More

      Hi Tigers! Below metrics mentioned below are explained here! CAGR = Growth potential. 2020 Net Margin = Past profitability snapshot. LTM Net Margin = Current profitability trend. Together, they tell the story of growth + profitability evolution, which is critical for evaluating performance.1. $Okta Inc.(OKTA)$Core Business & Latest Business Developments: Okta provides identity and access management solutions, helping organizations secure access to applications and data while enabling remote work. It has introduced new Workforce Identity Cloud capabilities, including Secure SaaS Service Accounts and Governance Analyzer, to address unmanaged SaaS accounts and improve governance decisions.Analyst Target Price Expectations: Morgan Stanley upgraded
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      🎉6 high-growth stocks finally turned to profitability: OKTA, DASH, RELY & More
    • EclipseTREclipseTR
      ·2025-08-22

      Estée Lauder Earnings Reveal Retailer Split; Technically Not Yet Oversold

      1. $Estee Lauder(EL)$ Earnings Season & Retailer Divergence: What’s Driving the Stock? Quarterly Results & Guidance EL reported a 12% drop in sales to ~$3.41 billion and a deepening operating loss, prompting a ~5% stock drop. Adjusted earnings per share came in at $0.09, meeting expectations but guidance disappointed, projecting $1.90–$2.10 EPS versus ~$2.20 expected, which triggered a further ~7.6% slide. The net loss reached $546 million (or $1.51/share), driven by restructuring charges (~$527 million), impairment, and tax adjustments. Full-year sales declined 8% to $14.3 billion. Gross margins improved to ~74% thanks to cost-efficiencies and pricing, while net profits were hurt by restructuring. Tariff headwinds are expected to shave $100
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      Estée Lauder Earnings Reveal Retailer Split; Technically Not Yet Oversold
    • nerdbull1669nerdbull1669
      ·2025-08-06

      Pure-Play Voice AI - SoundHound AI, Expected Substantial Earnings Yet Not Yet Profitable

      $SoundHound AI Inc(SOUN)$ is set to report its Q2 2025 financial results on Thursday, August 7, 2025, after the market closes. Following a year of significant volatility and a decline of over 40% year-to-date, investors are looking for signs of sustained growth and a path to profitability. The company, a pure-play in voice artificial intelligence, is expected to see a substantial increase in revenue, but remains unprofitable. Revenue: Analysts have a consensus revenue expectation of approximately $33.03 million for SoundHound AI's fiscal Q2 2025 earnings. This would represent a robust 145% increase compared to the same period last year. The market is looking for the company to demonstrate continued, strong top-line growth driven by the demand for
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      Pure-Play Voice AI - SoundHound AI, Expected Substantial Earnings Yet Not Yet Profitable
    • xc__xc__
      ·2025-08-06

      Earnings Season Fireworks: Which Growth Stock Will Soar the Highest?

      Earnings season is in full swing, and growth stocks like Uber ( $Uber(UBER)$ ), Lyft ( $Lyft, Inc.(LYFT)$ ), Duolingo ( $Duolingo, Inc.(DUOL)$ ), Nebius Group ( $NEBIUS(NBIS)$ ), D-Wave Quantum ( $D-Wave Quantum Inc.(QBTS)$ ), and SoundHound AI (SOUN) are poised for explosive moves, with potential 10%+ swings in a single day. These companies, spanning ride-sharing, language learning, AI infrastructure, quantum computing, and voice AI, are at the forefront of high-growth sectors. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, the market’s bullish momentum is tempered b
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      Earnings Season Fireworks: Which Growth Stock Will Soar the Highest?
    • BarcodeBarcode
      ·2025-08-07
      $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🧠🔥⚔️ Nvidia Is Eating AMD’s Lunch: And the AI Buffet Isn’t Slowing ⚔️🔥🧠 I’m extremely confident we’re watching a structural bifurcation unfold. AMD’s data center growth is collapsing, credibility is eroding, and the charts have snapped. Meanwhile, Nvidia just printed $30.77B in data center revenue, gained another $72B in free cash flow, and has pulled within $1T of the entire EuroStoxx 50. Flash Verdict: Bullish $NVDA. Tactical Pause $AMD unless $168 is reclaimed. I’m tactically cautious on AMD until it proves its Q2 decline is a one-off and not the beginning of a demand downgrade cycle. I’m betting $NVDA hits $5T before AMD sees another $3.85B quarter in data c
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    • nerdbull1669nerdbull1669
      ·2025-08-07

      Twilio (TWLO) Transition Towards Profitability To Watch

      $Twilio(TWLO)$ is scheduled to report its Q2 2025 earnings after the market closes on Thursday, August 7, 2025. Following a strong Q1 report that saw the stock rally, investors will be closely monitoring whether the company can maintain its growth and demonstrate continued progress in its path to profitability. Revenue and Revenue Growth Rate: Analysts are expecting revenue of approximately $1.19 billion, which would represent a year-over-year increase of about 9.5%. A significant beat or miss on this number will likely be a primary driver of the stock's immediate reaction. Earnings Per Share (EPS): The consensus for non-GAAP EPS is $1.02 per share, a notable increase from the same period last year. Investors will be looking for continued improvem
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      Twilio (TWLO) Transition Towards Profitability To Watch
    • Maverick OptionsMaverick Options
      ·2025-08-07

      ​​$2.3B Buyback: Is Uber Saving Itself or Milking Investors?​

      $Uber(UBER)$ Q2 results exceeded expectations overall, but market expectations were also quite high, and the company's guidance for Q3 was relatively cautious (no big surprises), so there was no particularly strong performance after the market closed.Two important trends in Q2:Business structure optimization: Takeout becomes the main growth engine, offsetting the cyclical risks of transportation;Strategic execution verification: Light-asset AV platform, membership economy, and global mergers and acquisitions form a synergistic closed loop.In the short term, Uber needs to absorb the pressure on profit margins caused by technological investments, but the $23 billion buyback and free cash flow (more than 50% of which is used for shareholder returns)
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      ​​$2.3B Buyback: Is Uber Saving Itself or Milking Investors?​