To The Moon

Shares in $Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ plunged 12.4% yesterday after the company reported earnings.Such a drop, I was expecting a disastrous earnings report, it seems not too bad ah?RevenueSpecifically, Bilibili revenue was RMB5.665 billion in Q1, up 11.7% year-on-year. Although it's partly due to the low base from last year, the growth trend is recovering, slightly exceeding analysts' expectations of RMB5.6 billion.By business, Bilibili's core businesses are back on track. Advertising revenue hit RMB1.67 billion, a 31.2% increase year-on-year, exceeding analysts' estimate of RMB1.62 billion;Value-added services revenue was RMB2.53 billion, up 17.3% and also surpassing the expected RMB2.48 b

Just now, $NVIDIA Corp(NVDA)$ , the king of AI, released its first quarter earnings for fiscal year 2025, which exceeded expectations and shocked Wall Street again!Specifically, Nvidia revenue was $26 billion in the first quarter, an increase of 262%, far exceeding analyst expectations of $24.7 billion:Segments Data Center revenue was $22.56 billion, a year-on-year surge of 426.7%, far exceeding analyst expectations of $21.1 billion; Gaming revenue was $2.65 billion, up 18.2% year-on-year, slightly exceeding analyst expectations of $2.62 billion; Automotive revenue exceeded $300 million for the first time, reaching $330 million, an increase of 11.1%;Professional Visualization revenue clocked in at $430 million, up 44.7% year-on-year.The explosive

It seems AI fever's slightly cooling off, and now the US stock market is all about a full-blown rally. $DJIA(.DJI)$ has hit a new milestone, crossing the 40,000 mark for the first time, and this new sign is making everyone even more optimistic about the future of the US economy.You know, these days, tech stocks have been the king of the US stock market. With the Fed constantly hiking interest rates, it's become a stage for the tech giants. While they're shining brightly, traditional companies seem a bit overshadowed.But interestingly, among the Dow's biggest players, it wasn't tech giants like $Apple(AAPL)$ or $Microsoft(MSFT)$ that led the charge from 30,000 to

In US stock pre-market yesterday, $JD.com(JD)$ released their first-quarter earnings report, greatly exceeding market expectations, but the stock price reaction was flat.Revenue and ProfitsSpecifically, JD.com revenue was RMB260 billion in Q1, a 7% year-on-year increase. That's a significant acceleration compared to the previous two quarters, and it even exceeded analysts' predictions of RMB258.3 billion.But if the revenue is just a slight over-performance, their profits are stellar! Operating profit hit RMB7.7 billion, a whopping 19.8% increase year-on-year. Adjusted net income was RMB8.9 billion, far surpassing the 7.4 billion analysts expected.So how did they pull it off? It's all about the industry's cost-cutting and efficiency-boosting efforts.

Just now, $Baidu(BIDU)$ $BIDU-SW(09888)$ released their first-quarter report, and the revenue is still slowing down. Luckily, profits are up a bit due to cost-cutting measures. The stock price even surged over 4% in pre-market.RevenueSpecifically, Baidu's revenue for the quarter was RMB31.51 billion, a mere 1.2% increase year-on-year. It's a bit above analysts' expectations of RMB31.43 billion, but growth rate is definitely sliding further down.By segments:The core online advertising business revenue was RMB18.49 billion, up 2.9%. But other services totalled RMB13 billion, down 1.1%.That online advertising, though still positive, is showing no signs of reviving. Compare that to

Meme stocks can also be understood as Internet celebrity stocks. They're driven by retail investors, achieve viral spread with the help of social media platforms. But without the boring stuff like financial analysis and due diligence, they're super volatile and all about the hype. $GameStop(GME)$ was the first big meme stock in the US. It was a rallying cry for retail investors to take on Wall Street's big guns. The stock shot up 100 times in just a few months, which is also a subversive victory for retail investors to force short Wall Street bears.Some people think meme stock communities work together to move prices, but it's more like a chaotic mosh pit of individual investors, each with their own opinions and biases.As it turns out, the independ

$Alibaba(BABA)$ $Alibaba(09988)$ revealed its Q4 results for fiscal year 2024 (ending March 31st) just now, which missed expectations, and its stock price fell 5% in pre-market:Specifically, Their revenue was 2218.7 billion yuan, a 6.6% increase year-on-year, slightly exceeding analysts' expectations of 2198 billion yuan.Looking at the different segments:Revenue for the Taobao and Tmall Group rose 3.7% year on year to 93.2 billion yuan;Revenue for the International Digital Commerce Group was 27.4 billion yuan, a whopping 45% increase;Revenue for the Local Services Group was 14.6 billion yuan, up 18.5%; Revenue for Cainiao was 24.56 billion yuan, a 29.8% increase; Revenue for the Cloud Intelligence Group

After a major correction in April, the US stock market managed to regain most of its lost ground in early May. But don't be fooled by appearances! The recent earnings reports are painting a not-so-rosy picture for the future.Sure, the big tech giants are still chugging along, keeping the indices afloat, but three of the Magnificent Seven - $Apple(AAPL)$ $Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$ - are already under Wall Street's scrutiny, narrowing the market even more.And now, a growing number of smaller tech stocks are dropping bombshells with their earnings reports, sending their shares tumbling. Even some former stars are among them. Plus, companies li

With the Fed's rate cuts looming, investors would be wise to add some undervalued dividend stocks to their portfolios while maintaining a cautious optimism.The beauty of buying undervalued dividend stocks is that, even if the market takes a dip, these stocks have limited downside, especially the blue-chip ones with lower risk. And if the market continues to soar, these stocks are likely to bounce back in a valuation repair.1.Vale $Vale SA(VALE)$ is probably the most underrated dividend stock in the industrial commodity space. With a forward P/E ratio of just 5.18 and a dividend yield of a whopping 14.28%, this stock is a steal! After being stuck in a sideways pattern for a while, it's primed for an upward breakout.Fundamentally, Vale's diversifie

It's time to get excited about the reverse investment opportunities in US green hydrogen stocks and ETFs!Why am I so bullish on these green hydrogen stocks and ETFs? Well, despite the current challenges like low oil and gas prices, high interest rates, supply chain issues, and inflation, the big trend of clean energy transition ain't going anywhere. So, patience is key, and the rewards will be sweet!If you're into green hydrogen investing, here are 6 US stocks and ETFs that you should definitely keep an eye on:1.Bloom EnergyThink of $Bloom Energy Corp(BE)$ as the blue-chip in green hydrogen, with their stellar fuel cells and electrolyzers. Their fuel cell systems run on hydrogen, biogas, and even natural gas, giving them a huge and flexible market.