To The Moon

Nvidia will announce its 2Q2025 earnings on August 23rd (est.). I reckon Nvidia may once again exceed earnings estimates, keeping its share price elevated. Nvidia has consistently outperformed both Wall Street and its own estimates in the last six earnings calls. Wall Street's revenue estimates have been rather conservative, averaging just 2.3% above Nvidia’s own estimates over the past four quarters. For example, in 1Q2025, Nvidia estimated revenue at $24 billion, while Wall Street expected $24.65 billion (2.7% above Nvidia’s estimate). However, the actual revenue was $26.04 billion. Based on the past six quarterly earnings results, Nvidia tends to provide conservative forecasts and subsequently beat them. Furthermore, Nvidia’s actual GAAP and Non-GAAP gross margins have also surpassed it

Nvidia rose 6% in the after market trading hours to $1007.  Key highlights: Both Revenue and EPS beat expectations EPS beat by 9%: $6.12 vs. $5.59 as expected. Revenue beat by 6%: $26.04 B vs. $24.65 B as expected 10-for-1 stock split’s ex date on June 10th For example, if you own 10 shares and the pre-split share price is $1000, after the stock split, you would now have 100 shares (10 shares * 10), and the share price would be $100 ($1000 / 10). $0.10 dividend ex-date on June 11th. Production shipments of Blackwell will start in the second quarter and ramp up in Q3. The Blackwell chip is twice as fast as Nvidia's current Hopper chip.   2Q2025 Earnings forecast: Revenue: $28 B expected by Nvidia vs. $26.61 B expected by Wall Street Gross Margin: 75.5% expected by Nvidia

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Alibaba( $Alibaba(BABA)$ ) has risen 9% since Thursday’s earnings call, but the stock price increase is not primarily due to the earnings beat. Instead, it is mainly because 'Big Short' investor Michael Burry significantly increased his stake in Alibaba. Alibaba (BABA) closed 3.2% higher at USD 88.54 on Friday. It is still trading 71% lower than its all-time high of USD 317.14.   4Q2024 Earnings Review The quarterly results were mixed, as revenue beat expectations, but earnings per ADS missed. Revenue: 221.9 billion yuan versus 219.66 billion yuan expected. Earnings per ADS: 10.14 yuan ($1.40) versus 10.27 yuan ($1.42) expected.  Alibaba's revenue grew 6.57% year-over-year, while EBITA operating income declined by 4.1% and 3.12% ye

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This is an important week for the US as it will announce PPI data on Tuesday and CPI data on Wednesday. Fed Chairman Jerome Powell is also scheduled to speak on Tuesday, and he is expected to stick to his higher-for-longer script. I reckon that any market correction due to a hotter-than-expected inflation surprise may provide investors and traders with an accumulation opportunity, as I think interest rate cuts are still on the way. The bigger narrative here is that default and refinancing risks are increasing for US companies, especially for speculative-grade firms, over the next several years. Speculative-grade companies, also known as non-investment grade or junk-rated companies, will face $2 trillion in debt maturing from 2024 to 2028. The year-over-year growth rates of speculative-grad

Portfolio diversification: Mainland Chinese investors may have been investing in non-RMB denominated assets (e.g., HK-listed shares) to diversify potential RMB depreciation risk.  HKEX Expands Eligible stocks/ETFS Under Stock Connect On April 19, 2024, China announced its plans to expand the list of stocks, REITs, and ETFs included in the Stock Connect program. Currently, there are 24 listed companies participating in the yuan share trading counter program. These 24 listed companies may be added to the southbound Stock Connect. To put it simply, this means that mainland investors will be able to trade these 24 Hong Kong stocks in yuan in the future.  AH Premium: A-shares are now 37% more expensive than their H-share equivalents. China is considering a proposal to exempt in

Source: Tiger PC APP The S&P 500 closed at 5222 on Friday. It is now trading at 0.6% below the all-time high of 5254. We may see a short squeeze once the S&P 500 goes above the all-time high. My best-case scenario, based on fundamental analysis, suggests that we may see a 20.5% upside in the S&P 500, ending the year at 5750, with an EPS of 250 and a PE ratio at 23x. Based on technical analysis, I see that the S&P 500 may potentially take a breather at 5556, and 6118 based on Fibonacci Extension. While a 344-point increase to reach 5556 may seem like a lot, it is only a 6% increase from the current price of 5222. The recent 5.46% correction from 5254 to 4967 may appear too shallow for most investors. However, I would like to argue that the correction may have been completed

Source: TSMC TSM's $Taiwan Semiconductor Manufacturing(TSM)$ share price surged by 3.6% in pre-market trading following the announcement of sales growth. April's revenue saw an impressive 59.6% year-over-year increase, reaching NT$236 billion. This revenue milestone marks the second-highest monthly revenue in the company's history. Industry experts attribute this revenue surge to strong demand for high-performance computing related to artificial intelligence (AI) and robust customer demand for 3nm and 5nm advanced process technology, as reported by CNA. During the 1Q2024 earnings call, TSMC projected that the Q2 midpoint revenue would reach NT$646 billion. With April's revenue already reaching NT$236 billion, this accounts for 36.5% of its Q2 targ

What to Know: Warren Buffett recently sold a large stake in Apple $Apple(AAPL)$ in the first quarter of 2024. His Apple stake decreased from 906 million shares (as of the end of December 2023) to approximately 790 million shares (as of the end of March 2024), representing a decrease of nearly 13% in Apple stake. Despite the reduction, Apple remained Berkshire's largest holding as of the end of March 2024, and Buffett stated that Apple would likely remain Berkshire's largest holding at year-end.   Reason for Selling: Buffett sold Apple to mitigate a potentially higher tax bill, as he believes the US will increase taxes to fund the growing US fiscal deficit.  Conclusion: I don't believe Warren Buffett's decision was solely based on