To The Moon

The last $GameStop(GME)$ frenzy came when I predicted that it would be "only the first of many". When it appeared, my prediction was "only $NVIDIA Corp(NVDA)$ Boring pre-earnings window game, the market is likely to end in the week。As expected, once NVDA's earnings report came out, the market attracted a lot of speculative money, even though the speculative sentiment wasn't as exaggerated as it had been on previous occasions. After all, there are so so good company options trading not to do, to speculate on the more risky, there is really no need.This week, many traders are already getting bored and jumping on the bandwagon due to the non-opening of the market on Monday, and with the GME +30% in the night

$PDD Holdings Inc(PDD)$ 22nd pre-market earnings report , revenue +131% y/y, the highest growth rate in 21 years, 13% above the market consensus estimate, gross margin of 62%, 5% above the market estimate, net profit growth of +200%, 97% above the market consensus estimate.But the stock opened higher and stayed below 150 that day, and the options were even more IV Crush, with almost all Calls and PUTs due that week discounted.No coincidence, the pillar of the U.S. stock $NVIDIA Corp(NVDA)$ also announced earnings after the 22nd session, revenue +262.1% year-on-year, exceeding market expectations by 5%, of which the data center business +426.7% year-on-year; net profit +628% year-on-year.Pre-market gains ar

$NVIDIA Corp(NVDA)$ reported its financial results for the first quarter of fiscal year 2025 after the U.S. stock market closed on May 23rd, Beijing time (as of April 2024) Overall Performance: Revenue and Gross Margin Reach New Heights. NVIDIA achieved a revenue of 26.04B usd, an YoY increase of 262%. The company also achieved a gross margin (GAAP) of 78.4%, exceeding market expectations (76.6%). The record high gross margin was mainly driven by the strong performance of the data center business, which has lifted the overall gross margin. The net profit for this quarter was $14.9 billion, a 628% year-over-year increase, marking another historical high.Core Business Update: Data Center Business Continues to Grow. The data

$Pinduoduo(PDD)$ Just announced 24th Q1's results blew up again, with revenue +131% y/y, the highest in 21 years and 13% higher than the market consensus, gross profit 62% 5% higher than the market's expectations, and net profit +200%, nearly double the market consensus!This volume, this growth rate, also on the AI leading Nvidia can be temporarily a comparison, can be said to be the light of the United States stock Nvidia, the light of the Chinese probability of Pinduoduo.Why did you get such a good performance?In terms of the domestic part, advertising revenue surged, much to the surprise of the market, and two reasons have to be mentioned for the 56% growth rate despite last year's high base:E-commerce is efficient in conversionE-co

$NVIDIA Corp(NVDA)$ arnings can be a star-studded affair, and as the world's leading GPU maker, a good or bad Q1 report as well as changes in next guidance could affect the overall broader market. $GraniteShares 2x Short NVDA Daily ETF(NVD)$ $GraniteShares 2x Long NVDA Daily ETF(NVDL)$ $NVIDIA Bear 1.25X ETF-AXS(NVDS)$ First quarter resultsConsensus market revenue of $24.69 billion, up 243.3% year-over-year; EBITDA up 439% year-over-year to $16.46 billion and EPS up 418% year-over-year to $5.65The all-important Data Center segment showed significant growth momentum. With shorter H100 GPU lead times and the introduction of

$GameStop(GME)$ saga coms again. Since it's a meme stock, it's certainly not a fundamental thing, nor the techie investors can explain it.ImageMost of the investors believe they can beat Wall Street, but last time, it turns out the wall street is in their battle inside.Apparently, short squeezing has become a market hotspot.From Short Interest's point of view, both GME and other meme stocks saw a sharp drawdown in shorts yesterday. Will be a Melvin Capital again?.From options standpoint, these meme stocks have once again jumped to the top of the list both in terms of volume or IV. I'm sure when more options contracts come out today, activity can be pushed up even further.Be careful:1. Options are more actively traded now than they were three years

After the big tech companies report, it's the turn of a large number of growth stocks to be tested. Coinciding with the Treasury bond auction, market liquidity is also suppressed, the overall tone is "difficult to rise and easy to fall".Unless earnings are impeccable and investors with pricing power trade aggressively, the post-earnings rally is likely to be sustained. Otherwise, if one factor upsets the market, a plunge is possible.Typical factors include concerns about increased competition, fully price-in , and disappointment at lower guidance.Shopify - Increased Competition and Downward Growth $Shopify(SHOP)$ Q1 results beat expectations, with revenue up 23% year-over-year and gross margin expanding to 51.4%, but Q2 will be down about 50 bps,

Just a few days ago the media reported that $Microsoft (MSFT) Preparing to launch a new in-house AI model for MAI-1 with about 500 billion parameters, it was recently revealed that OpenAI is developing a search function for ChatGPT.These have the potential to $Google (GOOG)$ The search brings competition. $Google A(GOOGL)$In fact, AI search is not to be bypassed, not only Google itself has begun to invest further, $Nvidia (NVDA)$ Rivals such as AI search startup Perplexity, which it has taken a stake in, are also primed to mature, as are

What happens to $Tesla Motors(TSLA)$ the other day, is gonna happen to $Apple(AAPL)$ .As the Q1 financial report was officially released, the excessive pessimism previously held by the market towards TSLA has been alleviated. TSLA's stock price soared from a low of just $140 to over $190, rebounding by more than 35% in just four days.The gross margin is not as pessimistic as the market had estimated, and Musk's cost management remains reliable;Actions such as layoffs to reduce operating expenses have also begun, and there is hope for an improvement in profit margins;The further advancement of FSD, with price increases in the North American region, and this is a business with a higher profit margin.These l

On April 26th, there were unusual orders, but looking at a few with especially large trading volumes might not reveal much, because major technology companies happened to release their financial reports that week, and it was also Friday, so some investors would adjust their positions, roll over contracts, and some would close positions.If more attention is paid to the movements of unclosed orders that are in the money (especially deep in the money), one might be able to detect some large orders.There are investors starting to buy the $55 calls for $Tesla Motors(TSLA)$ with an average price of $20.81, betting on a rise above $170 within a month.After the financial report led to a sharp drop, there are investors who have bottom-fished the $380 calls