As the year is coming to an end, let's share about the earning season.

ASML $ASML Holding NV(ASML)$ solid Q3 but guides to flat FY24YoY/QoQRevenue +15% / -3%Net Income +12% / -2%Dil. EPS +11% / -2%net bookings $2.6 B (!) (lowest since 2Q 2020)FY23: still expects to grow +30% YoY ImageNet bookings• 3QFY23 was the lowest since 2QFY20• YTD FY23 -55% YoY (FY23 record year)Backlog • at the end of 2QFY23 was €38 billion• at the end of 3QFY23 should be ~€35 billion• assuming €21 B in yearly system sales backlog would be ~20 monthsImageASML during 2Q earnings call was confident that this backlog would mean "clearly still opportunities for growth in 2024"Today it´s no longer the case with a flat forecast, likely with customers delaying fabs and respectives start-ups further (vs 2Q)ImageFY24 guidance

😀Hi Tigers,We invite you to take a closer look at the top recent winners by EPS.In this post, we have highlighted the top 10 EPS gainers released on Sept. 5 to Sept. 12 and also mentioned the top 10 stocks with estimated higher EPS that will release their earnings in the period of Sept.13-Sept.20.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly

$Oracle(ORCL)$ dropped 13% after release of FY24Q1 earnings report as of August 31. The decline was primarily attributed to lower-than-expected cloud licensing revenue, leading investors to question whether the company could meet its AI-related expectations. However, despite this setback, Oracle has seen a year-to-date increase of over 35%, making it the second-best year since the internet bubble of 2000. It is much like a correction following overly optimistic expectations.Earnings Overview- Revenue: $12.45 billion, a 9% year-on-year increase, slightly below the market's expected $12.47 billion.- Cloud revenue: $4.6 billion, a 29% year-on-year increase at constant exchange rates, down from 55% in the previous quarter.- Cloud services and license

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$DiDi Global Inc.(DIDIY)$ has released its second performance report since its relisting. From the trend of Didi continuously disclosing its performance, the company intends to return to the main board for listing. Financial HighlightsDidi's total revenue for the second quarter reached 488.5 billion yuan, a year-on-year increase of 52.6%. Of course, there were special circumstances last year, and the base was very low, resulting in a 1% year-on-year increase compared to 2021. Among them, the revenue from Didi's China mobility services (ride-hailing, taxis, chauffeur service, and Hitch) was 44.5 billion yuan, a year-on-year increase of 57%, with an adjusted EBITA profit of 1.44 billion yuan. International business revenue was 1.9 billion yuan, a y

Tesla going up, up, up!

1. $C3.ai, Inc.(AI)$ 's challenging quarter: operating loss and deferred profitability goalsC3.ai experienced a sharp decline of over 12% after it forecast a larger-than-expected operating loss for the fiscal second quarter.The company is calling for an operating loss of $27 million to $40 million, while analysts polled by StreetAccount anticipated a loss of $20.5 million.Adjusted EPS: -9 cents vs. -17 centsRevenue: $72.4 mln vs. $71.6 mlnThe company's previous goal of achieving non-GAAP profitability by Q4 fiscal 2024 has been postponed. While there are positive signs of subscription growth and the potential of Gen AI, top-line metrics have not seen a significant uptick. 2. $ChargePoint Holdings Inc.

Grizzly is shorting $Pinduoduo Inc.(PDD)$. It's important to consider why foreign investors think this way when they may not fully understand China.Conclusion: It is highly unlikely to impact Pinduoduo's business significantly, but from an investor's perspective, speculating on geopolitics can only worsen global markets.Discussion 1: Lack of understanding of China's operations and the core of Pinduoduo being direct sourcing. From an American perspective, the concept of $9.9 free shipping might not exist, and profitability under such conditions may seem improbable due to the need for abundant labor, low-cost manufacturing, and a developed logistics system. The United States is developed but may not meet all these conditions.Discussion 2: Temu is not

$C3.ai, Inc.(AI)$ dropped more than 9% in after-hours trading. This came after the company released its current financial report, which slightly exceeded expectations but provided a less optimistic outlook. While many companies in the true AI sector have been raising their expectations significantly, C3.ai decided to lower theirs and postpone their profitability timeline, raising doubts in the market once again about the company's true potential.Despite the speculative frenzy that drove the stock up over 181.1% amid this year's AI boom, it's important to note that, as we've mentioned before, despite having the best name in the market (AI), it is one of the least AI-focused companies in the industry. The company's business model resembles a giant sal

Hi, tigers! Welcome to our “New High Stocks“ Column! Let’s check out the winners that continue to post strong performance and reach to new high in recent period.1. $Apollo Global Management LLC(APO)$ rose to new high of $88.88 on 6th Sept.Back in August, Apollo Global Management began its rally after a strong Q2 earnings report. The stock broke out of a bullish pattern, hitting a 52-week high.This year, it has gained over 32%. Q2 revenue reached $13.7 billion, with significant growth in retirement services and net investment income.Analysts predict continued EPS growth for the company. Full-year EPS will grow to $6.57, vs. a loss of $3.89 in 2022, then increase to $7.81 next year.  2.

September may have proven to be a bearish month over the years. However, without going too much into the details, there were still years that the market did not perform as bad as investors feared it would be, and as they always say, past performance is no guarantee of future results. Trade what the market gives you, not what you think. There are also ways to position yourself to navigate through this month unscathed. Check out my video for more info! === Wobbly US Stock Market - Bearish Sep! What Should We Do?? https://youtu.be/G9wOw1S89Pg $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA Corp(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ 

😀Hi Tigers,We invite you to take a closer look at the top recent winners by EPS.In this post, we have highlighted the top 10 EPS gainers released on August 30 to September 4 and also mentioned the top 10 stocks with estimated higher EPS that will release their earnings in the period of September 5-September 8.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good compa

On Tuesday, September 5th, China's largest online OTA, $Trip.com Group Limited(TCOM)$ announced its 2023 Q2 performance. $TRIP.COM-S(09961)$ It is evident that the post-pandemic travel business has surged, boosting the company's overall performance, surpassing market expectations raised after adjustments. In the short term, the market remains optimistic about the recovery of the tourism sector, but the stock performance is not particularly strong due to the fact that the market had already priced in some of these expectations in the previous quarter. This has led to a situation where some are "buying the rumor, selling the fact," especially when looking at the performance in the Hong Kong stock market.Tw

It is estimated that they have excess savings of $770 billion, which will be completely depleted by 2Q24; low-income groups may have already depleted their savings by the end of last year. The massive fiscal stimulus since the outbreak of the pandemic has led to US residents accumulating more than $2.3 trillion in excess savings. However, subsequent fiscal retrenchment, declining real incomes, and the recovery of consumption have all accelerated the depletion of excess savings by US residents. (Real disposable income has fallen below trend levels, while actual consumption spending has recovered to pre-pandemic trend levels.) The forecast results for excess savings are highly sensitive to the methods and trend assumptions used, so although the two calculation methods currently receiving mar