$Delta Air Lines(DAL)$ is set to release its Q4 earnings report on January 10. Wall Street analysts expect the company’s earnings per share (EPS) for the fourth quarter to be $1.76, reflecting a 37.5% year-over-year increase. Meanwhile, revenue is projected to grow 3% year-over-year, reaching $14.65 billion.Building on this, Delta Airlines’ stock price has risen approximately 48.5% this year, fueled by increasing travel demand, strategic initiatives like expanding premium seating, and positive analyst expectations. Additionally, the airline’s focus on operational efficiency, improved profit margins, and robust free cash flow has further strengthened its financial position.Analysts Maintain Optimism for Delta’s Q4 EarningsAhead of the company’s Q4 r

Nvidia (NVDA.US) CEO Jensen Huang stated that "extremely useful" quantum computers may still take decades to become a reality, causing stocks related to quantum computing, such as IonQ Inc. (IONQ.US), to plummet in after-hours trading on Tuesday.Huang said, “If you say that we can create a really useful quantum computer within 15 years, that might be a bit early. If you say 30 years, that might already be too late. If you say 20 years, I think a lot of us will believe it.”IonQ and Quantum Computing (QUBT.US) fell more than 16% in after-hours trading, while D-Wave Quantum (QBTS.US) and Rigetti Computing (RGTI.US) dropped over 14%. Over the past few months, these companies' stock prices surged as excitement grew about the potential of quantum computing technology. This enthusiasm intensified

As the tech stock club welcomes new members, the nicknames for tech giants also evolve. Previously known as FANG, FAANG, or FAMANG, and recently as the "Magnificent Seven," these companies are now dubbed "BATMMAAN"—a group that includes $Broadcom (AVGO.US)$, $Apple (AAPL.US)$, $Tesla (TSLA.US)$, $Microsoft (MSFT.US)$, $Meta Platforms (META.US)$, $Alphabet-A (GOOGL.US)$, $Amazon (AMZN.US)$, and $NVIDIA (NVDA.US)$. All eight comp

Following NVIDIA CEO Jensen Huang’s confirmation in June 2024 that the company will begin designing ASIC chips, recent industry reports reveal that NVIDIA has chosen Taiwan as the base for its ASIC design and R&D center, launching an aggressive talent recruitment initiative.Market data indicates that NVIDIA’s foray into ASIC development is accelerating. In Taiwan, NVIDIA has been actively recruiting senior engineers specializing in areas such as front-end design verification, IP integration, and physical layer design. Many engineers have already been poached. What makes NVIDIA particularly attractive to talent is its competitive compensation package, which includes Restricted Stock Units (RSUs). Given the company’s stock price gains of 239% and 180% in 2023 and 2024 respectively, RSUs

On January 2, local time in the U.S., $Tesla Motors(TSLA)$ released its Q4 2024 global production and delivery report.Tesla’s global vehicle deliveries for 2024 totaled 1.79 million units, down from 1.8 million units in 2023 and falling short of analysts' consensus estimate of 1.8 million. This marks Tesla’s first year-over-year decline in annual deliveries since 2015.In response to the news, Tesla's U.S. stock market opened with a sharp drop, closing down 6.08%, wiping out $78.8 billion in market value (approximately RMB 577.05 billion). Over the past five trading days, Tesla has plunged nearly 18%.Earlier reports noted two separate vehicle collision and explosion incidents in the U.S., one of which involved a Tesla Cybertruck.Tesla CEO Elon Musk

By the end of 2024, quantum computing stocks soared to incredible heights.Recently, quantum computing stocks have captured the spotlight among investors.Analysts have pointed out that this impressive surge reflects the market’s confidence in quantum computing as a transformative force across industries. Currently, quantum computing is on a fast growth trajectory. Experts anticipate its potential to solve complex problems and enhance computational power will further expand as the technology matures.Key industries such as pharmaceuticals (drug discovery), finance (financial modeling), and logistics (supply chain optimization) are expected to be early adopters of quantum technology.However, it's important to note the security risks associated with quantum computing, particularly in cryptograp

As this year's "Santa Claus rally" reaches its halfway point (the first four of the seven trading days), investors hoping for another year-end rally in U.S. stocks have been notably disappointed. While the first two days of the rally saw markets climb, Friday and Monday brought consecutive losses of more than 1%.This lackluster performance in the latter half of December has caused the S&P 500 to tumble from its position as the best-performing index this century to fifth place in terms of annual returns.Goldman Sachs trader and Managing Director Nelson Armbrust outlined several bearish factors in a report on Monday. He emphasized that his top trading recommendation was to “buy put spreads to approximate Tuesday's hedged portfolio length.”Gamma VolatilityOn Tuesday, a significant number

Buffett's VeriSign Investment Signals Value PotentialAccording to the latest filings disclosed by the SEC, Warren Buffett’s Berkshire Hathaway has recently increased its investment in the internet domain registration company $威瑞信(VRSN)$ Over the past week, Berkshire spent an additional $28.55 million across three trading days to further increase its holdings in the company. Berkshire now owns approximately 13.7% of VeriSign, with a total market value close to $2.7 billion. This latest purchase added 143,424 shares to Berkshire’s position in the company.This isn’t the first time Berkshire has made significant purchases of VeriSign stock. Since December 20, Berkshire has been steadily acquiring shares. According to Form 4 filings submitted to the SE

Quantum Computing: The Wave of Future TechnologyEarlier this month, Google unveiled the Willow quantum chip, a groundbreaking innovation that achieves exponential error reduction as the number of qubits increases. Astonishingly, this chip can solve problems in just five minutes that would take a supercomputer approximately 10 quintillion years to resolve.Following this announcement, Alphabet, Google's parent company, saw a stock price surge, sparking a rally in quantum computing-related stocks.Bloomberg Intelligence analyst Athanasios Psarofagis noted, "Quantum computing is experiencing a moment similar to last year's AI boom. Many quantum stocks are not widely held in ETFs, making QTUM the only pure play option." Psarofagis anticipates a wave of quantum-focused ETFs to apply for listing s

MSTR’s Recent DevelopmentsOn Monday, Microstrategy ( $MicroStrategy(MSTR)$ ), a company nominally a software manufacturer but effectively a leveraged Bitcoin investor, successfully met all the criteria to be included in the Nasdaq 100 Index. This development sent shockwaves through the global capital markets, particularly among investors tracking the Nasdaq Index, as they are now compelled to allocate to this highly controversial Bitcoin asset.Michael Saylor, the co-founder and executive chairman of Microstrategy, has even grander ambitions. He predicts that by 2025, the company’s assets could reach $50 billion, opening the door to inclusion in the S&P 500 Index. Saylor stated that if Bitcoin rises another 20%, the company’s annual investment

“Be fearful when others are greedy, and greedy when others are fearful.” Warren Buffett’s timeless investment mantra has proven true once again. Last week, during a three-day sharp decline in the U.S. stock market, Buffett’s Berkshire Hathaway seized the opportunity to acquire shares in multiple companies, investing a total of over $560 million.Buffett’s Latest MovesAccording to regulatory filings, Berkshire Hathaway increased its holdings in the following companies during last week’s Tuesday to Thursday trading sessions:Occidental Petroleum (OXY): Added 8.9 million shares worth approximately $405 million.Sirius XM: Added 5 million shares worth approximately $113 million.VeriSign: Added 234,000 shares worth approximately $45 million.These companies have faced significant challenges recentl

The VIX Index, officially known as the Chicago Board Options Exchange Volatility Index, is calculated using the prices of near-term and next-month options with expiration dates ranging from 23 to 37 days. It measures the expected 30-day annualized volatility of the S&P 500 Index.Simply put, the VIX measures the implied volatility of the S&P 500 Index. A higher VIX value indicates greater expected market volatility. Given the importance of the S&P 500 Index, the VIX is often referred to as the "fear gauge" of the market, signaling potential risks.The "Rule of 16" for VolatilityInvestors can trade VIX futures and options directly. Despite its popularity, many investors do not fully understand how the VIX measures option volatility, its implications, and how to estimate its most a

On Wednesday, the Federal Reserve lowered the federal funds rate target range by 25 basis points to 4.25%-4.50%. This marks the third consecutive rate cut following the initiation of an easing cycle in September. After a cumulative hike of 525 basis points from March 2022 to July last year, the Fed has now cut rates by a total of 100 basis points over these three instances.Since U.S. President Donald Trump secured his second term, Tesla has been riding a wave of positive sentiment, with its stock price surging over 90%. On Tuesday, Tesla closed at an all-time high for the fifth consecutive trading day, gaining 3.64% to finish at $479.86.However, on Wednesday, Tesla’s stock price dropped over 8% at market open, wiping out $131.5 billion in market value (approximately ¥962.5 billion). By the

Starting a Rate-Cut Cycle: Strategies for a Steady Long Position in U.S. TreasuriesDespite a strong economy, bond investors are steering clear of long-term Treasuries as the Federal Reserve begins cutting interest rates.In the traditional stock and bond markets, recent performance has been lackluster compared to the more attractive returns in cryptocurrencies like Bitcoin. For instance, the Dow Jones has posted seven consecutive losing sessions, and U.S. Treasuries experienced a five-day losing streak last week.The 10-year U.S. Treasury yield rose sharply for five consecutive days last week, cooling off some of the post-election stock market rally. Yields surged by 24 basis points—the largest weekly gain this year—without discouraging speculative activity.The poor performance in traditiona

On Wednesday, Tesla ($TSLA) surged 5.93%, reaching a new all-time high and topping the U.S. stock market with a trading volume of $42.676 billion. CEO Elon Musk became the first person in the world to achieve a net worth exceeding $400 billion, marking a significant milestone as the world’s richest individual.Key Catalysts Driving Tesla’s PerformanceSpaceX Internal Stock Sale: An internal stock transaction at SpaceX contributed significantly to Musk’s net worth, increasing it by approximately $50 billion, pushing his total to $439.2 billion.Tesla’s Cybertruck Potential Entry into China: Tesla’s Cybertruck was recently listed on China’s Ministry of Industry and Information Technology (MIIT) energy consumption query website. Although passing the energy consumption declaration is just one of

Over the past week, traders have accumulated large amounts of call options on leveraged ETFs tracking Chinese indices. Following China's signals of increased economic support next year, stock prices soared, yielding unrealized gains of over $130 million.Option Buying Spree on Leveraged ETFsThe focus has been on two ETFs: Direxion Daily CSI 300 China A Bull 2x Shares (CHAU) and Direxion Daily FTSE China Bull 3x Shares (YINN). These ETFs, with a combined market cap of around $2.5 billion, trail larger funds like iShares China Large-Cap ETF (FXI), which boasts an $8 billion market cap.From November 29 to last Friday, traders purchased nearly 180,000 call options on YINN with a strike price of $27 expiring in January 2026, at an average cost of $9.35 per share. On December 2, traders bought ap