$Snowflake(SNOW)$ surged 20% after hours after it beat market expectations and lifted guidance in Q3 FY2025.Ever since Warren Buffett's $Berkshire Hathaway(BRK.B)$ liquidated its position in SNOW in Q2, it has been on a path back up.Financials vs. market expectationsQ3 revenue was $942 million, up 28.3% year-over-year and significantly ahead of market expectations of $898 million.Non-GAAP EPS was $0.20, again beating market expectations of $0.15.Business Performance by SegmentProduct Revenue: Third quarter product revenue reached $900.0 million, an increase of 29% year-over-year, exceeding market estimates of $856.6 million and reflecting Snowflake's success in product expansion and customer attraction.R

$NVIDIA Corp(NVDA)$ reported its fiscal 2025 third quarter results on November 20, 2024 after the bell.Results for the period continued to grow strongly, and continued the momentum of previous quarters, reaching $2 billion (2B) over what the market had been expecting (Consensus), with data centers accounting for nearly 90% of the $30 billion in revenue, and proving that the demand for AI arithmetic remains strong.But the market is more concerned about the next quarter's guidance.Revenue guidance of $37.5 billion (up or down 2%) was slightly ahead of market expectations of $37.1 billion, falling short of the "huge expectations" of "over $2 billion", while gross margin guidance was flat at 73%, driven byBlackwell volume production drive, and some in

$KUAISHOU-W(01024)$ announced its Q3 2024 results, which in total reflected Fastwitch's strong performance in user growth, advertising revenue and e-commerce business, with revenue up 11.4% year-on-year to CNY31.1 billion and adjusted net profit up 24.4% year-on-year to CNY3.9 billion, which exceeded the market's expectations.Financial Data and Market ExpectationsAccording to the earnings report released by Racer, the key financial data for the third quarter of 2024 are as follows:Total revenue: 31.1 billion yuan, up 11.4% year-over-yearAdjusted net profit: 3.9 billion yuan, up 24.4% year-on-yearTotal e-commerce turnover (GMV): 334.2 billion yuanThe market generally expected Racer's revenue growth to be around 10% and net profit growth to be arou

$Wal-Mart(WMT)$ reported Q3 2024 earnings, which beat market expectations and remained strong.And it raised its full-year revenue guidance for the third time, confident in its growth momentum for the upcoming holiday shopping season.Financial data and market expectationsOn the revenue front, total revenue was up 5.5% year-over-year to $169.588 billion, beating analysts' expectations of $167.49 billion, with net sales up 5.4% to $168.003 billion.Others, such as membership fees, were up 16%.In terms of profit, Q3 operating profit was US$6,708 million, an increase of 9.8% year-on-year, which was higher than the revenue growth rate, indicating that the overall business mix has improved, while the business efficiency has increased and good profitability

Xiaomi Group has just announced its Q3'24 financial results, and overall the company performed well in several business areas, realizing significant growth and also exceeding market expectations.And the margins also have more room to grow in the future after efficiency improvements in the automotive business.A higher valuation is expected to be supported if the IoT and automotive businesses continue to gain momentum and the internet services business also picks up further.Performance and ExpectationsAccording to the financial data released by Xiaomi Group, the key financial indicators for 3Q2024 are as follows:Revenue of 92.51 billion yuan, up 30.5% year-on-year, exceeding market expectations of 90.28 billion yuan.Operating profit of 18.88 billion yuan, up 17.2% year-on-yearAdjusted net pr

Big-Tech’s PerformanceThis week, the U.S. stock market saw-sawed against the "Trump 2.0" era, with digital currency concepts in particular, fluctuating wildly up and down.Technology companies also began to experience a lot of early expectations, including Tesla once surged to $340, once again among the U.S. stock "Top 6", and Nvidia is also hovering in the former high.At the same time, the U.S. dollar $Invesco DB US Dollar Index Bullish Fund(UUP)$ again extreme strength, non-U.S. currencies fell across the board, but also responded to the rise of risk aversion, the current market on the re-emergence of inflation, the suspension of interest rate cuts, the growing concern.By the close of trading on November 15, the big tech companies were mixed over

On November 14, $Walt Disney(DIS)$ reported its fiscal 2024 fourth quarter financial results, which exceeded market expectations overall and is gradually regaining growth momentum after a challenging period.Financial performance vs. expectationsSpecific financials are as follows:Total revenue: $22.57 billion, up 6% year-over-year, beating estimates of $22.35 billion;Adjusted EPS: $1.14, beating estimates of $1.10;Streaming business: revenue up 15 percent to $5.78 billion, operating profit of $321 millionMotion Picture: Earnings of $316 million, a turnaround from a year ago.Guidance: Adjusted EPS is expected to grow in the "high single digits" in 2025, beating market expectations of 4%, and earnings growth should reach double digits in 2026 and cont

As one of the more "resilient" Chinese stocks in this rally, $Bilibili Inc.(BILI)$ has naturally attracted investors with a greater appetite for risk, and the market's expectations for the company's performance were quite full, leading to strong trading.However, on November 14th after the announcement of Q3 results, the company fell 12.6%, to some extent, is the early pricing of funds due to high expectations, at the same time, the market on the uncertainty of future performance, the company continued to maintain high growth is still a concern.Investors are generally concerned about management's articulation of its future growth strategy in the conference call, and how it will respond to the increasingly competitive market.Really, from a performan

$Cisco(CSCO)$ reported FY25 Q1 results after the U.S. stock market closed on Nov. 13, and while overall revenue was down year-over-year, it was still better than the market's expectations, driven primarily by AI demand.However, optimism about order growth was less than market expectations, so the company's 2025 guidance was revised up in time, still slightly below market expectations.CSCO was down 3% at one point after hours.Earnings Overview.Revenue of $13.84 billion in Q1 of FY25 ended October 26 was down about 6% year-over-year, slightly above market expectations of $13.77 billion, but an improvement from the 10% decline in the previous quarter.Excluding Splunk orders, product orders grew only 9% year-over-year.Earnings per share (EPS) came in

After the Hong Kong stock market closed on November 13, $TENCENT(00700)$ announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also "expected", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu

$Spotify Technology S.A.(SPOT)$ reported Q3 earnings on November 12 that showed a significant earnings beat, driving shares up nearly 7% after hours.Spotify's market performance has been steady and strong in the global music and audio streaming market.Exceeding expectations performance boosted market confidenceTotal revenues of €3.99 billion, below analysts' expectations of €4.03 billion;Earnings per share (EPS) of $1.89, in line with Wall Street expectations;Monthly Active Users (MAUs): the number of monthly active users grew 11% year-over-year to 640 million, above market expectations;Premium subscribers: the number of premium subscribers grew 12% year-over-year to 252 million, above market expectations.Q3's financial results exceeded market exp

$Sea Ltd(SE)$ released its Q2 2024 earnings before the bell on November 12, 2024 and jumped 10% on the dayOverall it was an excellent quarter of performance, with financial and operational metrics above expectations across the board, especially in the e-commerce and financial businesses.Shopee is at a critical point in its turnaround, Seamoney is making rapid progress in its BNPL business, and Garena's gaming business, while still going through a cycle, has been anticipated by the market for some time.Based on the current trend of margins (5% operating profit), the company is expected to achieve to reach a stable level of profitability sooner than expected, and with the PE expected to be under 30x in 2026, it has to be said that investor optimism is

$Grab Holdings(GRAB)$ managed to turn a profit in the third quarter of 2024, which was reported on November 11, and jumped more than 12% after the earnings report.An overview of the financialsRevenue: Q3 revenue was $716 million, up 17% year-over-year and 20% on a constant currency basis, beating expectations of $699 million; on-demand gross transaction value GMV reached $4,659 million, up 15% year-over-year and 18% on a constant currency basis.On the profit side, a turnaround was achieved with a profit of $15 million, a significant improvement from a loss of $99 million in the same period last year; adjusted EBITDA was $90 million, up 224% year-over-year.Operating cash flow was $338 million, up 5% year-over-year.Adjusted free cash flow was $138 m

$Lemonade, Inc.(LMND)$ jumped 20% yesterday, and as a company in the same industry as Warren Buffett's $Berkshire Hathaway(BRK.A)$ , its volatility has been highlighted, and the stock has been on a roller coaster ride since its IPO.However, after the recent release of its results, its bottom features are also visible, with a series of positive growth metrics allowing investors to trade on its ongoing positive expectations as well.Q3 performancePremium growth:Compulsory premiums: Lemonade's compulsory premiums increased by 24% to $889 million, with excellent performance in attracting new customers and increasing premiums for existing customersNumber of customers: Number of customers increased by 17% to 2.

$Zeta Global Holdings Corp.(ZETA)$ beat market expectations again in Q3 2024 and was volatile after hours, jumping 20% at one point before turning lower.The company's shares have risen about 303.4% since the beginning of the year, significantly outperforming $.SPX(.SPX)$ indexFinancial OverviewRevenue: total Q3 revenue was $268.3 million, up 42% year-over-year, and up 31% excluding political candidate revenueEarnings per share (EPS): the company reported EPS of $0.16, slightly below market expectations of $0.17;Adjusted EBITDA: Adjusted EBITDA was $53.6 million, an increase of 59% year-over-year, with an adjusted EBITDA margin of 20%, up from 17.9% a year ago[1][2].Net Loss: GAAP net loss was $17.4 millio

Big-Tech’s PerformanceWith the dust settling from the election and Trump's strong return, coupled with the Republican sweep of the House and Senate, the next 4 years of policy can be implemented with great clarity.U.S. stocks did not "Sell the news", but rather the $Cboe Volatility Index(VIX)$ fell because of the uncertainty, the leading stocks in each sector are at new highs, and risky assets (e.g., digital currencies) surged because of policy expectations.and risk assets (e.g., digital currency-related) are surging on policy expectations.Among the big tech companies, Tesla gained a lot because of Musk's All-In style, breaking above the previous high, while Nvidia also defied the election volatility and made new highs to reach the top of the marke

$Airbnb, Inc.(ABNB)$ has had a great after-hours, jumping more than 9% at one point after reporting Q3 earnings as it beat expectations for the period, only to give back all of its gains and fall slightly as guidance fell short of expectations.Earnings performanceTotal revenue: $3.7 billion, up 10% year-over-year, slightly ahead of expectations;Net profit: $1.4 billion, EPS of $2.13, slightly below market expectations of $2.16.EBITDA profit: $1.958 billion, beating expectations of $1.86 billion.Total bookings: reached $20.1 billion, up 10% year-over-year, beating market expectations of $19.8 billion;Booked nights and experiences: totaled 122.8 million, up 8% year-over-year.Free cash flow: at $1.1 billion, reflecting the company's strong cash gener