This article serves as a supplemental analysis to the previous piece, "Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility," focusing specifically on the potential short-term fluctuations in FIG's stock price due to upcoming lock-up expirations and market dynamics. While Figma's Q3 earnings report was positive, the impending lock-up period expirations could indeed trigger significant stock price volatility over the next few weeks to a month, particularly in the current market environment, where insider and early investor selling pressure should not be underestimated. Below, I'll combine the latest data and analysis to share my independent judgment. Lock-Up Period Details and Potential Impact Based on reliable sources, Figma's IPO lock-up period is primarily 180 days, startin

Figma Inc. $Figma(FIG)$ , the collaborative design software powerhouse, delivered its Q3 2025 earnings report on November 5, 2025, showcasing resilient growth in a competitive market. The results, which highlighted the impact of AI integrations on customer acquisition and retention, come on the heels of a challenging Q2 where the stock faced significant pressure following its July 2025 IPO. As of after-hours trading on November 5, shares climbed 6.7% to $47, signalling investor approval of the beat-and-raise quarter. In this analysis, we'll break down the key metrics, compare them to Q2, examine the stock's trajectory, and provide an independent assessment of Figma's trajectory. Q3 2025 Highlights: Beating Expectations with AI Momentum Figma report

In the dynamic arena of financial technology, where digital disruption meets the unyielding currents of market sentiment, SoFi Technologies ( $SoFi Technologies Inc.(SOFI)$ ) continues to carve a path of innovation. Released on October 28, 2025, amid the shadow of an impending Federal Reserve decision, the company's Q3 earnings report reveals not just numbers, but a narrative of resilience and evolution. Yet, as shares dipped to $29.48—a 1.57% decline from Monday's close—the market's response prompts a timeless investor's reflection: In the pursuit of growth, does short-term volatility obscure long-term vision? This analysis explores SoFi's latest milestones, deciphers the price dynamics, and projects forward, blending data with insights to illumi

“The AI Capex Paradox: Will Google’s $90B Bet Pay Off Tomorrow?” Executive Summary Alphabet reports Q3 2025 earnings after market close on Wednesday, October 29. With shares at $269.93 (Monday close) and trading near all-time highs, the bar is high. Base Case (65% probability): Beat & Raise on Cloud and AI momentum Stock Target: $285–$295 (+6–9%) within 72 hours Bull Case (20%): Cloud >$15B, AI revenue >$3B, capex guided down Target: $305+ (+13%) Bear Case (15%): Cloud margin compression, AI ROI scrutiny, capex up again Target: $245–$255 (-6 to -9%) The Core Thesis: Alphabet Is Not Just an Ad Company Anymore — But It Still Is Let’s be clear: ~78% of revenue still comes from advertising. But the growth engine has shifted. Insight: Cloud will grow 3.3x faster than ads. This is no l

Bitcoin dominance at 57.6% | TOTAL3 holding its 4-year uptrend | Liquidity rally in motion — structural cracks remain The Recovery Is Real — But It’s Not What It Seems As of October 24, 2025, the cryptocurrency market has staged a visible rebound from its historic $20 billion liquidation event two weeks ago. Bitcoin has reclaimed $110,200, the total market cap sits above $3.5 trillion, and institutional inflows have poured in at a record pace. On the surface, the worst is over. But this is not a demand-driven recovery. It is a liquidity-fueled, macro-supported bounce in a market still nursing deep structural wounds. I. The Evidence of Recovery Institutional money is real: $1.8B into BTC ETFs in 10 days (BlackRock: $900M+) China’s ¥212.5B stimulus rippling into risk assets 99% odds of Fed r

As an investor, predicting the market or stock prices is unrealistic and meaningless, but for such an interesting topic, it is still meaningful to do some basic data research. Ultimately, speculation cannot be used as a basis for investment and has no guiding significance for real-world decisions. This analysis explores the recent performance gap between NVIDIA ( $NVIDIA(NVDA)$ ) and Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) as of October 2025, delving into financials, partnerships, competitive dynamics, and market sentiment to understand why NVIDIA's growth has trailed despite its AI dominance. NVIDIA AMD Current Stock Prices and Recent Performance As of October 22, 2025 (market open, Easte

On August 5, 2025, Upstart Holdings, Inc. ( $Upstart Holdings, Inc.(UPST)$ ) released a second-quarter financial report that, on its surface, appeared to be a resounding success, marking a powerful return to growth and profitability. The company surpassed consensus analyst expectations on virtually every key metric, from triple-digit revenue growth and a dramatic swing to GAAP profitability to a surge in loan origination volume. Yet, in the subsequent trading session on August 6, 2025, the company's stock plummeted by over 18%. This report provides an exhaustive analysis of this paradoxical market reaction, delving into the nuances of the financial results, forward-looking guidance, and the broader strategic and competitive landscape to explain th

The pronounced, week-long decline in NuScale Power $NuScale Power(SMR)$ stock price following its second-quarter 2025 earnings report was not a simple case of profit-taking. It was a multifaceted market repricing event triggered by a confluence of negative catalysts that collectively punctured the stock's high-growth narrative. The primary drivers of the sell-off were threefold: first, a significant miss on both revenue and EPS that directly challenged the market's optimistic assumptions about the company's near-term commercial ramp. Second, a substantial technical and psychological overhang was created by the potential for large-scale share sales from key strategic partner Fluor Corporation, a development that raised questions about insider confid