Voon Li Ching personal page - To The Moon

Voon Li Ching

Voon Li Ching

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05-01

Great article, would you like to share it?

@Tiger_comments:Big Tech Divorce: GOOG New High, Meta Slide! How Do Banks View Post-Earnings?

04-11

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@JC888:NBIS vs CRWV - The Fight Goes On !

02-13

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@JC888:XLV - Answer to Volatile US Market & Strong Jobs?

02-05

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@Tiger_comments:Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?

2025-07-07

$Chagee Holdings Limited(CHA)$ sold all units, enough to buy Chagee drinks for a week 😆

2025-06-05

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@orsiri:Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?

2025-05-27

$Futu Holdings Limited(FUTU)$

2025-05-27

FUTU has achieved fantastic earning performance FY 2024!

@nerdbull1669:Futu Holdings (FUTU) Earnings To Show Results From Its Clear Strategy Of Aggressive Growth And Product Diversification

2025-05-26

AMD Share Price was undervalued!

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Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559266824557176","repostId":"559165763809720","repostType":1,"repost":{"id":559165763809720,"gmtCreate":1777547791059,"gmtModify":1777617600062,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Big Tech Divorce: GOOG New High, Meta Slide! How Do Banks View Post-Earnings?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","text":"$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","images":[{"img":"https://community-static.tradeup.com/news/157d2bac94a2d65b4bbdcb3f6ad0feb5"},{"img":"https://community-static.tradeup.com/news/874730463c3fcdd87b882c291a386fe7"},{"img":"https://community-static.tradeup.com/news/747e1ace1cbed19bfe26e90179ad59f0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559165763809720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552361931609096,"gmtCreate":1775864890105,"gmtModify":1775864893648,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552361931609096","repostId":"552051505496560","repostType":1,"repost":{"id":552051505496560,"gmtCreate":1775789320176,"gmtModify":1775890200336,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NBIS vs CRWV - The Fight Goes On !","htmlText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","listText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","text":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<","images":[{"img":"https://community-static.tradeup.com/news/31abb9bd2c50d7d708bc6167ef0c0146","width":"545","height":"313"},{"img":"https://community-static.tradeup.com/news/f1311d5566b8bcccc607fd7ecf7c9ef7","width":"1022","height":"369"},{"img":"https://community-static.tradeup.com/news/3e44d7e1dd83e489ddce9702ea9b9ef3","width":"552","height":"109"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552051505496560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532372620326232,"gmtCreate":1770995493620,"gmtModify":1770995496040,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532372620326232","repostId":"532220514599640","repostType":1,"repost":{"id":532220514599640,"gmtCreate":1770958325700,"gmtModify":1771030800540,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"XLV - Answer to Volatile US Market & Strong Jobs?","htmlText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","listText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","text":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","images":[{"img":"https://community-static.tradeup.com/news/3bae6b9271132f7727c9842b85363afa","width":"895","height":"324"},{"img":"https://community-static.tradeup.com/news/29712b8c85dda90fd73b7ed7bbe33cc8","width":"1067","height":"609"},{"img":"https://community-static.tradeup.com/news/9e4615da0f80724a1bd522548c1e5272","width":"710","height":"211"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532220514599640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529237969179184,"gmtCreate":1770230700183,"gmtModify":1770230704114,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529237969179184","repostId":"529169361367688","repostType":1,"repost":{"id":529169361367688,"gmtCreate":1770222807187,"gmtModify":1770243002279,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?","htmlText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","listText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","text":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","images":[{"img":"https://community-static.tradeup.com/news/7db2cf48d91a1bf9bbc11aa0cb3adfa2"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529169361367688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454106385314408,"gmtCreate":1751896310616,"gmtModify":1751896314484,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","listText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","text":"$Chagee Holdings Limited(CHA)$ sold all units, enough to buy Chagee drinks for a week 😆","images":[{"img":"https://community-static.tradeup.com/news/b73d91b2cab43b08f603f714724282e3","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/454106385314408","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":442779440005160,"gmtCreate":1749113323865,"gmtModify":1749114540481,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442779440005160","repostId":"442625758359848","repostType":1,"repost":{"id":442625758359848,"gmtCreate":1749085229992,"gmtModify":1749119402492,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125570196865622","idStr":"4125570196865622"},"themes":[],"title":"Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?","htmlText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","listText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","text":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? $NVIDIA(NVDA)$ has done it again—zipped past $Microsoft(MSFT)$ to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","images":[{"img":"https://community-static.tradeup.com/news/00186d06650243dc7e78d4ea629b4f55","width":"1800","height":"1800"},{"img":"https://community-static.tradeup.com/news/984a5f913d6f78cfc9e1693bdf1293b0","width":"2500","height":"1542"},{"img":"https://community-static.tradeup.com/news/71eea083cfc3b1c60f926247ceade5bf","width":"1800","height":"1800"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442625758359848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439562212880696,"gmtCreate":1748343670630,"gmtModify":1748352265182,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Futu Holdings Limited(FUTU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439562212880696","isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439561824993896,"gmtCreate":1748343653787,"gmtModify":1748352136513,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"FUTU has achieved fantastic earning performance FY 2024! &nbsp;","listText":"FUTU has achieved fantastic earning performance FY 2024! &nbsp;","text":"FUTU has achieved fantastic earning performance FY 2024!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439561824993896","repostId":"439018479075744","repostType":1,"repost":{"id":439018479075744,"gmtCreate":1748220557574,"gmtModify":1748223724331,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Futu Holdings (FUTU) Earnings To Show Results From Its Clear Strategy Of Aggressive Growth And Product Diversification","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a> is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News &amp; Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a> is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News &amp; Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","text":"$Futu Holdings Limited(FUTU)$ is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News & Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","images":[{"img":"https://community-static.tradeup.com/news/1b4a00ab9950611e06e57f1bbeefcc07","width":"440","height":"365"},{"img":"https://community-static.tradeup.com/news/4934fa9bd9ad8fcdb478b75d52a8a2fd","width":"442","height":"367"},{"img":"https://community-static.tradeup.com/news/179cdd55507f55403b604eede00ec786","width":"442","height":"604"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439018479075744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439234593759504,"gmtCreate":1748253504017,"gmtModify":1748254164358,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"AMD Share Price was undervalued!","listText":"AMD Share Price was undervalued!","text":"AMD Share Price was undervalued!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439234593759504","repostId":"2537138402","repostType":4,"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":454106385314408,"gmtCreate":1751896310616,"gmtModify":1751896314484,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","listText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","text":"$Chagee Holdings Limited(CHA)$ sold all units, enough to buy Chagee drinks for a week 😆","images":[{"img":"https://community-static.tradeup.com/news/b73d91b2cab43b08f603f714724282e3","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/454106385314408","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":559266824557176,"gmtCreate":1777571545138,"gmtModify":1777571547330,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559266824557176","repostId":"559165763809720","repostType":1,"repost":{"id":559165763809720,"gmtCreate":1777547791059,"gmtModify":1777617600062,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Big Tech Divorce: GOOG New High, Meta Slide! How Do Banks View Post-Earnings?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","text":"$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","images":[{"img":"https://community-static.tradeup.com/news/157d2bac94a2d65b4bbdcb3f6ad0feb5"},{"img":"https://community-static.tradeup.com/news/874730463c3fcdd87b882c291a386fe7"},{"img":"https://community-static.tradeup.com/news/747e1ace1cbed19bfe26e90179ad59f0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559165763809720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552361931609096,"gmtCreate":1775864890105,"gmtModify":1775864893648,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552361931609096","repostId":"552051505496560","repostType":1,"repost":{"id":552051505496560,"gmtCreate":1775789320176,"gmtModify":1775890200336,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NBIS vs CRWV - The Fight Goes On !","htmlText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","listText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","text":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<","images":[{"img":"https://community-static.tradeup.com/news/31abb9bd2c50d7d708bc6167ef0c0146","width":"545","height":"313"},{"img":"https://community-static.tradeup.com/news/f1311d5566b8bcccc607fd7ecf7c9ef7","width":"1022","height":"369"},{"img":"https://community-static.tradeup.com/news/3e44d7e1dd83e489ddce9702ea9b9ef3","width":"552","height":"109"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552051505496560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532372620326232,"gmtCreate":1770995493620,"gmtModify":1770995496040,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532372620326232","repostId":"532220514599640","repostType":1,"repost":{"id":532220514599640,"gmtCreate":1770958325700,"gmtModify":1771030800540,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"XLV - Answer to Volatile US Market & Strong Jobs?","htmlText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","listText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","text":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","images":[{"img":"https://community-static.tradeup.com/news/3bae6b9271132f7727c9842b85363afa","width":"895","height":"324"},{"img":"https://community-static.tradeup.com/news/29712b8c85dda90fd73b7ed7bbe33cc8","width":"1067","height":"609"},{"img":"https://community-static.tradeup.com/news/9e4615da0f80724a1bd522548c1e5272","width":"710","height":"211"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532220514599640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529237969179184,"gmtCreate":1770230700183,"gmtModify":1770230704114,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529237969179184","repostId":"529169361367688","repostType":1,"repost":{"id":529169361367688,"gmtCreate":1770222807187,"gmtModify":1770243002279,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?","htmlText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","listText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","text":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","images":[{"img":"https://community-static.tradeup.com/news/7db2cf48d91a1bf9bbc11aa0cb3adfa2"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529169361367688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442779440005160,"gmtCreate":1749113323865,"gmtModify":1749114540481,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442779440005160","repostId":"442625758359848","repostType":1,"repost":{"id":442625758359848,"gmtCreate":1749085229992,"gmtModify":1749119402492,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125570196865622","idStr":"4125570196865622"},"themes":[],"title":"Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?","htmlText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","listText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","text":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? $NVIDIA(NVDA)$ has done it again—zipped past $Microsoft(MSFT)$ to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","images":[{"img":"https://community-static.tradeup.com/news/00186d06650243dc7e78d4ea629b4f55","width":"1800","height":"1800"},{"img":"https://community-static.tradeup.com/news/984a5f913d6f78cfc9e1693bdf1293b0","width":"2500","height":"1542"},{"img":"https://community-static.tradeup.com/news/71eea083cfc3b1c60f926247ceade5bf","width":"1800","height":"1800"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442625758359848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439562212880696,"gmtCreate":1748343670630,"gmtModify":1748352265182,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Futu Holdings Limited(FUTU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439562212880696","isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439561824993896,"gmtCreate":1748343653787,"gmtModify":1748352136513,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"FUTU has achieved fantastic earning performance FY 2024! &nbsp;","listText":"FUTU has achieved fantastic earning performance FY 2024! &nbsp;","text":"FUTU has achieved fantastic earning performance FY 2024!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439561824993896","repostId":"439018479075744","repostType":1,"repost":{"id":439018479075744,"gmtCreate":1748220557574,"gmtModify":1748223724331,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Futu Holdings (FUTU) Earnings To Show Results From Its Clear Strategy Of Aggressive Growth And Product Diversification","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a> is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News &amp; Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a> is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News &amp; Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","text":"$Futu Holdings Limited(FUTU)$ is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News & Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","images":[{"img":"https://community-static.tradeup.com/news/1b4a00ab9950611e06e57f1bbeefcc07","width":"440","height":"365"},{"img":"https://community-static.tradeup.com/news/4934fa9bd9ad8fcdb478b75d52a8a2fd","width":"442","height":"367"},{"img":"https://community-static.tradeup.com/news/179cdd55507f55403b604eede00ec786","width":"442","height":"604"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439018479075744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439234593759504,"gmtCreate":1748253504017,"gmtModify":1748254164358,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"AMD Share Price was undervalued!","listText":"AMD Share Price was undervalued!","text":"AMD Share Price was undervalued!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439234593759504","repostId":"2537138402","repostType":4,"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}