This coming week of 14 October 2025 will be exciting, with almost all the major U.S. banks expected to surpass their Q3 earnings estimates. $Citigroup(C)$ is my top pick, with its exposure to emerging markets and strong loan growth contributing to its positive outlook. It has shown resilience despite the challenges posed by the global economic environment. The bank’s ability to adapt to changing market conditions and maintain robust financial health is a significant advantage. Monitor these banks’ reports closely to gain insights for investing in banking stocks. Thanks @Tiger_Earnings @TigerStars

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🌟🌟🌟When the Big Banks speak, the market listens .  Next week when the Big Banks report their Q3 25 earnings, they will reveal how credit is flowing , whether consumers are cracking and whether dealmaking is alive or in life support. With the US government shutdown in its 2nd week , there will not be any CPI , no job reports as the shutdown has silenced the usual guides. Big Banks will become the proxy for economic health , market resilience and investor mood .  Their earnings will either anchor the market or amplify the tremor. I believe that $JPMorgan Chase(JPM)$ will do well as it has a diversified business model across consumer , commercial and investment banking. Being the largest of the Big Banks , JPMorgan will set the tone for th

Earnings Calendar (24Jun24) In the coming week, these are the earnings of interest: FedEx, Carnival, Micron, Nike and Jefferies. Let us look at the earnings of FedEx in detail. FedEx price has been ranging recently with a 1-year target estimate of $308.67. The 52-week range is between 224.69 to 291.27. The share price has gained 9.18% from a year ago. Observations: FedEx's revenue grew from $45.5 billion in 2014 to $90.1 billion in 2023 The operating profit grew from $3.8 billion in 2014 to $5.3 billion in 2023 FedEx’s EPS has almost doubled from $7.48 in 2014 to $15.48 in 2023. Dividend per share has grown from $0.60 in 2014 to $4.60 in 2023. For the coming earnings call, FedEx has a forecast of $5.34 and $22.05 billion for the EPS and revenue respectively. The EPS has been tren

Earnings Calendar (17Jun24) The interesting earnings for the coming week are Accenture, Jabil and FactSet. Let us look at FactSet. Who is Factset (taken from QuickFS)? FactSet Research Systems Inc., a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut. Investing re

Earnings Calendar (27 May 2024) There are a few earnings of interest in the coming week that include UI Path, Salesforce, Costco, HP and Dell. Let us look at Salesforce in detail. Observations of recent performances: The revenue of Salesforce grew from $5.3 billion in 2015 to $34.8 billion in FY2024. Gross profit has grown from $4 billion in 2015 to over $26 billion in FY2024. Operating profit started with a loss of $148 million in 2015. In the latest it reached a record profit of $5.9 billion in FY2024. Earnings per share has exploded to an all-time high of $4.20 in FY2024. The price-earning ratio P/E stands at 65.4. Investing has a “Strong Sell” rating. The stock price rose 29.72% from a year ago. For the coming earnings, Salesforce has a forecast of 2.37 and $9.15B for its EPS

$(NVDA)$   **Nvidia: A Earnings-Week Price Prediction** As we stand on the cusp of one of the most anticipated earnings releases this week, all eyes are on Nvidia. This titan of technology, driven by the inexorable march of Artificial Intelligence (AI), is a company poised to dominate the future. Nvidia's leadership in AI chip design is uncontested, and it is expected to hold this position long before any other competitors catch up. Many are expecting Nvidia to deliver a stellar earnings report. I, too, share this expectation, yet there's an uneasy feeling about the forward guidance. Here are three reasons supporting this perspective: 1. **S&P 500 Technical Analysis** The S&P 500 is nearing the resistan

Earnings Calendar (20 May 2024) In the coming week, there are a few earnings of personal interest: Nvidia, Alibaba and Lowe’s. Let us look at Lowe’s recent performance Who is Lowe’s Lowe's Companies, Inc., together with its subsidiaries, operates as a home improvement retailer in the United States. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. It also provides home improvement products, such as appliances, seasonal and outdoor living, lawn and garden, lumber, kitchens and bath, tools, paint, millwork, hardware, flooring, rough plumbing, building materials, décor, and electrical. In addition, the company offers installation services through independent contractors in various product categories; and extended protection plans and repa

$SMH 20250117 245.0 CALL$  

$ARM Holdings Ltd (ARM)$ shares pulled back nearly 10% in late trading on Wednesday even as the British chip design firm offered up fiscal fourth-quarter results and guidance that topped expectations. Last September, its IPO'd in what could be considered the most hyped IPO in recent years.Q4 Earnings ReviewRevenue increased by 47% YoY to $928 million, with license revenue surging 60% to $414 million and royalty revenue growing 37% to $514 million. Chips shipped total of 7 billion.Adjusted EPS $0.36, beating the consensus estimate of $0.30 per share.Guidance for FY2025 Q1, Adjusted EPS between $0.32 and $0.36, revenue projected between $875 million and $925 million, slightly below consensus.Guidance for FY2025 full fiscal year, Adjus

$Grab Holdings(GRAB)$  I've spoken positively about Grab in the past, but I think it's time to cash in. I don't see Grab positioning for growth. And with their recent activities, it feels like there's still a focus on profitability > growth. thats not the investment narrative we first subscribed to when investing. I think it's time to take my money elsewhere. As a hedge, I've also bought $GRAB 20240621 3.5 CALL$ at a relatively low cost. In the event earnings do support the growth narrative, I'll still be able to buy back a stake at the current price :)