One-sentence Review of a Company's Earnings

2023-12-14

Adobe guidance miss? Or just an opportunity to buy

$Adobe(ADBE)$ tumbled 7% after hours due to the earnings. The conservative guidance for the FY2024, as well as the impact of an ongoing communication into its subscription business from FTC, made investors frightened.Is that a worry, or a dip to buy?Earnings Review23FYQ4 performance still slightly exceeded expectations. Revenue reached $5.05 billion, a 12% YoY increase, slightly surpassing the market's expectation of $5.02 billion. Digital media revenue grew by 13% YoY, reaching $3.72 billion, while creative revenue was $3 billion, and document revenue increased by 16% YoY to $721 million.ARR (Annual Recurring Revenue) for digital media was $569 million, bringing Adobe's total net new ARR in that business area to $15.17 billion. Creative ARR incre

Adobe guidance miss? Or just an opportunity to buy

Kannan

01-23

ASML $$$🚀🚀🚀🚀

JacksNiffler

2023-11-28

ROKU's surge may imply M&A opportunity!

Yesterday, $iRobot Corp.(IRBT)$ experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and $Amazon.com(AMZN)$ has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, $Roku Inc(ROKU)$ rose by 7.2% yesterday, leading the growth of the second-tie

ROKU's surge may imply M&A opportunity!

JacksNiffler

2023-11-30

Weak guidance+Strong demand, CRWD still surges

$CrowdStrike Holdings, Inc.(CRWD)$ surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the $Amazon.com(AMZN)$ AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr

Weak guidance+Strong demand, CRWD still surges

JacksNiffler

2023-11-30

Is SNOW still growth stock?

$Snowflake(SNOW)$ surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f

Is SNOW still growth stock?

labide

01-15

Coo[What] [What] [What] hope market will be better

JacksNiffler

2023-12-08

Why investors feel indifferent about AVGO Q4 Earnings

$Broadcom(AVGO)$ fell about 3% in after-hours trading on Thursday, just after announcing its Q4 earnings following the completion of its acquisition of $VMware(VMW)$ . Although the earnings exceeded expectations and the guidance for the next fiscal year was strong, there was no upward momentum.In terms of Q4 earnings, total revenue was $9.3 billion, higher than the market's expected $9.28 billion. Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli

Why investors feel indifferent about AVGO Q4 Earnings

MaverickWealthBuilder

2023-12-12

Why Oracle is still Not Cheap

$Oracle(ORCL)$ fell nearly 9% after its 24FYQ2 fiscal report on Monday after market close.The main reason for the decline was underperformance: Q2 revenue was $12.9 billion, with a YoY growth rate of only 5.4%, and lower than the market's expected $13.05 billion. Earnings per share were $1.34, slightly higher than the market's average expectation of $1.32.Total cloud revenue was $4.8 billion, with a growth rate of 1.6%, while the market expected $4.86 billion.Remaining performance obligations were $65 billion, with a YoY increase of 6.2%, exceeding annual revenue.However, the market was not satisfied with these results because the growth rate of the cloud business was already set very low and still fell short of expectations, considering the signi

Why Oracle is still Not Cheap

HJ NORSEHAN

2023-12-03

1. Enter into "Setting > App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as "Ⅱ.xxx" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.

Anthony CY Tan

2023-11-29

Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in profitability and liquidity, and a manageable expected potential risks.

Michane

2023-12-04

GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)

BBC King

2023-11-29

I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.

BBC King

2023-11-29

I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.

Michane

2023-12-04

My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign, hit me baby one more time!

Alex Puffin On Two Smokes

2023-12-06

Madluvyz

2023-11-26

Good outlook, Poor effect on the market.

Helen helen

2023-11-30

😊😊😊😊😊😊😊😊😊

Helen helen

2023-11-30

.😊😊😊😊😊😊😊

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Or just an opportunity to buy","htmlText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> tumbled 7% after hours due to the earnings. The conservative guidance for the FY2024, as well as the impact of an ongoing communication into its subscription business from FTC, made investors frightened.Is that a worry, or a dip to buy?Earnings Review23FYQ4 performance still slightly exceeded expectations. Revenue reached $5.05 billion, a 12% YoY increase, slightly surpassing the market's expectation of $5.02 billion. Digital media revenue grew by 13% YoY, reaching $3.72 billion, while creative revenue was $3 billion, and document revenue increased by 16% YoY to $721 million.ARR (Annual Recurring Revenue) for digital media was $569 million, bringing Adobe's total net new ARR in that business area to $15.17 billion. Creative ARR incre","listText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> tumbled 7% after hours due to the earnings. 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Although the earnings exceeded expectations and the guidance for the next fiscal year was strong, there was no upward momentum.In terms of Q4 earnings, total revenue was $9.3 billion, higher than the market's expected $9.28 billion. Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> fell about 3% in after-hours trading on Thursday, just after announcing its Q4 earnings following the completion of its acquisition of <a href=\"https://ttm.financial/S/VMW\">$VMware(VMW)$</a> . 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Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli","images":[{"img":"https://community-static.tradeup.com/news/d8adfa8d0089d841dfbc43571ab4f99b","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/249734722080840","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274783097893","authorId":"3479274783097893","name":"OYoung","avatar":"https://static.laohu8.com/picture120","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274783097893","authorIdStr":"3479274783097893"},"content":"The acquisition of VMWARE was completely beyond my expectations","text":"The acquisition of VMWARE was completely beyond my expectations","html":"The acquisition of VMWARE was completely beyond my expectations"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":249117305188616,"gmtCreate":1701851740513,"gmtModify":1701851744939,"author":{"id":"4136520445389312","authorId":"4136520445389312","name":"Alex Puffin On Two Smokes","avatar":"https://community-static.tradeup.com/news/02a5c7550b4b282dc538c7ff633227a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136520445389312","authorIdStr":"4136520445389312"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[{"img":"https://community-static.tradeup.com/news/b3de838d55a9eae3e769c14d04f1ed7a","width":"1440","height":"1845"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249117305188616","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":248176064376896,"gmtCreate":1701627771600,"gmtModify":1701627776558,"author":{"id":"4091891386414570","authorId":"4091891386414570","name":"Michane","avatar":"https://static.tigerbbs.com/e34d5ed60a80aa56ff9a8771c943602c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091891386414570","authorIdStr":"4091891386414570"},"themes":[],"htmlText":"GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)","listText":"GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)","text":"GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/248176064376896","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248173401018632,"gmtCreate":1701627134084,"gmtModify":1701653386606,"author":{"id":"4091891386414570","authorId":"4091891386414570","name":"Michane","avatar":"https://static.tigerbbs.com/e34d5ed60a80aa56ff9a8771c943602c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091891386414570","authorIdStr":"4091891386414570"},"themes":[],"htmlText":"My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign,&nbsp;hit me baby one more time!","listText":"My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign,&nbsp;hit me baby one more time!","text":"My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign, hit me baby one more time!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248173401018632","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247989847363712,"gmtCreate":1701582492065,"gmtModify":1701582495928,"author":{"id":"4163483359308532","authorId":"4163483359308532","name":"HJ NORSEHAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163483359308532","authorIdStr":"4163483359308532"},"themes":[],"htmlText":"1. Enter into \"Setting &gt; App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as \"Ⅱ.xxx\" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.","listText":"1. Enter into \"Setting &gt; App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as \"Ⅱ.xxx\" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.","text":"1. Enter into \"Setting > App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as \"Ⅱ.xxx\" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247989847363712","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247025900859472,"gmtCreate":1701347127723,"gmtModify":1701347132788,"author":{"id":"4112699301593212","authorId":"4112699301593212","name":"Helen helen","avatar":"https://community-static.tradeup.com/news/d96ee1373f219e9266b1c38041569752","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112699301593212","authorIdStr":"4112699301593212"},"themes":[],"htmlText":"😊😊😊😊😊😊😊😊😊","listText":"😊😊😊😊😊😊😊😊😊","text":"😊😊😊😊😊😊😊😊😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247025900859472","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247025865715792,"gmtCreate":1701347119143,"gmtModify":1701347124274,"author":{"id":"4112699301593212","authorId":"4112699301593212","name":"Helen helen","avatar":"https://community-static.tradeup.com/news/d96ee1373f219e9266b1c38041569752","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112699301593212","authorIdStr":"4112699301593212"},"themes":[],"htmlText":".😊😊😊😊😊😊😊","listText":".😊😊😊😊😊😊😊","text":".😊😊😊😊😊😊😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247025865715792","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246955570028776,"gmtCreate":1701329055594,"gmtModify":1701329066871,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Weak guidance+Strong demand, CRWD still surges","htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr","text":"$CrowdStrike Holdings, Inc.(CRWD)$ surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the $Amazon.com(AMZN)$ AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr","images":[{"img":"https://community-static.tradeup.com/news/1786cb64bdb9a832886c62f8ee45a522","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":315,"commentSize":6,"repostSize":20,"link":"https://ttm.financial/post/246955570028776","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140639729904082","authorId":"4140639729904082","name":"aad042","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4140639729904082","authorIdStr":"4140639729904082"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":246951182356712,"gmtCreate":1701327984385,"gmtModify":1701327995737,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Is SNOW still growth stock?","htmlText":"<a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f","listText":"<a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f","text":"$Snowflake(SNOW)$ surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f","images":[{"img":"https://static.tigerbbs.com/700e2a7a16794293fd49ca526ad7c1ee","width":"1762","height":"700"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":154,"commentSize":5,"repostSize":10,"link":"https://ttm.financial/post/246951182356712","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274795215146","authorId":"3479274795215146","name":"zippyzo","avatar":"https://static.tigerbbs.com/d5282e1a2285ddef754d3dcfe04f936e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274795215146","authorIdStr":"3479274795215146"},"content":"I really like investing in the cloud computing field, thanks for sharing","text":"I really like investing in the cloud computing field, thanks for sharing","html":"I really like investing in the cloud computing field, thanks for sharing"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":246560305168600,"gmtCreate":1701216805220,"gmtModify":1701223576224,"author":{"id":"3576560322315262","authorId":"3576560322315262","name":"BBC King","avatar":"https://community-static.tradeup.com/news/bf9b2a6d11b2dbefa013d524af88bba2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576560322315262","authorIdStr":"3576560322315262"},"themes":[],"htmlText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","listText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","text":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246560305168600","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246560706023488,"gmtCreate":1701216786203,"gmtModify":1701223568306,"author":{"id":"3576560322315262","authorId":"3576560322315262","name":"BBC King","avatar":"https://community-static.tradeup.com/news/bf9b2a6d11b2dbefa013d524af88bba2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576560322315262","authorIdStr":"3576560322315262"},"themes":[],"htmlText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","listText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","text":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246560706023488","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246459740160064,"gmtCreate":1701192136334,"gmtModify":1701192141158,"author":{"id":"4134022564552722","authorId":"4134022564552722","name":"Anthony CY Tan","avatar":"https://community-static.tradeup.com/news/4452a602cac8709197acb2d3e986bd09","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4134022564552722","authorIdStr":"4134022564552722"},"themes":[],"htmlText":"Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in&nbsp;profitability and liquidity, and a manageable expected potential risks.","listText":"Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in&nbsp;profitability and liquidity, and a manageable expected potential risks.","text":"Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in profitability and liquidity, and a manageable expected potential risks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246459740160064","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246230262636664,"gmtCreate":1701151845016,"gmtModify":1701151855587,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"ROKU's surge may imply M&A opportunity!","htmlText":"Yesterday, <a href=\"https://ttm.financial/S/IRBT\">$iRobot Corp.(IRBT)$</a> experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> rose by 7.2% yesterday, leading the growth of the second-tie","listText":"Yesterday, <a href=\"https://ttm.financial/S/IRBT\">$iRobot Corp.(IRBT)$</a> experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> rose by 7.2% yesterday, leading the growth of the second-tie","text":"Yesterday, $iRobot Corp.(IRBT)$ experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and $Amazon.com(AMZN)$ has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, $Roku Inc(ROKU)$ rose by 7.2% yesterday, leading the growth of the second-tie","images":[{"img":"https://static.tigerbbs.com/645c265b6cd43275b18e98d562c68e0a","width":"1770","height":"703"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246230262636664","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":245714162872328,"gmtCreate":1701012706234,"gmtModify":1701012710618,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"Madluvyz","avatar":"https://community-static.tradeup.com/news/30392e519fed686f03cdeb66fffae1d6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569739151630202","authorIdStr":"3569739151630202"},"themes":[],"htmlText":"Good outlook, Poor effect on the market.","listText":"Good outlook, Poor effect on the market.","text":"Good outlook, Poor effect on the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245714162872328","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244379564236896,"gmtCreate":1700687084742,"gmtModify":1700687088838,"author":{"id":"4136520445389312","authorId":"4136520445389312","name":"Alex Puffin On Two Smokes","avatar":"https://community-static.tradeup.com/news/02a5c7550b4b282dc538c7ff633227a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136520445389312","authorIdStr":"4136520445389312"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>i recently sold all my Apple stock to have capital for investing in Tesla I believe tesla is in another buy in dip.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>i recently sold all my Apple stock to have capital for investing in Tesla I believe tesla is in another buy in dip.","text":"$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ i recently sold all my Apple stock to have capital for investing in Tesla I believe tesla is in another buy in dip.","images":[{"img":"https://community-static.tradeup.com/news/81a84371b18f06ca3d0118eb0da0433b","width":"1208","height":"1876"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244379564236896","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":251940480725032,"gmtCreate":1702540475456,"gmtModify":1702541599103,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Adobe guidance miss? Or just an opportunity to buy","htmlText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> tumbled 7% after hours due to the earnings. The conservative guidance for the FY2024, as well as the impact of an ongoing communication into its subscription business from FTC, made investors frightened.Is that a worry, or a dip to buy?Earnings Review23FYQ4 performance still slightly exceeded expectations. Revenue reached $5.05 billion, a 12% YoY increase, slightly surpassing the market's expectation of $5.02 billion. Digital media revenue grew by 13% YoY, reaching $3.72 billion, while creative revenue was $3 billion, and document revenue increased by 16% YoY to $721 million.ARR (Annual Recurring Revenue) for digital media was $569 million, bringing Adobe's total net new ARR in that business area to $15.17 billion. Creative ARR incre","listText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> tumbled 7% after hours due to the earnings. The conservative guidance for the FY2024, as well as the impact of an ongoing communication into its subscription business from FTC, made investors frightened.Is that a worry, or a dip to buy?Earnings Review23FYQ4 performance still slightly exceeded expectations. Revenue reached $5.05 billion, a 12% YoY increase, slightly surpassing the market's expectation of $5.02 billion. Digital media revenue grew by 13% YoY, reaching $3.72 billion, while creative revenue was $3 billion, and document revenue increased by 16% YoY to $721 million.ARR (Annual Recurring Revenue) for digital media was $569 million, bringing Adobe's total net new ARR in that business area to $15.17 billion. Creative ARR incre","text":"$Adobe(ADBE)$ tumbled 7% after hours due to the earnings. The conservative guidance for the FY2024, as well as the impact of an ongoing communication into its subscription business from FTC, made investors frightened.Is that a worry, or a dip to buy?Earnings Review23FYQ4 performance still slightly exceeded expectations. Revenue reached $5.05 billion, a 12% YoY increase, slightly surpassing the market's expectation of $5.02 billion. Digital media revenue grew by 13% YoY, reaching $3.72 billion, while creative revenue was $3 billion, and document revenue increased by 16% YoY to $721 million.ARR (Annual Recurring Revenue) for digital media was $569 million, bringing Adobe's total net new ARR in that business area to $15.17 billion. Creative ARR incre","images":[{"img":"https://static.tigerbbs.com/b5e8f12ec5c6cb1336cdd1ba54c3f926","width":"752","height":"452"},{"img":"https://static.tigerbbs.com/a46923e88cca6b2cd39f11575f182e6a","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/5ccd01f610292cd5631f864c16716bde","width":"675","height":"595"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":387,"commentSize":1,"repostSize":37,"link":"https://ttm.financial/post/251940480725032","isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":266165469036848,"gmtCreate":1706002404427,"gmtModify":1706002408479,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"htmlText":"ASML $$$🚀🚀🚀🚀","listText":"ASML $$$🚀🚀🚀🚀","text":"ASML $$$🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266165469036848","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246230262636664,"gmtCreate":1701151845016,"gmtModify":1701151855587,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"ROKU's surge may imply M&A opportunity!","htmlText":"Yesterday, <a href=\"https://ttm.financial/S/IRBT\">$iRobot Corp.(IRBT)$</a> experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> rose by 7.2% yesterday, leading the growth of the second-tie","listText":"Yesterday, <a href=\"https://ttm.financial/S/IRBT\">$iRobot Corp.(IRBT)$</a> experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> rose by 7.2% yesterday, leading the growth of the second-tie","text":"Yesterday, $iRobot Corp.(IRBT)$ experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and $Amazon.com(AMZN)$ has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, $Roku Inc(ROKU)$ rose by 7.2% yesterday, leading the growth of the second-tie","images":[{"img":"https://static.tigerbbs.com/645c265b6cd43275b18e98d562c68e0a","width":"1770","height":"703"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246230262636664","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":246955570028776,"gmtCreate":1701329055594,"gmtModify":1701329066871,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Weak guidance+Strong demand, CRWD still surges","htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr","text":"$CrowdStrike Holdings, Inc.(CRWD)$ surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the $Amazon.com(AMZN)$ AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr","images":[{"img":"https://community-static.tradeup.com/news/1786cb64bdb9a832886c62f8ee45a522","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":315,"commentSize":6,"repostSize":20,"link":"https://ttm.financial/post/246955570028776","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140639729904082","authorId":"4140639729904082","name":"aad042","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4140639729904082","authorIdStr":"4140639729904082"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":246951182356712,"gmtCreate":1701327984385,"gmtModify":1701327995737,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Is SNOW still growth stock?","htmlText":"<a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f","listText":"<a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f","text":"$Snowflake(SNOW)$ surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f","images":[{"img":"https://static.tigerbbs.com/700e2a7a16794293fd49ca526ad7c1ee","width":"1762","height":"700"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":154,"commentSize":5,"repostSize":10,"link":"https://ttm.financial/post/246951182356712","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274795215146","authorId":"3479274795215146","name":"zippyzo","avatar":"https://static.tigerbbs.com/d5282e1a2285ddef754d3dcfe04f936e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274795215146","authorIdStr":"3479274795215146"},"content":"I really like investing in the cloud computing field, thanks for sharing","text":"I really like investing in the cloud computing field, thanks for sharing","html":"I really like investing in the cloud computing field, thanks for sharing"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":263046750032008,"gmtCreate":1705254592969,"gmtModify":1705254597185,"author":{"id":"3576717801191675","authorId":"3576717801191675","name":"labide","avatar":"https://static.tigerbbs.com/367084595c376dc0587e9cbcd9735b48","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576717801191675","authorIdStr":"3576717801191675"},"themes":[],"htmlText":"Coo[What]&nbsp;[What]&nbsp;[What]&nbsp;&nbsp;hope market will be better&nbsp;","listText":"Coo[What]&nbsp;[What]&nbsp;[What]&nbsp;&nbsp;hope market will be better&nbsp;","text":"Coo[What] [What] [What] hope market will be better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263046750032008","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249734722080840,"gmtCreate":1702001994429,"gmtModify":1702002004697,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113023309293912","authorIdStr":"4113023309293912"},"themes":[],"title":"Why investors feel indifferent about AVGO Q4 Earnings","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> fell about 3% in after-hours trading on Thursday, just after announcing its Q4 earnings following the completion of its acquisition of <a href=\"https://ttm.financial/S/VMW\">$VMware(VMW)$</a> . Although the earnings exceeded expectations and the guidance for the next fiscal year was strong, there was no upward momentum.In terms of Q4 earnings, total revenue was $9.3 billion, higher than the market's expected $9.28 billion. Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> fell about 3% in after-hours trading on Thursday, just after announcing its Q4 earnings following the completion of its acquisition of <a href=\"https://ttm.financial/S/VMW\">$VMware(VMW)$</a> . Although the earnings exceeded expectations and the guidance for the next fiscal year was strong, there was no upward momentum.In terms of Q4 earnings, total revenue was $9.3 billion, higher than the market's expected $9.28 billion. Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli","text":"$Broadcom(AVGO)$ fell about 3% in after-hours trading on Thursday, just after announcing its Q4 earnings following the completion of its acquisition of $VMware(VMW)$ . Although the earnings exceeded expectations and the guidance for the next fiscal year was strong, there was no upward momentum.In terms of Q4 earnings, total revenue was $9.3 billion, higher than the market's expected $9.28 billion. Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli","images":[{"img":"https://community-static.tradeup.com/news/d8adfa8d0089d841dfbc43571ab4f99b","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/249734722080840","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274783097893","authorId":"3479274783097893","name":"OYoung","avatar":"https://static.laohu8.com/picture120","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274783097893","authorIdStr":"3479274783097893"},"content":"The acquisition of VMWARE was completely beyond my expectations","text":"The acquisition of VMWARE was completely beyond my expectations","html":"The acquisition of VMWARE was completely beyond my expectations"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":251256110297088,"gmtCreate":1702349966290,"gmtModify":1702349976292,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Why Oracle is still Not Cheap","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> fell nearly 9% after its 24FYQ2 fiscal report on Monday after market close.The main reason for the decline was underperformance: Q2 revenue was $12.9 billion, with a YoY growth rate of only 5.4%, and lower than the market's expected $13.05 billion. Earnings per share were $1.34, slightly higher than the market's average expectation of $1.32.Total cloud revenue was $4.8 billion, with a growth rate of 1.6%, while the market expected $4.86 billion.Remaining performance obligations were $65 billion, with a YoY increase of 6.2%, exceeding annual revenue.However, the market was not satisfied with these results because the growth rate of the cloud business was already set very low and still fell short of expectations, considering the signi","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> fell nearly 9% after its 24FYQ2 fiscal report on Monday after market close.The main reason for the decline was underperformance: Q2 revenue was $12.9 billion, with a YoY growth rate of only 5.4%, and lower than the market's expected $13.05 billion. Earnings per share were $1.34, slightly higher than the market's average expectation of $1.32.Total cloud revenue was $4.8 billion, with a growth rate of 1.6%, while the market expected $4.86 billion.Remaining performance obligations were $65 billion, with a YoY increase of 6.2%, exceeding annual revenue.However, the market was not satisfied with these results because the growth rate of the cloud business was already set very low and still fell short of expectations, considering the signi","text":"$Oracle(ORCL)$ fell nearly 9% after its 24FYQ2 fiscal report on Monday after market close.The main reason for the decline was underperformance: Q2 revenue was $12.9 billion, with a YoY growth rate of only 5.4%, and lower than the market's expected $13.05 billion. Earnings per share were $1.34, slightly higher than the market's average expectation of $1.32.Total cloud revenue was $4.8 billion, with a growth rate of 1.6%, while the market expected $4.86 billion.Remaining performance obligations were $65 billion, with a YoY increase of 6.2%, exceeding annual revenue.However, the market was not satisfied with these results because the growth rate of the cloud business was already set very low and still fell short of expectations, considering the signi","images":[{"img":"https://static.tigerbbs.com/f93efc65e5de2e31253a904d4f48a3b1","width":"1764","height":"703"},{"img":"https://static.tigerbbs.com/e7eb465825d79440f73e06f732e16537","width":"868","height":"516"},{"img":"https://static.tigerbbs.com/5562d9f46074f0cdeeab9b09f2ccfd49","width":"869","height":"516"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/251256110297088","isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":247989847363712,"gmtCreate":1701582492065,"gmtModify":1701582495928,"author":{"id":"4163483359308532","authorId":"4163483359308532","name":"HJ NORSEHAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163483359308532","authorIdStr":"4163483359308532"},"themes":[],"htmlText":"1. Enter into \"Setting &gt; App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as \"Ⅱ.xxx\" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.","listText":"1. Enter into \"Setting &gt; App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as \"Ⅱ.xxx\" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.","text":"1. Enter into \"Setting > App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as \"Ⅱ.xxx\" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247989847363712","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246459740160064,"gmtCreate":1701192136334,"gmtModify":1701192141158,"author":{"id":"4134022564552722","authorId":"4134022564552722","name":"Anthony CY Tan","avatar":"https://community-static.tradeup.com/news/4452a602cac8709197acb2d3e986bd09","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4134022564552722","authorIdStr":"4134022564552722"},"themes":[],"htmlText":"Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in&nbsp;profitability and liquidity, and a manageable expected potential risks.","listText":"Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in&nbsp;profitability and liquidity, and a manageable expected potential risks.","text":"Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in profitability and liquidity, and a manageable expected potential risks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246459740160064","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248176064376896,"gmtCreate":1701627771600,"gmtModify":1701627776558,"author":{"id":"4091891386414570","authorId":"4091891386414570","name":"Michane","avatar":"https://static.tigerbbs.com/e34d5ed60a80aa56ff9a8771c943602c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091891386414570","authorIdStr":"4091891386414570"},"themes":[],"htmlText":"GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)","listText":"GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)","text":"GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/248176064376896","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246560706023488,"gmtCreate":1701216786203,"gmtModify":1701223568306,"author":{"id":"3576560322315262","authorId":"3576560322315262","name":"BBC King","avatar":"https://community-static.tradeup.com/news/bf9b2a6d11b2dbefa013d524af88bba2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576560322315262","authorIdStr":"3576560322315262"},"themes":[],"htmlText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","listText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","text":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246560706023488","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246560305168600,"gmtCreate":1701216805220,"gmtModify":1701223576224,"author":{"id":"3576560322315262","authorId":"3576560322315262","name":"BBC King","avatar":"https://community-static.tradeup.com/news/bf9b2a6d11b2dbefa013d524af88bba2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576560322315262","authorIdStr":"3576560322315262"},"themes":[],"htmlText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","listText":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","text":"I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246560305168600","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248173401018632,"gmtCreate":1701627134084,"gmtModify":1701653386606,"author":{"id":"4091891386414570","authorId":"4091891386414570","name":"Michane","avatar":"https://static.tigerbbs.com/e34d5ed60a80aa56ff9a8771c943602c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091891386414570","authorIdStr":"4091891386414570"},"themes":[],"htmlText":"My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign,&nbsp;hit me baby one more time!","listText":"My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign,&nbsp;hit me baby one more time!","text":"My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign, hit me baby one more time!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248173401018632","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249117305188616,"gmtCreate":1701851740513,"gmtModify":1701851744939,"author":{"id":"4136520445389312","authorId":"4136520445389312","name":"Alex Puffin On Two Smokes","avatar":"https://community-static.tradeup.com/news/02a5c7550b4b282dc538c7ff633227a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136520445389312","authorIdStr":"4136520445389312"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[{"img":"https://community-static.tradeup.com/news/b3de838d55a9eae3e769c14d04f1ed7a","width":"1440","height":"1845"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249117305188616","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":245714162872328,"gmtCreate":1701012706234,"gmtModify":1701012710618,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"Madluvyz","avatar":"https://community-static.tradeup.com/news/30392e519fed686f03cdeb66fffae1d6","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569739151630202","authorIdStr":"3569739151630202"},"themes":[],"htmlText":"Good 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