$CrowdStrike Holdings, Inc.(CRWD)$ 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

$Snowflake(SNOW)$ 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

$Pinduoduo Inc.(PDD)$ released excellen Q3 earnings with super-surprising revenue and profits beats, which leading the $NASDAQ 100(NDX)$ in Oct.28th.Temu, as we know the subsidiary of PDD, now has contributed to its parent company, with excellent performance in Black Friday.TEMU has the potential to recreate $Pinduoduo Inc.(PDD)$ . In Q3, Pinduoduo’s commission income (TEMU) doubled from Q2 to 29.2 billion RMB. TEMU has the potential to recreate Pinduoduo because cross-border e-commerce is a vast and promising field. Pinduoduo’s “hardcore strength reform” has disrupted the traditional players in the industry, and the combination of blue-collar and white-collar worke

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

$Advanced Micro Devices(AMD)$ Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats. Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser] $NVIDIA Corp(NVDA)$ ?Should already be above $520 and imo will be within days, burying all the "geniuses" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the

The world is witnessing significant technological changes, and both companies are at the forefront of these changing trends. $Tesla Motors(TSLA)$ has become synonymous with the transformation of electric vehicles, although early investors have already made considerable profits, the company has not yet fully realized its potential. Meanwhile, $Coinbase Global, Inc.(COIN)$ provides investors with a promising opportunity of higher growth. Let's take a look at why $Tesla Motors(TSLA)$ and $Coinbase Global, Inc.(COIN)$ have enough room for growth. Promoting the Electricity Revolution Few other trends have

$Unity Software Inc.(U)$ experienced a more than 12% drop in after-hours trading, after its Q3 earnings.The company reported revenue of $544.2 million, which was lower than the expected $549.8 million, and a loss of 32 cents per share, compared to a loss of $1.49 per share in the same period last year. The company also declined to provide guidance. Last month, the CEO John retired, and James was appointed as interim CEO. However, since he has just taken over, he may not have had time to specify the details to recover the loss of existing customers caused by the previous management's "price increase" operation. Although the new fee policy has made some adjustments in details, developers still complain, which has put pressure on Create's short-term gro

$Roblox Corporation(RBLX)$ Q3 earning lies in the optimization of expense growth (infrastructure expenses and total employee compensation) and the fact that despite a high base, subscription revenue growth still exceeded expectations.This has given investors relatively confident guidance and expectations for sustained growth in the two areas that the market cares most about: reducing losses and future growth.Even though the current valuation is not cheap, during the year-end window of liquidity relief and driven by market sentiment, Roblox's growth story (advertising, VR/console games) has begun to unfold along the neutral to optimistic scenario assumptions.Additionally, due to Roblox's strong seasonality, short-term performance fluctuations can b