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Analysts forecast its total revenue will hit RMB 342.10 billion in Q2 2026, with adjusted EPS at RMB 5.4. <a target=\"_blank\" href=\"https://ttm.financial/S/JD\">$京东(JD)$</a> In terms of valuation, JD’s current price-to-earnings ratio stands at 20.54, staying flat with little fluctuation over recent years. Breaking down JD’s revenue mix, its business is split into two core segments: product sales and service offerings, with vastly different performance trends. Weak consumer demand for electronics and home appliances has dragged down product sales. Analysts expect this category’s Q2 revenue to drop 14.66% year-on-year, pulling overall net product revenue down 7.58% from last year. On the service side, high-margin busine","listText":"JD will release its Q2 earnings report before market open this Thursday. Analysts forecast its total revenue will hit RMB 342.10 billion in Q2 2026, with adjusted EPS at RMB 5.4. <a target=\"_blank\" href=\"https://ttm.financial/S/JD\">$京东(JD)$</a> In terms of valuation, JD’s current price-to-earnings ratio stands at 20.54, staying flat with little fluctuation over recent years. Breaking down JD’s revenue mix, its business is split into two core segments: product sales and service offerings, with vastly different performance trends. Weak consumer demand for electronics and home appliances has dragged down product sales. Analysts expect this category’s Q2 revenue to drop 14.66% year-on-year, pulling overall net product revenue down 7.58% from last year. On the service side, high-margin busine","text":"JD will release its Q2 earnings report before market open this Thursday. Analysts forecast its total revenue will hit RMB 342.10 billion in Q2 2026, with adjusted EPS at RMB 5.4. $京东(JD)$ In terms of valuation, JD’s current price-to-earnings ratio stands at 20.54, staying flat with little fluctuation over recent years. Breaking down JD’s revenue mix, its business is split into two core segments: product sales and service offerings, with vastly different performance trends. Weak consumer demand for electronics and home appliances has dragged down product sales. Analysts expect this category’s Q2 revenue to drop 14.66% year-on-year, pulling overall net product revenue down 7.58% from last year. On the service side, high-margin busine","images":[{"img":"https://community-static.tradeup.com/news/6f251be232eb709af44b4ad3cee7b0c8","width":"1887","height":"642"},{"img":"https://community-static.tradeup.com/news/946e086eab1b541b903a0af0e9ae23b0","width":"1523","height":"692"},{"img":"https://community-static.tradeup.com/news/c8cddec3370c4bbbee4d4943c51d4242","width":"1878","height":"802"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":33,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/595744970994720","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":595679941645744,"gmtCreate":1786426389599,"gmtModify":1786448517833,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Tencent Earnings Preview: Can AI Newcomer WorkBuddy Become the Next Growth Engine?","htmlText":"Tencent will release its Q2 earnings report before the U.S. market opens on Wednesday. According to analyst forecasts, Tencent’s revenue for the second quarter of 2026 is expected to reach ￥202.843 billion, representing a 12.7% year-over-year increase, while adjusted earnings per share (EPS) is projected at ￥7.464. <a target=\"_blank\" href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> In terms of valuation, Tencent’s current price-to-earnings ratio stands at 16.95, placing it at a relatively low level compared with the past five years. In terms of revenue breakdown, Tencent’s business mainly consists of four key segments: Value-Added Services, Games (including domestic games, international games, and social networks), Marketing Services, and FinTech & Business Services. Value-Add","listText":"Tencent will release its Q2 earnings report before the U.S. market opens on Wednesday. According to analyst forecasts, Tencent’s revenue for the second quarter of 2026 is expected to reach ￥202.843 billion, representing a 12.7% year-over-year increase, while adjusted earnings per share (EPS) is projected at ￥7.464. <a target=\"_blank\" href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> In terms of valuation, Tencent’s current price-to-earnings ratio stands at 16.95, placing it at a relatively low level compared with the past five years. In terms of revenue breakdown, Tencent’s business mainly consists of four key segments: Value-Added Services, Games (including domestic games, international games, and social networks), Marketing Services, and FinTech & Business Services. Value-Add","text":"Tencent will release its Q2 earnings report before the U.S. market opens on Wednesday. According to analyst forecasts, Tencent’s revenue for the second quarter of 2026 is expected to reach ￥202.843 billion, representing a 12.7% year-over-year increase, while adjusted earnings per share (EPS) is projected at ￥7.464. $TENCENT(00700)$ In terms of valuation, Tencent’s current price-to-earnings ratio stands at 16.95, placing it at a relatively low level compared with the past five years. In terms of revenue breakdown, Tencent’s business mainly consists of four key segments: Value-Added Services, Games (including domestic games, international games, and social networks), Marketing Services, and FinTech & Business Services. Value-Add","images":[{"img":"https://community-static.tradeup.com/news/8445b8df24f34b5707c729578bb89a4d","width":"1525","height":"467"},{"img":"https://community-static.tradeup.com/news/ef0ef33dfa9c902c64829d98d0a41698","width":"1562","height":"503"},{"img":"https://community-static.tradeup.com/news/e356f1467d2f7c0e10c3b1f34deb10f1","width":"1326","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":52,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/595679941645744","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":595363370037272,"gmtCreate":1786360868503,"gmtModify":1786361240452,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"","htmlText":"CoreWeave is set to release its Q2 earnings report after the market closes this Tuesday. According to analyst forecasts, CoreWeave’s revenue for the second quarter of 2026 is expected to reach $2.563 billion, representing a 161.1% year-over-year increase, while adjusted earnings per share (EPS) is projected at -$1.199. <a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> In terms of valuation, CoreWeave’s current price-to-sales ratio stands at 7.5, placing it at a relatively low level compared with the past two years. CoreWeave revealed plans to expand its AI cloud platform partnership with IMC and signed a multi-year agreement with storage supplier Solidigm. Meanwhile, CoreWeave plans to invest billions of dollars to enter the Asian market, including the cons","listText":"CoreWeave is set to release its Q2 earnings report after the market closes this Tuesday. According to analyst forecasts, CoreWeave’s revenue for the second quarter of 2026 is expected to reach $2.563 billion, representing a 161.1% year-over-year increase, while adjusted earnings per share (EPS) is projected at -$1.199. <a target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> In terms of valuation, CoreWeave’s current price-to-sales ratio stands at 7.5, placing it at a relatively low level compared with the past two years. CoreWeave revealed plans to expand its AI cloud platform partnership with IMC and signed a multi-year agreement with storage supplier Solidigm. Meanwhile, CoreWeave plans to invest billions of dollars to enter the Asian market, including the cons","text":"CoreWeave is set to release its Q2 earnings report after the market closes this Tuesday. According to analyst forecasts, CoreWeave’s revenue for the second quarter of 2026 is expected to reach $2.563 billion, representing a 161.1% year-over-year increase, while adjusted earnings per share (EPS) is projected at -$1.199. $CoreWeave, Inc.(CRWV)$ In terms of valuation, CoreWeave’s current price-to-sales ratio stands at 7.5, placing it at a relatively low level compared with the past two years. CoreWeave revealed plans to expand its AI cloud platform partnership with IMC and signed a multi-year agreement with storage supplier Solidigm. Meanwhile, CoreWeave plans to invest billions of dollars to enter the Asian market, including the cons","images":[{"img":"https://community-static.tradeup.com/news/3fab011c7696d19695198d0a0f0d08f7","width":"1464","height":"559"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595363370037272","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":593587599955048,"gmtCreate":1785915542653,"gmtModify":1785915853341,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"SanDisk Q4 Earnings Preview: Can Its Q4 Results Prove Growth Momentum and Stabilize the Stock Price?","htmlText":"SanDisk is set to release its FY26 Q4 earnings report after the market closes today. According to analyst estimates, the company’s revenue for FY26 Q4 is expected to reach $8.637 billion, with adjusted EPS projected at $34.369. From a valuation perspective, SanDisk’s current price-to-book (P/B) ratio stands at 15.34x, placing it at a relatively high level compared with the past two years. By end market, SanDisk’s revenue is primarily derived from three segments: Datacenter, Edge, and Consumer. While edge remains its largest revenue contributor, the datacenter segment is experiencing the strongest growth, with revenue expected to surge 1133.8% year over year in Q4 FY2026. From a regional breakdown perspective, Asia remains SanDisk’s largest revenue market and continues to maintain strong gr","listText":"SanDisk is set to release its FY26 Q4 earnings report after the market closes today. According to analyst estimates, the company’s revenue for FY26 Q4 is expected to reach $8.637 billion, with adjusted EPS projected at $34.369. From a valuation perspective, SanDisk’s current price-to-book (P/B) ratio stands at 15.34x, placing it at a relatively high level compared with the past two years. By end market, SanDisk’s revenue is primarily derived from three segments: Datacenter, Edge, and Consumer. While edge remains its largest revenue contributor, the datacenter segment is experiencing the strongest growth, with revenue expected to surge 1133.8% year over year in Q4 FY2026. From a regional breakdown perspective, Asia remains SanDisk’s largest revenue market and continues to maintain strong gr","text":"SanDisk is set to release its FY26 Q4 earnings report after the market closes today. According to analyst estimates, the company’s revenue for FY26 Q4 is expected to reach $8.637 billion, with adjusted EPS projected at $34.369. From a valuation perspective, SanDisk’s current price-to-book (P/B) ratio stands at 15.34x, placing it at a relatively high level compared with the past two years. By end market, SanDisk’s revenue is primarily derived from three segments: Datacenter, Edge, and Consumer. While edge remains its largest revenue contributor, the datacenter segment is experiencing the strongest growth, with revenue expected to surge 1133.8% year over year in Q4 FY2026. From a regional breakdown perspective, Asia remains SanDisk’s largest revenue market and continues to maintain strong gr","images":[{"img":"https://community-static.tradeup.com/news/d2c00d959dffc59e7b992653b017e184","width":"1558","height":"390"},{"img":"https://community-static.tradeup.com/news/2fc0e1e77edcc2f8ddf1fe61f2993db2","width":"1559","height":"674"},{"img":"https://community-static.tradeup.com/news/13d1e0c672ead68b68ec4d8af7e1e047","width":"1054","height":"558"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593587599955048","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":593293123413072,"gmtCreate":1785843647990,"gmtModify":1785844672574,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"SpaceX Q2 Earnings Preview: Can AI Become the Next Growth Engine?","htmlText":"SpaceX is set to release its Q2 earnings report after the market closes today. According to analyst forecasts, SpaceX’s revenue for the second quarter of 2026 is expected to reach $6.81 billion, with adjusted earnings per share projected at $-0.236. <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> In terms of valuation, SpaceX’s current Price-to-Sales Ratio ratio stands at 80.6. SpaceX’s revenue is primarily composed of three segments: Space, Connectivity, and AI. Among these, connectivity is expected to remain the largest revenue contributor in Q2, while AI is projected to overtake it in Q3. Analysts estimate that by 2030, SpaceX’s AI business could generate more than $20 billion in operating profit, while its Connectivity business could exceed $15 billion in oper","listText":"SpaceX is set to release its Q2 earnings report after the market closes today. According to analyst forecasts, SpaceX’s revenue for the second quarter of 2026 is expected to reach $6.81 billion, with adjusted earnings per share projected at $-0.236. <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> In terms of valuation, SpaceX’s current Price-to-Sales Ratio ratio stands at 80.6. SpaceX’s revenue is primarily composed of three segments: Space, Connectivity, and AI. Among these, connectivity is expected to remain the largest revenue contributor in Q2, while AI is projected to overtake it in Q3. Analysts estimate that by 2030, SpaceX’s AI business could generate more than $20 billion in operating profit, while its Connectivity business could exceed $15 billion in oper","text":"SpaceX is set to release its Q2 earnings report after the market closes today. According to analyst forecasts, SpaceX’s revenue for the second quarter of 2026 is expected to reach $6.81 billion, with adjusted earnings per share projected at $-0.236. $SpaceX(SPCX)$ In terms of valuation, SpaceX’s current Price-to-Sales Ratio ratio stands at 80.6. SpaceX’s revenue is primarily composed of three segments: Space, Connectivity, and AI. Among these, connectivity is expected to remain the largest revenue contributor in Q2, while AI is projected to overtake it in Q3. Analysts estimate that by 2030, SpaceX’s AI business could generate more than $20 billion in operating profit, while its Connectivity business could exceed $15 billion in oper","images":[{"img":"https://community-static.tradeup.com/news/fbc29a047938942301ef4d6d9690635d","width":"1555","height":"389"},{"img":"https://community-static.tradeup.com/news/2f0537a62c641a6df19a0211a11b0ac3","width":"1559","height":"674"},{"img":"https://community-static.tradeup.com/news/2655fbab7a78fa180e4195577b535db2","width":"1055","height":"593"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593293123413072","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":591114670347824,"gmtCreate":1785311911612,"gmtModify":1785319255781,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Amazon Q2 Earnings Preview: AWS Drives Growth, Satellite Strategy Targets New Markets","htmlText":"Amazon is set to release its Q2 earnings report after the market closes this Thursday. According to analyst forecasts, Amazon’s revenue for the second quarter of 2026 is expected to reach $196.994 billion, with adjusted earnings per share projected at $2.299. In terms of valuation, Amazon’s current price-to-earnings ratio stands at 32.91, placing it at a relatively low level compared with the past five years. Amazon’s revenue is primarily composed of six segments: Online Stores, Physical Stores, Retail Third-Party Seller Services, Advertising Services, Retail Subscription Services, and Amazon Web Services (AWS). Among these, Online Stores, Third-Party Seller Services, and AWS are the company’s major revenue contributors. AWS revenue is expected to grow 31.34% year over year in the second q","listText":"Amazon is set to release its Q2 earnings report after the market closes this Thursday. According to analyst forecasts, Amazon’s revenue for the second quarter of 2026 is expected to reach $196.994 billion, with adjusted earnings per share projected at $2.299. In terms of valuation, Amazon’s current price-to-earnings ratio stands at 32.91, placing it at a relatively low level compared with the past five years. Amazon’s revenue is primarily composed of six segments: Online Stores, Physical Stores, Retail Third-Party Seller Services, Advertising Services, Retail Subscription Services, and Amazon Web Services (AWS). Among these, Online Stores, Third-Party Seller Services, and AWS are the company’s major revenue contributors. AWS revenue is expected to grow 31.34% year over year in the second q","text":"Amazon is set to release its Q2 earnings report after the market closes this Thursday. According to analyst forecasts, Amazon’s revenue for the second quarter of 2026 is expected to reach $196.994 billion, with adjusted earnings per share projected at $2.299. In terms of valuation, Amazon’s current price-to-earnings ratio stands at 32.91, placing it at a relatively low level compared with the past five years. Amazon’s revenue is primarily composed of six segments: Online Stores, Physical Stores, Retail Third-Party Seller Services, Advertising Services, Retail Subscription Services, and Amazon Web Services (AWS). Among these, Online Stores, Third-Party Seller Services, and AWS are the company’s major revenue contributors. AWS revenue is expected to grow 31.34% year over year in the second q","images":[{"img":"https://community-static.tradeup.com/news/d36a73eec4a3e32594bf351db127e93e","width":"1443","height":"396"},{"img":"https://community-static.tradeup.com/news/2163fe1632aa4b6e549828da4ea40715","width":"1560","height":"672"},{"img":"https://community-static.tradeup.com/news/08a28c4952fbcc7aac88ba89556c939d","width":"1062","height":"510"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591114670347824","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":591110404277808,"gmtCreate":1785310870091,"gmtModify":1785319272451,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Apple Q3 Earnings Preview: Can Growth Momentum Sustain Its $5 Trillion Valuation ?","htmlText":"Apple is set to release its Q3 FY2026 earnings report after the market closes this Thursday. According to analyst forecasts, Apple’s revenue for Q3 FY2026 is expected to reach $108.853 billion, adjusted earnings per share are projected to reach $1.886. In terms of valuation, Apple’s current price-to-earnings ratio stands at 40.74, placing it at a relatively high level compared with the past five years. Apple's revenue is primarily generated from two major business segments: Services and Products. The Products segment, which includes iPhone, iPad, Mac, and Wearables, Home & Accessories, remains the dominant contributor to revenue. Among these, iPhone continues to be Apple’s largest revenue source, with sales expected to grow 20.22% year over year in the third fiscal quarter. Notably, Ap","listText":"Apple is set to release its Q3 FY2026 earnings report after the market closes this Thursday. According to analyst forecasts, Apple’s revenue for Q3 FY2026 is expected to reach $108.853 billion, adjusted earnings per share are projected to reach $1.886. In terms of valuation, Apple’s current price-to-earnings ratio stands at 40.74, placing it at a relatively high level compared with the past five years. Apple's revenue is primarily generated from two major business segments: Services and Products. The Products segment, which includes iPhone, iPad, Mac, and Wearables, Home & Accessories, remains the dominant contributor to revenue. Among these, iPhone continues to be Apple’s largest revenue source, with sales expected to grow 20.22% year over year in the third fiscal quarter. Notably, Ap","text":"Apple is set to release its Q3 FY2026 earnings report after the market closes this Thursday. According to analyst forecasts, Apple’s revenue for Q3 FY2026 is expected to reach $108.853 billion, adjusted earnings per share are projected to reach $1.886. In terms of valuation, Apple’s current price-to-earnings ratio stands at 40.74, placing it at a relatively high level compared with the past five years. Apple's revenue is primarily generated from two major business segments: Services and Products. The Products segment, which includes iPhone, iPad, Mac, and Wearables, Home & Accessories, remains the dominant contributor to revenue. Among these, iPhone continues to be Apple’s largest revenue source, with sales expected to grow 20.22% year over year in the third fiscal quarter. Notably, Ap","images":[{"img":"https://community-static.tradeup.com/news/7f8f6fbd1f35f9dd9032a495b86452fd","width":"1558","height":"390"},{"img":"https://community-static.tradeup.com/news/41e478c30621371a308a0295c09c113b","width":"1557","height":"672"},{"img":"https://community-static.tradeup.com/news/0173e49cb5d223abb3657a19c3b15797","width":"1056","height":"478"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/591110404277808","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":590812144362600,"gmtCreate":1785237941190,"gmtModify":1785238093236,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Qualcomm's Q3 Earnings Preview:Earnings Under Pressure, but a Potential Turning Point for Handset Bu","htmlText":"Qualcomm is set to release its Q3 earnings report after the market closes this Wednesday. According to analyst forecasts, Qualcomm’s revenue in Q3 is expected to reach $9.627 billion, representing a 7.1% year-over-year decline. Adjusted earnings per share are projected to reach $2.215, down 20% year over year. In terms of valuation, Qualcomm’s current price-to-earnings ratio stands at 18.46x, which is relatively low compared with its historical levels over the past decade. Qualcomm’s revenue is primarily generated from three major business segments: CDMA technologies (QCT), including Handsets, IoT, and Automotive; Technology Licensing (QTL); and Strategic Initiatives (QSI). Among these, CDMA Technologies (QCT) is expected to remain the largest revenue contributor in the third quarter. Acco","listText":"Qualcomm is set to release its Q3 earnings report after the market closes this Wednesday. According to analyst forecasts, Qualcomm’s revenue in Q3 is expected to reach $9.627 billion, representing a 7.1% year-over-year decline. Adjusted earnings per share are projected to reach $2.215, down 20% year over year. In terms of valuation, Qualcomm’s current price-to-earnings ratio stands at 18.46x, which is relatively low compared with its historical levels over the past decade. Qualcomm’s revenue is primarily generated from three major business segments: CDMA technologies (QCT), including Handsets, IoT, and Automotive; Technology Licensing (QTL); and Strategic Initiatives (QSI). Among these, CDMA Technologies (QCT) is expected to remain the largest revenue contributor in the third quarter. Acco","text":"Qualcomm is set to release its Q3 earnings report after the market closes this Wednesday. According to analyst forecasts, Qualcomm’s revenue in Q3 is expected to reach $9.627 billion, representing a 7.1% year-over-year decline. Adjusted earnings per share are projected to reach $2.215, down 20% year over year. In terms of valuation, Qualcomm’s current price-to-earnings ratio stands at 18.46x, which is relatively low compared with its historical levels over the past decade. Qualcomm’s revenue is primarily generated from three major business segments: CDMA technologies (QCT), including Handsets, IoT, and Automotive; Technology Licensing (QTL); and Strategic Initiatives (QSI). Among these, CDMA Technologies (QCT) is expected to remain the largest revenue contributor in the third quarter. Acco","images":[{"img":"https://community-static.tradeup.com/news/3dfc64de7066046674dd41febb1975a2","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/f095705c5d9de9586e428a4ae95e7b79","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/dcefb494b1cb0721210deef77f3966f5","width":"1056","height":"509"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590812144362600","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":590779308176368,"gmtCreate":1785229829673,"gmtModify":1785230252908,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Let’s Talk About the Plunge in Chip Stocks!","htmlText":"Last night, the U.S. chip stocks plummeted: Nvidia fell 5%, losing its crown as the world’s most valuable company by market capitalization. SK hynix plunged more than 7.4%, while ASML declined over 5.8%. The panic extended into today. SK hynix and Samsung Electronics both fell more than 13%, while South Korea’s KOSPI index triggered circuit breakers multiple times. Meanwhile, NAND flash memory leader Kioxia plunged 17%, crashing nearly 60% from its recent all-time high. In Hong Kong stocks, AI large-model leader Zhipu dropped 16% today, falling from its record high of HK$2,980 to HK$1,070 in just over a month, representing a decline of approximately 64%. <a target=\"_blank\" href=\"https://ttm.financial/S/02513\">$Z.AI(02513)$</a> This sharp decline appears difficult to explain as a normal mar","listText":"Last night, the U.S. chip stocks plummeted: Nvidia fell 5%, losing its crown as the world’s most valuable company by market capitalization. SK hynix plunged more than 7.4%, while ASML declined over 5.8%. The panic extended into today. SK hynix and Samsung Electronics both fell more than 13%, while South Korea’s KOSPI index triggered circuit breakers multiple times. Meanwhile, NAND flash memory leader Kioxia plunged 17%, crashing nearly 60% from its recent all-time high. In Hong Kong stocks, AI large-model leader Zhipu dropped 16% today, falling from its record high of HK$2,980 to HK$1,070 in just over a month, representing a decline of approximately 64%. <a target=\"_blank\" href=\"https://ttm.financial/S/02513\">$Z.AI(02513)$</a> This sharp decline appears difficult to explain as a normal mar","text":"Last night, the U.S. chip stocks plummeted: Nvidia fell 5%, losing its crown as the world’s most valuable company by market capitalization. SK hynix plunged more than 7.4%, while ASML declined over 5.8%. The panic extended into today. SK hynix and Samsung Electronics both fell more than 13%, while South Korea’s KOSPI index triggered circuit breakers multiple times. Meanwhile, NAND flash memory leader Kioxia plunged 17%, crashing nearly 60% from its recent all-time high. In Hong Kong stocks, AI large-model leader Zhipu dropped 16% today, falling from its record high of HK$2,980 to HK$1,070 in just over a month, representing a decline of approximately 64%. $Z.AI(02513)$ This sharp decline appears difficult to explain as a normal mar","images":[{"img":"https://community-static.tradeup.com/news/225a827c17ab95038dc92082baf734e2","width":"1561","height":"674"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590779308176368","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":590727710725680,"gmtCreate":1785217439048,"gmtModify":1785217620141,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"As the AI Rally Cools, This Sector Is Quietly Gaining Strength","htmlText":"Over the past month, the AI sector has shown signs of a major pullback. For example: SK Hynix, the memory chip giant, has plunged 40% from its peak; ARM has fallen 43% from its highs, and Japan’s NAND flash memory leader Kioxia has dropped 55%. <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> It is worth noting that Kioxia’s market capitalization once exceeded $368.2 billion, surpassing Toyota Motor by more than $100 billion in June this year and making it the largest company by market value in Japan. However, in just one month, Kioxia’s market capitalization has evaporated by approximately $180 billion. As the AI trade cools off, another sector is quietly gaining strength, biopharmaceu","listText":"Over the past month, the AI sector has shown signs of a major pullback. For example: SK Hynix, the memory chip giant, has plunged 40% from its peak; ARM has fallen 43% from its highs, and Japan’s NAND flash memory leader Kioxia has dropped 55%. <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> It is worth noting that Kioxia’s market capitalization once exceeded $368.2 billion, surpassing Toyota Motor by more than $100 billion in June this year and making it the largest company by market value in Japan. However, in just one month, Kioxia’s market capitalization has evaporated by approximately $180 billion. As the AI trade cools off, another sector is quietly gaining strength, biopharmaceu","text":"Over the past month, the AI sector has shown signs of a major pullback. For example: SK Hynix, the memory chip giant, has plunged 40% from its peak; ARM has fallen 43% from its highs, and Japan’s NAND flash memory leader Kioxia has dropped 55%. $SK hynix(SKHY)$ $ARM Holdings(ARM)$ It is worth noting that Kioxia’s market capitalization once exceeded $368.2 billion, surpassing Toyota Motor by more than $100 billion in June this year and making it the largest company by market value in Japan. However, in just one month, Kioxia’s market capitalization has evaporated by approximately $180 billion. As the AI trade cools off, another sector is quietly gaining strength, biopharmaceu","images":[{"img":"https://community-static.tradeup.com/news/e9d55532027e7edd3dee0950b4171ea5","width":"1148","height":"-1"},{"img":"https://community-static.tradeup.com/news/0e1b125b1df02966dca097c6071a630b","width":"1126","height":"-1"},{"img":"https://community-static.tradeup.com/news/78489d49404c40275b6df4ec0990fb3c","width":"970","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/590727710725680","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":590439732311144,"gmtCreate":1785147020279,"gmtModify":1785147168522,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Microsoft’s P/E Ratio Hits a 10-Year Low: Is It Time to Buy the Dip?","htmlText":"Microsoft is set to release its Q4 FY2026 earnings report after the market closes this Wednesday. According to analyst forecasts, Microsoft’s revenue in Q4 FY2026 is expected to reach $87.724 billion, representing a 14.8% year-over-year increase. Adjusted EPS is projected to reach $4.25, up 16.4% year-over-year. In terms of valuation, Microsoft’s current price-to-earnings ratio stands at 24.12, which is relatively low compared with its levels over the past decade. Microsoft’s revenue is primarily generated from four major business segments: Productivity & Business Processes, including Office 365, LinkedIn, Dynamics, and so on; Intelligent Cloud; More Personal Computing, and Azure AI revenue. Among these, Intelligent Cloud revenue is expected to become the largest contributor to revenue","listText":"Microsoft is set to release its Q4 FY2026 earnings report after the market closes this Wednesday. According to analyst forecasts, Microsoft’s revenue in Q4 FY2026 is expected to reach $87.724 billion, representing a 14.8% year-over-year increase. Adjusted EPS is projected to reach $4.25, up 16.4% year-over-year. In terms of valuation, Microsoft’s current price-to-earnings ratio stands at 24.12, which is relatively low compared with its levels over the past decade. Microsoft’s revenue is primarily generated from four major business segments: Productivity & Business Processes, including Office 365, LinkedIn, Dynamics, and so on; Intelligent Cloud; More Personal Computing, and Azure AI revenue. Among these, Intelligent Cloud revenue is expected to become the largest contributor to revenue","text":"Microsoft is set to release its Q4 FY2026 earnings report after the market closes this Wednesday. According to analyst forecasts, Microsoft’s revenue in Q4 FY2026 is expected to reach $87.724 billion, representing a 14.8% year-over-year increase. Adjusted EPS is projected to reach $4.25, up 16.4% year-over-year. In terms of valuation, Microsoft’s current price-to-earnings ratio stands at 24.12, which is relatively low compared with its levels over the past decade. Microsoft’s revenue is primarily generated from four major business segments: Productivity & Business Processes, including Office 365, LinkedIn, Dynamics, and so on; Intelligent Cloud; More Personal Computing, and Azure AI revenue. Among these, Intelligent Cloud revenue is expected to become the largest contributor to revenue","images":[{"img":"https://community-static.tradeup.com/news/b8dbf970de8c8072be1e59106a9c0efa","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/9e1bc937fedda81e56ab3a14cb26a689","width":"1132","height":"-1"},{"img":"https://community-static.tradeup.com/news/0d9b086bcb3e989099cb284c12ca178f","width":"1055","height":"541"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590439732311144","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":589251344560344,"gmtCreate":1784891089872,"gmtModify":1784892212222,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"AMD Launches New Products with Strong Performance, Yet Its Stock Plunges — What Happened?","htmlText":"Yesterday, <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> released its latest GPU and CPU products. The company claimed that the performance exceeds <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M","listText":"Yesterday, <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> released its latest GPU and CPU products. The company claimed that the performance exceeds <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M","text":"Yesterday, $Advanced Micro Devices(AMD)$ released its latest GPU and CPU products. The company claimed that the performance exceeds $NVIDIA(NVDA)$, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M","images":[{"img":"https://community-static.tradeup.com/news/d1bcb7c10e43787e05732c923e324216","width":"1230","height":"663"},{"img":"https://community-static.tradeup.com/news/f3aa30e7239b41a4328ba52ae5e3a1f9","width":"1161","height":"711"},{"img":"https://community-static.tradeup.com/news/4dccfd526a1363c1c2520acd6866cfc6","width":"711","height":"756"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/589251344560344","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":589185701355848,"gmtCreate":1784875329924,"gmtModify":1784878569006,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"South Korean Stocks Plunge Again — Are Memory Chip Fundamentals Really Deteriorating?","htmlText":"Looking to dive deeper? Redeem The Path to a Million Dollars handbook in Tiger Coin Mall for more real investor insights and long-term investing frameworks. Redeem now: <a target=\"_blank\" href=\"https://laohu8.com/J/redeemGift?goodID=100369&type=delivery\">https://laohu8.com/J/redeemGift?goodID=100369&type=delivery</a> South Korean stocks suffered another sharp sell-off today, with the KOSPI index falling more than 5.7%. The South Korean market has gone from a historic bull market into bear market territory in just one month, with the KOSPI falling from above 9,000 points to below 7,000. Despite the market crash, the fundamentals of the memory chip industry remain intact. According to customs data, South Korea’s DRAM exports hit a record high of US$21.8 billion in June, representing","listText":"Looking to dive deeper? Redeem The Path to a Million Dollars handbook in Tiger Coin Mall for more real investor insights and long-term investing frameworks. Redeem now: <a target=\"_blank\" href=\"https://laohu8.com/J/redeemGift?goodID=100369&type=delivery\">https://laohu8.com/J/redeemGift?goodID=100369&type=delivery</a> South Korean stocks suffered another sharp sell-off today, with the KOSPI index falling more than 5.7%. The South Korean market has gone from a historic bull market into bear market territory in just one month, with the KOSPI falling from above 9,000 points to below 7,000. Despite the market crash, the fundamentals of the memory chip industry remain intact. According to customs data, South Korea’s DRAM exports hit a record high of US$21.8 billion in June, representing","text":"Looking to dive deeper? Redeem The Path to a Million Dollars handbook in Tiger Coin Mall for more real investor insights and long-term investing frameworks. Redeem now: https://laohu8.com/J/redeemGift?goodID=100369&type=delivery South Korean stocks suffered another sharp sell-off today, with the KOSPI index falling more than 5.7%. The South Korean market has gone from a historic bull market into bear market territory in just one month, with the KOSPI falling from above 9,000 points to below 7,000. Despite the market crash, the fundamentals of the memory chip industry remain intact. According to customs data, South Korea’s DRAM exports hit a record high of US$21.8 billion in June, representing","images":[{"img":"https://community-static.tradeup.com/news/252926cf2f65f5b0bc8edde5a97cc60b"},{"img":"https://community-static.tradeup.com/news/9772ed0557d3b99f730e7eba753d3d2d"},{"img":"https://community-static.tradeup.com/news/9f5851b90b9e2d7903bae38c85e54cac"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":36,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/589185701355848","isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":588837582930240,"gmtCreate":1784790338383,"gmtModify":1784790344255,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"","htmlText":"Intel is set to release its Q2 earning report after the market closes today. According to analyst forecasts, Intel’s revenue for the second quarter of 2026 is expected to reach $14.431 billion, representing a 12.2% year-over-year increase. In terms of valuation, Intel’s current P/B ratio of 4.63 is at the higher end of its five-year historical range. Intel Q2 2026 Financial data forecasts Intel 's price-to-book ratio over the past five years <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>","listText":"Intel is set to release its Q2 earning report after the market closes today. According to analyst forecasts, Intel’s revenue for the second quarter of 2026 is expected to reach $14.431 billion, representing a 12.2% year-over-year increase. In terms of valuation, Intel’s current P/B ratio of 4.63 is at the higher end of its five-year historical range. Intel Q2 2026 Financial data forecasts Intel 's price-to-book ratio over the past five years <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>","text":"Intel is set to release its Q2 earning report after the market closes today. According to analyst forecasts, Intel’s revenue for the second quarter of 2026 is expected to reach $14.431 billion, representing a 12.2% year-over-year increase. In terms of valuation, Intel’s current P/B ratio of 4.63 is at the higher end of its five-year historical range. Intel Q2 2026 Financial data forecasts Intel 's price-to-book ratio over the past five years $Intel(INTC)$","images":[{"img":"https://community-static.tradeup.com/news/244c9b0b4516dc56ed7b6ca43152662a","width":"1197","height":"440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588837582930240","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":588451873566800,"gmtCreate":1784700729808,"gmtModify":1784717967856,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"","htmlText":"I think <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> still has further room to fall. On August 4, SpaceX will release its Q2 earnings report. Two days later, 910 million shares, valued at approximately $112.5 billion, will become available for trading. After that, more restricted shares will gradually become eligible for sale. By the end of this year, <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> tradable shares are expected to increase from the current 639 million to 5.33 billion. Elon Musk owns 60% of SpaceX's equity. Since the lock-up period for his shares expires one year after the IPO, he is not expected to reduce his stake once the lock-up expires. The upcoming wave of lock-up expirations has encouraged investors to aggressivel","listText":"I think <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> still has further room to fall. On August 4, SpaceX will release its Q2 earnings report. Two days later, 910 million shares, valued at approximately $112.5 billion, will become available for trading. After that, more restricted shares will gradually become eligible for sale. By the end of this year, <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> tradable shares are expected to increase from the current 639 million to 5.33 billion. Elon Musk owns 60% of SpaceX's equity. Since the lock-up period for his shares expires one year after the IPO, he is not expected to reduce his stake once the lock-up expires. The upcoming wave of lock-up expirations has encouraged investors to aggressivel","text":"I think $SpaceX(SPCX)$ still has further room to fall. On August 4, SpaceX will release its Q2 earnings report. Two days later, 910 million shares, valued at approximately $112.5 billion, will become available for trading. After that, more restricted shares will gradually become eligible for sale. By the end of this year, $SpaceX(SPCX)$ tradable shares are expected to increase from the current 639 million to 5.33 billion. Elon Musk owns 60% of SpaceX's equity. Since the lock-up period for his shares expires one year after the IPO, he is not expected to reduce his stake once the lock-up expires. The upcoming wave of lock-up expirations has encouraged investors to aggressivel","images":[{"img":"https://community-static.tradeup.com/news/c37cb0c2bb450932ba93d4901e00c7db"},{"img":"https://community-static.tradeup.com/news/295c2eb18c826a77a15f60207c01b6c5"},{"img":"https://community-static.tradeup.com/news/45e060f03c1072f2a64851b54d8ba242"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":38,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/588451873566800","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":588152088875296,"gmtCreate":1784626340068,"gmtModify":1784626345881,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"","htmlText":"IBM is set to release its second-quarter earnings report after the market closes this Wednesday. Analysts predict that IBM’s second-quarter revenue will reach $17.58 billion, representing a 7.6% year-over-year increase. In terms of valuation, IBM’s current price-to-earnings ratio stands at 26.8, which is at a relatively high level over the past five years. Figure 1: IBM Q2 2026 financial data forecasts Figure 2: IBM's price-to-earnings ratio over the past five years <a target=\"_blank\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a>","listText":"IBM is set to release its second-quarter earnings report after the market closes this Wednesday. Analysts predict that IBM’s second-quarter revenue will reach $17.58 billion, representing a 7.6% year-over-year increase. In terms of valuation, IBM’s current price-to-earnings ratio stands at 26.8, which is at a relatively high level over the past five years. Figure 1: IBM Q2 2026 financial data forecasts Figure 2: IBM's price-to-earnings ratio over the past five years <a target=\"_blank\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a>","text":"IBM is set to release its second-quarter earnings report after the market closes this Wednesday. Analysts predict that IBM’s second-quarter revenue will reach $17.58 billion, representing a 7.6% year-over-year increase. In terms of valuation, IBM’s current price-to-earnings ratio stands at 26.8, which is at a relatively high level over the past five years. Figure 1: IBM Q2 2026 financial data forecasts Figure 2: IBM's price-to-earnings ratio over the past five years $IBM(IBM)$","images":[{"img":"https://community-static.tradeup.com/news/21016cca7e62ba14fea4e657c38ba4b7","width":"1299","height":"479"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588152088875296","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":588120929542264,"gmtCreate":1784614968252,"gmtModify":1784618910630,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"","htmlText":"Tesla is set to release its Q2 earnings report after the market closes this Wednesday. According to analyst forecasts, Tesla’s revenue for the second quarter of 2026 is expected to reach $26.313 billion, representing a 17% year-over-year increase. In terms of valuation, Tesla’s current price-to-earnings ratio stands at 349.97, which is in the upper-middle range for the past five years. Figure 1: Tesla Q2 2026 financial data forecasts Figure 2: Tesla's price-to-earnings ratio over the past five years <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>","listText":"Tesla is set to release its Q2 earnings report after the market closes this Wednesday. According to analyst forecasts, Tesla’s revenue for the second quarter of 2026 is expected to reach $26.313 billion, representing a 17% year-over-year increase. In terms of valuation, Tesla’s current price-to-earnings ratio stands at 349.97, which is in the upper-middle range for the past five years. Figure 1: Tesla Q2 2026 financial data forecasts Figure 2: Tesla's price-to-earnings ratio over the past five years <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>","text":"Tesla is set to release its Q2 earnings report after the market closes this Wednesday. According to analyst forecasts, Tesla’s revenue for the second quarter of 2026 is expected to reach $26.313 billion, representing a 17% year-over-year increase. In terms of valuation, Tesla’s current price-to-earnings ratio stands at 349.97, which is in the upper-middle range for the past five years. Figure 1: Tesla Q2 2026 financial data forecasts Figure 2: Tesla's price-to-earnings ratio over the past five years $Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/369f09f0cc8cf819428465c308b48372"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588120929542264","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":568424322945040,"gmtCreate":1779786935043,"gmtModify":1779852052726,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Should You Buy SpaceX When It Goes Public?","htmlText":"On May 20, SpaceX filed its IPO prospectus, with a listing date set for June 12. Founded by Elon Musk, SpaceX operates three primary businesses: rocket launches, Starlink, and xAI. Press reports peg the IPO raise at roughly $75 billion, with a post-listing market cap that could approach $2 trillion. On deal size alone, SpaceX would shatter Saudi Aramco's $29.4 billion record from 2019 and become the largest IPO ever, while ranking as the seventh-most-valuable company in the U.S. market. For a debut this closely watched, the question is whether day one offers a real investment opportunity. What does SpaceX actually do? The S-1 splits the company into three reporting segments: Space - the well-known rocket launch business, with the U.S. government as its principal customer. Connectivity - St","listText":"On May 20, SpaceX filed its IPO prospectus, with a listing date set for June 12. Founded by Elon Musk, SpaceX operates three primary businesses: rocket launches, Starlink, and xAI. Press reports peg the IPO raise at roughly $75 billion, with a post-listing market cap that could approach $2 trillion. On deal size alone, SpaceX would shatter Saudi Aramco's $29.4 billion record from 2019 and become the largest IPO ever, while ranking as the seventh-most-valuable company in the U.S. market. For a debut this closely watched, the question is whether day one offers a real investment opportunity. What does SpaceX actually do? The S-1 splits the company into three reporting segments: Space - the well-known rocket launch business, with the U.S. government as its principal customer. Connectivity - St","text":"On May 20, SpaceX filed its IPO prospectus, with a listing date set for June 12. Founded by Elon Musk, SpaceX operates three primary businesses: rocket launches, Starlink, and xAI. Press reports peg the IPO raise at roughly $75 billion, with a post-listing market cap that could approach $2 trillion. On deal size alone, SpaceX would shatter Saudi Aramco's $29.4 billion record from 2019 and become the largest IPO ever, while ranking as the seventh-most-valuable company in the U.S. market. For a debut this closely watched, the question is whether day one offers a real investment opportunity. What does SpaceX actually do? The S-1 splits the company into three reporting segments: Space - the well-known rocket launch business, with the U.S. government as its principal customer. Connectivity - St","images":[{"img":"https://community-static.tradeup.com/news/fdf833f10e1f1ea53cde0c241be0246d"},{"img":"https://community-static.tradeup.com/news/7a45f4f2509d183a6d0be5fe89b3c65f"},{"img":"https://community-static.tradeup.com/news/c7081af99c7b5e44ce8c233efffe2395"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":48,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/568424322945040","isVote":1,"tweetType":1,"viewCount":2767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},{"id":551302831178264,"gmtCreate":1775632271049,"gmtModify":1775706726943,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Bridgewater’s ALLW ETF Delivers 20%+ Returns — Opportunity or Early Hype?","htmlText":"Bridgewater Associates, one of the world’s largest hedge funds (managing close to $100 billion), has historically been accessible only to institutional and ultra-high-net-worth investors. Its founder, Ray Dalio, is widely respected, and his book Principles is often regarded as essential reading among investors. In March 2025, Bridgewater partnered with State Street to launch the <a href=\"https://ttm.financial/S/ALLW\">$SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$</a> — a retail-accessible version of its well-known All Weather strategy. ALLW currently manages approximately $1.2 billion in assets, with an expense ratio of 0.85%. Since its listing on March 6, 2025, the ETF has delivered a total return of 21.86% (including dividends). Strategy and Portfolio ALLW adopts Bridgewater’s","listText":"Bridgewater Associates, one of the world’s largest hedge funds (managing close to $100 billion), has historically been accessible only to institutional and ultra-high-net-worth investors. Its founder, Ray Dalio, is widely respected, and his book Principles is often regarded as essential reading among investors. In March 2025, Bridgewater partnered with State Street to launch the <a href=\"https://ttm.financial/S/ALLW\">$SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$</a> — a retail-accessible version of its well-known All Weather strategy. ALLW currently manages approximately $1.2 billion in assets, with an expense ratio of 0.85%. Since its listing on March 6, 2025, the ETF has delivered a total return of 21.86% (including dividends). Strategy and Portfolio ALLW adopts Bridgewater’s","text":"Bridgewater Associates, one of the world’s largest hedge funds (managing close to $100 billion), has historically been accessible only to institutional and ultra-high-net-worth investors. Its founder, Ray Dalio, is widely respected, and his book Principles is often regarded as essential reading among investors. In March 2025, Bridgewater partnered with State Street to launch the $SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$ — a retail-accessible version of its well-known All Weather strategy. ALLW currently manages approximately $1.2 billion in assets, with an expense ratio of 0.85%. Since its listing on March 6, 2025, the ETF has delivered a total return of 21.86% (including dividends). Strategy and Portfolio ALLW adopts Bridgewater’s","images":[{"img":"https://community-static.tradeup.com/news/3ecc8a3f03b0d9612bc6c6ba8226abc3","width":"1824","height":"809"},{"img":"https://community-static.tradeup.com/news/339f33a7062b619d26efb3ff42500de6","width":"1524","height":"609"},{"img":"https://community-static.tradeup.com/news/2b0d258cb2288f287444bd2bab16f95d","width":"1536","height":"717"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":56,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/551302831178264","isVote":1,"tweetType":1,"viewCount":8415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":547111784543624,"gmtCreate":1774596150824,"gmtModify":1777454602196,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667626267411","authorIdStr":"3527667626267411"},"themes":[],"title":"Google’s New Tech Hits Micron & Semis—Sell or Buy?","htmlText":"On March 25, <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of","listText":"On March 25, <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of","text":"On March 25, $Alphabet(GOOGL)$ unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of","images":[{"img":"https://community-static.tradeup.com/news/99c7563d47b4f3644e481af95fb288ca","width":"865","height":"490"},{"img":"https://community-static.tradeup.com/news/b6b45b23120220591dd6366d41612e8c","width":"1204","height":"563"},{"img":"https://community-static.tradeup.com/news/cdbdd2eb4fa5b5ac634e702ece1e32a6","width":"865","height":"628"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":2,"repostSize":30,"link":"https://ttm.financial/post/547111784543624","isVote":1,"tweetType":1,"viewCount":18209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4230126467342542","authorId":"4230126467342542","name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4230126467342542","authorIdStr":"4230126467342542"},"content":"TurboQuant compress \"context\" by 4x , nowhere near to 6x. It doesn't reduces the memory needed to load the entire LLM. A smaller useable (not just playable ) LLM needs 128GB or more of ram. Of which, the memory requirements for context is anywhere from 16kb to 1024kb depending on the configuration The compression is supposedly linear, so it reduces memory requirements for context to 1/4 of current. Anybody who works in technology will tell you this, The amount of data will increase based on the capacity available. Better compression just means more context, not less.","text":"TurboQuant compress \"context\" by 4x , nowhere near to 6x. It doesn't reduces the memory needed to load the entire LLM. A smaller useable (not just playable ) LLM needs 128GB or more of ram. Of which, the memory requirements for context is anywhere from 16kb to 1024kb depending on the configuration The compression is supposedly linear, so it reduces memory requirements for context to 1/4 of current. Anybody who works in technology will tell you this, The amount of data will increase based on the capacity available. Better compression just means more context, not less.","html":"TurboQuant compress \"context\" by 4x , nowhere near to 6x. It doesn't reduces the memory needed to load the entire LLM. A smaller useable (not just playable ) LLM needs 128GB or more of ram. Of which, the memory requirements for context is anywhere from 16kb to 1024kb depending on the configuration The compression is supposedly linear, so it reduces memory requirements for context to 1/4 of current. Anybody who works in technology will tell you this, The amount of data will increase based on the capacity available. Better compression just means more context, not less."}],"imageCount":7,"langContent":"EN","totalScore":0}],"hots":[{"id":267232166387888,"gmtCreate":1706274175633,"gmtModify":1706277318776,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Intel's stock price crashed after poor results!","htmlText":"After the US stock market closed yesterday, semiconductor giant <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> collapsed, its share price plummeted 10.9% :On the news, Intel released fourth-quarter report, which exceeded market expectations in terms of revenue and net profits, but the guidance for the first quarter of this year was poor, causing the stock price to plummet:Why did this earnings report make Wall Street nervous?Specifically, Intel performed well in the fourth quarter of last year, with revenue of $15.4 billion, an increase of 9.7%, approaching the upper limit of management's guidance of $14.6-15.6 billion:By business, Intel's traditional client business generated revenue of $8.844 billion, an increase of 33.1%; Data center business revenue of $3.985 billion, down 9.","listText":"After the US stock market closed yesterday, semiconductor giant <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> collapsed, its share price plummeted 10.9% :On the news, Intel released fourth-quarter report, which exceeded market expectations in terms of revenue and net profits, but the guidance for the first quarter of this year was poor, causing the stock price to plummet:Why did this earnings report make Wall Street nervous?Specifically, Intel performed well in the fourth quarter of last year, with revenue of $15.4 billion, an increase of 9.7%, approaching the upper limit of management's guidance of $14.6-15.6 billion:By business, Intel's traditional client business generated revenue of $8.844 billion, an increase of 33.1%; Data center business revenue of $3.985 billion, down 9.","text":"After the US stock market closed yesterday, semiconductor giant $Intel(INTC)$ collapsed, its share price plummeted 10.9% :On the news, Intel released fourth-quarter report, which exceeded market expectations in terms of revenue and net profits, but the guidance for the first quarter of this year was poor, causing the stock price to plummet:Why did this earnings report make Wall Street nervous?Specifically, Intel performed well in the fourth quarter of last year, with revenue of $15.4 billion, an increase of 9.7%, approaching the upper limit of management's guidance of $14.6-15.6 billion:By business, Intel's traditional client business generated revenue of $8.844 billion, an increase of 33.1%; Data center business revenue of $3.985 billion, down 9.","images":[{"img":"https://community-static.tradeup.com/news/fdce74876913c67e02324367c46d9603","width":"884","height":"496"},{"img":"https://community-static.tradeup.com/news/3ca88aa9725faa3b25035535be42d106","width":"1105","height":"376"},{"img":"https://community-static.tradeup.com/news/f986e7ca03f3591e451dfa9d844dfc65","width":"1169","height":"457"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3247,"commentSize":11,"repostSize":1914,"link":"https://ttm.financial/post/267232166387888","isVote":1,"tweetType":1,"viewCount":46938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734227956830","authorId":"3581734227956830","name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734227956830","idStr":"3581734227956830"},"content":"Its not poor results, its the guidance next quarter","text":"Its not poor results, its the guidance next quarter","html":"Its not poor results, its the guidance next quarter"},{"author":{"id":"3576274545052910","authorId":"3576274545052910","name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3576274545052910","idStr":"3576274545052910"},"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":5,"langContent":"EN","totalScore":0},{"id":238894398099472,"gmtCreate":1699361515899,"gmtModify":1699361536921,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Earnings Digest | NXP results signal semiconductor industry rebound！","htmlText":"After the US stock market closed yesterday, semiconductor giant <a href=\"https://ttm.financial/S/NXPI\">$NXP Semiconductors NV(NXPI)$</a> released the third quarter results, performance and guidance exceeded market expectations, once again verified that the semiconductor industry has been rebound！Specifically, NXP's third-quarter revenue was $3.434 billion, with analysts expecting $3.41 billion, down 0.3% from a year earlier, which continues to narrow from the previous two quarters:By business, NXP's largest revenue source is automotive chips, with revenue of $1.89 billion in the third quarter, an increase of 4.8%. Industrial and Internet of Things revenue was $607 million, down 14.9% year-on-year. Communications and others revenue was $559 million, up 7.9% from the same period last year.Mo","listText":"After the US stock market closed yesterday, semiconductor giant <a href=\"https://ttm.financial/S/NXPI\">$NXP Semiconductors NV(NXPI)$</a> released the third quarter results, performance and guidance exceeded market expectations, once again verified that the semiconductor industry has been rebound！Specifically, NXP's third-quarter revenue was $3.434 billion, with analysts expecting $3.41 billion, down 0.3% from a year earlier, which continues to narrow from the previous two quarters:By business, NXP's largest revenue source is automotive chips, with revenue of $1.89 billion in the third quarter, an increase of 4.8%. Industrial and Internet of Things revenue was $607 million, down 14.9% year-on-year. Communications and others revenue was $559 million, up 7.9% from the same period last year.Mo","text":"After the US stock market closed yesterday, semiconductor giant $NXP Semiconductors NV(NXPI)$ released the third quarter results, performance and guidance exceeded market expectations, once again verified that the semiconductor industry has been rebound！Specifically, NXP's third-quarter revenue was $3.434 billion, with analysts expecting $3.41 billion, down 0.3% from a year earlier, which continues to narrow from the previous two quarters:By business, NXP's largest revenue source is automotive chips, with revenue of $1.89 billion in the third quarter, an increase of 4.8%. Industrial and Internet of Things revenue was $607 million, down 14.9% year-on-year. Communications and others revenue was $559 million, up 7.9% from the same period last year.Mo","images":[{"img":"https://community-static.tradeup.com/news/381af037e6d03ac202494a220836238d","width":"1074","height":"458"},{"img":"https://community-static.tradeup.com/news/8d1a4a504ded99ec8a8eab8639f2bfe1","width":"966","height":"454"},{"img":"https://community-static.tradeup.com/news/7c128bb143adba935d77d719385305b6","width":"1110","height":"759"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2859,"commentSize":12,"repostSize":1731,"link":"https://ttm.financial/post/238894398099472","isVote":1,"tweetType":1,"viewCount":42766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101978790494150","authorId":"4101978790494150","name":"phongy 45","avatar":"https://static.tigerbbs.com/f6f41e543307358288f75d55fe347ad2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4101978790494150","idStr":"4101978790494150"},"content":"great semi conductor and this industries are essential most electronics ... duty will make some profits soon ...","text":"great semi conductor and this industries are essential most electronics ... duty will make some profits soon ...","html":"great semi conductor and this industries are essential most electronics ... duty will make some profits soon ..."},{"author":{"id":"4102377969591930","authorId":"4102377969591930","name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4102377969591930","idStr":"4102377969591930"},"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":3,"langContent":"EN","totalScore":0},{"id":200374918369456,"gmtCreate":1689942122614,"gmtModify":1689942135928,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Will Tesla Start a New Round of Plunge?","htmlText":"Last night, after Tesla released its financial report, the stock price plummeted by 9.74%. Could this be the signal of a new round of plunge?Looking back, Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> 's previous surge was driven by a skyrocketing valuation due to the rebound in sales. At the beginning of the year, Tesla's price-to-earnings ratio (P/E) dropped to below 30PE:As of yesterday, Tesla's P/E ratio remains as high as 74 times.Regarding sales, the delivery volume in the first half of the year increased by 57% compared to the previous year, and the strategy of price reduction and promotion played a role. But the downside is that the gross profit margin continued to decline in the second quarter, reaching only 18.19%.According to Musk, Tesla is more focused o","listText":"Last night, after Tesla released its financial report, the stock price plummeted by 9.74%. Could this be the signal of a new round of plunge?Looking back, Tesla <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> 's previous surge was driven by a skyrocketing valuation due to the rebound in sales. At the beginning of the year, Tesla's price-to-earnings ratio (P/E) dropped to below 30PE:As of yesterday, Tesla's P/E ratio remains as high as 74 times.Regarding sales, the delivery volume in the first half of the year increased by 57% compared to the previous year, and the strategy of price reduction and promotion played a role. But the downside is that the gross profit margin continued to decline in the second quarter, reaching only 18.19%.According to Musk, Tesla is more focused o","text":"Last night, after Tesla released its financial report, the stock price plummeted by 9.74%. Could this be the signal of a new round of plunge?Looking back, Tesla $Tesla Motors(TSLA)$ 's previous surge was driven by a skyrocketing valuation due to the rebound in sales. At the beginning of the year, Tesla's price-to-earnings ratio (P/E) dropped to below 30PE:As of yesterday, Tesla's P/E ratio remains as high as 74 times.Regarding sales, the delivery volume in the first half of the year increased by 57% compared to the previous year, and the strategy of price reduction and promotion played a role. But the downside is that the gross profit margin continued to decline in the second quarter, reaching only 18.19%.According to Musk, Tesla is more focused o","images":[{"img":"https://community-static.tradeup.com/news/ab6924185a01f3e9af818a777238302b","width":"865","height":"352"},{"img":"https://community-static.tradeup.com/news/38ec834f4d6820ae3e0a0b9159269b90","width":"865","height":"441"},{"img":"https://community-static.tradeup.com/news/17acbc923fe8677b4389e25ec7ea575f","width":"865","height":"427"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":3787,"commentSize":25,"repostSize":2549,"link":"https://ttm.financial/post/200374918369456","isVote":1,"tweetType":1,"viewCount":68501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575934289940082","authorId":"3575934289940082","name":"Questions","avatar":"https://static.tigerbbs.com/f0190152f0bd2b9f9e6d1f153fc35114","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3575934289940082","idStr":"3575934289940082"},"content":"Its not just ‘not too bad’ . It was a good earnings report, only margin drop a little.","text":"Its not just ‘not too bad’ . It was a good earnings report, only margin drop a little.","html":"Its not just ‘not too bad’ . It was a good earnings report, only margin drop a little."},{"author":{"id":"3569318025811476","authorId":"3569318025811476","name":"LeonardKSW","avatar":"https://static.tigerbbs.com/eeba92ccfc8a91444aa3e36de4a39425","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3569318025811476","idStr":"3569318025811476"},"content":"Tonight tesla.should drop another 20usd at least","text":"Tonight tesla.should drop another 20usd at least","html":"Tonight tesla.should drop another 20usd at least"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":9970223124,"gmtCreate":1684495745868,"gmtModify":1684496246683,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"BABA Q4: Spinoff won't save Alibaba?","htmlText":"After hours yesterday, Alibaba <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> released fourth-quarter results for fiscal year 2023 (corresponding to the first quarter of this year), with mixed data and a 6% drop in share prices.In terms of growth, Alibaba's revenue in the fourth quarter was 208.2 billion yuan, which was lower than the analyst's expectation of 209.2 billion yuan. However, under the condition of cost reduction and efficiency improvement, the net profit greatly exceeded expectations:In the fourth-quarter results, Alibaba described the spinoff plan in strong detail, and the company gave a specific listing time node, perhaps management hopes to rely on the spinoff to improve Alibaba's share price, but mark","listText":"After hours yesterday, Alibaba <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> released fourth-quarter results for fiscal year 2023 (corresponding to the first quarter of this year), with mixed data and a 6% drop in share prices.In terms of growth, Alibaba's revenue in the fourth quarter was 208.2 billion yuan, which was lower than the analyst's expectation of 209.2 billion yuan. However, under the condition of cost reduction and efficiency improvement, the net profit greatly exceeded expectations:In the fourth-quarter results, Alibaba described the spinoff plan in strong detail, and the company gave a specific listing time node, perhaps management hopes to rely on the spinoff to improve Alibaba's share price, but mark","text":"After hours yesterday, Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ released fourth-quarter results for fiscal year 2023 (corresponding to the first quarter of this year), with mixed data and a 6% drop in share prices.In terms of growth, Alibaba's revenue in the fourth quarter was 208.2 billion yuan, which was lower than the analyst's expectation of 209.2 billion yuan. However, under the condition of cost reduction and efficiency improvement, the net profit greatly exceeded expectations:In the fourth-quarter results, Alibaba described the spinoff plan in strong detail, and the company gave a specific listing time node, perhaps management hopes to rely on the spinoff to improve Alibaba's share price, but mark","images":[{"img":"https://community-static.tradeup.com/news/881a5636a331fd7eecce705088981fcc","width":"1098","height":"373"},{"img":"https://community-static.tradeup.com/news/e2055f4cd78038feca6fe21e138de7a4","width":"1042","height":"609"},{"img":"https://community-static.tradeup.com/news/acb7f176f845ee2fee3ac0f62c0c982e","width":"762","height":"414"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2966,"commentSize":20,"repostSize":2410,"link":"https://ttm.financial/post/9970223124","isVote":1,"tweetType":1,"viewCount":61153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573044735590057","authorId":"3573044735590057","name":"Mavetano","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573044735590057","idStr":"3573044735590057"},"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?"},{"author":{"id":"3586907191866715","authorId":"3586907191866715","name":"MattyKeiichi","avatar":"https://community-static.tradeup.com/news/2a3eefaf5bd9099c58b7f67a88ae29f2","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3586907191866715","idStr":"3586907191866715"},"content":"Cool. Let’s share this article and increase confidence in alibaba!!!!! PLEASE HUAT AHHHH.","text":"Cool. Let’s share this article and increase confidence in alibaba!!!!! PLEASE HUAT AHHHH.","html":"Cool. Let’s share this article and increase confidence in alibaba!!!!! PLEASE HUAT AHHHH."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":221239987916808,"gmtCreate":1695040286087,"gmtModify":1695040302713,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Is this semiconductor pullback a buying opportunity?","htmlText":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> corrected 22.5%; <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> , the world's largest semiconductor equipment company, saw an 11% pullback; <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> pullbacked 23.6%;Chip contract manufacturing giant <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","listText":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> corrected 22.5%; <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> , the world's largest semiconductor equipment company, saw an 11% pullback; <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> pullbacked 23.6%;Chip contract manufacturing giant <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","text":"Recently, semiconductor company stock prices have significantly pullbacked, among which:Lithography giant $ASML Holding NV(ASML)$ corrected 22.5%; $Applied Materials(AMAT)$ , the world's largest semiconductor equipment company, saw an 11% pullback; $Advanced Micro Devices(AMD)$ pullbacked 23.6%;Chip contract manufacturing giant $Taiwan Semiconductor Manufacturing(TSM)$ back 19.4%...What happened? Is this semiconductor pullback a buying opportunity?In general, the main reason for this wave of semiconductor pullback is that semiconductor fundamentals cannot match skyrocketing stock prices.For example, Applied Materials, befo","images":[{"img":"https://community-static.tradeup.com/news/91f239a8f8b9aa7d2adcff5095ad599c","width":"850","height":"207"},{"img":"https://community-static.tradeup.com/news/b625dd30367ffab49fec1c0c9d9d71ca","width":"874","height":"386"},{"img":"https://community-static.tradeup.com/news/c1ea06805432e89b31a943802605f4c8","width":"1158","height":"452"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":3064,"commentSize":19,"repostSize":2264,"link":"https://ttm.financial/post/221239987916808","isVote":1,"tweetType":1,"viewCount":58961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4158073556824922","authorId":"4158073556824922","name":"Riswanto Nuraldi","avatar":"https://community-static.tradeup.com/news/3f08176434a0def690377dd2afacf94a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4158073556824922","idStr":"4158073556824922"},"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?"},{"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4112191678947252","idStr":"4112191678947252"},"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":4,"langContent":"EN","totalScore":0},{"id":9970896796,"gmtCreate":1684240009615,"gmtModify":1684241126783,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"13F Digest| JD was reduced by Hillhouse and Greenwoods","htmlText":"Under SEC rules, fund managers with more than $100m in assets under management must publish a document called \"Form 13F\" to disclose their positions in stocks and bonds within 45 days of the end of each quarter.Recently, the major institutions have disclosed the position data, from the position changes of Hillhouse and Greenwoods, a Chinese stock has been mercilessly abandoned, or indicates the coming of a big change!First, let's take a look at Hillhouse's positions. Among the top 10 holdings by market capitalization, Hillhouse increased its holdings in Pinduoduo <a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> , Beike <a href=\"https://ttm.financial/S/BEKE\">$KE Holdings Inc.(BEKE)$</a> <a href=\"https://ttm.financial/S/02423\">$KE Holdings Inc.(02423)$</a> , Alibaba","listText":"Under SEC rules, fund managers with more than $100m in assets under management must publish a document called \"Form 13F\" to disclose their positions in stocks and bonds within 45 days of the end of each quarter.Recently, the major institutions have disclosed the position data, from the position changes of Hillhouse and Greenwoods, a Chinese stock has been mercilessly abandoned, or indicates the coming of a big change!First, let's take a look at Hillhouse's positions. Among the top 10 holdings by market capitalization, Hillhouse increased its holdings in Pinduoduo <a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> , Beike <a href=\"https://ttm.financial/S/BEKE\">$KE Holdings Inc.(BEKE)$</a> <a href=\"https://ttm.financial/S/02423\">$KE Holdings Inc.(02423)$</a> , Alibaba","text":"Under SEC rules, fund managers with more than $100m in assets under management must publish a document called \"Form 13F\" to disclose their positions in stocks and bonds within 45 days of the end of each quarter.Recently, the major institutions have disclosed the position data, from the position changes of Hillhouse and Greenwoods, a Chinese stock has been mercilessly abandoned, or indicates the coming of a big change!First, let's take a look at Hillhouse's positions. Among the top 10 holdings by market capitalization, Hillhouse increased its holdings in Pinduoduo $Pinduoduo Inc.(PDD)$ , Beike $KE Holdings Inc.(BEKE)$ $KE Holdings Inc.(02423)$ , Alibaba","images":[{"img":"https://community-static.tradeup.com/news/af9578ed01bf1f61f60d96fae2f96981","width":"1800","height":"563"},{"img":"https://community-static.tradeup.com/news/5055983c878ecf7ff6a0eb0b54ecc16a","width":"1803","height":"648"},{"img":"https://community-static.tradeup.com/news/6985fe5b69387fd5770742ee12e32166","width":"1797","height":"544"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2606,"commentSize":15,"repostSize":2274,"link":"https://ttm.financial/post/9970896796","isVote":1,"tweetType":1,"viewCount":51775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087976871457870","authorId":"4087976871457870","name":"KaiHwai","avatar":"https://community-static.tradeup.com/news/f66e6bf6b347a25ff02f9cfb46981d0b","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4087976871457870","idStr":"4087976871457870"},"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?"},{"author":{"id":"3557814871166009","authorId":"3557814871166009","name":"闪电侠08","avatar":"https://static.tigerbbs.com/f6450511f68919f0aaec67826ad592dd","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3557814871166009","idStr":"3557814871166009"},"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":9,"langContent":"EN","totalScore":0},{"id":9970084450,"gmtCreate":1683722146170,"gmtModify":1683723399298,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Li Auto Q1: The King of New Forces in Car Manufacturing！","htmlText":"Just now, Li Auto <a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a> released its first quarter results, and its stock price jumped 7% in the premarket moments, giving a perfect explanation for the results:Specifically, the revenue of Li Auto in the first quarter was 18.787 billion yuan, slightly exceeding the consensus forecast of 18.68 billion by analysts. What is surprising is that the company adjusted net income is 1.4 billion yuan, which greatly exceeds the analyst expectation of 660 million yuan:The financial report of new energy vehicles is actually relatively boring. The main influence on the stock price is the monthly sales volume, and the revenue and profit are the final reaction of the sales data.In terms of monthly sales, Li Auto hit record highs, with total sales of 52584","listText":"Just now, Li Auto <a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a> released its first quarter results, and its stock price jumped 7% in the premarket moments, giving a perfect explanation for the results:Specifically, the revenue of Li Auto in the first quarter was 18.787 billion yuan, slightly exceeding the consensus forecast of 18.68 billion by analysts. What is surprising is that the company adjusted net income is 1.4 billion yuan, which greatly exceeds the analyst expectation of 660 million yuan:The financial report of new energy vehicles is actually relatively boring. The main influence on the stock price is the monthly sales volume, and the revenue and profit are the final reaction of the sales data.In terms of monthly sales, Li Auto hit record highs, with total sales of 52584","text":"Just now, Li Auto $Li Auto(LI)$ released its first quarter results, and its stock price jumped 7% in the premarket moments, giving a perfect explanation for the results:Specifically, the revenue of Li Auto in the first quarter was 18.787 billion yuan, slightly exceeding the consensus forecast of 18.68 billion by analysts. What is surprising is that the company adjusted net income is 1.4 billion yuan, which greatly exceeds the analyst expectation of 660 million yuan:The financial report of new energy vehicles is actually relatively boring. The main influence on the stock price is the monthly sales volume, and the revenue and profit are the final reaction of the sales data.In terms of monthly sales, Li Auto hit record highs, with total sales of 52584","images":[{"img":"https://community-static.tradeup.com/news/d5636e23986c7637e6511288ef49660f","width":"654","height":"330"},{"img":"https://community-static.tradeup.com/news/dfe0512ff404e5c51f3ba78a9bb2e19f","width":"716","height":"350"},{"img":"https://community-static.tradeup.com/news/41ab09cf95d7a568b1fb88e90abbdcc0","width":"839","height":"352"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2334,"commentSize":21,"repostSize":2301,"link":"https://ttm.financial/post/9970084450","isVote":1,"tweetType":1,"viewCount":53946,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574766349354741","authorId":"3574766349354741","name":"TK360","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574766349354741","idStr":"3574766349354741"},"content":"China EVs much better than US EV","text":"China EVs much better than US EV","html":"China EVs much better than US EV"},{"author":{"id":"4145693088812262","authorId":"4145693088812262","name":"Vx1","avatar":"https://community-static.tradeup.com/news/e79ddfe30288f658bbd00a71fd79a0ca","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4145693088812262","idStr":"4145693088812262"},"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":10,"langContent":"EN","totalScore":0},{"id":199330782564528,"gmtCreate":1689692099224,"gmtModify":1689771553233,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Will the China-U.S. Chip War ease?","htmlText":"According to a Reuters report, executives from chip giants such as Intel, Qualcomm, and Nvidia <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> met with the Biden administration on their policies toward China on the 17th. The insiders revealed that these executives opposed tightening export controls on chips and semiconductor manufacturing equipment to China. It is reported that Washington plans to announce new rules within a few weeks.Prior to this, there were media reports that the Netherlands and the United States were pressuring ASML <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> to prohibit the sale of DUV lithography machines to China without Washington's approval, and even to provide maintenance, repair services and supply spare parts for restricted","listText":"According to a Reuters report, executives from chip giants such as Intel, Qualcomm, and Nvidia <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> met with the Biden administration on their policies toward China on the 17th. The insiders revealed that these executives opposed tightening export controls on chips and semiconductor manufacturing equipment to China. It is reported that Washington plans to announce new rules within a few weeks.Prior to this, there were media reports that the Netherlands and the United States were pressuring ASML <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> to prohibit the sale of DUV lithography machines to China without Washington's approval, and even to provide maintenance, repair services and supply spare parts for restricted","text":"According to a Reuters report, executives from chip giants such as Intel, Qualcomm, and Nvidia $NVIDIA Corp(NVDA)$ met with the Biden administration on their policies toward China on the 17th. The insiders revealed that these executives opposed tightening export controls on chips and semiconductor manufacturing equipment to China. It is reported that Washington plans to announce new rules within a few weeks.Prior to this, there were media reports that the Netherlands and the United States were pressuring ASML $ASML Holding NV(ASML)$ to prohibit the sale of DUV lithography machines to China without Washington's approval, and even to provide maintenance, repair services and supply spare parts for restricted","images":[{"img":"https://community-static.tradeup.com/news/2271347258551fa56a30b0ffec0ee750","width":"865","height":"422"},{"img":"https://community-static.tradeup.com/news/0b7b376a6dada0f76c9ca19388a4800f","width":"866","height":"496"},{"img":"https://community-static.tradeup.com/news/960540cf1d2c5ca8817321492ec6e939","width":"855","height":"392"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2363,"commentSize":19,"repostSize":2158,"link":"https://ttm.financial/post/199330782564528","isVote":1,"tweetType":1,"viewCount":49669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574662162410712","authorId":"3574662162410712","name":"Ericdao","avatar":"https://static.tigerbbs.com/bc892cea22318ad4afece18be23b502b","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3574662162410712","idStr":"3574662162410712"},"content":"US tyranny behaviour will continue but that only provoke more investment n research in semicon within China. China technology may experience a slow down but could leap frog in the year ahead. Their advancement is indeed superb","text":"US tyranny behaviour will continue but that only provoke more investment n research in semicon within China. China technology may experience a slow down but could leap frog in the year ahead. Their advancement is indeed superb","html":"US tyranny behaviour will continue but that only provoke more investment n research in semicon within China. China technology may experience a slow down but could leap frog in the year ahead. Their advancement is indeed superb"},{"author":{"id":"3577447357758238","authorId":"3577447357758238","name":"Dionmelon","avatar":"https://community-static.tradeup.com/news/96ae2f02704f6ff678a64c75982c5793","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577447357758238","idStr":"3577447357758238"},"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":3,"langContent":"EN","totalScore":0},{"id":216610852573288,"gmtCreate":1693914175971,"gmtModify":1693914191212,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Surging by 70%, can Dell achieve a second takeoff with AI?","htmlText":"Dell is on fire again, with its stock price surging by 21.25% last Friday, reaching a historic high, and a total annual gain of up to 70%!What happened?Last Thursday after the market closed, Dell released its second-quarter earnings for the 2024 fiscal year (covering the three-month period ending on August 4th), with revenue and net profit significantly surpassing analyst expectations:Among these, second-quarter revenue was $22.9 billion, down 13.2% year-on-year, surpassing analyst expectations of $21 billion: Breaking it down by business segments, the Client Solutions Group (including branded hardware like desktops and laptops, as well as peripherals like monitors and projectors) reported revenue of $12.94 billion in the second quarter, down 16.4% year-over-year; Servers and Networki","listText":"Dell is on fire again, with its stock price surging by 21.25% last Friday, reaching a historic high, and a total annual gain of up to 70%!What happened?Last Thursday after the market closed, Dell released its second-quarter earnings for the 2024 fiscal year (covering the three-month period ending on August 4th), with revenue and net profit significantly surpassing analyst expectations:Among these, second-quarter revenue was $22.9 billion, down 13.2% year-on-year, surpassing analyst expectations of $21 billion: Breaking it down by business segments, the Client Solutions Group (including branded hardware like desktops and laptops, as well as peripherals like monitors and projectors) reported revenue of $12.94 billion in the second quarter, down 16.4% year-over-year; Servers and Networki","text":"Dell is on fire again, with its stock price surging by 21.25% last Friday, reaching a historic high, and a total annual gain of up to 70%!What happened?Last Thursday after the market closed, Dell released its second-quarter earnings for the 2024 fiscal year (covering the three-month period ending on August 4th), with revenue and net profit significantly surpassing analyst expectations:Among these, second-quarter revenue was $22.9 billion, down 13.2% year-on-year, surpassing analyst expectations of $21 billion: Breaking it down by business segments, the Client Solutions Group (including branded hardware like desktops and laptops, as well as peripherals like monitors and projectors) reported revenue of $12.94 billion in the second quarter, down 16.4% year-over-year; Servers and Networki","images":[{"img":"https://community-static.tradeup.com/news/fe80f81efe719a34762587331905d1a1","width":"865","height":"298"},{"img":"https://community-static.tradeup.com/news/07699282af8c2204dbd3e663282b49f0","width":"865","height":"381"},{"img":"https://community-static.tradeup.com/news/e3b9c2a1e4ecff7679a15403f60bd65c","width":"865","height":"410"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2826,"commentSize":14,"repostSize":1979,"link":"https://ttm.financial/post/216610852573288","isVote":1,"tweetType":1,"viewCount":47761,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4156571941874112","authorId":"4156571941874112","name":"Alas1209","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4156571941874112","idStr":"4156571941874112"},"content":"[Call] [Call] [Call] [Call]","text":"[Call] [Call] [Call] [Call]","html":"[Call] [Call] [Call] [Call]"},{"author":{"id":"4156226848580042","authorId":"4156226848580042","name":"Fashionist","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4156226848580042","idStr":"4156226848580042"},"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":6,"langContent":"EN","totalScore":0},{"id":205159003381944,"gmtCreate":1691112356227,"gmtModify":1691112483916,"author":{"id":"3527667626267411","authorId":"3527667626267411","name":"Value_investing","avatar":"https://community-static.tradeup.com/news/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667626267411","idStr":"3527667626267411"},"themes":[],"title":"Apple Q3: Too high to touch!","htmlText":"After the bell, Apple <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> released its third-quarter results for fiscal 2023 (the second quarter of 2023), with revenue and net profit beating analysts' expectations:Despite the bright results, Apple's shares fell as much as 3% in after-hours:A detailed study of the reasons may be related to the lower-than-expected revenue of iPhone and iPad. Of course, the most important thing is that Apple has risen as high as 47% during the year when its fundamentals have not improved. As the saying goes, It is too high to touch! it is easy for investors to pick bones in the eggs if they are slightly lower than expected.Specifically, Apple's revenue in the third quarter of fiscal 2023 was $81.8 billion, down 1.4% from a year earlier and slightly highe","listText":"After the bell, Apple <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> released its third-quarter results for fiscal 2023 (the second quarter of 2023), with revenue and net profit beating analysts' expectations:Despite the bright results, Apple's shares fell as much as 3% in after-hours:A detailed study of the reasons may be related to the lower-than-expected revenue of iPhone and iPad. Of course, the most important thing is that Apple has risen as high as 47% during the year when its fundamentals have not improved. As the saying goes, It is too high to touch! it is easy for investors to pick bones in the eggs if they are slightly lower than expected.Specifically, Apple's revenue in the third quarter of fiscal 2023 was $81.8 billion, down 1.4% from a year earlier and slightly highe","text":"After the bell, Apple $Apple(AAPL)$ released its third-quarter results for fiscal 2023 (the second quarter of 2023), with revenue and net profit beating analysts' expectations:Despite the bright results, Apple's shares fell as much as 3% in after-hours:A detailed study of the reasons may be related to the lower-than-expected revenue of iPhone and iPad. Of course, the most important thing is that Apple has risen as high as 47% during the year when its fundamentals have not improved. As the saying goes, It is too high to touch! it is easy for investors to pick bones in the eggs if they are slightly lower than expected.Specifically, Apple's revenue in the third quarter of fiscal 2023 was $81.8 billion, down 1.4% from a year earlier and slightly highe","images":[{"img":"https://community-static.tradeup.com/news/9feac637a29ae58c92945bbe453f4493","width":"1271","height":"478"},{"img":"https://community-static.tradeup.com/news/dc4d176cc3680d0500913e62c2a6921e","width":"839","height":"397"},{"img":"https://community-static.tradeup.com/news/fffbd31a54a69901428314c632e12b82","width":"761","height":"382"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":921,"commentSize":13,"repostSize":2392,"link":"https://ttm.financial/post/205159003381944","isVote":1,"tweetType":1,"viewCount":76726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579817164373495","authorId":"3579817164373495","name":"Simon2021","avatar":"https://static.tigerbbs.com/c606f18645cfc9904bf22be6678518c3","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3579817164373495","idStr":"3579817164373495"},"content":"indeed too high to touch now","text":"indeed too high to touch now","html":"indeed too high to touch now"},{"author":{"id":"3570152832317843","authorId":"3570152832317843","name":"Ivanlee","avatar":"https://static.tigerbbs.com/a546746146e756f3b1e1b49d1e4049f7","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"3570152832317843","idStr":"3570152832317843"},"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":10,"langContent":"EN","totalScore":0}],"lives":[]}