Voon Li Ching personal page - To The Moon

Voon Li Ching

Voon Li Ching

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2025-07-07

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

06-26

Well summarised

06-18

Attention to SpaceX

06-17

MANGOS

05-01

Great article, would you like to share it?

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

04-11

Great article, would you like to share it?

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

02-13

Great article, would you like to share it?

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

02-05

Great article, would you like to share it?

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

2025-06-05

Great article, would you like to share it?

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

2025-05-27

$Futu Holdings Limited(FUTU)$

Go to Tiger App to see more news

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Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"MANGOS","listText":"MANGOS","text":"MANGOS","images":[{"img":"https://community-static.tradeup.com/news/a389645f81e9709a672d3d4e90bdb0e7","width":"1284","height":"2558"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/576149780496384","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":559266824557176,"gmtCreate":1777571545138,"gmtModify":1777571547330,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559266824557176","repostId":"559165763809720","repostType":1,"repost":{"id":559165763809720,"gmtCreate":1777547791059,"gmtModify":1777617600062,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Big Tech Divorce: GOOG New High, Meta Slide! How Do Banks View Post-Earnings?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","text":"$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","images":[{"img":"https://community-static.tradeup.com/news/157d2bac94a2d65b4bbdcb3f6ad0feb5"},{"img":"https://community-static.tradeup.com/news/874730463c3fcdd87b882c291a386fe7"},{"img":"https://community-static.tradeup.com/news/747e1ace1cbed19bfe26e90179ad59f0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559165763809720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552361931609096,"gmtCreate":1775864890105,"gmtModify":1775864893648,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552361931609096","repostId":"552051505496560","repostType":1,"repost":{"id":552051505496560,"gmtCreate":1775789320176,"gmtModify":1775890200336,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"NBIS vs CRWV - The Fight Goes On !","htmlText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","listText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","text":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<","images":[{"img":"https://community-static.tradeup.com/news/31abb9bd2c50d7d708bc6167ef0c0146","width":"545","height":"313"},{"img":"https://community-static.tradeup.com/news/f1311d5566b8bcccc607fd7ecf7c9ef7","width":"1022","height":"369"},{"img":"https://community-static.tradeup.com/news/3e44d7e1dd83e489ddce9702ea9b9ef3","width":"552","height":"109"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552051505496560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532372620326232,"gmtCreate":1770995493620,"gmtModify":1770995496040,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532372620326232","repostId":"532220514599640","repostType":1,"repost":{"id":532220514599640,"gmtCreate":1770958325700,"gmtModify":1771030800540,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"XLV - Answer to Volatile US Market & Strong Jobs?","htmlText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","listText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","text":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","images":[{"img":"https://community-static.tradeup.com/news/3bae6b9271132f7727c9842b85363afa","width":"895","height":"324"},{"img":"https://community-static.tradeup.com/news/29712b8c85dda90fd73b7ed7bbe33cc8","width":"1067","height":"609"},{"img":"https://community-static.tradeup.com/news/9e4615da0f80724a1bd522548c1e5272","width":"710","height":"211"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532220514599640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529237969179184,"gmtCreate":1770230700183,"gmtModify":1770230704114,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529237969179184","repostId":"529169361367688","repostType":1,"repost":{"id":529169361367688,"gmtCreate":1770222807187,"gmtModify":1770243002279,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?","htmlText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","listText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","text":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","images":[{"img":"https://community-static.tradeup.com/news/7db2cf48d91a1bf9bbc11aa0cb3adfa2"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529169361367688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454106385314408,"gmtCreate":1751896310616,"gmtModify":1751896314484,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","listText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","text":"$Chagee Holdings Limited(CHA)$ sold all units, enough to buy Chagee drinks for a week 😆","images":[{"img":"https://community-static.tradeup.com/news/b73d91b2cab43b08f603f714724282e3","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/454106385314408","isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":442779440005160,"gmtCreate":1749113323865,"gmtModify":1749114540481,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442779440005160","repostId":"442625758359848","repostType":1,"repost":{"id":442625758359848,"gmtCreate":1749085229992,"gmtModify":1749119402492,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125570196865622","authorIdStr":"4125570196865622"},"themes":[],"title":"Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?","htmlText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","listText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","text":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? $NVIDIA(NVDA)$ has done it again—zipped past $Microsoft(MSFT)$ to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","images":[{"img":"https://community-static.tradeup.com/news/00186d06650243dc7e78d4ea629b4f55","width":"1800","height":"1800"},{"img":"https://community-static.tradeup.com/news/984a5f913d6f78cfc9e1693bdf1293b0","width":"2500","height":"1542"},{"img":"https://community-static.tradeup.com/news/71eea083cfc3b1c60f926247ceade5bf","width":"1800","height":"1800"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442625758359848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439562212880696,"gmtCreate":1748343670630,"gmtModify":1748352265182,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Futu Holdings Limited(FUTU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439562212880696","isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439561824993896,"gmtCreate":1748343653787,"gmtModify":1748352136513,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"FUTU has achieved fantastic earning performance FY 2024! &nbsp;","listText":"FUTU has achieved fantastic earning performance FY 2024! &nbsp;","text":"FUTU has achieved fantastic earning performance FY 2024!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439561824993896","repostId":"439018479075744","repostType":1,"repost":{"id":439018479075744,"gmtCreate":1748220557574,"gmtModify":1748223724331,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Futu Holdings (FUTU) Earnings To Show Results From Its Clear Strategy Of Aggressive Growth And Product Diversification","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a> is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News &amp; Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$</a> is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News &amp; Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","text":"$Futu Holdings Limited(FUTU)$ is scheduled to release its fiscal Q1 2025 earnings before the U.S. markets open on Wednesday, May 29, 2025. Revenue: The consensus revenue forecast for Q1 2025 is HK$4.623 billion, representing a significant year-over-year increase of approximately 78.33% compared to Q1 2024. Earnings Per Share (EPS): The consensus EPS forecast for Q1 2025 is HK$13.399, a projected increase of approximately 79.61% year-over-year. Key Recent News & Updates Filing of Annual Report (April 14, 2025): Futu filed its annual report on Form 20-F for the fiscal year ended 31 December 2024, with the SEC. This provides a comprehensive overview of their 2024 performance and strategic direction. Moomoo Foundation Celebrates Financial Literacy","images":[{"img":"https://community-static.tradeup.com/news/1b4a00ab9950611e06e57f1bbeefcc07","width":"440","height":"365"},{"img":"https://community-static.tradeup.com/news/4934fa9bd9ad8fcdb478b75d52a8a2fd","width":"442","height":"367"},{"img":"https://community-static.tradeup.com/news/179cdd55507f55403b604eede00ec786","width":"442","height":"604"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439018479075744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439234593759504,"gmtCreate":1748253504017,"gmtModify":1748254164358,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4191716745074982","authorIdStr":"4191716745074982"},"themes":[],"title":"","htmlText":"AMD Share Price was undervalued!","listText":"AMD Share Price was undervalued!","text":"AMD Share Price was undervalued!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439234593759504","repostId":"2537138402","repostType":4,"repost":{"id":"2537138402","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1748251536,"share":"https://ttm.financial/m/news/2537138402?lang=en_US&edition=fundamental","pubTime":"2025-05-26 17:25","market":"us","language":"en","title":"The Shift Inside AMD No One Sees","url":"https://stock-news.laohu8.com/highlight/detail?id=2537138402","media":"TradingKey","summary":"Tradingkey - The general story in the case of AMD (AMD) today is one of decent growth, careful optimism, and competitive catch-up.","content":"<html><head></head><body><ul style=\"\"><li><p>AMD’s Q1 2025 revenue hit $7.4B with 36% YoY growth, driven by EPYC CPUs and MI300 GPUs.</p></li><li><p>The ZT Systems acquisition enables rack-scale integration, expanding AMD’s addressable market and lifting Data Center margins to 25%.</p></li><li><p>ROCm 6.4 and AI container updates deepen developer stickiness, positioning AMD as a CUDA alternative with open-source appeal.</p></li><li><p>With a 2.5% FCF yield and PEG ratio of 0.87, AMD remains undervalued relative to AI growth and peers.</p></li></ul><p>Tradingkey - The general story in the case of <a href=\"https://laohu8.com/S/AMD\">AMD</a> today is one of decent growth, careful optimism, and competitive catch-up. That&#39;s short-sighted. Behind the beat on top-line earnings and cyclical bounce in the PC and gaming verticals, AMD is experiencing a deeper structural transformation with significant consequences. The $7.4 billion Q1 2025 revenue beat and 36% YoY growth merely suggests as much.</p><p>The actual thesis is in the intersection of rack-scale AI infrastructure, re-architected software ecosystem (ROCm), and the ZT Systems acquisition, as it makes AMD a full-stack challenger in the $500 billion AI accelerator TAM. The thesis of the article is that AMD is not just a second-string chipmaker in the shadow of Nvidia but a misunderstood platform company at an inflection point. The current valuation multiples of the market for 29x forward P/E, 2.5% FCF yield and PEG under 0.9 do not factor in AMD&#39;s embedded operating leverage, under-valued data center business, and systems-level differentiation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6de8d62b9e981b9266acd034503bc9a\" alt=\"Source: IoT Analytics\" title=\"Source: IoT Analytics\" tg-width=\"1600\" tg-height=\"1600\"/><span>Source: IoT Analytics</span></p><h2 id=\"id_3739800583\">The Full-Stack Ascent: From Component Supplier to Platform Orchestrator</h2><p>AMD&#39;s Q1 numbers shed light on its changing persona. Data Center revenue grew 57% YoY to $3.7 billion on the strength of EPYC CPU and MI300 Instinct GPU. But the important shift isn&#39;t in unit quantity, it&#39;s in integration. The completion of the ZT Systems merge on March 31, 2025 gave AMD end-to-end design competence for rack-scale systems, in effect bringing itself from silicon vendor to systems integrator. </p><p>That opens AMD&#39;s addressable market and margin profile exponentially. Rack-level design implies higher ASPs, improved power/performance optimization, and closer customer lock-in, typically the domain of Nvidia or vertically integrated hyperscalers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f3d548a4e8aa4564906318f23a0b9f6\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>In the meantime, AMD is using ROCm 6.4 and AI software container deployments to enhance stickiness. Inference and training container bi-weekly updates mark the shift towards developer-driven platform economics rather than hardware share. Collaborations with Oracle, Core42, and Siemens support cross-industry affirmation. AI software integration with MI300-class GPUs replicates Nvidia&#39;s CUDA moat in open-source guise. The ramped-up Ryzen AI PC product line powered by Ryzen AI Max+ and 300 series processors supports the architecture by sowing an edge-to-cloud AI continuum, a play aimed at enabling end-to-end data observability and compute utility.</p><h2 id=\"id_484905983\">The Competitive Landscape: Catching Nvidia with Infrastructure-Led Playbooks</h2><p>Nvidia leads the story and market capitalization, yet AMD&#39;s go-to-market differentiation deserves closer examination. Nvidia has a software moat through CUDA and deep hyperscaler pipelines while AMD is strategically outflanking in a systems play. How the addition of ZT Systems enables it to do rack-level customized deployments tailored to customers&#39; workloads is something Nvidia, which frequently outsources integration, can&#39;t effectively match.</p><p>In addition, AMD&#39;s alliances are not public relations vanity. Oracle&#39;s implementation of MI355X accelerators in hyperscale environments and Core42&#39;s AI deployment in the flagship AI facility for France are real-world indicators of demand elasticity for something other than Nvidia. At the same time, the Open Telecom AI Platform with Jio, Cisco, and Nokia is an example of horizontal alliance strategy as opposed to vertical integration such that the company can scale without controlling every node in the stack. Conversely, Intel is stuck in delays and uneven execution, and Arm-based AI chip vendors do not have the software maturity or ecosystem depth that AMD currently has.</p><p>On an in-per-watt and in-per-TFLOP basis, critically, AMD is pricing aggressively. And with ROCm&#39;s increasing compatibility with top frontier models such as Meta&#39;s Llama 4 and Google&#39;s Gemma 3, the difference between Nvidia&#39;s premium pricing and AMD&#39;s value play becomes a material competitive factor.</p><h2 id=\"id_2517522599\">Strategic &amp; Financial Deep Dive: Where AI Meets Margin Expansion</h2><p>The company&#39;s $0.96 Q1 2025 non-GAAP diluted earnings per share was 55% higher year-over-year on $1.6 billion of net income. Gross margin widened to 54% non-GAAP from 52% in the previous year on richer Ryzen processor mix and strong EPYC pull-through.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e6234df038be656b1a2e96f4b2966b5\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>The company&#39;s free cash flow jumped to $727 million representing a 10% FCF margin amidst high CapEx ($212M) related to integration as well as ramping MI300 production. The Data Center segment by itself generated $932 million of operating income on $3.7 billion of sales, representing a 25% margin.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b79ee8f5e67cf5c0832fd7e07c7dcd31\" alt=\"Source: Finbold\" title=\"Source: Finbold\" tg-width=\"1600\" tg-height=\"900\"/><span>Source: Finbold</span></p><p>The client segment was typically cyclical but produced a surprise 109% YoY growth in operating income on the back of adoption of 16-core Ryzen 9950X3D processors and notebook refresh cycles. Gaming revenue declined YoY on the back of semi-custom softness but remained flat sequentially, suggesting potential troughing.</p><p>AMD&#39;s OpEx leverage is also strengthening. Even after swallowing up ZT Systems, non-GAAP OpEx only grew 5% QoQ as R&amp;D intensity continues at ~$1.7B, an indication of AMD investing all through the cycle. Of particular note was adjusted EBITDA of $1.95 billion, 50% margin versus $1.295 billion last year, reflecting platform convergence scale benefits.</p><p>On the balance sheet at the end of Q1, AMD had $7.3 billion in short-term investments and cash on hand, up 42% from the previous quarter, financed in part by $950 million commercial paper and $1.5 billion of new debt to finance the ZT transaction. Debt was at $4.16B but still low compared to equity ($58B) and the FCF path.</p><h2 id=\"id_1478399397\">Valuation Recalibrated: Pricing Power Meets Market Skepticism</h2><p>With a trailing non-GAAP diluted EPS of $0.96 during Q1 2025, AMD&#39;s run-rate on an annualized basis implies forward non-GAAP diluted EPS of approximately $3.84. Applying this to AMD&#39;s trading range of ~$111/share currently, the stock has a price to earnings ratio of ~29x forward non-GAAP earnings. The multiple tightens upon adjusting for AMD&#39;s Q1 gross margin increase, extended operating leverage, and potential gross margin normalization back to 56–58% following the one-time $800M export surcharge in Q2.</p><p>Consensus analysts project AMD&#39;s target price at $197.85 in 12 months, representing ~78% upside from here, and put AMD&#39;s PEG ratio at 0.87, significantly lower than Nvidia&#39;s &gt;1.7 and the ~1.2 peer-group average. That divergence highlights potential mispricing. Although Nvidia is trading on 36x forward earnings with higher growth, AMD&#39;s valuation factors in substantial doubt on it being able to drive MI300X take-up and capture the $500B AI accelerator TAM it now has in its sights with integration of ZT Systems.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9daa604aa4aba45536ebf0a45d9b7e59\" alt=\"Source: market.us\" title=\"Source: market.us\" tg-width=\"916\" tg-height=\"534\"/><span>Source: market.us</span></p><p>Free cash flows also underpin the rerating case. AMD produced $727 million of Q1 FCF (+92% YoY), which translates into an implied ~$2.8 billion FCF annualized, or 2.5% FCF yield. Adjusted for the one-time reserve charge on inventory in Q2, AMD&#39;s normalized FCF yield would be close to 3.2%, which positions it favorably relative to large-cap tech comps at comparable stages of growth.</p><h2 id=\"id_342170036\">Risks: Supply Chains, Export Controls, and Execution Timelines</h2><p>Although the structural thesis stands, AMD has material near-term concerns. The $800M write-off in inventory in Q2, attributed to U.S. export controls for high-end GPUs, is indicative of regulatory vulnerability in AI supply chains. Although management assures these are one-time charges, their effect on quarterly performance and sentiment can be a negative drag on multiple expansion. Second, integration of ZT Systems is in its early innings. Divestiture of manufacturing is in progress, though slippage in realizing rack-level synergies or margin gains has the potential to reset expectations. </p><p>Moreover, AMD&#39;s ROCm ecosystem, although maturing, lingers behind CUDA in terms of community usage, and software compatibility gaps may slow onboarding for risk-averse enterprise customers. In conclusion, there are also wider macro risks at play. A deceleration in hyperscaler CapEx or wider technology multiple compression on the back of rates or geopolitics would put pressure on valuation despite strong fundamentals. Therefore, the bull case is still dependent on timely execution.</p><h2 id=\"id_117697686\">Conclusion: A Misunderstood Compounder at an Inflection Point</h2><p>AMD is quietly transforming from being a component supplier to being an AI-native platform orchestrator. Deep operating leverage in conjunction with aggressive system-level integrations and underappreciated developer traction is causing the market to misprice its equity profile. At present prices, AMD presents one of the most skewed setups in the semis: platform economics in a compounder being priced at cyclical levels. As execution reinforces the rack-scale thesis and ROCm scales, the re-rating is not just possible, it&#39;s likely.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Shift Inside AMD No One Sees</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Shift Inside AMD No One Sees\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-05-26 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>AMD’s Q1 2025 revenue hit $7.4B with 36% YoY growth, driven by EPYC CPUs and MI300 GPUs.</p></li><li><p>The ZT Systems acquisition enables rack-scale integration, expanding AMD’s addressable market and lifting Data Center margins to 25%.</p></li><li><p>ROCm 6.4 and AI container updates deepen developer stickiness, positioning AMD as a CUDA alternative with open-source appeal.</p></li><li><p>With a 2.5% FCF yield and PEG ratio of 0.87, AMD remains undervalued relative to AI growth and peers.</p></li></ul><p>Tradingkey - The general story in the case of <a href=\"https://laohu8.com/S/AMD\">AMD</a> today is one of decent growth, careful optimism, and competitive catch-up. That&#39;s short-sighted. Behind the beat on top-line earnings and cyclical bounce in the PC and gaming verticals, AMD is experiencing a deeper structural transformation with significant consequences. The $7.4 billion Q1 2025 revenue beat and 36% YoY growth merely suggests as much.</p><p>The actual thesis is in the intersection of rack-scale AI infrastructure, re-architected software ecosystem (ROCm), and the ZT Systems acquisition, as it makes AMD a full-stack challenger in the $500 billion AI accelerator TAM. The thesis of the article is that AMD is not just a second-string chipmaker in the shadow of Nvidia but a misunderstood platform company at an inflection point. The current valuation multiples of the market for 29x forward P/E, 2.5% FCF yield and PEG under 0.9 do not factor in AMD&#39;s embedded operating leverage, under-valued data center business, and systems-level differentiation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6de8d62b9e981b9266acd034503bc9a\" alt=\"Source: IoT Analytics\" title=\"Source: IoT Analytics\" tg-width=\"1600\" tg-height=\"1600\"/><span>Source: IoT Analytics</span></p><h2 id=\"id_3739800583\">The Full-Stack Ascent: From Component Supplier to Platform Orchestrator</h2><p>AMD&#39;s Q1 numbers shed light on its changing persona. Data Center revenue grew 57% YoY to $3.7 billion on the strength of EPYC CPU and MI300 Instinct GPU. But the important shift isn&#39;t in unit quantity, it&#39;s in integration. The completion of the ZT Systems merge on March 31, 2025 gave AMD end-to-end design competence for rack-scale systems, in effect bringing itself from silicon vendor to systems integrator. </p><p>That opens AMD&#39;s addressable market and margin profile exponentially. Rack-level design implies higher ASPs, improved power/performance optimization, and closer customer lock-in, typically the domain of Nvidia or vertically integrated hyperscalers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f3d548a4e8aa4564906318f23a0b9f6\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>In the meantime, AMD is using ROCm 6.4 and AI software container deployments to enhance stickiness. Inference and training container bi-weekly updates mark the shift towards developer-driven platform economics rather than hardware share. Collaborations with Oracle, Core42, and Siemens support cross-industry affirmation. AI software integration with MI300-class GPUs replicates Nvidia&#39;s CUDA moat in open-source guise. The ramped-up Ryzen AI PC product line powered by Ryzen AI Max+ and 300 series processors supports the architecture by sowing an edge-to-cloud AI continuum, a play aimed at enabling end-to-end data observability and compute utility.</p><h2 id=\"id_484905983\">The Competitive Landscape: Catching Nvidia with Infrastructure-Led Playbooks</h2><p>Nvidia leads the story and market capitalization, yet AMD&#39;s go-to-market differentiation deserves closer examination. Nvidia has a software moat through CUDA and deep hyperscaler pipelines while AMD is strategically outflanking in a systems play. How the addition of ZT Systems enables it to do rack-level customized deployments tailored to customers&#39; workloads is something Nvidia, which frequently outsources integration, can&#39;t effectively match.</p><p>In addition, AMD&#39;s alliances are not public relations vanity. Oracle&#39;s implementation of MI355X accelerators in hyperscale environments and Core42&#39;s AI deployment in the flagship AI facility for France are real-world indicators of demand elasticity for something other than Nvidia. At the same time, the Open Telecom AI Platform with Jio, Cisco, and Nokia is an example of horizontal alliance strategy as opposed to vertical integration such that the company can scale without controlling every node in the stack. Conversely, Intel is stuck in delays and uneven execution, and Arm-based AI chip vendors do not have the software maturity or ecosystem depth that AMD currently has.</p><p>On an in-per-watt and in-per-TFLOP basis, critically, AMD is pricing aggressively. And with ROCm&#39;s increasing compatibility with top frontier models such as Meta&#39;s Llama 4 and Google&#39;s Gemma 3, the difference between Nvidia&#39;s premium pricing and AMD&#39;s value play becomes a material competitive factor.</p><h2 id=\"id_2517522599\">Strategic &amp; Financial Deep Dive: Where AI Meets Margin Expansion</h2><p>The company&#39;s $0.96 Q1 2025 non-GAAP diluted earnings per share was 55% higher year-over-year on $1.6 billion of net income. Gross margin widened to 54% non-GAAP from 52% in the previous year on richer Ryzen processor mix and strong EPYC pull-through.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e6234df038be656b1a2e96f4b2966b5\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>The company&#39;s free cash flow jumped to $727 million representing a 10% FCF margin amidst high CapEx ($212M) related to integration as well as ramping MI300 production. The Data Center segment by itself generated $932 million of operating income on $3.7 billion of sales, representing a 25% margin.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b79ee8f5e67cf5c0832fd7e07c7dcd31\" alt=\"Source: Finbold\" title=\"Source: Finbold\" tg-width=\"1600\" tg-height=\"900\"/><span>Source: Finbold</span></p><p>The client segment was typically cyclical but produced a surprise 109% YoY growth in operating income on the back of adoption of 16-core Ryzen 9950X3D processors and notebook refresh cycles. Gaming revenue declined YoY on the back of semi-custom softness but remained flat sequentially, suggesting potential troughing.</p><p>AMD&#39;s OpEx leverage is also strengthening. Even after swallowing up ZT Systems, non-GAAP OpEx only grew 5% QoQ as R&amp;D intensity continues at ~$1.7B, an indication of AMD investing all through the cycle. Of particular note was adjusted EBITDA of $1.95 billion, 50% margin versus $1.295 billion last year, reflecting platform convergence scale benefits.</p><p>On the balance sheet at the end of Q1, AMD had $7.3 billion in short-term investments and cash on hand, up 42% from the previous quarter, financed in part by $950 million commercial paper and $1.5 billion of new debt to finance the ZT transaction. Debt was at $4.16B but still low compared to equity ($58B) and the FCF path.</p><h2 id=\"id_1478399397\">Valuation Recalibrated: Pricing Power Meets Market Skepticism</h2><p>With a trailing non-GAAP diluted EPS of $0.96 during Q1 2025, AMD&#39;s run-rate on an annualized basis implies forward non-GAAP diluted EPS of approximately $3.84. Applying this to AMD&#39;s trading range of ~$111/share currently, the stock has a price to earnings ratio of ~29x forward non-GAAP earnings. The multiple tightens upon adjusting for AMD&#39;s Q1 gross margin increase, extended operating leverage, and potential gross margin normalization back to 56–58% following the one-time $800M export surcharge in Q2.</p><p>Consensus analysts project AMD&#39;s target price at $197.85 in 12 months, representing ~78% upside from here, and put AMD&#39;s PEG ratio at 0.87, significantly lower than Nvidia&#39;s &gt;1.7 and the ~1.2 peer-group average. That divergence highlights potential mispricing. Although Nvidia is trading on 36x forward earnings with higher growth, AMD&#39;s valuation factors in substantial doubt on it being able to drive MI300X take-up and capture the $500B AI accelerator TAM it now has in its sights with integration of ZT Systems.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9daa604aa4aba45536ebf0a45d9b7e59\" alt=\"Source: market.us\" title=\"Source: market.us\" tg-width=\"916\" tg-height=\"534\"/><span>Source: market.us</span></p><p>Free cash flows also underpin the rerating case. AMD produced $727 million of Q1 FCF (+92% YoY), which translates into an implied ~$2.8 billion FCF annualized, or 2.5% FCF yield. Adjusted for the one-time reserve charge on inventory in Q2, AMD&#39;s normalized FCF yield would be close to 3.2%, which positions it favorably relative to large-cap tech comps at comparable stages of growth.</p><h2 id=\"id_342170036\">Risks: Supply Chains, Export Controls, and Execution Timelines</h2><p>Although the structural thesis stands, AMD has material near-term concerns. The $800M write-off in inventory in Q2, attributed to U.S. export controls for high-end GPUs, is indicative of regulatory vulnerability in AI supply chains. Although management assures these are one-time charges, their effect on quarterly performance and sentiment can be a negative drag on multiple expansion. Second, integration of ZT Systems is in its early innings. Divestiture of manufacturing is in progress, though slippage in realizing rack-level synergies or margin gains has the potential to reset expectations. </p><p>Moreover, AMD&#39;s ROCm ecosystem, although maturing, lingers behind CUDA in terms of community usage, and software compatibility gaps may slow onboarding for risk-averse enterprise customers. In conclusion, there are also wider macro risks at play. A deceleration in hyperscaler CapEx or wider technology multiple compression on the back of rates or geopolitics would put pressure on valuation despite strong fundamentals. Therefore, the bull case is still dependent on timely execution.</p><h2 id=\"id_117697686\">Conclusion: A Misunderstood Compounder at an Inflection Point</h2><p>AMD is quietly transforming from being a component supplier to being an AI-native platform orchestrator. Deep operating leverage in conjunction with aggressive system-level integrations and underappreciated developer traction is causing the market to misprice its equity profile. At present prices, AMD presents one of the most skewed setups in the semis: platform economics in a compounder being priced at cyclical levels. As execution reinforces the rack-scale thesis and ROCm scales, the re-rating is not just possible, it&#39;s likely.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4527":"明星科技股","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","AMD":"美国超微公司","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250722452-shift-inside-amd-no-one-sees-tradingkey-yiannis-zourmpanos","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537138402","content_text":"AMD’s Q1 2025 revenue hit $7.4B with 36% YoY growth, driven by EPYC CPUs and MI300 GPUs.The ZT Systems acquisition enables rack-scale integration, expanding AMD’s addressable market and lifting Data Center margins to 25%.ROCm 6.4 and AI container updates deepen developer stickiness, positioning AMD as a CUDA alternative with open-source appeal.With a 2.5% FCF yield and PEG ratio of 0.87, AMD remains undervalued relative to AI growth and peers.Tradingkey - The general story in the case of AMD today is one of decent growth, careful optimism, and competitive catch-up. That's short-sighted. Behind the beat on top-line earnings and cyclical bounce in the PC and gaming verticals, AMD is experiencing a deeper structural transformation with significant consequences. The $7.4 billion Q1 2025 revenue beat and 36% YoY growth merely suggests as much.The actual thesis is in the intersection of rack-scale AI infrastructure, re-architected software ecosystem (ROCm), and the ZT Systems acquisition, as it makes AMD a full-stack challenger in the $500 billion AI accelerator TAM. The thesis of the article is that AMD is not just a second-string chipmaker in the shadow of Nvidia but a misunderstood platform company at an inflection point. The current valuation multiples of the market for 29x forward P/E, 2.5% FCF yield and PEG under 0.9 do not factor in AMD's embedded operating leverage, under-valued data center business, and systems-level differentiation.Source: IoT AnalyticsThe Full-Stack Ascent: From Component Supplier to Platform OrchestratorAMD's Q1 numbers shed light on its changing persona. Data Center revenue grew 57% YoY to $3.7 billion on the strength of EPYC CPU and MI300 Instinct GPU. But the important shift isn't in unit quantity, it's in integration. The completion of the ZT Systems merge on March 31, 2025 gave AMD end-to-end design competence for rack-scale systems, in effect bringing itself from silicon vendor to systems integrator. That opens AMD's addressable market and margin profile exponentially. Rack-level design implies higher ASPs, improved power/performance optimization, and closer customer lock-in, typically the domain of Nvidia or vertically integrated hyperscalers.Source: AMD’s First Quarter 2025 Financial ResultsIn the meantime, AMD is using ROCm 6.4 and AI software container deployments to enhance stickiness. Inference and training container bi-weekly updates mark the shift towards developer-driven platform economics rather than hardware share. Collaborations with Oracle, Core42, and Siemens support cross-industry affirmation. AI software integration with MI300-class GPUs replicates Nvidia's CUDA moat in open-source guise. The ramped-up Ryzen AI PC product line powered by Ryzen AI Max+ and 300 series processors supports the architecture by sowing an edge-to-cloud AI continuum, a play aimed at enabling end-to-end data observability and compute utility.The Competitive Landscape: Catching Nvidia with Infrastructure-Led PlaybooksNvidia leads the story and market capitalization, yet AMD's go-to-market differentiation deserves closer examination. Nvidia has a software moat through CUDA and deep hyperscaler pipelines while AMD is strategically outflanking in a systems play. How the addition of ZT Systems enables it to do rack-level customized deployments tailored to customers' workloads is something Nvidia, which frequently outsources integration, can't effectively match.In addition, AMD's alliances are not public relations vanity. Oracle's implementation of MI355X accelerators in hyperscale environments and Core42's AI deployment in the flagship AI facility for France are real-world indicators of demand elasticity for something other than Nvidia. At the same time, the Open Telecom AI Platform with Jio, Cisco, and Nokia is an example of horizontal alliance strategy as opposed to vertical integration such that the company can scale without controlling every node in the stack. Conversely, Intel is stuck in delays and uneven execution, and Arm-based AI chip vendors do not have the software maturity or ecosystem depth that AMD currently has.On an in-per-watt and in-per-TFLOP basis, critically, AMD is pricing aggressively. And with ROCm's increasing compatibility with top frontier models such as Meta's Llama 4 and Google's Gemma 3, the difference between Nvidia's premium pricing and AMD's value play becomes a material competitive factor.Strategic & Financial Deep Dive: Where AI Meets Margin ExpansionThe company's $0.96 Q1 2025 non-GAAP diluted earnings per share was 55% higher year-over-year on $1.6 billion of net income. Gross margin widened to 54% non-GAAP from 52% in the previous year on richer Ryzen processor mix and strong EPYC pull-through.Source: AMD’s First Quarter 2025 Financial ResultsThe company's free cash flow jumped to $727 million representing a 10% FCF margin amidst high CapEx ($212M) related to integration as well as ramping MI300 production. The Data Center segment by itself generated $932 million of operating income on $3.7 billion of sales, representing a 25% margin.Source: FinboldThe client segment was typically cyclical but produced a surprise 109% YoY growth in operating income on the back of adoption of 16-core Ryzen 9950X3D processors and notebook refresh cycles. Gaming revenue declined YoY on the back of semi-custom softness but remained flat sequentially, suggesting potential troughing.AMD's OpEx leverage is also strengthening. Even after swallowing up ZT Systems, non-GAAP OpEx only grew 5% QoQ as R&D intensity continues at ~$1.7B, an indication of AMD investing all through the cycle. Of particular note was adjusted EBITDA of $1.95 billion, 50% margin versus $1.295 billion last year, reflecting platform convergence scale benefits.On the balance sheet at the end of Q1, AMD had $7.3 billion in short-term investments and cash on hand, up 42% from the previous quarter, financed in part by $950 million commercial paper and $1.5 billion of new debt to finance the ZT transaction. Debt was at $4.16B but still low compared to equity ($58B) and the FCF path.Valuation Recalibrated: Pricing Power Meets Market SkepticismWith a trailing non-GAAP diluted EPS of $0.96 during Q1 2025, AMD's run-rate on an annualized basis implies forward non-GAAP diluted EPS of approximately $3.84. Applying this to AMD's trading range of ~$111/share currently, the stock has a price to earnings ratio of ~29x forward non-GAAP earnings. The multiple tightens upon adjusting for AMD's Q1 gross margin increase, extended operating leverage, and potential gross margin normalization back to 56–58% following the one-time $800M export surcharge in Q2.Consensus analysts project AMD's target price at $197.85 in 12 months, representing ~78% upside from here, and put AMD's PEG ratio at 0.87, significantly lower than Nvidia's >1.7 and the ~1.2 peer-group average. That divergence highlights potential mispricing. Although Nvidia is trading on 36x forward earnings with higher growth, AMD's valuation factors in substantial doubt on it being able to drive MI300X take-up and capture the $500B AI accelerator TAM it now has in its sights with integration of ZT Systems.Source: market.usFree cash flows also underpin the rerating case. AMD produced $727 million of Q1 FCF (+92% YoY), which translates into an implied ~$2.8 billion FCF annualized, or 2.5% FCF yield. Adjusted for the one-time reserve charge on inventory in Q2, AMD's normalized FCF yield would be close to 3.2%, which positions it favorably relative to large-cap tech comps at comparable stages of growth.Risks: Supply Chains, Export Controls, and Execution TimelinesAlthough the structural thesis stands, AMD has material near-term concerns. The $800M write-off in inventory in Q2, attributed to U.S. export controls for high-end GPUs, is indicative of regulatory vulnerability in AI supply chains. Although management assures these are one-time charges, their effect on quarterly performance and sentiment can be a negative drag on multiple expansion. Second, integration of ZT Systems is in its early innings. Divestiture of manufacturing is in progress, though slippage in realizing rack-level synergies or margin gains has the potential to reset expectations. Moreover, AMD's ROCm ecosystem, although maturing, lingers behind CUDA in terms of community usage, and software compatibility gaps may slow onboarding for risk-averse enterprise customers. In conclusion, there are also wider macro risks at play. A deceleration in hyperscaler CapEx or wider technology multiple compression on the back of rates or geopolitics would put pressure on valuation despite strong fundamentals. Therefore, the bull case is still dependent on timely execution.Conclusion: A Misunderstood Compounder at an Inflection PointAMD is quietly transforming from being a component supplier to being an AI-native platform orchestrator. Deep operating leverage in conjunction with aggressive system-level integrations and underappreciated developer traction is causing the market to misprice its equity profile. At present prices, AMD presents one of the most skewed setups in the semis: platform economics in a compounder being priced at cyclical levels. As execution reinforces the rack-scale thesis and ROCm scales, the re-rating is not just possible, it's likely.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":2405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":454106385314408,"gmtCreate":1751896310616,"gmtModify":1751896314484,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","listText":"<a href=\"https://ttm.financial/S/CHA\">$Chagee Holdings Limited(CHA)$</a> sold all units, enough to&nbsp;buy Chagee drinks for a week 😆","text":"$Chagee Holdings Limited(CHA)$ sold all units, enough to buy Chagee drinks for a week 😆","images":[{"img":"https://community-static.tradeup.com/news/b73d91b2cab43b08f603f714724282e3","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/454106385314408","isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":579401678787872,"gmtCreate":1782485596455,"gmtModify":1782485599328,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Well summarised&nbsp;","listText":"Well summarised&nbsp;","text":"Well summarised","images":[{"img":"https://community-static.tradeup.com/news/84227c443a72bdb28fc02cfa7a57a6f6","width":"1284","height":"3262"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579401678787872","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":576516247982200,"gmtCreate":1781775984670,"gmtModify":1781775987631,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Attention to SpaceX","listText":"Attention to SpaceX","text":"Attention to SpaceX","images":[{"img":"https://community-static.tradeup.com/news/1f92e1579db064f24b60d25b39aa3e67","width":"1284","height":"2542"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/576516247982200","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":576149780496384,"gmtCreate":1781669926208,"gmtModify":1781669929154,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"MANGOS","listText":"MANGOS","text":"MANGOS","images":[{"img":"https://community-static.tradeup.com/news/a389645f81e9709a672d3d4e90bdb0e7","width":"1284","height":"2558"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/576149780496384","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":559266824557176,"gmtCreate":1777571545138,"gmtModify":1777571547330,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559266824557176","repostId":"559165763809720","repostType":1,"repost":{"id":559165763809720,"gmtCreate":1777547791059,"gmtModify":1777617600062,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Big Tech Divorce: GOOG New High, Meta Slide! How Do Banks View Post-Earnings?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> rallied after-hours. <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropped -2%, <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","text":"$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share","images":[{"img":"https://community-static.tradeup.com/news/157d2bac94a2d65b4bbdcb3f6ad0feb5"},{"img":"https://community-static.tradeup.com/news/874730463c3fcdd87b882c291a386fe7"},{"img":"https://community-static.tradeup.com/news/747e1ace1cbed19bfe26e90179ad59f0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559165763809720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552361931609096,"gmtCreate":1775864890105,"gmtModify":1775864893648,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552361931609096","repostId":"552051505496560","repostType":1,"repost":{"id":552051505496560,"gmtCreate":1775789320176,"gmtModify":1775890200336,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NBIS vs CRWV - The Fight Goes On !","htmlText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","listText":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> while covering the then red-hot <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - <a href=\"https://ttm.financial/post/515876881670560\" target=\"_blank\">NBIS: Safer Haven or CRWV 2.0 ? Buy ?</a> 26 Aug 2025 - <a href=\"https://ttm.financial/post/471607111344192\" target=\"_blank\">CoreWeave the NEW Palantir. Not so fast !&lt;</a>","text":"I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<","images":[{"img":"https://community-static.tradeup.com/news/31abb9bd2c50d7d708bc6167ef0c0146","width":"545","height":"313"},{"img":"https://community-static.tradeup.com/news/f1311d5566b8bcccc607fd7ecf7c9ef7","width":"1022","height":"369"},{"img":"https://community-static.tradeup.com/news/3e44d7e1dd83e489ddce9702ea9b9ef3","width":"552","height":"109"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552051505496560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532372620326232,"gmtCreate":1770995493620,"gmtModify":1770995496040,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532372620326232","repostId":"532220514599640","repostType":1,"repost":{"id":532220514599640,"gmtCreate":1770958325700,"gmtModify":1771030800540,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"XLV - Answer to Volatile US Market & Strong Jobs?","htmlText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","listText":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","text":"According to revised federal data, US economy experienced almost zero job growth in 2025. Preliminary data had indicated that the US economy added 584,000 jobs last year. However, US Bureau of Labour Statistics (BLS) revised that number after it received additional state data and found that the labour market had added only 181,000 jobs in all of 2025. This is far fewer than the 1.46 million jobs that were added in 2024. (see below) It will go down US jobs’ history as the worst year for hiring since 2020, or since 2003 outside of a recession. Additionally, the BLS subtracted 862,000 jobs from March 2024 - March 2025, as part of its annual benchmark revisions. Wednesday’s revisions also show that US labour market (in 2025) contracted for 4 months (January, June, August and October) instead o","images":[{"img":"https://community-static.tradeup.com/news/3bae6b9271132f7727c9842b85363afa","width":"895","height":"324"},{"img":"https://community-static.tradeup.com/news/29712b8c85dda90fd73b7ed7bbe33cc8","width":"1067","height":"609"},{"img":"https://community-static.tradeup.com/news/9e4615da0f80724a1bd522548c1e5272","width":"710","height":"211"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532220514599640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529237969179184,"gmtCreate":1770230700183,"gmtModify":1770230704114,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529237969179184","repostId":"529169361367688","repostType":1,"repost":{"id":529169361367688,"gmtCreate":1770222807187,"gmtModify":1770243002279,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?","htmlText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","listText":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While <a href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","text":"Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So","images":[{"img":"https://community-static.tradeup.com/news/7db2cf48d91a1bf9bbc11aa0cb3adfa2"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529169361367688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442779440005160,"gmtCreate":1749113323865,"gmtModify":1749114540481,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442779440005160","repostId":"442625758359848","repostType":1,"repost":{"id":442625758359848,"gmtCreate":1749085229992,"gmtModify":1749119402492,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125570196865622","idStr":"4125570196865622"},"themes":[],"title":"Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?","htmlText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","listText":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has done it again—zipped past <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","text":"As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? $NVIDIA(NVDA)$ has done it again—zipped past $Microsoft(MSFT)$ to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.","images":[{"img":"https://community-static.tradeup.com/news/00186d06650243dc7e78d4ea629b4f55","width":"1800","height":"1800"},{"img":"https://community-static.tradeup.com/news/984a5f913d6f78cfc9e1693bdf1293b0","width":"2500","height":"1542"},{"img":"https://community-static.tradeup.com/news/71eea083cfc3b1c60f926247ceade5bf","width":"1800","height":"1800"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442625758359848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439562212880696,"gmtCreate":1748343670630,"gmtModify":1748352265182,"author":{"id":"4191716745074982","authorId":"4191716745074982","name":"Voon Li Ching","avatar":"https://community-static.tradeup.com/news/79cfb9c1c8f8ee30be379f50b3d90193","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4191716745074982","idStr":"4191716745074982"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Futu Holdings Limited(FUTU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439562212880696","isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}