To The Moon

$Google (GOOG) $Announced a series of very solid results for Q3 FY25 following the earnings release, leading its share price to jump sharply after the earnings release, with total revenue increasing 16% year over year to $102.3 billion (well above consensus estimates).Google's Services segment, which includes the Search and YouTube segments and Google Networks, grew 14% year over year to an impressive $87.1 billion. Digging further, search revenue grew 15% year over year to $56.6 billion, suggesting that the fundamentals of this business line aren't making any real impact.YouTube advertising and subscriptions, platforms, and devices all performed well, rising 15% and 21% year over year to $10.3 billion and $12.9 billion, respectively.On November 6, t

Musk revealed on November 5 that,$Tesla (TSLA) $Self-developed AI5 chip samples are expected to be launched in 2026, and mass production is planned in 2027. The performance of the next generation AI6 chip will be approximately tripled, and it is expected to enter mass production in mid-2028.The AI5 chip will be manufactured in different versions by TSMC and Samsung Electronics respectively, with a computing power of 2000 to 2500 TOPS, which is five times that of the current HW4 chip, and can support more complex FSD algorithms. Musk said that Tesla's AI chip route focuses on end-to-end autonomous driving reasoning and removes redundant modules in traditional GPU designs to achieve higher energy efficiency and performance.At the same time, Tesla's ann

Investor Michael Burry's fund showed in its latest 13F report filed with the U.S. Securities and Exchange Commission (SEC) that Scion Asset Management, which he manages, bought put options on Nvidia and Palantir on a large scale. Targeting$Nvidia (NVDA) $The put contract of about 1 million shares (notional value of about 187 million US dollars), and about 5 million shares of Palantir (notional value of about 912 million US dollars)-the two combined are about 1.1 billion US dollars, accounting for about 80% of the fund's disclosed holdings.Burry's move was interpreted by the market as his strong skepticism about the AI boom (especially Nvidia in the field of chip + AI hardware and Palantir in the field of AI software/data analysis).Nvidia shares fell

$Advanced Micro Corporation (AMD) $It is expected to release Q3 earnings on November 4, 2025 (after market close EST). AMD management expects 3Q2025 revenue to be approximatelyUS $8.7 billion (± 300 million), median quarter-on-quarter growth of approximately13%, slightly above the market consensus$8.75 billion。 Corporate GuidelinesNon-GAAP gross marginApproximately 54%, operating expenses approximately$2.55 billion。 Although no EPS forecast has been released, analysts generally expect Q3 EPS to reach$1.17。 This means that AMD is steadily entering a new growth cycle driven by AI and data centers.The biggest highlight of this season isMass production climb of MI350 AI accelerator。 AMD started mass production ahead of schedule in June, and is expected to

$Apple (AAPL) $Last week announced its financial results for the fourth quarter of fiscal 2025, which ended September 27, 2025. Revenue for the quarter was $102.5 billion (up 8% year-over-year), product revenue was $73.7 billion and service revenue was $28.8 billion. Earnings per share reached $1.85. This data is slightly better than market expectations for revenue of about 102.2 billion US dollars and EPS of about 1.77 US dollars. Gross margin was 47.2%, net income was $27.5 billion, and operating cash flow was $29.7 billion.iPhone revenue was $49 billion, up 6% year-over-year. Mac revenue was $8.7 billion, up 13%. iPad revenue of $7 billion. Wearables, Home and Accessories revenue was $9 billion. Service revenue reached approximately US $2.88 billi

$Apple (AAPL) $Expected to beOctober 30, 2025 After Hours EDTReleased its fourth quarter fiscal 2025 results. The market currently expects Apple's Q4 revenue to reach US $101.7 billion, with earnings per share of US $1.76. The company reported third-quarter revenue of $94 billion and EPS of $1.57. If the reported fourth-quarter results are in line with market expectations, it will reflect steady growth compared to the previous quarter.iPhone 17 hot sales drive optimistic expectationsDespite the uncertainty of Sino-US trade and the pressure of competition in the Chinese market, analysts are generally optimistic about Apple's recent performance. The demand for the iPhone 17 series has been strong since its release. According to Counterpoint data, its s

$Microsoft (MSFT) $It is scheduled to announce first-quarter fiscal 2026 results on Oct. 29. Wall Street expects this Microsoft FY26 Q1 EPS of $3.66 and revenue of $75.39 billion, implying an increase of 14.9% for the quarter.In the last reported quarter, the company delivered an earnings surprise of 8.96%. The company beat the consensus earnings estimate in each of the trailing four quarters, with an average surprise of 7.02%.Microsoft is about to announce its financial report for the first quarter of fiscal year 2026 (FY26 Q1, covering July-September 2025). The market generally expects its performance to continue to benefit from strong demand for cloud computing and artificial intelligence infrastructure. The company accelerated its AI strategic la

$META Platforms, Inc. (META) $Third Quarter 2025 Financial Results will be released on Wednesday, October 29, 2025 after the market closes.Wall Street analysts expect META Platforms (META) to report quarterly earnings of $6.60 per share in its upcoming report, representing a year-over-year increase of 9.5%. Revenue is expected to reach $49.43 billion, up 21.8% from the year-ago quarter.META Platforms (META) is relying on strong ad revenue growth prospects to fuel its business. Despite macroeconomic uncertainty, Meta's ad revenue is expected to benefit from continued strong growth in ad spend as advertisers leverage its increasingly powerful artificial intelligence (AI) capabilities to deliver.According to the Zacks Consensus Estimate, Meta's ad reven

$UnitedHealth (UNH) $Set to announce its third-quarter financial results on Oct. 28, investors are watching closely after a tough year for the health insurance giant.Wall Street expects UnitedHealth's third-quarter revenue to be about $113.04 billion and earnings per share to be close to $2.82, implying revenue growth of about 12% and earnings per share decline of 61% year-over-year. Analysts will focus on Medicare Advantage margins, medical loss rates, Optum Health results, and any management comments on the DOJ investigation or guidance.UnitedHealthcare Business: Growth and Cost Pressures CoexistMembership and revenue are still growing steadily, but Medicare Advantage membership growth has slowed down significantly-the full-year target has been lowe

$Intel (INTC) $The Company will announce its third-quarter financial results immediately after the stock market closes on October 23, 2025.Morgan Stanley said in Monday's earnings preview that Intel (INTC) is on track to deliver beat-expectations results in the third quarter, helped by a better outlook for the server market and a possible better-than-expected PC environment. Ahead of Intel's quarterly earnings report on Thursday, Morgan Stanley said it now expects the company to earn non-GAAP earnings of $0.06 per share and revenue of $13.22 billion, beating the consensus non-GAAP earnings of $0.01 per share and revenue of $13.15 billion.Morgan Stanley's previous forecast for Intel was non-GAAP earnings per share of $0.03 and revenue of $13.18 billio