To The Moon

$阿斯麦(ASML)$  6666！

Twenty times the big bull stocks and the "little Tencent" sea in Southeast Asia released the second quarter financial report before the U.S. stock market on August 17. The strong financial data pushed the share price of sea up 6% to a record high! To the moon is my most obvious feeling after reading this financial report. In terms of overall revenue, sea's revenue in the second quarter was US $2.28 billion, a year-on-year increase of 159%, and the growth rate reached a new high in recent years! In terms of business, the revenue of the digital entertainment department, the main game business, was US $1 billion, a year-on-year increase of 166.8%; The revenue of e-commerce department was US $1 billion, a year-on-year increase of 174%; Commodity sales revenue was US $260 million, a year-on-yea

AMD$AMD(AMD)$ , the chip giant, released its second-quarter financial report last night. As usual, its performance exceeded market expectations. When talking about the competition with old rival Intel, AMD CEO Su Zifeng said that he would "fight for every CPU slot"! With strong performance and advanced product portfolio, AMD eagerly raised its annual revenue growth rate in 2021 from 50% previously expected to 60%. If AMD is on the road of revival before 2021, AMD will start to be aggressive after that, and its old rival Intel will be attacked from left to right! Under the blessing of favorable financial reports, AMD's share price rose slightly by 1% after hours, which seems to be sorry for the financial reports that exceeded expectatio

ASML$ASML Holding NV(ASML)$ , the overlord of lithography machine, has just released its second-quarter financial report. Its single-quarter revenue is slightly lower than expected, and its net profit is slightly higher than expected. There is no surprise or shock on the whole. However, there are two exciting figures. One is that the scheduled value of lithography machines has reached 8.27 billion euros, a record, and the total order backlog has reached 17.5 billion euros. The other is that Asml raised its revenue growth rate in 2021 from 30% to 35%! The situation is excellent, and Asml is almost a king forever! After the financial report was released, the trading price of Asml in Amsterdam market rose by over 4%! Q2 is slightly lower than market exp

Before the market on July 15th,$Taiwan Semiconductor Manufacturing(TSM)$ , the king of chip foundry, announced Q2 financial report. From the data point of view, the revenue continued to soar under the shortage of semiconductor supply, but the profitability turned downward under the pressure of capital expenditure and raw material price increase, and the net profit fell short of market expectations. Before the US stock market, Taiwan Semiconductor Manufacturing shares fell slightly by 1.6%. Revenue is hot, and net profit has hidden warning! Taiwan Semiconductor Manufacturing's revenue has never been a secret. At the beginning of each month, Taiwan Semiconductor Manufacturing will announce the revenue of last month in official website. Therefore, Taiwan

Last night, the once 'mobile King' Nokia rose 9.5%, attracting the attention of many investors. So far, Nokia's share price has risen by 50% in 2021! With such a huge increase, what changes have taken place in Nokia's fundamentals? Is the surge a flash in the pan or a signal of the return of the king? ​ Missing the wave of smartphones, Nokia's plummeted by 90% from the top! Nokia was once the 'mobile phone empire', with a market share of 50%, and 'arcade' once became synonymous with Nokia. However, in the era of smart phones, Nokia insisted on building its own operating system outside Apple and Android, and its strategic positioning still focused on security, thus missing the era of smart phones. After Nokia sold its mobile phone business to Microsof