To The Moon

👋 Hi Tigers, A notable shift has just emerged in the mining industry. The latest earnings report from BHP, the world’s largest mining company, shows that copper has surpassed iron ore as the company’s biggest profit contributor for the first time in history. At first glance, this may seem like just a small change in the earnings report. However, many commodity analysts believe it could signal a structural shift in global resource demand. Today, let’s quickly break down the key takeaways from this report. 📊 Key Earnings Today: $BHP Billiton(BHP)$ Core figures at a glance: Net profit (first half): +30% year-over-year Total revenue: $27.9 billion, +11% YoY Copper segment: Became the largest profit contributor for the first time Iron ore segment: Reve

⭐ Highlights: Leadership Shakeup: CEO Shantanu Narayen to step down after 18 years; stock plunged ~8% in pre-market Friday. Earnings Paradox: Adobe hit a record $6.4B revenue, yet the stock has plummeted ~23% in 2026 to a 3-year low. Divided Outlook: Wall Street is split on Adobe's recovery, with target prices varying wildly from $300 to $510. On March 13, software giant $Adobe(ADBE)$ (ADBE.US) delivered a bit of a "shocker." The company announced that Shantanu Narayen, its CEO of 18 years, will step down once a successor is found. The news sent shockwaves through the market, with $Adobe(ADBE)$ stock falling close to 8% in pre-market Friday trading immediately following the announcement. Despite reportin

Hi, Tigers~ 👋 Last night after the U.S. market closed, one company sparked major debate among investors — and it wasn’t NVIDIA or Tesla. It was $Oracle(ORCL)$ . When the earnings report first came out, the market was focused on the surge in AI-related orders. But the narrative quickly shifted: 📉 The stock plunged more than 10% in after-hours trading 💸 Over $40 billion in market value was wiped out So the question is: If orders are hitting record highs and AI demand is booming, why did the stock drop instead? Today, let’s break down this earnings report. 1. Key Earnings Highlights: Orders Are Booming, but Cash Flow Pressure Is Huge Let’s start with a few key numbers. Q3 Revenue: $16.1 billion Roughly flat compared with the previous quarter From a r

Today’s earnings headlines came from three very different corners of the market — AI chips, memory storage, and biotech. But they share one theme: big catalysts move stocks fast.1. $Broadcom(AVGO)$: AI Business Keeps AcceleratingBroadcom said its AI chip revenue could top $100B by 2027. That’s an eye-catching number. For this quarter alone, AI revenue already hit $10.7B, slightly ahead of expectations.Overall revenue came in around $19.3B, basically in line with estimates. EPS landed at $1.50, a modest beat.The market liked the direction. Shares moved about 4% higher after hours.What’s driving the optimism?Demand for custom AI accelerators is exploding. Broadcom is deeply tied into hyperscalers like $Alphabet

$Oracle(ORCL)$’s stock just surged over 8% in after-hours trading! 📈 Driven by the AI data center boom, the company crushed Wall Street estimates and delivered its strongest earnings report in 15 years. 🚀 However, this historic win can't hide its massive financial pressures. $Oracle(ORCL)$ currently faces liabilities exceeding $100 billion,⚠️coupled with rumors of 30,000 layoffs for an AI-driven restructuring. So, is the market being overly optimistic, or is $Oracle(ORCL)$ truly the next AI powerhouse? 🤔 Let’s break down the core financials, the underlying risks, and the valuation outlook. 👇 1. 💵Did AI Just Supercharge Oracle’s Balance Sheet? Historic Highs : Tot

$Goldman Sachs(GS)$ expects $Broadcom(AVGO)$'s stock to rise following strong quarterly results and guidance that beat market expectations, driven by outstanding AI semiconductor performance. 🎯 Consequently, the firm reiterates a "Buy" rating with an increased price target of $480. 📈 Crushing Estimates: Broadcom's Actuals VS Projections $Broadcom(AVGO)$ delivered stellar Q1 results with $19.3 billion in total revenue, matching $Goldman Sachs(GS)$ and beating the Street's $19.2 billion. Looking ahead, Q2 revenue guidance is set at a massive $22.0 billion, crushing the Street's $20.5 billion forecast. Profitability also shined

😜 Hi Tigers, We invite you to take a closer look at the key earnings reports and major market themes to watch this week. In this post, we have highlighted the key stocks to monitor regarding AI demand, China's consumption recovery, retail tariff impacts, and software SaaS resilience ahead of their upcoming earnings. Before we dive in, check out our related weekly insights: 🎁 Weekly Higher EPS Estimates: AVGO, COST, PBR, CRWD, MRVL & More https://ttm.financial/post/538199744599576 🎁 Capturing Top 10 Ex_dividend: PIPR, GS, LMT, MCD, CI... https://ttm.financial/post/538208507041384 Now, let's dive into the core market themes and key earnings reports you need to watch this week

$Coinbase Global, Inc.(COIN)$ is set to report its Q4 2025 earnings after market close on Thursday, Feb 12 (ET) Consensus expectations for the quarter point to revenue of approximately $1.87 billion (-0.4% YoY), adjusted EPS of about $0.68 (-62% YoY), and EBIT of roughly $413 million (-16% YoY). In short, revenue is expected to hold up, while profitability remains under pressure At the same time, COIN remains driven by its Trading + Subscription & Services model, with growing debate around stablecoin regulation (CLARITY Act) adding uncertainty. So the question is simple: After earnings, does COIN go up or down? 🎁Events Details What do you think will happen after the earnings? 💬 Comment below with your predicted closing price on Feb 13 (in USD, tw

This week, two tech giants are stepping into the earnings spotlight: $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ . One is an AI-fueled advertising and cloud powerhouse, the other a cash machine running on e-commerce, AWS, and retail media. Both will report Q4 results — but only one may win Wall Street’s favor. 📊 Earnings Preview $Alphabet(GOOG)$ (Reports after market close, Feb 4) Estimated Q4 revenue: $111.4B (+15.3% YoY) Estimated EPS: $2.63 (+23.7% YoY) Key focus: AI-powered ad growth (Search + YouTube), Google Cloud margin expansion, Gemini model rollout, TPU chip commercialization. 📞 Earnings call: Feb 5, 5:30 AM SGT →

😀Hi Tigers, We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season. In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from February 2 to February 6. 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies. 2. Weekly List of Stocks