To The Moon

$Qualcomm(QCOM)$ After hours on the U.S. stock market, Qualcomm released its Q4 2024 earnings report, beating expectations and pushing the stock up by 6.3% post-close.The report showed Q4 revenue of $10.24 billion, exceeding the forecast of $9.906 billion, and EPS of $2.59, above the expected $2.40. Looking ahead, Qualcomm projects next quarter's revenue between $10.5 and $11.3 billion, higher than analysts’ forecast of $10.54 billion, with EPS between $2.85 and $3.05, above the expected $2.81.Despite strong results, Qualcomm’s stock has underperformed both the semiconductor sector and the broader market this half-year, pressured by rumors that ARM might cut off supply. However, growth potential in mobile chips, PC, and automotive markets offers Q

$ARM Holdings Ltd(ARM)$ ARM released its Q2 FY2025 report for the period ending September 30, surpassing expectations. However, its stock fell 5% after-hours as its guidance for the next quarter fell below market estimates.Q2 Performance OverviewARM’s Q2 revenue and profit both exceeded expectations:Revenue reached $844 million, up 4.7% year-over-year, surpassing analysts’ expectations of $810 million.This 4.7% growth rate is lower than its previous growth of about 40%.ARM’s revenue primarily depends on tech licensing, which can fluctuate due to large contracts. However, over time, ARM maintains steady growth. For Q3, management expects revenue between $920 million and $970 million, with the upper limit representing a growth rate of 17.7%, although

Last night, a historic moment occurred: $NVIDIA Corp(NVDA)$ 's market value surpassed $Apple(AAPL)$ ’s, making it the world’s most valuable company.This isn’t the first time NVIDIA has overtaken Apple. Back in June, it briefly passed Apple—though that lasted only a day. But this time, it might be different. NVIDIA could widen the gap and solidify its position as the global stock leader.Why Is This Happening?The reason behind NVIDIA’s rise is clear: it’s benefiting from the booming AI industry, with massive earnings growth. Meanwhile, Apple is struggling. Its latest iPhone sales are weak, and the company has little to show in terms of AI development.Foxconn, one of Apple’s main manufacturing partners, repo

$Li Auto(LI)$ Li Auto’s Q3 earnings report beat market expectations, with impressive revenue and gross margin results. However, its Q4 revenue guidance fell short, causing the stock to drop 6% pre-market.I had predicted that Q3 performance would exceed expectations, given sales data that outpaced analysts’ estimates. Revenue followed suit, driven by strong sales, with the only uncertainty being gross margin. With analyst expectations for margin set low, Li Auto’s actual Q3 gross margin came in higher, limiting its impact on the stock price. The real focus is now on Q4 guidance.Li Auto projects Q4 revenue at RMB 432-459 billion, a year-on-year growth of 3.5%-10%, below the expected RMB 360 billion. It forecasts sales between 160,000-170,000 units, wi

$Intel(INTC)$ Yesterday, Intel, once a giant in the chip industry, released its third-quarter earnings report, which surpassed expectations, leading to a 7% increase in its stock price.The report revealed that Intel's revenue for the third quarter was $13.28 billion, slightly above the analyst estimate of $13.025 billion. However, due to a significant increase in restructuring and impairment charges, earnings per share fell well below expectations. Since these charges are one-time events, the disappointing profit figures did not overly concern investors.So, has Intel truly emerged from its low point? Will it rebound in the future? Intel was once the leader in the chip market, monopolizing the CPU space. However, as AMD rose and Intel's manufa

$Palantir Technologies Inc.(PLTR)$ ’s stock has been on fire over the past few months, now trading at all-time highs. Analysts have cashed in on half their holdings, citing valuation risks that can no longer be ignored. However, they are holding on to the other half, given the company’s long-term potential.For new investors, the current price seems risky. Waiting for a pullback would provide a better margin of safety before adding it to a portfolio.Soaring Performance Outpaces the MarketIn just three months, Palantir’s stock has skyrocketed by 60%, far outperforming the broader market. After this stunning rally, analysts decided to lock in profits by selling half their shares.The reasoning? The stock has blown past optimistic target prices. Anothe

In 2024, $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ continued to sell off shares of $Bank of America(BAC)$ , cutting down on BAC's returns. Between early September and October alone, Berkshire sold around $2 billion in BAC shares, following a sell-off that began back in the spring. This reduction brings Berkshire’s BAC stake below 10%, which is key.Once the holding falls under 10%, Berkshire is no longer required to “promptly” report future sales. With this level reached, Berkshire may keep reducing its stake without publicizing each sale, especially if BAC’s price rises—more sales are almost inevitable.Analysts’ Optimism Fuels Market Despite Berksh

$Amazon.com(AMZN)$ is set to release its Q3 2024 earnings on October 31, with revenue expected to grow by 11% to $157.16 billion, and earnings per share projected to rise by 32% to $1.14.So far, Amazon's performance this year has matched the $.SPX(.SPX)$ and $NASDAQ 100(NDX)$ . However, given its revenue and profit growth prospects, and its relatively attractive valuation compared to other members of the "Mag 7," Amazon’s stock could outperform next year. With AWS and advertising as key growth drivers, the stock has about 25% upside from current levels.AWS Momentum: A Key Growth DriverAWS’s growth momentum looks set

$Seagate Technology PLC(STX)$ , the hard drive giant, reported an extraordinary performance in the Q1 2025 financial report, with revenue and profit surpassing analyst expectations. Despite this, the stock price plummeted by 5% in after-hours trading.Surpassing ExpectationsSeagate's Q1 2025 revenue soared to $21.68 billion, marking a remarkable 49% year-over-year growth, exceeding the expected $21.3 billion.The adjusted gross margin came in at 33.3%, surpassing the anticipated 32% and setting a 10-year record.Adjusted net profit stood at $337 million, outstripping the predicted $308 million and reversing the year-over-year loss.Segments BreakdownSeagate primarily focuses on data storage solutions, offering HDDs, SSDs, and data storage management so

After-hours trading yesterday, $Texas Instruments(TXN)$ released its third-quarter results. While the earnings weren't stellar, management’s optimistic outlook propelled the stock up by 4%.Earnings OverviewIn Q3, Texas Instruments reported revenues of $4.15 billion, representing an 8.4% year-over-year decline. This marks the eighth consecutive quarter of revenue drops. However, the figure exceeded analyst expectations of $4.12 billion and was slightly above the midpoint of management's guidance, which was $4 billion.Additionally, the gross margin reached 59.6%, surpassing the anticipated 58.4%.Guidance for Q4Looking ahead to Q4, management projects revenues between $3.7 billion and $4 billion, which indicates a year-over-year decline of 5.6% and is