To The Moon

$Dell Technologies Inc.(DELL)$Why DELL Could Be a Long-Term AI PlayWhy DELL is tumbling while its AI service performs strong?Post-Earnings SelloffDell Technologies' stock dropped 11.3% in after-hours trading following the release of its FY2025 Q3 earnings (as of November 1). Revenue slightly missed expectations, and weak Q4 guidance, driven by a decline in AI server shipments, triggered the sharp selloff.Key Q3 MetricsTotal Revenue: $24.37 billion, up 9.5% YoY, slightly below the $24.59 billion analyst consensus and below the midpoint of Dell's own guidance.Segment PerformanceServers & Networking: $7.36

Yesterday, the well-known short-seller Citron posted on social media platform X that they were shorting $MicroStrategy(MSTR)$ , the strongest "shadow stock" of Bitcoin. This news caused MSTR to plunge 16% in a single day, triggering panic among investors.MicroStrategy: Bitcoin’s Biggest ProxyMicroStrategy, a company focused on business intelligence, data analytics, and cloud computing, had struggled with stagnant stock prices for years before 2020. That was when Michael Saylor made a bold move, announcing that the company would begin accumulating Bitcoin as a strategic reserve. Since then, MicroStrategy has bought a massive amount of Bitcoin.As of now, MicroStrategy holds about 331,200 Bitcoins, with a total cost of around $16.5 billion, averaging

$NVIDIA Corp(NVDA)$ After hours, NVIDIA released its Q3 FY2025 earnings (for the three months ending October 27), significantly surpassing expectations.Q3 revenue reached $35.08 billion, well above analysts' forecast of $33.25 billion. Adjusted net profit was $20 billion, exceeding the expected $18.56 billion.However, NVIDIA's stock dropped nearly 5% after hours due to Q4 guidance falling short of analyst expectations. A similar drop occurred after the previous earnings report, but the stock quickly rebounded and set a new all-time high. Will history repeat itself?In terms of revenue, Q3 saw a 93.6% year-on-year increase, greatly outperforming expectations. Specific business performance includes:Data center revenue of $30.77 billion, up 112% year-

$NIO Inc.(NIO)$ NIO recently released its Q3 earnings, which fell short of expectations.Revenue and Sales PerformanceQ3 revenue was ¥18.67 billion, down 2.1% YoY, below analysts' forecast of ¥19.17 billion and the lower end of management’s guidance (¥19.1 billion).Vehicle deliveries reached 61,855 units, slightly under the forecast of 62,053 units by just 0.32%, yet revenue was down 2.59%.This discrepancy stems from a decline in average revenue per vehicle (ARPV). ARPV in Q3 was ¥270,000, down 14% YoY and below the forecast of ¥276,000. The drop was largely due to NIO’s second brand, ALDO, whose first model, the L60, is priced lower at ¥206,900–¥255,900. ALDO sold 832 units in Q3, and sales surged to 4,319 in October, accounting for 20.6% of total

$XPeng Inc.(XPEV)$ Financial HighlightsXpeng Motors recently released its Q3 earnings report, slightly beating revenue expectations and achieving a record-high gross margin. However, the stock initially plunged 8% before recovering to a 3.77% loss, indicating mixed market reactions.Key InsightsRevenue Performance:Q3 revenue reached RMB 10.1 billion, up 18.4% YoY, slightly above the RMB 9.91 billion forecast.Business Breakdown:Vehicle Sales: RMB 8.8 billion, up 12.1% YoY.R&D and Spare Parts: RMB 1.31 billion, a 91% YoY surge driven by technical collaboration with Volkswagen, with a 60% profit margin far exceeding vehicle sales.Sales Data:Q3 deliveries totaled 46,533 units, up 16.3% YoY.New model Mona 03 performed strongly but dragged down the a

$Qualcomm(QCOM)$ 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