$NVIDIA(NVDA)$ Why I am making this trade? Despite market fears of an AI spending slowdown, real-world infrastructure demand continues to expand. Major cloud providers and AI infrastructure players (such as CoreWeave, which recently reported a 168% revenue surge and a $132.5 billion backlog) indicate that data center buildouts remain robust. Nvidia reports Q3 results on November 17. If management guides for slower 2027 data center orders or steeper-than-expected gross margin pressure, analysts could cut forward earnings estimates—which would make today's cheap forward P/E multiple appear artificially low in hindsight. I will exit my position If this happens.
Grab’s share price has been falling even though earnings improved because investors are weighing several negative signals and macro concerns that outweigh the headline “better than last year” result!
$Trip.com HK SDR 50to1(HTGD.SI)$ Company guidance for Q2 (given after Q1 results in late June) pointed to net revenue growth of 3–8% YoY, a sharp slowdown from Q1’s 17% pace, which aligns with the mid-single-digit to low-double-digit revenue growth now expected by analysts.
Maintains Strong Financial Performance with Growth Across All Key Financial Metrics in 1H 2026. Gross revenue increased by 5.8% with NPI increasing by 6.4% and distributable income by 5.8%. DPU increased by 3.4%
$Unity Software Inc.(U)$ The stock reacted strongly, jumping around 11–18% after the print as investors rewarded the “beat‑and‑raise” profile and margin expansion. Management now expects to reach GAAP profitability by Q3 2026, earlier than previously targeted.