To The Moon

$Nvidia (NVDA)$ In fact, it's not just me following the big orders in the market. Other institutions are also watching and acting in line with their peers. When their peers sell, they sell too. Last week, I shared a large sell order for the $NVDA 20240426 950.0 CALL$ that was executed on April 1st. Today, upon checking the closing positions, I found that the 10,000 contract $NVDA 20240621 1200.0 CALL$ long position was also closed out later that day. Subsequently, on April 3rd, there was a large sell order for the $NVDA 20240621 1180.0 CALL$

$NASDAQ(.IXIC)$ and the $S&P 500(.SPX)$ notched their longest winning streaks since November 2021. With the strong rebound, many stocks hit 52 week highs or all-time-highs this week.SaaS companies benefit from generative AI$Adobe(ADBE)$ , offering diversified software services, surges 73.89% YTD. In Nov., Adobe raised prices for its Creative Cloud.$ServiceNow(NOW)$ , enterprise cloud computing solutions provider, soars 58.11% YTD. It beats estimates of EPS, revenue and guidance in Oct.$Arista Networks(ANET)$ , cloud networking solutions provider rises 75.

$JD.com(JD)$ will release its third quarter 2023 financial results on November 15. Analysts expect Jingdong Group to achieve a total revenue of 246.9 billion yuan (YoY+1%) in 2023Q3, of which commodity revenue is expected to be 193.2 billion yuan (YOy-2%), and service revenue is expected to be 53.7 billion yuan (YoY+15%); Jd.com's retail revenue is expected to be 212 billion yuan (flat year-on-year).It is estimated that the Non-GAAP net profit of Jingdong Group is 9.2 billion yuan (YoY-9%) in 2023Q3, and the Non-GAAP net profit rate is down 0.4 pct year-on-year to 3.7%, of which Jingdong retail operating profit margin is expected to be 4.8%.The year-on-year growth rate of total revenue is expected to slow down, mainly considering the macro consumpti

$GLOBALFOUNDRIES Inc.(GFS)$ , chip foundry leader, issued third quarter results yesterday, and the stock price rose more than 9% at one point in intraday trading, the largest increase in recent months.In terms of performance, although revenue and profit in the third quarter exceeded analysts' expectations, the growth rate is still deteriorating in terms of trend.Specifically, GlobalFoundries's revenue in the third quarter was $1.852 billion, down 10.7% year-on-year, and slightly better than analysts' expectations of $1.85 billion:Obviously exceeding expectations was profit, with adjusted net profit in the third quarter of $308 million, significantly exceeding analyst expectations of $279 million, showing GlobalFoundries's strong ability to maintain

PM Images Investment thesis I continue to think that the Nu Holdings (NYSE:NU) investment case rema