To The Moon

$Cisco(CSCO)$ a leading provider of networking infrastructure, released its first-quarter financial results for fiscal year 2026, ending October 25, 2025, after market hours on the 12th.Overall, this earnings report exceeded market expectations. Driven by robust demand for AI infrastructure, the company delivered record-breaking Q1 revenue and profits, while providing optimistic full-year guidance that propelled its stock price higher in after-hours trading. However, beneath the surface of strong growth lie underlying weaknesses in traditional businesses and an unexpected decline in operating cash flow.Specifically,Total revenue exceeded expectations, with AI-driven "network" business emerging as the dominant force.Total revenue for the quarter re

The "first plant-based meat stock," $Beyond Meat, Inc.(BYND)$ released its third-quarter financial results for the period ending September 2025. Overall, this report—marked more by concerns than positive developments—once again underscores the persistent weakness in the plant-based meat category. The company's revenue declined by 13.3% year-over-year, while its gross margin narrowed significantly.Despite management emphasizing "fundamental progress" in its balance sheet reset—particularly debt reduction—core operating metrics (declines in both volume and price) and weak Q4 guidance undoubtedly cast a shadow over the company's recovery path.Specifically,Both volume and price declined, with weak demand across categories being the primary cause.The c

Southeast Asian tech giant $Sea Ltd(SE)$ released its third-quarter financial results for the period ending September 30, 2025, on November 11 (pre-market) Eastern Time.Overall, this earnings report presents a stark sense of dichotomy: On one hand, all three major business segments are surging ahead, with total revenue significantly exceeding expectations and both core e-commerce GMV and game bookings achieving robust growth. On the other hand, GAAP earnings per share (EPS) unexpectedly fell well below market consensus, triggering an over 8% drop in the stock price.Sea's latest pivot between "growth" and "short-term profits" appears to leverage the robust recovery in gaming and financial services to fund larger investments in e-commerce—particularly

On November 10, $CoreWeave, Inc.(CRWV)$ released its third-quarter earnings report, reporting revenue of approximately $1.36 billion, marking over 100% year-over-year growth and slightly exceeding market expectations (around $1.29 billion). However, its adjusted gross margin/ adjusted operating margin faced pressure, declining from about 21% in the same period last year to approximately 16%. Management reaffirmed robust demand for large-scale AI infrastructure while noting accelerated capital expenditures and expansion pace. Overall, the company maintains strong growth momentum, but volume significantly outpaces pricing, with lingering concerns over margins and cost structures.Specifically, let's examine the core information in the financial repor

$Nasdaq 100 Index (NDX)$ dropped sharply, marking its steepest pullback since Liberation Day. The market was filled with wails as investors questioned whether the AI rally was ending. Key themes for the second week of earnings season: confidence, crowding, and gear shifts.The Nasdaq 100 fell 300 points this week, marking a weekly decline of about 1.6% and its steepest correction since Liberation Day. But the problem isn't just the drop—it's the lack of resilience. Macro instability: Weak employment data, softening low-end consumption, and lingering government shutdown concerns. Micro squeezes: AI sector positions are fully loaded, valuations are stretched, and funding leverage structures are overly concentrated. Simply put, it's a perfect storm.Over t

Big-Tech’s PerformanceMacro Headlines This Week:Prolonged U.S. Government Shutdown Adds to Policy UncertaintyThe ongoing U.S. government shutdown has now become one of the longest on record. The policy backdrop remains characterized by a triple squeeze: loose expectations, weak macro data, and rising institutional risks. Although the Fed still has room to cut rates, the path forward remains unclear.U.S. Economy in a “Structural Caution” PhaseEmployment remains weak and layoffs are rising, though the service sector continues to show resilience. The government shutdown has created data blind spots, complicating policy assessment. Meanwhile, trade and tariff uncertainty remain key external risks. For both policymakers and investors, the medium-term environment suggests slower growth, inflatio

In the third quarter, two platform companies focused on visual social media and advertising— $Pinterest, Inc.(PINS)$ and $Snap Inc(SNAP)$ —both delivered results showcasing "growth plus transformation." Yet their secondary market stock price performances diverged significantly. The two companies exhibit distinct differences in growth trajectories, operational structures, investor expectations, and market reactions.Pinterest's revenue grew year-over-year and its user base hit a new record, presenting an overall picture of "steady progress and accelerated transformation." Meanwhile, while Snap also achieved growth and improved profitability metrics, investors remain cautious about the sustainability of its

$Teradata(TDC)$ delivered earnings that exceeded expectations, significantly improved cash flow, and presented a monetizable roadmap for "Agentic AI" during its Q3 2025 earnings report and conference call— These signals swiftly transformed market concerns (revenue decline, cloud linearity) into a dual catalyst of "execution recovery + long-term growth narrative," triggering a rapid stock price surge.This sharp rally stems from the combined effect of four key drivers: earnings beat (EPS/FCF), upward guidance revisions, the monetizable AI narrative, and share buybacks/execution continuity. In the short term, the market has combined the downgrade of execution risks with future growth expectations, thereby driving valuation increases.Key Financial High

The software sector, particularly in areas such as SaaS, cloud computing, cybersecurity, and AI integration platforms, will see divergent performance by 2025. While some companies will experience robust growth fueled by AI adoption, others will face declining demand as AI replaces their services.The acceleration of corporate digital transformation, the widespread adoption of AI applications, and the robust demand for efficient tools—coupled with macroeconomic factors like government shutdowns and concerns over AI profitability—have intensified market volatility, causing stock prices to fluctuate wildly. Many stocks have become overly sensitive to AI news (which has also created favorable buying opportunities).According to industry research, high-growth software companies are projected to a

$Hims & Hers Health Inc.(HIMS)$ delivered strong revenue but faced profitability pressures in its Q3 2025 earnings report. Overall, the performance exceeded market expectations, primarily driven by rapid growth in subscription users and expansion of personalized healthcare services. Revenue surged nearly 50% year-over-year, but net profit declined and EPS fell short of analyst consensus, reflecting underlying challenges in cost control and supply chain management.Despite this, discussions regarding a potential collaboration with $Novo-Nordisk A/S(NVO)$ on Wegovy emerged as a major highlight, potentially signaling a strategic resurgence in the company's weight loss sector. However, caution is warranted