To The Moon

⬆ $NVIDIA Corp(NVDA)$ - NVDA’s results and outlook were consistent with our preview for a 5-10% upside. While Cloud customer demand continues to be strong, Enterprise and... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/quarter-strong-as-expected-commentary-even-better?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On NVIDIA Corp (NVDA):- https://www.smartkarma.com/entities/nvidia-corp?utm_source=tiger_community

⬆ $elf Beauty Inc(ELF)$ - Reiterate Strong Buy on multiple drivers of growth.ELF’s F4Q surpassed even our well above-consensus expectations, with EPS $0.53 vs our $0.41E... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/broad-based-growth-fuels-impressive-beat-guide-conservative?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On elf Beauty Inc (ELF):- https://www.smartkarma.com/entities/elf-beauty-inc?utm_source=tiger_community

⬆ $Full Truck Alliance (YMM)$ - Full Truck Alliance posted great Q1 numbers: revenue growth accelerated, margins expanded, and mix improved. But its shares have rallied and the stock is no longer so cheap; we're downgrading to HOLD. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/full-truck-alliance-q124-results-strong-financials-match-recent-strong-share-performance-hold?utm_source=tiger_community By Daniel Hellberg, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/daniel-hellberg?utm_source=tiger_community On Full Truck Alliance (YMM):- https://www.smartkarma.com/entities/full-truck-alliance-co-ltd?utm_source=tiger_community

⬆ $Snowflake (SNOW)$ - We maintain our Outperform rating following a F1Q25 top-line beat, with a higher FY2025 product revenue outlook. Although management’s tone... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/f1q25-report-solid-momentum-drives-higher-top-line-outlook?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Snowflake (SNOW):- https://www.smartkarma.com/entities/snowflake-inc?utm_source=tiger_community

⬆ $Simplify MBS ETF(MTBA)$ - Benefits of implementing these mechanisms in managing capital effectively and supporting a more stable emotional investment experience Continue reading on Smartkarma:- https://www.smartkarma.com/insights/simplify-mbs-etf-mtba-tuesday-feb-20-2024?utm_source=tiger_community By Value Investors Club, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/value-investors-club?utm_source=tiger_community On Simplify MBS ETF (MTBA):- https://www.smartkarma.com/entities/simplify-mbs-etf?utm_source=tiger_community

⬆ $Kuaishou Technology(01024)$ - We expect such margin surprise with a HK$16bn new share repurchase program should help its rerating. We reiterate our confidence on KS’s resilient growth and earnings upside Continue reading on Smartkarma:- https://www.smartkarma.com/insights/kuaishou-1024-hk-bullish-on-earnings-upside?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Kuaishou Technology (01024):- https://www.smartkarma.com/entities/kuaishou-technology?utm_source=tiger_community

⬆ $PDD Holdings(PDD)$ - The results echoed our view that PDD still has room to drive a further increase in monetization rate, and we see its overseas expansion on track to support PDD’s long-term revenue Continue reading on Smartkarma:- https://www.smartkarma.com/insights/pdd-holdings-pdd-us-increased-monetization-drove-a-strong-beat-on-results?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On PDD Holdings (PDD):- https://www.smartkarma.com/entities/pdd-holdings-inc?utm_source=tiger_community

⬆ $NVIDIA Corp(NVDA)$ - ​Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up inventory leading to a potential Boom/Bust cycle. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/nvidia-up-sharply-again-can-this-last?utm_source=tiger_community By Jim Handy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/jim-handy?utm_source=tiger_community On NVIDIA Corp (NVDA):- https://www.smartkarma.com/entities/nvidia-corp?utm_source=tiger_community

⬆ $Tuya Inc(TUYA)$ - Tuya reported a strong 1Q24, with revenue of $61.7 million, up 30% Y/Y (consensus was for ~15% Y/Y growth). Gross margin continued to grow, up 360 bps Y/Y to 47.8% (a company record) Continue reading on Smartkarma:- https://www.smartkarma.com/insights/tuya-inc-1q24-earnings-strong?utm_source=tiger_community By Water Tower Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/water-tower-research?utm_source=tiger_community On Tuya Inc (TUYA):- https://www.smartkarma.com/entities/tuya-inc?utm_source=tiger_community

⬆ $Walgreens Boots Alliance(WBA)$ - We are reiterating our Market Perform rating on WBA and updating our estimates for current retail trends, and also providing an update following... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/updating-estimates-following-management-call-and-weaker-consumer-trends?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Walgreens Boots Alliance (WBA):- https://www.smartkarma.com/entities/walgreens-boots-alliance-inc?utm_source=tiger_community