To The Moon

$NVIDIA Corp(NVDA)$ was down nearly 5% after hours, then pulled back to basically pull back and stabilize around -2% afterward.This performance is also very much in line with expectations, and there are a couple of ways to look at the narrative so far:Q3 earnings beat sellers by 2B, well within buyers' expectations, but Q4 guidance didn't come in at 38-39B; sellers expected 37B for Q4 and actually guided for 37B, while buyers were a bit higher.So a 5% drop first is sort of profit taking feedback;Subsequently pulled back may also be some Rush-in funds are still not the overall trend is very good, and Jensen in the conference call also did not while on the Blackwell next year whether the exact completion of the capacity to climb the problem, the mai

First of all, I own $Tesla Motors(TSLA)$ and am a stakeholder.Discussion is for personal opinion only.Tesla has been on an upward trajectory since Trump's election victory, and this rally has nothing to do with fundamentals (since it's not earnings season either), but rather the "realization" of a previously suppressed market.As I said before, Tesla is waiting for an opportunity?--An opportunity to cash in on Trump's rise to power.Now that he's cashed in, Elon Musk has taken it a step further by taking on a key government position - the "DOGE", or Department of Organization of the United States.This important official position of personnel appointment and dismissal is actually very important.But it's also very easy to offend!That's not necessarily

Today could be a good time to lay out $NVIDIA Corp(NVDA)$ ahead of earnings.NVIDIA plunged 3.26% on Friday's pullback in tech stocks.But woe betide the company, as The information broke a sudden revelation over the weekend that Blackwell processors face overheating issues when installed in high-capacity server racks, raising concerns among customers like Google, Meta, and Microsoft that could impact layout deadlines.If it jumps the gun again and large-scale deployments are pushed back another quarter, it's something that could affect investor expectations.This week is NVIDIA's FY25Q3 earnings report, one of the most important earnings reports of the year, market analysts also appear some differences.Market expectationsGiven that previous quarters

$Pinterest, Inc.(PINS)$ is down 15% after hours, after reporting Q3 earnings that also beat expectations but guidance that worried investors.PerformanceRevenue of $898 million increased 18% year-over-year, better than market expectations of a 17.5% year-over-year increase;Non-GAAP EPS rose to $0.40, above market expectations of $0.34.Global monthly active users grew 11% to a record 537 million.Regional PerformanceDomestic operations in the U.S. and Canada performed well, with revenues growing 16% to $719 million; Europe revenues grew 20% to $137 million; and other regions grew 38% to $42 million.Monthly active user growth came primarily from overseas.U.S./Canada MAUs to 99 million, up only 3%; Europe MAUs to 139 million, up 8%, and other regions u

Many people attribute Trump's victory to the efforts of himself and his team, as well as the help of celebrities such as Elon Musk.These can certainly help him, so that he from four years ago do not know the politics of the often criticized "rash youth" to become more fluent in the political world veteran, more know in the campaign to use "strategy" to win the hearts and minds of the people.But it wasn't this that sent him back to the presidency, it was Biden.Below is a chart documenting the last 4 presidential elections, the number of votes for each of the Democrats and Republicans (some states are not completely finished counting the votes, but it doesn't affect the big picture)From 2016-2020, the overall number of registered voters increased, but the increase in the Democratic ticket wa

Note of this chart, you may need it later.Shares of $Eli Lilly(LLY)$took a big swing yesterday as the market was split on the outlook for hot diet pills following the Q3 earnings report.One of its leading products, the diet pills Zepbound and Mounjaro, sold poorly and guidance was lowered.Lilly's explanation for this was that wholesale distributors had more inventory in Q3, which took time to deplete, and did not reorder.The company's argument is far-fetched; if the market demand was strong, then distributors would have replenished as much inventory as possible, as they had done previously, rather than waiting for inventory to be depleted to a certain extent before waiting for the opportunity to replenish it;It could be that the market demand for t

$Robinhood(HOOD)$ 的股票在周三盘后公布Q3财报后跌超12%，Q3业绩低于市场预期。但其股价在创下52周新高之后，市场对公司的期望更集中于未来业务的增量，比如数字货币。值得注意的是， $ARK Innovation ETF(ARKK)$ 基金的木头姐，最近已经在Robinhood股价创下52周高点抛售了150万股Robinhood股票，目前对其持仓在历史地位。业绩概况营收6.37亿美元，同比+36.7%，但低于6.582亿美元预期，较Q1峰值的6.82亿美元有所下降。EPS为0.17美元，低于市场预期的0.18美元；每月活跃用户从第二季度的1180万降至1100万，不及市场预期1230万相比。ARPU为105美元，低于预期的107.12美元，也低于Q2的113美元；基于交易的收入为3.19亿美元，同比增长 72%；加密货币收入为6100万美元，较Q2的8100万美元有所下降，同比增长 165%；期权收入为2.02亿美元，同比增长63%；股票收入为3700万美元，同比增长 37%。加密货币交易的用户参与度上升，显示出市场对其平台的信任和使用频率增加。公司增加更多的加密资产供用户交易，推出的新功能和教育资源帮助提高了用户对加密货币的理解和参与。

"Burn-after-reading" $Snap Inc (SNAP)$ rose more than 10% after announcing earnings after the bell on Tuesday, with Q3 results showing both revenue and profit beating market consensus estimates, while activity returned againEarnings OverviewRevenue: Q3 revenue totaled $1.373 billion, an increase of 15% year-over-year, primarily due to the buoyancy of the advertising business.Profit: Q3 net loss was $153 million, down 58% from $368 million a year ago, with the company making significant progress in controlling losses; adjusted EBITDA was $132 million, up 229% year-over-year.Business.Advertising revenue was up 10% year-over-year, with direct response (DR) advertising revenue up 16%, illustrating the strength of SMB advertising demand, and the total num

$Advanced Micro Devices(AMD)$ Q3 overall results, revenue & profit are in line with and slightly exceeded expectations1. 29.5% year-on-year growth in the client side out of the trough, data center in the AI-driven CPU and GPU shipments increased market share and hit a new high;2. the operating expense side of the business was relatively stable and profits rebounded;Down 7% after hours, still mostly unhappy with guidance.1. Q4 revenue guidance of $7.2-$7.8bn, median $7.5bn lower than Consensus' $7.55bn; gross margin guidance of 54% also smaller than Consensus' 54.21%;2. guidance for data centers (AI gas pedals) was raised from $4.5 billion to $5.0 billion, but the market expects a bigger boost amid Nvidia's supply relief;3. the embedded and gami

October 28th was a very active day of intraday trading, with the broader market as a whole edging up and the small cap quite active, except for a pullback in the chip stocks.A few concepts were typical in the performance of the day's exotic options:Trump win concepts: including $Genuine Parts(GPC)$ $International Paper(IP)$ $Boeing(BA)$ $HP Inc(HPQ)$ $Trump Media & Technology(DJT)$ $Tesla Motors(TSLA)$AI/Nuclear related: $Hawaiian(HE)$ $TeraWulf Inc.(WULF)$