To The Moon

智通财经APP获悉，2025财年第二财季Arm Holdings实现营收8.44亿美元，同比增长5%。GAAP 毛利润8.12亿美元；non-GAAP毛利润8.20亿美元，对应non-GAAP 毛利率97.2%，与上一财年同期大致齐平。对于PC市场50%市占率目标是否维持，ARM仍维持对windows arm增长的预测；在云计算市场有产品化推进且乐观，手机市场本季度有明显进展。ARM表示，中长期来看，云计算市场份额和费率是ARM估值的重要新增变量，本季度云市场客户已开始使用相关产品。

I closed $BABA 20240524 67.0 PUT$ ,BABA: close this cash secured put with BABA with 94% of max profit about 10 days before expire. In total, collected 1.25% over a period of 21 days. BABA had a good 24% run up from its bottom in less than 1 month so took the opportunity to cash out on the cash secured puts. After hitting the top of $85, it’s currently rejected down back to $80.7 as of postings. Still bullish if BABA can maintain above $80 which is above its 200 days MA support line.

I closed $Walt Disney(DIS)$ ,I closed $Walt Disney(DIS)$ ,Selling some Disney to take profit for my positions that are bought at 75.99 during the fall of marvel universe **Why I Buy: Scoring Deals Like a Pro** When it comes to buying, I'm all about grabbing those bargains faster than you can say "discount." Walt Disney at $75? That's like finding a vintage Chanel bag at a yard sale – you just don't walk away from that. Plus, my sister's in the business, so it's practically a family discount. **Why I Sold: Taking Profits Like a Boss** Sure, I could have held on for dear life and watched those numbers climb like a monkey on a skyscraper, but when you see those digits hit 105.38, it's like hitting

Pixel 8a搭载最新谷歌自研芯片、屏幕亮度提高40%，号称500美元以下拍照最好的智能手机，新增编辑图像Magic Editor等AI功能，拥有三星手机同款AI搜索功能Circle to Search，将得到Gemini AI助手支持。谷歌还在苹果发布新iPad同日推出新版平板电脑iPxel，不配支架的平板售价399美元，较前代低100美元。