NicoleWong

現職Leverage Shares槓桿ETF投資策略部副總裁, 前外資渦輪衍生產品銷售。目前專注美股分析。

    • NicoleWongNicoleWong
      ·10:44

      Profitable on paper. Still burning cash. 🚀

      The estimates shown put $SpaceX(SPCX)$ SpaceX’s 2028 net profit at $63B, but free cash flow at negative $64.2B as investment in AI infrastructure accelerates. The distinction? Depreciation spreads asset costs over years, while capital expenditure uses cash upfront. Growing profits don’t necessarily mean cash generation.
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      Profitable on paper. Still burning cash. 🚀
    • NicoleWongNicoleWong
      ·10-21 20:28

      Behind the world’s chips, the foundry market tells a story of scale. 🔍

      TSMC $Taiwan Semiconductor Manufacturing(TSM)$ accounted for 75.2% of the top 10 semiconductor foundries’ combined revenue in Q2 2026, generating $40.2 billion out of $53.5 billion. Where do Samsung Semiconductor, SMIC, and the others stand? Explore the full breakdown below. $NVIDIA(NVDA)$ 👇
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      Behind the world’s chips, the foundry market tells a story of scale. 🔍
    • NicoleWongNicoleWong
      ·10-21 20:27

      The space race has a different look today. 🚀

      From the first satellite to the rise of commercial spaceflight, our chart tracks how launch activity has shifted over nearly seven decades. $SpaceX(SPCX)$ Spoiler alert: SpaceX is taking an increasingly prominent role.
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      The space race has a different look today. 🚀
    • NicoleWongNicoleWong
      ·10-20 22:10

      Behind the world’s chips, the foundry market tells a story of scale. 🔍

      TSMC accounted for 75.2% of the top 10 semiconductor foundries’ combined revenue in Q2 2026, generating $40.2 billion out of $53.5 billion. Where do Samsung Semiconductor, SMIC, and the others stand? Explore the full breakdown below. 👇 $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$
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      Behind the world’s chips, the foundry market tells a story of scale. 🔍
    • NicoleWongNicoleWong
      ·10-19

      NVIDIA’s data center business alone brings in more quarterly revenue than Google Search.

      The MANGOS pack spans social media, AI, chips, search, and space, but where is the biggest revenue coming from? NVIDIA’s data center business alone brings in more quarterly revenue than Google Search. Explore the chart to see how Meta, Anthropic, NVIDIA $英偉達(NVDA)$ , Google $谷歌(GOOG)$ , OpenAI, and SpaceX $SpaceX(SPCX)$ stack up. 👇
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      NVIDIA’s data center business alone brings in more quarterly revenue than Google Search.
    • NicoleWongNicoleWong
      ·10-16

      Meet the MANGOS 🥭

      Meta, Anthropic, NVIDIA, Google, OpenAI, and SpaceX represent $15.6T in combined equity value.NVIDIA alone accounts for 35.2%.Explore the full breakdown below. 👇 $Meta Platforms, Inc.(META)$ $英偉達(NVDA)$ $SpaceX(SPCX)$ $谷歌(GOOG)$
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      Meet the MANGOS 🥭
    • NicoleWongNicoleWong
      ·10-15
      $聯合健康(UNH)$Who are the biggest players in the business of healthcare? 🏥From insurers and pharmacy benefit managers to distributors and hospitals, explore how the largest healthcare services companies stack up by market value.See the full ranking in the chart. 👇
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    • NicoleWongNicoleWong
      ·10-13
      From $1.2B to $15.5B in 18 months. The graph tracks Dario Amodei’s estimated net worth as Anthropic’s valuation has grown.What could come next? A hypothetical $2T IPO could lift his estimated wealth to around $31B, depending on his stake and dilution.See the progression below 👇 $英偉達(NVDA)$ $Meta Platforms, Inc.(META)$ $微軟(MSFT)$
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    • NicoleWongNicoleWong
      ·10-08

      Micron Is Booming as the Market Gets Narrower ?

      Micron just delivered another huge quarter. Revenue hit $54.2B, up nearly 380% year over year, while adjusted net income reached $38.4B. The standout was data center demand: core data center revenue jumped from $1.6B to $18.0B in a year. And the momentum is still building. Micron guided to roughly $61.5B in revenue next quarter, well above expectations. But the broader market backdrop looks much less comfortable. Only around 42% of S&P 500 companies are currently trading above their 200-day MA, the weakest breadth since May 2025. Technology and communication services were also the only sectors to finish September higher. The contrast is becoming harder to ignore: AI-linked spending across chips, data centers and power infrastructure remains exceptionally strong, while participation acr
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      Micron Is Booming as the Market Gets Narrower ?
    • NicoleWongNicoleWong
      ·10-08

      Anthropic: Prospectus Review

      A confidential prospectus reviewed by Reuters on 28 September, and not yet publicly filed, gives the first detailed view of Anthropic's finances ahead of a listing that could rank among the largest ever. Founded in 2021, the maker of Claude is preparing a debut investors expect to value it above $2 trillion. The filing puts figures to a business the market has only estimated until now: rapid revenue growth alongside heavy investment in compute. Here's what stands out. Where things stand Valuation. The IPO could value Anthropic above $2 trillion, more than double its estimated $965 billion valuation in May. (Reuters, 28 Sep 2026) Revenue. 2025 revenue rose roughly 12-fold to nearly $4.6 billion. (Reuters) Result. The company reported a net loss of about $42 billion, of which roughly $34 bil
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      Anthropic: Prospectus Review
       
       
       
       

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