🎁Weekly EPS Growth & Dividend Leaders: AVGO, PANW, DELL, SNOW, GS and more
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 31 and September 4. 🎁Weekly Higher EPS Estimates: AVGO, PANW, DELL, MDT, SNOW & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings r
The AI Bottleneck Trade Is Moving Beyond GPUs: $GEV $VRT $TT $ANET
One of the most interesting AI infrastructure themes right now has little to do with the GPUs themselves. Elon Musk recently argued that roughly 15 GW of AI compute capacity built in 2027 may not be able to turn on that same year. The reason is simple: having GPUs is not the same thing as having a functioning AI data center. You still need transformers, switchgear, wiring, cooling systems, chillers and high-speed networking. And those components are increasingly becoming the bottleneck. ⚡ 🔌 Power Infrastructure $GE Vernova Inc.(GEV)$ One of the broadest ways to play the electrification bottleneck, spanning turbines, grid equipment and switchgear. The company booked about $2.4B of data-center electrification orders in Q1 2026, according to the figur
$英伟达(NVDA)$ VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with$美光科技(MU)$ ,$SK海力士(SKHY)$ & Samsung supplying the DRAM & HBM feeding Rubin accelerators while $闪迪(SNDK)$ adds exposure to storage layer around AI systems • Advanced packaging runs through$台积电(TSM)$ ，$艾马克技术公司(AMKR)$ &$
$NVDA Earnings: The AI Boom Faces Its Biggest Test
$英伟达(NVDA)$ ’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. $微软(MSFT)$ ,$亚马逊(AMZN)$ ,$谷歌(GOOG)$ </
🪙 Tiger Coins | The AI Semiconductor Profitability Ladder: 22 Stocks Ranked by Operating Margin
🎲The Hook: Why Operating Margin Is the Only Number That Matters Right Now You’ve seen the YTD returns. $NVIDIA(NVDA)$ +60%, $Advanced Micro Devices(AMD)$ +131%, $ARM Holdings(ARM)$ +144%, $Micron Technology(MU)$ ripping on every $HBM headline. The AI semiconductor trade has been the single most powerful theme in equities for two years running. But here’s what most retail investors miss: revenue growth tells you the story; operating margin tells you the business. A chip company can double revenue and still lose money if its cost structure is wrong. A company with
Credo Technology Group Holding Ltd provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. Its products include HiWire active electrical cables, optical digital signal processors, low-power line card PHY, serializer/deserializer (SerDes) chiplets, and SerDes IP, as well as integrated circuits, active electrical cables. The company also offers intellectual property solutions consist of SerDes IP licensing. It sells its products to hyperscalers, original equipment manufacturers, original design manufacturers and optical module manufacturers, as well as into the enterprise and HPC markets. The company was founded in 2008 and is based in Grand Cayman, Cayman Islands.
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD director and officer YatTung Lam (via ZHAN (BVI) CO LTD.) proposes to sell 200,000 shares, with a total market value of about $47,236,000
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD Director and Officer Yattung Lam proposes to sell 261,439 common shares, with a total market value of approximately $61,746,663.02
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD's Officer Lawrence Chi Fung Cheng proposes to sell 3790 shares, with a total value of approximately $980,510.90.
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD director and officer CHENG HUANG FAMILY TRUST proposes to sell 275,000 shares with an aggregate value of about $73,026,250
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD's Officer Lawrence Cheng proposes to sell 7259 shares, with a total value of approximately $1.54 Million.