To The Moon

$lululemon athletica (LULU)$, one of the worst-performing components of the $S&P 500 (.SPX)$ index this year, has rallied 4% after reporting Q2 results.Although it is not worth mentioning compared to its performance this year, but it is also a microcosm of the overall consumer sector.PerformanceTotal Revenue: $2.4 billion, up 7% year-over-year, and up 8% on a currency-neutral basis.Earnings per share: Adjusted earnings per share of $3.15, up 18 percent year-over-year.Gross Margin: Gross margin was 59.6%, up from 58.8% in the same period last year, primarily due to lower product costs and fewer discounts.Performance by business category:Women's apparel revenue growth of 6%Mens

$CrowdStrike Holdings, Inc.(CRWD)$ reported its Q2 FY2025 (ended July 31, 2024) results after the bell on August 29th.With the impact of the global downtime on July 16, investors were more concerned about how the company would look ahead to future results.The company's strong position in the cybersecurity market.Financial OverviewResults for the quarter remained solid, showing that the company continues to hold a strong position in the cybersecurity market.TOTAL REVENUE: CrowdStrike's total revenue was $963.9 million, up 32% year-over-year, compared to $731.6 million in the same period last year.SUBSCRIPTION REVENUE: Subscription revenue reached $918.3 million, up 33% year-over-year, compared to $690.0 million in the same period last year.Annual R

$Trip.com Group Limited(TCOM)$ jumped 10% after announcing its Q2 2024 results, partly reflecting the recovery in the travel market, especially in the cross-border travel business. $TRIP.COM-S(09961)$ Financial PerformanceOverall Operating Revenue: Total operating revenue for the first half of 2024 amounted to RMB24.709 billion, a year-over-year increase of 20.7%.Of this, total revenue for the second quarter was RMB12.79 billion (approximately US$1.76 billion), up 14% year-over-year, exceeding analysts' expectations of RMB12.75 billion.Earnings per share (EPS): Adjusted EPS per ADS for the first half of the year was RMB13.24, up 61.5% year-over-year.EPS for the second quarter was 7.25, an increase of app

The radio interview between Mr William Chia, Chairman and CEO of Banle Group $CBL International Limited(BANL)$ , and RTHK was aired on August 15. If you wish to listen to the replay, please click https://news.rthk.hk/rthk/ch/news-programmes/this-episode.htm?cmsid=97. Additionally, the full text version of the interview was published on iMoney. Attached the PDF version for your further reading.

U.S. retail super are one after another announced the second quarter earnings, some of the super's fiscal quarter cut-off date for the end of July, so more reflective of recent consumer trends. Overall, there are these three phenomena:Food-related must spend more, but the unit price did not improve, go volume not price, can also exceed expectations;Consumption of other items of life, especially optional consumption further reduced, most categories of superstores performance to go worse, and less than expected;Membership stores that also serve both online and offline gained further scale. $Target(TGT)$ and $TJX Companies(TJX)$ which reported earnings on Aug. 21, showed similar signs, with brick-and-mortar sa

Yesterday, $ZEEKR(ZK)$ reported its Q2 earnings, and its stock surged 10.7%!Although Zeekr's Q2 results were impressive, they were in line with expectations. After all, monthly sales figures for electric vehicles are publicly available. So, what’s behind Zeekr surge?Revenue for Q2 hit ¥20 billion, up 58.4% year-over-year. Breaking it down - Automotive sales revenue was ¥13.4 billion, up 59%.- Battery and parts sales totaled ¥5.3 billion, a 36.1% increase.- R&D and other revenue was ¥1.3 billion, soaring 327%.The surge in Automotive sales was driven by increased volume, with 54,811 units sold in Q2, a 100% year-over-year increase. However, revenue growth was only 59% due to the introduction of lower-priced models, which significantly reduced aver

As $Williams-Sonoma(WSM)$ prepares to release its Q2 2024 earnings on August 22, 2024, investors are keenly watching this home retail giant. Here’s a snapshot of what you need to know: Recent Performance and Expectations Williams-Sonoma’s Q1 2024 results showed resilience in a challenging market: Revenue: $1.66 billion, down 5.4% year-over-year Diluted EPS: $4.07 (including a one-time benefit) Adjusted Diluted EPS: $3.48 For Q2 2024, analysts expect: Non-GAAP EPS: $2.72 The company has adjusted its full-year guidance: Revenue: Expected decline of 5% to 10% Operating Margin: Raised to 15% to 16% Strategic Focus Areas Digital Innovation: AI-driven customer engagement and e-commerce optimization Sustainability: Eco-friendly practices and produc

$Palo Alto Networks(PANW)$ Just bought PANW 338$ long Knockouts, at 363.35$. Targeting 100% at roughly 390$, because I see a huge symmetrical triangle on the daily chart, with price breaking out above and performing a solid s/r flip. I also see a recent bullish MACD cross on the daily chart.Image

$Bank of America(BAC)$ Investing in Bank of America (BAC) can be a strategic choice for long-term stability due to several factors: 1. **Strong Financials**: Bank of America has a solid balance sheet, with consistent revenue and profit growth over the years. This financial strength often translates to stability. 2. **Diverse Revenue Streams**: The bank operates in various sectors, including consumer banking, wealth management, and investment banking, which helps mitigate risks associated with economic downturns. 3. **Regulatory Compliance**: Post-2008 financial crisis, banks have been subject to stricter regulations. Bank of America has adapted well, maintaining capital ratios above required levels, which enhances its stability. 4. **Technolog

$Cisco (CSCO)$ reported its Q4 FY24 results after the U.S. stock market closed on Aug. 14, with the company posting a strong Q4 performance, boosted by AI demand and additional gains from the Splunk acquisition.At the same time, the company also raised its guidance for FY2025 due to optimistic expectations for order growth.CSCO was up over 6% at one point after hours.Earnings Overview.Revenues for Q4 of FY24, which ended July 27, totaled $13.64 billion, down 10% year-over-year but still ahead of market expectations of $13.54 billion, with the acquisition of Splunk contributing $960 million to the quarter.Total product orders grew 14%, or 6% excluding Splunk.Annual Recurring Revenue (ARR) reached $29.6 billion, up 22%.Subscription reve

After the Hong Kong stock market closed on August 14, $ Tencent Holdings (00700)$ announced its 24Q2 earnings report.Prior to the Q1 earnings report, Tencent's performance warming trend if the "spring flowers" to describe, then this Q2 earnings report is the "summer wood lush".The main performance is as follows:Game business rebounded steadily, old games revitalized, new games exploded, and overseas incremental growth was encouraging;Social network (video, music) hit another record high, and hot IP helped subscription rise;WeChat ecosystem further boosted advertising business to rise beyond expectations;Offline financial collection consumption dragged, wealth management business maintained growth, and enterprise services also benefit

Key Metrics • Earnings Scorecard: For Q2 2024 (with 91% of $S&P 500(.SPX)$ companies reporting actual results), 78% of S&P 500 companies have reported a positive EPS surprise and 59% of S&P 500 companies have reported a positive revenue surprise. • Earnings Growth: For Q2 2024, the blended (year-over-year) earnings growth rate for the S&P 500 is 10.8%. If 10.8% is the actual growth rate for the quarter, it will mark the highest year-over-year earnings growth rate reported by the index since Q4 2021 (31.4%). • Earnings Revisions: On June 30, the estimated (year-over-year) earnings growth rate for the S&P 500 for Q2 2024 was 8.9%. Nine sectors are reporting higher earnings today (compared to June 30) due to upward revisions to EP

$Sea Ltd(SE)$ released its Q2 2024 earnings report on August 13, 2024, and shares jumped 11% after the report and nearly doubled year-to-date earnings.Reacting to the market's optimism about this earnings report.We believe there are 3 main factorsThe e-commerce business has entered a healthy competitive situation with improved guidance and is expected to turn around in Q3 (EBITDA)Gaming weathered the toughest downturn cycle, active players as well as paying players rebounded;Strong growth in financial business with increased margin contribution.Q2 ReviewRevenue for the group as a whole was US$3.81 billion, up 23% year-on-year, above the market consensus estimate of 20%, and essentially flat on a sequential basis.Gross margin of 41.6% was slightly be

Synopsis: Earnings preview of key AI beneficiaries - Nvidia and Broadcom What could propel Nvidia and Broadcom stocks higher in this earnings call? Are Nvidia and Broadcom too pricey as AI plays? Please click here to access the webinar on August 22nd at 7.30 pm.

Hello everyone! Today i want to share some trading ideas with you!1.Here are my thoughts on the $Hims & Hers Health Inc.(HIMS)$ earnings 🧐Hims & Hers Health has effectively capitalized on a unique market opportunity amid a shortage of FDA-approved GLP-1 drugs. The company introduced a compounded version of Novo Nordisk's popular weight loss medication, priced at $79 per month for oral intake and $199 for injections -- this strategic move is part of Hims's larger goal to boost its weight loss product line to $100M in sales by 2025.Hims reported their Q2 2024 earnings this week with revenues of $316M, a 52% YoY increase -- surpassing the $295M guidance. The company increased its subscriber base to 1.9M, up 43% YoY. This impressive performanc

Before the market opened on August 7, entertainment giant $ Disney (DIS)$ announced its fiscal year 2024 Q3 (ending June 30) earnings report, with a lot of highlights, and the market's reaction is also very real.On the good side, the streaming business turned a profit ahead of schedule, the gradual price increase of packages has been accepted by the market, movie content has recovered from last year's "writers' strike" downturn, and sales of the experiential division have rebounded;On the downside, theme park spending weakened ahead of schedule, mainly due to the decline in overall U.S. consumption and the depletion of residents' savings.While Disney's management remains confident in its full-year guidance, investor feedback to the mar

Uber jumped nearly 11% after reporting Q2 earnings and is one of the few consumer sector companies that can give investors confidence by outperforming expectations and passing guidance in the second quarter.Investment highlightsStrong performance.Gross Bookings increased 21% year-over-year (at constant currency), in line with trip growth.Revenue grew 15.9% year-over-year to $10.7 billion, well ahead of consensus market expectations;Consolidated revenue from Travel and Delivery grew 19% year-over-year to $9.4 billion, or 20% on a constant currency basis;Adjusted EBITDA increased 71% year-over-year to $1.57 billion, beating the market consensus estimate of $1.5 billion.Free cash flow improved to $1.72 billion from $1.14 billion last year.User Growth.Expanding its user base by 14% to 156 mill

$GameStop(GME)$ is so good to the people it's giving the masses time to board the rocket. If you're not putting at least 10 shares a week into your account of GameStop, it’s non-sense… This is going to be the financial equivalent of Noah's Ark. GME is the life raft against all the corruption and nonsense. SAVE YOURSELF!

Despite a thrilling Monday across the market, $Palantir Technologies Inc.(PLTR)$ reported strong results for 2024Q2 on Aug. 5 after-hours.Investment HighlightsOverall revenues realized significant revenue growth, with a 27% year-over-year increase in revenues to $680 million in a single quarter.It exceeded the market consensus estimate of 6.53 there, showing a strong expansion of the company's business.Among them, government revenue grew 23% year-on-year, continuing to pick up, the main factor is still the situation in some volatile regions of the world remains so, the demand for defense as well as foreign aid to generate a steady stream of new orders. q2 ringing Q1 contract size has increased significantly;Meanwhile, the commercial g

Earnings Calendar (05Aug24) Q3/2024 starts and a few earnings are coming in the coming week. There are a few earnings of interest in the coming week, namely Palantir, Rivian, Disney, Tyson and Sony. Let us look at Palantir’s recent performances Despite a good gross profit margin of 81.2%, the P/E ratio stands at 178.61. The stock price has risen 32% in one year. Observations of Palantir’s recent performances: Revenue grew from $595M (2018) to $2,225M (2023). Groos profits started with a loss of $623M (2018) and ended 2023 with a profit of $120M. EPS started with -$0.89 (2018) and ended 2023 with $0.09. The forecast for Palantir's EPS and revenue are $0.08 and $653.27 million respectively. From the news, analysts seem weary over Palantir’s coming earnings. Despite gaining profitabil

$CrowdStrike Holdings, Inc.(CRWD)$ reported its Q2 FY2025 (ended July 31, 2024) results after the bell on August 29th.With the impact of the global downtime on July 16, investors were more concerned about how the company would look ahead to future results.The company's strong position in the cybersecurity market.Financial OverviewResults for the quarter remained solid, showing that the company continues to hold a strong position in the cybersecurity market.TOTAL REVENUE: CrowdStrike's total revenue was $963.9 million, up 32% year-over-year, compared to $731.6 million in the same period last year.SUBSCRIPTION REVENUE: Subscription revenue reached $918.3 million, up 33% year-over-year, compared to $690.0 million in the same period last year.Annual R

$lululemon athletica (LULU)$, one of the worst-performing components of the $S&P 500 (.SPX)$ index this year, has rallied 4% after reporting Q2 results.Although it is not worth mentioning compared to its performance this year, but it is also a microcosm of the overall consumer sector.PerformanceTotal Revenue: $2.4 billion, up 7% year-over-year, and up 8% on a currency-neutral basis.Earnings per share: Adjusted earnings per share of $3.15, up 18 percent year-over-year.Gross Margin: Gross margin was 59.6%, up from 58.8% in the same period last year, primarily due to lower product costs and fewer discounts.Performance by business category:Women's apparel revenue growth of 6%Mens

$Trip.com Group Limited(TCOM)$ jumped 10% after announcing its Q2 2024 results, partly reflecting the recovery in the travel market, especially in the cross-border travel business. $TRIP.COM-S(09961)$ Financial PerformanceOverall Operating Revenue: Total operating revenue for the first half of 2024 amounted to RMB24.709 billion, a year-over-year increase of 20.7%.Of this, total revenue for the second quarter was RMB12.79 billion (approximately US$1.76 billion), up 14% year-over-year, exceeding analysts' expectations of RMB12.75 billion.Earnings per share (EPS): Adjusted EPS per ADS for the first half of the year was RMB13.24, up 61.5% year-over-year.EPS for the second quarter was 7.25, an increase of app

After the Hong Kong stock market closed on August 14, $ Tencent Holdings (00700)$ announced its 24Q2 earnings report.Prior to the Q1 earnings report, Tencent's performance warming trend if the "spring flowers" to describe, then this Q2 earnings report is the "summer wood lush".The main performance is as follows:Game business rebounded steadily, old games revitalized, new games exploded, and overseas incremental growth was encouraging;Social network (video, music) hit another record high, and hot IP helped subscription rise;WeChat ecosystem further boosted advertising business to rise beyond expectations;Offline financial collection consumption dragged, wealth management business maintained growth, and enterprise services also benefit

Yesterday, $ZEEKR(ZK)$ reported its Q2 earnings, and its stock surged 10.7%!Although Zeekr's Q2 results were impressive, they were in line with expectations. After all, monthly sales figures for electric vehicles are publicly available. So, what’s behind Zeekr surge?Revenue for Q2 hit ¥20 billion, up 58.4% year-over-year. Breaking it down - Automotive sales revenue was ¥13.4 billion, up 59%.- Battery and parts sales totaled ¥5.3 billion, a 36.1% increase.- R&D and other revenue was ¥1.3 billion, soaring 327%.The surge in Automotive sales was driven by increased volume, with 54,811 units sold in Q2, a 100% year-over-year increase. However, revenue growth was only 59% due to the introduction of lower-priced models, which significantly reduced aver

$Sea Ltd(SE)$ released its Q2 2024 earnings report on August 13, 2024, and shares jumped 11% after the report and nearly doubled year-to-date earnings.Reacting to the market's optimism about this earnings report.We believe there are 3 main factorsThe e-commerce business has entered a healthy competitive situation with improved guidance and is expected to turn around in Q3 (EBITDA)Gaming weathered the toughest downturn cycle, active players as well as paying players rebounded;Strong growth in financial business with increased margin contribution.Q2 ReviewRevenue for the group as a whole was US$3.81 billion, up 23% year-on-year, above the market consensus estimate of 20%, and essentially flat on a sequential basis.Gross margin of 41.6% was slightly be

$Cisco (CSCO)$ reported its Q4 FY24 results after the U.S. stock market closed on Aug. 14, with the company posting a strong Q4 performance, boosted by AI demand and additional gains from the Splunk acquisition.At the same time, the company also raised its guidance for FY2025 due to optimistic expectations for order growth.CSCO was up over 6% at one point after hours.Earnings Overview.Revenues for Q4 of FY24, which ended July 27, totaled $13.64 billion, down 10% year-over-year but still ahead of market expectations of $13.54 billion, with the acquisition of Splunk contributing $960 million to the quarter.Total product orders grew 14%, or 6% excluding Splunk.Annual Recurring Revenue (ARR) reached $29.6 billion, up 22%.Subscription reve

U.S. retail super are one after another announced the second quarter earnings, some of the super's fiscal quarter cut-off date for the end of July, so more reflective of recent consumer trends. Overall, there are these three phenomena:Food-related must spend more, but the unit price did not improve, go volume not price, can also exceed expectations;Consumption of other items of life, especially optional consumption further reduced, most categories of superstores performance to go worse, and less than expected;Membership stores that also serve both online and offline gained further scale. $Target(TGT)$ and $TJX Companies(TJX)$ which reported earnings on Aug. 21, showed similar signs, with brick-and-mortar sa

Key Metrics • Earnings Scorecard: For Q2 2024 (with 91% of $S&P 500(.SPX)$ companies reporting actual results), 78% of S&P 500 companies have reported a positive EPS surprise and 59% of S&P 500 companies have reported a positive revenue surprise. • Earnings Growth: For Q2 2024, the blended (year-over-year) earnings growth rate for the S&P 500 is 10.8%. If 10.8% is the actual growth rate for the quarter, it will mark the highest year-over-year earnings growth rate reported by the index since Q4 2021 (31.4%). • Earnings Revisions: On June 30, the estimated (year-over-year) earnings growth rate for the S&P 500 for Q2 2024 was 8.9%. Nine sectors are reporting higher earnings today (compared to June 30) due to upward revisions to EP

As $Williams-Sonoma(WSM)$ prepares to release its Q2 2024 earnings on August 22, 2024, investors are keenly watching this home retail giant. Here’s a snapshot of what you need to know: Recent Performance and Expectations Williams-Sonoma’s Q1 2024 results showed resilience in a challenging market: Revenue: $1.66 billion, down 5.4% year-over-year Diluted EPS: $4.07 (including a one-time benefit) Adjusted Diluted EPS: $3.48 For Q2 2024, analysts expect: Non-GAAP EPS: $2.72 The company has adjusted its full-year guidance: Revenue: Expected decline of 5% to 10% Operating Margin: Raised to 15% to 16% Strategic Focus Areas Digital Innovation: AI-driven customer engagement and e-commerce optimization Sustainability: Eco-friendly practices and produc

TSMC has fallen 16.11% to $160.28 from its all-time high of $191.05. However, the year-to-date return of 54% suggests that TSMC is likely experiencing an overdue temporary correction rather than a long-term downtrend. What You Need to Know About TSMC: 1) US Wants Tougher Trade Restrictions on China The recent panic sell-off is mostly due to renewed trade tensions between the US and China. According to Bloomberg, the Biden administration is considering more restrictive trade policies on advanced chip technology to China, which will negatively impact companies like TSMC. Trump recently commented that Taiwan should pay the US for protection and claimed Taiwan has taken "about 100%" of America’s semiconductor business. China now accounts for 16% of TSMC's total net sales in 2Q2024, markin

With $NVIDIA Corp(NVDA)$ setting the pace as the "global AI barometer," Wall Street's ongoing optimism has sparked an AI gold rush in the US stock market.$Vertiv Holdings LLC(VRT)$ , known for its power and cooling infrastructure solutions, offers a range of air-cooled, liquid-cooled, and power distribution services tailored for compute-intensive AI workloads. Their liquid cooling solutions, including the Liebert XDM split indoor chilled water unit and Liebert XDU coolant distribution unit, are integral to their offerings. Vertiv recently launched the AIGC full-stack liquid cooling solutions in April 2024, featuring both cold plate and immersion options. The cold plate solution, with its 1mm precision to i

[Heart]Hello TigersBelow is a recap of analyst @Tiger_James Ooi ‘s webinar, “Can AI Boost Tesla, Amazon, and Apple Earnings?”Please click here to watch the full webinar replay on Tiger Brokers App.We have split the live video content into three articles based on the core topics. Tigers are welcome to click to view the details as needed.1) James on 2Q 2024 Earnings Preview : Can AI boost Tesla? 2) James on 2Q 2024 Earnings Preview: AI Can Boost AMAZON

Uber jumped nearly 11% after reporting Q2 earnings and is one of the few consumer sector companies that can give investors confidence by outperforming expectations and passing guidance in the second quarter.Investment highlightsStrong performance.Gross Bookings increased 21% year-over-year (at constant currency), in line with trip growth.Revenue grew 15.9% year-over-year to $10.7 billion, well ahead of consensus market expectations;Consolidated revenue from Travel and Delivery grew 19% year-over-year to $9.4 billion, or 20% on a constant currency basis;Adjusted EBITDA increased 71% year-over-year to $1.57 billion, beating the market consensus estimate of $1.5 billion.Free cash flow improved to $1.72 billion from $1.14 billion last year.User Growth.Expanding its user base by 14% to 156 mill

Before the market opened on August 7, entertainment giant $ Disney (DIS)$ announced its fiscal year 2024 Q3 (ending June 30) earnings report, with a lot of highlights, and the market's reaction is also very real.On the good side, the streaming business turned a profit ahead of schedule, the gradual price increase of packages has been accepted by the market, movie content has recovered from last year's "writers' strike" downturn, and sales of the experiential division have rebounded;On the downside, theme park spending weakened ahead of schedule, mainly due to the decline in overall U.S. consumption and the depletion of residents' savings.While Disney's management remains confident in its full-year guidance, investor feedback to the mar

If you're interested in AI stocks, you're not alone. However, the shine may finally be coming off AI. If so, the rotation out of Big Tech into small caps that has emerged recently could quickly accelerate. The question then is whether outperforming laggards hold up the broader market, or does the AI selloff drive benchmark indices into the red? Another round of upbeat results and outlooks from the second-quarter earnings season will reinvigorate the bull case for all things related to artificial intelligence and microchips. PLTR As you may already know, broad bullishness for AI stocks has played a significant role in Palantir's strong stock price performance as of late. Back in April and May, a wave of fear, uncertainty and doubt about the continuation of favorable GenAI demand trends led

Big-Tech’s PerformanceBig Tech earnings week was accompanied by a much more volatile market with the Fed's FOMC meeting.Several of the giants had their own poor earnings performances, but while the AI-enhanced results still exceeded expectations, it was the different other businesses that diverged a bit with the inter-industry trends.By the close of trading on August 1, all of the big techs closed lower this past week.The best performer was earnings-added $Meta Platforms, Inc.(META)$ +9.78%, then $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +2.08%, $Amazon.com(AMZN)$ +2.35% however plunged back down after earnings,

$Spotify Technology S.A. (SPOT)$ reported Q2 earnings on the 23rd pre-market.All things considered, it was an earnings report that exceeded expectations, and to make a 15% pre-market jump, there must have been something that made investors very happy.Profit margins exceeded expectations.Q2 is very typical of a turnaround to enjoy more incentives.Looking at the proactively announced gross margins this quarter, the company seems to have made a big improvement in content costs, and it could be sustainable.Of course, the June price hike could pull margins up further in the coming quarters, which would leave more ample room for valuation.Expectations for new business are more optimistic.Since the company launched audiobooks, it also took t

$Pinterest, Inc.(PINS)$ announced its Q2 results, and while the earnings report did its best to show strong user growth and revenue growth, it fell more than 15% at one point after hours as its Q3 revenue guidance missed market expectations.Tube with AI support, advertising sales can be improved, but the industry-wide factors - the consumption of sluggish may further deteriorate the advertising market environment, which is not Pinterest a company can resist.The company's conservative expectations are also a wake-up call for the industry as a whole. $Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$ Guidance.Revenue expectations for Q3 are $885 million to $900 million,

Big-Tech’s PerformanceThe big tech earnings season has officially begun, but this July is clearly a month of heightened volatility, superimposed on a variety of scenarios such as the "Trump trade" and the "interest rate cut trade", and it seems that investors have begun to worry about the risks associated with the over-concentration of big tech.As Tesla and Google's earnings this week did not ease market sentiment, on the contrary, it is more likely to force out the "risk aversion", on the contrary, the yen previously caught in the Carry Trade was released.That the next few other big technologies to leave the space is very small.Through the close of trading on July 25th, all of the big techs closed lower over the past week.The top performers were