To The Moon

ASML $$$🚀🚀🚀🚀

Coo[What] [What] [What]  hope market will be better 

$Adobe(ADBE)$ tumbled 7% after hours due to the earnings. The conservative guidance for the FY2024, as well as the impact of an ongoing communication into its subscription business from FTC, made investors frightened.Is that a worry, or a dip to buy?Earnings Review23FYQ4 performance still slightly exceeded expectations. Revenue reached $5.05 billion, a 12% YoY increase, slightly surpassing the market's expectation of $5.02 billion. Digital media revenue grew by 13% YoY, reaching $3.72 billion, while creative revenue was $3 billion, and document revenue increased by 16% YoY to $721 million.ARR (Annual Recurring Revenue) for digital media was $569 million, bringing Adobe's total net new ARR in that business area to $15.17 billion. Creative ARR incre

$Oracle(ORCL)$ fell nearly 9% after its 24FYQ2 fiscal report on Monday after market close.The main reason for the decline was underperformance: Q2 revenue was $12.9 billion, with a YoY growth rate of only 5.4%, and lower than the market's expected $13.05 billion. Earnings per share were $1.34, slightly higher than the market's average expectation of $1.32.Total cloud revenue was $4.8 billion, with a growth rate of 1.6%, while the market expected $4.86 billion.Remaining performance obligations were $65 billion, with a YoY increase of 6.2%, exceeding annual revenue.However, the market was not satisfied with these results because the growth rate of the cloud business was already set very low and still fell short of expectations, considering the signi

$Broadcom(AVGO)$ fell about 3% in after-hours trading on Thursday, just after announcing its Q4 earnings following the completion of its acquisition of $VMware(VMW)$ . Although the earnings exceeded expectations and the guidance for the next fiscal year was strong, there was no upward momentum.In terms of Q4 earnings, total revenue was $9.3 billion, higher than the market's expected $9.28 billion. Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli

Gg

GSAT the most steady and bravest stock I have ever seen! It's fighting on despite the competition coming from Starlink (Elon's satellite)

My Novavax is killing me, I must confess I still believe, when I'm not with you I lose my mind, give me a sign, hit me baby one more time!

1. Enter into "Setting > App Clone”, and turn on the switch of installed Apps that support such function. When the switch is on, a clone App will be generated on the screen. 2. You can view the Split button under desktop edit mode, click the button to copy the application to another one. App clone instructions Copy the application as "Ⅱ.xxx" , to distinguish the original application. This function allows you to log in with another account. No need to switch your accounts in one app.

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$CrowdStrike Holdings, Inc.(CRWD)$ surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the $Amazon.com(AMZN)$ AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr

$Snowflake(SNOW)$ surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f

I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.

I'm most bullish on ASML Holdings, considering their strong position in the semiconductor equipment market and increasing demand for advanced chip technology.

Financial reports provide a snapshot of a company's economic health, detailing its performance, revenues, expenses, and overall financial position. For the year ending 2023, these reports are showing slight imprivement in profitability and liquidity, and a manageable expected potential risks.

Yesterday, $iRobot Corp.(IRBT)$ experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and $Amazon.com(AMZN)$ has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, $Roku Inc(ROKU)$ rose by 7.2% yesterday, leading the growth of the second-tie

Good outlook, Poor effect on the market.

$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ i recently sold all my Apple stock to have capital for investing in Tesla I believe tesla is in another buy in dip.

$Adobe(ADBE)$ tumbled 7% after hours due to the earnings. The conservative guidance for the FY2024, as well as the impact of an ongoing communication into its subscription business from FTC, made investors frightened.Is that a worry, or a dip to buy?Earnings Review23FYQ4 performance still slightly exceeded expectations. Revenue reached $5.05 billion, a 12% YoY increase, slightly surpassing the market's expectation of $5.02 billion. Digital media revenue grew by 13% YoY, reaching $3.72 billion, while creative revenue was $3 billion, and document revenue increased by 16% YoY to $721 million.ARR (Annual Recurring Revenue) for digital media was $569 million, bringing Adobe's total net new ARR in that business area to $15.17 billion. Creative ARR incre

$Wal-Mart(WMT)$ fell sharply after releasing its Q3 earnings report on Thursday, despite beating expectations. Executives warned that consumer spending trends will slow during the upcoming key holiday shopping season, which is a very negative signal to investors. In addition, $Macy's(M)$ saw a significant increase in its stock price after its earnings report on the same day, not only beating Q3 expectations but also improving operating efficiency, mainly due to permanent price cuts within the brand and improved freight expenses. Macy's provided favorable Q4 guidance and emphasized continued inventory management. Interestingly, $Target(TGT)$ also released its earnings

$XIAOMI-W(01810)$ Q3 financial report released yesterday was the best in recent years, but why did the stock price plummet despite the good report?The highlight of Q3 was the improvement in profit margin. Although Lei Jun had previously set a target of 5% net profit margin for smartphones, he did not mention that the overall profit margin would be so low. Therefore, the increase in revenue from services, such as game advertising, could achieve good results. Of course, the more important aspect is that Xiaomi now focuses on both the low-end and high-end smartphone markets. By maintaining profit in the low-end segment and creating service revenue through ecosystem maintenance, Xiaomi competes with top competitors in the high-end smartphone market.

Yesterday, $iRobot Corp.(IRBT)$ experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and $Amazon.com(AMZN)$ has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, $Roku Inc(ROKU)$ rose by 7.2% yesterday, leading the growth of the second-tie

ASML $$$🚀🚀🚀🚀

$Oracle(ORCL)$ fell nearly 9% after its 24FYQ2 fiscal report on Monday after market close.The main reason for the decline was underperformance: Q2 revenue was $12.9 billion, with a YoY growth rate of only 5.4%, and lower than the market's expected $13.05 billion. Earnings per share were $1.34, slightly higher than the market's average expectation of $1.32.Total cloud revenue was $4.8 billion, with a growth rate of 1.6%, while the market expected $4.86 billion.Remaining performance obligations were $65 billion, with a YoY increase of 6.2%, exceeding annual revenue.However, the market was not satisfied with these results because the growth rate of the cloud business was already set very low and still fell short of expectations, considering the signi

$CrowdStrike Holdings, Inc.(CRWD)$ surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the $Amazon.com(AMZN)$ AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr

$Snowflake(SNOW)$ surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f

$Broadcom(AVGO)$ fell about 3% in after-hours trading on Thursday, just after announcing its Q4 earnings following the completion of its acquisition of $VMware(VMW)$ . Although the earnings exceeded expectations and the guidance for the next fiscal year was strong, there was no upward momentum.In terms of Q4 earnings, total revenue was $9.3 billion, higher than the market's expected $9.28 billion. Semiconductor solutions revenue was $7.33 billion, higher than the expected $7.27 billion, a year-on-year increase of 3%. Infrastructure software reached $1.97 billion, a 7% increase from the previous year. Operating activities generated $4.82 billion in cash, with capital expenditures of approximately $105 milli

Coo[What] [What] [What]  hope market will be better 

$Estee Lauder(EL)$ plummeted in pre-market trading, dropping 15% due to the just-released FY24Q1 financial report falling short of expectations. Specifically, the speed of revenue recovery slowed, causing the company to lower its full-year outlook. EPS was slightly better than expected, but revenue missed by $30 million. In terms of regions, the Asia-Pacific region had some currency losses due to Japan and China, resulting in an overall in-line performance. As for guidance, FY24Q2 is not too different, as it is the end-of-year shopping season. However, the company lowered its expectations for FY24H2, which is the first half of next year, with Europe being the most significant "below expectations" point. Why did the market estimate keep the growth? B

$Netflix(NFLX)$ was the BIG-TECH to release its Q3 earnings on October 18thSummary1. New subscriptions surged by 8.76 million under the dual policies of "cracking down on shared accounts" and "budget plans with ads," second only to the global popularity of "Squid Game" during the pandemic period. 2. Reasons for the weakening ARPU include: the possibility that advertising growth may not be as high as market forecasts (previously hinted at by the CEO in interviews and managed expectations), the continued strength of the U.S. dollar, and lower ARPU in regions with high overseas growth. 3. Despite the impact of price increases, advertising, and writer strikes, free cash flow continues to reach new highs (a more important metric for Netflix than profit

Recently, "soft indicators" such as consumer confidence in the United States have weakened, but "hard indicators" such as actual consumer spending have remained strong. For example, the University of Michigan's Consumer Confidence Index has declined for four consecutive months since August, and the Conference Board's consumer confidence data has also declined recently, with the overall level lower than before the pandemic. However, on the other hand, consumer data reflecting actual economic activity has performed well, with strong Q3 US PCE and better-than-expected retail sales in September and October.United States Michigan Current Economic ConditionsUnited States Core PCE Price Index Annual ChangeThis divergence is particularly prominent in durable goods, which are sensitive to prices an

$Roku Inc(ROKU)$ surged nearly 19%, which exceeded expectations by quite a bit. The market is not fully pricing in its strong performance.Q3 Earnings ReviewRevenue reached $912 million, a year-on-year increase of 20%, significantly exceeding the market expectation of $856 million. Hardware revenue was $125 million, higher than the market expectation of $103 million; platform revenue was $787 million, higher than the market expectation of $755 million.Gross margin reached 48%, higher than the market expectation of 43.3%.EBITDA was $43 million, turning a loss into a profit, while the market expectation was a loss of $30 million. However, the earnings per share were -$2.32, lower than the expected -$1.93.In terms of users, MAU reached 75.8 million, a

$IFAST(AIY.SI)$ Gogogo🚀🚀🚀🚀🚀Financial technology (fintech) company iFAST Corporation Limited (SGX: AIY) posted an impressive set of results for its latest quarter with net profit jumping more than four-fold compared to a year ago. Here are seven highlights from iFAST’s earnings report that you need to know. 1. A sparkling set of earnings For iFAST’s fiscal 2023 third quarter (3Q 2023) total revenue rose 23.8% year on year to S$66.2 million. Part of the rise was contributed by a year-on-year tripling of interest revenue to almost S$4 million. Total expenses rose just 11% year on year, resulting in operating profit soaring 263.2% year on year to S$11.2 million. Net profit followed suit, more than quadrupling year on y

$Block(SQ)$ surged 19% after its Q3 earnings exceeded expectations and Q4 guidance was raised above expectations, while also announcing a $1 billion stock buyback. Q3 revenue was $5.62 billion, exceeding the market's expected $5.43 billion and up from $4.52 billion in the same period last year. Transaction-based revenue was $1.66 billion, up 9% year over year, lower than the previous quarter's 11% YoY growth due to a higher base. 1. Improved profitability. Adjusted EBITDA was $477 million, higher than the previous quarter's $384.4 million and last year's $327 million. 2. Guidance raised. Adjusted EBITDA for 2024 is expected to be $2.4 billion, exceeding the market's expected $1.94 billion; adjusted revenue is expected to be $875 million. 3. Increase

Tyson Foods (TSN) reported a mixed Q4 (ending in October) financial report, with slight pullback in trading on the day. Revenue decreased 2.8% YoY to $13.35 billion, below market expectations of $13 billion, mainly due to a 0.6% decline in sales volume and a 1.4% lower pricing compared to a year ago. Similar to the previous quarter, sales volume increased in the chicken and processed food departments (as they are cheaper), while sales volume continued to decline in the beef and pork departments (as they are more expensive). The pricing for the beef department was 10% higher than the same period last year, but pricing for all other departments was lower. This indicator matches current food inflation and the consumption situation of excess savings by US residents. Excess savings of low-incom

Previously, when valuing $Sea Ltd(SE)$ I based on the Q1 and Q2 earnings as well as the market's overall expectations for 2023 and 2024. However, things are always subject to change. Even Forrest Li Xiaodong may not have anticipated such significant market changes in just a few quarters, causing the Southeast Asian e-commerce throne to become unstable. Although it's not a complete disaster, intense competition can make the company's overall profit margin very unstable. Of course, it's not impossible that Sea's executives intentionally created a profit illusion in Q1 and Q2, sacrificing the performance of the following quarters and adopting an unsustainable approach of living off reserves. My previous bear case did not consider significant volatility

Even Netanyahu (Isreali PM) cannot bring Cisco more business?? What a non-sense and ridiculous war! $Cisco(CSCO)$ announced its FY24Q1 results, with the stock price plummeting 12%. Although the quarterly performance was still good, it lowered its full-year guidance for the 24th fiscal year. In the quarter (FY24Q1), CSCO achieved revenue of $14.67 billion, with market expectations of $14.63 billion, of which service revenue was $3.53 billion and product revenue was $11.14 billion. The adjusted gross margin was 67.1%, and EPS was $1.11, higher than the market expectation of $1.03. The remaining performance obligations were $34.8 billion. FY24Q2 guidance: revenue is expected to be between $12.6 billion and $12.8 billion, far below the market expectat

$UNITED OVERSEAS BANK LIMITED(U11.SI)$ United Overseas Bank (UOB) has reported a core net profit of $1.48 billion for the 3QFY2023 ended Sept 30, 5% higher y-o-y but 2% lower on a q-o-q basis. The higher y-o-y earnings was due to strong income growth from higher net fee income and net interest income (NII) This brings the bank’s 9MFY2023 core net profit to $4.56 billion, 33% higher y-o-y. Including the one-off integration expenses, UOB’s net profit stood at $1.38 billion for the 3QFY2023 and at $4.31 billion for the 9MFY2023. For the 3QFY2023, the bank attributed its better y-o-y performance to its diversified growth drivers across its wholesale and retail businesses. During the quarter, UOB’s net interest income r