To The Moon

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 7968.20 on Friday, up 2.66% in the past 5 days.1. $Resmed DRC(RMD.AU)$ +7.35%Tariff Exemption: ResMed’s exports from Australia and Singapore are exempt from U.S. trade tariffs, protecting margins and ensuring global competitiveness.Solid Revenue Growth: Q3 sales rose 8% to $1.3B, meeting expectations and showing consistent performance.Massive Market Opportunity: With new insomnia treatments launching, ResMed targets a 2 billion-person addressable market, supporting long-term growth.2. $Macquarie(MQG.AU)$ +7.17%The $1B from divesting its public asset management unit boosts financial flexibility f

Let’s check out the top movers after earnings!1. $Procter & Gamble(PG)$ fell nearly 5% after releasing its earnings report, ultimately closing down 3.74%.EPS: $1.54 vs. $1.53 expected (Beat +0.65%)Revenue: $19.78 billion vs. $20.11 billion expected (Miss -1.64%)Cut outlook: Now expecting flat sales growth for fiscal 2025, down from the prior forecast of 2%–4% revenue growth. Also reduced its core EPS guidance to $6.72–$6.82, down from the previous outlook of $6.91–$7.05.The company warned it would have to raise prices to offset higher tariff costs and lowered its annual forecast. Net sales fell in Q3 due to a “challenging and volatile consumer and geopolitical environment,” with some business segments underperforming. U.S. consumer spending also

Big-Tech’s PerformanceWeekly macro storyline: Powell’s “Rate Cut” Mini-DramaTrump repeatedly pressured Powell with inflammatory comments and even threatened to replace him, triggering a market “panic” at the start of the week. As Treasury Secretary Bessent clarified in his speech on April 23: “America First” doesn’t mean “America Alone.” Trump later softened his tone (backed off?) and stated he had no intent to replace Powell. This easing of tension helped fuel the market’s sharp rebound in subsequent days. The core of Trump’s message was a call for rate cuts, which ironically aligns with current market sentiment.Why does the market also want rate cuts? Because the clear shift in trade policy is expected to impact the real economy in Q2 and beyond. Both corporate profits and consumer confi

In the past two weeks, we have made financial reporting strategies including Netflix, Tesla, and Google.After the market closed, Google's financial report was also officially announced. The financial report showed that Alphabet achieved revenue of US $90.23 billion in the first quarter, a year-on-year increase of 12%, higher than market expectations of US $89.1 billion; Non-GAAP net profit was US $34.54 billion, a year-on-year increase of 46%; Diluted earnings per share were $2.81, beating consensus estimates of $2.01.After the financial report was released, Google's after-hours stock price once rose by more than 5%. So far, Google's night trading price is 169.23. It is also within the earnings range of the financial reporting strategy.In terms of yield calculation, the single yield and co