To The Moon

Post-Earnings Dip or Discounted Launchpad? It’s earnings season in China, and two of the country’s biggest tech names just served up sharply contrasting dishes. Tencent’s results were robust—revenue up 13%, gross profit surging 20%, and a margin-rich business model continuing to hum. $BABA-W(09988)$, meanwhile, posted a revenue miss and promptly shed over 5% in market value. But here’s the twist: net profit at Alibaba skyrocketed 279% year-on-year. It’s a tale of two giants at an AI crossroads. So, is it time to back up the truck for Alibaba—or is $TENCENT(00700)$ the smarter bet? In my view, Alibaba’s drop presents a buying opportunity. Two giants diverge at China’s AI-lit innovation crossroads Tencent

$Amazon.com(AMZN)$ have been looking good last week as they have pulled off a lot from the tops. So this week, I am looking to play some options on Amazon as the potential knee-jerk reaction from the U.S. debt ratings downgrade. Amazon Valuation Manageable And Improving Free Cash Flow Any index consolidation could give some very nice discount for Amazon. Right now, Amazon valuation is still manageable at around 205, and Amazon just had their earnings few weeks ago. Currently we are seeing a 26.5% undervalued, so at this current price around 205, it looks like a good discount. If we looked into the future prospects for Amazon, we are seeing good improving free cash flow, there is also improving net margins , and the EPS is looking to go higher expo

$Boeing(BA)$ and $GE Aerospace(GE)$ secured a $14.5 billion deal with Etihad Airways for 28 Boeing aircraft powered by GE engines. This agreement is part of a broader $200 billion U.S.-UAE trade deal announced by President Trump, highlighting the strengthening commercial ties between the two nations. The deal between Etihad Airways, Boeing (BA), and GE Aerospace (GE) for 28 Boeing aircraft powered by GE engines can be seen as a positive indicator for the potential recovery and future prospects of both companies. In this article, I would like to explore whether BA or GE is a better stock to buy into with the positive expectation of potential recovery and future prospects. Reasons for Potential Recovery/Positiv

$Workday(WDAY)$ is scheduled to release its fiscal year 2026 first-quarter for period ending 30 April 2025 earnings on Thursday, 22 May 2025, after the market closes. Consensus EPS Forecast: Analysts' consensus EPS forecast for Q1 2026 is $2.01. Year-over-Year EPS Increase Expectation: Analysts project a year-over-year EPS increase of 35.3%, compared to the $1.74 reported in the same quarter last year (fiscal Q1 2025). Revenue Estimate: The revenue estimate for Q1 2026 is around $2.2 billion. Subscription Revenue Guidance (Provided in previous earnings call): Approximately $2.050 billion, representing a growth of 13% year-over-year. Non-GAAP Operating Margin Guidance (Provided in previous earnings call): Approximately 28.0%. Workday (WDAY) Last Po

$Bilibili Inc.(BILI)$ is scheduled to release its quarterly report for fiscal Q1 2025 on Tuesday, 20 May 2025, before the U.S. markets open. Following the announcement, Bilibili's management will host an earnings conference call at 8:00 AM U.S. Eastern Time (8:00 PM Beijing/Hong Kong Time) on the same day. Earnings Per Share (EPS) : The consensus EPS forecast for the fiscal quarter ending March 2025 is $0.07. The reported EPS for the same quarter last year was $-1.06. Revenue : The consensus revenue forecast for Q1 2025, according to analyst ratings, is RMB 6.909 billion. Bilibili (BILI) Last Positive Earnings Call Saw Share Price Dropped By 10.72% Bilibili had a positive earnings call on 25 March 2025 which saw its share price declined by 10.72%.

$Target(TGT)$ is scheduled to release its first-quarter fiscal year 2025 earnings before the market opens on Wednesday, 21 May 2025. A conference call to discuss the results is expected to follow at 8:00 AM ET. Revenue: Analysts anticipate revenue to be approximately $24.46 billion, which is relatively flat compared to the $24.53 billion reported in the same period last year. Target itself expects modest revenue growth of around 1% for the full fiscal year 2025, suggesting a potentially muted performance in Q1. Earnings per Share (EPS): The consensus estimate for adjusted EPS is around $1.72 to $1.76, a decrease from the $2.03 reported in Q1 2024. This reflects potential pressure on profitability. Full Fiscal Year 2025 Guidance: Target has provided

The stock market rally had a powerful week as the U.S-China trade de-escalated and AI spending fears returned to optimism. All the major indexes cleared their 200-day lines decisively. Much of the advance came early in the week, but the indexes and leading stocks showed little desire to pause, let alone pullback. Moody's Downgrades U.S. Sovereign Credit Rating However, Moody's Investors Service downgraded the U.S. government credit rating from the top-level Aaa to Aa1, saying this "reflects the increase over more than a decade in government debt and interest payment ratios to levels that are significantly higher than similarly rated sovereigns." The announcement of a U.S. debt rating downgrade by Moody's on Saturday, 17 May 2025, after the regular market close on Friday, will likely impact