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General
Mrzorro
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2025-07-29
Amazon Earnings Preview: Will AWS Bring a Surprise or a Shock to the Market? Amazon will announce its FY2025 Q2 earnings report after the market closes on July 31. Core Financial Indicators Amazon's revenue is expected to be $162.02B for 2025Q2, up 9.49% YOY; EPS is estimated to be $1.323, up 5.03% YOY. Three Things to Watch: Global Retail Growth U.S. Bureau of Economic Analysis (BEA) data shows that the growth rate of personal outlays for U.S. residents in the second quarter was roughly the same as in the first quarter, maintaining growth between 2% and 3%. According to Digital Commerce 360's analysis of data from the U.S. Department of Commerce, the e-commerce penetration rate in the U.S. reached a record high of 22.7% in 2024. Since the U.S. Department of Commerce began tracking e-comme
Amazon Earnings Preview: Will AWS Bring a Surprise or a Shock to the Market? Amazon will announce its FY2025 Q2 earnings report after the market cl...
TOPMerle Ted: The stock is going flat for a while. Is 370 could be a bottom? Sooner or later Adobe will go up, just wondering if it is a good time to own or wait longer 🤔
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Shyon
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2025-07-29
The news of Apple and Amazon both achieving 8 straight quarters of EPS beats is impressive, but I am particularly bullish on Apple $Apple(AAPL)$  this time. With Apple exceeding EPS estimates in all 8 quarters and revenue expectations in 7 of those reports, its consistency stands out. The consensus EPS estimate of $1.43 and revenue estimate of $88.96B set a high bar, and I believe Apple will surpass these figures again. I am excited about Apple's potential this quarter, especially with its strong ecosystem and loyal customer base. The company's ability to innovate with products like the iPhone and services like Apple Music gives me confidence in its long-term growth story. After earnings, I expect to be even mor
The news of Apple and Amazon both achieving 8 straight quarters of EPS beats is impressive, but I am particularly bullish on Apple $Apple(AAPL)$ th...
TOPJimmyHua: Great insights! Keeping calm is key!
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Mickey082024
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2025-07-29

SoFi Earnings Spark Debate: Fintech Darling or Overvalued Gamble?

$SoFi Technologies Inc.(SOFI)$ SoFi’s latest quarterly report has reignited debate on the company’s trajectory. With its stock dancing near the critical $20 level, investors are left wondering: is this a breakout moment or a bull trap? Introduction: Fintech’s Pivotal Moment In a financial environment dominated by uncertainty, interest rate turbulence, and evolving consumer behavior, SoFi Technologies finds itself once again in the spotlight. The neobank and fintech innovator has just reported its latest earnings, a performance that could either catalyze a breakout to new highs — or trigger a disappointing retreat below the psychologically significant $20 level. The market's attention is sharply focused on whether this quarter signals fundamental s
SoFi Earnings Spark Debate: Fintech Darling or Overvalued Gamble?
TOPMerle Ted: Shares are priced at $20.85, that's sounds good to me as the $25.00 price hit today will be returned to shortly once shares are placed.
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Trade_To_Win_Campaign
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2025-07-29

🚀 July 21 —— July 25 Leaderboard: Top Traders & Market Highlights!

During the week of July 21–25, U.S. equities extended their record‑high streak on the back of a U.S.–Japan trade deal and robust tech earnings. $S&P 500(.SPX)$ rose about 0.8%, $NASDAQ(.IXIC)$ climbed nearly 1%, and $Dow Jones(.DJI)$ Average added around 1.1% after Japan agreed to a 15% tariff cap on autos, down from a threatened 25% level, and megacaps like Alphabet and Tesla delivered strong results.In Hong Kong, $HSI(HSI)$ surged approximately 2.3%, buoyed by renewed hopes for an extension of the U.S.–China tariff truce ahead of the August deadline, steady southbound Stock Connect inflows, and strength in “new eco
🚀 July 21 —— July 25 Leaderboard: Top Traders & Market Highlights!
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2.66K
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Binni Ong
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2025-07-29

Understanding China ’Nasdaq’ - ChiNext Index

The $ChiNext(399006)$ , operated by the Shenzhen Stock Exchange, is designed to support innovative and fast-growing companies. It focuses on industries such as technology, healthcare, advanced manufacturing, and other innovation-driven sectors, similar to how Nasdaq supports growth enterprises. The index composition highlights this focus: industrials (35.23%), information technology (25.27%), and healthcare (11.76%) form the core of its exposure. As of 7 July 2025, the ChiNext Index trades at a price-to-book (P/B) ratio of 3.86, which is higher than HSTECH (2.57), STI (1.3), and CSI 300 (1.6), reflecting higher growth expectations for its listed companies. The top 10 constituents of the ChiNext Index account for a significant portion of its perf
Understanding China ’Nasdaq’ - ChiNext Index
TOPJimmyHua: Chinese Tech stock, huh, looking at the growth rate, they might be high, but do they have the ability to generate high margin net, such as the US, but will take a close look about it.
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Shyon
·
2025-07-29
📌 Stock I'm Watching Today: $SIA(C6L.SI)$ SIA’s Q1 FY2025/26 earnings disappointed, with net profit plunging ~59% YoY to S$186M, far below market expectations. The biggest drag came from its first-time inclusion of Air India’s S$122M loss, post Vistara-Air India merger. Even with record passenger numbers and modest revenue growth, profitability was squeezed by falling yields, rising non-fuel costs, and weaker interest income. Cargo revenue also dropped due to lower freight rates and tariff-related headwinds. While travel demand remains firm, macro and geopolitical risks add pressure. I’m staying cautious. The stock could dip further post-dividend in August, and I’m watching closely to see if it finds support before considering any entries. Sho
📌 Stock I'm Watching Today: $SIA(C6L.SI)$ SIA’s Q1 FY2025/26 earnings disappointed, with net profit plunging ~59% YoY to S$186M, far below market e...
TOPMR_Wu: Cautious approach
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Mickey082024
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2025-07-29

Palantir’s AI Promise: Hype or Substance? Should You Buy Before the August 4 Earnings?

$Palantir Technologies Inc.(PLTR)$ The AI Gold Rush and the Palantir Paradox Palantir Technologies Inc. (NYSE: PLTR), once known primarily for its deep government ties and clandestine data analytics work, is now riding high on the artificial intelligence (AI) wave. In a market that increasingly rewards perceived AI exposure, Palantir has rapidly transformed from a controversial government contractor to a retail investor darling. With its stock more than doubling over the past year and bullish sentiment building ahead of its Q2 2025 earnings report on August 4, the question investors must ask is simple: Is this justified optimism or another case of AI overhype? Palantir has been lauded for its Foundry and Gotham platforms, but it's the newer Artifi
Palantir’s AI Promise: Hype or Substance? Should You Buy Before the August 4 Earnings?
TOPRon Anne: Valuation’s way ahead of earnings. Watching but not buying now.
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MHh
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2025-07-28
$TENCENT(00700)$  especially with its new AI that will allow games to be created faster
$TENCENT(00700)$ especially with its new AI that will allow games to be created faster
TOPJackQuant: Great! I’m bullish on Tecent.🐂
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Tiger V
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2025-07-28
$Alphabet(GOOG)$ Alphabet’s aggressive AI integration to defend and deepen its dominance in search and ads. With rivals like OpenAI and Perplexity trying to chip away at Google’s core, Alphabet’s AI Overviews—now reaching 1.5 billion users monthly—and Gemini model expansion offer a powerful moat. Their coup in landing OpenAI as a cloud customer and the rollout of AI-only search mode reinforces the case. AI-enhanced ad targeting could unlock outsized returns, as noted by BofA analysts ahead of this week’s earnings.
$Alphabet(GOOG)$ Alphabet’s aggressive AI integration to defend and deepen its dominance in search and ads. With rivals like OpenAI and Perplexity ...
TOPJackQuant: I’m positive on the future development of Google’s AI service.
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2.67K
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Mic6226
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2025-07-29
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nerdbull1669
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2025-07-29

ARM Holdings (ARM) Earnings To Look At AI-Drive Demand Translate Into Robust Growth Number

$ARM Holdings(ARM)$ is scheduled to report its fiscal Q1 2026 earnings on Wednesday, July 30, 2025, after market close. EPS (Earnings Per Share): The Zacks Consensus Estimate for EPS is $0.34, which would represent a 15% year-over-year decline. Other sources indicate an estimate of $0.16 or $0.25 depending on whether it's GAAP or normalized, or the specific analyst pool. Revenue: The consensus mark for revenues is pegged at approximately $1.04 billion, indicating an 11% year-over-year increase. Some forecasts also show a consensus around $1.06 billion or $792.76 million. ARM Holdings (ARM) released its fiscal Q4 2025 earnings on May 7, 2025, marking a record-breaking close to a strong fiscal year. Fiscal Q4 2025 Earnings Summary: Record Revenue: AR
ARM Holdings (ARM) Earnings To Look At AI-Drive Demand Translate Into Robust Growth Number
TOPMerle Ted: If we close above $168.30 this week we could see a strong move higher. 168.30 is the height of the right side of the cup in that Cup and Handle formation that started in February and ended in June.
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