679
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08-25
Why PDD’s Earnings Reversal Shows That Cheap Valuation Cannot Resolve Temu’s Uncertainty
$PDD Holdings Inc(PDD)$ reported a profitable second quarter and generated more operating cash, yet its American depositary receipts surrendered an early rally and closed lower. The reversal reflects a problem that a low earnings multiple cannot solve by itself: investors still cannot determine how much Temu’s expansion, tariffs and regulatory compliance will cost or how quickly those investments can produce durable returns. PDD reported before the August 24 US market open for the quarter ended June 30. Revenue increased 8% year over year to RMB112.4 billion, below the RMB116.35 billion market estimate. Transaction-services revenue increased 13% to RMB54.7 billion, while online-marketing revenue rose only about 3% to RMB57.6 billion. Net income att
TOPfuddie: Low multiple was never the main issue. I care more about the cash flow and share story — if Temu spend normalizes, this reversal looks noisy
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08-25
Why NAPCO’s 28% Intraday Reversal Overwhelmed an Excellent Quarter
$NAPCO Security(NSSC)$ delivered record quarterly revenue, rapidly growing recurring revenue and a large earnings beat. Its stock opened sharply higher and briefly reached a record price, then collapsed below the prior close. That reversal suggests investors questioned how much of the margin improvement was sustainable once tariff refunds are removed. NAPCO reported on August 24 for its fiscal fourth quarter ended June 30. Revenue increased 10% to a record $55.8 million, recurring-service revenue rose 12.9% to $25.3 million and equipment revenue increased 7.7% to $30.5 million. Net income advanced 52.7% to $17.8 million, or $0.50 per share, while adjusted EBITDA increased 44.3% to $20.6 million. NAPCO’s official results provide the figures. The bu
TOPI looked through the filing; refund-adjusted gross margin is still the key, not just the headline beat. If recurring stays above 45% and cash conversion holds, this flush may be overdone
782
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08-25
Why Zoom Must Turn AI Companion Usage Into Faster Enterprise Expansion
$Zoom(ZM)$ reports fiscal-second-quarter results after the August 25 close. Its first quarter showed strong margins, cash flow and rapid AI adoption, but revenue still grew only in the mid-single digits. The next report must show whether AI Companion and adjacent products can increase customer spending rather than merely protect the core meeting franchise. Zoom reported on May 21 for the quarter ended April 30. Revenue increased 5.5% to approximately $1.24 billion, enterprise revenue rose 7.2% and non-GAAP operating margin expanded to 41.1%. Non-GAAP EPS reached $1.55, while free cash flow increased to $500.5 million. Zoom ended the quarter with $7.7 billion of cash and marketable securities. Zoom’s official first-quarter release provides the result
TOPCash flow and a 41.1% margin already give this a decent floor. The real rerate needs enterprise expansion to speed up, not just AI adoption headlines
1.76K
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08-25
$CNMC Goldmine(5TP.SI)$ 2 Target Price. CNMC Goldmine(5TP) will upsurge in coming weeks due to discovery of rare metals deposits, global geopolitical tension in middle-east & latin American, distrust in U.S treasury bonds and it's currency. China Nonferrous Metal Mining Group (CNMC) has recently discovered rare metal earth deposits, on top of GOLD ores, in it's Sokor Gold field, Malaysia. Production Expansion: CNMC Goldmine's carbon-in-leach (CIL) plant expansion has increased daily processing capacity to 800 tonnes, supporting higher output potential. - Earnings Growth: Strong FY-2025 earning growth, with a 40% net profit increase in Year-2025 PATMI to US$42 million. *Analyst Price Target for CNMC:* - Phillip Securities has a BUY rating wit
TOPwhere did you get this info on rare earth deposits?
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08-25
I’d go with A) Copper & Mining. $BHP Billiton(BHP)$ , $Southern Copper Corp(SCCO)$ and $Freeport-McMoRan(FCX)$ are benefiting from structural demand from electrification, grid expansion and AI data centers, while limited supply growth keeps the long-term copper story attractive. Among them, I’d pick FCX for its strong copper exposure and Grasberg production growth. That said, I wouldn’t aggressively chase
TOPThat Goldman 1M ton extra AI copper demand by 2030 is the part people still underrate. FCX gets paid if Grasberg ramps cleanly 👀
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08-25
🌟I would pick B: just a short term safe haven ahead of $NVIDIA(NVDA)$ earnings as my immediate action plan & then when the cloud clears, I would execute the playbook of E: AI remains the main line after a pullback. Why? The headline driven media loves to scream that the Great Rotation has arrived every time tech stumbles. They want you to believe that funds are permanently fleeing the digital revolution to live inside grocery stores and retail banks forever. This is just a psychological illusion. Moving funds into safe haven ETFs like $Financial Select Sector SPDR Fund(XLF)$ & $Consumer Staples Select Sector SPDR Fund(XLP)$ is not a long ter
TOPIV up around 30% into earnings makes the hedge make sense, but I still care more about the 5 year compute curve than one report. AI money usually comes right back
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08-25
Why Gold’s August Breakout Can Survive Central-Bank Buying but Not Any Real-Yield Shock
Gold has surged from roughly $4,000 an ounce at the start of August to more than $4,600, combining a weaker dollar, lower long-term yields, renewed ETF demand and exceptional central-bank purchases. The move is supported by more than one buyer class, but its speed makes it vulnerable if real yields rise again or Federal Reserve expectations become materially more hawkish. Spot gold reached $4,680.70 on August 24 before settling around $4,639.49, its highest close in more than three months. December futures settled at $4,697.80. The rally followed the US Treasury’s announcement that it would expand long-duration debt buybacks, which pulled yields and the dollar lower. Reuters’ August 24 gold-market report provides the price action and macro context. The structural bullish case is central-ba
TOPThat $410-$415 zone matters more than the August spike. If September central-bank buying cools, GLD probably needs ETF flows to do the heavy lifting
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08-25
Strap up for a roller coaster ride ahead. The clock ticks closer to $NVIDIA(NVDA)$ high stakes Q2 earnings on Wednesday. Big Tech has started to slide backwards as fund managers scramble for exit doors. It's a triple uncertainty matrix : volcanic corporate earnings, a tense macroeconomic pivot at Jackson Hole & geopolitical crosswinds threatening to scramble global supply chains. The Standoff: To hedge or to ambush? The Safety First Camp: They look at the triple uncertainty & refuses to play Russian Roulette with their hard-earned cash. They said that US 30 year Treasury Bond yield is at 19 year high at 5.33%. Tech stocks are overvalued. They trim their tech exposure, buy protective put options & wait on
TOPCalling tech overvalued misses the point a bit. NVDA demand is still capacity constrained, and old valuation models look stale here.
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08-25
$Circle Internet Corp.(CRCL)$ : Are we looking at a classic "sell the news trap" where all future growth is already priced in OR is this sideways consolidation a gift wrapped in last parking space before an explosive upward launch? Crypto Bulls argue that evaluating Circle as a mere tech stock is an analytical error. Circle provides the essential cross border financial plumbing for the modern digital revolution. As global dollar demand skyrockets across emerging markets, USDC supply continues to scale at an exponential speed. Bernstein boldly forecast USD 140 as they believe the current flatline is a golden opportunity to accumulate more stocks of Circle. Sister Wood said that Circle is part of Galaxy Big 3 which includes
TOPBernstein's 140 only makes sense if the model assumes very high stablecoin demand elasticity. I care more about how they underwrite USDC supply growth versus yield compression
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08-25
The fundamentals of $Applied Optoelectronics(AAOI)$ have not deteriorated. In fact AAOI has just posted monster Q2 revenue growth of 86.4%. What happened was the management launched a huge USD 600 million At the Market or ATM equity offering that sent panic waves ripping through the markets. The deep value growth bulls argue that panic selling a company actively growing its revenue at 86% YoY is a mistake. The operational thesis is unchanged. Massive hyperscale cloud providers are still spending billions at data infrastructure. Demand for AAOI's ultra high speed 800G & 1.6T optical transceivers is booming. Raising capital for expansion is not a sign of weakness. AAOI is using the money to fund massive capacity i
TOPATM panic doesn't change the core thesis. If that cash really goes into 800G and 1.6T capacity, the dilution pain can look cheap in hindsight
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08-24
$BABA 20260918 109.0 PUT$ Hungry.... hope Sep can accumulate more good stocks I don't just want a lucky win—I want consistent profits. I'm willing to put in whatever effort is required to achieve that. My goal for Aug is to earn $10,000 (including premiums paid to close the options). June / Jul 2026: $1,721 / $26,431 Aug 2026: $24,300
TOPThat 10k Aug target is a clean benchmark, but is it tied to your realized edge or just BABA vol staying rich into Sep
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08-25
$BABA 20260828 130.0 CALL$ selling call option to earn premium and leveraging my share price.
BABA CALL
08-24 23:59
US20260828 130.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.30 2Lot(s) | -- Closed |
TOP130 call at 0.3 is decent theta harvest, by next week that extrinsic is basically dust if BABA stays pinned
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08-25
Innovative drugs surge: Is earnings growth driving a sector value revaluation?
Innovative drugs surge: Is earnings growth driving a sector value revaluation? Today, Hong Kong-listed innovative drug stocks rallied sharply, with WuXi XDC soaring over 14%, Asymchem jumping 16.83%, and Insilico Medicine rising 12.87%. On the news front, WuXi XDC and Asymchem just released their interim 2026 results. For WuXi XDC, first-half revenue reached RMB 3.701 billion, up 37.0% year-on-year, in line with market expectations; net profit attributable to shareholders was RMB 819 million, up 9.9%; adjusted net profit attributable to shareholders was RMB 1.027 billion, up 37.4%, essentially matching revenue growth and indicating sound earnings quality. Gross margin was 37.0%, up 0.9 percentage points year-on-year. Order backlog remained robust, with unfilled service orders of approximat
TOPLonza and Samsung Biologics raising guidance matters, but the bigger rerating may be domestic out-licensing feeding CXO demand for longer than one rebound cycle
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08-25
Introducing the 2026 Million-Dollar Milestone
Turn your million-dollar ambition into a journey you can see, build, and celebrate. Recognise every step of progress, from the Tiger Gold Brick to the Million-Dollar Milestone. One milestone at a time. One journey towards a million. Start with one. Aim for infinity. ♾️ Not financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary Authority of Singapore. The Road to Million Dollars | Mr. Wu’s Big Opportunities in Small-Cap Gems The Road to Million Dollars | Zlance Made $1M Following 3 Simple Rules
TOPCute milestone branding, but can this kind of journey framing actually help anyone reach seven figures, or is it just dressed-up FOMO marketing
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08-25
Xiaomi Unveils 3nm In-House Chips: Can Its Stock Price Rise?
On August 24, Xiaomi officially unveiled three self-developed chips: the Xring O3, Xring O100, and Xring D100. Among them, the Xring O3 features a 10-core all-big-core CPU design, with its multi-core benchmark score surpassing 15,000 for the first time, representing a 60% performance improvement. It also debuts the G2-Ultra NX GPU, delivering an unprecedented generational upgrade with 85% higher performance and 64% lower power consumption. In addition, the Xring O3 is the world’s first mobile processor to support LPDDR6, offering bandwidth of up to 113.8GB/s, 48% higher than the Xring O1. Previously, Xiaomi has relied heavily on Qualcomm and MediaTek for smartphone chips. As its Xring chips continue to evolve, Xiaomi could further strengthen the autonomy of its chip supply chain while gain
TOP113.8GB/s is the part I care about more than the headline score. Real question is how much of that LPDDR6 bandwidth shows up in gaming and on-device AI latency
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08-25
NVDA, RKLB, SPY, AAPL& MU Wait for the Recovery Now?
Hello everyone! Today i want to share some technical analysis with you! 1 $Micron Technology(MU)$Time to get a bounce pretty much now or this shelf is going to turn into butter w/ price being the hot knife. 2 $Apple(AAPL)$ By no means a traditional head and shoulders with a defined neckline, but the structure is still partially there to at least be aware of. 3 $SPDR S&P 500 ETF Trust(SPY)$ Never a huge fan of seeing price at the apex of a rising wedge into one of the weaker seasonal times of the year. 4 $Rocket Lab USA, Inc.(RKLB)$ Hm, just seeing this now
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08-25
The Chip Sellers Were All Sold. The Buyers Closed Higher
Hello. On Monday the chip chain was sold from end to end. $Micron Technology(MU)$ closed down 5.83 per cent at US$910.43, $SanDisk Corp.(SNDK)$ fell 6.45 per cent, $SK hynix(SKHY)$ 4.92 per cent, $Advanced Micro Devices(AMD)$ 3.49 per cent, $Marvell Technology(MRVL)$ 3.27 per cent and $Intel(INTC)$ 3.12 per cent, while the optical name $Applied Optoelectronics(AAOI)$ dropped 13.77 per ce
TOPI’d lean slightly toward Alibaba’s insiders—but with a big caveat. Joe Tsai and CEO Eddie Wu buying roughly US$15.3 million of shares immediately after Alibaba’s discounted US$10.2 billion placement is a meaningful signal. It shows management is willing to put personal capital behind the same AI strategy they are asking shareholders to finance. But Michael Burry’s argument should not be dismissed. Issuing 710 million new shares creates real dilution, while Alibaba’s latest quarter already showed a 75% profit decline as AI investment surged. So I see this as a “prove it” moment. Management has bought time and computing power; now Alibaba must turn AI spending into cloud growth, higher margins and eventually stronger free cash flow. For me, insider buying is bullish—but execution is the real catalyst. If AI revenue accelerates, this placement could look brilliant. If returns disappoint, Burry’s warning will age very well.
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08-25
TRADE PLAN for Tuesday 📈
Hello everyone! Today i want to share some trading strategies with you! TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ 7 days of consolidation since touching the ATH at 7816. Let's see if SPX tests the 7620 level before a bottom forms. I don't see any real signs of strength in SPX or $Invesco QQQ(QQQ)$ yet. QQQ can fill the gap near 701 next. If we see a quick flush to 693 this week, this should mark a short term bottom. BE patient and wait until after Core PCE/NVDA earnings before taking any bigger trades this week. $SanDisk Corp.(SNDK)$ dropped 200 points from last night's highs at the open on Sunday. SNDK held at 14
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08-25
NVDA: The Earnings is Leading the Market
Hello everyone! Today i want to share some trading ideas with you! 1 SPX SMA(20)=7656. Bulls won't give up this point of contest without a fight. Still expect a bounce toward $NVIDIA(NVDA)$'s earnings on Wedn., when a cluster of factors would make the BIG BANG sound across the broader market. Timing is more important than other factors now. 2 $NVIDIA(NVDA)$ pre-earning & post-earning play book: 1, a sharp decline toward the earning date. 2, 2-3 days before the earning date, a 50% rebound. 3, post earning day, a sharp pop-up and reversal. 4, plunge afterwards for the same distance of the first leg. It's been a pattern.
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08-25
The Round of Sharp Gold Price Gains Stem Primarily from Three Factors
Hello everyone! Today i want to share some macro analysis with you! The core drivers behind this round of sharp gold price gains stem primarily from three factors. First, the weakening U.S. dollar and relatively low U.S. Treasury yields have provided solid support for gold prices. Second, ongoing geopolitical risks—including the U.S. expansion of secondary sanctions against Iran and the escalation of U.S.-Canada trade tensions—have continuously spurred safe-haven buying in the market. Finally, the U.S. Treasury’s plan to expand the scale of Treasury repurchases has been interpreted by the market as a potential erosion of the dollar’s creditworthiness, further highlighting gold’s anti-inflationary and safe-haven attributes. In early Asian trading today, gold surged to a high of $4,696.7. It