428
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08-26 19:31
Li Auto Q2 Earnings: Is a Turning Point Coming?
Just now, Li Auto released its second-quarter earnings report. In terms of financial performance, the company reported Q2 revenue of RMB 25.667 billion, above the market estimate of RMB 24.962 billion, but down 15.1% year over year. Vehicle gross margin was 9.4%, down 10 percentage points year over year. Adjusted net income came in at a loss of RMB 1.497 billion, significantly worse than the expected loss of RMB 1.148 billion. In terms of the company's Q3 guidance, Li Auto expects vehicle deliveries to reach 95,000–100,000 units, representing year-over-year growth of 1.9%–7.3%. Total revenue is expected to come in at RMB 26.6 billion–28.0 billion, representing a year-over-year change of -2.8% to +2.3%. While Q3 revenue is still expected to show limited growth or a slight decline, the proje
TOPblimpy: That gross margin drop from 19.4% to 9.4% is uglier than the revenue decline. Feels like the real problem is cost control, not demand.
657
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08-26 23:03
$先科电子(SMTC)$ Earnings: The AI Data Center Inflection Is Accelerating $SMTC delivered a much stronger quarter than many expected. Revenue came in at $341.9M vs $328M guidance, with EPS at $0.71 vs $0.61 expected. But the real story is not just the beat — it is the acceleration in Data Center. Data Center revenue trajectory: • Q1: $71.6M • Q2: $100M+ • Q3 guidance: ~$145M That represents roughly 45% sequential growth and a significant year-over-year acceleration. Management also highlighted that FY27 Data Center capacity is already fully booked, while FY28 demand visibility has exceeded 70%. This shows hyperscaler demand for AI infrastructure continues to expand. The biggest catalyst: 1.6T optical connectivity. $SMTC reached 1.6T qualification
TOP1.6T qualification is the tell here, not just the beat. Once optics starts scaling with that 50% plus share path, the AI networking leg looks very real
419
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08-26 21:34
$Lemonade, Inc.(LMND)$ continue to hold and follow
684
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08-26 21:42
$Coinbase Global, Inc.(COIN)$ still down but will come back soon
437
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08-27 00:04
$BE 20260904 245.0 CALL$ Still running.. endured
191
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08-27 03:18
$Alphabet(GOOGL)$ Sold some. Hold remaining. Will add again when price goes up. Gogo Google.
170
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08-27 07:03
$HAIDILAO(06862)$ Continue to surge higher
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08-27 10:08
[Earnings Recap] Nvidia Beats Again, But CRM Steals the Show
Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production
2.99K
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08-27 00:53
$10 Million on Weekly Options
$NVIDIA(NVDA)$ A knockout move. Someone opened a 100,000-contract call combo with a notional value of nearly $10 million — buying 100,000 contracts of this week's 230 call$NVDA 20260828 230.0 CALL$ while selling this week's 240 call$NVDA 20260828 240.0 CALL$. Ten million dollars on weekly options — is this just throwing money around, or do they actually know something? Either way, if NVIDIA's stock rallies to 230 after tomorrow's earnings, it would give the U.S. stock market a serious boost ju
4.44K
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08-22
$HOOD 20260828 119.0 CALL$ Limit order filled to sell Hood covered call at market open for credit
HOOD CALL
08-21 21:30
US20260828 119.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.45 1Lot(s) | +81.12% Holding |
4.31K
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08-24
$SS SPDR STI ETF(ES3.SI)$ I have added more position and will continue to add when it dips. Saving up for something big in 2027 [Shy] [Love you] Singapore economy is doing so good might as well ride it.
2.80K
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08-25 22:29
$COIN 20260918 230.0 CALL$ Managed to push this short leg of pmcc out further at a much more attractive price tonight.
COIN CALL
08-25 22:29
US20260918 230.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.64 5Lot(s) | -6.06% Holding |
7.60K
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08-25 22:32
$NVDA 20270917 190.0 CALL$ Just before earnings call. Dont know if its a good idea. Hurhur
NVDA CALL
08-25 22:32
US20270917 190.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 49.80 4Lot(s) | +25.11% Holding |
TOPrisky trade but worth to try!
5.09K
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08-25 23:04
$Apple(AAPL)$ starting a small position in Apple. At the same time I am looking to change from iPhone 12 to 18.
TOP308.5 is a pretty clean starter, the upgrade cycle chatter probably isn’t fully priced yet 👀
5.02K
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08-26 21:58
$META VERTICAL 260911 PUT 530.0/PUT 525.0$ META price shoot up and taking advantage of the profit surge. Closing at 65% profit and 16 days left before expiration. Reserving capital for future, better opportunity.
META Vertical
08-26 21:35
US530.0/525.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Debit Close | 0.55 3 | -- Closed |
TOPHolding shares makes more sense to me here — the next AI capex narrative could be the bigger leg, not this profit harvest
1.87K
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08-26 22:54
NVDA earnings, Should we be fearful or greedy?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $NVIDIA(NVDA)$ Finally the highly anticipated earnings announcement is coming later after market close. With the humongous market cap of NVDA, it could swing the whole market one way or another. Looking at the past few post earnings reaction, it seemed to be bearish most of the time. So let’s see if it can prove us wrong and turn the tide. An emotional rollercoaster is coming for sure, strap in yeah? @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666] @koolgal
TOPGreedy, but only if the data center growth still carries the print. The real tell for me is whether guidance keeps the AI demand curve intact 👀
2.47K
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08-26 22:01
$BE 20261002 190.0 PUT$ Late but gonna see if the stockmother Pelosi can let me hitch a ride on her rocket
BE PUT
08-26 22:00
US20261002 190.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 10.05 4Lot(s) | +2.99% Holding |
TOP10 bucks to cap a runaway name tied to Pelosi hype feels thin, 190 put is all convexity pain if this meme keeps running
5.66K
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08-26 22:28
$NOW VERTICAL 260828 CALL 140.0/CALL 133.0$ Rolled down my strike price to earn extra premium on same expiration date. 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: $28,268
NOW Vertical
08-26 22:28
US140.0/133.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.27 1 | -- Closed |
TOPRolling the short strike down for another 0.27 on the same expiry is clean. Consistency comes from managing the spread, not swinging for one lucky print
1.70K
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08-26 22:41
$CRWV DIAGONAL 260828/260911 PUT 95.0/PUT 92.0$ Rolled down my strike price 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: $32,563
CRWV Diagonal
08-26 22:40
US95.0/92.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.05 1 | -- Closed |
TOPRolling the put lower makes the setup cleaner, but next week is all about direction now. Theta helps, delta matters more here
1.19K
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08-26 21:55
8/25 Pre-Market Thoughts: The Night Before Earnings
One-sentence theme: NVIDIA reports earnings after the close tonight, with massive block trades betting on a surge to 230. Anthropic's "$30 trillion pie-in-the-sky" narrative continues to hype the AI atmosphere. I. Sentiment Focus: The Night Before NVIDIA Earnings Tonight (8/26) after the close is the make-or-break event for the entire market this week. Options block trades have already taken a clear side (see below). Outlook: GEX shows 200 is support / a Triple Witching magnet, while 230 is a super Call wall. IV is elevated. There is a high probability of a double beat, but "already fully priced in + circular financing concerns + historical post-earnings pullbacks" → the risk of failing to rally or even pulling back is higher. Strategic tone: Post-earnings IV crush + September 18 Triple Wi
TOPAnthropic IPO hype may fade fast, but it still reinforces Nvidia as the core AI hardware bottleneck. The real tell for me is whether data center demand stays tight into next year