My picks this week: ADI & CVX

My picks this week: ADI & CVX 📈

For earnings, I’m watching ADI. The company has strong EPS expectations, while AI, data-center demand and a recovery in industrial markets could support future growth. If revenue and margins beat expectations and management gives stronger guidance, ADI could attract more attention.

For dividends, I prefer CVX. Its strong cash flow and reliable dividend make it attractive for investors looking for both income and exposure to the energy sector. Oil prices will still be an important factor, though.

Overall, I wouldn’t focus only on whether EPS beats estimates. Revenue growth, margins, guidance and future demand are what I’ll be watching most closely this week.

@TigerPicks [得意]

💰Stocks to watch today?(17 August）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

winky9
08-17 15:22
winky9
CVX is less about oil day to day, more about whether that cash flow keeps covering the dividend. That's the part I care about
funzee
08-17 15:22
funzee
Industrial recovery is the bigger tell for me too. If that segment finally turns, ADI probably gets rerated fast

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":597692323153032,"tweetId":"597692323153032","gmtCreate":1786947664940,"gmtModify":1786947668846,"author":{"id":4194184698932812,"idStr":"4194184698932812","authorId":4194184698932812,"authorIdStr":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.17","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":956,"starInvestorFlag":false},"themes":[{"themeId":"470d3ab575ca43caaed8156645b7ccbe","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"💰Stocks to watch today?(17 August）","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":470d3ab575ca43caaed8156645b7ccbe}&rnconfig={\"headerBarHidden\": true}","description":"1. What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>My picks this week: ADI &amp; CVX 📈\n\nFor earnings, I’m watching ADI. The company has strong EPS expectations, while AI, data-center demand and a recovery in industrial markets could support future growth. If revenue and margins beat expectations and management gives stronger guidance, ADI could attract more attention.\nFor dividends, I prefer CVX. Its strong cash flow and reliable dividend make it attractive for investors looking for both income and exposure to the energy sector. Oil prices will still be an important factor, though.\nOverall, I wouldn’t focus only on whether EPS beats estimates. Revenue growth, margins, guidance and future demand are what I’ll be watching most closely this week.\n<a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [得意]</body></html>","htmlText":"<html><head></head><body>My picks this week: ADI &amp; CVX 📈\n\nFor earnings, I’m watching ADI. The company has strong EPS expectations, while AI, data-center demand and a recovery in industrial markets could support future growth. If revenue and margins beat expectations and management gives stronger guidance, ADI could attract more attention.\nFor dividends, I prefer CVX. Its strong cash flow and reliable dividend make it attractive for investors looking for both income and exposure to the energy sector. Oil prices will still be an important factor, though.\nOverall, I wouldn’t focus only on whether EPS beats estimates. Revenue growth, margins, guidance and future demand are what I’ll be watching most closely this week.\n<a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [得意]</body></html>","text":"My picks this week: ADI & CVX 📈 For earnings, I’m watching ADI. The company has strong EPS expectations, while AI, data-center demand and a recovery in industrial markets could support future growth. If revenue and margins beat expectations and management gives stronger guidance, ADI could attract more attention. For dividends, I prefer CVX. Its strong cash flow and reliable dividend make it attractive for investors looking for both income and exposure to the energy sector. Oil prices will still be an important factor, though. Overall, I wouldn’t focus only on whether EPS beats estimates. Revenue growth, margins, guidance and future demand are what I’ll be watching most closely this week. @TigerPicks [得意]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/597692323153032","repostId":0,"isVote":1,"tweetType":1,"viewCount":72,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":605,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":597708215243376,"commentId":"597708215243376","gmtCreate":1786951347505,"gmtModify":1786955765742,"authorId":3479274820474232,"author":{"id":3479274820474232,"idStr":"3479274820474232","authorId":3479274820474232,"name":"winky9","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":597692323153032,"objectIdStr":"597692323153032","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"CVX is less about oil day to day, more about whether that cash flow keeps covering the dividend. That's the part I care about","text":"CVX is less about oil day to day, more about whether that cash flow keeps covering the dividend. That's the part I care about","html":"CVX is less about oil day to day, more about whether that cash flow keeps covering the dividend. That's the part I care about","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":597707391538560,"commentId":"597707391538560","gmtCreate":1786951347383,"gmtModify":1786955765619,"authorId":9000000000000375,"author":{"id":9000000000000375,"idStr":"9000000000000375","authorId":9000000000000375,"name":"funzee","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":597692323153032,"objectIdStr":"597692323153032","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Industrial recovery is the bigger tell for me too. If that segment finally turns, ADI probably gets rerated fast","text":"Industrial recovery is the bigger tell for me too. If that segment finally turns, ADI probably gets rerated fast","html":"Industrial recovery is the bigger tell for me too. If that segment finally turns, ADI probably gets rerated fast","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/597692323153032"}