My pick this week: ADI 👀📈 I’

My pick this week: ADI 👀📈

I’m more interested in ADI than simply chasing the stocks with the highest EPS estimates. The bigger story for me is its exposure to AI, data centers, industrial automation and high-performance chips. If AI-related demand continues to accelerate and margins improve, ADI could surprise investors on the upside.

I’ll also keep CVX on my watchlist. It offers a completely different setup, with strong cash flow and an attractive dividend. If energy prices remain supportive, CVX could provide both income and potential upside.

But honestly, I think the most important thing this earnings season is not the EPS beat itself. The market is already looking forward. I want to see stronger revenue growth, improving margins, new AI demand and, most importantly, confident management guidance for the next 6–12 months.

EPS tells us what happened. Guidance tells us what could happen next. That’s where I think the real opportunity is.

@TigerPicks [正经]

💰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!

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Comments

peepie
08-17 15:23
peepie
Been holding ADI a while — if management gets more specific on AI demand than last quarter, that’s the real tell. Guidance matters way more here

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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 pick this week: ADI 👀📈\n\nI’m more interested in ADI than simply chasing the stocks with the highest EPS estimates. The bigger story for me is its exposure to AI, data centers, industrial automation and high-performance chips. If AI-related demand continues to accelerate and margins improve, ADI could surprise investors on the upside.\nI’ll also keep CVX on my watchlist. It offers a completely different setup, with strong cash flow and an attractive dividend. If energy prices remain supportive, CVX could provide both income and potential upside.\nBut honestly, I think the most important thing this earnings season is not the EPS beat itself. The market is already looking forward. I want to see stronger revenue growth, improving margins, new AI demand and, most importantly, confident management guidance for the next 6–12 months.\nEPS tells us what happened. Guidance tells us what could happen next. That’s where I think the real opportunity is.\n<a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [正经]</body></html>","htmlText":"<html><head></head><body>My pick this week: ADI 👀📈\n\nI’m more interested in ADI than simply chasing the stocks with the highest EPS estimates. The bigger story for me is its exposure to AI, data centers, industrial automation and high-performance chips. If AI-related demand continues to accelerate and margins improve, ADI could surprise investors on the upside.\nI’ll also keep CVX on my watchlist. It offers a completely different setup, with strong cash flow and an attractive dividend. If energy prices remain supportive, CVX could provide both income and potential upside.\nBut honestly, I think the most important thing this earnings season is not the EPS beat itself. The market is already looking forward. I want to see stronger revenue growth, improving margins, new AI demand and, most importantly, confident management guidance for the next 6–12 months.\nEPS tells us what happened. Guidance tells us what could happen next. That’s where I think the real opportunity is.\n<a href=\"https://ttm.financial/U/9000000000000572\"> @TigerPicks </a> [正经]</body></html>","text":"My pick this week: ADI 👀📈 I’m more interested in ADI than simply chasing the stocks with the highest EPS estimates. The bigger story for me is its exposure to AI, data centers, industrial automation and high-performance chips. 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