Fundamental Analysis

14:18

AAOI's Dilution Is Priced In—Here's the 2028 Bull Case

Here's how I model $Applied Optoelectronics(AAOI)$ post the $600M ATM offering AH on a Friday...: 1. Revenue: Still fair to assume $5.6B in FY28 revenue (probably slightly conservative excluding ELSFP contribution). I've been over these numbers a lot. 2. Margins: 22% non-GAAP net margins is a solid base case for 2028. At $5.6B revenue scale, we should see operating leverage expansion. We see $Lumentum(LITE)$ guiding towards 36%, Innolight ~31%, and Eoptolink ~37%. 22% is also currently in line with analyst estimates (who have so far been conservative on the $Applied Optoelectronics(AAOI)$ numbers but best to take a

AAOI's Dilution Is Priced In—Here's the 2028 Bull Case

TrendSpider

06-28

MU, HIMS, TSLA, NVDA& META Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ $Meta Platforms, Inc.(META)$ 3 Approaching the 50 👀 $NVIDIA(NVDA)$ 4 $Micron Technology(MU)$ hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st

MU, HIMS, TSLA, NVDA& META Enjoy Great Potential to Buy!

TrendSpider

07-16

NVDA, TSM, ORCL, MSFT& AMZN Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support $Amazon.com(AMZN)$ 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ $Microsoft(MSFT)$ 4 Any takers? $Oracle(ORCL)$ 5 BREAKING: $NVIDIA(NVDA)$ has announced two new Blackwell-powered m

NVDA, TSM, ORCL, MSFT& AMZN Enjoy Great Potential to Buy!

8899Nar

07-20

ISRG PRICE IS GETTING ATTRACTIVE 👀

$Intuitive Surgical(ISRG)$ PRICE IS GETTING ATTRACTIVE 👀 PRICE TARGET: $535 POTENTIAL UPSIDE: +49% ASSUMPTIONS: LTM Revenue: $11.034B 5Y Revenue CAGR: 14% 2031 Profit Margin: 33% 2031 PE Ratio: 38 Shares outstanding: 0.357B Shares reduction: 1%/year VALUATION: Q2 2031 $Intuitive Surgical(ISRG)$ Share Price =11.034 * (1.14)^5 * 0.33 * 38 /[0.357 * (0.99)^5] = 785$ You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 10%. ACTUAL PRICE: $360 FAIR VALUE: $487 1Y PRICE TARGET: $535 POTENTIAL UPSIDE: +49% EXPECTED RETURNS: 16.9%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.

ISRG PRICE IS GETTING ATTRACTIVE 👀

XAUUSD Gold Traders

07-10

GOLD: Which Way to Go?

Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for

GOLD: Which Way to Go?

Jake_Wujastyk

2025-09-25

JD: Huge Potential Right Now!

1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\'s launch of a digital assistant "Joyin" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from

JD: Huge Potential Right Now!

Laurentiu Chisca

2025-09-10

ORCL: The Strong Quarter Drives Price Higner!

$Oracle(ORCL)$ had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving

ORCL: The Strong Quarter Drives Price Higner!

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Revenue: Still fair to assume $5.6B in FY28 revenue (probably slightly conservative excluding ELSFP contribution). I've been over these numbers a lot. 2. Margins: 22% non-GAAP net margins is a solid base case for 2028. At $5.6B revenue scale, we should see operating leverage expansion. We see <a target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> guiding towards 36%, Innolight ~31%, and Eoptolink ~37%. 22% is also currently in line with analyst estimates (who have so far been conservative on the <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> numbers but best to take a","listText":"Here's how I model <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> post the $600M ATM offering AH on a Friday...: 1. Revenue: Still fair to assume $5.6B in FY28 revenue (probably slightly conservative excluding ELSFP contribution). I've been over these numbers a lot. 2. Margins: 22% non-GAAP net margins is a solid base case for 2028. At $5.6B revenue scale, we should see operating leverage expansion. We see <a target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> guiding towards 36%, Innolight ~31%, and Eoptolink ~37%. 22% is also currently in line with analyst estimates (who have so far been conservative on the <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> numbers but best to take a","text":"Here's how I model $Applied Optoelectronics(AAOI)$ post the $600M ATM offering AH on a Friday...: 1. Revenue: Still fair to assume $5.6B in FY28 revenue (probably slightly conservative excluding ELSFP contribution). I've been over these numbers a lot. 2. Margins: 22% non-GAAP net margins is a solid base case for 2028. At $5.6B revenue scale, we should see operating leverage expansion. We see $Lumentum(LITE)$ guiding towards 36%, Innolight ~31%, and Eoptolink ~37%. 22% is also currently in line with analyst estimates (who have so far been conservative on the $Applied Optoelectronics(AAOI)$ numbers but best to take a","images":[{"img":"https://community-static.tradeup.com/news/67c7fb59f9ff150e6ab481bdcd8a4be8","width":"900","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/600152417587248","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":587771246915808,"gmtCreate":1784529602158,"gmtModify":1784529612360,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011074","idStr":"10000000000011074"},"themes":[],"title":"ISRG PRICE IS GETTING ATTRACTIVE 👀","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> PRICE IS GETTING ATTRACTIVE 👀 PRICE TARGET: $535 POTENTIAL UPSIDE: +49% ASSUMPTIONS: LTM Revenue: $11.034B 5Y Revenue CAGR: 14% 2031 Profit Margin: 33% 2031 PE Ratio: 38 Shares outstanding: 0.357B Shares reduction: 1%/year VALUATION: Q2 2031 <a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Share Price =11.034 * (1.14)^5 * 0.33 * 38 /[0.357 * (0.99)^5] = 785$ You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 10%. ACTUAL PRICE: $360 FAIR VALUE: $487 1Y PRICE TARGET: $535 POTENTIAL UPSIDE: +49% EXPECTED RETURNS: 16.9%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> PRICE IS GETTING ATTRACTIVE 👀 PRICE TARGET: $535 POTENTIAL UPSIDE: +49% ASSUMPTIONS: LTM Revenue: $11.034B 5Y Revenue CAGR: 14% 2031 Profit Margin: 33% 2031 PE Ratio: 38 Shares outstanding: 0.357B Shares reduction: 1%/year VALUATION: Q2 2031 <a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Share Price =11.034 * (1.14)^5 * 0.33 * 38 /[0.357 * (0.99)^5] = 785$ You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 10%. ACTUAL PRICE: $360 FAIR VALUE: $487 1Y PRICE TARGET: $535 POTENTIAL UPSIDE: +49% EXPECTED RETURNS: 16.9%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.","text":"$Intuitive Surgical(ISRG)$ PRICE IS GETTING ATTRACTIVE 👀 PRICE TARGET: $535 POTENTIAL UPSIDE: +49% ASSUMPTIONS: LTM Revenue: $11.034B 5Y Revenue CAGR: 14% 2031 Profit Margin: 33% 2031 PE Ratio: 38 Shares outstanding: 0.357B Shares reduction: 1%/year VALUATION: Q2 2031 $Intuitive Surgical(ISRG)$ Share Price =11.034 * (1.14)^5 * 0.33 * 38 /[0.357 * (0.99)^5] = 785$ You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 10%. ACTUAL PRICE: $360 FAIR VALUE: $487 1Y PRICE TARGET: $535 POTENTIAL UPSIDE: +49% EXPECTED RETURNS: 16.9%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.","images":[{"img":"https://community-static.tradeup.com/news/95d4accb71067f1acc1677697343b022","width":"900","height":"416"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587771246915808","isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586369931784288,"gmtCreate":1784187503649,"gmtModify":1784187518007,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"NVDA, TSM, ORCL, MSFT& AMZN Enjoy Great Potential to Buy!","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Any takers? <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> 5 BREAKING: <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has announced two new Blackwell-powered m","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Any takers? <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> 5 BREAKING: <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has announced two new Blackwell-powered m","text":"Hello everyone! Today i want to share some technical analysis with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support $Amazon.com(AMZN)$ 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ $Microsoft(MSFT)$ 4 Any takers? $Oracle(ORCL)$ 5 BREAKING: $NVIDIA(NVDA)$ has announced two new Blackwell-powered m","images":[{"img":"https://community-static.tradeup.com/news/1aeb1563cd1c4a0196b3af2ad3e279c8","width":"862","height":"621"},{"img":"https://community-static.tradeup.com/news/44dcdc7c835e8ee4303311ee3cb444ac","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/9edccd0f45eaed02087cd21bc58a176d","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/586369931784288","isVote":1,"tweetType":1,"viewCount":1850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":584222703448288,"gmtCreate":1783663258538,"gmtModify":1783664418552,"author":{"id":"10000000000010924","authorId":"10000000000010924","name":"XAUUSD Gold Traders","avatar":"https://community-static.tradeup.com/news/6ec329fddcb95dc0e61a33a6a2b637a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010924","idStr":"10000000000010924"},"themes":[],"title":"GOLD: Which Way to Go?","htmlText":"Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for","listText":"Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for","text":"Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":49,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/584222703448288","isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579929916674144,"gmtCreate":1782615234335,"gmtModify":1782615976298,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"MU, HIMS, TSLA, NVDA& META Enjoy Great Potential to Buy!","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 3 Approaching the 50 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 4 <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 3 Approaching the 50 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 4 <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st","text":"Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ $Meta Platforms, Inc.(META)$ 3 Approaching the 50 👀 $NVIDIA(NVDA)$ 4 $Micron Technology(MU)$ hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st","images":[{"img":"https://community-static.tradeup.com/news/e73a70a6b28ce0e5a2005b62eb40d093","width":"900","height":"673"},{"img":"https://community-static.tradeup.com/news/7c854945100981c2c5cb5943251fbb2a","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/4f408b837af524b74c185ac9b529963d","width":"900","height":"673"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1928,"commentSize":6,"repostSize":738,"link":"https://ttm.financial/post/579929916674144","isVote":1,"tweetType":1,"viewCount":19713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":482336141041712,"gmtCreate":1758791571887,"gmtModify":1758794401702,"author":{"id":"10000000000010923","authorId":"10000000000010923","name":"Jake_Wujastyk","avatar":"https://community-static.tradeup.com/news/9ee472b744df01ff6083f6a27baa9d94","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010923","idStr":"10000000000010923"},"themes":[],"title":"JD: Huge Potential Right Now!","htmlText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","listText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","text":"1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","images":[{"img":"https://community-static.tradeup.com/news/087774f655c2e4cc4dd1c098c63ffc96","width":"390","height":"680"},{"img":"https://community-static.tradeup.com/news/9a24b1db18159a3fc68ff722b18c5dd1","width":"593","height":"680"},{"img":"https://community-static.tradeup.com/news/49bb166f146f06325b58b8163790b614","width":"680","height":"537"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":310,"commentSize":0,"repostSize":17,"link":"https://ttm.financial/post/482336141041712","isVote":1,"tweetType":1,"viewCount":5206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":477186289975392,"gmtCreate":1757504570103,"gmtModify":1757508532923,"author":{"id":"10000000000011073","authorId":"10000000000011073","name":"Laurentiu Chisca","avatar":"https://community-static.tradeup.com/news/c52d84d2402f0a926e8773729e1febfc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011073","idStr":"10000000000011073"},"themes":[],"title":"ORCL: The Strong Quarter Drives Price Higner!","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving","text":"$Oracle(ORCL)$ had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving","images":[{"img":"https://community-static.tradeup.com/news/a0402ab35df612c21f0a2106b19f1ae3","width":"1915","height":"889"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1308,"commentSize":2,"repostSize":39,"link":"https://ttm.financial/post/477186289975392","isVote":1,"tweetType":1,"viewCount":8568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"ORCL’s 28% cloud growth + $455B backlog! AI bet drives long-term hope!","text":"ORCL’s 28% cloud growth + $455B backlog! AI bet drives long-term hope!","html":"ORCL’s 28% cloud growth + $455B backlog! AI bet drives long-term hope!"},{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011024","idStr":"10000000000011024"},"content":"ORCL’s Q strong, but negative FCF,wait for data center spend to ease!","text":"ORCL’s Q strong, but negative FCF,wait for data center spend to ease!","html":"ORCL’s Q strong, but negative FCF,wait for data center spend to ease!"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":461946032918624,"gmtCreate":1753798837087,"gmtModify":1753799410060,"author":{"id":"4125066935320882","authorId":"4125066935320882","name":"Longacres_Finance","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125066935320882","idStr":"4125066935320882"},"themes":[],"title":"WM: Q2 Highlights","htmlText":"Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management <a href=\"https://ttm.financial/S/WM\">$Waste Management(WM)$</a> Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill &amp; RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://tigr.link/9ApRRc\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a>","listText":"Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management <a href=\"https://ttm.financial/S/WM\">$Waste Management(WM)$</a> Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill &amp; RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：<a href=\"https://tigr.link/9ApRRc\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a>","text":"Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.","images":[{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":900,"commentSize":3,"repostSize":49,"link":"https://ttm.financial/post/461946032918624","isVote":1,"tweetType":1,"viewCount":9301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":461944345899024,"gmtCreate":1753798520092,"gmtModify":1753799094452,"author":{"id":"10000000000010929","authorId":"10000000000010929","name":"ShayBoloor","avatar":"https://community-static.tradeup.com/news/827c3f97d3890eff0091b72bce53d46d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010929","idStr":"10000000000010929"},"themes":[],"title":"Trading Ideas| UNH& NVO","htmlText":"1. <a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> IS AN ABSOLUTE MESSToday’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.2. <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> Q2 Earnings 🚨• Sales $11.62B vs Est. $11.59B• EPS $4.08 vs Est. $4.45• Medical Care Ratio: 89.4% -- up +430 bps YoYFY25 Guidance• Sales $447B vs Est. $449B• EPS $16.00 vs Est. $20.90• Medical Care Ratio: 89.3%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to","listText":"1. <a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> IS AN ABSOLUTE MESSToday’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.2. <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> Q2 Earnings 🚨• Sales $11.62B vs Est. $11.59B• EPS $4.08 vs Est. $4.45• Medical Care Ratio: 89.4% -- up +430 bps YoYFY25 Guidance• Sales $447B vs Est. $449B• EPS $16.00 vs Est. $20.90• Medical Care Ratio: 89.3%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to","text":"1. $Novo-Nordisk A/S(NVO)$ IS AN ABSOLUTE MESSToday’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.2. $UnitedHealth(UNH)$ Q2 Earnings 🚨• Sales $11.62B vs Est. $11.59B• EPS $4.08 vs Est. $4.45• Medical Care Ratio: 89.4% -- up +430 bps YoYFY25 Guidance• Sales $447B vs Est. $449B• EPS $16.00 vs Est. $20.90• Medical Care Ratio: 89.3%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to","images":[{"img":"https://community-static.tradeup.com/news/1e62a656f99edf90d1e6c9bb8e60c78d","width":"847","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":594,"commentSize":1,"repostSize":30,"link":"https://ttm.financial/post/461944345899024","isVote":1,"tweetType":1,"viewCount":9290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":457340645322848,"gmtCreate":1752674474881,"gmtModify":1752675000854,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"Earning Reports: GS, BAC& ASML","htmlText":"Hello everyone! Today i want to share some technical analysis with u!1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> Rocket Lab?More like rocket fuel. 🚀 +80% YTDImage2. <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> earnings are out for Q2:~EPS: $0.89 vs $0.87 est~REV: $26.46B vs $26.70B estImage3. <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> dropping hard in pre-market on earnings print:~EPS: $6.69 vs $5.94 est~REV: $8.721B vs $8.55B estImage4. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> posts double beat for Q2:~EPS: $10.91 vs $9.48 est~REV: $14.58B vs $13.36B estImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 comm","listText":"Hello everyone! Today i want to share some technical analysis with u!1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> Rocket Lab?More like rocket fuel. 🚀 +80% YTDImage2. <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> earnings are out for Q2:~EPS: $0.89 vs $0.87 est~REV: $26.46B vs $26.70B estImage3. <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> dropping hard in pre-market on earnings print:~EPS: $6.69 vs $5.94 est~REV: $8.721B vs $8.55B estImage4. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> posts double beat for Q2:~EPS: $10.91 vs $9.48 est~REV: $14.58B vs $13.36B estImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 comm","text":"Hello everyone! Today i want to share some technical analysis with u!1. $Rocket Lab USA, Inc.(RKLB)$ Rocket Lab?More like rocket fuel. 🚀 +80% YTDImage2. $Bank of America(BAC)$ earnings are out for Q2:~EPS: $0.89 vs $0.87 est~REV: $26.46B vs $26.70B estImage3. $ASML Holding NV(ASML)$ dropping hard in pre-market on earnings print:~EPS: $6.69 vs $5.94 est~REV: $8.721B vs $8.55B estImage4. $Goldman Sachs(GS)$ posts double beat for Q2:~EPS: $10.91 vs $9.48 est~REV: $14.58B vs $13.36B estImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 comm","images":[{"img":"https://community-static.tradeup.com/news/1ae0c721cb9ff5b55212b5f407dcc1c1","width":"1428","height":"1026"},{"img":"https://community-static.tradeup.com/news/3bf0f3fe0da7e0353da0cec0944205f8","width":"1792","height":"1024"},{"img":"https://community-static.tradeup.com/news/4dde4abe60f36bdc8e08bb6987aadccc","width":"680","height":"389"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":269,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/457340645322848","isVote":1,"tweetType":1,"viewCount":4681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":449367595815072,"gmtCreate":1750736405017,"gmtModify":1750736458875,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011074","idStr":"10000000000011074"},"themes":[],"title":"TMDX: Huge Potential To Buy!","htmlText":"1) <a href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$</a> stock is up 2x from recent bottomIn this thread I'll explain you why it remains my second biggest position🧵Image2) For those unfamiliar with the company, TransMedics has developed a groundbreaking technology to improve organ transplant procedures by preserving hearts, lungs, and livers in specialized boxes that keep the organs alive outside the body.Image3) The company has also built an integrated service around this innovation, deploying its own logistics fleet and a team of medical experts to offer a comprehensive, end-to-end solution.Image4) This turnaround comes after a sharp deceleration in growth reported in Q3 of last year, which was followed by a short-seller report that further pressured the stock.5) Des","listText":"1) <a href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$</a> stock is up 2x from recent bottomIn this thread I'll explain you why it remains my second biggest position🧵Image2) For those unfamiliar with the company, TransMedics has developed a groundbreaking technology to improve organ transplant procedures by preserving hearts, lungs, and livers in specialized boxes that keep the organs alive outside the body.Image3) The company has also built an integrated service around this innovation, deploying its own logistics fleet and a team of medical experts to offer a comprehensive, end-to-end solution.Image4) This turnaround comes after a sharp deceleration in growth reported in Q3 of last year, which was followed by a short-seller report that further pressured the stock.5) Des","text":"1) $TransMedics Group, Inc.(TMDX)$ stock is up 2x from recent bottomIn this thread I'll explain you why it remains my second biggest position🧵Image2) For those unfamiliar with the company, TransMedics has developed a groundbreaking technology to improve organ transplant procedures by preserving hearts, lungs, and livers in specialized boxes that keep the organs alive outside the body.Image3) The company has also built an integrated service around this innovation, deploying its own logistics fleet and a team of medical experts to offer a comprehensive, end-to-end solution.Image4) This turnaround comes after a sharp deceleration in growth reported in Q3 of last year, which was followed by a short-seller report that further pressured the stock.5) Des","images":[{"img":"https://community-static.tradeup.com/news/7a5c14d19332d1ddba2fb5189600d395","width":"900","height":"465"},{"img":"https://community-static.tradeup.com/news/2702e553d84ff28cc2698bb40f6e351e","width":"900","height":"507"},{"img":"https://community-static.tradeup.com/news/8d5235a09f92b2d2322529cddb3ca603","width":"680","height":"383"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/449367595815072","isVote":1,"tweetType":1,"viewCount":4220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":439823371980888,"gmtCreate":1748402920934,"gmtModify":1748404117071,"author":{"id":"10000000000011073","authorId":"10000000000011073","name":"Laurentiu Chisca","avatar":"https://community-static.tradeup.com/news/c52d84d2402f0a926e8773729e1febfc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011073","idStr":"10000000000011073"},"themes":[],"title":"🔧 AutoZone $AZO Q3 2025 Earnings: Strong Sales, Margin Pressure","htmlText":"<a href=\"https://ttm.financial/S/AZO\">$AutoZone(AZO)$</a> 📈 Key Financials (GAAP)Net Sales: $4.46B → +5.4% YoYOperating Profit: $866M → -3.8% YoYNet Income: $608M → -6.6% YoYDiluted EPS: $35.36 → -3.6% YoYSame store sales performance:Domestic: +5.0%International (Constant Currency): +8.1%Total Company (Constant Currency): +5.4%“We continue to be pleased with our strategy to grow our domestic and international DIY and Commercial sales.”— Phil Daniele, CEO🧮 Margin DetailsGross margin declined 77 bps to 52.7%, pressured by:Higher inventory shrinkUnfavorable mix from commercial salesStartup costs for new distribution centersA non-cash LIFO charge of $8MOperating expenses rose to 33.3% of sales (from 32.2%), driven by:Higher self-insurance expenseGrowth initiative investments🏪 Growth &amp; Expa","listText":"<a href=\"https://ttm.financial/S/AZO\">$AutoZone(AZO)$</a> 📈 Key Financials (GAAP)Net Sales: $4.46B → +5.4% YoYOperating Profit: $866M → -3.8% YoYNet Income: $608M → -6.6% YoYDiluted EPS: $35.36 → -3.6% YoYSame store sales performance:Domestic: +5.0%International (Constant Currency): +8.1%Total Company (Constant Currency): +5.4%“We continue to be pleased with our strategy to grow our domestic and international DIY and Commercial sales.”— Phil Daniele, CEO🧮 Margin DetailsGross margin declined 77 bps to 52.7%, pressured by:Higher inventory shrinkUnfavorable mix from commercial salesStartup costs for new distribution centersA non-cash LIFO charge of $8MOperating expenses rose to 33.3% of sales (from 32.2%), driven by:Higher self-insurance expenseGrowth initiative investments🏪 Growth &amp; Expa","text":"$AutoZone(AZO)$ 📈 Key Financials (GAAP)Net Sales: $4.46B → +5.4% YoYOperating Profit: $866M → -3.8% YoYNet Income: $608M → -6.6% YoYDiluted EPS: $35.36 → -3.6% YoYSame store sales performance:Domestic: +5.0%International (Constant Currency): +8.1%Total Company (Constant Currency): +5.4%“We continue to be pleased with our strategy to grow our domestic and international DIY and Commercial sales.”— Phil Daniele, CEO🧮 Margin DetailsGross margin declined 77 bps to 52.7%, pressured by:Higher inventory shrinkUnfavorable mix from commercial salesStartup costs for new distribution centersA non-cash LIFO charge of $8MOperating expenses rose to 33.3% of sales (from 32.2%), driven by:Higher self-insurance expenseGrowth initiative investments🏪 Growth & Expa","images":[{"img":"https://community-static.tradeup.com/news/2661640c6ce0aafe7fa6042273b4d06e","width":"1913","height":"888"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439823371980888","isVote":1,"tweetType":1,"viewCount":4890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":439291261231800,"gmtCreate":1748273165548,"gmtModify":1748274080194,"author":{"id":"10000000000010984","authorId":"10000000000010984","name":"Darlene Lucy","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010984","idStr":"10000000000010984"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> <v-v data-views=\"1\"></v-v>[Lovely]MSTR is the \"Bitcoin ETF with a business intelligence side hustle\" —trading at 3.6x Bitcoin leverage (because YOLO), with a 13B Bitcoin stash that makes Saylor the HODL Pope. Bulls call it “digital gold’s hype vessel”; bears say it’s “margin debt cosplaying as a tech stock”.Why crypto zealots drool:BTC hoarder: 214,400 BTC ($13B)—literally Satoshi’s spreadsheet.Leverage lunacy: $2.3B debt to buy dips… Michael Saylor’s “trust me bro” bonds.-95% in 2022? Pfft. Just a ”fire sale on hopium” for true believers.","listText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> <v-v data-views=\"1\"></v-v>[Lovely]MSTR is the \"Bitcoin ETF with a business intelligence side hustle\" —trading at 3.6x Bitcoin leverage (because YOLO), with a 13B Bitcoin stash that makes Saylor the HODL Pope. Bulls call it “digital gold’s hype vessel”; bears say it’s “margin debt cosplaying as a tech stock”.Why crypto zealots drool:BTC hoarder: 214,400 BTC ($13B)—literally Satoshi’s spreadsheet.Leverage lunacy: $2.3B debt to buy dips… Michael Saylor’s “trust me bro” bonds.-95% in 2022? Pfft. Just a ”fire sale on hopium” for true believers.","text":"$Strategy(MSTR)$ [Lovely]MSTR is the \"Bitcoin ETF with a business intelligence side hustle\" —trading at 3.6x Bitcoin leverage (because YOLO), with a 13B Bitcoin stash that makes Saylor the HODL Pope. Bulls call it “digital gold’s hype vessel”; bears say it’s “margin debt cosplaying as a tech stock”.Why crypto zealots drool:BTC hoarder: 214,400 BTC ($13B)—literally Satoshi’s spreadsheet.Leverage lunacy: $2.3B debt to buy dips… Michael Saylor’s “trust me bro” bonds.-95% in 2022? Pfft. Just a ”fire sale on hopium” for true believers.","images":[{"img":"https://community-static.tradeup.com/news/371c5e2c5d247724e46986e36065535b","width":"1000","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439291261231800","isVote":1,"tweetType":1,"viewCount":5219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":435582662836232,"gmtCreate":1747367266656,"gmtModify":1747377559144,"author":{"id":"4125066935320882","authorId":"4125066935320882","name":"Longacres_Finance","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125066935320882","idStr":"4125066935320882"},"themes":[],"title":"4 Dividend Champions: MO, PII, EPD& NNN","htmlText":"1.4 Dividend Champions all with a yield over 5%, including two over 6%, and one over 7%. The question is are these yields sustainable. <a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a> <a href=\"https://ttm.financial/S/PII\">$Polaris(PII)$</a> <a href=\"https://ttm.financial/S/EPD\">$Enterprise Products Partners LP(EPD)$</a> <a href=\"https://ttm.financial/S/NNN\">$NNN REIT INC(NNN)$</a> Image2. <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> is a perfect example of a falling knife. If you’ve bitten on the way down the cuts are still coming.Down another 15% today.In this type of market action timing the bottom is a real gamble.If you love the stock bubble on the at down and nibble on its eventual rise up. DCAImageFor whom haven't open CBA can know more from below:🏦 Open a CBA t","listText":"1.4 Dividend Champions all with a yield over 5%, including two over 6%, and one over 7%. The question is are these yields sustainable. <a href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a> <a href=\"https://ttm.financial/S/PII\">$Polaris(PII)$</a> <a href=\"https://ttm.financial/S/EPD\">$Enterprise Products Partners LP(EPD)$</a> <a href=\"https://ttm.financial/S/NNN\">$NNN REIT INC(NNN)$</a> Image2. <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> is a perfect example of a falling knife. If you’ve bitten on the way down the cuts are still coming.Down another 15% today.In this type of market action timing the bottom is a real gamble.If you love the stock bubble on the at down and nibble on its eventual rise up. DCAImageFor whom haven't open CBA can know more from below:🏦 Open a CBA t","text":"1.4 Dividend Champions all with a yield over 5%, including two over 6%, and one over 7%. The question is are these yields sustainable. $Altria(MO)$ $Polaris(PII)$ $Enterprise Products Partners LP(EPD)$ $NNN REIT INC(NNN)$ Image2. $UnitedHealth(UNH)$ is a perfect example of a falling knife. If you’ve bitten on the way down the cuts are still coming.Down another 15% today.In this type of market action timing the bottom is a real gamble.If you love the stock bubble on the at down and nibble on its eventual rise up. DCAImageFor whom haven't open CBA can know more from below:🏦 Open a CBA t","images":[{"img":"https://community-static.tradeup.com/news/11d314cd095c71c3e96dfab556401232","width":"614","height":"392"},{"img":"https://community-static.tradeup.com/news/a0415128e188adb09d75646cc01262ee","width":"680","height":"305"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":98,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/435582662836232","isVote":1,"tweetType":1,"viewCount":5720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":431008091852880,"gmtCreate":1746257859875,"gmtModify":1746266549646,"author":{"id":"4140594566835972","authorId":"4140594566835972","name":"HoChe","avatar":"https://community-static.tradeup.com/news/80f3d3a2627ce910033fd9e81c64ad7b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4140594566835972","idStr":"4140594566835972"},"themes":[],"title":"【市場週期的精確度】散戶必須掌握的利器 2025年4月29日","htmlText":"過去的幾期文章講述了穩定盈利的投資策略，我相信這對於大多數人來講都是最為實用的入市方式，多數人的合理預期應當是能夠抵抗通脹之餘，能夠有長期穩定並且可以預期的超額回報，以實現“慢慢變富”，讓自己不斷提高生活品質，在老年的時候複式效應資產膨脹，再考慮悠閒的退休生活以及財富傳承。這一切都是來自上帝給予我們最有力的財富密碼，不是什麼秘密，就是財富最強大的武器“複利效應”。本欄不是理財頻道，相信大家聽得都多已經很熟悉。一般的保證回報儲蓄產品收益率在3-6%之間，即便不高的收益率放到一般80歲之後財富也是驚人的速度增長，真是活得越久越富有。以巴菲特為模板，我們來看看他的收益率統計：指标 巴菲特（伯克希尔） 标普500指数（含股息） 超额收益1965-2024年（59年） 19.8% 10.2% +9.6%1957-1969年（合伙基金） 29.5% 未披露 显著领先1994-2024年（伯克希尔） 9.6% 约7%-8% +1.6%-2.6%對比保守的儲蓄產品收益率，“普通人”以標普500指數為目標，過去59年收益率每年依然達到10.2%。要知道超過10%的收益率，中國大陸某官員已經以“騙案”來形容，對比中國目前國債十年期收益率僅1.6%，確實已經高得嚇人。如果以美國十年期國債4.16%，標普500指數預期10%收益率，計算過去50年持有黃金年化收益率大概在7%左右，以該三者構建一個投資組合，上文介紹過了達利奧的全天候投資策略，我們得到一個概念就是不同的資產類別組合能夠起到平滑收益率減低資產淨值的波動。如果說自認投資能力無法超越巴菲特，那麼作為普通人至少要考慮長期定投指數，以及分散投資在不同的資產。除此之外，還有什麼可以讓我們取得超額回報呢？分散三個不同資產，主要目的明顯是為了減低股市的波動性，從歷史我們知道股市長遠向好，但是中間出現的波動和回調有時候大","listText":"過去的幾期文章講述了穩定盈利的投資策略，我相信這對於大多數人來講都是最為實用的入市方式，多數人的合理預期應當是能夠抵抗通脹之餘，能夠有長期穩定並且可以預期的超額回報，以實現“慢慢變富”，讓自己不斷提高生活品質，在老年的時候複式效應資產膨脹，再考慮悠閒的退休生活以及財富傳承。這一切都是來自上帝給予我們最有力的財富密碼，不是什麼秘密，就是財富最強大的武器“複利效應”。本欄不是理財頻道，相信大家聽得都多已經很熟悉。一般的保證回報儲蓄產品收益率在3-6%之間，即便不高的收益率放到一般80歲之後財富也是驚人的速度增長，真是活得越久越富有。以巴菲特為模板，我們來看看他的收益率統計：指标 巴菲特（伯克希尔） 标普500指数（含股息） 超额收益1965-2024年（59年） 19.8% 10.2% +9.6%1957-1969年（合伙基金） 29.5% 未披露 显著领先1994-2024年（伯克希尔） 9.6% 约7%-8% +1.6%-2.6%對比保守的儲蓄產品收益率，“普通人”以標普500指數為目標，過去59年收益率每年依然達到10.2%。要知道超過10%的收益率，中國大陸某官員已經以“騙案”來形容，對比中國目前國債十年期收益率僅1.6%，確實已經高得嚇人。如果以美國十年期國債4.16%，標普500指數預期10%收益率，計算過去50年持有黃金年化收益率大概在7%左右，以該三者構建一個投資組合，上文介紹過了達利奧的全天候投資策略，我們得到一個概念就是不同的資產類別組合能夠起到平滑收益率減低資產淨值的波動。如果說自認投資能力無法超越巴菲特，那麼作為普通人至少要考慮長期定投指數，以及分散投資在不同的資產。除此之外，還有什麼可以讓我們取得超額回報呢？分散三個不同資產，主要目的明顯是為了減低股市的波動性，從歷史我們知道股市長遠向好，但是中間出現的波動和回調有時候大","text":"過去的幾期文章講述了穩定盈利的投資策略，我相信這對於大多數人來講都是最為實用的入市方式，多數人的合理預期應當是能夠抵抗通脹之餘，能夠有長期穩定並且可以預期的超額回報，以實現“慢慢變富”，讓自己不斷提高生活品質，在老年的時候複式效應資產膨脹，再考慮悠閒的退休生活以及財富傳承。這一切都是來自上帝給予我們最有力的財富密碼，不是什麼秘密，就是財富最強大的武器“複利效應”。本欄不是理財頻道，相信大家聽得都多已經很熟悉。一般的保證回報儲蓄產品收益率在3-6%之間，即便不高的收益率放到一般80歲之後財富也是驚人的速度增長，真是活得越久越富有。以巴菲特為模板，我們來看看他的收益率統計：指标 巴菲特（伯克希尔） 标普500指数（含股息） 超额收益1965-2024年（59年） 19.8% 10.2% +9.6%1957-1969年（合伙基金） 29.5% 未披露 显著领先1994-2024年（伯克希尔） 9.6% 约7%-8% +1.6%-2.6%對比保守的儲蓄產品收益率，“普通人”以標普500指數為目標，過去59年收益率每年依然達到10.2%。要知道超過10%的收益率，中國大陸某官員已經以“騙案”來形容，對比中國目前國債十年期收益率僅1.6%，確實已經高得嚇人。如果以美國十年期國債4.16%，標普500指數預期10%收益率，計算過去50年持有黃金年化收益率大概在7%左右，以該三者構建一個投資組合，上文介紹過了達利奧的全天候投資策略，我們得到一個概念就是不同的資產類別組合能夠起到平滑收益率減低資產淨值的波動。如果說自認投資能力無法超越巴菲特，那麼作為普通人至少要考慮長期定投指數，以及分散投資在不同的資產。除此之外，還有什麼可以讓我們取得超額回報呢？分散三個不同資產，主要目的明顯是為了減低股市的波動性，從歷史我們知道股市長遠向好，但是中間出現的波動和回調有時候大","images":[{"img":"https://community-static.tradeup.com/news/c37490c2689949b87e89856380cc7594","width":"500","height":"261"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/431008091852880","isVote":1,"tweetType":1,"viewCount":5576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":419008047350144,"gmtCreate":1743304682600,"gmtModify":1743304687425,"author":{"id":"10000000000010986","authorId":"10000000000010986","name":"Abbott Cook(e)","avatar":"https://static.tigerbbs.com/a1fca2cb85ad90a226456299b6930c86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010986","idStr":"10000000000010986"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>As for my ideas about apple, i want to cite the words from Munger. \"Over the long term, it's hard for a stock to earn a much better return than the business which underlies it.\" Apple is one of the stock!FCF/Share CAGR: 25.4%Stock Price CAGR: 25.8%The true apple for investment for long term investment!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>As for my ideas about apple, i want to cite the words from Munger. \"Over the long term, it's hard for a stock to earn a much better return than the business which underlies it.\" Apple is one of the stock!FCF/Share CAGR: 25.4%Stock Price CAGR: 25.8%The true apple for investment for long term investment!","text":"$Apple(AAPL)$ As for my ideas about apple, i want to cite the words from Munger. \"Over the long term, it's hard for a stock to earn a much better return than the business which underlies it.\" Apple is one of the stock!FCF/Share CAGR: 25.4%Stock Price CAGR: 25.8%The true apple for investment for long term investment!","images":[{"img":"https://community-static.tradeup.com/news/2bcb8cb11d50a420546111872f7f7c8c","width":"1600","height":"1052"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419008047350144","isVote":1,"tweetType":1,"viewCount":4158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":413085472174376,"gmtCreate":1741825792701,"gmtModify":1741831410525,"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548734971517314","idStr":"3548734971517314"},"themes":[],"title":"US banks analysis","htmlText":"Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a","listText":"Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a","text":"Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":89,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/413085472174376","isVote":1,"tweetType":1,"viewCount":6034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":410528353411160,"gmtCreate":1741236105710,"gmtModify":1741239951779,"author":{"id":"10000000000011059","authorId":"10000000000011059","name":"OguzO Capitalist","avatar":"https://community-static.tradeup.com/news/27d9a0b39634961f1b2fc3417b5abd53","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011059","idStr":"10000000000011059"},"themes":[],"title":"AMSL: Huge Potential to Buy!","htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took","text":"$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took","images":[{"img":"https://community-static.tradeup.com/news/ad831d85b097ed4f1dd9cbbc8d4f65d9","width":"680","height":"482"},{"img":"https://community-static.tradeup.com/news/8488380074fbb44d97635831264a8c01","width":"900","height":"653"},{"img":"https://community-static.tradeup.com/news/c02aa9e5563244d77fc0835280447076","width":"680","height":"482"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/410528353411160","isVote":1,"tweetType":1,"viewCount":7066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},{"id":409933220675648,"gmtCreate":1741090895837,"gmtModify":1741093206742,"author":{"id":"10000000000011059","authorId":"10000000000011059","name":"OguzO Capitalist","avatar":"https://community-static.tradeup.com/news/27d9a0b39634961f1b2fc3417b5abd53","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011059","idStr":"10000000000011059"},"themes":[],"title":"GOOG: The Undervauled AI Giant","htmlText":"Hello everyone! Today i want to share some trading analysis with you!1. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> - Search volume is increasing.- Youtube growth remains robust.- It has the fastest growing cloud unit.Yet, it's trading at its lowest valuation since early 2023.It's literally free money at these levels.Image2.What should investors do?Well, there is no definitive prescription, only some suggestions:- Avoid popular sectors.- Don't overpay for growth.- Overweight defensive businesses.- Diversify into different asset classes.You can't time the crash but you can prepare.Follow me to learn more about analysis!!","listText":"Hello everyone! Today i want to share some trading analysis with you!1. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> - Search volume is increasing.- Youtube growth remains robust.- It has the fastest growing cloud unit.Yet, it's trading at its lowest valuation since early 2023.It's literally free money at these levels.Image2.What should investors do?Well, there is no definitive prescription, only some suggestions:- Avoid popular sectors.- Don't overpay for growth.- Overweight defensive businesses.- Diversify into different asset classes.You can't time the crash but you can prepare.Follow me to learn more about analysis!!","text":"Hello everyone! Today i want to share some trading analysis with you!1. $Alphabet(GOOG)$ - Search volume is increasing.- Youtube growth remains robust.- It has the fastest growing cloud unit.Yet, it's trading at its lowest valuation since early 2023.It's literally free money at these levels.Image2.What should investors do?Well, there is no definitive prescription, only some suggestions:- Avoid popular sectors.- Don't overpay for growth.- Overweight defensive businesses.- Diversify into different asset classes.You can't time the crash but you can prepare.Follow me to learn more about analysis!!","images":[{"img":"https://community-static.tradeup.com/news/1f29465ba803d805c4da90e583d32730","width":"1600","height":"1133"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":213,"commentSize":2,"repostSize":86,"link":"https://ttm.financial/post/409933220675648","isVote":1,"tweetType":1,"viewCount":9262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":393477309341728,"gmtCreate":1737080350990,"gmtModify":1737082240350,"author":{"id":"4125066935320882","authorId":"4125066935320882","name":"Longacres_Finance","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125066935320882","idStr":"4125066935320882"},"themes":[],"title":"Earning Reports: UNH, BAC, MS, PNC& USB","htmlText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> released Q4 earnings this morning. Non GAAP EPS came in at $6.81 per share, $0.07 above estimates, on revenue of $100.8B which was a 6.8% increase YoY but missed expectations by $930M.2. <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> released Q4 earnings this with a double beat. GAAP EPS was $0.82 (beating estimates by $0.05) on revenue of $25.3B, a 15.2% increase YoY and topping analyst expectations by $170M.3. <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> also had a double beat on Q4 earnings today. GAAP EPS was $2.22 (beat by $0.53) on revenue of $16.2B (beat by $1.17B) and was a 25.7% increase YoY.4.The banks are rolli","listText":"Hello everyone! Today i want to share some technical analysis with you!1. <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> released Q4 earnings this morning. Non GAAP EPS came in at $6.81 per share, $0.07 above estimates, on revenue of $100.8B which was a 6.8% increase YoY but missed expectations by $930M.2. <a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a> released Q4 earnings this with a double beat. GAAP EPS was $0.82 (beating estimates by $0.05) on revenue of $25.3B, a 15.2% increase YoY and topping analyst expectations by $170M.3. <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a> also had a double beat on Q4 earnings today. GAAP EPS was $2.22 (beat by $0.53) on revenue of $16.2B (beat by $1.17B) and was a 25.7% increase YoY.4.The banks are rolli","text":"Hello everyone! Today i want to share some technical analysis with you!1. $UnitedHealth(UNH)$ released Q4 earnings this morning. Non GAAP EPS came in at $6.81 per share, $0.07 above estimates, on revenue of $100.8B which was a 6.8% increase YoY but missed expectations by $930M.2. $Bank of America(BAC)$ released Q4 earnings this with a double beat. GAAP EPS was $0.82 (beating estimates by $0.05) on revenue of $25.3B, a 15.2% increase YoY and topping analyst expectations by $170M.3. $Morgan Stanley(MS)$ also had a double beat on Q4 earnings today. GAAP EPS was $2.22 (beat by $0.53) on revenue of $16.2B (beat by $1.17B) and was a 25.7% increase YoY.4.The banks are rolli","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":33,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/393477309341728","isVote":1,"tweetType":1,"viewCount":5466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":600152417587248,"gmtCreate":1787552283642,"gmtModify":1787552678403,"author":{"id":"4185342232206122","authorId":"4185342232206122","name":"MMMTWealth","avatar":"https://static.tigerbbs.com/2e24ae41763e3c94d1abf47fc759247b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185342232206122","idStr":"4185342232206122"},"themes":[],"title":"AAOI's Dilution Is Priced In—Here's the 2028 Bull Case","htmlText":"Here's how I model <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> post the $600M ATM offering AH on a Friday...: 1. Revenue: Still fair to assume $5.6B in FY28 revenue (probably slightly conservative excluding ELSFP contribution). I've been over these numbers a lot. 2. Margins: 22% non-GAAP net margins is a solid base case for 2028. At $5.6B revenue scale, we should see operating leverage expansion. We see <a target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> guiding towards 36%, Innolight ~31%, and Eoptolink ~37%. 22% is also currently in line with analyst estimates (who have so far been conservative on the <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> numbers but best to take a","listText":"Here's how I model <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> post the $600M ATM offering AH on a Friday...: 1. Revenue: Still fair to assume $5.6B in FY28 revenue (probably slightly conservative excluding ELSFP contribution). I've been over these numbers a lot. 2. Margins: 22% non-GAAP net margins is a solid base case for 2028. At $5.6B revenue scale, we should see operating leverage expansion. We see <a target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> guiding towards 36%, Innolight ~31%, and Eoptolink ~37%. 22% is also currently in line with analyst estimates (who have so far been conservative on the <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> numbers but best to take a","text":"Here's how I model $Applied Optoelectronics(AAOI)$ post the $600M ATM offering AH on a Friday...: 1. Revenue: Still fair to assume $5.6B in FY28 revenue (probably slightly conservative excluding ELSFP contribution). I've been over these numbers a lot. 2. Margins: 22% non-GAAP net margins is a solid base case for 2028. At $5.6B revenue scale, we should see operating leverage expansion. We see $Lumentum(LITE)$ guiding towards 36%, Innolight ~31%, and Eoptolink ~37%. 22% is also currently in line with analyst estimates (who have so far been conservative on the $Applied Optoelectronics(AAOI)$ numbers but best to take a","images":[{"img":"https://community-static.tradeup.com/news/67c7fb59f9ff150e6ab481bdcd8a4be8","width":"900","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/600152417587248","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":579929916674144,"gmtCreate":1782615234335,"gmtModify":1782615976298,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"MU, HIMS, TSLA, NVDA& META Enjoy Great Potential to Buy!","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 3 Approaching the 50 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 4 <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 3 Approaching the 50 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 4 <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st","text":"Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ $Meta Platforms, Inc.(META)$ 3 Approaching the 50 👀 $NVIDIA(NVDA)$ 4 $Micron Technology(MU)$ hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st","images":[{"img":"https://community-static.tradeup.com/news/e73a70a6b28ce0e5a2005b62eb40d093","width":"900","height":"673"},{"img":"https://community-static.tradeup.com/news/7c854945100981c2c5cb5943251fbb2a","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/4f408b837af524b74c185ac9b529963d","width":"900","height":"673"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1928,"commentSize":6,"repostSize":738,"link":"https://ttm.financial/post/579929916674144","isVote":1,"tweetType":1,"viewCount":19713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":586369931784288,"gmtCreate":1784187503649,"gmtModify":1784187518007,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"NVDA, TSM, ORCL, MSFT& AMZN Enjoy Great Potential to Buy!","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Any takers? <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> 5 BREAKING: <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has announced two new Blackwell-powered m","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Any takers? <a target=\"_blank\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> 5 BREAKING: <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has announced two new Blackwell-powered m","text":"Hello everyone! Today i want to share some technical analysis with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support $Amazon.com(AMZN)$ 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ $Microsoft(MSFT)$ 4 Any takers? $Oracle(ORCL)$ 5 BREAKING: $NVIDIA(NVDA)$ has announced two new Blackwell-powered m","images":[{"img":"https://community-static.tradeup.com/news/1aeb1563cd1c4a0196b3af2ad3e279c8","width":"862","height":"621"},{"img":"https://community-static.tradeup.com/news/44dcdc7c835e8ee4303311ee3cb444ac","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/9edccd0f45eaed02087cd21bc58a176d","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/586369931784288","isVote":1,"tweetType":1,"viewCount":1850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":587771246915808,"gmtCreate":1784529602158,"gmtModify":1784529612360,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011074","idStr":"10000000000011074"},"themes":[],"title":"ISRG PRICE IS GETTING ATTRACTIVE 👀","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> PRICE IS GETTING ATTRACTIVE 👀 PRICE TARGET: $535 POTENTIAL UPSIDE: +49% ASSUMPTIONS: LTM Revenue: $11.034B 5Y Revenue CAGR: 14% 2031 Profit Margin: 33% 2031 PE Ratio: 38 Shares outstanding: 0.357B Shares reduction: 1%/year VALUATION: Q2 2031 <a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Share Price =11.034 * (1.14)^5 * 0.33 * 38 /[0.357 * (0.99)^5] = 785$ You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 10%. ACTUAL PRICE: $360 FAIR VALUE: $487 1Y PRICE TARGET: $535 POTENTIAL UPSIDE: +49% EXPECTED RETURNS: 16.9%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> PRICE IS GETTING ATTRACTIVE 👀 PRICE TARGET: $535 POTENTIAL UPSIDE: +49% ASSUMPTIONS: LTM Revenue: $11.034B 5Y Revenue CAGR: 14% 2031 Profit Margin: 33% 2031 PE Ratio: 38 Shares outstanding: 0.357B Shares reduction: 1%/year VALUATION: Q2 2031 <a target=\"_blank\" href=\"https://ttm.financial/S/ISRG\">$Intuitive Surgical(ISRG)$</a> Share Price =11.034 * (1.14)^5 * 0.33 * 38 /[0.357 * (0.99)^5] = 785$ You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 10%. ACTUAL PRICE: $360 FAIR VALUE: $487 1Y PRICE TARGET: $535 POTENTIAL UPSIDE: +49% EXPECTED RETURNS: 16.9%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.","text":"$Intuitive Surgical(ISRG)$ PRICE IS GETTING ATTRACTIVE 👀 PRICE TARGET: $535 POTENTIAL UPSIDE: +49% ASSUMPTIONS: LTM Revenue: $11.034B 5Y Revenue CAGR: 14% 2031 Profit Margin: 33% 2031 PE Ratio: 38 Shares outstanding: 0.357B Shares reduction: 1%/year VALUATION: Q2 2031 $Intuitive Surgical(ISRG)$ Share Price =11.034 * (1.14)^5 * 0.33 * 38 /[0.357 * (0.99)^5] = 785$ You can now choose the discount rate that you prefer, for Intuitive Surgical I want to use 10%. ACTUAL PRICE: $360 FAIR VALUE: $487 1Y PRICE TARGET: $535 POTENTIAL UPSIDE: +49% EXPECTED RETURNS: 16.9%/year DIVIDEND YIELD: - - - - - - - - - - - - - - - - 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.","images":[{"img":"https://community-static.tradeup.com/news/95d4accb71067f1acc1677697343b022","width":"900","height":"416"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587771246915808","isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":584222703448288,"gmtCreate":1783663258538,"gmtModify":1783664418552,"author":{"id":"10000000000010924","authorId":"10000000000010924","name":"XAUUSD Gold Traders","avatar":"https://community-static.tradeup.com/news/6ec329fddcb95dc0e61a33a6a2b637a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010924","idStr":"10000000000010924"},"themes":[],"title":"GOLD: Which Way to Go?","htmlText":"Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for","listText":"Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for","text":"Hello everyone! Today i want to share some macro analysis wtih you! 1. Upside Support (Geopolitical Safe-Haven Demand): As expected, renewed tensions in the Middle East (U.S. airstrikes against Iran triggering some retaliatory measures) continue to drive safe-haven buying in gold, firmly keeping the price above the $4,100/oz. psychological level. 2. Downward Pressure (Fed Rate Hike Repricing): However, the latest Fed meeting minutes reveal that policymakers are deeply concerned about high inflation. According to the CME Federal Funds Rate, the market’s probability of a rate hike in September has rebounded to around 63%. This has led to a short-term strengthening of the U.S. dollar, significantly capping gold’s upside potential; HSBC has also recently lowered its 2026 average gold price for","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":49,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/584222703448288","isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482336141041712,"gmtCreate":1758791571887,"gmtModify":1758794401702,"author":{"id":"10000000000010923","authorId":"10000000000010923","name":"Jake_Wujastyk","avatar":"https://community-static.tradeup.com/news/9ee472b744df01ff6083f6a27baa9d94","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010923","idStr":"10000000000010923"},"themes":[],"title":"JD: Huge Potential Right Now!","htmlText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","listText":"1. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","text":"1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\\'s launch of a digital assistant \"Joyin\" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from","images":[{"img":"https://community-static.tradeup.com/news/087774f655c2e4cc4dd1c098c63ffc96","width":"390","height":"680"},{"img":"https://community-static.tradeup.com/news/9a24b1db18159a3fc68ff722b18c5dd1","width":"593","height":"680"},{"img":"https://community-static.tradeup.com/news/49bb166f146f06325b58b8163790b614","width":"680","height":"537"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":310,"commentSize":0,"repostSize":17,"link":"https://ttm.financial/post/482336141041712","isVote":1,"tweetType":1,"viewCount":5206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":477186289975392,"gmtCreate":1757504570103,"gmtModify":1757508532923,"author":{"id":"10000000000011073","authorId":"10000000000011073","name":"Laurentiu Chisca","avatar":"https://community-static.tradeup.com/news/c52d84d2402f0a926e8773729e1febfc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011073","idStr":"10000000000011073"},"themes":[],"title":"ORCL: The Strong Quarter Drives Price Higner!","htmlText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving","listText":"<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving","text":"$Oracle(ORCL)$ had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving","images":[{"img":"https://community-static.tradeup.com/news/a0402ab35df612c21f0a2106b19f1ae3","width":"1915","height":"889"},{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1308,"commentSize":2,"repostSize":39,"link":"https://ttm.financial/post/477186289975392","isVote":1,"tweetType":1,"viewCount":8568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"ORCL’s 28% cloud growth + $455B backlog! AI bet drives long-term hope!","text":"ORCL’s 28% cloud growth + $455B backlog! AI bet drives long-term hope!","html":"ORCL’s 28% cloud growth + $455B backlog! AI bet drives long-term hope!"},{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011024","idStr":"10000000000011024"},"content":"ORCL’s Q strong, but negative FCF,wait for data center spend to ease!","text":"ORCL’s Q strong, but negative FCF,wait for data center spend to ease!","html":"ORCL’s Q strong, but negative FCF,wait for data center spend to ease!"}],"imageCount":3,"langContent":"EN","totalScore":0}]}