Nvidia Earnings Preview: What Will It Take to Beat the Bar? $NVIDIA(NVDA)$   , the world's leading AI chip maker, is set to release its FY27Q2 earnings after market close on August 26. Being the last among the "Mag7" to report this season, the release has drawn global attention. Investors are primarily focused on the ramp up pace of Vera Rubin's revenue contribution and updated guidance regarding the China market.  With numerous semiconductor firms recently beating estimates yet still declining because results missed the market's most bullish expectations, this report poses a significant test for Nvidia. FY27Q2 Core Financial Indicators – Revenue consensus estimate is $91.9 billion, up 97% YoY and 13%

My pick: GOOG > PYPL > CRWD > PLTR. GOOG has the strongest risk/reward, combining Search cash flow, Cloud growth and major AI optionality through Gemini and infrastructure. AI may threaten Search, but Alphabet also controls much of the ecosystem needed to monetise AI. PYPL is the contrarian value play. If checkout stabilises and margins improve, upside could be meaningful, though it remains a turnaround. CRWD remains a great business, but valuation leaves less room for error. PLTR has phenomenal growth, but its valuation already prices in exceptional execution. I agree with the downgrade tactically, not necessarily fundamentally. My move: buy GOOG, consider PYPL, and wait for better entry points on CRWD/PLTR.

I pick Eli lily for next 30 days for.their vrowth

sti got energy will run further

$Merck(MRK)$ ! Healthcare / pharmaceuticals is always needed and their drugs would have to keep getting better over time.

I would choose $Alphabet(GOOG)$ . Google Cloud’s strong growth, expanding margins and huge backlog show that its massive AI spending is starting to translate into real revenue. I also like the TPU story because it gives Alphabet another potential AI infrastructure advantage beyond relying entirely on Nvidia. For the downgrades, I can understand the argument on PLTR and CRWD. I still think both are excellent businesses, but when valuations become extremely demanding, even strong execution may not be enough to drive further upside. I’d rather wait for a meaningful pullback than chase them after such strong runs. Overall, my strategy is buy quality growth at a reasonable valuation, not quality at any price. GOOG looks more attractive to me today, wh

Alphabet Still Wins Among these four calls, I agree most with the Alphabet upgrade. The key is that Google’s AI investment is no longer just a massive spending story. Google Cloud is accelerating, margins are improving, the backlog is huge, and its in-house TPU technology could eventually strengthen both competitiveness and profitability. That gives GOOG a compelling AI re-rating opportunity. I’m more cautious on CRWD and PLTR. Both remain excellent businesses with strong growth, but their valuations already assume years of near-perfect execution. At such multiples, even a small slowdown can trigger a sharp correction. PYPL is the wildcard. The potential M&A deal could create upside, but it is fundamentally an event-driven trade rather than a pure turnaround story. My ranking: GOOG fi

$Alphabet(GOOG)$ and $PayPal(PYPL)$ just got the bull case reloaded. $CrowdStrike Holdings, Inc.(CRWD)$ and $Palantir Technologies Inc.(PLTR)$ just got downgraded. Four calls, two very different views of where money is heading next. On one side: Alphabet, where massive AI spending is finally translating into stronger Cloud growth and a $514B backlog. On the other: CrowdStrike and Palantir, two AI winners still delivering strong growth but trading at valuations that leave much less room for disappointment. PayPal sits somewhere else entirely — its near-term t

CoreWeave, the finance director of cloud provider CoreWeave, downplayed the words during the August performance call: "We recently signed an A100 (Fida chip) contract extending to 2029 at an attractive price. Just a reminder, this model was launched in 2020. 9 years of life！！ Actually, is the issue of depreciation actually just that if he does more income, there is no problem. If he can't do it well, it's a big problem. $CoreWeave, Inc.(CRWV)$  

In this article, we would like to share an in-depth analysis of recent macroeconomic and regulatory developments impacting global fixed income, corporate debt markets, and the digital asset ecosystem. Following a sharp spike in long-end sovereign yields driven by war risks and national debt approaching $40 trillion, the U.S. Treasury announced a doubling of its liquidity-support buybacks for 10-to-30-year Treasuries to at least $4 billion per operation through November 4, 2026. $US Treasury 10 Year Note ETF(UTEN)$ This intervention successfully suppressed 30-year yields to ~5.19% and injected vital liquidity into the long end. Simultaneously, digital asset markets have surged as institutional investors migrate toward hard assets and regulatory mom

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. New trades: $AXP VERTICAL 260904 PUT 325.0/PUT 327.5$  $MCD VERTICAL 260904 PUT 257.5/PUT 260.0$  $LQD VERTICAL 260918 PUT 105.0/PUT 106.0$  @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

$TJX Companies(TJX)$ $Ross(ROST)$  $Burlington(BURL)$  📉 $TJX -2.8%: Earnings Beat, Guidance Miss, and One Big Warning Sign TJX delivered a Q2 beat and raised FY27 profit guidance, yet the stock is falling because investors are looking beyond the headline numbers. 🟢 EPS: $1.22 | Est. $1.19 🟢 Revenue: $15.18B | Est. $15.16B 🟢 Comparable sales: +4% 🟢 FY27 adjusted EPS raised to $5.15-$5.20 🔴 Q3 adjusted EPS: $1.30-$1.32 🔴 Q3 comps: +2% to +3% 🔴 Marmaxx comps: +1% vs +6% in Q1 📊 Implied move: ±3.84% The quarter was fundamentally solid, but the quality of growth was uneven. Marmaxx is the problem. The division containing TJ Maxx and Marshalls accou

Etched represents a genuine disruption to $英偉達(NVDA)$   ？！ Etched went from receiving test chips from TSMC to running inference workloads in just 44 days Capital Is Pouring In — Fast December 2025: $5B round at $50B valuation July 2026: $3B Series C at $103B valuation August 2026: $7B round at $210B valuation — doubling in under a month Cumulative funding: $19 billion Signed customer contracts: >$10 billion First Customer Is a Demanding One Jane Street, the quantitative trading giant, is both a lead investor and Etched's first customer — already deploying a full server rack in their own data center. Jane Street's workloads are latency-sensitive to the nanosecond level, making them an ideal validation partner for a chip claiming p

[Smile]  [Smile]  [Smile]