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Wrap on Pointe
2024-01-13
Missed one day of checking in
Wrap on Pointe
11-02
$Invesco S&P 500 Momentum ETF(SPMO)$
Wrap on Pointe
2024-01-10
The game is ending soon!!'
Wrap on Pointe
2023-11-06
Really enjoying playing this game
Wrap on Pointe
10-31
I also hope and pray that the support is there to break the fall else it will be more bloodshed for the bulls and longer term investors.
Wrap on Pointe
10-29
This is always the most question that everyone wants to know but man in the street won't have access to the latest economic data.
Wrap on Pointe
10-29
$Invesco S&P 500 Momentum ETF(SPMO)$
Wrap on Pointe
10-21
$Invesco S&P 500 Momentum ETF(SPMO)$
Wrap on Pointe
10-17
$Invesco S&P 500 Momentum ETF(SPMO)$
Wrap on Pointe
10-06
$Invesco S&P 500 Momentum ETF(SPMO)$
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on Pointe","avatar":"https://community-static.tradeup.com/news/de038d04b1c3dfcbd58707fb11685c76","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4148349568799722","idStr":"4148349568799722"},"themes":[],"title":"","htmlText":"A very interesting article to make a comparison between team Red and team Blue in terms of Stock Market. Apparently there isn't anything very conclusive can be made out of it.","listText":"A very interesting article to make a comparison between team Red and team Blue in terms of Stock Market. Apparently there isn't anything very conclusive can be made out of it.","text":"A very interesting article to make a comparison between team Red and team Blue in terms of Stock Market. Apparently there isn't anything very conclusive can be made out of it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625899541864928","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625530473964240,"gmtCreate":1793754060310,"gmtModify":1793754063996,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on Pointe","avatar":"https://community-static.tradeup.com/news/de038d04b1c3dfcbd58707fb11685c76","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4148349568799722","idStr":"4148349568799722"},"themes":[],"title":"","htmlText":"Nasdaq has been down quite a lot for the past few weeks, good chance for some kind of mini rebound, question is whether has it hit the rock bottom or not.","listText":"Nasdaq has been down quite a lot for the past few weeks, good chance for some kind of mini rebound, question is whether has it hit the rock bottom or not.","text":"Nasdaq has been down quite a lot for the past few weeks, good chance for some kind of mini rebound, question is whether has it hit the rock bottom or not.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625530473964240","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625528844071080,"gmtCreate":1793753491355,"gmtModify":1793753494855,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on Pointe","avatar":"https://community-static.tradeup.com/news/de038d04b1c3dfcbd58707fb11685c76","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4148349568799722","idStr":"4148349568799722"},"themes":[],"title":"","htmlText":"This is a typical syndrome of buy on rumours and sell on news After the good news has been released, nothing exciting is expected from the stock and those short term traders will offload their holdings.","listText":"This is a typical syndrome of buy on rumours and sell on news After the good news has been released, nothing exciting is expected from the stock and those short term traders will offload their holdings.","text":"This is a typical syndrome of buy on rumours and sell on news After the good news has been released, nothing exciting is expected from the stock and those short term traders will offload their holdings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625528844071080","repostId":"2680797979","repostType":2,"repost":{"id":"2680797979","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1793696634,"share":"https://ttm.financial/m/news/2680797979?lang=en_US&edition=fundamental","pubTime":"2026-11-03 17:03","market":"us","language":"en","title":"Here's Why Palantir's Stock is Down Nearly 7% Despite a 'Bombastic' Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2680797979","media":"Dow Jones","summary":" A deceleration in U.S. commercial-contract growth gives some Wall Street analysts pause despite Palantir's earnings beat Palantir booked its first-ever quarter with more than $2...","content":"<html><head></head><body><p style=\"text-align: left;\">Better-than-expected results from Palantir Technologies weren't enough to lift the stock in Monday's after-hours action.</p><p style=\"text-align: justify;\">Shares of the software company were down 6.89%, which one market expert attributed to the high bar that artificial-intelligence companies face in the current trading climate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c77af0a817d7c015f6c2521e7634eadd\" data-align=\"center\" tg-width=\"714\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\">Palantir "came into earnings priced to perfection, hence the pullback off the beat," Ryan Lee, the senior vice president of product and strategy at Direxion, said in a note to clients. "Elevated expectations seem to be the main factor holding back this recent highflyer."</p><p style=\"text-align: left;\">While Palantir shares are off 16% from their October peak of $212.94, they've gained 45% this year and have outpaced the iShares Expanded Tech-Software ETF IGV, which is up 8%.</p><p style=\"text-align: left;\">There were various positives in Palantir's results, including that the company recorded its first quarter with over $2 billion in revenue, nearly double the year-earlier total. Palantir also saw its U.S. commercial sales top U.S. government sales for the first time. That's an indication of how Palantir's AI software is catching on, particularly with businesses.</p><p style=\"text-align: left;\">However, William Blair analyst Louie DiPalma wrote in a Monday note that investors may have been disappointed by the slower rate of growth from U.S. commercial total contract value. Palantir closed $1.46 billion of U.S. commercial deals, up 11% from a year prior, but that was lower than the 153% growth that Palantir recorded in the second quarter. It's also the lowest growth since 2023, DiPalma added.</p><p style=\"text-align: left;\">The company didn't hold back on the earnings call. "I am invigorated unlike ever before by the ambition I am hearing from our customers and their demand for sovereign AI, a revolution we should remember is barely one quarter old," said Ryan Taylor, the company's chief revenue officer.</p><p style=\"text-align: left;\">Sovereign AI is Palantir's term for AI tools that let customers evolve and scale while protecting the privacy of their proprietary data and code. The company said that this philosophy is leading clients to deploy AI more rapidly because they see the ability to retain the essence of their businesses while gaining frontier-level AI capabilities.</p><p style=\"text-align: left;\">"Put it this way, we've gone from being the most attractive person in the physics department to being the captain of the football team," CEO Alex Karp said on the call.</p><p style=\"text-align: left;\">Karp thinks Palantir is one of just a few businesses that is creating actual value through AI. Palantir's value creation is "so extreme that a business that was viewed as a nice-to-have part of our business as late as three years ago is now the dominant part of our business," he said, referring to U.S. commercial. He called the company's growth "bombastic."</p><p style=\"text-align: left;\">Meanwhile, further down the financial statements, Lee was struck by Palantir's free cash flow, a measure of the company's ability to generate cash in excess of what it spends on operations and equipment purchases. This came in at $1.216 billion on an adjusted basis, representing a 53% margin when measured as a portion of total revenue. A year ago, Palantir's free cash flow was just $540 million.</p><p style=\"text-align: left;\">"In a time where the market is punishing shrinking FCF, it was great to see FCF generation accelerating," Lee said in emailed comments.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Palantir's Stock is Down Nearly 7% Despite a 'Bombastic' Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Palantir's Stock is Down Nearly 7% Despite a 'Bombastic' Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-11-03 17:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Better-than-expected results from Palantir Technologies weren't enough to lift the stock in Monday's after-hours action.</p><p style=\"text-align: justify;\">Shares of the software company were down 6.89%, which one market expert attributed to the high bar that artificial-intelligence companies face in the current trading climate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c77af0a817d7c015f6c2521e7634eadd\" data-align=\"center\" tg-width=\"714\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\">Palantir "came into earnings priced to perfection, hence the pullback off the beat," Ryan Lee, the senior vice president of product and strategy at Direxion, said in a note to clients. "Elevated expectations seem to be the main factor holding back this recent highflyer."</p><p style=\"text-align: left;\">While Palantir shares are off 16% from their October peak of $212.94, they've gained 45% this year and have outpaced the iShares Expanded Tech-Software ETF IGV, which is up 8%.</p><p style=\"text-align: left;\">There were various positives in Palantir's results, including that the company recorded its first quarter with over $2 billion in revenue, nearly double the year-earlier total. Palantir also saw its U.S. commercial sales top U.S. government sales for the first time. That's an indication of how Palantir's AI software is catching on, particularly with businesses.</p><p style=\"text-align: left;\">However, William Blair analyst Louie DiPalma wrote in a Monday note that investors may have been disappointed by the slower rate of growth from U.S. commercial total contract value. Palantir closed $1.46 billion of U.S. commercial deals, up 11% from a year prior, but that was lower than the 153% growth that Palantir recorded in the second quarter. It's also the lowest growth since 2023, DiPalma added.</p><p style=\"text-align: left;\">The company didn't hold back on the earnings call. "I am invigorated unlike ever before by the ambition I am hearing from our customers and their demand for sovereign AI, a revolution we should remember is barely one quarter old," said Ryan Taylor, the company's chief revenue officer.</p><p style=\"text-align: left;\">Sovereign AI is Palantir's term for AI tools that let customers evolve and scale while protecting the privacy of their proprietary data and code. The company said that this philosophy is leading clients to deploy AI more rapidly because they see the ability to retain the essence of their businesses while gaining frontier-level AI capabilities.</p><p style=\"text-align: left;\">"Put it this way, we've gone from being the most attractive person in the physics department to being the captain of the football team," CEO Alex Karp said on the call.</p><p style=\"text-align: left;\">Karp thinks Palantir is one of just a few businesses that is creating actual value through AI. Palantir's value creation is "so extreme that a business that was viewed as a nice-to-have part of our business as late as three years ago is now the dominant part of our business," he said, referring to U.S. commercial. He called the company's growth "bombastic."</p><p style=\"text-align: left;\">Meanwhile, further down the financial statements, Lee was struck by Palantir's free cash flow, a measure of the company's ability to generate cash in excess of what it spends on operations and equipment purchases. This came in at $1.216 billion on an adjusted basis, representing a 53% margin when measured as a portion of total revenue. A year ago, Palantir's free cash flow was just $540 million.</p><p style=\"text-align: left;\">"In a time where the market is punishing shrinking FCF, it was great to see FCF generation accelerating," Lee said in emailed comments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTU":"2倍做多PLTR ETF-Direxion","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","PLTW":"PLTR周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","BK4585":"ETF&股票定投概念","PLTI":"REX PLTR Growth & Income ETF","PLTZ":"2倍做空PLTR ETF-Defiance","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","SHLD":"Global X Defense Tech ETF","BK4613":"AI应用软件","BK4547":"WSB热门概念","IGV":"北美软件ETF-iShares","PLTR":"Palantir","PLTA":"ProShares Ultra PLTR ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLYY":"GraniteShares YieldBOOST PLTR ETF","GUNZ":"Tuttle Capital Self Defense Index ETF","EYES":"Corgi Data & Surveillance ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","BK4588":"碎股","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTL":"2倍做多PLTR ETF-Corgi","PTIR":"2倍做多PLTR ETF-GraniteShares","BK4023":"应用软件"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680797979","content_text":"Better-than-expected results from Palantir Technologies weren't enough to lift the stock in Monday's after-hours action.Shares of the software company were down 6.89%, which one market expert attributed to the high bar that artificial-intelligence companies face in the current trading climate.Palantir \"came into earnings priced to perfection, hence the pullback off the beat,\" Ryan Lee, the senior vice president of product and strategy at Direxion, said in a note to clients. \"Elevated expectations seem to be the main factor holding back this recent highflyer.\"While Palantir shares are off 16% from their October peak of $212.94, they've gained 45% this year and have outpaced the iShares Expanded Tech-Software ETF IGV, which is up 8%.There were various positives in Palantir's results, including that the company recorded its first quarter with over $2 billion in revenue, nearly double the year-earlier total. Palantir also saw its U.S. commercial sales top U.S. government sales for the first time. That's an indication of how Palantir's AI software is catching on, particularly with businesses.However, William Blair analyst Louie DiPalma wrote in a Monday note that investors may have been disappointed by the slower rate of growth from U.S. commercial total contract value. Palantir closed $1.46 billion of U.S. commercial deals, up 11% from a year prior, but that was lower than the 153% growth that Palantir recorded in the second quarter. It's also the lowest growth since 2023, DiPalma added.The company didn't hold back on the earnings call. \"I am invigorated unlike ever before by the ambition I am hearing from our customers and their demand for sovereign AI, a revolution we should remember is barely one quarter old,\" said Ryan Taylor, the company's chief revenue officer.Sovereign AI is Palantir's term for AI tools that let customers evolve and scale while protecting the privacy of their proprietary data and code. The company said that this philosophy is leading clients to deploy AI more rapidly because they see the ability to retain the essence of their businesses while gaining frontier-level AI capabilities.\"Put it this way, we've gone from being the most attractive person in the physics department to being the captain of the football team,\" CEO Alex Karp said on the call.Karp thinks Palantir is one of just a few businesses that is creating actual value through AI. Palantir's value creation is \"so extreme that a business that was viewed as a nice-to-have part of our business as late as three years ago is now the dominant part of our business,\" he said, referring to U.S. commercial. He called the company's growth \"bombastic.\"Meanwhile, further down the financial statements, Lee was struck by Palantir's free cash flow, a measure of the company's ability to generate cash in excess of what it spends on operations and equipment purchases. This came in at $1.216 billion on an adjusted basis, representing a 53% margin when measured as a portion of total revenue. A year ago, Palantir's free cash flow was just $540 million.\"In a time where the market is punishing shrinking FCF, it was great to see FCF generation accelerating,\" Lee said in emailed comments.","news_type":1,"symbols_score_info":{"PLTY":0.6,"AIPI":0.6,"SHLD":0.6,"PLTL":0.6,"PLTI":0.6,"PLYY":0.6,"PLTD":0.6,"PLOO":0.6,"IGV":0.6,"PTIR":0.6,"PLTG":0.6,"PLTR":1.98,"PLT":0.6,"PLTZ":0.6,"PLTU":0.6,"PLTA":0.6,"GUNZ":0.6,"EYES":0.6,"PLTW":0.6}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625525881610808,"gmtCreate":1793753022658,"gmtModify":1793754250596,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on Pointe","avatar":"https://community-static.tradeup.com/news/de038d04b1c3dfcbd58707fb11685c76","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4148349568799722","idStr":"4148349568799722"},"themes":[],"title":"","htmlText":"Oh, the first result slip for the new CEO. Apple share price has run up a lot since the replacement of Tim Cook. Seem that the market has high expectations on the new CEO, he has big shoe to fill","listText":"Oh, the first result slip for the new CEO. Apple share price has run up a lot since the replacement of Tim Cook. Seem that the market has high expectations on the new CEO, he has big shoe to fill","text":"Oh, the first result slip for the new CEO. Apple share price has run up a lot since the replacement of Tim Cook. Seem that the market has high expectations on the new CEO, he has big shoe to fill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625525881610808","repostId":"1159555939","repostType":2,"repost":{"id":"1159555939","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1793708345,"share":"https://ttm.financial/m/news/1159555939?lang=en_US&edition=fundamental","pubTime":"2026-11-03 20:19","market":"nz","language":"en","title":"Apple CEO Ternus's Debut Falls Flat: Too Cautious, Lacking Boldness, Misses Chance to Boost Market Confidence","url":"https://stock-news.laohu8.com/highlight/detail?id=1159555939","media":"Deep News","summary":"Apple's new chief executive Ternus disappointed the market at his first earnings call since taking office. The 51-year-old executive stuck rigidly to the script throughout, showing almost no...","content":"<html><head></head><body><p>Apple's new chief executive Ternus disappointed the market at his first earnings call since taking office. The 51-year-old executive stuck rigidly to the script throughout, showing almost no forward-looking vision of the kind a leader should display when pressed by analysts, squandering a prime opportunity to present his strategic vision to Wall Street.<br/><br/>At the start of the call, Apple's after-hours stock price was roughly flat with a slight positive tilt. But by the time the roughly one-hour meeting ended, the shares had fallen nearly 3%. The market's reaction clearly reflected investors' sense of disappointment.<br/><br/>Apple's quarterly results were also under pressure. Driven by massive data center expansion, memory costs continued to surge, and Ternus himself described this round of memory inflation as "unprecedented." At the same time, the company's outlook for the holiday shopping season and fiscal 2027 unsettled the market. With both macroeconomic pressure and strategic uncertainty hanging over the company, the outside world had hoped Ternus would step up to shore up confidence, but what it ultimately got was just a flat finish.<br/><br/><b>Debut Falls Flat, Stock Price Drops in Response</b><br/><br/>At the start of the call, Apple's after-hours trading was steady, with the stock slightly in the green. However, as the meeting progressed, investors' expectations gradually went unmet, and by the time the call ended, the shares had fallen nearly 3% in total.<br/><br/>The stock decline was partly due to the company's cautious outlook—memory cost pressure keeps rising, Apple is no longer the world's largest memory buyer, its procurement bargaining advantage is weakening, and related spending is climbing rapidly. But analysts noted that Ternus's own performance was also to blame. With cost pressure already a fait accompli, he could have offset the negative impact with a more inspiring narrative, but he chose silence.<br/><br/><b>iPhone Duo and AI Topics: Two Missed Opportunities</b><br/><br/>Ternus failed to seize the initiative on two core topics.<br/><br/>On the iPhone Duo question, he let Chief Operating Officer Sabih Khan answer, and the latter offered only the bland statement that "supply ramp-up is progressing well." Critics argue that Ternus could have used the moment to explain that the global buzz and strong early sales generated by one of Apple's most compelling products in years confirmed that Apple is reactivating a long-dormant product category and opening up new revenue imagination as a result.<br/><br/>On the artificial intelligence topic, when pressed about how he viewed the competitive relationship between AI agents such as Muse and Apple, Ternus gave a vaguely worded answer that sounded like it came from a committee:<br/><br/>"We think these are very promising tools for users. We just want to make sure users are clear about what access they are granting, and to ensure the process meets safety and privacy protection requirements."<br/><br/>This statement neither touched on Apple's core moat in the AI ecosystem—namely its exclusive control over the entry points and permissions for AI agents on the iPhone platform—nor addressed the first-mover advantages of the Apple Watch and AirPods in the AI wearable device race.<br/><br/><b>Capital Efficiency Was a Strong Card, but He Didn't Play It</b><br/><br/>At a time when concerns about an AI investment bubble are spreading across the market, Apple actually holds a persuasive card. According to Bloomberg data, Apple's capital expenditure this fiscal year (the fiscal year that has just ended) was equivalent to only 6.5% of Meta Platforms' and 4.5% of Alphabet's. More notably, Apple's spending this fiscal year has fallen to its lowest level since 2020, down 29% year over year.<br/><br/>These figures could have served as strong evidence for Ternus to convey a differentiated positioning to the market at a time when tech giants are collectively caught in an AI arms race and investors are broadly worried about runaway spending—Apple can remain deeply involved in the AI transformation narrative with extremely low capital investment. Yet this argument was never clearly articulated during the earnings call.<br/><br/><b>The "Free Hit" for a New Leader Goes to Waste</b><br/><br/>For an executive who has just taken office, the first earnings call has traditionally been seen as a rare privileged moment—a chance to rise above the constraints of quarterly or annual numbers and present a grander strategic vision to the market. It is a once-in-a-career "free serve" opportunity.<br/><br/>Ternus, an executive known for product expertise, took over Apple, and the outside world expected him to use the occasion to convey to Wall Street the essence of "Ternus-ism"—his judgment on where Apple is headed and how he will lead the company into a new innovation cycle. But Bloomberg analysis concludes that throughout the meeting, he came across more like someone eager for the call to end than a leader eager to prove himself.<br/><br/>What this debut left behind is a CEO image that has yet to be defined, and an increasingly blurred market expectation for where Apple will go next.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple CEO Ternus's Debut Falls Flat: Too Cautious, Lacking Boldness, Misses Chance to Boost Market Confidence</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple CEO Ternus's Debut Falls Flat: Too Cautious, Lacking Boldness, Misses Chance to Boost Market Confidence\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-11-03 20:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple's new chief executive Ternus disappointed the market at his first earnings call since taking office. The 51-year-old executive stuck rigidly to the script throughout, showing almost no forward-looking vision of the kind a leader should display when pressed by analysts, squandering a prime opportunity to present his strategic vision to Wall Street.<br/><br/>At the start of the call, Apple's after-hours stock price was roughly flat with a slight positive tilt. But by the time the roughly one-hour meeting ended, the shares had fallen nearly 3%. The market's reaction clearly reflected investors' sense of disappointment.<br/><br/>Apple's quarterly results were also under pressure. Driven by massive data center expansion, memory costs continued to surge, and Ternus himself described this round of memory inflation as "unprecedented." At the same time, the company's outlook for the holiday shopping season and fiscal 2027 unsettled the market. With both macroeconomic pressure and strategic uncertainty hanging over the company, the outside world had hoped Ternus would step up to shore up confidence, but what it ultimately got was just a flat finish.<br/><br/><b>Debut Falls Flat, Stock Price Drops in Response</b><br/><br/>At the start of the call, Apple's after-hours trading was steady, with the stock slightly in the green. However, as the meeting progressed, investors' expectations gradually went unmet, and by the time the call ended, the shares had fallen nearly 3% in total.<br/><br/>The stock decline was partly due to the company's cautious outlook—memory cost pressure keeps rising, Apple is no longer the world's largest memory buyer, its procurement bargaining advantage is weakening, and related spending is climbing rapidly. But analysts noted that Ternus's own performance was also to blame. With cost pressure already a fait accompli, he could have offset the negative impact with a more inspiring narrative, but he chose silence.<br/><br/><b>iPhone Duo and AI Topics: Two Missed Opportunities</b><br/><br/>Ternus failed to seize the initiative on two core topics.<br/><br/>On the iPhone Duo question, he let Chief Operating Officer Sabih Khan answer, and the latter offered only the bland statement that "supply ramp-up is progressing well." Critics argue that Ternus could have used the moment to explain that the global buzz and strong early sales generated by one of Apple's most compelling products in years confirmed that Apple is reactivating a long-dormant product category and opening up new revenue imagination as a result.<br/><br/>On the artificial intelligence topic, when pressed about how he viewed the competitive relationship between AI agents such as Muse and Apple, Ternus gave a vaguely worded answer that sounded like it came from a committee:<br/><br/>"We think these are very promising tools for users. We just want to make sure users are clear about what access they are granting, and to ensure the process meets safety and privacy protection requirements."<br/><br/>This statement neither touched on Apple's core moat in the AI ecosystem—namely its exclusive control over the entry points and permissions for AI agents on the iPhone platform—nor addressed the first-mover advantages of the Apple Watch and AirPods in the AI wearable device race.<br/><br/><b>Capital Efficiency Was a Strong Card, but He Didn't Play It</b><br/><br/>At a time when concerns about an AI investment bubble are spreading across the market, Apple actually holds a persuasive card. According to Bloomberg data, Apple's capital expenditure this fiscal year (the fiscal year that has just ended) was equivalent to only 6.5% of Meta Platforms' and 4.5% of Alphabet's. More notably, Apple's spending this fiscal year has fallen to its lowest level since 2020, down 29% year over year.<br/><br/>These figures could have served as strong evidence for Ternus to convey a differentiated positioning to the market at a time when tech giants are collectively caught in an AI arms race and investors are broadly worried about runaway spending—Apple can remain deeply involved in the AI transformation narrative with extremely low capital investment. Yet this argument was never clearly articulated during the earnings call.<br/><br/><b>The "Free Hit" for a New Leader Goes to Waste</b><br/><br/>For an executive who has just taken office, the first earnings call has traditionally been seen as a rare privileged moment—a chance to rise above the constraints of quarterly or annual numbers and present a grander strategic vision to the market. It is a once-in-a-career "free serve" opportunity.<br/><br/>Ternus, an executive known for product expertise, took over Apple, and the outside world expected him to use the occasion to convey to Wall Street the essence of "Ternus-ism"—his judgment on where Apple is headed and how he will lead the company into a new innovation cycle. But Bloomberg analysis concludes that throughout the meeting, he came across more like someone eager for the call to end than a leader eager to prove himself.<br/><br/>What this debut left behind is a CEO image that has yet to be defined, and an increasingly blurred market expectation for where Apple will go next.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4585":"ETF&股票定投概念","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4588":"碎股","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0672654240.SGD":"FTIF - 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Value A Acc USD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159555939","content_text":"Apple's new chief executive Ternus disappointed the market at his first earnings call since taking office. The 51-year-old executive stuck rigidly to the script throughout, showing almost no forward-looking vision of the kind a leader should display when pressed by analysts, squandering a prime opportunity to present his strategic vision to Wall Street.At the start of the call, Apple's after-hours stock price was roughly flat with a slight positive tilt. But by the time the roughly one-hour meeting ended, the shares had fallen nearly 3%. The market's reaction clearly reflected investors' sense of disappointment.Apple's quarterly results were also under pressure. Driven by massive data center expansion, memory costs continued to surge, and Ternus himself described this round of memory inflation as \"unprecedented.\" At the same time, the company's outlook for the holiday shopping season and fiscal 2027 unsettled the market. With both macroeconomic pressure and strategic uncertainty hanging over the company, the outside world had hoped Ternus would step up to shore up confidence, but what it ultimately got was just a flat finish.Debut Falls Flat, Stock Price Drops in ResponseAt the start of the call, Apple's after-hours trading was steady, with the stock slightly in the green. However, as the meeting progressed, investors' expectations gradually went unmet, and by the time the call ended, the shares had fallen nearly 3% in total.The stock decline was partly due to the company's cautious outlook—memory cost pressure keeps rising, Apple is no longer the world's largest memory buyer, its procurement bargaining advantage is weakening, and related spending is climbing rapidly. But analysts noted that Ternus's own performance was also to blame. With cost pressure already a fait accompli, he could have offset the negative impact with a more inspiring narrative, but he chose silence.iPhone Duo and AI Topics: Two Missed OpportunitiesTernus failed to seize the initiative on two core topics.On the iPhone Duo question, he let Chief Operating Officer Sabih Khan answer, and the latter offered only the bland statement that \"supply ramp-up is progressing well.\" Critics argue that Ternus could have used the moment to explain that the global buzz and strong early sales generated by one of Apple's most compelling products in years confirmed that Apple is reactivating a long-dormant product category and opening up new revenue imagination as a result.On the artificial intelligence topic, when pressed about how he viewed the competitive relationship between AI agents such as Muse and Apple, Ternus gave a vaguely worded answer that sounded like it came from a committee:\"We think these are very promising tools for users. We just want to make sure users are clear about what access they are granting, and to ensure the process meets safety and privacy protection requirements.\"This statement neither touched on Apple's core moat in the AI ecosystem—namely its exclusive control over the entry points and permissions for AI agents on the iPhone platform—nor addressed the first-mover advantages of the Apple Watch and AirPods in the AI wearable device race.Capital Efficiency Was a Strong Card, but He Didn't Play ItAt a time when concerns about an AI investment bubble are spreading across the market, Apple actually holds a persuasive card. According to Bloomberg data, Apple's capital expenditure this fiscal year (the fiscal year that has just ended) was equivalent to only 6.5% of Meta Platforms' and 4.5% of Alphabet's. More notably, Apple's spending this fiscal year has fallen to its lowest level since 2020, down 29% year over year.These figures could have served as strong evidence for Ternus to convey a differentiated positioning to the market at a time when tech giants are collectively caught in an AI arms race and investors are broadly worried about runaway spending—Apple can remain deeply involved in the AI transformation narrative with extremely low capital investment. Yet this argument was never clearly articulated during the earnings call.The \"Free Hit\" for a New Leader Goes to WasteFor an executive who has just taken office, the first earnings call has traditionally been seen as a rare privileged moment—a chance to rise above the constraints of quarterly or annual numbers and present a grander strategic vision to the market. It is a once-in-a-career \"free serve\" opportunity.Ternus, an executive known for product expertise, took over Apple, and the outside world expected him to use the occasion to convey to Wall Street the essence of \"Ternus-ism\"—his judgment on where Apple is headed and how he will lead the company into a new innovation cycle. But Bloomberg analysis concludes that throughout the meeting, he came across more like someone eager for the call to end than a leader eager to prove himself.What this debut left behind is a CEO image that has yet to be defined, and an increasingly blurred market expectation for where Apple will go next.","news_type":1,"symbols_score_info":{"AAPX":1,"SPTE":1,"AAPL":1,"METV":1,"IXN":1,"VGT":1,"AAPB":1,"TTXU":1,"AAPE":1,"TYLG":1,"JGRO":1,"APLY":1,"ABFL":1,"AAPY":1,"AAPU":1,"AAPW":1,"SAAPLmain":1,"FTEC":1,"XLK":1,"VT":1,"IOSX":1,"ROM":1,"CMAG":1,"AAPD":1}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624799312888608,"gmtCreate":1793572459477,"gmtModify":1793572461907,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on 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ETF(SPMO)$","images":[{"img":"https://community-static.tradeup.com/news/0c9a49541eca663ef5a7224b17a0b7f0","width":"1022","height":"1532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624799312888608","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":624148780249088,"gmtCreate":1793413620331,"gmtModify":1793420287098,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on Pointe","avatar":"https://community-static.tradeup.com/news/de038d04b1c3dfcbd58707fb11685c76","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4148349568799722","idStr":"4148349568799722"},"themes":[],"title":"","htmlText":"I also hope and pray that the support is there to break the fall else it will be more bloodshed for the bulls and longer term investors.","listText":"I also hope and pray that the support is there to break the fall else it will be more bloodshed for the bulls and longer term investors.","text":"I also hope and pray that the support is there to break the fall else it will be more bloodshed for the bulls and longer term investors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624148780249088","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623677903462984,"gmtCreate":1793280545951,"gmtModify":1793280548951,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on Pointe","avatar":"https://community-static.tradeup.com/news/de038d04b1c3dfcbd58707fb11685c76","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4148349568799722","idStr":"4148349568799722"},"themes":[],"title":"","htmlText":"This is always the most question that everyone wants to know but man in the street won't have access to the latest economic data.","listText":"This is always the most question that everyone wants to know but man in the street won't have access to the latest economic data.","text":"This is always the most question that everyone wants to know but man in the street won't have access to the latest economic data.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623677903462984","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623446218969768,"gmtCreate":1793233179688,"gmtModify":1793233182007,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on 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game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/238360931659896","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582057436194036","authorId":"3582057436194036","name":"nancy88","avatar":"https://static.tigerbbs.com/f13797428448c51d0bc978c26e4c437c","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582057436194036","authorIdStr":"3582057436194036"},"content":"enjoy the interesting game & win attractive ptizes","text":"enjoy the interesting game & win attractive ptizes","html":"enjoy the interesting game & win attractive ptizes"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624148780249088,"gmtCreate":1793413620331,"gmtModify":1793420287098,"author":{"id":"4148349568799722","authorId":"4148349568799722","name":"Wrap on 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