To The Moon

My Choice: ② Margin pressure makes the ability to pass on costs the key issue. Apple’s biggest challenge is no longer simply selling more iPhones; it is protecting profitability. The 12% revenue growth and record iPhone sales demonstrate strong demand. However, December-quarter gross-margin guidance of 45%–46% tells a different story. Rising memory prices are challenging Apple's pricing power. Investors should also note that September-quarter gross margin benefited from approximately one percentage point in tariff refunds. This makes underlying profitability worth examining. I believe Apple's competitive advantage remains its ecosystem, customer loyalty and enormous installed base. But these strengths must translate into sustainable earnings, not just impressive sales. The real test is whe

thank you for good information

Apple delivered revenue and earnings per share above expectations, but its shares still came under pressure after the report. On November 2, Apple reported fiscal fourth-quarter 2026 results for the period ended September 26. Revenue reached approximately $114.5 billion, up 12% year over year, with EPS of $2.10. CNBC cited LSEG consensus estimates of $113.39 billion and $1.99, respectively, and reported that shares fell approximately 3% at one point in November 2 after-hours trading. This was John Ternus’s first earnings report as CEO. Apple posted a September-quarter revenue record, iPhone sales continued to grow, and services revenue reached an all-time high.[1][2] The next quarter’s outlook, however, contained an important split: revenue growth guidance exceeded expectations, while gros

Apple Has Reported, AMD Reports Tonight: Can the iPhone Upgrade Cycle and AI Orders Carry the Next Quarter? What the Numbers Say, and Which One My Sell-Put Gates Will Check Written Tuesday 3 Nov, SGT. Apple numbers are from Monday's report. AMD reports after tonight's US close. PART 1: APPLE HAS ALREADY ANSWERED Apple reported fiscal Q4 results after Monday's close. It was John Ternus's first earnings call as CEO. The beat: - Revenue: $114.48 billion, up 12%, against $113.39 billion expected - EPS: $2.10 against $1.99 expected (excluding a 5-cent tariff refund benefit) - iPhone: $57.58 billion, up 17%, a record for a September quarter, against $56.54 billion expected - Services: $31.57 billion, a record - Mac: $10.79 billion, up from $8.7 billion - Greater China: up 21%, a quarterly record

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Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Apple(AAPL)$ , $Palantir(PLTR)$ , $Advanced Micro Devices(AMD)$ , $Qualcomm(QCOM)$ , $Cloudflare, Inc.(NET)$ are reporting earnings this week respectively. Will these companies have a chance to report stellar results and give a much needed bullish reversal for its tech compatriots, or will it follow the same pullback pattern of tech companies which reported earnings? The market did display a slight bounce up today at pre-market, which

US equities ended October sharply lower on Friday (30 Oct), as disappointing earnings fuelled concerns over a potential AI bubble. The $NASDAQ 100(NDX)$ fell -3.5%, marking its worst session since June and lifting the Nasdaq 7x Short DLC (W5BW) by around +24.5%, while the Nasdaq 7x Long DLC (MFVW) fell by a similar magnitude. $Intel(INTC)$ led the decline, plunging -28.5% after its results missed expectations. The Intel 3x Short DLC (JRYW) surged +84.4%, while the

Apple and AMD report this week. Apple has the iPhone replacement cycle. AMD has something potentially much bigger: GIGAWATTS OF AI DEMAND. OpenAI. Meta. Anthropic. Microsoft. These are not speculative customer names. AMD has built one of the most impressive AI customer pipelines outside Nvidia. Yet AMD around: $516 creates a very different problem. The market no longer needs proof that customers WANT AMD chips. It needs proof that AMD can turn those commitments into: REVENUE → MARGIN → CASH. That is the real earnings test. 🔥 AMD'S AI STORY HAS QUIETLY CHANGED A year ago, investors were asking: Can AMD genuinely challenge Nvidia? I think that question is becoming outdated. Look at what has happened. OpenAI intends to deploy up to: 6 GW of AMD GPUs. Meta intends to deploy up to: 6 GW. Anthro

😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄

[Grin]  [Grin]  [Grin]  [Grin]  [Grin]  

[Tongue]  [Cool]  [Cry]  [Tongue]  [Cool]  [Cry]  

hey everyone, Wonton Investor here. sorry for the radio silence lol, i've been busy with school and internships. but i'm back, and i wanted to start with my best position ever, AMD, which i've held since 2022 and wouldn't buy today. why i bought it (it wasn't genius) my reasoning in 2022 was basically "Nvidia is obviously the AI chip winner, but it's expensive and everyone owns it, so i'll buy AMD, the other one". the classic retail move of buying the second-place horse because the first-place one costs too much. then DeepSeek happened in early 2025. everyone panicked that cheap Chinese AI meant US tech was finished, and i doubled my position instead. my argument was that cheaper AI means people use MORE of it, not less (the Jevons paradox), and that the shift towards inference would favou

Apple delivered revenue and earnings per share above expectations, but its shares still came under pressure after the report. On November 2, Apple reported fiscal fourth-quarter 2026 results for the period ended September 26. Revenue reached approximately $114.5 billion, up 12% year over year, with EPS of $2.10. CNBC cited LSEG consensus estimates of $113.39 billion and $1.99, respectively, and reported that shares fell approximately 3% at one point in November 2 after-hours trading. This was John Ternus’s first earnings report as CEO. Apple posted a September-quarter revenue record, iPhone sales continued to grow, and services revenue reached an all-time high.[1][2] The next quarter’s outlook, however, contained an important split: revenue growth guidance exceeded expectations, while gros

Apple Has Reported, AMD Reports Tonight: Can the iPhone Upgrade Cycle and AI Orders Carry the Next Quarter? What the Numbers Say, and Which One My Sell-Put Gates Will Check Written Tuesday 3 Nov, SGT. Apple numbers are from Monday's report. AMD reports after tonight's US close. PART 1: APPLE HAS ALREADY ANSWERED Apple reported fiscal Q4 results after Monday's close. It was John Ternus's first earnings call as CEO. The beat: - Revenue: $114.48 billion, up 12%, against $113.39 billion expected - EPS: $2.10 against $1.99 expected (excluding a 5-cent tariff refund benefit) - iPhone: $57.58 billion, up 17%, a record for a September quarter, against $56.54 billion expected - Services: $31.57 billion, a record - Mac: $10.79 billion, up from $8.7 billion - Greater China: up 21%, a quarterly record

My Choice: ② Margin pressure makes the ability to pass on costs the key issue. Apple’s biggest challenge is no longer simply selling more iPhones; it is protecting profitability. The 12% revenue growth and record iPhone sales demonstrate strong demand. However, December-quarter gross-margin guidance of 45%–46% tells a different story. Rising memory prices are challenging Apple's pricing power. Investors should also note that September-quarter gross margin benefited from approximately one percentage point in tariff refunds. This makes underlying profitability worth examining. I believe Apple's competitive advantage remains its ecosystem, customer loyalty and enormous installed base. But these strengths must translate into sustainable earnings, not just impressive sales. The real test is whe

Apple and AMD report this week. Apple has the iPhone replacement cycle. AMD has something potentially much bigger: GIGAWATTS OF AI DEMAND. OpenAI. Meta. Anthropic. Microsoft. These are not speculative customer names. AMD has built one of the most impressive AI customer pipelines outside Nvidia. Yet AMD around: $516 creates a very different problem. The market no longer needs proof that customers WANT AMD chips. It needs proof that AMD can turn those commitments into: REVENUE → MARGIN → CASH. That is the real earnings test. 🔥 AMD'S AI STORY HAS QUIETLY CHANGED A year ago, investors were asking: Can AMD genuinely challenge Nvidia? I think that question is becoming outdated. Look at what has happened. OpenAI intends to deploy up to: 6 GW of AMD GPUs. Meta intends to deploy up to: 6 GW. Anthro

thank you for good information

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Apple(AAPL)$ , $Palantir(PLTR)$ , $Advanced Micro Devices(AMD)$ , $Qualcomm(QCOM)$ , $Cloudflare, Inc.(NET)$ are reporting earnings this week respectively. Will these companies have a chance to report stellar results and give a much needed bullish reversal for its tech compatriots, or will it follow the same pullback pattern of tech companies which reported earnings? The market did display a slight bounce up today at pre-market, which

US equities ended October sharply lower on Friday (30 Oct), as disappointing earnings fuelled concerns over a potential AI bubble. The $NASDAQ 100(NDX)$ fell -3.5%, marking its worst session since June and lifting the Nasdaq 7x Short DLC (W5BW) by around +24.5%, while the Nasdaq 7x Long DLC (MFVW) fell by a similar magnitude. $Intel(INTC)$ led the decline, plunging -28.5% after its results missed expectations. The Intel 3x Short DLC (JRYW) surged +84.4%, while the

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hey everyone, Wonton Investor here. sorry for the radio silence lol, i've been busy with school and internships. but i'm back, and i wanted to start with my best position ever, AMD, which i've held since 2022 and wouldn't buy today. why i bought it (it wasn't genius) my reasoning in 2022 was basically "Nvidia is obviously the AI chip winner, but it's expensive and everyone owns it, so i'll buy AMD, the other one". the classic retail move of buying the second-place horse because the first-place one costs too much. then DeepSeek happened in early 2025. everyone panicked that cheap Chinese AI meant US tech was finished, and i doubled my position instead. my argument was that cheaper AI means people use MORE of it, not less (the Jevons paradox), and that the shift towards inference would favou

😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄

[Tongue]  [Cool]  [Cry]  [Tongue]  [Cool]  [Cry]  

[Grin]  [Grin]  [Grin]  [Grin]  [Grin]