Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks

Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?

Earnings season is heating up, and investors are watching closely as AI chip giants, SaaS leaders, and China tech stocks take the stage. After months of rotation across sectors, the market is searching for the next breakout theme — will it be Nvidia-related plays riding the AI boom, semiconductors powering the hardware cycle, software-as-a-service names regaining momentum, or a surprise comeback from Chinese tech? 💬 Which sector do you think will deliver the biggest upside this earnings season? 📈 Are you betting on AI, SaaS, or a China rebound? Let’s discuss!

+ Follow

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koolgal

12-03

🌟🌟🌟My Top Pick is $CrowdStrike Holdings, Inc.(CRWD)$ as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG

ECLC

12-03

Guess CrowdStrike as leads in cybersecurity and cloud with the total revenue has been trending up.

1PC

12-02

Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel

AI Mastero

12-02

I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.

SPOT_ON

12-02

i believe undervalued salesforce $Salesforce.com(CRM)$ will lead the pack !! @Tiger_Earnings HUAT

逆天邪神云澈

12-02

My pick will be CRM. Sold 2 puts and rather confident that both will be profitable [Miser]

Tiger_Earnings

12-02

[Stock Prediction] CRM, AI, CRWD, or MRVL — Who’s Your Pick?

This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights $Salesforce.com(CRM)$ (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. $C3.

[Stock Prediction] CRM, AI, CRWD, or MRVL — Who’s Your Pick?

Tiger_Earnings

11-21

Earnings Movers: Walmart Surges Against the Trend! Cerence Significantly Lifts Guidance

1. $Cerence Inc.(CRNC)$ jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property."As I reflect on my first full fiscal year as Cer

Earnings Movers: Walmart Surges Against the Trend! Cerence Significantly Lifts Guidance

cca88

11-18

Nvidia@good long term stock

azsureisme

11-18

Nvidia what is next to move the markets

zhingle

11-17

Markets are gearing up for a high-stakes earnings showdown. AI beneficiaries are riding Nvidia’s momentum, chipmakers face pricing swings, SaaS is battling margin pressure, “rocket” momentum names are testing sustainability, and China stocks are searching for catalysts. This quarter will reveal who’s leading — and who’s lagging — in the global risk-on rotation.

KYHBKO

11-17

Part 2 of 5 - too late to buy NVIDIA? Earnings Calendar for the week (17Nov25)

Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p

Part 2 of 5 - too late to buy NVIDIA? Earnings Calendar for the week (17Nov25)

Barcode

11-17

🔥 OPEX Catalyst Crush: $XPEV + $TCOM Asymmetric Edges vs. $NVDA Vol Trap, $SPX 38%, 120% Semi Run, BTC $88K Line in the Sand

$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa

🔥 OPEX Catalyst Crush: $XPEV + $TCOM Asymmetric Edges vs. $NVDA Vol Trap, $SPX 38%, 120% Semi Run, BTC $88K Line in the Sand

Mrzorro

11-15

Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$ has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's "forever partner." Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks

Barcode

11-14

$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ 📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!

TheStrategist

11-13

buy more Nvidia

ECLC

11-13

Both around $90, guess Circle will do better than CoreWeave.

LazyCat Invests

11-13

I think JD (ADR) will fall back to retest the previous low of USD29.9

LazyCat Invests

11-13

I think JD will fall back to retest the previous low of $29.9

koolgal

11-13

🌟🌟🌟 $XPeng Inc.(XPEV)$ reports earnings on November 17. It is the most anticipated Chinese ADR next week especially for EV sentiment, AI innovation and the broader China tech narrative. Consensus EPS is - USD 0.05, a sharp improvement from - USD 0.27 YoY. XPeng recently hit new highs after unveiling its humanoid robot IRON which stunned audiences with its lifelike movement. XPeng's IRON has sparked global attention. Investors will want to know how this tech integrates into its mobility road map. XPeng has been ramping up deliveries, especially with its new models and strategic partnerships. Q3 results will show if this momentum is sustainable. While revenue is growing, net losses remain a concern. Analysts will scrutinise

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Let’s discuss!","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1760105202204,"userCounts":12,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":22ef2160dcfa4b21993a9ad3d4420e54}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1763481600000,"rewardEnd":true,"symbols":[],"tweetCounts":315,"categoryId":"ab3d937a5fd848c08008411a9be702b5","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?","tweetAmount":315,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","allList":[{"id":506651270157024,"gmtCreate":1764715971100,"gmtModify":1764783602552,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟My Top Pick is <a href=\"https://ttm.financial/S/CRWD\"> $CrowdStrike Holdings, Inc.(CRWD)$ </a>as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"\"></a>","listText":"🌟🌟🌟My Top Pick is <a href=\"https://ttm.financial/S/CRWD\"> $CrowdStrike Holdings, Inc.(CRWD)$ </a>as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"\"></a>","text":"🌟🌟🌟My Top Pick is $CrowdStrike Holdings, Inc.(CRWD)$ as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","images":[{"img":"https://community-static.tradeup.com/news/6982afc1ae1e2c51b62ce2ca12c41256"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":110,"commentSize":43,"repostSize":939,"link":"https://ttm.financial/post/506651270157024","isVote":1,"tweetType":1,"viewCount":20452,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"content":"it is very strange when crowdstrike is making a huge loss and with negative ROA AND negative ROE ... quite high debt ratio etc But Adobe with rock solid fundamentals low p/e of 15 . people don't know how to accumulate.","text":"it is very strange when crowdstrike is making a huge loss and with negative ROA AND negative ROE ... quite high debt ratio etc But Adobe with rock solid fundamentals low p/e of 15 . people don't know how to accumulate.","html":"it is very strange when crowdstrike is making a huge loss and with negative ROA AND negative ROE ... quite high debt ratio etc But Adobe with rock solid fundamentals low p/e of 15 . people don't know how to accumulate."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 Buy 😸 All-in [Chuckle] @JC888 @Barcode @DiAngel @Shyon @Aqa @Shernice軒嬣 2000","text":"Nice Sharing 😁 Buy 😸 All-in [Chuckle] @JC888 @Barcode @DiAngel @Shyon @Aqa @Shernice軒嬣 2000","html":"Nice Sharing 😁 Buy 😸 All-in [Chuckle] @JC888 @Barcode @DiAngel @Shyon @Aqa @Shernice軒嬣 2000"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":506570713883320,"gmtCreate":1764696273936,"gmtModify":1764696278138,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"htmlText":"Guess CrowdStrike as leads in cybersecurity and cloud with the total revenue has been trending up.","listText":"Guess CrowdStrike as leads in cybersecurity and cloud with the total revenue has been trending up.","text":"Guess CrowdStrike as leads in cybersecurity and cloud with the total revenue has been trending up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506570713883320","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506545695310320,"gmtCreate":1764690173261,"gmtModify":1764690177675,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"themes":[],"htmlText":"Must be CRWD [Happy] as I'm a shareholder [Chuckle]<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a>","listText":"Must be CRWD [Happy] as I'm a shareholder [Chuckle]<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a>","text":"Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506545695310320","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506513343119672,"gmtCreate":1764682278526,"gmtModify":1764682282627,"author":{"id":"4104999657240490","authorId":"4104999657240490","name":"AI Mastero","avatar":"https://community-static.tradeup.com/news/2f4df0d4c4b80be617d7c4184182b5e0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4104999657240490","idStr":"4104999657240490"},"themes":[],"htmlText":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.","listText":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.","text":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506513343119672","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506508674998712,"gmtCreate":1764681150730,"gmtModify":1764681154379,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582922989777578","idStr":"3582922989777578"},"themes":[],"htmlText":"i believe undervalued salesforce <a href=\"https://ttm.financial/S/CRM\"> $Salesforce.com(CRM)$ </a>will lead the pack !! <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a> HUAT","listText":"i believe undervalued salesforce <a href=\"https://ttm.financial/S/CRM\"> $Salesforce.com(CRM)$ </a>will lead the pack !! <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a> HUAT","text":"i believe undervalued salesforce $Salesforce.com(CRM)$ will lead the pack !! @Tiger_Earnings HUAT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506508674998712","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506423874544136,"gmtCreate":1764660443657,"gmtModify":1764660448156,"author":{"id":"4126523370881112","authorId":"4126523370881112","name":"逆天邪神云澈","avatar":"https://community-static.tradeup.com/news/9c36015059cbb828118a800fe8496178","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4126523370881112","idStr":"4126523370881112"},"themes":[],"htmlText":"My pick will be CRM. Sold 2 puts and rather confident that both will be profitable [Miser]","listText":"My pick will be CRM. Sold 2 puts and rather confident that both will be profitable [Miser]","text":"My pick will be CRM. Sold 2 puts and rather confident that both will be profitable [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/506423874544136","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506431261942160,"gmtCreate":1764656572300,"gmtModify":1764716402357,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] CRM, AI, CRWD, or MRVL — Who’s Your Pick?","htmlText":"This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights <a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. <a href=\"https://ttm.financial/S/AI\">$C3.</a>","listText":"This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights <a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. <a href=\"https://ttm.financial/S/AI\">$C3.</a>","text":"This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights $Salesforce.com(CRM)$ (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. $C3.","images":[{"img":"https://community-static.tradeup.com/news/f91e189a28120c915f6b771662b323b1","width":"1080","height":"1440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":57,"commentSize":10,"repostSize":4,"link":"https://ttm.financial/post/506431261942160","isVote":1,"tweetType":1,"viewCount":1776,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104999657240490","authorId":"4104999657240490","name":"AI Mastero","avatar":"https://community-static.tradeup.com/news/2f4df0d4c4b80be617d7c4184182b5e0","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4104999657240490","idStr":"4104999657240490"},"content":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.","text":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.","html":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel","text":"Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel","html":"Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502525442048352,"gmtCreate":1763706386852,"gmtModify":1763711045938,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"Earnings Movers: Walmart Surges Against the Trend! Cerence Significantly Lifts Guidance","htmlText":"1. <a href=\"https://ttm.financial/S/CRNC\">$Cerence Inc.(CRNC)$</a> jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property.\"As I reflect on my first full fiscal year as Cer","listText":"1. <a href=\"https://ttm.financial/S/CRNC\">$Cerence Inc.(CRNC)$</a> jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property.\"As I reflect on my first full fiscal year as Cer","text":"1. $Cerence Inc.(CRNC)$ jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property.\"As I reflect on my first full fiscal year as Cer","images":[{"img":"https://community-static.tradeup.com/news/e356c67c3d01904567968cea88e27dab","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/502525442048352","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501604893098664,"gmtCreate":1763471667317,"gmtModify":1763471671054,"author":{"id":"4107000793842860","authorId":"4107000793842860","name":"cca88","avatar":"https://community-static.tradeup.com/news/352655873159568e4844bcee22ca597b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107000793842860","idStr":"4107000793842860"},"themes":[],"title":"","htmlText":"Nvidia@good long term stock","listText":"Nvidia@good long term stock","text":"Nvidia@good long term stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501604893098664","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501598832378104,"gmtCreate":1763470185576,"gmtModify":1763471045857,"author":{"id":"4151786003496612","authorId":"4151786003496612","name":"azsureisme","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151786003496612","idStr":"4151786003496612"},"themes":[],"title":"","htmlText":"Nvidia what is next to move the markets&nbsp;","listText":"Nvidia what is next to move the markets&nbsp;","text":"Nvidia what is next to move the markets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501598832378104","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501125945828088,"gmtCreate":1763386914483,"gmtModify":1763386919864,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572753591805453","idStr":"3572753591805453"},"themes":[],"title":"","htmlText":"Markets are gearing up for a high-stakes earnings showdown. AI beneficiaries are riding Nvidia’s momentum, chipmakers face pricing swings, SaaS is battling margin pressure, “rocket” momentum names are testing sustainability, and China stocks are searching for catalysts. This quarter will reveal who’s leading — and who’s lagging — in the global risk-on rotation.","listText":"Markets are gearing up for a high-stakes earnings showdown. AI beneficiaries are riding Nvidia’s momentum, chipmakers face pricing swings, SaaS is battling margin pressure, “rocket” momentum names are testing sustainability, and China stocks are searching for catalysts. This quarter will reveal who’s leading — and who’s lagging — in the global risk-on rotation.","text":"Markets are gearing up for a high-stakes earnings showdown. AI beneficiaries are riding Nvidia’s momentum, chipmakers face pricing swings, SaaS is battling margin pressure, “rocket” momentum names are testing sustainability, and China stocks are searching for catalysts. This quarter will reveal who’s leading — and who’s lagging — in the global risk-on rotation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501125945828088","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":500944863503248,"gmtCreate":1763342821870,"gmtModify":1763361072100,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"Part 2 of 5 - too late to buy NVIDIA? Earnings Calendar for the week (17Nov25)","htmlText":"Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p","listText":"Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p","text":"Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p","images":[{"img":"https://community-static.tradeup.com/news/797dc14214bc029353074a5545e5df64","width":"1456","height":"819"},{"img":"https://community-static.tradeup.com/news/b40a14c0250ea142181a18745d5b242c","width":"1058","height":"932"},{"img":"https://community-static.tradeup.com/news/ef51c2268b366111c754bef9a2825e1b","width":"1456","height":"1180"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/500944863503248","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274699989262","authorId":"3479274699989262","name":"1moredrink","avatar":"https://static.tigerbbs.com/ccb460a4433acf323c92fa8450c70dd0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274699989262","idStr":"3479274699989262"},"content":"Impressive growth, but chasing now feels risky. Let’s see if earnings justify the hype 🧐","text":"Impressive growth, but chasing now feels risky. Let’s see if earnings justify the hype 🧐","html":"Impressive growth, but chasing now feels risky. Let’s see if earnings justify the hype 🧐"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":500841283760608,"gmtCreate":1763317413614,"gmtModify":1763351464251,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🔥 OPEX Catalyst Crush: $XPEV + $TCOM Asymmetric Edges vs. $NVDA Vol Trap, $SPX 38%, 120% Semi Run, BTC $88K Line in the Sand","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TCOM\">$Trip.com Group Limited(TCOM)$</a> <a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TCOM\">$Trip.com Group Limited(TCOM)$</a> <a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa","text":"$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa","images":[{"img":"https://community-static.tradeup.com/news/d103581a7d4468aa6db0f4966c5c35b6","width":"1641","height":"911"},{"img":"https://community-static.tradeup.com/news/81206d1ac9884f38f5fa8c6b1dcfda29","width":"1472","height":"1330"},{"img":"https://community-static.tradeup.com/news/0c6d2973fd1cc36987da084b724d4a47","width":"1472","height":"1139"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":156,"commentSize":70,"repostSize":499,"link":"https://ttm.financial/post/500841283760608","isVote":1,"tweetType":1,"viewCount":9512,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"🔥📊 I really like how you framed the catalyst density this week. The way you tied the MAG 7 call premium to the NVDA earnings window makes the flow signal feel more predictive than reactive. I am watching how $MSFT behaves on Wednesday because its cloud sensitivity often reinforces the tone that NVDA sets across semis and mega caps. Your point on the 38% $SPX extension adds important context for risk appetite.","text":"🔥📊 I really like how you framed the catalyst density this week. The way you tied the MAG 7 call premium to the NVDA earnings window makes the flow signal feel more predictive than reactive. I am watching how $MSFT behaves on Wednesday because its cloud sensitivity often reinforces the tone that NVDA sets across semis and mega caps. Your point on the 38% $SPX extension adds important context for risk appetite.","html":"🔥📊 I really like how you framed the catalyst density this week. The way you tied the MAG 7 call premium to the NVDA earnings window makes the flow signal feel more predictive than reactive. I am watching how $MSFT behaves on Wednesday because its cloud sensitivity often reinforces the tone that NVDA sets across semis and mega caps. Your point on the 38% $SPX extension adds important context for risk appetite."},{"author":{"id":"4172293714339752","authorId":"4172293714339752","name":"Kiwi Tigress","avatar":"https://community-static.tradeup.com/news/44439795b309a195e7cd7613ce58f08f","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172293714339752","idStr":"4172293714339752"},"content":"Ok I’m kinda losing it reading this because the way everything lines up this week feels insane. The $NVIDIA(NVDA)$NVDA call flow is actually ridiculous and everyone is just pretending it is chill. It is so not chill. Then the Apple succession thing hit and now I’m thinking about a whole new product cycle while my brain is still trying to process OPEX. And then you casually drop BTC sitting on that $88k line and now I’m staring at my charts like they are about to start shouting at me. The tension is loud. Semis look like they want to blow through something, $TCOM looks sneaky strong, X$PEV feels like it is breathing heavy and nobody is watching it. This post is giving full market chaos energy and I kinda love it because it makes me want to dig into every setup rn!","text":"Ok I’m kinda losing it reading this because the way everything lines up this week feels insane. The $NVIDIA(NVDA)$NVDA call flow is actually ridiculous and everyone is just pretending it is chill. It is so not chill. Then the Apple succession thing hit and now I’m thinking about a whole new product cycle while my brain is still trying to process OPEX. And then you casually drop BTC sitting on that $88k line and now I’m staring at my charts like they are about to start shouting at me. The tension is loud. Semis look like they want to blow through something, $TCOM looks sneaky strong, X$PEV feels like it is breathing heavy and nobody is watching it. This post is giving full market chaos energy and I kinda love it because it makes me want to dig into every setup rn!","html":"Ok I’m kinda losing it reading this because the way everything lines up this week feels insane. The $NVIDIA(NVDA)$NVDA call flow is actually ridiculous and everyone is just pretending it is chill. It is so not chill. Then the Apple succession thing hit and now I’m thinking about a whole new product cycle while my brain is still trying to process OPEX. And then you casually drop BTC sitting on that $88k line and now I’m staring at my charts like they are about to start shouting at me. The tension is loud. Semis look like they want to blow through something, $TCOM looks sneaky strong, X$PEV feels like it is breathing heavy and nobody is watching it. This post is giving full market chaos energy and I kinda love it because it makes me want to dig into every setup rn!"}],"imageCount":20,"langContent":"EN","totalScore":0},{"id":500242031911768,"gmtCreate":1763171226883,"gmtModify":1763172485634,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's \"forever partner.\" Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks","listText":"Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's \"forever partner.\" Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks","text":"Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$ has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's \"forever partner.\" Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks","images":[{"img":"https://community-static.tradeup.com/news/0063c43309ba003dbba39900002334a2","width":"1079","height":"507"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500242031911768","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":499988168094040,"gmtCreate":1763092404008,"gmtModify":1763179202459,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> <a href=\"https://ttm.financial/S/KLAC\">$KLA-Tencor(KLAC)$</a> <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a>&nbsp; 📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!","listText":"<a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> <a href=\"https://ttm.financial/S/KLAC\">$KLA-Tencor(KLAC)$</a> <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a>&nbsp; 📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!","text":"$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ 📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!","images":[{"img":"https://community-static.tradeup.com/news/c103311bef9d6faa1c56ed706dcf6f64","width":"945","height":"532"},{"img":"https://community-static.tradeup.com/news/8d8a59ff27bc8a69d773fb8f490f35fe","width":"947","height":"419"},{"img":"https://community-static.tradeup.com/news/f196dc7abdd5f0d32e14637cd0bc347a","width":"945","height":"1170"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":155,"commentSize":75,"repostSize":1935,"link":"https://ttm.financial/post/499988168094040","isVote":1,"tweetType":1,"viewCount":38703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"content":"wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃","text":"wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃","html":"wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃"},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"I’m reading the tape and the breakdown lines up with the broader equipment weakness. The relative underperformance versus $KLAC sends a strong message about where institutional confidence sits. I’m checking how $AMAT behaves around its recent support zones because the reaction could establish a new short term structure.","text":"I’m reading the tape and the breakdown lines up with the broader equipment weakness. The relative underperformance versus $KLAC sends a strong message about where institutional confidence sits. I’m checking how $AMAT behaves around its recent support zones because the reaction could establish a new short term structure.","html":"I’m reading the tape and the breakdown lines up with the broader equipment weakness. The relative underperformance versus $KLAC sends a strong message about where institutional confidence sits. I’m checking how $AMAT behaves around its recent support zones because the reaction could establish a new short term structure."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":499686122799648,"gmtCreate":1763018757392,"gmtModify":1763020573389,"author":{"id":"3561713422683896","authorId":"3561713422683896","name":"TheStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561713422683896","idStr":"3561713422683896"},"themes":[],"htmlText":"buy more Nvidia","listText":"buy more Nvidia","text":"buy more Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499686122799648","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499605872693824,"gmtCreate":1762999071637,"gmtModify":1762999075403,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"htmlText":"Both around $90, guess Circle will do better than CoreWeave.","listText":"Both around $90, guess Circle will do better than CoreWeave.","text":"Both around $90, guess Circle will do better than CoreWeave.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499605872693824","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499592604598800,"gmtCreate":1762995831621,"gmtModify":1762995835584,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"htmlText":"I think JD (ADR) will fall back to retest the previous low of USD29.9","listText":"I think JD (ADR) will fall back to retest the previous low of USD29.9","text":"I think JD (ADR) will fall back to retest the previous low of USD29.9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499592604598800","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499592333144800,"gmtCreate":1762995767004,"gmtModify":1762995770742,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"htmlText":"I think JD will fall back to retest the previous low of $29.9","listText":"I think JD will fall back to retest the previous low of $29.9","text":"I think JD will fall back to retest the previous low of $29.9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499592333144800","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499553866478248,"gmtCreate":1762986505170,"gmtModify":1762998416713,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/XPEV\"> $XPeng Inc.(XPEV)$ </a>reports earnings on November 17.&nbsp; It is the most anticipated Chinese ADR next week especially for EV sentiment, AI innovation and the broader China tech narrative. Consensus EPS is - USD 0.05, a sharp improvement from - USD 0.27 YoY. XPeng recently hit new highs after unveiling its humanoid robot IRON which stunned audiences with its lifelike movement. XPeng's IRON has sparked global attention.&nbsp; Investors will want to know how this tech integrates into its mobility road map. XPeng has been ramping up deliveries, especially with its new models and strategic partnerships.&nbsp; Q3 results will show if this momentum is sustainable. While revenue is growing, net losses remain a concern.&nbsp; Analysts will scrutinise","listText":"🌟🌟🌟<a href=\"https://ttm.financial/S/XPEV\"> $XPeng Inc.(XPEV)$ </a>reports earnings on November 17.&nbsp; It is the most anticipated Chinese ADR next week especially for EV sentiment, AI innovation and the broader China tech narrative. Consensus EPS is - USD 0.05, a sharp improvement from - USD 0.27 YoY. XPeng recently hit new highs after unveiling its humanoid robot IRON which stunned audiences with its lifelike movement. XPeng's IRON has sparked global attention.&nbsp; Investors will want to know how this tech integrates into its mobility road map. XPeng has been ramping up deliveries, especially with its new models and strategic partnerships.&nbsp; Q3 results will show if this momentum is sustainable. While revenue is growing, net losses remain a concern.&nbsp; Analysts will scrutinise","text":"🌟🌟🌟 $XPeng Inc.(XPEV)$ reports earnings on November 17. It is the most anticipated Chinese ADR next week especially for EV sentiment, AI innovation and the broader China tech narrative. Consensus EPS is - USD 0.05, a sharp improvement from - USD 0.27 YoY. XPeng recently hit new highs after unveiling its humanoid robot IRON which stunned audiences with its lifelike movement. XPeng's IRON has sparked global attention. Investors will want to know how this tech integrates into its mobility road map. XPeng has been ramping up deliveries, especially with its new models and strategic partnerships. Q3 results will show if this momentum is sustainable. While revenue is growing, net losses remain a concern. Analysts will scrutinise","images":[{"img":"https://community-static.tradeup.com/news/a3cb89fb97ae59a7cb733054282a2342"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499553866478248","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":500841283760608,"gmtCreate":1763317413614,"gmtModify":1763351464251,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🔥 OPEX Catalyst Crush: $XPEV + $TCOM Asymmetric Edges vs. $NVDA Vol Trap, $SPX 38%, 120% Semi Run, BTC $88K Line in the Sand","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TCOM\">$Trip.com Group Limited(TCOM)$</a> <a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TCOM\">$Trip.com Group Limited(TCOM)$</a> <a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa","text":"$NVIDIA(NVDA)$ $Trip.com Group Limited(TCOM)$ $XPeng Inc.(XPEV)$ I position early when macro derisking, liquidity reconfiguration, earnings density, and policy signals converge. This week has that rare compression. When catalysts tighten, volatility becomes structural, and I want to align with the deeper mechanics before reactions hit the tape. 🔥 A Catalyst Cluster Rarely This Compressed The government reopening has removed one overhang, although tariff uncertainty linked to President Trump continues to hover over China exposed sectors. What sharpened my focus was the latest disclosure confirming that President Trump bought at least $82M in corporate and municipa","images":[{"img":"https://community-static.tradeup.com/news/d103581a7d4468aa6db0f4966c5c35b6","width":"1641","height":"911"},{"img":"https://community-static.tradeup.com/news/81206d1ac9884f38f5fa8c6b1dcfda29","width":"1472","height":"1330"},{"img":"https://community-static.tradeup.com/news/0c6d2973fd1cc36987da084b724d4a47","width":"1472","height":"1139"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":156,"commentSize":70,"repostSize":499,"link":"https://ttm.financial/post/500841283760608","isVote":1,"tweetType":1,"viewCount":9512,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"🔥📊 I really like how you framed the catalyst density this week. The way you tied the MAG 7 call premium to the NVDA earnings window makes the flow signal feel more predictive than reactive. I am watching how $MSFT behaves on Wednesday because its cloud sensitivity often reinforces the tone that NVDA sets across semis and mega caps. Your point on the 38% $SPX extension adds important context for risk appetite.","text":"🔥📊 I really like how you framed the catalyst density this week. The way you tied the MAG 7 call premium to the NVDA earnings window makes the flow signal feel more predictive than reactive. I am watching how $MSFT behaves on Wednesday because its cloud sensitivity often reinforces the tone that NVDA sets across semis and mega caps. Your point on the 38% $SPX extension adds important context for risk appetite.","html":"🔥📊 I really like how you framed the catalyst density this week. The way you tied the MAG 7 call premium to the NVDA earnings window makes the flow signal feel more predictive than reactive. I am watching how $MSFT behaves on Wednesday because its cloud sensitivity often reinforces the tone that NVDA sets across semis and mega caps. Your point on the 38% $SPX extension adds important context for risk appetite."},{"author":{"id":"4172293714339752","authorId":"4172293714339752","name":"Kiwi Tigress","avatar":"https://community-static.tradeup.com/news/44439795b309a195e7cd7613ce58f08f","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172293714339752","authorIdStr":"4172293714339752"},"content":"Ok I’m kinda losing it reading this because the way everything lines up this week feels insane. The $NVIDIA(NVDA)$NVDA call flow is actually ridiculous and everyone is just pretending it is chill. It is so not chill. Then the Apple succession thing hit and now I’m thinking about a whole new product cycle while my brain is still trying to process OPEX. And then you casually drop BTC sitting on that $88k line and now I’m staring at my charts like they are about to start shouting at me. The tension is loud. Semis look like they want to blow through something, $TCOM looks sneaky strong, X$PEV feels like it is breathing heavy and nobody is watching it. This post is giving full market chaos energy and I kinda love it because it makes me want to dig into every setup rn!","text":"Ok I’m kinda losing it reading this because the way everything lines up this week feels insane. The $NVIDIA(NVDA)$NVDA call flow is actually ridiculous and everyone is just pretending it is chill. It is so not chill. Then the Apple succession thing hit and now I’m thinking about a whole new product cycle while my brain is still trying to process OPEX. And then you casually drop BTC sitting on that $88k line and now I’m staring at my charts like they are about to start shouting at me. The tension is loud. Semis look like they want to blow through something, $TCOM looks sneaky strong, X$PEV feels like it is breathing heavy and nobody is watching it. This post is giving full market chaos energy and I kinda love it because it makes me want to dig into every setup rn!","html":"Ok I’m kinda losing it reading this because the way everything lines up this week feels insane. The $NVIDIA(NVDA)$NVDA call flow is actually ridiculous and everyone is just pretending it is chill. It is so not chill. Then the Apple succession thing hit and now I’m thinking about a whole new product cycle while my brain is still trying to process OPEX. And then you casually drop BTC sitting on that $88k line and now I’m staring at my charts like they are about to start shouting at me. The tension is loud. Semis look like they want to blow through something, $TCOM looks sneaky strong, X$PEV feels like it is breathing heavy and nobody is watching it. This post is giving full market chaos energy and I kinda love it because it makes me want to dig into every setup rn!"}],"imageCount":20,"langContent":"EN","totalScore":0},{"id":506431261942160,"gmtCreate":1764656572300,"gmtModify":1764716402357,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] CRM, AI, CRWD, or MRVL — Who’s Your Pick?","htmlText":"This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights <a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. <a href=\"https://ttm.financial/S/AI\">$C3.</a>","listText":"This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights <a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. <a href=\"https://ttm.financial/S/AI\">$C3.</a>","text":"This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights $Salesforce.com(CRM)$ (After market close on Dec 3)Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth. $C3.","images":[{"img":"https://community-static.tradeup.com/news/f91e189a28120c915f6b771662b323b1","width":"1080","height":"1440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":57,"commentSize":10,"repostSize":4,"link":"https://ttm.financial/post/506431261942160","isVote":1,"tweetType":1,"viewCount":1776,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104999657240490","authorId":"4104999657240490","name":"AI Mastero","avatar":"https://community-static.tradeup.com/news/2f4df0d4c4b80be617d7c4184182b5e0","crmLevel":12,"crmLevelSwitch":1,"idStr":"4104999657240490","authorIdStr":"4104999657240490"},"content":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.","text":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration.","html":"I wish CRM should show some strength, but for some reasons the stock is unable to pop up. My bet is on CRWD which gets maximum upside even for a small surprise, it looks like plenty of Institutional support and great market penetration."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel","text":"Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel","html":"Must be CRWD [Happy] as I'm a shareholder [Chuckle] @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000 @koolgal @DiAngel"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502525442048352,"gmtCreate":1763706386852,"gmtModify":1763711045938,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings Movers: Walmart Surges Against the Trend! Cerence Significantly Lifts Guidance","htmlText":"1. <a href=\"https://ttm.financial/S/CRNC\">$Cerence Inc.(CRNC)$</a> jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property.\"As I reflect on my first full fiscal year as Cer","listText":"1. <a href=\"https://ttm.financial/S/CRNC\">$Cerence Inc.(CRNC)$</a> jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property.\"As I reflect on my first full fiscal year as Cer","text":"1. $Cerence Inc.(CRNC)$ jumped 27.53%Q4 Revenue: $60.6M vs. $55.24M expected (+10.6% beat)Adjusted EPS: -$0.24 vs. -$0.26 expected (+7.7% beat)Outlook: Expecting Q1 revenue between $110M and $120M, including a $49.5M patent license payment, with gross margins projected at 85%-86%. Net (loss) income is forecasted between -$2.4M and $7.6M, and adjusted EBITDA is expected to range from $30M to $40M.Cerence's stock surged after the company issued FY2026 revenue guidance of $300 million to $320 million, far exceeding analysts’ estimate of $246 million. The midpoint of the guidance represents a 23% year-over-year increase, including the company’s first successful monetization of its intellectual property.\"As I reflect on my first full fiscal year as Cer","images":[{"img":"https://community-static.tradeup.com/news/e356c67c3d01904567968cea88e27dab","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/502525442048352","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":497592869425720,"gmtCreate":1762505159047,"gmtModify":1762687026515,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Epic Earnings Clash: Unity's Triumphant Surge vs. Duolingo's Heartbreaking Plunge – Ready to Bet on the Winner? 🚀📉","htmlText":"This earnings season packs a punch with growth stocks swinging wildly, delivering thrills and chills for investors everywhere! 🌟 Picture this: massive beats on key metrics, yet some stocks tank hard while others skyrocket. We're diving deep into the drama between rebound king Unity ( <a href=\"https://ttm.financial/S/UNTY\">$Unity(UNTY)$</a> ) and slumping star Duolingo (DUOL), sprinkled with insights from Upwork (UPWK), Snap (SNAP), and Pinterest (PINS). Is it time to scoop up the dippers or ride the risers? Let's break it down with fresh data straight from the front lines. 💥 Starting with Duolingo – the language app that's got everyone hooked on learning, but ouch, that stock reaction! 😩 They smashed revenue at $272 million, exploding 41% year-over-year and topping estimates of $260 millio","listText":"This earnings season packs a punch with growth stocks swinging wildly, delivering thrills and chills for investors everywhere! 🌟 Picture this: massive beats on key metrics, yet some stocks tank hard while others skyrocket. We're diving deep into the drama between rebound king Unity ( <a href=\"https://ttm.financial/S/UNTY\">$Unity(UNTY)$</a> ) and slumping star Duolingo (DUOL), sprinkled with insights from Upwork (UPWK), Snap (SNAP), and Pinterest (PINS). Is it time to scoop up the dippers or ride the risers? Let's break it down with fresh data straight from the front lines. 💥 Starting with Duolingo – the language app that's got everyone hooked on learning, but ouch, that stock reaction! 😩 They smashed revenue at $272 million, exploding 41% year-over-year and topping estimates of $260 millio","text":"This earnings season packs a punch with growth stocks swinging wildly, delivering thrills and chills for investors everywhere! 🌟 Picture this: massive beats on key metrics, yet some stocks tank hard while others skyrocket. We're diving deep into the drama between rebound king Unity ( $Unity(UNTY)$ ) and slumping star Duolingo (DUOL), sprinkled with insights from Upwork (UPWK), Snap (SNAP), and Pinterest (PINS). Is it time to scoop up the dippers or ride the risers? Let's break it down with fresh data straight from the front lines. 💥 Starting with Duolingo – the language app that's got everyone hooked on learning, but ouch, that stock reaction! 😩 They smashed revenue at $272 million, exploding 41% year-over-year and topping estimates of $260 millio","images":[{"img":"https://community-static.tradeup.com/news/058c7a0bfcad4fed9683e069596fa478","width":"720","height":"400"},{"img":"https://community-static.tradeup.com/news/6df30283c5c270c381225070122b58c8","width":"700","height":"467"},{"img":"https://community-static.tradeup.com/news/eb72cd8345e4a8fa301f923f2144c09a","width":"720","height":"400"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1010,"commentSize":1,"repostSize":38,"link":"https://ttm.financial/post/497592869425720","isVote":1,"tweetType":1,"viewCount":2748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":506651270157024,"gmtCreate":1764715971100,"gmtModify":1764783602552,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟My Top Pick is <a href=\"https://ttm.financial/S/CRWD\"> $CrowdStrike Holdings, Inc.(CRWD)$ </a>as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"\"></a>","listText":"🌟🌟🌟My Top Pick is <a href=\"https://ttm.financial/S/CRWD\"> $CrowdStrike Holdings, Inc.(CRWD)$ </a>as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"\"></a>","text":"🌟🌟🌟My Top Pick is $CrowdStrike Holdings, Inc.(CRWD)$ as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","images":[{"img":"https://community-static.tradeup.com/news/6982afc1ae1e2c51b62ce2ca12c41256"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":110,"commentSize":43,"repostSize":939,"link":"https://ttm.financial/post/506651270157024","isVote":1,"tweetType":1,"viewCount":20452,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":11,"crmLevelSwitch":1,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"content":"it is very strange when crowdstrike is making a huge loss and with negative ROA AND negative ROE ... quite high debt ratio etc But Adobe with rock solid fundamentals low p/e of 15 . people don't know how to accumulate.","text":"it is very strange when crowdstrike is making a huge loss and with negative ROA AND negative ROE ... quite high debt ratio etc But Adobe with rock solid fundamentals low p/e of 15 . people don't know how to accumulate.","html":"it is very strange when crowdstrike is making a huge loss and with negative ROA AND negative ROE ... quite high debt ratio etc But Adobe with rock solid fundamentals low p/e of 15 . people don't know how to accumulate."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 Buy 😸 All-in [Chuckle] @JC888 @Barcode @DiAngel @Shyon @Aqa @Shernice軒嬣 2000","text":"Nice Sharing 😁 Buy 😸 All-in [Chuckle] @JC888 @Barcode @DiAngel @Shyon @Aqa @Shernice軒嬣 2000","html":"Nice Sharing 😁 Buy 😸 All-in [Chuckle] @JC888 @Barcode @DiAngel @Shyon @Aqa @Shernice軒嬣 2000"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":500242031911768,"gmtCreate":1763171226883,"gmtModify":1763172485634,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's \"forever partner.\" Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks","listText":"Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's \"forever partner.\" Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks","text":"Nvidia Is Up Some 115% Since April. Here's What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$ has gained some 115% since its April low and recently hit an all-time high. Let's see what the chip giant's chart and fundamental analysis can show us ahead of NVDA's fiscal Q3 earnings release next week. Nvidia's Fundamental Analysis Nvidia CEO Jensen Huang this month traveled to Taiwan to attend the annual sports day held by integrated-circuits maker $Taiwan Semiconductor (TSM.US)$, which he called NVDA's \"forever partner.\" Although Nvidia has deals in place with firms like $Intel (INTC.US)$, TSM is Nvidia's primary foundry when it comes to manufacturing high-end AI-capable GPUs. Huang said in public remarks","images":[{"img":"https://community-static.tradeup.com/news/0063c43309ba003dbba39900002334a2","width":"1079","height":"507"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500242031911768","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":500944863503248,"gmtCreate":1763342821870,"gmtModify":1763361072100,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"Part 2 of 5 - too late to buy NVIDIA? Earnings Calendar for the week (17Nov25)","htmlText":"Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p","listText":"Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p","text":"Earnings Calendar (17Nov25) I am monitoring the coming earnings for ZIM, Baidu, PDD, Target, Nvidia, and Walmart. Let us look at Nvidia’s performance. Over the past year, the company’s stock price has increased by 34%. Despite this strong performance, there is a notable divergence in market sentiment: technical analysis currently suggests a “sell” rating, while analysts maintain a strong buy recommendation. The consensus price target stands at $230.78, indicating a potential upside of 21.35% from current levels. Revenue and Profit Growth The company has demonstrated remarkable financial growth over the past decade. Revenue has surged from $5 billion in 2016 to $134 billion in 2025. This growth is reflected in the gross profit, which expanded from $2.8 billion to $97 billion over the same p","images":[{"img":"https://community-static.tradeup.com/news/797dc14214bc029353074a5545e5df64","width":"1456","height":"819"},{"img":"https://community-static.tradeup.com/news/b40a14c0250ea142181a18745d5b242c","width":"1058","height":"932"},{"img":"https://community-static.tradeup.com/news/ef51c2268b366111c754bef9a2825e1b","width":"1456","height":"1180"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/500944863503248","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274699989262","authorId":"3479274699989262","name":"1moredrink","avatar":"https://static.tigerbbs.com/ccb460a4433acf323c92fa8450c70dd0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274699989262","authorIdStr":"3479274699989262"},"content":"Impressive growth, but chasing now feels risky. Let’s see if earnings justify the hype 🧐","text":"Impressive growth, but chasing now feels risky. Let’s see if earnings justify the hype 🧐","html":"Impressive growth, but chasing now feels risky. Let’s see if earnings justify the hype 🧐"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":496731943789440,"gmtCreate":1762294901580,"gmtModify":1762297401683,"author":{"id":"4177263596677932","authorId":"4177263596677932","name":"Bullaroo","avatar":"https://community-static.tradeup.com/news/d07d07325e506814e24316743b80e468","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177263596677932","authorIdStr":"4177263596677932"},"themes":[],"title":"UPST's Q3 Reality Check: Why a Weak Q4 Forecast Tanked the Stock","htmlText":"An earnings beat on the bottom line was no match for a story of slowing growth, as high interest rates continue to clog the FinTech's funding model. Upstart ( <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> reported its third-quarter 2025 financial results on Tuesday, and the market's reaction was swift and decisive. In after-hours trading, the stock fell by over 11%, providing a perfect case study for a high-growth company running headlong into a macroeconomic wall. On the surface, the quarter was a confusing, mixed bag. But for a high-beta stock like Upstart, the past is irrelevant. The story, and the reason for the sell-off, was found in one place: a critical failure in its forward-looking guidance. The Mixed Bag: Q3 by the Numbers By the raw numbers, Upstart’s","listText":"An earnings beat on the bottom line was no match for a story of slowing growth, as high interest rates continue to clog the FinTech's funding model. Upstart ( <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> reported its third-quarter 2025 financial results on Tuesday, and the market's reaction was swift and decisive. In after-hours trading, the stock fell by over 11%, providing a perfect case study for a high-growth company running headlong into a macroeconomic wall. On the surface, the quarter was a confusing, mixed bag. But for a high-beta stock like Upstart, the past is irrelevant. The story, and the reason for the sell-off, was found in one place: a critical failure in its forward-looking guidance. The Mixed Bag: Q3 by the Numbers By the raw numbers, Upstart’s","text":"An earnings beat on the bottom line was no match for a story of slowing growth, as high interest rates continue to clog the FinTech's funding model. Upstart ( $Upstart Holdings, Inc.(UPST)$ reported its third-quarter 2025 financial results on Tuesday, and the market's reaction was swift and decisive. In after-hours trading, the stock fell by over 11%, providing a perfect case study for a high-growth company running headlong into a macroeconomic wall. On the surface, the quarter was a confusing, mixed bag. But for a high-beta stock like Upstart, the past is irrelevant. The story, and the reason for the sell-off, was found in one place: a critical failure in its forward-looking guidance. The Mixed Bag: Q3 by the Numbers By the raw numbers, Upstart’s","images":[{"img":"https://community-static.tradeup.com/news/a47d4f7aa1d7cb410f30ec0e2a3ba6be","width":"2252","height":"1276"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":587,"commentSize":3,"repostSize":28,"link":"https://ttm.financial/post/496731943789440","isVote":1,"tweetType":1,"viewCount":2834,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011024","authorIdStr":"10000000000011024"},"content":"UPST’s EPS beat means nothing—weak Q4 guidance crushes the growth story!","text":"UPST’s EPS beat means nothing—weak Q4 guidance crushes the growth story!","html":"UPST’s EPS beat means nothing—weak Q4 guidance crushes the growth story!"},{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011023","authorIdStr":"10000000000011023"},"content":"High rates sank UPST.AI can’t fix funding/demand issues, smart sell-off!","text":"High rates sank UPST.AI can’t fix funding/demand issues, smart sell-off!","html":"High rates sank UPST.AI can’t fix funding/demand issues, smart sell-off!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":499443536425288,"gmtCreate":1762954036034,"gmtModify":1762998362579,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Earnings PK: Nvidia Plays, Rocket, Chips, and Chinese ADRs — Any Trade Opportunities?","htmlText":"Earnings season keeps firing away: AI plays lose steam, rocket stocks fade after early gains, Chinese e-commerce faces another cold front, and crypto firms post stunning profits. Let’s see who beat, who missed — and who’s still worth buying?1. Nvidia Concept Stocks: High Growth, High Volatility in the AI Supply Chain<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>: Beats but Delayed, Dragged Down by Nvidia’s Sell-OffQ3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day drop.CEO said the issue was “limited to a single data center,” but CNBC’s Jim Cramer reported delays across Texas, Oklahoma, and North Carolina.As an Nvidia concept stock, CoreWeave tends to fall harder whenever Nvidia pulls back. The stock closed at $88, just above its","listText":"Earnings season keeps firing away: AI plays lose steam, rocket stocks fade after early gains, Chinese e-commerce faces another cold front, and crypto firms post stunning profits. Let’s see who beat, who missed — and who’s still worth buying?1. Nvidia Concept Stocks: High Growth, High Volatility in the AI Supply Chain<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a>: Beats but Delayed, Dragged Down by Nvidia’s Sell-OffQ3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day drop.CEO said the issue was “limited to a single data center,” but CNBC’s Jim Cramer reported delays across Texas, Oklahoma, and North Carolina.As an Nvidia concept stock, CoreWeave tends to fall harder whenever Nvidia pulls back. The stock closed at $88, just above its","text":"Earnings season keeps firing away: AI plays lose steam, rocket stocks fade after early gains, Chinese e-commerce faces another cold front, and crypto firms post stunning profits. Let’s see who beat, who missed — and who’s still worth buying?1. Nvidia Concept Stocks: High Growth, High Volatility in the AI Supply Chain$CoreWeave, Inc.(CRWV)$: Beats but Delayed, Dragged Down by Nvidia’s Sell-OffQ3 delivered a double beat, but delays at a third-party data center triggered a 16% one-day drop.CEO said the issue was “limited to a single data center,” but CNBC’s Jim Cramer reported delays across Texas, Oklahoma, and North Carolina.As an Nvidia concept stock, CoreWeave tends to fall harder whenever Nvidia pulls back. The stock closed at $88, just above its","images":[{"img":"https://community-static.tradeup.com/news/c63b3dc126ce85ef5741453de8181ff6"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":179,"commentSize":25,"repostSize":15,"link":"https://ttm.financial/post/499443536425288","isVote":1,"tweetType":1,"viewCount":14757,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I’m leaning more toward $Circle Internet Corp.(CRCL)$ than $CoreWeave, Inc.(CRWV)$ at current levels. Both trade near $90, but Circle’s fundamentals look stronger — revenue up 66% YoY, profit up 202%, and solid execution across metrics. CoreWeave, though tied to Nvidia’s AI ecosystem, remains volatile after its data center delay and Nvidia’s $NVIDIA Corp(NVDA)$ sell-off. Its oversold RSI hints at a rebound, but sentiment is still shaky. CoreWeave has long-term promise with major hyperscaler deals, yet Circle’s growth story feels more stable in the near term. The brief post-earnings pullback seems like profit-taking, not weakness. With crypto adoption rising and solid financial momentum, Circle has a clearer path to sustained growth. If I had to choose, I’d pick Circle. It’s stronger fundamentally and better positioned for short-term upside. My prediction: “I think Circle will break above $100 this week.” @Tiger_comments @TigerStars","text":"I’m leaning more toward $Circle Internet Corp.(CRCL)$ than $CoreWeave, Inc.(CRWV)$ at current levels. Both trade near $90, but Circle’s fundamentals look stronger — revenue up 66% YoY, profit up 202%, and solid execution across metrics. CoreWeave, though tied to Nvidia’s AI ecosystem, remains volatile after its data center delay and Nvidia’s $NVIDIA Corp(NVDA)$ sell-off. Its oversold RSI hints at a rebound, but sentiment is still shaky. CoreWeave has long-term promise with major hyperscaler deals, yet Circle’s growth story feels more stable in the near term. The brief post-earnings pullback seems like profit-taking, not weakness. With crypto adoption rising and solid financial momentum, Circle has a clearer path to sustained growth. If I had to choose, I’d pick Circle. It’s stronger fundamentally and better positioned for short-term upside. My prediction: “I think Circle will break above $100 this week.” @Tiger_comments @TigerStars","html":"I’m leaning more toward $Circle Internet Corp.(CRCL)$ than $CoreWeave, Inc.(CRWV)$ at current levels. Both trade near $90, but Circle’s fundamentals look stronger — revenue up 66% YoY, profit up 202%, and solid execution across metrics. CoreWeave, though tied to Nvidia’s AI ecosystem, remains volatile after its data center delay and Nvidia’s $NVIDIA Corp(NVDA)$ sell-off. Its oversold RSI hints at a rebound, but sentiment is still shaky. CoreWeave has long-term promise with major hyperscaler deals, yet Circle’s growth story feels more stable in the near term. The brief post-earnings pullback seems like profit-taking, not weakness. With crypto adoption rising and solid financial momentum, Circle has a clearer path to sustained growth. If I had to choose, I’d pick Circle. It’s stronger fundamentally and better positioned for short-term upside. My prediction: “I think Circle will break above $100 this week.” @Tiger_comments @TigerStars"},{"author":{"id":"9000000000000350","authorId":"9000000000000350","name":"WendyDelia","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000350","authorIdStr":"9000000000000350"},"content":"I think Circle will break above $100 this week[看涨]","text":"I think Circle will break above $100 this week[看涨]","html":"I think Circle will break above $100 this week[看涨]"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":492758983909848,"gmtCreate":1761325049108,"gmtModify":1761533332382,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🎇 Navigating the Liquidity Vortex: My Blueprint for Late-October Volatility and November’s Rebound 🎇","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> I’m watching markets reset credibility in real time as we head toward the 29 Oct 25 Federal Reserve meeting. Fed funds futures now embed a 99 % probability of a 25 bps cut, lowering the band to 3.75–4.00 %, with an 87.9 % chance of another in December. Despite headline CPI rising 3.0 % y/y, the highest in 16 months, core came in at 0.3 % m/m, landing perfectly in JPMorgan’s “welcome-respite” zone that historically drives +0.75 % to +1.25 % SPX gains. We got exactly that +0.6 % pop. Services inflation remains sticky at 5.2 %, goods -0.1 %, and that mismatch is why I expect a temporary flush before poli","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> I’m watching markets reset credibility in real time as we head toward the 29 Oct 25 Federal Reserve meeting. Fed funds futures now embed a 99 % probability of a 25 bps cut, lowering the band to 3.75–4.00 %, with an 87.9 % chance of another in December. Despite headline CPI rising 3.0 % y/y, the highest in 16 months, core came in at 0.3 % m/m, landing perfectly in JPMorgan’s “welcome-respite” zone that historically drives +0.75 % to +1.25 % SPX gains. We got exactly that +0.6 % pop. Services inflation remains sticky at 5.2 %, goods -0.1 %, and that mismatch is why I expect a temporary flush before poli","text":"$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Rocket Lab USA, Inc.(RKLB)$ I’m watching markets reset credibility in real time as we head toward the 29 Oct 25 Federal Reserve meeting. Fed funds futures now embed a 99 % probability of a 25 bps cut, lowering the band to 3.75–4.00 %, with an 87.9 % chance of another in December. Despite headline CPI rising 3.0 % y/y, the highest in 16 months, core came in at 0.3 % m/m, landing perfectly in JPMorgan’s “welcome-respite” zone that historically drives +0.75 % to +1.25 % SPX gains. We got exactly that +0.6 % pop. Services inflation remains sticky at 5.2 %, goods -0.1 %, and that mismatch is why I expect a temporary flush before poli","images":[{"img":"https://community-static.tradeup.com/news/335df427a6df228455e98d3e989078d2","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/ee3437c218fef4f73bf077d2e2659a37","width":"1641","height":"1081"},{"img":"https://community-static.tradeup.com/news/684876245081664dcc44372ce53aa0b4","width":"1641","height":"923"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":21,"commentSize":36,"repostSize":25,"link":"https://ttm.financial/post/492758983909848","isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"🌟🌟🌟💰🌎 Outstanding work, BC. You nailed the intersection of inflation dynamics, policy timing, and BRICS liquidity. With 1 100 tonnes of gold bought this year, we’re watching a structural bid form under the metals market that’s hard to ignore. I’ve mirrored a bit of your positioning through NEM and GDX exposure; that 95 DXY magnet you mentioned is critical for timing rotations. I appreciated your inclusion of the IMF’s global growth revisions too—it’s refreshing to see macro treated as an actionable framework, not just noise. The BRICS liquidity and China’s US$500 billion credit expansion create a foundation that supports your thesis of a global repricing cycle rather than a correction. Gold feels like the anchor again, not the hedge. Stellar post. You manage to bridge trader instincts with institutional macro discipline every time.","text":"🌟🌟🌟💰🌎 Outstanding work, BC. You nailed the intersection of inflation dynamics, policy timing, and BRICS liquidity. With 1 100 tonnes of gold bought this year, we’re watching a structural bid form under the metals market that’s hard to ignore. I’ve mirrored a bit of your positioning through NEM and GDX exposure; that 95 DXY magnet you mentioned is critical for timing rotations. I appreciated your inclusion of the IMF’s global growth revisions too—it’s refreshing to see macro treated as an actionable framework, not just noise. The BRICS liquidity and China’s US$500 billion credit expansion create a foundation that supports your thesis of a global repricing cycle rather than a correction. Gold feels like the anchor again, not the hedge. Stellar post. You manage to bridge trader instincts with institutional macro discipline every time.","html":"🌟🌟🌟💰🌎 Outstanding work, BC. You nailed the intersection of inflation dynamics, policy timing, and BRICS liquidity. With 1 100 tonnes of gold bought this year, we’re watching a structural bid form under the metals market that’s hard to ignore. I’ve mirrored a bit of your positioning through NEM and GDX exposure; that 95 DXY magnet you mentioned is critical for timing rotations. I appreciated your inclusion of the IMF’s global growth revisions too—it’s refreshing to see macro treated as an actionable framework, not just noise. The BRICS liquidity and China’s US$500 billion credit expansion create a foundation that supports your thesis of a global repricing cycle rather than a correction. Gold feels like the anchor again, not the hedge. Stellar post. You manage to bridge trader instincts with institutional macro discipline every time."},{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"idStr":"4177356503735472","authorIdStr":"4177356503735472"},"content":"⚡📊That 113 skew and VIX pop you pointed out make perfect sense in this setup. I’m seeing similar structure in MSFT’s options chain; puts still rich but starting to fade as the curve flattens. The 6 400–6 500 zone really does feel like the institutional bid line.","text":"⚡📊That 113 skew and VIX pop you pointed out make perfect sense in this setup. I’m seeing similar structure in MSFT’s options chain; puts still rich but starting to fade as the curve flattens. The 6 400–6 500 zone really does feel like the institutional bid line.","html":"⚡📊That 113 skew and VIX pop you pointed out make perfect sense in this setup. I’m seeing similar structure in MSFT’s options chain; puts still rich but starting to fade as the curve flattens. The 6 400–6 500 zone really does feel like the institutional bid line."}],"imageCount":16,"langContent":"EN","totalScore":0},{"id":496880975208744,"gmtCreate":1762331356260,"gmtModify":1762414950220,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Can Block (XYZ) Give A 20% Jump After Its Earnings? Defying All Odds","htmlText":"<a href=\"https://ttm.financial/S/XYZ\">$Block, Inc.(XYZ)$</a> is anticipated to report its fiscal Q3 2025 earnings around November 6, 2025 (based on inferred historical patterns). Based on the latest available analyst estimates and company guidance leading up to the report, here is an overview of what to watch: The general market expectation for Q3 2025 is as follows: Gross Profit: Expected to be around $2.60 billion, which would suggest an increase of approximately 16% year-over-year. This is a primary focus metric for Block. Revenue: Projected to be around $6.34 billion. Adjusted EPS (Earnings Per Share): Consensus is about $0.63 per share. Block (XYZ) Fiscal Q2 2025 Earnings Summary Block reported a mixed set of results for the second quarter of 2025, with revenues and adjusted earnings","listText":"<a href=\"https://ttm.financial/S/XYZ\">$Block, Inc.(XYZ)$</a> is anticipated to report its fiscal Q3 2025 earnings around November 6, 2025 (based on inferred historical patterns). Based on the latest available analyst estimates and company guidance leading up to the report, here is an overview of what to watch: The general market expectation for Q3 2025 is as follows: Gross Profit: Expected to be around $2.60 billion, which would suggest an increase of approximately 16% year-over-year. This is a primary focus metric for Block. Revenue: Projected to be around $6.34 billion. Adjusted EPS (Earnings Per Share): Consensus is about $0.63 per share. Block (XYZ) Fiscal Q2 2025 Earnings Summary Block reported a mixed set of results for the second quarter of 2025, with revenues and adjusted earnings","text":"$Block, Inc.(XYZ)$ is anticipated to report its fiscal Q3 2025 earnings around November 6, 2025 (based on inferred historical patterns). Based on the latest available analyst estimates and company guidance leading up to the report, here is an overview of what to watch: The general market expectation for Q3 2025 is as follows: Gross Profit: Expected to be around $2.60 billion, which would suggest an increase of approximately 16% year-over-year. This is a primary focus metric for Block. Revenue: Projected to be around $6.34 billion. Adjusted EPS (Earnings Per Share): Consensus is about $0.63 per share. Block (XYZ) Fiscal Q2 2025 Earnings Summary Block reported a mixed set of results for the second quarter of 2025, with revenues and adjusted earnings","images":[{"img":"https://community-static.tradeup.com/news/8cf529fc6dc7b6e7115091b7bd6e4a11","width":"1203","height":"816"},{"img":"https://community-static.tradeup.com/news/f5461b8c1d7ef7d8544e872f87047aac","width":"1215","height":"827"},{"img":"https://community-static.tradeup.com/news/99ff01ea491ec3ae9b858b1ec30df02b","width":"1618","height":"723"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":32,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/496880975208744","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"We bought MUCH more Block Inc stock recently, it's going higher! Q3 is tomorrow.","text":"We bought MUCH more Block Inc stock recently, it's going higher! Q3 is tomorrow.","html":"We bought MUCH more Block Inc stock recently, it's going higher! Q3 is tomorrow."},{"author":{"id":"9000000000000659","authorId":"9000000000000659","name":"blinxz","avatar":"https://static.tigerbbs.com/b87144102ab2af711f17815c3c403285","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000659","authorIdStr":"9000000000000659"},"content":"It certainly seems like a pivotal moment for Block.","text":"It certainly seems like a pivotal moment for Block.","html":"It certainly seems like a pivotal moment for Block."}],"imageCount":8,"langContent":"EN","totalScore":0},{"id":499319825507080,"gmtCreate":1762923673705,"gmtModify":1762943122488,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings Movers | CRWV Cut Guidance, Oversold or Not?","htmlText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> plunged 16.31%Revenue: $1.37B vs. $1.28B expected (+7% beat)Adjusted EPS: −$0.22 vs. −$0.36 expected (+38.9% beat)Outlook: FY2025 Revenue expects $5.05B–$5.15B (down from $5.15B–$5.35B), Adjusted Operating Income to be $690M–$720M (down from $800M–$830M), Capex to be $12B–$14B (cut from $20B–$23B) due to data center delays.CRWV shares fell after the company reduced its guidance, citing a delay at one of its third-party data center providers. Despite the adverse investor reaction, retail traders’ sentiment toward CoreWeave stock improved appreciably following the quarterly print.CoreWeave CEO Michael Intrator said, “Our performance reflects disciplined execution across every part of our business, from scaling infrastructu","listText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> plunged 16.31%Revenue: $1.37B vs. $1.28B expected (+7% beat)Adjusted EPS: −$0.22 vs. −$0.36 expected (+38.9% beat)Outlook: FY2025 Revenue expects $5.05B–$5.15B (down from $5.15B–$5.35B), Adjusted Operating Income to be $690M–$720M (down from $800M–$830M), Capex to be $12B–$14B (cut from $20B–$23B) due to data center delays.CRWV shares fell after the company reduced its guidance, citing a delay at one of its third-party data center providers. Despite the adverse investor reaction, retail traders’ sentiment toward CoreWeave stock improved appreciably following the quarterly print.CoreWeave CEO Michael Intrator said, “Our performance reflects disciplined execution across every part of our business, from scaling infrastructu","text":"1. $CoreWeave, Inc.(CRWV)$ plunged 16.31%Revenue: $1.37B vs. $1.28B expected (+7% beat)Adjusted EPS: −$0.22 vs. −$0.36 expected (+38.9% beat)Outlook: FY2025 Revenue expects $5.05B–$5.15B (down from $5.15B–$5.35B), Adjusted Operating Income to be $690M–$720M (down from $800M–$830M), Capex to be $12B–$14B (cut from $20B–$23B) due to data center delays.CRWV shares fell after the company reduced its guidance, citing a delay at one of its third-party data center providers. Despite the adverse investor reaction, retail traders’ sentiment toward CoreWeave stock improved appreciably following the quarterly print.CoreWeave CEO Michael Intrator said, “Our performance reflects disciplined execution across every part of our business, from scaling infrastructu","images":[{"img":"https://community-static.tradeup.com/news/3ada0b4f5022e6f219e167b7d5dfaa7b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":63,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/499319825507080","isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":496621627724128,"gmtCreate":1762265025933,"gmtModify":1762346004836,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Earnings Movers | Which Growth Stocks Will Jump 20%?","htmlText":"This week will be a busy one for growth stock earnings — perhaps the most thrilling week of the season!Every one of these names could bring massive volatility:$NVO, $MCD, $U, $QBTS, $VST, $DDOG, $WBD, $GOOS, $TRIP, $AMD, $SMCI, $ALAB, $UPST, $BYND, $ANET, $PINS, $HOOD, $IONQ, $APP, $AMC, $QCOM, $RAM, $SNAP, $ELF, $FIG, $DUOL, $TTD, $OPEN, $MP, $IREN, $SOUN, $DKNG, $ACHR, $ABNB, $AFRM, $SMR, $USARLet’s look at today’s top movers!1. <a href=\"https://ttm.financial/S/NVTS\">$Navitas Semiconductor Corp(NVTS)$</a> plunged 16.98%Revenue: $10.11M vs. $10.79M expected (-6.3% miss)Adjusted EPS: -$0.09 vs. -$0.05 expected ( -80% miss)Outlook: Q4 revenue guidance of $7.0 million (plus or minus $0.25 million), reflecting the company’s decision to deprioritize \"low power, lower profit China mobile &amp;","listText":"This week will be a busy one for growth stock earnings — perhaps the most thrilling week of the season!Every one of these names could bring massive volatility:$NVO, $MCD, $U, $QBTS, $VST, $DDOG, $WBD, $GOOS, $TRIP, $AMD, $SMCI, $ALAB, $UPST, $BYND, $ANET, $PINS, $HOOD, $IONQ, $APP, $AMC, $QCOM, $RAM, $SNAP, $ELF, $FIG, $DUOL, $TTD, $OPEN, $MP, $IREN, $SOUN, $DKNG, $ACHR, $ABNB, $AFRM, $SMR, $USARLet’s look at today’s top movers!1. <a href=\"https://ttm.financial/S/NVTS\">$Navitas Semiconductor Corp(NVTS)$</a> plunged 16.98%Revenue: $10.11M vs. $10.79M expected (-6.3% miss)Adjusted EPS: -$0.09 vs. -$0.05 expected ( -80% miss)Outlook: Q4 revenue guidance of $7.0 million (plus or minus $0.25 million), reflecting the company’s decision to deprioritize \"low power, lower profit China mobile &amp;","text":"This week will be a busy one for growth stock earnings — perhaps the most thrilling week of the season!Every one of these names could bring massive volatility:$NVO, $MCD, $U, $QBTS, $VST, $DDOG, $WBD, $GOOS, $TRIP, $AMD, $SMCI, $ALAB, $UPST, $BYND, $ANET, $PINS, $HOOD, $IONQ, $APP, $AMC, $QCOM, $RAM, $SNAP, $ELF, $FIG, $DUOL, $TTD, $OPEN, $MP, $IREN, $SOUN, $DKNG, $ACHR, $ABNB, $AFRM, $SMR, $USARLet’s look at today’s top movers!1. $Navitas Semiconductor Corp(NVTS)$ plunged 16.98%Revenue: $10.11M vs. $10.79M expected (-6.3% miss)Adjusted EPS: -$0.09 vs. -$0.05 expected ( -80% miss)Outlook: Q4 revenue guidance of $7.0 million (plus or minus $0.25 million), reflecting the company’s decision to deprioritize \"low power, lower profit China mobile &","images":[{"img":"https://community-static.tradeup.com/news/b5f40613132bd6b24e8afe649be8a1d8","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":287,"commentSize":3,"repostSize":23,"link":"https://ttm.financial/post/496621627724128","isVote":1,"tweetType":1,"viewCount":2850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"idStr":"4091884160412060","authorIdStr":"4091884160412060"},"content":"$Unity Software Inc.(U)$ reports better than expected results. Vector drove 15% growth for the Unity Ad Network. This is a promising start. The company has definitely stopped the bleeding. This stock is worth a look. Considering it for long term investment. Thanks @Tiger_Earnings","text":"$Unity Software Inc.(U)$ reports better than expected results. Vector drove 15% growth for the Unity Ad Network. This is a promising start. The company has definitely stopped the bleeding. This stock is worth a look. Considering it for long term investment. Thanks @Tiger_Earnings","html":"$Unity Software Inc.(U)$ reports better than expected results. Vector drove 15% growth for the Unity Ad Network. This is a promising start. The company has definitely stopped the bleeding. This stock is worth a look. Considering it for long term investment. Thanks @Tiger_Earnings"},{"author":{"id":"4206369572749952","authorId":"4206369572749952","name":"Myrttle","avatar":"https://community-static.tradeup.com/news/7ffd74e9a9a54fdf527ac463412460bc","crmLevel":11,"crmLevelSwitch":0,"idStr":"4206369572749952","authorIdStr":"4206369572749952"},"content":"$Uber(UBER)$ could have a big swing this week","text":"$Uber(UBER)$ could have a big swing this week","html":"$Uber(UBER)$ could have a big swing this week"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":496534430691648,"gmtCreate":1762246650586,"gmtModify":1762246667071,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Can SNAP Turn In A Positive EPS For Upcoming Earnings?","htmlText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a> is scheduled to report its Q3 2025 financial results on November 5, 2025, after the market closes. Consensus Estimates Market expectations suggest a slight increase in revenue and a significant move toward profitability compared to the year-ago quarter. Note: Analysts are divided, with other forecasts for EPS being a loss of ($0.11) per share. The stock has a recent history of beating consensus earnings estimates. Key Factors and Challenges Advertising Platform Issues: Snap has been dealing with residual impacts from an ad platform issue in the prior quarter that led to discounted ad campaigns and depressed returns for advertisers. Investors will watch for clear signs of stabilization and recovery in their advertising auction dyna","listText":"<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a> is scheduled to report its Q3 2025 financial results on November 5, 2025, after the market closes. Consensus Estimates Market expectations suggest a slight increase in revenue and a significant move toward profitability compared to the year-ago quarter. Note: Analysts are divided, with other forecasts for EPS being a loss of ($0.11) per share. The stock has a recent history of beating consensus earnings estimates. Key Factors and Challenges Advertising Platform Issues: Snap has been dealing with residual impacts from an ad platform issue in the prior quarter that led to discounted ad campaigns and depressed returns for advertisers. Investors will watch for clear signs of stabilization and recovery in their advertising auction dyna","text":"$Snap Inc(SNAP)$ is scheduled to report its Q3 2025 financial results on November 5, 2025, after the market closes. Consensus Estimates Market expectations suggest a slight increase in revenue and a significant move toward profitability compared to the year-ago quarter. Note: Analysts are divided, with other forecasts for EPS being a loss of ($0.11) per share. The stock has a recent history of beating consensus earnings estimates. Key Factors and Challenges Advertising Platform Issues: Snap has been dealing with residual impacts from an ad platform issue in the prior quarter that led to discounted ad campaigns and depressed returns for advertisers. Investors will watch for clear signs of stabilization and recovery in their advertising auction dyna","images":[{"img":"https://community-static.tradeup.com/news/98f19fb51655bfb05def50ec92190029","width":"1457","height":"552"},{"img":"https://community-static.tradeup.com/news/e49749dc85d4b4668c9d21f754a435e0","width":"441","height":"607"},{"img":"https://community-static.tradeup.com/news/1b1a69cf5ffe353b9f96f9f2b341839f","width":"1612","height":"719"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/496534430691648","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":497226674622792,"gmtCreate":1762412810008,"gmtModify":1762413431945,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"The Great Social Media Divide: A Tale of Two Earnings Reports (PINS & SNAP)","htmlText":"In the third quarter, two platform companies focused on visual social media and advertising— <a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> and <a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a> —both delivered results showcasing \"growth plus transformation.\" Yet their secondary market stock price performances diverged significantly. The two companies exhibit distinct differences in growth trajectories, operational structures, investor expectations, and market reactions.Pinterest's revenue grew year-over-year and its user base hit a new record, presenting an overall picture of \"steady progress and accelerated transformation.\" Meanwhile, while Snap also achieved growth and improved profitability metrics, investors remain cautious about the sustainability of its","listText":"In the third quarter, two platform companies focused on visual social media and advertising— <a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> and <a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a> —both delivered results showcasing \"growth plus transformation.\" Yet their secondary market stock price performances diverged significantly. The two companies exhibit distinct differences in growth trajectories, operational structures, investor expectations, and market reactions.Pinterest's revenue grew year-over-year and its user base hit a new record, presenting an overall picture of \"steady progress and accelerated transformation.\" Meanwhile, while Snap also achieved growth and improved profitability metrics, investors remain cautious about the sustainability of its","text":"In the third quarter, two platform companies focused on visual social media and advertising— $Pinterest, Inc.(PINS)$ and $Snap Inc(SNAP)$ —both delivered results showcasing \"growth plus transformation.\" Yet their secondary market stock price performances diverged significantly. The two companies exhibit distinct differences in growth trajectories, operational structures, investor expectations, and market reactions.Pinterest's revenue grew year-over-year and its user base hit a new record, presenting an overall picture of \"steady progress and accelerated transformation.\" Meanwhile, while Snap also achieved growth and improved profitability metrics, investors remain cautious about the sustainability of its","images":[{"img":"https://static.tigerbbs.com/5d7c96c643537d0ff12bbcf2936cb0e4"},{"img":"https://static.tigerbbs.com/c92ce422d8f43ed33a44f048c1c1d860"},{"img":"https://static.tigerbbs.com/3d83dc0ea112942f572c68b102ebda48"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":18,"commentSize":3,"repostSize":6,"link":"https://ttm.financial/post/497226674622792","isVote":1,"tweetType":1,"viewCount":10861,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"When Pinterest had ipo in 2019, the market cap was $12B and company wasn't profitable. Now, Pinterest is bigger, better, and profitable, yet market cap is only $17B.","text":"When Pinterest had ipo in 2019, the market cap was $12B and company wasn't profitable. Now, Pinterest is bigger, better, and profitable, yet market cap is only $17B.","html":"When Pinterest had ipo in 2019, the market cap was $12B and company wasn't profitable. Now, Pinterest is bigger, better, and profitable, yet market cap is only $17B."},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"SNAP went to 40 last time it gained traction ! Then 70. This time there’s no looking back ! Hold","text":"SNAP went to 40 last time it gained traction ! Then 70. This time there’s no looking back ! Hold","html":"SNAP went to 40 last time it gained traction ! Then 70. This time there’s no looking back ! Hold"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":497087882863376,"gmtCreate":1762381770051,"gmtModify":1762414303491,"author":{"id":"4177263596677932","authorId":"4177263596677932","name":"Bullaroo","avatar":"https://community-static.tradeup.com/news/d07d07325e506814e24316743b80e468","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177263596677932","authorIdStr":"4177263596677932"},"themes":[],"title":"Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility","htmlText":"Figma Inc. <a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$</a> , the collaborative design software powerhouse, delivered its Q3 2025 earnings report on November 5, 2025, showcasing resilient growth in a competitive market. The results, which highlighted the impact of AI integrations on customer acquisition and retention, come on the heels of a challenging Q2 where the stock faced significant pressure following its July 2025 IPO. As of after-hours trading on November 5, shares climbed 6.7% to $47, signalling investor approval of the beat-and-raise quarter. In this analysis, we'll break down the key metrics, compare them to Q2, examine the stock's trajectory, and provide an independent assessment of Figma's trajectory. Q3 2025 Highlights: Beating Expectations with AI Momentum Figma report","listText":"Figma Inc. <a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$</a> , the collaborative design software powerhouse, delivered its Q3 2025 earnings report on November 5, 2025, showcasing resilient growth in a competitive market. The results, which highlighted the impact of AI integrations on customer acquisition and retention, come on the heels of a challenging Q2 where the stock faced significant pressure following its July 2025 IPO. As of after-hours trading on November 5, shares climbed 6.7% to $47, signalling investor approval of the beat-and-raise quarter. In this analysis, we'll break down the key metrics, compare them to Q2, examine the stock's trajectory, and provide an independent assessment of Figma's trajectory. Q3 2025 Highlights: Beating Expectations with AI Momentum Figma report","text":"Figma Inc. $Figma(FIG)$ , the collaborative design software powerhouse, delivered its Q3 2025 earnings report on November 5, 2025, showcasing resilient growth in a competitive market. The results, which highlighted the impact of AI integrations on customer acquisition and retention, come on the heels of a challenging Q2 where the stock faced significant pressure following its July 2025 IPO. As of after-hours trading on November 5, shares climbed 6.7% to $47, signalling investor approval of the beat-and-raise quarter. In this analysis, we'll break down the key metrics, compare them to Q2, examine the stock's trajectory, and provide an independent assessment of Figma's trajectory. Q3 2025 Highlights: Beating Expectations with AI Momentum Figma report","images":[{"img":"https://community-static.tradeup.com/news/3a552df905e78f8033defb009255928f","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/c4ced19b7b5a50641f351a6c910d3a90","width":"1750","height":"1134"},{"img":"https://community-static.tradeup.com/news/f6d149db973ec8c1dee083b1059f8937","width":"1802","height":"636"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/497087882863376","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011036","authorId":"10000000000011036","name":"Ron Anne","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011036","authorIdStr":"10000000000011036"},"content":"AI boosts Figma's growth. NDR increase is solid proof.","text":"AI boosts Figma's growth. NDR increase is solid proof.","html":"AI boosts Figma's growth. NDR increase is solid proof."},{"author":{"id":"10000000000011035","authorId":"10000000000011035","name":"Wade Shaw","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011035","authorIdStr":"10000000000011035"},"content":"Q3's margin jump is impressive, shows good cost control.","text":"Q3's margin jump is impressive, shows good cost control.","html":"Q3's margin jump is impressive, shows good cost control."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":497093737459808,"gmtCreate":1762383296463,"gmtModify":1762414296569,"author":{"id":"4177263596677932","authorId":"4177263596677932","name":"Bullaroo","avatar":"https://community-static.tradeup.com/news/d07d07325e506814e24316743b80e468","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177263596677932","authorIdStr":"4177263596677932"},"themes":[],"title":"Supplemental Analysis: Figma (FIG) Stock Short-Term Volatility Outlook","htmlText":"This article serves as a supplemental analysis to the previous piece, \"Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility,\" focusing specifically on the potential short-term fluctuations in FIG's stock price due to upcoming lock-up expirations and market dynamics. While Figma's Q3 earnings report was positive, the impending lock-up period expirations could indeed trigger significant stock price volatility over the next few weeks to a month, particularly in the current market environment, where insider and early investor selling pressure should not be underestimated. Below, I'll combine the latest data and analysis to share my independent judgment. Lock-Up Period Details and Potential Impact Based on reliable sources, Figma's IPO lock-up period is primarily 180 days, startin","listText":"This article serves as a supplemental analysis to the previous piece, \"Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility,\" focusing specifically on the potential short-term fluctuations in FIG's stock price due to upcoming lock-up expirations and market dynamics. While Figma's Q3 earnings report was positive, the impending lock-up period expirations could indeed trigger significant stock price volatility over the next few weeks to a month, particularly in the current market environment, where insider and early investor selling pressure should not be underestimated. Below, I'll combine the latest data and analysis to share my independent judgment. Lock-Up Period Details and Potential Impact Based on reliable sources, Figma's IPO lock-up period is primarily 180 days, startin","text":"This article serves as a supplemental analysis to the previous piece, \"Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility,\" focusing specifically on the potential short-term fluctuations in FIG's stock price due to upcoming lock-up expirations and market dynamics. While Figma's Q3 earnings report was positive, the impending lock-up period expirations could indeed trigger significant stock price volatility over the next few weeks to a month, particularly in the current market environment, where insider and early investor selling pressure should not be underestimated. Below, I'll combine the latest data and analysis to share my independent judgment. Lock-Up Period Details and Potential Impact Based on reliable sources, Figma's IPO lock-up period is primarily 180 days, startin","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/497093737459808","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011036","authorId":"10000000000011036","name":"Ron Anne","avatar":"https://static.tigerbbs.com/4c655efe5349cbc91ca0e030f83cb4da","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011036","authorIdStr":"10000000000011036"},"content":"FIG’s Nov 7 partial lock-up? Sell-the-news risk is real, watch $40!","text":"FIG’s Nov 7 partial lock-up? Sell-the-news risk is real, watch $40!","html":"FIG’s Nov 7 partial lock-up? Sell-the-news risk is real, watch $40!"},{"author":{"id":"10000000000011035","authorId":"10000000000011035","name":"Wade Shaw","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011035","authorIdStr":"10000000000011035"},"content":"15x P/S + AI momentum? Dip’s a buying chance, no brainer!","text":"15x P/S + AI momentum? Dip’s a buying chance, no brainer!","html":"15x P/S + AI momentum? Dip’s a buying chance, no brainer!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496461545141176,"gmtCreate":1762228949920,"gmtModify":1762228958223,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Earnings Fireworks: UPST, DUOL, or SNAP – Who's Set to Explode 20% Higher? 💥","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Earnings season is heating up, and these growth dynamos are in the spotlight! 🚀 With market volatility spiking, investors are eyeing Upstart (UPST), Duolingo ( <a href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$</a> ), and Snap (SNAP) for potential massive gains. We're diving deep into their Q3 setups, crunching numbers on revenue blasts, EPS surprises, and analyst vibes to spot the winner poised for a 20% surge. Let's break it down step by step, folks! 📈 First up: Upstart Holdings ( <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> ) – the AI lending wizard shaking up credit decisions. 😎 This one's all about economic recovery vibes. A","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> Earnings season is heating up, and these growth dynamos are in the spotlight! 🚀 With market volatility spiking, investors are eyeing Upstart (UPST), Duolingo ( <a href=\"https://ttm.financial/S/DUOL\">$Duolingo, Inc.(DUOL)$</a> ), and Snap (SNAP) for potential massive gains. We're diving deep into their Q3 setups, crunching numbers on revenue blasts, EPS surprises, and analyst vibes to spot the winner poised for a 20% surge. Let's break it down step by step, folks! 📈 First up: Upstart Holdings ( <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> ) – the AI lending wizard shaking up credit decisions. 😎 This one's all about economic recovery vibes. A","text":"$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Earnings season is heating up, and these growth dynamos are in the spotlight! 🚀 With market volatility spiking, investors are eyeing Upstart (UPST), Duolingo ( $Duolingo, Inc.(DUOL)$ ), and Snap (SNAP) for potential massive gains. We're diving deep into their Q3 setups, crunching numbers on revenue blasts, EPS surprises, and analyst vibes to spot the winner poised for a 20% surge. Let's break it down step by step, folks! 📈 First up: Upstart Holdings ( $Upstart Holdings, Inc.(UPST)$ ) – the AI lending wizard shaking up credit decisions. 😎 This one's all about economic recovery vibes. A","images":[{"img":"https://community-static.tradeup.com/news/04194ef49bb6b9e412c6eb430708314f","width":"1500","height":"1000"},{"img":"https://community-static.tradeup.com/news/c02b7be2c4c0253a26a6d161835bfafc","width":"1600","height":"900"},{"img":"https://community-static.tradeup.com/news/d4e7e7de53b46e88ec03aaf2b02f4c36","width":"1000","height":"563"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496461545141176","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":496035509306056,"gmtCreate":1762133087689,"gmtModify":1762133101499,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185413129326452","authorIdStr":"4185413129326452"},"themes":[],"title":"Volatility Returns! Reddit Soars, Cloudflare Climbs, While Roblox and Carvana Sink","htmlText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$</a> The fourth-quarter earnings season is heating up, and with it, the market’s appetite for volatility has returned in full force. From Reddit’s breakout to Cloudflare’s blowout, and from Roblox’s miss to Carvana’s collapse, this week encapsulates the tug-of-war between growth optimism and valuation realism. Once again, the market is drawing sharp lines between companies with profitable momentum and those still living on the promise of future growth. We are witnessing one of the most dynamic trading weeks of the quarter. Mega-cap tech remains a stabilizing anchor, but the middle-tier growth stocks — those still fighting to prove profitability — are swinging wildly. Some are rewarded for operational execution; others are pun","listText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$</a> The fourth-quarter earnings season is heating up, and with it, the market’s appetite for volatility has returned in full force. From Reddit’s breakout to Cloudflare’s blowout, and from Roblox’s miss to Carvana’s collapse, this week encapsulates the tug-of-war between growth optimism and valuation realism. Once again, the market is drawing sharp lines between companies with profitable momentum and those still living on the promise of future growth. We are witnessing one of the most dynamic trading weeks of the quarter. Mega-cap tech remains a stabilizing anchor, but the middle-tier growth stocks — those still fighting to prove profitability — are swinging wildly. Some are rewarded for operational execution; others are pun","text":"$Roblox Corporation(RBLX)$ The fourth-quarter earnings season is heating up, and with it, the market’s appetite for volatility has returned in full force. From Reddit’s breakout to Cloudflare’s blowout, and from Roblox’s miss to Carvana’s collapse, this week encapsulates the tug-of-war between growth optimism and valuation realism. Once again, the market is drawing sharp lines between companies with profitable momentum and those still living on the promise of future growth. We are witnessing one of the most dynamic trading weeks of the quarter. Mega-cap tech remains a stabilizing anchor, but the middle-tier growth stocks — those still fighting to prove profitability — are swinging wildly. Some are rewarded for operational execution; others are pun","images":[{"img":"https://community-static.tradeup.com/news/e49a2ce994385a3158dafb6d9fdba6bb","width":"1257","height":"458"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/496035509306056","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492565957193816,"gmtCreate":1761277919361,"gmtModify":1761312407835,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Trade Visa Earnings For Its Continued Growth In Electronic Payments","htmlText":"<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> is scheduled to report its fiscal fourth quarter (ending September 30, 2025) earnings around Tuesday, October 28, 2025, after market close. Analyst Consensus Estimates Current consensus forecasts indicate continued steady growth, driven by resilient consumer spending and the strength of its cross-border business. Summary of Fiscal Q3 2025 Earnings Visa delivered a strong fiscal third quarter for 2025 (period ended June 30, 2025), surpassing analyst expectations on both the top and bottom lines, driven by continued growth in key business drivers: Revenue Growth: Net revenue increased by 14% year-over-year to $10.2 billion, beating consensus estimates. Earnings Per Share (EPS): Non-GAAP adjusted diluted EPS was $2.98, representing a strong 23","listText":"<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> is scheduled to report its fiscal fourth quarter (ending September 30, 2025) earnings around Tuesday, October 28, 2025, after market close. Analyst Consensus Estimates Current consensus forecasts indicate continued steady growth, driven by resilient consumer spending and the strength of its cross-border business. Summary of Fiscal Q3 2025 Earnings Visa delivered a strong fiscal third quarter for 2025 (period ended June 30, 2025), surpassing analyst expectations on both the top and bottom lines, driven by continued growth in key business drivers: Revenue Growth: Net revenue increased by 14% year-over-year to $10.2 billion, beating consensus estimates. Earnings Per Share (EPS): Non-GAAP adjusted diluted EPS was $2.98, representing a strong 23","text":"$Visa(V)$ is scheduled to report its fiscal fourth quarter (ending September 30, 2025) earnings around Tuesday, October 28, 2025, after market close. Analyst Consensus Estimates Current consensus forecasts indicate continued steady growth, driven by resilient consumer spending and the strength of its cross-border business. Summary of Fiscal Q3 2025 Earnings Visa delivered a strong fiscal third quarter for 2025 (period ended June 30, 2025), surpassing analyst expectations on both the top and bottom lines, driven by continued growth in key business drivers: Revenue Growth: Net revenue increased by 14% year-over-year to $10.2 billion, beating consensus estimates. Earnings Per Share (EPS): Non-GAAP adjusted diluted EPS was $2.98, representing a strong 23","images":[{"img":"https://community-static.tradeup.com/news/b8d066feda834e5d4f9262f2492b6259","width":"962","height":"307"},{"img":"https://community-static.tradeup.com/news/9efa0402daeb7d110568666bd73008f6","width":"445","height":"609"},{"img":"https://community-static.tradeup.com/news/d0967332c7052c3fbd18886d49d3fe5b","width":"1617","height":"717"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":225,"commentSize":6,"repostSize":17,"link":"https://ttm.financial/post/492565957193816","isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274799416327","authorIdStr":"3479274799416327"},"content":"Exciting prospects for Visa! [Wow]","text":"Exciting prospects for Visa! [Wow]","html":"Exciting prospects for Visa! [Wow]"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"All these positives are making it sit idle. Need that market cap back to 700","text":"All these positives are making it sit idle. Need that market cap back to 700","html":"All these positives are making it sit idle. Need that market cap back to 700"}],"imageCount":4,"langContent":"EN","totalScore":0}]}