To The Moon

$英伟达(NVDA)$ NVIDIA recently disclosed its latest quarterly operating data and Q1 2026 earnings guidance. From core financial metrics to its AI ecosystem layout, the company has demonstrated remarkable resilience. As the undisputed leader in the global AI chip sector, NVIDIA achieved double growth in revenue and profit while maintaining high-level profitability. Combined with multiple industry tailwinds, its long-term growth trajectory has become increasingly clear. I. Performance Review: Record Growth Meets "Textbook" Cost Management NVIDIA's operating performance this quarter remained stellar, with profitability holding at an unshakeable, top-tier industry level. Aggressive Top-Line Momentum: Total revenue reached $68.127 billion, a staggering 73

$Dell Technologies Inc.(DELL)$ Dell Technologies (stock code: DELL) will release its financial results for the fourth quarter of fiscal year 2026 (Q4 FY26) and the full fiscal year after the U.S. stock market closes today (February 26, 2026). Dell Technologies (DELL) is at a pivotal crossroads, evolving from a traditional PC giant into a core titan of AI infrastructure. As the company prepares to report its Q4 and full-year Fiscal 2026 results tonight, all eyes are on whether its massive AI backlog is finally translating into bottom-line profits. While the stock has seen a period of valuation consolidation recently (down ~5% YTD), its underlying fundamentals suggest a compelling "Growth at a Reasonable Price" (GARP) story. I. Q3 Retrospective: The

$超微电脑(SMCI)$ Super Micro Computer (SMCI) is scheduled to report its FY2026 Q2 earnings after market close on February 3. The stock has been on quite a roller coaster over the past year—down more than 40% since the second half of last year, making this earnings report particularly important. Market Expectations Expected revenue of approximately $10.3 billion Adjusted EPS around $0.49, with GAAP EPS near $0.39 Nearly 100% quarter-over-quarter revenue growth and about 80% year-over-year growth At first glance, the growth numbers look very strong. However, it’s worth noting that during the previous quarter, some large customers—especially hyperscale cloud providers—delayed revenue recognition due to late-stage design changes. Roughly $3 billion in rev

Bank of America’s latest research report reiterates Alphabet ( $谷歌A(GOOGL)$ / $谷歌(GOOG)$ ) “Buy” rating with a target price of $370. The current share price is around $338, leaving nearly 10% upside potential! The core logic revolves around “AI empowerment + earnings beat expectations”. Key highlights and investment insights are organized below for sharing～ Core Bullish Reasons Q4 Earnings Are Solid! Likely to Beat Market Expectations Projected revenue of $95.9 billion and EPS of $2.65, both slightly above market consensus. Strong ad growth for Search (15% YoY) and YouTube (15% YoY), plus cloud business maintaining 35% robust growth. Coupled with favorable exchange rates, profitability remains strong. AI

$Apple(AAPL)$ After previously sharing my investment philosophy, I have recently revisited and systematically reviewed Apple’s fundamentals and latest developments. Without emotional judgment or attempts to predict short-term stock price movements, this article explains why I continue to hold this company for the long term amid current market fluctuations, based solely on publicly available facts and logical reasoning. 1. Core Fundamentals: Apple Is Not a “Phone Company” but a Dual-Engine Business Model From a business structure perspective, Apple is no longer synonymous solely with the iPhone. It has evolved into a mature commercial system driven by both hardware and services. According to the company’s financial reports from recent fiscal years,

Since my student days, I’ve been using and buying $Apple(AAPL)$ products. Over the years, I’ve gradually built up my position—I rarely sell, and when I do, I only sell the minimum necessary. Although I’m still in graduate school and haven’t been investing for very long, my philosophy is clear: grow alongside quality companies and remain a committed long-term holder.That said, I am aware of the uncertainties in the current economic environment and the potential challenges the overall market may face. In this information-saturated space, I’ve also noticed that many discussions seem more focused on influencing others’ actions rather than providing rational analysis. To me, thinking independently and staying calm is more important than following the n

$NVIDIA Corp(NVDA)$ NVDA is just raking in the cash non stop 24/7You like that bears? Get used to it

$Tesla Motors(TSLA)$ Why are analysts' expectations always so high for Tesla the company?? IF they wud have had lower expectations each time, Tesla wud have beat earnings expectations and mkt cap wud have gone up $250B after each earnings call.

$Alibaba(BABA)$ ARE YOU ALL BLIND! READ BELOW!!!Revenue met expectations, coming in at 224.79 billion yuan, up 9% year over year.“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.” He added Alibaba was looking to prove to investors it can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”63 BILLION IN CASH!!!!!!!!! REVENUE GROWTH OF 9% !!!!!!!KEEP MAKING MONEY BABA! KEEP GROWING!!!AFTER ALL METRICS AND BS TALK, MAKING MONEY IS WHAT COUNTS! ONLY MAKING MONEY:)