To The Moon

Abstract：At AMD’s first Analyst Day in three years held on November 11th $Advanced Micro Devices(AMD)$ , the company sent a major signal: the data center chip market will reach $1 trillion by 2030, with the firm targeting a revenue compound annual growth rate (CAGR) of over 35% and earnings per share (EPS) of $20 over the next 3-5 years.AI_DigAMD’s Financial Analyst Day in New York on November 11th was more than just its first appearance in three years—it was like a declaration of war against industry leader Nvidia $NVIDIA(NVDA)$ . During the event, CEO Lisa Su shared optimistic expectations for the artificial intelligence (AI) market and announced AMD’s financial goals for the next three to five years. Sh

HUA HONG SEMI (01347) experienced a significant drop in its stock price, plummeting 5.06% during Tuesday's trading session. This sharp decline came despite a substantial target price increase from...

$Teradata(TDC)$ delivered earnings that exceeded expectations, significantly improved cash flow, and presented a monetizable roadmap for "Agentic AI" during its Q3 2025 earnings report and conference call— These signals swiftly transformed market concerns (revenue decline, cloud linearity) into a dual catalyst of "execution recovery + long-term growth narrative," triggering a rapid stock price surge.This sharp rally stems from the combined effect of four key drivers: earnings beat (EPS/FCF), upward guidance revisions, the monetizable AI narrative, and share buybacks/execution continuity. In the short term, the market has combined the downgrade of execution risks with future growth expectations, thereby driving valuation increases.Key Financial High

My stock in focus today is Amazon $Amazon.com(AMZN)$ after its impressive earnings beat, powered by a strong rebound in Amazon Web Services (AWS). Cloud revenue surged 20% year-over-year, well above expectations, showing renewed enterprise demand for AI and infrastructure capacity. CEO Andy Jassy’s remarks about AWS growth returning to 2022 levels signal that Amazon is regaining momentum where it matters most. Despite being the weakest “Magnificent 7” stock this year, Amazon’s fundamentals remain strong. Advertising sales rose 24%, reflecting growth in higher-margin segments, while recent cost cuts and layoffs show tighter operational discipline. Looking ahead, Amazon’s Q4 sales outlook of $206–213 billion exceeds consensus, showing confidence a

My stock in focus today is Amazon $Amazon.com(AMZN)$ after its impressive earnings beat, powered by a strong rebound in Amazon Web Services (AWS). Cloud revenue surged 20% year-over-year, well above expectations, showing renewed enterprise demand for AI and infrastructure capacity. CEO Andy Jassy’s remarks about AWS growth returning to 2022 levels signal that Amazon is regaining momentum where it matters most. Despite being the weakest “Magnificent 7” stock this year, Amazon’s fundamentals remain strong. Advertising sales rose 24%, reflecting growth in higher-margin segments, while recent cost cuts and layoffs show tighter operational discipline. Looking ahead, Amazon’s Q4 sales outlook of $206–213 billion exceeds consensus, showing confidence a