To The Moon

A number of the companies in the “Magnificent 7” have been top contributors to year-over-year earnings growth for the S&P 500 in recent quarters. Are companies in the “Magnificent 7” still expected to drive earnings higher for the S&P 500 for the first quarter?Overall, the blended earnings growth rate for the S&P 500 for Q1 2025 is 7.2%.In aggregate, the “Magnificent 7” companies are expected to report year-over-year earnings growth of 14.8% for the first quarter. Excluding these seven companies, the blended (combines actual and estimated results) earnings growth rate for the remaining 493 companies in the S&P 500 would be 5.1% for Q1 2025.01-sp500-earnings-growth-yoy-magnificient-7-vs-other-493 $NVIDIA(NVDA)$ and

An extreme volatility within 18 hours created the third-largest single-day gain since WW II. NDX and SPX rebounded by 12% and 9.52% respectively, recovering lost since April 3.However, Magnificent Seven performed even stronger. $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$

Compare the valuation and market capitalization of Chinese and U.S. giants after the April 2025 pullback, covering the technology (NVIDIA/Apple vs. Xiaomi/Tencent), consumer (Nike/Moutai), energy (ExxonMobil/PetroChina), and pharmaceuticals (Johnson & Johnson/Henrrui) tracks.U.S. technology giants market capitalization is absolutely leading (NVIDIA 238.2 billion vs. millet 5.3 billion), but China's consumer brands valuation counterparts (Maotai PE 22.5 > Nike 13.2).The U.S. and China's industrial game presents a dual-track pattern of "technological fault + consumer divide".U.S. stock pullback rips open the true picture of global industrial discourse:Technology generation gap solidification: Nvidia (PE 86.8) and Apple (PE 31.2) with AI chips and ecological monopoly, market capitaliza

After this market bloodbath, let's take a look at how the forward PE ratios of the Mag 7 are performing.Two companies from the Mag 7, $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ , have reached historic low PEs.Google’s PE has dropped below 20, while Amazon stands at 27.07.$NVIDIA(NVDA)$ is only 13% away from its historical lowest PE, and if it falls to $83, its stock price will reach the lowest forward PE in the past 10 years.$Microsoft(MSFT)$ , $Meta Platforms, Inc.(META)$ , and $Apple(AAPL)$ are still far from their historical lows, but M

On Tuesday, in the U.S. stock market, copper-related $Copper - main 2505(HGmain)$ concept stocks rose by 3.1% on a weighted basis according to the industry, leading the U.S. stock market. Looking at the past 20 trading days, it is also the leading industry.The reasons for the rise in copper prices in 2025 mainly include the following aspects:Tight Global Copper Supply: The production guidance of global copper mining companies in 2025 is expected to decrease, and the phenomenon of losses at smelters is intensifying, which may further exacerbate the tight supply and demand situation in the market. The increase in global copper concentrate has been revised down to only 334,000 metal tons, a significant decrease from initial expectations.Macroecon

At the $Tesla Motors(TSLA)$ All-Hands 2025 quarterly meeting, Elon Musk concluded with an insightful reflection: "You wouldn’t want to watch a show where everything goes smoothly, that would be too boring. People prefer stories with ups and downs, where you can never predict what’s going to happen next. That doesn’t mean the ending is always good, what we need to do is keep the ratings high and avoid having the show cancelled." During the meeting, Elon appeared relaxed, clear-headed, confident, and resilient. He answered 14 questions from employees, addressing a wide range of topics:On Production and Giga Casting: Tesla aims to further automate its production lines, with the goal of making vehicle production as fast as 5 seconds per car, and is ex

Recently, many companies have been releasing their Q4 2024 financial reports. Have the @WallStreet_Tiger community noticed any companies with astonishing financial results? Today, Wallstreet_Tiger has selected 5 stocks with significant gains to introduce to our fellow investors. These companies are spread across various industries:Biotechnology: $PepGen Inc.(PEPG)$ Biopharmaceuticals: $Bridge Investment Group Holdings Inc.(BRDG)$ Educational Services and Technical Skills Training: $Lincoln Educational(LINC)$ Apparel and Accessories: $Canada Goose(GOOS)$ Healthcare: <

Recently, many companies have been releasing their Q4 2024 financial results. Little tigers🐯, have you discovered any companies with astonishing financial performance? Wallstreet_Tiger has selected five stocks with significant gains and strong financial results to introduce to you. These companies are spread across various industries:Nutrition and Health Industry: $Herbalife(HLF)$ Medical Technology Industry: $Pediatrix Medical(MD)$Digital Infrastructure Industry: $DigitalBridge Group, Inc.(DBRG)$Toy Industry: $Hastings Rare Metals Ltd(HAS.AU)$ Firearm Manufacturing: $Sturm Ruger(RGR)

Sam Altman comments on DeepSeek: the next gen models coming.

Check how wallstreet analysts expect for $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ earnings:1. TD Cowen analyst John Blackledge expects $Meta Platforms, Inc.(META)$ generative AI ad tools to “drive revenue growth.” He said: “Meta’s ad suite now features GenAI tools for text and image creation, ad optimization within Advantage+ Creative, and an expanded biz messaging offering. Last quarter: META reported slower-than-expected user growth and warned of a 2025 jump in AI spending.This quarter: The tech giant is expected to report earnings growth of more than 25% year on year, according to LSEG.What history shows: Meta tends to outperform earnings expectation