Xiaomi's financial report is just around the corner, and its strategy is bearish on fluctuations
$Xiaomi Group-W (01810) $The third quarterly report for 2025 will be announced on November 18, 2025. Overall, the performance may be slightly lower than the bank's expectations, mainly due to lower-than-expected smartphone gross profit margins and Internet of Things (IoT) revenue, while the Internet business and electric vehicle business are generally in line with expectations.Q3 consensus expects operating income to be 107.3 billion to 122.00 billion yuan, a year-on-year increase of 16.0% to 31.9%; It is forecast that the net profit of Q3 is unanimously expected to be 8.468 ~ 10.941 billion yuan, a year-on-year increase of 58.2% ~ 104.4%; Forecast Q3 consensus expects adjusted net profit to be 9.510 to 10.702 billion yuan, a year-on-year increase o
$BABA-W(09988)$ not a good time to add, i expect a 10% drop in the next 1 month. However i am not selling due to the fact that BABA is a long term play for the next 5 to 7 years.
$Pacific Biosciences of California(PACB)$ ark investment has increased in holding. Cathie has been it supportor since I know in y2020., So am I. But I have exited those bought in covid in end y2023.renter this year n still holding.
When Does a Tech Company Stop Being “Just Tech”? Answer: When Warren Buffett finally buys it. Berkshire Hathaway quietly revealed a new USD 4.3 billion stake in Alphabet, now one of its top 10 holdings. On paper, this looks like a simple portfolio move. In reality, it’s much more meaningful. This investment is: a public admission of one of Buffett’s biggest long-standing mistakes, a window into Berkshire’s future after Buffett, and a sign that the definition of “value” in modern markets has fundamentally changed. Let’s unpack this. --- 1. A 20-Year Apology Letter — Delivered Through a 13F Filing For two decades, Buffett and the late Charlie Munger openly regretted missing Google. They were early users of Google’s ad engine. They saw its power. They knew the economics. But Buffett refused t
$AMZN 20260417 215.0 PUT$ 🚨 Is the AI Bubble Already Here? Amazon Might Have Just Confirmed It. 🚨 👉 Amazon just did something it hasn’t done in three years — it went to the bond market to borrow money. They’re issuing debt in up to six parts, including a 40-year bond, to raise cash for “general corporate purposes.” That sounds normal… until you look at the bigger picture. Here’s why this matters: • Big tech companies are spending massively on AI. • Data centers, chips, and infrastructure cost billions. • But the ROI is still unclear. • Cash levels are going down. • So companies are now borrowing to stay ahead in the AI race. 🚂 This is how bubbles form: Everyone spends because everyone else is spending — not because the r
$XP Inc.(XP)$$Nu Holdings Ltd.(NU)$$Itau Unibanco Holding SA(ITUB)$ 🤝📊🇧🇷 XP Ignites Brazil’s Fintech Flywheel: Record Profit, Inflow Surge, And Wholesale Momentum 🇧🇷📊🤝 🎯 Executive Summary I’m extremely confident this quarter confirms XP’s renewed momentum and marks a structural inflection, positioning it as Brazil’s premier digital investment platform outpacing legacy banks such as $ITUB and $BBDC in a high Selic environment. Q3 delivered record net income of R$1.33 billion, up 12% YoY and 1% sequentially, supported by R$4.66 billion in net revenue, up 8% YoY and 5% QoQ. Total client assets reached R$1.425 trillion, rising 12% YoY and 4% QoQ. The catalyst was the e
#MyOptionInvestmentJourney Hi everyone! I am back again this week (Nov 17) with an update on my option investing journey. For new reader, may refer to my recap section on the context. Now for my update... 💰 Progress So Far: I have 2,050 USD is my account as of 01-Oct-2025. I can sell 2 units of Protected Put option, so I am going to sell 1 unit every alternate week. This week, I have sold a Protected Put option that expired next week (20251128). I have collected another 2.25 USD in premium this week — bringing my total Net Income since 12th August 2025 to 44.00 USD, which is approximately 2.15% p.a. to date on my capital (currently 2,050 USD). $TSLL 20251128 11.0 PUT$ This means I have 2 Options that expired in two diffe
Storage Industry Outlook for 2025-2026: HBM Dominates The Era
$Bank of America(BAC)$ The latest Global Storage Technology Report indicates that starting in the second half of 2025, the storage industry will formally exit its previous adjustment cycle and enter a recovery phase characterized by structural differentiation. The NAND market will be the first to enter a mid-to-upward cycle, while DRAM will see robust growth driven by high-bandwidth memory (HBM), though average selling price (ASP) increases will be limited. Meanwhile, small-cap Korean semiconductor equipment and materials stocks face multiple growth pressures. Currently, the industry's core growth momentum has shifted from traditional storage to HBM. Coupled with the sustained recovery of downstream demand for servers, solid-state drives (SSDs), an
CRCL breaks support, low-rate pressure weighs, 70-82 base for breakout.
$Circle Internet Corp.(CRCL)$ breaks below support: Low interest rate expectations weigh heavily on the market; it seeks a bottom in the 70-82 range and awaits a breakout.Circle Internet Corp. closed at $76.59 (-6.47%), down $5.30 from previous session at $81.89, trading within a volatile 8.30% daily range from $75.10-$81.90.Core Market Drivers: Q3 earnings beat expectations with $740M total revenue (+202% net profit growth), but investor concerns over declining interest rate environment dampening future profitability from reserve bond holdings weighed heavily on sentiment; Bitcoin's retreat below $91,500 added sector-wide pressure.Technical Indicator Analysis: Volume surged to 23.75M shares (0.81x ratio), indicating heightened selling interest bu
CoreWeave Earnings Miss Triggers -2.62% Drop: Check in $72-78 Range
$CoreWeave, Inc.(CRWV)$ Earnings Miss Triggers -2.62% Drop: AI Infrastructure Reality Check in 72-78 Range》Latest Close (EST): CRWV closed at $75.33 (-2.62%), down $2.03 from previous close of $77.36. The stock remains 59.7% below its 52-week high of $187.00, signaling extended weakness from peak levels.Core Driving Factors: Q3 earnings delivered mixed signals - revenue of $1.36B beat expectations, but management's guidance cut due to data center construction delays spooked investors. Market concerns center on partner Core Scientific's delivery issues and broader questions about AI infrastructure buildout pace versus demand sustainability.Technical Analysis: Volume of 29.18M shares exceeded normal levels but failed to support price action, indicat
$Novo-Nordisk A/S(NVO)$ closed at $48.46 (+0.41%), up from Friday's close of $48.26. The stock remains approximately 57% below its 52-week high of $112.52, indicating significant distance from previous peaks.Core Market Drivers: Novo Nordisk announced a strategic price reduction for Wegovy and Ozempic to $349/month (30% discount), matching Lilly's Zepbound pricing to combat generic competition. The company targets launching oral weight-loss pills in the US by early 2026, while Q3 earnings showed 5% revenue growth but 27% profit decline amid intensifying market competition.Technical Analysis: Trading volume at 13.52 million shares with volume ratio of 0.69 suggests below-average activity and weak momentum. The stock faces resistance around $54.25 wi
Trip.com Explodes 60%! Ctrip’s Global Gamble Pays Off (But Profits Bleed?)
$Trip.com Group Limited(TCOM)$ released its unaudited financial results for the third quarter of fiscal year 2025, ending September 30, 2025, in the U.S. after-hours trading session on November 18.Overall, Ctrip delivered solid performance this quarter, with both revenue and profit slightly exceeding market expectations. The group's total net revenue grew 15.4% year-over-year (slightly decelerating quarter-over-quarter), reflecting stable domestic travel demand. Meanwhile, the sustained robust recovery of overseas operations and outbound travel served as key drivers. However, the financial report also hints at structural concerns, including narrowing gross margins and expanding expense investments, causing profit growth to continue underperforming