Shyon
08-07
I’m ready to ride the earnings wave this week, and I’m placing my bets on $Duolingo, Inc.(DUOL)$ $Vistra Energy Corp.(VST)$ $SoundHound AI Inc(SOUN)$ . Each of these growth names has a history of strong post-earnings moves & I believe we could see some serious action. The recent swings in names like Shopify and Axon have only added fuel to the fire — momentum is clearly back in growth.

DUOL has shown consistent user growth and monetization improvements. If their language subscription growth continues to beat expectations, I think a double-digit move is highly likely. For VST, it’s a solid play on the energy transition — clean energy demand and strong earnings from power producers could drive a surprise. As for SOUN, it’s one of the more speculative names, but with AI still commanding major attention, any beat or bullish guidance can easily send it soaring more than 10%.

All three picks are high beta and carry strong catalysts this quarter.

@Tiger_comments @TigerStars

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?
This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.
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Comments

  • JimmyHua
    08-07
    JimmyHua
    Great thoughts and insights!
    • Shyon
      Appreciate your comment
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