This earnings season was defin

This earnings season was definitely a mix of wins and lessons. A few calls played out right, but there were also some surprises in earnings season where the market reacted differently than expected.

Biggest takeaway for me is to not just focus on the numbers but also on forward guidance and sentiment—those seem to move stocks just as much, if not more. Overall, I’d say my scoreboard is balanced, and the reflection is clear: stay disciplined, and don't chase!

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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