Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.

1. $Novo-Nordisk A/S(NVO)$ IS AN ABSOLUTE MESSToday’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.2. $UnitedHealth(UNH)$ Q2 Earnings 🚨• Sales $11.62B vs Est. $11.59B• EPS $4.08 vs Est. $4.45• Medical Care Ratio: 89.4% -- up +430 bps YoYFY25 Guidance• Sales $447B vs Est. $449B• EPS $16.00 vs Est. $20.90• Medical Care Ratio: 89.3%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to

$AutoZone(AZO)$ 📈 Key Financials (GAAP)Net Sales: $4.46B → +5.4% YoYOperating Profit: $866M → -3.8% YoYNet Income: $608M → -6.6% YoYDiluted EPS: $35.36 → -3.6% YoYSame store sales performance:Domestic: +5.0%International (Constant Currency): +8.1%Total Company (Constant Currency): +5.4%“We continue to be pleased with our strategy to grow our domestic and international DIY and Commercial sales.”— Phil Daniele, CEO🧮 Margin DetailsGross margin declined 77 bps to 52.7%, pressured by:Higher inventory shrinkUnfavorable mix from commercial salesStartup costs for new distribution centersA non-cash LIFO charge of $8MOperating expenses rose to 33.3% of sales (from 32.2%), driven by:Higher self-insurance expenseGrowth initiative investments🏪 Growth & Expa

過去的幾期文章講述了穩定盈利的投資策略，我相信這對於大多數人來講都是最為實用的入市方式，多數人的合理預期應當是能夠抵抗通脹之餘，能夠有長期穩定並且可以預期的超額回報，以實現“慢慢變富”，讓自己不斷提高生活品質，在老年的時候複式效應資產膨脹，再考慮悠閒的退休生活以及財富傳承。這一切都是來自上帝給予我們最有力的財富密碼，不是什麼秘密，就是財富最強大的武器“複利效應”。本欄不是理財頻道，相信大家聽得都多已經很熟悉。一般的保證回報儲蓄產品收益率在3-6%之間，即便不高的收益率放到一般80歲之後財富也是驚人的速度增長，真是活得越久越富有。以巴菲特為模板，我們來看看他的收益率統計：​​指标​​ ​​巴菲特（伯克希尔）​​ ​​标普500指数（含股息）​​ ​​超额收益​​1965-2024年（59年） 19.8% 10.2% +9.6%1957-1969年（合伙基金） 29.5% 未披露 显著领先1994-2024年（伯克希尔） 9.6% 约7%-8% +1.6%-2.6%對比保守的儲蓄產品收益率，“普通人”以標普500指數為目標，過去59年收益率每年依然達到10.2%。要知道超過10%的收益率，中國大陸某官員已經以“騙案”來形容，對比中國目前國債十年期收益率僅1.6%，確實已經高得嚇人。如果以美國十年期國債4.16%，標普500指數預期10%收益率，計算過去50年持有黃金年化收益率大概在7%左右，以該三者構建一個投資組合，上文介紹過了達利奧的全天候投資策略，我們得到一個概念就是不同的資產類別組合能夠起到平滑收益率減低資產淨值的波動。如果說自認投資能力無法超越巴菲特，那麼作為普通人至少要考慮長期定投指數，以及分散投資在不同的資產。除此之外，還有什麼可以讓我們取得超額回報呢？分散三個不同資產，主要目的明顯是為了減低股市的波動性，從歷史我們知道股市長遠向好，但是中間出現的波動和回調有時候大

Hello everyone! Today i want to share some trading analysis with you!1. $Alphabet(GOOG)$ - Search volume is increasing.- Youtube growth remains robust.- It has the fastest growing cloud unit.Yet, it's trading at its lowest valuation since early 2023.It's literally free money at these levels.Image2.What should investors do?Well, there is no definitive prescription, only some suggestions:- Avoid popular sectors.- Don't overpay for growth.- Overweight defensive businesses.- Diversify into different asset classes.You can't time the crash but you can prepare.Follow me to learn more about analysis!!

Hello everyone! Today i want to share some technical analysis with you!1. $Broadcom(AVGO)$ reported Q4 earnings after hours today with Non-GAAP EPS of $1.42 which by estimates by $0.03 on revenue of $14.06B an increase of more than 50% from the prior year. Additionally, AVGO bumped their dividend a healthy 11% to $0.59 from $0.53.2. $Costco(COST)$ announced Q1 earnings today with Non-GAAP EPS of $3.82 topping analyst expectations by $0.03 on revenue of $62.15B (beat by $150M) an increase of 7.5% YoY.3. $Tesla Motors(TSLA)$ has quite the lead on $Rivian Automotive, Inc.(RIVN)$ in terms of total deliveries per year.4.The a

Hello everyone! Today i want to share some trading analysis with you!Ever heard of the PEG ratio? Peter Lynch’s go-to metric: under 1.0 signals a bargain, over 2.0 looks pricey -- let’s see how Big Tech measures up as we enter 2025 🧐 $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , $Apple(AAPL)$ $NVIDIA Corp(NVDA)$ , $Tesla Motors(TSLA)$ , $Meta Platforms, Inc.(META)$ $Salesforce.com(CRM)$ , $Advanced

Unveiling the Cybersecurity Leaders Securing AI’s Next Stage 🧐The AI revolution isn’t just the latest and greatest technological upgrade -- it’s about to turn every industry upside down, flooding enterprises with data at a scale once unimaginable. Managing it is daunting. Analyzing it is vital. But protecting it? That’s where the stakes rise to existential levels, which is why cybersecurity remains one of the stickiest thematics within AI, set to take the spotlight during Stage 2 of AI adoption. With AI now woven into daily workflows and business processes, enterprises face a twofold challenge -- scaling operations to match AI’s potential while warding off increasingly sophisticated cyber threats.Let’s start at the edge -- the devices connecting us to the digital world.

Hello everyone! Today i want to share some trading ideas with you!1.Here's Why $ASML Holding NV(ASML)$ is One of the Favorite Names Entering 2025 🧐The digital world hums with the silent energy of semiconductors -- a vast and intricate network that powers everything from our smartphones to the engines of artificial intelligence. At the heart of this extraordinary ecosystem lies ASML, a company that doesn’t just play the game; it writes the rules. As AI charges forward, reshaping industries at an almost surreal pace, the demand for semiconductors capable of mind-bending computational feats grows exponentially. And ASML, with its unrivaled mastery of Extreme Ultraviolet (EUV) lithography, isn’t merely meeting this demand -- it’s thriving where others