24 Q4 Earnings Season: Can Broadcom Close Above $200 After Beats?

Broadcom reported first-quarter earnings on Thursday that topped analysts’ expectations, and the chipmaker offered strong guidance for the current quarter. The stock jumped 16% in extended trading. ----------- How do you view Broadcom earnings compare to the drop of Marvell? Can Broadcom close above $200 this week?

What Is The Moat Of Uber ? The Hidden Risk?

$Uber(UBER)$ Hey Tiger, hope you're all doing well. If you've been holding Uber shares for a while, they haven't performed particularly well. Over the past five years, the stock is up 400%, but over the last year, it's down about 6%. That's not great for a company people invest in for growth, especially when many other stocks have significantly outperformed Uber over the same period. The company recently announced its Q4 earnings, which many investors are focusing on—much like how BlackBerry investors in 2007 or 2008 were still watching earnings reports after the iPhone had already disrupted the market. While things initially looked stable for BlackBerry and Nokia, their business models had already been irreversibly damaged. Uber is in a similarly
What Is The Moat Of Uber ? The Hidden Risk?
What does Broadcom's market outperformance say about itself? Despite a recent market selloff, Broadcom Inc. (NASDAQ: AVGO) has demonstrated resilience, buoyed by robust earnings and a strong outlook in the artificial intelligence (AI) sector. In its latest earnings report, Broadcom reported first-quarter revenue of $14.9 billion, surpassing Wall Street expectations. The company’s AI business generated $4.1 billion in revenue, marking a 78% increase from the previous year. This surge is attributed to significant investments in custom AI chips by major tech companies such as Amazon, Microsoft, Google, and Meta. Broadcom’s CEO, Hock Tan, emphasized the rapid development of semiconductor technology driven by AI advancements and highlighted the company’s diversification across software and semi
$Tiger Brokers(TIGR)$ so I am the emotional investor, I'll get to that in a bit, but let's just say I'm a fundamental investor first. If I'm selling when a stock breaks even, or waiting a little bit, then basically I got it wrong. I buy a stock because based on my analysis I believe it's a growth stock and will go up significantly in the medium to long term. Or I buy because it's an income stock with either small dividend growth but great and consistent large payouts like $Trinity Capital Inc.(TRIN)$. Or it's got small dividends but massive dividend growth over time, like $Realty Income(O)$. At the end of the day, with dividend stocks I want a minimum of 15% combine
avatarSpiders
02-07

Earnings Season: Which Stocks Are Worth Chasing After Beats?

As the busy earnings season continues this week, investors are watching closely as several growth stocks post impressive results. Companies like AFRM, FTNF, NET, PINS, and PTON have all surged more than 10% in a single day after reporting better-than-expected earnings. These kinds of beats often lead to market excitement, but the question remains: are these stocks worth chasing after such dramatic price movements? Personally, I believe in a disciplined investment approach, and that means not chasing stocks after they experience big earnings-driven surges. While it can be tempting to hop on the bandwagon when you see a stock’s price soaring, I prefer to stick to my strategy of buying low and selling high—rather than chasing stocks that have already surged, hoping for more gains. After all,
Earnings Season: Which Stocks Are Worth Chasing After Beats?

Confluent's AI Edge: How Data Streaming Powers the Next Generation!

Market FeedbackStrong Q4 Growth Beyond ExpectationsSubscription revenue up 24%, Confluent Cloud revenue up 38% to $138 million, Non-GAAP operating margin of 2.9%; 55% Confluent Cloud share, 13% adoption of DSP components in the cloud business; 26% international revenue growthAll guidance metrics exceeded expectations, reflecting the company's transition to a consumer-driven go-to-market model **Growth drivers:** Continued adoption of DSP products, new product launches (e.g., Tableflow), and strategic partnerships with Databricks and Jio PlatformsGuidanceQ1 2025.Subscription revenue expected to be between $253 million and $254 million, 22%-23% growthNon-GAAP net income per share expected to be $0.06-$0.07Overall fiscal year 2025Subscription revenue expected to be in the range of $1,117 mill
Confluent's AI Edge: How Data Streaming Powers the Next Generation!

【Stock Prediction】How will Broadcom close on March 7 following their earnings?

Click to vote! Predict how $Broadcom(AVGO)$ will close on Friday, March 7, after their earnings report. If you get the correct answer, you’ll share 1,000 Tiger Coins with other Tigers!📊 Broadcom Q1 2025 Earnings Preview$Broadcom (AVGO)$ is set to release its Q1 FY2025 earnings report after the U.S. market closes on March 6. According to Bloomberg analysts, Broadcom’s Q1 revenue is expected to reach $14.6 billion, reflecting a 22% YoY growth, while adjusted EPS is projected at $0.845, a 197.36% YoY increase.🚀 Key Factors to Watch in Broadcom’s Earnings Report1️⃣ AI-Driven Growth: AI-related revenue accounts for 41% of Broadcom’s semiconductor business. The company previously projected that hyperscale custo
【Stock Prediction】How will Broadcom close on March 7 following their earnings?
avatarHMH
02-14

Network Power Surge: Can Arista’s 2024 Earnings Propel ANET to Unstoppable Heights?

$Arista Networks(ANET)$ is scheduled to report its fourth-quarter and full-year 2024 earnings on February 18, 2025, after the market close. Covering the fiscal year ended December 31, 2024, investors will be scrutinizing the results against both management’s guidance and consensus analysts’ forecasts. As of the latest close on February 13, 2025, ANET’s share price stood at $109.75. Guidance vs. Analysts’ Forecasts Management has adopted a tone that is both cautiously optimistic and reflective of current market dynamics. For full-year 2024, Arista’s guidance projects revenue in the vicinity of $3.2 billion and non-GAAP earnings per share (EPS) around $3.60. This outlook is broadly in line with consensus estimates from sell-side analysts, who foreca
Network Power Surge: Can Arista’s 2024 Earnings Propel ANET to Unstoppable Heights?

TTD Plunges 27%: AI Delay Costs Market Share?

The ad-agency market saw two icy earnings reports on the same day.Unlike $AppLovin Corporation(APP)$ which beat expectations and guided optimistically on one side, $Trade Desk Inc.(TTD)$ missed expectations with its Q4 earnings report, plunging 27% after hours as the company reported weaker than expected revenue for the first time in 33 quarters and higher total expenses, reflecting some twists and turns in its ongoing strategic restructuring.For the first time in 33 quarters, the company's revenue fell short of expectations and total expenses were higher, reflecting some of the twists and turns in its ongoing strategic restructuring.Q4 missed internal expectations, which management attributed to execution
TTD Plunges 27%: AI Delay Costs Market Share?

Help Center - Tiger Brokers

$ALLIANZ GLOBAL SUSTAINABILITY "AM" (SGDHDG) INC(LU2089284900.SGD)$  Find out more here:Help Center - Tiger Brokers Tiger Brokers is a company listed on NASDAQ. With U.S. licenses, it has become the platform of choice for global Chinese investors to trade in the U.S. and Hong Kong. Investors can easily open accounts online with Tiger Brokers.
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avatarSpiders
03-01

Earnings Season: How Long Will the Valuation Compression Last?

This earnings season, post-earnings stock rallies have become increasingly rare. While some growth stocks initially surged on the day of their earnings reports, many experienced consecutive declines afterward. Others saw sharp drops even after slightly missing estimates. This trend highlights a broader reality: many companies were already overvalued, and the market is undergoing widespread valuation compression across various asset classes. Despite some pullbacks, the S&P 500 remains quite high, suggesting that many stocks—especially in the tech sector—are still trading at elevated valuations. The divergence between stock prices and fundamentals remains a major concern. The enthusiasm around AI, cloud computing, and other tech trends has inflated valuations, and when expectations are t
Earnings Season: How Long Will the Valuation Compression Last?

Factset Insights: S&P 500 Q4 Earnings Beat Led by Tech and Financials

In this earnings season, most $.SPX(.SPX)$ companies exceeded EPS expectations, although the overall magnitude of the surprises was lower than historical levels.Nevertheless, the strong performance of leading sectors drove both earnings and revenues higher, and the market remains cautiously optimistic about growth in the coming quarters.How do S&P companies perform in this earnings season?77% of companies delivered positive EPS surprises, with an average EPS surprise of +5.0%—well below the 5-year average of +8.5%.On the revenue side, 63% of companies beat expectations, but the average revenue surprise was only +0.9%. The blended earnings growth rate reached 13.2%, the highest level since Q4 2021, while the revenue growth rate stood at 5.0%.Ho
Factset Insights: S&P 500 Q4 Earnings Beat Led by Tech and Financials
Is It Time for AMD to Rise? For years, Advanced Micro Devices (AMD) has been a well-known player in the semiconductor and computing world, but its journey has been anything but smooth. After facing significant struggles against its primary rival, Intel, for much of the early 2000s and even through the 2010s, AMD found itself on the brink of irrelevance in the tech world. However, in recent years, AMD has begun to rise from the ashes, and many believe its time to shine may be now. Let’s take a closer look at AMD’s past struggles, its recent comeback, and whether it’s positioned to continue its rise in the highly competitive world of technology. A Rocky Journey: AMD’s Struggles in the Past In the early 2000s, AMD gained ground against Intel with its successful Athlon and Opteron series. Its
TL;DR If you want to invest in ASML, but you are cautious about the entry price, my advice is to set a price alert on your brokerage app. I'm setting one right now at a 10% price drop, and when that alert hits I might open a small position, I’m also setting another alert at a 20% price drop and if that alert hits I will open a larger position.  Quick analysis of ASML ASML is a company that specializes in the manufacturing of photolithography machines, Extreme Ultraviolet (EUV) systems critical for producing our modern semiconductor chips. The company holds a near-monopoly on EUV technology and is the main provider for the chip manufacturers like $Intel(INTC)$  $Taiwan Semiconductor Manufacturing

Remember This Man, While You Believe Canada Will Survive!

Trudeaux just stepped down, Canada has had a new Prime Minister, Mark Carney!His background is simply coolHe has three passports, Canadian, British and Irish;After graduating from Harvard, traveled to Oxford University, where he received his doctorate in 1995;Worked at Goldman Sachs, helping Goldman Sachs respond to the Russian national debt crisis in 1998;Was Governor of the Bank of Canada (carried the 08 financial crisis, the world's only G7 country with no bank failures);Been the governor of the Bank of England (just in time to meet the chaos of Brexit, did not force QE, but the effect is good, was honored by the Queen);Currently stated after a successful election campaign that he gave up his British and Irish passports to ensure absolute loyalty to Canada.Campaign propositions include:
Remember This Man, While You Believe Canada Will Survive!

Upstart: AI Lending is EXPLODING! 🚀 56% Revenue Jump!

$Upstart Holdings, Inc.(UPST)$ jumped more than 25% after announcing Q4 results on Feb 11th after-hours.Earnings and Market FeedbackQ4 results were a "big beat": Rev 218M > 182M consensus, Surprise reached 20%, and EPS 0.26 > -0.03, not only an early turnaround, but also well ahead of market expectations;Raised guidance for CY25: est CY25 Rev 1B > 823M consensus, 25Q1 Rev 200M > 185M consensus; est CY25 EBITDA margin 18% > 13% consensus, Q1 EBITDA 27M >10.7consensus.The +25% start directly after the bell saw the stock pull up from around 70 to a former high of around 85, although the former high was tested twice and is now also an already important resistance/breakout level;Investment HighlightsNew model Payment Transition Model
Upstart: AI Lending is EXPLODING! 🚀 56% Revenue Jump!

Intel Bearish With No CEO, Should You Buy The Dip?

$Intel(INTC)$ Intel has just released its latest quarterly figures, and as expected, they posted solid results with easy beats across the board. However, the issue lies with the guidance for Q1. Typically, Q1 is a seasonally weak quarter, but the outlook this time was a miss across the board. There are some positives, but also some negatives, and I’d say there are more answers than questions this time around—though there’s still no new CEO announcements or significant updates as of the time this video was made. The stock is currently up 3.32% after hours, and the implied volatility suggests a potential 10% move, so we’ll see what happens tomorrow. Earning Overview As for the Q1 outlook, it was a miss across the board, as expected, with seasonal we
Intel Bearish With No CEO, Should You Buy The Dip?

Pre-Earning AMD Flushed to 52-Week Low Before Earnings – Would You BUY, HOLD, or SELL?

$Advanced Micro Devices(AMD)$ In recent days, we've seen a significant selloff in tech stocks, especially in the AI sector, which has spilled over into the broader market. Today, the consequences of Donald Trump's tariffs on China, Canada, and Mexico have been felt, with widespread losses across the stock market. One company that continues to struggle is AMD (Advanced Micro Devices), which some have humorously referred to as "Advanced Money Destroyer." Tomorrow is a pivotal day for AMD, as they will report earnings after market close. Analysts expect a 41% year-on-year increase in earnings per share (EPS), with double-digit growth expected for all four quarters this year. Over the past four quarters, AMD has consistently met or exceeded expectation
Pre-Earning AMD Flushed to 52-Week Low Before Earnings – Would You BUY, HOLD, or SELL?

Big banks Q4 Earnings Review

1. JPMorgan Chase & Co. $JPMorgan Chase(JPM)$ JPMorgan Chase had a strong fourth quarter, with key metrics beating analysts' expectations.The bank reported adjusted revenue of $43.74 billion, significantly beating the widely expected $42.01 billion.Earnings per share came in at $4.81, demonstrating strong profitability.Shares of JPMorgan Chase were up 2% in pre-market U.S. trading.Key performance indicators:Loans: $1.35 trillion, in line with expectationsProvision for credit losses: $2.63 billion, below expectations of $3.04 billionReturn on equity: 17% (vs. 14.1% expected)Return on tangible common equity: 21% (expected 17.2%)Book value per share: $116.07CEO Jamie Dimon emphasized the company's strong performance across all lines of business,
Big banks Q4 Earnings Review

Buy Super Micro Computer (SMCI) Only When You Can Take The Risk!

$SUPER MICRO COMPUTER INC(SMCI)$ I wouldn't recommend buying Super Micro Computer right now, even though the stock has dropped over 50% in the past year. I know in value investing these is good opportunity, so in this article, we're going to dive into the risks and potential rewards of this company. Normally, I add a disclaimer at the end of my articles not to buy a stock just because someone talks about it, but Super Micro Computer is a company that I think carries significant risks, and it's important to fully understand those before making any purchase decisions. Keep that in mind as you watch this video, and if you enjoy it, be sure to like and subscribe for more content like this. In addition to Super Micro. I’m particularly excited about Pal
Buy Super Micro Computer (SMCI) Only When You Can Take The Risk!
avatarSpiders
03-02

I Am Kancheong Spiders: The Art of Panic Trading

My Tiger Brokers username is spiders. And just like a spider scuttling across the floor when someone turns on the lights, I trade stocks with pure kancheong energy. When I buy a stock and see the price dip, my survival instincts kick in. I panic. I quickly set a limit sell price—just a teeny, tiny bit above breakeven—because profit is profit, right? This has happened many, many times. Some recent kancheong trades: Bought APA at $20.82, sold at $20.97 Bought CRI at $51.16, sold at $51.46 Bought AES at $10.08, sold at $10.14 Big wins? Seldom. Case in point: I bought SOXS at $17.87 and sold at $17.98. Felt smart for taking a quick profit. Then I checked later—SOXS had shot up to $22.86. I could’ve made way more… if only my kancheong spider brain didn't freak out. Direxion Daily Semiconductors
I Am Kancheong Spiders: The Art of Panic Trading