$SoundHound AI Inc(SOUN)$ is set to report its Q2 2025 financial results on Thursday, August 7, 2025, after the market closes. Following a year of significant volatility and a decline of over 40% year-to-date, investors are looking for signs of sustained growth and a path to profitability. The company, a pure-play in voice artificial intelligence, is expected to see a substantial increase in revenue, but remains unprofitable. Revenue: Analysts have a consensus revenue expectation of approximately $33.03 million for SoundHound AI's fiscal Q2 2025 earnings. This would represent a robust 145% increase compared to the same period last year. The market is looking for the company to demonstrate continued, strong top-line growth driven by the demand for

$NetEase(NTES)$ 's Q2 2025 financial report shows steady growth but hides hidden concerns. Revenue was slightly lower than market expectations, mainly due to differences in revenue from its main business, gaming. Net profit was 9.5 billion yuan (up 12.3% year-on-year), exceeding the expected 9.2 billion yuan. $NTES-S(09999)$ The gaming business also had its flaws this quarter. Although several new games performed well on global charts, they failed to deliver on the promise of sustained high revenue growth of 15%+. On the other hand, innovative businesses continued to drag down performance, with Cloud Music revenue declining for two consecutive quarters (down 3.5% year-on-year), raising concerns among use

Earnings season is in full swing, and growth stocks like Uber ( $Uber(UBER)$ ), Lyft ( $Lyft, Inc.(LYFT)$ ), Duolingo ( $Duolingo, Inc.(DUOL)$ ), Nebius Group ( $NEBIUS(NBIS)$ ), D-Wave Quantum ( $D-Wave Quantum Inc.(QBTS)$ ), and SoundHound AI (SOUN) are poised for explosive moves, with potential 10%+ swings in a single day. These companies, spanning ride-sharing, language learning, AI infrastructure, quantum computing, and voice AI, are at the forefront of high-growth sectors. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, the market’s bullish momentum is tempered b

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🧠🔥⚔️ Nvidia Is Eating AMD’s Lunch: And the AI Buffet Isn’t Slowing ⚔️🔥🧠 I’m extremely confident we’re watching a structural bifurcation unfold. AMD’s data center growth is collapsing, credibility is eroding, and the charts have snapped. Meanwhile, Nvidia just printed $30.77B in data center revenue, gained another $72B in free cash flow, and has pulled within $1T of the entire EuroStoxx 50. Flash Verdict: Bullish $NVDA. Tactical Pause $AMD unless $168 is reclaimed. I’m tactically cautious on AMD until it proves its Q2 decline is a one-off and not the beginning of a demand downgrade cycle. I’m betting $NVDA hits $5T before AMD sees another $3.85B quarter in data c

$Twilio(TWLO)$ is scheduled to report its Q2 2025 earnings after the market closes on Thursday, August 7, 2025. Following a strong Q1 report that saw the stock rally, investors will be closely monitoring whether the company can maintain its growth and demonstrate continued progress in its path to profitability. Revenue and Revenue Growth Rate: Analysts are expecting revenue of approximately $1.19 billion, which would represent a year-over-year increase of about 9.5%. A significant beat or miss on this number will likely be a primary driver of the stock's immediate reaction. Earnings Per Share (EPS): The consensus for non-GAAP EPS is $1.02 per share, a notable increase from the same period last year. Investors will be looking for continued improvem

$Uber(UBER)$ Q2 results exceeded expectations overall, but market expectations were also quite high, and the company's guidance for Q3 was relatively cautious (no big surprises), so there was no particularly strong performance after the market closed.Two important trends in Q2:Business structure optimization: Takeout becomes the main growth engine, offsetting the cyclical risks of transportation;Strategic execution verification: Light-asset AV platform, membership economy, and global mergers and acquisitions form a synergistic closed loop.In the short term, Uber needs to absorb the pressure on profit margins caused by technological investments, but the $23 billion buyback and free cash flow (more than 50% of which is used for shareholder returns)

The Q2 2025 earnings season has unleashed a torrent of volatility on growth stocks, with most names—except standouts like Duolingo, Expedia, and Nebius—crashing hard after disappointing results. Pinterest, The Trade Desk, Snap, and Lyft have taken heavy hits, with some plunging 10-20% post-earnings, rewarding short sellers but leaving long-term investors rattled. The S&P 500 at 6,297.36 and Nasdaq at 20,884.27 are at record highs, but a VIX at 15.94, new tariffs (30% on EU/Mexico, 35% on Canada), and geopolitical tensions (Israel-Iran conflict, oil at $75/barrel) signal a potential 7-10% pullback. Did you dodge the drop or profit from shorting? Are you holding growth stocks, and which ones look oversold? Is buying the dip now just catching a falling knife? This deep dive explores the c

$Lyft, Inc.(LYFT)$ Q2 demonstrated its ability to transition from growth to profitability, with improvements in the driver ecosystem and breakthroughs in enterprise services driving excess returns. Short-term valuation is anchored at an EV/EBITDA of ~10x for 2025 (currently around 8x). If Q3 international integration proceeds smoothly and subscription data remains strong, the valuation center could shift upward.The risk lies in macroeconomic sensitivity and competition. It is recommended to pay attention to the proportion of corporate orders and the progress of Freenow's collaboration.Performance Overview and Market FeedbackKey performance indicatorsGross Bookings: 4.49B (+124.3B).Revenue: 1.59 billion (+111.58 billion).Net profit: 40.3 million (5

$Uber(UBER)$ 🚖📊🔥 Uber’s $8.5B Free Cash Flow Juggernaut: $105 Breakout or $130 Frontier? 🔥📊🚖 🎯 Executive Summary I’m extremely confident Uber’s Q2 2025 results signal more than just quarterly strength; they confirm a long-term structural rerating. Revenue rose to $12.65B (+18.2% YoY), net income surged to $1.4B (+33.5%), and free cash flow reached a record $8.5B, firmly establishing Uber as a capital return powerhouse. This is no longer a story of growth potential, it’s about dominant execution and monetised scale. CEO Dara Khosrowshahi set the tone: “We’ll be a big part of the autonomous revolution.” With 20+ AV partnerships and a $20B buyback already in motion, Uber is weaponising its platform advantage as Wall Street shifts toward cash-generati

$Gartner(IT)$ After more than a quarter of consecutive negative declines, it plunged more than 27% after the Q2 earnings report, although the performance demonstrated a resilient earnings model (cost control + cash flow resilience) and forward-looking AI layout, but it was not helped by the macro and policy perturbations, as well as the market's great concern about the impact of AI on it, which suppressed growth momentum, and thus the current valuation of the share price at 14x PE is stillUnder pressure.Currently need to wait for two major signals to validate:Policy end: simplification of the US federal procurement process or the retreat of the tariff crisis;Product side: AI product AskGartner to drive CV growth inflection point.Core performance and

Unlike individual stocks, the ETFs I currently hold (SOXS, TLT, and TLH) don’t have upcoming earnings reports that I need to track. That’s one of the key differences between investing in thematic or macro-driven ETFs and holding individual companies: the focus shifts from quarterly performance to bigger-picture trends. Let’s break it down: SOXS – Betting Against Semiconductors (Temporarily) SOXS, or the Direxion Daily Semiconductor Bear 3X Shares, is a leveraged ETF that inversely tracks the performance of the semiconductor sector. It’s a high-risk, high-volatility instrument definitely not for the faint of heart. Since it’s a 3x inverse ETF, it’s designed for short-term tactical trades rather than long-term investing. I use it carefully, more as a way to express a short-term bearish view

The advertising industry's growth champion, $AppLovin Corporation(APP)$ released its Q2 financial report. In addition to continuing to demonstrate the high growth and significantly improved profitability of its advertising business, the company also faced short-term growing pains associated with a strategic transformation amid controversy. Given the market's long-standing admiration for the company's impressive performance over multiple quarters, expectations were set quite high, resulting in Q2 performance that met expectations but did not significantly exceed them.In addition, the increase in the base figure has also slowed down the momentum of advertising growth. Among these factors, the progress of the transformation to new e-commerce advertisi

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal Q4 2025 earnings after the market closes on August 5, 2025. As a leading provider of high-performance servers, especially for AI and data center applications, SMCI's report is highly anticipated and will be closely watched for insights into the health of the AI infrastructure market. Revenue: The consensus for Q4 2025 revenue is around $5.9 billion, representing a year-over-year growth of about 11%. EPS (Earnings Per Share): Despite this strong top-line growth, analysts are forecasting a decline in earnings per share (EPS) to approximately $0.44, down from the same quarter last year. This is largely attributed to anticipated margin compression. Based on the current market landscape