Confirmed Profit Turnarounds & Earnings Beats Niu Technologies (NASDAQ: NIU) Q2 2025 Results: Reported revenue of RMB 1,255.7 million (+33.5% YoY) and a net profit of RMB 5.9 million, reversing a net loss of RMB 24.9 million in Q2 2024. Key Metrics: E-scooter volume jumped 36.7% YoY, with China sales up 53.6%; international sales declined 35.5%. Gross margin improved from 17.0% to 20.1%. Guidance for Q3 forecasts revenue growth of 40%–60% YoY. Market Reaction: Shares jumped approximately 6% on the announcement, despite some earlier references to a 30% surge. Summary: Niu’s domestic focus, operational efficiency, and strong guidance underscore a robust turnaround. It warrants close attention, particularly against macroeconomic variables and international recovery. --- Other Noteworthy E

$Twilio(TWLO)$ 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

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

$SoundHound AI Inc(SOUN)$ 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

$SUPER MICRO COMPUTER INC(SMCI)$ 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

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

The Q2 2025 earnings season has been a wild ride, and semiconductor giants ARM Holdings (ARM) and Qualcomm ( $Qualcomm(QCOM)$ ) have added fuel to the fire with results that sparked sharp market reactions. ARM’s shares slid over 8% after disappointing smartphone royalties overshadowed an otherwise solid earnings report, while Qualcomm, despite beating Wall Street expectations, saw its stock dip in extended trading due to a cautious Q4 outlook. With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, both at record highs, the market’s high expectations and a VIX at 15.94 signal volatility. Were ARM and Qualcomm’s earnings “not good enough” to sustain their momentum, or is this a buying opportunity in disguise? This deep dive explores their financi

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🧠🔥⚔️ 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

🌟🌟🌟Earnings Season is Wall Street's version of the Academy Awards.  CEOs strut out their best numbers, Analysts clutch their forecasts like golden envelopes and the market?  It reacts like a drama queen.  One surprise and stocks either moonwalk or nosedive. The big question is : Could I profit from this chaos without losing my cool? Enter the Strangle.  Not a wrestling move.  Not a bad breakup.  Just a spicy Options Strategy that thrives on volatility, especially the kind the market dishes out every quarter. What is a Strangle?  (And why it is not as violent as it sounds) A Strangle is an options strategy where you buy : A Call option (betting the stock goes up) A Put Option (betting the stock goes down) Both options have the same expiration date, bu

$Uber(UBER)$ 🚖📊🔥 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