$Netflix(NFLX)$ will no longer disclose subscriber metrics starting in 1Q, yet growth will persist on a loaded content slate and momentum from 4Q, when it added 19 million members. The focus now turns to revenue growth (1Q guidance of 11%) and average revenue per member (ARM), which likely got a boost from recent US and UK price increases, along with steady user gains.Confidence has been building for margin expansion, with management targeting 29% in 2025 after posting a 600-bp jump in 2024 to 27%. Fundamentals are solid, anchored by double-digit revenue gains and cash flow increasing to at least $8 billion this year. That will rise even higher in 2026, potentially fueling buybacks.Netflix is still building streaming dominance by expanding users a

One side wants to strengthen its manufacturing, while the other aims to boost domestic demand and improve livelihoods — both seem to aspire to become what the other already is.Right now, neither side is likely to compromise. With two hardline leaders and Neptune entering Aries, it signals inevitable transformation — and possibly escalating tensions. Risk and volatility are bound to become the dominant themes.Market may dip further. Take care.

Vote for high pe, trump tariffs just the catalyst

On Thursday, $AppLovin Corporation(APP)$ saw a sharp 20% drop in the U.S. stock market, marking its largest single-day decline. This came after Muddy Waters released a short-selling report targeting the company. This was at least the third short report released against AppLovin by short-sellers in the past month. In February, Fuzzy Panda and Culper Research both issued short reports on the company, which provides marketing services for app developers, causing its stock price to drop. Just a few days before these reports were released, The Bear Cave also issued a cautious assessment of AppLovin's stock.AppLovin was once one of the best-performing tech stocks of 2024, with its stock price soaring over 700% fueled by the AI boom. In November, the comp

With the accelerated development of $POP MART(09992)$ overseas market, its overseas revenue has already matched the company's total revenue in 2019, achieving the goal set by the brand's founder and CEO Wang Ning to "recreate Pop Mart overseas."Bank of America expects Pop Mart's revenue and net profit to grow at an average annual rate of 56% and 84%, respectively, from 2023 to 2026. By 2026, Pop Mart's overseas business revenue is expected to account for 55%, while in the first half of 2024, overseas business will account for only 30%. During this period, Pop Mart expects a significant improvement in profit margins, which could act as a catalyst for stock price growth.Morgan Stanley believes that recent visits to first-tier cities in China show c

How do you view? I don’t buy puts, I wait for buying the dip

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$TENCENT(00700)$ , $MEITUAN-W(03690)$ , and $PDD Holdings Inc(PDD)$ are expected to report their Q4 2024 results this week, with solid performance anticipated. Revenue growth is forecasted at 8%, 19%, and 24% year-on-year, respectively, with adjusted EBIT growth of 22%, 405%, and 11%. Investor focus is on AI-related investments, competition in e-commerce and offline services, international investment budgets, profit growth expectations across business segments, and shareholder return plans.Goldman Sachs rates Tencent as "Buy" with a target price of HKD 534. Q4 game revenue is expected to grow by 17%, and ad revenue by 12%, with adjusted EBIT at RMB 60 billion, u

Two short sellers released reports on $AppLovin Corporation(APP)$ touching off a rout of as much as 21% in shares of 2024’s best performing technology stock.AppLovin, which provides marketing services to app developers, fell to about $312 intraday, the lowest level since November and the worst intraday drop since 2022, as investors unwound some of the blistering rally that saw shares rise eight fold last year. The stock was briefly halted for a volatility pause.The report comes with a perfect timing. The valuation is still too high after so many declines in the past 7 days.

Several travel companies delivered strong earnings this season, with $Airbnb, Inc.(ABNB)$ achieving a rare post-earnings surge of 15%—its first in eight quarters. However, recent five-day declines are erasing much of this gain.1. Why Did Airbnb Jump on Earnings?EPS beat by 23.65%; Adjusted EBITDA beat by 17.41%, driven by improved marginsRevenue beat by 2.43%; Room nights beat by 2.94% (though expectations were already high); Gross Booking Value (GBV) beat by 2.28%Latin America & Asia-Pacific led growth (room nights up low-20s YoY):Latin America benefited from large-scale marketing campaigns.Asia-Pacific growth was fueled by strong cross-border travel demand, led by Chinese outbound bookings (+25% YoY).Beyond APAC and LATAM growth, Airbnb’s pr

Carvana is set to report its Q4 EPS and revenue on Wednesday, February 19th after market close. $Carvana Co.(CVNA)$ preview (this is an excerpt from seeking alpha):On the earnings-per-share front, eight analysts project Carvana will post a total of $0.32. On the revenue front, according to 19 analysts, Carvana is estimated to post a Q4 revenue total of $3.34 billion. If this number is met, this would represent strong 37.94% year-over-year growth. However, Carvana’s forward Non-GAAP P/E ratio is at an even higher premium to the sector median than it was in either of my two previous pieces of research. As of right now, Carvana has a forward Non-GAAP P/E of 192.63. This is a 1,024.99% premium to the secto

After $Reddit(RDDT)$ released its earnings, the stock initially dropped by 13% in after-hours trading but recovered to about 6% drop after the market opened.Financial Highlights:DAU: 101.7 million, missing estimates of 103.1 million by 1.36%EPS: 36 cents vs. 25 cents expected, beating by 44%Revenue: $428 million vs. $405 million expected, beating by 5.68%Gross margin: 92.6% vs. net income margin: 16.61%.Financial Highlights:Reddit surpassed $1 billion in revenue for the year, achieving 71% year-over-year growth in Q4.Data from BloombergNet income: $71 million, maintaining GAAP profitability for the second consecutive quarter.Advertising business continued to grow: Ad revenue increased 60% year-over-year to $394.5 million.Investment Insights:Does t

$Upstart Holdings, Inc.(UPST)$  

$Upstart Holdings, Inc.(UPST)$ surged 25% after earnings, driven by strong revenue and EBITDA growth. Against the backdrop of an across-the-board beat in this earnings report, management provided an optimistic outlook, projecting 2025 revenue to reach $1 billion and aiming to break even.Financial Highlights:Revenue: $219M vs. $180M, beating by 20%EPS: $0.26 vs. -$0.03, beating by 870%Adjusted EBITDA: $38.78M vs. $6.16M, beating by 529%Loan origination volume grew 33%, and revenue increased 35%Data from Bloomberg and Upstart earningsInvestment Takeaways:AI Model Driving Higher Conversion and Loan Volume91% of loans fully automated, and 93% of instant approvals converted into funded loansRate Cuts in 2024 Boosted Borrower Demand, but 2025 Rate Cut E

$Shopify(SHOP)$ stock dropped because its first-quarter profit outlook fell short of expectations, with projected gross profit growth in the low 20% range, below analysts' 24.2% estimate. Additionally, rising operating expenses (41%-42% of revenue vs. 31.5% last quarter) raised concerns about profitability.

Why we are bullish on$NVIDIA(NVDA)$  despite of less costs in training ai

$Aurora Mobile Ltd(JG)$ 

$Netflix(NFLX)$  never fails to beat