To The Moon

2025 Q2 Pinduoduo Earnings: $PDD Holdings Inc(PDD)$ Total revenue came in at RMB 104B, up 7% YoY, right in line with expectations.Q2 net profit was RMB 32.7B, blowing past consensus, but management downplayed the sustainability of these profit levels.The earnings beat was mainly due to a sharp reduction in sales and marketing expenses.Management is committed to reinvesting for long-term growth, so profits could dip again in Q3.Temu outperformed expectations; next year’s revenue is expected to rebound.Earnings Takeaways:$PDD$ avoided the food delivery price war, steering clear of a cash burn battle.Temu’s MAU, DAU, and monthly downloads are all showing strong, sustained growth.Domestic competition is favorable and overseas business momentum is stron

2025 Q2 Earnings Preview: $NVIDIA(NVDA)$ Q2 revenue expected at $46–47B, slightly above Wall Street estimates.Q3 guidance expected at $53–54B+, again just a bit above consensus.Growth continues to be driven by data center demand.This quarter’s results exclude China H20 chip revenue.With hyperscalers ramping up capex, 2026 outlook is very strong.Earnings Takeaway:Uncertainty in China means results will not massively beat expectations.Implied earnings move: 6.6%, likely trading range $168–192.Trading Strategy:No major negatives, so a break below the range is unlikely—good setup for selling puts.Sell puts before earnings, close them at the open after earnings.If you own shares, sell out-of-the-money calls as a hedge for extra yield.Reference Strikes

2025 Q1 Earnings Preview (FY1Q26): $Alibaba(BABA)$ Alibaba’s fiscal Q1 (calendar Q2 2025).Food delivery business is performing well—Taobao Flash Sale hit a peak of 100 million orders in one day recently.From early May to early August, Taobao app’s daily active users and total usage time jumped 19% and 30%, respectively.Aggressive promotions are pressuring short-term profits—pre-tax profit expected to drop 15%.Marketing spend expected to double to RMB 20B in July–September.Cloud revenue should see an accelerated 22% YoY growth in Q1.Total revenue up 3.9% YoY—slightly below consensus; profits much lower than expected.Earnings Takeaway:Margins are under pressure, but the market already expects this.Food delivery losses are a short-term drag, but coul

2025 Q2 Earnings Preview: $Bilibili Inc.(BILI)$ Q2 results expected in line with forecasts, with total revenue up 20% year-on-year;Ad business up 17%, games up 60%, value-added services up 10%;Three new games coming in H2, but none are major titles;Ad business remains the key driver for H2 growth and profit improvement.Earnings Preview Takeaway:Results should meet expectations—no big surprises in the numbers;Expected earnings move: 9.6%, trading range $22.5–$27.5.Trading Strategy:No major negatives, so stock is unlikely to break below the range—ideal for selling puts;Consider selling puts before earnings, then closing them at the open on report day;No major positives, so a big post-earnings rally above the expected move is unlikely;If you hold sha

Amazon Recent Summary:Amazon’s same-day Prime service just announced thousands of fresh grocery products, aiming to cover over 2,300 towns by the end of 2025;This could create a potential $30–200 billion GMV opportunity;In the latest Q2 earnings, Amazon beat expectations, mainly thanks to retail growth; AWS grew in line with forecasts;The key driver in retail was same-day/next-day product sales, up over 30% YoY;Retail traffic also boosted ad revenue growth, which accelerated to 22% YoY.Evaluation:By aggressively expanding fresh grocery, Amazon is set to boost customer wallet share, purchase frequency, and Prime pricing power;For pros and cons, look to the food delivery market—US online penetration is only 15% so far; $Amazon.com(AMZN)$ Amazon’s ma

Intel Recent Summary:On August 11, after meeting with Intel’s CEO, Trump softened his stance and no longer demanded the CEO step down, leading to a stock rebound;On the earnings side, Intel’s Q2 revenue beat expectations, but profitability dropped sharply;Q3 guidance missed expectations, with margins under pressure;Demand pulled forward due to tariffs, so H2 outlook is conservative;2026 capital expenditures projected to be lower than 2025—management remains cautious on future development;The company offered almost no details on its AI plans.How to Evaluate:Trump’s attitude doesn’t change Intel’s weak fundamentals;Fierce competition from AMD and ARM, lack of an AI product line, and ongoing losses in the foundry business;On the positive side: Intel has shown cost control, capital spending di

$JD.com(JD)$ Q2 2025 Earnings Expectations:Core retail business remains solid, with growth rates steady or slightly below Q1;Food delivery business is seriously weighing on near-term profit outlook;Analysts expect Q2 adjusted net profit to fall to RMB 3.6–4.4 billion, with Q3–Q4 rebounding to RMB 7–9 billion;Thanks to food delivery, JD App Q2 daily active users rose 27%–45% year-over-year.How to Interpret the Earnings Preview:While food delivery is a short-term drag, it could drive long-term traffic and revenue growth;Valuation is extremely low, so downside risk is limited;The market is waiting for a clear sign that profits have bottomed out;Main risk: JD may invest far more in food delivery than the market expects;Implied earnings move is about 6%

Check out this momentum strategy with an 85% win rate—Recent positive catalysts for $Apple(AAPL)$ :Significant acceleration in total company revenue, iPhone revenue, and Mac revenue in Q3;Issued strong guidance for mid-to-high single-digit growth in Q4;Healthy inventory levels, with management still seeing strong demand momentum;Q3 earnings reveal increased capital expenditures and operating expenses, with ramped-up AI investment;The US announced a 100% tariff on semiconductors and chips, but offers exemptions for companies building or committing to build plants in the US;Apple raised its commitment for US domestic investment over the next four years to $600 billion;2025 full-year iPhone EMS production plan increased from 235 million units to 247

Check out this momentum strategy with an 84% win rate— $Advanced Micro Devices(AMD)$ ’s Q2 earnings didn’t deliver any extra surprises:Q2 results were mainly driven by growth in the gaming console segment;Q3 revenue guidance of $8.4–9.0 billion came in above expectations;Rising operating expenses weighed on profits;Potential sales from the MI308 chip were not included in guidance, showing a conservative stance;The MI400 series AI chips, launching in 2026, are the ultimate driver for AMD’s stock value;How to interpret the earnings:The market has already priced in high AI growth expectations;AMD’s share price declined due to short-term factors, but the more important long-term value shouldn’t be ignored;Based on a 30x multiple of 2026 expected EPS ($

Check out this momentum strategy with an 83% win rate—PLTR’s Q2 earnings were nothing short of spectacular: $Palantir Technologies Inc.(PLTR)$ A record-breaking report in the company’s history;Revenue accelerating for the 8th consecutive quarter;Combined revenue growth rate and profit margin far exceeding 80%;Q3 revenue growth guidance as high as 50%;Full-year growth expectation for the key US commercial segment raised from 68% to “at least 85%”;How to interpret these expectations:Compared to peers, Palantir’s performance is extremely rare;Scored a high 94 on the “Rule of 40” (revenue growth % + EBITDA margin %);Much of the future positive outlook has already been priced in;Valuation is high, but its scarcity value means the market continues to ch