To The Moon

B. 📈 Cautiously bullish — excited by Tesla’s flying Roadster innovation, but waiting for stronger margins and profits before buying more.

B. Cautiously bullish. Tesla is increasingly valued as more than a carmaker, with AI, autonomy, robotaxis and Optimus carrying a large part of the long-term narrative. That creates enormous upside if execution matches the vision, but also leaves little room for disappointment. For this earnings report, I care less about another ambitious timeline and more about automotive margins, free cash flow and evidence that AI spending is moving towards monetisation. If I owned TSLA, I would hold rather than chase before earnings. Stronger margins plus tangible autonomy progress could justify adding later. Weak margins accompanied by more promises would make me cautious. Tesla has plenty of optionality. The question is how much of tomorrow investors should pay for today.

asml can buy. got nice triangle formation. price tightening.

C. still waiting for fsd robots and flying cars to boost Tesla s growth rate

that video is of a marketing stunt. Amazing to see that work, but it is a long way from that to "a flying car", by which I mean something where you can actually go somewhere in the air. The marketing does seem to be effective so far though: "earnings of 45 cents per share" that cost (now) over $350

Tesla just made a car fly. Now comes the harder part: convincing Wall Street it can deliver stronger profits. $Tesla Motors(TSLA)$ On Thursday, Elon Musk unveiled the long-awaited next-generation Roadster, complete with SpaceX-developed thrusters that allowed the car to drive upside down, flip through the air and land on its wheels. The prototype also demonstrated a 0–60 mph time of less than one second. Investors liked what they saw. Tesla shares jumped 4.4% in early premarket trading Friday, But there's a catch. The Roadster was first unveiled in 2017, initially promised for 2020, and isn't expected to enter production until 2028. Musk has also acknowledged that the sports car is unlikely to make a meaningful contribution to Tesla's finances. Th

Sell-Off Pick” id=“62419”} 🅰️ ASML — I’d lean towards ASML for its strategic role in semiconductor manufacturing and long-term AI chip demand. The key is whether the sell-off offers a reasonable valuation, rather than simply buying because the price has fallen. 📈

TSMC delivered a clear beat-and-raise quarter but fell with the broader chip sector. Charles Schwab also declined as a small net-interest-margin miss overshadowed record asset gathering. After the bell, rising costs hit J.B. Hunt, while Interactive Brokers’ dividend increase failed to produce a rally. $Taiwan Semiconductor Manufacturing(TSM)$ lost 1.8% TSMC is the world’s largest contract chipmaker and manufactures advanced processors for Nvidia, Apple and other technology companies. Third-quarter revenue jumped 41% to $46.72 billion, beating the $45.67 billion consensus. EPS of $4.60 per ADR topped the $4.46 estimate, while net income surged 69% to a record NT$763.1 billion. Advanced nodes accounted for 79% of wafer revenue, including an 8% contri

C. They all seem overvalued

My pick is ASML, but only at a sensible valuation. The market is confusing short-term weakness with deteriorating fundamentals. ASML reported €11.66 billion in Q3 revenue, a 57.5% gross margin, and expects full-year sales of €44–45 billion. Customers are already discussing orders for 2029 and 2030, suggesting AI demand will endure. Morgan Stanley is also impressive, with equity-trading revenue surging 41% and wealth-management revenue reaching a record $9.07 billion. However, trading income is cyclical, and strong quarterly results may not last. My conclusion: ASML offers the stronger long-term advantage. Its EUV technology is extraordinarily difficult to replicate, creating a powerful competitive moat. But a great company isn't automatically a great investment at any price. I'd scale in g

I pick A $ASML Holding NV(ASML)$ after sell-off. Both beat earnings but fell with market ytd. $MS reported $3.03 vs $2.91 est, trading $5.79B beat by $900M but down 2.8% on hot inflation. $ASML Holding NV(ASML)$ also beat EPS, raised 2026 forecast 3rd time, CEO said AI demand will outstrip equipment supply in 2027/28 and clients ordering for 2029/30, but down 3.9%

I would lean towards $ASML Holding NV(ASML)$ for the long term. AI demand is still driving the need for advanced chips, and the fact that customers are already discussing orders for 2029 & 2030 gives me confidence in its long-term growth potential. However, strong demand does not automatically mean the stock is cheap, especially after a strong rally. For Morgan Stanley, I like its diversified business model & wealth management segment, but trading income can fluctuate with market conditions. I would rather invest in a business with a strong competitive advantage & a clear long-term growth driver than rely too heavily on short-term market activity. Personally, I would not rush to buy either just because they have pulled back. I would k

BlackRock managed a small gain after attracting $205 billion of new money. ASML and Morgan Stanley both exceeded profit expectations but declined with technology and financial stocks. Bank of America suffered the sharpest drop after a regulatory penalty compounded an underlying earnings miss. $BlackRock(BLK)$ Record inflows provide rare shelter BlackRock is the world’s largest asset manager and the owner of the iShares ETF franchise. Third-quarter revenue rose 19% to $7.75 billion, beating the roughly $7.5 billion consensus. Adjusted EPS jumped 38% to $15.93, well above the $14.13 estimate. Clients added $205 billion during the quarter, including $134.5 billion into iShares ETFs and $78.2 billion into fixed-income products. Assets under management

🩷Good

Pltr definitely but I sold her off already. Ah, the classic stock market experience: watching everyone else’s software stocks jump 35% while you stare intensely at Twilio doing its absolute best to maintain a whopping +0.56%. Hang in there, buddy, you are basically beating inflation today! But hey, the AI revenue is surging by 221%, so at least our future robot overlords are making bank while we check our portfolios

Ah, the classic stock market experience: watching everyone else’s software stocks jump 35% while you stare intensely at Twilio doing its absolute best to maintain a whopping +0.56%. Hang in there, buddy, you are basically beating inflation today!The app is offering a casual reward of 1,000 "Tiger Coins," which sounds exactly like the kind of currency I will use to buy a fictional yacht in a simulated metaverse because my real portfolio is currently down. The post asks, "Is it too late to buy?" and honestly, if you have to ask a community forum with exactly two comments while a giant graphic of surging stocks screams at you, the answer is usually: yes, you missed the boat, and buying now ensures you will single-handedly trigger the correction.But hey, the AI revenue is surging by 221%, so a

Stay away as more risk after a surge with likely profit taking.

I would stay away if trump has stake, because we all well known his tweet his tweet has strong power can swing the market.

I’d stay away from chasing the 10% jump for now. $Dell Technologies Inc.(DELL)$ numbers are clearly impressive, especially the $95B AI server backlog and upgraded outlook, but after such a sharp post-earnings move, I’d rather wait for the market to digest the news than buy purely on momentum. The AI infrastructure demand is definitely encouraging, and Dell is becoming an important beneficiary of the ongoing data-center buildout. However, I’d also keep an eye on margins, execution and how much of that backlog ultimately converts into sustainable free cash flow. A huge backlog is great, but valuation matters too. So personally, I’d hold my existing exposure but not chase the spike. If Dell pulls back after the initial excitement, I’d be more comfo

I’d follow the trend, but not chase the 10% spike. Dell’s numbers are too strong to ignore: AI-server orders hit $60.9B, backlog reached a record $95B, and FY27 revenue guidance jumped to $192B. What makes Dell interesting is that this isn’t just an “AI story”—traditional servers, networking and storage are accelerating too. The key risk is valuation after a huge run, plus margins and cash flow as Dell scales capacity. As for Trump’s reported Dell stake, I wouldn’t make that the investment thesis. The backlog is the thesis. My play: hold/buy on pullbacks, not chase the first green candle. Dell looks like one of the cleaner ways to ride the AI infrastructure boom. @Tiger_Earnings [财迷]

Tesla just made a car fly. Now comes the harder part: convincing Wall Street it can deliver stronger profits. $Tesla Motors(TSLA)$ On Thursday, Elon Musk unveiled the long-awaited next-generation Roadster, complete with SpaceX-developed thrusters that allowed the car to drive upside down, flip through the air and land on its wheels. The prototype also demonstrated a 0–60 mph time of less than one second. Investors liked what they saw. Tesla shares jumped 4.4% in early premarket trading Friday, But there's a catch. The Roadster was first unveiled in 2017, initially promised for 2020, and isn't expected to enter production until 2028. Musk has also acknowledged that the sports car is unlikely to make a meaningful contribution to Tesla's finances. Th

B. Cautiously bullish. Tesla is increasingly valued as more than a carmaker, with AI, autonomy, robotaxis and Optimus carrying a large part of the long-term narrative. That creates enormous upside if execution matches the vision, but also leaves little room for disappointment. For this earnings report, I care less about another ambitious timeline and more about automotive margins, free cash flow and evidence that AI spending is moving towards monetisation. If I owned TSLA, I would hold rather than chase before earnings. Stronger margins plus tangible autonomy progress could justify adding later. Weak margins accompanied by more promises would make me cautious. Tesla has plenty of optionality. The question is how much of tomorrow investors should pay for today.

B. 📈 Cautiously bullish — excited by Tesla’s flying Roadster innovation, but waiting for stronger margins and profits before buying more.

TSMC delivered a clear beat-and-raise quarter but fell with the broader chip sector. Charles Schwab also declined as a small net-interest-margin miss overshadowed record asset gathering. After the bell, rising costs hit J.B. Hunt, while Interactive Brokers’ dividend increase failed to produce a rally. $Taiwan Semiconductor Manufacturing(TSM)$ lost 1.8% TSMC is the world’s largest contract chipmaker and manufactures advanced processors for Nvidia, Apple and other technology companies. Third-quarter revenue jumped 41% to $46.72 billion, beating the $45.67 billion consensus. EPS of $4.60 per ADR topped the $4.46 estimate, while net income surged 69% to a record NT$763.1 billion. Advanced nodes accounted for 79% of wafer revenue, including an 8% contri

that video is of a marketing stunt. Amazing to see that work, but it is a long way from that to "a flying car", by which I mean something where you can actually go somewhere in the air. The marketing does seem to be effective so far though: "earnings of 45 cents per share" that cost (now) over $350

C. still waiting for fsd robots and flying cars to boost Tesla s growth rate

asml can buy. got nice triangle formation. price tightening.

BlackRock managed a small gain after attracting $205 billion of new money. ASML and Morgan Stanley both exceeded profit expectations but declined with technology and financial stocks. Bank of America suffered the sharpest drop after a regulatory penalty compounded an underlying earnings miss. $BlackRock(BLK)$ Record inflows provide rare shelter BlackRock is the world’s largest asset manager and the owner of the iShares ETF franchise. Third-quarter revenue rose 19% to $7.75 billion, beating the roughly $7.5 billion consensus. Adjusted EPS jumped 38% to $15.93, well above the $14.13 estimate. Clients added $205 billion during the quarter, including $134.5 billion into iShares ETFs and $78.2 billion into fixed-income products. Assets under management

Sell-Off Pick” id=“62419”} 🅰️ ASML — I’d lean towards ASML for its strategic role in semiconductor manufacturing and long-term AI chip demand. The key is whether the sell-off offers a reasonable valuation, rather than simply buying because the price has fallen. 📈

I would lean towards $ASML Holding NV(ASML)$ for the long term. AI demand is still driving the need for advanced chips, and the fact that customers are already discussing orders for 2029 & 2030 gives me confidence in its long-term growth potential. However, strong demand does not automatically mean the stock is cheap, especially after a strong rally. For Morgan Stanley, I like its diversified business model & wealth management segment, but trading income can fluctuate with market conditions. I would rather invest in a business with a strong competitive advantage & a clear long-term growth driver than rely too heavily on short-term market activity. Personally, I would not rush to buy either just because they have pulled back. I would k

My pick is ASML, but only at a sensible valuation. The market is confusing short-term weakness with deteriorating fundamentals. ASML reported €11.66 billion in Q3 revenue, a 57.5% gross margin, and expects full-year sales of €44–45 billion. Customers are already discussing orders for 2029 and 2030, suggesting AI demand will endure. Morgan Stanley is also impressive, with equity-trading revenue surging 41% and wealth-management revenue reaching a record $9.07 billion. However, trading income is cyclical, and strong quarterly results may not last. My conclusion: ASML offers the stronger long-term advantage. Its EUV technology is extraordinarily difficult to replicate, creating a powerful competitive moat. But a great company isn't automatically a great investment at any price. I'd scale in g

I pick A $ASML Holding NV(ASML)$ after sell-off. Both beat earnings but fell with market ytd. $MS reported $3.03 vs $2.91 est, trading $5.79B beat by $900M but down 2.8% on hot inflation. $ASML Holding NV(ASML)$ also beat EPS, raised 2026 forecast 3rd time, CEO said AI demand will outstrip equipment supply in 2027/28 and clients ordering for 2029/30, but down 3.9%

C. They all seem overvalued

🩷Good

Retail earnings took center stage Thursday, and the signals were sharply mixed. Walmart suffered its biggest drop in years after a rare sales miss, while Ross Stores rallied on strong demand for discounted goods $Wal-Mart(WMT)$-9.2% Walmart is the largest U.S. retailer, selling groceries, household goods, apparel and general merchandise through stores and online. Walmart reported adjusted EPS of $0.81, while revenue came in around $187.9 billion, both above expectations. The weak spot was U.S. comparable sales, which rose just 2.6%, well below the 3.8% analysts expected and the slowest growth in six years. The company still raised its full-year outlook, forecasting sales growth of 4%–5% and adjusted EPS of $2.80–$2.87. But traffic growth slowed, co

Tuesday delivered several sharp earnings moves. Baidu was the biggest high-profile loser as its advertising business weakened, while Amer Sports gained on another strong quarter. After the bell, La-Z-Boy plunged and Keysight bounced on a beat-and-raise report. $Klarna Group plc(KLAR)$-23% Klarna is a Swedish fintech company best known for “buy now, pay later” payment services. Klarna reported Q2 revenue of $1.04 billion, up 27% year over year, while the company swung to a $9 million net profit, better than expectations for a loss. GMV rose 18% to $36.6 billion, with U.S. GMV growing 27%. The problem was guidance. Klarna cut its 2026 revenue forecast to $4.08 billion–$4.16 billion, down from $4.34 billion previously, and lowered GMV guidance to $14

Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th

Dell surged after raising its full-year outlook on booming AI server demand, while Palo Alto Networks gained on strong security growth. MongoDB, meanwhile, beat estimates and raised guidance but still sold off sharply as investors looked for faster growth from its Atlas cloud business. $Dell Technologies Inc.(DELL)$ +10% after hours Dell sells PCs, storage systems and servers used by enterprises and cloud providers. Fiscal second-quarter revenue jumped 58% to a record $47 billion, topping Wall Street’s estimate of about $44.9 billion. Adjusted earnings came in at $7.04 per share, well above the $4.91 expected. AI server revenue doubled to $16.4 billion, while new AI orders reached $60.9 billion. Dell ended the quarter with a record $95 billion AI

Consumer earnings were in focus Wednesday, and the market reactions were surprisingly strong. Estée Lauder surged 16% as China and fragrance demand improved, while Target gained 4% after raising its full-year outlook. Lowe’s also moved higher despite softer sales, while TJX fell even after beating expectations. $Estee Lauder(EL)$ +16.3% Estée Lauder is a global beauty company behind brands including Estée Lauder, Clinique, M.A.C, Tom Ford Beauty and Le Labo. Estée Lauder delivered a strong finish to fiscal 2026, with Q4 sales of $3.63 billion, ahead of the $3.54 billion Wall Street expected. Adjusted EPS came in at $0.39, beating the $0.32 consensus. Luxury fragrance remained the standout. Fragrance sales rose 10%, helped by Tom Ford and Le Labo, wh

Wednesday delivered one of the busiest tech earnings nights of the season. Nvidia crushed expectations again, Salesforce and CrowdStrike surged on stronger AI demand, while Abercrombie jumped more than 35% after raising its outlook. $NVIDIA(NVDA)$+4% after hours Nvidia makes the GPUs and computing systems that power most advanced AI data centers. Fiscal Q2 revenue reached $96.2 billion, up 106% year over year, beating Wall Street’s roughly $92.3 billion estimate. Adjusted EPS came in at $2.22, ahead of the $2.09 consensus. Data Center revenue surged 117% to $89 billion. The outlook was also strong. Nvidia expects Q3 revenue of about $108 billion, above estimates near $104–$105 billion. Vera Rubin is now ramping into full production