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“How did you go bankrupt? Two ways. Gradually, then suddenly”.
– Mike Campbell
The Sun Also Rises, Ernest Hemingway 1926
Successful investing, and especially trading, are like good comedy – it’s all in the timing. Just about every person who has bought and sold stocks has at least once held onto a stock too long, giving it “one more day”, until reality intervenes. An event, an announcement, and suddenly the stock is plunging, and cutting the posit...
– Mike Campbell
The Sun Also Rises, Ernest Hemingway 1926
Successful investing, and especially trading, are like good comedy – it’s all in the timing. Just about every person who has bought and sold stocks has at least once held onto a stock too long, giving it “one more day”, until reality intervenes. An event, an announcement, and suddenly the stock is plunging, and cutting the posit...
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Key Takeaways (AI-Generated)
Financial Performance
- Revenue surged 109% year-over-year to $1.01 billion, marking 8th consecutive quarter of growth
- Non-GAAP gross margin crossed 50% threshold, up 250 basis points sequentially
- Non-GAAP operating margin expanded to 36.6%, up 440 basis points sequentially
- Non-GAAP EPS of $3.23 exceeded prior expected range significantly
Business Highlights
- Achieved record 800 gig shipments and initiated production ...
Financial Performance
- Revenue surged 109% year-over-year to $1.01 billion, marking 8th consecutive quarter of growth
- Non-GAAP gross margin crossed 50% threshold, up 250 basis points sequentially
- Non-GAAP operating margin expanded to 36.6%, up 440 basis points sequentially
- Non-GAAP EPS of $3.23 exceeded prior expected range significantly
Business Highlights
- Achieved record 800 gig shipments and initiated production ...
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$Lumentum (LITE.US)$ reported results for its fiscal fourth quarter and full fiscal year ended June 27, 2026 on August 11 after market close. Overall results this quarter were strong, with revenue doubling and EPS beating by 8%, although the $7.8 billion one-time non-cash charge resulted in a massive book net loss. Meanwhile, strong next-quarter guidance validates optical communications...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
By Chancy
Wednesday saw a broad rally across AI hardware stocks, with strength spreading beyond chips into optical communications, memory, AI servers, and other infrastructure plays. As AI hardware staged a broad comeback, a sizable bullish trade also emerged in the options market for $Broadcom (AVGO.US)$.
Smart Money Sells Puts to Fund Calls
At 12:24 p.m. Wednesday, two large Broadcom options trades expiring Feb. 19, 20...
Wednesday saw a broad rally across AI hardware stocks, with strength spreading beyond chips into optical communications, memory, AI servers, and other infrastructure plays. As AI hardware staged a broad comeback, a sizable bullish trade also emerged in the options market for $Broadcom (AVGO.US)$.
Smart Money Sells Puts to Fund Calls
At 12:24 p.m. Wednesday, two large Broadcom options trades expiring Feb. 19, 20...
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U.S. equities moved higher on Thursday, with AI-linked memory stocks once again taking the lead. The $Invesco QQQ Trust (QQQ.US)$ rose 1.14%, $ProShares UltraPro QQQ ETF (TQQQ.US)$ gained 3.35%, while $SPDR S&P 500 ETF (SPY.US)$ advanced 0.67%, keeping the broader technology trade firmly supported.
The strongest action came from memory and storage. $SanDisk (SNDK.US)$ jumped 13.59%, $Western Digital (WDC.US)$ gained 7...
The strongest action came from memory and storage. $SanDisk (SNDK.US)$ jumped 13.59%, $Western Digital (WDC.US)$ gained 7...
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Key Takeaways:
• South Korea's Kospi Enters Technical Bull Market on AI-Driven Rally
• IBM and OpenAI Partner to Accelerate Enterprise AI Deployment
• Michael Burry Expands AI Shorts, Calls Nebius the 'Top of a Boom'
• Key Earnings: JD, AMAT, etc.
🔔Before the Bell
Stock futures ticked up Thursday as falling oil prices, anticipation of upcoming inflation data, and a wave of fresh corporate earnings kept Wall...
• South Korea's Kospi Enters Technical Bull Market on AI-Driven Rally
• IBM and OpenAI Partner to Accelerate Enterprise AI Deployment
• Michael Burry Expands AI Shorts, Calls Nebius the 'Top of a Boom'
• Key Earnings: JD, AMAT, etc.
🔔Before the Bell
Stock futures ticked up Thursday as falling oil prices, anticipation of upcoming inflation data, and a wave of fresh corporate earnings kept Wall...
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AI CapEx still carries real risks. Supply will eventually increase. Financing costs matter. Utilization can fall. And today's extremely strong pricing will not necessarily last forever.
But one of the bears' strongest arguments has clearly weakened.
For months the question was:
“What if everyone is spending hundreds of billions on AI infrastructure and the returns never show up?”
Q2 is starting to provide an answer.
The returns ...
But one of the bears' strongest arguments has clearly weakened.
For months the question was:
“What if everyone is spending hundreds of billions on AI infrastructure and the returns never show up?”
Q2 is starting to provide an answer.
The returns ...
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One investor day, and shares of $SanDisk (SNDK.US)$ jumped nearly 14%. The excitement isn't a new product — it's four expectations: an ~80% gross margin goal for FY28-30, NBM contracts locking in two-thirds of capacity, 100% of excess cash returned via buybacks, and HBF high-bandwidth flash betting on AI inference. Behind them lies one complete value chain — AI demand expands the flash market, NBM smooths earnings, tech upgrades cut capital, free cash flo...
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$Intel (INTC.US)$ CEO Lip-Bu Tan presents two distinct AI-infrastructure views: Intel’s operating agenda and his personal technology-investor lens.
📌 Ticker Map
Direct Intel Strategy
$Intel (INTC.US)$ — Direct management commentary on customer-oriented products, foundry, full-stack AI, CPU demand and memory-architecture exploration.
Full-Stack AI Comparisons
$Advanced Micro Devices (AMD.US)$ / $NVIDIA (NVDA.US)$ — CPU, GPU, sys...
📌 Ticker Map
Direct Intel Strategy
$Intel (INTC.US)$ — Direct management commentary on customer-oriented products, foundry, full-stack AI, CPU demand and memory-architecture exploration.
Full-Stack AI Comparisons
$Advanced Micro Devices (AMD.US)$ / $NVIDIA (NVDA.US)$ — CPU, GPU, sys...
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ZetaOne : Stop restricting so many stocks..
Tonyco : At least hes not perpetuating the "time in the market is better than timing the market" myth.
next myth to break: republicans are better at fiscal policy
102687059 Tonyco :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Michael McCarthy CEO OP ZetaOne : I understand what you're asking, and as a business we would like to offer as many market opportunities as possible. However safety is also a consideration, and the whole US share trading industry is working together to shut down "pump and dump" scammers. Many of the restrictions are not imposed by us, but by our upstream suppliers, meaning that even if we wanted to offer trading in hyper-volatile microcaps, we could not.
72158045 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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