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Key Takeaways (AI-Generated)
Financial Performance:
- TSMC reported a sequential revenue increase of 5.7% in NT dollars, and 1.9% to TWD 33.7 billion in U.S. dollars in Q4 2025.
- Gross margin improved by 2.8 percentage points sequentially to 62.3%, with lower operating expenses at 8.4% of net revenue, contributing to an operating margin of 54%.
- Full-year 2025 saw a significant increase in revenue by 35.9% in U.S. dollars, and gross margin improved by 3.8 p...
Financial Performance:
- TSMC reported a sequential revenue increase of 5.7% in NT dollars, and 1.9% to TWD 33.7 billion in U.S. dollars in Q4 2025.
- Gross margin improved by 2.8 percentage points sequentially to 62.3%, with lower operating expenses at 8.4% of net revenue, contributing to an operating margin of 54%.
- Full-year 2025 saw a significant increase in revenue by 35.9% in U.S. dollars, and gross margin improved by 3.8 p...
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Many AI stocks have been crushed over the past few months.
Top 3 largest drawdowns so far:
1 | $CRWV -64%
2 | $IREN -53%
3 | $ORCL -48%
Most are still up significantly year to date though.
Top 3 largest drawdowns so far:
1 | $CRWV -64%
2 | $IREN -53%
3 | $ORCL -48%
Most are still up significantly year to date though.
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Key Takeaways (AI-Generated)
Financial Performance:
- Circle Internet Group reported strong financial results with total revenue and reserve income of $740 million, a 66% growth year-over-year.
- USDC in circulation grew 108% year-over-year to $73.7 billion, and onchain transactions using USDC grew by 580% to $9.6 trillion.
Business Progress:
- Launched Arc into public testnet with over 100 major participants. Exploring the possibility of launching a native...
Financial Performance:
- Circle Internet Group reported strong financial results with total revenue and reserve income of $740 million, a 66% growth year-over-year.
- USDC in circulation grew 108% year-over-year to $73.7 billion, and onchain transactions using USDC grew by 580% to $9.6 trillion.
Business Progress:
- Launched Arc into public testnet with over 100 major participants. Exploring the possibility of launching a native...
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Key Takeaways (AI-Generated)
Financial Performance
- Q3 revenue of $1.4 billion, up 134% year-over-year, beating expectations
- Revenue backlog reached $55.6 billion, almost doubling in Q3 and approaching 4x year-to-date
- Adjusted EBITDA of $838 million vs $379 million in Q3 2024, increasing 2x with 61% margin
- Net loss improved to $110 million from $360 million loss in Q3 2024
Business Highlights
- Expanded active power footprint by 120 megawatts to a...
Financial Performance
- Q3 revenue of $1.4 billion, up 134% year-over-year, beating expectations
- Revenue backlog reached $55.6 billion, almost doubling in Q3 and approaching 4x year-to-date
- Adjusted EBITDA of $838 million vs $379 million in Q3 2024, increasing 2x with 61% margin
- Net loss improved to $110 million from $360 million loss in Q3 2024
Business Highlights
- Expanded active power footprint by 120 megawatts to a...
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$Intel (INTC.US)$ happy weekend guys.
hope all of u had make a very good return. nevertheless i love INTEL deep deep. Heng Ong Huat Ahhh
hope all of u had make a very good return. nevertheless i love INTEL deep deep. Heng Ong Huat Ahhh
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