$Intel (INTC.US)$
Intel Q4 2025 earnings conference call is scheduled for January 22 at 5:00 PM ET /January 23 at 6:00 AM SGT /January 23 at 9:00 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Intel's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Intel's management has to say!
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This presentation is for information and e...

$Taiwan Semiconductor (TSM.US)$ Why the drop? Shouldn't such a good earnings report lead to a surge?

$Taiwan Semiconductor (TSM.US)$
TSMC Q4 2025 earnings conference call is scheduled for January 15 at 1:00 AM ET /January 15 at 2:00 PM SGT /January 15 at 5:00 PM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from TSMC's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information ...

Judging from Bitcoin, the market isn't overpricing the Federal Reserve's independence
$Alphabet-C (GOOG.US)$ $Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $Invesco QQQ Trust (QQQ.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $Apple (AAPL.US)$ $Oracle (ORCL.US)$ $NVIDIA (NVDA.US)$ $Micron Technology (MU.US)$

$Defiance Daily Target 2X Long AVGO ETF (AVGX.US)$ market waiting boj decisions

$Tesla (TSLA.US)$ to9 will drop, trust me

Recently, $Figma Inc (FIG.US)$ The stock price has continued to decline after a high opening at the IPO. Since I still hold a position and maintain interest in the company’s long-term product strength and industry standing, I have conducted a systematic breakdown of its fundamentals, attempting to provide a clearer understanding from the perspectives of background, products, profit model, financial data, major risks, and operational recommendations , to help readers objectively understand the core contradictions behind the current valuation. The original analysis is lengthy, and this article presents a condensed version of the key conclusions for reference and discussion within the moomoo community.
Before delving into the specific analysis, it is necessary to introduce a frequently overlooked yet crucial concept for understanding Figma:SBC (Stock-Based Compensation, equity incentives),SBC is not a 'cost-free' expense. As Buffett emphasized in his earlier shareholder letters,if stock-based compensation is not treated as a real cost at the accounting level, its economic substance is equivalent to continuously transferring shareholders' equity to management and employees in a non-cash form.。This point is particularly critical for SaaS companies characterized by high growth and substantial equity incentives and serves as an important premise for understanding Figma's current EPS, ROE, net profit margin, and valuation discount phenomena.
At a stage where fundamentals have yet to be fully realized and valuations still heavily rely on future expectations, the continuous issuance of SBC (Share-Based Compensation) coupled with management's selling behavior after the IPO lock-up period often leads to...

$Tesla (TSLA.US)$ nothing goes up forever