$Netflix (NFLX.US)$ will report 2025 Q4 results and issue full-year 2026 guidance after the U.S. close on Tuesday.
Since the Q3 earnings release, Netflix shares are down -27%, significantly underperforming the S&P 500, which is up +3%. A major overhang has been uncertainty around a potential Warner acquisition.
Investors’ core concern is whether the deal could shift Netflix from a “high FCF + low leverage + buyback machine” into a...

$Meta Platforms (META.US)$
If 2025 is a setback for Meta, what about 2026? Invested in Sacle AI, Manus AI, costs cut on metaverse and reality lab, data centre and nuclear energy projects, and some major management changes and recruitments, despite the increasing capex. What’ll the monetization looks like?
Your thoughts?

TSMC Q4 NTD Revenue Beats Expectations, USD Revenue Growth Poised to Level Up
$Taiwan Semiconductor (TSM.US)$ released its December 2025 revenue data today. NTD revenue came in at NT$335 billion, representing a 20.4% year over year increase and a 2.5% month over month decline. This marks a record high for the period and exceeds the market expectation range of NT$292.5 billion to NT$310.9 billion. TSMC's Q4 2025 revenue totaled NT$1,046 billion, up 20% year ...

$Micron Technology (MU.US)$ has very strong fundamental and outperform earning. Can it surge up a record high daily gain result and maintained it like $NVIDIA (NVDA.US)$ in 2023 May during the AI Era?
Is the AI era back, led by Micron?
The high volume regular hour will be the main battle stage today, will the smart money go into profit taking and derisk or buy in to give a record high gain today?
Short-term gain or los...

$NVIDIA (NVDA.US)$ can buy right now?

$NVIDIA (NVDA.US)$
when we go back to 210 by feb everyone going to be like i shouldve bought at 170

$NVIDIA (NVDA.US)$ This year no Santa rally, only Chee bye rally!