Lucid Traveler
voted
Hi mooers!
Need a quick update on the week of Jul 20–Jul 24 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Tesla (TSLA.US)$ , $Alphabet-A (GOOGL.US)$, $Intel (INTC.US)$, $Nokia Oyj (NOK.US)$, and $IBM Corp (IBM.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a gues...
Need a quick update on the week of Jul 20–Jul 24 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Tesla (TSLA.US)$ , $Alphabet-A (GOOGL.US)$, $Intel (INTC.US)$, $Nokia Oyj (NOK.US)$, and $IBM Corp (IBM.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a gues...
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Lucid Traveler
commented on
$Netflix (NFLX.US)$ Sure, Q3 guidance missed, but the actual results weren’t really that bad. Revenue is still seeing double digit growth in every region and ad revenue is still on track.
But what I REALLY don’t like is Netflix cutting its engagement report from twice to just once a year. That’s insane, especially since they don’t even provide subscriber numbers anymore. This lack of transparency is a major red flag to me.
But what I REALLY don’t like is Netflix cutting its engagement report from twice to just once a year. That’s insane, especially since they don’t even provide subscriber numbers anymore. This lack of transparency is a major red flag to me.
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Lucid Traveler
voted
The latest market action looks increasingly consistent with Morgan Stanley's AI rotation thesis.
On July 15, $Apple (AAPL.US)$ rose nearly 4% to a record high, while $Microsoft (MSFT.US)$ , $Amazon (AMZN.US)$ , $Alphabet-C (GOOG.US)$ and $Meta Platforms (META.US)$ all gained around 3%.
Semiconductors moved in the opposite direction. $Micron Technology (MU.US)$ fell nearly 8%, $SanDisk (SNDK.US)$ dropped more than 8%, $Western Digital (WDC.US)$ lost about 9%, ...
On July 15, $Apple (AAPL.US)$ rose nearly 4% to a record high, while $Microsoft (MSFT.US)$ , $Amazon (AMZN.US)$ , $Alphabet-C (GOOG.US)$ and $Meta Platforms (META.US)$ all gained around 3%.
Semiconductors moved in the opposite direction. $Micron Technology (MU.US)$ fell nearly 8%, $SanDisk (SNDK.US)$ dropped more than 8%, $Western Digital (WDC.US)$ lost about 9%, ...
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Lucid Traveler
voted
Hi mooers! 👋
🔥 The final is set! Spain and Argentina are the last two teams standing, with the World Cup trophy on the line. After weeks of predictions, it all comes down to one final match! 🏆
Round 11 is here! 🎉 The World Cup Predictor series has reached the July 19 final, and we’re switching it up for the grand finale. Rack up points, extend your streak, and make one last push for that Win Streak General badge....
🔥 The final is set! Spain and Argentina are the last two teams standing, with the World Cup trophy on the line. After weeks of predictions, it all comes down to one final match! 🏆
Round 11 is here! 🎉 The World Cup Predictor series has reached the July 19 final, and we’re switching it up for the grand finale. Rack up points, extend your streak, and make one last push for that Win Streak General badge....
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Lucid Traveler
voted
$Taiwan Semiconductor (TSM.US)$ , the world's leading foundry and the ultimate "picks-and-shovels" play in AI, reported Q2 results today that beat expectations across the board. The market is now watching whether this can reverse the sluggish sentiment around semiconductors.
Core Financial Indicators
– Revenue: Q2 revenue came in at US$40.2B, up 34% YoY and 12% QoQ, beating the consensus estimate of US$39.3B and reaching the top e...
Core Financial Indicators
– Revenue: Q2 revenue came in at US$40.2B, up 34% YoY and 12% QoQ, beating the consensus estimate of US$39.3B and reaching the top e...
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Lucid Traveler
voted
Hi mooers! 👋
🔥 What a quarterfinal round! France, Spain, England, and Argentina have survived the pressure and punched their tickets to the final four. From France and Spain’s blockbuster showdown in Dallas to England and Argentina’s clash in Atlanta, the semifinals are officially set! 🙌
Huge shoutout to everyone who made the right call last round — your points are on the way!
Round 9 is here! 🎉 This time we’re switching it up. The World Cup...
🔥 What a quarterfinal round! France, Spain, England, and Argentina have survived the pressure and punched their tickets to the final four. From France and Spain’s blockbuster showdown in Dallas to England and Argentina’s clash in Atlanta, the semifinals are officially set! 🙌
Huge shoutout to everyone who made the right call last round — your points are on the way!
Round 9 is here! 🎉 This time we’re switching it up. The World Cup...
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Lucid Traveler
voted
$Meta Platforms (META.US)$ posted a cumulative weekly gain of nearly 15% last week (July 6–10, 2026), marking its best weekly performance since February 2024. This rally erased all of its year-to-date losses, making Meta the leading gainer among the Magnificent Seven tech stocks. The surge was driven by the resolution of previous negative concerns that had weighed on its stock price, compounded ...
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Lucid Traveler
voted
SemiAnalysis recently reported that Anthropic is projected to achieve $1 billion in GAAP EBITDA by the third quarter of 2026, translating to a profit margin of approximately 6%. Meanwhile, its Annual Recurring Revenue (ARR) has surged from $9 billion at the end of 2025 to over $60 billion currently. If Anthropic maintains a monthly Net New ARR (NNARR) pace of around $15 billion, its ARR could reach $300 billion by the end of 2027. T...
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Lucid Traveler
voted
Hi mooers! 👋
🔥 What a Round of 16 it's been! Spain edged past Portugal in an emotional finale to Ronaldo's World Cup career, while Belgium, Argentina, and Switzerland all punched their tickets too. The quarterfinal lineup is officially locked in! 🙌Huge shoutout to everyone who's been calling these right — your points are on the way!
Round 8 is here! 🎉 This time we're switching it up. The World Cup Predictor series rolls on, all the way ...
🔥 What a Round of 16 it's been! Spain edged past Portugal in an emotional finale to Ronaldo's World Cup career, while Belgium, Argentina, and Switzerland all punched their tickets too. The quarterfinal lineup is officially locked in! 🙌Huge shoutout to everyone who's been calling these right — your points are on the way!
Round 8 is here! 🎉 This time we're switching it up. The World Cup Predictor series rolls on, all the way ...
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Lucid Traveler
voted
BofA Securities just published a new report on internet hyperscaler capex, and the takeaway is clear: AI infrastructure spending may go even higher.
This matters not only for Alphabet, Amazon and Meta. For the semiconductor market, hyperscaler capex may be the most important short-term variable in Q2 earnings season.
If capex is raised or stays high, it supports the demand outlook for GPUs, ASICs, HBM, AI servers, advanced packaging, networking...
This matters not only for Alphabet, Amazon and Meta. For the semiconductor market, hyperscaler capex may be the most important short-term variable in Q2 earnings season.
If capex is raised or stays high, it supports the demand outlook for GPUs, ASICs, HBM, AI servers, advanced packaging, networking...
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