nerdbull1669
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Hello, mooers. ![]()
Welcome to our "Moomoo Community Trending" column, where we showcase the post our mooer loved the most over this week. Have you ever earned a 36.9% gain with zero cost? See one of the mooer's options wheel strategy in action. Each featured mooer has been awarded 1,000 points, which have already been distributed. You can view your point transactions [visit Me > My Rewards] and redeem the points in the Rewards Club [visit Me > Re...
Welcome to our "Moomoo Community Trending" column, where we showcase the post our mooer loved the most over this week. Have you ever earned a 36.9% gain with zero cost? See one of the mooer's options wheel strategy in action. Each featured mooer has been awarded 1,000 points, which have already been distributed. You can view your point transactions [visit Me > My Rewards] and redeem the points in the Rewards Club [visit Me > Re...
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Current market analysis and recent activity, as of December 2025, suggest that sector rotations away from a narrow focus on AI tech are currently in progress and are expected to continue.
AI spending not generating sufficient investment returns —exemplified by weak earnings from companies like Oracle and mixed signals from Broadcom— are accelerating a sector rotation away from the AI tr...
AI spending not generating sufficient investment returns —exemplified by weak earnings from companies like Oracle and mixed signals from Broadcom— are accelerating a sector rotation away from the AI tr...
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nerdbull1669
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$Micron Technology (MU.US)$ upcoming Fiscal Q1 2026 earnings, which is scheduled for Wednesday, December 17, 2025 (After Market Close).
We need to be aware of the concerns about the "beat and drop" phenomenon seen with $Broadcom (AVGO.US)$ dropping more than 4% even though it handily beat estimates for its fiscal fourth quarter and with its guidance for the current period.
Consensus Expectations:
Revenue:~$12.5B – $12.7B (a...
We need to be aware of the concerns about the "beat and drop" phenomenon seen with $Broadcom (AVGO.US)$ dropping more than 4% even though it handily beat estimates for its fiscal fourth quarter and with its guidance for the current period.
Consensus Expectations:
Revenue:~$12.5B – $12.7B (a...
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nerdbull1669
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$Broadcom (AVGO.US)$ expects AI revenue growth to accelerate even higher in 2026, and Broadcom CEO sees spending momentum by customers for AI to continue to accelerate in 2026, but why is Broadcom share price still not surging after earnings release?
In this article we would like to discuss why Broadcom (AVGO) didnotsurge despite bullish AI commentary, what this signals about market expectations, and how investors...
In this article we would like to discuss why Broadcom (AVGO) didnotsurge despite bullish AI commentary, what this signals about market expectations, and how investors...
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nerdbull1669
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In 2026, the AI boom is projected to peak in intensity as CreditSights expects the top five hyperscalers to increase combined capex by approximately 36% to about 602 billion USD, up from roughly 443 billion USD in 2025, with nearly 75% allocated to AI semiconductors. $Microsoft (MSFT.US)$ has already recorded 34.9 billion USD in quarterly capex and projects an increase in 2026, while $Meta Platforms (META.US)$ has raised its 2025 guidance to ...
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nerdbull1669
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Oracle’s Q2 FY26 results showcase a soaring AI cloud backlog and strong OCI growth, but also sharply higher capex, negative free cash flow and rising debt, putting Oracle’s balance sheet in the spotlight.
From here, the story is less about signing even bigger AI deals, and more about turning the existing backlog into revenue, earnings and cash while keeping the balance sheet under control.
Key Financial Results
For Q2 FY26 (quarter ended N...
From here, the story is less about signing even bigger AI deals, and more about turning the existing backlog into revenue, earnings and cash while keeping the balance sheet under control.
Key Financial Results
For Q2 FY26 (quarter ended N...
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nerdbull1669
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With institutional bullish, Silver at all-time high, as of early December 2025, the Gold-to-Silver Ratio is around 68.5 to 75:1, now the ratio goes below $68, so a high ratio (above 80) suggests silver is undervalued; a low ratio (below 50) suggests gold is undervalued.
In this article, I would like to share a structured, investment-grade assessment of the Gold–Silver environment and how to position across GLD and SLV g...
In this article, I would like to share a structured, investment-grade assessment of the Gold–Silver environment and how to position across GLD and SLV g...
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nerdbull1669
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Hi mooers!
Welcome back to our monthly Moo Leaderboards! Let's take a moment to celebrate and appreciate these outstanding contributors in community!
Check out the list to see if your favorite mooers have made it! Be sure to search for their names in the Moo Community and follow them for more exceptional content!
Top 10 influential mooers of November
Congratulations to @v風v @包小姐的养老金 @Windowsmill @nerdbull1669 @Watermelon Bull @0xdylan @DrJaguar8 @Adipose fin ...
Welcome back to our monthly Moo Leaderboards! Let's take a moment to celebrate and appreciate these outstanding contributors in community!
Check out the list to see if your favorite mooers have made it! Be sure to search for their names in the Moo Community and follow them for more exceptional content!
Top 10 influential mooers of November
Congratulations to @v風v @包小姐的养老金 @Windowsmill @nerdbull1669 @Watermelon Bull @0xdylan @DrJaguar8 @Adipose fin ...
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$Adobe (ADBE.US)$ Q4 earnings and FY2026 guidance beat expectations, they also announced the integration of Photoshop, Adobe Express and Acrobat apps into ChatGPT, this integration looks like Adobe is going for a broader push of its tools into conversational AI platforms, so that this could help their users to reduce the need to switch between different applications. But we are seeing that investors are still concerned of t...
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nerdbull1669
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The decline in $Oracle (ORCL.US)$'s share price after its mixed fiscal Q2 results, despite an increase in its Remaining Performance Obligations (RPO) and AI-driven cloud revenue, has indeed intensified the debate around a potential "AI bubble."
Oracle's situation is often cited as a key example of the risks inherent in the AI boom. In this article, I would like to examine the breakdown of the key factors that lead investors to debate whethe...
Oracle's situation is often cited as a key example of the risks inherent in the AI boom. In this article, I would like to examine the breakdown of the key factors that lead investors to debate whethe...
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nerdbull1669 : Thanks for featuring my article, much appreciated!