What governs Bitcoin (BTC)'s price and where is it headed? (No Paywall)
By Yimin Xu - a thorough analysis of Bitcoin'
All Stock Earnings Reviews
Pinterest Q2 FY12/24 Earnings Review
$PINS Q2 was rock solid. Growth decelerated some & the guide is for further deceleration. But the stock remains inexpensive in our view and there is always the potential for the company to be acquired by a bigger friend.
AMD Q2 FY12/24 Earnings Review
$AMD Q2 was a solid print and the stock may benefit if the narrative of "an alternative to $NVDA" solidifies.
Microsoft Q4 FY6/24 Earnings Review (No Paywall)
Microsoft ($MSFT) reported its Q4 of its FY6/24 today after the close. The stock is off a little - around 6% at the time of writing (1645 Eastern) - but the print was good. Still the Big Dog! Price target $487.
Airbnb ($ABNB) – Pre-Earnings Check-In on This Online Travel Platform Giant
Airbnb (NASDAQ: ABNB) reported a robust Q1 FY12/2024 with TTM revenue growth stable at 18%, improved EBITDA and UFCF margins, and a strong balance sheet with $9.1 billion in net cash. Technical analysis suggests a potential a-b-c correction.
Tesla (TSLA) Q2 2024 Earnings Review (No Paywall)
By Yimin Xu. TSLA's fundamentals and technicals may
Raytheon Q2 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Northrop Grumman Q2 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Alphabet (GOOGL) Q2 2024 Earnings Review
ASML Q2 2024 earnings review
Summary:
* No surprises in ASML Q2 earnings;
* Management projects 35%