$PDD Holdings (PDD.US)$
🔹 Non-GAAP Diluted EPS: ¥18.59 (Est. ¥19.58) 🔴
🔹 Revenue: ¥99.35B (Est. ¥102.83B) 🔴; UP +44% YoY
🔹 Non-GAAP Oper. Margin: 26.9% (Est. 27.4%) 🔴
🔹 Adj net income ¥27.46B, (EST ¥29.21B) 🔴
Revenue Breakdown:
🔸 Transaction Services: ¥50.0B (Est. ¥53B) 😕; UP +72% YoY
🔸 Online Marketing Services & Others: ¥49.35B (Est. ¥49.06B) 😑; UP +24% YoY
Expenses:
🔹 Cost of Revenue: ¥39.71B; UP +48% YoY
🔹 Sales & Marketing Expenses: ¥30.48B; UP +40% YoY
🔹 ...

$Palantir (PLTR.US)$ $Invesco QQQ Trust (QQQ.US)$
Palantir on November 14, 2024 filed an 8k detailing the company's decision to transfer its stock listing from the New York Stock Exchange (NYSE) to the Nasdaq Global Select Market (Nasdaq). This move will officially take place after market close on November 25, 2024, with trading on Nasdaq beginning on November 26, 2024 under the same ticker symbol, PLTR.
Key Highlights...

ABSOLUTELY BLOWOUT $Alphabet-C (GOOG.US)$ numbers! 👏👌🚀🙇‍♂️My wife just spontaneously orgasmed reading them. Rev +15%. Cloud +35% 😳 Wow! Subscriptions +28%, YouTube +12%. Op margin UP to 32%! Cost control 👍 still going! America, F*ck Yeah! 🇺🇸 Extra raita & poppadoms for Sundar-bae! 🥰

$Amazon (AMZN.US)$ N-T set up looks challenging as investors fear Q4 EBIT guide will miss cons. due to weak consumer and AWS compression from record 1H mgns. Also, stock has rebounded since Q2 earnings and is beating GOOGL & MSFT YTD. We think mgn fears are overblown as cost discipline continue under CEO Jassy, high-mgn AWS and Advertising outgrow retail, and macro is stable. Valuation attractive at 12.1x EV/EBITDA-N...

$NVIDIA (NVDA.US)$ 's design flaw with Blackwell AI chips now fixed, CEO says Reuters
- We had a design flaw in Blackwell, It was functional, but the design flaw caused the yield to be low. It was 100% Nvidia's fault.
- In order to make a Blackwell computer work, seven different types of chips were designed from scratch and had to be ramped into production at the same time.
- What TSMC did, was to help us recover from that yield difficulty and resume the manufacturing of Blackwell at an in...

$Taiwan Semiconductor (TSM.US)$ - the company that is $28B away from crossing $1T in market cap reported earnings this morning:
✅Revenue: $23.5B vs. $23.3B expected
✅EPS: $0.39 vs. $0.36 expected
✅Operating margin: 47.5% vs. 44.0% expected
✅The world’s largest contract chip manufacturer and a leader in cutting-edge semiconductor technology, particularly in producing chips at advanced nodes like 5nm and 3nm.
✅Long-term contracts with major clients like Apple, Nvidia, and AMD provides a steady revenue str...

$ASML Holding (ASML.US)$
- Q3 bookings of €2.63B (vs. est. of €5.39B)
- '25 sales at €30-35B (vs. est. of €35.94B)
What's going on?
1. "competitive foundry dynamic" aka $Intel (INTC.US)$ cut capex 
2. "Limited capacity additions in memory" aka  $Micron Technology (MU.US)$ & SK Hynix are converting existing overcapacity for HBM
3. This is on top of China restrictions (the only booming market for equipment)
People miss that semi-equipment follows its own cycle and is facing so...

The $500B online ad market visualized.
Almost 4x in the last 10 years.
$Alphabet-A (GOOGL.US)$ , $Meta Platforms (META.US)$ , $Amazon (AMZN.US)$ , $Microsoft (MSFT.US)$ , $Snap Inc (SNAP.US)$ , $Pinterest (PINS.US)$ .

$NVIDIA (NVDA.US)$ The market is finally waking up to the fact that Blackwell orders are coming in the 100Ks compared to the Hopper in the 10Ks.
Here are 5 data points that came out over the past few days that confirm our thesis: 
1. Foxconn CEO said that demand for Blackwell is "Crazy" - adding a new facility in Mexico to satisfy Blackwell orders
2. $Super Micro Computer (SMCI.US)$ said it is shipping over 100K GPUs per quarter (didn't cite Blackwell, but not much else out there)
3. $Microsoft (MSFT.US)$ is announ...

$NVIDIA (NVDA.US)$
- Nvidia’s Blackwell chips are now entering volume production, with demand from major customers driving significant growth potential for the company
- The Hopper H200 chips are seeing increased demand from smaller cloud service providers and sovereign AI projects
- Blackwell chips are expected to see 450,000 units produced in the fourth quarter of 2024, translating into a potential revenue opportunity exceeding $10...