$Apple(AAPL.US)$ $Meta Platforms(META.US)$
👉 Key Highlights:
📍 Apple and Meta have discussed integrating Meta’s generative AI model into Apple Intelligence.
📍 Apple aims to leverage Meta’s AI for iPhones and other devices.
📍 Meta and other AI companies could benefit from Apple’s massive distribution.
📍 Apple is seeking partners for complex AI tasks beyond its internal models.
📍 OpenAI’s ChatGPT is already integrated with Apple Int...

$Salesforce(CRM.US)$ Revenue hits $9.13B, EPS (GAAP) $1.56, up 680%! Strong cash flow with $6.25B, up 39% Y/Y!
Financial Performance
➡️ Total Revenue: $9.13 billion, up 11% year over year.
➡️ Subscription and Support Revenue: $8.59 billion, up 12% year over year.
➡️ GAAP Operating Margin: 18.7%.
➡️ Non-GAAP Operating Margin: 32.1%.
➡️ Diluted EPS (GAAP): $1.56, compared to $0.20 last year.
➡️ Diluted EPS (Non-GAAP): $2.44, compared to $1.69 last year.
👉 ...

$Salesforce(CRM.US)$ if the stock goes up before earnings, it typically gets sold down after earnings call. Just a trend a noticed lately among tech stocks.

$Palantir(PLTR.US)$ With this being talked about everywhere (whether positive, or negative), I don’t feel it’ll be this cheap for much longer.

$GigaCloud Technology(GCT.US)$ Have a look at the short interest... it continues to increase
Isn't this a strong signal that the price will be pushed down further ?

These are the stocks I observed and studied in May
Horse stocks:
$KGB(0151.MY)$ -- Long-term research, positions have already been opened. Results for the next two quarters will be the key
$KJTS(0293.MY)$ -- It takes time to research and believes that the current stock price is too high
US Equities:
$Garmin(GRMN.US)$ -- Long-term research, waiting for entry
$Lemonade(LMND.US)$ -- Long-term research, low positions, high risk investments, and high returns expected
$monday.com(MNDY.US)$ -- New observation, I'm optimistic that the explosive power is too high $Salesforce(CRM.US)$ , choose after making a trade-off
Kicked out of the watch list include
Horse stocks:
$EPMB(7773.MY)$ -- The outbreak of local automobile companies shows that the risk in the field is still very high, and it is not worth taking this risk at present
US Equities:
$Salesforce(CRM.US)$ -- Whether it's position or energy, it has already invested too many SaaS software stocks. After making trade-offs, I chose $monday.com(MNDY.US)$
$CRISPR Therapeutics(CRSP.US)$ -- Is it more practical to choose a medical stock or an ETF
Disclaimer: I'm just sharing the stocks I'm focusing on this month, and there are no trading suggestions. It's not me here...