It's been an exciting ride watching the Nasdaq 100 climb and now, with the annual component review just around the corner on December 13th, the anticipation is real! Names like $Palantir (PLTR.US)$ , $MicroStrategy (MSTR.US)$ , and $Coinbase (COIN.US)$ are in the spotlight, potentially joining the elite ranks. 👀
My strategy lately? Well, I've been keeping a close eye on these potential additions, especially since Nasdaq 100 shake-ups can really shake things up. You...

$NVIDIA (NVDA.US)$ Revenue: $35.1B (↑94% YoY) | EPS: $0.78 (↑111% YoY) | Data Center Revenue: $30.8B (↑112% YoY). AI demand leads! 🌐💻
Business Highlights:
➡️ Total Revenue:  $35.1B, up 94% YoY, driven by Data Center and Al demand.
➡️ Data Center Revenue: $30.88, up 112% YoY, fueled by Hopper computing platform and Al workloads.
➡️ Gaming Revenue: $3.288, up 15% YoY, boosted by GeForce RTX 40 GPUs.
➡️ Automotive Revenue: $449M, up 72% YoY, driven by self-dr...

$XPeng (XPEV.US)$ | Bernstein analyst Eunice Lee maintains XPeng  with a hold rating, and adjusts the target price from $9 to $14.
$CrowdStrike (CRWD.US)$ | Stifel analyst Adam Borg maintains CrowdStrike Holdings with a Buy and raises the price target from $300 to $375.
$Alibaba (BABA.US)$ | Barclays analyst Jiong Shao maintains Alibaba  with a buy rating, and adjusts the target price from $137 to $130.
$Robinhood (HOOD.US)$ | Bernstein analyst Gautam Chhugani maintain...

$Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$
👉 Business Highlights:
➡️ Revenues increased 15% to $88.3 billion, with constant currency growth at 16%.
➡️ Google Services revenue grew 13% to $76.5 billion, led by Search, YouTube, and Google platforms.
➡️ Google Cloud revenues rose 35% to $11.4 billion, driven by AI infrastructure and Generative Al solutions.
➡️ Operating income grew 34% to $28.5 billion, with margins expanding to 32%.
➡️ Net income surged 34% year-over-y...

$Alphabet-A (GOOGL.US)$ reported a solid beat on growth and margins along with positive commentary across the business lines.
Story likely moves sideways (positive business fundamentals offset by concerns about AI impact on search, and regulatory impacts) while numbers move higher (revenue / profits seem low but FCF seems high).
Risk / reward remains decent even w/ regulatory overhang. I am denting the multiple by 10% to account for potential loss of 10% of profits. Other point I wo...

$Advanced Micro Devices (AMD.US)$ Revenue $6.8B (+18% YoY), GAAP EPS $0.47, Non-GAAP EPS $0.92 📈 Strong growth in Data Center & Ryzen PC demand!
👉 Business Highlights:
➡️ Revenue of $6.8B, an increase of 18% YoY, driven by growth in Data Center and Client segments.
➡️ Gross margin at 50% GAAP, up 3 percentage points YoY; non-GAAP gross margin at 54%.
➡️ Operating income of $724M GAAP, up 223% YoY; $1.7B non-GAAP, up 34% YoY.
➡️ Data Center segment revenue at $3.5B, up 122% Y...

Key Highlights
$Apple (AAPL.US)$ captures 15.6% of the Chinese smartphone market, ranking No 2 behind Vivo at 18.6%
iPhone 16 series sales revived Apple's market position after a previous decline
Apple's market share fell 0.3% year-on-year, but sales aligned with previous models
Huawei's shipments surged 42%, securing 15.3% market share, just behind Apple
Huawei has witnessed at least four consecutive quarters of double-dig...

$Coca-Cola (KO.US)$
Net Revenues: $11.9B (-1%), Organic Revenue: +9%, EPS: $0.66 (-7%), Non-GAAP EPS: $0.77 (+5%)
👉 Business Highlights:
➡️ Net revenues declined 1% to $11.9B, impacted by currency headwinds and lower concentrate sales.
➡️ Organic revenues (non-GAAP) increased 9%, driven by a 10% rise in price/mix.
➡️ Operating margin fell to 21.2%, impacted by $919M fairlife liability charge and currency headwinds.
➡️ Comparable operating margin (non-GAAP) ...

$Netflix (NFLX.US)$ Q3 Earnings Report: Revenue $9.83B (+15%) | EPS $5.40 (+45%) | Operating Income $2.91B | Net Income $2.36B
👉 Business Highlights:
➡️ Revenue grew 15% year over year to $9.83B, exceeding initial forecasts.
➡️ Operating Margin reached 30%, a 7% improvement compared to Q3’23.
➡️ Net Income was $2.36B, up 41% from $1.68B in Q3’23.
➡️ EPS increased 45% year over year, rising to $5.40 from $3.73.
➡️ Paid memberships grew by 5.1M in Q3, reaching 282.7M globally.
➡️ Free Cash Flo...

$ASML Holding (ASML.US)$
Key Highlights
ASML order bookings stood at €2.6 billion in Q3, below the expected €5.39 billion
ASML shares plunged up to 15% in Amsterdam following the announcement
Tech shares have declined 30% since July, affected by US-China tensions
Netherlands' new export rules impact ASML's business operations in China
ASML expects a gradual recovery until 2025 amid a cautious industry outlook.
Why This Matters
Highligh...