$SpaceX(SPCX.US) earnings beat expectations, turning a profit👍
1. Total revenue: $14.58B (+161% YoY), significantly beating the ~$12.7–12.9B consensus.
2. Net income: $4.40B (vs. ~$1.1B loss in the same period last year), marking a profitability inflection point.
3. Operating income: $2.79B
4. Adjusted EBITDA: $8.81B (+306% YoY)
Next up, let's see how buddy $Tesla(TSLA.US) performs in its earnings report!
Hoping for more gains 📈. Not investment advice!
Don't just keep your head down and walk; you also need to look up at the sky! 🤔
This week, the main focus is on the earnings reports of these two companies: $Tesla(TSLA.US) and $SpaceX(SPCX.US)
Rereading "Retail Investor Yi's Surfing and Diving Collector's Edition"
$Tesla(TSLA.US) Is this curve going straight up for the Roadster? 👍
Looking forward to it!
Got slammed by the CPI data.
It's unreadable now.
$Coca Cola(KO.US) $Berkshire Hathaway B(BRK.B.US) $Apple(AAPL.US) remain as resilient as ever.
Still waiting.
Hoping for an entry opportunity 😂
Not investment advice!
$ASML(ASML.US) earnings beat estimates!
GPM at 57.5%👍
Stock dipped slightly in pre-market
No big drop means limited opportunity😂
Not investment advice!
The weather is getting colder.
I'll have to park the bike after a few more days of riding 🏍️
This week, focus on two earnings reports:
$ASML(ASML.US) and $Taiwan Semiconductor(TSM.US)
The foundation of AI.
They will determine the trend of AI stocks 🤔
Not investment advice!
$BRK.B and $Coca Cola(KO.US) finally started to have some effect last night 😂
Wife, wealth, sons, prosperity, and longevity — the five blessings of the secular world
Makes sense🤔
Took a look at the A-share market
It's really hard to watch...
I've been studying A-shares for over a year and still haven't got the hang of it 😂🤔
Saw a coffee truck by the beach.
Went over, bought a coffee ☕️ and chatted for a bit.
Asked how business was doing.
The owner said this year's business is far worse than usual.
I said there are quite a few cars parked here...
He said most people are budget travelers these days and don't spend much; the hotel next door is also struggling...
The economy really seems to be in a downturn 🤔
Cleared the long call on $Alphabet - C(GOOG.US)
Only left with the stock and sell put
Not investment advice!
I thought the Hong Kong market was closed today 😂
Happy National Day, bros!
Roadster has been delayed to October 15th, what a move
Bought some more KO last night
Will hold off on the remaining cash for now 🤔
Not investment advice!
I've been reading 'Principles' recently, highly recommended!
1. How is money created?
2. Why do countries borrow debt?
3. How does debt flow?
4. How is wealth transferred between nations?
5. Identified the laws of large and small cycles through the development changes of major powers over the past 500 years.
Still haven't finished, need to savor it slowly 🤔
Happy Mid-Autumn Festival, bros!
Midterm elections
Volatility is inevitable 🤔
So I'm taking profits on my long calls.
Not investment advice!
No great opportunities right now.
The strategy is:
Sell long calls in tranches when prices are high.
The cash-collecting 💰 mode is also pretty good 😂
If you have too much cash, you can bottom-fish defensive stocks at lower levels 🤔
Not investment advice!
Dare not breastfeed now
As soon as I do, something happens 😂
$XTALPI(02228.HK) Thanks, boss. It's really rallying now 👍
The book "Qiao Family Business Wisdom" is worth a read.
They say wealth brings desires, but the Qiao family managed this exceptionally well—they truly had their system down:
1. Rules come first: The Qiao family didn't rely on descendants' self-discipline but on strict institutional rules. Violations resulted in immediate loss of inheritance rights or expulsion from the home.
2. Leaders lead by example: Qiao Zhiyong, a key figure in the family, strictly adhered to family rules even at the peak of his wealth—taking no concubines and avoiding extravagance, setting a high moral benchmark for future generations.
3. A family culture of "cultivating virtue through business": The Qiao family viewed wealth as a "social responsibility" rather than a tool for pleasure. During famines, they opened granaries to distribute grain, channeling excess resources into altruistic charity.
A bit unaccustomed to working on the weekend 😂
