Longbridge HK, US stocks community
- Kimi's K3 Moment: A Shift in the US-China AI Narrative?
- $Ondas(ONDS.US) is worth considering for a long po
- Sell call, sell call
- Semiconductors $Taiwan Semiconductor(TSM.US) and $
- 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Tempus AI(TEM.US) Tempus AI Lau
- $AMC ENT(AMC.US) 🍿🎬AMC Entertainment surged afte
- Datacenters have always kept reciprocating engines
- $PDD(PDD.US) is statistically extremely cheap. Aft
- $Celsius(CELH.US)A dead counter. Hardly moves.And
- Update: It's been 341 days since Michael Burry pub
- $Microsoft(MSFT.US)I am solidly Bullish on Microso
- $Tesla(TSLA.US) earnings tonight. Here's the cheat
- $Super Micro Computer(SMCI.US) Smci jumped higher,
- According to a senior engineer at Inphi: > Hype
- $Tesla(TSLA.US)I am cautiously bullish on Tesla he
Global markets left investors stunned last week as rumors and speculation ran rampant amid the sell-off.
Beyond liquidity deleveraging triggered by South Korea's rate hike and geopolitical tensions, t...$Ondas(ONDS.US) is worth considering for a long position. Planning to re-enter.
My stock US market auto-tracking Agent also sent me a reminder .
Sell call, sell call
Semiconductors
$Taiwan Semiconductor(TSM.US) and $ASML(ASML.US)
These two cash cows are what I've always been bullish on
Their ability to generate consistent profits
And their deep moats
The only downsid...
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Tempus AI(TEM.US) Tempus AI Launches OneOme Pharmacogenomics Testing Nationwide
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗧𝗲𝗺𝗽𝘂𝘀 𝗔𝗜 launches 𝗢𝗻𝗲𝗢𝗺𝗲 pharmacogenomics testing nat...$AMC ENT(AMC.US) 🍿🎬
AMC Entertainment surged after reporting a much stronger-than-expected second quarter.
Revenue increased 14.2% year-on-year to a record US$1.60 billion, while adjusted earnings rea...
Datacenters have always kept reciprocating engines on site as emergency standby, kicking in when the grid drops and running a handful of hours a year. That role is changing, as recips are increasingly...
$PDD(PDD.US) is statistically extremely cheap. After subtracting its large cash holdings of roughly $60 billion (about 60 percent of market cap), the company trades at only around three times forward ...
$Celsius(CELH.US)A dead counter. Hardly moves.
And when it does move, it move downward.
Will avoid this stock once current holdings of 260 units are sold.
Update: It's been 341 days since Michael Burry publicly bought shares of Lululemon $Lululemon(LULU.US)
It's down ~40% since$Microsoft(MSFT.US)
I am solidly Bullish on Microsoft ahead of its earnings report.
Key Thesis & Catalysts:
1. Strong Azure AI Demand: Azure revenue growth is guided at a robust 39%–40%, backed by accele...
$Tesla(TSLA.US) earnings tonight. Here's the cheat sheet:
1. Auto Margins ex Credits: I expect auto gross margin ex-credits to be slightly above the Street's 18.5% because volumes were so strong. It wa...$Super Micro Computer(SMCI.US) Smci jumped higher, fueled by a robust update that it expects to nearly double its gross margins in upcoming quarters. The company highlighted a staggering new order int...
According to a senior engineer at Inphi:
> Hyperscalers prefer to stay on 800G as long as possible to maximize existing infrastructure investments unless specific inference workloads (like long-contex...$Tesla(TSLA.US)
I am cautiously bullish on Tesla heading into earnings. The company delivered 480,126 vehicles during Q2 and deployed a record 13.5 GWh of energy-storage products, giving it stronger op...










