Insight: Xiaomi (1810.HK) Pre-Q4 2025 Earnings
Should you buy or short Xiaomi into Q4 2025 results?
Oracle (ORCL) Update
Key takeways from Oracle's most recent financial results and management guidance
Rocket Lab (RKLB) Update
Don't short at current levels and only buy near the lower (red) boundary of the 90 day corridor.
Broadcom (AVGO) Update
Screens unattractive at the current $335.
Rivian (RIVN) Update
Accumulate near $15, begin reducing exposure around $19, majority of selling in the $20–21 range. Strong buying in $13-14.
Uber (UBER) Update
Uber attractive at or below $75.
Eos Energy (EOSE) Update
Wait for next hype run and short.
Nvidia (NVDA) Update
We sold at $203 on earnings pop and will buy back below $180 near-term and below $185 prior to earnings. Significant upside opportunity.
Apple (AAPL) Update
We don't recommend buying Apple at the current price. Other opportunities offer a more attractive buy point.
Microsoft (MSFT) Update
Microsoft is significantly oversold at $400 per share. We believe the "software apocalypse" theme went too far too quickly.
AMD (AMD) Update
Attractive near $200 and a bet on OpenAI.