We came across a bullish thesis on Alibaba Group Holding Limited on Valueinvesting subreddit by Illustrious_Lie_954. In this article, we will summarize the bulls’ thesis on BABA. Alibaba Group Holding Limited's share was trading at $175.66 as of January 28th. BABA’s trailing and forward P/E were 22.96 and 19.19 respectively according to Yahoo Finance. Alibaba Group Holding Limited, through its sub...
We came across a bullish thesis on Alibaba Group Holding Limited on Valueinvesting subreddit by Illustrious_Lie_954. In this article, we will summarize the bulls’ thesis on BABA. Alibaba Group Holding Limited's share was trading at $175.66 as of January 28th. BABA’s trailing and forward P/E were 22.96 and 19.19 respectively according to Yahoo Finance. Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. BABA delivered a stronger-than-expected second quarter, helping shift sentiment around the stock as revenue reached 247.8 billion yuan (approximately $34.8 billion), comfortably ahead of expectations of 242.6 billion yuan and representing roughly 5% year-over-year growth. The market reacted positively, with shares rising about 4% in premarket trading, reflecting relief that operating trends are stabilizing amid a challenging backdrop for Chinese technology companies. While headline revenue growth remains modest, the real focus of the quarter was Alibaba’s cloud division, which is increasingly central to the company’s long-term investment narrative due to its exposure to artificial intelligence workloads and enterprise digital transformation. Cloud revenue accelerated sharply, growing 34% year over year to 39.8 billion yuan, materially exceeding expectations and marking a meaningful step up from the prior quarter’s 26% growth rate. Management attributed this acceleration primarily to sustained AI-related investments, including higher demand for AI computing, model training, and enterprise solutions, suggesting that Alibaba is beginning to see tangible returns from years of heavy spending in cloud infrastructure and AI capabilities. This performance is particularly notable given the persistently weak sentiment surrounding Chinese tech, where concerns around r...
(RTTNews) - e.l.f. Beauty, Inc (ELF) reported a profit for its third quarter that Increased from last year and beat the Street estimates. The company's earnings came in at $39.38 million, or $0.65 per share. This compares with $17.26 million, or $0.30 per share, last year. Excluding items, e.l.f. Beauty, Inc reported adjusted earnings of $74.48 million or $1.24 per share for the period. Analysts o...
(RTTNews) - e.l.f. Beauty, Inc (ELF) reported a profit for its third quarter that Increased from last year and beat the Street estimates. The company's earnings came in at $39.38 million, or $0.65 per share. This compares with $17.26 million, or $0.30 per share, last year. Excluding items, e.l.f. Beauty, Inc reported adjusted earnings of $74.48 million or $1.24 per share for the period. Analysts on average had expected the company to earn $0.72 per share. Analysts' estimates typically exclude special items. The company's revenue for the period rose 37.8% to $489.51 million from $355.32 million last year. e.l.f. Beauty, Inc earnings at a glance (GAAP) : -Earnings: $39.38 Mln. vs. $17.26 Mln. last year. -EPS: $0.65 vs. $0.30 last year. -Revenue: $489.51 Mln vs. $355.32 Mln last year. The company is updating its FY26 revenue guidance to $1,600-1,612 million from $1,550-1,570 million. The company is also updating its FY26 eps guidance to $3.05-3.10 from $2.80-2.85 The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $668.73 as of January 28th. META’s trailing and forward P/E were 28.47 and 22.47, respectively according to Yahoo Finance. 25 Biggest Web3.0 Companies In The World Halfpoint/Sh...
We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $668.73 as of January 28th. META’s trailing and forward P/E were 28.47 and 22.47, respectively according to Yahoo Finance. 25 Biggest Web3.0 Companies In The World Halfpoint/Shutterstock.com Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide. META’s roughly 80% stock decline in 2022 was widely attributed to fears that Mark Zuckerberg was recklessly betting the company on the Metaverse, but this interpretation missed the core reality that most of Meta’s capital expenditure was actually being deployed to build compute infrastructure for AI-driven recommendations. This investment wave began well before the market grasped the scale of the large language model revolution. As a result, Meta’s free cash flow per share has broadly tracked rising CapEx, reflecting a clear translation of infrastructure spending into greater intelligence, increased user engagement, and improved monetisation. Similar to how Amazon has seen materially higher purchase intent through AI-driven tools, Meta is experiencing tangible gains across its platforms as incremental intelligence is deployed. Time spent on Facebook and Threads rose 5% and 10% quarter-over-quarter, respectively. Both apps are up double digits year-over-year, Instagram video time increased 30% year-over-year, and Lattice drove a 3% quarter-over-quarter improvement in ad conversions, reinforcing the link between AI investment and financial performance. Despite these outcomes, Meta shares sold off 17% recently after the company raised FY2025 CapEx guidance to $70–72 billion, a move that again unsettled investor...
We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $668.73 as of January 28th. META’s trailing and forward P/E were 28.47 and 22.47, respectively according to Yahoo Finance. 25 Biggest Web3.0 Companies In The World Halfpoint/Sh...
We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $668.73 as of January 28th. META’s trailing and forward P/E were 28.47 and 22.47, respectively according to Yahoo Finance. 25 Biggest Web3.0 Companies In The World Halfpoint/Shutterstock.com Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide. META’s roughly 80% stock decline in 2022 was widely attributed to fears that Mark Zuckerberg was recklessly betting the company on the Metaverse, but this interpretation missed the core reality that most of Meta’s capital expenditure was actually being deployed to build compute infrastructure for AI-driven recommendations. This investment wave began well before the market grasped the scale of the large language model revolution. As a result, Meta’s free cash flow per share has broadly tracked rising CapEx, reflecting a clear translation of infrastructure spending into greater intelligence, increased user engagement, and improved monetisation. Similar to how Amazon has seen materially higher purchase intent through AI-driven tools, Meta is experiencing tangible gains across its platforms as incremental intelligence is deployed. Time spent on Facebook and Threads rose 5% and 10% quarter-over-quarter, respectively. Both apps are up double digits year-over-year, Instagram video time increased 30% year-over-year, and Lattice drove a 3% quarter-over-quarter improvement in ad conversions, reinforcing the link between AI investment and financial performance. Despite these outcomes, Meta shares sold off 17% recently after the company raised FY2025 CapEx guidance to $70–72 billion, a move that again unsettled investor...
"We want to hear from you and we are ready to listen," the NBC host says, flanked by her siblings in the clip posted to Instagram. "Please reach out to us."
"We want to hear from you and we are ready to listen," the NBC host says, flanked by her siblings in the clip posted to Instagram. "Please reach out to us."
Tim Ho Wan, the Jollibee Group’s flagship Chinese‑cuisine brand, has opened its 10th store in Hong Kong. With more residents heading north to Shenzhen for dining, CEO Sheng Lee says the Hong Kong market can remain competitive by enhancing the guest experience. He also discusses the dim sum chain's overseas expansion strategy on Bloomberg's The China Show. (Source: Bloomberg)
Tim Ho Wan, the Jollibee Group’s flagship Chinese‑cuisine brand, has opened its 10th store in Hong Kong. With more residents heading north to Shenzhen for dining, CEO Sheng Lee says the Hong Kong market can remain competitive by enhancing the guest experience. He also discusses the dim sum chain's overseas expansion strategy on Bloomberg's The China Show. (Source: Bloomberg)