HFT Quant in Crypto & US Stock Market AI Analyst & Investor Founder @sunlc_crypto
Ireland
Joined December 2021
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SMCI latest earnings. FQ1 revenue $19.95B beat the $16.39B consensus; non-GAAP EPS $1.81 vs $1.23; FY27 revenue guide raised to $72-82B.
AMD latest earnings. Q3 revenue $13.38B (+45% YoY) beat the $13.09B consensus; adj. EPS $2.09 vs $1.95; Q4 revenue guide ~$17.0B.
US stocks daily briefing, Nov 3: S&P 500 +0.36% to 7,569, Nasdaq +0.83%, Dow −0.38%. Chips rebounded (SOXX +2.5%) and the S&P snapped a 3-day losing streak, while Apple slipped 1.9% on margin guidance; AMD jumped ~8% after hours on a beat-and-raise.
RXRX latest earnings: Q3 revenue $18.6M beat ~$14.8M est on a Sanofi milestone, EPS -$0.22 in line; cash runway extended into 2029, shares ~flat after hours.
PLTR latest earnings: Q3 rev $2.31B (+96% y/y) beat, US commercial overtakes government, Q4 guide $2.65B vs $2.46B est — but bookings slow, shares -3% after hours.
AAPL latest earnings: beat on revenue & EPS, but Dec-qtr gross margin guide 45–46% below consensus on memory costs
US stocks daily briefing, Nov 2: S&P 500 −0.51% to 7,541, Nasdaq −1.07%, Dow +0.41%. Marvell −12.7% on $115B Lumentum deal, SOXX −3.8%, Oracle −8.8% on $20B raise; oil −7% on US-Iran talk hopes.
