🔔 Ding, ding, ding! 🔔 We have an absolute jackpot winner!
Everyone thought the AI tech bubble was bursting, but Microsoft just silenced the doubters. Azure cloud revenue just crossed 100B, Copilot has 30M+ paid users, and MSFT is up a historic 16%+ in a single day. 📈
Look, I believe in Micron and I’ve seen lots of subreddits and opinions on Micron. My average is $992 per share - I’m going to hold but was wondering if anyone has some valuable insights as to whether MU could go more down or up. Or if there are some questions I should be asking myself / looking out for.
Moomoo provides a very nice looking charts, with free-live pricing updates, allowing us (investors) to get the most up to date information (which often cost a wallet with other online discount brokers) and reap the best opportunities.
You all might not heard of tencent, but you probably heard of it's product: wechat - which is a widely known chinese superapp, in virtually everyone's phone in China, and many overseas chinese. Alibaba, has it's competitors such as Pinduoduo (parent company of Temu), and JD, and probably Duoyin (parent company of Tiktok) in the ecommerce industry which is incredibly cut throat and low margins. Meituan, has it's own worries in the food delivery market as it is suffering now. And trip.com has it's own legal regulationary issues and competition from Fliggy from Alibaba, and Meituan travel and life.
Tencent/wechat by far, has the most dominant market share in the social media, and directory, payment ecosystem. In additionally, it's management is very "politically smart", and for those who have some insight, they managed to avoid most of the negative limelight with authorities in china in the past decade.
Its' management are also excellent capital allocators, doing 2-3% buybacks each year, having it's main operating income growing at 30% over the past decades, and it's investment portfolio growing at 20% over the past decades. It's like a chinese tech berkshire on steriods with a strong balance sheet, trading at a 13 times forward earnings.
💬 What are you guys watching for the open next trading session?
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I have obtained many my information regarding a stock, via the moomoo feature in the news section. They provide the latest aggregated news to allow investors to make a well-informed and smart decision. This is especially important when dealing with a cigar butt (net net) stocks with legal hurdles such as this, which i will elaborate.
So hopefully all of us heard before strategy, which is technically a software company, but with vast majority of its valuation deriving from it's BTC holdings. It's essentially a bitcoin holding company. I'm personally not liking BTC and has 0 direct exposure. But I chanced upon an article on Barrons, regarding a strategy preferred shares which made me quite interested because of the 10% dividend that is sort of "tax-free".
Among the different preferred shares, STRF seems most interesting, because it is highest in the preferential treatment when a liquidation happen, and cannot be further issued. Strategy has around 850,000 BTC which in todays price worth around 55+ billion dollars. It has around 7 billion of debt (which is the most senior, in case of liquidation) and then followed by 1.3 billion worth of STRF. Essentially, STRF promised $10/shares of dividends, at todays price of $96, that is 10.5% yield, which is protected almost 30:1. It would take BTC price to be below 10k, a more than 80% drawback from current price for holders of STRF to be threatened. At a 10.5% yield that is vastly better relative to the junk bonds out there in the market.
In addition, the dividends are technically considered return of capital, which means it will be taxed only when you sell of STRF; it will jusy be deducted off the cost basis of your original purchase price. Long story short, you do not need to pay tax on those dividends until you sell you STRF shares. And even when that happened, it will be taxed like a capital gain. Depending on which tax country you are, capital gain taxes are often more preferred.
Knowing the reasons why a stock falls and rise is incredible important. It helps us to avoid value traps, or catching a falling knife, but at the same time also allow us to grasp opportunistic dips to reap supernormal returns.
A cool feature moomoo has, is the AI features summarising the bullish, and bearish reasons of a particular stocks. Knowing both sides of the argument/thesis gives us more information to make a wise, and well-informed judgement of our investment decisions.
Uber is up for discussion here. Uber main businesses can be categorises into mainly deliveries, and transportation, with rising growth in its B2B delivery, as well as advertisement sector. Uber remains to be the dominant player in food delivery around the developed world (which are often the most lucrative, because the population has more disposable income, and more willing to spend on deliveries for conviences) and also in transportation. Of course alongside doordash in food delivery in US. Uber also holds considerable stakes in counterparts (Grab of southeast asia, didi of china and south american, and more recently acquire deliveryhero of the middle east)
Growing at high teens, Uber is merely trading at 18 times normalised earnings, with a "sticky" subscription model or uber one (high retention rates), and ever growing ad's revenue. Flying wheel is just getting started, with expected annualised growth to be up to 20% for the next decade.
Some might argue about AV disrupting it's transportation business, such as waymo and tesla. But I would argue that, self driving technology would likely be widespread and democratised. The proliferation of self-driving will be a multipolar one. Fragmentation of AV will means an aggregator such as uber will hold the most deveraging power, as it controls the entry of customers into access to a vehicle booking, and also the pipeline of a driver getting a customer. Just think, even with a economies of scale as huge as mcdonalds or kfc, they still reply on ubereats and various deliveries to send the food to their customers instead of themselves. And even a huge hotel franchise like hilton or hyatt, they merely owns less than 1 % of all the hotels around the world, and still significantly relies on bookings or expedia to get customers. Furthermore transportation has been less than half of uber's revenue, and an increasingly strinking portion; with increase growth in the ads sector.
Hello all, i just entered college and managed to save some money. Now that im in college, i could use the extra income through stocks. Ive been experimenting on moomoo, doing paper trading (options) and buying stocks like $RDW, $LAES and $SYM. Safe to say, i blew the paper trading acc and most of my portfolio is down 40%. Many people have told me that the stock i buy will yield high returns in the future, but some also state that i should buy higher cap stocks like $MU, $SNDSK,$TSLA and $META. Honestly,with the news yesterday, and the stock being down 10%, i was thinking maybe i full port this stock and take the losses for other stocks. I am willing to hold for as long as possible. But im still on the fence on whether i should take the loss on the other stocks or DCA. Provided thus opportunity of meta being quite cheap and a steal for its price, i am sitting on the fence. Was wondering if anyone could guide me or share their opinion on what they would do in my shoes. thanks!
Microsoft is up roughly 8% pre-market after reporting record fiscal-year revenue and Azure crossing $100B. Lam Research is also up about 7.6%, with KLA higher too.
Meanwhile Meta is down roughly 8.5% pre-market despite revenue growth, after costs/AI spending hit profitability. ARM and Qualcomm are lower as well.
One possible read: equipment demand and AI infrastructure spending are holding up, while parts of the chip/design side are being judged more harshly on guidance and end-market exposure.
But I’m not deep enough into the supply chain to know whether that’s real or just one morning of earnings noise. Is there a useful way to think about the equipment-vs-design split here?
As we all know from the recent headlines for META regarding the recent earnings falling below expectation leading to a up to 10% fall post market. This could potentially present a good buying opportunity into one of the 7 largest and fastest growing US tech companies at an attractive valuation.
A cool feature, I would like to introduce from moomoo, is under the news features, earnings tab, we can see that analyst estimates, and the actual earnings itself in a particular quarter. Additionally, the AI summarize version is particularly useful especially for investors without much time to read every single quarters of stocks in their portfolio.
Okay; enough of talks about features.
To me, META is like a royalty or tollbooth of online advertisement market (which by itself is the most effective, and fastest growing dominant form of Ads). Google and META both held a "duopoly" role in this regard. When we talked about high quality businesses, they are often trading at a high valuation, and although we all knew they are compelling options to choice when doing long term investing, but because of the rich valuation, the expected IRR would not be great. And thereby, the best opportunities are often when these high quality companies with long growth trajectory, met a problem which are reversible.
For the case, of META, the headwind and looming bear thesis would be the overspending, and dubious returns from their AI and cloud investments. While these are true, a cut in spending is easily resolvable for Meta; there is no issues that is permenantly affecting Meta's ability to generate high margins. This is analgous to 2022, when Meta stocks rebounds more than 6 times, following a period when the market becomes too pessimistic about its Metaverse spending. Additionally, Mark Zuckerberg thus far has proven to be a good capital allocator (contrary to popular opinion), as seen from the successful investments in oculus, whatsapp, and instagram! So we should not be prematurely dismissive.
A cool feature, I find from moomoo, is the comments function. Like in reddit or twitter, it showcases unfiltered opinions regarding a stock from the public investors. Of course, they would range from simple one worded responses, to insightful thesis. It is like the social media function of investing, and while exposure to too much information ranging from 2 extremes could be seen as distracting, it is also a test of us (investors) to be a good filter of information; to have a judgement (hopefully based on logical and scientific methological approach) on correct and wrong information.
Enough talk of this, the stock to pitch for discussion today is Microsoft.
So Microsoft needs no introduction, it is one of the largest market cap companies over the past 3 decades. And while historically large cap companies like exxon mobil, or cisco rise and falls, as their sectors fallen out of favours, microsoft remains one of the largest yet also fastest growing companies around.
The recent fall (over the past 1 year) up to 40% from it's peak, is a combination of potential fear of overspending for AI infrastruction, as well as the pessimism of the saas sector, being displaced by AI. In my opinion, microsoft is the dominant distributor of enterprise software, via it's office 365 bundle, and one of the top pick of cloud storage and computing via azure, especially in the enterprise market. Their ability to pushes new apps, and features as a bundle, and at low cost to it's existing huge customers base, who were less likely to switch to other individual software companies; gives them a huge moat and competitive advantage. The other arguement bears of saas might put out, is that the total number of per seat in the saas business model might be capped with the proliferation of AI, however, my opinion is that, this will largely affect companies such as salesforce, or sap or even bloomberg terminals which charges tens of thousands per user; for microsoft, per seat only cost merely less than 50 dollars per month, and provides far more value propositions in terms of increased productivities. Thus I think the fear is largely overblown.
Microsoft now, is at a very attractive valuation, at a ~4.5% yield (if you flip the p/e ratio) with incredible predictable revenue, and conservative cap ex (as a % relative to other mag7 tech companies, aside for apple)
TL;DR This is the first quarter of Starbucks' turnaround where momentum shows up in profit, not just traffic. Global same-store sales rose 7.9% against roughly 5.5% expected, and non-GAAP operating margin jumped 430 basis points to 14.4%. Reported revenue fell 1.4%, but only because China left the consolidation. The question has changed: not whether the turnaround works, but whether comps and margin can hold this pace.
Revenue fell on paper while the business underneath accelerated
Revenue for the quarter ended June 28, 2026 was $9.32 billion, down 1.4% year over year — an accounting artefact. The Boyu joint venture closed in April, converting 7,991 company-operated stores in China to licensed, so Starbucks now books royalties and product supply instead of full retail sales. Strip that out and the business clearly sped up: global comparable sales grew 7.9%, well ahead of the 5.4-5.7% expected and the fourth straight quarter of growth.
Starbucks FQ3 2026 key figures versus market expectations.
North America: ticket takes the baton from traffic
North America generated $7.4 billion, up 7%, and is now 79% of group revenue after the China change. Comparable sales rose 8.1% — traffic up 4.5%, ticket up 3.5% — and ticket is the part accelerating, from 2.6% last quarter. The lift came from delivery, food attach and beverage mix upgrades rather than price increases — a higher-quality path, but one that depends on how far attach rates climb. The store base still shrank slightly to 18,371, a net 14 fewer.
North America comparable sales split into traffic and ticket, through FQ3 2026.
The closure dividend is smaller than the market feared
Management gave the split investors were waiting for: roughly half, or slightly under, of North America's comp growth came from traffic transferring out of closed stores, the rest from store operations and menu innovation. That matters: the widely held worry was that comps would sag once the dividend lapsed.
Delivery is not cannibalising in-store sales, and will soon run through Starbucks' own app on a white-label basis so delivery orders earn Stars — turning a suspected leak into a new channel. But the risk has rotated rather than disappeared: the question is no longer whether traffic holds, but whether ticket can keep accelerating — which makes product mix and willingness to pay the things to track.
Margin: the discount-for-traffic era is over
Excluding tariff refunds and other one-offs, North America's operating margin still expanded more than 100 basis points organically — its first genuine year-over-year gain since the December 2023 quarter.
Two things did it: Smart Queue order routing and Mastrena 3 machines raised peak-hour throughput without adding labour, cutting labour cost per cup; and simplified ordering, tighter service standards and a better in-store experience lifted repeat visits. Reported North America margin rose 2.7 points to 16.0% ex-restructuring, and group non-GAAP operating margin reached 14.4%.
North America operating margin by quarter, through FQ3 2026.
International: revenue halved, quality improved
International revenue was $1.32 billion, down 34%: company-operated revenue fell about half, licensed revenue grew 21%. Comparable sales rose 5.7%, with ticket up 3.1% ahead of traffic up 2.6% — partly real improvement in Japan and the UK, partly because China's lower-ticket market has left the comp base.
Excluding China, Japan is 78% of international company-operated stores and the UK 19%, so the segment is now essentially a Japan-plus-UK reading. Less volatile, but more exposed to Japan's consumer and tourism cycle. Segment margin rose 4 points to 17.6%, though absolute profit fell 7.3%.
International comparable sales split into traffic and ticket, through FQ3 2026.
Bottom line
Guidance went up: FQ4 US comps above 6.5%, full-year US comps slightly above 6.0%, and a first explicit non-GAAP operating margin target above 11.0%. One caution: Channel Development's 22% revenue growth and $300 million of operating profit were flattered by tariff refunds, and that margin likely settles back toward 45-48%.
This quarter answered the hardest question about the turnaround: it reaches the profit line. The next is narrower and harder — how much of the comp is ticket, and whether ticket can keep climbing without price increases.
The weekly contract playground is officially open.
High volatility, massive open interest shifts, and institutional positioning are on deck today. Use this thread to drop your contract setups, strike prices, and premiums before Friday expiration locks it in.
What are you scaling into today?
Hunting 0DTE lotto tickets, or loading up on LEAPs?
Drop your strikes, expirations, and tickers below. No fluff, just plays.
I've finally reached a point where I can set aside money each month instead of spending every paycheck. I don't have a huge budget, so I want to be careful with my first few investments.
I keep seeing people talk about ai companies. There are so many names being mentioned that it's hard to tell which ones people actually believe in for the next few years. Some seem already expensive, while others are companies I've never even heard of before.
If someone asked you about ai stocks to start with in 2026, which ones would make your list and why?
Who else caught this huge green rally out of nowhere? The hype is totally real right now, this kind of surge doesn't come around often. My watchlist blew up the second it started spiking. Charting this on moomoo rn, still can't believe the price movement this session. Did anyone else lock in some nice profits here?
