Investment and life

Disclaimer: The information provided here is intended for general knowledge and informational purposes only, and does not constitute financial advice. Investment decisions should be based on your specific financial situation and needs, and after consultation with a qualified financial advisor. 免責聲明：網頁屬個人博客，一切言論純粹是表達本人的個人意見或經驗分享，無論在任何情況下，不應被視為投資建議，也不構成要約、招攬、邀請、誘使、建議或推薦，本人亦無法保證部落格內容的真實性和完整性。讀者務請運用個人獨立思考能力自行求證和分析，讀者一切的投資決定以及該投資決定引致的收益或損失，概與本人無涉。  NVDA Q3 FY26 finance report NVDA Q3 FY26 finance reportNvidia's Q3 earnings hit $57 billion, surpassing estimates, with Q4 projected at $65 billion. Nvidia's CEO Jensen Huang announced record sales of Blackwell GPUs during the earnings call, highlighting that cloud GPUs are sold out, reflecting strong demand in the AI infrastructure market. Evercore raised Nvidia's price target to $352, citing a 95% upside from rising demand for Blackwell products, with revenue up nearly 50% to over $13 billion as supply improved. Income statement: R...

Disclaimer: The information provided here is intended for general knowledge and informational purposes only, and does not constitute financial advice. Investment decisions should be based on your specific financial situation and needs, and after consultation with a qualified financial advisor. 免責聲明：網頁屬個人博客，一切言論純粹是表達本人的個人意見或經驗分享，無論在任何情況下，不應被視為投資建議，也不構成要約、招攬、邀請、誘使、建議或推薦，本人亦無法保證部落格內容的真實性和完整性。讀者務請運用個人獨立思考能力自行求證和分析，讀者一切的投資決定以及該投資決定引致的收益或損失，概與本人無涉。  Visa Inc. — Five‑Year Review and Investment Note Executive summary Visa operates a dominant global payments network, processing 200+ billion transactions across 200+ countries. Over the last five fiscal years (FY2021–FY2025) Visa delivered durable top‑line and EPS compounding driven by digital payments, cross‑border recovery, and value‑added services. FY2025 GAAP net income was muted by litigation provisions (~$1.2–1.5B); adjusted metrics show continued underlying momentum. Recommendation: core long‑term holding; tactical buy zone below $280 ...

PLTR Q3 2025 Disclaimer: The information provided here is intended for general knowledge and informational purposes only, and does not constitute financial advice. Investment decisions should be based on your specific financial situation and needs, and after consultation with a qualified financial advisor. 免責聲明：網頁屬個人博客，一切言論純粹是表達本人的個人意見或經驗分享，無論在任何情況下，不應被視為投資建議，也不構成要約、招攬、邀請、誘使、建議或推薦，本人亦無法保證部落格內容的真實性和完整性。讀者務請運用個人獨立思考能力自行求證和分析，讀者一切的投資決定以及該投資決定引致的收益或損失，概與本人無涉。 > Palantir's Q3 2025 was its strongest to date, with revenue up 63% YoY and 18% sequentially, driven by 121% YoY growth in U.S. commercial. The company achieved a record 114% Rule of 40 score and raised full-year revenue guidance to $4.398B, citing surging demand for AIP. **Performance Highlights**   - **Revenue:** $1.181B, up 63% YoY and 18% QoQ     - Surpassed guidance by 1,300 bps; highest-ever reported revenue growth. - **Adjusted Operating Margin:** 51%     - Exceeded guidance by 500 bps, reflectin...

📊 Berkshire Hathaway Q3 2025 Insights Disclaimer: The information provided here is intended for general knowledge and informational purposes only, and does not constitute financial advice. Investment decisions should be based on your specific financial situation and needs, and after consultation with a qualified financial advisor. 免責聲明：網頁屬個人博客，一切言論純粹是表達本人的個人意見或經驗分享，無論在任何情況下，不應被視為投資建議，也不構成要約、招攬、邀請、誘使、建議或推薦，本人亦無法保證部落格內容的真實性和完整性。讀者務請運用個人獨立思考能力自行求證和分析，讀者一切的投資決定以及該投資決定引致的收益或損失，概與本人無涉。 1. Headline Takeaways Operating Profit Surge : +34% YoY to $13.5B, driven by insurance underwriting strength. Cash Pile Record : $382B, surpassing prior highs, with   no buybacks   executed. Segment Divergence : Insurance underwriting and manufacturing strong; energy weak; investment income pressured by lower rates. Leadership Transition : Warren Buffett’s final quarter as CEO; Greg Abel to take over in 2026. Strategic Move : $9.7B acquisition of Occidental’s chemical business—the largest since 2022....

 Disclaimer: The information provided here is intended for general knowledge and informational purposes only, and does not constitute financial advice. Investment decisions should be based on your specific financial situation and needs, and after consultation with a qualified financial advisor. 免責聲明：網頁屬個人博客，一切言論純粹是表達本人的個人意見或經驗分享，無論在任何情況下，不應被視為投資建議，也不構成要約、招攬、邀請、誘使、建議或推薦，本人亦無法保證部落格內容的真實性和完整性。讀者務請運用個人獨立思考能力自行求證和分析，讀者一切的投資決定以及該投資決定引致的收益或損失，概與本人無涉。 AMZN Q3 FY25 $AMZN Amazon Q3 FY25: • Revenue +13% Y/Y to $180.2B ($2.4B beat). • Operating margin 10% (+0.5pp Y/Y). • EPS $1.95 ($0.39 beat). • Q4 Guidance: ~$209.5B ($1.4B beat). ☁️ AWS: • Revenue +20% Y/Y to $33.0B. • Operating margin 35% (-3pp Y/Y).

Disclaimer: The information provided here is intended for general knowledge and informational purposes only, and does not constitute financial advice. Investment decisions should be based on your specific financial situation and needs, and after consultation with a qualified financial advisor. 免責聲明：網頁屬個人博客，一切言論純粹是表達本人的個人意見或經驗分享，無論在任何情況下，不應被視為投資建議，也不構成要約、招攬、邀請、誘使、建議或推薦，本人亦無法保證部落格內容的真實性和完整性。讀者務請運用個人獨立思考能力自行求證和分析，讀者一切的投資決定以及該投資決定引致的收益或損失，概與本人無涉。 APPL Q4 FY25 $AAPL Apple Q4 FY25 (Sept. quarter): 💳 Services +15% Y/Y to $28.8B. 📱 Products +5% Y/Y to $73.7B. • Revenue +8% Y/Y to $102.5B ($0.2B beat). • Operating margin 32% (+0.5pp Y/Y). • EPS $1.85 ($0.08 beat).