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The start of crypto related/ bitcoin related stocks could be the beginning of the correction for stock market as it gets more greedy then free fall to oversold area.
Yo, let's set the scene.Last night, the big table at the White House — and pretty much every major name in crypto was in the room.You had the regulators — SEC, CFTC — sitting on one side. And on the o...
The US has to pass the clarity act. The whole gigantic financial machinery cannot proceed without it. It is that important!
Yo, let's set the scene.Last night, the big table at the White House — and pretty much every major name in crypto was in the room.You had the regulators — SEC, CFTC — sitting on one side. And on the o...
Being a skeptic and then a crypto investor myself, I have seen the rise of Btc, Eth and then the altcoins. To cut the grandfather story short, I believe that crypto is heading towards one particular objective.
If you want to know what it is, I will write a post on it. Too long to comment. 😂
Yo, let's set the scene.Last night, the big table at the White House — and pretty much every major name in crypto was in the room.You had the regulators — SEC, CFTC — sitting on one side. And on the o...
Yo, let's set the scene.Last night, the big table at the White House — and pretty much every major name in crypto was in the room.You had the regulators — SEC, CFTC — sitting on one side. And on the o...
Q2 GP rose 25% YoY, with Adj. OPM hitting a record 27%. Full-year GP guidance was raised to $12.51bn.
MAUs increased only 3% YoY. A high base in Borrow implies Q4 GP growth will slow to the mid-teens, while the company is channeling incremental spend to Neighborhoods, ISO channels, and AI infrastructure.
Why are SQ's results so bad, but the stock price is not dropping much? Air India doesn't sound like a good deal... That's why I sold SIA off this year.
Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
with so many changes. will SQ prevail? SQ has been losing money since the buyover of Air India. paying good dividends despite the losses.
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
Memory is one of the hottest—and most crowded—plays in global tech right now. AI has ignited HBM, DRAM, and NAND all at once, sending shares of SK hynix, Samsung, and Micron up several times over in six months.
Just as the frenzy peaked, the market suddenly reversed, and the memory leaders sold off sharply from their highs. The turn was abrupt.It was exactly at this 'heated-then-chilled' moment that SK hynix, one of the industry's true heavyweights, brought its stock to Nasdaq. On Jul 10, SK hynix ADRs officially began trading in the U.S. market...$Block(XYZ.US) | Baird maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐁𝐥𝐨𝐜𝐤, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟎𝟎
Analyst designates Block a "Bullish Fresh Pick" on likely Q2 beat/raise, macro tailwinds, and margin benefits from cost-saving measures.
$Visa(V.US)
Visa remains one of the world’s highest-quality compounders. In its latest fiscal Q2 2026 results, revenue rose 17% year-on-year to US$11.2 billion, GAAP net income increased 32% to US$6.0 billion, while EPS climbed 36% to US$3.14. Payments volume reached US$3.7 trillion (+9%), processed transactions rose 9% to 66.1 billion, and cross-border volume grew 12%, highlighting resilient global consumer spending. Visa also returned US$9.2 billion to shareholders through dividends and buybacks, including a new US$20 billion repurchase authorization. (SEC)
From a technical perspective, Visa continues to trade within a long-term bullish trend, consistently making higher highs and higher lows. Any pullback towards key moving averages may provide long-term accumulation opportunities.
Looking ahead, Visa’s next growth drivers extend beyond traditional card payments into AI-powered fraud prevention, commercial payments, real-time money movement, tokenisation, embedded finance, stablecoin settlement and agentic commerce. While fintechs such as Stripe, Block and PayPal, alongside real-time payment networks, are intensifying competition, Visa’s global acceptance network, trusted brand, decades of fraud data and powerful network effects remain formidable competitive moats. For long-term investors seeking durable earnings growth, robust free cash flow and disciplined capital returns, Visa continues to deserve its premium valuation. (tikr.com)
Below is Dolphin Research's Trans of $Block(XYZ.US) FY26 Q1 earnings call. For the earnings analysis, please see 'US Alipay Block: growth driven by credit, profits from layoffs?'.
1) Guidance (raised): FY2026 GP lifted to $12.33bn (+19% YoY; +100bps vs. prior). Adj. OP to $3.34bn with OPM at 27% (+100bps vs. prior), and Adj. diluted EPS $3.85 (+62% YoY)...The US 'Alipay' — $Block(XYZ.US) (XYZ.US) — reported Q1 2026 results after the US close on May 8. The quarter was solid, with revenue and profit beating estimates and momentum improving. Guidance for next quarter was also constructive, with a positive tone on trends.
1) Growth and profitability were both strong. Total revenue rose ~5% YoY, weighed by a sharp decline in bitcoin revenue.
Ex‑bitcoin, core revenue was about $4.26bn (+~23% YoY). Growth accelerated by ~100bps vs. last quarter and was clearly ahead of Bloomberg estimates...
Breaking: Bill Ackman's first hedge fund failed at 36. Today he just filed to take Pershing Square public on the NYSE under $Pershing Square(PS.US)
Timeline:• Age 22: Graduates Harvard magna cum laude• Age 26: Gets MBA from Harvard Business School, co-founds Gotham Partners with classmate• Age 36: Gotham collapses under litigation• Age 37: Starts Pershing Square with $54M• Age 42: Collects on a multi-year MBIA short as the 2008 crash hits• Age 44: Turns $60M into $1.6B rescuing General Growth Properties from bankruptcy• Age 46: Goes to war with Carl Icahn on live TV over Herbalife• Age 51: Loses $1B on the 5-year Herbalife short, exits• Age 53: Turns $27M into $2.6B in 3 weeks betting on COVID• Age 58: Tries to raise $25B for a new fund, falls apart• Age 59: Files IPO on NYSE, $2.8B committed before it even launchesMost funds don't survive one $1B loss. Ackman survived and came back with $10B moreHere's what his holdings are today @BillAckmanGlobal discount retail leader — $Costco Wholesale(COST.US) reported Q2 FY2026 results in U.S. after-hours today.
The quarter ended on Feb 15.Overall, results remained solid, with both revenue and earnings slightly beating estimates.
Momentum stayed intact.On headline metrics, total revenue rose 9.2% YoY, an acceleration vs. last quarter’s 8.3%.
The pickup was aided by FX tailwinds and broadly higher precious metals and commodity prices.OP was $2.61bn, up 12.5% YoY.
Margin expanded by 10 bps YoY, remaining on an improving trajectory...Below is Dolphin Research's compiled FY25Q4 earnings call Trans for $Block(SQ.US). For the earnings analysis, see 'Block: US Alipay‑style platform slashes headcount by 40%! Is compute replacing labor?'.
I. Core financial highlights review. II. Earnings call details; 2.1 Key messages from management.1) Core strategy and outlook. Rationale for the organizational overhaul: Despite strong 2025 performance, the company will reduce headcount from over 10,000 to just under 6,000...The U.S. counterpart to Alipay — $Block(XYZ.US) (XYZ.US) reported Q4 2025 after hours on Feb 27. The surprise plan to cut headcount by 40% overshadowed the print.
Driven in part by that announcement, the stock jumped over 20% post-earnings. The headline move drew most of the attention.
As usual, we will first review the quarter, then discuss views on this near 'halve-the-company' move in the opinion section. 1) Core revenue and adj. profit beat expectations; on overall results...
Block 4Q25 First Take: Beyond the print, the company announced two major moves this quarter. First, it will lay off 40% of staff, cutting headcount from just over 10k to roughly 6k. Management said the business is improving, so the decision is not financial, but to boost organizational agility and leverage AI tools for much higher productivity.
Separately, the company changed its reporting taxonomy. Headline segments remain Square merchant / Cash App / Other, but sub-categories shift from transaction/service/hardware/crypto to commerce-related/financial-related/Bitcoin-related. Historical financials were adjusted modestly, and we will reference legacy taxonomy for this quarter.
Overall, results were solid. Core revenue ex-Bitcoin rose 22% YoY, beating the Street by ~5pct. GP grew 24% YoY, also ~5pct above estimates, with GPM continuing to improve on better mix and operating efficiency.
A small blemish was opex coming in above Bloomberg consensus, largely because estimates were too low (–2% YoY). Actual opex rose 3.8% YoY, with no meaningful step-up in investment. On an Adj. OP basis, results still beat.
By segment, Square merchant was soft, with revenue and GP both below expectations. The drag came from a QoQ slowdown in GPV growth. The bright spot was Cash App, with revenue and GP materially above estimates, as active users, inflows, and transaction counts all improved broadly.
Guidance for next quarter was also above. The company guided GP of $2.8bn (+22% YoY), ~3% above consensus, and Adj. OP of $600mn vs. $575mn expected. The implied OPM is roughly in line, with OP outperformance driven by the stronger GP guide. $Block(XYZ.US)
Below is the earnings call minutes for Block in 2025Q3 compiled by Dolphin Research. For earnings interpretation, please refer to "Plunged 15%, North America's Alipay Block 'Not That Guilty'". I. Review of Key Financial Data Full-Year Guidance: Q4 2025 gross profit is expected to increase over 19% year-over-year to $2.755 billion; Q4 adjusted operating profit is projected at $560 million, with an operating profit margin of 20%; full-year gross profit is estimated at $10.243 billion (+15%); full-year adjusted operating profit is anticipated to be $2.056 billion (+28%)...
On November 7th, after the U.S. stock market closed, Block (XYZ.US), a leading player in the U.S. payment sector, released its financial report for the third quarter of 2025. Overall, the performance this quarter was not poor. The core revenue, excluding Bitcoin trading business, and the adjusted net profit both exceeded expectations. The guidance for the next quarter also basically met expectations, with no significant flaws in the performance. The sharp drop in stock price was more due to macro market reasons. The key points are as follows: 1. Core revenue and profit slightly exceeded expectations: This quarter, Block's core revenue, excluding Bitcoin, grew by 17% year-on-year...
