NextDecade (NEXT.US) Stock Forum, Discussions & Community Posts

LazyCat

NVIDIA Return Rate

Go Beyond!Jun 29 at 10:14 PM

Another volatility due to data drop would be another opportunity to collect the chips given up by weak hands. Of course any additions would be based on the entry levels predeteryfor each stock and not blind "buy! buy! buy!".

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Dow Tops 52,000 as Tech Melts Up

Big day on Wall Street: the Dow closed above 52,000 for the first time ever, on Alphabet's debut as a Dow member. Tesla ripped 8% on a fresh FSD rollout, Rocket Lab struck an $8B deal for Iridium, and...

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NewUser_Unm6i

Total AssetsJun 29 at 10:06 PM

Looking forward for the companies’ improvement.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Dow Tops 52,000 as Tech Melts Up

Big day on Wall Street: the Dow closed above 52,000 for the first time ever, on Alphabet's debut as a Dow member. Tesla ripped 8% on a fresh FSD rollout, Rocket Lab struck an $8B deal for Iridium, and...

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Irenee

Rate Of ReturnApr 9 at 09:54 PM

The winning streak is expected give months of selling pressure. However the ceasefire have not changed anything fundamental, the straits is not opened. Do not be fooled!

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!

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Dolphin ResearchFeb 26 at 05:25 AM

VIPS 4Q25 First Take: A warmer winter and a late Lunar New Year weighed on winter apparel sales. Management had already lowered guidance, but the actual print came in worse. Details below.

1) Operating metrics turned softer: active buyers declined YoY, down by approx. 0.4 mn. With lower purchase frequency per user, order volume fell 5% YoY.

A higher AOV, likely driven by product mix upgrades and SVIP contribution, barely kept GMV in positive territory. In short, all three metrics missed expectations.

2) With GMV lagging, revenue fell 2.3% YoY, worse than the market’s post-cut expectation of sub-+1% growth. The company is no stranger to managing through revenue declines.

Amid weak topline, tight cost control helped: total opex fell 3.7% YoY, a larger drop than revenue, with all expense lines down. As a result, profit still grew +1.7% YoY.

Operating profit reached RMB 2.9 bn, beating market expectations.

3) In summary, the quarter was soft, but protecting profitability is commendable. The late Lunar New Year also suggests better sales in 1Q26.

Management guided next quarter revenue mid-point to +2.6% YoY, back to growth and slightly above consensus. Hence, the weak 4Q print should not be overly penalized.

On shareholder returns, buybacks totaled approx. $700 mn over the past year, plus ~$250 mn in dividends, exceeding $950 mn in aggregate. That equals about 11% of current market cap.

This provides solid support for the stock. The company also announced it will pay an annual dividend next year of approx. $305 mn, up 22% YoY. $Vipshops(VIPS.US)

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Boss's BossJan 28 at 06:44 PM

Key points of the 2025 Q4 and full-year earnings call:

$Tesla(TSLA.US) Based on the provided Q4 2025 and full-year earnings call transcript, from an investor's perspective, this meeting released a significant amount of heavyweight news regarding the company's strategic transformation, capital expenditures, and future growth drivers. Here are the key highlights worth noting: 1. A complete strategic transformation: From an automaker to an AI and robotics company This was the clearest signal from the meeting. Tesla is undergoing an aggressive restructuring of its core business. Discontinuing flagship models Model S/X: This is a landmark event...

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dingdongbell

Rate Of ReturnJan 13 at 05:32 AM

Watching out for silver

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Captain's Watch

Featured☕ Your Wednesday US Market “Kopi Talk”: Chips, Metals & Court Dates

Another Wednesday, another set of movers and shakers across the pond. Here’s what’s heating up in U.S. equities and global markets today — perfect for your watchlist and our community’s next debate 👇

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dingdongbell

Rate Of ReturnJan 13 at 05:30 AM

Learnt something today, thanks

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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Dolphin ResearchJan 13 at 02:26 AM

AAPL announces partnership with Gemini; PDD quietly pilots 'Billion-Yuan Supermarket' | Daily News Recap

0113 | Dolphin Research Focus: 🐬 Stock 1, $PDD(PDD.US) PDD has quietly begun internal testing of an in-app '10bn Supermarket' feature.

It will likely target value supermarket categories, extend the '10bn' subsidy playbook to daily necessities and fresh groceries, and may tap local supply chains to test instant retail, with only small-scale access for now and no disclosed launch date.

This is another move by PDD to deepen share in a mature e-comm market, using subsidies to enter the high-frequency essentials supermarket segment...

NextDecade

USNEXT

Today’s Key News Recap

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AratiJan 7 at 11:21 PM

Own what is real!

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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Moon

SoFi Tech Option Return Rate

Rate Of ReturnJan 7 at 11:04 PM

2026 is a roller coaster ride indeed. s important to keep abreast of the situation at North America. How are the other countries reacting to The situation.

Let's consider the Middle East and African countries. How will they react? Will there be a nuclear arm race? Will the AI race continue? With increased investments, will inflation return?

There are tons of uncertainties, its best to conserve cash and monitor the situation closely. What are cheap currently, may just get cheaper. Mr Market is never rationale.

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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Joannee

Rate Of ReturnJan 7 at 09:34 PM

Memory space is getting out of control! All in the supply shortage is real!

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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Irenee

Rate Of ReturnJan 7 at 09:34 PM

Memory space is getting out of control! All in the supply shortage is real!

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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MingHwa

Rate Of ReturnJan 7 at 09:33 PM

Memory space is getting out of control! All in the supply shortage is real!

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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GabyWoon

Rate Of Return

Total AssetsJan 7 at 09:33 PM

Memory space is getting out of control! All in the supply shortage is real!

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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LazyCat

NVIDIA Return Rate

Go Beyond!Jan 7 at 09:09 PM

I am paying more attention to defense related stocks as the Trump's military budget and recent actions in Latin America signals an aggressive posture ahead to get what they want - no longer the international good cop that we used to know.

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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NewUser_CkrdqW

Rate Of ReturnJan 7 at 09:00 PM

Precious metals have dipped but still on the high side, let's see what will happen for the next few weeks

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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Tiffany lover

Total AssetsJan 7 at 08:57 PM

Precious metals have investment value and can be watched and followed up

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Captain's Watch

Featured2026's First Rollercoaster Week: Markets Shake as Tech & Geopolitics Collide 📉🚀

Hey brilliant investors! What a wild Thursday in the markets — if you blinked, you might’ve missed some major moves. Here’s a quick rundown of today’s top headlines that are moving needles and shaking portfolios.

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Bluegate1104Jan 6 at 09:10 PM

Bought SanDisk calls last week. Best decision ever!

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Captain's Watch

Featured☕ Your Wednesday US Market “Kopi Talk”: Chips, Metals & Court Dates

Another Wednesday, another set of movers and shakers across the pond. Here’s what’s heating up in U.S. equities and global markets today — perfect for your watchlist and our community’s next debate 👇

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Sunrise TraderNov 21, 2025 at 09:26 AM

$Lowes(LOW.US) daily chart. My paydays did sell for good payday %. I now settle into the full swing with $ in my pocket. A move and hold over 200ma next level on my radar

Source: Sunrise Trader

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Dolphin ResearchNov 16, 2025 at 12:38 PM

Disney (Minutes): Committed to double-digit percentage growth in earnings next year

The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article "Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?"

1. Review of Core Financial Information

1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

NextDecade

USNEXT

DisneyConference Minutes