Group 1 - Alibaba Group Holding Limited reported Q3 FY2026 revenues of $40.73 billion, which represents a 2% year-over-year increase, but fell short of the consensus estimate of $41.28 billion [1] - The revenue miss was primarily attributed to weaker-than-expected performance in both domestic (China) and international e-commerce businesses [1]

Core Viewpoint - The article emphasizes the existence of an asset bubble and presents TQI as a resource to help investors navigate this environment profitably [1]. Group 1: Company Overview - TQI, established in July 2022, aims to simplify and enhance the investing experience for all investors through active investing and risk management [1]. - The company publishes premium equity research reports on Seeking Alpha, providing a research library and performance tracker [1]. - TQI offers features such as concentrated, risk-optimized model portfolios tailored to various stages of the investor lifecycle, proprietary software tools, and group chats [1]. Group 2: Additional Resources - In addition to Seeking Alpha, TQI shares investing insights and research through a free newsletter called TQI Tidbits, as well as on Twitter and LinkedIn [1].

Core Viewpoint - The article emphasizes that the current market is experiencing an asset bubble, and TQI offers tools and resources to help investors navigate this environment profitably [1]. Group 1: Company Overview - TQI, established in July 2022, aims to simplify and enhance the investing experience for all investors through active investing and risk management [1]. - The company provides premium equity research reports on Seeking Alpha, along with a research library and performance tracker [1]. - TQI offers concentrated, risk-optimized model portfolios tailored to various stages of the investor lifecycle [1]. Group 2: Additional Resources - TQI publishes investing insights and tidbits through various channels, including a free newsletter, Twitter, and LinkedIn [1]. - The company provides access to proprietary software tools and group chats to facilitate investor engagement and knowledge sharing [1].

Core Viewpoint - The article emphasizes the existence of an asset bubble and presents TQI as a resource to help investors navigate this environment profitably [1]. Group 1: Company Overview - TQI, established in July 2022, aims to simplify and enhance the investing experience for all investors through active investing and risk management [1]. - The company offers premium equity research reports on Seeking Alpha, along with a research library and performance tracker [1]. - TQI provides features such as concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle, proprietary software tools, and group chats [1]. Group 2: Additional Resources - In addition to Seeking Alpha, TQI shares investing insights and research through a free newsletter called TQI Tidbits, as well as on Twitter and LinkedIn [1].

Core Insights - Amazon, Inc. (AMZN) reported Q4 2025 results that exceeded top-line estimates but experienced an ~8% decline in stock price due to a slight earnings miss and a significant capital expenditure (CAPEX) guidance for 2026 [1] Financial Performance - The company beat revenue expectations but missed earnings estimates slightly, which contributed to the negative market reaction [1] - The CAPEX guidance for 2026 was described as "eye-popping," indicating a substantial increase in planned investments [1] Market Reaction - Following the earnings report, investors reacted negatively, leading to a notable drop in Amazon's stock price [1]

Despite reporting stronger-than-expected numbers for Q4 2025, Advanced Micro Devices, Inc. ( AMD ) stock nosedived by ~8% to $222.5 per share in yesterday's after-hours session. In this note, we analyze AMD's latest quarterly performance and business outlook. Furthermore, we reevaluate AMD's"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as ...

Core Viewpoint - The article emphasizes that the current market is experiencing an asset bubble, and TQI offers tools and resources to help investors navigate this environment profitably [1]. Group 1: Company Overview - TQI, established in July 2022, aims to simplify and enhance the investing experience for all investors through active investing and risk management [1]. - The company provides premium equity research reports on Seeking Alpha, along with a research library and performance tracker [1]. - TQI offers features such as concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle, proprietary software tools, and group chats for community engagement [1]. Group 2: Additional Resources - In addition to its main offerings, TQI publishes investing insights and tidbits through various channels, including a free newsletter, Twitter, and LinkedIn [1].

Core Viewpoint - The article emphasizes the existence of an asset bubble and presents TQI as a resource to help investors navigate this environment profitably [1]. Group 1: Company Overview - TQI, established in July 2022, aims to simplify and enhance the investing experience for all investors through active investing and risk management [1]. - The company offers premium equity research reports on Seeking Alpha, along with a research library and performance tracker [1]. - TQI provides features such as concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle, proprietary software tools, and group chats [1]. Group 2: Additional Resources - In addition to its main offerings, TQI publishes investing insights and tidbits through a free newsletter, Twitter, and LinkedIn [1].

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...