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Written by Aries Yuangga Summary PayPal (NASDAQ: PYPL) continues to deliver clean, steady execution, but the stock trades like a distressed fintech because the market is fearful about macro and consumer spending. The reality: * Q3 beat on transaction margin (+6% YoY) and EPS (+12% YoY). * Unbranded processing (Braintree) is re-accelerating
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Written by Aries Yuangga Summary Amazon (NASDAQ: AMZN) just delivered one of its cleanest quarters in years, yet the stock is down ~10% from post-earnings highs as part of a broad AI / mega-cap de-risking. This looks much more like sentiment puke than a fundamental problem. Key points: * Q3’25 was
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Written by Aries Yuangga Summary Amplitude (NASDAQ: AMPL) is a classic “growth at a reasonable price” setup: fundamentals are quietly improving, but the market is still pricing it like a broken IPO story. * Since IPO highs above US$80 in 2021, AMPL has been crushed, but Q3’25 marked a
Market Outlook
Ditulis oleh Aries Yuangga Ringkasan Amplitude (NASDAQ: AMPL) adalah contoh klasik “growth at a reasonable price”, bisnisnya membaik, tetapi pasar masih menilai AMPL seperti IPO gagal 2021. Poin-poin penting: * Sejak jatuh jauh dari ATH US$80, AMPL mulai menunjukkan infleksi fundamental yang solid di Q3’25: * Pendapatan +18% YoY (lebih
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Written by Aries Yuangga Summary AMD (NASDAQ: AMD) looks expensive at first glance, but zooming out, it’s one of the cleanest ways to ride a 5–10 year AI infrastructure boom: * Since May 2025, the stock has more than doubled, helped by the OpenAI deal (plan to deploy ~6
Market Outlook
Ditulis oleh Aries Yuangga Ringkasan AMD terlihat mahal secara sekilas, tetapi jika dilihat dalam horizon 5–10 tahun, ini adalah salah satu cara terbaik untuk mendapatkan eksposur pada AI supercycle: * Sejak Mei 2025, harga AMD sudah naik >100%, didorong oleh deal besar dengan OpenAI (rencana deployment 6 GW AMD
Market Outlook
Ditulis oleh Aries Yuangga Altria (NYSE: MO) baru saja memberi apa yang paling dicari investor income: harga diskon + dividend yield lebih besar. Setelah penurunan harga akibat sedikit miss pada pendapatan Q3, fundamental inti perusahaan tetap kokoh. Highlight Utama: * Q3 2025 revenue (ex-excise) US$5.25B (-1.6% YoY), sedikit di
Market Outlook
Disusun oleh Aries Yuangga Western Union (NYSE: WU) terlihat seperti “saham dibenci” yang diam-diam jadi mesin uang tunai: * Q3’25: Pendapatan US$1.03B (-1% YoY) tapi beat di revenue & EPS. * Segmen Digital Ber-Merek: transaksi +12%, pendapatan tersesuaikan +6%, 8 kuartal berturut-turut tumbuh di kisaran ini. * Consumer Services: pendapatan
Market-Outlook-en
Written by Aries Yuangga Western Union (NYSE: WU) looks like a classic “hated value” stock that quietly spits out cash: * Q3’25: Revenue US$1.03B (-1% YoY) but beat Street on both revenue and EPS. * Digital segment: branded digital transactions +12%, adj. revenue +6%. It is 8th straight quarter
Market-Outlook-en
Written by Aries Yuangga Altria (NYSE: MO) just gave income investors exactly what they want: more yield at cheaper prices. After a post-earnings sell-off on a tiny revenue miss, the underlying story is still intact: * Q3 2025 revenue (ex-excise) US$5.25B (-1.6% YoY) vs Street US$5.31B;
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Written by Aries Yuangga Lululemon Athletica (NASDAQ: LULU) has had a brutal 2025, but the business quality is far better than the share price suggests: * Q2 2025: * Revenue $2.5B (slight miss vs Street by ~0.5%) * EPS $3.10, solid beat * Guidance cut: FY growth from 5–7% → 2–
Market-Outlook-en
Written by Aries Yuangga Roblox Corporation (NYSE: RBLX) has re-entered BUY territory after a sharp ~25% pullback from its $130+ peak, right as fundamentals are accelerating faster than at any point in the company’s history: * Q3 2025 Beat & Raise Monster * Revenue: $1.36B (+48% YoY) * Bookings: $1.92B