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EquitiesEquities
Alphabet (GOOGL) Q4 FY2024 Earnings Review
Feb 06, 2025

Alphabet (GOOGL) Q4 FY2024 Earnings Review

GOOGL sold off after earnings - is this the beginning of the top? We deep dive into its fundamentals, valuation, and price technicals.

Yimin Xu
Yimin Xu
EquitiesEquities
Apple (AAPL) Q1 FY25 Earnings Review
Feb 05, 2025

Apple (AAPL) Q1 FY25 Earnings Review

China issues deepen. Mac, iPad, and Services outperform. The stock is very tradable despite high valuations.

Yimin Xu
Yimin Xu
CryptoCrypto
Crypto After The Crash: Is The Bottom In?
Feb 04, 2025

Crypto After The Crash: Is The Bottom In?

BTC, ETH, SOL, XRP, COIN, RIOT: a brutal selloff after tariffs kicked in for Canada, Mexico, and China, but Trump played reverse uno at the stock market open on Monday. Where do we go from here?

Yimin Xu
Yimin Xu
EquitiesEquities
+1+1
Where Is SPY Headed In 2025?
Feb 03, 2025

Where Is SPY Headed In 2025?

January started off positively, as the S&P 500 hovers just below its all-time-high. What does this mean for the rest of the year? Plus the all-important February Seasonality for SPY, QQQ, IWM.

Yimin Xu
Yimin Xu
RatesRates
Post-FOMC, PCE, Tariffs: The Bar For Next Cut Is High
Feb 02, 2025

Post-FOMC, PCE, Tariffs: The Bar For Next Cut Is High

An interest rate review after January FOMC and PCE data. Thoughts on tariffs, Treasury issuances, 10-year UST Yield, TLT.

Yimin Xu
Yimin Xu
EquitiesEquities
Tesla (TSLA) Q4 FY24 Earnings Review: Valuation Is For Losers
Jan 31, 2025

Tesla (TSLA) Q4 FY24 Earnings Review: Valuation Is For Losers

No Pay Wall, But Please Do Share. The First Buddy Gets A Pardon.

Yimin Xu
Yimin Xu
EquitiesEquities
Microsoft (MSFT) Q2 FY25 Earnings Review: Deep Seeking Growth
Jan 30, 2025

Microsoft (MSFT) Q2 FY25 Earnings Review: Deep Seeking Growth

Quarter Ending December 31, 2024. When unexciting revenue meets big spending.

Yimin Xu
Yimin Xu
EquitiesEquities
+1+1
January FOMC Preview, TLT, Pre-earnings For MSFT, META, TSLA, NDAQ
Jan 29, 2025

January FOMC Preview, TLT, Pre-earnings For MSFT, META, TSLA, NDAQ

Will the Fed shake the stock market again like they did in December? Plus a take on the real reason for Monday's selloff.

Yimin Xu
Yimin Xu
EquitiesEquities
Citigroup (C): Q4 2024 Earnings Review: Lucrative Markets Business
Jan 28, 2025

Citigroup (C): Q4 2024 Earnings Review: Lucrative Markets Business

Citigroup enjoyed a strong quarter, with high growth in Markets and Banking. But share price could face near-term resistance.

Yimin Xu
Yimin Xu
EquitiesEquities
Bank of America (BAC) Q4 2024 Earnings Review: Growth Acceleration
Jan 27, 2025

Bank of America (BAC) Q4 2024 Earnings Review: Growth Acceleration

The sleepy giant of Wall Street awakens?

Yimin Xu
Yimin Xu
Market UpdatesMarket Updates
+1+1
YXI Market Update: January 24, 2025
Jan 24, 2025

YXI Market Update: January 24, 2025

Liquidity, Yields, Oil, Tariffs, China, Gold, Bitcoin, SPY, QQQ...we talk about all they all link together

Yimin Xu
Yimin Xu
EquitiesEquities
Netflix (NFLX) 2024 Q4 Earnings Review: A Blockbuster
Jan 23, 2025

Netflix (NFLX) 2024 Q4 Earnings Review: A Blockbuster

"Instead of paying $12 a month for Netflix, you can DCA into its shares, and make 5-figures over 20 years" - FinTwit Guru.

Yimin Xu
Yimin Xu
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Macro and Quant Driven Market Analysis of TLT, BTC, and Mag-7

YX Insights

Macro and Quant Driven Market Analysis of TLT, BTC, and Mag-7

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