Review of Key Insights from TVB Program 'Futubull AI on U.S. Stocks' (October 27-31, 2025)

Tang Hai汶：Market expectations indicate that third-quarter operating revenue will increase by 28% year-on-year, with earnings per share rising by 44%. From the perspective of stock price trends, since October, the 50-day moving average has been rising at a strong 45-degree angle. However, AMD’s stock is highly volatile, primarily driven by key news events. Recently, the stock surged due to AMD's announcement of a GPU contract with OpenAI, potentially worth tens of billions of dollars. Investors holding the stock are advised to continue monitoring performance changes and watch for further guidance during AMD's Analyst Day on November 11. Currently, most analysts maintain a buy rating, but the average target price has already been reached. Future catalysts will depend on AMD capturing more of NVIDIA’s GPU market share.$Advanced Micro Devices (AMD.US)$Market expectations indicate that third-quarter operating revenue will increase by 28% year-on-year, with earnings per share rising by 44%. From the perspective of stock price trends, since October, the 50-day moving average has been rising at a strong 45-degree angle. However, AMD’s stock is highly volatile, primarily driven by key news events. Recently, the stock surged due to AMD's announcement of a GPU contract with OpenAI, potentially worth tens of billions of dollars. Investors holding the stock are advised to continue monitoring performance changes and watch for further guidance during AMD's Analyst Day on November 11. Currently, most analysts maintain a buy rating, but the average target price has already been reached. Future catalysts will depend on AMD capturing more of NVIDIA’s GPU market share.

冯文慧：$Coinbase (COIN.US)$Last quarter, trading volume reached $237 billion, down 40% quarter-on-quarter, with the number of trading users decreasing by 1 million. The decline in average transaction size per user during the period led to an overall drop in trading volume, causing noticeable volatility in its stock price post-results. The cryptocurrency market is expected to remain strong in Q4 this year, naturally benefiting Coinbase as a cryptocurrency trading platform. Additionally, Coinbase receives annual dividends from Circle, the stablecoin issuer, making this part of its business essentially profit-generating without additional costs. As of early October this year, the global stablecoin market capitalization surpassed $300 billion. With positive prospects for stablecoin development and rapid expansion of the stablecoin market, Coinbase's related divisional revenue is also expected to grow significantly.

Chen Hongming：We consulted Futubull AI,$NVIDIA (NVDA.US)$This round of stock price increases has primarily benefited from the CEO’s optimistic outlook on the company’s future during the recent GTC conference. Jensen Huang stated that total pre-orders for the Blackwell GPU over the next five quarters are expected to reach approximately $500 billion, reflecting strong momentum in AI hardware demand. Furthermore, the conference unveiled several forward-looking technologies and partnerships, including investments in Nokia’s 6G platform, the introduction of quantum computing architecture, and collaboration with the U.S. Department of Energy to build an AI supercomputer, showcasing NVIDIA’s strategic positioning in AI infrastructure and future technology domains. The market has highly valued NVIDIA’s long-term growth potential in orders and partnership solutions, propelling it to become the first technology company with a market capitalization exceeding $5 trillion. The market’s average target price for NVIDIA is $230, with some estimates reaching as high as $320.

Huang Zizheng:Heavyweight stocks all announced their earnings after the market close. Overall, the results met expectations but had minor flaws in certain segments. Following the earnings announcements, stock prices experienced fluctuations during after-hours trading. This time, Apple's earnings growth was primarily driven by value-added services, particularly subscription growth in iCloud, AppleCare, and Apple Pay. Although value-added services performed strongly, Apple remains relatively inactive in AI investment, with no concrete updates available. Certainly, Apple CEO Tim Cook strongly supported the iPhone 17, indicating enthusiastic market response and expressing optimism that year-end Christmas and Singles' Day sales will boost Apple's next-quarter performance. The earnings report met expectations, though lacked significant highlights; the stock rebounded from its decline during after-hours trading. According to Futubull analysts' ratings, the average target price is $271, with a high estimate of $320. $Apple (AAPL.US)$ Heavyweight stocks all announced their earnings after the market close. Overall, the results met expectations but had minor flaws in certain segments. Following the earnings announcements, stock prices experienced fluctuations during after-hours trading. This time, Apple's earnings growth was primarily driven by value-added services, particularly subscription growth in iCloud, AppleCare, and Apple Pay. Although value-added services performed strongly, Apple remains relatively inactive in AI investment, with no concrete updates available. Certainly, Apple CEO Tim Cook strongly supported the iPhone 17, indicating enthusiastic market response and expressing optimism that year-end Christmas and Singles' Day sales will boost Apple's next-quarter performance. The earnings report met expectations, though lacked significant highlights; the stock rebounded from its decline during after-hours trading. According to Futubull analysts' ratings, the average target price is $271, with a high estimate of $320.

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