Viga Liu
85 Articles
Viga is a CFA charterholder and equity research analyst at TradingKey Investment Research, specializing in U.S. tech: semiconductors, AI, software, and crypto. With 4 years of combined experience spanning equity research and broader macro analysis, she leverages macro, fundamental, technical, and flow-of-funds frameworks to deliver actionable insights.
Written by Viga Liu
Reviewed by Viga Liu
Microsoft FY26 Q1: Azure's AI-Powered Surge Meets $35B Capex Shockwave—OpenAI Pact Secures the Future
Investors are clearly impressed by the company’s operational strength, but not all are convinced that massive AI-era spending will translate to near-term returns, especially with no detailed earnings roadmap for the rest of the year.
Fri, Oct 31
Intel Q3 2025: AI Boost and Partnerships Signal a New Era for US Chip Leadership
TradingKey - Intel’s Q3 FY2025 earnings smashed Wall Street projections, sending the stock up 8% in after-hours trading and fueling renewed confidence in the company’s turnaround story.
Fri, Oct 24
OpenAI's Dev Day 2025: How ChatGPT's App Ecosystem Is Redefining the Internet
Two years ago, OpenAI's first Dev Day felt like a startup showing off its breakthrough product. ChatGPT had 100 million weekly users and processed 300 million API tokens per minute—numbers that made headlines and seemed impossibly large. Fast-forward to today, and those figures look almost modest. C
Wed, Oct 8
Small Modular Reactors (SMRs): The Nuclear Powerhouse Driving AI's Explosive Energy Demand
TradingKey - Small modular reactors (SMRs) are compact, factory-built nuclear reactors designed to deliver clean, reliable energy to meet the surging demands of AI data centers, which the U.S. grid—36% oil, 36% gas, and inconsistent renewables—struggles to support.
Fri, Oct 3
Can $100 Billion Change the Future of AI? The Inside Story of Nvidia and OpenAI’s Mega Partnership
TradingKey - Recently, headlines around the world spotlighted Nvidia’s deal to invest up to $100 billion in OpenAI, a move that’s already being called one of the boldest bets in the history of artificial intelligence.
Fri, Sep 26
Memory Giant Micron Delivers Stellar Q4 FY2025 with Explosive DRAM and HBM Growth
TradingKey - Micron Technology, Inc. (NASDAQ: MU) delivered a stellar Q4 FY2025 earnings report, exceeding expectations on revenue, earnings, and margins. The company reported total revenue of $11.32 billion, up 46% YoY and 22% sequentially, surpassing the consensus forecast of $11.1 billion.
Wed, Sep 24
AI’s Next Battlefield: Broadcom’s TPU-Backed ASICs Challenge Nvidia’s GPU Dominance
TradingKey - Broadcom (NASDAQ: AVGO) recently secured a landmark $10 billion deal with OpenAI to supply custom AI accelerators, solidifying its leadership in the booming AI semiconductor market. Alongside its longstanding Google TPU partnership, this positions Broadcom to capture significant growth
Mon, Sep 22
Oracle Q1 FY2026 Earnings: Cloud Surge and Record RPO Fuel AI Optimism
TradingKey - Oracle Corporation (NYSE: ORCL) posted mixed Q1 FY2026 results, with total revenue and adjusted EPS slightly below consensus amid a shift to cloud services, but cloud revenue beat expectations with robust 28% growth. A massive RPO backlog of $455 billion, up 359% YoY
Wed, Sep 10
CoreWeave (CRWV): Is This AI Cloud Powerhouse the Smart Buy Right Now?
TradingKey - CoreWeave is a specialized AI infrastructure company delivering rapid access to advanced Nvidia GPUs and liquid-cooled clusters, with client demand exceeding current supply. Multi-year take-or-pay contracts and a large backlog underpin strong revenue growth, but results remain dependent
Mon, Sep 8
Broadcom Q3 FY2025 Earnings Review: AI Surge and VMware Synergy Fuel Record Performance
TradingKey - Broadcom Inc. (NASDAQ: AVGO) delivered a strong fiscal Q3 2025, with results driven by AI networking strength and continued VMware integration. Revenue and EPS both topped expectations, reinforcing the company’s role as an essential player in the AI infrastructure buildout.
Fri, Sep 5
Unlocking Gold’s Next Leg: $4,000 in Reach by 2025？
TradingKey - Gold has kicked off a fresh uptrend in early September, breaking out of months of compression and reclaiming key territory. The decisive move above $3,500 establishes a new support base and puts higher objectives back on the table for the weeks ahead
Thu, Sep 4
Gold Surges Past $3,500 to a Record High! How to Seize Opportunities in This Rally?
TradingKey - Gold has surged spectacularly to new all-time highs above $3,500 per ounce this September, marking one of the most significant rallies in recent history. This represents a remarkable performance, surpassing previous resistance levels at $3,500.
Wed, Sep 3
NVIDIA Q2 FY2026: Surfing the AI Surge with Blackwell, Steering Through China’s Export Challenges
TradingKey - NVIDIA Corporation (NASDAQ: NVDA) reported strong Q2 FY2026 results on August 27, 2025, after market close, driven by robust AI-powered demand and adoption of its next-generation Blackwell GPU platform. The company delivered significant revenue and profit beats overall, with...
Thu, Aug 28
Nvidia’s China Bet: How AI’s Biggest Player Got Trapped in a Global Tech Divide
TradingKey - For over twenty years, Jensen Huang, the charismatic and visionary CEO of Nvidia, has been much more than a technology supplier to China. He has played a crucial role in nurturing the growth of China’s technology industry. Born in Taiwan and fluent in the cultural nuances bridging...
Mon, Aug 25
Palo Alto Networks Smashes Q4 Estimates, Riding AI and Platform Momentum
TradingKey - Palo Alto Networks (NASDAQ: PANW) reported strong Q4 FY2025 revenue growth, driven by AI-enhanced cybersecurity and platform expansion. It beat revenue expectations and grew subscription revenue, though margins were pressured by investments in software and cloud efforts. Surpassing a $1
Tue, Aug 19
Kratos (KTOS): Leading the AI-Powered Drone Revolution in Modern Warfare
TradingKey - Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is pioneering the future of warfare with affordable, AI-powered unmanned systems. Its flagship XQ-58A Valkyrie drone, costing $2–4 million compared to an F-35’s $100 million, signals a major shift from expensive manned aircraft to
Mon, Aug 18
George Soros Q2 2025 13F Report: Tactical Bets and Market Mastery Unveiled
TradingKey - George Soros, the iconic financier and chairman of Soros Fund Management, remains a defining figure in global investing. Widely recognized for his theory of market reflexivity, which contends that investor biases and market fundamentals form feedback loops influencing asset prices
Fri, Aug 15
Applied Materials Q3 Earnings: AI Demand Soars, but Cautious Guidance Triggers After-Hours Selloff
TradingKey - Applied Materials, Inc. (NASDAQ: AMAT) announced its Q3 FY2025 earnings on August 14, 2025, after market close, reporting strong revenue fueled by AI-related semiconductor demand, which beat expectations. However, cautious Q4 guidance, including EPS below analyst estimates
Fri, Aug 15
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CoreWeave’s Q2 FY2025: AI Surge Drives Record Revenue, but Profit Challenges Persist
TradingKey - CoreWeave, Inc. (NASDAQ: CRWV) Q2 FY2025 earnings delivered strong revenue growth but missed earnings expectations, which led to a roughly 10% stock price drop in after-hours trading. Revenue surged 207% year-over-year, driven by robust demand for its GPU-intensive AI cloud platform.
Wed, Aug 13
RTX: Driving Breakthroughs in Defense Technology and Commercial Aviation
RTX Corporation (NYSE: RTX) is a dominant force in aerospace and defense, perfectly positioned to ride the wave of growing global defense budgets and a booming commercial aviation market.
Mon, Aug 11
