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Viga Liu

35 Articles

With a focus on macroeconomics and commodities, she brings years of experience in fundamental, technical, and flow-of-fund analysis. Her expertise extends to a variety of assets, including gold and crude oil. Her background in the buy-side has honed her ability to dissect market dynamics, uncovering the underlying logic behind market trends and discovering trading opportunities.

Viga holds degrees from the University of Waterloo and the University of Melbourne. She is well-equipped to offer analysis with different angles, bridging the gaps in traditional fundamental analysis.

Written by Viga Liu

Reviewed by Viga Liu

Apple FY2025 Q2 Earnings Preview: Can It Thrive in a Trade War Storm?

TradingKey - As Apple ready to release its Q2 FY2025 earnings, the tech giant stands at a crossroads, navigating a landscape shaped by robust fundamentals, escalating trade tensions, and intensifying competition. With its iconic brand and formidable cash flow, Apple remains a cornerstone of the...
Tue, Apr 29

Amazon Q1 2025 Earnings Preview: Navigating Tariffs, E-commerce, and Cloud Growth

TradingKey - Amazon is gearing up to unveil its Q1 2025 earnings, and investors are buzzing with anticipation. The market generally expects the company's revenue to be between $151 billion and $155.5 billion, a YoY increase of about 5% to 9%. Operating profit is expected to be between $14 billion...
Tue, Apr 29

[IN-DEPTH ANALYSIS] From Alarm Clocks to EVs: Why Texas Instruments’ Chips Are Your Next Big Bet

Yet despite TI’s pervasive influence, its stock price has lagged behind the semiconductor industry’s AI-driven boom. Can this defensive giant with a steady dividend and strong cash flow capitalize on the market recovery to regain its former glory?
Tue, Apr 29

Tesla Q1 2025 Earning Report Review: Autonomous Driving and Robotics Lead Future Growth

TradingKey - Tesla's Q1 2025 earnings results revealed short-term financial pressure, with core data lower than market expectations, and both revenue and profitability facing challenges. Against the backdrop of sales and profit pressure, Musk remains confident in Tesla's future.
Wed, Apr 23

Tesla's 2025 Q1 Earning Report Preview: A Critical Moment of Hope and Challenge

TradingKey - Tesla's 2025 Q1 financial report will be released on April 22. As a leader in the global electric vehicle industry, its performance has attracted much attention from the market.
Tue, Apr 22

TSMC's Q1 2025 Earning: Technological leadership and AI demand drive continued growth in performance

For investors, TSMC's current valuation has not yet fully reflected its growth potential in the AI ​​chip market. It is recommended to pay attention to its progress in 2nm process mass production and CoWoS capacity expansion.
Thu, Apr 17

ASML 2025 Q1 Earnings Report Analysis: Robustness, Caution and Uncertainty

Although ASML's financial situation remains robust, driven by high-margin EUV systems and strict cost management, macroeconomic uncertainties, especially tariffs, and the cyclical slowdown in semiconductor demand have caused some concerns about near-term growth.
Wed, Apr 16

TSMC 2025 Q1 Outlook: AI-Driven Growth and Supply Chain Breakthrough Amid Tariff Pressures

As the world's leading semiconductor foundry, TSMC's Q1 2025 revenue reached NT$839.254 billion, a year-on-year increase of 41.6%, exceeding market expectations and in line with the company's guidance of NT$820 billion to NT$846.24 billion.
Tue, Apr 15

[IN-DEPTH ANALYSIS] Tesla's 2025 tariff impact and valuation outlook

TradingKey - Trump's tariff policy has led to rising costs for electric vehicles and energy storage, intensified market competition, and declining demand in China and the United States.The company is heavily dependent on China's rare earths and batteries and needs to accelerate local production...
Tue, Apr 15

[IN-DEPTH ANALYSIS] Marvell Technology (MRVL): Betting Big on ASICs Amid Challenges

Marvell's AI ASICs deliver efficiency benefits but contend with constrained market share (10-15%) and concentrated demand.
Mon, Apr 7
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