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Viga Liu

78 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

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

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

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.

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

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.

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...

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...

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

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

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

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

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.

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.

Toyota’s Hybrid Momentum Drives Q1 FY26 Growth, Yet Tariff Risks Cloud Horizon

TradingKey - Toyota Motor Corporation (NYSE: TM) reported its Q1 FY2026 earnings for the quarter ended June 30, 2025. Following the market close on August 7, shares dropped approximately -1.36%, reflecting mixed sentiment despite optimism around robust hybrid sales and a weaker yen boosting profitab

AppLovin Q2 FY2025 Earnings Review: AI-Fueled Surge Delivers Record Results—So Why Did the Stock Dip After Hours?

TradingKey - AppLovin (NASDAQ: APP) reported strong Q2 FY2025 earnings on August 6, 2025, driven by its AI-powered advertising platform, Axon 2.0, and the completion of its apps business divestiture. The company exceeded market expectations, although cautious guidance, concerns over long-term impact

SMCI Q4 FY2025 Earnings Review: AI-Driven Growth Offset by Margin Pressures and Execution Challenges

TradingKey - Super Micro Computer, Inc. (NASDAQ: SMCI) reported its Q4 FY2025 earnings on August 5, 2025, after market close, delivering growth but missing both revenue and EPS expectations.

AMD Q2 FY2025 Earnings Review: Impressive Growth Stumbles on Export Control Hurdles

TradingKey - Advanced Micro Devices, Inc. (NASDAQ: AMD) released its Q2 FY2025 earnings on August 5, 2025, after market close, delivering robust results driven by record sales in its Data Center and Client segments. Despite a 32% YoY revenue increase, surpassing expectations, the stock dipped around

Lockheed Martin (LMT): Robust Backlog & Geopolitical Tailwinds Bolster Long-Term Outlook Despite Short-Term Project Setbacks

TradingKey - The U.S. is increasing defense spending significantly over the years due to rising global tensions and the need to modernize its military capabilities. The defense sector has outperformed broader markets fueled by reliable government contracts and innovation.

Amazon Q2 FY2025 Earnings Review: Robust Cloud and AI Growth Coupled with Retail Tariff Challenges

TradingKey - Amazon.com, Inc. (NASDAQ: AMZN) released its Q2 FY2025 earnings on July 31, 2025, after market close, delivering results that surpassed expectations, driven by robust growth in AWS, advertising, and retail segments.

Apple Q3 FY2025 Earnings Review: Strong iPhone Performance and AI Momentum Amid Tariff Challenges

TradingKey - Apple Inc. (NASDAQ: AAPL) released its Q3 FY2025 earnings on July 31, 2025, after market close, delivering results that surpassed expectations, driven by robust iPhone sales and strong Services growth. Despite a slight dip in initial after-hours trading, Apple’s stock rose 2%...

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