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Viga Liu

71 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

Fastenal Company Q2 FY2025 Earnings Review

TradingKey - Fastenal Company (NASDAQ: FAST) released its Q2 FY2025 earnings on July 14, 2025, surpassing market expectations with strong revenue and earnings growth, driving a roughly 4.2% stock price increase in pre-market trading.

Tue, Jul 15

ASML Q2 FY2025 Earnings Review: Strong Growth and High-NA EUV Breakthrough Shadowed by 2026 Uncertainty

ASML Holding N.V. (NASDAQ: ASML) released its Q2 FY2025 earnings on July 16, 2025, exceeding market expectations with robust net sales and net bookings, though the stock fell around 10% due to cautious guidance for 2026 amid geopolitical uncertainties.

Mon, Jul 14

Delta Air Lines Q2 FY2025 Earnings Review

Delta Air Lines (NYSE: DAL) is set to release its Q2 2025 earnings on Thursday, July 10, 2025, before market opens, followed by a webcast and conference call to review financial and operational results.

Fri, Jul 11

Skyworks Solutions (SWKS): Navigating Customer Concentration Amid Growth Challenges

Skyworks Solutions (NASDAQ: SWKS) is a leading supplier of RF semiconductors, especially for smartphones, automotive, and IoT devices. However, a major near-term headwind emerged in early 2025 when Apple announced it would reduce its reliance on Skyworks for the upcoming iPhone 17.

Wed, Jul 9

Unlocking Cisco’s Future: The Rise of Software, Services, and AI Infrastructure

Cisco Systems (NASDAQ: CSCO) is at a pivotal stage, evolving from a dominant networking hardware leader into a software- and AI-driven company, accelerated by its $28 billion Splunk acquisition in early 2024.

Tue, Jul 8

Tripadvisor (TRIP): An Undervalued Hidden Gem Riding the Experience Economy with AI

Despite competition and economic risks, Tripadvisor’s stock, with a forward P/E of 8.7 (below the peer median of 15), looks attractive. Viator’s growth and AI-driven revenue potential is worth watch and support a target price range of $13–$22.

Tue, Jul 1

[IN-DEPTH ANALYSIS] Zillow Unveiled: The Data-Driven Engine Behind U.S. Home Buying and Selling

TradingKey - Zillow Group is the top online real estate website in the United States. It’s where millions of people start when they want to buy, sell, or rent a home. Since it was founded in 2006, Zillow has changed the way people find homes by giving them easy access to home prices, listings, and h

Tue, Jun 24

[IN-DEPTH ANALYSIS] Tesla’s Robotaxi Ambition Amid the Trump-Musk Political Tensions

TradingKey - Political Feud Impact: Musk’s clash with Trump risks Tesla’s subsidies and SpaceX’s federal contracts, essential for growth.· Robotaxi Opportunity: Tesla’s scalable robotaxi could have great potential but faces regulatory and competitive hurdles.

Mon, Jun 16

[HOTSPOT ANALYSIS] WWDC 2025 Highlights: Apple’s Measured AI Strategy and Innovative Liquid Glass Interface

TradingKey - Apple’s Worldwide Developers Conference (WWDC) 2025, held on June 9, was highly anticipated as a key moment for the company’s AI plans, especially as other major tech companies are investing heavily in AI. However, the event mostly featured small, steady improvements rather than big, br

Tue, Jun 10

[IN-DEPTH ANALYSIS] ServiceNow: Harnessing AI to Automate Workflows and Redefine Enterprise Value

TradingKey - ServiceNow acts as a platform on top of platforms, seamlessly integrating over 200 leading business tools to unify and automate cross-department workflows, effectively breaking down information silos.

Mon, Jun 9

[IN-DEPTH ANALYSIS] Snowflake: Making AI Real and Unlocking New Data Cloud Growth

If you’re looking for a company that’s not just talking about AI but actually making it real, Snowflake stands out. It’s helping businesses turn AI from a buzzword into practical solutions, acting as the engine room powering the AI revolution. Snowflake’s AI progress is impressive, and the latest re

Wed, Jun 4

[IN-DEPTH ANALYSIS] Breaking AI's Energy Bottleneck: NuScale SMR, Pioneering a New Nuclear Era

【In-Depth Analysis】TradingKey - Forget the image of massive nuclear plants costing billions and taking decades to build. While they’ve long been the backbone of the grid, they’re starting to feel clunky in today’s fast-evolving energy landscape.

Wed, Jun 4

[IN-DEPTH ANALYSIS] UnitedHealth (UNH): Can the Healthcare Giant Recover After Its Epic Collapse?

Once a Wall Street sweetheart, UnitedHealth Group (UNH) dominated the US healthcare industry with its unbeatable vertical empire, spanning insurance, clinics, pharmacies, and data analytics.

Mon, May 26

Coinbase: The Crypto Stock Even BTC Skeptics Can’t Ignore

TradingKey - Deribit acquisition expands Coinbase’s dominance in crypto derivatives, adding institutional clients and global reach. Fair value ranges from $224–$299 based on current growth, with $500+ reflecting long-term growth potential but significant uncertainty.

Mon, May 19

[IN-DEPTH ANALYSIS] Reddit's Monetization Struggle: Is the Business Model Sustainable?

However, platforms like YouTube and TikTok (videos) or Pinterest (images) have figured out how to generate significant commercial value, text based platforms like Reddit inherently have a flaw to monetize, and when you add issues like user resistance to ads and censorship, it gets even harder.

Mon, May 12

A Slice of Victory: Why Domino’s Has Won Investors’ Hearts and Appetites?

Even if its P/E makes Buffett frown, for those willing to accept a premium, this pizza is worth a bite, to slowly savor its future.

Wed, May 7

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

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