Viga Liu
18 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
Occidental Petroleum Q4 Earnings: A Master of Financial Management Withstanding the Oil Cycle
Occidental Petroleum (OXY) Q4 2024 Earnings revealed a financial landscape marked by strong operational performance amidst considerable challenges.
Wed, Feb 19
BHP FY2025 H1 Earnings: Trapped in the Commodity Cycle, but the Diversified Strategy Still Promising?
For FY2025 H1, BHP reported disappointing results but is actively pivoting towards growth with strategic investments in copper and potash, aiming to leverage future demand from electrification and urbanization despite challenges in the iron ore market.
Tue, Feb 18
Amazon 2025: Retail Strength, Cloud Dominance, and AI-Powered Growth
Valuation Upside: Base case valuation of $245, with potential upside to $310 driven by AWS growth and broader AI adoption.
Mon, Feb 17
Not just Focus on Crypto, Coinbase's Q4 Earnings Report Shows 167% CAGR in This Business!
Coinbase's Q4 earnings showcased an exceptional financial performance, with revenue soaring by 138% YOY and net income skyrocketing by 370%. This growth was supported by a 128% increase in institutional trading volumes from the previous quarter, underlining Coinbase's strengthening position among...
Fri, Feb 14
ASML Set to Soar: Unleashing Growth from US, Japan, and Korea's Chip Boom
ASML Holding N.V., headquartered in Veldhoven, Netherlands, leads the semiconductor sector by specializing in advanced photolithography equipment. This equipment is crucial for creating microchips, as it precisely etches patterns onto silicon wafers.
Tue, Feb 11
DeepSeek: Challenging the AI Landscape with Innovative Algorithms and Lower Costs
DeepSeek's recent released models have rapidly become a focal point in the AI industry due to their outstanding performance across multiple standardized tests, garnering widespread attention from the sector.
Mon, Feb 10
Is Intel Ready for a Comeback?
While the stock may appear attractive due to its low valuation, Intel’s ability to execute its strategies effectively remains uncertain. The company’s heavy reliance on the success of its Foundry business and its ability to compete with industry leaders like TSMC and Samsung add layers of complexity
Thu, Jan 23
U.S. Banking Sector Q4 2024 Earnings Preview
Banks are anticipated to shift their focus from interest rate-driven gains to growth in trading volume. While net interest income may continue to decline, the rate-cutting environment could alleviate the intense competition for deposits, as customers may seek fewer high-yield products.
Tue, Jan 14
How Cerence is Defining a New Era for In-Car Voice AI
Despite market challenges, Cerence’s stock is undervalued, with a $33.8 target price suggesting a doubling upside potential, fueled by generative AI adoption and its strong position in premium automotive markets.
Mon, Jan 13
Intel: Can It Turn the Tide?
Intel is at a critical juncture, navigating challenges from rising competition, execution setbacks, and heavy capital demands under its IDM 2.0 strategy.
Mon, Jan 6
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