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Viga Liu

28 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

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.
17 hours ago

[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

[IN-DEPTH ANALYSIS] AppLovin: The Secret to Explosive Growth Through AI and Acquisitions

Through key acquisitions (MAX, Adjust, MoPub), AppLovin evolved from a mobile game ad platform to an industry-wide platform, expanding its technology, user base, and market reach.
Mon, Mar 24

[IN-DEPTH ANALYSIS] Coinbase: The Next Chapter of Crypto from Trading to Consumer Apps

Our valuation estimates its intrinsic worth at $75–$87 billion, suggesting meaningful upside potential from its current market cap of $50 billion. While risks such as regulatory uncertainty and crypto market volatility remain, Coinbase’s diversified revenue streams and strong execution capabilities
Tue, Mar 18

[IN-DEPTH ANALYSIS] Snowflake: Leading the Charge in Cloud Data Innovation

Snowflake’s cloud data platform outpaces competitors with its scalable, cross-cloud architecture and cost-efficient storage-compute separation, setting a new industry standard. Cortex AI and Snowpark help NRR at 126%, positioning Snowflake as an AI/ML frontrunner.
Tue, Mar 11

[IN-DEPTH ANALYSIS] Salesforce: Will Salesforce Be Replaced by AI or Leverage It to Lead?

AI Opportunity and Risk: Salesforce’s decade-long AI investment and Agentforce leverage its clients, but AI could reduce seat demand and commoditize offerings.Moat vs. Agility: High switching costs secure its enterprise base, yet its size may slow adaptation to AI-native competitors.
Mon, Mar 10

CrowdStrike Q4 FY25: Fading Growth Momentum Tests a Cybersecurity Titan

CrowdStrike delivered results that, while surpassing consensus estimates, revealed a concerning slowdown in key growth metrics.
Wed, Mar 5

[IN-DEPTH ANALYSIS] TSMC: Forging the Future of Chips with Unmatched Scale and Innovation

A 20% revenue jump in 2025, backed by fabless demand and capacity growth, supports a target price range of $190-$263, promising strong returns.
Mon, Mar 3

[IN-DEPTH ANALYSIS] Apple’s Path Forward: Balancing Innovation, Pricing, and Market Challenges

Apple’s current stock price reflects market optimism, but risks in China and AI development may limit its fair value to a range of $167–$264.
Mon, Feb 24
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