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Illumina's 2Q25 Earnings Update
Results show flattish revenue from consumables and instruments amid funding cuts but non-GAAP diluted EPS grew — learn more.
Aug 11
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Thomas Chua
July 2025
Dividend Portfolio Review for 2Q 2025
Welcome to my detailed dividend portfolio review for second quarter of 2025.
Jul 7
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Thomas Chua
June 2025
AI Applications Overview
Discover how Generative, Predictive, and Physical AI transform industries and drive new investment opportunities — click to learn more!
Jun 15
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Thomas Chua
AI Data Infrastructure Overview
Discover how robust data infrastructure, cloud computing, and cybersecurity drive AI innovation and shape tomorrow's tech landscape.
Jun 1
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Thomas Chua
May 2025
Illumina's 1Q25 Earnings Update
Results show flattish revenue from consumables and instruments as well as lower cash flow amid geopolitical risk and funding challenges — learn more.
May 22
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Thomas Chua
AI Hardware: Semiconductor
Dive into the AI hardware world: learn how chips, semiconductors, and tech leaders are powering a booming 24.3% CAGR market.
May 15
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Thomas Chua
Overview of AI Value Chain
Explore the booming AI value chain—from ML & DL to autonomous tech—and unlock new high-growth investment opportunities.
May 1
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Thomas Chua
April 2025
Dividend Portfolio Review for 1Q 2025
Dive into my Q1 2025 dividend portfolio review: 23.5% ROI, & strategy shifts. See my stock analysis & lessons learned. Click now!
Apr 1
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Thomas Chua
March 2025
Challenges in Valuing Stocks with DCF Model
Explore why DCF Model for stock valuation has its limitations.
Mar 15
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Thomas Chua
Refining My Investment Strategy
Reflections on investment strategy & how to better utilize my time for research. This is my journey to build a robust portfolio aligned with long-term…
Mar 1
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Thomas Chua
February 2025
Illumina's 4Q24 Earnings Update
Dive into ILMN's FY2024 performance: revenue declines, rising free cashflow growth, the ongoing NovaSeq X transition and China market woes.
Feb 15
•
Thomas Chua
Illumina: A Turnaround Play
Explore Illumina's turnaround story and investment opportunities in the evolving genomics market.
Feb 1
•
Thomas Chua
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