Cmind AI by Weihong Zhang

Cmind AI by Weihong Zhang

Cmind AI’s weekly newsletter delivers proprietary EPS predictions for the week’s upcoming reports.

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Cmind’s Edge: Outperforming SPY and Spotting This Week’s Top Beats

Cmind’s Edge: Outperforming SPY and Spotting This Week’s Top Beats

EPS Predictions for the Week of September 22nd, 2025

Weihong Zhang
Weihong Zhang

Archive

AVGO in Focus: High-Conviction Beat Call as Tech Drives the Week | Sharp Rise in Cmind EPS Prediction Accuracy Rates

AVGO in Focus: High-Conviction Beat Call as Tech Drives the Week | Sharp Rise in Cmind EPS Prediction Accuracy Rates

Large-cap Tech looks constructive, small-cap convexity is back, and Consumer Discretionary is the funding leg of choice.

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
The Most Important Earnings Cluster of Q4 Begins Now | CRM, SNOW, CRWD

The Most Important Earnings Cluster of Q4 Begins Now | CRM, SNOW, CRWD

High-probability signals favor Industrials and Tech as volatility stays elevated.

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
Thanksgiving - Deere at 95%: The Execution Premium Is Back

Thanksgiving - Deere at 95%: The Execution Premium Is Back

Deere sets tone for Industrials; software/retail hinge on guidance into December.

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
Alpha Lives in Mid & Small; Large Is Idiosyncratic | NVDA featured

Alpha Lives in Mid & Small; Large Is Idiosyncratic | NVDA featured

Backlog and pricing power win (ESLT, ROAD, ENR); funding risk and leverage lose (GLBE, XPEV, HGEN).

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
This Week Is Dispersion—Disney, AI, and the Retail Setup

This Week Is Dispersion—Disney, AI, and the Retail Setup

Health Care and platforms lean green; watch DIS guidance and early holiday reads to set the next 30 days.

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
Industrials Stay an Execution Tape; Tech Remains Two Trades | Earnings Wall + AMD

Industrials Stay an Execution Tape; Tech Remains Two Trades | Earnings Wall + AMD

Earnings breadth peaks Thursday; monetize dispersion and keep risk defined—AMD in focus.

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
Cmind's Edge: Dispersion Week - Trade the Spread, Not Beta

Cmind's Edge: Dispersion Week - Trade the Spread, Not Beta

Mega-cap cluster and GDP/PCE; expecting a correlation wobble—greater focus on single-name vs index exposure.

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
Cmind’s Edge: Defensive Titans in Focus - Procter & Gamble Leads a Resilient Earnings Week

Cmind’s Edge: Defensive Titans in Focus - Procter & Gamble Leads a Resilient Earnings Week

EPS Predictions for the Week of October 20th, 2025

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
Cmind’s Edge: Bank Fees Reignite Financials | Q2 Accuracy Review

Cmind’s Edge: Bank Fees Reignite Financials | Q2 Accuracy Review

EPS Predictions for the Week of October 13th, 2025

John DiBenedetto
Weihong Zhang
John DiBenedetto, +1
Cmind’s Edge: Q4 2025 Earnings at 22.5x P/E - The Make-or-Break Quarter for Bulls

Cmind’s Edge: Q4 2025 Earnings at 22.5x P/E - The Make-or-Break Quarter for Bulls

EPS Predictions for the Week of October 6, 2025

Weihong Zhang
Weihong Zhang
Cmind’s Edge: Nike Earnings in Focus: Will Q1 Set the Tone for Consumer Discretionary?

Cmind’s Edge: Nike Earnings in Focus: Will Q1 Set the Tone for Consumer Discretionary?

EPS Predictions for the Week of September 29th, 2025

Weihong Zhang
Weihong Zhang
Cmind’s Edge: Outperforming SPY and Spotting This Week’s Top Beats

Cmind’s Edge: Outperforming SPY and Spotting This Week’s Top Beats

EPS Predictions for the Week of September 22nd, 2025

Weihong Zhang
Weihong Zhang
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