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17 minutes ago
$CNSWF: Valuation Framework—6 Key Metrics + Capital Allocation Edge
$Constellation Software, Inc.(CNSWF)$ There are two fundamental questions when valuing a company (IMO). 1. What do I think the company’s future growth looks like? 2. What does the market think its future growth looks like? If you think the market is being overly pessimistic, then the company is in undervalued. How do you approach valuation? I've been working on my dashboard, capturing what I see as the 6 most important numbers for determining business quality. What would you add?
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21 minutes ago
SPX Prints Bullish Weekly FVG: Buy Zone 7,046–6,845, Target 7,400–7,650
Took the week off knowing would see a tight range week. The bull case needed one thing → a new bullish weekly FVG. Now it's printed. $S&P 500(.SPX)$ multi-week buy zone: 7,046–6,845 Pullback into the zone = BUY. Next wave → 7,400–7,650. Weekly close below 6,845 sends the sell signal. This week's theme was simple. Buy the lows. Sell the highs. That's exactly what we did. Sunday → upside. Tuesday → upside. Thursday → flush. Both sides. Both called. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2606(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$
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04-24 23:56
Intel Surges: CPU Narrative Heats Up! Is It Still Time to Buy Semiconductors?
This week, both $Intel(INTC)$ and $Advanced Micro Devices(AMD)$ surged, stealing the spotlight from the previously hot memory sector. Although SK Hynix delivered very strong earnings, SanDisk in the memory sector declined yesterday. Why has CPU replaced memory as the new favorite? Agentic AI workloads (task scheduling, state management, I/O control) are overwhelming GPUs alone — CPUs are now critical infrastructure again, not just supporting hardware. Over the past two years, the market has been used to a single chain: capex up → GPU orders up → HBM up → advanced packaging up. In this chain, CPUs were just a supporting role — “one extra chip bundled in the server,” and were given low valuation weight. M
TOPkoolgal: 🌟🌟🌟 The comeback story of $Intel(INTC)$ is a masterclass in what it means to be down but never out. For a while there Intel looks like it was losing its rhythm but now the critics are silenced with an astounding earnings report. Intel reached a record high of USD 85.22 on April 24 2026. This rally has eclipsed the previous all time high set on August 31 2000. The surge is driven by a fundamental shift in Intel's trajectory due to unprecedented AI server demand for server CPUs to support agentic AI, fueling a CPU renaissance. Successful high volume manufacturing on the 18A node has proven Intel can execute its technical road map. Q1 2026 adjusted EPS of USD 0.29 crushed the USD 0.02 analyst estimate, showing significant margin improvement. Can Intel go higher? KeyBanc recently raised its price target to USD 110 & HSBC increased its target to USD 95. What an amazing turnaround for Intel! It is time to buy this stock. @Tiger_comments @TigerStars @Tiger_SG
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2.90K
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04-23 20:39
$Broadcom(AVGO)$ With cease fire extend, will it create a opportunity or threat? To buy in or sell out? Is the market almost reaching the top? Or we just stay at current position and wait for more signal? A difficult time to made decision to advance or retract. AVGO is reaching it's historical high. Will it set a new height? Hope so! DYDD. Lucky Trading.
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04-23 21:45
$Bloom Energy Corp(BE)$ waiting calmly for 245 ... [Miser]
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04-23 22:34
$MU 20260424 477.5 CALL$ She's a 10!!!! What a scalp! ✌️🤑✌️
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04-23 23:24
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04-23 23:47
$MU 20260424 482.5 CALL$ what a runner! ✌️😎✌️
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04-24 15:05
$ELEVRA LITHIUM LTD(ELV.AU)$ Big green candles past 2 days, sharing for coins
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04-24 16:26
$Advanced Micro Devices(AMD)$
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04-24 17:08
$NVIDIA(NVDA)$
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04-24 18:31
$Advanced Micro Devices(AMD)$ AMD GO GO GO TO THE MOON!!!
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04-24 18:32
$Intel(INTC)$ Intel go go go to the moon 🌙!!!
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04-24 19:11
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04-24 21:32
$SOXL 20260501 111.0 PUT$ Any U-turn in sight?
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04-24 22:18
$Intel(INTC)$ recoup some cost back first
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04-24 22:01
Will $AVAV Reclaim $210 Resistance and Resume Uptrend?
$AeroVironment(AVAV)$ $AeroVironment, Inc.(AVAV) Slips -3.90%: Testing Support After Bullish Analyst Call 🛩️📉 Latest Close Data 📊 As of Apr-24-2026, AVAV closed at $201.91, down -3.90% (-$8.19). The stock is now -51.7% below its 52-week high of $417.86. Core Market Drivers ⚙️ The stock is digesting a recent bullish analyst note from BNP Paribas, which highlighted significant upside potential. This follows a volatile period, including a sharp -5.08% drop on Apr-17, suggesting a tug-of-war between positive sentiment and short-term profit-taking. Technical Analysis 📈 Volume was 1.06M shares (Volume Ratio: 0.72), indicating below-average participation. The MACD (-2.77, -7.00, 8.46) shows the DIF line attempting to converge with DEA, hinting at potenti
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04-24 21:56
$KRMN Drops Sharply as It Tests Critical $76 Support
$Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Karman Holdings (KRMN) Plunged -6.71%: Testing Key Support at $76.6 After Heavy Selling 📉 Latest Close Data: KRMN closed at $76.60 on 2026-04-24, a significant drop of -6.71% (-$5.51). It is now -35.3% below its 52-week high of $118.38. 📰 Core Market Drivers: The stock has been under sustained selling pressure, highlighted by a 5% intraday drop on April 17th. A key positive catalyst is Piper Sandler's recent upgrade to "Overweight" with a $127 target (March 2026). The broader Aerospace & Defense sector showed mixed but relatively flat performance, indicating company-specific weakness. 📊 Technical Analysis: The sell-off was on high volume (1.99M shares, Volume Ratio 1.07), confirming the be
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04-24 21:53
Can $VICR Reclaim $273 and Resume Its Uptrend?
$Vicor(VICR)$ $Vicor Corporation (VICR) Dips -1.84%: AI Power Play Consolidates Near $260, Eyes $282 Target 🚀 Latest Close Data 📊 Closed at $260.13 on 2026-04-24, down -1.84% (-$4.87). The stock is ~$33.82 (11.5%) below its 52-week high of $293.95. Core Market Drivers ⚡ AI Demand Catalyst: Recent strong performance was fueled by star fund manager endorsements, highlighting VICR's critical power conversion components for AI hyperscale data centers. Analyst Optimism: Needham recently raised its price target to $260, reflecting confidence in the AI infrastructure growth story. Volatility & Profit-Taking: The stock experienced significant intraday swings (9.46% amplitude), indicating consolidation after a sharp rally, with some profit-taking press