$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con
The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong. If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust
I would avoid taking a high-conviction position immediately before the delivery report. A delivery beat could spark a relief rally, especially if expectations have already been revised lower. However, one quarter of deliveries does not resolve the bigger questions around margins, pricing power and execution of Tesla's AI, robotaxi and chip ambitions. Burry's short reflects downside risk if demand disappoints or guidance weakens. Gary Black's view suggests deliveries may exceed consensus, but even a beat may not lift the stock if investors were expecting more. The more important signal is management's outlook. I would rather react to both the delivery figures and commentary than gamble on the binary outcome. Over the long term, Tesla's valuation still depends more on successful execution in
$TSLA down 2% on the monster delivery numbers. I think this is mostly buy on the rumor, sell on the news. Stock is still up 12% over the past week compared to the Nasdaq up 4%. The whisper must have been much higher than I realized. I can't find anything sinister in the numbers. They missed energy deployments by 3%, but investors are even less focused on energy compared to delivers.
Baidu (BIDU) Prepares for a Bullish Turnaround Below $100
Baidu (NASDAQ: BIDU) has declined 20% year-to-date, underperforming the broader market. However, the stock now shows signs of bottoming. Today, we analyze the Elliott Wave structure behind this pullback. Our analysis reveals BIDU is approaching its next technical reversal zone. We also explain the potential bullish path ahead for the stock. Elliott Wave Analysis BIDU completed a 5‑wave rally from April 2025 low, peaking at $165. The stock then began a 3‑wave Zigzag correction. Wave (A) dropped to $106, followed by wave (B) rebound to $152. Wave (C) continues lower, still unfolding. The decline in wave (C) needs another leg down to complete 5 waves, ideally reaching the $92–$78 Blue Box area where buyers often step in at equal legs extreme zones. This area should spark a bullish reversal th
$Bassett Furniture(BSET)$$La-Z-Boy(LZB)$ $Ethan Allen Interiors(ETD)$ 🚪🛋️🏡 Bassett Furniture $BSET: Margin Strength Today, Housing Recovery Tomorrow 🏡🛋️🚀 Furniture demand remains one of the clearest barometers of consumer confidence and housing activity. That’s why I found Bassett Furniture’s latest earnings surprisingly encouraging. While the industry continues battling elevated mortgage rates and sluggish home turnover, Bassett demonstrated something investors often value more than headline revenue growth: disciplined execution. The market certainly approved, sending shares more than 6% higher following a double earnings beat. ✅ Q2 FY2026 H
I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI
Figma (NYSE: FIG) Rebounds 9.5% to $21.34 as Wall Street Reassesses Gen-AI Disruption Risks
Come, come, sit down. Don’t just stand there looking at the Figma stock chart like it’s a burnt plain prata. Let me flip the situation for you, clear and crisp, like my tissue prata. You know me, right? Night time I flip prata here at the hawker, daytime I am standing at NTUC FairPrice selling that Corningware set—the one that never cracks even if your mother-in-law throws it at you. Very high premium quality, just like Figma’s core software! But AI right now is making the market panic. $Figma(FIG)$ Listen to Muthu, let me break down the numbers for you: 1. The Dough is Rising, so Why is the Price So Cheap? Aiya, the stock crashed from $142 all the way down to $21.34. Market cap is only around $11. 3 Billion. Why? Everyone is
[Event] Screenshot to Find Your Stock Pick for the Second Half
Missed some of the big winners in the first half? That’s okay — the second half could still bring new opportunities. AI, chips, Big Tech, and even space stocks are all in focus. So which stock could be your pick for the second half of the year? We’ve put together a lucky stock spin wheel with some of the market’s hottest names. Just take a screenshot of the GIF and see which stock you land on. How to join: Post your screenshot in the comments and tell us what you think about the stock you got. Are you bullish, watching it for now, or staying away? Do you think it could be a winner in the second half? 🎁 Prizes: Participation Prize: Everyone who comments with a screenshot gets 10 Tiger Coins. Lucky Draw: One random participant will win 1000 Tiger Coins. 📅 Event Dates: July 3 – July 10
The thing about investing in the US market is that one never really knows about the countless other stocks out there until they somehow cross one's path. When that happens, more often than not, the stock would have already shot up, catching the attention of the mainstream media along the way. The stock I am sharing below is one such “under the radar” and what’s more, homegrown stock. While the tech giants dominate the daily financial headlines, a quiet shift is happening beneath the surface of the sector. Beyond the standard semiconductor and software plays, a new wave of computational power is beginning to seriously attract sovereign and institutional interest. Quantum - the next Wave. Quantum computers have arrived on the heels of the artificial intelligence (AI) frenzy, and the timing c
$ProShares Ultra Silver(AGQ)$ Explosive trade... not going to sugar coat it... employment numbers come out low, thus gold and silver prices, cryptocurrency and all those speculative favours are all on the rage currently. I have added a little when I sense a bottom (temporary). Fact is still that I should have thrown more shares out when the going was good... a big haircut I took for this position... but as mentioned, I added a little before this new run, so got to be happy 😊... at least for now...
GOLD: Signs of a Bullish Breakout in Gold are Becoming Increasingly Clear
Technical Chart Patterns:$Gold - main 2608(GCmain)$$XAU/USD(XAUUSD.FOREX)$ Signs of a bullish breakout in gold are becoming increasingly clear. The candlestick chart shows a distinct V-shaped reversal combined with a stair-step rally accompanied by increasing volume! Following a surge triggered by positive economic data, the gold price instantly rose above the key psychological level of $4,100 and is currently testing the $4,200 level. Indicator Status: On the H1 timeframe, the Bollinger Bands are widening dramatically in an upward trend. The candlesticks are trading right along the upper band. The MACD is rapidly diverging above the zero line, with the red mome
What a VOLATILE week. $S&P 500(.SPX)$ ended up closing positive on the day while $Invesco QQQ(QQQ)$ closed down 1.7%, We're seeing more weakness in chip stocks and tech leading into the long weekend. Next week will be a big tell as the next trend in the market for July. I'll post my charts and plan on Sunday, HAGW everyone!! 🙏
Micron's sharp 10% drop—part of a deeper multi-day slide erasing over 16% of its value—presents a classic stock market paradox. It happened right on the heels of a blockbuster Q3 earnings report where $Micron Technology(MU)$ posted a record $41.46 billion in revenue (up 346% year-over-year) and guided an even stronger Q4. When a company posts the best quarter in its history and the stock plunges, it is a clear sign that the macro mechanics of the market are shifting. Overvalued or Short-Term Correction? It is both. The drop is a sharp short-term correction triggered by peak optimism, but it exposes underlying structural debates about the memory sector's long-term valuation. Several intersecting factors drove this specific selloff: Classic "Sell the
Licence to Heal? Why UnitedHealth's Biggest Risk Now Sits Outside Its Balance Sheet
The Market Is Pricing Earnings. I Think Washington Is Pricing Permission. For years, investing in UnitedHealth felt almost reassuringly straightforward. The company combined scale, disciplined execution and an unmatched healthcare ecosystem into a machine that compounded earnings with remarkable consistency. Investors debated medical cost trends, margins and valuation multiples, but rarely questioned whether the business model itself would remain politically acceptable. That assumption deserves far more scrutiny today. Healthcare still works. Permission is becoming the scarce asset I think the real investment debate has quietly migrated from earnings power to something much harder to model: political licence. Investors continue to ask how quickly UnitedHealth can restore profitability afte
Option Movers | Apple's Volume Jumps 95% On Plans for Five New iPhone Models; Tesla's $390 Put Drops 92% Post Q2 Delivery Figures
Market Overview The Dow rose more than 1% to a record closing high on Thursday (July 2) ahead of the long holiday weekend as a softer-than-expected U.S. jobs report eased worries about interest rate hikes, while another sharp drop in chipmaker stocks weighed on the Nasdaq. Regarding the options market, a total volume of 75,751,719 contracts was traded, up 19% from the previous trading day. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $AAPL(AAPL)$, $MU(MU)$, $INTC(INTC)$, $PLTR(PLTR)$,