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12:05
Option Movers | NVIDIA's Volume Jumps 75%; ARM Holdings's $260 Call Soars 804%
Market Overview Wall Street's main indexes rallied more than 1% on Wednesday (May 20), bouncing back from a three-day selloff with a boost in sentiment from technology and chip stocks, which rose ahead of Nvidia's quarterly results. Regarding the options market, a total volume of 51,258,045 contracts was traded, down 5% from the previous trading day. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $AAPL(AAPL)$, $MSFT(MSFT)$, $INTC(INTC)$, $AMZN(AMZN)$, $VIX(VIX)$,
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05-19 10:58
The AI Agent Boom Could Trigger a Massive Cybersecurity Supercycle
The future of AI is agentic. There will be billions of AI agents. Every person and company will have multiple agents. That makes cybersecurity one of the most interesting sectors to watch. Threat Detection: $CrowdStrike Holdings, Inc.(CRWD)$ $Palo Alto Networks(PANW)$ $SentinelOne, Inc(S)$ Network Security Providers: $Fortinet(FTNT)$ $F5 Inc(FFIV)$ $Cisco(CSCO)$ $A10 Networks(ATEN)$ $Check Point(CHKP)$ Cloud Security:
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10:03
Chip Stock Reactions to Nvidia Earnings: Fading AI Momentum or a Shift Toward Hyperscaler Capex?
The mild sell-off you are seeing across semiconductor stocks after Nvidia's earnings isn't a sign that the AI momentum is fading. It is a classic case of "sell the news" and a reality check on sky-high market expectations. $NVIDIA(NVDA)$ actually turned in another monster first-quarter report—posting $81.6 billion in revenue (up 85% year-over-year) and smashing Wall Street’s expectations, while raising its dividend and adding $80 billion in stock buybacks. So why did the stocks drop or remain flat? Here is what is actually going on under the hood of the chip sector right now. The High Bar: "Great" is the New Average When a stock like Nvidia gains massive traction ahead of earnings, just beating expectations isn't enough to push it higher instantly
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10:25
NVDA Q1'26 Earnings Beat + Jensen Huang CC Highlights
1. $NVIDIA(NVDA)$ First Quarter Earnings Report: Earnings and Revenue Both Exceed Expectations Revenue: $81.6 billion, up 20% sequentially and 85% year-over-year, a record high, significantly exceeding Wall Street expectations ($78.8-79.2 billion) Data Center Business (Core AI Driven): $75.2 billion, up 92% year-over-year, a record high, accounting for over 92% of total revenue. Earnings Per Share (EPS, non-GAAP adjusted): $1.87, exceeding analyst expectations ($1.76-1.78) Gross Margin: Remained at a high level of approximately 75% (Q2 guidance also solid) Q2 FY2027 Guidance: Revenue approximately $91 billion (significantly upward revised), gross margin approximately 75% (±50 basis points) An additional $80 billion in share buybacks was authorized
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09:26
$SNDK $MU $LITE: The Next Potential Stock Splits of the AI Supercycle
$NVIDIA(NVDA)$ split when price hit $1200 last year. Anyone who bought at $120 is up 100% (doing nothing). Here's 3 stocks that will SPLIT this year: 🟠 $SanDisk Corp.(SNDK)$ ~$1,380 → 10-for-1 split projected Q3/Q4 2026 → Post-split price: ~$138 → Up 3,300%+ in a year. Citi PT: $3,025. Board has every reason to split. 🔵 $Micron Technology(MU)$ ~$681 today → 4-for-1 or 5-for-1 split projected Q4 2026/Q1 2027 → Post-split price: ~$136–$170 → Hasn't split since May 2000. HBM4 supercycle just changed the math. 🟣 $Lumentum(LITE)$ — ~$885 today → 5-for-1 split projected Q1/Q2 2027 → Post-split price: ~$177 → Never split in its h
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08:45
Why Nvidia Slipped Despite a Blockbuster Earnings Report
$NVIDIA(NVDA)$’s Q1 FY2027 earnings report delivered on Wednesday, May 20, 2026, was an absolute powerhouse by any fundamental metric. Yet, the stock’s mild ~1% drop following the release is a classic example of a "sell the news" event, where a flawless report collides with historically high expectations. The Q1 FY2027 Earnings Snapshot Nvidia soundly beat both the sell-side consensus and the more aggressive buy-side "whisper numbers." Beyond the headline numbers, Nvidia announced an eye-popping 25x increase in its quarterly dividend (from $0.01 to $0.25 per share) and tacked on a fresh $80 billion share repurchase authorization. Why Did the Stock Slide 1%? When a company delivers a double-beat and raises guidance by billions, a stock slide can fe
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09:50
🚀SpaceX IPO Filed: $SPCX on Nasdaq + Key Affiliates Listed
SpaceX has filed for an IPO on Nasdaq, with the ticker symbol $SPCX. Lead Underwriters: $Goldman Sachs(GS)$ , $Morgan Stanley(MS)$ , $Bank of America(BAC)$ , $Citigroup(C)$ , and $JPMorgan Chase(JPM)$ This filing provides the first comprehensive overview of the merged company, comprising SpaceX, Starlink, X, and xAI. 2025 Revenue: $18.67 billion, a 30% increase 2025 Net Loss: $4.94 billion, compared to a profit of $791 million in 2024 2025 Capital Expenditures: $20.7 billion, of which $12.7 billion is for Artificial Intelligence Q1 Revenue: $4.694 billion Q1 Operating Loss: $1.943 billio
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09:42
Join OUE REIT at REITs Symposium 2026!
Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 & 2 👉 Booth: B8 See you there! $华联房地产投资信托(TS0U.SI)$
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09:44
$GCT and $RIVN Stand Out as Pullback Opportunities While Others Break Down
Watching a few key pullback setups here. $CHWY remains weak despite reaching deep discount territory, while $GCT and $RIVN are showing more attractive accumulation signals. 📊 1. $Chewy, Inc.(CHWY)$ $CHWY is a clear example of why I don’t bottom pick in bear cycles. No touch in 2026. MBX has shown steady selling. We’re now near Smart Money support so price is in deep discount territory. A bounce wouldn’t surprise me, but I’ll wait for real buying pressure before I step in. 2. $GigaCloud Technology Inc(GCT)$ $GCT Combined Signal System is flagging a clean dip‑buy zone on this pullback. 3. $Rivian Automotive, Inc.(RIVN)$ Historically, this has been an attractive zone
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09:40
$ARM $MRAM Highlight Why Relative Strength Still Matters in This Tape
$ARM Holdings(ARM)$ $Leverage Shares 2X Long ARM Daily ETF(ARMG)$ We’ve been focusing on leadership names that can either move sideways or pull back lightly while allowing the 50-MA to catch up to within 4x ATR% from the 50-MA, and setup for a low risk entry. Those are areas and inflection point that present the biggest RRR opportunity imo. Still only T+0, but market has been pretty resilient. ARMG Huge +29% move with 117% RVOL in 90mins for a 222B market cap in ARM $Everspin Technologies Inc(MRAM)$ so May 13th was the exact top that I shared below. wanted a few more up days but parabolic screener is doing well even with tight filter of only 2 results in MRAM and
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09:24
$SPCX at $1.75T? These 20 Companies Could Benefit From the SpaceX Supercycle 🌌
The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion. Elon Musk says by 2030 regular people will be ultra-wealthy. Here's 20 companies directly linked to SPACEX: 1. $AST SpaceMobile, Inc.(ASTS)$ — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination 2. $IONQ Inc.(IONQ)$ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028 3. $Reddit(RDDT)$ — Real-time data feeds Grok's truth-seeking AI engine via X integration 4. $Rocket Lab USA, Inc.(RKLB)$ — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve 5.
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00:02
Rate Cuts Turn Into Rate Hikes? Can NVIDIA Still Save Market?
A macro narrative centered around rate cuts suddenly flipping into rate hikes is not a small shift. Hike odds were 18% last week, 36% yesterday, and now effectively 100%. The $US30Y(US30Y.BOND)$ just hit 5.2%, the highest level in 20 years. $XAU/USD(XAUUSD.FOREX)$ are down 4% over the past week, while silver has dropped 14% from recent highs. And tonight: $NVDA earnings. Can NVIDIA still save this market? Yardeni Calls for a July Rate Hike CME FedWatch is now pricing roughly a 42% chance of a hike this year. The real story: the bond vigilantes are now driving policy expectations. “Walsh is an outsider. The bond market is the real policymaker.” His projected path: June FOMC removes forward gu
TOP北极篂: So at this stage, instead of debating how much more Nvidia can rise, I pay more attention to one sentence: when interest rates become the protagonist of the market again, can AI continue to support the valuation myth alone?
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05-20 23:00
Starship Launch! Missed Tesla, Would You Join SpaceX IPO?
This Thursday, Starship V3 is expected to launch from Boca Chica, Texas. In the same week, SpaceX’s IPO filing will go public — roadshow on June 4, pricing on June 11, and official Nasdaq listing on June 12 under ticker $SpaceX(IPO001)$ . Meanwhile, $Rocket Lab USA, Inc.(RKLB)$, $Firefly Aerospace Inc.(FLY)$ and $Voyager Technologies, Inc.(VOYG)$ all rallied Monday before pulling back Tuesday. This is not a coincidence. The IPO filing release date = the Starship V3 launch date. No company heading into an IPO roadshow has ever been able to livestream a 140-meter rocket launch to the world one week before pitching investo
TOPI think Musk perfectly timed the Starship V3 launch with the IPO roadshow. If the launch succeeds this week, it will massively strengthen the SpaceX narrative before investors even read the filing. This is no longer just a rocket company IPO — it is being marketed as the future of AI, satellites, and space infrastructure. Personally, I think the $1.75 trillion valuation already prices in a huge amount of future optimism. Long term, SpaceX may grow into it, but short term the valuation feels very sentiment-driven with little room for execution mistakes. I probably would not chase aggressively on IPO day. I’d rather wait for volatility to cool down and slowly build positions over time. For now, I still like $Rocket Lab USA, Inc.(RKLB)$ and $Firefly Aerospace Inc.(FLY)$ as earlier ways to participate in the space trade. @TigerStars @Tiger_comments @TigerClub
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05-20 20:50
$G Rebounds Above Support as Bulls Eye $34 Resistance
$Genpact(G)$ $Genpact Ltd.(G) Bounced +1.02%: BPO Leader Finds Support, Eyes $34 Resistance 📈 Latest Close Data Genpact (G) closed at $31.67 on May 20, up +1.02% (+$0.32). The stock remains ~35% below its 52-week high of $48.64. 💡 Core Market Drivers The stock has shown significant intraday volatility, with a 5.12% amplitude, reflecting sector-wide pressure in Data Processing & Outsourced Services. Recent trading sessions have seen sharp swings, including a -7.21% drop on May 8 and a +5.15% gain on May 18, indicating high sensitivity to market sentiment and sector flows. 📊 Technical Analysis Volume was 3.4M shares, below average (Volume Ratio: 0.78), suggesting a lack of strong conviction in the rebound. The RSI(6) at 51.66 is neutral, emerging f
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05-20 20:24
$PFE Holds the Line at $25.32, Recovery Momentum Slowly Builds
$Pfizer(PFE)$ $Pfizer Inc.(PFE) Rebounds +1.30%: Defensive Dividend Giant Seeks Support at $25.66 🧬📈 Latest Close Data: 📅 As of 2026-05-20, PFE closed at $25.66 (USD), up +1.30%. The stock is currently -10.8% below its 52-week high of $28.75. Core Market Drivers: 💊 Macro Environment: Amidst broader market volatility, defensive sectors like healthcare are attracting capital seeking stability. Company-Specific: The high dividend yield of 6.70% continues to be a key anchor, providing income support in a turbulent market. Recent capital flow data shows significant net outflows over the past week, indicating underlying selling pressure. Technical Analysis: 📊 The daily RSI(6) reading of 41.46 has recovered from oversold territory (<30) last week, sugg
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05-20 20:10
$UPS Holds the $95 Floor, Eyes Stronger Momentum Toward $100 💪
$United Parcel Service Inc(UPS)$ $United Parcel Service, Inc.(UPS) Rises +1.36%: Consolidation Above Support, Eyes $100 Resistance 🚚 Latest Close Data 📊 Closed at $96.83 on May 20, up +1.36% (+$1.30). The stock remains ~20.9% below its 52-week high of $122.41. Core Market Drivers ⚙️ The stock rebounded from recent lows despite lingering concerns over significant restructuring costs announced in late April. Market sentiment is cautiously balancing these headwinds against the company's solid dividend yield of 6.77%, which provides a floor for income-focused investors. Technical Analysis 📈 Volume was 5.2M shares (Volume Ratio: 0.91), indicating average participation. The RSI(6) reading of 35.83 has moved out of oversold territory (<30), suggesting
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05-20 19:54
$MRK Q1 Beat Powers Push Toward $115 Resistance
$Merck(MRK)$ $Merck & Co., Inc.(MRK) Gains +1.49%: Key Resistance Test at $115 After Strong Q1 📈 Latest Close Data: Merck (MRK) closed at $114.24 on May 20th, gaining +1.49% (+$1.68). The stock is now $10.90 below its 52-week high of $125.14. 🚀 Core Market Drivers: The stock is supported by a strong Q1 2026 earnings report where Merck beat revenue expectations and raised its full-year guidance (May 1st). Positive sentiment persists as the company navigates its key drug pipeline developments in a stable macro environment for healthcare. 📊 Technical Analysis: Volume was 7.56M shares, slightly below average (Volume Ratio: 0.93). The daily RSI(6) at 62.33 shows building momentum but is not yet overbought. The MACD histogram is positive at 0.74, ind
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05-20 18:52
$CVX Gains Momentum as Oil Stabilizes, $200 Level Back in Focus
$Chevron(CVX)$ Chevron (CVX) Gains +1.50%: Energy Giant Reclaims Momentum Near $200, $213 Target in Sight 💪 Latest Close Data 📈 Closed at $197.25 on May 20, up +1.50% (+$2.91). It now sits ~8.2% below its 52-week high of $214.71. Core Market Drivers ⛽️ The stock rebounded from recent sector-wide sell-offs driven by concerns over Middle East operational disruptions. Broader market sentiment and stabilizing oil prices provided a tailwind for the integrated energy major. Technical Analysis 📊 Volume was 11.83M shares (Volume Ratio 1.35), indicating healthy participation in the uptick. The latest RSI(6) at 79.19 signals overbought short-term conditions, while MACD shows a bullish crossover with the DIF turning positive (+0.27) above the signal line, con
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05-20 18:38
$RACE Tests $337 Resistance as Momentum Gradually Improves
$Ferrari NV(RACE)$ $Ferrari N.V. (RACE) Rises 1.51%: Testing $337 Resistance, Eyeing $340+ as Sentiment Improves 🏎️ Latest Close Data Close: $329.66 (as of 2026-05-20) Change: +$4.89 (+1.51%) 52-Week High: $519.10 (Current price is -36.5% from high) Core Market Drivers Recent price action shows recovery from a post-Q1 earnings dip, as the market digested better-than-expected Q1 results (revenue: €1.848B). Sentiment is cautiously optimistic ahead of the highly anticipated global debut of Ferrari's first all-electric supercar, the "Luce," scheduled for May 25th in Rome. The stock is benefiting from general stability in the auto sector, though it underperformed peers earlier in May due to unchanged full-year guidance and a slight Q1 delivery decline
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05-20 18:21
$COST Climbs on Heavy Volume, Eyes $1,100 Psychological Level
$Costco(COST)$ Costco (COST) Hits $1,094.32: Mega-Cap Retailer Breaks $1,090, Bull Momentum Intact 🚀 Latest Close Data: 🔥 Closed at $1,094.32 on 2026-05-20, up +1.66% ($17.85). The stock is trading at its 52-week high of $1,096.50, a mere $2.18 away. Core Market Drivers: 📈 Strong institutional inflows ($699M total inflow) and positive momentum in consumer staples are key drivers. Pre-market and after-hours activity (trading near $1,093-$1,094) indicates sustained bullish sentiment. Technical Analysis: 📊 Volume surged to 2.87M shares (Volume Ratio: 1.48), confirming the breakout. The MACD (DIF: 17.36, DEA: 9.14, MACD: 16.43) shows a strong bullish expansion. The RSI-6 (87.83) is in overbought territory, signaling powerful momentum but also caution