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JC888
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05-15 22:01

Celebrate QBTS despite Weak earnings. Huh?

By now, I am certain most of my regular readers would ‘know’ that I think Quantum computing will be the next ‘big’ Tech after AI. I have in the past, shared posts on stocks like $Rigetti Computing(RGTI)$ and $D-Wave Quantum Inc.(QBTS)$ where I have vested interests. Click here ! for the most recent. This post is no exceptions and it’s QBTS’s latest quarterly earnings. Q1 2026 Earnings. On Tue, 12 May 2026, QBTS reported its Q1 2026 earnings: Earnings per share: Came in at -$0.05 vs analysts’ forecasts of -$0.08 vs Q1 2025’s -$0.02; that’s a -150% YoY dip. Revenue: Fell by -$12.1 million to $2.9 million vs Wall Street’s consensus of $
Celebrate QBTS despite Weak earnings. Huh?
TOP1PC: Nice Sharing 😁 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
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Tiger_comments
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05-15 21:43

Trump Q1 Portfolio Drops: Would You Follow Hardware Trade?

Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions. But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day. Trump’s portfolio aligns with the three policy themes: AI infra, financial deregulation, and fiscal stimulus. Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$
Trump Q1 Portfolio Drops: Would You Follow Hardware Trade?
TOPCadi Poon: Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions. But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day.
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MillionaireTiger
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05-15 20:29

[Winning Trade] Bought the Chip Dip: Tiger Trader Makes $100K on SOXL

Chip stocks have pulled back over the past few days. Before that, AI stocks, memory chip names, and semiconductor equipment stocks had been on a strong run. The whole chip sector felt hot. But after a big rally, bigger swings are normal. When stocks go up fast, they can also drop fast. One Tiger trader bought the dip in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and made $100,000. 👏 Congrats to the @AhhHuat on a $100K winning trade in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ So, what is SOXL? $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ is not a company. It is a 3x leveraged ETF
[Winning Trade] Bought the Chip Dip: Tiger Trader Makes $100K on SOXL
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Mkoh
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05-14 16:29

Trading Options at All-Time Highs: Strategies for Momentum Stocks and Indexes

Markets hitting all-time highs (ATH) often evoke a mix of excitement and caution. Breakouts into uncharted territory can fuel strong momentum as there's no overhead supply from sellers at breakeven or losses, potentially leading to rapid gains. However, valuations stretch, volatility can spike on reversals, and mean-reversion risks rise. Options provide leveraged, defined-risk ways to participate while managing exposure—ideal for momentum plays but demanding discipline.This article explores how to use options for trading momentum stocks and major indexes (like the S&P 500 via SPX/SPY or Nasdaq-100 via QQQ/NDX) when prices are at or near records. Why Options Shine in ATH Momentum EnvironmentsOptions offer leverage: Control large notional exposure with limited capital. A small move in th
Trading Options at All-Time Highs: Strategies for Momentum Stocks and Indexes
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Lanceljx
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05-14 17:57
If you strip away the optics, the sequencing usually follows what can be signed quickly versus what requires regulatory clearance or political capital. 1) BA / GE – most immediate (highest probability) Aircraft orders are the cleanest “headline deliverable”. China can announce bulk orders for Boeing with engines tied to General Electric (GE Aerospace). These deals are politically symbolic, commercially straightforward, and have precedent during state visits. Expect this first, possibly even during the visit. 2) MU / ILMN – medium-term (policy signalling first, fundamentals later) Micron Technology easing is plausible as a goodwill gesture. But actual earnings impact depends on procurement recovery, which takes quarters. For Illumina, any thaw is slower. Genomics sits closer to national sec
If you strip away the optics, the sequencing usually follows what can be signed quickly versus what requires regulatory clearance or political capi...
TOPVernaFred: TSLA part feels right, FSD always gets hyped before the actual paperwork lol. You think the market overprices the wording first?
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Lanceljx
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05-14 17:58
I think the market is treating Alibaba Group less like an e-commerce company now and more like a “China AI infrastructure + sovereign cloud” proxy. That is the real rerating driver. The bullish case is not hard to understand: Cloud revenue +38% AI-related revenue still growing triple digits Management saying AI products are already ~30% of external cloud revenue and could exceed 50% within a year “No GPU sits idle” implies utilisation is extremely high, which matters because idle GPUs destroy ROIC in AI infrastructure businesses  But the market is also glossing over something important: operational profitability is ugly right now. Adjusted net income collapsing toward near-zero while capex explodes tells you Alibaba is still in the “build first, monetise later” phase.  The key qu
I think the market is treating Alibaba Group less like an e-commerce company now and more like a “China AI infrastructure + sovereign cloud” proxy....
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Mrzorro
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05-14 21:59
Nvidia's Defining Moment: Which Supply Chain Players Will Get Swept Up in the Earnings Whirlwind? $NVIDIA(NVDA)$   is set to report its quarterly earnings after the market close on May 20. The market consensus anticipates revenue to reach approximately $78.7 billion, representing a 79% year-over-year increase and a 16% sequential growth, slightly surpassing the company's prior guidance of around $78 billion. Beyond its own fundamentals, these results will serve as a critical barometer for the entire AI supply chain, influencing market sentiment across the ecosystem. Here is a comprehensive breakdown of the key players powering the AI infrastructure behind Nvidia: Chip Manufacturing Chip manufacturing forms
Nvidia's Defining Moment: Which Supply Chain Players Will Get Swept Up in the Earnings Whirlwind? $NVIDIA(NVDA)$ is set to report its quarterly ear...
TOPkaz trader: good info here, once again no mention of just listed company for public purchase, CBRS
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Shyon
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05-14 21:59
I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer
I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I thi...
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Madluvyz
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05-14 23:47

Sold PLTR put spread

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Took a trade on PLTR today after noticing a strong buy signal supported by solid volume. I’m still bullish on the overall sentiment surrounding the company despite the elevated P/E ratio and aggressive forward estimates. With the number of government contracts they've secured and how well the company aligns with the current U.S. political and defense outlook, I don't see why PLTR can't retest previous highs or potentially break into new highs over time. That said, I may be early on the bullish thesis, so I wanted to structure the trade with risk in mind. Opened a 05 June 120/118 put credit spread for a $0.40 credit — targeting roughly a 20% ROI o
Sold PLTR put spread
TOPkookiz: PLTR still feels strong, that 120/118 setup is neat. You closing on momentum or holding closer to expiry?
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Barcode
·
05-15 02:32
$Ondas Holdings Inc.(ONDS)$ $Palantir Technologies Inc.(PLTR)$  $AeroVironment(AVAV)$  🛰️⚔️📈 $ONDS Q1 2026: Defense AI Ambitions Go Hypergrowth While Cash Burn Explodes 📈⚔️🛰️ Ondas just delivered one of the most aggressive small-cap defense growth quarters of 2026. Revenue exploded +1065% YoY to $50.1M, backlog surged to a staggering $457M, and management raised FY26 guidance again as the company races to build what increasingly resembles a vertically integrated autonomous warfare and ISR ecosystem. But beneath the surface, this quarter was also a masterclass in financial engineering, acquisition-fuelled scaling, and operational complexity. Th
$Ondas Holdings Inc.(ONDS)$ $Palantir Technologies Inc.(PLTR)$ $AeroVironment(AVAV)$ 🛰️⚔️📈 $ONDS Q1 2026: Defense AI Ambitions Go Hypergrowth While C...
TOPIreneWells: Backlog is crazy, but that cash burn is nasty lol. I’m holding Palantir too, you think this moat is real or just M&A smoke?
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koolgal
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05-15 04:51
🌟🌟🌟Google $Alphabet(GOOG)$ and SpaceX collaborating?  That is going to be one phenomenal partnership. By deeply integrating Google Cloud's tensor processing architectures directly into SpaceX's next generation orbital data centres, Google bypasses traditional terrestrial fiber bottlenecks.  It can stream AI compute directly to the edge of the atmosphere, instantly updating autonomous systems, maritime shipping routes and remote infrastructure anywhere on Earth in real time. By securing Google as an anchor enterprise tenant, this will transform Starlink into a global utility.  It gives SpaceX access to Google's unmatched software stack, allowing them to turn every floating satellite constellation into an automated machine learning

【🎁有獎話題】Google將聯手SpaceX?用太陽能驅動大模型?

@愛吃辣的小老虎
小虎們,距離美股史上最強IPO SpaceX亮相越來越近,大家是否都期待呢?而此前黃仁勳、馬斯克等富豪都希望在太空建設數據中心,用太陽能跑大模型,這有望實現嗎?一起來看看吧~~~ 數據中心搬上太空不是夢? SpaceX目標是在6月掛牌上市,募資最高達750億美元,根據Blommberg推算,在SpaceX與xAI完成合並後,如果公司市值達到2萬億美元,哪怕僅持有0.05%的股東都有望在一夜之間進入億萬富翁行列。毫無疑問,SpaceX上市預期正在為核心團隊以及早期投資者帶來「超乎想象」的潛在財富。 根據當前的披露信息顯示,馬斯克約40%的持股,谷歌此前持有該公司6.11%的股權,但稀釋後約5%,如果按照2萬億市值推算的話,谷歌持有股份對應價值約1000億美元!谷歌這筆投資可以說終於見到勝利的曙光了! 圖源:網絡 據悉,谷歌正在與SpaceX以及其他潛在合作方探討合作,方向為將軌道數據中心送入太空,雖然目前雙方還未正式公佈合作細節,但如果最終落地,這不僅是AI算力部署方式的一次重要變化,也將為軌道計算基礎設施走向商業化奠定基礎。 2025年11月,谷歌就與衛星成像公司Planet Labs達成相關合作,試圖構建一個完全依靠太陽能驅動的衛星網絡,並在該系統中部署自研的TPU AI芯片。核心目標在於如何擺脫地面電網的依賴,做到「用太陽能跑大模型」的構想。谷歌CEO Pichai Sundararajan此前表示:「我毫不懷疑,大約十年後,人們也會效仿我們的方式建造數據中心!」 SpaceX星艦第12次綜合飛行測試計劃在本週進行,本次任務將驗證三項技術:容量提升15%的合金燃料儲存系統、可在再入大氣層時承受超過2000攝氏度高溫的升級版熱防護盾以及軌道燃料加註。隨着AI與商業航天的不斷努力與融合,太空算力已經成為了市場關心的重點,這也是為什麼SpaceX不單以商業航天或者馬斯克的標籤
【🎁有獎話題】Google將聯手SpaceX?用太陽能驅動大模型?
🌟🌟🌟Google $Alphabet(GOOG)$ and SpaceX collaborating? That is going to be one phenomenal partnership. By deeply integrating Google Cloud's tensor pr...
TOPicycrystal: thanks for sharing
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koolgal
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05-15 05:12
🌟🌟🌟 $SIA(C6L.SI)$ has just announced its highly anticipated full year results on 14 May 2026.  While the passenger volumes has hit a historic peak, SIA's net profit dropped by 57% to SGD 1.18 billion.  The market has instantly punished the stock, dragging it down its 52 week low to close at SGD 6.27. What happened?  SIA copped a massive SGD 945.2 milion share of losses from its 25.1% stake in Air India and the absence of last year's one off SGD 1.1 billion accounting gain. On top of that SIA suffered from the brutal impact of high jet fuel price hike due to the Iran War. On the bright side, SIA declared a total full year dividend of SGD 0.37 per share including a surprise special final dividend.  This represents a nice juicy
🌟🌟🌟 $SIA(C6L.SI)$ has just announced its highly anticipated full year results on 14 May 2026. While the passenger volumes has hit a historic peak, ...
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Mrzorro
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05-15 08:16
Nebius' 550% Rally Prompts Short Seller Exodus After Blowout Results $NEBIUS(NBIS)$   short sellers abandoned their bearish wagers after a blowout earnings results pushed the stock to a new all-time high, taking gains over the past year above 550% and raising the risk of a squeeze. Before noon Thursday, the daily share price gain stood at 10% after the company's financial results released a day earlier showed an explosive demand for AI-centric cloud services that sent its first quarter revenue climbing more than seven-fold to $399 million in the three months ended March 31. That exceeded the $391.6 million average estimate by analysts, according to Bloomberg consensus. Short volume, or the number of borrowed shares that were sold short m
Nebius' 550% Rally Prompts Short Seller Exodus After Blowout Results $NEBIUS(NBIS)$ short sellers abandoned their bearish wagers after a blowout ea...
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Shyon
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05-15 11:17
$Cerebras Systems(CBRS)$ is my stock in focus today after a strong Nasdaq debut, surging 68% and pushing its valuation near US$95 billion. The AI chipmaker also shows solid fundamentals, with revenue up 76% last year to US$510 mil & a swing into profitability. The key story is its attempt to challenge $NVIDIA(NVDA)$ with a different chip architecture aimed at faster AI training and inference. It’s also scaling its cloud strategy through partnerships with OpenAI and Amazon Web Services, riding the accelerating demand for AI compute infrastructure. Risks remain, especially intense competition and past customer concentration issues, but the IPO could mark the start of a broader AI listing wave. With p
$Cerebras Systems(CBRS)$ is my stock in focus today after a strong Nasdaq debut, surging 68% and pushing its valuation near US$95 billion. The AI c...
TOPNancyZhang: Cerebras debut was wild, but that customer concentration bit still bugs me. Anyone think the cloud angle can smooth that out?
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nerdbull1669
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05-15 15:10

Find Opportunities As Visit Seems To Be Selective Reopening of Profitable Corridors

The composition of the U.S. business delegation accompanying Donald Trump on his May 2026 state visit to Beijing signals a highly transactional "deals-driven" approach to U.S.-China relations. While Big Tech and semiconductors (Apple, $Tesla Motors(TSLA)$ Tesla, $NVIDIA(NVDA)$ Nvidia, Qualcomm, Micron) naturally command the biggest headlines, the inclusion of multi-industry titans opens significant trading and capital flow opportunities across non-tech sectors. A breakdown of where the non-tech opportunities lie, how capital is shifting, and how investors can structurally position their portfolios to capture the momentum follows. 1. Trading Opportunities Beyond Big Tech The official 18-member CEO list hig
Find Opportunities As Visit Seems To Be Selective Reopening of Profitable Corridors
TOPSandyboy: Thanks and that’s a nice write up. While defensive and non tech sectors must always be represented as part of a balanced portfolio, I think most people today are going into meme, momentum and AI investing and so consider such non tech stocks as not cook, old world and slow to grow, ie inefficient use of capital. Personally I do hold non tech stocks and also asset classes like gold. You are right that one should not be fully deployed and deployment capital can be parked in a liquid or money market fund for quick deployment. But it may take years for financial and supply chain pipelines to be built and much of it is dodgy as the leadership is wary and there is little trust on both sides and one flare up may negate everything . This may have long term benefits, but there may be better opportunities for capital in short term.
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Shyon
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05-15 16:04
My pick would be $NVIDIA(NVDA)$ . Interestingly, most AI & semiconductor stocks have rallied hard this year, but Nvidia has been lagging despite still leading the AI GPU market. Thus, I’m considering averaging up on my position instead of taking profits. The key catalyst for me is earnings next week. I’m also watching the Trump-China visit closely, especially reports that 10 Chinese companies may be allowed to import Nvidia H200 chips again. If confirmed, it could improve sentiment around Nvidia’s China business significantly. So my take is: buy more gradually. I still believe Nvidia remains the backbone of the AI boom, and strong earnings plus positive China news could finally help the stock catch up with the rest of the AI sector. Valuation
My pick would be $NVIDIA(NVDA)$ . Interestingly, most AI & semiconductor stocks have rallied hard this year, but Nvidia has been lagging despite st...
TOPBonnieHoyle: Been holding too, H200 China headline is the real swing factor. You averaging before earnings or waiting for the print?
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Mkoh
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05-14 18:59
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Nivlek
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05-14 21:57
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Nivlek
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05-14 21:58
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JNCF
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05-14 23:38
$Apple(AAPL)$ Systems Corp(DDD) Gains +2.89%: Momentum Builds as Stock Tests Key $3.21 Resistance 🚀
$Apple(AAPL)$ Systems Corp(DDD) Gains +2.89%: Momentum Builds as Stock Tests Key $3.21 Resistance 🚀
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