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08:22
AI Earnings Season: Could CRWD, AVGO, PANW & GTLB Be the Next DELL-Style Winners?
Yesterday, $Dell Technologies Inc.(DELL)$ spiked 45% after its Q1 earnings. Options exploded 20000%-30000% in 1 day (rare). Next week, there's 4 earnings with exact same set-up: 1. $CrowdStrike Holdings, Inc.(CRWD)$ 📅 Earnings: June 3 (After Close) As enterprises deploy thousands of AI agents, cloud workloads, and connected endpoints, the security perimeter expands infinitely, making Falcon's AI-driven threat detection not optional but mandatory. No one builds a $500B AI datacenter and skimps on security. $CRWD is the toll booth on the AI buildout highway and that moat compounds with every new customer and dataset feeding its threat intelligence engine. Target: $800 median | $700 Wedbush & Benchmark |
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08:28
$NOW Named Top AI Opportunity as Token Demand Could Surge 28x
$ServiceNow(NOW)$ can easily triple from $125 by Jan 2027. Remember, token use is expected to 2800% in 5 years says $Goldman Sachs(GS)$ So these 24 stocks can still 10x-20x: (COMPUTE / GPU) 1. $NVIDIA(NVDA)$ — Every token touches a GPU. 24x tokens = 24x chip demand, full stop. 2. $Advanced Micro Devices(AMD)$ — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers. 3. $Intel(INTC)$ — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise. (NETWORKING) 4. $Arista Networks(ANET)$ — AI
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07:35
Lessons From Plug Power and SunEdison
One of the things you develop after a few decades of investing is battle scars and a historical view of where we are today. History never repeats, but it often rhymes. As we’ve watched some of the absolutely crazy stock performance in 2026, I think it’s important to give some of that historical context to some parts of the market. I don’t know how this all ends, but I know how it’s ended before. I’ve seen these growth numbers. I’ve felt the investor confidence. And I’ve learned lessons along the way. The Market’s Rocket Ships Today, the market is bidding up all stocks related to AI, semiconductors, rockets, and dreams. Some of the stocks rising rapidly are seeing outstanding earnings, and we could debate if those are sustainable or not, but others are spending money at a growing clip to fu
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08:11
$SMH Shows Warning Signs as $MSFT and $LLY Hit Their Targets
The market's biggest winners continue to deliver, with software and healthcare names extending their breakouts. However, after leading the rally for months, semiconductor stocks are beginning to show early signs of consolidation and deserve closer attention. 1. $VanEck Semiconductor ETF(SMH)$ Since semiconductors have driven most of the recent rally, printing a weekly indecisive candle with a gap below is a reason to be careful. The overbought RSI points to the same thing. To fill the gap, SMH would have to fall -5%. $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ 2. $Microsoft(MSFT)$ $MSFT was posted as a high probabi
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00:04
May Recap: Nasdaq New Highs, Will Global Frenzy Carry into June?
US stocks climbed steadily through May and closed the month at fresh record highs. $S&P 500(.SPX)$ finished +5.15%, closing at 7,580 (intraday high 7,599); $NASDAQ(.IXIC)$finished +8.36%, closing at 26,972 (high 27,095); and $NASDAQ 100(NDX)$crossed 30,000 for the first time, closing at 30,333. AI/tech led again. $NVIDIA(NVDA)$ kept sliding after its earnings; Trump's China visit and policy moves sparked a policy-driven rally; and the looming Fed chair transition is set to weigh heavily on the months ahead. S&P at record highs, but extremely divided
TOPkoolgal: 🌟🌟🌟If I had followed the "Sell in May and Go Away", I would have missed out on the incredible rally in May with new highs in the S&P500, the Nasdaq and the Dow. The big underlying catalysts include: Optimism surrounding a potential US Iran ceasefire extension & the memory stocks skyrocketing to the moon. Backed by these 2 catalysts, S&P500 scored its 9th consecutive weekly advance - cementing May as one of the single strongest growth months of the entire trading year. Fortunately for me, I continue to stay invested and saw my index ETFs like $SPDR Portfolio S&P 500 ETF(SPYM)$ blasted to fresh record shattering all time highs in May. SPYM is a mini version of $SPDR S&P 500 ETF Trust(SPY)$ as it also tracks the S&P500 index with the tiniest expense ratio of 0.02%, perfect for long term investors like me. Investing can be so simple with SPYM as it does the heavy lifting for me without the angst of individual stock risks. @Tiger_comments @TigerStars @Tiger_SG
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05-30 11:55
ASTS: New Launch Diversification Does Not Fully Solve a Near-term 2026 Timing Issue
$AST SpaceMobile, Inc.(ASTS)$ is having a rough day after Blue Origin’s New Glenn exploded during a static fire test at LC-36. Important to call out that no AST SpaceMobile satellite was on the rocket since this was a test firing with no payload. So the near-term launch catalyst hasn't changed with BB8, BB9 and BB10 still expected to launch in mid-June on a SpaceX Falcon 9. The issue is the 2026 deployment schedule since AST needs multiple launch providers to hit its target of 45 satellites in orbit by the end of 2026 and New Glenn was expected to be a key part of that launch cadence. Blue Origin was already dealing with an FAA investigation into the April second-stage failure which had introduced some uncertainty into this year’s
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05-30 11:53
AI Stories: Can you Become the Top Winner in the Game?
Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3
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05-30 07:57
The Emerging Leaders List Every Growth Investor Should Know
Focus on these 46 leading names trading above $100M dollar volume — there are newer rotational group and may outperform what your current watchlist is surfacing. Run a 'Screen on Watchlist'' across the list for potential entry ideas. $AppLovin Corporation(APP)$ — Advertising Agencies $Firefly Aerospace Inc.(FLY)$ — Aerospace & Defense $Intuitive Machines(LUNR)$ — Aerospace & Defense $Planet Labs Pbc(PL)$ — Aerospace & Defense $Red Cat Holdings Inc.(RCAT)$ — Aerospace & Defense $Redwire Corp.(RDW)$ — Aerospace & Defense
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05-30 07:26
The Second Life of a GPU
Last week I wrote a post on the opportunity for Neoclouds. At the end I teased out an idea that these businesses could really surprise people if chips retained value after a 4-5 year useful life, and I wanted to unpack that a bit this week. First - it’s important to go through some of the unit economics / business model of these Neoclouds to understand why the useful life of these chips matter. There’s largely three different types of “deals” different offtakers (ie labs, hyperscalers, AI natives, etc) make with these neoclouds. Bare metal, “managed kubernetes”, and “full cloud.” Bare metal is the most stripped-down offering. The neocloud delivers the physical GPUs, networking, and power, and the customer brings everything else (their own scheduler, orchestration, storage layer, software s
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05-29 22:55
MU @ $928, AI giant or Parabolic bubble ?
It is without a doubt that $Micron Technology(MU)$ is the “it” stock of the moment. Nary a day goes by without another print about this AI-peripheral stock that has skyrocketed by +865.28% since 12 months ago. (see below) Even before my earlier post on MU, $SanDisk Corp.(SNDK)$ & $Roundhill Memory ETF(DRAM)$ has settled down (click here ! to read about it & help Repost, thanks !) - another post on MU pops up again. As Mr Buffett have mentioned many times "never invest in a business you cannot understand", here I am, keeping abreast with MU’s latest. Below is what I have newly learnt an
TOPIt was Palantir and Nvidia shooting up for a while. I didn't think they will rise too high but they kept going so I sold Micron and AMD for those 2. That's when the situation reversed. When I was holding Micron, it went under and stayed relatively depressed for almost 5 years!!! And now I'm still in the getting stuck situation - in Nvia and Palantir. 🤦
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05-29 14:31
How Retail Investors Can Actually Play the SpaceX IPO
SpaceX’s IPO is getting close. Reuters has reported a tentative timeline of a June 4 roadshow and June 11 pricing, although the final schedule will still depend on SEC review and the actual underwriting process. But the market has already started trading the story. Since SpaceX’s confidential filing on April 1, the entire commercial space value chain has been repeatedly repriced. For retail investors, the real question is simple: how can you actually get exposure? There are not many clean options. So in this post, I’ll walk through the main public-market routes: which ETF genuinely holds private SpaceX exposure, which product looks like a SpaceX proxy but is actually a NAV-premium trap, and which ETFs or single stocks are better understood as “space-sector side bets.” NASA: The ETF That Ac
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05-28 18:14
$CIFR 20260618 16.0 PUT$ Close early to lock in gains😃
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05-28 21:01
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05-28 21:41
$SNOW 20260605 190.0 CALL$ What an earning for SNOW!!!
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05-28 21:41
$UMAC 20260605 18.0 CALL$ All thanks to Trump!!!
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05-29 01:47
$Micron Technology(MU)$
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05-29 09:23
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05-29 10:42
$Advanced Micro Devices(AMD)$
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05-29 13:23
$NVIDIA(NVDA)$
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05-29 14:01
$Palantir Technologies Inc.(PLTR)$ took some profits off previously. holding a small remaining part for the future growth of Pltr.
TOPGreat God[流泪]