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01-07
SNDK +20%! Valuation Logic Has Structurally Shifted By Nvidia?
$S&P 500(.SPX)$ and $Dow Jones(.DJI)$ both closed at record highs. The Dow rose 0.99% to 49,462.08, historically breaking through the key psychological level of 49,000. The S&P 500 also set a new record, gaining 0.62% to close at 6,944.82.As January goes, so goes the year. When January closes positive, the S&P 500 is higher 89% of the time, with an average gain of 17% and an average maximum drawdown of 10.5%. When January is negative, average returns fall to -1.8%, with only a 50% hit rate and deeper market drawdowns.Beyond the January Effect: Capital Is Looking at MemoryCapital is accelerating its rotation away from extremely crowded AI mega-cap leaders and spreading deeper into the supply ch
TOPShyon: I see short-term risk in chasing memory stocks after sharp spikes, but this is a structural re-pricing, not just momentum. NVIDIA $NVIDIA(NVDA)$ bringing NAND into AI inference changes storage from a backend cost into a core AI bottleneck. I wouldn’t chase highs aggressively, but I don’t think this is a quick “sell the news” move either. Between the names, I prefer Micron $Micron Technology(MU)$ . It sits at the center of HBM tightness, DRAM pricing power, and NAND’s role upgrade, while SanDisk $SanDisk Corp.(SNDK)$ and Western Digital $Western Digital(WDC)$ offer higher beta but narrower exposure. Micron gives me broader participation and better balance if volatility picks up. On timing, I believe in the January effect as a probability edge, not a rule. I’d rather build positions early and add on earnings volatility than wait for a perfect pullback that may not come. @Tiger_comments @TigerStars @TigerClub
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01-07
@NoLimitGains:Gold could reach $10,000 & Silver $150
Source from NoLimit @NoLimitGains “CHINA JUST BROKE THE GLOBAL ECONOMY!!! This is absolutely insane.China just injected trillions into its economy. The largest increase since COVID. This move could trigger the biggest commodity squeeze of our LIFETIMES. $Gold - main 2602(GCmain)$ could reach $10,000 & $Silver - main 2603(SImain)$ $150 $iShares Silver Trust(SLV)$ $SPDR Gold ETF(GLD)$ Here’s why: Look at the chart on the left (M2 Money Supply). China is currently executing the largest monetary expansion in its history outside of the COVID crisis. China’s M2 money supply has gone vertical, now sitting north of $4
TOPSpot on! Gold and silver gonna boom big time lah.[看涨]
13.88K
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01-07
🎉34 US Stocks Hit New Highs: Micron Leads S&P Early-Year Rally as Tech Sector Surges
Hi Tigers~[Happy]As of Tuesday's close (ET), the $S&P 500(.SPX)$ rose 0.62% to close at 6,944, setting a new record closing high. $Dow Jones(.DJI)$ gained 0.99%, closing above the 49,000 mark for the first time in history at 49,462. $NASDAQ(.IXIC)$ climbed 0.65% to 23,547.According to statistical analysis of TradingView data, 34 constituents of the S&P 500 with market capitalizations exceeding 101010 billion USD hit all-time highs. Breaking this down by market cap, 24 of these companies are valued above 202020 billion USD. Among them, 12 belong to the Information Technology sector, 8 to the Financials sector, and 4 to the Industrials/Manufacturing sector
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01-07
Seeking Alpha's Top 10 US Stocks: AI Infrastructure Plays with Triple-Digit Upside for 2026
Seeking Alpha's veteran quantitative analyst Steven Cress recently released his "Top 10 Stocks for 2026" list, generating significant discussion in the investment community. The selections are heavily concentrated in AI infrastructure, spanning semiconductors, optical communications, specialty materials, and financial services. Notably, most picks delivered triple-digit returns in 2025 and have maintained momentum into 2026.Here’s a sector-based breakdown:I. Semiconductors & Memory: The Bottleneck of Compute Infrastructure $Micron Technology(MU)$ : Dominant in High-Bandwidth Memory (HBM) with mass production of 9th-gen NAND technology. FQ1 2026 results beat expectations on both revenue and EPS, yet trades at ~30% discount to the SOX index. +239%
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01-07
Option Movers｜Tesla's $430 Put Soars 275%; Micron's $350 Call Soars 1113%; Amazon Shows Highest Bullish Sentiment
Market OverviewWall Street ended higher on Tuesday(Jan 6), as chip stocks surged on renewed AI optimism, Moderna rallied and the Dow Jones Industrial Average reached a record high.Regarding the options market, a total volume of 57,106,828 contracts was traded.Top 10 Option VolumesSource: Tiger Trade App$Tesla Motors(TSLA)$ 's shares were down 4% on Tuesday after Nvidia announced new open-source artificial intelligence (AI) models for autonomous driving.There are 2.46M Tesla option contracts traded on Tuesday, up 39% from the previous trading day. Call options account for 56% of overall option trades. Particularly high volume was seen for the $430 strike put option expiring January 9, 2026, with 91,623 contracts trading.
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01-07
A Perfect Storm: What Will Happen Next?
Hello everyone！Today i want to share some trading ideas with you!1.A Perfect Storm: $ProShares Ultra VIX Short-Term Futures ETF(UVXY)$ In normal times, UVXY is NOT a good vehicle to bet for volitility explosion--and I got burnt enough time to know how to suppress my itch to buy UVXY calls. Not this time. Bought 1/23 UVXY=40 calls today. The Big Jaw setup with RSI divergence! NTA.Image2.Count-down begins NOW: 10, 9, 8, 7......[The consequences of this parabolic move will be revealed soon--100% within this month]. Most likely between Jan. 13 to Jan. 22.Image3.VERY MUCH AGREED. The leading generals of this entire bullish campagin (i.e., $NVIDIA(NVDA)$ & $Apple(AAPL)
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01-07
UNH Rebound Intact, 450 By Year End!
$UnitedHealth(UNH)$ rejected near 350 and pulled back toward 300, where buyers stepped in aggressively and defended the level (higher low formed). A clean break and hold above 355 would likely mark the start of a much larger leg higher, opening the door toward 400–450. As it stands, every dip continues to get bought, reinforcing UNH as a long-term accumulation name.Big money remains involved. Institutional flows have stayed steady, with large funds treating last year’s selloff as a rare opportunity to size into a high-quality healthcare leader. That persistent bid has prevented deeper pullbacks and kept the trend constructive.Why UnitedHealth Still Stands Out:Largest Medicare Advantage platform with unmatched scaleOptum diversification across care,