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01-28 17:24
ASML's Earnings Explode, Semiconductor ETFs Poised for Takeoff?
Just now, lithography giant $ASML Holding NV(ASML)$ released its fourth-quarter earnings report, delivering explosive results. Pre-market shares surged as much as 5.47%, climbing above $1,454: As a result, semiconductor ETFs surged in premarket trading, with $VanEck Semiconductor ETF(SMH)$ climbing over 2.9%, $iShares Semiconductor ETF(SOXX)$ rising more than 3%, $Invesco PHLX Semiconductor ETF(SOXQ)$ gaining over 2.4%, and $Leverage Shares 2X Long ASML Daily ETF(ASMG)$ soaring by 10.1%! From an earnings standpoint, ASML’s fourth-quarter revenue came in at €9.72 billion, slightly
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01-28 10:19
$Defiance Daily Target 2X Long MP ETF(MPL)$ bullish. The reason why the mp material will be more sustain lasting upward trend because market expecting more trump policy in elevating "critical minerals/processed products" to stronger national security and supply chain issues. Last week the White House released policy actions and explanatory documents regarding the "import of processed critical minerals and their derivatives." Such signals directly increase the strategic premium of the "U.S. domestic rare earth supply chain." The conclusion is USA government policy defines the sector as a strategic direction, big fund from major investment companies will put capital more willingly as to treat it as a main theme to push hig
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01-28 10:22
$NVIDIA(NVDA)$
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01-28 17:24
Mag 7 Earnings Series | AI Payoff for MSFT & META? Predict & Win Tiger Coins!
The Q4 earnings season hits its peak this week! Over 300 companies are set to report, including four powerhouse members of the ‘Magnificent 7’. While the Mag 7 led the market higher last year, momentum has shifted lately. Meta and Microsoft have shown relative weakness, while Apple and Tesla, despite marginally better performance, face mounting questions over their growth premiums. Wednesday, Jan 28 (Post-Mkt): $Tesla Motors(TSLA)$ , $Microsoft(MSFT)$ , and $Meta Platforms, Inc.(META)$ report simultaneously. Thursday, Jan 29 (Post-Mkt): $Apple(AAPL)$ takes the stage. 1. Key Focus: The AI Spending vs. Return Balancing A
TOPTSLA-C MSFT-B APPL-B META-C (TSLA) – Q4 2025 Consensus: Revenue ~$24.75–$24.8B (down ~3–4% YoY); EPS ~$0.33–$0.45 (down 30–50% YoY). Deliveries down ~16% YoY amid competition and demand weakness; Energy storage a bright spot. Watch: FSD/Robotaxi/Optimus updates and tough 2026 outlook. (MSFT) – Fiscal Q2 2026 Consensus: Revenue ~$80.2–$80.3B (up ~15% YoY); EPS ~$3.88–$3.92 (up ~20% YoY). Azure growth in mid-to-high 30s% (constant currency) from AI/Copilot demand. Key: Capex rise and ROI amid heavy AI investments. (AAPL) – Fiscal Q1 2026 (Dec quarter) Consensus: Revenue ~$138–$139B (up ~10–12% YoY); EPS ~$2.65–$2.67 (up ~10–11% YoY). Strong iPhone holiday sales and Services drive rebound. Focus: China trends, AI/Siri progress, and forward catalysts. META – Q4 2025 Consensus: Revenue ~$58.4–$58.45B (up ~20–21% YoY); EPS ~$8.15–$8.21 (up modestly YoY). Ads strong via AI; heavy 2026 capex and Reality Labs losses under scrutiny. Watch: Ad efficiency and spending justification.
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01-28 14:04
Current Market Trends and Outlook Analysis 1. Micron (MU) AI-Driven Demand and Market Position Micron is a leader in innovative memory and storage solutions, providing high-performance DRAM, NAND, and NOR products. The company is uniquely positioned to capitalize on the AI opportunity, as AI-driven demand is accelerating and outpacing industry supply, leading to significant improvements in pricing and margins. Micron's innovations fuel the data economy, enabling advances in AI and compute-intensive applications from data centers to intelligent edge and across client and mobile user experiences. Product Portfolio for AI DRAM: Micron is shifting more DRAM production to High Bandwidth Memory (HBM) and high-capacity modules for data center and hyperscale cloud markets, driven by AI. The compan
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01-28 15:23
Historic milestone: South Korea’s stock market surpasses Germany
Yesterday, South Korea's stock market reached a total market capitalization of $3.25 trillion, surpassing Germany's $3.22 trillion to become the world's 10th largest stock market! From a year-to-date perspective, the KOSPI has surged more than 20%, making it the best-performing major equity index globally. In contrast, Germany’s DAX is up just 1.6% over the same period. South Korea's large-cap indices posted even stronger gains, with the KOSPI 100 index rising over 25% year-to-date and the KOSPI 50 index climbing more than 26%. Against this backdrop, Korean ETFs have shone brightly: $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ has delivered over 94% returns this year, $南方两倍做多海力士(07709)$ has sur
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01-28 16:29
Is Trump Publicly Backing a Weaker Dollar? AreThe Dip Buyers Ready For The Market Soaring?
Earlier this Tuesday, a U.S. financial journalist asked President Donald Trump a question that has broadly worried Wall Street: “Are you concerned about the recent decline in the U.S. dollar?” Trump’s response surprised the market: he said no, he thought it was great, and that the dollar should be allowed to find its own level because that is “fair”—adding that if you look at China and Japan, they always want their currencies to depreciate. In market reporting, bullion rose as much as 1.3% on Wednesday after jumping 3.4% the day before (its biggest one-day gain since April), and Trump said he was not concerned about a weaker dollar even as the world’s premier reserve currency slid to its weakest level in nearly four years. This statement clearly reads as tacit approval—or even welcome—for
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01-28 15:38
💥Rare Earths Explode: Will You Follow Trump’s $1.6B “Super Bet”?
Hi Tigers, Welcome to “What the Tigers say.” This is a weekly column planned to share the great opinions from Tigers on a specific topic, and today our theme is the Rare Earths boom and Trump's strategic bet. The market for critical minerals just witnessed a historic shift. On January 26, USA Rare Earth saw its stock price skyrocket 🚀. Before the market opened, shares surged as much as 62%, hitting a peak of $40.17 📈💥. Behind the dramatic spike? A massive $1.6 billion strategic investment from the U.S. Department of Commerce 💰. The deal includes both equity acquisition and debt financing 🤝. Mark this moment — it's the largest single government bet on the rare earth sector to date 🇺🇸⚡. With the government officially stepping in as a strategic stakeholder, how does this change the investment
TOPFollow the Leader Trump’s involvement is a policy signal, not an investing guarantee. Markets reliably front-run his intentions, but fundamentals often lag. Following early can work tactically; chasing after parabolic moves usually does not. Treat this as a catalyst trade, not a conviction bet. Risk vs Reward Pure-plays like USA Rare Earth (USAR) offer maximum upside but carry execution, funding, and valuation risk. These are trading instruments. Diversified exposure via iShares MSCI Global Metals & Mining Producers ETF (PICK) offers durability and lower drawdown risk but less torque. A small barbell allocation is more rational than all-in positioning. Next Big Move After rare earths, the most likely targets are: 1. Copper – critical for AI, grids, EVs; structurally undersupplied. 2. Uranium – energy security and defence alignment. 3. Grid infrastructure metals – aluminium, transformers, HV components.
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01-28 15:23
Meta's financial report is just around the corner, what do you think of trading opportunities?
$META Platforms, Inc. (META) $ Will be onAfter-hours U.S. stocks closed on January 28Announced its latest quarterly earnings report. The market generally expects that META's financial report will still hand over a report card of "stable advertising and heavy AI investment". According to the consensus expectation of mainstream institutions, META's revenue this quarter is expected to fall at$56 billion-$59 billion range, year-on-year growth of approximately20%–21%； Earnings per share (EPS) are expected to be approximatelyUS $8.1-8.3。 If this expectation is fulfilled, META will continue to maintain a relatively prominent pace of revenue and profit growth among large technology companies. From the perspective of business structure, advertising is still t
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01-24
The Year of Multi-Modal
I have a growing conviction that 2026 will be the year of multi modal AI. There are a handful of trends all coming together at the same time that are set to converge. Multi-modal models get good enough. Inference is getting cheaper and faster (cost curve is important). And the real world starts showing up as first class input. I really believe AI will stop predominantly living in text boxes and instead in places humans actually are. For the last few years, AI has been overwhelmingly text first, and for good reason. Text was the fastest path to usefulness. It was easy to collect, easy to tokenize, relatively cheap to serve, and generally didn’t have the same latency requirements. If you were building an AI product in 2023 or 2024, starting with text was the rational choice. But text always
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01-23
Small caps up 14 straight days strong retail demand
Make that 14 straight days to start the year. It is now the 2nd longest streak of Small Cap outperformance in 40 years+, trailing only 1 time in 1996. The R2K has now outperformed the S&P on ALL 13 trading sessions so far in 2026. $E-mini Russell 2000 - main 2603(RTYmain)$ $iShares Russell 2000 ETF(IWM)$ $iShares Russell 2000 Growth ETF(IWO)$ $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Retail investors bought the dip on Tuesday…Heavily Tuesday was the 3rd la
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01-28 12:03
🎉🎉Congrats to Weekly Top 5 Most Active & Promising CBA Traders!💰💰
Hey SG Tigers!🐯 Another week has gone by, and we are happy to see many amazing tradings from you!🎉 🎉🎉Here we present the top 5 most active/promising Cash Boost Account (CBA) traders for the week of January 19th -23rd!🎉🎉 We'd like to congratulate @Jays96 @Kelvin KSA @RR0921 @godoffortune @Mugen81 @Santana Tan @PStock7 @HSEr
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01-27 07:42
Gold Tops $5,000 for First Time Ever: What's Next for Investors? $XAU/USD(XAUUSD.FOREX)$
TOPso maybe it’s time to ask: Is this a safe haven — or the most expensive panic button ever?[Doubt]
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01-27 08:44
Long Straddle Play As TSLA Earnings About Proving “Valuation Gap” To Maintain Its Premium
$Tesla Motors(TSLA)$’s fiscal Q4 2025 earnings, scheduled for release on January 28, 2026, arrive at a critical juncture as the company’s valuation increasingly detaches from its core automotive performance. The Financial Outlook Wall Street is braced for a significant year-over-year decline. The consensus estimates include: Non-GAAP EPS: ~$0.44–$0.45 (a nearly 40% YoY drop). Revenue: ~$24.8–$25.0 billion (down ~3% YoY). Automotive Margins: Investors are looking for stabilization around 14.8%–15.0%. The primary drag is the automotive segment. Tesla already reported 418,227 deliveries for Q4, a 15.6% YoY decline, attributed to the expiration of U.S. tax credits in Q3 and an aging product lineup. The "Tech Pivot" Strategy 1. Because the car business
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01-27 10:08
New call warrant tracking Kingboard Laminates - an upstream supplier for AI infra
🆕Macquarie Warrants Singapore has listed a new call warrant over Kingboard Laminates Holdings $KB LAMINATES(01888)$ , a stock that has experienced significant volatility over the past six months, with the shares rising 52.6% from HKD 9.56 at the end of June 2025 to its HKD 14.59 closing price as of yesterday 📈The strong share price performance has been driven by robust earnings growth, with the company reporting a 46% increase in 2024 full-year profit to HKD 1.33 billion, and revenue growing 11% to HKD 18.5 billion (MT Newswires) ⛓Kingboard sits in the upstream supply chain for AI infrastructure as it supplies laminate materials to PCB manufacturers who then supply to server and networking equipment makers. These equipment makers in turn supply t
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01-27 11:50
Nvidia Deepens CoreWeave Bet: Is $100 a Buy or Sell?
$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ NVIDIA announced a $2 billion equity investment in CoreWeave, purchasing Class A shares at $87.20 per share (a discount to the prior close of ~$92.98). This increased NVIDIA's stake from ~6% to ~9%. CoreWeave shares rose ~5-6% initially (trading in the $98–$105 range post-announcement, with volatility; the query references ~$100). The deal supports CoreWeave's ambitious plan to scale to >5 GW of AI compute capacity ("AI factories") by 2030, using NVIDIA's full stack (GPUs, networking, software, and now the new Vera CPU). CoreWeave gets early/priority access to NVIDIA products; NVIDIA gains equity upside and dedicated demand. NVIDIA's Vera CPU is a new standalone A
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01-27 22:53
Silver’s price action reflects a market that has shifted from trend to stress. How to read the move The spike to ~$117/oz followed by a same-day round trip is classic blow-off volatility, often seen when leverage, thin liquidity, and momentum collide. Such reversals typically flush weak hands but do not automatically end a bull cycle. Heraeus is right to flag relative valuation. Silver’s gold ratio compressed aggressively, and history shows that when industrial users actively seek substitutes, near-term demand elasticity rises and prices correct. What the rebound tells us The ~7% futures rebound suggests dip-buyers remain active, likely driven by macro hedging and scarcity narratives rather than immediate industrial demand. However, rebounds after extreme reversals tend to be fragile unles