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694

Shyon

02-04 00:36

Semiconductors have clearly shifted from last year’s AI storytelling to a hard execution phase. Capital is chasing memory names, while logic and architecture players are under intense scrutiny on real orders, margins, and guidance. This earnings week is less about vision and more about proof. My predictions:AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop I expect $Advanced Micro Devices(AMD)$ to benefit from solid AI accelerator momentum and data center demand, enough to drive a post-arnings bounce. $SUPER MICRO COMPUTER INC(SMCI )$ , despite past issues, could see a relief rally if management shows backlog conversion

Semiconductors have clearly shifted from last year’s AI storytelling to a hard execution phase. Capital is chasing memory names, while logic and ar...

# AMD Slides 17%! 2018 Redux or Buy-the-Dip?

TOPEsther_Ryan: $SUPER MICRO COMPUTER INC(SMCI)$ just reported its Quarterly earnings showing off a 123% jump YoY in net sales to $12.7B, vs. $10.43B est. However the company conveniently kept silent on these data because it will expose how almost all of those revenues have been fabricated via pass through vendor financing on steroids ⚠️ 🚩 Account receivables up 500% to ~11bn$ in 6 months 🚩 Inventories up 228% to ~10.6bn$ in 6 months 🚩 Account payables up 1053% in 6 months to ~13.75bn$ 🚩 Cash and Equivalents DOWN 22% in 6 months to ~4.1bn$ 🚩 Gross margins DOWN to 6.3% vs 9.3% the previous quarter

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1.36K

Barcode

02-04 02:14

💥 📈🚪 OPENDOOR $OPEN Pops On Housing Sentiment Boost 💥🚪📈

$Opendoor Technologies Inc(OPEN)$ $GameStop(GME)$ $SanDisk Corp.(SNDK)$ ⚡ $OPEN ripped nearly +8% intraday as rotation accelerated back into oversold housing plays and momentum reversed after an extended selloff phase. 🏠 Rocket CEO confirms mortgage volumes are surging back toward 4-year highs, with production pacing improving, signalling demand is thawing across US housing activity. 🏗️ Developers are now advancing large-scale “Trump Homes” concepts targeting up to 1M entry-level homes, roughly $250B in potential supply expansion. Increased inventory and turnover directly lift transaction velocity, exactly where Opendoor’s high-volume iBuying

💥 📈🚪 OPENDOOR $OPEN Pops On Housing Sentiment Boost 💥🚪📈

# 💰Stocks to watch today?(6 Feb）

TOPHen Solo: I like how you tied macro demand thaw to positioning shifts in $Opendoor Technologies Inc(OPEN)$ Liquidity absorption plus improving momentum often reshapes structure fast. Keeping $Home Depot(HD)$ on watch as cross asset housing flow stabilises into earnings.

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1.74K

Barcode

02-04 02:41

🚀📈 DaVita $DVA Explodes Higher as Momentum Regime Flips 📈🚀

$DaVita HealthCare Partners(DVA)$ $Teradyne(TER)$ $Ball Corp.(BALL)$ DaVita $DVA is dominating NYSE flows today, ripping +25% to $138.97 after a decisive earnings beat that completely resets the stock’s technical structure. I’m seeing one of the strongest reversals in decades as price powers back above the 200DMA for the first time since November, signalling a shift from prolonged downtrend toward renewed momentum leadership. For months, price was trapped inside a descending channel with contracting volatility. This session shattered that regime. Strong volume confirmation and a clean break through layered resistance zones now place price abov

🚀📈 DaVita $DVA Explodes Higher as Momentum Regime Flips 📈🚀

# 💰Stocks to watch today?(6 Feb）

TOPHen Solo: I’m aligned with your view that $DaVita HealthCare Partners(DVA)$’s move reflects positioning unwind plus earnings catalyst. Structure reclaimed key support zones and volatility expanded fast. Compared with $Western Digital(WDC)$ momentum flow here looks cleaner across regimes.

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1.42K

Barcode

02-04 04:41

$Sea Ltd(SE)$ $Alibaba(BABA)$ $MercadoLibre(MELI)$ 🚨📉🔥 Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates 🔥📉🚨 I’m seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10× normal volume. Feb 130p is the most active strike while fresh positioning builds in June 100p. Price is down about -6% on the day, trading near its lowest level since April and still roughly -13% Y/Y as momentum unwinds across growth names. Yet the earnings and cash flow trajectory keeps strengthening. TTM revenue now exceeds $21B, growing about 38% YoY, with a 5-year revenue CAGR near 22%. Pr

$Sea Ltd(SE)$ $Alibaba(BABA)$ $MercadoLibre(MELI)$ 🚨📉🔥 Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Acce...

# 💰Stocks to watch today?(6 Feb）

TOPHen Solo: I like how your post frames $Sea Ltd(SE)$ volatility as a liquidity pocket rather than structural damage. Similar flow dynamics showed up in $Alibaba(BABA)$ where momentum reset before earnings repricing. Cross asset positioning and gamma shifts often mask improving regime structure.

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671

koolgal

02-04 06:50

🌟🌟🌟The historic flash crash on January 30 26 saw Gold falling by 12% and Silver plummeting by 35%. However both Gold and Silver have now entered a rebound phase as of February 4 26. Spot Gold has recovered by 6% while Silver has bounced by 8 to 10% from its lows. It is tempting to FOMO into the rebound because you may have missed the bottom but the smartest move right now is neutral to bullish positioning. Use the diagonal call spread to stay in the game with limited risk. It is your stay in the market insurance policy. It allows you to maintain bullish exposure while hedging against the gut wrenching volatility often seen in $SPDR Gold ETF(GLD)$ and $iShares Silver Trust(SLV)$ Gold &a

【🎁期權掘金】白銀ETF末日Put單日暴漲9025%！‘’沃什恐慌‘’後再現黃金買點？風雨後點佈局？

@期權叻叻虎：

小虎們，上週五由於特朗普提名鷹派美聯儲官員沃什引起了市場的恐慌！一度帶崩金銀價格，血洗幣圈！[Spurting] 事實上，上週五白銀ETF $白銀ETF-iShares(SLV)$ 其中一張末日看跌期權單日一度暴漲超9025%！[Call] 目前黃金白銀已經雨過天晴， $黃金/美元(XAUUSD.FOREX)$ , $白銀/美元(XAGUSD.FOREX)$ 再現V型反轉，本週還有眾多美股七巨頭財報來襲，包括 $谷歌(GOOG)$ ， $亞馬遜(AMZN)$ ， $Palantir Technologies Inc.(PLTR)$ ， $超微電腦(SMCI)$ 等！[666] 那麼本週我們應該如何利用期權佈局美股財報季與金銀貴金屬ETF呢？[YoYo] 企穩信號初現！黃金白銀雙雙反攻，槓桿拋售潮或近尾聲上週五，金融市場經歷了一場小型「地震」。特朗普提名鷹派人物沃什為聯儲局主席的傳聞，瞬間引爆市場對貨幣政策緊縮的擔憂。美元暴力拉昇，貴金屬慘遭血洗，現貨黃金、白銀單日暴跌，連帶加密貨幣市場一併重挫。這場被稱為「沃什恐慌」的衝擊，在期權市場留下了驚心動魄

【🎁期權掘金】白銀ETF末日Put單日暴漲9025%！‘’沃什恐慌‘’後再現黃金買點？風雨後點佈局？

🌟🌟🌟The historic flash crash on January 30 26 saw Gold falling by 12% and Silver plummeting by 35%. However both Gold and Silver have now entered a ...

TOPicycrystal: thanks for sharing

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171

koolgal

02-04 07:13

🌟🌟🌟Bitcoin below USD 80k: Dead Cat or Trend Reset? The bearish case - Dead Cat Bounce: The primary trend for Bitcoin remains bearish after a 40% decline from its October 25 all time high. Technical indicators show that Bitcoin must reclaim the USD 80k psychological level & then the USD 110k mark which is the 200 day moving average, in order to confirm a structural recovery. The Bullish Case: Trend Reset : Some analysts maintain a long term target of USD 110k to USD 150k by later in 2026. They argue the current correction has cleared out excess leverage with over USD 2.5 billion in liquidations recently flushing out weak hands. My Verdict : A Dead Cat Bounce @Tiger_comments

【🎁有獎話題】BTC跌穿8萬美元心理關口！更嚴重嘅信心危機仲未到嚟？

@Crypto加密虎：

Hello小虎們，上週五全球金融市場發生「大變天」，一路狂飆的金銀直接一瀉千里，美股三大指數收跌，比特幣五連跌跌破8萬美元心理價位，一度下探至7.455萬美元，比特幣與加密貨幣還會跌到哪裏？更嚴重的信心危機還沒來？[Happy] Kevin Warsh提名席捲金融市場！ 1月26日至1月30日這周，全球金融市場還在上演「黃金纔是真正的貨幣」以及「用黃金加速去美元化」的劇本，在聯儲局將聯邦基金利率維持在3.50%至3.75%不變，聯儲局主席鮑威爾依舊談「軟着陸」和「依賴數據」等，看起來都比較正常。[Tongue] 根據FedWatch Tool的的數據顯示，市場對3月降息25個點子的押注僅為13%左右，押注50個點子的概率更是為0，降息預期要到4月之後纔會逐步上升，並在6月形成更完整的定價路徑，金價在5300美元/盎司上方盤整，銀價在117美元/盎司上方。[Smart] 市場看起來都風平浪靜，而在1月30日晚間，Kevin Warsh被提名為下一任聯儲局主席，真正的黑天鵝出現了：白銀一度跌超30%，創下1980年3月以來的單日最大跌幅，目前仍跌超13%至73美元關口；黃金一度跌11%，創1980年1月以來的最大單日跌幅，目前仍跌近7%至4533美元左右；美元指數升超1%至97.146；10年期美債收益率上升至4.24%；美股三大指數收跌，比特幣、以太坊、SOL等主要加密貨幣暴跌，小盤股羅素2000指數則下跌1.5%。而發生這些連鎖反應的主要導火索，是Kevin Warsh「矛盾」的政策主張，他既呼籲聯儲局更快降息，有堅定主張「縮表」，對於市場和投資者來說，降息是利好沒有問題，但如果激進的縮表，市場流動性將會進一步縮減，這也就解釋了上週五出現的避險和風險資產雙殺，美元走強的邏輯。[Onlooker] Kevin Warsh曾在2006年至2011年擔任聯儲局理事，並以「

【🎁有獎話題】BTC跌穿8萬美元心理關口！更嚴重嘅信心危機仲未到嚟？

🌟🌟🌟Bitcoin below USD 80k: Dead Cat or Trend Reset? The bearish case - Dead Cat Bounce: The primary trend for Bitcoin remains bearish after a 40% de...

TOPJuliusGoldsmith: I reckon its a dead cat bounce, mate. Gotta watch that $80k break.[吃瓜]

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174

orsiri

02-04 08:07

Profits on a Diet: How Constellation Is Shrinking Its Way to Shareholder Gains

Constellation Brands has chosen the least fashionable strategy in modern markets: deliberate contraction. In an era obsessed with growth-at-any-cost, STZ is doing the opposite — and quietly improving the equity in the process. Shrinking the structure to reveal what actually compounds When Less Starts Pulling Its Weight The consensus looks at Constellation’s mid-single-digit organic sales decline and reaches for familiar diagnoses: fading relevance, demographic decay, or strategic drift. I see something far more intentional. This isn’t erosion; it’s excision. $Constellation(STZ)$ is performing surgery on itself — and the patient is thriving on the operating table. The divestment of lower-margin wine and spirits assets, including SVEDKA and further w

Profits on a Diet: How Constellation Is Shrinking Its Way to Shareholder Gains

# 💰Stocks to watch today?(6 Feb）

TOPflixzy: Spot on! STZ's disciplined strategy is a breath of fresh air.[看涨]

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494

Tiger V

02-04 08:38

Rotation Drives Volatility Across Global Markets

Overall Market Overview Global markets experienced mixed performance as investors rotated out of high-growth technology stocks and selectively moved into cyclical and commodity-linked sectors. Risk appetite remains cautious amid valuation concerns in tech, while policy developments and regional catalysts supported Asian equities. US Markets – Tech-led Pullback US equities retreated as profit-taking hit technology stocks. The Dow Jones$DJIA(.DJI)$ fell 0.3%, the S&P 500 $S&P 500(.SPX)$ declined 0.8%, and the Nasdaq $NASDAQ(.IXIC)$ dropped 1.4%.

Rotation Drives Volatility Across Global Markets

# 💰Stocks to watch today?(6 Feb）

TOPjingli: Rotation chaos, Asia's bounce is solid![看涨]

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308

nerdbull1669

02-04 09:20

Strategy "21/21" Execution In Focus With Bitcoin Volatility Poised To Continue

$Strategy(MSTR)$ is facing a pivotal moment as it prepares to report its fiscal Q4 2025 earnings on Thursday, February 5, 2026, after market close. The recent Bitcoin plunge below $75,000 has put the company's aggressive treasury model under its most intense stress test since the 2022 crypto winter. Here is an analysis of the upcoming results and the key metrics to watch. Q4 2025 Earnings Outlook The headline numbers for Q4 are expected to be messy due to the adoption of fair-value accounting for digital assets, which now forces the company to mark its Bitcoin holdings to market prices every quarter. EPS Consensus: Analysts are projecting a significant loss, with estimates ranging from $-18.06 to $-19.03 per share. This is a massive swing from the

Strategy "21/21" Execution In Focus With Bitcoin Volatility Poised To Continue

# Bitcoin Bloodbath to $60K: Bottom In or More Pain?

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1.17K

Shyon

02-04 10:22

$Advanced Micro Devices(AMD)$ is my stock in focus today after its post-earnings pullback, which I view as a potential opportunity rather than a fundamental issue. Shares fell about 7.6% as the market reacted to guidance for a modest sequential revenue decline, highlighting how high expectations around AI hardware remain. Operationally, the quarter was solid. Q4 revenue beat estimates at $10.27 billion, with data-center sales up 39% year over year. The Q1 revenue guide of around $9.8 billion still implies about 32% year-over-year growth and includes AI chip sales to China, keeping the core business on track. While competition and memory supply constraints persist, AMD continues to gain server CPU share and expand its AI product lineup. With sent

$Advanced Micro Devices(AMD)$ is my stock in focus today after its post-earnings pullback, which I view as a potential opportunity rather than a fu...

# 💰Stocks to watch today?(6 Feb）

TOPwinky9: AMD's pullback is a golden chance! Data center growth solid.[看涨]

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626

Mrzorro

02-04 10:24

Tech Sell-Off Sees Smart Money Cap Micron and Buy the Dip in Shopify On Tuesday, U.S. stocks saw a clear tech sell-off, with Nasdaq sliding about 2% as risk appetite weakened sharply. With earnings season approaching and valuations still elevated, investors moved to reduce exposure to high-volatility names, setting a cautious tone across the market. As enthusiasm around the AI narrative cooled, both semiconductors and software came under pressure. Chip stocks weakened ahead of earnings from $Advanced Micro Devices(AMD)$ , with $NVIDIA(NVDA)$ down roughly 5%, $Broadcom(AVGO)$&nb

Tech Sell-Off Sees Smart Money Cap Micron and Buy the Dip in Shopify On Tuesday, U.S. stocks saw a clear tech sell-off, with Nasdaq sliding about 2...

# 💰Stocks to watch today?(6 Feb）

TOPtothehill: Tech sell-off's harsh, Micron cap wise but Shopify dip tempting.[惊讶]

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230

Emotional Investor

02-04 11:42

So last year was extremely volatile. this year is shaping up to be even more volatile. There appears to be no stocks that offer a safe haven. The set up, if we just look at what JP Morgan did last Friday with paper silver… create fake news, first it’s silver is cheap at $120, the next day it’s reverse fake news, new fed chair will crash the silver market. No. JP Morgan caused it. They shorted silver, comex significantly increased the margin requirements and the crash was inevitable. Smaller traders got called, price came down forcing larger traders to be called, price then came down further forcing stop losses to kick in and also algorithm trades. This killed paper silver. An J.P. Morgan with all their inside information made billions swooping in at exactly the right moment. So my strate

So last year was extremely volatile. this year is shaping up to be even more volatile. There appears to be no stocks that offer a safe haven. The s...

# 💰Stocks to watch today?(6 Feb）

TOPzookee: Smart shift to physical assets! Volatility's mad this year.[看涨]

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258

Pinkspider

02-04 12:24

Roughly ~20% of $HOOD's revenue comes from Crypto (~$268M from $1.27 Billion). If crypto revenue drops by 40%, that's only an 8% hit to total revenues or ~$100M. By contrast, for $COIN a 40% hit to crypto revenue would mean a 40% hit to their revenues! But, $HOOD has 10 other businesses, all of which are growing rapidly. Just the new prediction markets business alone is expected to grow by more than 200% quarter-to-quarter from Q3 to Q4! That might mean just that business alone might erase any revenue declines from crypto. Then there is Credit Cards, Equities trading, Options trading, Cash Sweep (interest), Securities Lending, Gold Subscription Revenue, and Futures Trading. Not to mention they're about to launch personal banking. Robinhood is a monster!

Roughly ~20% of $HOOD's revenue comes from Crypto (~$268M from $1.27 Billion). If crypto revenue drops by 40%, that's only an 8% hit to total reven...

TOPnuzzle: Robinhood's diversification is brilliant! Growth potential immense.[强]

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961

Pinkspider

02-04 12:25

ROBINHOOD

TOPJohnMitchell: Robinhood's diversification is mad! Growth across the board.[得意]

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308

Binni Ong

02-04 13:34

Update on Gold price after the HUGE plunge

In this video, I give a quick update on Gold after its huge plunge, breaking down the recent price swings and what’s driving the volatility. I go over key levels, recent corrections, and what the current trend might mean for the next move, especially important price levels mentioned. Apart from physical gold, gold etf is an alternative way to get exposure into gold movement. Gold ETF listed in SGX $GLD SG$(GSD.SI)$ $GLD US$(O87.SI)$ Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the first to know! This stock was identified based on a signal generated by the TAD System https://bit.ly/tawpro. Disclaimer: This document is not

Update on Gold price after the HUGE plunge

# Goldman Upside Alert: Could Gold Reclaim $5,400 This Year?

TOPAndreaClarissa: Spot on gold analysis Keen for more updates[看涨]

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786

koolgal

02-04 14:01

🌟🌟🌟Rebound or Reversal for Gold & Silver? In the short term this is a rebound, a reflex action after a brutal sell off for Gold & Silver. The nomination of Kevin Warsh is still subject to approval from the US Banking Committee. He is an unknown element. In the past, he is considered a hawk when he was in the Fed. However he may change his stance to be dovish as Trump wants interest rate cut to be as low as 1%. Whether Kevin Warsh is a hawk or dove, the US is still running trillion dollar deficits year after year. The US is on track to pay over USD 1 trillion per year in interest alone. In FY 2025, interest payments reached USD 970 billion. This environment is historically bullish for Gold and Silver. Gold and Silver are n

【📠期貨趨勢解碼】判斷金銀係反彈定係反轉？呢兩個關鍵觀察點絕對唔可以忽視？

@期貨茄哩虎：

小虎們好呀，經過兩天的交易日，我們一起跟着交易員Owen來看看黃金與白銀的價格走勢：黃金/美元價格重返5000美元關口白銀/美元價格小幅反彈在大幅的殺跌過後，很多人目前可能最焦慮的一個問題是，金銀到底能不能抄底? 我們抄底金銀後，面對的到底是短期的反彈行情；還是反轉的，繼續長期上升的行情呢？[LOL] 先說結論，交易員Owen認為目前我們面對的金銀的上升，只能當成短期的反彈來看！而當金銀的價格反彈在沒有超過一定的高度之前，我們應該報以高度謹慎！[Observation] 先假設金銀還會有一次C浪殺，並在反彈的高點出現拐點向下的跡象時，再次嘗試佈局空頭頭寸。而如果行情繼續走高並超過了我們空單的入場點的話，就立刻止損就好了。總之，在市場有明顯的底部結構出現前，在沃什擔任聯儲局主席這個風險事件確定的落地前，不要輕易的去猜測金銀已經見底。下面咱們來詳細說一下策略步驟：第一，技術面看，金銀的反彈只能當成是B浪反彈，之後我們先假設還有一波C浪殺。我們看下黃金的走勢，目前COMEX黃金期貨的主連行情走勢已經非常明顯是個階段性見底的走勢，日線上行支撐位有着很明顯的作用。而白銀的價格主要還是跟隨黃金波動。[Sly] $白銀主連 2603(SImain)$ $迷你白銀主連 2603(QImain)$ $白銀2603(SI2603)$ $2倍做多白銀ETF-ProShares(AGQ)$

【📠期貨趨勢解碼】判斷金銀係反彈定係反轉？呢兩個關鍵觀察點絕對唔可以忽視？

🌟🌟🌟Rebound or Reversal for Gold & Silver? In the short term this is a rebound, a reflex action after a brutal sell off for Gold & Silver. The nomin...

TOP1PC: Nice Sharing 😁. Yes the physical bars will be Better 😉😁 @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @Aqa @DiAngel

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749

koolgal

02-04 15:34

🌟🌟🌟The market has been behaving like a kid with ADHD lately - bouncing off the walls one day, & sulking the next day. But amid this chaos, $Alphabet(GOOG)$ is reporting its Q4 26 earnings on Feb 4. Google Cloud is the centerpiece this quarter. Investors want to see whether AI workloads - Gemini integration, enterprise adoption and TPU powered training are showing up as visible revenue acceleration. If Cloud growth ticks up, Alphabet 's recent re rating looks justified. If Cloud growth stalls, the market may throw a tantrum. This is the moment where AI hype must become AI dollars. Search is still the profit engine. But AI answers cost more to serve & competition is louder than ever. Can Gemini defend margins while keepin

🌟🌟🌟The market has been behaving like a kid with ADHD lately - bouncing off the walls one day, & sulking the next day. But amid this chaos, $Alphabe...

# 💰Stocks to watch today?(6 Feb）

TOPFabianGracie: Exciting times for Google Cloud! Hope it smashes expectations tonight.[看涨]

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184

Binni Ong

02-04 15:38

Hang Seng Index: What the Latest Correction Says About Market Strength

Introduction – $HSI(HSI)$ recent selling pressure in context The Hang Seng Index experienced a pullback during the Sep–Nov 2025 period, with the decline limited to less than 10%. This contrasts with earlier corrections in 2024 and early 2025, which were deeper (over 15%) and longer in duration, suggesting recent selling pressure has been more measured and controlled. Comparison with prior corrections Previous downturns saw sharper drawdowns and more aggressive follow-through selling. The latest correction was relatively shallower and shorter, indicating reduced downside momentum. Pattern and price behaviour Price had broken out of an ascending triangle, a pattern where higher lows press against a relatively flat resistance, often reflecting bu

Hang Seng Index: What the Latest Correction Says About Market Strength

# What are the hot spots in the Hong Kong stock market today?

TOPdoozii: HSI's shallow pullback shows resilience, breakout holding firm.[看涨]

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287

Mrzorro

02-04 16:30

Amazon Earnings Preview: Gradually Accelerating AWS vs. Free Cash Flow Concerns $Amazon.com(AMZN)$ will announce its FY2025 Q4 earnings report after the market closes on February 5. Core Financial Indicators – Amazon's revenue is expected to be $211.23B for 2025Q4, up 12.48% YOY. The company previously guided Q4 revenue of 206–213 billion, implying year-over-year growth of 9.7% to 13.4%. – EPS is estimated to be $1.959, up 5.33% YOY. – On profits, the company had guided Q4 operating profit of 21–26 billion, and results typically come in near the high end. Its upper limit implies a growth rate of 22.6%. Three Things to Watch Global Retail Growth The retail segment grew by 11% in North America and 14%

Amazon Earnings Preview: Gradually Accelerating AWS vs. Free Cash Flow Concerns $Amazon.com(AMZN)$ will announce its FY2025 Q4 earnings report afte...

# Amazon CapEx +50% Spooks Markets😨 Step Away from AI Trade?

TOPwindy00: AWS growth looks solid, but cash flow worries nag.[看涨]

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