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02-04 10:00
$INNOSCIENCE(02577)$ 跟谷歌合作發展AI, 證明公司的能力，未來增長可期，開始建倉。
TOPTrevelyan: It's great to cooperate with Google, and the future is promising!
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02-04 16:38
Google's Small-Cost Bearish Strategy Ahead of Earnings
$Google (GOOG) $Will be onFebruary 4thpublishFourth Quarter Fiscal 2025 Earnings。 Against the background of the recovery of advertising demand and the accelerated growth of cloud business, the market generally expects the company's performance this quarter to maintain a steady expansion trend. From the perspective of core financial indicators, the market consensus expects revenue for this quarter to be approximatelyAround $110 billion, year-on-year growth of approximately15%； Earnings per share (EPS) are expected to be inAround $2.6。 Search advertising is still the pillar of revenue. Benefiting from AI technology to improve advertising conversion efficiency, related businesses are expected to continue double-digit growth; YouTube advertising revenue
TOPI’m newbie . What platform apps are you using ?
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02-04 16:36
Is $WDC About to Break $296 After a 7.4% Surge？
$Western Digital(WDC)$ Western Digital Corp.(WDC) Surged +7.40%: Strong Momentum Tests All-Time High, $296.5 Target in Sight Latest Close Data Closed at $290.24 on Feb 3, 2026, up +7.40% (+$20.01). This places the stock just 2.1% below its 52-week/All-Time High of $296.50. Core Market Drivers The strong uptrend is supported by positive sector rotation into tech and semiconductors, coupled with robust institutional capital inflows observed over the past week. The stock successfully broke above its previous resistance level, confirming bullish sentiment. Technical Analysis Volume was solid at 15.37M shares. The MACD (DIF: 23.97, DEA: 20.23, MACD: 7.48) shows a strengthening bullish crossover and expanding histogram, indicating accelerating upward mom
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02-04 16:10
AMD's Big Earnings Gain in Q4 Isn't Building Up Market Conviction. Here's Why
Here’s Why AMD Didn’t Rise After Q3 Earnings Results With the reporting of its Fiscal Year (FY) 2025 results on the 3rd of February 2026, American chipmaker Advanced Micro Devices, Inc ( $Advanced Micro Devices(AMD)$ ) seems to be indicating that hasn’t made substantial headway in its battle for market share in the hottest sub-theme within AI: datacentres. While AMD CEO Lisa Su stated during 3rd quarter (Q3) 2025 earnings call that its deal with OpenAI – a mirroring of the web of deals that Nvidia had made into the AI ecosystem – could generate more than $100 billion in revenue for the company, this doesn’t seem quite as evident at least for now. Trend Analysis In the final quarter of FY 2025, AMD largely maintains revenue trends estimated via the
TOPSolid EPS but no price jump? Market's doubting AMD's AI push.[疑问]
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02-04 15:05
Market Pauses Near Records as AI Winners Split From the Rest
I. Headlines & Catalysts The market cooled. The Dow closed above 49,000 for the first time ever. The S&P 500 came close to 7,000, then posted its worst single session in two weeks. Price is still elevated, but momentum clearly slowed. Earnings are reinforcing a familiar theme. Companies that use AI efficiently are printing cash. Everyone else is being judged harshly. Software, semis, and consumer names without a clean growth story are losing investor patience fast. Macro pressure eased slightly. Markets continue to price in Kevin Warsh joining the Fed in May, viewed as flexible but not reckless. The House passed a government funding resolution, signed after the close, removing a short term risk. Gold and silver bounced after last week’s flush. Bitcoin stayed stuck between 70K and 8
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02-04 09:55
Tiger Invites You to Play｜ Episode 1 ——Share the Sector You’re Most Bullish On in 2026
Hey Tigers, look here! 👀 Show us what you're bullish on! Simply pick your favorite industry, and post a corresponding picture of Tiger holding white K-Line mug in the comments section. Score 10 Tiger Coins - limited to 50 users, first come, first served! 🎁 📢 Just 2 steps! Pick an industry you're bullish on. Leave a comment with “reason(s) for your choice” with the corresponding image. 🎁 Complete and get 10 Tiger Coins! The deadline is 25 February. Tiger Coins will be distributed within 1 week. The White K-line Mug is now available on Tiger Coin Mall with a limited-time 12% OFF! This content does not constitute financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary
TOP🌟🌟🌟I am most bullish on AI & Semiconductors because this isn't a theme anymore. It is the bloodstream of the entire global economy. Every industry - Finance, Healthcare, EVs, Defence , Consumer Tech - runs on silicon & compute. 2026 is shaping up to be the year where: AI models get bigger, hungrier & more expensive. Data centers explode in capacity. Chip supply chains tighten. Companies that build the picks & shovels of this AI Gold Rush become the winners. This is the one sector where demand isn't just strong. It is insatiable. Let's be honest - AI & semiconductors are the only sector where companies can say "We are raising Capex by another USD20 billion" & investors say "Great job". If every other sector tries that, the market faints like a Victorian lady. AI & Semiconductors is the kind of sector that makes you sit up straighter, breathe deeper & say "Yes, this is where legends are made ". @Tiger_Merch @Tiger_comments @TigerStars @TigerClub @CaptainTiger
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02-04 13:29
Option Movers｜Netflix's $80 Put Soars 62%; PayPal's Volume Surges 162%
Wall Street ended sharply lower on Tuesday(Feb 3) as investors worried about AI creating more competition for software makers, keeping them on edge ahead of quarterly reports from Alphabet and $Amazon(AMZN)$ later this week. Regarding the options market, a total volume of 64,858,204 contracts was traded on Tuesday. Top 10 Option Volumes Source: Tiger Trade App Netflix shares fell 3% on Tuesday as co-CEO Ted Sarandos testified in front of a Senate subcommittee over antitrust concerns regarding the company's proposed merger with Warner Bros. Discovery on Tuesday. A total number of 553.45K options related to Netflix were traded on Tuesday, up 33% from the previous trading day, of which call options accounted for 57%. Particularly high volume was seen
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02-04 13:42
3 REASONS $AMD EARNINGS REACTION WENT NEGATIVE
1. The stock is trading on 2027 $Advanced Micro Devices(AMD)$ ’s quarter was objectively strong but the stock is being valued on what AMD might look like once MI450 + rack-scale systems are in full production. When a stock is priced on a future inflection then anything that doesn’t directly pull that inflection closer tends to get discounted. Data center growth near 40% is impressive but it’s still below the 60% CAGR management is targeting longer term. 2. The real payoff is still gated on MI450 execution AMD’s AI story is now about MI450 + the Helios rack platform. Management is being explicit that this is the hinge point for AMD becoming a systems-level AI infrastructure player rather than a component supplier. That upside is large but it’s also
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02-04 13:07
Silver & Copper Surge 7%+ | NEWP, HL, AG, EXK & SVM Lead the Rally
The Silver and Copper sectors rose an average of ~8.36% and 7.61% respectively at the February 3, 2026 ET market close, primarily driven by a sharp technical rebound and dip-buying after severe prior sell-offs, fueled by renewed industrial demand expectations (especially AI/data centers and clean energy for both metals), supply tightness, and a pause in the US dollar's rally following recent volatility from Fed chair nomination concerns and margin hikes. This relief rally followed dramatic plunges in precious metals late last week, with silver futures surging over 12% and copper advancing amid broader commodity stabilization. $S&P 500(.SPX)$ pulled back as investors dumped technology stocks and moved into shares more broadly linked to improvem
TOPSilver and copper on fire! Demand surge is real, mate.[财迷]
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01-20
FUTURUM EQUITIES PODCAST EPISODE #27
Daniel & I dove into four big themes:1. $Taiwan Semiconductor Manufacturing(TSM)$ earnings reset the AI narrative. When the company that actually builds the silicon says demand is still outrunning supply then it confirms AI is already a real business with real demand. We break down what that means for the AI Utility trade in $IREN Ltd(IREN)$ , $NEBIUS(NBIS)$ & $Cipher Mining Inc.(CIFR)$ .2. A SpaceX IPO would force a repricing of space infrastructure. That has major implications for $Rocket Lab USA, Inc.(RKLB)$ building end-to-end space logistics,
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02-04 06:30
Amazon To Prove More In "AI Efficiency" If Huge Investment Translate To Strong Margins
$Amazon.com(AMZN)$ is set to report its fiscal Q4 2025 earnings on Thursday, February 5, 2026, after the market closes. While Amazon enters the report with a "Strong Buy" consensus from analysts, the stock has been a relative laggard over the last year, remaining nearly flat while the S&P 500 gained ~15%. The narrative for this quarter is a tug-of-war between AWS acceleration and massive AI capital expenditures (capex). Key Metrics to Watch Investors will be scanning the report for these three "make or break" figures: AWS Revenue Growth & Backlog: Consensus estimates for AWS growth sit around 21% to 22% ($34.9B+). Watch the $200B+ backlog; if Amazon can show a faster conversion of this backlog into current revenue, it signals that AI is fi
TOPReckon Amazon can balance AI spend with margins, but it's a tightrope walk.[吃瓜]
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02-01
Alphabet at USD 4 Trillion & I Am Still Here For The Next Trillion
🌟🌟🌟Alphabet $Alphabet(GOOGL)$
TOPthanks for sharing
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02-04 05:22
Can AMD, SMCI, QCOM & ARM strike back to outrun their Memory peers? AMD: The Measured Retreat:DROP Despite a beat & raise performance from Lisa Su, AMD faces the classic perfection problem. After a massive runup, the bar was set so high it requires a miracle to clear it. Expect a slight pullback as AMD catches its breath. SMCI: The Volatile Rebound: JUMP After a brutal year of margin anxiety, SMCI is finally showing that Volume is King. With AI server demand still insatiable, any sign of fiscal discipline will send SMCI back toward the stratosphere. QCOM: The Gravity Check: DROP Qualcomm is currently fighting a 2 front war: stagnating mobile phone sales & a transition to AI PCs. Unless QCOM reveal a surprise strategy, gravity may win this round. ARM: T
TOPthanks for sharing
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02-04 10:02
🎯 Markets keep swinging — share your unique insights!
Hi，Tigers： The earnings call livestream from $Alphabet(GOOG)$ is coming soon! 👉 Want to watch today's livestream? Click here to register now! Google 2025Q4 Earnings Conference Call The market is experiencing severe fluctuations.🦅 🎯What are some good money-making strategies? Share your great ideas! Let’s break it down. These stories drove the markets. More News Tiger Community TOP10 Tickers 🎯 S&P500 Most Active Today 👉@TigerObserver Weekly Five Key Areas: Macro, Singapore Stocks
TOP$Advanced Micro Devices(AMD)$ 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 sentiment cooling after earnings, the recent pullback may offer a more attractive entry for long-term investors. @TigerStars @Tiger_comments @TigerClub
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02-04 09:09
$NFLX, $NVO, $HIMS: Lessons on Demand, Scale, and Market Winners
The market favors companies that own demand and scale. $NFLX shows how dominating customer choice beats short-term profits, while $NVO faces pressure from competition and falling prices—highlighting the advantage of demand aggregators like $HIMS. 1. $Netflix(NFLX)$ I didn't understand Netflix $NFLX 10 years ago, but I learned lessons from that mistake. 1. Users > Profits: In a digital business, it's critical to reach scale. Profits don't matter on the path to scale. 2. Delay Taking Price: Margins are low? Who cares! See #1. 3. Suppliers eventually have to bend the knee to the one who owns demand. You don't say, "I'm going to watch Sony's K-Pop tonight." You say, "I'm going to watch Netflix." Demand matters above all else. Owning the customer is
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02-04 09:01
Trade Setups: $NVO, $ONDS, $MRNA, $MSFT at Key Technical Levels
Key names to watch this week: dip-buy and pullback opportunities across $NVO, $ONDS, $MRNA, and $MSFT. 1. $Novo-Nordisk A/S(NVO)$ NVO Monthly Bx divergence in play This would be considered “buy the dip” opportunity in my strategy. 2. $Ondas Holdings Inc.(ONDS)$ I would be a buyer at $9 $ONDS 👀 3. $Moderna, Inc.(MRNA)$ MRNA tagged my take‑profit band perfectly and is now likely to sell back into the bias / fair value zone. I’ll be looking to go long on the next pullback into that fair value range, not up here. 4. $Microsoft(MSFT)$ MSFT downside target hit 🎯 Point of control support is now in play. Could see short term boun
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02-03 23:46
AMD, SMCI, QCOM, ARM Earnings: Can Legacy Semis Strike Back?
Recent market performance has left many tech investors disheartened. Compared to last year's widespread euphoria, the semiconductor sector seems to have been "abandoned" by the market, with capital fiercely flowing towards the latest market darling – the memory section. While memory giants like Hynix and Micron reap huge profits from AI server demand, logic chip and architecture powerhouses are grappling with "growth premium" scrutiny. This week, AMD, SMCI, Qualcomm, and ARM, four companies at the center of the storm, will release their earnings reports. From "Storytelling" to "Order Books" $Advanced Micro Devices(AMD)$:Challenging NVIDIA as the "Number Two Player" The market is no longer satisfied with Lisa Su showcasing the MI455 chip; they want
TOPSemiconductors 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 and margin stabilization. $Qualcomm(QCOM)$ still faces headwinds from a weak mobile market, with AI PC & edge AI contributions likely too early to impress. $ARM Holdings(ARM)$ , even after a sharp correction, remains, highly valued & if licensing growth doesn’t clearly exceed expectations, downside pressure may continue. @Tiger_comments @TigerStars @TigerClub
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02-03 23:23
Massive 300k Contract VIX Order Opened, Guard Against Sudden Plunge
$VIX$ Another massive bullish volatility order has appeared. The March 18th expiry 35 call $VIX 20260318 35.0 CALL$ traded 300,000 contracts for a total notional value of over $20 million. Opened around the same time was the February 18th expiry 35 call $VIX 20260218 35.0 CALL$ , trading 250,000 contracts. Based on SPY's option activity, the probability of a major decline this week seems low. However, historical patterns suggest a non-negligible chance of a correction starting in late February. $GOOGL$ Google now enjoys the privilege of Monday & Wednesday weekly expiry options, though none expire on its actual earnings day. As the current undisputed l
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02-03 22:31
[Stock Prediction] Alphabet vs. Amazon — Who’s Your Pick This Week?
This week, two tech giants are stepping into the earnings spotlight: $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ . One is an AI-fueled advertising and cloud powerhouse, the other a cash machine running on e-commerce, AWS, and retail media. Both will report Q4 results — but only one may win Wall Street’s favor. 📊 Earnings Preview $Alphabet(GOOG)$ (Reports after market close, Feb 4) Estimated Q4 revenue: $111.4B (+15.3% YoY) Estimated EPS: $2.63 (+23.7% YoY) Key focus: AI-powered ad growth (Search + YouTube), Google Cloud margin expansion, Gemini model rollout, TPU chip commercialization. 📞 Earnings call: Feb 5, 5:30 AM SGT →
TOPam leaning toward Amazon (AMZN) as having higher immediate upside potential following their Q4 2025 earnings reports, with some projecting gains of up to 22% in 2026 compared to 3% for Alphabet (GOOGL). While both companies hold "Strong Buy" ratings, Amazon's performance is expected to be driven by accelerating growth in AWS (projected at 22–23%) and high-margin advertising revenue. Alphabet is anticipated to report strong results on February 4, 2026, but its valuation leaves "little room for error" near all-time.