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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
TOPjazzyxx: Reckon 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.
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02-03 22:00
TSLA Downside Bias Intact, Rebound Attempts Lack Durability
$Tesla Motors(TSLA)$ Meta Overview (Market-Optimized Summary) As of February 02, 2026, Tesla (TSLA) remains firmly positioned within a Bearish trend zone, reflecting sustained selling pressure and deteriorating trend stability. While intermittent rebound attempts are emerging, the broader price structure continues to favor downside risk management over aggressive capital deployment. This report translates today’s price action, probabilistic trend data, and risk metrics into a clear, actionable framework for both long-term investors and short-term traders. 1. Comprehensive Daily Analysis of TSLA’s Price Action and Market Drivers On February 02, 2026, TSLA closed at $421.8, declining −2.00% on the day. The session reflected a renewed dominance of se
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02-03 20:31
DAY 2: My Options Plan for PYPL, AMD & SMCI based Earnings
Yesterday my DEMO account wins.Only planned $Walt Disney(DIS)$ Bull Call Spread. AI Tool Support: My pre-market Options Plans for $DIS, $NXPI, $PLTRI spent like $30 but earned over $200Data as of YesterdayToday, I choose $PayPal(PYPL)$ , $Advanced Micro Devices(AMD)$ $SUPER MICRO COMPUTER INC(SMCI)$ as my observation and follow tickers.Personally, I like $Advanced Micro Devices(AMD)$ better.$PayPal(PYPL)$ Dipped -0.68%: Q4 Revenue Miss & CEO Transition Weigh, Key Su
TOP$SUPER MICRO COMPUTER INC(SMCI)$ just reported its Quarterly earnings showing off a 123% jump YoY in net sales to $12.7B, vs. $10.43B est. 🚩 Account receivables up 500% to ~11bn$ 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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02-03 21:01
Tariffs finalized — Indian stocks surge! Which ETFs are worth watching?
On Monday evening, Donald Trump announced a new 18% tariff rate on Indian goods, lower than the 20% imposed on Vietnam and Bangladesh. Compared with the punitive tariffs of up to 50% introduced in August last year, the move is a clear positive for India’s labor-intensive export sectors, including apparel, footwear, and jewelry. On the back of this policy adjustment, Indian equities rallied across the board. Trump said the decision was made after a phone call with Indian Prime Minister Narendra Modi. Following the announcement, the NSE Nifty 50 jumped as much as 2.85% intraday, while the S&P BSE Sensex 30 also rose 2.83%. India-related ETFs also saw gains: VWO, the largest dollar-denominated ETF, rose 0.5% daily; INDA and EPI gained 3.0%; FLIN increased 2.6%; and SMIN climbed 3.4%. Prev
TOP[开心]INDA's momentum is cracking, mate FLIN's low fees make it a steal.
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02-03 20:19
5WJ, T61 & 5UF: Triple Gold Retailers Defy Sector Outflow
In January, the trio of $MoneyMax Fin(5WJ.SI)$, $ValueMax(T6I.SI)$ and $Aspial Lifestyle(5UF.SI)$ recorded the highest net institutional inflows across Singapore’s Consumer Cyclical stocks. This was by both measures of absolute net inflow and net inflow proportionate to market capitalisation. The three companies, MoneyMax, ValueMax Group and Aspial Lifestyle operate diversified business models centred on pawnbroking and the retail or trading of gold and jewellery, with lending activities forming a key complementary revenue stream. Each company also maintains a substantial physical presence in Singapore and Malaysia, either directly or through associates
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02-02
Weekly: HG Metal, Skylink, JEP, PSC & Huationg Global directors see Huge Acquisitions
Over the five sessions, more than 80 director interests and substantial shareholdings were filed. Approximately 30 30 primary-listed stocks saw Directors or CEOs reported five acquisitions and four disposals, while substantial shareholders recorded two acquisitions and four disposals.Acquisitions were filed by CEOs or directors of $Duty Free Intl(5SO.SI)$ , $HG Metal(BTG.SI)$ , $JEP(1J4.SI)$ , $PSC Corporation(DM0.SI)$ , and $Mermaid Maritime(DU4.SI)$ , while disposals were filed for $Acma(AYV.SI)$ ,
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02-03 19:59
🎉Tiger Brokers Celebrates "Trade to Win Season 4" Winners and Announces 2026 Season
Together We Win, Together We Shine.🏆A Record-Breaking Season Comes to a Glorious CloseSINGAPORE – This past Saturday, Tiger Brokers Singapore's marketing team hosted the much-anticipated award ceremony for Trade to Win Season 4, celebrating the exceptional achievements of the 2025 Q4 trading competition. The event brought together thousands of participants who demonstrated remarkable trading prowess throughout the three-month competition period from September 29 to December 28, 2025.💬 Love trading? Want to be our next champion? Trade to Win 2026 is calling your name! Stay tuned for registration!Season 4 By The NumbersThis season shattered previous records with over 6,000 registered participants forming more than 900 teams, all competing for trading supremacy. The statistics tell a story of
TOPThanks my friend
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02-03 19:46
ARCB Soars Double Digits on Logistics Tailwinds, $103 Next Target
$ArcBest(ARCB)$ ArcBest Corporation(ARCB) Surged +10.56%: Logistics Stock Breaks Key Resistance, Nears $100 Milestone Latest Close Data Closed at $99.75, up +10.56% (+$9.53). The stock is now just $3.39 away from its 52-week high of $103.14. Core Market Drivers The stock's strong move is likely fueled by a combination of positive sector sentiment and the market pricing in the company's strategic shift towards asset-light logistics. Recent capital flow data shows significant retail buying interest, which contributed to the breakout. Technical Analysis Volume was robust at 702.6K shares (Volume Ratio: 1.47), confirming the bullish move. The MACD (12,26,9) has just turned positive, with a value of 0.12, indicating a fresh bullish crossover. The 6-day
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02-03 19:32
STX Rockets 6.20% to $432.95, Eyes 52-Week High at $457.84
$Seagate Technology PLC(STX)$ Seagate Technology (STX) Rallies +6.20%: Momentum Surges Toward $440, Eyeing 52-Week High Latest Close Data Closed at $432.95 on Feb 2, 2026, up +6.20% ($25.26). Currently sits 5.4% below its 52-week high of $457.84. Core Market Drivers Strong momentum continues as the data storage leader benefits from sustained demand in AI and cloud infrastructure sectors. The stock's significant run-up reflects robust earnings expectations and sector-wide tailwinds. Technical Analysis Volume was solid at 6.06M shares (Volume Ratio: 0.67). The 12-day RSI at 71.7 indicates strong bullish momentum but is approaching overbought territory. The MACD (DIF: 35.21, DEA: 25.15, MACD: 20.12) shows a strong and expanding bullish signal, confirm
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02-03 19:20
JTAI Explodes 28%, Volume Hits 186M, Bulls Test $0.26 Resistance
$Jet.AI Inc.(JTAI)$ Jet.AI Inc.(JTAI) Surged +28.03%: Extreme Volatility Hits $0.26, Risk Remains Elevated Latest Close Data Closed at $0.19 on 2026-02-02, up 28.03% with a massive intraday range of $0.14 to $0.26. The stock is 98% below its 52-week high of $11.77. Core Market Drivers The stock experienced a significant surge, likely driven by retail momentum and short covering, as evidenced by the high volume and turnover rate. Technical Analysis Volume exploded to 186M shares, with a Volume Ratio of 10.17, confirming intense speculative interest. The 6-day RSI at 29.46 is recovering from oversold levels but remains below the bullish threshold of 50. The MACD histogram is positive at 0.036, showing slight upward momentum, but the DIF and DEA line