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Aenon
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02-12
SpaceX and xAI without a doubt. Both Anthropic or Open Ai, have no revenue and business model. Google will likely grab their cake and eat it. And coming from a ChatGPT user like myself. ChatGPT is like Netscape when we know it. But in the end, we have Internet explorer and chrome. And we never heard anymore about Netscape, not Yahoo. But it’s Google and Chrome. It’s always about who survives with economics first. Unless they have unlimited cash to burn. But that still might not guarantee as users will vote. And SpaceX have a combo of things. And you have the Elon Musk ecosystem. So… it’s SpaceX if I all in. Do your own research and Not financial advice.
SpaceX and xAI without a doubt. Both Anthropic or Open Ai, have no revenue and business model. Google will likely grab their cake and eat it. And c...
TOPstomachooo: Spot on mate, SpaceX is the real deal lah! 🚀
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Shyon
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02-12
My stock in focus today is $Vertiv Holdings LLC(VRT)$ following a strong earnings report and an eye-catching outlook. Shares jumped over 21% in pre-market trading after Q4 adjusted EPS of $1.36 beat expectations, while revenue of $2.88 billion met forecasts. Organic orders growth surged 252% year over year, signaling robust demand from hyperscale data centers, especially in the Americas. The bigger driver was guidance. Vertiv forecast 2026 adjusted EPS of $5.97–$6.07, far above Wall Street’s prior estimates, alongside net sales of $13.25–$13.75 billion, also well ahead of consensus. This sharp upgrade materially improved investor confidence in the company’s earnin
My stock in focus today is $Vertiv Holdings LLC(VRT)$ following a strong earnings report and an eye-catching outlook. Shares jumped over 21% in pre...
TOPLeoIII.: Vertiv's outlook is stellar, orders surge impressive! Demand strong lah. 🚀
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Guavaxf3006
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02-12
I doubt the CPi will help very much. The link between price of Crypto's and everything else is proving to be an illusion. Gold and silver will usually have a correspding effect to where the general economy is heading. But crypto is a make believe item with no intrinsic value. The effect will be worst on all those instruments which are hedged and have multiple exageration to the movement for coins. In particular MRTC, the mother of all derivative for Bitcoin.

Bitcoin, XRP, Ether Are Falling Again. Why Cryptos May Soon Get a Boost

Bitcoin is tumbling again. Having staged a tentative revival Monday, the world’s biggest cryptocurrency is now struggling to clear $70,000.The price of Bitcoin fell by 1% to around $68,000, according...
Bitcoin, XRP, Ether Are Falling Again. Why Cryptos May Soon Get a Boost
I doubt the CPi will help very much. The link between price of Crypto's and everything else is proving to be an illusion. Gold and silver will usua...
TOPJesseBerkeley: Spot on, mate. Crypto's a house of cards with no real value.[吃瓜]
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Subramanyan
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02-12
We can expect the integration of AI-powered shopping into Google Search and Gemini to boost its monetization strategy by transforming from a discovery engine to an "agentic commerce" platform. This change will likely allow users to make "one-click" purchases without leaving the AI interface. We can hope it to capture a larger portion of the e-commerce market and offset the high costs of AI infrastructure.  Direct impacts could be on (1) direct transactions (2) new advertising formats & (3)  Any  Direct Offers. Further, benefits would be on addressing infrastructure costs, enabling higher margins, valuation growth & market scale.
We can expect the integration of AI-powered shopping into Google Search and Gemini to boost its monetization strategy by transforming from a discov...
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1.01K
Selection
TigerPicks
·
02-12

Oil & Gas Drilling Surges 6.45%: VAL & RIG Jump Over 10%

At the U.S. market close, the Oil & Gas Drilling sector rose +6.45%, ranking among the top-performing sub-industries within the energy space for the day. Multiple stocks advanced on strong volume, signaling clear sector-wide momentum.Among the gainers in this rally, the top nine best-performing stocks include $Valaris Ltd(VAL)$ $Transocean(RIG)$ $Seadrill(SDRL)$ $Noble Corp PLC(NE)$ $Borr Drilling Ltd(BORR)$ $Nabors(NBR)$ $Patterson-UTI(PTEN)$ $Precision Dri
Oil & Gas Drilling Surges 6.45%: VAL & RIG Jump Over 10%
TOPglimmzy: VAL and RIG up 10%! Drilling sector's flying high! [666]
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叫我發先生
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02-11
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378
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Nivlek
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02-12
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298
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wujunhuii
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02-12
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557
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dixonhuat
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02-12
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11.04K
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AMDidass
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02-12
$Advanced Micro Devices(AMD)$  it's time to wait for this perfect share to drop again and then just buy in straight without any thinking! $NVIDIA(NVDA)$   same way apply to this another perfect share! Gogogo!
$Advanced Micro Devices(AMD)$ it's time to wait for this perfect share to drop again and then just buy in straight without any thinking! $NVIDIA(NV...
TOPpoppii: Brilliant plan, mate Just grab AMD and NVIDIA on dips.[看涨]
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慢的老人
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02-12
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366
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NinjaDad
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02-12
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700
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Esther_Ryan
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02-12

Tech Exodus, Oil Influx: My Test Options Strategies for XOM. COP, CVX

Tech Exodus, Oil Influx: $660 Trillion AI Spending Spooks Investors!Despite $NVIDIA(NVDA)$ CEO Jensen Huang's public reassurances that artificial intelligence (AI) will not replace the software industry, the staggering AI spending plans disclosed by tech giants—totaling over $660 billion this year alone—have triggered a panic sell-off among investors. A massive rotation of capital from "cash-burning" tech stocks to "cash-generating" oil stocks is quietly underway.Sky-High Spending Triggers Sell-OffLast week, tech giants unveiled ambitious AI investment blueprints during earnings season, immediately shaking the markets. Amazon announced capital expenditure plans of up to $200 billion for 2026, $50 billion above market expectations. Meta stated that
Tech Exodus, Oil Influx: My Test Options Strategies for XOM. COP, CVX
TOPpizzi: Oil rotation is spot on! Bullish on CVX play.[看涨]
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Capital_Insights
·
02-12

🤖 XPEV 4Q25 Preview: PT at $28! Is the MONA Momentum the Real Engine?

👋 Hey Tigers! The $XPeng Inc.(XPEV)$ 4Q earnings preview is hot off the press! Is the "Smart EV Challenger" hitting a speed bump or gearing up for the next lap? 🏎️ The Tiger Research Team has updated its model, and the verdict is in: 👉 Maintain BUY rating 👉 Price Target $28 (unchanged) 📈 The big story? Delivery headwinds are real, but the product cycle might just be getting started! 💎 XPeng is navigating near-term softness with the MONA lineup gaining traction, while new models like P7+ and G7 are ramping up. Is this the portfolio diversification we've been waiting for? We've broken down the Estimate Revisions, the Model Mix, and the Financials below. Let's dive in! 👇 1. The Core Reality: Delivery Adjustments 📉 The Tiger Research Team believes the
🤖 XPEV 4Q25 Preview: PT at $28! Is the MONA Momentum the Real Engine?
TOPEdRoy: MONA's traction looks promising, margins can hit 15% + with new models.[强]
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WallStreet_Tiger
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02-12

🎉34 US Stocks Hit New Highs: J&J Leads as Strong Jobs Data Cools Rate-Cut Hopes

Hi Tigers~[Happy]On Wednesday's close(ET) , U.S. equity markets finished with mixed performance, $S&P 500(.SPX)$ ended essentially flat to slightly down, edging down less than 0.1%. $Dow Jones(.DJI)$ fell about 0.13% $NASDAQ(.IXIC)$ declined roughly 0.16%. According to statistical analysis of TradingView data, 34 companies of the S&P 500 with market capitalizations exceeding 20 billion USD hit all-time highs.Overview of Market Drivers:Strong U.S. Jobs Data Dampens Rate-Cut Expectations: January’s U.S. nonfarm payrolls rose far above expectations, with employment gains of roughly 130,000 and a drop in the unemployment rate. This stronger labor market rein
🎉34 US Stocks Hit New Highs: J&J Leads as Strong Jobs Data Cools Rate-Cut Hopes
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599
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Michael Esther
·
02-12

The 6 Stages of a Millionaire Trader: From Gambler to Professional

Every stage for a millionaire trader: Stage 1 – The Gambler Right now you’re trading outcomes, not structure. Your decisions are emotional, inconsistent, and heavily influenced by P&L. There’s no stable process yet just reactions. To move to Stage 2 (The Student): commit to one market, one setup, and journal every trade. Your goal is to replace chaos with structure. Stage 2 – The Student You’re learning aggressively, but execution is inconsistent. You believe more knowledge will fix the problem it won’t. The issue isn’t information anymore, it’s application. To move to Stage 3 (The Emotional Trader): stop adding strategies and master one setup. Track execution quality, not profits. Stage 3 – The Emotional Trader You know what you should do, but you don’t always do it. Discipline breaks
The 6 Stages of a Millionaire Trader: From Gambler to Professional
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @koolgal @DiAngel @Shernice軒嬣 2000 @Aqa @Shyon
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Market_Chart
·
02-12

🔟 BEST graphs on the stock market: IREN, NBIS, DLO, AMZN, UBER, GRAB, NU, SE, GOOG & LLY

Here are 🔟 BEST graphs on the stock market! 1/ $IREN Ltd(IREN)$ Forward Revenues $8M ➡️ $3.9B 488x in 8 years! AMAZING! 2/ $NEBIUS(NBIS)$ Forward Revenues $14M ➡️ $4.3B 593x in 5 years! Absolutely INCREDIBLE! 3/ $DLocal Limited(DLO)$ Operating leverage in action 📈 Revenues: +1,637% 📉 Opex: +720% 4/ $Amazon.com(AMZN)$ Amazon Web Services $3B ➡️ $129B 51x in 12 years! THE BEST business growth stories ever! 5/ $Uber(UBER)$ FCF -$4.9B ➡️ $9.8B 6/ $Grab Holdings(GRAB)$ Net Income -$3.7B ➡️ $123M The graph will look the same as $UBER in no tim
🔟 BEST graphs on the stock market: IREN, NBIS, DLO, AMZN, UBER, GRAB, NU, SE, GOOG & LLY
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768
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SmartReversals
·
02-12

AI Era Divergence: AMZN & GOOGL Betting Big, PLTR & LILLY Leading Growth

Infrastructure Giants Spend Big While Application Winners Cash In - Fundamental Analysis for GOOG, PLTR, LLY, and AMZN. Amid the volatility of February 2026, a clear divergence has emerged between the architects of the AI era and its most potent beneficiaries. $Amazon.com(AMZN)$ and $Alphabet(GOOG)$ $Alphabet(GOOGL)$ have escalated the infrastructure arms race to unprecedented levels, pledging a combined capital expenditure approaching $385 billion for 2026 alone. This historic bet is already paying off in the cloud, where both Google Cloud and AWS posted meaningful acceleration in growth rates. Yet the sheer scale of this spending forces investors to weigh the
AI Era Divergence: AMZN & GOOGL Betting Big, PLTR & LILLY Leading Growth
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Callum_Thomas
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02-12

Tech Credit Risk Rising: NDX, QQQ, NQmain at a Crossroads

Tech Sector Credit Risk! 👀 It was all fun and games with AI hype when it was just equity markets, but now that credit markets are involved it doesn't seem so fun anymore… $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2603(NQmain)$ Higher for Longer risk... It seems like in lieu of a deflationary recession the path of least resistance for bond yields is higher (for longer). If that happens slowly and smoothly then it's probably no issue. But there are some risks if the path becomes more violent sharp... Emerging Markets risk pricing sentiment. Confidence vs Complacency?
Tech Credit Risk Rising: NDX, QQQ, NQmain at a Crossroads
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849
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Long_Equity
·
02-12

Unblockable Moats in Semis: ASML, AMAT, LRCX, KLAC, SNPS, CDNS

The global semiconductor supply chain is built on a handful of "unblockable" monopolies. My infographic attempts to map out the bottlenecks in the supply chain. What’s currently the best investment opportunity in the sector? PS: TSMC manufacture semiconductors, these companies manufacture the machines that manufacture semiconductors. $Synopsys(SNPS)$ $Cadence Design(CDNS)$ $TE Connectivity(TEL)$ $ASML Holding NV(ASML)$ $Lam Research(LRCX)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$
Unblockable Moats in Semis: ASML, AMAT, LRCX, KLAC, SNPS, CDNS
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