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217

TBI

02-17 16:34

[24] DECK, GDDY, UBER

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

[24] DECK, GDDY, UBER

# 80% Rate Cut By June: Will S&P 500 Extend Gains?

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143

Lanceljx

02-18 10:32

Precious metals typically respond less to the event itself and more to uncertainty and liquidity conditions surrounding the event. 1. How metals react to geopolitical crises Gold and silver rally when markets price: escalation risk or military uncertainty, currency instability or sanctions spillovers, falling real yields and risk aversion. Once diplomacy appears credible, the risk premium unwinds quickly, even if the underlying conflict is unresolved. This explains why prices often fall when talks begin, not when peace is achieved. Markets remove the insurance premium first. 2. Is every dip a buy? Not necessarily. There are two types of pullbacks: Structural dips: driven by temporary sentiment shifts while real yields fall or liquidity expands. These are usually buyable. Macro resets: caus

Precious metals typically respond less to the event itself and more to uncertainty and liquidity conditions surrounding the event. 1. How metals re...

# Gold, Silver Decline: Trump Diplomacy Kills War Premium?

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485

Lanceljx

02-18 10:36

This situation is now less about fundamentals and more about deal probability and strategic positioning. WBD and PSKY outlook Near term: cautiously bullish, but event-driven. PSKY gains leverage by signalling financial flexibility and willingness to absorb the breakup fee. The higher bid increases odds of renegotiation and keeps competitive tension alive, which markets typically reward. WBD benefits regardless of the winner. A bidding contest raises implied valuation and strengthens its negotiating power ahead of the shareholder vote. The stock reaction reflects optionality rather than operational improvement. However, upside is capped by execution risk. Media mergers face integration complexity, debt concerns, and regulatory scrutiny. If negotiations stall, part of the premium could unwin

This situation is now less about fundamentals and more about deal probability and strategic positioning. WBD and PSKY outlook Near term: cautiously...

# Paramount Lifts WBD Bid: Chase WBD or Buy the Dip of Netflix?

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805

MaDLabbit

02-18 12:28

$XAG/USD(XAGUSD.FOREX)$ $iShares Silver Trust(SLV)$ We are back at resistance level Of $71. this level continue to show strong support, however we need to keep above this level as bear flag is forming from the chart. A big down candle with a inside bar. It needs to recapture $100 to keep uptrend alive. If current price continues then I expect it to go back to $54 on silver price. I will start to buy anything between $60 to $54. What price will you add? What bottom price you believe silver will go to?

$XAG/USD(XAGUSD.FOREX)$ $iShares Silver Trust(SLV)$ We are back at resistance level Of $71. this level continue to show strong support, however we ...

# Gold, Silver Decline: Trump Diplomacy Kills War Premium?

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722

MaDLabbit

02-18 12:36

$Netflix(NFLX)$ I continue to be bearish at the moment for Netflix. I think it is overvalued at 23 forward PE and EPS of $2.39. It have uncertainty over its head with WB deal going on. The longer this uncertainty the worst for its share price. I expect it to drop further to $50 level. I will look to start to take position anything from $60 to $50 level. Do you think Netflix will win the deal?

$Netflix(NFLX)$ I continue to be bearish at the moment for Netflix. I think it is overvalued at 23 forward PE and EPS of $2.39. It have uncertainty...

# Paramount Lifts WBD Bid: Chase WBD or Buy the Dip of Netflix?

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355

Shernice軒嬣 2000

02-18 12:58

📈 Montage, Credo & Astera: Fabless Semiconductor Players Riding the AI Wave

$MONTAGE TECH(06809)$ $Credo Technology Group Holding Ltd(CRDO)$ $Astera Labs, Inc.(ALAB)$ The latest Nikkei Asia report (3 February 2026) highlights how the AI-fueled global memory supercycle is enabling China's leading domestic memory producers—ChangXin Memory Technologies (CXMT) for DRAM and Yangtze Memory Technologies (YMTC) for NAND flash—to pursue their most aggressive capacity expansions yet, aiming to narrow the gap with market leaders Samsung, SK hynix, Micron, and KIOXIA. CXMT (currently holding ~11.1% of global DRAM capacity per Yole Group, projected to rise to ~13.9% by 2027) is massively expanding in Shanghai, with the

📈 Montage, Credo & Astera: Fabless Semiconductor Players Riding the AI Wave

# 💰Stocks to watch today?(13 Feb）

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273

koolgal

02-18 13:38

🌟🌟🌟 $Destiny Tech100 Inc(DXYZ)$ is one of the best ways to invest in SpaceX before its IPO in 2026 as it is the top holding representing a massive weightage of 34%. However it has a high expense ratio of 2.5%. Destiny ETF's share price has been volatile as it is down 4.7% year todate and it tumbled 41% in 2025. Destiny ETF also includes OpenAI, Stripe, Epic Games and it recently invested USD 100 million in Anthropic. I would prefer to invest in SpaceX directly once the IPO is announced . According to market whispers, Elon Musk is timing the IPO around June 2026 to coincide with his birthday and a planetary alignment. SpaceX is seeking to raise USD 50 billion, valuing it at USD 1.5 Trillion, the largest IPO in history

🌟🌟🌟 $Destiny Tech100 Inc(DXYZ)$ is one of the best ways to invest in SpaceX before its IPO in 2026 as it is the top holding representing a massive ...

# SpaceX Plans IPO with Dual-Class Share Structure to Empower Elon Musk

TOP1PC: Nice Sharing 😁. Wait for the June IPO [Grin]. @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @Aqa @DiAngel

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407

koolgal

02-18 14:41

🌟🌟🌟Dollar Cost Averaging or DCA is my ultimate cheat code to Success On Auto Pilot. If the Year of the Fire Horse is a high speed chase, DCA is my cruise control. It keeps me steady while everyone else is slamming on the brakes in a panic! DCA is Leveling Up without sweat. Here is why DCA is the secret sauce to my success: By investing a fixed amount every month into my thoroughbreds $Alphabet(GOOG)$ $NVIDIA(NVDA)$ I stop "guessing" the top. I buy more shares when the market stumbles & fewer when it is sprinting. DCA removes FOMO (Fear of Missing Out) & FOC (Fear of Crashing). Automating my DCA into $Schwab US Dividend

🌟🌟🌟Dollar Cost Averaging or DCA is my ultimate cheat code to Success On Auto Pilot. If the Year of the Fire Horse is a high speed chase, DCA is my ...

# Riding to Riches in the Year of「Horse」& Win Tiger Merch!

TOPicycrystal: thanks for sharing

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232

TBI

02-18 15:58

[25] CMCSA, CRWD, PLTR

# Software-mageddon: Is the Dip in AppLovin and Palantir a Buy?

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157

MojoStellar

02-18 21:20

🎊Massive Return +1836.27%~ that’s almost 19x🎊 ✅ Yes — this qualifies as a big win ✨️for Lunar New Year 2026🧧🧧🔥🏇. Not just a decent gain but one that stands out in one of my investment evaluating memorable or high-performing trades over the holiday period. thank you @Tiger_comments for this event. Come and have fun @koolgal @vodkalime @Barcode @Emotional Investor @DCamel @Terra_Incognita

🎊Massive Return +1836.27%~ that’s almost 19x🎊 ✅ Yes — this qualifies as a big win ✨️for Lunar New Year 2026🧧🧧🔥🏇. Not just a decent gain but one that...

# Riding to Riches in the Year of「Horse」& Win Tiger Merch!

TOPvodkalime: Year of Firely Horse, zapping down the wall street like a Ferrari [USD] [USD] [USD]

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38.41K

Elliottwave_Forecast

02-18 21:33

Xcel Energy (XEL) In Early Stages of a Powerful Wave (III) Rally

NASDAQ-listed XEL completes corrective wave (II) at $43.64 and turns higher, signaling the beginning of a potentially explosive impulsive advance. Xcel Energy Inc (XEL), listed on the NASDAQ, is showing a compelling bullish Elliott Wave structure on the long-term chart. The technical outlook suggests the stock is transitioning into a powerful impulsive phase, with higher highs expected in the coming quarters. From the early 2000s, XEL has developed a clear five-wave impulsive structure at higher degree. The stock completed a large degree wave III advance followed by a complex wave IV correction. After finishing wave IV, price resumed higher in wave V, completing a major cycle top before entering a corrective sequence. That corrective phase unfolded as a three-wave structure labeled a-b-c o

Xcel Energy (XEL) In Early Stages of a Powerful Wave (III) Rally

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38.13K

Elliottwave_Forecast

02-18 21:35

CL #F Elliott Wave Analysis: Extending Lower Toward 60.50

Elliott Wave Crude Oil Futures CL #F have turned lower in a corrective zigzag pattern at the moment where wave ((a)) unfolded in 5 waves at 61.12 low. Up from there, wave ((b)) peak unfolded in lesser degree 7 swings structure at 65.83 high. And are now progressing through wave ((c)) to the downside. Within this structure, waves (i) and (ii) appear complete, and price has started to accelerate lower in wave (iii). Wave (iii) is expected to extend toward the 60.50 area, which represents equality with wave (i). This level serves as the next key downside target as bearish momentum builds. As long as the structure remains impulsive, further weakness is favored in the near term. After reaching 60.50, we anticipate a corrective bounce in wave (iv), likely unfolding in at least three swings befor

CL #F Elliott Wave Analysis: Extending Lower Toward 60.50

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1.34K

Shyon

02-18 21:52

My dark horse for 2026 is $Ondas Holdings Inc.(ONDS)$ 🐎 It’s still largely under the radar, but the company sits right at the intersection of industrial wireless networks, critical infrastructure, and defense-grade communications. As governments and enterprises accelerate spending on secure, private networks for rail, energy, and drones, ONDS has a clear niche with high switching costs. After a long period of consolidation and re-rating pain, expectations are low — which is exactly what makes it interesting. If execution improves and contracts continue to land, 2026 could be the year the market finally recognizes it as a true dark horse rather than a speculati

My dark horse for 2026 is $Ondas Holdings Inc.(ONDS)$ 🐎 It’s still largely under the radar, but the company sits right at the intersection of indus...

# [New Year Event] Find Your 2026 Dark Horse Ticker!

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766

Shernice軒嬣 2000

02-18 23:52

Finally, a Quantum play with a balance sheet. $INFQ

Great timing on this—$Infleqtion(INFQ)$ literally just started trading on the NYSE (February 17, 2026) following its merger with Churchill Capital Corp X. Unlike the other "pure-play" names that are still mostly in the R&D phase, Infleqtion is hitting the public market with a surprisingly strong revenue base. Here is an updated draft of your post with the latest 2026 data. Why I’m Long $INFQ: The "Real Revenue" Quantum Play I’ve finally pulled the trigger on a position in Infleqtion ($INFQ). While I’ve been cautious with Quantum names, this isn't your typical "pre-revenue" tech moonshot. Here is the thesis: 1. Explosive (and Actual)

Finally, a Quantum play with a balance sheet. $INFQ

# 💰Stocks to watch today?(13 Feb）

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255

BTS

02-19 01:47

$Unity Software Inc.(U)$ AI assistants can streamline tasks by interacting with apps or services, while apps retain a niche in delivering deep functionality that conversational agents cannot fully replicate; rather than replacing apps, AI serves as a more efficient bridge that makes tasks quicker, accessible, and intuitive through natural language interaction and recommendations AI assistants like Clawdbot will eventually make apps on our phones and computers disappear for simple actions, but are unlikely to replace the entire app ecosystem; instead, they will enhance user interactions through automation, while apps remain necessary for specialized functions and complex tasks requiring dedicated interfaces。。。 A 25% drop in Unity Software

Clawdbot Bang: Are AI Agents Replacing Apps? SaaS a Golden Dip or Value Trap?

@Tiger_comments：

One of the hottest topics in the AI world lately is the sudden emergence of Clawdbot (OpenClaw). In the past, our workflows required humans to switch between different SaaS tools. Clawdbot is changing the game: it can directly take over tasks via APIs or automation scripts. When AI can deliver results directly — without you even opening a UI — will traditional SaaS software gradually be reduced to little more than backend databases? The deeper concern lies in business models. The core SaaS logic of seat-based pricing is facing potential disruption. If one AI agent can do the work of ten employees, will companies still pay for ten software licenses? Last week’s broad pullback in SaaS stocks may have been an early market reaction to this kind of “dimensionality reduction” threat. Earnings Di

Clawdbot Bang: Are AI Agents Replacing Apps? SaaS a Golden Dip or Value Trap?

$Unity Software Inc.(U)$ AI assistants can streamline tasks by interacting with apps or services, while apps retain a niche in delivering deep func...

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184

BTS

02-19 01:50

Nasdaq has shifted from "AI-phoria" to "AI-phobia" amid plummeting stock prices; triggering a capital rotation from high-growth tech, raising the question of whether it is time to rotate into defensive sectors。。。 The bull market may be at a crossroads, with tech and AI stocks facing headwinds; most analysts view this as a mid-cycle correction, making it uncertain if this is a turning point for the bull market Shifting portfolios toward defensive sectors like healthcare, consumer staples, and utilities could offer stability during downturns, as these sectors are less sensitive to economic cycles It is tough to predict how far the Nasdaq will fall, but a correction is possible if deteriorating sentiment affects high-growth stocks; a deeper downturn could occur due to rising interest rates, w

From "AI-phoria" to "AI-phobia": Nasdaq Plummets! Time to Rotate Into Defensive Sectors?

@Tiger_comments：

Just a few months ago, we were all riding the "AI-phoria" (AI euphoria) wave. Now, the market seems to have flipped into "AI-phobia" (AI fear) mode almost overnight. With the $NASDAQ(.IXIC)$ dropping over 2% last night and tech giants stalling, giants like Walmart and Coca-Cola are quietly hitting new highs. Is this a turning point for the bull market? Should we be shifting our portfolios toward defensive sectors? 1. The AI "Reaper" is Looking for Losers The logic has shifted. Previously, everyone believed AI would change the world; now, everyone is worrying: Whose rice bowl is AI going to break? This anxiety is spreading from traditional software into the $10 trillion information services market, including finance, real estate, logistics, and la

From "AI-phoria" to "AI-phobia": Nasdaq Plummets! Time to Rotate Into Defensive Sectors?

Nasdaq has shifted from "AI-phoria" to "AI-phobia" amid plummeting stock prices; triggering a capital rotation from high-growth tech, raising the q...

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9.85K

TigerEvents

02-19 10:27

[New Year Event] Day 3 At Home? AI Your Winning Year

Chinese New Year Day 3 is traditionally a stay-in day — less visiting, more resetting your energy. So instead of just scrolling markets today… why not AI your winning year? We’re launching the Tiger Community AI Vision Wall — a fun way to visualize your 2026 goals, investment vibes, and personal ambitions using AI. Not just wishing. Not just planning. 🎨 How to Join ① Generate your AI image Use any AI tool you like Theme inspiration: Tiger mascot + Horse Year energy + Your 2026 goals A cute 3D tiger riding a galloping horse, surrounded by rising stock charts, gold coins, cinematic lighting, vibrant colors, high resolution. ② Share in the comments Post: Your AI image+ One short 2026 wish Examples: “Let AI handle the grind — I’ll take the gains.” “Tiger riding straight into a bull market.” Yo

[New Year Event] Day 3 At Home? AI Your Winning Year

# Riding to Riches in the Year of「Horse」& Win Tiger Merch!

TOPkoolgal: 🌟🌟🌟To Everyone In The Wonderful Tiger Community: May You have a Blazing and Incredible 2026. May You Ride The Fire Horse With Courage and Passion. May Your Steps Ignite New Possibilities. May Your Laughter Keep Pace Even When Life Throws Challenges Ahead. May This Year Brings You Bold Wins, Bright Moments and The Kind of Momentum That Makes Your Dreams Come True. Here's to A Fiery, Fearless and Joy Filled Year Ahead. Ma Dao Cheng Gong - Success Arrives The Moment The Horse Arrives: Sweet Success, Smooth Victories and Goals Achieved As Soon As They Set Off.🐎🐎🐎🥰🥰🥰🌈🌈🌈💰💰💰 @TigerEvents @TigerStars @Tiger_comments @Tiger_SG @CaptainTiger @TigerClub

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478

koolgal

02-19 05:25

🧧🧧🧧I start my investing in the Year of Fire Horse the same way a good horse begins a race - steady stance, clear direction & a powerful first stride. That is why I added $Schwab US Large-Cap ETF(SCHX)$ to my portfolio. Why SCHX? SCHX is my strong dependable stallion as it tracks 750 of America's large cap giants. These are the companies that don't just gallop. They set the pace for the whole market. It gives me stability with room to run. I want growth but I also want a horse that doesn't throw me off the saddle on the first turn. With an expense ratio of only 0.03%, SCHX is low cost, well diversified & built for long distance races, perfect for me as I believe in long term investing, not short sprints

🧧🧧🧧I start my investing in the Year of Fire Horse the same way a good horse begins a race - steady stance, clear direction & a powerful first strid...

# Riding to Riches in the Year of「Horse」& Win Tiger Merch!

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604

nerdbull1669

02-19 06:36

Figma (FIG) Post Earnings Signal core narrative shifts from "AI will replace software" to "AI is supercharging software usage."

$Figma(FIG)$ released its Q4 2025 earnings results on February 18, 2026, at 4:00 PM ET, and the market’s reaction has been a loud sigh of relief. After a brutal start to the year where the stock dropped roughly 40%, these results have acted as a powerful "de-risking" event for the software sector. The core narrative shifts from "AI will replace software" to "AI is supercharging software usage." Figma (FIG) Q4 2025 Earnings Analysis Figma’s performance silenced skeptics who feared that generative AI would cannibalize the design profession. Instead, the data suggests AI is driving deeper enterprise adoption. Key Highlights: AI Monetization: Figma revealed that 30% of their enterprise customers ($100k+ ARR) are now using "Figma Make" (their AI design

Figma (FIG) Post Earnings Signal core narrative shifts from "AI will replace software" to "AI is supercharging software usage."

# Figma Beats But SaaS Lags: Time to Buy After Strong Earnings?

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461

koolgal

02-19 06:49

The Sunset of A Titan: Buffett's Final Masterstroke At Berkshire

🧧🧧🧧We are officially in the Year of the Fire Horse 🐎🔥, a year of speed and transformation. Nothing captures that "shifting of the guard" more than the latest 13F filing from Omaha. We are witnessing the final portfolio adjustments of Warren Buffett as he steps down as CEO of $Berkshire Hathaway(BRK.B)$ . It is emotive. It is historic. It is true to form. It is a masterclass in discipline. The Stats: The Classic Buffett Fortress Even as he hands over the reins to Greg Abel, Warren Buffett is leaving the stable in impeccable shape. Berkshire's equity portfolio has climbed a staggering USD 274 billion. The Power of Focus: The top 10 holdings still account for 88% of total

The Sunset of A Titan: Buffett's Final Masterstroke At Berkshire

# 13F | Buffett’s Final Move for Berkshire? Any Insights?

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