1.61K
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02-27 11:05
Dalio latest 13F, more SPY, IVV, NVDA. Follow ?
Intro. I have a ”confession”. Whenever 13F filings by major financial institutions are released, I make it a point to read and share what I have learnt. Although many regarded the data ‘outdated’ as it reflects an institution’s purchase/s made 3 months ago ± 45 days, the allowable time for each institution to file their 13Fs respectively. I see it differently though, the information can still be use as a starting point for personal research. Just not as real-time signal for "copy” trading, that’s all. One of few institutions that I follow is Bridgewaters Associates, the world’s largest institutional hedge fund and global macro investment manager. The last time I shared its 13F filing was on 11 Nov 2026 - Ray Dalio 13F Top
TOPNathanEsther: Yes, NVDA's still a solid pick for me.[得意]
1.62K
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02-27 11:13
Semiconductors fall back, MU bull market bearish spread layout
On February 26, the U.S. stock market as a whole showed an adjustment trend dominated by the technology sector, and the three major indexes were clearly differentiated. The S&P 500 Index and the Nasdaq Composite Index closed down, with the Nasdaq falling relatively more significantly, and technology heavyweights becoming the main drag; The Dow Jones Industrial Average fluctuated slightly, indicating a certain degree of rotation of funds between sectors. In terms of disk structure, high-valuation growth stocks are under pressure, while some traditional industries and defensive sectors perform relatively stably. Semiconductor and AI-related sectors became the core of the day's adjustment. Although NVIDIA's previously released performance data is still strong, the market began to reassess
889
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02-27 10:35
🎢One word to describe your trades this week?
Smart ideas deserve to be seen.Drop a trade idea and help others learn. 💬📚Catch up fast：These events rocked the markets today.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!📊 Friday — Earnings FocusInterpret key corporate earnings reports to grasp performance-driven investment opportunities.📌【Today’s Question】What’s your trade idea for today?（Feel free to tell us in the comments section）
TOPThe "Yield-Enhancement" Play: Singapore Airlines (C6L) The Idea: SIA is stuck in a sideways trend. Growth is slowing, but the company is still a cash-flow machine. The Move: Sell Covered Calls. If you own the stock, sell a call option with a strike price of S$7.50. The Goal: You collect the premium (extra income) while the stock stagnates. It’s a way to get paid while waiting for the next major sector move.
2.06K
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02-27 08:14
The Circle Renaissance: When the "Toll Station" Becomes the Treasury
🌟🌟🌟Circle Internet $Circle Internet Corp.(CRCL)$ didn't just beat earnings on February 25 2026. It rewrote the rules of Fintech. If the blockchain is the global highway, Circle has officially become the Master Toll Station, collecting fees on USD 11.9 Trillion in a single quarter. Circle's Amazing Earnings Results: Why The Market is Buzzing The numbers are quite frankly incredible: Revenue: USD 770 million in Q4 25, USD 2.75 billion for the year - Up a massive 77% YoY The EPS "Nuke": 43 cents vs the 16 cents expected. That is not just a beat. It is an eviction of the bears. The Moat: A 54% adjusted EBITDA margin. Circle is no longer just a crypto start up. It is now a regulate
TOPWell said and thanks for the share. Appreciate the insights
3.74K
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02-27 02:17
NVDA Post-Earnings: Whale Puts $160 Strike in Play
NVDA's earnings event was priced like a macro print — and it traded like one too. FOMC-style: sell the headline, maybe bounce the next day. NVDA? We'll see. Early flow doesn’t look great. A bearish position opened: 10k April 2nd 160 puts $NVDA 20260402 160.0 PUT$ . Notional: ~$2M. April 2nd rings a bell. Last year’s tariff shock. This trade might not just be about earnings — macro’s in the driver’s seat. Iran, tariffs, China. Any of these could move markets. Even with macro hanging overhead, I still think NVDA is a sell-the-dip name. Could be a chop year. Range still looks 170–195. Unless Trump does something stupid — then all bets are off. This year is setup for a brutal bull-bear fight. Core question: where does the mon
4.44K
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02-26 21:47
Netflix Ready to Crush the Competition? 🚀 Bidding War Ignites Fresh Hope!
$Netflix(NFLX)$ Buckle up, entertainment fans – the showdown for Warner Bros. Discovery is turning into a blockbuster thriller! 😎 Paramount just cranked up the heat with a juicy $31 per share all-cash offer for the whole empire, tossing in a massive $7 billion regulatory safety net and even covering that pesky $2.8 billion breakup tab Warner owes Netflix if things go south. But hold your popcorn 🍿 – Netflix's ironclad $27.75 per share deal for the studio and streaming jewels stays locked in, set to seal by Q3. Experts are buzzing that Netflix holds the edge, ready to swoop in and match or topple that rival bid like a boss. 💥 Why the sudden Netflix stock surge? Shares exploded nearly 6% yesterday, clawing back from a brutal 19% year-to-date slide t
TOPNetflix locking in $27.75 and holding firm into Q3 suggests they believe timing and certainty beat headline price. Markets usually reward execution probability over hype imo.
3.88K
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02-26 14:15
DELL Q4 FY26: Can AI Momentum Outshine Margin Concerns?
$Dell Technologies Inc.(DELL)$ Dell Technologies (stock code: DELL) will release its financial results for the fourth quarter of fiscal year 2026 (Q4 FY26) and the full fiscal year after the U.S. stock market closes today (February 26, 2026). Dell Technologies (DELL) is at a pivotal crossroads, evolving from a traditional PC giant into a core titan of AI infrastructure. As the company prepares to report its Q4 and full-year Fiscal 2026 results tonight, all eyes are on whether its massive AI backlog is finally translating into bottom-line profits. While the stock has seen a period of valuation consolidation recently (down ~5% YTD), its underlying fundamentals suggest a compelling "Growth at a Reasonable Price" (GARP) story. I. Q3 Retrospective: The
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02-26 17:56
💰 CRCL 4Q25 Review: Profitability Beat, But Is Diversification Still a 2026 Story?
👋 Hey Tigers! $Circle Internet Corp.(CRCL)$ just delivered its 4Q25 results, and the headline numbers were strong — especially on margins. The Tiger Research Team has updated its model, and here’s the verdict: 👉 Maintain HOLD rating The big question? Profitability momentum is real, but can revenue diversification keep pace in a rate-cut cycle? Let’s break it down. 👇 1. The Core Beat: Margin Surprise Drives Earnings Upside 📈 CRCL reported total revenue of $770M (+77% YoY) — broadly in line with The Tiger Research Team’s estimate and 4% above Street expectations. But the real surprise came from profitability. 🔥 Adjusted EBITDA: $167M (+412% YoY) 28% above consensus The key driver? A stronger-than-expected RLDC margin of 40.1%, compared with ~36.3% c
3.21K
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02-26 21:27
2026 Silver Market & Silver ETF Investment Guide
The silver market staged a heart-stopping rollercoaster ride in 2026: amid extreme volatility, silver prices soared to an all-time high of $120 per ounce before plummeting sharply to the mid-$70 range. As a unique precious metal with both industrial and financial attributes, silver's performance is driven not only by industrial demand from sectors such as solar energy and electric vehicles but also by interest rates, inflation expectations and market sentiment. Compared with gold, silver's higher volatility makes it one of the most dynamic assets in the commodity market. Looking ahead to 2026-2030, persistent supply shortages and growing global demand are expected to drive a gradual climb in silver prices, potentially challenging the $145 mark. However, short-term fluctuations are inevitab
17.60K
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02-26 18:34
[Winning Trade] Betting on AMD’s AI Future? He Earned Up to $5K
On February 24, the AI world got a real shock: Meta announced a multi-year deal with AMD, planning to roll out up to 6 gigawatts of AMD AI compute across its data centers over the next few years. The market loved it — AMD jumped more than 10% intraday and added almost $20 billion in market cap in one day. $Advanced Micro Devices(AMD)$ Some Tigers were already in position: 👏 @AMDidass — AMD stock +2,748 👏 @T2021B — AMD calls +5,679 A few weeks earlier, AMD had already printed a strong quarter: revenue up about 34% to ~$10.3B, beating expectations by roughly $600M. Data center sales were the star, up ~39%, with EPYC CPUs and Instinct GPUs dri
2.82K
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02-26 21:19
Circle's "Google Moment" Coming? Will You Chase the Growth Story?
Q4 revenue hit $770 million, far exceeding market expectations of $740 million; adjusted EBITDA soared 412% YoY. Following the release of the earnings report, $Circle Internet Corp.(CRCL)$ surged nearly 35%! Against the backdrop of overall volatility in the crypto market, this report acted like a "shot of adrenaline," with many even believing that today's Bitcoin rise was driven by Circle. 1. Stellar earnings data proves the 30% surge! In a market where SaaS is generally being shorted, Circle's subscription revenue is instead growing significantly. It’s not that the subscription model no longer works, but whether your service meets the needs of the new era. Revenue: Q4 recorded $770 million, up 77% YoY. Total annual revenue reached $2.75 billion.
TOP$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA margin prove this isn’t just a rate-spread story anymore. With USDC circulation at $75.3B and explosive on-chain volume, the 35% surge in Circle Internet Corp. looks fundamentally driven, not speculative. More importantly, Circle is evolving beyond reliance on Coinbase and positioning itself as infrastructure. Arc and its payments network show it wants to own the pipes between banks and blockchain — that’s where the long-term moat lies. As for strategy, I’m not blindly chasing after such a sharp spike, but I’m also not rushing to take profits if the thesis is strengthening. Stablecoins, in my view, remain the liquidity engine for assets like Bitcoin. Near term, I expect consolidation; structurally, I stay constructive. @TigerStars @TigerClub @Tiger_comments
1.16K
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02-26 17:00
NVIDIA Smashes Expectations Across the Board: AI Leader’s Growth Logic Continues to Deliver
$英伟达(NVDA)$ NVIDIA recently disclosed its latest quarterly operating data and Q1 2026 earnings guidance. From core financial metrics to its AI ecosystem layout, the company has demonstrated remarkable resilience. As the undisputed leader in the global AI chip sector, NVIDIA achieved double growth in revenue and profit while maintaining high-level profitability. Combined with multiple industry tailwinds, its long-term growth trajectory has become increasingly clear. I. Performance Review: Record Growth Meets "Textbook" Cost Management NVIDIA's operating performance this quarter remained stellar, with profitability holding at an unshakeable, top-tier industry level. Aggressive Top-Line Momentum: Total revenue reached $68.127 billion, a staggering 73
TOPAny slow down in AI infrasture expansion means no further growth for the time being for data centres but the present occupying ofvthe data centres will still generate good revenue. So i dont understand the downside, if it really slowdown.
12.13K
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02-26 20:57
💸From Millions in Losses to a Comeback: How Mr.Weng Found the Right Direction
The Road to MillionDollars | In 2025, an increasing number of Tiger Brokers users achieved investment returns of millions of dollars.Tiger Brokers launched the "The Road to a Million Dollars" series, getting close to these investors who achieved million-dollar returns and hearing their stories of how they thought, persevered, and grew.For Tiger Brokers, investing is not just about profit and loss numbers, but a journey from dream to achievement. We hope these stories inspire more people to set their own investment goals, turning "millions of dollars" from a distant dream into a visible and attainable milestone.This episode of "The Road to a Million Dollars" features Mr. Weng. Like many investors, he also experienced common trading pitfalls for novice investors.However, personality often de
TOPNice Sharing & Congratulations 🎉👏 @Shernice軒嬣 2000 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode
1.02K
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02-26 19:11
🎉42 US Stocks Hit New Highs: J&J Leads as Market Focus on Earnings and Policy Signals
Hi Tigers~[Happy] On Wednesday's close(ET) , U.S. equity markets finished with mixed performance, $S&P 500(.SPX)$ advanced around 0.81%, closing at 6,946.13. $Dow Jones(.DJI)$ rose about 0.63%, finishing near 49,482.15. $NASDAQ(.IXIC)$ jumped roughly 1.26% to 23,152.08. According to statistical analysis of TradingView data, 42 companies of the S&P 500 with market capitalizations exceeding 20 billion USD hit all-time highs. Overview of Market Drivers: Tech and AI Momentum: Markets rallied as enthusiasm for artificial intelligence and chip demand helped reverse earlier declines. Nvidia and other tech leaders rallied ahead of upcoming earnings, and software
1.12K
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02-26 17:48
Nasdaq Erases Losses as AI Panic Fades; Nvidia Earnings Deliver Another Beat
Risk assets staged a powerful rebound Wednesday, lifting Wall Street out of the hole created earlier this week by AI-driven panic selling. $S&P 500(.SPX)$ : +0.8% Nasdaq Composite: +1.3% Dow Jones Industrial Average: +308 points (+0.6%) Hot Stock: $Axon Enterprise, Inc.(AXON)$ (+17.6%) Biggest Loser: GoDaddy (-14.3%) Best Sector: Technology (+1.8%) Worst Sector: Industrials (-0.8%) After starting the week down 1.1%, the Nasdaq is now up 1.2% week to date, underscoring the speed of the turnaround. From Panic to Rally: The “Citrini” Effect Reverses Monday’s selloff was triggered by a viral blog post from James van Geelen and Alap Shah of Citrini Research, which amplified fears that artificial intelligen
TOPSolid bounce! Nvidia nailed it again.[开心]
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02-24
$Microsoft(MSFT)$ $383-$385 is a critical support level for MSFT. If broken below, we may see more downside. But if we manage to hold, then potentially we may see relief the next few weeks. DCA-ing 1 more share to my long term portfolio. [Observation]
379
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02-24
$FTAI AVIATION LTD(FTAI)$ 加倉，尋晚未買夠。 投資涉及風險，價格可升可跌，做好風險管理。
FTAI
02-24 22:27
USFTAI AVIATION LTD
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 283.00 5 | +7.78% Holding |
6.12K
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02-25
$SLV 20260331 90.0 CALL$ Selling a covered call at 90. For SLV to reach 90, silver will have to be around 98/oz. If it retrace to this level, happy to take back my capital and ride out the bull run. If not, good income as IV percentile is now at 98%
SLV CALL
02-24 23:06
US20260331 90.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 5.35 50Lot(s) | -18.69% Holding |
TOPGood play! High IV premiums are a steal.[强]
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02-25
$DBS(D05.SI)$ I have decided to accumulate more DBS given it's highest ROE out of the three banks.
2.49K
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02-26 00:17
$NVDA 20260402 205.0 CALL$ Place your bets for the most anticipated earnings report! 🎲 🎲 🎲 🚀 🚀 🚀
NVDA CALL
02-26 00:15
US20260402 205.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 8.15 1Lot(s) | -78.03% Holding |
TOPNVDA call at 205 looks solid! Earnings will blast off.[开心]