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711
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Shyon
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03-27 09:16
From my perspective, the selloff in $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$ looks more like a knee-jerk reaction. Google Research’s TurboQuant is impressive, but the market is oversimplifying it into “less memory = less demand,” which I don’t fully agree with. The key point for me is that TurboQuant only compresses inference-side KV cache, not HBM used for training or model weights. Lower costs typically drive higher usage — meaning more queries, longer context, and larger models. That’s why I see $Alphabet(GOOGL)$ a
From my perspective, the selloff in $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ $SanDisk Corp.(SNDK)$ looks more l...
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299
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Mrzorro
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03-27 09:16
AI Just Got Cheaper—So Why Are Chip Stocks Falling? Semiconductor stocks broadly declined on Thursday, with the AI trade seeing a notable pullback. $NVIDIA(NVDA)$   fell about 3%, $Micron Technology(MU)$   dropped more than 6%, and $Advanced Micro Devices(AMD)$   slid roughly 7%. $Broadcom(AVGO)$   and $ASML Holding NV(ASML)$   also moved lower, while equipment names such as $Appl
AI Just Got Cheaper—So Why Are Chip Stocks Falling? Semiconductor stocks broadly declined on Thursday, with the AI trade seeing a notable pullback....
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308
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Mrzorro
·
03-27 09:21
Nike Just Hit an 8-1/2-Year Low. Here's What Its Chart Says Heading Into Earnings Nike plans to report earnings next week at a time when the shoe-and-apparel giant's stock is trading at about an 8-1/2-year low, having fallen some 70% since its November 2021 all-time high. Let's see what its chart and fundamentals can tell us. Nike's Fundamental Analysis $Nike(NKE)$   is set to release fiscal Q3 results after the closing bell next Tuesday, with the Street looking for $0.29 in GAAP earnings per share on $11.22 billion of revenue. That would represent a 46.2% drop from the $0.54 in GAAP EPS that Nike reported for the same quarter last year, as well as a 0.4% sales contraction from the year-ago period's $11.27 b
Nike Just Hit an 8-1/2-Year Low. Here's What Its Chart Says Heading Into Earnings Nike plans to report earnings next week at a time when the shoe-a...
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333
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Mrzorro
·
03-27 09:31
Meta Tumbles 8%, $1B Options Bet on Limited Rebound $Meta Platforms, Inc.(META)$   shares plunged more than 8% on Thursday, falling back to around $545. The immediate trigger was a landmark jury verdict in the U.S., which found that Meta and $Alphabet(GOOG)$   $Alphabet(GOOGL)$   YouTube's product designs contributed to user addiction. The significance of the ruling lies not in the several million dollars in damages, but in its potential legal spillover—shifting the regulatory framework from“platform immunity”toward“product liability.”Agains
Meta Tumbles 8%, $1B Options Bet on Limited Rebound $Meta Platforms, Inc.(META)$ shares plunged more than 8% on Thursday, falling back to around $5...
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168
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nerdbull1669
·
03-27 09:42

Can Arm Have Its Ah Ha Moments Like Nvidia If Continue To Run 16% On Chips Production News?

The recent announcement from $ARM Holdings(ARM)$ regarding its move into direct silicon production marks the most significant strategic pivot in the company's 36-year history. Traditionally a licensor that collects small royalties on designs used by others, Arm is now positioning itself to capture the full hardware value of the AI era. The "Nvidia Moment": Strategic Shift to AGI CPUs On March 24, 2026, Arm unveiled its first proprietary AI chip, the Arm AGI CPU. This move is intended to transition the company from a "blueprint designer" to a "product company," directly challenging the traditional data center dominance of x86 architectures (Intel and AMD) and carving out a unique space alongside Nvidia. Target Market: The AGI CPU is specifically opt
Can Arm Have Its Ah Ha Moments Like Nvidia If Continue To Run 16% On Chips Production News?
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854
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Sporeshare
·
03-27 10:38
$Sembcorp Ind(U96.SI)$    Sembcorp Ind - She is gaining strength, trading at 6.47 to 6.48 likely to rise up to test 6.55 and above! Next, she may rise up further towards 6.65 and above. FINAL dividend 16 cents.XD 6th May. PAYDATE 15 May.Pls dyodd. 23rd March 2026: Sembcorp Ind - One of the few counter that is in the green when the whole market is in the red! She may rise up to test 6.40 than 6.55 and above. Pls dyodd. She had managed to clear the 6.00 price level swiftly and is now trading at 6.16, looks rather bullish! She may continue to trend higher towards 6.40 and above! Pls dyodd. Sembcorp Ind - She has bounce-off from 5.67 and closed higher at 5.77, looks like shw may have hit the bottom and rebounded. Yield is about 4.33 percen
$Sembcorp Ind(U96.SI)$ Sembcorp Ind - She is gaining strength, trading at 6.47 to 6.48 likely to rise up to test 6.55 and above! Next, she may rise...
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175
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Mkoh
·
03-27 11:08

Q1 market recap and outlook for the rest of the year

As we wrap up the first quarter of 2026, the markets have delivered a more sobering story than many expected after the strong momentum of 2025. The “easy money” environment has clearly shifted, and while underlying strengths remain—particularly in certain pockets of the economy—the path forward feels noticeably choppier amid ongoing geopolitical tensions in the Middle East, tariff uncertainties, and growing scrutiny around AI’s path to real monetization. Q1 Recap: Resilience TestedJanuary brought its share of volatility, driven by tariff headlines and fresh geopolitical concerns. The S&P 500 ended the quarter in slightly negative territory—down roughly 4-5% overall—rather than posting the modest gains some early commentary had hoped for. That said, there were encouraging signs beneath
Q1 market recap and outlook for the rest of the year
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258
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Shyon
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03-27 11:19
Today my stock in focus is $Unity Software Inc.(U)$ , after a strong 12% after-hours surge driven by preliminary Q1 results beating expectations. Revenue is projected at $505–$508 million, well above guidance, with EBITDA also coming in significantly stronger—an encouraging sign after months of weakness. The key driver here is solid performance from the Unity Vector platform and a better-than-expected Create segment, pointing to improving fundamentals. At the same time, management is exiting non-core businesses like ironSource Ads and divesting Supersonic, signaling a sharper focus on profitability. With the stock still down heavily in recent months, this could be an early turnaround signal—but the real test is whether Unity can sustain this moment
Today my stock in focus is $Unity Software Inc.(U)$ , after a strong 12% after-hours surge driven by preliminary Q1 results beating expectations. R...
TOPBruceLyy: The Q1 2026 performance is that Run time data has not been utilized. Expect Q2 to take advantage of run time data, and growth will certainly be better afterwards
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koolgal
·
03-27 13:07
🌟🌟🌟Selling a cash secured put on $SPDR Gold ETF(GLD)$ is a way to get "paid to wait" for a better price on Gold. It is a favourite way for investors because it is a high probability strategy that turns the tables on the market:  instead of buying options, you act as the "insurance company" collecting the premium. How it works:  To sell one GLD put, you must have enough cash to buy 100 shares of GLD at your strike price. 1.  Pick a Strike price (the price you are happy to buy gold at) & an expiration date (eg 30 days away) 2.  You sell the contract & immediately receive the premium cash. 3.  You watch the Gold price move until the expiration date. Scenario A:  Gold stays above your strike.  The option ex
🌟🌟🌟Selling a cash secured put on $SPDR Gold ETF(GLD)$ is a way to get "paid to wait" for a better price on Gold. It is a favourite way for investor...
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219
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Trend_Radar
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03-27 17:02

$OXY Hits Fresh High at $64.44, Momentum Builds Toward $72

$Occidental(OXY)$ Occidental Petroleum ($OXY) Hits 52-Week High at $64.44: Momentum Surges, $72 Target in Sight Latest Close Data Closed at $64.36 on 2026-03-26, up +4.06% ($2.51). The stock touched its 52-week high of $64.44 during the session. Core Market Drivers Strong buying was fueled by positive sector sentiment as oil prices find support. Berkshire Hathaway's continued 26.72% stake provides a solid anchor of confidence. The stock successfully broke above a key resistance level, triggering further momentum. Technical Analysis Volume was solid at 20.7M shares. The RSI(6) at 88.6 indicates overbought conditions, signaling strong short-term momentum but potential for a pullback. MACD shows a bullish crossover with DIF at 3.41 > DEA at 3.03, a
$OXY Hits Fresh High at $64.44, Momentum Builds Toward $72
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355
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koolgal
·
03-27 14:30
🌟🌟🌟One word to describe the market this week: TEMPERAMENTAL.  It is moody like a teenager & unpredictable as a storm. One minute I am riding the high of $Alphabet(GOOGL)$ TurboQuant - the efficiency magic that claims to shrink AI memory needs by 6x , making it dump memory stocks like $Micron Technology(MU)$ . The next moment there is disappointment that the TACO strategy did not deliver the "chicken out" we were promised. It is also a week where $SPDR Gold ETF(GLD)$ acts like it has forgotten how to be a safe asset and Oil swings like a yoyo to over USD 110. When the market gets too volatile, I look to $Schwab US
🌟🌟🌟One word to describe the market this week: TEMPERAMENTAL. It is moody like a teenager & unpredictable as a storm. One minute I am riding the hig...
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Value_investing
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03-27 15:22

Google’s New Tech Hits Micron & Semis—Sell or Buy?

On March 25, $Alphabet(GOOGL)$ unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of
Google’s New Tech Hits Micron & Semis—Sell or Buy?
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Trend_Radar
·
03-27 16:31

$IT Lifts From Oversold Levels, Breakout Watch Near $160

$Gartner(IT)$ $Gartner, Inc.(IT) Rallies +4.24%: Tech Research Leader Bounces from Support, Eyes $160 Pivot Latest Close Data Closed at $156.60 on 2026-03-26, up +4.24% (+$6.37). The stock remains significantly below its 52-week high of $451.73. Core Market Drivers The rally was supported by strong net capital inflows of $13.18 million over the past five trading days, with the latest session showing significant net buying pressure. The company's robust ROE of 86.86% continues to highlight its operational efficiency. Technical Analysis Volume was 1.26M shares (Volume Ratio: 0.69), indicating subdued activity relative to recent averages. The 6-day RSI rebounded to 46.75 from oversold levels near 28, suggesting a short-term momentum recovery. The MACD
$IT Lifts From Oversold Levels, Breakout Watch Near $160
TOPWernerBilly: Solid bounce! IT could test $160 if momentum holds.[看涨]
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Tiger_SG
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03-27 16:13

ARK Dumps Big Tech: Rotate Out or Buy the Dip?

On Thursday (March 26), U.S. markets took a sharp hit. The $NASDAQ(.IXIC)$ fell over 2%, dropping more than 500 points intraday, while the $S&P 500(.SPX)$ slid 1.7%, breaking below the 6,500 level, its lowest since early September. 📉Big Tech led the selloff. The “Mag7” index dropped nearly 3%, with $Meta Platforms, Inc.(META)$ down ~8% and $Alphabet(GOOG)$ falling over 3% after both companies were found liable in a social media addiction lawsuit. At the same time, crypto markets tumbled. $Bitcoin(BTC.USD.CC)$ fell below $70,000, and over $330M in leveraged positions
ARK Dumps Big Tech: Rotate Out or Buy the Dip?
TOP北极篂: My own feeling is actually very clear: this is not "suddenly negative", but the market sentiment begins to shift from greed to rationality. Look at the general environment first. The synchronous callback of. IXIC and. SPX is essentially the collective cooling of highly valued assets. In the past year, the narrative of AI was too strong, and the funds were almost "brainless". Now, a little disturbance-such as regulation, litigation, and interest rate pressure-will be amplified into a reason to sell.
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Tiger_comments
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03-27 16:02

In a Moving Market, What Does “Holding Gold” Mean to You? — Share & Win

Shaokai Fan, Head of Global Central Banks at the World Gold Council, noted this week that central banks are steadily increasing their gold reserves. From Southeast Asia to Latin America, countries like Indonesia, Malaysia, and Guatemala are either returning to the market or stepping in for the first time.The reasoning isn’t new — but it’s becoming more relevant again: hedging geopolitical uncertainty, diversifying away from the U.S. dollar, and reinforcing long-term financial stability.$XAU/USD(XAUUSD.FOREX)$ attempts recovery above $4,400 early Friday after testing the $4,350 support area on Wednesday.At the same time, gold itself has been anything but stable in the short term.Recent price action shows clear fluctuations. While previous d
In a Moving Market, What Does “Holding Gold” Mean to You? — Share & Win
TOP這是甚麼東西: 2. Is gold structural protection or just another trade? The Verdict: Gold has transitioned from a "Hedge" to a "Sovereign Credit Proxy." Gold is no longer just a trade; it is a Macro-Insurance Policy against the debasement of fiat currency under $100+ oil and sticky inflation. As central banks diversify away from the Dollar, gold has decoupled from real rates. We treat a 5%–10% gold allocation as a permanent structural pillar—a "Core Stabilizer"—rather than a tactical swing trade, providing a non-correlated floor when tech correlations hit 1.0.
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Trend_Radar
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03-27 15:51

Dividend Play $BBY Gains Traction, Eyes $66 Breakout

$Best Buy(BBY)$ $Best Buy Co., Inc.(BBY) Surges +4.65%: Dividend Heavyweight Reclaims $63 Zone on High Volume Latest Close Data Closed at $63.21 on 2026-03-26, up +4.65% (+$2.81). The stock remains ~25% below its 52-week high of $84.99. Core Market Drivers A strong rebound fueled by high-volume buying. The significant 6.01% dividend yield likely attracted income-seeking investors. The broader market's positive sentiment towards value and high-dividend stocks provided a supportive backdrop. Technical Analysis Volume was robust at 11.5M shares (Volume Ratio 2.11), confirming the breakout. The RSI(6) jumped to 52.28, moving out of oversold territory, indicating renewed buying momentum. However, the MACD remains in negative territory (DIF: -0.89, DEA:
Dividend Play $BBY Gains Traction, Eyes $66 Breakout
TOPchizzoo: BBY's div yield is juicy, breakout looks solid[看涨]
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Trend_Radar
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03-27 15:46

Valero’s Run Continues: All Eyes on $249 Breakout Zone

$Valero(VLO)$ Valero Energy ($VLO) Soars +5.80%: Refining Giant Challenges 52-Week High at $249, Momentum Peaks Latest Close Data Closed at $248.14, up +5.80% ($13.60). The stock touched a new 52-week high of $249.11 during the session. Core Market Drivers: The surge is likely fueled by robust refining margins amid ongoing geopolitical tensions affecting global oil supply. Strong quarterly earnings expectations and a significant positive net capital inflow of $3213.3 million over the last five trading days have bolstered investor confidence. Technical Analysis: The advance was supported by a notable volume of 4.15M shares. The MACD histogram turned positive to 0.31, signaling a potential bullish momentum resumption. The RSI(12) at 68.95 is approach
Valero’s Run Continues: All Eyes on $249 Breakout Zone
TOPAugusMax: Valero's unstoppable! Breakout above $249 soon?[看涨]
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AMDidass
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03-27 02:34
$Advanced Micro Devices(AMD)$  don't wait anymore guys! It's time to buy in and hold! $Tesla Motors(TSLA)$  Same for this! Now just click buy and wait for profit! Wait then no more chance! 
$Advanced Micro Devices(AMD)$ don't wait anymore guys! It's time to buy in and hold! $Tesla Motors(TSLA)$ Same for this! Now just click buy and wai...
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PhilXTRD
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03-27 03:21
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Optionhawk
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03-27 04:11
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