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04-22
$CRCL 1Q26 Preview: PT Raised to $100 โ Can Circle Sustain the Momentum? ๐ญ
1. Q1 2026 Preview: USDC Circulation & Market Share Trends ๐ Tiger Research Team maintains HOLD rating but lifts Price Target to $100 as $Circle Internet Corp.(CRCL)$ navigates a shifting landscape of stabilizing market share, evolving regulation, and mixed macro signals. Here is the team's comprehensive analysis of the data, the macro outlook, and our valuation model. ๐ The Resilience: According to CoinMarketCap, average USDC circulation reached $75.3B in 1Q26, down a modest 1.3% q/q from $76.3B in 4Q25. The quarter saw notable intraperiod volatilityโcirculation peaked at approximately $79.6B in March before moderating to $77.2B by quarter-end. Entering 2Q26, momentum has already rebounded, with circulation climbing back to $78.3B as of April
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04-22
OUE REIT Delivers Higher Revenue and NPI in 1Q 2026
OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [ๅผบ] ๐๐๐๐๐๐ญ๐ข๐ฏ๐ ๐๐๐ฉ๐ข๐ญ๐๐ฅ ๐ซ๐๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐๐ง๐ ๐๐ฌ๐ฌ๐๐ญ ๐๐ง๐ก๐๐ง๐๐๐ฆ๐๐ง๐ญ Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydneyโs core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [ๅผบ] ๐๐ข๐ ๐ก-๐ช๐ฎ๐๐ฅ๐ข๐ญ๐ฒ ๐๐ง๐ ๐ฉ๐ซ๐ข๐ฆ๐-๐ฅ๐จ๐๐๐ญ๐๐ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐๐ ๐ซ๐จ๐๐ฎ๐ฌ๐ญ ๐จ๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve
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04-22
Options Focus | Intel Earnings Draw Cautious Options Positioning; Premium Selling Signals Limited Upside, ~9% Move Priced
$Intel(INTC)$ is scheduled to report its latest quarterly results on April 23, 2026, after the U.S. market close. Ahead of the release, the options market reflects a familiar mix of elevated volatility expectations and a cautious, mildly bearish bias. Pricing implies a sharp post-earnings move, while block trades suggest institutions are positioning for a range-bound outcomeโcapping upside via call selling and establishing downside protection through put buying. Fundamentals Preview Consensus expectations point to modest revenue growth but a sharp improvement in profitability: Revenue: $12.424 billion, up 1% year-on-year Adjusted EPS: $0.014, up 109% YoY EBIT: $389 million, up 137% YoY Source: Tiger Trade App Key areas of focus include momentum in
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04-22
[Winning Trade] Another AI Power Stock Just Exploded โ This Tiger Made Over $119K on BE
After chips, servers, and networking names rallied, another AI-related stock started going up: $Bloom Energy Corp(BE)$ ๐ @caesar2288 โ $Bloom Energy Corp(BE)$ +119,448 So why is Bloom going up? The main reason is simple: the market is starting to see Bloom as an AI data center power stock. That shift became much more obvious after Bloom Energy announced an expanded strategic partnership with $Oracle(ORCL)$ . Oracle plans to procure up to 2.8 gigawatts of on-site fuel-cell capacity from Bloom, with the first 1.2 GW already contracted and under deployment. And that matters, because one of the biggest bottlenecks in
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04-22
Citi, BofA, and UBS Bet on These 3 Earnings Themes: Which Side Are You On?
Big tech earnings are around the corner! Letโs see how institutions focus on this earnings season!Citi: S&P 500 Q1 earnings growth is expected at +13.1% YoY, with the tech sector taking the lead.Tech earnings growth forecast: +45%, highest across all sectorsPositive surprise probability: 90%, leading the second place (consumer staples at 70%) by 20 percentage pointsOverall Q1 beat rate: 62%, the second-highest quarter since 2022Three key themes wall street is betting on: will earnings season validate them?๐ AI Cloud ( $Microsoft(MSFT)$ / $Alphabet(GOOG)$ )Citi:Azure Q3 expected at +39% cc, 1pp above company guidance . FY27 expected at 41% vs consensus 37%Google Cloud +57.5% vs consensus +46.8% (11pp g
TOPkoolgal: ๐I believe that Semiconductors & AI infrastructure are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those cloud providers. AI Semiconductors' growth rate in 2025/2026 is 65% to 75%. This is due to extreme demand for Blackwell/Rubin GPUs, custom ASICs & High Bandwidth Memory (HBM). AI Cloud Services' growth rate is 24% to 50% as enterprises are moving from AI pilots to full production workloads across Azure, AWS & Google Cloud. So I would dollar cost average $NVIDIA(NVDA)$ as it has a dominant share of 86% to 90% of the AI data centre market. With gross margins at an amazing 71 to 75%, NVIDIA operates with a level of pricing power that its competitors find hard to match. I like NVIDIA's dominant margins, proven software moat & strong earnings. It is my top choice to capture this fantastic growth. @Tiger_comments @TigerStars @Tiger_SG
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04-22
$AI eases -1.92% as mixed sentiment caps upside
$C3.ai, Inc.(AI)$ $C3.ai, Inc. (AI) Dips -1.92%: Consolidation at $9.2 Amid Mixed Analyst Sentiment ๐ ๐ Latest Close Data: The stock closed at $9.20 on Apr 22 (ET), down 1.92% for the day. It is trading ~70% below its 52-week high of $30.24, indicating significant room for recovery. ๐ก Core Market Drivers: The stock's recent weakness may reflect broader market skepticism towards high-growth, pre-profitability AI enterprises. The high short interest (recent daily short volume ratio above 20%) suggests persistent bearish bets, contributing to selling pressure. ๐ Technical Analysis: Volume: Daily volume of 4.63M shares was below the recent average (Volume Ratio 0.82), suggesting the decline lacked strong selling conviction. MACD: The DIF line has turned
TOPAI's technicals look promising despite the dip.
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04-22
$HPQ surges +7.66% as breakout pushes toward $21.3
$HP Inc(HPQ)$ $HP Inc. (HPQ) Surged +7.66%: Breakout on M&A Buzz Eyes $21.3 Resistance ๐ ๐ Latest Close Data Close (2026-04-22): $21.09 (+$1.50, +7.66%) 52-Week High: $29.55 (Remains -28.6% below) After-Hours Price: $21.30 (Indicating continued momentum) ๐ก Core Market Drivers M&A Speculation: Reports suggest Nvidia (NVDA) has been in talks for over a year to acquire a "large company," with HPQ and Dell named as potential targets, reshaping the PC industry landscape. Sector Sentiment: Positive spillover from AI server and PC demand expectations, buoyed by Nvidia's ecosystem growth. ๐ Technical Analysis Volume: 25.67M shares (Volume Ratio 1.84) โ Significant above-average volume confirms breakout strength. RSI (6, 12, 24): 78.33, 68.80, 59.57
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04-21
$LITE 20260424 885.0 PUT$ Started selling puts on LITE this week hoping to get assigned and scoop shares at a discountโฆ but no luck so far ๐
Honestly, not even mad about it. That just shows the strength in this name right now. Conviction remains strong โ the optical networking / photonics sector is shaping up to be one of the standout stars heading into 2026. Positioning early and staying patient. Letโs see how it plays out.
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04-21
$ๅๅฏผไฝๆๆฐETF-HOLDRs(SMH)$ snowballing ... Small bet small gain.
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04-21
$Microsoft(MSFT)$ little by little it will soon be a mountain
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04-21
$OCBC Bank(O39.SI)$ good to buy More of this or try with DBS
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04-22
$Bloom Energy Corp(BE)$ abit more to go ...
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04-22
$MSFT 20260618 485.0 CALL$ Let's hope that share price recovers
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04-22
$Microsoft(MSFT)$
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04-22
$Advanced Micro Devices(AMD)$
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04-22
$Advanced Micro Devices(AMD)$
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04-22
$NVIDIA(NVDA)$
TOPwith the middle east situation the macroecomic situation looks likely to deteriorate. pressure is bearish for awhile. but Nvidia will rise in longterm but not in interim
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04-22
$STLD jumps +5.19% after earnings beat, testing 52-week highs
$Steel Dynamics(STLD)$ $Steel Dynamics, Inc.(STLD) Soars +5.19%: Steel Giant Powers to 52-Week High on Strong Earnings ๐ Latest Close Data Closed at $220.21 on 2026-04-22, up +5.19% ($10.86). The stock is trading at its 52-week high of $225.84, with just a 2.5% gap to that peak. ๐๏ธ Core Market Drivers The surge is fueled by a stellar Q1 earnings beat (EPS $2.78, +93.06% YoY; Revenue $5.21B vs. $5.10B est.). Positive sentiment is amplified by major banks like BNP Paribas and Wells Fargo raising price targets post-earnings, reflecting strong operational confidence. ๐ Technical Analysis Volume spiked to 2.45M shares (Volume Ratio: 1.95), confirming breakout strength. The MACD (7.52, 3.73, 7.58) shows accelerating bullish momentum. The RSI-6 at 93.5 i
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04-22
๐ HK Macro Review | 20260421
US-Iran Ceasefire: Oil Volatility vs. Risk Appetite Brent surged to ~$99.35/bbl (+63.24% YTD), with back-months pricing a sustained Hormuz disruption premium while front-month prints hover near $94โ$95. The $Cboe Volatility Index(VIX)$ climbed to 19.50 as US equities sold off ( $S&P 500(.SPX)$ -0.63%, $NASDAQ(.IXIC)$ -0.59%). For Hong Kong positioning, this creates a sharpened binary: failure = oil gaps toward $100+, energy names rally ( $CNOOC(00883)$ , $PETROCHINA(00857)$ , $CHINA SHENHUA(01088)$ reporting Friday) but broad ris
TOPChina Policy Watch ๐จ๐ณ The latest signals from the PBOC point clearly toward stability with a bias to ease: โข Stronger-than-expected daily fixing at 6.8594 โ reinforcing currency stability despite oil-driven pressure โข RMB 500mn injected via 7-day reverse repo (1.4%) โ liquidity remains ample (DR007 steady at 1.40%) โข No changes to MLF or LPR โ policy patience for now โข 10Y CGB yield at 1.757% (down sharply MTD) โ markets pricing in further easing Meanwhile, FX remains tightly managed: USD/CNH ~6.83 | USD/CNY 6.8680 โ stability, not devaluation. ๐ Takeaway: China is holding the line on the currency while quietly keeping liquidity supportive. If Q2 data softens, watch closely for a potential RRR cut โ thatโs the lever equities will care about next. #China #PBOC #Macro #Markets #FX #Liquidity
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04-22
$MSCI surges +5.37% as earnings push it near $600
$MSCI Inc(MSCI)$ $MSCI Inc (MSCI) Surged +5.37%: Q1 Earnings Beat Ignites Rally, $600+ Territory Reclaimed ๐ Latest Close Data As of 2026-04-22, MSCI closed at $597.39, surging +5.37% on the day. The stock is now just $28.89 (4.6%) away from its 52-week high of $626.28. Core Market Drivers The powerful rally was fueled by a stellar Q1 2026 earnings report, where adjusted EPS of $4.55 and revenue of $850.8M both exceeded market expectations. This demonstrates robust growth in its core index and data services, significantly boosting investor confidence. Technical Analysis The breakout was confirmed with strong volume (Volume Ratio: 2.52). Key momentum indicators turned bullish: The RSI(6) at 82.4 signals strong buying pressure (approaching overbough
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