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10-31
The $6.3B Binance Hack Just Exposed Crypto's Biggest Contradiction. And It May Be Bullish for CRCL.
$Circle Internet Corp.(CRCL)$ $iShares Bitcoin Trust(IBIT)$
TOPWIN888: After falling so much continuously, are there any signs of bottoming out? It should rebound next week.
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10-31
SanDisk Beat Everything and Still Fell. I Think the Market Is Sending Memory Investors a Warning.
$SanDisk Corp.(SNDK)$ SanDisk just delivered numbers that would normally send a stock flying. Revenue: $11.03B, +23% QoQ Non-GAAP EPS: $49.51 Gross margin: 85.1% Data-center revenue: $4.8B, +61% QoQ Adjusted free cash flow: $5.7B Then management guided next quarter to: $12.2B-$12.6B revenue 84.5%-85.5% gross margin $55-$57 EPS And announced an 8-for-1 stock split. Yet SNDK sold off. Investors are understandably asking: WHAT MORE DOES THE MARKET WANT? My answer: Something very different from six months ago. 🔥 SANDISK'S PROBLEM IS NOT THE BUSINESS I want to make this distinction immediately. These numbers do NOT look like the end of a memory cycle. Revenue grew 23% sequentially. Data-center grew 61%. Gross margin expanded. Next-quarter revenu
TOPData-center up 61% and margin still around 85% does not scream peak cycle to me. Feels more like expectations got way ahead of a still-running memory story
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10-31
🔥 NATERA STORY – THE QUIET GIANT EXPLODING RIGHT NOW 🔥
Aiyoh, bro! Let me tell you about the high-tech drama that happened at my prata stall last night. So I was dating this sweet girl, right? Flipping my signature crispy egg prata with double flair—slap, throw, fold! She was inhaling the prata like it was pure gold, dipping it inside curry and smiling until her eyes became two crescent moons. Everything was smooth like hot ghee. Then out of nowhere, she wiped her mouth, looked straight into my eyes, and hit me with the bombshell: "Muthu boy, I'm pregnant... and it's YOUR baby!" WALLAHI?! My prata flip instantly froze in mid-air! I nearly dropped my spatula into the dal curry. I said, "Girl, wait first! How can it be your baby and my baby?! We only go dating for two weeks! I never touch your hand, never touch your pinky finger, only
TOPSo who’s the baby’s father? Don’t kill the suspension! [Facepalm]
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10-31
$SPCX 20261120 130.0 PUT$ SPCX $130 PUT – Expiry: 20 Nov 2026 This trade delivered an impressive 68.35% return! A great reminder that successful trading is not just about chasing profits, but also about patience, discipline, timing, and proper risk management. Every trade is an opportunity to learn, improve, and refine our strategy. Staying focused, following the trading plan, and managing risk are key to achieving consistent results over time. One trade at a time, one step closer to financial goals! 💪💰 #OptionsTrading #SPCX #PutOptions #TradingJourney #ProfitTaking #TradeWithDiscipline
TOP68.35% looks clean, but one win says less than the drawdown profile on short puts. Vol can stay nasty longer than discipline can save you
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10-31
$Uber(UBER)$ Uber remains an attractive long-term investment, supported by strong growth in its mobility and delivery businesses. Its Q2 2026 results showed 22% growth in Gross Bookings and 35% growth in non-GAAP EPS, demonstrating improving profitability and operational efficiency. The company also generated substantial free cash flow, strengthening its financial position. However, competition, regulatory challenges and the potential impact of autonomous vehicles remain key risks. Overall, I view Uber positively, with solid growth potential. I would consider accumulating shares gradually while monitoring valuation and upcoming earnings performance.
TOPFree cash flow is the part that makes the long view easier to hold. If margins keep expanding, Uber's balance sheet starts doing more of the work
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10-31
$Citigroup(C)$ 🏦 Why I Like Citigroup (NYSE: C) – A Global Banking Giant I like Citigroup because it is more than just a traditional American bank. Citi has a strong international presence, serving corporations, governments, institutional investors and wealthy clients across more than 180 countries and jurisdictions. 📈 1️⃣ Strong Earnings Growth Citi delivered an impressive Q3 2026 performance: * Revenue: US$23.8 billion, up 8% year-on-year. * Net income: US$5.2 billion. * Earnings per share: US$2.85. * Return on tangible common equity: 11.5%. Its Services division grew revenue by 15%, showing the strength of its global banking and transaction services business. 💰 2️⃣ Shareholder Returns Citi returned US$4.1 billion to shareholders throug
TOPOh yes 11.01 win win 📈 1️⃣ Strong Earnings Growth Citi delivered an impressive Q3 2026 performance: * Revenue: US$23.8 billion, up 8% year-on-year. * Net income: US$5.2 billion. * Earnings per share: US$2.85. * Return on tangible common equity: 11.5%.
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10-27
$Invesco NASDAQ 100 ETF(QQQM)$ $Invesco NASDAQ 100 ETF(QQQM)$ 📈 QQQM: Why I Prefer Regular Dollar-Cost Averaging Into the Nasdaq 100 My investment journal | Long-term accumulation strategy 1️⃣ Why am I making this trade now? I recently bought more shares of the Invesco Nasdaq 100 ETF (QQQM) at approximately US$293.64 as part of my regular dollar-cost averaging (DCA) strategy. My intention is not to make a quick profit from this purchase. Instead, I want to gradually accumulate an investment that gives me exposure to some of the world’s largest and most influential growth companies. One important reason I like QQQM is that I do not need to choose just one technology company. By buying QQQM, I gai
QQQM
10-26 23:57
USInvesco NASDAQ 100 ETF
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 293.64 | -4.42% Holding |
TOPOwning the basket makes the discipline part way easier, and the diversification matters more than trying to pick the one winner every month
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10-31
THE AI TRADE IS ON SALE, 24 STOCKS DOWN AN AVERAGE OF 39.6%
The AI selloff has spread across the entire ecosystem, from data-center infrastructure and semiconductors to software, cloud computing and space technology. All 24 stocks below are trading below their all-time highs. 📉 THE BIGGEST DRAWDOWNS 🔴 $Ouster Inc.(OUST)$ : $32.14 | -80.2% 🔴 $AST SpaceMobile, Inc.(ASTS)$ : $42.30 | -68.2% 🔴 $IREN Ltd(IREN)$ : $26.25 | -65.6% 🔴 $Applied Optoelectronics(AAOI)$ : $79.19 | -64.5% 🔴 $APPLIED DIGITAL CORP(APLD)$ : $19.41 | -61.7% 🔴 $IONQ Inc.(IONQ)$ : $31.72 | -61.4% 🔴
TOPA 40% drawdown doesn't automatically make a stock cheap. The key questions are whether earnings expectations have reset, whether AI demand remains intact, how much future growth is already priced in, and which companies can turn AI spending into sustainable cash flow.
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10-31
$Cerebras Systems, Inc.(CBRS) Drops -5.19%: Oracle AI Deal Fades, Short Pressure Targets $104 Pivot
📊 Market Recap As of the close on October 30, 2026 (Eastern Time), 'CBRS' settled at $109.18, down -5.19% for the session, with intraday range of $104.18 to $109.30. The stock now sits roughly 72% below its 52-week high of $386.34 and just above its newly established 52-week low of $104.18, signaling a fragile repair phase after a prolonged drawdown. 🚀 Key Drivers Oracle Deal Profit-Taking: The earlier announcement to integrate Cerebras AI inference services into Oracle Cloud Infrastructure briefly lifted shares by over 8%, but the latest sessions show sustained profit-taking and fading momentum. Short-Seller Pressure: Pre-market and intraday short-selling news resurfaced on October 30, shifting sentiment toward caution and accelerating the sell-off below the $110 level. Target Price Cut O
TOPYes. The reported $175 target price remains above the latest regular-session price for Cerebras Systems (CBRS) watchlist of $109.18 as of 2026-10-31. That represents a gap of 60.29% above the current price. The stock was down 5.19% in the latest session, and the $175 figure should be treated as an analyst valuation view—not a guaranteed outcome—particularly given recent volatility and short-seller-related sentiment pressure. Tiger News Information is for reference only and does not constitute investment advice. Content is generated by AI, please check carefully News sources > What drove CBRS's 5.19% drop on Oct 31? Which analyst cut the CBRS target price to $175? How did short-seller reports affect CBRS sentiment?
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10-31
$Netflix (NFLX) Holds Near 52-Week Low at $62.08: Oversold Signals Flash, $79 Resistance Remains Key
📊 Market Recap As of October 31, 2026, 'NFLX' closed at $62.08, up a marginal +0.05% on the day. The stock remains under heavy pressure, trading just 1.1% above its 52-week low of $61.39 and approximately 46.8% below its 52-week high of $116.73. The recent breakdown followed a disappointing Q4 outlook that triggered a slide toward multi-year support. 🚀 Key Drivers Q4 Guidance Miss: Netflix issued a conservative Q4 EPS forecast of $0.67 on revenue of $13.44 billion, both below consensus expectations, fueling the post-earnings selloff. Ad Revenue Downgrade: Full-year 2026 advertising revenue guidance was trimmed by roughly $300 million to about $2.7 billion, raising concerns over monetization momentum. Analyst Divergence: Wall Street remains split after Q3 results, with some citing competiti
TOPI think can buy, things might get not that good but it is also going not to get so bad that things go out of the way to the future
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10-31
$Apple (AAPL) Slips -1.23% After Touchscreen MacBook Reveal: $334 Support Holds, $350 Resistance ...
📊 Market Recap As of the October 31 close, 'AAPL' ended at $344.63, down -1.23% (-$4.28), holding above its recent low of $334.35 in a volatile session that ranged from $334.35 to $349.19. The close sits just 2.0% below its 52-week high of $351.73, confirming a high-level consolidation pattern near record territory. 🚀 Key Drivers Product Refresh: Apple unveiled its first touchscreen MacBook Pro, a notable hardware shift that failed to trigger immediate upside as investors await earnings. Pre-Earnings Caution: With earnings due next week, positioning has turned defensive, reflected in a capital outflow of $69.49 million on the 5-day flow snapshot. Market Cap Battle: Earlier in the week Apple re-claimed the top U.S. market cap spot, but fading momentum has pressured the stock as mega-cap rot
TOPearning report next week, trade cautiously. so many tech and AI stocks just keep plunging after their earning report. will it be the same for Apple or will it be a surprise.
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10-31
AXT Inc (AXTI) Plunged -9.56%: Chip Materials Play Tests $52 Support After Earnings-Driven Surge ...
📊 Market Recap AXT Inc closed at $55.06 on October 30, 2026, down -9.56% from the previous session, with intraday trading ranging from $50.96 to $58.84. The stock now sits about 61.5% below its 52-week high of $143.16, after a sharp reversal from the recent earnings-driven spike toward $61. 🚀 Key Drivers Earnings Sell-the-News: Q3 adjusted EPS of $0.41 and revenue of $73.41M beat expectations, but the stock reversed sharply as investors locked in gains after the report. Heavy Volume and Short Pressure: Volume ratio hit 1.45 with short volume ratio climbing to 24.90% on October 28, signaling increased bearish positioning and intraday churn. Elevated Volatility: Daily amplitude reached 12.94%, reflecting intense two-way flow as large orders showed net outflows in recent sessions. 🎯 Price Out
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10-31
$IREN Ltd (IREN) Plunges -8.76% to $23.95: AI Cloud Fear Deepens as Price Tests 52-Week Low
📊 Market Recap As of October 30, 2026 (America/New_York), 'IREN' closed at $23.95, down -8.76% on the day. The stock opened at $24.40, hit an intraday high of $24.93, and crashed to a low of $23.06, which also marks its 52-week low. The closing price is now approximately -68.8% below its 52-week high of $76.87, reflecting a severe bearish breakdown in the AI data center sector narrative. Trading volume surged to 52.63 million shares with a volume ratio of 1.04, indicating active distribution rather than passive drift. The stock's turnover rate reached 13.01%, and the amplitude was 7.11%, showing intense intraday volatility and heavy selling pressure near the lows. 🚀 Key Drivers Musk's Neocloud Warning: Elon Musk publicly stated that over 200 neocloud companies are "doomed to failure" as de
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10-31
$Western Digital (WDC) Plunges -7.41%: Post-Earnings AI Capex Fears Trigger Breakdown, $335 Suppo...
📊 Market Recap As of October 30, 2026 (ET), 'WDC' closed at $366.11, tumbling -7.41% with a single-day loss of -$29.30. The stock opened at $366.84, reached an intraday high of $377.99, and dropped to a low of $361.11, with amplitude of 4.27%. The closing price sits far below the 52-week high of $799.87 and above the 52-week low of $132.43. 🚀 Key Drivers AI Capex Concerns: Wedbush noted that despite a strong fiscal Q1 beat, better near-term HDD fundamentals failed to address future AI capital expenditure worries, pressuring the stock. HDD Supply Fears: Management hinted capex could exceed the high end of the quarterly range, and hypothesized Toshiba may add incremental unit capacity, exacerbating HDD supply concerns. Sympathy Selling: Western Digital shares moved lower in after-hours tradi
TOPany confirmation of real industry capacity additions, or hyperscaler capex guidance softening into 2027 — that would hit the demand side of a name that has already re-rated hard on AI storage scarcity.
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10-31
$Marvell Technology (MRVL) Plunged -10.05%: Lumentum Acquisition Fear Crushes Sentiment, $174 Sup...
📊 Market Recap As of October 31, 2026, Marvell Technology ('MRVL') closed at $196.40, tumbling -10.05% with an intraday swing of 8.00%. The stock is now approximately 40.5% below its 52-week high of $329.88, as panic selling overwhelmed a reported interest in acquiring Lumentum Holdings. 🚀 Key Drivers M&A Shock: Reports that Marvell may acquire optical networking peer Lumentum Holdings triggered a sharp sell-off, with the stock initially dropping as much as 12% as shareholders fretted over massive equity dilution. Funding Concerns: With Lumentum's market cap near $82.79 billion versus Marvell's roughly $220.67 billion, investors worry a stock-based deal would heavily dilute existing holders, especially given only about $4 billion in cash against $5 billion in long-term debt. Technical
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10-30
10/30 Strategy Preview | Tech Stock Confidence Cracking
① What Happened Today Tech earnings blew up across the board. The market is shifting from chasing AI growth to questioning whether high valuations can actually deliver. Based on premarket data, QQQ is down about 2.5%, and the S&P 500 is down about 1%. Tech is the hardest hit: INTC -25%: PC demand worsened, and Q4 guidance came in far below expectations, dragging down AMD, DELL, and HPQ. AMZN -7%: AWS grew 39%, but missed big institutions' ~43% target, raising questions about AI investment returns. SNDK -8%: Revenue wasn't bad, but gross margin and future pricing power missed market expectations. RDDT -20%, RBLX -17%, TWLO -19%: Results or growth guidance disappointed, and the market's tolerance for growth stocks is falling. Also, an oil tanker attack in the Middle East and Houthi-relat
TOPThe chips explosion in Israel is a one time thing. Still doesn't make sense why intc have to fall so much. Well, the market has been the market for quite some time now
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10-29
Why I Would DCA Into DRAM: AI Needs Memory, Not Just Powerful Chips When people talk about the AI boom, NVIDIA and the latest AI processors usually get most of the attention. But I think there is another part of the AI infrastructure story worth watching: memory. AI models need to process enormous amounts of data, and that creates demand for memory technologies such as high-bandwidth memory (HBM), DRAM and NAND flash storage. As AI workloads become more demanding, memory performance and capacity can become important constraints on the overall system. That is why DRAM is the ETF I would choose for dollar-cost averaging (DCA). Instead of trying to predict which individual memory company will outperform, I can get exposure to a group of companies operating in this part of the semiconductor in
TOPIssue being is that if this cyclical trend is going to stop and become a commodity in the future. Robots as we know as it as physical ai needs memory chips in order to function.
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10-30
A. AMZN, but I would not rush to catch the first dip. AWS growing around 39% suggests the underlying AI/cloud demand story remains strong. My concern is the other side of the equation: enormous infrastructure spending and deteriorating free cash flow. I would want evidence that AWS growth can eventually outrun the capex required to support it. I am less tempted by INTC because its weak forward guidance points to an operating problem rather than simply market disappointment. SNDK has excellent AI-storage momentum, but after such a huge run this year, strong results may already be heavily priced in. I do not think the AI rally is necessarily running out of steam. The market is becoming more selective. Earlier, AI revenue growth itself was enough. Now investors increasingly want AI growth +
TOPInteresting interesting, I wonder how things will change and where it will be. Interesting interesting, I wonder how things will change and where it will be.
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10-30
Is COIN just leveraged Bitcoin, and what cushions it?
$Coinbase Global, Inc.(COIN)$ The short answer The share price mostly trades like leveraged Bitcoin. Over the last 52 weeks the correlation of weekly returns is 0.82, and COIN's beta to BTC is 1.19 over two years and 1.16 over one year. But the business has a second engine that runs on the Fed, not on crypto: in Q3, $430.6M of $1,215.6M total revenue (35.4%) came from USDC and interest. My read: that is the main cushion, and it is smaller than the "half of revenue is recurring" line suggests, because part of subscriptions and services (staking rewards) still moves with crypto prices. 1. The overlay: early at tops, late at bottoms On weekly closes indexed to COIN's listing week, COIN topped on 18 Jul 2025 and BTC on 3 Oct 2025, so COIN
TOPOn weekly closes indexed to COIN's listing week, COIN topped on 18 Jul 2025 and BTC on 3 Oct 2025, so COIN led by about 11 weeks. In the last bear market BTC bottomed on 25 Nov 2022 and COIN on 6 Jan 2023, about 6 weeks later. The 2026 lows so far fit the same shape: BTC 26 Jun, COIN 31 Jul, about 5 weeks later. Limits: COIN has only one full cycle, so this is n=1, and neither 2026 low may be the real bottom. This is a pattern, not a forecast.
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10-30
$Sheng Siong(OV8.SI)$ The price being sold down today, it looks like the market doesn't like the latest financial numbers. Chart wise, bearish mode. She had broken the support at 2.i5 and is now trading at 2.67, looks rather bearish. She may go down to test 2.60 than 2.50 and below. Pls dyodd. Sheng Siong Group’s net profit increases 1.8% to S$44.6 million for 3Q FY2026 • Revenue rose 6.2% yoy to S$441.5 million, driven by new store openings. • Gross profit margin improved 0.7 percentage points yoy to 32.2% due to a better sales mix. • The Group opened three stores in 3Q FY2026, bringing the total number of new stores opened in 9M FY2026 to seven.
TOPInteresting interesting, I wonder how things will change and where it will be. Interesting interesting, I wonder how things will change and where it will be.