🚨AI bubble fears resurfacing — What's Your Take?

Daily_Discussion
12-18 10:36
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Last night, $Micron Technology(MU)$ down 3.01%. There were 4 Tigers that answered correctly and successfully shared 300 Tiger coins, with each Tiger getting 75 Tiger coins as a reward! Tiger coins have been issued! Congratulations!

💰Stocks to watch today?(19 Dec)
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Comments

  • Alubin
    12-18 10:40
    Alubin
    Win 8 Tiger-coins
    Just going to continue invest in those that I have high conviction in. AI isn’t going to go away, it’s going to be instrumental in the future.
  • GOPAY BM1WZ7T2
    12-18 11:26
    GOPAY BM1WZ7T2
    Win 8 Tiger-coins
    With volatility spiking, I’m eyeing Nvidia (NVDA) for a defined-risk play this week. The stock has pulled back toward its 20-day moving average, offering a technical support zone while institutional flows remain strong in semiconductors. My idea is a short-term bull call spread, buying the 560 strike and selling the 580 strike expiring this Friday, keeping risk capped while positioning for a rebound if momentum resumes. The risk/reward is favorable: limited downside exposure with potential to capture a quick move higher as traders rotate back into growth names amid market swings.
  • Shyon
    12-18 11:36
    Shyon
    Win 10 Tiger-coins
    My stock in focus today is $Micron Technology(MU)$ , following its newly released earnings that significantly exceeded expectations and highlighted its strong positioning in the AI-driven semiconductor cycle. Management’s forward guidance stood out, with profit and revenue forecasts far above Street estimates.

    The key catalyst remains AI-related demand, especially from data centers. As one of only a few global suppliers of high-bandwidth memory (HBM), Micron is benefiting from tight supply, stronger pricing, and improving margins. AI demand is not only boosting volumes but also enhancing profitability across its broader product portfolio.

    On the strategy front, Micron’s shift toward AI-focused capacity and exit from lower-margin consumer channels reflects disciplined execution. With cloud providers continuing to increase AI infrastructure spending, Micron appears well positioned to remain a major beneficiary of this multi-year growth trend.

    @Tiger_comments @TigerStars

  • Mrzorro
    12-18 15:54
    Mrzorro
    Win 8 Tiger-coins
    In overnight trading, $Micron Technology(MU)$   rises 8% on strong Q1 earnings; it forecasts Q2 adjusted profit nearly double Wall Street estimates, driven by surging memory-chip prices amid tight supply and booming AI data-center demand.

    Storage-related stocks rise, with  $SanDisk Corp.(SNDK)$  up 5% and  $Western Digital(WDC)$  up 2%.

  • ECLC
    12-18 15:58
    ECLC
    Win 5 Tiger-coins
    With AI bubble fears resurfacing, best to continue trade cautiously in quality stocks that can pay dividends.
  • L.Lim
    12-18 16:40
    L.Lim
    Win 8 Tiger-coins
    Oh thanks! I didn't even see the notification.

    Side note: I saw a post gassing up the Trump payout to US citizens because of the tariffs collected.
    But how is that even a viable strategy. Inflicting extreme pain on your own people, then giving them peanuts to tell them you did a great job, all while people stuggle to survive with the cost of living issues...
    It's literally like your left hand slapping your own face, then the right hand caressing the swollen cheek, it really doesn't help. JUST STOP HITTING YOURSELF.
    All the twisted logic of "teething pain" for the greater good is just a bizarre lie...

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