Warren Buffett once predicted that $Berkshire Hathaway(BRK.B)$ stock would rise when he eventually steps down. So far, the opposite has happened. BRK.B vs S&P 500 - past 3 months Stock Price Movement. Since Sat, 03 May 2025, when the “Oracle of Omaha” announced his plans to hand over the reins, the stock of his conglomerate has fallen more than -10%. In fact, Berkshire Hathaway has underperformed the S&P 500 by about 24 percentage points. (see above) Despite the corrections, the company is still worth more than $1 trillion in market capitalization. Analysis. The sell-off partially reflects the so-called Buffett premium, or “extra price” investors are willing to pay because of the billionaire’s unmatched record and exceptional capital allo

I came across this post that sounded compelling with facts to substaniate its view. So sharing it here in the Tiger Community. Enjoy ! Chris Versace, Lead portfolio manager for TheStreet Pro Portfolio gave readers an update on chipmaker $Marvell Technology(MRVL)$ and computer giant $Apple(AAPL)$. The Semiconductor Company. According to Versace: Marvell shares moved lower, (see below) following a report from The Information. That report, said Microsoft  (MSFT)  intends to release its most powerful in-house AI chips in 2028 or beyond as it focuses on chips it can better develop in the interim. (see below) it also suggested Microsoft has pushed back the release of its Maia 200 chipset to 2026 from

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ 🚗💡🔥 Lisa’s Pullback Playbook: Why I’m Watching $AMD for the Next Strategic Add 🔥💡🚗 Momentum has cooled just enough to give this chip race a proper breather. With $AMD down 4% on the week, I see Lisa Su quietly reversing the car into earnings season, and that’s exactly the kind of technical reset I’ve been waiting for. After a 100% rally off the bottom, this pullback feels constructive, not corrective. The weekly chart is retesting the 100MA around $125 while price pulls in toward a flattening 200-day moving average. That’s a

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Tesla Motors(TSLA)$ Introduction: A New Chapter in Trade Tensions Former U.S. President Donald Trump has once again stirred the global economic landscape with a bold declaration: an additional 10% tariff on goods imported from nations aligned with the BRICS bloc—Brazil, Russia, India, China, and South Africa. This escalation in trade policy rhetoric signals a potential intensification of the already complex geopolitical and economic tensions that have defined global markets in recent years. The prospect of heightened tariffs threatens to reverberate across international trade networks, supply chains, and investm

$IBM(IBM)$ has indeed shown significant "firepower" by outperforming many Big Tech stocks so far in 2025. Its stock has climbed approximately 33% year-to-date as of early July 2025, surpassing Meta (+23%), Microsoft (+18%), Nvidia (+17%), and Amazon (+1%). IBM’s 2025 run is not just a fluke; it is the result of a strategic reinvention that is still gaining steam. Here’s what’s fueling its continued firepower: Watsonx + Consulting = AI Monetization Engine IBM’s $6B+ generative AI order book is growing fast and 80% of that is consulting-driven, not just software licenses. That is a huge differentiator versus SaaS peers struggling to monetize AI. Enterprises trust IBM to implement AI, not just sell it. Hybrid Cloud Stickiness Red Hat’s OpenShift is no

The stock market on July 8, 2025, is a dynamic landscape shaped by tariff announcements, corporate earnings, and sector shifts. Investors are balancing optimism from record-high indices with caution due to geopolitical and economic uncertainties. This report highlights key stocks to watch, market movements, and trading strategies to navigate today’s environment. Market Overview Key Market Movements S&P 500 Performance: The S&P 500 closed at 6235 points, up 0.07% from the previous session. It has gained 3.81% over the past month and 11.79% year-over-year, though it lags behind global markets, which are up 15-20% YTD. Tariff Announcements: On July 7, 2025, President Trump announced tariffs ranging from 10% to 70% on imports from 14 countries, effective August 1. This has driven the V

$Snowflake(SNOW)$ stands out to me for three key reasons: AI‑First Data Cloud Robust Growth & Expanding Use Cases Technical Setup Suggests a Breakout At its core, Snowflake’s transformation from a pure‑play data warehouse into a full‑blown data‑to‑AI platform sets it apart from peers. In its most recent Summer ’25 software release, Snowflake introduced native support for large‑language‑model inference and vector search. This means customers can architect generative‑AI applications directly atop their existing data, without stitching together multiple toolchains. From where I sit, that seamless integration not only removes friction for enterprise AI projects but also deepens customer lock‑in—two advantages that should drive higher ASPs and serv

Options Market Statistics: Tesla Stock Slumps After Musk Announces New Political Party $Tesla Motors(TSLA)$   had active options trading, with a total trading volume of 2.37M options for the day, and the put-call ratio is 1.04. Tesla's stock fell nearly 7% on Monday, losing over $68 billion in value, after CEO Elon Musk said he plans to start a new political party. Traders who bet against Tesla are expected to make about $1.4 billion in profits on paper from the stock's drop on Monday. Musk announced on Saturday that the party, called the "America Party," would try to win a few key seats in Congress — about 2 or 3 in the Senate and 8 to 10 in the House. He said this would give the party enough power to infl

For investors to have a stable, growing dividend portfolio, diversification is crucial, but if we can overweight high-conviction sectors, then it can boost long-term total returns and income growth. Both AI infrastructure and midstream energy infrastructure are riding powerful secular tailwinds, and interestingly, both offer pockets of undervaluation and yield though in very different ways. In this article I would like to share what I think of this opportunity and how to trade with the advantage of these two sectors, AI infrastructure space and midstream infrastructure sector. AI Infrastructure: Growth-Heavy with Select Undervaluation While many AI names are richly valued, AI infrastructure, the physical and software backbone enabling AI compute includes mid-cap players that are still trad

⸻ I recently completed a full cycle of the wheel strategy using Palantir Technologies (PLTR), and here’s how I structured it step by step — along with the exact profits I earned. ⸻ 🔁 Step 1: Sold a Cash-Secured Put On June 30, 2025, I sold a PLTR PUT contract with a $138 strike price, expiring July 3, 2025. For this, I received a premium of $3.16 per share, totaling $316 in upfront income. Since PLTR dropped below $138 at expiration, the put was assigned, and I was required to purchase 100 shares of PLTR at $138 per share. However, thanks to the premium received, my effective cost basis was lowered to: $138 - $3.16 = $134.84 per share ⸻ 📈 Step 2: Sold a Covered Call Immediately after assignment, I moved to the second part of the wheel: I sold a PLTR CALL option with a $140 strike, expiring

Market Overview Global markets ended mixed on July 7 as escalating trade tensions, sparked by renewed U.S. tariff threats, rattled investor confidence. U.S. equities suffered broad-based losses after President Trump confirmed 25% tariffs on imports from Japan and South Korea starting in August. European markets defied the negativity, anticipating a resolution to ongoing trade talks. Meanwhile, Asia saw marginal declines, reflecting regional sensitivity to U.S. policy shifts. U.S. Markets: Tariff Fears Trigger Sell-off U.S. stocks retreated sharply as fresh trade war rhetoric dominated sentiment. The Dow Jones $DJIA(.DJI)$  dropped 422 points (-0.9%) to 44,406.36, while the S&P 500

$Palantir Technologies Inc.(PLTR)$ may benefit from a "slow-motion market melt-up" due to several factors, including increased military spending, particularly driven by recent legislative actions like a "big, beautiful bill" allocating an additional $150 billion to military expenditures, some of which will fund next-generation AI capabilities. Palantir could ride a slow-motion market melt-up, but it’s walking a tightrope between momentum and valuation gravity. In this article I would like to breakdown how it might be a benefit or a concern for investors of Palantir. I am a long term holders of Palantir stocks. Current Strong RSI Momentum And MACD Building Into Crossover If we looked at how PLTR have been trading, the RSI momentum remain strong and