💰Stocks to watch today?(15 May)

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

avatarMrzorro
06-15 18:39
Tracking Cathie Wood: Heavy SpaceX Accumulation for Space Economy, Multi-Sector Portfolio Rebalancing Friday's U.S. markets closed with modest gains across all major indices. The S&P 500 rose 0.50% to 7431.46, the Nasdaq advanced 0.31% to 25888.84, and the Dow Jones posted the strongest performance with a 0.70% gain to 51202.26. The steady upward momentum provided a constructive backdrop for active portfolio management. Cathie Wood's Friday trading activity revealed a strategic portfolio restructuring approach: aggressive accumulation in space exploration while executing targeted reductions across multiple holdings, potentially reflecting active optimization and risk management considerations. Buy: Concentrated Space Economy Play ARK significantly increased its position in 
avatarMrzorro
06-15 09:32
SpaceX IPO Lands. Space Stocks Are Already Flying SpaceX did not raise the price. That may be the signal. $Space Exploration Technologies Corp(SPCX)$   has officially priced its blockbuster IPO at $135 per share, raising $75 billion and valuing the company at roughly $1.77 trillion. SpaceX did not lift the final price above the level already floated to the market. Bulls may see that as a smart move that leaves room for a strong debut. Bears may argue that the valuation was already stretched enough. Either way, this is no longer just a SpaceX story. It has become a sector event. Space stocks are already moving The read-through showed up quickly in public space names. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , $Firefly Aerospac

Fluence Could Announce First Hyperscaler Order Within Weeks

Eh boss, if America and Iran really stop fighting, oil price come down. Oil come down, inflation cool down. Inflation cool down, Fed no need keep interest high. When interest come down, utility companies can borrow cheaper money to build battery farms. More battery farms means more tenders for Fluence. So for $Fluence Energy, Inc.(FLNC)$  ,  peace in Middle East → lower oil → lower inflation → lower rates → more energy storage projects. Now market waiting for the June 17 Fed meeting. If Fed starts talking more about future inflation instead of old inflation data, growth stocks like Fluence may get another boost. But end of the day, Fluence still must show profits and win projects. Prata dough can be good, but still need to cook the prata
Fluence Could Announce First Hyperscaler Order Within Weeks
avatarkoolgal
06-15 06:19
SGX At All Time High:  Is It A Buy? 🌟🌟🌟For years, critics have dismissed the Singapore market as a slow, sleepy income trap designed strictly for wealth preservation, completely missing the multi asset transformation quietly happening.   That narrative has been shattered with Singapore Exchange (SGX)$SGX(S68.SI)$  recently reaching its all time high at SGD 22.58 last week. What happened? Backed by an unprecedented wave of global derivatives volume and regional capital flight into safe haven assets, SGX has surged a spectacular 60.4% over the trailing 12 months, completely crushing traditional bluechip benchmarks. SGX operates one of the most unbreakable economic moats in global finance. It is th
avatarBarcode
06-15 02:59
$SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$  $CoreWeave, Inc.(CRWV)$  🚀📉🚀 IPO Euphoria Meets Reality: The Great Growth Stock Valuation Reset 🚀📉🚀 🚀 I’m watching one of the most important themes in growth investing right now: the transition from IPO excitement to valuation discipline. The debut of $SPCX may have marked a short-term peak in speculative enthusiasm, but the broader IPO landscape is sending a more complex message. Investors are no longer rewarding every disruptive story equally. They are separating companies with genuine commercial momentum from those still relying heavily on future potential. 📊 The 2025-26 IPO Class: Winners vs Rea
avatar虎小熊
06-15 00:13
[开心]

🥞 MUTHU BOY REPORTING FROM THE PRATA STALL 🥞

Everybody talking about AI, Nvidia, data centres, electricity demand. But Muthu ask one simple question: 👉 Who makes the special steel inside the transformers? Without transformer, no electricity. Without electricity, no AI. Without AI, all the AI stocks become PowerPoint presentation only. The secret ingredient is called GOES (Grain-Oriented Electrical Steel). Not ordinary steel hor. This steel is cooked differently. During manufacturing, all the crystal grains line up neatly like Girl Guides during national day. Because of that, electricity can flow through with very little energy wasted as heat. Problem? Only a handful of companies in the world know how to make high-grade GOES. The VIP club got only: 🇨🇳 Baowu 🇯🇵 Nippon Steel 🇰🇷 POSCO 🇩🇪 Thyssenkrupp 🇺🇸 Cleveland-Cliffs
🥞 MUTHU BOY REPORTING FROM THE PRATA STALL 🥞
avatarMickey082024
06-14 22:39

Zoetis At A Crossroads: Is The Animal Health Leader A Buy After Its 2026 Valuation Reset?

$Zoetis(ZTS)$ The animal health sector long enjoyed an aura of absolute invulnerability, and Zoetis (NYSE: ZTS) was its undisputed crown jewel. However, a major shift in consumer behavior and sharpening generic and brand competition have shattered that narrative. Following a bruising first-quarter earnings report, Zoetis stock experienced a severe single-day collapse of nearly 21%. Now trading in the low-$80s—down more than 50% from its rolling one-year highs—the market is aggressively pricing in structurally slower growth. For long-term investors, the central question is whether this sell-off is a permanent impairment or an exceptional entry point for a world-class monopoly. Performance Overview and Market Feedback The market's feedback on Zoetis
Zoetis At A Crossroads: Is The Animal Health Leader A Buy After Its 2026 Valuation Reset?
avatarMrzorro
06-14 17:49
US IPO History: Soaring on Day One, Plunging Within a Year. Can SpaceX Break the Curse? As the largest IPO in history, $Space Exploration Technologies Corp(SPCX)$   plans to raise $75 billion at a staggering valuation of $1.77 trillion. Fueled by three top-tier narratives—low-Earth orbit satellites, rocket launch and AI—the offering has seen oversubscription exceed 4x across all platforms, creating peak market sentiment ahead of the listing.  Considering the historical performance of mega-cap tech IPOs from the past decade, investor tiers are expected to be highly fragmented. With long-term strategic capital, swing-trade hedge funds, and retail sentiment traders all participating, the stock price could experience massive volatility.

🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨

Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work:  Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl
🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
avatarMrzorro
06-14 13:26
Corning Draws $33M Bullish Call Bet  On Friday, $Corning(GLW)$   shares edged higher, but remained more than 15% below their all-time high of around $212 reached in May. Following a recent pullback across the AI infrastructure sector, market sentiment has cooled noticeably. However, big money doesn't appear to be leaving. Options flow data showed that a trader purchased 6,700 Corning September 18, 2026 $140 call options at approximately $50 per contract, representing a total premium outlay of roughly $33.5 million. Notably, the contract had open interest of just 130 contracts prior to the trade, while daily volume surged to 6,700 contracts. The order was also flagged as Opening, Cross, and Bullish, suggesting it was very likely a new

Rethinking Energy Winners: Speed, Not Scale, Will Decide the AI Power Race

Over the past two years, the hottest topic in the AI energy sector has undoubtedly been nuclear power. From OKLO to SMRs, from nuclear power plants to small modular reactors, almost every stock even remotely related to nuclear energy has been wildly pursued. But what if I told you that the biggest winner from AI’s future power shortage might not be these nuclear stars at all? Nuclear power’s biggest advantage is its generation capacity, but its greatest weakness is time. It takes seven, ten, or even more years for a nuclear plant to go from approval to operation. The AI industry clearly won’t wait that long. So in the next few years, whoever can fill the power gap the fastest is most likely to become the real beneficiary of this AI wave. Looking across the entire energy system, the only cl
Rethinking Energy Winners: Speed, Not Scale, Will Decide the AI Power Race
avatarTigerong
06-14 09:30
Adidas came back swinging as a kit sponsor. It has the most teams in the tournament, dressing 14 countries. More countries means more jerseys to sell to supporters, and the more the merrier, especially for crowd favourites like reigning champion Argentina and World Cup hopeful Spain. The picture was completely different in World Cup 2022, when Nike sponsored the most teams and Adidas came in second. So Adidas has wrestled the throne away for 2026. And let’s not forget that Adidas has supplied the official match ball for every World Cup since 1970. So it’s likely Adidas’s revenue gets a bigger bump than the other two this year. Investors seem to have already taken note. Adidas stock has jumped about 19% over the past month. Nike and Puma haven’t come close, up about 4% over the same period.

29, Earns S$5,500 a Month and Has S$400,000 Saved — Yet Says His Life Feels “Meaningless”

SINGAPORE: On paper, the life of a 29-year-old finance professional might look like a clear success story. He has a stable job in the Central Business District, earns about S$5,500 a month, and has built up roughly S$400,000 in savings and investments over the years through trading US stocks. But in a post shared on a local forum on Thursday (Jun 4), he confessed that his life has started to feel rather “meaningless” and “sad” as his job no longer fulfills him. “Every day, I seem to be stuck in a loop where I struggle to wake up because I stayed up late till 1 a.m. the previous night, sit on the train to work like a zombie to the CBD, and do my job.” “My job has pretty standard working hours, no OT, and is not extremely stressful but not enjoyable either. I mostly fix problems that pop up
29, Earns S$5,500 a Month and Has S$400,000 Saved — Yet Says His Life Feels “Meaningless”

Muthu Boy Prata Seller Analysis on Oracle

Today I read a lot of comments in Tiger Brokers. Cannot tahan already, must say out. $Oracle(ORCL)$   Many of these so-called analysts and experts are like customers who eat one prata and suddenly become MasterChef judges. Read two social media posts, watch one YouTube video, then become Oracle expert. When Oracle drops 10%, wah... immediately all the ghost stories come out. "Debt problem!" "AI bubble!" "Data center oversupply!" "End of Oracle!" Aiyo, last month same people were calling Larry Ellison a genius. Oracle went from around $135 to much higher levels. Up more than 35%, everybody quiet. One 10% drop and suddenly the company is bankrupt. Good earnings don't always mean stock price go up. Bad earnings don
Muthu Boy Prata Seller Analysis on Oracle
avatarMrzorro
06-13 09:48
The AI Supply Chain Swept the S&P 500 Leaderboard in H1 2026 The $S&P 500(.SPX)$   navigated a largely bifurcated environment in the first half of 2026. The first quarter was primarily characterized by a distinct sector rotation. Mega-cap technology lagged—with the Magnificent Seven declining over 10%—while capital rotated into defensive and cyclical sectors, notably energy, which surged amid Middle Eastern geopolitical tensions. This dynamic shifted notably in Q2. As $Microsoft(MSFT)$  , $Alphabet(GOOG)$   , 
avatarMrzorro
06-13 09:42
Intel Attracts Biggest Short Volume as Bears Clash With Bulls $Intel(INTC)$   attracted the biggest short volume, highlighting bears' persistent skepticism over the ability of the legacy chipmaker to catch up to its biggest peers in the race to meet demand for advanced AI chips.  Trading in borrowed Intel shares that were sold short jumped 27% to 24.1 million shares Thursday, the biggest among stocks with a market capital of more than $5 billion tracked. Short sellers raised their stakes in Intel even as the stock jumped more than 9% that day.  Bears piled in, signaling doubts over the positive arguments cited by bulls. Yesterday, Bank of America Vivek Argya double-upgraded the stock to a buy from
avatarMrzorro
06-13 09:30
The World Cup Kicks Off Soon! A Quick Look at 7 Major Investment Themes The summer of 2026 is destined to belong to football. As the countdown to the US-Canada-Mexico World Cup hits zero, the globe will enter a 39-day "football time." This is not only the largest World Cup in history (104 matches, 48 teams) but also an unprecedented commercial feast. Deutsche Bank notes that because the event is held in the North American time zone with a significantly extended schedule, commercial exposure for related companies will be markedly higher than in previous editions. From pre-match fan betting and sports equipment production, to in-match media broadcasting rights and concentrated brand ad placements; from offline viewing parties and beverage consumption to fans' cross-border travel and accommod
avatarBarcode
06-13 03:43
$SpaceX(SPCX)$ $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  🚀🌌 $SPCX SpaceX enters public markets: the $2T valuation debate begins 🌌🚀 I believe $SPCX represents one of the most significant market debuts in recent years, not simply because SpaceX has become one of the world’s most valuable private companies, but because investors are now being asked to value something that does not fit neatly into traditional categories. Is SpaceX an aerospace company, or is it evolving into a global AI, connectivity, and infrastructure platform? $SPCX is officially trading: 💰 IPO Price: $135
 📈 Opening Trade: $150
 🔥 Trading above $161 At $150 per share, SpaceX r
avatarYiSquared
06-13 03:21
$NVIDIA(NVDA)$   For me, Jensen Huang going around Taiwan eating recently is a bearish outlook short term. Nothing too negative though, I'm anticipating short term risk which is why he's doing promotions in person. Long term it is bullish, as NVDA is still one of the backbones of AI infrastructures.