🚀 NVIDIA × Eli Lilly: A Blueprint for NVIDIA’s Next $100B Growth Vertical NVIDIA and Eli Lilly’s $1B, five-year AI partnership is being underappreciated by the market. This is not about healthcare experimentation — it is about AI becoming a revenue-generating input, not just infrastructure. This matters because it expands NVIDIA’s total addressable market beyond hyperscalers. ⸻ 🔑 Why this deal is structurally bullish for NVIDIA NVIDIA’s current growth is tied to capex cycles at cloud providers. This partnership introduces a different demand driver: 👉 Outcome-based AI spending. Eli Lilly is deploying AI to improve: • Drug discovery hit rates • R&D capital efficiency • Time-to-market for blockbuster therapies If AI increases success probabilities or shortens development timelines by even
🧠 TSMC Beats on AI Demand: Why This Quarter Matters More for 2026 Than 2024 TSMC’s Q4 revenue rose +20.45% YoY to T$1.046T, beating LSEG SmartEstimate and landing at the top end of company guidance. On the surface, this confirms what markets already know: AI demand remains strong. The deeper takeaway, however, is not the beat — it’s what hasn’t broken. Despite: • Elevated utilisation rates • Rapid node migration (5nm → 3nm) • Heavy capex over the past 2 years TSMC is still operating in a capacity-constrained environment at the leading edge. That tells us the AI cycle is structural, not cyclical. ⸻ 🔍 What the numbers are really saying 1️⃣ Revenue quality is improving, not just volume • Growth is being driven by advanced nodes, not trailing-edge recovery • AI accelerators carry higher ASPs a
🏦 Banks Kick Off Earnings Season: Strong Fundamentals — or a Rally That’s Priced for Perfection? US bank stocks are heading into earnings season at cycle highs, not cycle lows — and that changes everything. JPMorgan, Goldman Sachs, Citigroup and Morgan Stanley report next week, with expectations already elevated after a strong run-up in financials. 📊 The setup looks solid on paper: Consensus expects S&P 500 Financials earnings to grow ~6.7% YoY in the December quarter, supported by: • Resilient consumer credit quality • Strong trading revenues amid higher volatility • Early signs of investment banking recovery • Reduced rate uncertainty vs mid-2024 But here’s the catch 👇 ⚠️ Valuations are no longer forgiving. Bank stocks have rerated aggressively over the past year — pricing in: ✔ A so
🐯 Government Backs Nuclear Energy Can Centrus Energy Reclaim New Highs? ☢️📈 The U.S. government just fired a clear signal: 👉 Nuclear energy is no longer optional — it’s strategic. Under a new initiative to rebuild America’s nuclear fuel supply chain, $2.7 billion in grants has been allocated to: • Centrus Energy • Two other domestic nuclear fuel manufacturers And the market didn’t miss it. 📈 Centrus Energy surged ~10% in a single session, with nuclear-linked names rallying across the board. But this move may be more than just a headline pop. Let’s unpack why this matters — and whether Centrus can push to new highs. 👇 ⸻ 🇺🇸 1. Why This Funding Is a Big Deal For decades, the U.S. relied heavily on Russian-enriched uranium for nuclear reactors. That’s now a national security risk. 💥 The new po
🐯 From Micron to Samsung & SK Hynix Will a Memory Shortage Reshape 2026 Tech Stocks? 💾📈 The memory cycle is waking up — and the market is starting to price it in. This week: • 🇰🇷 Samsung Electronics surged ~5% to a record high • 🇰🇷 SK Hynix climbed ~3% • 🇭🇰 CSOP Samsung Electronics Daily (2x) spiked ~11% • 🇭🇰 CSOP SK Hynix Daily (2x) gained 6%+ This wasn’t just a relief rally — it was a signal. 🧠⚡ ⸻ 🔄 1. The Memory Cycle Is Turning (Again) Semiconductor memory is not linear — it’s cyclical, brutal, and binary. 📉 2023–2024: • Oversupply • Collapsing DRAM & NAND prices • Inventory write-downs 📈 Late 2025 → 2026 setup: • Supply discipline • Demand inflection • Pricing power returns 💡 Key insight: Memory stocks don’t move when earnings are good — They move when pricing inflects. And pr
$Intel(INTC)$ 🐯 Can Intel’s Panther Lake Win Back Market Share? An in-depth look at strategy, technology, and the shifting chip industry landscape In a moment that’s quickly becoming one of the most pivotal in Intel’s recent history, the company unwrapped its Panther Lake architecture at CES — a set of processors designed to reignite Intel’s performance leadership and challenge the dominance of competitors like AMD and Apple. But can this launch really help Intel win back market share in a tough and evolving market? Let’s break it down. 📊 ⸻ 🌍 1. The Market Intel Is Fighting In Intel isn’t just battling rival silicon anymore — the landscape itself is transforming: ✨ AMD has been strong in desktops, workstations, and servers ✨ Apple has
$Tiger Brokers(TIGR)$ ⏳ #2026 Outlook: Locking in My Investment Time Capsule High Conviction, Real Stakes, No Rewrites This is not a prediction post. This is a commitment post. As we step into 2026, I’m locking in my market views knowing I’ll read this again one year from now — with no edits, no excuses, and no hindsight bias. ⸻ 1️⃣ The sector / stock I’m most optimistic about in 2026 is: AI Infrastructure & Execution-First Platforms Not AI hype. Not AI demos. But AI that is already embedded into real workflows. My highest conviction names reflect this: • NVDA & AMD — AI doesn’t scale without compute. Period. Demand volatility may exist, but long-term compute intensity is non-negotiable. • PLTR — AI that actually runs operations, not
$Tiger Brokers(TIGR)$ 📊 TA Education: Read the Market, Trade Smarter, Get Rewarded RSI + Moving Averages — Simple Tools, Powerful When Used Correctly Technical analysis isn’t about predicting the future. It’s about understanding probability, momentum, and risk. This post breaks down two of the most commonly used indicators — RSI and Moving Averages — in a simple, intuitive way, and highlights how traders misuse them. ⸻ 🔍 Indicator #1: RSI (Relative Strength Index) What RSI actually measures: 👉 The speed and strength of recent price movements. RSI oscillates between 0–100: • Above 70 → strong momentum / overextended • Below 30 → weak momentum / oversold ❌ Common mistake “RSI is above 70, so I should short.” This is one of the biggest beginner
🚀 Is Space a Core Investment Theme for 2026? From “Moonshots” to Infrastructure Plays For years, space investing was treated as speculative — long timelines, weak economics, and too many promises. That narrative is changing. As governments accelerate spending on space-based infrastructure — communications, navigation, missile tracking, and Earth observation — space is starting to resemble defense + cloud + logistics, not science fiction. The key shift? 👉 Execution now matters more than vision. ⸻ 🛰️ Rocket Lab: From Launch Provider to Space Prime Contractor One company increasingly at the center of this shift is Rocket Lab (RKLB). 2025 execution highlights: • 21 flawless launches — no failures, no delays • Proven cadence, not one-off success • End-to-end capability: launch + spacecraft + sy
🚀 Baidu Rockets as Kunlun Chip Files for HK Listing Is China Tech Entering a New Re-Rating Cycle? Baidu just delivered one of the most important China tech catalysts we’ve seen in a while. On January 1, Baidu announced that its Kunlun Chip unit has officially submitted its listing application to the Hong Kong Stock Exchange. The market reaction was immediate — Baidu surged ~15% this week, outperforming both the Hang Seng Tech Index and broader China equities. But this move is about far more than a short-term rally. ⸻ 🔑 Why Kunlun Chip Matters More Than the Headline Suggests Kunlun is not a side project. It is strategic infrastructure. Baidu began developing Kunlun to address one core problem: 👉 China’s dependence on foreign AI chips amid tightening US export controls. Kunlun’s role in Baid