To The Moon

🐯 Hi Tigers! Is this the moment U.S. drone “reshoring” finally becomes a real trade? Which drone stock wins from U.S. reshoring? Stay to the end and make your call for Tiger Coins! The U.S. has announced tariffs of up to 100% on certain imported drones and key components, while also pushing more drone manufacturing back onshore. On the surface, this is about making imports more expensive. But the bigger trade is clear: Washington wants to move the drone supply chain back to the U.S. 🚁 What Does the 100% Tariff Actually Cover? Not every imported drone is facing a 100% tariff. 100%: Certain larger or sensitive drones and key components25%: Some smaller drones and other parts10%–15%: Lower rates for certain allied countries At the same time, the U.S. is preparing a new Onshoring Program to en

Reddit dropped a bombshell after the US market closed Thursday — and by the time most of us woke up, the stock had already popped 11%. But the real story isn't Reddit — it's what index inclusion says about how the whole market works, and why the "boring" S&P 500 ETF in your portfolio might be doing more for you than any stock pick ever will. [Miser] Hey Tigers, Let's Talk About the $Reddit(RDDT)$ Pop $Reddit(RDDT)$ is joining the S&P 500. S&P Dow Jones Indices confirmed the change will take effect before trading opens on August 18, 2026, and the stock jumped over 10% in after-hours trading within minutes of the announcement Thursday evening US time. Reddit is st

🐯Hi Tigers, 2026 is a U.S. midterm election year — all 435 House seats and 35 Senate seats are up for grabs on November 3rd. And heading into it, Trump's numbers aren't pretty: recent polling puts his approval in the low-to-mid 30s, with disapproval running as high as 57-60%, among the weakest pre-midterm standing of any president in the modern polling era. Voters are largely citing inflation and cost-of-living pressure as the top complaint, and Republicans are bracing for a rough November. There's a quiet irony in this week's news cycle. On the same days that Washington's most visible communicator is packing up her desk, $Apple(AAPL)$ is hiring someone to do exactly her job — just for a company instead of a country. 🎁Stick around

  Jensen Huang just got Wall Street's biggest six to say "yes." But is this a masterstroke of capital engineering — or a circular financing loop waiting to unwind?   🐯 Hey Tigers, Let's Talk About the $500B Elephant in the Room   Good morning, market watchers! 🌅 If you've been anywhere near financial media this week, you've seen the headline: $NVIDIA(NVDA)$ just assembled the Avengers of Wall Street to unlock $500 billion for AI infrastructure.   On August 10, Nvidia announced strategic partnerships with $Apollo Global Management LLC(APO)$, $BlackRock(BLK)$,

Hi Tigers 🐯, $SpaceX(SPCX)$ just quietly dropped a product that has nothing to do with rockets — and the stock is already telling us something. $SpaceX(SPCX)$ pulled back Tuesday, giving back some of its recent rebound even as it briefly touched above $139 intraday — a cooling-off after the stock had rallied hard off its August 3 low of $104.83 and briefly reclaimed its $135 IPO price. The catalyst behind the whole move wasn't a rocket launch — it was the debut of Grok Bot, an enterprise AI agent product from SpaceX's AI division, landing right in the middle of its still-pending $60 billion acquisition of Cursor. That raises an obvious question: Is the market actually buyin

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 $Advanced Micro Devices(AMD)$'s Q2 2026 print was the story of the week — a preview built on sky-high expectations, a stock that has a habit of dropping even after beats, and results that leaned harder than ever on Datacenter and AI capex from partners like Microsoft and Anthropic. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @Maverick AI, @nerdbull1669, and @ShenGuang: 🎁 Special Notes: Who

[Smile]Hey Tigers! This week, the AI infrastructure space is hitting a triple-header. $Advanced Micro Devices(AMD)$ just dropped its Q2 scorecard on Aug 4 — revenue up 50%, data center doubling — and despite a short-term pullback, Wall Street has lifted price targets to ~$630. Meanwhile, $Lumentum(LITE)$ and $CoreWeave, Inc.(CRWV)$ are both reporting after the bell tonight (Aug 11 ET / Aug 12 SG time). One is the optical comms underdog; the other, the GPU cloud upstart. Together with AMD, they cover the compute layer, interconnect layer, and cloud layer of the AI infra stack — a full value chain. 1. AMD: Numbers Won, Valuation Resetting AMD's Q2 was a blowout acro

Hi Tigers 🐯, Oil is sending two different signals in the same week. First it fell for three straight sessions as headlines announced an Iran-Oman framework to reopen the Strait of Hormuz. Then, within 24 hours, it reversed and jumped over 4% on reports that Iran's actual terms are far stricter than markets assumed. That raises an obvious question: If a deal has been reached, why is oil still this volatile? The answer is that markets rallied on the headline, not the fine print — and the fine print just arrived.🐯🪙 Read to the end and join the discussion — thoughtful market insights may receive Tiger Coins! 1.What Actually Happened This Week The transmission mechanism traders were betting on looked like this: Strait of Hormuz reopens → oil supply risk falls → energy costs fall → inflation pre

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 This week's earnings season put the AI spending question front and center, with $SpaceX(SPCX)$'s first-ever quarterly print and $Tesla Motors(TSLA)$'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @Maverick AI, and

Friday’s Jobs Report Is Not “The Weaker, the Better”: Can the AI Hardware Rebound Continue? The U.S. will release its July jobs report at 8:30 a.m. ET on Friday. The market currently expects nonfarm payrolls to rise by about 100,000–120,000, up from 57,000 in June. A weak $Automatic Data Processing Inc(ADP)$ private payrolls print this week (+44,000, well below forecast) adds some downside risk to that number. What matters is not just the number of jobs added. The report could move Treasury yields and reset valuations across the technology sector. Mag 7, optical networking and memory stocks have all been recovering from July’s selloff, but that rebound depends on one key condition: interest rates cannot start climbing again.🐯🪙 Read