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08-04 21:55
SpaceX's First Earnings: AI Business Is Almost Free
I. Fundamentals: Long-Term Value vs. Near-Term Supply Shock 1. Long-term bull case unchanged, but short-term price under four layers of pressure ① tactical concerns over the upcoming lock-up expiry; ② AI business uncertainty; ③ potential Tesla merger complexity; ④ lower-than-expected passive index buying. As the lock-up expiry passes, the stock is expected to stabilize at some level. 2. Valuation: SOTP stress test suggests AI business is nearly free At the current price of approximately $108/share (~$1.4 trillion valuation), a sum-of-the-parts (SOTP) stress test suggests that just the Space + Connectivity segments alone already support the bulk of the value: Space, benchmarked against Blue Origin, is valued at roughly $390–650 billion; Connectivity is conservatively valued at over $748 bil
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08-04 21:18
$Palantir Technologies Inc.(PLTR)$ my biggest position gonna hold for long term. Crazy earnings by PLTR 🥳👍
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08-04 21:17
$P Strengthens Above $80 on AI Infrastructure Demand
$Everpure(P)$ $Everpure (P)+3.85%: AI Storage Leader Reclaims $80, Momentum Building for $83 Re-test 🚀 Latest Close Data: Everpure closed at $80.14 on Aug 4, surging +3.85% from $77.17. The stock is now just 20.3% below its 52-week high of $100.59, showing strong recovery momentum. Core Market Drivers: The storage sector rebounded broadly, with Pure Storage riding the wave of AI infrastructure demand. The company's focus on all-flash data center solutions continues to attract investor interest as enterprise AI adoption accelerates storage modernization. Technical Analysis: Volume of 1.91M shares was below average (Volume Ratio: 0.77), but the MACD histogram flipped positive at +0.476, signaling a fresh bullish crossover. The RSI(6) jumped to 70.15, e
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08-04 21:14
$LULU Eyes $138 After Technical Turn
$Lululemon Athletica(LULU)$ $Lululemon Athletica (LULU) +4.04% Rebound Gains Momentum: Lululemon Eyes $138 Resistance, Technical Breakout Brewing 🚀 Latest Close Data: LULU closed at $123.67, surging +4.04% on August 4, 2026. The stock is bouncing sharply from its 52-week low of $104.44, though it remains significantly below its 52-week high of $225.98. Core Market Drivers: The stock is showing strong recovery momentum, driven by a capitulation of short sellers and value buying. Recent news of shareholder approval for two new board members, Laura Gentile and Marc Maurer, is reinforcing corporate governance stability. Despite a recent downgrade from Truist, the market appears to be pricing in a narrative of "worst is over" for the athletic apparel g
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08-04 21:10
$SE Buyers Challenge the $120 Barrier
$Sea Ltd(SE)$ $SEA Ltd (SE) Climbs +4.13%, E-Commerce Momentum Ignites a Breakout, $120 Resistance in Sight Latest Close Data: SE closed at $111.15, up +4.13% on 2026-08-04. Trading volume hit 4.51M, slightly above average. The stock is now 44.2% below its 52-week high of $199.30 but has decisively broken out of its recent consolidation range near $107. Core Market Drivers: SE's surge is fueled by a powerful triple catalyst: 1) The deepening partnership between Shopee and Meta, unveiling an Instagram joint storefront that turbocharges social commerce. 2) The strategic expansion of its AI chatbot "Migoo" into the U.S. market, opening a new growth narrative. 3) Strong bullish sentiment ahead of the Q2 earnings report on August 11, with an expected EPS
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08-04 21:19
AMD Q2 Earnings Strategy: Targeting 530
I. Fundamentals Citi maintains a Buy rating, naming AMD its top growth semiconductor pick for the second half of 2026. Q2 revenue is expected at $11.3 billion / EPS $1.66, and Q3 revenue at $14.0 billion / EPS $2.28 — both above consensus, driven primarily by upside in server CPUs and AI GPUs. Data center sales for 2026 are projected at $33.7 billion (+103% YoY). Meta has emerged as a key new customer (custom MI450, six-year gigawatt-scale deal with ~$15 billion revenue per GW). AI sales are expected to reach $33 billion in 2027 and $50.8 billion in 2028. TAM has been significantly revised upward: AI accelerators to $1.4 trillion by 2030, data center CPUs to $220 billion (both with CAGRs exceeding 45%). Risk: The stock is already fully priced, with capacity sold out, limiting near-term ups
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08-04 21:02
$M Raised Guidance Continues to Pay Off
$Macy's(M)$ $Macy's, Inc.(M) Surges +4.55% to New 52-Week High: Breakout Momentum Holds, $30 Target in Sight 🚀 Latest Close: $25.95, +4.55%. The stock hit a fresh 52-Week High of $26.14, confirming a powerful breakout from the prior $25.27 resistance level. Core Market Drivers: Macy's rallied with strong volume as retail sector sentiment improved broadly. The stock has been building momentum since its Q1 earnings beat, which saw management raise full-year guidance. Recent analyst upgrades, including a target raise to $27 by JPMorgan, continue to fuel the bullish narrative. Technical Analysis: The breakout is backed by decent momentum. The MACD shows a bullish expansion with a DIF of 0.524 and a MACD line at 0.325, confirming accelerating trend streng
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08-04 20:55
$AMZN Crosses the $3 Trillion Milestone
$Amazon.com(AMZN)$ $Amazon (AMZN) Hits All-Time High of $287.20, Momentum Saturated as Tech Giant Joins $3 Trillion Club, Eyeing $300-$317 Breakout Zone 🚀 Latest Close Data: $AMZN closed at $284.02 (+4.58%). The stock printed a fresh 52-Week High, marking a historic breakout and pushing its market cap above $3 trillion. Core Market Drivers: The surge is fueled by AWS revenue growth hitting an 18-quarter high, triggering the strongest single-day rally since 2012. A massive capex upgrade cycle from cloud providers and optimistic AI revenue guidance offset the after-hours dip caused by Jeff Bezos filing to sell $4.07 billion in shares. Technical Analysis: The breakout is confirmed by a massive volume spike (90.83M shares, Volume Ratio 1.28). The MACD
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08-04 20:45
$SNOW New High Opens the Door to $330
$Snowflake(SNOW)$ $Snowflake Inc.(SNOW) Surges +4.86% to Hit 52-Week High, AI Data Platform Momentum Ignites $315 Breach! 🚀 Latest Close Data: SNOW closed at $307.53, surging +4.86% on the session. The stock printed a new 52-week high of $315.42, decisively outpacing yesterday's close of $293.28. 📈 Core Market Drivers: The explosive move is fueled by a sector-wide re-rating after competitor Databricks' massive $30B funding round. 📊 Multiple analyst upgrades further ignited the rally, with UBS boosting its target to $370 and RBC to $313. Additionally, the launch of the new Cortex AI Gateway is reinforcing Snowflake's leadership in enterprise AI agent ecosystems. 🤖 Technical Analysis: Volume exploded to 7.98M shares, significantly above average, con
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08-04 20:41
$Tesla Motors(TSLA)$ Hey there community Tiger trade, please can you all tell goldman that I am running late as my slow, yellow car is going at 40 km per hour! @Tiger_Earnings @PeterDiCarlo @bs6969 @AAT10 @TrendSpider @TigerStars @Tiger V @TigerClub
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08-04 20:39
U Power Limited Announces Private Placement Subscribed by Existing Shareholders at a Premium Price of US $1.64 per Share
HONG KONG, Aug. 4, 2026 -- U Power Limited (Nasdaq: UCAR) (the "Company" or "U Power"), a provider of AI-integrated solutions for next-generation energy grids and intelligent transportation systems, today announced that on August 3, 2026, it entered into subscription agreements (the "Subscription Agreements") with four existing shareholders for the sale of 9,756,100 Class A Ordinary Shares (each, a "Share" and, collectively, the "Shares") of the Company at US$1.64 per Share, for aggregate gross proceeds of US$16 million (the "Transaction"), in reliance upon Regulation S under the Securities Act of 1933, as amended ("Regulation S"). The Shares are being offered for the account of the Company to certain of its existing shareholders in an offshore transaction pursuant to Regulation
TOPJourneyman: $U Power(UCAR)$ Interesting! I was just thinking about UCAR today! Great participation from existing shareholders, they know the company best, so their continued support is worth nothing.
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08-04 20:31
$MSFT Buyers Close In on the $500 Milestone
$Microsoft(MSFT)$ $Microsoft (MSFT) Soars +4.93%, AI Cloud Juggernaut Reactivates Momentum; $500 Breakout Imminent Latest Close Data: MSFT closed at $487.65 on Aug 4, surging +4.93% (+$22.93). The stock is now retracing toward its 52-week high of $553.72 after a three-day historic rally. Core Market Drivers: 🚀 Microsoft stock is extending its "best 3-day rally in 26 years" following blowout earnings. The market is aggressively repricing AI monetization as Azure revenue growth accelerated to 43%, crossing a $100B annual run rate, while M365 Copilot seats surpassed 30M. At least nine major brokerages raised price targets post-earnings, triggering a massive sentiment reversal. Technical Analysis: 📊 Volume exploded to 66.76M shares (Volume Ratio 1.20)
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08-04 20:33
Real Rally or Bull Trap? Why the Surging Yen Holds the Key to US Stocks？！💹📉
Just this past Monday, the S&P 500 index successfully broke through its 20-day moving average, while the Nasdaq index solidly reclaimed its 20-week moving average. According to the technical rules I outlined previously, when these two critical indicators are breached simultaneously, we should pivot our stance to the upside in alignment with the trend. Sure enough, within just one day, both major indices surged another few percentage points, and the S&P 500 even came close to returning to its previous high, right where the initial drop began. Looking at this price action, I believe many are already declaring "the return of the king" for US equities, assuming the market has completely finished its shakeout and re-entered a primary uptrend. However, I must issue a warning: the current
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08-04 20:29
YXT Deepens Four-Year Partnership with Global Materials Leader to Advance AI-Powered Knowledge Operations
Recently, a leading global materials company renewed its partnership with YXT.com Group Holding Limited ( $云学堂(YXT)$ ), further deepening collaboration in enterprise knowledge operations, talent development and AI applications. Through this continued partnership, YXT is supporting the company’s evolution from traditional learning management toward intelligent knowledge systems and stronger organizational capabilities. For global manufacturing enterprises, competitive advantage is no longer defined solely by production capabilities and technological expertise. It increasingly depends on the ability to capture, organize and continuously leverage the knowledge, experience and best practices accumulated across the organization. As the company expanded
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08-04 20:22
$W Investors Bet on an Earnings Recovery
$Wayfair(W)$ $Wayfair(W) +5.19% Surge Retakes $89, Resistance at $91 in Sight Latest Close Data: Wayfair closed at $89.31, surging +5.19% on heavy volume. The stock is rebounding from recent lows and is now trading approximately 25.6% below its 52-week high of $119.98. Core Market Drivers: The strong rally was fueled by a notable capital inflow, with total inflows hitting $235M against $199M in outflows. Optimism is building ahead of the company's earnings report, initially expected around this period, suggesting a potential beat on improving home furnishing demand. The stock also recovered from a recent dip triggered by a neutral "Hold" rating initiation from Benchmark. Technical Analysis: Volume exploded to 7.10M shares, significantly above average
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08-04 20:18
$U Earnings Expectations Lift Shares
$Unity Software Inc.(U)$ Unity Software Inc. (U) Surged +5.27%: Gaming Engine Giant Reclaims Momentum, Gap-Up Targets $34.27 Resistance 🚀 📊 Latest Close Data U closed at $33.38 (+5.27%) on Aug 4, bouncing hard from the $31.71 close. The stock is now -36.0% below its 52-week high of $52.15, but momentum is clearly shifting. 📈 Core Market Drivers The rally is fueled by pre-earnings optimism as the market anticipates Q2 results (consensus revenue $5.15B, +20.58% YoY). Wedbush recently raised its target to $36, reinforcing confidence in the core engine business. Strategic focus on AI advertising (Vector) and exiting non-core assets continues to improve the risk/reward profile. ⚙️ Technical Analysis Today’s volume hit 12.84M shares, significantly above av
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08-04 20:06
$AI Inflows Reverse the Trend, Eyes Turn to $10.24
$C3.ai, Inc.(AI)$ $C3.ai, Inc. (AI) Surges +5.99%: Short Squeeze Momentum Builds, Reclaiming $10.24 Resistance in Sight 🚀 📊 Latest Close Data: C3.ai closed at $9.73, up +5.99% from yesterday's $9.18 close. The stock is still trading significantly below its 52-week high of $23.76 but has rebounded strongly from its 52-week low of $7.67. 🌐 Core Market Drivers: The stock is riding a wave of short-covering momentum, as evidenced by a massive spike in short volume to 242.43M on 7/31 and a short volume ratio hitting 28%. Capital flow data shows a strong pivot, with a net inflow of $2.97M on 7/31, reversing a multi-day outflow streak, signaling a potential sentiment shift. 📈 Technical Analysis: Volume surged to 6.04M shares, amping up the breakout. The MAC
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08-04 19:55
$ISRG Recovery Rally Eyes a Break Above $400
$Intuitive Surgical(ISRG)$ $Intuitive Surgical (ISRG) $375.41 Soars +6.25%: Surgical Robotics Leader Reawakens, $400 Breakout in Sight Before Reclaiming $480 Target Latest Close Data: 📊 Closed at $375.41, surging +6.25% on strong momentum. The price is now bouncing hard from recent lows, though still -37.8% below its 52-week high of $603.88. Core Market Drivers: 🚀 UBS upgraded ISRG to Buy with a $500 target, calling fears of AI automation risk and hospital CapEx overblown. Management also collaborated with sports icon Deion Sanders to boost surgical awareness. Q2 results beat estimates (EPS $2.80 vs. $2.50), but the stock previously crashed on unchanged annual procedure growth guidance. Technical Analysis: 📈 Volume surged to 3.50M shares, confirmi
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08-04 19:59
Tap into Asia's Growth Potential with Amova ETFs
Explore growth opportunities across Asia's high-growth markets and China's innovation-driven economy. Earn S$25 cashback* when you invest in selected Amova ETFs *Cash rewards will be credited to qualified accounts within 15 business days after qualifying trade. $Amova Asia exJC S$(A93.SI)$ $AmovaEFund ChiNext S$(CXT.SI)$ [Upcoming Seminar] Unlocking Asia's Next Wave of Growth Asia, excluding Japan and China, is entering a new phase of structural growth, anchored by Korea’s leadership in the global AI supply chain and the long-term economic momentum of India and ASEAN. As global investors look beyond US tech for the next leg of the AI build-out, the region offers differentiated exposure to the same meg
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08-04 18:47
🌟🌟🌟Halting a strike does not mean the geopolitical tension has vanished. It just means the volatility is being stored away for another day. Buying the dip here under the assumption that global conflicts are solved is a premature move. TACO Trump loves the drama and suspense. Enjoy the green day but I would keep one eye firmly locked on the exit door, just in case Trump changes his mind and reverse his stance. Expect the unexpected with this market. @Tiger_comments @TigerStars @Tiger_SG @TBlive