257
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18 minutes ago
POLL>>🪙 | 💰 6 US Stocks Hit New Highs: DELL, BNY, RPRX, UNM, HALO,...
💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Six U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of September 4, 2026. The top 6 span AI-driven enterprise hardware, global custody banking, biopharmaceutical royalty aggregation, workplace life and disability insurance, drug-delivery royalty licensing, and Latin American integrated steel — alongside one large-cap PC/server maker at the center of the group. This spread points to an AI infrastructure capex supercycle (record order backlogs and triple-digit EPS growth at the hardware leader), broad-based strength in fee-driven financials and insurers (record custody assets, double-digit fee growth, and rising capital return), r
6.10K
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08-29
$OKLO 20260911 35.0 PUT$ Limit order filled to sell OKLO put at psychological support $35
OKLO PUT
08-28 22:04
US20260911 35.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.36 1Lot(s) | +86.12% Holding |
4.06K
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09-04
$SPCX 20260925 140.0 PUT$ Abit strange for this. Selling puts to cover the short position on spcx.
SPCX PUT
09-04 22:58
US20260925 140.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 3.14 6Lot(s) | -8.28% Holding |
TOPTODAMOON: 3.14 premium feels a bit thin for that strike. Annualized, farther dated looks cleaner unless you really want the assignment
8.90K
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09-04
$AMD 20260911 450.0 PUT$ Naked put hope it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $1,047
AMD PUT
09-04 23:21
US20260911 450.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 4.10 1Lot(s) | +31.22% Holding |
TOP430 feels like the real cushion here. Above that, this premium stream is pretty clean and the risk/reward still looks favorable into Q1
7.69K
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09-04
$USO 20260904 140.0 CALL$ USO: take Profit. Been selling few short calls as the oil prices rising the last 2 weeks on the resumption of the US - IRAN war. This current one is with strike at $140 which since 1st Sept had been trading above $140 therefore is a losing position. The good thing is that the market dipped for the 1st 30 mins after open, and trades below $140, allowing this trade a momentary slot to be profitable. Am glad that the take profit timing was just right and allow for derisking the trade with profit collected. Still have mutiple contracts at around $145
USO CALL
09-04 21:57
US20260904 140.0
| Side | Price | Realized P&L |
|---|---|---|
| Buy Close | 0.18 | +90.53% Closed |
TOPlocking profit there was clean. Iran de-escalation and a technical pullback would make those 145s feel way less comfy lol
434
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09-04
$ADBE 20261218 185.0 PUT$ Close it . earning bit by bit left below 10k to clear loss for this stock
ADBE PUT
09-04 23:38
US20261218 185.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 1.80 1Lot(s) | +27.49% Closed |
TOPIV crush risk is exactly why closing here makes sense. Under 10k left to clear is manageable, but ADBE into earnings still feels slippery lol
1.82K
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09-04
$LULU 20261218 115.0 PUT$ Hope this time it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $2,922
LULU PUT
09-04 23:39
US20261218 115.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 18.75 1Lot(s) | -0.96% Holding |
TOP18.75 on a 115 put is juicy, annualized has to be north of 20%. LULU staying this firm makes cash-secured premium farming look clean
5.10K
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09-04
$PANW 20261009 300.0 PUT$ Naked put - hope it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $4,823
PANW PUT
09-04 23:57
US20261009 300.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 6.00 1Lot(s) | -4.16% Holding |
TOP300 looks like solid support here. That 310 put setup still feels cleaner though, Sep premiums are kinda absurd lol
3.11K
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09-05
$SMCI DIAGONAL 260911/261009 CALL 41.0/CALL 48.0$ Rolled away and above due to increase is share price, while still preserving some profit
SMCI Diagonal
09-05 00:06
US41.0/48.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.05 2 | -- Closed |
TOPRolling it out while keeping profit is the whole game. That 41/48 call spread keeps the risk clean, and IV probably still has room into the next catalyst
6.53K
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09-05
$LULU 20260918 115.0 CALL$ Naked short LULU call, premarket price decline of ~20% to new lows triggered stoplosses to market participants' long positions. Delulu bulls are out of the market, therefore the only natural price direction is decline.
LULU CALL
09-04 21:46
US20260918 115.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.61 1Lot(s) | +54.10% Holding |
TOPThat logic chain is incomplete. Short covering and gamma squeeze can still spark a nasty bounce before any real trend lower.
31.29K
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09-06 00:16
$ServiceNow(NOW)$ Since June 2026, I've been steadily building my position in ServiceNow ($NOW), especially during the significant pullback that created a much more attractive entry point. Instead of trying to catch the exact bottom, I chose to use a DCA strategy — adding progressively as the stock weakness gave me opportunities. This approach has helped me manage volatility while keeping my focus on the long-term business rather than short-term price movements. Today, I'm almost 80% done with my planned position, and I'm already sitting on roughly 25% paper gain. Honestly, I'm quite happy with how this trade has developed so far. What gives me confidence is that the pullback did not fundamentally change my long-term thesis. ServiceNow continu
TOPthanks for sharing
1.27K
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14:46
US Inflation Data and Treasury Buybacks in Focus; Singapore’s 2026 GDP Growth Forecast Raised to 5%; China Bonds Supported by Easing Money Market Conditions【 CSOP SG Weekly 】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.58%* While last week’s manufacturing and services indicators were weaker than consensus estimates, nonfarm payrolls surprised to the upside, rising 162k (vs 55k consensus) with unemployment holding at 4.1%. Looking ahead, markets are focused on the upcoming US inflation data print, especially as Fed Chair Warsh had signalled that further policy action may be needed if inflation does not move clearly and sufficiently toward the 2% target. Additionally, markets will be watching the Treasury’s larger long-end buybacks, though it is unlikely to materially change the outlook for longer-term yields given the persistent fiscal deficits and reduced Fed holding share in the Treasury market. * 7-day net yield is calculated based on calendar days
206
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12:37
Why WaFd's $3.9 Billion EverBank Merger Makes Deposit Quality More Important Than Deal Accretion
$WaFd(WAFD)$'s agreement to combine with EverBank would create a regional lender with approximately $75 billion of assets and a footprint stretching from digital deposits to physical branches across the western United States. The projected earnings increase is attractive, but the transaction will ultimately be judged by funding stability, credit quality and tangible book value rather than scale alone. The companies announced the $3.9 billion reverse merger on September 7. EverBank will merge into publicly traded WaFd, which will adopt the EverBank Financial name and EVBK ticker. EverBank investors will own 59.2% of the combined company and existing WaFd shareholders will own 40.8%. Closing is expected in early 2027, subject to shareholder and regu
TOPDeposit quality is the whole ballgame here. Accretion fades fast if integration drags and deposit costs reprice higher
291
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12:42
Why Hapag-Lloyd's Revised ZIM Proposal Still Depends on Israeli Political Approval
$Hapag-Llyod AG(HPGLY)$ is trying to preserve its proposed $4.2 billion acquisition of $ZIM Integrated Shipping Services Ltd.(ZIM)$ by changing the structure rather than merely increasing the price. The revisions address national-security objections, but they also demonstrate that the transaction's value cannot be assessed through the headline consideration alone. Reuters reported on September 7 that Hapag-Lloyd was preparing improvements to its proposal after opposition from Israeli officials and workers. The revised concept would place an Israeli-controlled company, backed by FIMI, around a 16-vessel operation intended to preserve strategic shipping links. It would also lower the permitted foreign-owner
TOPFeels less complicated than the writeup makes it. If the cabinet is not willing to sign off, the structure tweaks are just window dressing and ZIM is back to trading freight rates
240
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12:53
Why Google's Contrail AI Trial Is Strategically Useful but Financially Immature
$Alphabet(GOOG)$ and $Cathay Pacific Airways, Ltd.(CPCAF)$ are expanding trials that use artificial intelligence to help pilots avoid atmospheric conditions that produce heat-trapping contrails. The project demonstrates a practical application of Google's forecasting technology, but investors should not confuse environmental usefulness with a material earnings contribution. The companies announced the expanded collaboration on September 7. The system combines weather, satellite and flight information to recommend route or altitude adjustments intended to reduce persistent contrails. Reuters' September 7 report describes the expansion as a trial rather than a commercial industrywide deployment. The bullis
TOPThe forecasting use case looks legit, but paid adoption is still the real hurdle. Trial value is clear; revenue value needs airline workflow proof
198
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12:50
Why Rising Private-Credit Non-Accruals Matter More Than Stable Headline Valuations
Private-credit portfolios appeared to stabilize in the second quarter, but loans that stopped producing interest continued to rise. That divergence matters for business-development companies because a modest valuation markdown can look manageable while the underlying cash income deteriorates more sharply. Reuters reported on September 2 that the aggregate fair-value-to-cost ratio across reviewed US private-credit portfolios fell 168 basis points over six months to 97.57%. Non-accrual investments increased to approximately 3.4% of portfolio cost from 2.5%, with much of the markdown concentrated among a relatively small group of borrowers, including software companies. Reuters' private-credit analysis distinguishes broad portfolio marks from loans no longer paying interest. The bullish case
TOPThat 2.5% to 3.4% non-accrual jump bothers me more than the marks. If software names are clustering here, this may be spreading past a few bad credits
152
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11:29
TSLA, cont'd to fall this Week or Rally?
$Tesla Motors(TSLA)$ stock finished the week ending 04 Sep 2026, on a downward slope, retreating from its Thursday peak. (see below) The broader market landscape presents an immediate headwind, with (a) rising Treasury yields and (b) tighter macroeconomic conditions applying sector-wide pressure on technology growth equities. However, TSLA’s specific price decline stems from company-specific hurdles that threaten to linger into the coming week. Wall Street’s lukewarm reaction to the long-anticipated Austin Cybercab event on Thu, 03 Sep 2026, reflected growing investor fatigue over high-concept showcases that lack immediate commercial execution. The event itself, unusually muted and missing CEO Elon Musk’s signature grandstanding, failed to deliver
TOPRegulatory overhang feels loud, but autonomy progress is still the part that matters. If road data keeps improving, this dip can fade fast
282
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09-07 20:30
Semiconductor strength amid broader index softness is a classic intra-tech / AI infrastructure rotation, driven primarily by fresh AI demand signals rather than a full risk-on shift. On Friday (Sept 4), major US indices closed lower (S&P 500 ≈ -0.4%, Dow ≈ -0.5%, Nasdaq ≈ -0.3%) after a stronger-than-expected jobs report raised odds of further Fed tightening. In contrast, the PHLX Semiconductor Index (SOX) rose roughly 3.4%. Asia followed through strongly on Monday (Sept 7, while US markets were closed for Labor Day): KOSPI surged ≈4.6% to a multi-week high, led by Samsung Electronics (+≈5.7%) and SK Hynix (+≈8%). Taiwanese semiconductors and related names also advanced sharply. Positive global cues lifted European chip stocks as well. Primary drivers of the rotation 1. OpenAI model ca
TOPValuation still is not stretched if AI capex keeps compounding. I care more about tool makers here — every 10% capex bump can mean roughly 15-20% more equipment revenue.
361
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09-07 23:44
🚨 THE AI TRADE DIDN’T DIE. IT MOVED TO MEMORY.
Friday gave us one of those market sessions that looks strange until you ask a different question. The major US indexes fell. Treasury yields rose after August payrolls came in far stronger than expected. Rate-hike expectations increased. Growth stocks should have hated that setup. Yet one corner of the market went in completely the opposite direction. Memory and storage exploded higher. SanDisk jumped around 12%. Micron gained 6.1%. Western Digital rose nearly 6%. Seagate also rallied. The semiconductor index climbed more than 3% despite weakness across the broader market. Then Asia opened and the move continued. SK Hynix surged roughly 8%. Samsung Electronics climbed nearly 6%. South Korea’s Kospi jumped 4.6%. At first glance, this looks like another AI rally. I think something more inte
TOPB for me. Memory valuation rerating is just getting started, and rising HBM penetration should keep pushing ASPs higher.
452
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00:09
🚨 AI IS EATING THE WORLD’S MEMORY. YOUR NEXT PHONE MAY PAY THE BILL.
Memory stocks are surging while the broader market struggles. The obvious explanation is simple: AI demand is strong. HBM is scarce. Memory prices are rising. Micron, SK Hynix and Samsung benefit. I think that explanation stops one level too early. Because something much larger is happening underneath the memory rally. AI data centres are not simply creating another source of semiconductor demand. They are competing with the rest of the technology industry for a limited manufacturing resource. And increasingly, the rest of technology is losing. The result could change much more than memory-company earnings. It could change how much laptops cost. How much RAM goes into smartphones. Which consumer brands survive. How quickly people replace devices. Whether affordable phones can run AI locall
TOPHBM shortage likely runs into mid next year, not just this cycle. What gets missed is auto AI could start crowding consumer memory too.