🎁Weekly EPS Growth & Dividend Leaders: WMT, HD, NTES, TGT, BEKE and more
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 17 and August 21. 🎁Weekly Higher EPS Estimates: WMT, HD, ADI, TJX, DE & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings results t
Hello everyone! Today i want to share some trading strategies with you! 1 Am loving $Alphabet(GOOGL)$ Finance. Doing research on a bunch of stocks this evening for potential buys on Monday. First up - $IREN Ltd(IREN)$ - synthesis of Accumulation vs Distribution indicators: The analysis of IREN Ltd across multiple data vectors — options flow, dark pool prints, price action, and institutional filings — converges on a single conclusion: the asset is currently in a state of high-conviction institutional accumulation. This process is driven by the fundamental re-rating of the company as an AI infrastructure player, a transition that has attracted some of the world's most sophis
$Neonode(NEON)$ Neonode is certainly not a stock for conservative investors, but that is also what makes it interesting. At under $1, the company has a relatively small valuation, meaning positive developments can potentially have an outsized impact on the share price. Its optical sensing and touch-related technology gives Neonode exposure to areas such as automotive, industrial applications and human-machine interfaces. The technology itself is interesting, and successful commercialisation or licensing wins could significantly change how the market values the company. The recent weakness in the share price obviously increases the risk, but for investors comfortable with speculative small caps, it also creates a potentially attractive entry
$MARA Holdings(MARA)$ MARA remains one of the more interesting listed stocks for investors who are bullish on Bitcoin and comfortable with substantial volatility. The attraction is straightforward: when Bitcoin enters a strong bullish cycle, major Bitcoin miners can sometimes deliver amplified moves because investors are gaining exposure not only to Bitcoin prices but also to the economics and operating leverage of the mining business. That leverage works both ways, which makes MARA significantly riskier than simply owning Bitcoin. Mining difficulty, energy costs, dilution and Bitcoin volatility all need to be considered. Overall: MARA is definitely high risk, but for investors expecting another major Bitcoin rally, its volatility and
$ProShares Ultra Silver(AGQ)$ AGQ is an interesting instrument for investors who have a strongly bullish view on silver. Because it seeks leveraged daily exposure to silver, a powerful move in the underlying metal can produce very large short-term gains. Silver itself has an attractive long-term story because it combines precious-metal demand with significant industrial uses, including electronics and solar-related applications. However, leverage makes AGQ fundamentally different from simply holding silver. Daily resetting and compounding mean it is better suited to tactical positioning than passive long-term ownership. Overall: For investors expecting a strong silver rally and willing to accept substantial volatility, AGQ provides powe
$APPLIED DIGITAL CORP(APLD)$ Applied Digital sits directly within one of the market's biggest investment themes: the enormous infrastructure requirements created by artificial intelligence and high-performance computing. AI isn't powered only by GPUs. It requires enormous data-centre facilities, electricity, cooling and specialised infrastructure. Applied Digital is attempting to position itself within this rapidly expanding ecosystem. The stock has already attracted substantial investor enthusiasm, meaning expectations are high and volatility can be extreme. Capital requirements are another important consideration. Nevertheless, if AI computing demand continues expanding at anything close to current expectations, infrastructure provid
$Permian Resources Corp(PR)$ Permian Resources is an attractive energy company because of its concentrated position in one of America's most productive oil-producing regions. Its large inventory of drilling locations gives the company substantial operating opportunities while management remains focused on efficiency and shareholder returns. The investment case becomes particularly attractive when oil prices are supportive because stronger commodity prices can translate quickly into higher cash flow. Energy will always be cyclical, but PR combines quality acreage, scale and operational execution better than many smaller producers. Overall: Permian Resources is one of the more interesting US oil producers for investors who remain constructive o
$NEBIUS(NBIS)$ Nebius is a fascinating way to gain exposure to the enormous computing infrastructure requirements behind artificial intelligence. The AI revolution requires far more than software. Training and running increasingly sophisticated models requires GPUs, data centres, networking, electricity and specialised cloud infrastructure — exactly the ecosystem Nebius is targeting. The opportunity is enormous if AI computing demand continues expanding, although the valuation already incorporates significant expectations and the stock can be extremely volatile. Overall: NBIS is certainly not cheap or low risk, but its direct exposure to AI infrastructure makes it one of the more exciting aggressive growth stocks for investors who believe A
$The Metals Company(TMC)$ TMC is one of the market's more unusual critical-minerals opportunities. The company's strategy centres on recovering polymetallic nodules from the deep ocean containing important metals such as nickel, copper, cobalt and manganese. If commercial-scale extraction becomes economically and legally viable, the potential resource opportunity could be substantial, particularly as electrification and energy infrastructure increase demand for critical minerals. But TMC should never be mistaken for an established mining company. Regulatory approval, environmental concerns, financing and commercial execution remain major uncertainties. Overall: TMC offers enormous potential but equally substantial risk. For speculative inves
$MINISO Group Holding Limited(MNSO)$ MINISO has built a remarkably recognisable retail concept around affordable lifestyle products, collectibles and collaborations with popular intellectual properties. Its international expansion is particularly interesting. The company has demonstrated that its retail concept can travel beyond China, giving MINISO a much larger potential market than investors might initially assume. The combination of affordable products, rapidly changing merchandise and popular character collaborations can generate repeat customer traffic. Overall: MNSO is an interesting combination of Chinese consumer growth and international retail expansion. If the brand continues gaining traction globally, there remains meaningf
$IONQ Inc.(IONQ)$ IonQ offers something relatively rare in public markets: direct exposure to the emerging quantum-computing industry. If quantum computers eventually solve commercially important problems that conventional computers struggle with, the addressable opportunity could become enormous across areas such as pharmaceuticals, materials science, optimisation and cybersecurity. But this is still an emerging technology. Investors are valuing IonQ largely on what the company could become rather than today's earnings, making the stock particularly sensitive to expectations. Overall: IONQ is unquestionably speculative, but that's part of its appeal. If quantum computing develops into a major computing platform and IonQ establishes it
$Stagwell Inc.(STGW)$ Stagwell is an interesting alternative to the much larger traditional advertising groups, with a strategy increasingly focused on digital marketing, technology and data-driven services. As companies continue shifting advertising budgets toward digital channels and increasingly incorporate AI into marketing workflows, agencies capable of combining creative expertise with technology could benefit. STGW doesn't receive the attention given to fashionable AI or semiconductor stocks, which may actually be part of the opportunity if earnings and cash generation improve. Overall: STGW is a less obvious growth story, but its digital focus, technology exposure and potential for improving profitability make it an interesting smal
If I had to choose, I would go with C. MU. SNDK’s long-term targets are impressive, but after a 13.7% one-day surge and a massive run this year, I don’t want to chase it. $Micron Technology(MU)$ gives me broader exposure to HBM, DRAM and NAND, allowing me to benefit from both AI memory demand and the broader storage cycle. The reactions to AMAT, COHR and Cisco also show that strong earnings are no longer enough when expectations are already high. For me, the key is whether AI demand can translate into sustainable earnings and cash flow. I believe MU still offers a better balance of growth, valuation and upside. So I remain bullish on storage, but I would accumulate MU on pullbacks rather than chase SNDK after its sharp rally. If MU and
For me, I would rather DCA into the $S&P 500(.SPX)$ than chase $Reddit(RDDT)$ index-inclusion pop. The 11% surge is largely driven by mechanical buying, not a sudden improvement in the company’s fundamentals. These inclusion rallies can be attractive short-term trades, but I wouldn’t treat them as a reliable long-term strategy. I like the S&P 500 because it essentially does the stock-picking for me, continuously replacing weaker companies with stronger ones. The diversification also makes it much easier for me to stay invested through different market cycles without worrying about any single company. I still p
S&P 500 Hits Another Record High — Time to Chase or Stay Calm?
The S&P 500 $S&P 500(.SPX)$ has done it again—another record close at 7,798.99. 📈 At this point, the market feels a little like the friend who keeps saying, "One more round," even when everyone else thinks the party should be over. But personally, I'm not looking at a new high and thinking, "Time to sell everything." I'm also not thinking, "FOMO! Buy everything!" My approach is somewhere in between: stay invested, keep DCA-ing, but become more selective when adding new money. Summary graphics 🚀 How High Can It Go? Could we see 8,000 this year? Absolutely. Could we reach 8,500? I wouldn't rule it out if earnings remain strong, AI investment continues and the Fed gradually becomes more supportive. B
I would choose B. Stay bullish, but wait for a pullback. I like SNDK’s $SanDisk Corp.(SNDK)$ long-term story, especially its multi-year contracts, supply discipline and potential for much higher margins. If these can genuinely reduce NAND cyclicality, I understand why Goldman sees US$2,200 as achievable. However, after a roughly 467% YTD rally and another 13.6% jump in one day, I wouldn’t chase it. Expectations are already extremely high, while the 80% margin target and HBF opportunity still need to be proven. I would rather let the market cool down and see whether the fundamentals continue to catch up with the valuation. For me, US$2,200 is possible, but I don’t need to chase it today. I’d rather wait for a meaningful pullback and add if the l
🌟🌟For the past 2 months, $SpaceX(SPCX)$ bear camp was counting down the days to August 6. This is the ominous "Unlock Day", the exact moment the first post IPO lockup restriction expired, suddenly freeing a staggering 911.5 million insider shares valued at over USD 100 billion to hit the open market. The doom mongers predicted a catastrophic selling frenzy that would plunge the stock into deep space. Instead, SpaceX flipped the script, pulled off a spectacular short squeeze & skyrocketed 35% in just 5 sessions, adding a spectacular USD 500 billion back to its market cap. Can this valuation stand firm or just a temporary sigh of relief before reality strikes back? What happened was that the vast majority of SpaceX employees
🌟🌟🌟The end of the 3 year Swedish strike is an undeniable win for $Tesla Motors(TSLA)$ . However a 4% bounce does not erase margin compression or negative free cash flows. At USD 340, the Tesla stock is in a volatile counter trend rally after breaking through its long term supports. I believe it is best not to FOMO into this post strike carnival. The "Big Shorts" are circling for a reason & macroeconomic tech volatility is heating up. If you believe in Tesla's long term robotics and software transformation, it is best to dollar cost average into the stock. Tesla is a great company but in the short term it can be volatile. @Tiger_comments
SNDK can reach $2,200, but I wouldn’t chase it blindly. What makes this rally different is that the story is shifting from simply “NAND prices are going up” to better earnings visibility, supply discipline, long-term contracts and AI inference potential. If management can deliver the targeted margins and FCF while HBF becomes a real product by 2027, the market could start valuing SNDK less like a traditional cyclical memory stock. But after a 467% YTD rally, expectations are already sky-high. At this level, the risk isn’t that SNDK has a bad business—it’s that the business performs well while investors expect perfection. So I’m closer to B: bullish, but waiting for a pullback. For me, $2,200 is achievable, but the next 30–40% won’t come from hype. It has to come from real earnings growth,