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10:02
CoreWeave Raised Its Capex Floor $2 Billion — the Optical Cohort Rallied Like the Financing Was Done
CoreWeave, the AI-cloud operator, reported third-quarter revenue of $3.66 billion, up 168% year on year, after the close on November 10 and raised its full-year guidance. That was the headline. The trade landed one session later and one step down the supply chain: on November 11 the optical and interconnect cohort — Applied Optoelectronics, Lumentum, Marvell, Coherent, Corning and Astera Labs — closed up between 6.8% and 15.6%, roughly double the Philadelphia Semiconductor Index's 5.66% gain. The question this piece answers: did optical stocks just reprice funded capex — or a financing mechanic that has not actually closed yet? Figure 1 — CoreWeave's Q3 at a glance: revenue, backlog, the raised full-year revenue guide and the newly priced quarterly interest bill. Sources: CoreWeave Q3 FY26
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06:12
When Legends Fall: How Single CEO Risk Changes The Way I Invest
🌟🌟🌟Watching a legend fall in real time hits differently when your own savings are tied to their name. For years, investing in $NVIDIA(NVDA)$
TOPpuffyxx: Diversification helps, but ETF buffers are only as good as the top-weight concentration and rebalance rules. If NVDA and AVGO dominate too much, single-person risk still leaks through.
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06:29
Jensen Huang Resigns: Is a Comeback Possible?
Aiyoh boss, Muthu boy is feeling very sad lah today hear Jensen Huang resign already 😭 Now news spread everywhere say he got another relationship with a second employee. Honestly ah, I think Nvidia staff all already know about his romance stories long ago lah. His wife and daughter confirm know also—especially the daughter, she working inside the same company! The wife also 60-plus already, not young girl anymore, she already accept it and just want peace and enjoy life, no point go and mess Jensen up. To me ah, all these scandal news coming out one after another looks like a plot by the Democrats after winning the election. They using Jensen Huang to open up investigation on the Trump administration over Nvidia chips smuggling to China, calling it a serious national security lapse. C
TOPThe real issue is key man risk, not the gossip. If Jensen leaves, roadmap continuity and the CUDA ecosystem narrative get tested fast
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07:18
Microsoft’s Global Outage: Is Dependency Becoming a Bigger Risk
A major Microsoft outage has disrupted more than emails and workplace applications. It has also affected connections used by OpenAI and Anthropic, highlighting how dependent the technology industry has become on a relatively small number of infrastructure providers. On Thursday, November 12, Microsoft experienced widespread connectivity problems affecting Outlook, Exchange Online, Teams, Copilot and other Microsoft 365 services. The disruption also reached AI services. OpenAI reported problems with its Microsoft connectors, while Anthropic identified an issue with an upstream provider affecting its Microsoft 365 connector. This raises an important question: When one major cloud provider experiences problems, how much of the wider technology ecosystem can be affected? 1. What actually happe
TOP99.9% SLA still means real downtime, and multi region setup matters more than raw cloud share. How many customers actually pay for true failover though
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08:49
Options Puppy Market Outlook – 13 November 2026 Find Your Next Options Trade This US Earnings Season | Tiger Brokers
🐶 Options Puppy Market Outlook – 13 November 2026 📉 Wall Street Is Nervous! AI Uncertainty, Nvidia Weakness and KWEB Nears Support – Is It Time to Sell Cash-Secured Puts? 🐶 My take: When uncertainty increases, investors become more defensive. But for an options seller like me, a falling market can also create opportunities. Good morning, everyone! Today, 13 November 2026, I am looking at three important developments that could influence the stock market: uncertainty surrounding the artificial intelligence industry, weakness in major technology stocks and continued selling pressure in Chinese internet stocks. The market is becoming increasingly sensitive to news. Investors are questioning valuations, future earnings, interest rates and whether some of the enormous expectations surrounding a
TOPI’d watch order visibility more than the tape here. If AI capex is still contracted out a few quarters, NVDA and AMD weakness probably stays technical, not thesis damage.
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08:43
Anthropic Is Expected To List On 19 November. 11% Of Zoom's Market Value Is Already Anthropic Stock.
Mathematical Money | November 12, 2026 Anthropic's amended prospectus, filed on 10 November, offers 825 million shares at $70 to $78. The company's own investor material says the price is expected to be set on 18 November, with trading on Nasdaq expected the next day under the ticker ANT. None of that is final. The filing itself says it "is not complete and may be changed". Here is the part that caught me. $ZM$, the video-call company, carries an Anthropic stake at $3.13 billion in its last quarterly filing. Zoom's whole market value at the 11 November close was $28.6 billion. So if you own Zoom, about 11% of what you paid for is Anthropic. I hold no Anthropic exposure worth the name, and this post is not a view on whether to buy the listing. It is a check you can run on any hot IPO, becau
TOPThat net margin is noisy though; mark-to-market gains and operating earnings are two different lenses to validate.
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09:52
Applied Materials: AI Semiconductor Boom Is Getting Bigger – Record Earnings, Strong Guidance and More Growth Ahead!
$Applied Materials(AMAT)$ The AI investment story is evolving. Investors have spent much of the past two years focusing on GPU manufacturers and AI chip designers. But there is another critical part of the supply chain that could benefit enormously: the companies building the equipment required to manufacture next-generation semiconductors. Applied Materials just delivered another powerful reminder of why it matters. 🔥 1. Earnings: A Record-Breaking Quarter Applied Materials reported its Q4 FY2026 results: • Revenue: $10.41 billion, up 53% year over year. • Non-GAAP EPS: $4.16, up 92%. • GAAP EPS: $3.40, up 43%. • Non-GAAP gross margin: 50.6%. • Record quarterly operating income: $3.68 billion. • Full-year revenue: $34.45 billion, up 2
TOP69.5% IV with put buyers stacked in the 200-340 range tells a different story. Record numbers can still be exit liquidity lol
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09:52
Alibaba - tumbles toward 52-week low on chip access fears
⚠ $BABA-W(09988)$ is this week's standout underperformer with a 10.6% week-to-date loss following yesterday's 6.8% plunge to HKD 93.80 🚫The stock slump is driven by fears of tighter US semiconductor export controls that could directly impair Alibaba's AI cloud buildout after it was revealed that Megaspeed - the company embroiled in the Nvidia spy scandal - rents out Nvidia chips to Alibaba 🗓Adding to the headwinds is pre-earnings anxiety ahead of Alibaba's scheduled reporting next Thursday night on 19 Nov In other news, Bloomberg reported that Alibaba's chip design unit T-Head has filed for a Hong Kong IPO, reportedly targeting USD 2–3 billion at time where the HK IPO market is cooling At yesterday's closing price of HKD 93.80, Alibaba is c
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09:35
Don’t Remove a Legendary Founder Before the Facts Are In: NVIDIA’s Board Risks a Historic Mistake
Unless there's a lot of information beneath the surface we don't know... $NVIDIA(NVDA)$ board have got this horribly wrong. 1. 2019: Bezos had an affair. His team claimed a foreign government got his private messages. A personal scandal with a foreign-state angle. He stayed on as $Amazon.com(AMZN)$ CEO for another 2 years. 2. 2023: Altman was fired over a weekend. He was then back within 5 days after an outside review found his conduct didn't require removal. $NVIDIA(NVDA)$ it seems haven't even got to this stage of a completed investigation than Jensen said he would fully cooperate with. 3. 2018: Elon got sued for
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09:51
[Events] Screenshot It. Answer It. Or Pass It On!
This Friday, we're putting your luck — and your honesty — to the test! We've prepared 9 mystery questions in a GIF. Some are super easy, some might reveal your embarrassing trading secrets, and others are just ridiculous! The catch? You won't know which question you're getting until you take a screenshot! Disclaimer：Not financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary Authority of Singapore. All logos and trademarks in this advertisement are the property of their respective owners, and their use does not imply affiliation or endorsement by them. Tiger Brokers acknowledges that all intellectual property rights in the logos and trademarks are owned by their respective owners. 🎁 How to Play 1️⃣ Screenshot It! Take a random screenshot of the
TOPAlways $SPDR Gold ETF(GLD)$ first. Gotta see how gold is holding up after all the recent swings. @TigerEvents [财迷]
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09:25
Option Strategies: CBRS& MSFT
Hello everyone! Today i want to share some trading ideas with you! 1 $Cerebras Systems(CBRS)$ announces earnings after the closing bell today. This stock was wiped out last month. Recent bottom is at 78, but its no man's land below that. Expected move is ~12%. Could CBRS drop 30% by tomorrow or by Friday next week? 🤷🏻♂️ We're 👀 writing the Nov 13 70P or Nov 20 70/60 or 65/60 PCS. 2 Did $Microsoft(MSFT)$ get hacked? Microsoft said that a portion of its infrastructure was “experiencing elevated load” — which it said was “likely contributing to the connectivity errors.” The company determined a number of servers were “unexpectedly unavailable” due to a problem that caused the
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03:30
AI BULL MARKET: REAL RECOVERY OR THE CALM BEFORE ANOTHER SELLOFF?
Wednesday’s rally delivered exactly what AI bulls wanted. But investors may be celebrating too early. The Nasdaq rebounded, QQQ surged 2.31%, and $CRWV(CoreWeave)$ exploded 24.71%. Suddenly, confidence in AI infrastructure spending was back. But here’s the bigger story: The AI investment thesis is being tested on three different fronts. 🔥 1. CoreWeave just gave the bulls ammunition CoreWeave’s Q3 revenue reached $3.66 billion, up 168% year-on-year. Its contracted revenue backlog hit $132.5 billion, and management raised its 2026 revenue guidance to $13–13.3 billion. That’s powerful evidence that AI infrastructure demand is translating into actual business. However, a massive backlog isn’t the same as cash in the bank. Debt, capital expenditure, interest costs and execution remain significa
TOP132.5B backlog sounds great, but 2026 guide is only 13 to 13.3B. Until free cash flow shows up, this still feels like an execution test more than proof of a durable boom
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03:50
MU: From AI’s Hottest Stock to a Reality Check — Has Micron Lost Its Shine?
$Micron Technology(MU)$ The AI memory boom isn’t over. But Micron’s honeymoon with investors might be. Few companies have embodied the AI investment frenzy quite like $Micron Technology(MU)$. In the first half of 2026, Micron became one of Wall Street’s favourite AI trades. Investors finally recognised that the AI revolution wasn’t just about GPUs, cloud computing and software. It was also about memory. Every increasingly powerful AI accelerator needs enormous amounts of high-speed memory. Training and inference require greater bandwidth, higher capacity and faster data movement. Micron’s High Bandwidth Memory (HBM), DRAM and advanced storage products put it right in the middle of this opportunity. The result? An extraordinary rally that
TOPHBM capacity still looks sold through, and 379% revenue growth says the cycle is not done. I’d hold here.
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04:47
Wall Street Turns Cautious on Nvidia While Upgrading AMD: Is the AI Chip Race Shifting?
Wall Street’s latest analyst calls reveal a notable change in sentiment across the technology sector. $NVIDIA(NVDA)$ is facing downgrades from two major investment firms, while $Advanced Micro Devices(AMD)$ has received an upgrade. The contrast is particularly interesting because both companies are competing for a larger share of the AI semiconductor market. But this is not simply a story about one chipmaker gaining at another’s expense. Leadership uncertainty, competition from custom AI chips and the long-term economics of AI infrastructure are all becoming important considerations for investors. Here are the biggest analyst calls and what they could mean for the market. 1. Nvidia: Two dow
TOPLonger term, custom AI chips pressure AMD first while Nvidia’s software moat still matters. The real test is whether AI capex starts converting into durable cash flow
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08:39
Jensen Huang Is Out: Can Nvidia’s AI Empire Survive Without Its Biggest Visionary?
Jensen Huang built $NVIDIA(NVDA)$ into the centre of the artificial intelligence revolution. Now, after more than three decades leading the company, he is gone. Nvidia has officially confirmed that Huang has resigned as President, CEO and a member of its board, effective immediately. CFO Colette Kress has been appointed interim CEO while the board searches for a permanent successor. Harvey C. Jones, a director since 1993, has also been appointed as the company’s first-ever board chair. This is a remarkable leadership change for a company that has been closely associated with one person throughout its history. But the bigger question for investors is not simply who will replace Huang. It is whether Nvidia can maintain the vision, commercial re
TOP64.79% IV at 99.6 percentile is the louder signal here, not the headline. A leadership gap with vol this stretched usually means more downside chop first
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09:28
NVDA: After 167 Breaks, Is 147–148 the Next Stop Before Earnings?
$NVIDIA(NVDA)$=147-148. After the last major support line of 167 is broken, the next stop for $NVIDIA(NVDA)$ would be 147-148. That is a 15% crash from yesterday's closing price. Forced liquidation may overshoot this level, but I think this low would hold until next Tuesday's earnings.
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08:47
🚀 NU: Record $1.1 BILLION PROFIT! Is Nubank Building Latin America’s Next Financial Giant?
$Nu Holdings Ltd.(NU)$ NU has just delivered its Q3 2026 earnings, and the bigger investment story is becoming increasingly compelling. Despite some mixed headline earnings comparisons, NU continues to demonstrate something investors should pay attention to: exceptional customer growth combined with increasingly powerful profitability. Let’s break down the results, the market reaction and the catalysts that could shape NU’s next chapter. 📊 Q3 2026: THE NUMBERS THAT MATTER NU delivered another record quarter: 💰 Revenue: $5.82 billion, up approximately 40% year over year on a reported basis. 📈 Gross revenue: $6.26 billion, up 37% on an FX-neutral basis. 🔥 Net income: $1.09 billion, up 31% year over year. 🏦 Gross profit: $2.60 billion, up 3
TOP32% ROE with a 42.85% net margin is the part that sticks for me. If Mexico and Colombia keep scaling without cracking credit quality, NU still looks underpriced
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09:19
TRADE PLAN for LOTTO Friday 📈
$S&P 500(.SPX)$ and $Invesco QQQ(QQQ)$ had a bigger gap down this morning but the dip ended up being bought up. We saw both fade throughout the day BUT the longer we stay above last Thursdays lows, the further confirmation we have a bottom forming. PPI numbers are coming up premarket tmrw, if we see a positive reaction $SPX can push back to 7650 and $Invesco QQQ(QQQ)$ can run back to 695 again. $Micron Technology(MU)$ can lead the market higher, we saw lots of relative strength today. MU actually closed near the highs of the day with SPX and QQQ lower. Watch
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09:16
CSCO, CBRS, AMD, MRNA& NVDA: A Roller-coaster Experience
Hello everyone! Today i want to share some technical analysis with you! 1 $NVIDIA(NVDA)$ flashing capitulation on a MASSIVE volume spike 👀 Are you willing to bet on NVIDIA without Jensen at the helm? 2 Talk about an absolute RIPPER... $Moderna, Inc.(MRNA)$ +1159% in ONE YEAR 🤯 3 Gonna be an awkward Thanksgiving... $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 4 $Cerebras Systems(CBRS)$ RIPPING ON EARNINGS Q3 Adj EPS: $(0.67) vs $(0.14) est ❌ Q3 Sales: $210.8M vs $214.7M est ❌ Raised Q4 Sales Guidance ✅
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05:01
$Alibaba (BABA) Plunged -7.07%: Growth Fears Push Stock Near 52-Week Low, $92 Support in Focus
📊 Market Recap As of the close on November 13, 2026 (ET), 'BABA' finished at $94.34, tumbling -7.07% on the day. The stock now sits just above its 52-week low of $91.99 and approximately 47.9% below its 52-week high of $181.10, reflecting intense selling pressure and fragile investor sentiment. 🚀 Key Drivers Chip Unit Spin-off Buzz: Alibaba's application to separately list its chip subsidiary Pingtouge briefly lifted domestic GPU sentiment, but failed to translate into sustained buying for BABA shares. Macro & Stability Policies: China's securities regulator reiterated policies to stabilize markets, yet broad weakness in AI and robotics themes weighed on the tech complex, dragging BABA lower. Capital Outflow Pressure: One-day capital flow data showed total outflow exceeded inflow, with