Super Micro Computer: This Is The Turning Point
SummarySuper Micro Computer's stock is at a turning point, awaiting audited earnings reports by February 25 to avoid delisting.The company experienced explosive growth due to AI demand but faced setba
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2025-01-23
$HSI(HSI)$
TOPjollyfo: It's frustrating to see potential turning points like this go unrecognized.
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2025-01-20
It's a solid business with some unethical business practice that help family members. Tough choice but I think the products are great and selling. Would be best for the CEO to step down and an outside person to take over, then the sky is the limit.
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2025-01-23
Quantum Computing Stocks Rally Again? Consider the Short Call Strategy
Bloomberg Intelligence analyst Athanasios Psarofagis stated: “Quantum computing is experiencing the same momentum as the AI field did last year. Many quantum stocks are not widely held by ETFs, making QTUM the only pure play option.” Psarofagis predicts that more quantum-related ETF applications will be submitted for listing soon.In the final month of 2024, U.S. quantum computing stocks continued to soar. Rigetti Computing (RGTI.US) surged 36% at Thursday’s close. D-Wave Quantum (QBTS.US) gained 24%, Quantum Computing (QUBT.US) rose 12.5%, and IonQ Inc (IONQ.US) climbed 8%. Meanwhile, Arqit Quantum (ARQQ.US) skyrocketed 50% by the close.Seeking Alpha analyst Joseph Parrish noted that while Rigetti shows potential, investors must remain patient to see those results materialize.“Rigetti give
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2025-01-21
$ManulifeReit USD(BTOU.SI)$
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2025-01-21
Follow the rule of horses 🐎 for courses: (1) in really potential counters like NVDA buy & hold and perhaps keep adding on dips. may be keep 10% of such holdings for trading to cure the itch (2) In other swing trading counters with reasonably good potential get in at cheaper valuations and may be use 50% of holdings to trade (4) on rest of the counters keep a decent margin of safety and healthy stop losses and go with a full trading mindset. And later if I see potential, fully take out the capital invested and keep only the profits part in the share. Basically a mix of these is what I follow. Of course, there will be counters that will test the patience despite all the conviction, like AMD - just grit and hold patience in those.
TOPLove this strategy! Balanced and smart! [Heart]
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2025-01-23
Musk Questions Stargate Funding: Is It Better to Include Other Giants in Project?
The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion.The Big Question is: Where Will the $500 Billion Come From?According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet.SoftBank does not have enough cash on hand to fulfill Masayoshi Son's promises. As of the end of September last year, the company had around $25 billion in cash and equivalents on its balance sheet. With the IPO of $ARM Holdings(ARM)$ Holdings, SoftBank's financial situa
TOPperhaps, the more the merrier [Smile] [Smile] [Smile] The Stargate project claims that the three major tech giants will immediately invest $100 billion to build data centers and physical campuses, with a total investment goal of up to $500 billion. According to the latest Reuters report, OpenAI and SoftBank have each committed $19 billion to the Stargate AI data center, as reported by The Information. It seems that the two companies combined haven’t even reached $40 billion yet. @HelenJanet @GoodLife99 @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @Shyon @Aqa @LMSunshine @koolgal What do you think of Musk’s recent statements on the Stargate project? What is Tesla’s outlook? Will this project actually come to fruition? Which company stands to benefit the most? Rewards: Leave your comments and also post to win tiger coins!
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2025-01-23
Netflix Leads Market Surge as Streaming Giant Hits New Highs
1. Netflix Capitalizes on Record Growth Netflix leveraged its historic fourth-quarter results to announce price hikes, underscoring its dominance in the streaming market. $Netflix(NFLX)$ $NFLX Record Subscriber Growth: Added 18.9 million paid subscribers, surpassing 300 million globally, driven by: Popular original shows like Squid Game. One-off events such as the Jake Paul-Mike Tyson boxing match. Price Increases: While premium tiers saw hikes, the ad-supported plan remains a budget-friendly $7.99/month. Shift in Strategy: Netflix will no longer report net subscriber growth, reflecting a shift to focus on monetization through advertising and pricing power. As Warren Buffett noted, the ability to raise prices without losing customers highlights a
TOPAwesome insights! Netflix really knows how to lead! [Wow]
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2025-01-22
If you are looking at low risk and high reward check out: $CNDT 20250417 5.0 CALL$ $Conduent Inc(CNDT)$ is going to take off this year, tech sector within ai and efficiency space. Loads of backlog work for more $$$ revenue while holding $400 mill + cash. Thank me later! ☺️ DYOR as this is not financial advice!
TOPThx for sharing! But what does this company do? AI related services?
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2025-01-22
There is a much, much bigger picture here than just a buy target prince price. As a successful blue chip with a long history, likewise those who have been invested for the long term can add to a position with minimal impacts on average purchase price of P&L impacts caused by price fluctuations.
TOPThe original article was deleted. What stock were u talking about?
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2025-01-22
$Pure Storage(PSTG)$ another successful trade in the month. Although it hit my cut lost point in the first trade. However, I saw the momentum is strong. Its doing better than the s&p index. So I decided enter the second time and bingo!
TOPWhat does this company do? AI infrastructure?
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2025-01-23
So far this is the report card after US$500B investment announced by president.
TOPGiven all back in these two days. 😩😩😩
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2025-01-23
Longing $Micron Technology(MU)$ Entry: Trump investing up to $500bn in AI infrastructure but MU as part of the production seems to have lagging effects. Catalysts: 1. Good analysts rating 2. Forward guidance for 2025Q2 has already been revised downwards in December earnings report => hence potential disappointments have already been priced in 3. P/E below industry average Risk: 1. Insiders have been selling the past 1 year, which may indicate the lack of confidence; But they only make up 0.3% whereas financial institutions make up 70% of it. Good analyst ratings should therefore hold more weightage.
TOPHow is the trade so far
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2025-01-23
The Space Economy:
Launch Services Providers $Rocket Lab USA, Inc.(RKLB)$ $Virgin Galactic(SPCE)$ Space Infrastructure and Services $Redwire Corp.(RDW)$ $Intuitive Machines(LUNR)$ $Momentus Inc.(MNTS)$ $Terran Orbital Corp(LLAP)$ $Sidus Space Inc.(SIDU)$ Satellite Communications $AST SpaceMobile, Inc.(ASTS)$ $EchoStar(SATS)$ $Iridium(IRDM)$ $Viasat(
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2025-01-23
【Weekly Wealth Trends】How to allocate assets based on Trump's policy directions?
Hello, Tigers!On January 20th, after officially taking office in the White House, Trump quickly issued various policy directives. Domestically, he emphasized deporting immigrants and combating inflation, while internationally, he revived the tariff hammer, imposing tariffs on Canada and China.Subsequently, on Tuesday evening, January 21st (ET), Trump announced the "Stargate Project," which triggered a rally in concept stocks. By the close:ARM surged nearly 16%,OpenAI-related concept stock OKLO rose over 9%,ORCL gained more than 7%,MSFT climbed over 4%.With one hand swinging tariffs and the other advancing AI infrastructure, Trump is navigating between traditional energy and technology. So, how should investors plan their allocations this week?Key Factors to Analyze:1. Impact of Tariffs on
TOPsimple. Go tech heavy with emphasized on AI. most of the mag 7 overlaps with the AI theme. Still on tech, diversify into different tech, eg software, semicon, cyber security. if you are in your 40s onwards or getting to preserve wealth as well as grow wealth, diversify further into other sectors like financials, healthcare, consumer staples to reduce portfolio volatility. not financial advice but some logical thinking.
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2025-01-23
Tech Earnings Showdown: Can Meta Fuel the S&P 500’s Record-Breaking Run?
The earnings season has commenced with notable strength. Major banks have reported robust results, indicating economic resilience, while Netflix delivered an impressive earnings beat, reigniting optimism in the tech sector. Concurrently, the S&P 500 (SPX) has surged to a new all-time high, fuelled by strong earnings, moderating inflation, and renewed investor confidence. As we approach the earnings reports of tech giants Microsoft (MSFT), $Meta Platforms, Inc.(META)$, Tesla (TSLA), and Apple (AAPL), the critical question arises: Will tech earnings continue to bolster the market's upward trajectory? Tech Giants' Earnings on the Horizon The upcoming earnings reports are poised to significantly influence market sentiment: Microsoft (MSFT): Schedu
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2025-01-23
Elon Musk's Critique of Trump's Stargate Project: A Sign of Discord or Business as Usual?
In the dynamic world of politics and technology, the relationship between Elon Musk and Donald Trump has been under scrutiny. This is particularly true given Musk's recent public critique of the Stargate project, a Trump-endorsed initiative aimed at advancing AI infrastructure in the United States. Musk's scepticism, which focused on the financial capability of tech giants like OpenAI, Oracle, and SoftBank, has sparked discussions about the nature of their relationship and its potential implications for Tesla and beyond. Musk's Critique: A Personal or Professional Dispute? Elon Musk's denouncement of the Stargate project, where he stated that the companies involved "don't have the money" to back their $100 billion pledge, can be viewed through multiple lenses. Primarily, it reflects Musk's
TOPThis critique seems less about personal animosity and more a strategic positioning by Musk.
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2025-01-23
Analysis of the Gold Market's Recent Performance and Outlook
Since late December last year, the "Trump Trade" has driven up U.S. dollar interest rates and exchange rates. But gold didn't drop much; instead, the U.S. Dollar Index and gold prices rose together.In the short term, with the Federal Reserve's rate - cut expectations weakening and safe - haven buying cooling due to the Israel - Palestine deal, gold may face challenges. Long - term, in 2025 Q1, Trump's gradual tariff hikes could lead to re - inflation or economic slowdown, both good for gold prices. Also, U.S. fiscal issues affect the dollar's credit, and central banks' de - dollarization gold purchases make gold more likely to rise.The Impact of U.S. Dollar Interest Rates and Re - inflationThe Rebound of the Real U.S. Dollar Interest Rate Restricts Gold Prices: A strong U.S. job market in
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2025-01-23
Japan's Likely Rate Hike: A 17-Year High That Could Shake the World?
Previews on BOJ MeetingAfter the July 24 rate hike, the yen appreciated to around 140, when a large number of yen hedging trades were closed out, and the entire Japanese stock $iShares JPX-Nikkei 400 ETF(JPXN)$ and U.S. stock $SPDR S&P 500 ETF Trust(SPY)$ marketshave all seen a significant wave of pullbacks.Just past the December meeting, the Bank of Japan kept its policy rate unchanged at 0.25% at its December meeting (with one dissenting vote), with hawkish member Naoki Tamura stating that upside risks to inflation were increasing and proposing a rate hike to 0.50%.In the post-meeting press conference, Governor Ueda's statement was borderline dovish, which also caused the yen exchange rate to retreat
TOPIncredible insights! Love your analysis! [Wow]
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2025-01-22
Qualcomm (QCOM): Bullish on Connecting the Future Beyond Smartphones
$Qualcomm(QCOM)$
TOPLooking forward to Qualcomm breaking out alongside other chip stocks this time.[Heart]
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2025-01-23
$PropNex(OYY.SI)$ Glad I kept this stock ，more upside
TOPCongratulations on your succeed trades. Great job on your latest stock market success! Your commitment to research and analysis is evident in your results. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.