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OguzO Capitalist
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2025-02-12

Here are the top 20 companies shaping data center value chain

Amazon, Microsoft, Meta and Google will spend $330 billion this year building data center infrastructure.Here are the top 20 companies shaping data center value chain:1. $NVIDIA(NVDA)$ -- Owner of the CUDA parallel programming platform and designer of the cutting edge GPUs.2. $Advanced Micro Devices(AMD)$ -- Leader in data CPUs, challenging NVIDIA's AI dominance through their MI300 accelerators and Infinity Architecture.3. $ARM Holdings(ARM)$ -- Designer of energy-efficient processor architectures licensed by chip makers. 4. $Broadcom(AVGO)$ -- Leading supplier of custom networking chips, storage controllers, and specializ
Here are the top 20 companies shaping data center value chain
TOPPing23: I think AMD is still not a buy a hold rating. It might get investment analysts buy ratings in early March. AMD stock may be a lucrative buy choice for customers for a long term investment.
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OguzO Capitalist
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2025-02-13

Here's top 5 small cap stocks in my watchlist

Small cap stocks outperformed the S&P 500 by more than 4% annually over the past century.Here's top 5 small cap stocks in my watchlist: 🧵1. $Hims & Hers Health Inc.(HIMS)$ Leader in telemedicine with 49% market share that goes up to 54% among newcomers.It's been compounding the revenue at 76% annually for the last 5 years. It still has +$120 billion untapped market opportunity in menopause, sleep, diabetes and cholesterol.- 5 year revenue CAGR: 76%- Forward P/E: 65Image2. $TransMedics Group, Inc.(TMDX)$ Manufacturer of the only FDA approved warm perfusion machines in the market.It's on track to reach 10,000 annual transplants by 2028. It declined more than 20% following the short report by Scorpio
Here's top 5 small cap stocks in my watchlist
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TigerNews_AU
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2025-02-14

ASX Weekly Review|Shares Reset Peak; Computershare Surges 21%; Cochlear Plunges 15%

Australian shares reset a record closing high on Friday, shrugging off fears around US reciprocal tariffs and a minor sell-off in Commonwealth Bank shares that hit the bourse.The S&P/ASX 200 index rose 0.2%, or 15.8 points, to 8555.80. The benchmark was up 0.5% this week and the Australian dollar notched a two-month high of US63.28¢ against the greenback.Local NewsAustralia's 50 Richest Now Control $243 Billion as Rinehart Tops List AgainThe combined wealth of Australia's 50 richest people has climbed nearly 10% to $243 billion in the past 12 months, Forbes said on Thursday, with mining magnate Gina Rinehart topping the list again.Forbes said technology executives capitalised on the sector's continued growth, while mining fortunes were bumpier in the last year due to falling commodity
ASX Weekly Review|Shares Reset Peak; Computershare Surges 21%; Cochlear Plunges 15%
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3.34K
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Shernice軒嬣 2000
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2025-02-14

Hims: The AI-Powered Healthcare Stock Redefining the Industry

Industry-Leading Growth & Innovation $Hims & Hers Health Inc.(HIMS)$  is not just another name in the telehealth space; it's a beacon of innovation and growth, boasting the fastest revenue growth in its sector. With a revenue surge to $401.6 million in Q3, up 77% year-over-year, Hims is on a trajectory that could see its value triple, if not more. This growth is underpinned by a unique business model: Direct-to-Consumer (DTC) Focus targeting Millennials & Gen Z. Specialized Services in telemedicine, weight loss, hair loss, skincare, sexual health, and mental health. One-Stop Healthcare solution with its online pharmacy, handling consultation to prescription fulfillment. Personalized Treatment using A
Hims: The AI-Powered Healthcare Stock Redefining the Industry
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Huizhong Cao
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2025-02-14
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2.64K
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Bobby Banana
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2025-02-14
$Tempus AI(TEM)$ should have invested this earlier But never too late if you see a potential stock like $Tempus AI(TEM)$ ! I believe this will keep going up this year as AI is driving the tech world! 
$Tempus AI(TEM)$ should have invested this earlier But never too late if you see a potential stock like $Tempus AI(TEM)$ ! I believe this will keep...
TOPSean_C: is it too late now? [Cry]
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TigerPM
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2025-02-12

Tiger Trade 9.3.0: New Features you should know

New Features you should know APP 【Hot】Trade Feed Super Disclosure Show more live trading information 【New】Some popular national market indexes online 【New】Added option analysis page 【New】The stock P&L page supports customizing the time range. 【New】Trailing Stop Limit order Desktop(Version 8.37.0) 【New】Demo accounts support Twap/Vwap/Iceberg order type 【New】HK stocks and options can be traded using Iceberg order 【New】SG market data can be displayed in merged mode Details APP 1【Hot】Trade Feed Super Disclosure Show more live trading information Trade Feed sharers who have opened Super Disclosure will show all orders, positions, yields and other live trading information for the last three months. 2.【New】Added option analysis page -path: Portfolio - Analysis - Securities - Option Analysis -
Tiger Trade 9.3.0: New Features you should know
TOPNiceOne: Dates in SG are displayed in DD-MM-YY. Tiger's date format can be any of the following. There is no standard at all and it is very confusing. Tiger really really really really REALLY needs a setting for date display format. YYYY-MM-DD MM-DD
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Vincent LS
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2025-02-12
$NVIDIA(NVDA)$  quite frankly, Nvidia chips are great for training. Market leader no doubt but the market needs are growing as fast. Inference is growing; now at 40% and will end up 80-90%. Inference can be done from the edge and lots of competitors out there.. margin will not be as great. DeepSeek shows it is worth penetrating CUDA to achieve better inference efficiency. And to add on, insider trading is selling the shares big time! 
$NVIDIA(NVDA)$ quite frankly, Nvidia chips are great for training. Market leader no doubt but the market needs are growing as fast. Inference is gr...
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SmoothTW
·
2025-02-12
🚀 $Archer Aviation Inc.(ACHR)$  x Anduril: A Game-Changing Defense Partnership & a Rare Retail Opportunity! Archer Aviation (NYSE: ACHR) just announced a major strategic partnership with Anduril Industries to develop hybrid VTOL military aircraft. This is huge—Anduril is a cutting-edge defense tech company backed by Peter Thiel, but it’s still private. This deal gives retail investors rare early exposure to Anduril’s growth before a potential IPO. 📈 Why this is BULLISH: • Defense $$$ Flowing In – U.S. DoD programs could be a massive revenue driver. • $430M Fresh Capital – Backed by Stellantis, United Airlines, and Abu Dhabi’s 2PointZero. • Archer Defense Launched – Led by a Lockheed/Sikorsky veteran to push military adoption. • Scalabilit
🚀 $Archer Aviation Inc.(ACHR)$ x Anduril: A Game-Changing Defense Partnership & a Rare Retail Opportunity! Archer Aviation (NYSE: ACHR) just announ...
TOPYONG11123: $Kratos Defense & Security Solutions(KTOS)$ also a similar stock?
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vuvence IX
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2025-02-13
Great informative article. China is good at playing the long game and their political structures suit a long game. Where as Trump only has 2 or 4 years depending on mid term elections. Did he need to impose tarrifs on China, he did need to show that he means business, so I guess he talked himself into it.

China: U.S Poking The Wrong Panda | Massive Warning Sent!

@Mickey082024
$Exxon Mobil(XOM)$ $Archer-Daniels Midland(ADM)$ $Nutrien Ltd.(NTR)$ $Occidental(OXY)$ $.SPX(.SPX)$ US Trade War Backfires Alright, Tiger—just as we discussed yesterday, China isn't going to take this lying down. We've now entered the true beginning of economic decoupling, marking the start of a financial crisis. Here’s the latest update. Trump has slapped an additional 10% tariff on Chinese imports entering the U.S., adding to the already sky-high tariffs from the initial trade war and Biden’s penalties. This brings total tariffs on electronics to a staggering 110%, solar panels to
China: U.S Poking The Wrong Panda | Massive Warning Sent!
Great informative article. China is good at playing the long game and their political structures suit a long game. Where as Trump only has 2 or 4 y...
TOPgogoooCn: US and CN market will both rise [Happy]
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AnaiAnai
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2025-02-13
$NIO Inc.(NIO)$ Nio last week Insurance Registrations number only 1100 units plus Onvo 370 units were the lowest in the record. Can Nio improve it with 5 years interest free promotion in Feb 2025 to attract new buyers? Why Nio last week so poor results was unknown. By right Onvo should be deliver 16k per month as promised by the Onvo President but now look like Onvo is facing much hurdle to fulfill 20k delivery in March 2025 alone. Tough competition really biting for all the EV makers started with new promotion to capture the market share. With BYD latest announcement will be even worst for the competitors to fight BYD dominance in EV segment. 
$NIO Inc.(NIO)$ Nio last week Insurance Registrations number only 1100 units plus Onvo 370 units were the lowest in the record. Can Nio improve it ...
TOPMeoooow: Nio is always behind the competitors, which is worrying. We'll know in the coming months. Nio really needs to capture market share. They need to be creative and lead in sales and not follow what others do when having poor sales. 🥜 🥜 🥜
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Fooca
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2025-02-13
$Alphabet(GOOGL)$  Reasons Why i am still bullish on Google (GOOGL) 1. Search & Ad Dominance – Controls 90% of search, leading in digital ads. 2. YouTube Growth – Strong ad revenue & rising YouTube Premium subscriptions. 3. Google Cloud Expansion – Profitable & gaining market share. 4. AI Leadership – Gemini AI integration boosts Search, Ads, and Cloud. 5. Strong Financials – High free cash flow, low debt, aggressive buybacks. 6. Android & Google Play – Massive global ecosystem with recurring revenue. 7. Diversified Revenue – Hardware, subscriptions (YouTube Premium, Google One). 8. Stock Buybacks & Potential Dividend – Reducing dilution, dividend possible. 9. Regulatory Risks Manageable – Fines
$Alphabet(GOOGL)$ Reasons Why i am still bullish on Google (GOOGL) 1. Search & Ad Dominance – Controls 90% of search, leading in digital ads. 2. Yo...
TOPStayClose: Sharing this good article about Google!
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Previ007
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2025-02-13
$NIO Inc.(NIO)$ I've been watching this stock for a while and while it seems like it's underperforming I think it's the best time to buy on the dip because EV is the future even though recent sales data is low it's understandable considering the Chinese market is usually slow around December in car sales... probably best to strike while the iron is hot... $4.10 is presenting a nice floor 
$NIO Inc.(NIO)$ I've been watching this stock for a while and while it seems like it's underperforming I think it's the best time to buy on the dip...
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Previ007
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2025-02-13
$NVIDIA(NVDA)$ while fears in government spending may be looming for the US as Elon Musk continues with the DOGE tasks... it's clear on one thing, maintaining the competitive advantage in AI remains a stable investment strategy and Elon will definitely be aligning with AI to ensure government efficiencies.  Bullish signals may be confirmed as support was shown at $120. 
$NVIDIA(NVDA)$ while fears in government spending may be looming for the US as Elon Musk continues with the DOGE tasks... it's clear on one thing, ...
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JLwc
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2025-02-14
$Strategy(MSTR)$  Defrauds us every day to buy 470,000 coins go home and watch? Boss brought more coins made more stock price falls.It will fall when coins fall and the market falls. It will fall when the coin rises and the market falls.Also fall when the coin falls and the market rises. It is a serious violation of common sense, shameless, and too perverted. I will not buy it in the future.
$Strategy(MSTR)$ Defrauds us every day to buy 470,000 coins go home and watch? Boss brought more coins made more stock price falls.It will fall whe...
TOPzen89: this is very difficult to position. because loan to much money to buy BTC. this stock only can long it. if u are short term. just cut losses. BTC crash his stock will crash too. he own or loan too much debts. it can be good or not is depends on BTC.
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