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2025-05-19
Tiger Weekly Insights: 2025/05/05—2025/05/11
I. Performance and Valuation of Global Equity Indices II. Key Market Themes i. China–U.S. Talks Exceed Expectations — What’s Next? Last week brought positive developments in U.S. tariff negotiations. Midweek, the U.S. and U.K. formally announced a trade agreement. Though still a broad framework, it marks the first bilateral deal signed under Trump’s new tariff regime. In essence, the U.S. will maintain a minimum 10% tariff while offering sector-specific relief on steel, aluminum, and automobiles. In return, the U.K. agreed to lower its average tariff on U.S. goods from 5.1% to 1.8%, expand market access for ethanol, beef, and fruit, and purchase an additional $10 billion in Boeing aircraft. While the agreement lacks granular detail, it does clarify several important takeawa
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2025-05-19
And Now, Back To Our Regularly Scheduled Programming: Yields are surging again following the Moody’s downgrade on Friday. The 10Y note yield is nearing the 4.50%-4.60% area that we have seen the Trump Administration react to many times. Trade deals, recession worries, lower inflation, and slowing GDP all can’t get lower yields. Meanwhile, Fed Chair Powell remains adamant on not cutting rates. Powell may now be one of the most powerful people in the world. What will it take?
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2025-05-19
Was There A "Dead Cat Bounce" On Rivian Automotive (RIVN) Post Earnings?
$Rivian Automotive, Inc.(RIVN)$ announced production and delivery totals for the quarter ending March 31, 2025. The company produced 14,611 vehicles at its manufacturing facility in Normal, Illinois and delivered 8,640 vehicles during the same period. As discussed on its last earnings call, production and delivery results for the quarter are in line with Rivian's outlook of approximately 14,000 vehicles produced and approximately 8,000 vehicles delivered. Rivian is also reaffirming its 2025 delivery range guidance of 46,000 to 51,000 vehicles. Rivian Recent Stock Performance Rivian's stock has experienced significant volatility since its IPO. It reached an all-time low in April 2024 and has since shown some upward movement. The stock has seen a no
TOPVenus Reade: Rivian will be $79 IPO end of this year
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2025-05-19
🚀 May 12 —— May 16 Leaderboard: Top Traders & Market Highlights!
Last week (May 12–16), global equity markets broadly rallied on hopes for sustained trade de-escalation and solid economic data, though pockets of caution emerged amid mixed corporate earnings and regional headwinds.🥰U.S. MarketsU.S. stocks extended their rebound from early-month tariff fears, with $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ each posting gains for the sixth straight week and the Dow rising comfortably above 34,000. Investor sentiment was buoyed by a 90-day U.S.–China tariff truce and cooler-than-expected April inflation, which together drove strong inflows into equity funds for the first time in five weeks—$12.9 billion net bought—especially into large-caps an
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2025-05-19
$XIAOMI-W(01810)$ Recently, a policy of "Implementation Opinions on Accelerating the High-quality Development of Science and Technology Services" was issued, which is obviously particularly beneficial to technology innovation companies such as Xiaomi. Xiaomi's layout in the chip field is becoming more and more solid, especially the "Xuanjie" chip with 3nm process, which represents the strong momentum of domestic substitution. With the continuous advancement of domestic chip technology, Xiaomi is expected to become a key force leading the next wave of appreciation of Chinese technology assets.
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2025-05-19
$J&T EXPRESS-W(01519)$ I really admire Jitu, which has seized the wave of consumption dividends in Southeast Asia, and its business volume has skyrocketed. Recently, the company has also been repurchasing shares, one after another, and it is full of confidence! At this time, I will not toss and turn, and I will just hold my position and wait for the market to adjust the price up. To be honest, I have patience for this stock, and the more I look at it, the more it looks like an undervalued potential stock.
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2025-05-19
$Zai Lab Ltd(ZLAB)$ Among the biotech companies with a market value of 10-30 billion, if I were to say which one is the best at raising funds and the most favored by the capital market, I think it must be Zai Lab. The company has ample cash on its account, which is the result of sufficient financing in the "good years". The dual listing of A+H is itself a reflection of its strength, which shows that it is not a one-time deal, but the kind that can be bought by people in multiple rounds of financing. With Mr. Du's golden signboard, foreign capital really recognizes it. If you say that biotech wants to survive for a long time, financing is the lifeblood. Zai Lab is the best at "playing with money", understands the market, can communicate, and is nev
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2025-05-19
$TRIP.COM-S(09961)$ Recently, visa-free countries have been added one after another, and the popularity of outbound travel has obviously returned. If the Schengen area is also opened up one day, Ctrip will really be a sea of stars, and the end of the universe will be just a glance! To be honest, this company is quite stylish. It is stable when it should be stable, and it is not ambiguous when it should pay dividends. It pays dividends when the stock price is strong, and it really understands the hearts of shareholders. Next, it depends on who realizes first that this is not just a tourism stock, but a tourism gold aircraft carrier.
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2025-05-19
$EAST BUY(01797)$ In fact, it is obvious that the company EAST BUY has been getting better. I started paying attention to it half a year ago, and watched it go from chaotic groping to slowly finding the right rhythm. Many changes are actually silent, but they are all heading in the right direction. Don't make a fuss, don't be impatient, and make the live broadcast content more textured, build an ecosystem of experts, and find the way for the video account little by little... These things may not look amazing on the surface, but they are really critical in the long run. To be honest, after watching it for half a year, I have become more and more down-to-earth. I don't care whether the market loves it in the short term or not, I look at the long te
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2025-05-19
$MIXUE GROUP(02097)$ I went to Malaysia and Bangkok last week and saw that there were so many Mixue stores. The queues were all the way to the door! I was a little excited at the time. Isn't this the Mixue Group that I hold heavily? I didn't expect that it would go overseas so fast. It opened stores right under my nose. With a steady pace of going overseas and strong brand recognition, this "cost-effectiveness + IP" strategy is also popular overseas. More importantly, $HSI(HSI)$ is now subject to review and adjustment. There is a high probability that a large-scale and representative consumer stock like Mixue will be included in the index, and it will not be a dream to enter the Hong Kong Stock Connect in
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2025-05-19
$Starry Group Holdings, Inc.(STRY)$ Brothers, have you used the Cash Boost Account of Tiger Brokers? I tried it this time and didn’t expect it to be so easy to use and it is real, not a scam. It seems I can’t live without it in the future, hahaha.
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2025-05-19
$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ NVIDIA $NVIDIA(NVDA)$ CEO Jensen Huang stated that the company is reassessing its strategy in China after U.S. export restrictions on Hopper-based H20 chips. NVIDIA won’t release new Hopper chips going forward. In the near term, its data center revenue is expected to decline by 8%-9%. But this isn't just a headwind，it could be a catalyst for China's domestic semiconductor industry. Rising trade tensions are accelerating the push for self-sufficiency in AI computing infrastructure.
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2025-05-19
$VanEck Junior Gold Miners ETF(GDXJ)$ After posting its biggest weekly drop in six months, gold is making a strong comeback. Why? Rising concerns about the U.S. economy and ballooning budget deficits are driving renewed demand for safe-haven assets. While the U.S. still has solid economic and financial fundamentals, they’re no longer enough to fully offset the deterioration in fiscal indicators. Over the long term, Trump-era policies and the global trend toward diversifying away from USD-denominated assets are creating a structural tailwind for gold. Bottom line: Don’t be surprised if gold sets new all-time highs in the coming years. The setup is already in motion.
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2025-05-19
$IONQ Inc.(IONQ)$ Among all the small quantum computing players, IonQ is the one I’m most bullish on. They’re not just doing hardware，they’re also building their own software stack, aiming to tackle real-world complex computing problems. And here’s the kicker: IonQ is financially solid. Zero debt, $360 million in cash on hand，that’s a rare combo for a frontier tech company. In December 2024 alone, the stock jumped 52%, and it’s up nearly 300% year-to-date. You can’t ignore that. Last quarter revenue was $12.4 million，not huge, but solid for a company still at the cutting edge. Several analysts have already called IonQ the most compelling among all the quantum stocks out there. It’s not hype，IonQ has real fundamentals, strong positioning, and serio
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2025-05-19
$Strategy(MSTR)$ BTC looks like it’s about to blast off，final wave of the major rally incoming. And MicroStrategy (MSTR)? It’s right behind, riding shotgun. If you believe in BTC, MSTR is basically BTC on leverage. I see MSTR as a volatility amplifier. When BTC moves, MSTR jumps. No joke. It’s the perfect momentum play when Bitcoin enters breakout mode.
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2025-05-19
$UnitedHealth(UNH)$ The U.S. biotech and healthcare sector is hands down the most undervalued play in the market right now. As of May 2025, the sector's P/E is just 24x，sitting at the 12th percentile over the past 5 years. That’s bargain basement levels. Especially after the massive selloff in UnitedHealth, the entire sector got dragged down with it. The valuations are insanely cheap. And now Trump is back, throwing verbal bombs at Big Pharma，volatility is about to go through the roof. But guess what? Where others see fear, I see opportunity. This is the perfect time to buy the dip.
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2025-05-19
📈 Weekly Top Insiders Buys:UNH, HUM, CHD, VTRS & CMI
Hi Tigers~ The following are the most bought stocks by insiders in the past week.Data source: Bloomberg, data cutoff date: May 16th, 2025.Read more>> 👇🤔Weekly Top 20 Insider Sells:DHR, HWM, SMCI, TDG, COIN, JPM & More$UnitedHealth(UNH)$ YTD 2025 -42.29%$Humana(HUM)$ YTD 2025 -6.21%$Church & Dwight(CHD)$ YTD 2025 -8.49%$Viatris Inc.(VTRS)$ YTD 2025 -29.00%$Cummins(CMI)$ YTD 2025 -4.05%$International Flavors & Fragrances(IFF)$ YTD 2025-8.08%
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2025-05-19
$GraniteShares 2x Long COIN Daily ETF(CONL)$ I just picked up $T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ and CONL, and I’m not worried about crypto at all. Bitcoin has reclaimed the 100K mark and keeps holding that support, so it’s ready to take off again. Unless every altcoin goes to zero, these two leveraged ETFs are perfect for riding the swings over the mid to long term，easy and exhilarating!
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2025-05-19
$Quantumscape Corp.(QS)$ Who is JB Straubel? He is one of the fathers of $Tesla Motors(TSLA)$ 's battery. He is now on the board of QS. If Volkswagen makes achievements in solid-state batteries first, Tesla will definitely not sit idly by. JB has status in both parties, and he may have helped to make connections. The cooperation between Tesla and QS may be quietly advancing.
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2025-05-19
💰 New Alpha | Insurance stocks surge: PGR/ALL/CB
💰 Last week, U.S. stocks have staged a strong rebound, and economic data this week may cause fluctuations.💹 $Progressive(PGR)$/$Allstate(ALL)$/$Chubb(CB)$: The insurance sector has regained favor.📣 Stay tuned, supercharge purchasing power through CashBoost!Last week, F03 surged over 13%. Congratulations to our readers.| Insurance stocks surgeIn May 2025, the U.S. stock market welcomed the IPOs of $Aspen Insurance Holdings Ltd.(AHL)$ and $American Integrity Insurance Group, Inc.(AII)$ , drawing attention to the insurance sector.After facing macroeconomic uncertainties and interest rate