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2025-06-30
๐Ÿš€ $NVDA to $4 Trillion: Still a Buy at This Level? The AI kingpin $NVIDIA(NVDA)$   (Nvidia) is closing in on an astonishing $4 trillion market cap, sparking one of the hottest debates in the investing community: Can this tech juggernaut keep sprinting higher? Or is it time to cool off? For those of us who started accumulating below $100 โ€” I personally began building my position in mid-2020 around $95, right after the Mellanox acquisition started bearing fruit โ€” this moment is both validating and nerve-wracking. Let's dig into Nvidia's long-term potential and whether itโ€™s still a buy at this valuation. ๐Ÿง  Nvidia's Growth Story and AI Dominance Nvidiaโ€™s transformation from a gaming GPU company into a full-stac
๐Ÿš€ $NVDA to $4 Trillion: Still a Buy at This Level? The AI kingpin $NVIDIA(NVDA)$ (Nvidia) is closing in on an astonishing $4 trillion market cap, s...
TOPPorter Harry: Solid view! As growth cools, valuation will need stronger justification, but the AI moat is still holding firm. ๐Ÿ“ก
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2025-07-01
๐Ÿšจ $Palantir Technologies Inc.(PLTR)$   x $ACN: Hype Rally or Real Strategic Edge? After tumbling nearly 10%, $PLTR (Palantir) rebounded 5% following the announcement of a new strategic partnership with $ACN (Accenture). The market clearly reacted โ€” but the real question is: Is this a temporary bounce or a signal of durable, long-term upside? Letโ€™s break down the Palantirโ€“Accenture alliance and what it could mean for Palantirโ€™s government-focused business and overall stock performance. ๐Ÿค Partnership Summary: $PLTR Teams Up with $ACN Palantir and Accenture have joined forces to provide AI-enabled data solutions to U.S. federal agencies โ€” leveraging Palantirโ€™s platforms (likely Foundry or AIP) and Accenture Fe
๐Ÿšจ $Palantir Technologies Inc.(PLTR)$ x $ACN: Hype Rally or Real Strategic Edge? After tumbling nearly 10%, $PLTR (Palantir) rebounded 5% following ...
TOPKristina_: Love seeing PLTR double down on gov AI with real partners. This ACN deal could finally give it the scale itโ€™s been missing. Watching closely! ๐Ÿ”๐Ÿค–
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2025-07-01
$Tiger Brokers(TIGR)$   ๐Ÿง  H1 2025 in One Word: Discipline It wasn't the wild bull of 2020, nor the wreckage of 2022 โ€” but H1 2025 demanded something harder: discipline. Every breakout begged to be chased. Every rate pivot rumor stirred hope. But the winners weren't the fastest โ€” they were the most selective. โœ… My Best Trade: Staying Long $NVIDIA(NVDA)$   with Conviction Back in April, I added to my $NVDA position on the dip around $100, despite sentiment wobbling on AI saturation. The logic? EPS was solid, even if guidance was cautious Long-term demand for AI infrastructure was intact RSI reset to ~40 while fundamentals remained strong By late June, the stock
$Tiger Brokers(TIGR)$ ๐Ÿง  H1 2025 in One Word: Discipline It wasn't the wild bull of 2020, nor the wreckage of 2022 โ€” but H1 2025 demanded something ...
TOPKristina_: Totally feel this. Discipline is key, especially in tech. Still riding with NVDA tooโ€”AI infra isnโ€™t slowing down anytime soon. ๐Ÿ”‹๐Ÿš€
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Papu Trading
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2025-06-27
$BigBear.ai Holdings(BBAI)$  BBAI = Big Bull AI ?? HAHAH. Made a mistake last time selling Palantir at $8 a share. Will not make the same mistake for this one ๐Ÿ’–
$BigBear.ai Holdings(BBAI)$ BBAI = Big Bull AI ?? HAHAH. Made a mistake last time selling Palantir at $8 a share. Will not make the same mistake fo...
TOPJackQuant: Marvelous! Letโ€™s see the BBAI creating a new record high!๐Ÿš€๐Ÿ‚
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jerrying
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2025-06-27
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P.Dwayne
ยท
2025-06-27
$S&P 500(.SPX)$  Lets go for another run! Hope SPX holds 6150! ๐Ÿš€๐Ÿš€๐Ÿš€
$S&P 500(.SPX)$ Lets go for another run! Hope SPX holds 6150! ๐Ÿš€๐Ÿš€๐Ÿš€
TOPJackQuant: Letโ€™s wait for the SPX to create a higher top!๐Ÿš€
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MHh
ยท
2025-06-30
The first word that came to my mind was treacherous. I really have no idea when trump will slap tariffs and then say that a deal has been reached and then slap tariffs on the same country in other areas. There is also a constant fear of recession with his tariffs. Also, we do not know when rate cuts will come and whether they will meet market expectations. The market has been very volatile this year. The first word that I saw was savings and this is very true for me! I first started investing to protect my savings by ensuring my savings will not be eroded by inflation. Through the years, even though my income has increased, I try not to have a great lifestyle inflation[LOL]. I remain committed to saving a significant proportion of my income. So, my life and investment is all about saving
The first word that came to my mind was treacherous. I really have no idea when trump will slap tariffs and then say that a deal has been reached a...
TOPTiger_comments: Investing for saving! Letโ€™s go[Comfort][Comfort]
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Xaddy_Analyst
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2025-06-30

Circleโ€™s $200 Plunge: Grab the Dip or Short to Goldmanโ€™s $83?

Circle Internet Financial ( $Circle Internet Corp.(CRCL)$ ) has been a rollercoaster in June 2025, plummeting 33% from a peak of $298.99 to $200 after a 700%+ year-to-date (YTD) rally from its $31 IPO price on June 5. Goldman Sachsโ€™ recent initiation of coverage with a Neutral rating and an $83 price target, implying a 54% downside from $200, has sparked intense debate among investors. With a forward P/E of 307x, ARK Invest trimming $96.4 million in shares, and geopolitical tensions adding volatility, investors are grappling with whether Circle will dip below $100, if the $200 level is a buying opportunity, and what target price to aim for. This report explores Circleโ€™s valuation, Goldmanโ€™s bearish outlook, potential price targets, and strategic i
Circleโ€™s $200 Plunge: Grab the Dip or Short to Goldmanโ€™s $83?
TOPMortimer Arthur: Looking forward to price reach up to $300 positively. Great potential for growth
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ยท
2025-07-01
$Circle Internet Corp.(CRCL)$ $Coinbase Global, Inc.(COIN)$ $Robinhood(HOOD)$๐Ÿ’ธ๐Ÿ“Š๐Ÿšจ Gap or Glory? The $CRCL Playbook Around the $140 Gap Below๐Ÿšจ๐Ÿ“Š๐Ÿ’ธ๐Ÿช™ ๐Ÿ“ฐ Prelude Circle Internet Group ($CRCL) blasted 161 % higher out of its 5 Jun 25 IPO, topping at $298.99. After a sharp retreat to $184, Iโ€™m testing whether this is just a healthy breather in a bigger up-trend or the first crack in post-IPO price discovery. Iโ€™m blending fundamentals, technicals, and macro signals to navigate the next move with conviction. ๐Ÿ“Š Fundamental Engine: Growth and Valuation Circleโ€™s model rests on three core revenue drivers: interest earned on USDC reserves, programmable infrastructure APIs, and se
$Circle Internet Corp.(CRCL)$ $Coinbase Global, Inc.(COIN)$ $Robinhood(HOOD)$๐Ÿ’ธ๐Ÿ“Š๐Ÿšจ Gap or Glory? The $CRCL Playbook Around the $140 Gap Below๐Ÿšจ๐Ÿ“Š๐Ÿ’ธ๐Ÿช™ ๐Ÿ“ฐ P...
TOPHen Solo: โญ๐Ÿš€๐Ÿ’ผ The structure here is solid. Options flow plus anchored VWAP near $171 makes for a clean technical roadmap. Reminds me of the setup we saw on $PYPL before it reversed off the 50% retrace.
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kawaiiTiger
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2025-06-27
TOPJackQuant: Wow! I wonder when you bought in the PLTR.
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pinksocks
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2025-06-28
TOPJackQuant: Marvelous!๐Ÿ‚ Someone says BBAI will be the next PLTR, haha.
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2025-07-01
$Tesla Motors(TSLA)$ $Apple(AAPL)$ $Oracle(ORCL)$ ๐ŸŽ‰๐Ÿ“Š๐Ÿ’ฐ 53,632 Coins and Climbing, Markets Rhyme as Bulls Align ๐Ÿ’ฐ๐Ÿ“Š๐ŸŽ‰  @Daily_Discussion dropped me 40 more coins todayโฃ๏ธ That pushes my total to 53,632 and counting. Momentum stacks like a perfectly timed trade, Proof that discipline, data and rhyme get paid. The S&P 500 and Nasdaq closed at all-time highs, Capping their best quarter in over a year. Trade optimism and talk of rate cuts Helped buyers brush off macro fear. ๐Ÿ Apple reversed with a 2% climb, AI headlines revived the tape in time. Anthropic or OpenAI may soon power Siri, And bulls returned with

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Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:30 Jun]1.Here are the 4 Tigers whose post has the best quality & interaction yesterday: @nerdbull1669 @B
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$Tesla Motors(TSLA)$ $Apple(AAPL)$ $Oracle(ORCL)$ ๐ŸŽ‰๐Ÿ“Š๐Ÿ’ฐ 53,632 Coins and Climbing, Markets Rhyme as Bulls Align ๐Ÿ’ฐ๐Ÿ“Š๐ŸŽ‰ @Daily_Discussion dropped me 40 m...
TOPTui Jude: ๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ Thatโ€™s how itโ€™s done, pure finesse, Barcode climbs with chart queen chess ๐Ÿ“ˆ๐Ÿ“ˆ๐Ÿ“ˆ๐Ÿ“ˆ๐Ÿ’น๐Ÿ’น๐Ÿ’น๐Ÿ’น๐Ÿ’—
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Mickey082024
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2025-07-01

Goldman Sachs Circles $83 Price Target: Buy the Dip or Stay Cautious?

$Goldman Sachs(GS)$ Goldman Sachs recently issued a notable price target of $83 for Circle Internet Financial, the fintech firm behind the USDC stablecoin. While not yet public, Circle's potential IPO โ€” previously expected to debut in 2024 or early 2025 โ€” continues to generate buzz across Wall Street, especially amid mounting pressure on crypto-related assets and a shifting macro backdrop. But as digital asset sentiment cools and stablecoin competition intensifies, many investors are asking: is Goldmanโ€™s bullish $83 valuation grounded in fundamentals, or does it reflect misplaced optimism in a fading crypto hype cycle? Should investors be preparing to buy into the eventual IPO dip โ€” or remain skeptical of any post-listing rally? In this article, we
Goldman Sachs Circles $83 Price Target: Buy the Dip or Stay Cautious?
TOPblinky: Goldman's target seems optimistic given the current crypto landscape.
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2025-06-28
$GE Vernova Inc.(GEV)$ โš›๏ธ The nuclear energy chessboard just shifted. Price on $GEV has punched through 500, momentum is accelerating, and the grid upgrade narrative is finally catching fire. 28Jun25, ๐Ÿ‡ณ๐Ÿ‡ฟNZ Time โš›๏ธ๐Ÿš€๐Ÿ“Š $GEV Breakout: Sovereign Power Play Toward the Golden Ratio at $570.45 ๐Ÿ“Š๐Ÿš€โš›๏ธ ๐Ÿ”‹ Context and Catalysts AI data centres are triggering a structural power squeeze. Executive orders are now targeting grid connection delays and offering federal land to expand capacity. The White House will unveil its AI Action Plan on 23 July, with Trump expected to speak at a major AI and Energy event on 15 July. โ€ข Deloitte forecasts AI power demand to grow 30ร— by 2035 โ€ข Grid Strategies revised electricity demand forecasts 5ร— higher than 2022 baselines โ€ข Emer
$GE Vernova Inc.(GEV)$ โš›๏ธ The nuclear energy chessboard just shifted. Price on $GEV has punched through 500, momentum is accelerating, and the grid ...
TOPHen Solo: ๐ŸŒ ๐Ÿ’กโญ๏ธThat 503 support call is sharp. If price holds there, the measured move toward 566.23 could mirror how $NNE sprinted once fund ownership crossed 2 k. The macro backdrop you laid out gives the whole setup real staying power.
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TigerOptions
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2025-07-01

Why Lam Research (NASDAQ:โ€ฏLRCX) Is a Standout Semiconductor Play

I've noticed a flurry of institutional activity around LRCX: Vident Advisory boosted its stake by a whopping 971%, Vanguard by 893%, and other big names like FMR, Ameriprise, and Geode also stepped in during the latest quarter. That kind of backing from smart money suggests they see long-term valueโ€”potentially around next-gen chip equipment demand. Lam Research is one of just a few companies supplying critical wafer fabrication toolsโ€”etch, deposition, cleaningโ€”to leading-edge fabs ($Taiwan Semiconductor Manufacturing(TSM)$, $Samsung Electronics Co., Ltd.(SSNLF)$, $Intel(INTC)$). Their tech enables the smallest transistor nodes (3โ€ฏnm, 2โ€ฏnm, and beyond), which are
Why Lam Research (NASDAQ:โ€ฏLRCX) Is a Standout Semiconductor Play
TOPValerie Archibald: Given the current short-term trend, the stock is expected to rise 55.94% during the next 3 months and, with a 90% probability hold a price between $145.12and $152.69 at the end of this 3-month period. GLTA
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Sporeshare
ยท
2025-07-01
$UOB(U11.SI)$   Uob Bank - She is back to 36 dollars, looks rather interesting and hopefully it can rise up to test 36.30 than 37 and above! First Half results is near the corner! Dividend is coming! Nice! Pls dyodd. 17th May 2025: Uob bank - Chart wise, she had managed to trade above 35.12 and closed higher at 35.50, looks like this bullish momentum may continue to trend higher towards 36 than 36.30! Beyond 36.30, she may likely test 36.80 than 38.30. Pls dyodd. 12th May 2025: Yesterday Gapped up at 36.57 but wasn't able to hold and given back most of the gain, up 0.54 to close at 35.37. Price likely continue to rise up further towards 38 and above! Company bought back 300,000 share yesterday between 35.37 to 36.58. Pls dyodd. Uob bank - C
$UOB(U11.SI)$ Uob Bank - She is back to 36 dollars, looks rather interesting and hopefully it can rise up to test 36.30 than 37 and above! First Ha...
TOPJimmyHua: UOBโ€™s steady as ever. Strong support, upcoming dividend, and buybacks? Looks like a good hold into earnings season.๐Ÿ˜ƒ
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HMH
ยท
2025-07-01

Circle's $83 Reality Check from Goldman: A Generational Buy or a Prelude to a Crypto Winter?

The recent initial public offering of Circle Internet Group (CRCL), the issuer of the ubiquitous USDC stablecoin, has been nothing short of a spectacle. The stockโ€™s meteoric rise from its IPO price of $31 to nearly $300 in a matter of weeks had all the hallmarks of a market mania. Now, as the dust begins to settle and the quiet period for underwriters expires, Wall Streetโ€™s heavyweights are weighing in, and their discordant chorus of price targets has created a fascinating and perilous environment for investors. At the heart of this debate is Goldman Sachs' initiation of coverage with a seemingly bearish "Neutral" rating and an $83 price target, implying a staggering 54% downside from its recent trading levels. This has ignited a firestorm of discussion: is this a golden opportunity to buy
Circle's $83 Reality Check from Goldman: A Generational Buy or a Prelude to a Crypto Winter?
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AAT10
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2025-06-28
$GOOGL 20250801 155.0 PUT$ I have mixed feelings for Google. Been trying to buy it back but never successful so tried this $155 Put but don't think can get it when it expires. ๐Ÿ™
$GOOGL 20250801 155.0 PUT$ I have mixed feelings for Google. Been trying to buy it back but never successful so tried this $155 Put but don't think...
TOPJackQuant: Although you canโ€™t get it, you still can get the premium from selling put.๐Ÿ‚
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CKF68
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2025-06-28
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