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TigerEvents
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2025-08-05

[Events] FLY Is Going Public — Guess the Closing Price and Win 888 Tiger Coins! 🚀

A new space IPO is ready to launch! 🚀🚀 This Thursday, $Firefly Aerospace Inc.(FLY)$ will make its public debut on the NASDAQ. The Texas-based space company is known for building rockets and lunar landers and has worked with NASA, the U.S. Space Force, and major defense contractors.🚀🚀Its IPO price range was just raised to $41–$43, which puts Firefly’s valuation over $6 billion. So here’s the question: Where will FLY close on its first day of trading? Make your prediction and you could win a share of 888 Tiger Coins.About FireflyFounded in 2017, Firefly designs and manufactures small- and medium-lift rockets, spacecraft, and landers.Its Alpha rocket supports rapid satellite launches, and its Blue Ghost lander recently completed a successful lunar mis
[Events] FLY Is Going Public — Guess the Closing Price and Win 888 Tiger Coins! 🚀
TOPBarcode: $Firefly Aerospace Inc.(FLY)$ $Rocket Lab USA, Inc.(RKLB)$ $Figma(FIG)$ 🚀🌕 Firefly Aerospace ($FLY) IPO: The SpaceX Slayer or Overhyped Starship? 🌕🚀 Will $FLY ignite the market on August 7? Firefly Aerospace ($FLY) blasts onto the NASDAQ on 07Aug25, with a red-hot $41–$43 IPO range that pegs its valuation at $6.04B. I’m utterly enthralled by Firefly’s mission to revolutionize rapid-response space access, but will it soar past SpaceX’s shadow or crash on debut? The social media heat is supernova-level; I’ve combusted through every datapoint to deliver a platinum-grade breakdown that outshines every AI entry in orbit. 🌑 Lunar legend: Firefly’s cosmic edge Since 2017, Firefly has carved a niche in small- to medium-lift launch and lunar lander missions, outpacing peers on ambition and tech. • Moonshot milestone: Firefly’s Blue Ghost lander aced a soft lunar landing in Mar25, becoming the first commercial craft to do so. That win secured a $93M NASA contract and cemented trust with defense contractors. • Rocket-fueled growth: Q1 2025 revenue reached $55.9M, a staggering +572% YoY, with a $1.1B contract backlog from NASA, the U.S. Space Force, and Northrop Grumman. • Tech differentiators: The Alpha rocket offers 24-hour launch readiness, ideal for tactical and emergency payloads. The upcoming Elytra orbital platform positions Firefly in the reusable infrastructure game; it could rival Rocket Lab’s Photon or even SpaceX’s Starlink-ready platforms. Still, risks are real. Firefly posted a $60.1M net loss in Q1, carries $136.1M in debt, and pays a high 13.87% interest rate. Its April 2025 Alpha rocket failure raised execution concerns, especially among institutional players with long memories. 📡 Space race frenzy: hype meets tailwinds The $1.8T space economy projected by 2035 (McKinsey) forms the backdrop, but Firefly’s buzz is distinct. • IPO fever: Firefly’s price range was raised from $35–$39 to $41–$43 after a 3× oversubscribed bookbuild, with $696.6M in gross proceeds. That signals institutional hunger. • Social proof: #FireflyIPO is trending. A fintech influencer posted: “$FLY is Rocket Lab 2.0 with lunar sauce. I’m loading.” Another wrote: “This feels like Figma before its 250% explosion.” Even skeptics admit the Blue Ghost win adds undeniable intrigue. • Geopolitical catalyst: Firefly’s alignment with the $175B Golden Dome program, U.S. Space Force initiatives, and Lockheed Martin defense plays gives it outsized relevance in today’s multipolar space race. 🆚 Peer showdown: Firefly vs Rocket Lab Rocket Lab ($RKLB), which IPO’d in 2021 at a $4.8B valuation, has since completed over 50 launches with a 95% success rate. In comparison, Firefly enters the public markets at $6.04B, with just seven total launches under its belt, one of which failed in April 2025. Rocket Lab posted Q1 revenue of $92.8M (+70% YoY), versus Firefly’s $55.9M (+572% YoY), and holds a similar backlog near $1B. While Rocket Lab holds the edge in launch cadence and reliability, Firefly’s diversified product roadmap, faster revenue acceleration, and Blue Ghost’s lunar success provide narrative alpha. One trader summed it up: “$RKLB has proven chops, $FLY has unproven torque. I’m waiting for orbit confirmation.” 📈 Day-one thrust: decoding the pop Hot tech IPOs with tight floats and high engagement often surge 20–30% on debut. Firefly’s fundamentals plus social momentum place it squarely in this window. • At $43, Firefly is valued at a ~30× price-to-sales multiple; this is notably lower than Rocket Lab’s ~40× at IPO, giving bulls something to justify. • Voyager Space’s +22% IPO pop in Jun25 offers a conservative benchmark, but Firefly’s Moon success and 3× oversubscription point to more upside. • With only ~10% of shares floating and enormous retail chatter, I see a realistic squeeze scenario into the high $40s or low $50s. My call: $FLY closes at $51 on 07Aug25. That’s an 18.6% pop from the $43 top-end, driven by execution optimism and macro momentum, but held in check by balance sheet gravity. 🧠 Strategic play: how I’m trading Firefly I’m buying at open only if $45 holds on the first 15-minute candle. • Take-profit zone: $48–$53 • Stop-loss: $40 flat • Conviction: Short-term flip. I’ll reassess for a swing if Q3 earnings show margin leverage or backlog conversion momentum. This is not a blind moonshot; it’s a high-thrust, risk-calibrated trade. If it stalls on launch, I’d rather eject early and wait for re-entry on fundamentals. What’s your whole-number prediction for $FLY’s closing price on 07Aug25? Drop your forecast below to enter the 888 Tiger Coins challenge, and let’s see who calls orbital altitude with precision. Sis, don’t just orbit from afar lah. Come join me in this event. The launchpad is lit, momentum is building, and the Tiger Coins are ripe for the taking. You in, or still floating can can? 🚀😏 @SPACE ROCKET 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @TigerEvents @Tiger_comments @TigerStars @TigerWire @TigerPicks
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General
著名垃圾級基金經理
·
2025-08-01
$SOFI 20250801 22.0 PUT$ 把握SoFi配股回調機遇!SOFI.O早盤跌4.2%至21.46美元,隔夜以20.85美元發行7190萬股募資15億,較前一日折讓6.9%。雖股價短期承壓,但公司剛發超預期二季報,收費營收增72%並上調年度預期。Stephens分析師指出,募資符合指數調整條件,8月1日或迎270萬被動需求。趁回調佈局,兼顧業績韌性與潛在資金流入,機會值得關注!
SOFI PUT
07-31 23:58
US20250801 22.0
SidePrice | FilledRealized P&L
Sell
Open
0.08
3Lot(s)
--
Closed
SoFi Technologies Inc.
$SOFI 20250801 22.0 PUT$ 把握SoFi配股回調機遇!SOFI.O早盤跌4.2%至21.46美元,隔夜以20.85美元發行7190萬股募資15億,較前一日折讓6.9%。雖股價短期承壓,但公司剛發超預期二季報,收費營收增72%並上調年度預期。Stephens分析師指出,募資...
TOPKristina_: Opportunity to enter the market when stock prices fall, raising annual expectations, now at attractive prices
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2.21K
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Terra_Incognita
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2025-08-05
$META 20250822 700.0 PUT$ META: collect $225 (0.3%) premium on this cash secured put with strike at $700 Contract expires in 3 weeks on 22nd Aug. Sold with intend to accumulate shares so the strike was lower and premium wasn't great.  META had a great earning read last Thurs 31st July and now still trades back at those levels after closing at $776.37.  Had losing net short positions on META so this sold put is attempt to buy back. Note to self, don't bet against the company I myself had been using everyday 😅
META PUT
08-04 22:41
US20250822 700.0
SidePrice | FilledRealized P&L
Sell
Open
2.55
1Lot(s)
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Closed
Meta Platforms, Inc.
$META 20250822 700.0 PUT$ META: collect $225 (0.3%) premium on this cash secured put with strike at $700 Contract expires in 3 weeks on 22nd Aug. S...
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12.83K
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MillionaireTiger
·
2025-08-05

Did You Miss Reddit’s 33% Rally—Or Are You Just Getting Started?

RDDT has been on fire—rising 3 days straight since earnings and up over 33% in just a week! It’s still got room to climb before retesting its all-time high.WallStreetBets fam, did you ride the wave?🎉 Huge congrats to @anyhowly for earning $1,070 returns by selling $Reddit(RDDT)$ PUT.🎉 Huge congrats to @pinksocks for securing 97.89% returns selling $Reddit(RDDT)$ PUT.Reddit smashed Q2 expectations:Revenue: $500M vs. $426M est. (+17%)EPS: $0.45 vs. $0.19 est.Ad revenue: +84% YoYARPU: +47% YoY to $4.53Strong ad pricing and growing impressions drove the beat. As CFO Andrew Vollero put it:"We're delive
Did You Miss Reddit’s 33% Rally—Or Are You Just Getting Started?
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2.50K
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Selling For Premium
·
2025-08-05

Option Strategies: HIMS, PLTR& NVTS

Hello everyone! Today i want to share some option strategies with you!1.Wrote these naked calls on $Navitas Semiconductor Corp(NVTS)$ for earnings. Took the 12.5 call strike. Should have taken a lower call strike for more premium, but was too chicken. Did not write any puts.Flat earnings for the remainder of 2025, but lots of "business opportunities" projected in 2026 and 2027. Will be adding shares via cash-secured puts.Image2.Took profit on the put-write trades on $Hims & Hers Health Inc.(HIMS)$ and $Palantir Technologies Inc.(PLTR)$ that we took on Friday. Still gonna play both for earnings. Got back into the trade at higher strikes but at much less contra
Option Strategies: HIMS, PLTR& NVTS
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1.82K
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EliteOptionsTrader
·
2025-08-05

TRADE PLAN for Tuesday 📈

Hello everyone! Today i want to share some option strategies with you! $S&P 500(.SPX)$ strong bounce today after the gap up to 6270+, IF SPX can reclaim 6334 it'll set up for 6400 again. The price action can start to look more bearish under 6300 this week. SPX 6360C is best above 6334 as a lotto tomorrow. $NVIDIA(NVDA)$ through 180 can test 184 this week. $AMD has earnings after hours tomorrow. Let's see if NVDA can run to 184 by Friday.NVDA 182.5C can work above 180 $Strategy(MSTR)$ setting up for 400 test if $BTC can move back above 116k this week. MSTR 400C best above 390The market has proven to be resilient, we saw a 2 day sell off last week and
TRADE PLAN for Tuesday 📈
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1.89K
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EliteOptionsTrader
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2025-08-05

OKLO All Roads Lead to $100 Next 📈

$Oklo Inc.(OKLO)$ When I first mentioned OKLO we were trading near the $23 level. It seemed like a pipe dream when I mentioned my price target of $100. As it stands now, we have been consolidating under the 80 level for a couple of weeks. We retested 50 on a pullback but held. If we can break above 83 we can see a move to 100 next. Its very possible this hits 150 by mid-2026. Recent DevelopmentsNRC Greenlight (Jul '25): NRC found no major gaps in Oklo's COLA prep. Full application coming soon.Builder Secured: Kiewit to construct first Aurora reactor. Ops expected by 2028.Air Force Deal: 75MW Aurora to power Eielson AFB under long-term PPA.KHNP Partnership: MOU signed with Korea Hydro to scale Aurora globally.Upsized Reactor: Aurora expanded to 75M
OKLO All Roads Lead to $100 Next 📈
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23.92K
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Tiger_CashBoostAccount
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2025-08-05

🎉CBA Trader Interview: Retire by 50? Sandra’s Investment Journey Toward Financial Freedom

Hello Tigers,In this article, allow us to introduce  @Kitty11, a cash boost account trader, and her in-depth investment journey. We hope her story and experiences can resonate with you.1. Personal Information Q&AWhat’s your name, career, and how long have you been involved in investing?My name is Sandra, and I’m a technopreneur with a strong background in business and innovation. I’ve been actively involved in investing for around 20 years, constantly exploring ways to grow wealth through the markets.What’s your investing background? (Motivation, experience & knowledge accumulation)I’ve always been curious about how money works and how to grow it beyond a regular income. The idea of passive income really appealed to me, so
🎉CBA Trader Interview: Retire by 50? Sandra’s Investment Journey Toward Financial Freedom
TOPKK2021: U make a lot of good decisions..nice to share to others.
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2.86K
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ShayBoloor
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2025-08-05

THE FUTURE OF WAR IS AUTONOMOUS MACHINES AND CYBER INFRASTRUCTURE

Drones are getting all the attention -- but cybersecurity will be just as critical in the next phase of defense-tech.That’s exactly why we created the Futurum Cyber Seven: 1. $Microsoft(MSFT)$ 2. $CrowdStrike Holdings, Inc.(CRWD)$ 3. $Palo Alto Networks(PANW)$ 4. $Zscaler Inc.(ZS)$ 5. $Rubrik Inc.(RBRK)$ 6. $Cisco(CSCO)$ 7. $CyberArk(CYBR)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade
THE FUTURE OF WAR IS AUTONOMOUS MACHINES AND CYBER INFRASTRUCTURE
TOPZhongRenChun: militarization of AI is extremely foolish and will lead to extinction.
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Jake_Wujastyk
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2025-08-05

IWM, BABA& ONDS Enjoy Great Recovery Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Ondas Holdings Inc.(ONDS)$ Volume shelf turned massive launch pad today. Very possible we are going to $3+ this round.Image2. $Alibaba(BABA)$ Absolutely nothing has changed here. This should be over $140 by October if the move is anything like Numero Uno.Image3. $iShares 20+ Year Treasury Bond ETF(TLT)$ Could this potential descending triangle breakout be the fuel to rip small caps $iShares Russell 2000 ETF(IWM)$ to new all-time highs?ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000
IWM, BABA& ONDS Enjoy Great Recovery Here!
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14.08K
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MillionaireTiger
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2025-08-05

🎉Let's See Who Got the Rewards in the New P&L Sharing Activity.

Sincerely, thank all tigers for their active participation. And according to the rules of this new activity, it's time to announce the weekly winners! The vouchers and tiger coins will be given out this week. Please check your account. $Palantir Technologies Inc.(PLTR)$ $Coinbase Global, Inc.(COIN)$ $SoFi Technologies Inc.(SOFI)$ $Advanced Micro Devices(AMD)$Firstly, congratulations to these tigers who share the most P&L(%).💰 P&L Ratio Rewards​​ @nerdbull1669​Congrats on earning 813.29% returns on PLTR​$10 voucher​
🎉Let's See Who Got the Rewards in the New P&L Sharing Activity.
TOPKristina_: Big congrats to the winners! PLTR really showing the power of patience and tech momentum. Count me in for this week’s challenge! 🚀
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1.81K
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TrendSpider
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2025-08-05

UNH, AEO, PLTR& WMT Welcome Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you!1. $Wal-Mart(WMT)$ Peek-a-boo. 🙈🙉Image2. $Palantir Technologies Inc.(PLTR)$ Stay off the tracks when the trains coming through.🚂Image3.President Trump shouts out $American Eagle Outfitters(AEO)$ and the Sydney Sweeney campaign.The stock is up 20% on the day.What part of the cycle is this? 🦅Image4.Someone get Sydney Sweeney on the phone... $UnitedHealth(UNH)$ need a partnership ASAP. 🆘ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stoc
UNH, AEO, PLTR& WMT Welcome Great Upward Momentum!
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1.55K
Hot
Barcode
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2025-08-05
$Global X MSCI Greece ETF(GREK)$ $iShares MSCI Austria ETF(EWO)$ $iShares MSCI Poland ETF(EPOL)$ 🌏🌍📊 Europe’s stock market rally is real, and here’s how I’m trading it I’m seeing serious alpha rotation out of U.S. tech and into Eastern and Southern Europe. Between December 2024 and July 2025, S&P Global data shows a huge divergence in global equity performance; European indices have surged ahead of the pack. I’m watching Poland’s WIG index, which soared +52.1%. Traders can access this through $EPOL (iShares MSCI Poland ETF), which offers exposure to top financials, energy, and retail names like PKN Orlen and Dino Polska. It’s benefited from FX tailwinds, rate
$Global X MSCI Greece ETF(GREK)$ $iShares MSCI Austria ETF(EWO)$ $iShares MSCI Poland ETF(EPOL)$ 🌏🌍📊 Europe’s stock market rally is real, and here’...
TOPAthena Spenser: Europe’s on fire! Dumping U.S. tech.EPOL and GREK, here I come!
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2.37K
Hot
Barcode
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2025-08-05
$Amazon.com(AMZN)$ 📊 Amazon’s Service Revenue Reaches Escape Velocity, Outpaces Product Sales by 38% in Q2 2025 In the twelve months ending Q2 2025, Amazon’s service revenue hit $388.0B, now 37.6% higher than product revenue at $282.0B. This divergence is not short term, it reflects a decade-plus shift in structural growth composition. Since 2010, services have compounded at 38.6% CAGR, scaling from $3.4B to $388.0B. In contrast, product sales rose at a 16.5% CAGR, from $30.8B to $282.0B. The crossover happened in 2022, but the gap has since accelerated. This inflection reshapes Amazon’s valuation logic. The business has pivoted from a logistics-heavy retailer to a high-margin services powerhouse, led by AWS, advertising, and subscription ecosyste
$Amazon.com(AMZN)$ 📊 Amazon’s Service Revenue Reaches Escape Velocity, Outpaces Product Sales by 38% in Q2 2025 In the twelve months ending Q2 2025...
TOPCool Cat Winston: This breakdown in Amazon’s price action is such a clean example of how the market reprices margin narratives. The service shift is long-term bullish, but you nailed it with that $241.33 level. Until we reclaim the mid-220s, the Fib ceiling holds. Reminds me of what we saw in $GOOGL post-ads reset.
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TigerOptions
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2025-08-05

Why ServiceNow Can Bounce Back

I believe $ServiceNow(NOW)$ offers one of the clearest “AI × workflow” investment stories in enterprise software today. Here’s my deep-dive from the latest Q2 results through market positioning, technicals, valuation, and risks. Q2 2025: Proof of AI-Driven Growth When ServiceNow reported Q2 2025 results on July 23, I saw three numbers jump off the page: Revenue: $3.22 billion, up 22.5% YoY (consensus $3.12 B) Subscription revenue: $3.11 B, +22.5% YoY Adjusted EPS: $4.09 (beat by $0.52) Beyond the beat, I’m struck by the 30% growth in customers with >$20 million ARR and the 50% sequential jump in AI-related deals that CEO Bill McDermott highlighted. Those metrics tell me ServiceNow is more than a workflow automation play, it’s morphing into an AI
Why ServiceNow Can Bounce Back
TOPEnid Bertha: This stock is just getting hit after hit day after day and I thought I invested in a solid company!!!
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6.89K
Hot
Barcode
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2025-08-05
$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%
$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 8...
TOPCool Cat Winston: The Microsoft breakout above its 2024 high really underscores the institutional confirmation you mentioned. I hadn’t realized Azure growth was still tracking that strong at 34%. That MACD trend continuation on the weekly gives me even more conviction in the broader tech strength thesis.
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4.49K
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Tiger_Earnings
·
2025-08-05

[Stock Prediction] How will AMD close 06/08 following their earnings?

$Advanced Micro Devices(AMD)$ has had a strong year, with the stock up 46% YTD. Now all eyes are on its Q2 earnings, coming after the close on August 5 (ET). Can AMD keep the momentum going — or will the numbers disappoint?📊 Wall Street expects:Revenue: $7.42B (+27% YoY)EPS: $0.49 (–29% YoY)📌 What to WatchAMD’s data center business — key to its AI future — is facing short-term issues. MI300 chip shipments were delayed, and some big customers cut orders. That could hurt Q2 numbers. But longer term, AMD is pushing ahead with its MI350 and upcoming MI400 chips.The company also faced export restrictions for AI chips in some Asia-Pacific regions. That may reduce Q2 revenue by as much as $700 million. But AMD says license approvals are in progress, which
[Stock Prediction] How will AMD close 06/08 following their earnings?
TOPBarcode: $Advanced Micro Devices(AMD)$ 🔥🚀📈 AMD earnings: short-term noise or long-term AI supremacy? 📈🚀🔥 🧠 Technicals signal strength ahead of the print I’m extremely confident that AMD’s Q2 earnings on 05Aug25 could redefine its AI trajectory. The 4H chart shows a textbook bullish continuation: AMD closed at $179.98 (+2.96%), reclaiming the upper Keltner band and stabilising above the 13/21/34 EMAs. Bollinger midline support and a clean bounce off the $172 zone confirm structural integrity. RSI holds above 60, MACD trends remain bullish, and momentum flow is rising. If we push past $183–$188 resistance, we could target $192.60, then $210 post-earnings. Downside invalidation sits near the 55 EMA around $164. ⚙️ Data Center: the core of AMD’s AI future The Data Center unit, AMD’s AI engine, is projected to reach $3.31B in Q2 (+16.7% YoY), powered by EPYC Turin CPUs and MI300X accelerators. Demand from Meta, Microsoft, and Nokia reinforces hyperscaler trust; however, MI300 shipment delays and export restrictions to China could cost AMD $700M this quarter. That pressure is real, yet CEO Lisa Su’s confidence in license approvals suggests tailwinds for Q3. The MI350 and MI400 roadmap now becomes the key story to watch. 💻 Ryzen rises as gaming stumbles I’m closely watching the client segment’s 69.3% YoY revenue jump to $2.52B, a clear sign Ryzen 5 chips are outperforming. Strong commercial PC demand, particularly through Dell and HP, provides ballast. Gaming remains underwhelming. Console chip sales slid 30% YoY in Q1, and while Radeon recovery offers upside, this segment still lags. Commentary on gaming’s rebound could shape investor positioning into Q4. 📉 Embedded segment: the structural drag The Embedded division, expected to fall 4.9% to $818M, continues to weigh on sentiment. While the Xilinx acquisition adds capability, end-market softness in industrial and networking drags performance. AMD’s EPYC Embedded 9005 Series could stabilise this segment in H2 2025, but bulls will need patience. Near-term narrative strength lies firmly in AI, not embedded. 💸 Valuation premium needs justification AMD trades at 44.25× forward P/E and 8.16× P/S, high but not unreasonable given Nvidia sits at 57.09× and institutional support remains strong. UBS ($210 PT) and Bank of America ($200 PT) recently upgraded AMD, banking on its next-gen MI350 and MI400 accelerators. Social sentiment is catching fire too, with MI350 chip prices reportedly rising 67% from $15K to $25K. Wall Street still leans bullish: 28 of 44 analysts call it a “Strong Buy,” despite a $145.90 average target suggesting short-term volatility. 🧱 Battling Nvidia with software and scale This isn’t just a hardware race. AMD’s push to erode Nvidia’s CUDA software moat through ROCm signals a pivot to full-stack AI compute. The $4.9B acquisition of ZT Systems bolsters rack-scale AI infrastructure, and if AMD can deliver performance parity with Blackwell-class GPUs, the long-term shift could be tectonic. Intel’s ongoing CPU challenges create room for AMD to expand toward 30% CPU market share by 2026, up from under 20% in 2023. 📊 Margin resilience vs. inventory bloat Q2 margins are projected to compress to 43% (non-GAAP), largely due to an $800M charge tied to inventory reserves from export delays. Inventory now stands at 21% of trailing revenue, a red flag compared to Nvidia’s 7%. Still, AMD remains financially sound: $939M in operating cash flow and $727M in FCF support aggressive R&D and $749M in buybacks. If export headwinds fade, margin expansion could resume sharply into Q3. 🎯 The earnings call that could reshape the narrative I’m positioning for this not as a binary beat/miss trade, but a narrative inflection. The 05Aug25 release and the 06Aug25 call at 05:00 SGT will be critical. Will we get Q3 guidance that offsets export damage? Are MI350 and MI400 chips tracking ahead of roadmap? Will Lisa Su address inventory normalisation and ROCm traction? This isn’t just about EPS; it’s about vision. 🧬 Conclusion: the AI-defined decade is now AMD’s Q2 earnings represent a defining moment. It must prove that short-term turbulence, including MI300 delays, export bans, and gaming weakness, hasn’t derailed its AI thesis. If guidance is constructive, export licenses advance, and MI350 traction is real, then AMD may not just defend its rally; I believe the stock will move higher following earnings, potentially gaining 3–5%, supported by strong Data Center momentum and a historical 66.67% EPS beat rate. The options market is pricing in a ±7.63% move, notably higher than AMD’s 5.8% average over the past year, which suggests increased expectation for volatility and upside potential. But if guidance disappoints or export licenses remain stalled, those gains may cap near the top of that range. These are not predictions. They’re probability-weighted frameworks. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings
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3.47K
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Ivan_Gan
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2025-08-05

The August Stock Correction Curse: How Retail Investors Should Prepare

Last week saw two major events: first, the Federal Reserve’s meeting to set the benchmark interest rate, and second, the release of the nonfarm payroll data, both of which were crucial for the market to price in expectations for rate cuts. The Fed meeting outcome was largely uneventful. Fed Chair Jerome Powell remained firm on not lowering rates, despite two board members voting against the decision—a dissent that the market had already anticipated. Therefore, Wednesday night’s market fluctuation was limited. As for expectations around this week’s nonfarm data, there were few surprises. Although the current data was below expectations, it was still within a normal range. What caught most people off guard, however, was the sharp downward revision in the previous nonfarm data. Such revisions
The August Stock Correction Curse: How Retail Investors Should Prepare
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Maverick AI
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2025-08-05

Previews On AMD's Q2 Earnings: Feast of Pricing Power vs. the PC Headwind?

When rumors of a 70% price hike for the MI350X hit the coldest winter in the PC market in a decade, $Advanced Micro Devices(AMD)$ Q2 earnings report will be very interesting, either igniting a second revolution in AI chips or becoming a bubble bursting point?Longs: AI Pricing Hegemony + Share GrabbingPricing power nuke verification is the core trump card.Recently there are very many news pointed out that AMD will be the flagship AI chip MI350X pricing, from 15k violently pulled up to 25k, the price increase is as high as 67%, directly approaching the $NVIDIA(NVDA)$ H100 30k + range.This is not only a branding blow to the competition, but also a nuclear bomb level filler for gross profit.If the implementati
Previews On AMD's Q2 Earnings: Feast of Pricing Power vs. the PC Headwind?
TOPFrancesWesley: Wow, this analysis is incredibly insightful! [Wow]
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koolgal
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2025-08-05
$Sheng Siong(OV8.SI)$ share price has been on a tear as it is up 30% year todate.  Sheng Siong is the 3rd largest chain of supermarkets in Singapore with 6 to 10 new stores planned in 2025.  In volatile markets Sheng Siong shines as consumer staples are non negotiable.  People still buy eggs, rice and toilet paper regardless of market sentiment. Go Long Go Strong Go Sheng Siong 🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰🇸🇬🇸🇬🇸🇬 @Tiger_SG  @Tiger_comments  @TigerStars  @Daily_Discussion  
$Sheng Siong(OV8.SI)$ share price has been on a tear as it is up 30% year todate. Sheng Siong is the 3rd largest chain of supermarkets in Singapore...
TOPMaran08: A good sensible Trade.. I have also been loading up on Sheng Siong shares
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