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Amazon, Marvell, Google Challenge NVIDIA: Is $180 a Buy or Sell?
Recently, $NVIDIA(NVDA)$ hasn’t had an easy time. In addition to last month’s impact from $Alphabet(GOOG)$’s TPU, $Amazon.com(AMZN)$ yesterday announced a new in-house AI chip, which it claims is more cost-effective than Nvidia’s. $Marvell Technology(MRVL)$ jumped nearly 10% after reporting announcing a $3.25B acquisition of AI-chip startup Celestial AI. This move pushes Marvell another step closer toward becoming a viable Nvidia alternative.1. “Three-way battle”: Nvidia vs. Google TPU vs. Amazon AWS (Trainium)Nvidia has established a nearly unshakable de-facto standard with its GPU hardware + CUDA ecosystem.Google, thro
TOPShyon: From my view, the chip battle between Nvidia, Google, and Amazon is heating up, but Nvidia’s CUDA $NVIDIA(NVDA)$ ecosystem still gives it a strong edge. Even so, Google’s TPU $Alphabet(GOOGL)$ and Amazon’s $Amazon.com(AMZN)$ Trainium have scaled enough that they’re clearly pulling some workloads away and putting real pricing pressure on Nvidia. I also think Amazon’s AI chip progress is still undervalued. With over a million Trainium units deployed and Trainium2 ramping fast, AWS is positioning itself as a major alternative. Combined with Marvell’s photonics move and Broadcom’s ASIC wins, the industry is clearly shifting toward more diversified AI compute. At $180, I’m not selling Nvidia. The OpenAI noise and the MOU headlines may weaken sentiment, but long-term demand for enterprise AI and inference remains strong. I’d hold NVDA while considering AMZN or MRVL $Marvell Technology(MRVL)$ for broader exposure to the rising players in the AI stack. @Tiger_comments @TigerStars
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12-03
Earnings Movers | Did AI demand drive $MDB shares up 22.23%?
1. $MongoDB Inc.(MDB)$ soared 22.23%Q3 Revenue: $628M, vs. $592M expected (+6.1% beat)Adjusted EPS: $1.32, vs. $0.80 expected (+65.0% beat)Outlook: Q4 Revenue raised to $665M–$670M (above consensus), Q4 Adjusted EPS: $1.44–$1.48; FY26 Revenue raised to $2.43B–$2.44B, supported by steady cloud-data demand and increased AI-workload adoption.Shares jumped as MongoDB delivered a major earnings beat and raised guidance as its cloud database platform gained traction with customers, signaling strong momentum despite a tough software environment.New CEO CJ Desai said MongoDB is hitting a “once-in-a-lifetime” inflection point driven by AI, cloud, and data trends. He emphasized strong go-to-market execution and broad-based demand.2.
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12-03
Mag 7 Long/Short Watch:Trading Volume Exposes Institutional Intentions?
I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai
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12-03
Comcast Stock Up 1.7%, Eyes $28.50 Breakout
$Comcast(CMCSA)$ Gains +1.66%: Media Giant Tests Resistance at $27.35, Dividend Yield Attracts Value PlayLatest Close Data CMCSA closed at $27.02 on December 3rd, up +1.66% (+$0.44), trading 55% above its 52-week low of $25.75 but still 37.8% below its 52-week high of $43.45. Volume spiked 55% above average with 45.93M shares traded.Core Market Drivers Comcast shows resilience amid media sector headwinds, benefiting from its diversified revenue streams including broadband and theme parks. The stock's attractive 4.81% dividend yield continues to draw income-focused investors. Recent capital outflows totaling $259.47M over five days suggest institutional profit-taking near resistance levels.Technical Analysis RSI(6) jumped to 52.94 from oversold te
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12-03
WBD Surges to 52-Week High, Eyes $26-$27 Zone
$Warner Bros. Discovery(WBD)$ Surged +2.76%: Media Giant Hits New 52-Week High at $24.75, Momentum BuildingLatest Close Data WBD closed at $24.53 on December 3rd, gaining +2.76% (+$0.66), reaching a new 52-week high of $24.75. The stock is now trading 226% above its 52-week low of $7.52, demonstrating remarkable recovery momentum.Core Market Drivers Strong institutional backing with major holders like Vanguard (11.35%) and BlackRock (7.45%) maintaining positions. The media sector is benefiting from streaming consolidation trends and cost-cutting initiatives. Trading volume of 46.58M shares with volume ratio of 1.31 indicates heightened investor interest.Technical Analysis RSI(6) at 75.62 shows overbought conditions but maintains bullish momentum. M
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12-03
Intel Rallies 8.7%, Eyes $45 Resistance
$Intel(INTC)$ Surged +8.65%: Chip Giant Breaks 52-Week High, Technical Momentum Accelerates to $45 ZoneLatest Close Data Intel closed at $43.47 on Dec 3rd, surging +8.65% (+$3.46) with massive volume of 167M shares. Stock hit new 52-week high of $43.68, breaking through key resistance levels after trading in $40.05-$43.68 range.Core Market Drivers Strong institutional buying momentum with $2.645B inflows vs $2.447B outflows signals renewed confidence in Intel's AI and data center transformation. Large block purchases ($674M) indicate institutional accumulation amid semiconductor sector rotation.Technical Analysis RSI(6) at 83.19 signals overbought conditions but momentum remains strong. MACD shows bullish crossover with DIF at 0.83 above DEA at 0.
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12-03
Oklo +5.1%, Breaks $88.88 Resistance
$Oklo Inc.(OKLO)$ Rallies +5.13%: Nuclear Pioneer Powers Through Resistance, AI-Driven Energy Play Gains MomentumLatest Close Data OKLO closed at $91.84 (ET Dec 3rd), up +5.13% (+$4.48), breaking above resistance at $88.88. Stock remains 52.6% below 52-week high of $193.84, trading with 9.04% daily amplitude on robust $1.01B volume.Core Market Drivers Nuclear energy sector experiences renewed institutional interest amid AI data center power demands. CEO Sam Altman's leadership continues attracting growth capital as clean energy mandates accelerate. Strong retail inflow of $348M vs $332M outflow signals recovering sentiment in small modular reactor $NuScale Power(SMR)$ technology.Technical Analysis Volume r
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12-03
Dell Surges 2.9% After Breaking Key $135.95 Resistance
$Dell Technologies Inc.(DELL)$ Surged +2.92%: Enterprise Tech Giant Breaks Key Resistance at $135.95Latest Close Data Dell closed at $135.95 on December 3rd, marking a solid +2.92% gain (+$3.86). The stock sits 19.1% below its 52-week high of $168.08, showing significant recovery potential from October lows.Core Market Drivers Enterprise IT spending momentum continues driving Dell's performance amid AI infrastructure demand. The company's strategic positioning in server and storage solutions for data centers remains a key catalyst. Mixed institutional flows show cautious optimism with net outflows of $9M in recent sessions.Technical Analysis Volume reached 6.98M shares with a 0.66 volume ratio, indicating moderate participation. RSI(6) at 63.99 su
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12-03
December Dip Recovery. Can The Rally Last Or Is It A Head Fake?
The second trading day of December opened strong, but the real question is whether the rally can sustain itself or if this is just a classic early-month bounce before volatility returns. The setup for December is still supportive. Real yields have softened, liquidity has improved, and fund managers who underperformed in 2025 are chasing returns into year end. Seasonality favours strength when November ends weak, and the market has followed that script so far. For me, I am watching two themes very closely: 1. High beta tech If Nasdaq holds above 23000, a melt-up is still possible. Mega caps like MSFT and GOOGL continue to pull the index higher. Their strength decides if December closes green. 2. High conviction small caps Names like RZLV, RGTI, and CRCL still have asymmetric upside due to c
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12-02
Silver’s All-Time High Sets the Stage: Will Gold Reclaim $4,400 This Month?
$iShares Silver Trust(SLV)$ Silver has surged to a historic new high, decisively breaking past the peak set during October’s dramatic short squeeze in the London market. Gold, too, has staged a powerful breakout from its multi-month consolidation range, lifting sentiment across the precious-metals complex. With global rate-cut expectations accelerating and investors bracing for a winter of slower growth, traders are now asking the critical question: Can gold reclaim $4,400 in December? And perhaps more importantly—does silver’s record-setting rally carry bullish implications for the broader metals market? The final month of the year is often a pivotal period for precious metals. December historically coincides with seasonal investment flows, a soft
TOPgoing up 1 to 2% a day!! what can go wrong?? I went long which only means 1 thing.....silver is going drop pretty hard the next weeks ahead. want to be long as everyone is cheering for $60 silver
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12-03
🏛️Trump Teases Fed Change: How to Judge Powell & What Hassett Means for Markets
When it comes to clues about the next Federal Reserve Chair, the latest signal didn’t come from insiders or leaks — it came from the one person who never minds sending signals himself: Donald Trump.In a recent appearance, Trump said he would announce his pick for the next Fed Chair “early next year.” He didn’t spell it out, but markets took it as a strong hint toward Kevin Hassett — the current NEC Director and a long-time advocate of aggressive rate cuts, who has quickly become the frontrunner in public speculation.Meanwhile, current Fed Chair Jerome Powell’s term runs until May 2026.This makes it a fitting moment to look back:How did Powell actually perform during one of the most turbulent periods in modern economic history?Why are reviews of him always “mixed but respectable”?And if Kev
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12-03
$Meta Platforms, Inc.(META)$ ’s AI-driven ads and Reels monetization beat expectations—booked a small gain. My first trade hit the Contra 688 promo, and the SGD688 voucher landed right away. The platform’s growth thesis remains solid—I’m staying long.
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12-03
$Palantir Technologies Inc.(PLTR)$ ’s government and AI contracts keep rolling in—locked in a small gain. My first trade qualified for Contra 688, and the SGD688 voucher arrived instantly. Software monetization is accelerating; the long-term story is just beginning.
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12-03
$Oklo Inc.(OKLO)$ edged higher today on SMR regulatory progress and supportive nuclear policy—booked a small gain and feel more confident in my early positioning. With growing certainty in advanced nuclear, any pullback is a buying opportunity. Worth watching closely, folks!
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12-03
$VanEck Semiconductor ETF(SMH)$ rose steadily today, fueled by sustained AI chip demand—locked in a small gain and confirmed that buying dips was the right move. The semiconductor upcycle is clear; I’ll add more on any pullback. A solid play worth watching, folks!
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12-03
$NuScale Power(SMR)$ got a lift from advancing SMR projects—booked a small gain. My first trade qualified for Contra 688, and the SGD688 voucher arrived instantly. With stronger policy backing for nuclear, the long-term case is clearer than ever.
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12-03
$iShares Semiconductor ETF(SOXX)$ rode the global AI chip capacity expansion wave and delivered a solid small gain. My first trade qualified for the Contra 688 promo, and the SGD688 voucher landed right away. With semiconductor equipment and design leaders firing on all cylinders, sector momentum is still building—I’ll add on any dip.
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12-03
$ProShares UltraPro QQQ(TQQQ)$ surged again on Nasdaq strength and strong AI mega-cap earnings—had a solid day, proving that waiting for pullbacks pays off. The tech rally isn’t over; I’ll keep adding on volatility. Hang in there, folks!
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$BitMine Immersion Technologies Inc.(BMNR)$ got a lift from rising interest in immersion cooling for AI data centers—locked in a small gain and took some profit. My first trade qualified for the Contra 688 promo, and the SGD688 voucher landed instantly; saving is earning. As energy demands from AI infrastructure grow, immersion cooling adoption could keep climbing. I’ll stay closely tuned.
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$Strategy(MSTR)$ Riding the MSTR wave to catch the Bitcoin rally - solid gains! Way simpler than buying crypto directly. As a long-term crypto play, its “nuclear” potential is just unfolding. Also, the contra688 offer is a killer deal - free boost to start with. Perfect for jumping in!