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07-23
📉 Google Drops 7%, But Is Wall Street Missing the Bigger Pic
Google's AI Gamble: $811 Billion in Future Commitments Sparks Wall Street Debate Google's latest filing has shocked investors. The company revealed $811 billion in future spending commitments, an increase of nearly $500 billion in just one quarter. These commitments are separate from its already massive $180-190 billion annual capital expenditure (CapEx) budget. This isn't just about spending more money. It's about locking up the world's most valuable AI resources before competitors can get them. The AI Infrastructure Race Is Heating Up Google is aggressively securing long-term supply agreements for: - AI chips (TPUs and GPUs) - Data centers - Electricity capacity - Networking equipment - Hardware inventory - AI-related content and software licenses In today's AI boom, computing power and
TOPPhoebezzz: Thanks for the detailed sharing. In your view, do you think Google’s future spending commitments will lead to sustainable long-term growth, or could they create potential downside risks if the returns fail to materialize?
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07-24
$SPX Is One Close Away From a Buy Signal
$S&P 500(.SPX)$ invalidated the triangle. Then EXPANDED it. The flush traced a bullish ABC down and respected Daily FVG support. Bullish SMT with $NASDAQ 100(NDX)$ at last week's low as confluence. Chop into FOMC, then W5 finally unleashes. Bulls still get the edge. Lose the support on a daily close and there's nothing left to bounce from though. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2609(ESmain)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2609(NQmain)$ $Dow Jones(
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07-24
Could $INTC Really Reach $300 in a Year?
$Intel(INTC)$ spiking to $115, $140 then $300 exactly 1 year from now. Here's how: Intel just posted its strongest revenue growth in 15 years, up 25% to $16.1B But the number that matters: gross margin ripped to 40.4%, up 13 points YoY. Operating income swung from a $3.2B loss to a $1.8B profit. The core business makes money again. Data Center + AI? Up 59%, the exact segment everyone wrote off against $NVIDIA(NVDA)$ And 18A is real: Panther Lake is now in high volume production on Intel's own leading edge node. The roadmap is landing on time. They even guided next quarter to GAAP profitability. That $11B "loss" everyone's panicking about is a non cash mark on the government stake, not the business. Undern
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07-24
$PLTR and $SOFI Are Near Buy Zones While $TSLA Is Already There
Markets are entering a more selective phase, where long-term opportunities are beginning to emerge. While some stocks are approaching attractive accumulation zones, others continue to lead the broader uptrend, highlighting the importance of patience and disciplined positioning. 1. $Palantir Technologies Inc.(PLTR)$ $PLTR is finally drifting back toward my long-term buy zone. Bull cycle ended in Feb. 5 months of slow grind lower = patience, not panic. We’re close to true discount, not there yet. 2. $SoFi Technologies Inc.(SOFI)$ $SOFI is already down 50% from the highs and creeping toward my long‑term buy zone. Bull cycle ended in Feb. Since then it’s been new lows and waiting, not chasing. 3.
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07-23
I’m voting bearish, expecting $Intel(INTC)$ to finish down around 5% to 10% after earnings. The stock has rallied sharply this year, raising expectations significantly. Even a decent quarter may disappoint if management doesn't provide stronger guidance or confidence for the second half. My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling. I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a "sell the news" event. With expectations running high, my prediction is a 5%-10% pu
TOP[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?
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07-24
When Good News are Bad News
Tech sector shares faced heavy downward pressure during the session, heavily influenced by $Alphabet(GOOG)$ , which drove capital expenditures above analyst expectations and posted negative cash flow for the first time, alongside $Tesla Motors(TSLA)$ , which tumbled following its earnings report due to margin contraction and softer-than-expected delivery metrics. Furthermore, premarket gains in $ServiceNow(NOW)$ completely evaporated during the regular session, weighing heavily on the broader software industry's performance. However, the definitive catalyst driving the market lower extended beyond tech alone. By 8:29 AM, futures were already sliding steadily, but
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07-24
$GOOG Just Changed the AI Investment Story
If you're wondering why $Alphabet(GOOG)$ is down today, I wrote about exactly this moment a week ago. The market expected a delicate dance from Alphabet that involved a massive increase in capex AND the company remaining free cash flow positive (charts below). We got one (capex growth). Not the other (FCF). If operating cash flow doesn't fund the capex of the biggest, most successful business in the world, the entire AI buildout will be dependent on debt. And that's a very different risk proposition than funding it with cash flows. So, the market takes a "risk off" move even with a company like Alphabet. The next question is who blinks first? Or put another way, who cuts capex spending and gets rewarded by the market? Some manager (maybe Zuck, may
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07-24
Tuesday was the 11th time since 1999 that High Beta Momentum gained 7%+ while above its 200 DMA. 4 of those 11 have happened in 2026‼️ 3 came in early 2021. 3 came in early 2000.
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07-24
[Events] What’s the Best Investment You’ve Ever Made?
The best investment is not always the one with the highest return. Sometimes, it is the decision that changed your life. Maybe it was buying a company before it took off, investing in property at the right time, starting your own business—or simply investing in your education, health or relationships. What’s the best investment you’ve ever made? How much did you gain, and what did you learn from it? Share your story in the comments for a chance to win Tiger Coins! How to Participate Share your answer in the comments below. You may talk about a stock, property, business, education, health or any other investment that has made a meaningful difference in your life. Repost this post and tag at least one friend to join the discussion. Rewards All eligible participants will receive 5 Tiger Coins
TOPMy best investment is buying private property during SAR period. The condo price per square feet is less than $500. Now it is more than $1k oer square feet. @Blinkfans @Fenger1188 @Optionspuppy
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07-24
$Tesla Motors(TSLA)$ What a disappointment. Not only did profit fall, cash flow has turned negative. And this despite revenue going up. Normally when revenue goes higher it is good. But when revenue goes high and profit crashes, this means the goods sold are not returning good margins. That is a very bad sign. It is no wonder TSLA crashed more than 14%.
TOPThanks for sharing. Agree that revenue growth without profit growth is definitely a concern. And whether this is temporary investment spending or a structural margin problem may be a key question here.
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07-24
Big Tech's Massive Capex Is the Floor Under Memory Stocks
I haven't written an article in a long time, and choosing to pick up the pen today feels rather meaningful—Big Tech's valuations got collectively marked down on this day, because the nature of their business has changed, from asset-light to asset-heavy. Some may remember the HALO (heavy assets, low obsolescence) concept that Goldman Sachs championed in the first half of the year. As it turns out, HALO just means "hard to die"—it doesn't mean "won't fall." When Big Tech collectively goes HALO, the broad market falls, and when the market falls, all stocks get dragged down with it. But on Thursday, semiconductor stocks—especially memory chips—held up remarkably well, because memory is the party being paid: it absorbs the cash flow coming from the HALO names. So when other stocks get marked do
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07-23
$VZ isn't exciting, but it keeps paying investors to wait
$Verizon(VZ)$ $Verizon Comms (VZ) Gains +1.16%: Dividend Titan Holds Ground Amid Restructuring, $45 Pivot in Focus 📈 Latest Close Data Closed at $44.29 on 2026-07-23, up +1.16%. Remains ~14.3% below its 52-week high of $51.68. Core Market Drivers Market sentiment is cautiously optimistic ahead of Q2 earnings (expected 7/24). Recent reports of planned layoffs are viewed as a continued effort to cut costs and improve efficiency. The stock is also buoyed by its hefty ~6.24% dividend yield in a search for stable income. Technical Analysis The daily RSI(6) at 68.8 is approaching overbought territory, signaling strong short-term momentum. The MACD histogram at +0.59 shows bullish momentum is accelerating (DIF crossing above DEA). However, volume was sligh
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07-23
$HLF could be entering a new recovery phase
$Herbalife(HLF)$ $Herbalife (HLF) Rises +1.25%: Consolidating Above $12, Eyeing Key Resistance 🚀 Latest Close Data 📈 HLF closed at $12.19 on 2026-07-23, up +1.25% from the previous day. The stock is trading ~40% below its 52-week high of $20.40. Core Market Drivers The nutrition and wellness company continues to navigate a post-pandemic landscape with a focus on direct-selling channel optimization. Recent capital flow data shows mixed short-term sentiment, with net outflows over the past five days. Technical Analysis 📊 Volume was ~1.3M shares, with a Volume Ratio of 0.95, indicating average participation. The RSI(6) reading of ~43.0 is neutral, suggesting no immediate overbought or oversold pressure. The MACD remains in negative territory, indicati
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07-23
$AMD is giving Nvidia real competition again
$Advanced Micro Devices(AMD)$ $Advanced Micro Devices (AMD) Rises +1.45%: AI Chip Contender Tests Resistance, $550 Pivot in Focus 🚀 Latest Close Data 📊 Closed at $552.33 on 2026-07-23, up +1.45%. Just $32.40 (5.5%) below its 52-week high of $584.73. Core Market Drivers ⚙️ Positive momentum is fueled by the broader AI infrastructure race. KeyBanc recently raised its price target to $725, highlighting strong institutional confidence in AMD's competitive positioning against peers like Nvidia. Technical Analysis 📈 Volume (24.78M) was below average (VR=0.89), suggesting consolidation. RSI(6) at 61.95 is bullish but not overbought, while MACD shows a bullish crossover with its histogram turning positive (-5.97), indicating building upward momentum. Key P
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07-23
AI demand is giving $WDC another opportunity to outperform
$Western Digital(WDC)$ $Western Digital Corp.(WDC) Climbs +1.51%: Storage Giant Holds Above $550 Pivot, Eyes $600 Zone 🚀 Latest Close Data 📊 Closed at $556.67 (USD) on 2026-07-23, up +1.51% (+$8.28). The stock trades ~30.4% below its 52-week high of $799.87. Core Market Drivers 💡 The storage sector remains buoyant by continued AI-driven demand for high-performance memory and data solutions, as highlighted by peers like Micron. Positive sentiment is supported by strong institutional flow data, with net buying over recent sessions indicating sustained interest. Technical Analysis 📈 Volume (5.44M shares) is below the 5-day average (Volume Ratio: 0.63), suggesting consolidation. RSI(6) at 56.91 and RSI(12) at 50.37 are in neutral territory, showing bal
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07-23
The rebound in $BA is becoming harder for bears to ignore.
$Boeing(BA)$ $Boeing (BA) Tests Key Resistance at $209: Technical Rebound Gathers Steam 📈 Latest Close Data As of July 23, 2026, BA closed at $208.65, up +1.88% from the previous session. The stock is now ~18% below its 52-week high of $254.35. Core Market Drivers Broad market strength and rotation into industrials provided a tailwind. The stock is rebounding from deeply oversold levels, potentially fueled by short covering. The 5-day capital flow data shows significant net inflows on two days, suggesting institutional accumulation. Technical Analysis Volume surged to 6.06M shares (Volume Ratio: 1.07), confirming the bullish move. The RSI(6) jumped from 19.1 to 34.18, exiting extreme oversold territory and signaling a potential trend reversal. Howev
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07-23
A 2% rally puts $JNJ back within striking distance of new highs
$Johnson & Johnson(JNJ)$ $Johnson & Johnson (JNJ) Climbs +2.00%: Healthcare Titan Eyes Resistance Breakout, $266 Target in Sight 🚀 Latest Close Data JNJ closed at $255.63 on July 23rd, up +2.00% (+$5.02). The stock is now 5.1% away from its 52-week high of $269.43. Core Market Drivers Positive analyst sentiment is building. RBC recently raised its price target to $287, and Wells Fargo increased its target to $272, citing confidence in the company's innovation pipeline. 💪 The broader healthcare sector remains a defensive play amid ongoing market volatility, attracting steady capital flow. Technical Analysis The technical picture is strengthening. Volume was solid at 9.1M shares. The 6-day RSI (57.0) has moved out of neutral territory, indica
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07-23
$BBY is only $0.24 away from setting a new 52-week high
$Best Buy(BBY)$ $Best Buy (BBY) Soars +2.22%: Nears 52-Week High at $87.11, Bullish Momentum Confirmed 🚀 Latest Close Data Best Buy closed at $87.11 on July 23, surging +2.22% ($1.89). The stock is now a mere $0.24 (-0.27%) away from its 52-week high of $87.35. Core Market Drivers The strong Q1 FY2027 earnings beat continues to fuel investor confidence. Revenue of $8.94B and adjusted EPS of $1.28 surpassed expectations. 📈 Growth in high-margin new businesses like "Best Buy Ads" and e-commerce is seen as a key future profit driver. Technical Analysis Volume was 2.42M shares with a Volume Ratio of 0.69, indicating a consolidation day. The 6-day RSI is at a very high 84.3, signaling potential short-term overbought conditions. However, the MACD (3.47/3
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07-23
$M gains 2.2% and moves within 7% of its 52-week high
$Macy's(M)$ $Macy's (M) Rallies +2.23%: Defying Retail Headwinds, Eyes $24.72 Breakout 🛍️📈 Latest Close Data: Macy's closed at $24.33 on 2026-07-23, up +2.23% (+$0.53). The stock is now just $1.77 (-6.8%) below its 52-week high of $26.10. Core Market Drivers: The stock continues to ride momentum from its strong Q1 earnings beat (EPS $0.13 vs. $0.10 est.) and subsequent upward revision of full-year guidance. Positive analyst sentiment, including target price hikes from major banks, is fueling the rally despite broader retail sector challenges. Technical Analysis: The rally was supported by solid volume (4.3M shares). Key momentum indicators are turning bullish: the RSI(6) at 65.6 shows strong buying pressure without being overbought, and the MACD hist
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07-23
$NVDA is strengthening its lead in the global AI race
$NVIDIA(NVDA)$ $NVIDIA Corp(NVDA) +2.30%: AI Powerhouse Gains Momentum, Eyeing $216 Key Resistance 📈 📊 Latest Close Data NVIDIA closed at $212.06 on 2026-07-23, up +2.30% (+$4.77). This places it -$24.48 (-10.3%) below its 52-week high of $236.54. 🚀 Core Market Drivers The stock surged as the company officially disclosed Vera Rubin platform progress, with NVL72 racks now deployed at key partners like CoreWeave, Google Cloud, Microsoft Azure, and Oracle Cloud. This reinforces its leadership in the AI infrastructure race. Positive market sentiment around AI demand continues to be a primary tailwind, offsetting broader market volatility. 🔍 Technical Analysis Volume was strong at 138M shares (Volume Ratio: 1.17), indicating active institutional partic