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07-24
From NVIDIA to Palantir: How AI Actually Makes Money.
AI as a Highway Layer 1 – AI Compute (Road Builders) •NVDA, AMD, TSM build the foundation of the highway. Layer 2 – AI Memory (Construction Materials) •MU, SK.HY, Samsung They provide the memory needed to power AI. Layer 3 – AI Networking (Road Network) •Broadcom, Marvell, Arista, Cisco, Nokia They connect the entire AI ecosystem. Layer 4 – Hyperscalers (Highway Operators) * Microsoft, Amazon, Google, Meta They build, own and operate the AI infrastructure. Layer 5 – AI Monetization (Businesses on the Highway) * Microsoft Copilot, Palantir, Salesforce, ServiceNow, Gemini, AWS They transform AI infrastructure into products and services that customers pay for. Layer 6 – Customers (Drivers) * Enterprises, Governments and Consumers They use AI and ultimately fund the ecosystem. The Key Ta
TOPEstada1: Which company supplies the energy to AI comapnies which is before Layer 1 - AI Power?
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07-24
Coca-Cola (KO) Q2 2026 Earnings Preview: Core Focus Areas and Short-Term Options Opportunities
The $Coca-Cola(KO)$ is scheduled to report its fiscal Q2 2026 earnings before the market opens on Tuesday, July 28, 2026. Coca-Cola is coming into this print after a solid run up in 2026 (~18% YTD). However, macro headwinds around price sensitivity and lower-income consumer weakness mean Wall Street will be looking closely at how they achieve their growth. Here is a breakdown of consensus expectations, core metrics to watch, and a short-term trading setup post-earnings. Wall Street Expectations The Coca-Cola Company (KO) delivered a exceptionally strong fiscal Q1 2026 print on April 28, 2026, blowing past Wall Street’s top- and bottom-line estimates. The stock responded positively, jumping ~4.5% immediately following the release. Here is a summary w
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07-24
Chua Wei Ren: bullish continuation on iFAST likely to come back
❓Will $IFAST(AIY.SI)$ finally catch up to the soaring financial shares listed on the SGX? Up just 0.7% year-to-date, its performance lags that of the broad STI’s +20% return and that of the Singapore banks as well as SGX. iFAST is scheduled to announce their second quarter earnings today, likely after-market. Upon examining the stock’s technical structure, CGSi’s technical chartist Chua Wei Ren believe that iFAST’s price action has shown a bullish recovery to the upside, and shares his upside target prices alongside stop loss levels on the stock: https://rfs.cgsi.com/api/download?file=1ec3efd6-50ef-4749-ac82-2eff0d0949b7 ✳Warrant investors keen to trade on Wei Ren’s short-term technical view on iFAST can consider using iFAST call warrant
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07-24
Option Movers | Tesla $99M Double-Short & $35M Long Put Signal Bearishness; Alphabet Registers $50.67M Net Bearish Options Flow
Market Overview Wall Street indexes closed lower on Thursday (July 23) with Nasdaq sinking more than 2% as the latest earnings updates from large technology companies revived concerns about heavy AI spending, while soaring oil prices amped up inflation worries, lifting bond yields. Regarding the options market, a total volume of 60,634,656 contracts was traded, of which 54% were call options. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $VIX(VIX)$, $AMZN(AMZN)$, $SPCX(SPCX)$, $AAPL(AAPL)$,
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07-24
Why $INTC Soared While $STM Sank After Earnings
This earnings season is proving that headline beats alone are no longer enough. While $INTC surged as short covering amplified a surprisingly strong report, $STM showed how quickly investors punish AI-related companies that fail to exceed expectations or deliver a compelling outlook. 1. $Intel(INTC)$ That HUGE move up post ER on INTC was likely short covering given the massive sell volume during the final minutes of normal trading. Some placed huge bets against it given the terrible performance of $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ . Short covering should not be allowed after hours or during premarket. But also, Jim Cramer should be put on a 2 month quiet pe
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07-24 11:29
Top mover alert: Geely call warrant jumps 24% as stock defies broad weakness on Ford JV
Geely shares rose as much as 3.4% to HKD 19.30 today, bucking the broad weakness (HSI: -1.2% to 24,910 as of 1042AM) Macquarie's trending Geely call warrant $Geely MB eCW261103(IMOW.SI)$ (https://warrants.com.sg/tools/livematrix/IMOW) rose 7 times more than Geely's +3.3% move with a 23.5% gain to SGD 0.042 while trending Geely put warrant $Geely MB ePW261005(93ZW.SI)$ (https://warrants.com.sg/tools/livematrix/93ZW) is down 13.2% to SGD 0.046 Macquarie's trending Geely call and put warrants In an after-market announcement yesterday, Geely said that it has formed a joint venture with Ford Moto to co-develop electric cars in Spain. Ford will own two-thirds of the venture with Geely holding the remainde
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07-24 11:54
Intel Real Surprise Wasn't the Earnings
The latest earnings cycle delivered dramatically different outcomes across Big Tech. $Alphabet(GOOGL)$ dropped about 7%, wiping out roughly $300 billion in market value. $Tesla Motors(TSLA)$ fell 14.5%, erasing nearly $200 billion. $IBM(IBM)$ has lost more than 25% over the past two weeks. Then came $Intel(INTC)$. Instead of disappointing the market, Intel delivered one of its strongest quarters in years, beating expectations on revenue, earnings, margins, manufacturing progress, and guidance. After the report, the stock climbed in after-hours trading. But the biggest takeaway isn't simply that Intel had a good quarter.
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07-24 11:34
Why Intel’s Earnings Beat Is Encouraging
but Its $11 Billion GAAP Loss Still Matters $Intel(INTC)$’s second-quarter report provided its strongest evidence yet that the turnaround is gaining commercial momentum. Revenue and adjusted earnings substantially exceeded expectations, while management issued an unusually strong third-quarter forecast. However, the difference between Intel’s adjusted performance and GAAP results shows that the recovery remains expensive. Revenue increased 25% year over year to $16.13 billion, compared with approximately $14.4 billion expected by analysts. Adjusted earnings reached $0.42 per share, double the consensus estimate. Intel forecast third-quarter revenue of $15.8 billion–$16.8 billion and adjusted earnings of $0.38 per share, also above expectations. Re
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07-24
$TSLA Finds Support While $GOOGL and $QQQ Face Key Tests
The market is approaching an important decision point. While $TSLA is moving back into a long-term accumulation zone, both $GOOGL and $QQQ are testing critical technical levels that could determine whether the broader bull trend remains intact or enters a deeper correction. 1. $Tesla Motors(TSLA)$ Patience is paying off $TSLA Now trading back in our discount range This is a very strong support long term Expecting $280 -> $300 worst case, but I am now interested in buying 2. $Alphabet(GOOGL)$ Bull Cycle could be coming to an end Monthly BX currently showing dark red When showing dark red mid month, we close dark red 82% of the time If we don't bounce on this short term support soon, the cycle will end
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07-24
$HIMS Builds, $ONON Surprises, and $TSLA Faces Tough Questions
From biotech catalysts and consumer brand momentum to EV valuation debates, these three stocks highlight how investors are focusing on very different opportunities—and risks—across today's market. 1. $Hims & Hers Health Inc.(HIMS)$ BPC-157 isn’t a done deal but it’s getting close. This could be another catalyst for $HIMS, the biggest position in the Asymmetric Portfolio. 2. $On Holding AG(ONON)$ I don’t know what these are but I kind of want them. 3. $Tesla Motors(TSLA)$ What multiple would you put on a company growing revenue at 0.5% annually with declining margins? Does 12x sales and 295x earnings sound fair?
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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
TOPThanks 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.