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Shernice軒嬣 2000
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07-24 18:01

📉 Morgan Stanley's Korea Meltdown: Bear Calls Trigger Selloff, IPO Snub, and Growing Backlash

🚨 Morgan Stanley's Bearish Calls Backfire in South Korea? SK Hynix Reportedly Cuts Ties After Years of Negative Research $SK hynix(SKHY)$   Morgan Stanley is facing one of its biggest reputational challenges in South Korea after years of bearish semiconductor research reportedly strained its relationship with major local companies. The latest controversy erupted after Morgan Stanley's Asia-Europe technology research head, Shawn Kim—nicknamed by some Korean investors as the "Grim Reaper of Korea's Semiconductor Industry"—warned that memory contract prices could peak in Q4, triggering another wave of panic across Korean chip stocks. The market reaction was brutal. Samsung Electronics and SK Hynix both plunged more than 7% intraday, while the KO
📉 Morgan Stanley's Korea Meltdown: Bear Calls Trigger Selloff, IPO Snub, and Growing Backlash
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel
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Ross_Macro_Trading
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07-24 17:48

Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI

1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
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Ross_Macro_Trading
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07-24 17:42

Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift

1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
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Ross_Macro_Trading
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07-24 17:38

Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story

1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
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Tiger_story
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07-24 15:32

Trading Ideas: How to Maintain your Wealth Under the Wind?

Hello everyone! Today i want to share some trading ideas with you! 1 AI is forcing Big Tech to do something it’s never done: Spend more than it earns, and Wall Street hates it $Alphabet(GOOG)$ made history in two ways on Wednesday. First, it had its most-profitable quarter in corporate history. Reporting $112 billion in profit, that's its first 12-figured quarterly profit in history. But 69% of that came from unrealized paper gains on its stakes in SpaceX and Anthropic, not the core business, and Wall Street looked straight through it. Stripping that out, however, Google still ostensibly had an excellent quarter; its cloud computing business, now the core of the company, soared 82%. So why did investors punish Alphabet today, sendi
Trading Ideas: How to Maintain your Wealth Under the Wind?
TOP1PC: Nice Sharing 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000
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SGX_Stars
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07-24 14:54
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TigerFeatures
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07-24 14:50

GEX Chart: How to Track Market Maker Flows

GEX (Gamma Exposure) is a core metric that measures market makers' risk exposure and potential institutional fund flows, accurately reflecting the invisible "push and pull" forces of the market at different price levels. I. What is GEX? Gamma Exposure (Gamma Exposure) is a key indicator viewed from the perspective of the overall market and market makers to measure market makers' risk exposure and potential market fund flows. To truly understand this function, we first need to look at the primary force in the market: Market Makers. 1. What is a Market Maker? Market makers are the middlemen of the market, commonly known as "house makers" (or liquidity providers), and their main mission is to provide market liquidity: Whenever you want to buy, they must sell to you; Whenever you want to sell,
GEX Chart: How to Track Market Maker Flows
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Ross_Macro_Trading
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07-24 17:33

Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle

1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle
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TigerClub
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07-24 17:18

3-Month 100% Return: How a First-Time US Stock Trader Uses AI to Read the Semiconductor Cycle

Meet @Yongjian Zhang — a rising voice in the Tiger Community. A home textiles entrepreneur based in Singapore, he only started trading US stocks this March — no finance background, no investing books, no formal training. Instead, he built his own edge from scratch: running ChatGPT and Claude side by side to read the market, and anchoring almost everything to one conviction — semiconductors. A few months in, his net asset return is already north of 100%. 👀 Stick around until the end for an exclusive interview with @Yongjian Zhang—plus your chance to score extra Tiger Coins and get featured next! Briefly introduce yourself and walk us through how you g
3-Month 100% Return: How a First-Time US Stock Trader Uses AI to Read the Semiconductor Cycle
TOPJC888: One suggestion is to read posts in Community page, for nuances that AI chat bot may not offer. There are prolific contributors to the page. Hee hee... Investment is as much a skill as it is in a perverse way - an art form.
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MillionaireTiger
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07-24 17:16

[Winning Trade] Two Tigers Made Over $60K on AMD

AMDis trading near record highs after a powerful rally driven by growing optimism around its AI chips, server CPUs and full-stack infrastructure strategy. 👏 Congratulations to @Wealth Wizard , who bought the dip in $AMD(AMD)$ and is now sitting on a profit of US$39,900! 👏 Congratulations to @AKEMU, who bought the dip in $AMD(AMD)$ and is now sitting on a profit of US$21,500! Why Is AMD Rallying? AMD is no longer just selling individual chips. At its Advancing AI 2026 conference, the company unveiled a broader AI infrastructure platform combining GPUs, CPUs, networking, software and rack-scale system
[Winning Trade] Two Tigers Made Over $60K on AMD
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DoTrading
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07-23 18:20

Alphabet Beat Expectations… So Why Did the Stock Fall?

Sometimes, great earnings aren't enough. Wednesday's trading session looked relatively quiet: Dow Jones: -0.01% $S&P 500(.SPX)$ : -0.14% Nasdaq: -0.57% But once the closing bell rang, the real story began. $Alphabet(GOOGL)$ and $Tesla Motors(TSLA)$ officially kicked off earnings season for the Magnificent Seven, and they reminded investors that today's market is no longer judging companies on earnings alone. The New Question Isn't "Did They Beat?" It's "How Much Will They Spend on AI?" Alphabet delivered another strong earnings report. Yet the stock declined in after-hours trading. Why? Because management raised its AI capital expenditure guidance to $195–20
Alphabet Beat Expectations… So Why Did the Stock Fall?
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TigerOptions
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07-23 18:38

Why ServiceNow’s Strong AI Growth Has Not Settled the Disruption Debate

$ServiceNow(NOW)$’s second-quarter results challenge the idea that generative AI will simply replace established enterprise-software platforms. They do not, however, eliminate the longer-term risk that AI changes how such software is priced and consumed. For the quarter ended June 30, subscription revenue increased 24.5% year over year to $3.88 billion. Current remaining performance obligations—contracted revenue expected within 12 months—rose 21% to $13.2 billion, while total remaining obligations reached $29 billion. ServiceNow also disclosed that its AI products surpassed $1 billion in annual contract value. ServiceNow’s July 22 results provide the figures. Large transactions support the bullish interpretation. ServiceNow completed 123 deals wor
Why ServiceNow’s Strong AI Growth Has Not Settled the Disruption Debate
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Lanceljx
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07-23 19:53
This looks more like a valuation reset than a deterioration in the business. Alphabet's underlying fundamentals remain strong: Cloud revenue growth of 82% YoY suggests AI demand is accelerating, not slowing. Management says demand exceeds capacity, implying additional investment is driven by customer demand rather than speculative spending. Search, Cloud and AI together give Alphabet multiple earnings engines. The concern is that higher capex delays free cash flow expansion and compresses near-term returns, prompting investors to lower the valuation multiple even if long-term earnings potential improves. For long-term investors, that can create an opportunity, provided they believe management will convert today's AI spending into future cash flows. The key metrics to watch are Cloud operat
This looks more like a valuation reset than a deterioration in the business. Alphabet's underlying fundamentals remain strong: Cloud revenue growth...
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TigerOptions
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07-23 20:11

Why CSX’s Intermodal Growth Is a Better Signal Than Its Fuel-Surcharge Revenue

$CSX Corp(CSX)$ delivered record quarterly revenue and significantly higher earnings, but the most informative part of the report was not the headline revenue increase. It was the combination of stronger freight volumes and improved operating efficiency. Second-quarter revenue rose 10% year over year to $3.94 billion. Operating income increased 17% to $1.51 billion, while diluted earnings rose 23% to $0.54 per share. CSX expanded its operating margin by 240 basis points to 38.3%, even as total volume grew 6%. CSX’s official July 22 release contains the complete comparison. Part of the revenue increase came from fuel surcharges, which fluctuate with energy prices and are not necessarily evidence of durable underlying demand. The stronger bullish sig
Why CSX’s Intermodal Growth Is a Better Signal Than Its Fuel-Surcharge Revenue
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PawsAndProfits
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07-23 20:39
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Alphabet(GOOGL)$ GOOGL got absolutely hammered pre-market even though they beat market expectations on earnings, increasing their capex spend on AI-related technology. However, investors are not confident that GOOGL can cope with these goals and decide to sell off.  So the bottom line is a clear earnings beat does not always reflect in the stock movement. There are many layers of consideration in place, this is the exact reason why I do not trade earnings. With that said. I still believe in the business model and market cap that GOOGL has, it will be just a short term tai
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $...
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Isleigh
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07-23 20:51

Intel Reports Tonight: Up 278% YTD, First Named Foundry Customer, and a 15% Options Move. This Is a Binary.

The setup going into tonight is more loaded than any Intel earnings in recent memory, and not just because the stock is up 278% year to date. Two days ago Intel landed its first publicly named external foundry customer under CEO Lip-Bu Tan, Fortinet's SP6 security chip on Intel 4 process, and the stock surged 8.64%. It is now sitting at $102 to $105, down 2.68% today as the market takes profits ahead of the print. Options traders are pricing a 13 to 15% move in either direction. That is the 94th percentile of implied volatility over the past year. The market is treating this as a genuine binary, and it is right to do so. The reason is simple. Intel's transformation under Lip-Bu Tan is either real and beginning to compound, or it is still a restructuring story without foundry economics to b
Intel Reports Tonight: Up 278% YTD, First Named Foundry Customer, and a 15% Options Move. This Is a Binary.
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TigerOptions
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07-23 20:55

Why Rocket Lab’s $266 Million Contract Matters More Than Its Initial Stock Gain

$Rocket Lab USA, Inc.(RKLB)$’s new US Space Force award demonstrates that the company is developing a second launch franchise alongside its established orbital business. The contract is strategically meaningful, although the valuation still assumes substantial future execution. The Space Force awarded Rocket Lab a firm-fixed-price contract worth as much as $266 million for 12 suborbital launch vehicles, with an option for six additional vehicles. Launches are expected from Alaska’s Pacific Spaceport Complex, and $112 million was initially obligated. The award occurred on July 21 and was reported publicly on July 22. GovConWire’s contract report details the quantity, structure and funding. The missions will use HASTE, a suborbital derivative of Roc
Why Rocket Lab’s $266 Million Contract Matters More Than Its Initial Stock Gain
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TigerOptions
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07-23 21:08

Why Molina Healthcare’s Earnings Beat Cannot Hide Its Medicaid Margin Problem

$Molina Healthcare(MOH)$ exceeded second-quarter expectations and raised its annual earnings outlook, yet its shares weakened in after-hours and premarket trading. The reaction reflects a central concern: the company’s medical costs remain high, and management’s expected Medicaid recovery is weighted toward 2027 rather than the current year. Second-quarter revenue declined 4.8% year over year to $10.87 billion as lower membership reduced premium revenue. GAAP net income fell to $60 million, or $1.19 per share, from $255 million, or $4.75 per share. Adjusted earnings of $1.51 exceeded consensus expectations, and management raised full-year adjusted earnings guidance to at least $5.25 per share. The Wall Street Journal’s July 23 report summarizes the
Why Molina Healthcare’s Earnings Beat Cannot Hide Its Medicaid Margin Problem
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TigerOptions
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07-23 21:21

Why QuantumScape’s Honda Validation Does Not Solve Its Manufacturing Challenge

$Quantumscape Corp.(QS)$’s second-quarter update contained meaningful commercial validation, but the company remains a development-stage battery business whose central challenge is manufacturing at automotive scale. On June 18, QuantumScape announced a multiyear collaboration with Honda covering solid-state lithium-metal batteries for automotive and other applications. In its July 22 shareholder update, the company said it had amended its licensing milestones with Volkswagen’s PowerCo, continued working with two other top-ten automakers and shipped cells to another automotive customer. QuantumScape’s July 22 Form 8-K and shareholder letter document those developments. These relationships support the bullish thesis because automakers perform extensiv
Why QuantumScape’s Honda Validation Does Not Solve Its Manufacturing Challenge
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