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TigerOptions
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07-25 21:26

Why Blackstone’s AI Exposure Now Extends Far Beyond Technology Stocks

$Blackstone Group LP(BX)$’s second-quarter results show how the artificial-intelligence investment cycle is spreading from semiconductor companies into private infrastructure, real estate and credit. The opportunity is significant, but it also exposes Blackstone to the risk that data-centre development is becoming too aggressive. Distributable earnings increased 26% year over year to $1.52 per share, exceeding the approximately $1.35 analysts expected. Blackstone attracted nearly $70 billion of quarterly inflows, lifting assets under management to $1.35 trillion. Blackstone’s July 23 earnings release provides the reported results. The firm’s AI exposure includes data centres, electricity generation, transmission infrastructure and financing for comp
Why Blackstone’s AI Exposure Now Extends Far Beyond Technology Stocks
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TigerOptions
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07-25 22:37

Why Verizon’s Subscriber Recovery Matters More Than Its Revenue Miss

$Verizon(VZ)$’s second-quarter results offered the clearest evidence yet that its turnaround is improving customer growth. The shares rose 5.9% on July 24 even though total revenue missed expectations, showing that investors placed greater weight on subscriber additions, cash flow and higher guidance. Verizon added 184,000 postpaid phone customers, producing its strongest consumer second-quarter result in five years. Across mobility and broadband, total net additions exceeded 550,000—more than 230,000 higher than a year earlier. Mobility and broadband service revenue increased 2.8%. Verizon’s July 24 earnings release provides these operating figures. Adjusted earnings reached $1.30 per share, slightly above expectations. Verizon raised its full-year
Why Verizon’s Subscriber Recovery Matters More Than Its Revenue Miss
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DoTrading
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07-25 22:39

Earnings Are Beating Expectations… So Why Are Stocks Falling?

For years, the formula seemed simple: Beat earnings → Stock goes up. Not anymore. This earnings season is sending a very different message to investors: Strong results are no longer enough. Wall Street wants something else. Great Earnings, Brutal Market Reactions MAG7 Take a look at what happened this week: $Intel(INTC)$ crushed expectations with stronger revenue, earnings, and AI growth... yet the stock fell 7.9%. $American Express(AXP)$ reported another impressive quarter, fueled by a 9% increase in cardmember spending... shares still dropped 4.3%. $Alphabet(GOOG)$ delivered results that would have impressed even the biggest AI skeptics... but the stock ended th
Earnings Are Beating Expectations… So Why Are Stocks Falling?
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Mathematical Money
·
07-26 17:00

SpaceX Just Broke Below Its IPO Price. I Doubled The Short.

SpaceX broke below its $135 IPO price for the first time this week. On Thursday, July 23, SPCX hit an all-time low of $110.85. It closed Friday at $113.45. That's a roughly 50% drawdown from the post-IPO high of $225.60. Just six weeks ago the stock was trading at nearly double where it is today. Below the IPO price is a specific psychological level for a new listing — it's the first point at which every single public shareholder is underwater on their entry. I want to talk about what I did this week. I doubled the short side of the ECHO/SPCX pair I wrote about last time. Went from 225 shares short to 450. Added 300 more shares on the long ECHO side too. Position sizing on this specific trade is now materially bigger than it was seven days ago. I want to walk through the reasoning, becaus
SpaceX Just Broke Below Its IPO Price. I Doubled The Short.
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Sporeshare
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07-24 08:21
$Suntec Reit(T82U.SI)$     – Suntec REIT recorded strong distributable income of $116.5 million for the half year ended 30 June 2026 (“1H 26”), 25.5% higher than the corresponding period in 2025 (“1H 25”). Distribution per unit (“DPU”) to unitholders was 3.936 cents or 24.8% higher year-on-year. The robust year-on-year improvement was driven by the stronger operational performance of the Singapore Office and Retail portfolio, lower financing costs as well as lower Australia withholding tax provision as the REIT retained the Australia Managed Investment Trust status1. This more than offset the absence of a one-off compensation recorded in 1H 25 from the surrender of 3 floors at 177 Pacific Highway in Sydney which have since been backfi
$Suntec Reit(T82U.SI)$ – Suntec REIT recorded strong distributable income of $116.5 million for the half year ended 30 June 2026 (“1H 26”), 25.5% h...
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Lanceljx
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07-24 22:31
Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-centre revenue jumped 59%. More importantly, Q3 guidance also came in well above expectations.  The bullish case is strengthening: AI infrastructure is reviving demand for Intel CPUs, pricing power is returning, and adjusted gross margin reached 41.8%, with management guiding roughly 42% next quarter.  The catch is valuation and execution. At around $98, investors are already pricing in a substantial recovery. Intel still needs to demonstrate that 18A can ramp economically and external foundry customers can become meaningful, rather than the recovery being mainly stronger CPU pricing and AI server demand. I would view the next phase rou
Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-c...
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Optionspuppy
·
07-25 00:35

📈 7-Day Technical Analysis of OCBC Bank (SGX: O39)

Over the past seven trading days, OCBC has remained in a short-term uptrend despite experiencing minor daily pullbacks. The share price climbed from around S$28.36 to a recent high near S$29.18, before easing slightly to about S$28.90. This suggests that buyers are still supporting the stock after a strong rally. Key observations: * ✅ Higher highs and higher lows indicate the uptrend remains intact. * ✅ The S$28.50–28.70 area is acting as short-term support. * ✅ Resistance is around S$29.20, where sellers previously emerged. * ✅ A breakout above S$29.20 with strong trading volume could signal another leg higher. * ✅ If the price falls below S$28.50, traders may watch the next support zone before considering new entries. Overall, the 7-day chart remains technically constructive, with moment
📈 7-Day Technical Analysis of OCBC Bank (SGX: O39)
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PawsAndProfits
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07-16
$ulta beauty(ULTA)$   $Robinhood(HOOD)$   $TKO Group Holdings(TKO)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I still remember vividly I signed up for an options trading course with Terence Tan, a local options trader based of Singapore in 2019. I progressed from someone who know nothing about options to being confident to excute trades under my mentor guidance to now being able to do chart reading and make my own trades. I definitely struggled a lot to
$ulta beauty(ULTA)$ $Robinhood(HOOD)$ $TKO Group Holdings(TKO)$ Disclaimer: Nothing I say or post should be considered financial advice. Please do ...
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NicoleWong
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07-22
$SpaceX(SPCX)$🔄 SpaceX Is Trading More Like a Market Event Than a Mega-Cap Most mega-cap stocks trade only a small fraction of their available shares each day. SpaceX is operating on a different scale. On its IPO day, trading volume reached the equivalent of 82% of its free float, the shares available for public trading rather than held by insiders or other restricted investors. Activity has cooled since launch week, but not by much. Daily turnover has remained between 10% and 30% of free float, far above the roughly 0.3 – 1% typically seen across established mega-caps such as Apple, Microsoft, NVIDIA, and Amazon. Even the denominator has expanded. SpaceX’s greenshoe, an IPO mechanism that allows the banks managing the listing to sell
$SpaceX(SPCX)$🔄 SpaceX Is Trading More Like a Market Event Than a Mega-Cap Most mega-cap stocks trade only a small fraction of their available shar...
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koolgal
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07-24 07:00
🌟🌟🌟SGX's 10 share lot is simply genius!  It turns the giants of our Singapore market into something you can finally reach and hold.  It lets every Singaporean own a small part of the nation's heartbeat. When the gates open on October 5, I am not chasing hype.  I am choosing legacy. Since I already hold the 3 Singapore banking lions, I will choose $Great Eastern(G07.SI)$ and $Haw Par(H02.SI)$ Great Eastern is not just an insurer.  It is a century old institution woven into Singapore's fabric.  It

[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?

@Tiger_SG
Big news for Singapore stock investors! Starting 5 October 2026, $SGX(S68.SI)$ is slashing the standard board lot from 100 shares to 10 shares for 11 securities. More details >> sgx.com/stock-exchange/trading 📋 The 11 stocks on the list: $DBS(D05.SI)$ | $Great Eastern(G07.SI)$ | $Haw Par(H02.SI)$ | $Jardine C&C(C07.SI)$ | $JMH USD(J36.SI)$ | $Keppel(BN4.SI)$ | $OCBC Bank(O39.SI)$ | $Pr
[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?
🌟🌟🌟SGX's 10 share lot is simply genius! It turns the giants of our Singapore market into something you can finally reach and hold. It lets every Si...
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Shyon
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07-25 00:01
The point that resonated with me most was the distinction between a short-term top and the end of a long-term bull market. Many investors mistake every correction as the collapse of the AI thesis, but valuation resets are a normal part of secular growth cycles. That matches how I've been viewing the recent semiconductor pullback. I also found the discussion on the HBM supply gap insightful. As AI models continue to grow, advanced memory remains a key bottleneck. Despite short-term volatility, I believe the long-term demand for HBM and high-performance DRAM remains strong. My biggest takeaway is to separate price action from business fundamentals. Rather than reacting emotionally, I prefer to focus on industry trends and supply-demand dynamics. Corrections often create opportunities for pa
The point that resonated with me most was the distinction between a short-term top and the end of a long-term bull market. Many investors mistake e...
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NicoleWong
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07-24 21:14
$蘋果(AAPL)$🍎 Apple Leads a Split Magnificent 7 The Magnificent 7 once traded like one giant bet on technology. In 2026, investors are drawing much sharper lines between them. This week’s earnings made that split harder to ignore. Alphabet Inc. delivered explosive cloud growth, but shares fell as its 2026 capital spending forecast climbed to $195 – 205 billion. Tesla beat revenue expectations, yet weaker profits and negative free cash flow put the cost of its AI, robotics and robotaxi ambitions back under scrutiny. Meanwhile, Apple leads the group without matching the scale of the industry’s AI infrastructure arms race. The market has not stopped believing in AI. It is becoming more selective about: - Who is funding it - Who is already moneti
$蘋果(AAPL)$🍎 Apple Leads a Split Magnificent 7 The Magnificent 7 once traded like one giant bet on technology. In 2026, investors are drawing much s...
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NicoleWong
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07-24 21:13
$阿斯麥(ASML)$⚙️ ASML’s Chipmaking Moat Pays Off ASML converted €9.3B in quarterly sales into €2.9B in net profit. That is what happens when the world’s most advanced chipmakers depend on technology no rival currently supplies at scale. The quarter showed the moat widening: - Sales rose 21% YoY - Net profit climbed 27% - Gross margin reached 54% - 2026 revenue guidance increased to €43–45B AI demand is pushing chipmakers to expand capacity, while ASML is preparing to increase EUV and DUV output by roughly 30% in 2027. The stock reaction was less straightforward. Stock price jumped after the report, then surrendered part of the move before rebounding. By yesterday´s close, ASML’s U.S.-listed shares were around 1% above their July 14 close a
$阿斯麥(ASML)$⚙️ ASML’s Chipmaking Moat Pays Off ASML converted €9.3B in quarterly sales into €2.9B in net profit. That is what happens when the world’...
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OptionsDelta
·
07-25 01:13

SK Hynix Range-Bound Strategy: Annualized Yield Reaches 103%!

$SK hynix(SKHY)$ In the current range-bound market, U.S.-listed SK Hynix has a key weapon that the Hong Kong-listed 7709 $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ lacks: options! The Hong Kong ticker can only trade the underlying stock for price differences, while U.S.-listed SKHY allows you to Sell Puts during high volatility, turning range-bound movement directly into cash flow. Indeed, we've seen many large Sell Put orders over the past two days. Why is now particularly suitable for Selling Puts? SK Hynix reports earnings on 7/29, and pre-earnings IV has been pushed very high, making premiums especially rich. In addition, while the memory sector may not rally much in the short term, its long
SK Hynix Range-Bound Strategy: Annualized Yield Reaches 103%!
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Trend_Radar
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07-24 21:28

$BRK.A Trades at 14.6x Earnings with a $756K Analyst Target

$Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.A) Edges +0.53% Higher as Value Play Stabilizes Near $736K, Defending Key Support at $723K 🛡️ Latest Close Data: BRK.A closed at $736,632.44, up +0.53% on July 24, 2026. The stock is currently -4.95% below its 52-week high of $775,000.00, with an intraday range of $729,578.40 - $736,632.44 on extremely thin volume (127 shares). 📊 Core Market Drivers: The conglomerate shows resilience as a defensive value anchor amid tech sector volatility. Recent sentiment highlights BRK's disciplined capital allocation, with analysts noting the firm's ability to find value even as competitors chase overbought momentum. Low short volume (latest ratio 39.90%) confirms limited bearish conviction. 💼 Technical Analy
$BRK.A Trades at 14.6x Earnings with a $756K Analyst Target
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Trend_Radar
·
07-24 21:26

Can $ETSY Clear $83 After the Depop Sale?

$Etsy(ETSY)$ $Etsy, Inc.(ETSY) Edged +0.53%, Bulls Eye $83 Resistance as Oversold Bounce Gains Momentum 📈 Latest Close Data: ETSY closed at $80.91 (+0.53%) on July 24, 2026. The stock is rebounding from local lows but remains -7.1% below its 52-week high of $87.14. Core Market Drivers: Sentiment got a lift from Etsy’s strategic move to sell its fashion resale platform Depop to eBay for ~$1.2B, expected to close in Q3, streamlining focus on core handmade marketplaces. Macro headwinds persist amid mixed consumer discretionary spending, but the divestiture provides a near-term catalyst and cash influx. Technical Analysis: The rebound is gaining traction with a 1.03 Volume Ratio, indicating steady participation. The daily MACD histogram is printing gr
Can $ETSY Clear $83 After the Depop Sale?
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Trend_Radar
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07-24 21:22

Can $CAT Reclaim $952 After Michael Burry's Short?

$Caterpillar(CAT)$ $Caterpillar Inc.(CAT) +0.59% Holds Ground at $894.54: Industrial Giant Stabilizes, Bulls Eye $952 Resistance Amid Short-Squeeze Buzz 📈 Latest Close Data: CAT closed at $894.54, up +0.59% on July 24, 2026. The stock is recovering from a severe sell-off triggered by Michael Burry's short, currently trading -16.7% below its 52-week high of $1,073.46. Core Market Drivers: The stock is stabilizing following a sharp correction after famed investor Michael Burry shorted CAT at $1,060.98, citing valuation concerns. Recent price action suggests technical rebound momentum as short-sellers potentially lock in profits, while analysts from Oppenheimer, Citigroup, and Bernstein maintain aggressive targets up to $1,218, creating a sharp contra
Can $CAT Reclaim $952 After Michael Burry's Short?
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Trend_Radar
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07-24 21:19

Can $CVX Break Above $201 Despite an RSI at 90?

$Chevron(CVX)$ $Chevron(CVX) +0.75% Recovery: Energy Giant Eyes $201 Resistance, RSI Warns of Overbought Conditions 🛢️ Latest Close Data: $CVX closed at $194.42 (+0.75%) on July 24, 2026. The stock is trading roughly 9.5% below its 52-week high of $214.71, showing a steady recovery from recent consolidation. Core Market Drivers: The energy sector is finding support from renewed geopolitical supply concerns, with reports of U.S. advancing talks on the Iraq-Syria oil pipeline. Chevron’s robust 3.55% dividend yield continues to attract income-seeking investors amid market volatility, while the company's low P/S ratio of 2.09 highlights its value proposition in a capital-intensive industry. Technical Analysis: Volume came in at 8.15M shares, slightly a
Can $CVX Break Above $201 Despite an RSI at 90?
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Trend_Radar
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07-24 21:11

$PFE Holds $25 Support with Resistance at $26.22

$Pfizer(PFE)$ $Pfizer(PFE) +0.77%: Dividend Giant Consolidates Gains, $26 Resistance Looms Latest Close Data: PFE closed at $25.01 on July 24, 2026, gaining +0.77%. The stock remains -13% below its 52-week high of $28.75, trading in a tight range with a low of $24.75 and high of $25.10. Core Market Drivers: The price action reflects cautious sentiment following HSBC's recent downgrade to "Hold" with a target cut to $28. Value buyers are balancing a massive 6.88% dividend yield against concerns over the post-pandemic pipeline transition. Institutional flows remain mixed, with BlackRock and Vanguard holding steady. Technical Analysis: Volume came in light at 30.87M shares (Volume Ratio 0.79), signaling low conviction in the uptick. The daily MACD is
$PFE Holds $25 Support with Resistance at $26.22
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Trend_Radar
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07-24 21:08

Can $P Break Above $80.58 After a 25% Drop from Highs?

$Everpure(P)$ $Everpure (P) Gains +0.82%: Data Storage Leader Consolidates, $80.58 Resistance in Sight 📈 Latest Close Data: $P closed at $75.19, up +0.82% on July 24, 2026. The stock is currently trading -25.25% below its 52-week high of $100.59 but sits well above its 52-week low of $54.37. Volume was light at 1.64M shares, below the recent average, indicating a quiet consolidation day. 🔍 Core Market Drivers: Everpure, a leader in all-flash data center solutions, is riding the AI-driven storage demand wave. Recent sector strength was noted on July 21, with the stock surging 5.29% alongside peers like $Western Digital(WDC)$ and $Seagate Technology PLC(STX)$ . However,
Can $P Break Above $80.58 After a 25% Drop from Highs?
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