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ShayBoloor
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07-27 18:24

A MESSAGE TO THE AI BEARS

When AI bears look at the low multiples $SK hynix(SKHY)$, $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$ and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margins.” The reason these suppliers trade at such low multiples is precisely because the market already assumes today’s earnings are temporary... people aren't valuing current margins as permanent so the debate is really about duration. If earnings peak this year and begin collapsing shortly afterward then the low multiples are traps and I agree with the bears but if supply re
A MESSAGE TO THE AI BEARS
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1.03K
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ShayBoloor
·
07-27 18:22

What's the AI Miracle?

Hello everyone! Today i want to share some ai trading ideas with you! 1 $NVIDIA(NVDA)$ has launched the Open Secure AI Alliance with $Palantir Technologies Inc.(PLTR)$, $SpaceX(SPCX)$, $CrowdStrike Holdings, Inc.(CRWD)$, $Palo Alto Networks(PANW)$, $Cloudflare, Inc.(NET)$,$SK hynix(SKHY)$, $IBM(IBM)$ and dozens of other tech lea
What's the AI Miracle?
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XAUUSD Gold Traders
·
07-27 18:14

GOLD: The Market is Currently in a “High-range Consolidation"

Hello everyone! Today i want to share some macro analysis with you! 1 $Gold - main 2608(GCmain)$Gold: The market is currently in a “high-range consolidation and topping” phase following Monday’s gap-up opening. Although bulls hold the advantage in the short term, pressure for a local pullback has already begun to emerge. After the early morning open, bulls pushed prices up to 4116.15 but failed to hold above 4100, subsequently facing significant selling pressure from profit-taking. Currently, the H1 chart has closed with two consecutive bearish candles (with long upper shadows), indicating very strong resistance in the 4110–4116 range and a weakening of short-term bullish momentum. A dense cluster of short-term overlapping supp
GOLD: The Market is Currently in a “High-range Consolidation"
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Jake_Wujastyk
·
07-27 18:12

The Whole Market Underwent Huge Pressure

Hello everyone! Today i want to share some technical analysis with you! 1 $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ The weekly MACD crossed to the downside last week. It did this same thing last November, which actually happened to be a short-term low before two weeks of upside. Same this time around or different? 2 $SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ Last time the weekly MACD crossed to the downside, it was a fake out. Repeat or the real deal this time? Follow me to learn more about analysis!!
The Whole Market Underwent Huge Pressure
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EliteOptionsTrader
·
07-27 18:08

Option Strategies: MU, META& .SPX

Hello everyone! Today i want to share some trading strategies with you! 1 $S&P 500(.SPX)$ TRADE PLAN 📈 📉 SPX bullish plan: SPX above 7500 | SPX July 30 7550C 📈 T: 7546, 7576 SL 7468 SPX bearish plan: SPX under 7400 | SPX July 30 7300P 📉 T: 7333, 7300 SL 7438 SPX dropped from 7525 to 7396 this past week. If SPX fails to defend 7400 after FOMC we can see a dip back to 7233 again. Puts can work under 7400 this week. If SPX pops up to 7468 and fails to hold, puts can also work. I'd wait for more positive news flow on the macro side before considering calls again. 2 $Meta Platforms, Inc.(META)$ Trade Idea: July 31 550P Trigger: 600 ✅ Targets: 544, 530 🎯 Stop: No SL 🛑 META re
Option Strategies: MU, META& .SPX
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Semi_Dig
·
07-27 14:20

Nvidia Is No Longer Just Selling Chips, It's Starting to Finance the AI Buildout.

The AI infrastructure race appears to be entering another phase. According to reports, $NVIDIA(NVDA)$ is negotiating a $250 billion financial guarantee to support OpenAI's lease of SoftBank's planned 10-gigawatt AI data center campus in Ohio. If completed, the project could cost roughly $500 billion, making it the largest AI infrastructure project announced to date. More Than a Chip Supplier The proposed structure goes well beyond selling GPUs. Nvidia would reportedly provide financial guarantees that help lower financing costs for the project, while separately discussing financing for OpenAI's GPU purchases, which could total another $350 billion. In other words, Nvidia isn't simply supplying hardware—it is helping make the infrastructure itself
Nvidia Is No Longer Just Selling Chips, It's Starting to Finance the AI Buildout.
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SGX_Stars
·
07-27 14:07
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SGX_Stars
·
07-27 13:55

Singapore's OIP Helps Companies De-Risk AI Adoption

Earlier this year, Singapore Budget 2026 outlined a continued push to embed artificial intelligence across the economy, including the establishment of a National AI Council, expanded support for AI-related expenditure and solutions, and measures to build practical AI capabilities across firms and the workforce through the National AI Impact Programme.  Last week's IMF Article IV consultation on Singapore also highlighted technology adoption, including artificial intelligence, alongside skills development, as central to productivity and medium-term growth, particularly amid an uncertain external environment. In practice, this places greater emphasis on how companies translate access to technology into execution, where solutions need to be tested, integrated and scaled within operating
Singapore's OIP Helps Companies De-Risk AI Adoption
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SGX_Stars
·
07-27 13:50

Weekly:UOB, Singtel & The Hour Glass lead Buybacks

Over the five trading sessions through 23 July, 13 primary-listed companies repurchased a combined S$22.5 million of their shares through market acquisitions. Activity was led by $UOB(U11.SI)$ , which bought back 313,500 shares for S$13.4 million, followed by $Singtel(Z74.SI)$ with S$5.6 million of repurchases. $TheHourGlass(AGS.SI)$ was also active, acquiring 229,000 shares for S$630,000. On 16 July, KGI Securities initiated coverage of The Hour Glass with an Outperform rating and a target price of S$3.94. The report highlighted the group's access to allocation-constrained brands such as Rolex, Patek Philippe and Audemars Piguet, its debt-free balance shee
Weekly:UOB, Singtel & The Hour Glass lead Buybacks
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SG DLC News
·
07-27 13:04

Gold, Silver and Nasdaq Rebound as Easing Middle East Tensions Lift Markets

Gold rose by more than 1% on Monday (27 July) morning, moving above US$4,100 after a pause in hostilities between the US and Iran helped ease concerns over oil-supply disruptions and inflationary pressures. As at 10am Singapore time, the $SPDR Gold ETF(GLD)$ was approximately 1.4% higher. Against this backdrop, the $GLD US 5xLongSG280609(GLDW.SI)$ gained more than 7%, while the $GLD US 5xShortSG280609(GOSW.SI)$ declined by a similar magnitude. Silver also advanced, with the $iShares Silver Trust(SLV)$ rising approximately 2.6%, lifting the SLV 3x Long DLC up by about 8%, while the SLV 3x Short DLC fell by a similar m
Gold, Silver and Nasdaq Rebound as Easing Middle East Tensions Lift Markets
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Dividend_Earnings_Tracker
·
07-27 13:01

🎁Weekly EPS Growth & Dividend Leaders: AAPL, MSFT, AMZN, V, XOM and more

😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between July 27 and July 31. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practical, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: AAPL, MSFT, AMZN, V, XOM & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/sharehold
🎁Weekly EPS Growth & Dividend Leaders: AAPL, MSFT, AMZN, V, XOM and more
TOPTigerAI: Weekly EPS Growth & Dividend Leaders Overview As Q2 earnings season unfolds, we evaluate key stocks by looking at their expected earnings per share (EPS) growth and dividend performance. The following insights are centered on major tech and industrial companies that have reported or are expected to report their earnings this week, specifically from July 27 to July 31, 2026: Apple Inc. (AAPL), Microsoft Corporation (MSFT), Amazon.com Inc. (AMZN), U.S. Steel Corporation (X), and Exxon Mobil Corporation (XOM). 1. Apple Inc. (AAPL) Earnings Forecast for Q2 2026: Estimated EPS: $3.61 Gross Income: $78.99B EBIT: $24.80B Recent Performance: Stock Price: $333.02 Support Price: $280.09 Resistance Price: $333.51 Options Activity: AAPL has a call/put ratio of 1.62, suggesting bullish sentiment among investors with significant call options being traded just prior to earnings. Conclusion Analysts remain relatively optimistic about Apple's upcoming Q2 performance, with an estimated EPS growth compared to last year's results. The substantial recent price performance likely indicates confidence in the stock's fundamentals. 2. Microsoft Corporation (MSFT) Earnings Forecast for Q4 2026: Estimated EPS: $16.80 Gross Income: $329.42B EBIT: $153.94B Recent Performance: Stock Price: $381.70 Support Price: $370.59 Resistance Price: $422.35 Options Activity: The bullish sentiment is evident with a call/put ratio of 2.06; a large volume in sell options suggests hedging against potential downturns. Conclusion Microsoft's favorable earnings projections are bolstered by strong demand for cloud services and software solutions. Analysts are largely positive, forecasting continued growth. 3. Amazon.com Inc. (AMZN) Earnings Forecast for Q2 2026: Estimated EPS: $1.82 Gross Income: $196.42B EBIT: $23.53B Recent Performance: Stock Price: $232.11 Support Price: $215.32 Resistance Price: $249.45 Options Activity: A notable call volume indicates bullish expectations, with a call/put ratio of 2.07, reflecting confidence in exceeding EPS estimates. Conclusion Analysts expect robust growth driven by e-commerce and cloud services, suggesting positive implications for long-term investments in Amazon. 4. U.S. Steel Corporation (X) Earnings Expectations: EPS estimates have not shown substantial departures from previous quarters, but the stock remains sensitive to material costs and global demand dynamics. Options Activity: Limited, showing a lack of significant investor sentiment surrounding earnings. Conclusion U.S. Steel's stability hinges on broader industrial trends. Analysts remain cautious ahead of earnings, highlighting potential risks from market volatility and commodity price fluctuations. 5. Exxon Mobil Corporation (XOM) Earnings Forecast for Q2 2026: Estimated EPS: $3.61 Gross Income: $99.72B EBIT: $19.52B Recent Performance: Stock Price: $156.94 Support Price: $141.58 Resistance Price: $162.63 Options Activity: The call/put ratio of 3.33 indicates strong bullish sentiment, reflecting prevailing high oil prices and anticipated revenue growth. Conclusion With strong earnings expectations, ExxonMobil's outlook appears favorable amid ongoing recovery in energy demand, though risks remain linked to price volatility in oil markets. Final Note Overall, these companies exhibit strong EPS growth prospects coupled with varying market sentiments reflected in their respective options trading activities. Investors should remain vigilant as results are published this week, as these could significantly influence market positioning. Disclaimer: TigerAI is provided solely as a tool to assist with investment research. Any content generated is for informational purposes only and does not take into account your personal objectives, financial situation, or needs. It does not constitute any investment advice, offer, solicitation, or recommendation regarding any financial products or strategies. We do not guarantee the accuracy or completeness of the content and past performance is not indicative of future results. You should not make any investment decisions based solely on the output. Always conduct your own research and consult a licensed financial advisor where appropriate.
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TrendSpider
·
07-27 18:03

LITE, NBIS, AMZN, BE& CSCO Confronted Decline Pressure

Hello everyone! Today i want to share some technical analysis with you! 1 Dot-Com Bubble ain't got nothin on this $Cisco(CSCO)$ 2 Leopold favorite Bloom Energy $Bloom Energy Corp(BE)$ nearing potential support after 5 consecutive red weeks, now down nearly -50% from all-time highs 3 Ding Ding Ding 🔔 $Amazon.com(AMZN)$ just crossed below its 200 day EMA yet again 👀 4 Sitting on the fibs + backed by Jensen? You have my attention... $NEBIUS(NBIS)$ 5 $Lumentum(LITE)$ pulling off the street high for the fir
LITE, NBIS, AMZN, BE& CSCO Confronted Decline Pressure
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Macquarie Warrants Singapore
·
07-27 12:51

What to look out for this week - rates, prices, growth, US big tech earnings

3⃣29 Jul, Wed night: FOMC widely expected to keep the federal funds rate unchanged at the 3.50 – 3.75% range, given that US inflation measures eased more than expected in June, while the labor market slowed but remained firm and continues to show further signs of improvement 🤖Microsoft and Meta are among the big tech companies to report earnings the same night. For the former, the market will center its focus on soaring AI infrastructure CAPEX forecasts while scrutiny remains high over Meta for its monetization and AI spending strategy (Yahoo Finance) 4⃣30 Jul, Thu night: US second quarter GDP is excepted to pick up modestly to 2.3% quarter on quarter, up from the first quarter's 2.1% expansion. The US personal consumption expenditures price index for June and real personal spending in Jun
What to look out for this week - rates, prices, growth, US big tech earnings
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8.31K
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Macquarie Warrants Singapore
·
07-27 11:56

🆕New warrants over Nasdaq, HSI and Sembcorp Industries

👀See how the warrants move alongside their respective index futures/stock price! Nasdaq call $NASDAQ 32000MBeCW261218(KRIW.SI)$ : https://warrants.com.sg/tools/livematrix/KRIW Nasdaq put $NASDAQ 27000MBePW261218(ERFW.SI)$ : https://warrants.com.sg/tools/livematrix/ERFW HSI put $HSI 23400MBePW260929(MXVW.SI)$ : https://warrants.com.sg/tools/livematrix/MXVW Sembcorp Industries call $SembInd MBeCW270225(KYRW.SI)$ : https://warrants.com.sg/tools/livematrix/KYRW
🆕New warrants over Nasdaq, HSI and Sembcorp Industries
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458
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Semi_Dig
·
07-27 14:34

CXMT's Record IPO Ignites China's AI Memory Story, But the Real Test Starts Now

China's memory industry just had its biggest moment yet. On its market debut, $Cxmt Corporation(688825)$ surged 531.06%, closing the morning session at RMB 54.65 per share and reaching a market capitalization of approximately RMB 3.655 trillion. The rally pushed the company past $ICBC(01398)$ to become the most valuable stock in China's A-share market. It also briefly became worth more than $BABA-W(09988)$ , underscoring just how much enthusiasm investors now have for China's AI semiconductor sector. But this isn't just another blockbuster IPO. It's a reflection of how investors are pricing the future of China's AI and memory industry. Why Did the Market Reac
CXMT's Record IPO Ignites China's AI Memory Story, But the Real Test Starts Now
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TigerObserver
·
07-27 11:53

Weekly: SPX Slips, Fed's Decisions, US Q2 GDP, Mega-Cap Tech Earnings & AI Spending in Focus

Last Week's Recap 1.Market Digest: Stocks Slip, Oil Spikes, Yields Surge, Earnings Upgraded Modestly negative — $S&P 500(.SPX)$ and $Dow Jones(.DJI)$ finished fractionally lower; $NASDAQ(.IXIC)$ dropped more than 2%. Stocks alternated gains and losses throughout the week, extending the pattern since early June. Energy shocks — Middle East escalation and shipping disruptions in the Persian Gulf and Red Sea lifted oil. U.S. crude $WTI Crude Oil - main 2609(CLmain)$ traded around $90 on Friday, up from ~$82 the prior week and $69 in early July. Yields spike — 10-year Treasury peaked at ~4.70% Thursday (highest in 1
Weekly: SPX Slips, Fed's Decisions, US Q2 GDP, Mega-Cap Tech Earnings & AI Spending in Focus
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TigerClub
·
07-27 17:07

【Live Recap] Inside the AI Memory Boom — Key Drivers, Risks and Signals to Watch

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management) Live Date: July 23, 2026 (Review Link>>) In this livestream, Ross analysed the AI memory cycle through two frameworks: the industrial-technological cycle and the monetary-financial cycle, combining top-down macro analysis with bottom-up industry research. Want a deeper dive? We broke this session down into 4 full recap articles, each covering a different piece of the puzzle>
【Live Recap] Inside the AI Memory Boom — Key Drivers, Risks and Signals to Watch
TOPShyon: I believe the recent AI memory correction is more of a valuation reset than the start of a new downcycle. The concerns Ross highlighted are valid, but I don't think they change the long-term AI infrastructure story. As long as hyperscalers keep investing in AI data centres, demand for HBM and advanced memory should remain strong. The signal I watch most is hyperscaler capex. Memory prices and inventories can fluctuate, but continued spending from Microsoft, Meta, Amazon and Google would confirm that AI demand is still expanding. I also think open-weight AI models could increase overall demand by encouraging more enterprises to deploy AI. For my portfolio, I'll stay focused on fundamentals instead of short-term volatility. If supply continues to grow much slower than AI demand, I believe the memory market can remain structurally tight for the next few years, making pullbacks potential buying opportunities rather than reasons to panic. @TigerClub @TigerStars @Tiger_comments
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koolgal
·
07-24
🌟🌟🌟With Google and Tesla recently getting punished for their big capex, the hurdle for $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ is historically rather steep. Investors are fixated on Capex and AI monetisation. Microsoft has high risk of disappointing the markets.  Even if Microsoft beats on sales, the huge USD 190 Capex has institutional investors deeply on edge. Meta has a better chance of a rally post earnings. Its AI driven content recommendations and automated ad targeting are keeping user engagement high and lowering customer acquisition costs for advertisers. Nonetheless both Microsoft and Meta Platforms are great stocks to buy and hold long term.  A disappointing quarter does

【🎁有獎話題】英特爾業績報喜,盤後狂飆13%,大超預期,能否提振AI?

@虎港通
小虎們,美股市場正經歷一場冰火兩重天的分化,昨夜 $納斯達克(.IXIC)$ 狂瀉550點, $標普500(.SPX)$ 跌1.21%, $道瓊斯(.DJI)$ 跌近1%![Surprised] 科技七巨頭市值單日蒸發7970億美元, $谷歌(GOOG)$ 大跌7%,而 $英特爾(INTC)$ 卻公佈最新業績,盤後狂飆13%![Call] 其最新業績顯示Q2營收161億美元,同比增長25%,銷售增速創最近十五年最快!預計其Q3營收在158-168億美元,並上調了26-27年的資本開支預期![666] 然而對比慘烈的是, $特斯拉(TSLA)$ 財報公佈後一度大跌超15%!那麼科技股血洗之夜,你認為唯一亮點英特爾當前適合佈局嗎?能否提振美股AI行情?[YoYo] 一、本季科技巨頭財報:冰火兩重天 1. 谷歌(GOOGL):雲業務爆發,但現金流首度轉負 $谷歌(GOOG)$
【🎁有獎話題】英特爾業績報喜,盤後狂飆13%,大超預期,能否提振AI?
🌟🌟🌟With Google and Tesla recently getting punished for their big capex, the hurdle for $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ is histor...
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Shyon @JC888 @Barcode @SherniceXuan 2000
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Lanceljx
·
07-24
I see this as more than a routine risk reset, but not yet a confirmed trend reversal. The 14.5% plunge reflects the market suddenly demanding evidence that Tesla’s AI valuation can eventually translate into cash flows. The numbers justify the concern. Q2 revenue reached a record $28.2B and deliveries rose strongly, but operating margin collapsed to 1.4%, versus the Street’s pre-report expectation of roughly 5.4%. Free cash flow was -$1.1B, largely because capex more than doubled sequentially. Tesla expects over $25B of capex in 2026, with spending continuing to rise as Robotaxi, Optimus, AI compute and manufacturing capacity expand.  The crucial distinction is that Tesla is not suffering from collapsing demand alone. It is deliberately sacrificing current profitability to finance busi
I see this as more than a routine risk reset, but not yet a confirmed trend reversal. The 14.5% plunge reflects the market suddenly demanding evide...
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Pinkspider
·
07-24

TESLA

think many investors are learning about the difference between being a $TSLA perma bull vs a TSLA realist. The perma bull views every earnings call, product announcement, or anything related to the company as immediately bullish for the stock. The Realist, understands the long term assymetric upside of TSLA, but understands Wall Street and the market’s short term focus / expectations, macro factors, and financials can cause irrational moves in the stock price. A perfect example of market reactions that don’t make sense is “record sales”, but missing estimates or topping EPS, but missing in guidance. The market reacts relative to set expectations. That’s near term. Long term scale, revenue growth, and earnings growth is what drives price.
TESLA
TOPCliff: Who said the reaction is irrational? IV already prices this in
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