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333
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What for
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07-27
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478
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What for
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07-27
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Captain Ashford
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07-27 16:19
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STLoke
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07-27 17:34
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4M65
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07-27 17:59
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DaraC
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07-27 18:11
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Feijoa8025
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07-27 19:25
$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that are difficult to replicate: * Dominant leadership in advanced semiconductor manufacturing. * Extremely high switching costs for customers. * Essential supplier to virtually every major AI chip designer. * Strong pricing power as demand exceeds supply. * Multi-year visibility into AI-related capital spending.  Latest bullish news 1. Another blockbuster earnings beat TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven grow
$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that...
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Bobby Banana
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07-27 19:30
$NVIDIA(NVDA)$ I may trim $NVIDIA(NVDA)$  and move my capital around. But would definitely buy back it is drops back to around $200 mark. Even though NVIDIA (NVDA) has been trading sideways recently, the underlying business continues to strengthen. A flat stock price doesn’t necessarily mean the investment thesis has weakened—it can simply reflect that earnings are catching up with valuation. Here are the main reasons long-term investors continue to hold NVDA. 1. AI spending is still in the early innings The biggest bullish argument hasn’t changed. The world’s largest cloud providers—Microsoft, Amazon, Google, Meta, Oracle, and xAI—are collectively planning to spend hundreds of billions of dolla
$NVIDIA(NVDA)$ I may trim $NVIDIA(NVDA)$ and move my capital around. But would definitely buy back it is drops back to around $200 mark. Even thoug...
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Wayneqq
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07-27 19:47
$VanEck Semiconductor ETF(SMH)$   You don't have to understand every in and out of the market. You just need to know why you are in it. Continue to DCA into chips for the future
$VanEck Semiconductor ETF(SMH)$ You don't have to understand every in and out of the market. You just need to know why you are in it. Continue to D...
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LiverpoolRed
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07-27 20:44
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219
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Stormytw
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07-27 21:05
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394
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Hakunayourtatas
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07-27 21:43
$Oscar Health, Inc.(OSCR)$ for coins, looking forward to earning coming up soon. Will prices retrace to backtest support or rocket upwards to break resistances and get closer to ATH/ form new ATHs? 
$Oscar Health, Inc.(OSCR)$ for coins, looking forward to earning coming up soon. Will prices retrace to backtest support or rocket upwards to break...
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Moolele
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07-27 22:18
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715
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Ah_Meng
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07-27 22:56
$SOXS2 20260821 5.0 CALL$ Does this carry the mood? Just when we thought the risk on mode is coming back with the temporary US-Iranian ceasefire, with oil prices correcting nicely... one hour, just one hour into US trading hours, all the good vibes come running off... reality strikes with US Fed meeting this week.  The US Fed is no longer what it used to be. It appears that the bond market is in control rather than the interest setting Fed. The bond holders are telling the new Fed chair 🪑 that he is but indeed a piece of furniture if he doesn't follow them. Damn if he doesn't follow, condemn if he does! Either way, it appears as a lose-lose situation for him. This $Direxion Dail
$SOXS2 20260821 5.0 CALL$ Does this carry the mood? Just when we thought the risk on mode is coming back with the temporary US-Iranian ceasefire, w...
TOPquixy: Who said bond holders control means SOXS wins? IV looks pricey already
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Barcode
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07-28 02:49
$HBT Financial, Inc.(HBT)$ $First Busey(BUSE)$  $Old Second(OSBC)$  🚀 $HBT Q2 2026 Earnings: Merger Synergies Ignite Profit Growth as Margins Outperform Regional Banking Peers HBT Financial delivered a standout first full quarter following its CNB Bank acquisition, demonstrating that disciplined integration can rapidly translate into stronger profitability. Net Income surged to $27.8 million, or $0.76 per share, from an acquisition-impacted $11.2 million in Q1. Net Interest Income climbed 22.5% sequentially, while Net Interest Margin (NIM) expanded 12 basis points to an impressive 4.32%, bucking the trend of margin pressure across many regional
$HBT Financial, Inc.(HBT)$ $First Busey(BUSE)$ $Old Second(OSBC)$ 🚀 $HBT Q2 2026 Earnings: Merger Synergies Ignite Profit Growth as Margins Outperf...
TOP1PC: Nice Sharing 😁 @JC888 @koolgal @Shyon @DiAngel @Aqa @Shernice軒嬣 2000
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nerdbull1669
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07-28 08:36

Qualcomm Fiscal Q3 2026 Earnings Preview: Handset Trough vs. Automotive Expansion

$Qualcomm(QCOM)$ reports its fiscal Q3 2026 earnings after the market close on Wednesday, July 29, 2026. Having pulled back nearly 35–40% from its prior highs to hover around $170, QCOM presents a classic high-implied-volatility earnings setup: strong cyclical drag from mobile handset exposure competing against explosive long-term growth in diversification segments. Key Metrics & Headlines to Watch Management’s guidance for fiscal Q3 pegged revenue between $9.2B and $10.0B and adjusted EPS between $2.10 and $2.30. Consensus estimates sit slightly lower on EPS (around $1.95–$2.22) due to conservative modeling around soft smartphone shipments in China. Qualcomm reported its fiscal Q2 2026 earnings on April 29, 2026. Whil
Qualcomm Fiscal Q3 2026 Earnings Preview: Handset Trough vs. Automotive Expansion
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koolgal
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07-28 07:23

The Ultimate Test: What to Expect from the Big 4 Tech Giants This Week

🌟🌟🌟This week, the direction of the stock market will be decided by the corporate report cards of the 4 most powerful companies on earth: Microsoft, Meta, Amazon and Apple. Together these Big 4 titans are the backbone of the stock market.  Over the past year, their massive growth has carried portfolios to historic highs, largely because everyone is excited about Artificial Intelligence or AI.  But the market is no longer buying into this generic hype. This week investors want to see hard proof that these companies are actually making massive profits from their tech investment. Here is a simple stress free breakdown of what to watch out for from each tech giant. The Big 4 Report Cards: What To Look For 1. $Microsoft(MSFT)$ <
The Ultimate Test: What to Expect from the Big 4 Tech Giants This Week
TOPJWCo: Good article, I like the quotes at the end
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pretiming
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07-28 05:53

$AAOI Weekly Recap: 15.76% Rally, 10.60% Selloff, Earnings Now Hold the Key

$Applied Optoelectronics(AAOI)$ 🍰 This Week's Full Course: AAOI From last week's opening report to this week's daily coverage, here's how the SPR cycle for AAOI actually played out — and what it means going forward. All reports are published at pretiming.report. Add up every session in this cycle and AAOI's week looks almost quiet: a close of $100.20, down just 2.21%. Look inside that number, though, and the cycle held one of the widest single-week ranges this position has produced — a 15.76% rally, a 10.60% one-day selloff, and a Risk Level reading that quietly improved to its mildest tier of the entire Sell and Observe position even as the Bullish zone transition odds collapsed back to zero. This is the story of how those two threads — improving
$AAOI Weekly Recap: 15.76% Rally, 10.60% Selloff, Earnings Now Hold the Key
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Michael Esther
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07-28 06:05

These 3 Indicators Tell You Whether Risk-On Is Real

You can use these 3 market indicators to figure out if $SPDR S&P 500 ETF Trust(SPY)$ believes Donald Trumps lies or not: 1. Brent crude oil prices 2. 10 year treasury yields 3. US dollar Here's how to read each one: 1/ BRENT CRUDE The cleanest tell. Iran risk lives in oil first. Believes it → Brent sells off. The war premium bleeds out and traders start pricing Iranian barrels coming back onto the market. Doesn't believe it → Brent holds bid. ~20% of the world's seaborne oil moves through Hormuz. Nobody sells that risk on a headline. 2/ 10 YEAR YIELDS This one is two-sided, and that's where people get it wrong. Yields can RISE on peace (safe haven bid unwinds, growth outlook improves) or FALL on peace (lower oil = lower inflation). So don't tra
These 3 Indicators Tell You Whether Risk-On Is Real
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