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07-28
AEHR& FLNC: Two Names I Think People Need to Understand More
Two names I think people need to understand more: 1. $Aehr Test(AEHR)$: -> Now given back nearly all of earnings gain (which was +40%). -> So many names map back to $Aehr Test(AEHR)$ -> Guiding for $140M (midpoint) which is ~170% growth from FY26 expected revenue for 20x sales. -> Not cheap...but certainly a big opportunity when you take into account $100M backlog too. 2. $Fluence Energy, Inc.(FLNC)$: -> Now given back more than the Q1 earnings jump -> FY26 revenue guidance is $3.2B - $3.6B and the current MC is $2.5B. -> And then there's $5.6B in backlog which DOES NOT include the hyperscaler p
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07-28
TRADE PLAN for Tuesday 📈
TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ 100 pt intraday move from the highs to lows today. SPX managed to defend 7400 but we're already seeing lots of volatility before FOMC on Wednesday. If SPX can hold 7400 after FOMC we can see 7500 again. If 7400 fails, puts can work. $ARM Holdings(ARM)$ earnings coming up on Wednesday, if there's a positive reaction.. ARM to 300 in play. ARM July 31 300C can work above 2700 $Micron Technology(MU)$ keep an eye on 821 this week if it fails, MU to 650 possible on a panic sell. $SanDisk Corp.(SNDK)$ to 1100 as well if we
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07-28
DOCU, NOW, AXON, COHR& GOOG Face the Same Challenge?
Hello everyone! Today i want to share some technical analysis with you! 1 Blink and you missed it 💥 $Alphabet(GOOG)$ $Alphabet(GOOGL)$ 2 Sidekick flagged Coherent $Coherent(COHR)$ for having some of the most bullish CEO language on recent earnings. The stock currently sits on the 50-week EMA for only the 2nd time in the last 12 months, while revenue continues climbing 👀 3 Picking up steam off the long term trendline $Axon Enterprise, Inc.(AXON)$ 👀 4 Peeking above resistance 👀 $Docusign(DOCU)$ 5 Look
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07-28
As the AI Rally Cools, This Sector Is Quietly Gaining Strength
Over the past month, the AI sector has shown signs of a major pullback. For example: SK Hynix, the memory chip giant, has plunged 40% from its peak; ARM has fallen 43% from its highs, and Japan’s NAND flash memory leader Kioxia has dropped 55%. $SK hynix(SKHY)$ $ARM Holdings(ARM)$ It is worth noting that Kioxia’s market capitalization once exceeded $368.2 billion, surpassing Toyota Motor by more than $100 billion in June this year and making it the largest company by market value in Japan. However, in just one month, Kioxia’s market capitalization has evaporated by approximately $180 billion. As the AI trade cools off, another sector is quietly gaining strength, biopharmaceu
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07-28
META Q2 Preview: Strong Ads, Heavy AI Spending
Takeaway Meta’s core ad business is still strong. AI is already helping user engagement, ad delivery and conversion. The main debate is whether this can justify a 2026 capex budget of US$125–145 billion. The bull case is clear: better recommendations, stronger ad tools and higher GPU use can support growth. The bear case is also valid: external AI services may face falling prices, high competition and weak returns. For Q2, the key numbers are ad impressions, ad pricing, operating margin, capex and free cash flow. $Meta Platforms, Inc.(META)$ will report Q2 2026 results after market close on 29 July. Market estimates point to revenue of about US$60.2 billion, close to the top end of management’s US$58–61 billion guidance. Revenue gr
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07-28
📈 My Thoughts: Can the Fed FOMC and the Big Four Tech Stocks Stay Safe During Earnings Week? Enjoy these privileges with the Tiger BOSS Debit Card!
📈 My Thoughts: Can the Fed FOMC and the Big Four Tech Stocks Stay Safe During Earnings Week? This week is shaping up to be one of the most important weeks for the US stock market. The Nasdaq 100 recently fell 1.1%, showing that investors are becoming more cautious ahead of several major events. Markets are now watching two key catalysts: the Federal Open Market Committee (FOMC) meeting and earnings reports from the Big Four technology companies, including Apple, Microsoft, Meta Platforms, and Amazon. These events could determine the market’s direction for the coming weeks. 🏦 The Importance of the FOMC Meeting The FOMC sets US monetary policy and interest rates. Although most investors expect interest rates to remain unchanged, the real focus will be on Federal Reserve Chair Jerome Powell’s
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07-28
China’s DUV Push, Apple’s Record High, Nvidia’s 5% Drop: Is Big Tech Being Re-Ranked?
Three very different technology stories hit the market in the same session. China reportedly began producing domestically developed immersion DUV lithography machines, pressuring ASML and the broader semiconductor-equipment sector. $NVIDIA(NVDA)$ fell about 5% as investors questioned how deeply the chip leader may become financially involved with the companies buying its hardware. Meanwhile, $Apple(AAPL)$ reached a record closing high and reclaimed the title of the world’s most valuable listed company. Together, these moves suggest that the market is changing the way it values technology companies. The new questions are becoming clearer: Who controls a critical bottleneck? Who is taking on the financial r
TOPShyon: I would choose B, while keeping D in mind. I'm still bullish on the AI infrastructure ecosystem because I believe we're in the early stages of AI adoption. Nvidia, TSMC and the broader semiconductor supply chain continue to have strong long-term demand. The financing concerns around Nvidia are worth monitoring, but they don't change my long-term view. China's immersion DUV progress is strategically important, but the real test is customer qualification, production stability and repeat orders—not just the first machines. I'll be watching execution rather than headlines, as successful mass production would be a meaningful milestone for the semiconductor industry. Apple reclaiming the top spot shows the market is placing greater value on cash flow and capital efficiency. I believe the next winners won't just have the best technology—they'll also be the companies that can convert AI investment into sustainable earnings and long-term growth. @Tiger_comments @TigerStars @TigerClub
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07-28
📈 Why I Own These Singapore Stocks in My Portfolio
I prefer building a portfolio focused on quality companies, steady dividend income, and long-term capital appreciation. Rather than chasing high-risk growth stocks, I invest in businesses with strong market positions, consistent earnings, and attractive dividend yields. My goal is to let capital grow over time while collecting dividend income of around 3% to 5% annually based on current market prices. 🏦 OCBC Bank (100 Shares) My largest position is OCBC Bank because I believe Singapore’s banks are among the strongest in Asia. OCBC has a diversified business across consumer banking, wealth management, insurance, and commercial banking. Rising wealth inflows and resilient earnings make it one of my core long-term holdings. I bought my shares at SGD 16.896, and the current price is SGD 28.920
TOPif U do want a broad range of country exchanges U must not go past my Australian security exchange pick from this side of the globe, Gr engineering (GRG) is a must for a constantly gaining and little depletion share you will thank me for advising to you, she is a little beauty, well it's only if U get some that you will thank me, welcome,
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07-28
Apple Just Took Back the Crown
For the first time since April 2025, $Apple(AAPL)$ has overtaken $NVIDIA(NVDA)$ to become the world's most valuable public company again. Current market value: Apple: approximately $4.95 trillion Nvidia: approximately $4.8 trillion The change wasn't driven by Apple suddenly announcing a breakthrough AI model. It happened because investors are beginning to look at the AI boom through a different lens. The Market Is Starting to Ask a Different Question Over the past few years, the dominant narrative was simple: Build more AI infrastructure. Buy more GPUs. Spend more on data centers. That strategy created enormous winners, with Nvidia becoming the face of the AI revolution. But recently, investors have beco
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07-28
China's Domestic DUV Lithography Progress Enters a New Stage
One of the biggest long-term challenges in semiconductor manufacturing has always been lithography equipment. Now, China's domestic ecosystem appears to have reached another important milestone. According to industry reports, a Shanghai-based semiconductor equipment company has begun manufacturing immersion DUV (Deep Ultraviolet) lithography systems, with the first batch expected to be delivered to local chipmakers for production verification. While the initial production volume remains small, the development represents another step forward in China's efforts to build a more complete semiconductor equipment supply chain. Capital Markets Reacted Immediately The report also triggered a sharp reaction across semiconductor equipment stocks. Following the news, shares of several major equipment
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07-28
$DBS(D05.SI)$ Share to earn points, up up up to the moon, waiting for you at $80 [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]
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07-27
$China Aviation(G92.SI)$ Waiting for more upside.
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07-27
$OCBC Bank(O39.SI)$ More upside nearer to result ?
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07-27
$DRAM 20260807 30.0 PUT$ Easy theta gang lunch money
270
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07-27
$TSLA 20260821 460.0 CALL$ Looking good on paper. [Miser]
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07-27
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07-27
$Taiwan Semiconductor Manufacturing(TSM)$ 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
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07-27
$NVIDIA(NVDA)$ 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
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07-27
$VanEck Semiconductor ETF(SMH)$