990
·
07-30 14:31
AI Still Has Potential to Go Up?
Hello everyone! Today i wan to share some ai trading ideas with you! 1 $Microsoft(MSFT)$ has one of the clearest full-stack AI monetization stories in the market today. Azure captures infrastructure spending, Foundry monetizes model deployment and governance, Fabric and its databases own the data layer while Copilot, GitHub, Dynamics and Microsoft 365 capture the application layer. That breadth is already showing up in the numbers with Azure growing 43% despite surpassing $100B in annual revenue, guidance accelerating toward 45% next quarter and commercial RPO reaching $678B. MSFT added another gigawatt of capacity this quarter and remains on track to roughly double total capacity within two years. That expansion included 31 new da
TOPPhoebezzz: [Strong]Thanks for sharing. Curious to hear your thoughts on which AI segment could generate strong returns over the next 2–3 years.
631
·
07-30 14:15
Option Strategies: All Sell-to-open Targeting For High-tech Stocks
Hello everyone! Today i want to share some option strategies with you! 1 Got these optionselling trades on tap for earnings today. All sell-to-open targeting the Aug 21 expiration. - $Meta Platforms, Inc.(META)$ 480 put strike - $Microsoft(MSFT)$ 330 put strike - $Qualcomm(QCOM)$ 120 put strike - $ARM Holdings(ARM)$ 130 put strike Might turn these into put credit spreads to conserve buying power. Will also look at writing naked calls, strike and expiration tbd. 2 Two things to call out: 1. Where all the haters on
TOPThanks for the valuable sharing.[Strong]
191
·
07-29 20:12
$Apple(AAPL)$ double up then sell？
545
·
07-30 01:35
$UOB(U11.SI)$ Hopefully what happen in the world these few days will not pull down the price too much. So far so good. Keeping my fingers crossed.
481
·
07-30 14:25
Which One Should we Put Our Money on it?
Hello everyone! Today i want to share some trading ideas with you! 1 Has $Lemonade, Inc.(LMND)$ become one of the more manipulated stocks in the market? -24% today on a beat and guidance raise. - Last 2 quarters we saw +15% moves pre-market only to finish the day negative 10%. Big picture look at the trends: -> LAE to 5% -> GLR at 60% -> Adj. EBITDA profitability in Q4 -> Premium per customer up 2 Before anyone starts to lose faith in their holdings post earnings report sell offs... Just realize $Bloom Energy Corp(BE)$ probably couldn't have produced a better ER if they tried. And they're now down 7% from reporting. The CEO even said "our engagement with customers
226
·
07-30 14:24
Microsoft Just Changed the AI Spending Narrative
For months, investors have been asking the same question: Can Big Tech keep pouring billions into AI without crushing cash flow? $Microsoft(MSFT)$ may have just delivered the strongest answer yet. Microsoft reported another standout quarter. Q4 revenue reached $90 billion, up 18% year over year, beating expectations by roughly $2.4 billion. Adjusted EPS also came in ahead of forecasts at $4.74. Azure continued to fire on all cylinders with 43% growth, while Microsoft Cloud revenue climbed to $59.3 billion. But the number that grabbed everyone's attention wasn't revenue. It was capital spending. Microsoft invested $35.8 billion into AI infrastructure in just one quarter, bringing full-year CapEx to $115.9 billion. Yet despite spending at that scale
2.53K
·
07-30 07:37
$OCBC Bank(O39.SI)$ typical outcome with slow and steady investments.. changing the outcomes of my investment portfolios..
119
·
07-30 12:13
PCT: Should You Invest In META v1.0 : PCT = Pandas Coffee Talk. Deciding whether to invest in Meta Platforms depends on your risk tolerance regarding massive capital expenditures on artificial intelligence. Meta trades at an attractive forward P/E ratio near 19–21 with robust core ad revenue growth, but heavy spending on data centers and losses in Reality Labs create near-term cash flow pressure. Bull Case (Reasons to Buy) Strong Core Business: Digital advertising revenue continues to grow rapidly, driven by AI-optimized ad placement, higher user engagement, and climbing ad impression volumes. Low Valuation: Trading at roughly 19 times forward earnings, Meta Platforms is priced at a discount compared to many mega-cap tech peers relative to its projected growth rate. New Monetization Avenue
TOPI just ran a rough FCF view too, and 19x doesn’t price much AI payoff at all. Ad engine still does the heavy lifting
226
·
07-30 14:16
TRADE PLAN for Thursday 📈
Hello everyone! Today i want to share some trading ideas with you! TRADE PLAN for Thursday 📈 $S&P 500(.SPX)$ massive sell off after FOMC today. SPX dropped 130+ points from the highs. If SPX gives up 7300 we can see a drop to 7228,7200. SPX July 31 7200P is best under 7300$Micron Technology(MU)$ to 651 in play, It couldn't hold above 800 today. The trend is still lower.. 651 is the buy zone leading into August. $SanDisk Corp.(SNDK)$ 2350+ to 1000 so far on this downtrend. If SNDK can flush another 100 points towards 900 I would consider buying shares/calls for a swing trade.
760
·
07-30 14:13
$ORCL Shakes Out Retail While $AMD and $INTC Test Key Levels
Several AI stocks are approaching critical technical levels at the same time. Some are entering historical discount zones. Others are testing major support or heading into key catalysts like earnings. While each chart tells a different story, they all share one thing in common: the next move could be decisive. Here's why $NBIS, $AMD, $INTC, and $ORCL are among the most important AI stocks to watch this week. 1. $NEBIUS(NBIS)$ $NBIS is back into the short‑term discount zone heading into earnings this week. Bull cycle is still in play, and historically about 65% of the time price bounces from this level and the cycle continues. I am not personally trading this, but a lot of you asked about it over the weekend, so here is the context. 2.
557
·
07-30 14:10
$QQQ Bounce Is Here, but Stay Patient
$Invesco QQQ(QQQ)$ redistribution back to weekly fair value is playing out perfectly. 🩸 We are down about 4% since that video, and in a worst case scenario I think we see 620–630. Do not fear these pullbacks. This is exactly what you want: Discounts. In a bull cycle. Markets cool off all the time. That is where the real buying opportunities come from. $QQQ tagged the top of the discount zone and bounced hard after the FED held rates. Exactly what we want to see. I don’t think we’re fully out of the woods yet and we could still see 650. But that was a clean -4.35% move down after that video.
73
·
07-30 09:58
$Singtel(Z74.SI)$ waiting for you to come
406
·
07-30 14:06
SBUX, MSFT, AMP, GOOGL& QQQ Wait for the Certain Decision of Market
Hello everyone! Today i want to share some technical analysis with you! 1 One more level... just in case $Invesco QQQ(QQQ)$ 2 $Alphabet(GOOGL)$ bulls sure do love that 50 week EMA 💰 3 Opus 5 sifted through our market data and ranked Ameriprise Financial $Ameriprise(AMP)$ top of the list for proven businesses with strong moats at a cheap price. The stock currently trades at a lower P/E, P/FCF, and P/S than its peers, while boasting nearly 5x the ROE. Share count has been cut by 25% since the start of 2022 as the company accelerates buybacks. Is this a golden opportunity hiding in plain sight? 4
191
·
07-30 14:01
【07.20-07.26】🏆 Weekly Review | S&P 500 Down 0.6%, Atriston Posts a 285.33% Return—How Did Short-Dated SPY Options Do It?
Elite Leaderboard: Atriston claimed the No. 1 spot with a 285.33% return—nearly 1.9x the runner-up. Prestige Leaderboard: NicolasSoo took No. 1 with 34.50%, followed by Ja3per at 20.74% and YoMan at 15.98%. Let’s start with a quick recap of last week’s U.S. and Hong Kong markets, then take a closer look at the disclosed trades of Atriston, who topped the Elite leaderboard. I. U.S. Stocks 📉: Oil Shock and an AI Valuation Reset Last week, the S&P 500 fell 0.6%, the Dow slipped 0.4%, and the Nasdaq dropped 2.1%, with tech leading the decline: AI Spending Faces a Reality Check： Higher Alphabet capex and Tesla's earnings miss pushed investors to question whether AI spending is converting into cash flow fast enough, pressuring richly valued tech stocks. Oil and Rates Tightened Valuation Pres
440
·
07-30 11:17
Live Recap 2: From Capabilities to Trust — Singapore's AI Opportunity
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
593
·
07-30 11:13
Live Recap 1: From AI Hype to AI Reality — Why 80% of Organisations Are Stuck at the Pilot Stage
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
1.40K
·
07-30 11:31
MS : SPCX is $15 from Zero AI value ! True ?
. $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility
TOPI bought the washout, not the headline. Starlink plus launch alone makes 100 look too low to me, AI is a free call option. Too early to write it off?
463
·
07-30 11:40
Live Recap 4: Building Your Global AI Portfolio — Public Markets, Private Funds, and ETFs
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
219
·
07-30 11:33
Live Recap 3: Inside the SGX AI Value Chain — The Picks-and-Shovels Strategy
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
419
·
07-30 11:26
The Chips Are Down
We called the $Philadelphia Semiconductor Index(SOX)$ breakdown weeks ago, and it just hit my first downside target. Here's what comes next... When it rains, it pours. The selling pressure is starting to accelerate this week. It started overnight in Korea, where the KOSPI crashed -11% in a single session. Samsung fell -13% and SK Hynix fell -15%. Then the US opened, and it was another bloodbath for AI stocks today. Semis fell -4.5% on the day. At its lows, SOX traded down to $10,799. That was my first downside target. 🎯🎯🎯 I called for a SOX move down to $10.6k-$10.8k ~3 weeks ago (7/7) in “Chip Wrecked” (-11% ago). Today, we tagged my $10.8k target (at lows). Week after week, we have given it to you straight. We told you last Tuesday’s bounce was N