1.25K
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08-03
$Microsoft(MSFT)$ for coins. Bought in on average cost of $405 and now in profitable position. Timing wise not at the bottom, yet happy to be in the winning side.
9.87K
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08-04
Indexes Near Record Highs, Valuations in Melt-Up Territory: Is This Rally Still Worth Chasing?
Wall Street has quickly moved from correction fears back to record-high excitement. On Monday, the Dow gained 1.32% to close at a record 53,178. The S&P 500 rose 1.48% to 7,600, while the Nasdaq climbed 2.13%. Falling oil prices and lower Treasury yields gave growth stocks another boost, while strong earnings brought capital back into technology and AI names. That leaves investors facing an uncomfortable question: Are earnings pulling the market higher, or is fear of missing out creating a high-valuation melt-up? Tonight may provide an important answer. $Advanced Micro Devices(AMD)$ and $Arista Networks(ANET)$ both report after the closing bell. AMD represents the computing layer of the AI buildout. Ar
TOPtakleee: Deferred revenue grew to $6.9 billion from $6.2 billion at the end of Q1, and purchase commitments rose to $9.7 billion from $8.9 billion, primarily for new AI high-performance network infrastructure products and required chips. Not really nice figure purchase commitment didn't rise alot
758
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08-04
$Meta Platforms, Inc.(META)$ continue to accumulate till superintelligence!
569
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08-04
$MSFT 20270115 500.0 CALL$ MSFT always have a moat. No need scared
640
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08-04
$DBS(D05.SI)$ DBS is the best, I love you so much
627
1.32K
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08-04
$NVIDIA(NVDA)$ 207 was my highest buy so far. Some ppl TP this at 491...
468
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08-04
$Advanced Micro Devices(AMD)$ lets have a great winning for tomorrow!
554
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08-04
$Advanced Micro Devices(AMD)$ Hope can reach $100k profit this week[Happy]
303
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08-04
$SGX(S68.SI)$ Staying high and steady!
526
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08-04
$SNDL 20270115 2.0 CALL$ so hard to close this option
1.08K
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08-04
$VanEck Semiconductor ETF(SMH)$
403
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08-04
$Alphabet(GOOGL)$ Google no byebye i no crycry. Hold. Slowly take some chips off and buy some rice for family.
16.04K
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08-04
[Stock Prediction] SpaceX Earnings Tonight: Rebound or Another Selloff?
SpaceX will report its first quarterly results as a public company after the market closes on Tuesday, August 4. Wall Street expects second-quarter revenue of about $6.9 billion and EBITDA of roughly $2.1 billion. $SpaceX(SPCX)$ SpaceX shares have fallen for five consecutive weeks. The stock is trading near $110, about 19% below its $135 IPO price and more than 50% below its intraday high of $225.64. More than $500 billion in market value has been wiped out since the stock peaked. Short sellers, meanwhile, have made an estimated $8.3 billion in paper profits since the IPO. Another major test will come after earnings. Around 912 million shares, worth nearly $100 billion, are expected to become eligible for sale on August 6 as lockup restrictions ex
TOPIt might be a bullish event but in two days, with the release of a lot more shares (more than existing free float), the flooding of market with more shares is itself a bearish event. Thus, I am neutral for tonight's result release. If the premium is low enough, I am still hoping to buy put option on it... wait and see... I have never got the guess correct for these events, so don't trust my judgement [Tongue] [Facepalm] [Silence] [Chuckle] Then again, being first to vote and comment, will add that a lot more shares are waiting on the sidelines for release into the market. I would think as a middle term, this is negative for the company shares. The flooding of market with a lot more shares would outweigh positive events from the company. Keep eyes 👀 open and be aware what you are buying into.
934
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08-03
What will get hype back to pltr?
Strong U.S. commercial momentum (especially AIP platform adoption and pilots-to-production conversions), raised full-year guidance (ideally implying sustained high-70s%+ growth or better), robust bookings/Remaining Deal Value (RDV) or Total Contract Value (TCV) figures, and Alex Karp’s characteristically bold commentary on AI sovereignty, ontology-driven value vs. “AI slop,” and Palantir’s unique “n-of-1” position. Historical Context from Past Earnings (What Drove Big Post-Earnings Runs) Karp’s earnings calls have repeatedly emphasized themes that resonated with investors and fueled multi-month rallies: Explosive U.S. commercial growth and large-deal momentum**: In recent quarters (e.g., Q4 2025 and Q1 2026), U.S. commercial revenue surged 133–137% YoY, with big TCV bookings, high-value de
TOP137% US commercial growth matters, but AIP pilot-to-prod conversion is the real test. If that stays hot, hype comes back fast
1.99K
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08-03
I'm voting RED. I believe AMD $Advanced Micro Devices(AMD)$ could deliver a strong quarter with solid revenue growth and healthy margins, but much of the good news is already priced in. Expectations for AI infrastructure, Helios deployments, and enterprise demand are so high that even impressive results may not be enough to excite investors. My main focus is the guidance. While Microsoft, Meta, OpenAI, and Anthropic have announced major commitments, investors want clearer timelines for shipments and when those AI deals will translate into revenue. If the outlook falls short of elevated expectations, the stock could see profit-taking. I'm still bullish on AMD's long-term prospects thanks to EPYC and its expanding AI roadmap. However, for this earn
TOPA reasonable RED call. AMD may deliver strong headline numbers, but the stock’s reaction will likely depend more on forward guidance than the quarter itself. With expectations already elevated around AI accelerators, Helios deployments and hyperscaler demand, investors will want concrete shipment schedules, revenue visibility and evidence that margins can remain resilient as the product mix changes. Long term, EPYC share gains and AMD’s expanding AI roadmap remain attractive. Short term, however, a solid report without a meaningful guidance upgrade could still trigger profit-taking.
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08-04
Mag 7 Surges as Money Flows Back Into Optical Networking and Storage
The most important signal today was not the Nasdaq rising roughly 2%. It was money moving back into the entire AI supply chain. With $苹果(AAPL)$ as the only exception, the Magnificent Seven rallied almost across the board. $Meta Platforms, Inc.(META)$gained roughly 6%, $微软(MSFT)$ and $谷歌(GOOG)$nearly 5%, Amazon 4.6%, Tesla 3.5%, and Nvidia around 3%. Amazon’s market capitalization also crossed $3 trillion for the first time. The rally then spread upstream. $Applied Optoelectronics Inc.(AAOI)$surged ro
675
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08-04
The recent pullback hasn't changed my long-term conviction in AI. To me, this looks more like a rotation than the start of a bear market. Higher real yields have pressured AI names, while capital has rotated into financials, healthcare, and energy. That's healthy market behavior, not a sign investors have abandoned the AI theme. I'm watching whether AI spending continues translating into stronger earnings and profit margins. This earnings season showed that companies with clear AI monetization were rewarded, while those without measurable returns faced tougher reactions. The market is becoming more selective, not less optimistic about AI. For now, I'm staying invested and gradually building positions in high-quality AI companies. I'll keep watching long-term interest rates, the September
TOPRotation makes sense. I’m still building in AI, but only where margins actually show up. 80%+ gross margin names still feel like the cleanest bet
776
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08-04
I welcome the rebound in technology stocks, but I don't think one strong session means the correction is over. Strong earnings from Microsoft and Amazon reinforce my confidence that AI spending is generating real returns, while the rebound in Korean and Taiwanese chip stocks suggests much of the recent selling was driven by deleveraging. I still believe the recovery is more likely to be U-shaped than V-shaped. Confidence and valuations need time to recover, and I want to see broader participation, stable bond yields, and more earnings confirming AI monetization. For now, I'm staying patient and continuing to build positions in high-quality AI companies during weakness instead of chasing rallies. If future pullbacks hold above recent lows, I'll become even more confident in the next leg of
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08-04
I'm holding my $Palantir Technologies Inc.(PLTR)$ shares through earnings and have no intention of selling. I've been a diamond-hand investor because I believe the company is still in the early stages of a much bigger AI growth story. While expectations are high, Palantir has consistently delivered, and I'm looking forward to another strong earnings report. For me, the key isn't just beating estimates. I'll be watching guidance, customer growth, and whether AI adoption continues driving larger commercial contracts and stronger cash flow. If management delivers another quarter of solid execution, my long-term conviction will only grow stronger. As for AMD, I also expect a good quarter, but market expectations are extremely high. In today's market,
TOPNice Sharing 😁 Congratulations 🎉👏 Rocket 🚀 to the Moon 🌝. @JC888 @Barcode @koolgal @Aqa @DiAngel @Shernice軒嬣 2000