768
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08-04
$Meta Platforms, Inc.(META)$ continue to accumulate till superintelligence!
571
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08-04
$MSFT 20270115 500.0 CALL$ MSFT always have a moat. No need scared
685
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08-04
$DBS(D05.SI)$ DBS is the best, I love you so much
630
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08-04
$NVIDIA(NVDA)$ 207 was my highest buy so far. Some ppl TP this at 491...
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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]
306
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08-04
$SGX(S68.SI)$ Staying high and steady!
584
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08-04
$SNDL 20270115 2.0 CALL$ so hard to close this option
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08-04
$VanEck Semiconductor ETF(SMH)$
411
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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.
16.06K
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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
TOPAh_Meng: It 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.
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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
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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
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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
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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
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08-04
I believe $Apple(AAPL)$ results show that demand isn't the problem—supply is. AI is driving massive investment in advanced chips, memory, and packaging, and it's becoming clear that these resources can't expand overnight. As more capacity is allocated to AI infrastructure, consumer devices could face tighter supply and higher costs. I'm not overly worried about Apple in the long run. Its strong pricing power, supplier relationships & cash flow give it clear advantages over most competitors. I think Apple is better positioned than smaller hardware companies to secure supply, even if margins face some short-term pressure. I'll be watching TSMC's capacity expansion, memory pricing, and whether other consumer-tech companies report similar shortag
TOPNice Sharing 😁 @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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08-04
The key variable is probably how much supply actually reaches the market, not simply that shares become eligible for sale. If SpaceX delivers strong results, retail investors may chase the earnings momentum. However, insiders and employees often have concentrated wealth tied to their employer. Even if they remain bullish, many will diversify once the lock-up permits it. That does not necessarily signal a lack of confidence. A roughly US$100 billion unlock is substantial. Even if only a small fraction is sold, it could temporarily outweigh incremental retail demand and create volatility. The sequence to watch is: Strong results + light insider selling: Bullish, suggesting confidence and limited supply pressure. Strong results + heavy insider selling: Stock could struggle despite good fundam