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🎁AI Infrastructure Rally! AMD PTs Lifted, Lumentum & CoreWeave ERs Comes— What's Your Pick？
[Smile]Hey Tigers! This week, the AI infrastructure space is hitting a triple-header. $Advanced Micro Devices(AMD)$ just dropped its Q2 scorecard on Aug 4 — revenue up 50%, data center doubling — and despite a short-term pullback, Wall Street has lifted price targets to ~$630. Meanwhile, $Lumentum(LITE)$ and $CoreWeave, Inc.(CRWV)$ are both reporting after the bell tonight (Aug 11 ET / Aug 12 SG time). One is the optical comms underdog; the other, the GPU cloud upstart. Together with AMD, they cover the compute layer, interconnect layer, and cloud layer of the AI infra stack — a full value chain. 1. AMD: Numbers Won, Valuation Resetting AMD's Q2 was a blowout acro
TOP苏36: AI Infra: Which One Stands Out? $AMD$, $LITE$ and $CRWV$ represent three different layers of AI infrastructure: compute, optical connectivity and AI cloud. AMD's Q2 was strong, with revenue up 50% YoY and Data Center revenue more than doubling. Despite the post-earnings pullback, the bigger story is whether Helios and its next-gen AI systems can drive another growth cycle. For Lumentum, the key is 1.6T optics, EML supply and OCS adoption. If these accelerate, the optical bottleneck could become a major earnings catalyst. CoreWeave offers the fastest growth, but also the biggest risk. Investors need to watch its $99B backlog, margins, CapEx and debt load closely. My take: AMD for long-term strength, LITE for the optical bottleneck, CRWV for high-growth/high-risk exposure. The AI boom is still expanding. The real question now is: who captures the most profit from it? @WallStreet_Tiger [龇牙]
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$UiPath(PATH)$ Last chance to get in
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$Alphabet(GOOG)$ GOOGL valuation — August 2026 for a company with Google’s earnings power. The current P/E is around 17.8×. At around US$354, Alphabet’s valuation is surprisingly reasonable for a company with Google’s earnings power. The current P/E is around 17.8×. AI capex, rather than deterioration in Google’s core business. Alphabet has increased its 2026 capital-spending expectations to around US$195–205B, which has raised concerns about free cash flow. More importantly, the recent sell-off is largely about massive AI capex, rather than deterioration in Google’s core business. Alphabet has increased its 2026 capital-spending expectations to around US$195–205B, which has raised concerns about free cash flow. Why Google? 1. Search is stil
TOP18x for Google still looks cheap to me. If Search holds up, market really keeps this capped that long?
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$NVIDIA(NVDA)$ Hope to have profit of $100k+ by end of Aug.
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08-10
$Palantir Technologies Inc.(PLTR)$ after 3 quarters.. finally
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$BABA-W(09988)$
TOP120 as support makes sense. If BABA clears that 200 day, 190+ really feels in play
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$Schwab US Dividend Equity ETF(SCHD)$ just keep buying... so the cost will be the average.
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$Palantir Technologies Inc.(PLTR)$ I can see the brightness again..
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$PropNex(OYY.SI)$ 🌟🌟🌟 I invest in PropNex because it is plugged directly into the heartbeat of Singapore's property market. In fact it is the largest real-estate company here with over 12,000 agents. It also pays a nice juicy dividend of 5.1%, perfect for an income focused investor like me. It goes ex dividend in August 25 2026. Ka-ching!🥰🥰🥰🌈🌈🌈💰💰💰 @Tiger_comments @TigerStars @Tiger_SG @TBlive
TOP5.1% yield is nice, but valuation isn't exactly cheap now — still think the market share supports it?
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$Broadcom(AVGO)$ king of ASIC, will it overthrone by MTK
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$Microsoft(MSFT)$ welcoming the sudden surge! Keep going! [Miser]
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$Bank of America(BAC)$ one of my biggest profits
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$Salesforce.com(CRM)$ CRM and others like adobe, msft software sell off is way overdone & unjustified. No company will just stop using software just to save a bit to risk their operations especially everything is working well over the years. They are the gold standards. In fact, software stocks are recovering.Take advantage of this irrationality.
TOPBeen in CRM 5+ years and sat through 3 drawdowns over 20%, this selloff looks even more detached than 2022. You seeing real weakness anywhere?
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$Tesla Motors(TSLA)$ When will we see profits again?
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08-10
JMIA Signals a Bottom, $6.28 Breakout Could Unlock $7.90
$Jumia Technologies AG(JMIA)$ $Jumia Technologies AG (JMIA) Surged +8.79%: E-Commerce Pioneer Reverses Downtrend, $6.28 Breakout Ignites Recovery Hopes Latest Close Data: JMIA closed at $6.19, surging +8.79% with heavy volume. The stock bounced sharply from its 52-week low of $5.49, though it remains 57.9% below its 52-week high of $14.72. Core Market Drivers: The African e-commerce leader staged a powerful reversal despite a P/E of -12.25 and negative EPS of -0.51. The surge appears driven by short-covering and technical buying, as short volume ratios remained elevated above 23% recently. The lack of negative company-specific news suggests stabilization after a prolonged downtrend. Technical Analysis: Volume spiked to 2.3M, a 1.60x Volume Ratio,
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$VanEck Semiconductor ETF(SMH)$