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08-10
🌟🌟🌟Is $NVIDIA(NVDA)$ mispriced or has the AI bubble popped? I believe that NVIDIA is mispriced. Why? Despite controlling a monopoly on AI computing, NVIDIA is trading at a P/E ratio of just 34.2x. For a company growing its earnings per share at a CAGR of 40%, Bank of America notes that this is the lowest valuation metric in a decade. Elon Musk said that he is building his $SpaceX(SPCX)$ entire next generation AI computing clusters exclusively on NVIDIA's Vera Rubin architecture. Analysts said that this is worth USD 100 billion in revenue for NVIDIA. CEO Jensen Huang said that the multi year AI supercycle is just beginning. With NVIDIA's earnings call scheduled for Au
TOPquizzio: 34.2x for 40% EPS CAGR still looks cheap to me. If August guide stays clean, where's the bubble exactly
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08-10
🌟🌟🌟 $Tesla Motors(TSLA)$ EV romance is currently in a mid life crisis with declining sales & cut throat competition. Enter the humanoid robot Optimus. But is this just another beautifully painted pie in the sky or are we looking at the engine of the next industrial revolution? I believe this could be the start of the next revolution. However it is still in its early innings. Until Tesla achieves massive economies of scale, building robots will require heavy Capex for the next 3 to 5 years. So is Tesla a Buy? If you are pricing Tesla as a car company trying to fight off cheaper Chinese EV competitors, then it is wildly overvalued. But if you are buying Tesla as an ecosystem play on the future of physical AI,
TOPI buy the AI stack, not the car multiple. Optimus is the bet here — you really think the market keeps pricing Tesla like just another EV maker?
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08-10
[Events] Gold Jumps 7% — New High or Pullback This Week?
Gold is back in the spotlight.After surging more than 7% last week, gold posted its strongest weekly gain since January. U.S. gold futures have also reclaimed the $4,400 level, while spot gold is trading around $4,340. $XAU/USD(XAUUSD.FOREX)$ $Gold - main 2612(GCmain)$ The rally accelerated after a surprisingly weak U.S. jobs report cooled expectations for another Federal Reserve rate hike. A softer rate outlook pushed Treasury yields and the U.S. dollar lower, giving gold another boost. What to watch ？ The U.S. will release July CPI on Wednesday, August 12, followed by PPI on Thursday, August 13. Both reports could quickly reset expectations for the Fed — and determine whether gold’s rebound
TOPIf the US releases accurate data, then Gold would have been $5000 by now. Trump administrations has punished everybody who published numbers that don't look good on Trump. Jobs numbers are definitely down !
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08-10
DDD Rebounds From Lows, Bulls Target $4 After CEO Exit
$3D Systems(DDD)$ $3D Systems Corp (DDD) +4.24% Surge: CEO Exit Sparks Turnaround Hopes, Momentum Targets $4.00 Resistance 💡 Latest Close Data: DDD closed at $3.69 on Aug 10, 2026, rallying +4.24%. The stock is extending its recovery from the 52-week low of $1.70, now trading just -10.4% below its 52-week high of $4.12. 📈 Core Market Drivers: The strong momentum is fueled by the recent announcement that CEO Jeffrey Graves will step down, which triggered a +15% single-day spike as investors bet on a strategic turnaround. 📰 The broader 3D printing sector is seeing renewed interest, though company-specific fundamental challenges remain with negative ROE (-21.28%). Institutional holders like BlackRock (6.64%) and Vanguard (3.56%) provide stability. 🏛️
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08-10
QCOM Jumps 5%, Chip Giant Eyes $180 Next
$Qualcomm(QCOM)$ $Qualcomm (QCOM) +4.66% Surge: Chip Giant Reclaims Momentum, Targeting $168 Breakout 🚀 Latest Close Data: QCOM closed at $167.86 on Aug 10, 2026, surging +4.66%. The stock is bouncing sharply but remains -35.4% below its 52-week high of $259.92. 📈 Core Market Drivers: Qualcomm reversed early post-earnings losses as bargain hunters stepped in. The market digested the prior week's Q3 report showing a -25% Net Income drop and weak guidance. However, the company's official announcement to raise product prices by Sept 1 to offset supply chain costs is fueling margin recovery hopes. 💼 Technical Analysis: A Golden Cross is forming as the MACD line turns bullish. The MACD histogram is printing a positive value of +0.70, signaling a moment
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08-10
Unity’s AI Growth Story Returns: Can It Break $44?
$Unity Software Inc.(U)$ $Unity Software Inc.(U) Surges +5.37% on Strong Q2 Beat, Gaming Engine Giant Eyes $44 Resistance 🚀 Latest Close Data: Closed at $43.00 on Aug 10, surging +5.37% with session volume of 18.56M shares. The stock is now trading just 17.5% below its 52-week high of $52.15, signaling a powerful recovery rally. Core Market Drivers: The rally was fueled by broad market strength, but the primary catalyst remains the echo of its stellar Q2 earnings beat. Stifel and BofA Global Research recently upgraded the stock to Buy and hiked the price target to $50, citing accelerating revenue growth and the successful ramp of its AI-driven ad platform, Vector. Technical Analysis: The breakout is confirmed by a massive bullish MACD crossover; DIF
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08-10
SWKS Surges 6%: Qorvo Deal Clears Hurdle, $75 Breakout in Sight
$Skyworks Solutions(SWKS)$ $Skyworks Solutions (SWKS) +5.66% 🚀: RF Giant Ignites Breakout, $106 Target Eyed as Momentum Builds Latest Close Data: Skyworks Solutions (SWKS) surged to $70.62 on Aug 10, 2026, a powerful +5.66% gain. 🗽 This vaults the stock significantly above its recent support, now targeting a recovery from its 52-week high of $90.90. Core Market Drivers: The momentum is fueled by the expiration of the HSR antitrust waiting period for its Qorvo acquisition, clearing a major regulatory hurdle. 🤝 This catalyst validates the deal's cost synergy potential, earlier highlighted by RBC Capital Markets, driving strong institutional re-rating after a prior KeyBanc downgrade. Technical Analysis: The breakout is confirmed by explosive volume (
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08-10
HLF Jumps 7%, Short-Squeeze Momentum Builds Toward $14.36
$Herbalife(HLF)$ $Herbalife (HLF) Jumps +7.30% to $12.35: Short Squeeze Momentum Brewing, $14.36 Resistance in Sight 📊 Latest Close Data: HLF closed at $12.35 on Aug 10, 2026, surging +7.30%. The stock is still 39.46% below its 52-week high of $20.40 but has bounced significantly from its $7.56 low. 📈 Core Market Drivers: Herbalife's stock staged a powerful breakout amidst a high short-interest environment. The short volume ratio spiked to 24.41% on Aug 5, indicating heavy bearish positioning that is now being squeezed. A massive capital flow reversal was seen, with Aug 5 outflows of -$110.39M flipping to substantial buying pressure. ⚙️ Technical Analysis: Volume surged to 2.32M shares (Volume Ratio: 1.21). The MACD is showing a bullish crossover,
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08-10
$XE 20270115 25.0 CALL$ get it before it explode. Still below IPO price!
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08-10
$MSFT 20281215 400.0 CALL$ 🩷Good improvement
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08-10
$Taiwan Semiconductor Manufacturing(TSM)$ Seems like I might a good choice to buy a bit when it drop near 20%
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08-10
SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?
🌟🌟🌟Forget about the standard tech rivalries. The ultimate billionaire space race has officially entered the public stock market. Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$
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08-10
🎁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
TOPAI 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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08-10
$UiPath(PATH)$ Last chance to get in
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08-10
$Alphabet(GOOG)$ 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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08-10
$NVIDIA(NVDA)$ Hope to have profit of $100k+ by end of Aug.