479
·
08-10
(Part 4 of 5) - News and my thoughts from the past week (10Aug2026)
News and my thoughts from the past week (10Aug2026) Amazon is building a natural gas plant in Pecos County, Texas, to power an AI data center. Its permits allow 33 million tons of carbon dioxide a year, which would make it the single largest source of climate pollution in the country. For comparison, the dirtiest plant operating in America today emits about 16 million tons, so Amazon's is permitted for roughly double that. Amazon co-founded The Climate Pledge in 2019 and promised net-zero emissions by 2040. - X user Hedgie Jamie Dimon warns America could lose its reserve currency status within 25 years. - X user Whale Insider Meta CTO Andrew Bosworth told employees that AI productivity gains should go into more work, not more time off. When a staffer asked about bringing back extra vacatio
1.10K
·
08-10
(Part 5 of 5) - my investing muse (10Aug2026)
My Investing Muse (10Aug2026) Layoffs, closures and Delinquencies The first week of August 2026 saw tech-sector layoffs push year-to-date totals past the full-year 2025 figure, with Layoffs.fyi data showing more than 125,000 tech job cuts already recorded across hundreds of companies. Restructuring for efficiency, cost discipline, and capital reallocation toward AI infrastructure remained key drivers.Zillow (4 August): Eliminated just over 500 positions (~7% of workforce), its largest round of the year. CEO Jeremy Wacksman cited the need for a more disciplined cost structure and operational efficiency amid ongoing growth. Nutanix (4 August): Announced an approximate 5% global workforce reduction (roughly 390 roles) to streamline operations, improve agility, and shift resourc
TOPzookz: Who said UVXY is only a hedge? I've been trading it as a core swing. With panic building and term structure tightening, that's where the vol premium is
1.35K
·
08-10
One Design Change at Nvidia Sank Memory and Lifted Optics
Hello. Friday's payrolls report was genuinely bad: July payrolls fell by 23,000, the May and June gains were revised down by a combined 103,000, and hourly earnings rose just 3.2 per cent year on year. $S&P 500(.SPX)$ rose 0.62 per cent to a record close. $NASDAQ(.IXIC)$ rose 1.30 per cent and $Dow Jones(.DJI)$ 0.28 per cent. Data that bad turned out to be good news, because the market immediately cut the odds of a September rate rise to about 44 per cent. Loosen the rate outlook and valuations get room to breathe: $Palantir Technologies Inc.(PLTR)$ ros
11.75K
·
08-10
Wall Street Is Calling for S&P 8,000 — Is the Last 3% Worth Chasing?
Wall Street has just given the bulls another reason to celebrate. J.P. Morgan raised its 2026 year-end target for the S&P 500 from 7,800 to 8,000. Based on Friday’s close of 7,757.64, however, that leaves only about 3.1% of upside. At least seven Wall Street brokerages now expect the index to reach the 8,000 level by year-end. Reuters The headline sounds extremely bullish. But the more important question is not whether the S&P 500 can gain another 3%. It is why J.P. Morgan became more confident after the index had already reached a record high. This Rally Is Finally Getting More Earnings Support Of the 436 S&P 500 companies that had reported second-quarter results through Friday morning, 85.1% beat analyst expectations. That is well above the long-term average of 68%. J.P. Morg
TOPI’m choosing A:Yes, earnings growth will keep driving the S&P 500 higher. What encourages me most about J.P. Morgan’s 8,000 target isn’t the number itself, but the stronger earnings behind it. With more than 85% of companies beating expectations and EPS forecasts rising, the rally is increasingly supported by fundamentals rather than valuation expansion. I also think the AI story is entering a more important phase. It’s no longer just about AI spending, but whether that spending translates into cloud growth, stronger backlogs & real revenue. I’ll continue watching GOOGL, AMZN and MSFT, alongside AI infrastructure names like AMAT and CRWV. That said, I won’t chase the index simply because Wall Street raised its target. CPI & Treasury yields remain key risks. I’ll stay invested, maintain core technology exposure & add gradually on weakness. I’m bullish on 8,000, but I’d rather see earnings drive the market higher than expanding valuations. @Tiger_comments @TigerStars @TigerClub
934
·
08-10
Option Trading Strategies: MU, NVDA& .SPX
Hello everyone! Today i want to share some 1 $S&P 500(.SPX)$ TRADE PLAN 📈 📉 SPX bullish plan: SPX above 7759 | SPX Aug 12 7800C 📈 T: 7800, 7849 SL 7720 SPX bearish plan: SPX under 7700 | SPX Aug 12 7620P 📉 T: 7620, 7600 SL 7730 SPX printed a new all-time high at 7793 last week after breaking out above the previous ATH at 7620. If SPX can get through 7800 it can run to 8000 next. As long as 7700 holds, I'd stay bullish this upcoming week. Calls can work above 7759. 2 $NVIDIA(NVDA)$ Trade Idea: Aug 21 230C Trigger: 225 ✅ Targets: 232, 236 🎯 Stop: 221 🛑 NVDA moved from 190 to 224 the past 2 weeks. If NVDA can breakout above 225 this week it can run to 232, 236. NVDA throug
1.70K
·
08-10
MU, AAPL, MSTR, BTC& DELL Welcome Great Recovery Here!
Hello everyone! Today i want to share some technical analysis with you! 1 $Dell Technologies Inc.(DELL)$ Looks ready for launch 2 $Bitcoin(BTC.USD.CC)$If this is similar to previous moves, we should get an impulse move right around futures open into the thin air above. A move to the $70k level within 10 days makes sense. Past that, no idea. 3 $Strategy(MSTR)$ A move through the volume gap to $115 would make sense after 6 weeks of compression. 4 $Apple(AAPL)$ Hammer candle at the volume shelf. Looks ready for launch into the volume gap above. 5
607
·
08-10
WHY ASTS DOESN’T NEED TO OWN THE CUSTOMER
AST uses BlueBird satellites in low Earth orbit to connect ordinary smartphones directly to broadband at speeds up to ~200 Mbps then routes that traffic through ground gateways back into the carrier’s existing network. That lets AST extend coverage for nearly 60 MNO partners covering 3B+ subscribers without requiring new phones, apps or billing while using the carriers’ spectrum and customer relationships. The model is essentially a wholesale revenue share so AST keeps 50% of subscription and day-pass revenue with estimates scaling from ~3M subscribers and ~300M of subscription revenue in 2027 to ~30M subscribers, ~$2B of subscription revenue by 2030. The technology is proven but the next phase is a lot of execution because reaching those estimates depends on launching enough BlueBirds, ad
1.17K
·
08-10
What's the Risk of AAOI?
$Applied Optoelectronics(AAOI)$ risk to reward makes complete sense. Here's why: BULL CASE: The bull case is a situation where management forecasts happen. I.e. $471M/month in revenue by mid 2027 / $5.6B (likely more) in revenue by FY28. $Lumentum(LITE)$ has a current sales multiple of 13x. 20% of $Applied Optoelectronics(AAOI)$ revenue is attributed to this segment so 20% * 13x = 2.6x sales. Innolight and Eoptolink trade ~9x sales and this is where 80% of $Applied Optoelectronics(AAOI)$ revenue is likely to come from. 80% * 9x = 7.2x Blended multiple = 9.8
2.06K
·
08-10
🎁Weekly EPS Growth & Dividend Leaders: CSCO, AMAT, BN, SPG, COHR and more
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 10 and August 14. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁Weekly Higher EPS Estimates: CSCO, AMAT, BN, SPG, COHR & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with
TOPHere’s an analytical overview of notable stocks, including Cisco (CSCO), Applied Materials (AMAT), Brookfield Corp (BN), Simon Property Group (SPG), and Coherent (COHR), focusing on their upcoming earnings forecasts and performance metrics as you mentioned: Earnings Forecast and Analysis | Company | EPS Forecast (2026) | Previous EPS (2025) | Price on Aug 10, 2026 | Resistance/Support | Analyst Target Price ||-------------------|-------------------------|--------------------------|----------------------------|------------------------|---------------------------|| Cisco (CSCO) | $4.28 | $0.61 | $121.43 | Res: $124.53 / Sup: $95.39 | $128.00 (mean) || AMAT (Applied Materials) | $12.30 | $2.64 | $539.14 | Res: $604.81 / Sup: $393.68 | $626.10 (mean) || Brookfield Corp (BN) | $0.65 | $0.10 | $44.08 | Res: $46.00 / Sup: $41.78 | $55.50 (mean) || Simon Property (SPG) | $6.73 | $1.70 | $222.91 | Res: $227.50 / Sup: $198.48 | $227.84 (mean) || Coherent (COHR) | $5.46 | $0.46 | $379.13 | Res: $396.40 / Sup: $308.97 | $393.81 (mean) | Supporting Points Cisco (CSCO): Earnings Forecast: Expected EPS of $4.28 for fiscal 2026 compared to $0.61 the previous year. Analyst sentiment indicates a buy recommendation with a target price mean of $128. Options Activity: Recent upside call activity suggests a bullish sentiment around their next earnings due on Q4. Applied Materials (AMAT): Earnings Forecast: Estimated EPS of $12.30, significantly up from last year's $2.64. The stock is receiving growth signals with a strong underlying performance indicated. Market Outlook: Analysts maintain a positive view with a target price of $626.10, reflecting sustained demand in the semiconductor manufacturing sector. Brookfield Corp (BN): Earnings Expectations: Forecast EPS of $0.65, up from $0.10 last year amidst stabilizing market conditions in asset management. Options Analysis: Bulk orders have been concentrated on calls, indicating investor anticipation for positive movements leading up to the earnings date. Simon Property Group (SPG): EPS Forecast: Notable EPS growth forecast to $6.73 from $1.70 indicating recovery in retail and real estate. Analysts remain cautiously optimistic with a price target of $227.84. Market Sentiment: As retail trends improve, SPG is positioned well for growth, reflected in the current stock price. Coherent (COHR): Forecast: Expected EPS of $5.46, highlighting a strong performance from its previous result. Consistent gains reflect its strategic direction in optics and photonics. Options Insight: A significant put order activity showcases some caution or hedging by traders as they anticipate reactions to earnings. Conclusion These companies exhibit significant potential during this earnings season, with enhanced EPS expectations suggesting robust operational efficiency and market recovery efforts. The options trading shows that investors are closely watching these stocks, indicating a mix of bullish and cautious sentiments. Investors should consider these factors in light of their financial goals and risk tolerance. As always, please remember that past performance does not guarantee future results, and it is advisable to conduct additional research or consult with a financial advisor when making investment decisions. Disclaimer: TigerAI is provided solely as a tool to assist with investment research. Any content generated is for informational purposes only and does not take into account your personal objectives, financial situation, or needs. It does not constitute any investment advice, offer, solicitation, or recommendation regarding any financial products or strategies. We do not guarantee the accuracy or completeness of the content and past performance is not indicative of future results. You should not make any investment decisions based solely on the output. Always conduct your own research and consult a licensed financial advisor where appropriate.
1.82K
·
08-10
Cross-Market Weekly Wrap: US Hits New Highs | HK Under Pressure | SG & AU Rally to Records
Last Week's Recap 1. Market Digest: S&P 500 & Dow Hit Records, Jobs Slump, Earnings Crush, Oil Pulls Back Record heights — $S&P 500(.SPX)$ surged 3.6%, $Dow Jones(.DJI)$ +3.0%, both to record highs. $NASDAQ(.IXIC)$ jumped 5.2% but remained 1.5% below its June peak. Jobs slump — July payrolls fell 23,000 (vs. ~90,000 gain expected); May/June revised down by 103,000 combined. Three-month average plunged to 20,000/month, a sharp turnaround from March's 214,000. Earnings juggernaut — Q2 S&P 500 net income expected to rise 50.4%, per FactSet—the strongest growth rate since Q2 2021 and up dramatically fro
1.46K
·
08-10
U.S. Stock Indexes Hit Record Highs Following Soft Jobs Report and Strong Earnings
U.S. equity markets posted impressive weekly gains, propelling the S&P 500 and Dow Jones Industrial Average to fresh all-time records while the tech-heavy Nasdaq Composite recorded a strong multi-percentage point surge. This upward momentum was anchored by a trifecta of macroeconomic and microeconomic tailwinds: a surprisingly soft July jobs report that tempered fears of monetary tightening, a stellar Q2 earnings season that validated elevated valuations, and a retreat in crude oil prices that alleviated immediate inflationary pressures. $S&P 500(.SPX)$ : 7,757.64 (+0.6% Friday / Strong Weekly Gain) $Dow Jones(.DJI)$ : 54,036.93 (Near Record Highs)
4.44K
·
08-10
SPCX, AAOI, NOW, ACHR& SPY Welcome Great Potential To Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 Still hard to believe that just 6.5 years ago, the S&P 500 traded for less than 1/3rd its current price... CAGR since 2020 lows: +20% 🔥$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ 2 $Archer Aviation Inc.(ACHR)$ sitting at the bottom of the 4 year channel with earnings on deck tomorrow after close 3 First flash of green on the CHATS since Jan 2025 as price reclaims the 200EMA 🌶️ $ServiceNow(NOW)$ 4 $Applied Optoelectronic
406
·
08-10
PLTR Explodes 10%: AI Momentum Points to $200
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc. (PLTR) Soars +10.32%: AI Powerhouse Reignites Momentum, Targeting $181 Resistance Latest Close Data: PLTR closed at $172.01, surging +10.32% on massive volume. The stock is now just 17% below its 52-week high of $207.52, demonstrating a powerful recovery rally. Core Market Drivers: The explosive move is fueled by strong institutional accumulation, with 5-day capital flow showing a net inflow of $175.2M. The rally aligns with the AI sector rotation, as recent earnings highlighted robust demand for Palantir's AI platforms, overshadowing a minor top-line miss. Technical Analysis: Today's breakout is validated by a volume spike to 77.58M shares, significantly above average. The MACD histog
1.56K
·
08-10
【Live Recap 2】From Safe Haven to Alpha: Edward Pye's Case for Small & Mid Caps
Speaker: Edward Pye (Intermediary Distribution Director, Amova Asset Management) Live Date: August 4, 2026 (Live Review>>) In this livestream, Edward Pye made the structural case for Singapore equities — resilient performance, a widening dividend lead, and valuations that still leave room to run — before zeroing in on why he sees the most compelling opportunity sitting specifically in Singapore's under-researched small and mid-cap space, and how Amova's newly launched funds are built to capture it. Want a deeper dive? We broke this session down into 4 full recap articles, each covering a different piece of the puzzle>
TOPI’m increasingly bullish on Singapore equities, especially after seeing how the market is evolving beyond the traditional banks and REITs. The combination of attractive valuations, a strong dividend yield and the S$6.5 billion EQDP gives me confidence that the STI’s recent strength could have more room to run. Personally, I find the small- and mid-cap space particularly interesting because lower research coverage can create more mispricing and opportunities for active investors. I also like the emergence of “New Singapore” sectors such as digital infrastructure, energy transition and advanced manufacturing. For me, Singapore is no longer just a defensive market—it is increasingly becoming a market where stability and selective growth can coexist.
1.59K
·
08-10
【Live Recap 1】STI Crosses 5,000 — Kenny Loh on the Rally, Forecasts & Portfolio Building
Speaker: @Kenny_Loh (Wealth Advisory Director, S-REIT Specialist & SGX Academy Trainer) Live Date: August 4, 2026 (Live Review>>) In this livestream, Kenny Loh unpacked what's actually driving the Straits Times Index's break past 5,000 — 60 years of history, record ETF inflows, and a range of institutional forecasts stretching all the way to 10,000 by 2040 — before walking through his own client-facing framework for turning a market view like this into a real, risk-calibrated portfolio. Want a deeper dive? We broke this session down into 4 full recap a
TOPI think the most difficult thing to really implement in the four-step process is rebalancing. Demand discovery and risk assessment are relatively rational, but when a certain market continues to rise, it is often in conflict with people's emotional instinct to really sell some winners and cover assets with lagging performance. Those who rise well are reluctant to sell, and those who fall much are afraid to buy, which is also the reason why many combinations finally deviate from the original risk target. So my approach is to set asset proportions and rebalancing ranges in advance, rather than waiting for market volatility to make temporary decisions. I think long-term discipline is more important than point prediction than predicting whether STI will be 6,000 or 10,000 points by 2040.
1.95K
·
08-08
💰 Everyone Says “Buy the Dip.” I’m Still Holding Cash. Here’s Why.
#[🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?] There is a strange assumption in markets that being bullish means you need to be fully invested. I don’t agree. I remain bullish on the long-term AI opportunity. I already have exposure through names including $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$, alongside broader positions such as $SPDR S&P 500 ETF Trust(SPY)$. But I am deliberately not fully invested yet. That is not because I think AI is dead. It is because I think keeping cash available is an investment decision too. 📉 A falling stock is not automatically a cheap stock This is the part I think gets lost during big corrections. When a stock drops 20%, 30% or even 40%, our brains immediately compare the new price with the old high. It looks cheap because it used t
1.02K
·
08-09
Prepare for the Reset: A Market Correction Could Open the Next Big Opportunity
$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ Within the broader monthly trend structure of the U.S. equity market, June ultimately closed in line with the general outlook presented in our May Monthly Investment Report, characterized by limited upward momentum alongside continued alternating fluctuations between advances and pullbacks. However, the magnitude and intensity of the downside movement during June developed more aggressively than origin
6.23K
·
08-10
10 Overlooked Stocks That Could Surge With SpaceX
Everyone forgot about these 10 stocks. They can easily 10x when $SpaceX(SPCX)$ does: 1. $POET Technologies Inc(POET)$ Optical interposer for AI networks. $50M Lumilens order already booked. 2. $T1 ENERGY INC(TE)$ US solar and battery manufacturing. Sitting 53% off its high. 3. $Keel Infrastructure Corp(KEEL)$ 2.2GW AI data center pipeline priced like a bitcoin miner. 4. $Lightwave Logic, Inc.(LWLG)$ Electro optic polymers for AI optics. Down 65% from $18.71. 5. $Nokia Oyj(NOK)$ Nvidia backed AI RAN. €2.8B in AI orders last quarter. 6.
1.35K
·
08-10
$SPX 7,900 Target Remains in Play
My August 5 outlook continues to play out. $S&P 500(.SPX)$ reached the first target at 7,700, and the broader bullish structure remains intact. After a period of consolidation, price bounced directly from the Daily FVG, confirming that buyers are still defending the key support zone. With momentum remaining strong, 7,900 is now the next major target, representing the 50% extension of Wave 3. If momentum continues, a move toward new highs could develop early this week. However, I’m not chasing price at these levels. The market is already extended after the recent rally, which makes the risk/reward less attractive for fresh longs. Instead, I’m watching for another pullback into the next bullish Daily FVG. A clean retest followed by a successful