CommunityConnect with experts, uncover more opportunities
618
General
CS88
·
08-10
Comment
Report
468
General
CS88
·
08-10
Comment
Report
818
General
LEESIMON
·
08-10
Comment
Report
764
General
WalkerWoon
·
08-10
Comment
Report
1.25K
General
koolgal
·
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 $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice.  Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231
SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?
Comment
Report
577
General
DaraC
·
08-10
Comment
Report
6.24K
Selection
WallStreet_Tiger
·
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
🎁AI Infrastructure Rally! AMD PTs Lifted, Lumentum & CoreWeave ERs Comes— What's Your Pick?
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]
9
Report
635
General
HoSK
·
08-10
Comment
Report
695
General
DavidSG
·
08-10
Comment
Report
339
General
S L Y X
·
08-10
Comment
Report
673
General
Feijoa8025
·
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
$Alphabet(GOOG)$ GOOGL valuation — August 2026 for a company with Google’s earnings power. The current P/E is around 17.8×. At around US$354, Alpha...
TOPfizzik: 18x for Google still looks cheap to me. If Search holds up, market really keeps this capped that long?
1
Report
480
General
逆天邪神云澈
·
08-10
1
Report
306
General
ykhoo
·
08-10
Comment
Report
1.37K
General
MaDLabbit
·
08-10
$BABA-W(09988)$   $Alibaba(BABA)$  $BABA-W(09988)$  Alibaba charts is currently very bullish as it is on a up trending. It may find some short term resistance at the 200 day moving average at about 135 level But if it push above that then we may go back to 190 and beyond I expect all this before the year completes. Alibaba remains 1 of the undervalued AI play. Now 120 will be a good support level. 
$BABA-W(09988)$ $Alibaba(BABA)$ $BABA-W(09988)$ Alibaba charts is currently very bullish as it is on a up trending. It may find some short term res...
TOPmoxieoo: 120 as support makes sense. If BABA clears that 200 day, 190+ really feels in play
2
Report
557
General
SnailWalker
·
08-10
Comment
Report
19.01K
Hot
koolgal
·
08-10
$PropNex(OYY.SI)$ 🌟🌟🌟 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  
$PropNex(OYY.SI)$ 🌟🌟🌟 I invest in PropNex because it is plugged directly into the heartbeat of Singapore's property market. In fact it is the large...
TOPLouisLowell: 5.1% yield is nice, but valuation isn't exactly cheap now — still think the market share supports it?
55
Report
412
General
leongsiak
·
08-10
Comment
Report
408
General
WayneTang
·
08-10
Comment
Report
433
General
dnp
·
08-10
Comment
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24