To The Moon

DJIA

NASDAQ

S&P 500

HSI

Straits Times Index

S&P/ASX 200

1.21K

Shyon

08-13

I remain bullish on $Micron Technology(MU)$ because AI has fundamentally changed the memory cycle. HBM has become a critical part of AI infrastructure, with stronger pricing, higher-value products and longer-term contracts. That explains why the market is now willing to value MU around the trillion-dollar level. Deutsche Bank increasing its Micron exposure also caught my attention. I see this as part of a broader shift from simply owning $NVIDIA(NVDA)$ to investing across the AI infrastructure stack — compute, memory, networking and cloud. While 13F data isn't a direct buy signal, it reinforces the institutional interest in MU. For the next three years, I would pick Micron for its higher growth potential.

I remain bullish on $Micron Technology(MU)$ because AI has fundamentally changed the memory cycle. HBM has become a critical part of AI infrastruct...

# Micron Reclaims $1 Trillion Market Cap — Memory Rebound or Reversal?

TOPOgdenHerbert: I cleared all semi names already — HBM contract quality is where I'm stuck. If cloud spend cools even a bit, does MU still deserve this kind of premium?

Report

1.05K

Shyon

08-13

I’m bullish on the long-term U.S. critical-minerals theme. Government funding, price floors, loans and purchase guarantees are improving the economics of domestic supply chains, making this more than just another speculative mining cycle. The push for supply-chain independence could create a durable tailwind for the sector. Among the names mentioned, $MP Materials Corp.(MP)$ is my top pick because it already has an operating mine, processing capabilities and expanding magnet production. I also like $Energy Fuels(UUUU)$ for its uranium base and heavy rare-earth potential, while $USA Rare Earth Inc.(USAR)$ and NB offer higher risk with potentially greater upside. I

Trump’s $3 Billion Minerals Push: Is It Time to Buy U.S. Rare-Earth and Magnet Stocks?

@Tiger_comments：

The U.S. critical-minerals trade is moving beyond tariffs and geopolitical headlines. Washington is now using equity investments, long-term loans, price floors and purchase guarantees to build an independent supply chain. That improves the sector’s long-term investment case—but the latest funding does not benefit every rare-earth stock equally. Where Is the Money Actually Going? On August 7, President Donald Trump met with more than 200 mining executives, investors, educators and government officials as part of his effort to make the United States a “minerals superpower.” Reuters estimated that the newly announced critical-minerals, battery and related investments totaled approximately $3 billion. The White House separately listed more than $2 billion in mining-related projects and over $1

Trump’s $3 Billion Minerals Push: Is It Time to Buy U.S. Rare-Earth and Magnet Stocks?

I’m bullish on the long-term U.S. critical-minerals theme. Government funding, price floors, loans and purchase guarantees are improving the econom...

TOPfluffzo: Just compared MP and UUUU again — MP's magnet ramp is ahead, but UUUU's uranium optionality still feels underpriced. You watching customer offtake more than funding here?

Report

731

Shyon

08-13

I think the 2026 midterms could create some short-term volatility, especially with inflation and cost-of-living pressure still weighing on voters. However, I don’t see this as a reason to turn bearish. Political uncertainty usually fades after the election, and markets have historically performed better in the following months. Apple’s move to strengthen its Washington team also makes sense to me. With tariffs, regulation and supply-chain policy becoming more important, experienced government-relations leadership is a sensible hedge. Still, I think $Apple(AAPL)$ needs stronger earnings catalysts rather than relying on political developments. Personally, I’m staying invested and would use any election-driven pullback to accumulate quality companie

I think the 2026 midterms could create some short-term volatility, especially with inflation and cost-of-living pressure still weighing on voters. ...

TOPBellaFaraday: Tariff and supply-chain risk won't just fade after the vote though. If anything, that's the cleaner Apple trade setup to watch, not Washington hires?

Report

1.74K

koolgal

08-13

🌟🌟🌟After the release of its anticipated Q1 fiscal 2027 earnings report, $SUPER MICRO COMPUTER INC(SMCI)$ skyrocketed 19.8% in a single session. The catalyst? SMCI's bleeding gross profit margins finally stopped falling. Is this gross margin repair an inflection point marking a return to grace or is it just a beautiful flash in a pan? Over the past year, Super Micro was growing revenue well but its profit margins were collapsing. The more server racks they sold, the less profitable they become. The company was buying expensive components & rushing liquid cooling tech to keep up with NVIDIA's Blackwell demands. Margins dropped to 11.2% leaving investors wondering if SMCI was just a low margin assembly line. In Q1, non GAAP gr

🌟🌟🌟After the release of its anticipated Q1 fiscal 2027 earnings report, $SUPER MICRO COMPUTER INC(SMCI)$ skyrocketed 19.8% in a single session. The...

# The boss asked me to issue coins

TOPLenaAnne: 13.4% is the whole story for me. If they can hold that while liquid cooling scales, this rerate probably has legs

Report

966

苏36

08-13

The most interesting takeaway from this earnings season is that AI demand isn’t slowing—the market is simply becoming more selective. CRWV and NBIS were rewarded because their numbers show real demand: accelerating revenue, massive backlogs, and improving profitability. SMCI also benefited because AI demand is translating directly into stronger revenue and margins. Meanwhile, COHR and CBRS tell the other side of the story. COHR delivered a strong quarter, but after a huge run-up, a simple beat was no longer enough. CBRS had impressive future commitments, yet investors focused on weak hardware revenue. That tells us where the market is heading: AI stories are cheap. AI earnings are valuable. Going forward, I’d focus less on who has the most exciting AI narrative and more on who can convert

The most interesting takeaway from this earnings season is that AI demand isn’t slowing—the market is simply becoming more selective. CRWV and NBIS...

# 🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?

TOPBartonBecky: I went through the Q4 prints too, and yeah the market is paying for revenue quality now. Backlog is nice, but cash flow is the real filter here

Report

977

Mrzorro

08-13

All Eyes on Optics and Neoclouds. But Who Led the Flow? Yesterday's session looked like a conviction rally on the surface. $NEBIUS(NBIS)$ finished up 34%. $CoreWeave, Inc.(CRWV)$ gained 19%. $SUPER MICRO COMPUTER INC(SMCI)$ added 19%. But flip to the trading data and the picture shifts. The stock with the highest buy/sell ratio on our platform yesterday — 4.95 — was $Apple(AAPL)$ . On a day it barely moved. We believe that's not rotation. That's a crowd with more than one idea at once. Short Memory, Long Op

All Eyes on Optics and Neoclouds. But Who Led the Flow? Yesterday's session looked like a conviction rally on the surface. $NEBIUS(NBIS)$ finished ...

# 💰Stocks to watch today?(24 August）

TOPwimpy: I chased SMCI on the breakout too, but AAPL printing a 4.95 buy sell ratio on a flat day feels like risk hedging, not clean AI rotation. Anyone else watching volume diverge here?

Report

857

Investing Leon

08-14

Why Did CSOP Samsung Electronics Daily (2x) Leveraged Product Suddenly Surge? CSOP Samsung Electronics Daily (2x) Leveraged Product ($07747$) has surged 7.39% from today’s open so far.$南方两倍做多三星电子(07747)$$3倍做多韩国ETF-Direxion(KORU)$$韩国ETF-iShares MSCI(EWY)$ I believe there are several main reasons behind the move: 1. Samsung Electronics and Korean semiconductor stocks are rebounding strongly. Samsung Electronics, SK Hynix, and the broader Korean technology sector had suffered significant declines previously. Recently, however, risk appetite has recovered and capital has started flowing back into Korean semiconductor st

Why Did CSOP Samsung Electronics Daily (2x) Leveraged Product Suddenly Surge? CSOP Samsung Electronics Daily (2x) Leveraged Product ($07747$) has s...

TOPJesseBerkeley: I added 07747 and the HBM angle is the whole bet for me. If Samsung keeps bouncing, this thing can get wild fast

Report

591

Shyon

08-13

My biggest takeaway from the seminar is that cheap options don't mean low risk. OTM options may look attractive, but their probability of expiring worthless can be very high. Understanding Theta and IV Crush is equally important because an option can lose value even when my market direction is right. I also like the risk-first approach behind Covered Calls, Cash-Secured Puts, Wheel and Vertical Spreads. Before entering any trade, I should understand the maximum potential loss and make sure the strategy matches my market outlook and risk tolerance. Overall, I see options as a risk-management tool rather than a shortcut to quick profits. My focus is on defined risk, sensible position sizing, and knowing exactly how much I can lose before opening a position.

My biggest takeaway from the seminar is that cheap options don't mean low risk. OTM options may look attractive, but their probability of expiring ...

TOPbumpy: Just checked my options too — theta burn got me before lol. Cheap OTM really is a trap sometimes, you mostly sticking to defined-risk spreads now?

Report

4.93K

Shyon

08-14

I’d go with D — Hold both. I’m still bullish on Singapore banks because of their strong earnings, dividends, wealth-management growth and solid balance sheets. DBS $DBS(D05.SI)$ ando $ocbc bank(O39.SI)$ remain especially attractive to me, although after such a strong rally, I wouldn’t chase aggressively at current levels. At the same time, I like ETFs as a way to diversify and reduce single-stock risk. Banks already make up a significant part of the STI, so holding an ETF alongside selected bank stocks gives me exposure to the broader Singapore market without relying entirely on one sector. For me, the strategy is simple: keep my existing bank positions for income and upside, while using ETFs for di

🪙 Tiger Coins | DBS vs OCBC vs UOB: Which Bank Actually Won Earnings Season?

@SGX_Stars：

Singapore’s Big Three banks delivered their Q2 report cards within a 24-hour window. DBS reported first on August 6, followed by $OCBC Bank(O39.SI)$ and $UOB(U11.SI)$ on August 7. At first glance, all three delivered year-on-year profit growth. But once the numbers are compared side by side, the differences become much clearer. This earnings season was not simply about who made the most money. The bigger question was which bank adapted best to a lower-rate environment, found new sources of growth and gave investors the strongest reason to keep buying. As of post， $DBS(D05.SI)$ YTD 2026 is 33.12%， $UOB(U11.SI)$ YT

🪙 Tiger Coins | DBS vs OCBC vs UOB: Which Bank Actually Won Earnings Season?

I’d go with D — Hold both. I’m still bullish on Singapore banks because of their strong earnings, dividends, wealth-management growth and solid bal...

TOPInvestordude1301: $UOB(U11.SI)$ Bullish too and a more attractive entry price with such strong dividends

Report

530

Pinkspider

08-14

$S&P 500

S&P 500 JUST BROKE ABOVE 7,800 FOR FIRST TIME EVERY The biggest cause of this is that the two-year yield fell to 4.14% and September hike odds dropped from ~50% to ~35% after payrolls lost 23K jobs versus +83K expected while CPI held at 3.4% headline and 2.5% core. That rate repricing matters because the 90-day correlation between yields and stocks is near its most negative since 1996 helping the Nasdaq rebound nearly 9% from its July low after semiconductors fell 19% in their worst month since 2008. The rally also has real fundamental support with S&P earnings tracking ~28% growth and forward EPS estimates still rising but leadership remains concentrated as $NVDA, $MU and $AAPL drive an outsized share of gains while the Magnificent Seven ETF is up only ~5% this year. The setup sta

$S&P 500

TOPglowzi: 7800 probably isn't the end if 28% earnings growth holds. I stay long SPY here — do you think breadth finally catches up next?

Report

1.26K

koolgal

08-14

🌟🌟🌟Should we chase the high on $Micron Technology(MU)$ or wait for the pullback? Chase the high: The FOMO rocket strategy. If the AI bottleneck has shifted from compute to storage, Micron isn't overvalued. It is just getting started. AI cannot think without memory & Micron holds the key to the physical vault. If you wait for a pullback that never comes, you will be left behind on Earth watching the stock march to a USD 1.5 trillion valuation. Wait for Pullback: Memory fabrication plants take years to build but supply always catches up eventually. Waiting for a healthy 10% to 15% consolidation isn't being a coward. It is being a disciplined investor waiting for the right entry point. The Verdict: The st

🌟🌟🌟Should we chase the high on $Micron Technology(MU)$ or wait for the pullback? Chase the high: The FOMO rocket strategy. If the AI bottleneck has...

# The boss asked me to issue coins

TOP1PC: Nice Sharing 😁 @JC888 @Barcode @DiAngel @Aqa @Shyon @Shernice軒嬣 2000

Report

1.19K

koolgal

08-14

🌟🌟🌟Is the Optics drop a Golden Pit or a Valuation Overdraft? Both $Lumentum(LITE)$ & $COHERENT(COHR)$ have just dropped phenomenal earnings reports, completely obliterating Wall Street expectations. But instead of celebrating, both stocks dropped post earnings. The Golden Pit Short Term Washing: This pullback is a gift from the financial gods - a classic textbook Sell the News shakeout. It is meant to transfer shares from panicked short term traders into the hands of disciplined investors. The Valuation Overdraft Warning: Investors have bid LITE & COHR to mythical multiples ahead of reports, pricing in absolute perfection for the next 3 years. It is a high Ca

🌟🌟🌟Is the Optics drop a Golden Pit or a Valuation Overdraft? Both $Lumentum(LITE)$ & $COHERENT(COHR)$ have just dropped phenomenal earnings reports...

# The boss asked me to issue coins

TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Shyon @Aqa @DiAngel @Shernice軒嬣 2000

Report

265

Shyon

08-14

I’m cautiously bullish on the S&P 500 reaching 8,000. The earnings outlook remains strong, especially with AI-driven growth, while inflation appears manageable enough to keep the Fed from turning aggressively hawkish. If earnings continue to deliver, I think the rally can extend even without a major expansion in valuation multiples. That said, I wouldn’t ignore the risks. The IPO wave, midterm-election seasonality and especially any unexpected energy-price spike could quickly change the market’s narrative. I’ll be watching the Jackson Hole speech closely, because a more hawkish Fed would probably be the biggest threat to the 8,000 thesis. For now, I’d stay invested but avoid chasing aggressively at record highs. My preference is to keep exposure through broad ETFs like SPY while maint

I’m cautiously bullish on the S&P 500 reaching 8,000. The earnings outlook remains strong, especially with AI-driven growth, while inflation appear...

Comment

Report

7.68K

Capital_Insights

08-14

Sandisk Surges 14% — Goldman Still Sees Another 44% Upside. What Is Wall Street Pricing In?

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional

Sandisk Surges 14% — Goldman Still Sees Another 44% Upside. What Is Wall Street Pricing In?

# Kioxia Drops First, SanDisk Follows With 9% Loss — Is the Crowded Trade Unwinding?

TOPShyon: I would choose B. Stay bullish, but wait for a pullback. I like SNDK’s $SanDisk Corp.(SNDK)$ long-term story, especially its multi-year contracts, supply discipline and potential for much higher margins. If these can genuinely reduce NAND cyclicality, I understand why Goldman sees US$2,200 as achievable. However, after a roughly 467% YTD rally and another 13.6% jump in one day, I wouldn’t chase it. Expectations are already extremely high, while the 80% margin target and HBF opportunity still need to be proven. I would rather let the market cool down and see whether the fundamentals continue to catch up with the valuation. For me, US$2,200 is possible, but I don’t need to chase it today. I’d rather wait for a meaningful pullback and add if the long-term thesis remains intact. @Tiger_comments @TigerStars @TigerClub @Capital_Insights

Report

6.98K

JC888

08-14

Neoclouds war - CRWV vs NBIS. Winner ?

AI Cloud -Investment Thesis. Is everyone clear about the business models of $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ ? Both specializes in AI cloud-computing and infrastructure providers (often called "neoclouds") focused on renting out high-performance GPU computing power for artificial intelligence training, tuning, and inference workloads. My last post on both was dated 10 Apr 2026. Click here ! for details. It is timely to revisit these stocks since they have just released their latest quarterly earnings. For starters most investors frequently compare them to high growth plays that benefit from surging demand for AI compute res

Neoclouds war - CRWV vs NBIS. Winner ?

# CRWV, NBIS Surge Post-Earnings — Has AI Compute Hit Its Inflection Point?

TOPRalphWood: P/S and FCF matter more here. CRWV looks safer on scale, but NBIS has more upside if pricing holds. Anyone buying the valuation gap?

Report

12.93K

Shyon

08-14

$SpaceX(SPCX)$ I'm starting to collect SpaceX(SPCX) and open a new position because I feel the stock may have reached its near-term bottom. After the post-IPO hype pushed SpaceX above $225, the stock went through a painful correction, falling to around $105 in early August. The combination of valuation concerns, heavy AI spending, earnings uncertainty and the IPO lock-up expiration created a perfect storm of selling pressure. But after that sharp reset, the risk-reward profile is starting to look much more attractive to me. More importantly, the underlying business is still growing at an impressive pace. SpaceX reported Q2 revenue of about $7.8 billion, up roughly 92% year over year, while Starlink continues to expand rapidly. The market init

SPCX

08-13 22:47

USSpaceX

Side	Price	Realized P&L
Buy Open	140.00	-2.32% Holding

SpaceX

$SpaceX(SPCX)$ I'm starting to collect SpaceX(SPCX) and open a new position because I feel the stock may have reached its near-term bottom. After t...

# Trade Feed: Who is your favorite trader?

162

Report

232

JC888

08-14

Replying to @chenobserver:Hi, thanks for reading my post and sharing your views. Probably have to give Buffett the benefit of the doubt that he knows his pick has the same core values and foundation as him. But I do sense a slight difference in terms of the areas of investment. As long as he remains 'conservative', should be fine. Afterall, didn't Berkshire bought into Ulta Beautry (so tangent to their areas of investment) one quarter only to liquidate the next. Abel should toll the line, I believe.//@chenobserver:16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels p

Under Abel, BRK.B outpacing US Market ?

@JC888：

US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, $Berkshire Hathaway(BRK.B)$ reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits & (b) investment portfolio gains. Operating Profits. Operating earnings,

Under Abel, BRK.B outpacing US Market ?

Replying to @chenobserver:Hi, thanks for reading my post and sharing your views. Probably have to give Buffett the benefit of the doubt that he kno...

Comment

Report

892

Sporeshare

08-14

$Singtel(Z74.SI)$ Nice Green candlesticks spotted on the chart. Looks rather bullish. 1st quarter results is out. – Singtel on Aug 13 reported a 71.6 per cent fall in first-quarter net profit to $818 million from $2.88 billion the previous year. The group attributed the dip to exceptional gains from the sale of a partial stake in Airtel and the Intouch-Gulf Energy merger in the same quarter in 2025. Underlying net profit was up 21 per cent to $831 million from $686 million, driven by Airtel, AIS, NCS, Optus and its Digital InfraCo arm. The group bases its core dividends on underlying earnings. Hopefully, 4.20 can hold up well! SingTel - Nice closing yesterday at 4.61, likely to continue to trend higher towards 4.70 and above. Pls dy

$Singtel(Z74.SI)$ Nice Green candlesticks spotted on the chart. Looks rather bullish. 1st quarter results is out. – Singtel on Aug 13 reported a 71...

TOPsnugglo: I added a bit, RSI just crossed 50. 4.75 looks doable if 4.50 keeps holding?

Report

4.59K

WallStreet_Tiger

08-14

🎯Reddit Joins the S&P 500 — But the Real Winner Might Be the Index Itself 📊

Reddit dropped a bombshell after the US market closed Thursday — and by the time most of us woke up, the stock had already popped 11%. But the real story isn't Reddit — it's what index inclusion says about how the whole market works, and why the "boring" S&P 500 ETF in your portfolio might be doing more for you than any stock pick ever will. [Miser] Hey Tigers, Let's Talk About the $Reddit(RDDT)$ Pop $Reddit(RDDT)$ is joining the S&P 500. S&P Dow Jones Indices confirmed the change will take effect before trading opens on August 18, 2026, and the stock jumped over 10% in after-hours trading within minutes of the announcement Thursday evening US time. Reddit is st

🎯Reddit Joins the S&P 500 — But the Real Winner Might Be the Index Itself 📊

TOPShyon: For me, I would rather DCA into the $S&P 500(.SPX)$ than chase $Reddit(RDDT)$ index-inclusion pop. The 11% surge is largely driven by mechanical buying, not a sudden improvement in the company’s fundamentals. These inclusion rallies can be attractive short-term trades, but I wouldn’t treat them as a reliable long-term strategy. I like the S&P 500 because it essentially does the stock-picking for me, continuously replacing weaker companies with stronger ones. The diversification also makes it much easier for me to stay invested through different market cycles without worrying about any single company. I still pick individual AI and tech stocks when I see higher-growth opportunities, but $Vanguard S&P 500 ETF(VOO)$ remains one of my core DCA positions. Individual stocks are my satellite bets for potential outperformance, while the S&P 500 provides the stable foundation for my portfolio. @TigerStars @Tiger_comments @TigerClub @WallStreet_Tiger

Report

358

JC888

08-14

With about 4.5 hours to go before last trading day of the week, will BRK.B end off this weekend with a bang, after losing its footing on Thursday falling by -0.60% (or -$3.07). Rule of thumb is traders usually will sell down their positions (or exposures) for fear of the unknown over the long weekend; since Middle East tension remains and that the US navy is set to stay in the Gulf, for much longer than expected - buring cash (expenses) along the way. What do you think ? BRK.B will end off this week higher than it started ? I really doubt it.

Under Abel, BRK.B outpacing US Market ?

@JC888：

Under Abel, BRK.B outpacing US Market ?

With about 4.5 hours to go before last trading day of the week, will BRK.B end off this weekend with a bang, after losing its footing on Thursday f...

TOPAlihuat: yes I do think so too...waiting to averagw down. bought when it was at the high recently.

Report

Most Discussed

7x24

All