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08-13
Trump’s $3 Billion Minerals Push: Is It Time to Buy U.S. Rare-Earth and Magnet Stocks?
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
TOP苏36: My Take on Critical Minerals I think this is more than another speculative mining rally. Washington is now providing capital, price protection and guaranteed demand, which could fundamentally improve the economics of U.S. critical-mineral projects. For me, MP Materials (MP) is still the strongest pick because it already has mining, separation and magnet production. UUUU is the more aggressive alternative with heavy rare-earth and uranium exposure. I wouldn't chase every small-cap miner. The real winners will be those that turn government support into production and sustainable cash flow. MP for the core position, UUUU for higher-risk upside. @Tiger_comments
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08-13
Live Recap 1: Why Ross Cut AI Exposure Before the Sell-Off — Inside a Fund Manager's Risk Framework
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. Ross shared how he combines top-down and bottom-up analysis to navigate market cycles — including why his fund reduced AI and semiconductor exposure before the July correction. His key message: Being bullish on AI long-term does not mean ignoring short-term market risk. Disclaimer: The views expressed are those of the guest speaker and do not represent Tiger Brokers or its affiliates. This content is for education and discussion purposes only and does not constitute financial advice. More from the livestream recap series Live Recap 2: Rate Cuts, Jack
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08-13
Live Recap 2: Rate Cuts, Jackson Hole and Market Risk — Ross's U.S. Market Playbook
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this session, he shared his views on inflation, employment, interest rates, U.S. equity valuations, and market positioning. Ross remains constructive on U.S. equities in the near term, but believes late August and September could bring higher volatility and require more selective positioning. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion pur
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08-13
AI Keeps Moving Higher
Hello everyone！Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ is up nearly 30% because this quarter showed the AI compute shortage is translating into better pricing, faster paybacks, higher margins and better financing. Nebius now earns ~$25M per MW on normal contracts and up to $50M for immediate capacity while Q2 deals pay back in under two years and customers fund roughly half the capex upfront. That pricing power is already showing up in the market with its first capacity auction clearing 15% above prior $NVIDIA(NVDA)$ Blackwell pricing, AI cloud margins reaching 50% and management saying it could sell all of 2027 capacity today.
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08-13
The AI Value Chain: Who Wins, Who Loses?
Some of the more exciting themes right now: 1. Silicon Photonics Safest bet: $Lumentum(LITE)$ $Coherent(COHR)$ $Marvell Technology(MRVL)$ $Credo Technology Group Holding Ltd(CRDO)$ Moderate risk: $Applied Optoelectronics(AAOI)$ Highest risk: $POET Technologies Inc(POET)$ $Aeva Technologies Inc.(AEVA)$ 2. Solid Oxide Fuel Cells Safest bet:
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08-13
SPCX: The Rebound Time is Coming
Hello everyoone! Great timing--after my "bullish now for $SpaceX(SPCX)$" call last week, it has risen over 40%. Following the roadmap pretty well. First target: $170. MPW Mid-week Update Posted: (1) hope you caught that pent-up move from $SpaceX(SPCX)$, as I identified & marked on the chart real time. (2) also, with VIX closed at the lowest level of 2026, the boring summer may be over.
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08-13
TRADE PLAN for Thursday 📈
TRADE PLAN for Thursday 📈 $S&P 500(.SPX)$ all eyes on 7800 this month, once it gets through 8000 comes fast. The NASDAQ- $Invesco QQQ(QQQ)$ has lots of room to catch up since SPX already broke the all time highs.. We're going to see a rotation back into Chip and memory stocks in the near future. When it does $Invesco QQQ(QQQ)$ will run to 748 very quickly. QQQ through 748 will set up for a multi week rally to 800 $Micron Technology(MU)$ to 1250 coming once it gets back above 1000. 930 is a breakout level for tomorrow, watch to see if it can get through.. If
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08-13
VIX, MU, KOSPI& DELL See the Recovery Now
Hello everyone! Today i want to share some technical analysis with you! 1 $Dell Technologies Inc.(DELL)$This has NOT technically broken out yet because the weekly candle has not closed. However, nearing a potentially status quo changing breakout by the end of the week. 2 $CSOP KOSPI(03121)$ The Korean index is suggesting the memory/chip trade may be back on for the next couple of weeks. 3 $Micron Technology(MU)$ I’m not remotely close to the IQ, but I really don’t see how this doesn’t go to at least $1,000 at this point. 4 $Cboe Volatility Index(VIX)$ This is
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08-13
JPM, CBRS, DELL, TOST& AMZN Show the Different Momentum
Hello everyone! Today i want to share some technical analysis with you! 1 Buying $Amazon.com(AMZN)$ here means you're paying less per dollar the company makes than at ANY point in the last decade... 🌶️ 2 🚨$Toast, Inc.(TOST)$ is seeing its first Stage 2 breakout since early 2024 Shares ran over +150% the last time we saw this occur 👀 3 $Dell Technologies Inc.(DELL)$ knocking on the door of all-time highs 🚪✊ 4 $Cerebras Systems(CBRS)$ OUCH 🩸 Q2 EPS: $(2.98) vs $(1.41) est ❌ Q2 Sales: $180.110M vs $194.202M est ❌ 🟥 -9.14% 5 Its been a red hot summer for the ban
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08-13
CoreWeave Shares Surge 17%: Behind the $100B RPO, Profitability Remains Key
Following the release of its second-quarter earnings, CoreWeave’s shares rose about 17% in premarket trading on Wednesday, as the market reacted positively to the company’s results and growth outlook. $CoreWeave, Inc.(CRWV)$ In terms of financial performance, CoreWeave reported Q2 revenue of $2.575 billion, up approximately 112% year over year and slightly above analysts’ expectations of $2.56 billion. Adjusted net loss per share came in at $1.14, also better than the expected loss of $1.41 per share. Meanwhile, the company raised its full-year revenue outlook to $12.4 billion–$13.2 billion, providing another positive signal for its growth prospects. More importantly, CoreWeave’s future revenue visibility and profitability both sho
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08-13
Oracle +5%, Bets on Quantum: Cloud Infrastructure's Most Undervalued Dark Horse?
Oracle (ORCL): AI Infrastructure Landscape, Competition, Capital Deployment, Valuation & Partnership Ecosystem Conclusion Bias: $Oracle(ORCL)$ 's valuation does not fully reflect the explosive potential of its AI infrastructure business. A Forward P/E of 11.6x for a company with IaaS growth of 93% and RPO growth of 363% represents a clear "valuation mismatch." However, high leverage and negative free cash flow are real financial risks, making it suitable for growth-oriented investors who can tolerate volatility. If you believe AI compute demand will continue to explode and multi-cloud strategies will become the enterprise standard, Oracle (ORCL) is one of the most attractively positioned large-cap tech stocks on a risk-adjusted return basis. T
TOPThanks for detailed analysis.[Strong] After reading, I would like to know that the $50B capex plan is impressive, do you think Oracle can generate enough incremental cash flow from AI infrastructure to justify that level of spending without relying heavily on additional financing activities?
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08-12
NVIDIA Earnings Review: Fundamental Highlight, But Market Focuses on Core Debate
NVIDIA enters this earnings report with unusually high expectations, and that matters as much as the company’s absolute growth rate. Based on current-quarter forecasts for Q2 2026, revenue is expected at $91.80 billion, up 99.31% year over year, while EBIT is forecast at $60.64 billion, up 109.77% year over year, and EPS is projected at $2.087, up 107.01% year over year. Those numbers imply that the market is still looking for near-doubling growth even after an already extraordinary prior quarter. The practical issue for investors is not whether NVIDIA is growing fast, because the data already shows that it is, but whether the company can sustain this pace without giving back margins or requiring a level of spending that pressures future cash generation. In other words, the stock reaction
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08-13
[Earnings Recap] Cisco Beats but Drops 4% — Cerebras Slides 16%
The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev
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08-13
$CRWV Position Closed — Protecting Capital, Waiting for a Better Entry
I closed my $CoreWeave, Inc.(CRWV)$ position today. Big picture, I still think over the next 6+ months we can see price back in the 180–200+ area. Nothing about the long-term thesis has really changed for me. Short term, though, we just had an aggressive gap up in a very short period. While we nailed the bottom over the last couple weeks, my average cost wasn’t ideal. If my average were under 70, I’d be far more comfortable simply sitting through the volatility and letting it play out. But here’s the key: my job is to protect both capital and mental bandwidth. Right now, I’d rather lock in gains, step aside from the short‑term noise, and look to re‑enter at a cleaner level if we get a pullback in the coming weeks. If we do, I’ll be very interested
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08-13
$NBIS short term take profit zone
A couple weeks ago we talked about $NEBIUS(NBIS)$ bouncing off short-term support around 140. After a ~70% move in about 14 days, this now checks my profit‑velocity box for an early exit. If I were in this short term, I’d be closing here. Could it squeeze toward $320? Sure. But a move like this in such a short window is exceptional. Letting greed take over after that kind of run is how people round-trip gains. On the higher timeframe, price is pushing into a potential resistance zone around $260–$280. If this turns into a lower high, we could very realistically see a move back down toward the $120 “smart money” zone over the next couple of months. For clarity: ⏺ I do not have a position right now. ⏺ I am not outright bearish. ⏺ I would absolutely
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08-13
31 Industry Groups Showing 100% Relative Strength
Here are 31 of 123 industry groups that closed today with 100% Relative Strength on a 1-month basis. The strongest areas are spread across several major themes, with notable momentum in precious metals, mining, energy, defense, AI, software, cloud infrastructure and biotech. 🥇 Metals, Mining & Commodities $SPDR Gold ETF(GLD)$ — Gold$iShares Silver Trust(SLV)$ — Silver$VanEck Gold Miners ETF(GDX)$ — Gold Miners$VanEck Junior Gold Miners ETF(GDXJ)$ — Junior Gold Miners$Global X Silver Miners ETF(SIL)$ — Silver Miners$Amplify Junior Silver Min
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08-13
Cloud Demand Is Not Slowing Down 🔥LITE, CRWV, SMCI All Crush Estimates
[Happy]Hi, Tigers! The AI Infra Print Party Is Here 🎉 If you thought the AI trade was running out of steam, Wednesday's earnings just told you otherwise. Three companies. Three different layers of the AI stack. All three blew past expectations — and by the closing bell, the moves were even bigger than the initial after-hours pop suggested. Here's the scoreboard: The ripple effect was immediate and, by end of session, much bigger than early prints suggested: $NEBIUS(NBIS)$+27-34%, $IREN Ltd(IREN)$+10%, $Coherent(COHR)$+9%, $Ciena(CIEN)$+13%,
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08-13
Under Abel, BRK.B outpacing US Market ?
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,
TOP16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock
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08-13
My Next Big AI Bet: $GOOG
The bull market is now in Year 4 of a potential 20-year cycle. And the AI supercycle is only in Year 3 of a potential 15-year run. 🚀 That’s the bigger picture I’m focused on. While Michael Burry is shorting $NVIDIA(NVDA)$ $iShares Semiconductor ETF(SOXX)$ $Micron Technology(MU)$ $Palantir Technologies Inc.(PLTR)$, I’ve been adding back to several AI and infrastructure names during the recent weakness. 🐯 My July Adds $NVDA at $190 $MU at $740 $ $Lumentum(LITE)$ at $630 — missed the bottom, but still wanted exposure $SpaceX(SPCX)$ at $110
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08-12
Tech and Tradition: Lotus Technology’s Compound Formula in Luxury EVs
Build what you know and make it modern The New Luxury Standard Luxury in the global EV market is undergoing a profound transformation. Where prestige once rested on horsepower, torque curves, and Nürburgring lap times, today’s buyers across major markets are increasingly judging vehicles by their digital sophistication, connectivity, and in‑cabin experience. Cars are no longer just machines; they are software‑defined “third living spaces,” extending the digital ecosystem of smartphones and homes into the cockpit. This shift has placed legacy European brands under pressure. Porsche, BMW, and Audi have all reported double‑digit declines in deliveries worldwide, reflecting the growing appeal of new‑generation EV makers who compete aggressively on software responsiveness, AI
TOP$Lotus Technology(LOT)$ is not just keeping pace with the EV revolution, it’s setting the benchmark for luxury defined by both speed and software. Its compound formula of heritage engineering and digital sophistication makes it one of the most compelling differentiated plays in the premium EV space.