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08-14
Micron Reclaims $1 Trillion Market Cap: Structural AI Shift Drive Memory Sector Growth
Micron Technology’s ascension to the $1 trillion market cap threshold marks a fundamental paradigm shift in how global financial markets value memory chipmakers. Traditionally regarded as commoditized, highly cyclical "pig-iron" vendors whose fortunes rose and fell with PC and smartphone refresh cycles, memory producers have been re-rated as critical bottleneck providers for the generative AI revolution. The rally in $Micron Technology(MU)$ Micron (MU), alongside peers SK Hynix and Samsung, is not merely a temporary cyclical rebound. Instead, it represents a structural multi-year expansion driven by High-Bandwidth Memory (HBM3e/HBM4) demand and an severe supply squeeze in conventional DRAM. 1. Memory Sector Dynamics: Rebound vs. Structural Reversal
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08-14
Option Movers | Super Micro Computer Bullish Options Flow Tops Bearish Bets by $20M; Micron OTM Put Purchases Signal Bearish Sentiment
Market Overview The S&P 500 notched a record-high close on Thursday (Aug 13), fueled by advances in Sandisk and other heavyweight technology stocks, as tame producer price inflation data supported expectations the Federal Reserve will not raise interest rates at its September meeting. Regarding the options market, a total volume of 61,263,758 contracts was traded, of which 60% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $SPCX(SPCX)$, $MU(MU)$, $AAPL(AAPL)$, $INTC(INTC)$,
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08-13
$Microsoft(MSFT)$ Monday printed a bearish candle stick, a retracement or consolidation is a likely outcome after a strong rally. A pullback would be a great buying opportunity, first buy zone is $468 second is $456 the ultimate support level is $430 if you are bullish on msft that would be a great buy if price can drop that low.
TOPLeoIII.: I checked the weekly too, 468 lines up clean. If that cracks, 456 probably gets tested fast
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08-13
$WDC 20260918 300.0 PUT$ crossing my fingers....
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08-13
$MarcoPolo Marine(5LY.SI)$ Marcopolo marine good
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08-13
$QUANTUM CORP(QMCO)$ uwu.. risk taking and patience paying off.
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08-14
$SanDisk Corp.(SNDK)$
TOPThere is a high probability of 1650~1700 today and 1800 next week. Add positions (⊙o⊙)
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08-14
$Indie Semiconductor Inc.(INDI)$ my longer term buy unless it jumped faster then what I expected
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08-14
$UOB(U11.SI)$ UOB Will you bounce? You did in June, can you do it again? I will have to make a decision to cut or add positions. Banks be my Gibraltar ^=^
TOPIt’s not an egg, surely it will bounce 😊
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08-14
$Netflix(NFLX)$ most likely will be taking profits on Netflix today
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08-13
CoreWeave Q2: Faster Builds, Better Margins, More Debt
$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to
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08-14
[Tiger Friday] If You Had $1 Million to Invest Today…
Imagine you have $1 million to invest today. You can choose from some of the market’s hottest stocks and assets — AI, semiconductors, Chinese tech, gold, Bitcoin, cash, options and more. There’s no right answer. You just need to build the portfolio you’d actually want to hold. The rules are simple: Your total cannot exceed $1 million You can choose up to 5 assets At least 1 pick must be a non-stock asset Would you go heavy on AI? Load up on memory stocks? Keep some cash for the next selloff? Or put part of the portfolio into gold or Bitcoin? How to Participate Drop your portfolio in the comments and tell us: How would you spend your $1 million? Which asset would get your biggest position — and which one would you never buy? Rewards All eligible participants w
TOP🌟🌟If a genie suddenly appears & drops me a cool USD 1 million into my bank account today, my tendency is to jet away on First class around the world & spend like a king. However sanity would prevail. Here is how I would invest: 1. $Vanguard Total World Stock ETF(VT)$ - USD 300,000. VT is the ultimate "buy the world" ETF, holding 9000 stocks across US, Europe, China, Japan, Australia & much more. 2. $SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM)$ USD 200,000. SPTM tracks the large cap, mid cap & small cap US stocks in 1 powerful ETF. 3. $SS SPDR STI ETF(ES3.SI)$ SGD 200,000. STI ETF is my dividend anchor & includes the Big 3 Singapore banks. 4. Gold Bullion USD 100,000. Gold does not pay any dividends but it is my safe haven assets. 5. Balance: Cash & $iShares 0-3 Month Treasury Bond ETF(SGOV)$ . This represents my warchest & cash reserves for emergency funds. This is my sleep well at night portfolio. @TigerEvents @Tiger_comments @TigerStars
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08-14
$CRCL Holds While $TSLA $NBIS $CELH Set Up
Hey Tigers! 🐯 I called out the $Circle Internet Corp.(CRCL)$ smart money zone to subscribers last month, and the bottom now appears to be in. From here, I’m watching for a move toward $130+. $Tesla Motors(TSLA)$ is also sitting at an important level. If the stock sweeps $342 and holds it as support, I’d expect the upside gap to become the next short-term target. For $NEBIUS(NBIS)$ , price appears to be rejecting the $280 smart money level. That creates the possibility of a retail liquidity trap if buyers chase the move without a clean breakout. $Celsius Holdings, Inc.(CELH)$ is back inside its long-term smart money zone,
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08-14
$NBIS $BE $SPCX Would Be The Next 1000% Winners
I'm known to pick 1000% winners: $IONQ Inc.(IONQ)$ at $5$AST SpaceMobile, Inc.(ASTS)$ at $2$Palantir Technologies Inc.(PLTR)$ at $17$NVIDIA(NVDA)$ at $18 in February 2023 Right now, three names stand out to me: 1. $NEBIUS(NBIS)$ Revenue is up 454%, with 5GW of power contracted and a $37B signed backlog. Buy zone: $170–$180 The post-earnings gap could fill, with the old $220 resistance potentially turning into support. 2. $Bloom Energy Corp(BE)$ AI data centers need power before they need more GPUs. Buy zone: $170–$180 The stock broke
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$SPX Rallies While $MSFT and $AMZN Flash Warning Signs
Tech stocks drove another strong session, with $SPX breaking higher while $MSFT and $AMZN showed very different technical setups. $S&P 500(.SPX)$ pushed through a major breakout level, helped by softer-than-expected inflation data and renewed strength across technology stocks. The 5-day moving average continues to support the uptrend and remains the key short-term trend guide. The oscillator is already in overbought territory, but today's candle still points to continued momentum. The main risk to watch is $VIX, which has moved slightly higher and could signal rising short-term volatility. $Microsoft(MSFT)$ is taking a more cautious path. Previous moves above the upper Bollinger Band were followed by
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$7,800!? $SPX Moves Into Uncharted Territory 🔥
Tech shares and softer-than-expected inflation data fueled the stock market today. The $S&P 500(.SPX)$ breached the 7,800 milestone for the first time to set a new all-time high. Last night, we studied charts for the SPX and $E-mini S&P 500 - main 2609(ESmain)$ , highlighting two key levels that would provide direction to the next move: 7,729 for the SPX: “if that level breaks, a gap fill thesis would be likely” and: 7,799 for the ES=Futures, “if that one is breached, there could be a continuation for this bull leg”. Both levels were very close to price action, in addition, today’s CDL for the SPX (7,750) kept its support condition from the opening. Using levels to validate direction is an ess
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08-14
GPU Rental Prices：The Wealth Code
$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ are in an awkward position — especially CRWV. The key takeaway from earnings isn't in the financial results themselves, but outside the filings: GPU rental prices. It's similar to how storage stocks are priced — earnings only become interesting after long-term agreements (LTAs) are signed; before that, it's all about whether storage prices are going up. For data centers, both of these companies are heavily leveraged and asset-heavy. Whether they can turn a profit depends entirely on whether GPUs can be rented at good prices. If GPU rental prices fall, even stellar earnings won't save the stock — because institutions will reason that if you're renting cheap but bought
TOPEverything hinges on demands. If demand outweights supplies, prices will continue to rise. This is basic economics.
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08-13
8/13 Pre-Market Thoughts: The Big Short Strikes Again
One-sentence theme: AI bulls and bears are in a direct face-off — Lenovo's AI order explosion (bullish) vs Burry's broad-based AI shorting (bearish). But looking one layer deeper, the shorts are really betting on "compute rental prices falling." The strategic tone remains unchanged: position via Sell Puts on dips, don't chase highs. I. Sentiment Focus: Bulls vs Bears 🟢 Bulls: Lenovo AI Orders Surge Lenovo's Q1 net profit broke through $1 billion, with AI server backlog orders reaching $54 billion. This drove DELL and HPE higher in pre-market trading. → DELL is a good Sell Put candidate ahead of earnings (riding the AI server demand theme). 🔴 Bears: Burry Strikes Again, Calling "NVIDIA = Enron" Michael Burry shorted: NBIS (247), Micron (924), ORCL (152), and also shorted SOXX. He compared N