533
·
08-14
$Stagwell Inc.(STGW)$ Stagwell is an interesting alternative to the much larger traditional advertising groups, with a strategy increasingly focused on digital marketing, technology and data-driven services. As companies continue shifting advertising budgets toward digital channels and increasingly incorporate AI into marketing workflows, agencies capable of combining creative expertise with technology could benefit. STGW doesn't receive the attention given to fashionable AI or semiconductor stocks, which may actually be part of the opportunity if earnings and cash generation improve. Overall: STGW is a less obvious growth story, but its digital focus, technology exposure and potential for improving profitability make it an interesting smal
TOPCrystalRose: AI tool adoption is still early, that angle feels underpriced here. If margins finally inflect, STGW probably gets rerated fast
907
·
08-14
If I had to choose, I would go with C. MU. SNDK’s long-term targets are impressive, but after a 13.7% one-day surge and a massive run this year, I don’t want to chase it. $Micron Technology(MU)$ gives me broader exposure to HBM, DRAM and NAND, allowing me to benefit from both AI memory demand and the broader storage cycle. The reactions to AMAT, COHR and Cisco also show that strong earnings are no longer enough when expectations are already high. For me, the key is whether AI demand can translate into sustainable earnings and cash flow. I believe MU still offers a better balance of growth, valuation and upside. So I remain bullish on storage, but I would accumulate MU on pullbacks rather than chase SNDK after its sharp rally. If MU and
TOPMU still looks like the cleaner bet to me. HBM demand is real, but I’d rather buy Micron on dips than chase SNDK after that rip
945
·
08-14
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 p
TOPSame here, VOO does the heavy lifting for me too. RDDT pops like this are tradable, just not something I'd build around long term
1.02K
·
08-14
S&P 500 Hits Another Record High — Time to Chase or Stay Calm?
The S&P 500 $S&P 500(.SPX)$
TOPNice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 2000
959
·
08-14
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 l
TOPTrimmed some around 180 too, not chasing after a 467% run. Long term still works, but what even counts as a meaningful pullback here?
1.62K
·
08-14
🌟🌟For the past 2 months, $SpaceX(SPCX)$ bear camp was counting down the days to August 6. This is the ominous "Unlock Day", the exact moment the first post IPO lockup restriction expired, suddenly freeing a staggering 911.5 million insider shares valued at over USD 100 billion to hit the open market. The doom mongers predicted a catastrophic selling frenzy that would plunge the stock into deep space. Instead, SpaceX flipped the script, pulled off a spectacular short squeeze & skyrocketed 35% in just 5 sessions, adding a spectacular USD 500 billion back to its market cap. Can this valuation stand firm or just a temporary sigh of relief before reality strikes back? What happened was that the vast majority of SpaceX employees
TOP35% in 5 sessions is the answer lol. I bought this unlock panic and I'm holding through Aug 20 too
778
·
08-14
🌟🌟🌟The end of the 3 year Swedish strike is an undeniable win for $Tesla Motors(TSLA)$ . However a 4% bounce does not erase margin compression or negative free cash flows. At USD 340, the Tesla stock is in a volatile counter trend rally after breaking through its long term supports. I believe it is best not to FOMO into this post strike carnival. The "Big Shorts" are circling for a reason & macroeconomic tech volatility is heating up. If you believe in Tesla's long term robotics and software transformation, it is best to dollar cost average into the stock. Tesla is a great company but in the short term it can be volatile. @Tiger_comments
TOPI added below 340 and I'm not losing sleep over it. Robots, FSD and energy are the whole bet here — shorts really want to lean against that long term?
776
·
08-14
SNDK can reach $2,200, but I wouldn’t chase it blindly. What makes this rally different is that the story is shifting from simply “NAND prices are going up” to better earnings visibility, supply discipline, long-term contracts and AI inference potential. If management can deliver the targeted margins and FCF while HBF becomes a real product by 2027, the market could start valuing SNDK less like a traditional cyclical memory stock. But after a 467% YTD rally, expectations are already sky-high. At this level, the risk isn’t that SNDK has a bad business—it’s that the business performs well while investors expect perfection. So I’m closer to B: bullish, but waiting for a pullback. For me, $2,200 is achievable, but the next 30–40% won’t come from hype. It has to come from real earnings growth,
TOP467% YTD already prices in a lot, but tighter inventory turns do make this cycle feel more durable. You buying the HBF story yet or waiting for margin proof first?
625
·
08-14
$Surf Air Mobility Inc.(SRFM)$ Extremely frustrating stock to hold. SRFM has become the kind of stock where shareholders seem to spend more time worrying about the next drop than enjoying any meaningful upside. Even when there is seemingly positive news or better revenue, the share price struggles to hold its gains and repeatedly gets sold down. Today is another example — it opened around $0.795, plunged to about $0.752, and is still struggling below $0.80. Every small recovery seems to meet another wall of sellers. What concerns me most is that this is already a sub-$1 stock with NYSE compliance issues and reverse-stock-split risk hanging over shareholders. That creates an uncomfortable situation where investors aren't just evaluating the
TOPAdded around 0.78 and yeah this tape is ugly. I still think the tech is the only reason to stay, but sub-1 plus split risk is rough
1.17K
·
08-17
FIG, ROL, NOW, XOM& OSCR Wait for Great Rebound
Hello everyone! Today i want to share some techncial analysis with you! 1 $Oscar Health, Inc.(OSCR)$ just engulfed 8 weeks of price action in a single weekly candle... 🌶️ 2 Cup and handle breaking out as weekly MACD flips bullish... Now you have my attention 👀 $Exxon Mobil(XOM)$ 3 $ServiceNow(NOW)$ entering back-to-back #1 seasonal weeks off the inverse head and shoulders 👀 4 $Rollins(ROL)$ monthly RSI currently sits at its lowest level since May 2000 🌶️ 5 Pushing off the base as volume continues picking up
702
·
08-15
For me, I’d pick Micron for the next three years — but with a much higher risk tolerance. Berkshire is the safer compounder, while Nvidia remains the core AI leader. But Micron has an interesting middle ground: it’s benefiting from the same AI spending boom, yet the market is only now starting to treat memory as strategic infrastructure rather than a commodity. The key is HBM. If AI demand keeps growing and memory supply remains tight, Micron’s earnings could surprise on the upside. That gives MU more potential upside than Berkshire, although the volatility will be much higher. So my ranking would be: MU for upside, NVDA for AI leadership, BRK for stability. The real question isn’t whether Micron can stay above $1 trillion — it’s whether AI has permanently changed the memory cycle. If the
TOPI’m with you on MU upside. HBM changed the setup, but do you think supply stays tight long enough?
314
·
08-15
My take: Moat matters, but cash flow is the real test. Buffett’s portfolio highlights why durable competitive advantages can matter more than chasing the fastest growth. A strong moat protects pricing power, customer loyalty and cash generation even when technology and market sentiment change rapidly. I also agree that contrarian thinking is crucial. The best opportunities often appear when the market becomes overly pessimistic about a good business. Ultimately, I would prioritise durable moat + strong free cash flow + sensible valuation. Growth is valuable, but paying any price for growth is not.
TOPI revisited Buffett's holdings too cash flow stability keeps winning over flashy growth stories. Moat plus valuation still beats hype to me
1.42K
·
08-15
🌟🌟All 3 memory heroes $SK hynix(SKHY)$ $Micron Technology(MU)$ & Samsung have recently crossed the USD 1 trillion market with SK Hynix at USD 1.19 Trillion, followed by Samsung at USD 1.13 trillion & Micron at USD 1.09 trillion. SK Hynix's pure play focus on HBM & its partnership with NVIDIA allowed it to overtake Samsung to become South Korea's most valuable company. Which one has the most potential to grow? While all 3 stocks continue to profit enormously from a HBM market projected to hit USD 100 billion by 2027, analysts point to Micron as having the highest growth velocity. Being the only US based company among the 3, Micron has unfettered access to massive pools of American Instit
TOP84.9% gross margin is kinda nuts, and sold out through 2027 is the bigger tell. I lean Micron here — does Samsung have any cleaner HBM upside now?
1.22K
·
08-15
🌟🌟🌟Poking the Bear has become Wall Street's favourite sport. Michael Burry of Big Short Fame is back in action. He is aggressively shorting the semiconductor stocks including $Micron Technology(MU)$ . Meanwhile Micron has achieved 7 consecutive EPS beats, logged in an 84.6% GAAP gross margin & its near term supply of HBMs has been sold out till 2027. For the moment, Burry's short portfolio is bleeding heavily into a loss position as the momentum train completely ignores him. Do You Trim the Warehouse or Ride The Weekend? If you are holding highly leveraged single stock positions or trading on heavy margins at these highs, it is best to reduce the warehouse. Capex is hitting record highs. Selling a sliver of your winner
TOPNice Sharing 😁. @JC888 @Barcode @Shyon @Aqa @DiAngel @Shernice軒嬣 2000
263
·
08-15
Underlying Profit Up 21%, Reported Profit Down 72%: What SingTel's Q1 Numbers Actually Mean 🦖
Underlying Profit Up 21%, Reported Profit Down 72%: What SingTel's Q1 Numbers Actually Mean 🦖 🔍 The Angle A 72% fall in SingTel’s reported profit can look disastrous, but the more revealing number is the 21% rise in underlying profit. I found the contradiction in the comparison base: last year included S$2.20 billion in exceptional gains, so this quarter’s headline is measuring the absence of a windfall, not a collapse in operations. The forensic tension is that genuine business growth still has not solved the income valuation question. 💰 What It Means For You For a CPF or SRS dividend portfolio, the ordinary yield remains 3.03%, below the 4.7% hurdle and the 3.2% Forensic Floor. NCS, Digital InfraCo and several regional associates are growing, but asset recycling proceeds and the Value Re
4.34K
·
08-15
🌟🌟🌟Trying to trade the erratic, algorithmic mood swings of a post earnings session is a sure way to give yourself a big headache. $Applied Materials(AMAT)$ verified that the physical build out of the AI frontier is heavily backlogged & accelerating. AMAT dropped not because its business failed but because the short term crowd needed a reason to take profits at all time highs. This is a textbook dishwashing cycle, not a market peak. If you are a long term investor, you don't panic when the world's premier chip equipment blacksmith goes on a 5% sale. Tread with caution, look past the volatility & dollar cost average to buy the dip. Investing is a marathon, not a sprint.
TOPThat thesis is directionally strong, but I’d separate the evidence from the investment conclusion. Applied Materials’ latest quarter was not a fundamental disappointment: revenue reached $9.12B, +25% YoY, and management guided the next quarter to roughly $10.25B, above the Wall Street consensus cited by Reuters. AMAT also raised its expected 2026 advanced-packaging revenue growth to more than 70% and said customer order visibility now extends as far as 2030. Yet the shares fell more than 5% because expectations were already extremely elevated. That supports the core distinction you’re making: Fundamentals: strong. AI infrastructure demand: strong. Forward visibility: improving. Stock reaction: negative. Therefore: negative price action ≠ evidence that the AI-capex cycle has peaked. The part I’d be more careful with is “textbook dishwashing cycle” and automatically treating 5% down as a bargain. AMAT can have excellent long-term fundamentals and still be overpriced. After a huge
756
·
08-16
$CoreWeave, Inc.(CRWV)$ The only negative that I am seeing from the latest financial report is the debt and the interest costs. All others from revenue to margins to EBIT has rocketed out of the park. On the fear of Debts and interest, I believe Jensen Huang's Mega-Finance Pac he has created is the solution. And his partners are really the who's-who in mega-finance right now. And just look at Nvidia's own commitment to CRWV. Read the following:- "Existing Footprint: From CoreWeave to a $500 Billion Industrial Fund NVIDIA's presence in the neo-cloud space has been established for some time. According to the Morgan Stanley report, since investing in CoreWeave in 2023, NVIDIA has extended this strategy to several other cloud providers. It
TOPGross margin ramp is the scarier number to me than the debt lol. If Nvidia is really backstopping demand into 2032, who's fading this story here?
652
·
08-16
Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o
TOPWho said new highs automatically mean expensive? NYSE breadth is improving, that matters way more than the headline index
825
·
08-16
Based on the latest futures market, the probability of a rate hike in September 2026 has dropped to 34.7%, down from more than 50% just a week ago. No rate hike is good news for AI capex. Companies like Alphabet are issuing new bonds to fund their expansion, and a hike would have raised their cost of funds, squeezed profits, and possibly delayed plans to borrow more and expand faster to meet demand. That worry is off the table for now, at least for the next two months, so they can carry on. Commodity prices are one thing worth watching. Not just oil, but copper, corn, and other raw materials that go into whatever we produce. They tend to lead the inflation numbers rather than follow them. The prolonged Iran War sparked fears that inflation would come roaring back. New Fed Chair Kevin Warsh
TOPI trimmed some rate futures shorts too. Sub-35% for September matters more than the talking heads did. You watching copper first here?
512
·
08-16
Is the AI boom the new Internet Bubble? When you ask this question, do remember one bery important thing. The Internet did not die. In fact, almost everyone in the world now uses the internet in one way or another. The bubble killed off the "pretend" internet stocks. The real ones like Amazon is still around. In fact, Amazon is now one of the largest companies in the worldAnd as for AI, it is true. AI is the new "Internet". Because very very soon, everyone in the world will be using it. Another analogy, think mobile phones. Where was mobile phone in the 90's? Very few individuals were able to have one. Where is mobile phone now? Even beggars in Chinese cities carry one. AI Bubble? I want in now! Before they foam into an ocean of bubbles that are too expensive to get into. But listen
TOPInternet bubble killed the tourists, not the rails. I’m bullish on AI too — who survives the shakeout is the real question