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Talia_z
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08-18

Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?

After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo
Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?
TOPEricVaughan: Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.
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Mando88
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08-17
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jethro
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08-17
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jethro
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08-17
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jethro
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08-17
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Calwsh
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08-17
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lyKeoh
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08-17
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Tiger V
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08-17
$MSTX1 20260918 6.0 PUT$ Strategy (MSTR) is under significant selling pressure. The stock faces a confluence of headwinds: it was the 5th worst performer in the Nasdaq 100 on August 14 (-5.0%), and MSCI's proposed removal from global indices creates a structural overhang that could trigger multi-billion-dollar outflows from passive funds. 
$MSTX1 20260918 6.0 PUT$ Strategy (MSTR) is under significant selling pressure. The stock faces a confluence of headwinds: it was the 5th worst per...
TOPJohnnyYoung: MSCI removal is the obvious hit, but active funds getting forced by risk rules could be the second flush. Passive outflows rarely stop at one wave
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Tiger_Earnings
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08-18

[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?

Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42
[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?
TOP1PC: Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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JC888
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08-18

Cooling inflations, Time to buy the Dip ?

For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation & steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele
Cooling inflations, Time to buy the Dip ?
TOPAh_Meng: stagflation is still a variable threat especially with the oil and gas prices still holding up or creeping higher now and then. With the war, it's not like the US national debt has any way to go but up... the indices might appear rebounding after corrections, the rebounds are increasingly weaker and seemingly supported by those components big tech companies rather than broad based buying. Furthermore, with Nasdaq's money 💰🤑 grabbing stint for companies such as $SpaceX(SPCX)$ , the index itself is no longer a good balance gauge of overall sentiments of the investment crowd. There's always a trigger or money sucking event that ends a 🐂, $SpaceX(SPCX)$ 's craze is as good as any... to signal a possible next crash to come... Thanks for your contribution to the community as usual.
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TopdownCharts
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08-18

Bullish Market, With a Few Warning Signs

This week’s charts continue to show a decidedly bullish market. 📈 Breadth is improving. The equal-weighted $S&P 500(.SPX)$ is starting to outperform the cap-weighted index, suggesting the rally is broadening beyond the mega-cap names. That’s generally a healthy sign for the market. 💰 Earnings are getting stronger. Earnings revisions are surging, with a solid macro backdrop providing additional support. At the same time, higher prices are boosting investor confidence, sentiment and equity allocations. ⚠️ But the rally isn’t risk-free. Seasonality is becoming less favorable, the Magnificent 7( $NVIDIA(NVDA)$ $Apple(AAPL)$
Bullish Market, With a Few Warning Signs
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DipBuyerZ
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08-18

Storage Sector Rally | SanDisk, Micron, SK Hynix: AI Super Cycle or Short-Term Sentiment Hype?

Monday, storage names ripped higher, with SanDisk +8.88%, Micron +4.13% and SK Hynix +3.04%. The entire HBM/DRAM/NAND chain is hot, but the rally is now heavily debated: is this a sustainable AI super cycle, or just short-term sentiment trading? [Strong]Bull Catalysts SanDisk fundamentally changed its business model Post its spin‑off, SanDisk’s Investor Day delivered strong long‑term guidance: 15–19% annual revenue growth through 2030, 80% gross margin target, plus full excess cash return to shareholders. Its $940B long‑term supply deals with top clients greatly reduce traditional storage cyclicality. The stock surged over 35% in days and sparked the sector‑wide rally, with Wall Street turning bullish. AI storage shortage is the new bottleneck The market shift is clear: GPU shortage is fa
Storage Sector Rally | SanDisk, Micron, SK Hynix: AI Super Cycle or Short-Term Sentiment Hype?
TOPInvesting Leon: In the short term, storage giants have already rallied sharply over the past one to two months, and valuations are now at relatively elevated levels. Entering at this point could expose investors to a significant short-term pullback. Therefore, I personally do not think this is an attractive time to initiate new positions in the sector.
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Tiger_SG
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08-18
Discover the core concepts of options at our 20 August event, “Options Made Simple: Options Bootcamp Wrap‑Up Session”, as Benedict Lim walks through basic and options strategies, highlights risk‑management principles and common pitfalls for today's investors. Sign up today!

[Event Registration, For Lv1 - 6 Users] 20th August | Options Made Simple: Options Bootcamp Wrap-Up

@TigerEvents
The seminar will explore the basic core and options strategies and might cover abit on intermediate or advanced strategies, highlight key risk management principles, and address common pitfalls. It will also feature an engaging discussion, along with detailed and professional Q&A for attendees. 📅 Event Time: 20 August 2026, 7pm - 8.30pm 📍 Venue: Tiger Brokers Office 🎤 Guest Speaker: Benedict Lim Investment Representative Tiger Brokers (Singapore) RNF No.: LYX-300145535 ☕Refreshments will be provided. Bring your investment questions and join our speaker and fellow Tiger community members for an engaging discussion. 👉 Space is limited; registration is now open:
[Event Registration, For Lv1 - 6 Users] 20th August | Options Made Simple: Options Bootcamp Wrap-Up
Discover the core concepts of options at our 20 August event, “Options Made Simple: Options Bootcamp Wrap‑Up Session”, as Benedict Lim walks throug...
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TigerEvents
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08-18

[Event Registration, For Lv1 - 6 Users] 20th August | Options Made Simple: Options Bootcamp Wrap-Up

The seminar will explore the basic core and options strategies and might cover abit on intermediate or advanced strategies, highlight key risk management principles, and address common pitfalls. It will also feature an engaging discussion, along with detailed and professional Q&A for attendees. 📅 Event Time: 20 August 2026, 7pm - 8.30pm 📍 Venue: Tiger Brokers Office 🎤 Guest Speaker: Benedict Lim Investment Representative Tiger Brokers (Singapore) RNF No.: LYX-300145535 ☕Refreshments will be provided. Bring your investment questions and join our speaker and fellow Tiger community members for an engaging discussion. 👉 Space is limited; registration is now open:
[Event Registration, For Lv1 - 6 Users] 20th August | Options Made Simple: Options Bootcamp Wrap-Up
TOPTiger_SG: Discover the core concepts of options at our 20 August event, “Options Made Simple: Options Bootcamp Wrap‑Up Session”, as Benedict Lim walks through basic and options strategies, highlights risk‑management principles and common pitfalls for today's investors. Sign up today!
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PawsAndProfits
·
08-15

AI bubble or burst?

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Is AI boom still on track? or is it reaching a bottleneck in valuation? Share your views in the comment section! @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]
AI bubble or burst?
TOPMartinBrown: I hedged with short premium already. Valuation feels stretched, but the boom isn't dead yet — what metric matters more to you here, revenue or margins?
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LanlanCC
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08-17
Fidelity, who manages over $1 trillion in assets, said: In case the AI market turns around, bonds will not play the traditional role of safe haven buffer. Because bond prices and stocks may fall at the same time in a global environment of simultaneous interest rate hikes
Fidelity, who manages over $1 trillion in assets, said: In case the AI market turns around, bonds will not play the traditional role of safe haven ...
TOPhappygo: 70s stagflation already showed that setup. Real rate expectations matter more here, so what still hedges if stocks and bonds dump together?
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koolgal
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08-17
🌟🌟🌟 $SanDisk Corp.(SNDK)$ & the heavyweights of storage are staging a stunning rally, sending portfolios soaring & leaving investors with that familiar heart pounding questions: Can this wall of faith actually sustain these sky high valuations or are we starring at another classic cyclical trap? The reality is AI, hyperscale data centres & next gen smart phones are data hungry.  They don't just want storage, they starve for it. Memory has historically been a brutal cyclic al beast - a game of boom and bust.  Right now valuations are priced for absolute perfection, demanding that demand stays sky-high forever. Path A: Diamond Hands - Hold and DCA.  Memory is the vital oxygen of digital renaissance. Path B: Strategic Prof
🌟🌟🌟 $SanDisk Corp.(SNDK)$ & the heavyweights of storage are staging a stunning rally, sending portfolios soaring & leaving investors with that fami...
TOPtwinkle5: Cycle risk is real, but AI demand does feel stickier this time. I’d watch downstream inventory more than the multiple — you trimming SNDK here or just riding DRAM?
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PeterDiCarlo
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08-18

SPCX Rips Higher, IREN Still Bullish

🐯 Good morning, Tigers! It’s been another strong stretch for the AI trade, with several names now reaching important levels. 🔥 $SpaceX(SPCX)$ is up roughly 40% from the bottom we highlighted and is now approaching short-term resistance around $160. I’ve already closed my position. If I were still trading it with a short-term horizon, I’d be looking to take profits between current levels and $160. Longer term, $180–190 remains possible if momentum holds. ⚡ $IREN Ltd(IREN)$ continues to show a bullish internal structure. I’m still long and looking for a breakout from here. 🎯 $NEBIUS(NBIS)$ has also played out almost exactly as expected after we identified the buy z
SPCX Rips Higher, IREN Still Bullish
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Michael Esther
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08-18

💰 12 Stocks Institutions Are Buying on the Dip

12 stocks large institutions are buying back at cheap prices. No one is even paying attention to these right now: I'd add 2-3 of these stocks right now! Which ones are you interested in the most? 1. $PayPal(PYPL)$ down ~80% Stripe and Advent bidding at 12x earnings, Venmo barely monetized. 2. $Nike(NKE)$ down ~75% Iconic brand at 52-week lows, turnaround priced as permanent decline. 3. $Uber(UBER)$ down ~22% 15x earnings, $10B free cash flow, robotaxis scaling to 15 cities. 4. $Lululemon Athletica(LULU)$ down ~77% Under 10x earnings, no debt, China growing while sentiment bottoms. 5.
💰 12 Stocks Institutions Are Buying on the Dip
TOPSayv: How about $AppLovin Corporation(APP)$ which dropped significantly. From the above list I would go with $Nike(NKE)$ at 39
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