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08-24
$Sun Silver Ltd(SS1.AU)$ I know... still the silver theme... not on AGQ for now, but obviously still related. Silver is hovering around $68.8, a resistance line. The silver price had consolidated and cleared $64.4. It appears that this $68.8-$70 resistance proved a little stubborn. There is a good chance silver price will bounce around this range for a bit, however looking at the secondary charts and the gold charts, the increasing volume and bounce off of RSI and KDJ appears to give silver price that boost to clear $70 sooner rather than later. Sun Silver appears to require this timely boost. Its RSI and KDJ indicators are both pointing downward, which is conflicted by the MACD, which is very much in positive territory. There's also a big spike
TOPMichaelPerez: MACD staying positive while RSI and KDJ drift lower usually reads like a pause, not a trend break. If silver clears 70 cleanly, that divergence probably resolves upward fast
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08-24
$MSTX1 20260918 6.0 PUT$ MSTR (Strategy) is showing strong bullish momentum, with the stock up 6.10% to $119.25, breaking above the prior resistance level of $99.57 from the previous session, supported by a broad rally in cryptocurrency-related stocks and continued institutional accumulation of the company as a Bitcoin proxy. However, the stock's extreme volatility and leverage risks warrant caution despite the positive short-term trend.
TOPBreaking 99.57 alone does not make it strong. With IV this elevated, that kind of move can fade fast lol
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08-24
$ALKANE RESOURCES LTD(ALK.AU)$ The 2nd coming of gold... just like the 2nd coming of Trump... 2nd coming of Trump proves challenging for US and world at large, but the die was casted and the train 🚆 could not be stopped. The 2nd coming of gold is equally inevitable... the train 🚂 has also left the station... Trump, going headlessly and needlessly into war, both physically and economically, has pushed dedollarisation ahead in time. US dollars 💸, with the raising fiscal deficit and compounding debts, is an unstoppable train. Elon Musk, loves him or hates him, is a respected player in the economic game. I agree with him that the US debts could only be stopped if AI and robots outmanoeuvred the economy, generating excess that makes the debts redunda
TOPDedollarisation is the bigger driver here, not just inflation. Trade settlement, reserve diversification, and central bank buying are what make this gold leg feel stickier
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08-24
$Palantir Technologies Inc.(PLTR)$
TOPForward PE already looks stretched here. 93% growth is strong, but multiples this rich can compress hard when the hype cools.
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08-24
$Jardine C&C(C07.SI)$ my pot left 2 counters that I can share to earn coins. Rest aiyoyo
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08-24
$Tesla Motors(TSLA)$ Hope to sell soon.
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08-24
[Stock Prediction] Nvidia Has Almost Everything Going Right — So What’s Left to Surprise?
NVIDIA reports fiscal Q2 2027 earnings after the U.S. market closes on August 26. Wall Street is expecting another strong quarter, with revenue of about $92 billion and adjusted EPS near $2.08. $NVIDIA(NVDA)$ But this time, a simple beat may not be enough. Investors already expect Blackwell demand to remain strong. The bigger question is whether Nvidia can show that growth will stay just as strong into the next product cycle. What to expect？ Blackwell remains the main growth driver, with demand for AI computing still running ahead of supply. But the market is already looking ahead to Vera Rubin, Nvidia’s next-generation AI platform. The key question is how quickly Rubin can ramp in the second half of the year. If Rubin ramps faster, Nvidia could h
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08-24
【Live Recap】2026 Q2 Earnings Review — Selina Han on Big Tech AI CapEx & Why Tech Stocks Pulled Back
Speaker: @Selina_Han_Insights (Founder of Han Insights, Former Cboe Economist, Holding a Ph.D. in Applied Economics from UIUC) Live Date: August 21, 2026 (Live Review >>) In this livestream, Selina Han unpacked why Big Tech's Q2 earnings looked strong across the board yet tech stocks — including AI leaders — sold off sharply through late July, walking through five very different AI CapEx strategies at Alphabet, Microsoft, Meta, Amazon and Apple, a hedge fund's forced unwind that rattled the whole AI trade, and what the Fed's next moves could mean heading i
TOP$Microsoft(MSFT)$ monetisation shown via Q4 Azure growth reached 43%, and management expects about 45% constant-currency growth next quarter. Importantly, Microsoft says customer demand still exceeds available capacity and that new capacity brought online in Q4 was rapidly monetised. Commercial RPO reached US$678 billion, +84% YoY, while roughly 30% is expected to convert into revenue within 12 months. Microsoft also reported more than 30 million paid Microsoft 365 Copilot seats. CapEx was US$41 billion in the quarter. Accounting changes now put CY2026 reported CapEx near US$175 billion, but Microsoft explicitly said the change is mostly lease classification rather than lower underlying infrastructure investment. FY27 CapEx is still expected to increase. $Amazon.com(AMZN)$ AWS Q2 revenue reached US$42.2 billion, +37% YoY, its fastest growth in 18 quarters. AWS ope
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08-24
🎁Weekly EPS Growth & Dividend Leaders: NVDA, RY, MRVL, CRM, BMO and more
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 24 and August 28. 🎁Weekly Higher EPS Estimates: NVDA, MRVL, CRM, INTU, WDAY & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings res
TOPMy Take: NVDA for Growth, PRU for Income If I had to pick one stock from this week's list, NVDA would be my top choice. The setup is attractive, but expectations are extremely high. Wall Street expects Q2 EPS around $2.09, up roughly 99% YoY, with revenue near $92 billion. The real test isn't simply beating EPS — it's whether Blackwell demand, hyperscaler capex and the Vera Rubin roadmap can support another leg higher. For a more conservative dividend play, I prefer PRU. Its August 25 ex-dividend date carries a $1.40 quarterly payout and roughly 4.6% yield, offering a much different risk/reward profile from AI stocks. My watchlist: NVDA for growth, MRVL for AI infrastructure momentum, and PRU for income. The key is to avoid chasing a strong EPS number if guidance fails to justify the valuation. @TigerPicks [暗中观察]
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08-24
Tesla Rebounds 20%: Are Options Betting on More? $Tesla Motors(TSLA)$
TOPOI is the tell here. If 360-370 starts building after Friday's call burst, that looks like a real breakout; if not, this can stall fast around the wall
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08-24
Tech Rotation Charts | From Nvidia Price Hikes to Tesla Cybercab Last week, the Mag7 came under overall pressure, but with sharp internal divergence: $Tesla Motors(TSLA)$
TOPRotation looks more like efficiency hunting than pure defense. DASH screening stronger than the AI hardware names is the part people shouldn't ignore
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08-24
🌟🌟🌟 $Intel(INTC)$ issued an additional USD 20 billion at USD 95 per share. The ink was barely dry before the market sent Intel shares below USD 95. Are you brave enough to drop a hook to this falling knife or staying away? The deep value bulls see a big opportunity for bargain hunting. Treating Intel like a failing tech company is a big no no. With the US government backing domestic chip production, Intel represents a physical moat that no competitor can easily replicate. Intel has just pocketed USD 20 billion in fresh cash to expand. Buying below USD95 means you are getting a big discount. The Bears said that this is a disaster. Making cutting edge needs multi billion Capex. My Take: If Intel
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08-24
Why Okta’s AI-Agent Opportunity Must Reverse Its Revenue Deceleration
$Okta Inc.(OKTA)$ reports fiscal second-quarter results after the August 26 close. Management argues that artificial-intelligence agents will create a new class of digital identities requiring authentication, permissions and governance. That opportunity is plausible, but investors first need evidence that it can prevent growth from falling into single digits. For the first fiscal quarter ended April 30 and reported May 28, revenue and subscription revenue increased 11% to $765 million and $750 million, respectively. Remaining performance obligations rose 16% to $4.72 billion, while current RPO increased 12% to $2.50 billion. Free cash flow reached $271 million, equivalent to 35% of revenue. Okta’s official first-quarter release provides the result
TOPAbove 135 after earnings and the trend probably flips short term. Volume matters more than the AI story here lol
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08-24
🌟We are witnessing a high stakes collision between tech euphoria & harsh manufacturing reality for $Tesla Motors(TSLA)$ . It surged 5% in a single trading session while it had to recall 3 million vehicles in China due to safety & autopilot concerns. Are you brave enough to chase this high voltage momentum or are you avoiding the risk? The Bullish Camp argues that evaluating Tesla as a mere car company is foolish. Tesla is an AI & robotics powerhouse that happens to be wrapped in an EV shell. With Optimus humanoid robot story rapidly progressing toward factory deployment, the addressable market size is massive. In reality the recall is a seamless over the air (OTA) software update. The 5% surge proves that the
TOPCalling Tesla a car stock is still the lazy read. Optimus and Dojo are the part the market keeps underpricing, and an OTA recall just doesn't change that
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08-24
Why Burlington’s Value Proposition Must Offset Rising Merchandise Costs
$Burlington(BURL)$ reports fiscal second-quarter results before the August 27 market open. Its first quarter demonstrated that consumers across income groups are seeking discounted apparel and home products. The next test is whether Burlington can maintain that value while tariffs and freight costs pressure merchandise margins. For the quarter ended May 2 and reported May 28, total sales increased 14% to approximately $2.85 billion and comparable-store sales rose 6%. Adjusted EPS increased more than 20%, marking a fourteenth consecutive quarter of double-digit adjusted-EPS growth. Management raised its full-year outlook to comparable-sales growth of 2%–4% and EPS growth of 13%–16%. Burlington’s official first-quarter release provides the results a
TOP14 straight quarters of double-digit adjusted EPS growth makes the current multiple look fair to me. If merchandise margin holds in Q2, the market probably gives BURL more than 13% to 16%.
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08-24
Why Smucker’s Coffee Pricing Is Both Its Defence and Its Greatest Risk
$JM Smucker(SJM)$ reports fiscal first-quarter results before the August 26 market open. The company has used higher prices to offset expensive green coffee, but that defence has limits. Its report must show whether Folgers and Dunkin’ customers are accepting the increases without enough volume loss to undermine earnings. Smucker reported its fiscal fourth quarter and full year on June 9. Quarterly net sales increased approximately 6% to $2.27 billion and adjusted EPS reached $2.77. The company generated $1.2 billion of free cash flow for fiscal 2026. Smucker’s official results and fiscal-2027 outlook provide the figures. The bullish thesis extends beyond coffee. Uncrustables has become a billion-dollar brand with manufacturing expansion supporting
TOPThat $1.2B free cash flow line matters most here. If more of it goes into Uncrustables capacity instead of just buybacks, the brand mix looks a lot sturdier above $118.
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08-24
Why Agilent’s Breakout Requires a Broader Laboratory Recovery
Agilent Technologies reports fiscal third-quarter results after the August 26 close with its shares at a 52-week high. The rally reflects improving instrument demand, higher guidance and expansion into cancer diagnostics. The report must show that growth extends beyond temporary order timing and can survive uneven research funding. For the fiscal second quarter ended April 30 and reported May 27, revenue increased 10% to $1.83 billion and core revenue rose 6.3%. Non-GAAP EPS reached $1.49, while management raised expected fiscal-2026 EPS to $6.00–$6.10. Agilent’s official second-quarter release provides the results. The bullish thesis rests on recurring demand surrounding scientific instruments. Agilent sells chromatography, mass-spectrometry and spectroscopy systems used in pharmaceutical
TOPThat 6.3% core growth matters more than people think since the 5% whisper was lower. If instruments stay firm, the breakout has real legs
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08-24
Why Dell’s Record AI-Server Revenue Still Needs Better Margins
Dell Technologies enters its September 1 fiscal second-quarter report with extraordinary revenue growth but a familiar hardware-industry problem: selling more equipment does not automatically produce proportionately more profit. Investors need evidence that Dell’s scale in artificial-intelligence servers can translate into durable margins, services and cash flow. For the fiscal first quarter ended May 1 and reported May 28, Dell generated record revenue of $43.8 billion, up 88% year over year. Management guided for second-quarter revenue of $44–$45 billion and full-year revenue of $165–$169 billion. Dell’s first-quarter earnings release filed with the SEC provides the results and outlook. The bullish thesis is based on supply-chain scale. Dell can combine Nvidia accelerators, networking, s
TOPStreet keeps staring at AI server revenue while the legacy mix can still drag gross margin. If ISG margin does not inflect soon, that backlog story stays fragile
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08-24
🌟🌟🌟Just when you think it is safe to dip a toe into the water $BABA-W(09988)$ fell a huge 8.6% in a single trading session. It announced an additional issuance of a massive USD 10 billion in corporate debt. The deep value bulls see a golden opportunity to bargainhunt. In the AI race to be the best, computational infrastructure is everything. Alibaba is securing financial firepower required to build a dominant cloud computing network across Asia. Alibaba is undervalued and oversold. Buying the stock means you are buying Alibaba at a deep discount. Conversely, the Bears argued that if Alibaba's core domestic E commerce business was a highly cash generating machine, they would not need to issue USD 10 billion debt block. In
TOP10B debt being framed as pure cloud ammo is a stretch. FCF already softened, so short term this looks more like plugging cash flow pressure than a clean AI flex
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Why CAVA’s Traffic Growth Matters More Than Its 31% Revenue Increase
$CAVA Group Inc.(CAVA)$’s second-quarter revenue increased more than 30%, but much of that growth came from opening restaurants. The stronger evidence was a 5.3% increase in guest traffic at existing locations, such is an uncommon result in a restaurant industry where many consumers are reducing visits or responding only to discounts. CAVA reported after the August 11 close for the quarter ended July 12. Restaurant revenue increased 31.3% to $365.4 million, 17 net new restaurants lifted the total to 476 and same-restaurant sales rose 9.0%. Traffic supplied 5.3 percentage points, while price and product mix supplied 3.7 points. Adjusted EBITDA increased 30% to $54.7 million. CAVA’s official second-quarter release provides the figures. The bullish t
TOPAt $3.1M AUV, the story is the unit model, not just 31% revenue growth. If they scale toward 600 stores, the valuation math gets a lot sturdier