CommunityConnect with experts, uncover more opportunities
10.46K
Selection
Tiger_Earnings
·
08-24 17:47

[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
[Stock Prediction] Nvidia Has Almost Everything Going Right — So What’s Left to Surprise?
Comment
Report
9.18K
Selection
TigerClub
·
08-24 17:45

【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
【Live Recap】2026 Q2 Earnings Review — Selina Han on Big Tech AI CapEx & Why Tech Stocks Pulled Back
TOPTiger 123: $Microsoft(MSFT)$ 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
4
Report
6.01K
Selection
TigerPicks
·
08-24 14:35

🎁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
🎁Weekly EPS Growth & Dividend Leaders: NVDA, RY, MRVL, CRM, BMO and more
TOP苏36: My 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]
7
Report
212
General
Mrzorro
·
08-24 16:52
Tesla Rebounds 20%: Are Options Betting on More? $Tesla Motors(TSLA)$   jumped more than 5% on Friday to around $364. The stock has now rebounded more than 20% from its late-July low near $297, as progress in Robotaxi and Cybercab brings growth expectations back into focus. Meanwhile, TSLA options activity has picked up sharply, with Call volume concentrated around the $350–$370 strikes, suggesting traders are leaning into the rebound. Call Volume Surges as Bulls Step In TSLA options expiring within the next 30 days recorded roughly 3.78 million contracts in volume, including 2.4 million Calls versus 1.38 million Puts. The volume Put/Call ratio fell to 0.57. Call activity was particularly heavy between $350
Tesla Rebounds 20%: Are Options Betting on More? $Tesla Motors(TSLA)$ jumped more than 5% on Friday to around $364. The stock has now rebounded mor...
TOPGabrielleSusan: OI 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
1
Report
804
General
Mrzorro
·
08-24 16:47
Tech Rotation Charts | From Nvidia Price Hikes to Tesla Cybercab Last week, the Mag7 came under overall pressure, but with sharp internal divergence: $Tesla Motors(TSLA)$   rose over 6% alone, $Apple(AAPL)$   edged up slightly, while $Meta Platforms (META.US)$ and $NVIDIA (NVDA.US)$ plunged 6.77% and 4.64% respectively, with $Microsoft (MSFT.US)$ and $Amazon (AMZN.US)$ also recording declines. The core market contradictions center on conce
Tech Rotation Charts | From Nvidia Price Hikes to Tesla Cybercab Last week, the Mag7 came under overall pressure, but with sharp internal divergenc...
TOPzingzy: Rotation looks more like efficiency hunting than pure defense. DASH screening stronger than the AI hardware names is the part people shouldn't ignore
1
Report
1.51K
General
koolgal
·
08-24 15:19
🌟🌟🌟 $Intel(INTC)$ 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
🌟🌟🌟 $Intel(INTC)$ 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....
Comment
Report
251
Selection
TigerOptions
·
08-24 16:12

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
Why Okta’s AI-Agent Opportunity Must Reverse Its Revenue Deceleration
TOPHenryHoward: Above 135 after earnings and the trend probably flips short term. Volume matters more than the AI story here lol
2
Report
153
General
koolgal
·
08-24 16:14
🌟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
🌟We are witnessing a high stakes collision between tech euphoria & harsh manufacturing reality for $Tesla Motors(TSLA)$ . It surged 5% in a single ...
TOPAmandaViolet: Calling 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
1
Report
286
General
TigerOptions
·
08-24 16:15

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
Why Burlington’s Value Proposition Must Offset Rising Merchandise Costs
TOPLisaEffie: 14 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%.
2
Report
138
General
TigerOptions
·
08-24 16:19

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
Why Smucker’s Coffee Pricing Is Both Its Defence and Its Greatest Risk
TOPsadsam: That $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.
1
Report
174
General
TigerOptions
·
08-24 16:21

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
Why Agilent’s Breakout Requires a Broader Laboratory Recovery
TOPHilaryWilde: That 6.3% core growth matters more than people think since the 5% whisper was lower. If instruments stay firm, the breakout has real legs
1
Report
154
Selection
TigerOptions
·
08-24 16:31

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
Why Dell’s Record AI-Server Revenue Still Needs Better Margins
TOPNatalieTommy: Street 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
2
Report
268
General
koolgal
·
08-24 16:31
🌟🌟🌟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
🌟🌟🌟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 additio...
TOPfizzik: 10B 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
2
Report
204
Selection
TigerOptions
·
08-24 16:33

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
Why CAVA’s Traffic Growth Matters More Than Its 31% Revenue Increase
TOPBonnieHoyle: At $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
2
Report
257
General
TigerOptions
·
08-24 16:38

Why Snowflake’s $6 Billion AWS Commitment Raises Both Its AI Upside and Its Execution Bar

$Snowflake(SNOW)$’s first-quarter acceleration and five-year agreement to spend $6 billion with $Amazon.com(AMZN)$ Web Services transformed investor expectations. The partnership secures important computing capacity and distribution, but Snowflake must convert those contracted infrastructure costs into durable consumption revenue without sacrificing margins. Snowflake reported on May 27 for the quarter ended April 30. Revenue increased 33% to $1.39 billion and product revenue rose 34% to $1.33 billion. Remaining performance obligations increased 38% to $9.21 billion, net-revenue retention was 126%, and 779 customers generated more than $1 million of trailing-12-month product revenue. Snowflake’s SEC-filed
Why Snowflake’s $6 Billion AWS Commitment Raises Both Its AI Upside and Its Execution Bar
TOPLeonaClemens: Locked capacity is the easy part; turning 6B of AWS spend into sticky product revenue without margin bleed is the real test. Q2 clearing 1.415B matters more than the hype
2
Report
234
General
Shyon
·
08-21
What stood out to me most is that the late-July tech selloff wasn’t simply about weak earnings. Big Tech delivered strong results, but the market was looking ahead at AI CapEx, rates and positioning. Strong earnings don’t always mean higher stock prices. I also found the AI CapEx comparison across Big Tech very useful. I’m increasingly focused on whether massive AI spending can actually translate into revenue, margins and sustainable returns, rather than simply chasing companies with the biggest spending plans. My biggest takeaway is the importance of “situational awareness.” Earnings, macro data, AI CapEx and market positioning can all interact at once. Understanding what the market has already priced in is just as important as understanding the fundamentals.
What stood out to me most is that the late-July tech selloff wasn’t simply about weak earnings. Big Tech delivered strong results, but the market w...
TOPBelindaHaywood: The conversion gap is the part I can't shake. Management keeps selling spend now and monetization later, but a lot of this could become stranded cost if demand ramps slower than CapEx.
1
Report
622
General
TigerOptions
·
08-21

Why the Oil Rally Helps Energy Stocks but Raises Risk for the Rest of the Market

$West Texas Resources, Inc.(WTXR)$ climbed roughly 3% to about $88 per barrel on August 20, extending its advance to a fifth session. Energy shares benefited, but the same move intensified concerns about consumer spending, inflation and interest rates. The stock-market effect is therefore positive for producers and potentially negative for many other sectors. The immediate catalyst was geopolitical rather than a scheduled corporate report. On August 20, US Treasury Secretary Scott Bessent said the administration was preparing exceptionally severe sanctions against Iran, with further details expected the following Monday. China, which purchases a large share of Iran’s shipped oil, rejected the pressure. Reuters’ August 20 report documents the annou
Why the Oil Rally Helps Energy Stocks but Raises Risk for the Rest of the Market
Comment
Report
514
Selection
TigerOptions
·
08-21

Why Nordson’s 35% Backlog Growth Supports Its Record-High Breakout

$Nordson(NDSN)$ ’s record quarter was notable not just for exceeding expectations, but for producing growth across industrial, medical and electronics markets simultaneously. A 35% increase in backlog gives the precision-equipment maker better forward visibility than a single quarterly earnings beat would provide. Nordson released results after the August 19 market close for its fiscal third quarter ended July 31, then discussed them on August 20. Sales increased 10% to a record $818 million, including approximately 12% organic growth. Adjusted earnings rose 19% to a record $3.25 per share, while EBITDA reached $262 million, or 32% of sales. Nordson’s official results provide the segment and outlook data. The bullish thesis is diversification arou
Why Nordson’s 35% Backlog Growth Supports Its Record-High Breakout
TOPTracccy: 35% backlog is solid, but if conversion really takes 2-3 quarters the margin story gets a lot less clean. I care more about order quality than the headline growth
4
Report
613
Selection
TigerOptions
·
08-21

Why Advance Auto Parts’ Margin Recovery Could Not Survive Weak DIY Demand

$Advance Auto Parts(AAP)$ reported better earnings, improving cash flow and a wider adjusted margin, yet its shares collapsed because household pressure reached the part of the business management expected to stabilise. The quarter shows why a turnaround based on cost control remains fragile when sales do not cooperate. Advance Auto reported on August 20 for its second quarter. Revenue was approximately flat at $2.0 billion and missed the roughly $2.04 billion market estimate, while comparable-store sales declined 0.5%. Adjusted earnings of $1.03 per share exceeded the approximately $0.81 expected. Adjusted operating margin expanded by more than 250 basis points to 5.6%, although a $26 million tariff refund contributed roughly $0.31 to adjusted EPS
Why Advance Auto Parts’ Margin Recovery Could Not Survive Weak DIY Demand
TOPMurrayBulwer: That 0.5% comps decline is the part I keep staring at. Margin help from cost control can only carry so far if DIY traffic stays soft, and 50 probably needs cleaner pricing momentum.
7
Report
566
General
orsiri
·
08-21

Cisco’s AI Reality Check

The networking giant is growing again. The awkward question is whether investors have already priced in the comeback. Cisco built the plumbing. Wall Street suddenly wants the skyscraper Cisco has done something Wall Street has spent years asking it to do: grow. Revenue reached $63.33 billion in FY2026, up 11.8%, while net income surged 30.3% to $13.27 billion. Diluted EPS rose 30.6% to $3.33. Networking revenue jumped from $28.30 billion to $34.67 billion. And yet, looking at the share price, you might assume $Cisco(CSCO)$ had turned up to the AI party wearing last decade’s outfit. The shares closed at $109.59 on 20 August, well below the 52-week high of $130.37. More intriguingly, the analyst consensus remains Buy, with a $136.05 price target imp
Cisco’s AI Reality Check
TOPflipzy: 30.3% net income growth looks great, but if free cash flow still lags, that gap is doing all the talking for me
1
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24