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08-24 22:11
Wall Street's Rating Storm: The Stocks That Got a Collective "Buy" Upgrade This Past Week
[Allin]Hi Tigers~ is your holding stocks being upgraded？ Over the past week (August 17–24), Wall Street analysts appeared to reach a quiet consensus: amid lingering macroeconomic uncertainty, capital is actively hunting for conviction. From tech titans to the AI semiconductor supply chain, from cloud software to telecom infrastructure, a wave of prominent firms issued dense clusters of rating upgrades and price-target hikes, injecting a fresh dose of optimism into the market. 1. $Apple(AAPL)$ : The Most Aggressive Bullish Signal If one stock captured the most explosive bullish signal of the week, the answer is undoubtedly Apple (AAPL). On August 17, Rothschild & Co Redburn upgraded Apple from "Neutral" to "Buy," simultaneously lifting its pric
TOPJerry Lam: I think in this wave of rating upgrades, the most worthwhile thing is not the target price itself, but that Wall Street is continuing to spread AI logic from "chip" to "software and infrastructure". Apple's $400 target price is certainly eye-catching, but I won't directly chase after it just because a single institution has raised it sharply. In contrast, BMO is optimistic that NVDA, AMD, AVGO, MRVL and MU are more representative at the same time, indicating that the institution still believes that the AI infrastructure cycle is not over, but gradually spreads from single GPU to storage, network, ASIC and interconnection. I am more concerned about who can really turn AI investment into profit in the next stage: the hardware side looks at orders and gross profit margin, the software side looks at ARR, subscription and cash flow, and the infrastructure side looks at whether AI demand can bring continuous utilization improvement. Bottom line: a rating upgrade can be used as a clue, but not as a buying point; What is really worth following is that funds are shifting from "AI story" to "AI realization".
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08-21
Does Oracle Still Have 76% Upside? 4 Key Takeaways from This Investment Sharing Session
4 Key Takeaways from Tiger Brokers’ Offline Investment Sharing Session Yesterday, I attended an offline investment sharing session hosted by Tiger Brokers. There was a lot of information, so I’ve summarized the four points that I believe are most relevant to everyday investors. 1. Oracle: The AI Rally May Be Expanding from Chips to Infrastructure One set of Oracle data presented at the event really caught my attention. As of May 2026, Oracle’s RPO (Remaining Performance Obligations) had reached US$638 billion. Put simply, this represents contracted revenue that has already been signed and is expected to be recognized over time. This figure has surpassed Amazon’s US$496 billion and Google’s US$520 billion, and is approaching Microsoft’s US$678 billion. Yet as of August 14, Oracle’s market c
TOPThat RPO gap is hard to ignore. Market still feels behind on Oracle as AI infrastructure broadens beyond chips
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08-24 20:08
$TENCENT(00700)$
1.46K
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08-24 21:15
$Coinbase Global, Inc.(COIN)$ coming back soon i think
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08-24 21:03
XPeng Misses on Guidance and Losses Deepen – Is There Any Hope Left?
$XPeng Inc.(XPEV)$ Released Its 2026 Q2 Earnings This Afternoon; Overall Performance Was Mediocre, and U.S. Pre-Market Shares Dropped Nearly 4% After the Report. The results show that for the second quarter of 2026, revenue came in at RMB 19.74 billion, up 8% year-over-year and 51.5% quarter-over-quarter, missing the consensus estimate of RMB 20.2 billion. Gross margin was 20.7%, an increase of 3.4 percentage points from the same period last year and above the consensus estimate of 19.15%. On an adjusted basis, the comparable net loss was RMB -1.237 billion, far worse than the expected loss of RMB -0.767 billion. The profit shortfall was mainly due to a swing from gain to loss on a long-term investment, creating a paper loss of app
TOPThere is still hope here. Revenue and gross margin actually beat the fear, and that loss was mostly paper marks plus heavier R&D, not core operations suddenly falling apart.
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08-24 20:56
$AMGN Eyes $450 After a Strong Earnings Driven Rebound
$Amgen(AMGN)$ $AMGN +1.88% Momentum Builds: Amgen Nears 52-Week High, $457 Target in Sight Latest Close: $439.33 (+1.88%) on Aug 24, 2026 · Just 0.9% below the 52-week high of $443.20. After-hours price: $441.12. Core Market Drivers: Amgen continues to ride the post-earnings momentum from its Q2 beat (EPS $6.29 vs $5.62 est.) and raised full-year guidance. The company's strategic decision to terminate early-stage obesity drug AMG 513 and focus resources on Phase III MariTide has reinforced pipeline discipline. Short volume ratio at 15.25% suggests manageable bearish pressure. Technical Analysis: MACD remains firmly bullish with DIF at 17.03 vs DEA at 14.93 (histogram +4.19), confirming strong upward momentum. RSI(6) at 74.46 and RSI(12) at 73.96 i
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08-24 02:53
🚨 NVIDIA’S $5.2 TRILLION TEST: CAN THE AI KING STILL SHOCK WALL STREET?
Part 2 And basically a continuation from my bother NVIDIA post earlier this year on my thoughts. NVIDIA reports fiscal Q2 earnings on Wednesday, August 26. Normally that sentence alone would be enough to get attention. But this time the setup is ridiculous. NVIDIA is sitting around a US$5.2 trillion market cap. The stock closed Friday at US$214.72. Wall Street is expecting roughly US$92 billion in quarterly revenue and around US$2.09 adjusted EPS. That would be another extraordinary quarter for a company that is already the largest public company on the planet. And that is exactly where the problem begins. For NVIDIA now, being excellent may no longer be enough. 📊 THE NUMBERS ARE ALREADY INSANE Last quarter, NVIDIA generated US$81.6 billion in revenue, up 85% year on year. Data Center
TOPI actually think this print is a clean test of Nvidia's pricing power, not just another beat game. If that still holds, 5.2T won't look as stretched lol
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08-24 20:38
$GM Gains 2.07% as Consolidation Breakout Puts $89 in Sight
$General Motors(GM)$ $GM Surges +2.07% to $87.93: Legacy Automaker Breaks Consolidation, $89.19 Resistance in Sight 🚗⚡ Latest Close Data 📊 GM closed at $87.93 on Aug 24, 2026 (+2.07%), just 4.27% below its 52-week high of $91.85. Volume hit 5.27M shares with a 1.22 volume ratio, signaling accumulation. Core Market Drivers 📰 Detroit automakers remain focused on USMCA renegotiation risks, but GM's EV transition and Jefferies' July upgrade (Hold→Buy, PT $99) continue underpinning sentiment. The stock extended gains after breaking above its prior consolidation zone. Technical Analysis 🔍 MACD remains negative at -0.84, but DIF (-0.84) is converging toward DEA (1.52), suggesting bearish momentum fading. RSI(6) jumped to 62.55 from 51.58, while RSI(12) rea
0
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08-24 20:33
$LVS Gains 2.31% as Macau and Singapore Recovery Bets Return
$Las Vegas Sands(LVS)$ $Las Vegas Sands(LVS) +2.31% Breakout Attempt: Casino Giant Reclaims $47, MACD Turns Bullish Latest Close: $47.03 (+2.31%) | Range $46.18–$47.08 | 52W High $70.45 | 52W Low $44.21 Core Drivers: LVS bounced off its 52-week low zone as Macau/Singapore recovery sentiment stabilized. Post-market strength (+$0.32 to $47.35) signals continued accumulation after July's post-earnings selloff, when Q2 EPS of $0.59 missed estimates and multiple banks cut targets. Technical Analysis: Volume came in at 3.29M shares (Volume Ratio 0.84), indicating moderate but not explosive participation. MACD just crossed bullish — DIF at -0.235 vs DEA -0.331, producing a positive histogram of +0.192, confirming short-term momentum shift. RSI(6) jumped t
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08-24 20:04
$DXCM Sets Its Sights on $100 After Clearing Key Resistance
$DexCom(DXCM)$ $DexCom, Inc.(DXCM) +2.35% Hits 52-Week High at $92.56, Breakout Above $92.43 Resistance Activates $95–$100 Target Zone 🚀 Latest Close Data DXCM closed at $92.34 (+2.35%) on Aug 24, 2026, matching its 52-week high of $92.56 intraday. Price now sits just 0.24% below that high, with after-hours action pushing to $92.50 — a decisive breakout signal above the prior $92.43 resistance shelf. Core Market Drivers Q2 earnings (Jul 31) remain the primary catalyst: EPS of $0.70 beat by $0.09 (+45.8% YoY), revenue of $13.08B exceeded consensus, and full-year guidance was raised to $51.8–$52.5B on strong continuous glucose monitor demand. Short volume has contracted sharply from 1.54M (Aug 11) to 537K (Aug 21), indicating bearish conviction fadi
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08-24 18:20
Treasury’s Large-Scale Rescue May Not Be Good？ Be Cautious Chasing Gold Higher
While the market remained focused on the probability of a Federal Reserve rate hike, the U.S. Treasury released a surprising announcement last week. The Treasury announced that it would “at least double” the size of its liquidity-support buyback operations for Treasury securities maturing in 10 to 30 years, raising the cap for each buyback from USD 2 billion to at least USD 4 billion. Relative to the USD 31 trillion U.S. Treasury market, this buyback volume is negligible. Nevertheless, the Treasury’s move conveyed several messages to the market. First, long-term bond yields are too high, and the Treasury intends to exert some control over them. Second, Treasury yields around 5% may represent a psychological threshold for the U.S. Treasury; if yields deviate too far from that level, more fo
TOPThis was not exactly a black swan, the market had been sniffing out Treasury support already. What matters more is that the expectation gap is gone, so QQQ probably cracks first if sentiment wobbles again
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08-24 19:16
U.S. Equity Technicals Turn Bearish? Several Opportunities Worth Watching (Recent Yield Sharing)
The market did not take long to choose a short- to medium-term direction. Last week, gold and crypto assets both surged, making it clear that the market had entered a new phase of rebound. The previous trading logic can therefore be carried forward naturally, and risk assets are expected to remain resilient through the period before the fourth quarter. The only factor requiring particular caution is the speed of the advance. The logic chain of crypto assets—gold—risk assets changed slightly during last week’s trading. Following the news that the U.S. Treasury would purchase bonds, gold reacted most quickly. However, in terms of both absolute gains and the pace of appreciation, Bitcoin and Ethereum—whose volatility is inherently higher—soon staged a catch-up move and outperformed the earlie
TOPCrude still looks constructive to me. Inventory draws and backwardation matter more here than the entry plan, and that stop-to-breakeven shift makes sense
602
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08-24 19:41
$MRK’s mRNA Breakthrough Sparks a Fresh Rally Toward $160
$Merck(MRK)$ $Merck & Co., Inc.(MRK) +2.39% Closes at $152.55: mRNA Cancer Vaccine Breakthrough Fuels All-Time High, $154.49 Resistance in Sight 🚀 Latest Close Data: MRK closed at $152.55 (+2.39%) on Aug 24, 2026, just 1.3% below its 52-week high of $154.49. Pre-market had indicated $148.70, while after-hours extended to $154.14, suggesting continued momentum into the next session. Core Market Drivers: Merck and Moderna's personalized mRNA cancer vaccine intismeran autogene + Keytruda achieved a historic Phase III success in INTerpath-001, hitting the primary RFS endpoint — the first positive Phase III result for an individualized mRNA cancer vaccine. Morgan Stanley upgraded MRK from Equalweight to Overweight, lifting its price target from $116
TOPNice Sharing 😁 @DiAngel @Aqa @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000
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08-21
$Meta Platforms, Inc.(META)$ Peak fear even though meta is printing cash. Accumulating more over time
META
08-21 00:22
USMeta Platforms, Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 541.80 5 | +7.42% Holding |
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08-21
$ACN 20260918 150.0 PUT$ Took profit I don't just want a lucky win—I want consistent profits. I'm willing to put in whatever effort is required to achieve that. My goal for Aug is to earn $10,000 (including premiums paid to close the options). June / Jul 2026: $1,721 / $26,431 Aug 2026: $22,265
ACN PUT
08-21 22:25
US20260918 150.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.64 1Lot(s) | +97.42% Closed |
TOPThat Aug 10k goal already looks cleared lol. For consistency, drawdown control matters more than one clean options win.
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08-22
$IAU 20260828 95.0 CALL$ selling call option to earn premium and leveraging my share price. Don't mind to sell at this price
IAU CALL
08-22 02:21
US20260828 95.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.10 2Lot(s) | +50.00% Holding |
TOP95 call that close feels more like tiny premium farming than real leverage. I care more about whether gold can punch through that level next week
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08-23
$ServiceNow(NOW)$ I'm continuing to DCA into ServiceNow ($NOW) because I still believe the long-term fundamentals remain much stronger than the short-term price action suggests. ServiceNow is no longer simply an IT workflow company—it is positioning itself as an AI control tower for enterprises, connecting AI, data, security and workflows on a single platform. Its Q2 2026 results reinforced that thesis, with subscription revenue growing 24.5% year over year and remaining performance obligations reaching $29 billion. What gives me confidence is that the AI story is increasingly translating into real commercial adoption. ServiceNow AI crossed $1 billion in annual contract value in Q2, while agentic AI deployments increased significantly. The com
TOPAI control tower angle makes sense, but I care more about whether security and governance add real ARR or just reshuffle IT budgets
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08-24 19:35
$AFRM Climbs Toward $81 After Bernstein Turns Bullish
$Affirm Holdings, Inc.(AFRM)$ $AFRM Affirm Holdings +2.64%: Momentum Reclaims $77, $81 Resistance Next Target Latest Close Data: AFRM closed at $77.03 (+2.64%) on Aug 24, 2026, with volume of 2.39M shares (Volume Ratio 0.83). Price sits 23% below the 52-week high of $100.00, and 83% above the 52-week low of $42.09. Core Market Drivers: Bernstein recently initiated coverage with an "Outperform" rating, and BofA raised its target from $88 to $93. Analysts cite Affirm's expanded $675M credit facility (extended to 2029) and the renewed $1.7B forward flow agreement with CPP Investments as key liquidity catalysts. 💳 Technical Analysis: MACD remains bullish with DIF (0.11) above DEA (0.01), though momentum is moderating. RSI(6) at 54.9 and RSI(12) at 52.
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08-24 19:27
$TM rallies on value appeal with $218.96 emerging
$Toyota(TM)$ $Toyota Motor Corp.(TM) +2.66% Closes at $197.35 — Bullish Breakout Eyes $218.96 Resistance, $220+ Target in Play 🚗⚡ Latest Close Data TM closed at $197.35 (+2.66%) on Aug 24, adding $5.11 with volume of 36.91万 (Volume Ratio 1.24, above average). Price is now 20.7% below the 52-week high of $248.90, and sits just 9.9% below the identified resistance at $218.96. Core Market Drivers Toyota extended its rebound as investors rotated into value/defensive auto names with a 3.02% dividend yield and P/E of only 9.18. Broad market focus on shareholder returns and capital efficiency supported the move; no company-specific catalyst dominated, but short-volume ratio eased from 18.88% to ~14% over the prior week, reducing near-term supply pressure.