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08-26
$NVDA Earnings: The AI Boom Faces Its Biggest Test
$英伟达(NVDA)$ ’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. $微软(MSFT)$ ,$亚马逊(AMZN)$ ,$谷歌(GOOG)$ </
TOPquixzi: Competition risk matters more here. If hyperscalers lean harder into custom silicon and AMD keeps closing the gap, Blackwell pricing power gets tested fast
379
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08-25
$Advanced Micro Devices(AMD)$
TOPLong term I get it, but pre-earnings hype is not valuation. What multiple feels fair for Nvidia here
219
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08-25
$XPeng Inc.(XPEV)$ if xpev go back to my entry i would be happy 🤣
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263
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08-25
$STRUCTURE THERAPEUTICS INC SPON ADS EACH REP 3 ORD(GPCR)$ stuck for sometime .. GLP Thematic not working .. thoughts
399
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08-26
Why Oil’s Hormuz Reversal Creates Opposite Signals for Energy and Growth Stocks
Oil’s geopolitical premium unwound rapidly on August 25 as traders saw a possible route toward reopening the Strait of Hormuz. The reversal pressures producers’ near-term revenue but lowers inflation, transport costs and bond yields for much of the rest of the stock market. The same commodity move can therefore be bearish for energy equities and bullish for rate-sensitive growth shares. Brent crude fell 3.6% during the August 25 session to approximately $87.27 a barrel after rising in 13 of the preceding 14 sessions. Early on August 26 in Asia, Brent fell another 2% to $86.80 and West Texas Intermediate declined to $80.87 after Iran and Oman discussed a temporary navigation corridor and mine-clearing in the strait. The waterway handled roughly one-fifth of global oil and liquefied-natural-
TOPIV is the tweak here: if geopolitics keeps premium sticky, that 10-20 delta short call may need to sit wider, or the spread stops paying cleanly. How fast are you marking vol crush versus spot?
109
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08-25
$e.l.f. Beauty Inc.(ELF)$ Elf on the shelf ! Elf below 100 is a steal !😎💰
261
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08-25
$Arcturus Therapeutics Ltd.(ARCT)$ how is it that no one else is posting on this ticker! $Arcturus Therapeutics Ltd.(ARCT)$
225
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08-25
$Alphabet(GOOGL)$ not moving again 😅
265
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08-25
$Micron Technology(MU)$ hold the line in volatile market 🌊 ~
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08-26
$NVIDIA(NVDA)$
TOP240 cap is clean for wheel income, but post-earnings gap risk can make the upside feel too cheap lol
142
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08-26
$NVDA 20260918 180.0 PUT$ take profits b4 leaps 😜
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08-26
$Tesla Motors(TSLA)$ is facing huge resistance. The 50 simple moving average at $364 the 100 simple moving average at $380 will be tough to break. I have a $370 covered call expiring this Friday, let's see if it will get in the money or expire worthless. Do you think tsla can break above $400 by 2027?
TOP364 matters, but 380 looks heavier to me since the last three bounces got stuffed there. Above 400 by then feels doable if momentum finally clears that zone
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08-26
🐯 Winners Announced | Tech Stocks: Buy the Dip or Run for the Exit?
[Happy]Hi, Tigers, Our campaign “Tech Stocks: Buy the Dip or Run for the Exit?” has come to a successful close. We received a wealth of insightful and in-depth perspectives from the Tiger community across a wide range of topics. After evaluation, we’re excited to announce the list of winners below! 🏆 Best Analysis Congratulations to @YaYa 2025 @koolgal @nerdbull1669 on winning the Best Analysis Award, receiving a "Million-Dollar" Reversible Blanket and 5,000 Tiger Coins. ⭐ Insight Stars Congratulations to @Adz5150<
TOP🌟🌟🌟A Big Thank You @TigerStars for the award and the wonderful gift of Million Dollar Reversible Blanket and generous Tiger Coins. Congratulations to all my Dear Tiger Friends who have also won too.🥰🥰🥰
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08-26
Personally Long Coin
Hello everyone! Today i want to share some trading ideas with you! 1 Really like this $Coinbase Global, Inc.(COIN)$ analysis just wanted to add to it. Stablecoins are a MUST in the agentic wave which makes $Coinbase Global, Inc.(COIN)$ one of the more pure AI bets over the next decade. Think about the potential stablecoin numbers we have: US Treasury has cited $3T as 2031 supply estimate. USDC is currently ~26% of total supply today (likely will increase given GENIUS Act). $3T * 26% (USDC share) = $806B $806B * 25% of all USDC = $201B of USDC on $Coinbase Global, Inc.(COIN)$ Yield at 4% (simplified back of the napki
3.91K
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08-26
SNDK, AMZN, CIFR, IREN& SMR Welcome Great Potential to Buy
Hello everyone! Today i want to share some technical analysis with you! 1 $NuScale Power(SMR)$ Starting to peak above the diagonal resistance zone on the weekly candle chart. 2 $IREN Ltd(IREN)$ Volume shelf setup on the weekly candle chart. 3 $Cipher Mining Inc.(CIFR)$ Holding up at the VWAP zone so far this week. 4 $Amazon.com(AMZN)$ S/R flip setup on the weekly candle chart. 5 $SanDisk Corp.(SNDK)$Potential inverse head and shoulders setting up, just a bit lopsided.
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08-26
TRADE PLAN for Wednesday 📈
Hello everyone! Today i want to share some trading ideas with you! TRADE PLAN for Wednesday 📈 Another consolidation day today as expected before PCE data premarket tmrw + NVDA earnings after hours. SPX needs 7700 and $Invesco QQQ(QQQ)$ above 715 to trigger more bullish movement. Wait for these levels to align. If SPX fails to hold 7600 and QQQ breaks 700 after Jackson Hole we can see the market make a deeper correction. $Robinhood(HOOD)$ closed up 8% today, it's been basing for almost a year. If it holds 100 into September we can see a push to 120-125 next. Calls can work above 110 this week. $Micron Technology(MU)$ an
577
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08-26
NVTS: Three Major Things Happened With this Acquisition
Hello everyone! Today i want to share some trading strategies with you! 1 😮 $Navitas Semiconductor Corp(NVTS)$... three major things happened with this acquisition: 1. Expanding the Commercial Footprint: By increasing its 2030 serviceable addressable market (SAM) to over $8 billion, Navitas opens up multi-billion dollar revenue pipelines in vertical power delivery (VPD) and integrated voltage regulators (IVR) that it previously could not access. 2. Solving the AI Power Bottleneck: As AI clusters scale, traditional power distribution suffers from severe energy loss and voltage drops over short physical distances. Claros’ technology enables power delivery directly underneath or inside the chip package. Moving the power conversion fro
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08-26
NVDA& .SPX: What's the Similar Pattern?
Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ moving in the right direction, as expected in the pattern. 2 SPX is still playing with SMA[20], now sitting at 7668. No decisive move yet--and I have a feeling that the first 1% move will be a trap, either up or down. From $NVIDIA(NVDA)$'s pre-earning reaction so far, the script for SPX looks like, 7620, then 7720, then THE BIG BANG.
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08-26
GOLD: Bullish Sentiment Towards Gold is Significantly Intensifying
Hello everyone! Today i want to share some macro analysis with you! 1 Amid a confluence of factors including a ballooning fiscal deficit, frequent interventions in the bond market, and shifting interest rate expectations, gold is once again on its way to the $5,000 mark. From holding above the key $4,000 support level to the potential for its best monthly performance in 25 years, and with institutions raising their year-end targets, bullish sentiment towards gold is significantly intensifying. However, inflationary pressures and the Federal Reserve's policy direction remain crucial variables influencing gold prices, and whether gold can truly break through the $5,000 barrier before the end of the year remains to be seen. $Gold - ma