To The Moon

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Straits Times Index

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Straits Times Index

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914

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09-03

Google's CEO said Google Grow is Justifies the Company's Capex

Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. Jennifer Saibil, The Motley Fool Thu, September 3, 2026 at 12:20 PM GMT+8 4 min read $Alphabet(GOOG)$ $NVIDIA(NVDA)$ The market has soured on Alphabet (NASDAQ: $Alphabet(GOOG)$ ) (NASDAQ: GOOGL) stock since the company said it planned to raise capital expenditures (capex) to up to $205 billion this year, a significant increase from its original outlook of $180 b

Google's CEO said Google Grow is Justifies the Company's Capex

TOPcatandbull: 82% cloud growth sounds great, but how long does that hold with capex ballooning this fast lol. I care more about the return metrics than the story

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09-04

🔥 BROADCOM GREW AI REVENUE 221%. WALL STREET STILL SAID “NOT ENOUGH.”

There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is

🔥 BROADCOM GREW AI REVENUE 221%. WALL STREET STILL SAID “NOT ENOUGH.”

# Broadcom Pitches a $230B 2028 Target — Why Is the Market Only Paying for Next Quarter?

TOPbubbly9: Protecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number.

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09-03

$Broadcom(AVGO)$ This stock announced Blowout earnings Last night yet the stock price went down. Forward guidance is also good. Major clients are Google & Meta. Ignore the noise and buy into the market irrationality

$Broadcom(AVGO)$ This stock announced Blowout earnings Last night yet the stock price went down. Forward guidance is also good. Major clients are G...

# Winning Trades

TOPmarketpre: 47.5B revenue and 22.8B EBITDA were the real tell. AI networking plus Google and Meta demand still looks intact

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662

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09-03

$Palantir Technologies Inc.(PLTR)$ it's time to hold and hope for $200

$Palantir Technologies Inc.(PLTR)$ it's time to hold and hope for $200

# Winning Trades

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8

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640

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09-03

$Tesla Motors(TSLA)$ Getting the hang of it. Go go go!

$Tesla Motors(TSLA)$ Getting the hang of it. Go go go!

# Winning Trades

Comment

6

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570

·

09-03

$VanEck Semiconductor ETF(SMH)$ Opportunity tends to show up when most people least expect.. Continue to DCA into chips💪

$VanEck Semiconductor ETF(SMH)$ Opportunity tends to show up when most people least expect.. Continue to DCA into chips💪

# Winning Trades

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10

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869

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09-03

$Invesco QQQ(QQQ)$ Slow and Steady wins the race.

$Invesco QQQ(QQQ)$ Slow and Steady wins the race.

# Winning Trades

Comment

4

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580

·

09-03

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @TigerStars @CashBoost @Tiger_CashBoostAccount Support / Resistance 📈📉: Support: $348-351, $337, $328-330, $318 Resistance: $348-$351, $357-358, $364, $374 Outlook 📝: TSLA opened above $364 today. If TSLA is able to hold $364, then we may see short term upside towards $374. If TSLA manage to break and hold $374, we sh

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @TigerStars @CashBoost...

# Winning Trades

TOPpredator007: 374 is not the hard part, 380 is where supply kept showing up the last three rebounds. I care more about whether 364 can hold after the first fade

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Terra_Incognita

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09-03

$BitMine Immersion Technologies Inc.(BMNR)$ For coins. Been holding these at $19 as part of cash secured put that went into money and assigned during the previous months of downs. Now that's it's above my holding average since 19th Aug spike and all these will be eventually sold at $19 strike at part of covered calls thereby completing the wheel strategy cycle and cash out in the coming weeks.

$BitMine Immersion Technologies Inc.(BMNR)$ For coins. Been holding these at $19 as part of cash secured put that went into money and assigned duri...

# Winning Trades

TOPCynthiaVogt: That 19 strike looks like a pretty clean balance here, especially with theta doing the work. Nice when the wheel actually completes without getting messy lol

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451

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09-03

$MU 20260904 940.0 CALL$ try to make some pocket money, share for coins.

$MU 20260904 940.0 CALL$ try to make some pocket money, share for coins.

# Winning Trades

Comment

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300

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09-03

$SNOW 20260904 380.0 CALL$ The biggest win so far Both % & value So grateful!!! 🙏🏼

$SNOW 20260904 380.0 CALL$ The biggest win so far Both % & value So grateful!!! 🙏🏼

# Winning Trades

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6

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812

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09-03

$Faraday Future Intelligent Electric Inc.(FFAI)$ maybe going to Chu stun again. Going below $1 again.

$Faraday Future Intelligent Electric Inc.(FFAI)$ maybe going to Chu stun again. Going below $1 again.

# Winning Trades

Comment

4

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517

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09-03

$Microsoft(MSFT)$ Go, go, go Microsoft!

$Microsoft(MSFT)$ Go, go, go Microsoft!

# Winning Trades

Comment

5

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527

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09-03

$Taiwan Semiconductor Manufacturing(TSM)$ looking forward for it to drop more so that I can DCA

$Taiwan Semiconductor Manufacturing(TSM)$ looking forward for it to drop more so that I can DCA

# Winning Trades

Comment

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4.44K

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09-03

$Palantir Technologies Inc.(PLTR)$ When one fear one buy. I am glad that I dare to buy at $17 Thank you for your unwavering supports @CaptainTiger @TigerEvents @Tiger_comments @Daily_Discussion @MillionaireTiger @TigerClub @TigerStars @Tiger_James Ooi

$Palantir Technologies Inc.(PLTR)$ When one fear one buy. I am glad that I dare to buy at $17 Thank you for your unwavering supports @CaptainTiger ...

# Winning Trades

TOPpeepie: 17 was a gift, but the harder question is whether the AI story actually supports this valuation. The contract quality matters more than the cheerleading lol

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SynergizedHero527

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09-03

$Direxion Daily MSFT Bull 2X Shares(MSFU)$ Got lucky in my picks I guess

$Direxion Daily MSFT Bull 2X Shares(MSFU)$ Got lucky in my picks I guess

# Winning Trades

Comment

2

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891

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09-03

$Meta Platforms, Inc.(META)$ for those that accumulated under 600! It's time to celebrate 🎉🥂

$Meta Platforms, Inc.(META)$ for those that accumulated under 600! It's time to celebrate 🎉🥂

# Winning Trades

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550

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09-03

$DBS(D05.SI)$ let's go for more 😎

$DBS(D05.SI)$ let's go for more 😎

# Winning Trades

Comment

4

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377

·

09-03

$BlackBerry(BB)$ waiting for earning pump!

$BlackBerry(BB)$ waiting for earning pump!

# Winning Trades

Comment

3

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419

·

09-03

$AVGO 20261009 305.0 PUT$ making use of the high volatility...will see whether there is opportunity next week.

$AVGO 20261009 305.0 PUT$ making use of the high volatility...will see whether there is opportunity next week.

# Winning Trades

Comment

6

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Most Discussed

7x24

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Jennifer Saibil, The Motley Fool Thu, September 3, 2026 at 12:20 PM GMT+8 4 min read <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; The market has soured on Alphabet (NASDAQ: <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp;) (NASDAQ: GOOGL) stock since the company said it planned to raise capital expenditures (capex) to up to $205 billion this year, a significant increase from its original outlook of $180 b","plainDigest":"Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. 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WALL STREET STILL SAID “NOT ENOUGH.”","digest":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is","plainDigest":"There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. 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Ignore the noise and buy into the market irrationality","sourceLanguage":"EN","currentLanguage":"EN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1788425599637,"gmtModify":1788510671800,"symbols":["AVGO"],"themeIds":["7516f9ef7e8042739b8597466da26fe7"],"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","themeType":0,"name":"Winning Trades"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://community-static.tradeup.com/news/64459edb4beb7f87be692d450127f52d","width":"924","height":"1536"}],"repostCount":2,"viewCount":1267,"likeCount":22,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"604057681383768","author":{"authorId":"3479274799416327","idStr":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":243,"starInvestorFlag":false},"content":"47.5B revenue and 22.8B EBITDA were the real tell. AI networking plus Google and Meta demand still looks intact","plainContent":"47.5B revenue and 22.8B EBITDA were the real tell. 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Account (CBA)&nbsp;<a href=\"https://ttm.financial/U/10000000000010961\">@Tiger_Contra </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;<a href=\"https://ttm.financial/U/4169006607782162\">@CashBoost </a>&nbsp;<a href=\"https://ttm.financial/U/10000000000010968\">@Tiger_CashBoostAccount </a>&nbsp; Support / Resistance 📈📉: Support: $348-351, $337, $328-330, $318 Resistance: $348-$351, $357-358, $364, $374 Outlook 📝: TSLA opened above $364 today. 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I care more about whether 364 can hold after the first fade","plainContent":"374 is not the hard part, 380 is where supply kept showing up the last three rebounds. I care more about whether 364 can hold after the first fade","likeCount":0,"commentType":"hot","coins":0},{"id":"604054681211056","author":{"authorId":"3479274818170709","idStr":"3479274818170709","name":"smile000","avatar":"https://static.tigerbbs.com/da17719e1bd21edc4b2310263c2ecc09","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":36,"starInvestorFlag":false},"content":"TSLL bleeds more from chop than most people expect. Those levels look clean, but the instrument matters as much as the setup","plainContent":"TSLL bleeds more from chop than most people expect. Those levels look clean, but the instrument matters as much as the setup","likeCount":0,"commentType":"hot","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://ttm.financial/post/603774975357328","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":834,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3571488231897668"}]},{"cardType":"TWEET","cardId":"TWEET.603775144357888","cardData":[{"tweetId":"603775144357888","author":{"authorId":"3581560330669557","idStr":"3581560330669557","name":"Terra_Incognita","avatar":"https://community-static.tradeup.com/news/b5e59779a1eaa1b3dc28886ab0efa184","userType":2,"introduction":"MSc. in Supply Chain Mgmt, Audit, Quality and Procurement for Semicon companies.","userGiftHeadFrame":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":12,"crmLevelSwitch":1,"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1792383601976,"sortingWeight":0,"wearable":1}],"fanSize":29869,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":19112,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"ror":-29.17,"showRor":true,"investmentPhilosophy":"Links to my interviews.\n\nhttps://tigr.link/s/40C3BIA\n\nhttps://tigr.link/6fk","winRationPercentage":79.295154,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"","digest":"<a href=\"https://ttm.financial/S/BMNR\">$BitMine Immersion Technologies Inc.(BMNR)$</a> For coins.&nbsp; Been holding these at $19 as part of cash secured put that went into money and assigned during the previous months of downs.&nbsp; Now that's it's above my holding average since 19th Aug spike and all these will be eventually sold at $19 strike at part of covered calls thereby completing the wheel strategy cycle and cash out in the coming weeks.","plainDigest":"$BitMine Immersion Technologies Inc.(BMNR)$ For coins. Been holding these at $19 as part of cash secured put that went into money and assigned during the previous months of downs. Now that's it's above my holding average since 19th Aug spike and all these will be eventually sold at $19 strike at part of covered calls thereby completing the wheel strategy cycle and cash out in the coming weeks.","sourceLanguage":"EN","currentLanguage":"EN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1788443130217,"gmtModify":1788510589336,"symbols":["BMNR"],"themeIds":["7516f9ef7e8042739b8597466da26fe7"],"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","themeType":0,"name":"Winning Trades"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://community-static.tradeup.com/news/b7bdc9f5d46ee5b71943d7d8eb1557dd","width":"924","height":"1536"}],"repostCount":1,"viewCount":1185,"likeCount":6,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"604054695416440","author":{"authorId":"9000000000000642","idStr":"9000000000000642","name":"CynthiaVogt","avatar":"https://community-static.tradeup.com/news/51ba7c0665ca634b643d5351be72f3c5","userType":8,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"fanSize":47,"starInvestorFlag":false},"content":"That 19 strike looks like a pretty clean balance here, especially with theta doing the work. Nice when the wheel actually completes without getting messy lol","plainContent":"That 19 strike looks like a pretty clean balance here, especially with theta doing the work. 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