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1.33K
General
koolgal
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09-15 15:14
🌟🌟🌟Is $Oracle(ORCL)$ a  Buy or Sell? The case to Buy:  When Larry Ellison cancels a share sale, it signals that he believes the stock is undervalued & better days are still ahead. Oracle's backlog growth: Oracle's remaining performance obligations have grown rapidly, showing that the long term pipeline for its cloud and AI infrastructure services is robust. The Case To sell: Squeezed Cash Flow: Oracle is spending billions on GPUs & building massive global data centres.  This exerts heavy pressure in the short term. Execution Risk: Building infrastructure is capital intensive. The Verdict: Hold firm if you believe in Larry Ellison's track record & view Oracle as a winner in the AI cloud infrastructure race over a long t
🌟🌟🌟Is $Oracle(ORCL)$ a Buy or Sell? The case to Buy: When Larry Ellison cancels a share sale, it signals that he believes the stock is undervalued ...
TOPEllisBird: RPO growth is real, but the near term cash flow squeeze feels underpriced. The pace of this buildout matters more than the story
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Sporeshare
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09-15 16:02
$ParkwayLife Reit(C2PU.SI)$   ParkwayLife Reit - I think gd price is back. At 3.98, yield is about 4.4 percent seem not bad. ParkwayLife Reit - 1st Half Results is out! DPU is up 14.6 percent to 8.77 cents. DI is up 14.6 percent to 57.2m, awesome.XD 12th August, paydate 8th September 2026. Estimating yearly dividend of 17.54 cents, yield is about 4.18%, seem not bad! gross revenue for the half year stood at S$77.1 million, while net property income was S$72.4 million. Compared to the corresponding period last year, gross revenue and net property income have declined by 1.6% and 2.0% respectively, mainly due to the depreciation of the Japanese Yen and lower rental income from affected Japan assets. These were partially offset by continued c
$ParkwayLife Reit(C2PU.SI)$ ParkwayLife Reit - I think gd price is back. At 3.98, yield is about 4.4 percent seem not bad. ParkwayLife Reit - 1st H...
TOPBertScott: Singapore hospitals rent review is doing the heavy lifting here, way more solid than the yen noise. The 2H revenue-sharing piece is the real extra to watch
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Shyon
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09-15 16:49
For me, $CrowdStrike Holdings, Inc.(CRWD)$ and $Cloudflare, Inc.(NET)$ stand out the most. AI growth is creating more demand for cybersecurity and connectivity infrastructure. CRWD has strong ARR growth and cash flow, while NET benefits from rising AI workloads. I would rather watch these names than chase the energy rally after such a strong run. I am also watching $Marathon Petroleum(MPC)$ and $Valero(VLO
For me, $CrowdStrike Holdings, Inc.(CRWD)$ and $Cloudflare, Inc.(NET)$ stand out the most. AI growth is creating more demand for cybersecurity and ...
TOPJoannaDarwin: CRWD cash flow is still the underrated part here, AI security demand has not fully priced that moat yet
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Shyon
·
09-15 17:10
For me, Monday looks more like a rotation than a real change in the AI story. The market is questioning how fast AI training spending can grow, which explains the sharp selloff in memory and semiconductors. But a few comments about slowing frontier AI development are not enough to invalidate the huge AI infrastructure investments already underway. I find the cybersecurity move more interesting. The more AI systems and agents enter production, the more security and monitoring they will need. That makes CRWD and PANW interesting to me, although after such a strong one-day rally, I would rather wait for a better entry than chase. I am also watching the 10-year yield and oil closely because they are more immediate valuation risks. If yields stay near 5%, high-growth AI stocks could face more
For me, Monday looks more like a rotation than a real change in the AI story. The market is questioning how fast AI training spending can grow, whi...
TOPJesseRW: Inference infra and power costs might matter just as much next. Cybersecurity holds up better, but semis probably need yields to cool before the market pays up again
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Mrzorro
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09-15 17:55
AI Chip Stocks Are Selling Off Hard: Should Investors Buy, Hedge, or Wait? AI hardware stocks came under heavy selling pressure on Monday. The $PHLX Semiconductor Index (.SOX.US)$ fell more than 5% intraday, with $NVIDIA(NVDA)$   , $Advanced Micro Devices(AMD)$  , $Broadcom(AVGO)$   and $Micron Technology(MU)$   among the biggest decliners. Meanwhile, $Microsoft (MSFT.US)$ , $Alphabet-C (GOOG.US)$ and $Meta Platforms (META.US)$ moved higher, while cybersecurity stocks
AI Chip Stocks Are Selling Off Hard: Should Investors Buy, Hedge, or Wait? AI hardware stocks came under heavy selling pressure on Monday. The $PHL...
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General
苏36
·
09-15 18:04
I’d pick ② Identity security. The biggest AI-security shift is not just protecting models—it’s controlling what autonomous agents are allowed to do. An AI agent can access databases, execute code, move data and trigger workflows at machine speed. That makes traditional “user login” security increasingly inadequate. CrowdStrike is already building dedicated agent identities and continuous authorization, while Zscaler is developing Zero Trust controls specifically for AI agents. The interesting part is the economics: every new AI agent deployed into an enterprise could create another identity, permission set and attack surface that needs protection. So cybersecurity may become an unavoidable AI infrastructure tax. The winners won’t simply be companies selling “AI security” — they’ll be thos

Could Security Be AI’s Biggest “Second-Order” Trade?

@Tiger_comments
U.S. markets showed a striking divergence overnight. As investors worried that calls to slow frontier AI development could eventually cool spending on GPUs, HBM and data centers, semiconductor names came under pressure. At the same time, cybersecurity stocks surged. CrowdStrike, Palo Alto Networks, Zscaler and Fortinet all moved sharply higher. The same “AI risk” narrative was hitting chips while pushing security software into the spotlight. The more important takeaway is not simply that money rotated from hardware into software. The bigger question is whether cybersecurity is becoming a mandatory layer of AI CapEx. Once AI agents start connecting to email, code repositories, databases, CRM systems and payment tools, AI is no longer just reading information. It can call tools, modify files
Could Security Be AI’s Biggest “Second-Order” Trade?
I’d pick ② Identity security. The biggest AI-security shift is not just protecting models—it’s controlling what autonomous agents are allowed to do...
TOPLenaAnne: If agent identity becomes mandatory, pricing power gets nasty fast. That budget starts looking more like oxygen than optional SaaS spend 👀
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Shyon
·
09-15 18:09
I would choose C. I remain bullish on AI infrastructure because slowing frontier-model development does not mean companies will suddenly stop investing in chips, memory, data centers and power. The existing AI workloads still need to be supported, and enterprise adoption is still developing. I would not blindly follow the $315 million options trade either. Even if Leopold is behind it, large funds have different risk tolerance and strategies from retail investors. I see the trade as a useful signal, but not a reason to chase AI stocks after a sharp move. With Triple Witching this Friday, I would expect more short-term volatility. I would rather use any excessive pullback to gradually DCA into strong AI infrastructure names than try to predict every move. For me, the long-term AI story rem
I would choose C. I remain bullish on AI infrastructure because slowing frontier-model development does not mean companies will suddenly stop inves...
TOPWalterD: Enterprise adoption is the real driver, and people still underestimate how power demand scales with existing AI workloads. That part could show up in earnings over the next few quarters.
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koolgal
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09-15 18:30
🌟🌟🌟The count down is on for $SpaceX(SPCX)$ to double its weighting in the Nasdaq 100 index from 1.28% to 2.82% on September 21 2026. The Trader's Dilemma: Should I FOMO into SpaceX or wait for a pullback? The Case For Buying Now: Index tracking funds must hold the correct weight.  That means $Invesco QQQ(QQQ)$ will be forced to buy USD 12.4 billion to USD 15.5 billion worth of SpaceX stock. SpaceX has recently been locked in AI compute deals which include a fresh USD 1.11 billion a month contract aimed at increasing their annual recurring revenue towards USD 100 billion by end of 2026. The Case For Waiting:  There is SpaceX Lockup Expiration from late September to November.  While August
🌟🌟🌟The count down is on for $SpaceX(SPCX)$ to double its weighting in the Nasdaq 100 index from 1.28% to 2.82% on September 21 2026. The Trader's D...
TOPmoliya: with this current trend of spacex looks like it Tyr to break current resistance ( support turned to resistance) at 155, so spacex may go down to immediate support level of 133.78. so let us wait n seeeeeeeeee
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Shyon
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09-15 18:37
I would choose ②. As AI agents become more connected to enterprise systems, identity and permissions could become a major security challenge. Companies will need to know which AI agent is acting, what it can access, and what actions it can take. I still like the broader cybersecurity story because AI deployment creates new security needs. CRWD, PANW and ZS could benefit if AI security becomes a bigger budget item, but I would not chase a double-digit rally. I want to see actual ARR growth and enterprise spending first. For me, the key question is whether AI security becomes a standard part of enterprise AI. If companies increase spending on identity, data protection and agent monitoring, cybersecurity could become another essential layer of the AI infrastructure stack.

Could Security Be AI’s Biggest “Second-Order” Trade?

@Tiger_comments
U.S. markets showed a striking divergence overnight. As investors worried that calls to slow frontier AI development could eventually cool spending on GPUs, HBM and data centers, semiconductor names came under pressure. At the same time, cybersecurity stocks surged. CrowdStrike, Palo Alto Networks, Zscaler and Fortinet all moved sharply higher. The same “AI risk” narrative was hitting chips while pushing security software into the spotlight. The more important takeaway is not simply that money rotated from hardware into software. The bigger question is whether cybersecurity is becoming a mandatory layer of AI CapEx. Once AI agents start connecting to email, code repositories, databases, CRM systems and payment tools, AI is no longer just reading information. It can call tools, modify files
Could Security Be AI’s Biggest “Second-Order” Trade?
I would choose ②. As AI agents become more connected to enterprise systems, identity and permissions could become a major security challenge. Compa...
TOPElsieDewey: Behavior monitoring matters just as much here. If agents start touching production systems, EDR and XDR upgrades could show up before the ARR reacceleration does
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koolgal
·
09-15 18:45
🌟Is the storage supercycle a glorious AI fueled reality or are we about to watch AI sentiment take an icy bone chilling shower?  With $Micron Technology(MU)$ trading around USD 924.03 after a roller coaster summer, this upcoming report is the ultimate litmus test for the entire semiconductor industry. The Storage Supercycle Believers: This crowd argues that AI chips are completely useless without massive lightning fast memory.  Micron's advanced HBM3E is sold out through 2026.  If Micron drops blockbuster guidance & proves Big Tech is still spending like drunken sailors on memory hardware, the stock could launch into space. The AI Cooling Sentiment
🌟Is the storage supercycle a glorious AI fueled reality or are we about to watch AI sentiment take an icy bone chilling shower? With $Micron Techno...
TOPMeroy: HBM can lift the mix, but MU still needs legacy DRAM pricing to stop bleeding. That margin bridge matters more than the sold out headline
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koolgal
·
09-15 19:05
🌟🌟🌟I am pitching my tent on the 25bp reality check.  Why? With bond yields rising and core CPI picking up, traders are pricing in a huge 90% chance that Fed Chair Kevin Warsh will pull the trigger on a 25 basis points hike this week.  It is the expected thing to do. If he skips it, it would make him appear to be asleep at the wheel. Which asset class suffers the most? Real Estate will suffer the most as high interest rate is bad for property.  Mortgages go up, buyers vanish & commercial real estate refinancing becomes difficult. A close 2nd would be Bitcoin as it is a speculative risk on asset which would normally be dumped for safety. 3rd would be tech stocks like $NVIDIA(NVDA)$ because high rates hurt growth stocks as future
🌟🌟🌟I am pitching my tent on the 25bp reality check. Why? With bond yields rising and core CPI picking up, traders are pricing in a huge 90% chance ...
TOPcheezzy: The dollar matters more here. If the hike lands and DXY catches a bid, EM FX and dollar priced commodities probably feel it faster than real estate.
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Shyon
·
09-15 21:46
I agree most with the bullish view on $NEBIUS(NBIS)$ . AI infrastructure remains a strong long-term theme for me, and its potential recurring-revenue growth makes the $355 target interesting. I am holding NBIS for the mid-to-long term, focusing more on execution and contract growth than short-term price moves. $Meta Platforms, Inc.(META)$ also stands out. Its huge user base and advertising business give it multiple ways to monetize AI investments. The $820 target is aggressive, but stronger AI adoption could justify higher expectations. I am more cautious on $Novo-Nordisk A/S(<
I agree most with the bullish view on $NEBIUS(NBIS)$ . AI infrastructure remains a strong long-term theme for me, and its potential recurring-reven...
TOPlittlesweetie: That 355 target already assumes near-perfect execution. NBIS trading at a rich premium means even one contract slip can force a nasty rerating lol
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51.07K
General
Elliottwave_Forecast
·
09-15 22:05

Magnificent Seven (MAGS) ETF Bullish Nested Framework in Play

Magnificent Seven (MAGS) ETF Bullish Nested Framework in Play By EWFHendraSeptember 14, 2026 · 2 min read The Magnificent Seven ETF (MAGS) captures the performance of seven dominant U.S. technology and growth companies, giving investors concentrated exposure to some of the market’s most influential names. Since inception, MAGS has displayed pronounced directional swings that align well with Elliott Wave analysis, marked by distinct impulsive rallies and corrective pullbacks that define its medium‑term trend structure. MAGS Weekly Elliott Wave Chart The weekly Elliott Wave view of the Magnificent Seven ETF (MAGS) highlights a powerful nesting structure from its all‑time low. The advance to $58.69 completed Super Cycle wave (I), followed by a corrective decline in wave (II) that bottomed at
Magnificent Seven (MAGS) ETF Bullish Nested Framework in Play
TOPHenryHoward: 71.16 is the real line in the sand here. If wave ((3)) extends cleanly, the measured move starts looking a lot bigger than people think
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Elliottwave_Forecast
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09-15 22:07

$OIH Update: Wave ((1)) Ends as Wave ((2)) Pullback Targets Key Retracement Zone

In our previous Elliott Wave update on the VanEck Oil Services ETF ($OIH), we highlighted the bullish double nest from the 2020 lows and the strong reaction higher from the major support area. That advance has continued to develop as expected and now appears to have completed wave ((1)). As a result, $OIH has entered a corrective wave ((2)) pullback. The current decline is expected to retrace part of the latest advance before buyers step back in. The key area to watch comes between the 50% and 61.8% Fibonacci retracement at 398.49–388.60, where support should begin to appear. $OIH Wave ((1)) Appears Complete Looking at the weekly chart, $OIH rallied strongly from the July 2026 low and developed an impulsive structure. That advance unfolded through five waves and eventually completed wave (
$OIH Update: Wave ((1)) Ends as Wave ((2)) Pullback Targets Key Retracement Zone
TOPAbnerKeppel: 398 to 388 looks like the textbook reset zone, not a trend break. If buyers actually show up there, wave ((3)) could get pretty clean
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General
Elliottwave_Forecast
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09-15 22:09

Elliott Wave Analysis: Exxon Mobil (XOM) Extending Rally within Wave (5)

The short‑term Elliott Wave outlook for Exxon Mobil (XOM) indicates that the rally from the June 25, 2026 low is unfolding as a five‑wave diagonal. From that point, wave (1) concluded at $159.42, followed by a corrective pullback in wave (2) that ended at $149.09. The stock then advanced in wave (3), reaching $168.64. The subsequent pullback in wave (4) developed as a double three structure, with wave W finishing at $162.25, wave X rallying to $165.40, and wave Y declining to $155.37. This sequence completed wave (4) at a higher degree. The advance has since resumed in wave (5). Within this leg, the rally unfolded as a diagonal. Wave ((i)) ended at $165.65, while the dip in wave ((ii)) terminated at $158.75. The third wave, ((iii)), carried prices higher to $167.70, before a modest pullbac
Elliott Wave Analysis: Exxon Mobil (XOM) Extending Rally within Wave (5)
TOPPorterLamb: Hard to trust Elliott Wave that much on a 60 minute chart lol. What makes this setup more reliable than a simpler momentum signal?
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General
Elliottwave_Forecast
·
09-15 22:10

USDJPY Slides More Than 700 Pips Following Bearish Wave Analysis

USDJPY delivered a textbook Elliott Wave setup, plunging over 700 pips in a powerful downward expansion after completing its corrective recovery structure. Identifying the Turning Point at 160.00 – 161.00 The chart from 08.18.2026 shows USDJPY completing a three‑wave corrective bounce, labelled wave ((X)), near the 161.00 handle. This counter‑trend recovery from the late‑July low unfolded as a clean (A)‑(B)‑(C) zigzag in ((W)). With the broader sequence favouring the downside, the 164.056 peak stood as the key invalidation level. The structural framework signalled a decisive ‘Turning Down’ move, projecting an aggressive bearish resumption once wave ((X)) concluded against that invalidation point. See below The Impulsive Drop: 5 Waves Down to 152.50 The subsequent price action confirmed the
USDJPY Slides More Than 700 Pips Following Bearish Wave Analysis
TOPChloeKeynes: 700 pips is nasty, but calling this a full bear cycle feels early. BOJ intervention risk is still the part I care about more
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Elliottwave_Forecast
·
09-15 22:12

TeraWulf (NASDAQ: WULF) Setting a Base Above $10

TeraWulf (NASDAQ: WULF) dropped more than 50% from its all-time high peak in June 2026. In today’s article, we examine the weekly Elliott Wave structure unfolding. Our analysis explores the potential bullish path ahead despite this recent drop. Our earlier analysis identified the impulsive five-wave advance from the 2023 low. The cycle extended to the upside within wave V. It marked a peak of wave (I) in June 2026 at $29.84. This ended the entire rally and started a correction lower in wave (II). That correction could unfold in 3, 7, or 11 swings. The stock is currently completing a three-wave zigzag from its 2026 peak. This decline reached the equal legs area at $16.85 – $10.22. The correction should end there, followed by a bullish reaction in the coming months. Consequently, investors s
TeraWulf (NASDAQ: WULF) Setting a Base Above $10
TOPPenelopeHood: Calling 10 to 16 a base feels brave when mining costs are creeping up. A bounce maybe, but new highs sounds way too generous lol
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OptionsBB
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09-15 21:32

9/15 Pre-Market: Triple Witching Convergence

I. Key Events Friday 9/18 Triple Witching: Massive Open Interest Expiring Stock prices tend to converge toward the largest open interest zones (Gamma pinning effect). For specifics, refer to individual stock options GEX analysis (⚠️ note the App upgrade). → Directional flexibility is limited this week, making range-bound/seller strategies more suitable. Software ETF (IGV) Surges 5%, Cybersecurity Leads JPMorgan believes AI is pushing cybersecurity from "optional spending" to "mandatory investment." Watch for pullback opportunities in PANW and CRWD. Crude Oil Maintains High-Level Volatility Above 100 Trump stated on 9/14 that "Iran is eager to reach a deal, and the U.S. is open to it." → A de-escalation signal; oil's upward momentum may weaken — watch for a spike-and-retreat. Citi: Wednesda
9/15 Pre-Market: Triple Witching Convergence
TOPT20211222001: TSLA max pain around 255 fits the pin pretty well. For this setup, wide short strangles make more sense than forcing direction
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Trend_Radar
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09-15 21:26

$G Reclaims Momentum With $42 in Sight

$Genpact (G) Climbs +3.67% to $36.43 — Value Play Reclaims Momentum, $38.58 Resistance in Crosshairs 📊 Latest Close Data G closed at $36.43 on 2026-09-15, up +3.67% (+$1.29). The stock sits -25.1% below its 52-week high of $48.64, but has rallied sharply off the $26.85 low. Evening session ticked to $36.87, signaling continued bid. 🔥 Core Market Drivers Genpact's move reflects renewed accumulation by institutional holders — BlackRock, Vanguard, and FMR all held positions steady. Volume ratio of 1.34 indicates above-average participation, while capital flow data shows large-order selling overwhelmed buying ($1.8149M out vs $1.6542M in), suggesting profit-taking capped intraday gains near $36.92. 📈 Technical Analysis • RSI(6): 54.15 — recovered from oversold 21.98 just four sessions ago, now
$G Reclaims Momentum With $42 in Sight
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406
General
Trend_Radar
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09-15 21:24

$PLTR Regains $173 as $1.4B Inflows Fuel the Bounce

$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR) Rallied +3.64% to $173.31: AI Data Powerhouse Reclaims Momentum, $179 Resistance in Sight 📈 Latest Close Data: PLTR closed at $173.31 (+3.64%) on 2026-09-15, just 16.5% below its 52-week high of $207.52. Volume surged to 29.15M shares with a Volume Ratio of 1.33, confirming strong participation. 🚀 Core Market Drivers: Renewed AI infrastructure momentum lifted PLTR as enterprise data integration demand remains robust. Institutional capital flow showed +$1.4B net inflow on the day, with large orders dominating buy-side activity. 💰 Technical Analysis: MACD remains bearish at -5.39 (DIF 5.91 vs DEA 8.60), but the histogram is contracting, hinting at momentum stabilization. 🎯 RSI(6) j
$PLTR Regains $173 as $1.4B Inflows Fuel the Bounce
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