🎁 S&P 500 at New Highs: Bull Run or Pullback?

13:33

US market 'maybe' crash & investor Plan B ?

. Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2

US market 'maybe' crash & investor Plan B ?

moliya

11:00

micron n adobe going to be bullish for next30days

PawsAndProfits

08-18

Bull or Bear market? AI truly a bubble or a reality into the future?

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

Bull or Bear market? AI truly a bubble or a reality into the future?

TigerStars

08-17

🏆Weekly (Aug 3-7) Tiger Brokers TOP Contributors Awards Winners List

[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 @Shyon $15 @Papa Bear $15 @koolgal $10 @Terra_Incognita $10 @JC888 This award

🏆Weekly (Aug 3-7) Tiger Brokers TOP Contributors Awards Winners List

TigerOptions

08-16

Why Drone Tariffs Help AeroVironment Only If Domestic Capacity Can Scale

New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. $AeroVironment(AVAV)$ is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d

Why Drone Tariffs Help AeroVironment Only If Domestic Capacity Can Scale

Brando741319

08-19 00:10

Good

Brando741319

08-19 00:10

Good

Terra_Incognita

08-17

Thanks for the rewards!

Optionspuppy

08-17

Replying to @InverseCramer:waiting for mummy to buy biscuits for me//@InverseCramer:Wow congrats @Shernice軒嬣 2000 !

Mrzorro

08-17

Thank you @TigerStars and congrats to the other winner. [Love]

InverseCramer

08-17

Thank you for the voucher @TigerStars

InverseCramer

08-17

Wow congrats @Shernice軒嬣 2000 !

highhand

08-17

CRM, NFLX, ABDE.

AN88

08-17

mu, crm, adbe

LucasOng

08-17

Next 30 days I will think mircon will do really wel

AuntieAaA

08-17

Good

AuntieAaA

08-17

Good

苏36

08-15

For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti

TigerObserver

08-14

🪙 Tech Lit Up: NFLX, ADBE, CRM, MU & INTC All Jumped — One Macro Tailwind, Five Different Catalysts

👋 Thursday was a strong day for tech. The $S&P 500(.SPX)$ rose 0.65% to a record 7,798.99, while the $NASDAQ(.IXIC)$ gained 0.81%. $Netflix(NFLX)$ jumped 5.43%, $Adobe(ADBE)$ 4.54%, $Salesforce.com(CRM)$ just over 4%, $Micron Technology(MU)$ 4.23%, and $Intel(INTC)$ 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto

🪙 Tech Lit Up: NFLX, ADBE, CRM, MU & INTC All Jumped — One Macro Tailwind, Five Different Catalysts

TheMarketLens101

08-14

Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c

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Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. 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And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this...","text":"It's been 30mins since US's Friday market has opened for trading. And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this...","html":"It's been 30mins since US's Friday market has opened for trading. And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this..."},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..","text":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..","html":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. 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AI truly a bubble or a reality into the future?","htmlText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","listText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","text":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","images":[{"img":"https://community-static.tradeup.com/news/25384e88dd63352fe713ca85d8c47ddf","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/a2750b8fe2a787a24fda386c8e23707d","width":"966","height":"540"},{"img":"https://community-static.tradeup.com/news/32c4af620d4f21f51c6fa4945f969e36","width":"954","height":"582"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597993379934600","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},{"id":597827062685992,"gmtCreate":1786980624570,"gmtModify":1786980627565,"author":{"id":"3581560330669557","authorId":"3581560330669557","name":"Terra_Incognita","avatar":"https://community-static.tradeup.com/news/b5e59779a1eaa1b3dc28886ab0efa184","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581560330669557","idStr":"3581560330669557"},"themes":[],"title":"","htmlText":"Thanks for the rewards!","listText":"Thanks for the rewards!","text":"Thanks for the rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597827062685992","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597746252596808,"gmtCreate":1786960836648,"gmtModify":1786960839968,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Thank you <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>and congrats to the other winner. [Love]","listText":"Thank you <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>and congrats to the other winner. [Love]","text":"Thank you @TigerStars and congrats to the other winner. [Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597746252596808","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597743181697672,"gmtCreate":1786959884883,"gmtModify":1786959888341,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:waiting for mummy to buy biscuits for me//<a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","listText":"Replying to <a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:waiting for mummy to buy biscuits for me//<a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","text":"Replying to @InverseCramer:waiting for mummy to buy biscuits for me//@InverseCramer:Wow congrats @Shernice軒嬣 2000 !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597743181697672","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597739925287864,"gmtCreate":1786959282005,"gmtModify":1786959285034,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"InverseCramer","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574136058061437","idStr":"3574136058061437"},"themes":[],"title":"","htmlText":"Thank you for the voucher <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>","listText":"Thank you for the voucher <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>","text":"Thank you for the voucher @TigerStars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597739925287864","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597739399287336,"gmtCreate":1786959247517,"gmtModify":1786959250280,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"InverseCramer","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574136058061437","idStr":"3574136058061437"},"themes":[],"title":"","htmlText":"Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","listText":"Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","text":"Wow congrats @Shernice軒嬣 2000 !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597739399287336","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597862048630272,"gmtCreate":1786959154961,"gmtModify":1786981200142,"author":{"id":"9000000000000149","authorId":"9000000000000149","name":"TigerStars","avatar":"https://static.tigerbbs.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000149","idStr":"9000000000000149"},"themes":[],"title":"🏆Weekly (Aug 3-7) Tiger Brokers TOP Contributors Awards Winners List","htmlText":"[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> $15 <a href=\"https://ttm.financial/U/3581670987980162\">@Papa Bear</a> $15 <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> $10 <a href=\"https://ttm.financial/U/3581560330669557\">@Terra_Incognita</a> $10 <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> This award","listText":"[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> $15 <a href=\"https://ttm.financial/U/3581670987980162\">@Papa Bear</a> $15 <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> $10 <a href=\"https://ttm.financial/U/3581560330669557\">@Terra_Incognita</a> $10 <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> This award","text":"[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 @Shyon $15 @Papa Bear $15 @koolgal $10 @Terra_Incognita $10 @JC888 This award","images":[{"img":"https://community-static.tradeup.com/news/d7fb4b6e0bcbf3b3d6eb2bc37215f9e5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":57,"commentSize":11,"repostSize":2,"link":"https://ttm.financial/post/597862048630272","isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"InverseCramer","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3574136058061437","idStr":"3574136058061437"},"content":"Wow congrats @Shernice軒嬣 2000 !","text":"Wow congrats @Shernice軒嬣 2000 !","html":"Wow congrats @Shernice軒嬣 2000 !"},{"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://community-static.tradeup.com/news/ef7aadd9fb04fa16b47e1a0dff6344a0","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4087422624240810","idStr":"4087422624240810"},"content":"Congrats to all[财迷]","text":"Congrats to all[财迷]","html":"Congrats to all[财迷]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597589600358496,"gmtCreate":1786922677512,"gmtModify":1786922680400,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"CRM, NFLX, ABDE.","listText":"CRM, NFLX, ABDE.","text":"CRM, NFLX, ABDE.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597589600358496","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597561371926968,"gmtCreate":1786915782496,"gmtModify":1786915785350,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"mu, crm, adbe","listText":"mu, crm, adbe","text":"mu, crm, adbe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597561371926968","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597487598965288,"gmtCreate":1786897772829,"gmtModify":1786897774121,"author":{"id":"3583049143664216","authorId":"3583049143664216","name":"AuntieAaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583049143664216","idStr":"3583049143664216"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597487598965288","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597487978385608,"gmtCreate":1786897756665,"gmtModify":1786897758182,"author":{"id":"3583049143664216","authorId":"3583049143664216","name":"AuntieAaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583049143664216","idStr":"3583049143664216"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597487978385608","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597483659223144,"gmtCreate":1786896813203,"gmtModify":1786896816155,"author":{"id":"4090968655092710","authorId":"4090968655092710","name":"LucasOng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090968655092710","idStr":"4090968655092710"},"themes":[],"title":"","htmlText":"Next 30 days I will think mircon will do really wel","listText":"Next 30 days I will think mircon will do really wel","text":"Next 30 days I will think mircon will do really wel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597483659223144","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597334331126912,"gmtCreate":1786860264163,"gmtModify":1786895419423,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Drone Tariffs Help AeroVironment Only If Domestic Capacity Can Scale","htmlText":"New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. <a href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d","listText":"New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. <a href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d","text":"New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. $AeroVironment(AVAV)$ is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d","images":[{"img":"https://community-static.tradeup.com/news/1ff1c45c9a8af15c2d33aded7ef73270","width":"1672","height":"941"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597334331126912","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":596925799068368,"gmtCreate":1786760518549,"gmtModify":1786760523517,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"themes":[],"title":"","htmlText":"For the next 30 days, I’d rank them MU &gt; CRM &gt; ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti","listText":"For the next 30 days, I’d rank them MU &gt; CRM &gt; ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti","text":"For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596925799068368","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596768766369992,"gmtCreate":1786722167794,"gmtModify":1786722173079,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> is my number one stock. It will reach $1150 soon.At number two is <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> , and <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> supplies the indispensable physical infrastructure powering them all. Thanks for sharing <a href=\"https://ttm.financial/U/9000000000000439\"> @TigerObserver </a><a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> is my number one stock. It will reach $1150 soon.At number two is <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> , and <a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> supplies the indispensable physical infrastructure powering them all. Thanks for sharing <a href=\"https://ttm.financial/U/9000000000000439\"> @TigerObserver </a><a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4132300740238052\"> @icycrystal </a>","text":"$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal","images":[{"img":"https://community-static.tradeup.com/news/21671b0396f048629259c058ea04bb2f"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596768766369992","isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596761054119008,"gmtCreate":1786720303535,"gmtModify":1786720306987,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> will surely hit 8000 before 2026 is over. Shooting to the moon with all my Tiger friends! 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> will surely hit 8000 before 2026 is over. Shooting to the moon with all my Tiger friends! 🚀🚀🚀","text":"$S&P 500(.SPX)$ will surely hit 8000 before 2026 is over. Shooting to the moon with all my Tiger friends! 🚀🚀🚀","images":[{"img":"https://community-static.tradeup.com/news/ed96a576c03ad6f21eb9d940601b686d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596761054119008","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"It's been 30mins since US's Friday market has opened for trading. And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this...","text":"It's been 30mins since US's Friday market has opened for trading. And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this...","html":"It's been 30mins since US's Friday market has opened for trading. And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this..."},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..","text":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..","html":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much.."}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":598997288583272,"gmtCreate":1787281210136,"gmtModify":1787281212995,"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552850525395609","idStr":"3552850525395609"},"themes":[],"title":"","htmlText":"micron n adobe going to be bullish for next30days","listText":"micron n adobe going to be bullish for next30days","text":"micron n adobe going to be bullish for next30days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598997288583272","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597993379934600,"gmtCreate":1787021252362,"gmtModify":1787021986722,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569739151630202","idStr":"3569739151630202"},"themes":[],"title":"Bull or Bear market? AI truly a bubble or a reality into the future?","htmlText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","listText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","text":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","images":[{"img":"https://community-static.tradeup.com/news/25384e88dd63352fe713ca85d8c47ddf","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/a2750b8fe2a787a24fda386c8e23707d","width":"966","height":"540"},{"img":"https://community-static.tradeup.com/news/32c4af620d4f21f51c6fa4945f969e36","width":"954","height":"582"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597993379934600","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},{"id":597862048630272,"gmtCreate":1786959154961,"gmtModify":1786981200142,"author":{"id":"9000000000000149","authorId":"9000000000000149","name":"TigerStars","avatar":"https://static.tigerbbs.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000149","idStr":"9000000000000149"},"themes":[],"title":"🏆Weekly (Aug 3-7) Tiger Brokers TOP Contributors Awards Winners List","htmlText":"[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> $15 <a href=\"https://ttm.financial/U/3581670987980162\">@Papa Bear</a> $15 <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> $10 <a href=\"https://ttm.financial/U/3581560330669557\">@Terra_Incognita</a> $10 <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> This award","listText":"[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> $15 <a href=\"https://ttm.financial/U/3581670987980162\">@Papa Bear</a> $15 <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> $10 <a href=\"https://ttm.financial/U/3581560330669557\">@Terra_Incognita</a> $10 <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> This award","text":"[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 @Shyon $15 @Papa Bear $15 @koolgal $10 @Terra_Incognita $10 @JC888 This award","images":[{"img":"https://community-static.tradeup.com/news/d7fb4b6e0bcbf3b3d6eb2bc37215f9e5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":57,"commentSize":11,"repostSize":2,"link":"https://ttm.financial/post/597862048630272","isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"InverseCramer","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3574136058061437","idStr":"3574136058061437"},"content":"Wow congrats @Shernice軒嬣 2000 !","text":"Wow congrats @Shernice軒嬣 2000 !","html":"Wow congrats @Shernice軒嬣 2000 !"},{"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://community-static.tradeup.com/news/ef7aadd9fb04fa16b47e1a0dff6344a0","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4087422624240810","idStr":"4087422624240810"},"content":"Congrats to all[财迷]","text":"Congrats to all[财迷]","html":"Congrats to all[财迷]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597334331126912,"gmtCreate":1786860264163,"gmtModify":1786895419423,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Drone Tariffs Help AeroVironment Only If Domestic Capacity Can Scale","htmlText":"New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. <a href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d","listText":"New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. <a href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d","text":"New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. $AeroVironment(AVAV)$ is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d","images":[{"img":"https://community-static.tradeup.com/news/1ff1c45c9a8af15c2d33aded7ef73270","width":"1672","height":"941"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597334331126912","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":598191090717664,"gmtCreate":1787069431590,"gmtModify":1787069432967,"author":{"id":"3577262675326737","authorId":"3577262675326737","name":"Brando741319","avatar":"https://community-static.tradeup.com/news/8d4d42c1fcdaf0bbd7bc3e302c884815","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577262675326737","idStr":"3577262675326737"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598191090717664","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598190685901032,"gmtCreate":1787069411674,"gmtModify":1787069417570,"author":{"id":"3577262675326737","authorId":"3577262675326737","name":"Brando741319","avatar":"https://community-static.tradeup.com/news/8d4d42c1fcdaf0bbd7bc3e302c884815","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577262675326737","idStr":"3577262675326737"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598190685901032","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597827062685992,"gmtCreate":1786980624570,"gmtModify":1786980627565,"author":{"id":"3581560330669557","authorId":"3581560330669557","name":"Terra_Incognita","avatar":"https://community-static.tradeup.com/news/b5e59779a1eaa1b3dc28886ab0efa184","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581560330669557","idStr":"3581560330669557"},"themes":[],"title":"","htmlText":"Thanks for the rewards!","listText":"Thanks for the rewards!","text":"Thanks for the rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597827062685992","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597743181697672,"gmtCreate":1786959884883,"gmtModify":1786959888341,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:waiting for mummy to buy biscuits for me//<a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","listText":"Replying to <a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:waiting for mummy to buy biscuits for me//<a href=\"https://ttm.financial/U/3574136058061437\">@InverseCramer</a>:Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","text":"Replying to @InverseCramer:waiting for mummy to buy biscuits for me//@InverseCramer:Wow congrats @Shernice軒嬣 2000 !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597743181697672","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597746252596808,"gmtCreate":1786960836648,"gmtModify":1786960839968,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"Thank you <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>and congrats to the other winner. [Love]","listText":"Thank you <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>and congrats to the other winner. [Love]","text":"Thank you @TigerStars and congrats to the other winner. [Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597746252596808","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597739925287864,"gmtCreate":1786959282005,"gmtModify":1786959285034,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"InverseCramer","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574136058061437","idStr":"3574136058061437"},"themes":[],"title":"","htmlText":"Thank you for the voucher <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>","listText":"Thank you for the voucher <a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a>","text":"Thank you for the voucher @TigerStars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597739925287864","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597739399287336,"gmtCreate":1786959247517,"gmtModify":1786959250280,"author":{"id":"3574136058061437","authorId":"3574136058061437","name":"InverseCramer","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574136058061437","idStr":"3574136058061437"},"themes":[],"title":"","htmlText":"Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","listText":"Wow congrats <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>!","text":"Wow congrats @Shernice軒嬣 2000 !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597739399287336","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597589600358496,"gmtCreate":1786922677512,"gmtModify":1786922680400,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"CRM, NFLX, ABDE.","listText":"CRM, NFLX, ABDE.","text":"CRM, NFLX, ABDE.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597589600358496","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597561371926968,"gmtCreate":1786915782496,"gmtModify":1786915785350,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"mu, crm, adbe","listText":"mu, crm, adbe","text":"mu, crm, adbe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597561371926968","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597483659223144,"gmtCreate":1786896813203,"gmtModify":1786896816155,"author":{"id":"4090968655092710","authorId":"4090968655092710","name":"LucasOng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090968655092710","idStr":"4090968655092710"},"themes":[],"title":"","htmlText":"Next 30 days I will think mircon will do really wel","listText":"Next 30 days I will think mircon will do really wel","text":"Next 30 days I will think mircon will do really wel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597483659223144","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597487598965288,"gmtCreate":1786897772829,"gmtModify":1786897774121,"author":{"id":"3583049143664216","authorId":"3583049143664216","name":"AuntieAaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583049143664216","idStr":"3583049143664216"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597487598965288","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597487978385608,"gmtCreate":1786897756665,"gmtModify":1786897758182,"author":{"id":"3583049143664216","authorId":"3583049143664216","name":"AuntieAaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583049143664216","idStr":"3583049143664216"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597487978385608","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596925799068368,"gmtCreate":1786760518549,"gmtModify":1786760523517,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"themes":[],"title":"","htmlText":"For the next 30 days, I’d rank them MU &gt; CRM &gt; ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti","listText":"For the next 30 days, I’d rank them MU &gt; CRM &gt; ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti","text":"For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596925799068368","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596680400212056,"gmtCreate":1786704623500,"gmtModify":1786923000037,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000439","idStr":"9000000000000439"},"themes":[],"title":"🪙 Tech Lit Up: NFLX, ADBE, CRM, MU & INTC All Jumped — One Macro Tailwind, Five Different Catalysts","htmlText":"👋 Thursday was a strong day for tech. The <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.65% to a record 7,798.99, while the <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> gained 0.81%. <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> jumped 5.43%, <a target=\"_blank\" href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> 4.54%, <a target=\"_blank\" href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> just over 4%, <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> 4.23%, and <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto","listText":"👋 Thursday was a strong day for tech. The <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> rose 0.65% to a record 7,798.99, while the <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> gained 0.81%. <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> jumped 5.43%, <a target=\"_blank\" href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> 4.54%, <a target=\"_blank\" href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$</a> just over 4%, <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> 4.23%, and <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto","text":"👋 Thursday was a strong day for tech. The $S&P 500(.SPX)$ rose 0.65% to a record 7,798.99, while the $NASDAQ(.IXIC)$ gained 0.81%. $Netflix(NFLX)$ jumped 5.43%, $Adobe(ADBE)$ 4.54%, $Salesforce.com(CRM)$ just over 4%, $Micron Technology(MU)$ 4.23%, and $Intel(INTC)$ 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto","images":[{"img":"https://community-static.tradeup.com/news/2dbc6e20bdac4fb669c163068589ef54"},{"img":"https://community-static.tradeup.com/news/faed8559802333da996ad0e52ad512a9"},{"img":"https://community-static.tradeup.com/news/ffc8a1df52939119e7d1a7ab3fe35a25"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1620,"commentSize":14,"repostSize":57,"link":"https://ttm.financial/post/596680400212056","isVote":1,"tweetType":1,"viewCount":11504,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"content":"$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal","text":"$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal","html":"$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal"},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"For the next 30 days, I'd rank them MU> CRM> ADBE. 1 ️ ⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2 ️ ⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3 ️ ⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is still my favorite AI sub-theme. It is a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend. My picks: MU#1, CRM#2, ADBE#3. @财报早知道 [你懂的]","text":"For the next 30 days, I'd rank them MU> CRM> ADBE. 1 ️ ⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2 ️ ⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3 ️ ⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is still my favorite AI sub-theme. It is a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend. My picks: MU#1, CRM#2, ADBE#3. @财报早知道 [你懂的]","html":"For the next 30 days, I'd rank them MU> CRM> ADBE. 1 ️ ⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2 ️ ⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3 ️ ⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is still my favorite AI sub-theme. It is a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend. My picks: MU#1, CRM#2, ADBE#3. @财报早知道 [你懂的]"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":596698047026464,"gmtCreate":1786704924118,"gmtModify":1786706082595,"author":{"id":"3578036510511262","authorId":"3578036510511262","name":"TheMarketLens101","avatar":"https://community-static.tradeup.com/news/ff94e23bbe8ff3cc47588d253a06e067","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578036510511262","idStr":"3578036510511262"},"themes":[],"title":"","htmlText":"Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c","listText":"Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c","text":"Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c","images":[{"img":"https://community-static.tradeup.com/news/80f558bd744db91d9ac4cbb15fa53ada","width":"1122","height":"1402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596698047026464","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0}]}