@Tiger V:$Alphabet(GOOG)$ Alphabetโs recent Q2 2026 earnings were fundamentally strong, with revenue and operating income beating expectations. However, the marketโs negative reaction was driven by a massive increase in AI-driven capital expenditure (Capex), which pushed free cash flow negative for the first time.
๐ White-Collar Reality Check: AI Isn't Taking Your Job โ It is Changing the Game Whether you want AI to handle the busywork, your company is forcing the shift, or you don't believe it will touch you โ here's the clear-eyed takeaway, but before that. โ ๏ธ Disclaimer โ ๏ธ ๐ This is general content for educational / discussion purposes only. ๐ง Not personalized advice โ every job, industry & situation and stock risk is different. ๐ Always do your own research or speak with a qualified professional. Due diligence is a form of self respect. ๐ AI is moving fastโฆ stay curious, stay adaptable, stay human. ๐ก Use the insights, but own your decisions. 1. If you WANT AI to take over parts of your job Celebrate it. Use the freed-up hours to do higher-value work: strategy, relationships, creativity,
@koolgal:๐๐๐ Masayoshi Son has consolidated SoftBank into a singular aggressive USD 1 trillion bet on Artificial Superintelligence or ASI. Son outlined a unified strategy built on 4 core pillars: AI models, AI chips, Infrastructure and Physical Robotics. SoftBank holds a 13% equity stake in OpenAI. Its AI chips investment is anchored in $ARM Holdings(ARM)$ . SoftBank plans to initiate an IPO for Roze in 2H 2026. Roze is a consolidation of automation, energy & robotics. Exciting times are ahead for SoftBank. @Tiger_comments @Tiger_SG @TigerStars
@Shyon:$ServiceNow(NOW)$ I have been steadily dollar-cost averaging into ServiceNow (NOW) during its recent pullback because I believe the market has overreacted. While short-term sentiment has turned cautious, I see the correction as an opportunity rather than a warning sign. Great companies often experience temporary valuation resets, and I believe NOW is one of those high-quality businesses trading below its long-term potential. ServiceNow remains one of the leading enterprise software companies, helping businesses automate workflows across IT, HR, customer service, security and AI. As enterprises continue their digital transformation, demand for workflow automation and AI-powered productivity tools should continue growing. The company's recurring
@ARKK Investment Tracker:ARKK Investment Tracker position change: Decreased position in Pacific Biosciences of California by 172,116 shares, the number of shares held decreased 1.2% compared to the previous period and now represents 0.31% of the total position.
@zubee:$Micron Technology(MU)$ I have to laugh. The shorts are still around? We exploded to near $1090 yesterday. How long do they really think they can hold this down? One day, two days, three days? Get ready for $1100 after that, and then a slew of analyst price targets will need to be rerated again. Enjoy that glimmer of hope in the meantime.
@AMDidass:$Advanced Micro Devices(AMD)$ see the price now! It's flying again! Nothing can stop it! $NVIDIA(NVDA)$ another sure flying share here! I'm sure it will fly again soon! Let's buy it now!
@caesar2288:$MRVL 20260605 300.0 PUT$ always post i earned money so must share i also got bad weeks ha ha finger cross it will clear this week ... 300 mrvl go go go [Miser]