To The Moon

There’s a Chinese proverb: “A great horse needs a great scout.” — meaning great potential still needs someone sharp enough to spot it early. As 2026 kicks off, markets are already shifting. AI is being re-priced. Defensive sectors are breaking out. Small caps are stirring. Which stock will be the first true “dark horse” of the year? Is it an AI leader quietly compounding? A value stock primed for re-rating? Or an overlooked small-cap ready to sprint? We invite you to be the scout. 🐎 How to Participate Comment below with: A stock ticker A short reason why you believe it’s a 2026 dark horse Example: PLTR — As it falls a lot, strong AI commercialization and earnings may reset in 2026. output0.png 🎁 Rewards 🎖 Participation: All valid comment would receive 5 Tiger Coins 🏆 Gold Scout Award: Top

Just a few months ago, we were all riding the "AI-phoria" (AI euphoria) wave. Now, the market seems to have flipped into "AI-phobia" (AI fear) mode almost overnight. With the $NASDAQ(.IXIC)$ dropping over 2% last night and tech giants stalling, giants like Walmart and Coca-Cola are quietly hitting new highs. Is this a turning point for the bull market? Should we be shifting our portfolios toward defensive sectors? 1. The AI "Reaper" is Looking for Losers The logic has shifted. Previously, everyone believed AI would change the world; now, everyone is worrying: Whose rice bowl is AI going to break? This anxiety is spreading from traditional software into the $10 trillion information services market, including finance, real estate, logistics, and la

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One of the hottest topics in the AI world lately is the sudden emergence of Clawdbot (OpenClaw). In the past, our workflows required humans to switch between different SaaS tools. Clawdbot is changing the game: it can directly take over tasks via APIs or automation scripts. When AI can deliver results directly — without you even opening a UI — will traditional SaaS software gradually be reduced to little more than backend databases? The deeper concern lies in business models. The core SaaS logic of seat-based pricing is facing potential disruption. If one AI agent can do the work of ten employees, will companies still pay for ten software licenses? Last week’s broad pullback in SaaS stocks may have been an early market reaction to this kind of “dimensionality reduction” threat. Earnings Di

This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a "domino effect" across the board: $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%. $Microsoft(MSFT)$ : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.

This week, the U.S. stock market has been nothing short of gruesome—a literal bloodbath and a frantic stampede. The Fear & Greed Index has now officially retreated into "Fear" territory. After a massive run-up, capital is fleeing the sector. $SanDisk Corp.(SNDK)$ plunged 15.95%, $Western Digital(WDC)$ dropped 7%, and $Micron Technology(MU)$ fell over 9%. $NVIDIA(NVDA)$ fell over 3%, marking a four-day losing streak with a cumulative loss of nearly 10%. AppLovin tanked over 16%, leading a broader retreat in AI application software. $Bitcoin(BTC.USD.CC)$ slid below $70,000,

Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So

This week, $Alphabet(GOOG)$, with a market cap exceeding $4 trillion, and $Amazon.com(AMZN)$, currently streamlining its organization, will take center stage. This time, the market is looking beyond "Large Model" narratives to focus on real margins and ROI.$Alphabet(GOOG)$: The "Harvest Season" of Full-Stack AIPower of Gemini 3.0: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search.Cloud (GCP) Acceleration: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine.Apple Endorsement: The AI partnership with Apple is seen as a ultimate validation of

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Recent market performance has left many tech investors disheartened. Compared to last year's widespread euphoria, the semiconductor sector seems to have been "abandoned" by the market, with capital fiercely flowing towards the latest market darling – the memory section. While memory giants like Hynix and Micron reap huge profits from AI server demand, logic chip and architecture powerhouses are grappling with "growth premium" scrutiny. This week, AMD, SMCI, Qualcomm, and ARM, four companies at the center of the storm, will release their earnings reports. From "Storytelling" to "Order Books" $Advanced Micro Devices(AMD)$:Challenging NVIDIA as the "Number Two Player" The market is no longer satisfied with Lisa Su showcasing the MI455 chip; they want