To The Moon

We're in an AI memory supercycle:HBM: $Micron Technology(MU)$ $SK Hynix, Inc.(HXSCL)$ $Samsung Electronics Co., Ltd.(SSNHZ)$ NAND: $SanDisk Corp.(SNDK)$ HDD: $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ Equipment: $Lam Research(LRCX)$ $AMATI AIM VCT(AMAT.UK)$ Data Storage: $NetApp(NTAP)$ $Pure Storage(PSTG)$ Controller:

The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from $ASML Holding NV(ASML)$ and $SK Hynix, Inc.(HXSCL)$ , combined with reports that China approved $NVIDIA(NVDA)$ 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose

Investors continue to question the profitability of Big Tech's AI investments and tech-stock valuations - and that's leading them to put money on new momentum leaders.Momentum investing basically says to go with what's working. Refined by investing legends such as Martin Zweig, William O'Neil and Jesse Livermore over the past century, this strategy posits that stock-price trends tend to persist.To find out which stocks currently have the best momentum, I recently caught up with Travis Prentice, a money manager at The Informed Momentum Company . IMC has $2.4 billion under management in 13 strategies across market caps and geographies. Prentice enhances the momentum signal by identifying business momentum - solid growth in fundamentals including profit margins, earnings and sales - supported by qualitative factors such as evidence of innovation, new products and services, new management and mergers.The data-center build-out will also continue to support demand for networking products, wh

Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft's cloud business in the latest quarter. Microsoft CFO Amy Hood suggested the company could be growing faster in the cloud if it wanted to, but that would come at the expense of resources for internal developers.It's Microsoft's turn to be in the investor doghouse over artificial-intelligence spending.Three months ago, Meta Platforms seemed to be Wall Street's punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta's 7.3% stock climb in Wednesday's extended session, following the company's own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.Not so with Microsoft , whose shares were off 6.7% in Wednesday's extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday's regular

This is the kind of market where you simply buy what the president tells you to: Rare Earths： $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$ Defense: $SkyWater Technology, Inc.(SKYT)$ $Kratos Defense & Security Solutions(KTOS)$ $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Amentum Holdings, Inc.(AMTM)$ AI Infrastructure: $Alphabet(GOOGL)$ $New Era Helium Inc(

美股三大指数期货在盘前时段走势不一。

Rare Earths & Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... $MP Materials Corp.(MP)$ …still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. $CRITICAL METALS CORPORATION(CRML)$ …one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USA Rare Earth Inc.(USAR)$ …gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first

🚨 Wall Street is going big on robots! Morgan Stanley’s Adam Jonas predicts annual robot sales will reach 1.4 billion units by 2050, spanning self-driving cars, drones, humanoids, and home robots. He estimates the robot economy could grow into a $25 trillion market, with heavy adoption in healthcare, logistics, and agriculture. This shift is coming fast, and companies already combining AI, autonomy, and manufacturing at scale, like Tesla, are positioned to be core players in this new economy. $TSLA

This is the kind of market where you simply buy what the president tells you to: Rare Earths： $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$ Defense: $SkyWater Technology, Inc.(SKYT)$ $Kratos Defense & Security Solutions(KTOS)$ $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Amentum Holdings, Inc.(AMTM)$ AI Infrastructure: $Alphabet(GOOGL)$ $New Era Helium Inc(