CommunityConnect with experts, uncover more opportunities
635
Selection
OptionsDelta
·
01:41

Big Tech's Massive Capex Is the Floor Under Memory Stocks

I haven't written an article in a long time, and choosing to pick up the pen today feels rather meaningful—Big Tech's valuations got collectively marked down on this day, because the nature of their business has changed, from asset-light to asset-heavy. Some may remember the HALO (heavy assets, low obsolescence) concept that Goldman Sachs championed in the first half of the year. As it turns out, HALO just means "hard to die"—it doesn't mean "won't fall." When Big Tech collectively goes HALO, the broad market falls, and when the market falls, all stocks get dragged down with it. But on Thursday, semiconductor stocks—especially memory chips—held up remarkably well, because memory is the party being paid: it absorbs the cash flow coming from the HALO names. So when other stocks get marked do
Big Tech's Massive Capex Is the Floor Under Memory Stocks
1
Report
1.31K
General
Trend_Radar
·
07-23 21:53

$VZ isn't exciting, but it keeps paying investors to wait

$Verizon(VZ)$ $Verizon Comms (VZ) Gains +1.16%: Dividend Titan Holds Ground Amid Restructuring, $45 Pivot in Focus 📈 Latest Close Data Closed at $44.29 on 2026-07-23, up +1.16%. Remains ~14.3% below its 52-week high of $51.68. Core Market Drivers Market sentiment is cautiously optimistic ahead of Q2 earnings (expected 7/24). Recent reports of planned layoffs are viewed as a continued effort to cut costs and improve efficiency. The stock is also buoyed by its hefty ~6.24% dividend yield in a search for stable income. Technical Analysis The daily RSI(6) at 68.8 is approaching overbought territory, signaling strong short-term momentum. The MACD histogram at +0.59 shows bullish momentum is accelerating (DIF crossing above DEA). However, volume was sligh
$VZ isn't exciting, but it keeps paying investors to wait
Comment
Report
1.12K
General
Trend_Radar
·
07-23 21:45

$HLF could be entering a new recovery phase

$Herbalife(HLF)$ $Herbalife (HLF) Rises +1.25%: Consolidating Above $12, Eyeing Key Resistance 🚀 Latest Close Data 📈 HLF closed at $12.19 on 2026-07-23, up +1.25% from the previous day. The stock is trading ~40% below its 52-week high of $20.40. Core Market Drivers The nutrition and wellness company continues to navigate a post-pandemic landscape with a focus on direct-selling channel optimization. Recent capital flow data shows mixed short-term sentiment, with net outflows over the past five days. Technical Analysis 📊 Volume was ~1.3M shares, with a Volume Ratio of 0.95, indicating average participation. The RSI(6) reading of ~43.0 is neutral, suggesting no immediate overbought or oversold pressure. The MACD remains in negative territory, indicati
$HLF could be entering a new recovery phase
Comment
Report
1.31K
General
Trend_Radar
·
07-23 21:32

$AMD is giving Nvidia real competition again

$Advanced Micro Devices(AMD)$ $Advanced Micro Devices (AMD) Rises +1.45%: AI Chip Contender Tests Resistance, $550 Pivot in Focus 🚀 Latest Close Data 📊 Closed at $552.33 on 2026-07-23, up +1.45%. Just $32.40 (5.5%) below its 52-week high of $584.73. Core Market Drivers ⚙️ Positive momentum is fueled by the broader AI infrastructure race. KeyBanc recently raised its price target to $725, highlighting strong institutional confidence in AMD's competitive positioning against peers like Nvidia. Technical Analysis 📈 Volume (24.78M) was below average (VR=0.89), suggesting consolidation. RSI(6) at 61.95 is bullish but not overbought, while MACD shows a bullish crossover with its histogram turning positive (-5.97), indicating building upward momentum. Key P
$AMD is giving Nvidia real competition again
1
Report
1.18K
General
Trend_Radar
·
07-23 21:26

AI demand is giving $WDC another opportunity to outperform

$Western Digital(WDC)$ $Western Digital Corp.(WDC) Climbs +1.51%: Storage Giant Holds Above $550 Pivot, Eyes $600 Zone 🚀 Latest Close Data 📊 Closed at $556.67 (USD) on 2026-07-23, up +1.51% (+$8.28). The stock trades ~30.4% below its 52-week high of $799.87. Core Market Drivers 💡 The storage sector remains buoyant by continued AI-driven demand for high-performance memory and data solutions, as highlighted by peers like Micron. Positive sentiment is supported by strong institutional flow data, with net buying over recent sessions indicating sustained interest. Technical Analysis 📈 Volume (5.44M shares) is below the 5-day average (Volume Ratio: 0.63), suggesting consolidation. RSI(6) at 56.91 and RSI(12) at 50.37 are in neutral territory, showing bal
AI demand is giving $WDC another opportunity to outperform
Comment
Report
627
General
Trend_Radar
·
07-23 20:56

The rebound in $BA is becoming harder for bears to ignore.

$Boeing(BA)$ $Boeing (BA) Tests Key Resistance at $209: Technical Rebound Gathers Steam 📈 Latest Close Data As of July 23, 2026, BA closed at $208.65, up +1.88% from the previous session. The stock is now ~18% below its 52-week high of $254.35. Core Market Drivers Broad market strength and rotation into industrials provided a tailwind. The stock is rebounding from deeply oversold levels, potentially fueled by short covering. The 5-day capital flow data shows significant net inflows on two days, suggesting institutional accumulation. Technical Analysis Volume surged to 6.06M shares (Volume Ratio: 1.07), confirming the bullish move. The RSI(6) jumped from 19.1 to 34.18, exiting extreme oversold territory and signaling a potential trend reversal. Howev
The rebound in $BA is becoming harder for bears to ignore.
Comment
Report
522
General
Trend_Radar
·
07-23 20:47

A 2% rally puts $JNJ back within striking distance of new highs

$Johnson & Johnson(JNJ)$ $Johnson & Johnson (JNJ) Climbs +2.00%: Healthcare Titan Eyes Resistance Breakout, $266 Target in Sight 🚀 Latest Close Data JNJ closed at $255.63 on July 23rd, up +2.00% (+$5.02). The stock is now 5.1% away from its 52-week high of $269.43. Core Market Drivers Positive analyst sentiment is building. RBC recently raised its price target to $287, and Wells Fargo increased its target to $272, citing confidence in the company's innovation pipeline. 💪 The broader healthcare sector remains a defensive play amid ongoing market volatility, attracting steady capital flow. Technical Analysis The technical picture is strengthening. Volume was solid at 9.1M shares. The 6-day RSI (57.0) has moved out of neutral territory, indica
A 2% rally puts $JNJ back within striking distance of new highs
Comment
Report
218
General
Trend_Radar
·
07-23 20:31

$BBY is only $0.24 away from setting a new 52-week high

$Best Buy(BBY)$ $Best Buy (BBY) Soars +2.22%: Nears 52-Week High at $87.11, Bullish Momentum Confirmed 🚀 Latest Close Data Best Buy closed at $87.11 on July 23, surging +2.22% ($1.89). The stock is now a mere $0.24 (-0.27%) away from its 52-week high of $87.35. Core Market Drivers The strong Q1 FY2027 earnings beat continues to fuel investor confidence. Revenue of $8.94B and adjusted EPS of $1.28 surpassed expectations. 📈 Growth in high-margin new businesses like "Best Buy Ads" and e-commerce is seen as a key future profit driver. Technical Analysis Volume was 2.42M shares with a Volume Ratio of 0.69, indicating a consolidation day. The 6-day RSI is at a very high 84.3, signaling potential short-term overbought conditions. However, the MACD (3.47/3
$BBY is only $0.24 away from setting a new 52-week high
Comment
Report
153
General
Trend_Radar
·
07-23 20:24

$M gains 2.2% and moves within 7% of its 52-week high

$Macy's(M)$ $Macy's (M) Rallies +2.23%: Defying Retail Headwinds, Eyes $24.72 Breakout 🛍️📈 Latest Close Data: Macy's closed at $24.33 on 2026-07-23, up +2.23% (+$0.53). The stock is now just $1.77 (-6.8%) below its 52-week high of $26.10. Core Market Drivers: The stock continues to ride momentum from its strong Q1 earnings beat (EPS $0.13 vs. $0.10 est.) and subsequent upward revision of full-year guidance. Positive analyst sentiment, including target price hikes from major banks, is fueling the rally despite broader retail sector challenges. Technical Analysis: The rally was supported by solid volume (4.3M shares). Key momentum indicators are turning bullish: the RSI(6) at 65.6 shows strong buying pressure without being overbought, and the MACD hist
$M gains 2.2% and moves within 7% of its 52-week high
1
Report
691
General
Trend_Radar
·
07-23 20:16

$NVDA is strengthening its lead in the global AI race

$NVIDIA(NVDA)$ $NVIDIA Corp(NVDA) +2.30%: AI Powerhouse Gains Momentum, Eyeing $216 Key Resistance 📈 📊 Latest Close Data NVIDIA closed at $212.06 on 2026-07-23, up +2.30% (+$4.77). This places it -$24.48 (-10.3%) below its 52-week high of $236.54. 🚀 Core Market Drivers The stock surged as the company officially disclosed Vera Rubin platform progress, with NVL72 racks now deployed at key partners like CoreWeave, Google Cloud, Microsoft Azure, and Oracle Cloud. This reinforces its leadership in the AI infrastructure race. Positive market sentiment around AI demand continues to be a primary tailwind, offsetting broader market volatility. 🔍 Technical Analysis Volume was strong at 138M shares (Volume Ratio: 1.17), indicating active institutional partic
$NVDA is strengthening its lead in the global AI race
1
Report
284
General
Trend_Radar
·
07-23 19:36

$GM is breaking out after a blockbuster earnings report

$General Motors(GM)$ $General Motors (GM) Surged +3.28%: Profit Boost Ignites Rally, $82 Breakout Confirmed 🚀 Latest Close Data 📊 Closed at $82.13 on 2026-07-23, up +3.28%. Price is now within 6.3% of its 52-week high ($87.62). Core Market Drivers 🧩 The surge is fueled by a strong Q2 earnings beat and a significant upward revision of 2026 full-year profit guidance by $5B to $14-16B. Optimism is also driven by narrowing EV segment losses and robust demand for high-margin trucks/SUVs in the U.S. Technical Analysis 📈 Volume surged to 13.06M shares (Volume Ratio: 1.71), confirming bullish momentum. The RSI(6) at 76.84 indicates strong buying pressure but is nearing overbought territory. The MACD histogram turned positive to 0.96, signaling a bullish cro
$GM is breaking out after a blockbuster earnings report
Comment
Report
491
General
Pay2Win
·
07-23 12:30
$TSLL 20260724 13.0 CALL$   #MyOptionInvestmentJourney Hi everyone! I am back again this week (July 20) with an update on my option investing journey. For new reader, may refer to my recap section on the context. This week I had sold 2 Covered CALL Option again as my last attempt to sell did not fall through (From my 2 PUT Option back in 20260626). On top of this I have also sold 1 PUT option. I have collected another 72.23 USD for the 2 Covered CALL & 1 Protected PUT in premium — bringing my total Net Revenue since 12th August 2025 to 873.36 USD, which is approximately 14.44% p.a. to date on my capital (currently 6,050 USD).
$TSLL 20260724 13.0 CALL$ #MyOptionInvestmentJourney Hi everyone! I am back again this week (July 20) with an update on my option investing journey...
TOPwindy00: 14%+ only works if TSLL keeps that upside bid, otherwise covered calls cap too much
1
Report
236
General
Trend_Radar
·
07-23 17:31

$T is showing signs that a larger rally may be just beginning

$AT&T Inc(T)$ $AT&T (T) Surges +3.50%: Telecom Titan Reclaims $23, Eyes $25 Resistance 🚀 Latest Close: $AT&T closed at $23.04 on 2026-07-23, up +3.50% (+$0.78). It's now 22.7% below its 52-week high of $29.79. Core Market Drivers: The stock jumped 5.4% on July 22nd, marking its biggest single-day gain since late January, signaling a potential bullish reversal. Persistent negative capital flow over the past week suggests underlying selling pressure, but the strong price action indicates a possible shift in sentiment. High short interest (recently ~10-16%) could fuel a short squeeze if the uptrend continues. Technical Analysis: Volume was elevated at 187M shares (2x avg), confirming the breakout move. RSI(6) spiked to 81.63, entering overbo
$T is showing signs that a larger rally may be just beginning
Comment
Report
9.06K
Selection
Tiger_comments
·
07-23 15:58

Three Earnings, Three AI Realities: Google Monetizes, Tesla Burns Cash, IBM Gets Squeezed

Alphabet, Tesla and IBM reported earnings on the same night—and together they offered one of the clearest snapshots yet of where the AI spending cycle stands. Google showed that AI infrastructure can already drive explosive cloud growth. Tesla showed how quickly AI, robotaxi and robotics investment can consume cash before those businesses generate meaningful revenue. IBM showed another side of the cycle: corporate customers are prioritizing scarce servers, memory and storage, while some traditional IT projects are being delayed. The market is moving past a simple question—“Who is investing in AI?”—and focusing on something harder: Who can turn AI spending into revenue, margins and free cash flow? Google: AI demand is turning into cloud revenue Alphabet delivered the strongest operating gro
Three Earnings, Three AI Realities: Google Monetizes, Tesla Burns Cash, IBM Gets Squeezed
TOP1PC: Nice Sharing 😁 @Barcode @JC888 @Aqa @DiAngel @Shyon @koolgal @SherniceXuan 2000
4
Report
583
General
Fistein
·
07-22 17:22
$Geo Energy Res(RE4.SI)$  $0.8 Target Price -- MBJ project impact on RE4.SI's earnings--   The MBJ project is expected to have a significant positive impact on Geo Energy Resources' (RE4.SI) earnings by structurally lowering its logistics cost and directly improving profit margins on every tonne of coal sold. 1. Direct Cost Reduction & Margin Expansion Mechanism: The MBJ project involves a 92 km haul road and a barge loading facility. By owning this integrated logistics chain, Geo Energy can significantly reduce its reliance on third-party transporters and port operators, which are often major cost components for Indonesian coal miners. Quantitative Impact: While specific cost savings per tonne are not pub
$Geo Energy Res(RE4.SI)$ $0.8 Target Price -- MBJ project impact on RE4.SI's earnings-- The MBJ project is expected to have a significant positive ...
Comment
Report
1.25K
General
Shyon
·
07-22 18:47
I'd pick A) DBS / OCBC / UOB — the banking trio. I've always wanted more flexibility to add to these banks, especially DBS, but a 100-share lot required a much larger upfront investment than I prefer. I'd rather build my position gradually. A 10-share board lot fits my investing style much better. I can split my purchases into smaller batches and DCA monthly instead of committing a large amount at one price. It also gives me more flexibility to manage my cash flow and take advantage of market pullbacks without waiting to accumulate a large sum. This is a great move for retail investors. Lower entry barriers make it easier to build long-term positions in Singapore's quality blue chips. I hope SGX eventually expands this initiative to more high-priced stocks in the future. I'll definitely b

[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?

@Tiger_SG
Big news for Singapore stock investors! Starting 5 October 2026, $SGX(S68.SI)$ is slashing the standard board lot from 100 shares to 10 shares for 11 securities. More details >> sgx.com/stock-exchange/trading 📋 The 11 stocks on the list: $DBS(D05.SI)$ | $Great Eastern(G07.SI)$ | $Haw Par(H02.SI)$ | $Jardine C&C(C07.SI)$ | $JMH USD(J36.SI)$ | $Keppel(BN4.SI)$ | $OCBC Bank(O39.SI)$ | $Pr
[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?
I'd pick A) DBS / OCBC / UOB — the banking trio. I've always wanted more flexibility to add to these banks, especially DBS, but a 100-share lot req...
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @SherniceXuan 2000
5
Report
244
General
TigerOptions
·
07-22 20:20

Why Capital One’s Discover Integration Is Starting to Reveal Its Earnings Potential

$Capital One(COF)$’s second-quarter results offered an early indication of what the combined Capital One–Discover business may earn once acquisition-related distortions and integration expenses begin to settle. The company reported second-quarter net income of $3.0 billion, or $4.73 per diluted share. Excluding specified adjusting items, earnings were $5.81 per share. This compared with $2.2 billion, or $3.34 per share, in the first quarter. Capital One released the figures after trading closed on July 21. Capital One’s official earnings release and SEC-filed version provide the results. Purchase volume increased 26% year over year to approximately $249 billion, while average loans rose 29% to about $255 billion. These comparisons include the enlar
Why Capital One’s Discover Integration Is Starting to Reveal Its Earnings Potential
Comment
Report
164
General
TigerOptions
·
07-22 20:38

Why Charles Schwab Fell Despite Reporting Record Earnings

$Charles Schwab(SCHW)$’s second-quarter report contained record revenue, record earnings and strong asset gathering. Nevertheless, the shares fell approximately 2.5% on July 21. The reaction suggests investors were expecting more than a backward-looking earnings beat. Schwab generated record quarterly revenue of $7.1 billion, up 21% year over year. GAAP earnings reached $1.54 per share, while adjusted earnings were $1.62, this is 42% above the second quarter of 2025. June core net new assets increased 47% to $62.7 billion. Schwab’s July 21 earnings release provides the figures. These results reflect the strength of $Charles Schwab(SCHW)$’s business model. It earns asset-management and administration fees,
Why Charles Schwab Fell Despite Reporting Record Earnings
Comment
Report
178
General
1PC
·
07-22 21:17
💾 Memory Stocks Explode — Can Earnings Keep It Going? SanDisk +14%, SK Hynix +14%, Micron +12% — memory names just lit up the market. Morgan Stanley sees a 25% spike in memory prices, with HBM, DRAM & NAND trends fueling the surge. ETFs absorbed billions in inflows, showing how strong sentiment has become. 🐯 My take: if SK Hynix’s July 29 earnings confirm the upcycle, the rally can broaden further. I lean toward SanDisk & Micron for their valuation appeal, but SK Hynix is the near‑term catalyst. The sector feels like it’s entering a powerful phase — earnings will decide if momentum holds.[Bless] @JC888 @Barcode @Aqa
💾 Memory Stocks Explode — Can Earnings Keep It Going? SanDisk +14%, SK Hynix +14%, Micron +12% — memory names just lit up the market. Morgan Stanle...
Comment
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24