CommunityConnect with experts, uncover more opportunities
147
General
ShayBoloor
·
14 minutes ago

NVDA: EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027

Hello everyone! Today i want to share some AI trading ideas with you! 1 $IREN Ltd(IREN)$ CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030. With agentic AI token demand projected to rise 24x by 2030, the companies that already control land, power, interconnects & operations are sitting on infrastructure that money alone cannot replicate this decade. 2 SK Hynix just found a way to cool HBM memory from inside the package by cutting thermal resistance by 30% & paving the way for HBM5 stacking. With SK Hynix already supplying a major share of next-gen HBM for $NVIDIA(NVDA)$ Rubin, this shows why memory is becoming
NVDA: EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027
Comment
Report
268
Selection
nerdbull1669
·
13:12

Agentic AI Pivot Validated: Snowflake and Salesforce Capture Enterprise Scale, Turning the 'SaaS Apocalypse' into Structural Financial Acceleration Ahead of Upcoming Earnings.

The software sector has been under immense pressure due to a "SaaS Apocalypse" narrative—the fear that generative AI will disrupt and displace traditional software business models. However, the latest financial results for $Snowflake(SNOW)$ and $Salesforce.com(CRM)$ (reporting Q4 FY2026 results at the end of February 2026) strongly indicate that their pivot to Agentic AI is not just marketing hype; it is actively landing in enterprise production and changing their operational realities. Both companies are scheduled to report their next round of earnings on May 27, 2026, making this a critical moment to evaluate their trajectories. Does the development so far validate their pivot? Yes, the data validates th
Agentic AI Pivot Validated: Snowflake and Salesforce Capture Enterprise Scale, Turning the 'SaaS Apocalypse' into Structural Financial Acceleration Ahead of Upcoming Earnings.
TOPLarisa Olesova: i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.
2
Report
210
General
Trend_Radar
·
12:58

Lithium Giant $SQM Nears Inflection Point Around $80

$Sociedad Quimica Y Minera De Chile SA(SQM)$ $Sociedad Quimica y Minera de Chile (SQM) Rises +1.12%: Lithium Giant Tests $80 Pivot Amid Consolidation 📈 Latest Close Data Closed at $80.18 on May 26, 2026, up +1.12% (+$0.89). The stock remains ~18.2% below its 52-week high of $98.00. 📰 Core Market Drivers Recent price action is influenced by ongoing consolidation near the $80 level. The company's joint venture with Codelco is operational, providing a strategic long-term supply base. However, management's guidance for lithium carbonate prices to remain in a $15-18/kg range for 2026 has tempered near-term bullish sentiment. ⚙️ Technical Analysis Trading volume was 925k shares (Volume Ratio 0.94), indicating subdued activity. The RSI(6) at 27.48 remains
Lithium Giant $SQM Nears Inflection Point Around $80
Comment
Report
133
General
Trend_Radar
·
12:44

$ESLT Consolidates Near $768 as Bulls Eye Key $875 Breakout

$Elbit Systems Ltd(ESLT)$ $Elbit Systems (ESLT) Holds Firm at $767.82: Defense Stock Consolidates, Eyes $875 Breakout 🛡️ Latest Close Data 📊 Closed at $767.82 (USD) on 2026-05-26, up +0.54% (+$4.10). The stock trades ~24.4% below its 52-week high of $1016.06. Core Market Drivers 🧠 The stock showed resilience with a narrow intraday range (~1.9% amplitude). As a leading defense contractor, its performance remains tied to global geopolitical tensions and defense spending trends. Recent capital flow data shows a significant net outflow of ~$313.45M on the latest trading day, indicating some profit-taking pressure amidst consolidation. Technical Analysis 📈 Volume was 134.8K shares, with a Volume Ratio of 1.25, suggesting slightly above-average activity
$ESLT Consolidates Near $768 as Bulls Eye Key $875 Breakout
Comment
Report
210
General
Trend_Radar
·
12:34

$AZO Holds Key Support While Momentum Rebuilds

$AutoZone(AZO)$ $AutoZone, Inc.(AZO) Dips -0.92%: Consolidation Continues Near $3406, Awaiting Catalyst 🛠️ 📈 Latest Close Data Closed at $3406.5 on 2026-05-26, down -0.92% (-$31.68). Currently ~$981.6 below its 52-week high of $4388.11. 🚗 Core Market Drivers The stock is consolidating after recent volatility, with no major company-specific news driving today's action. 📰 Broader market sentiment and sector rotation are likely influencing the current trading range. 📊 Technical Analysis Volume was 512k, with a Volume Ratio of 1.77, suggesting above-average activity. 📈 RSI (6) is at 47.18, indicating neutral momentum and not in overbought or oversold territory. MACD shows a negative histogram (-11.87), but the DIF line is rising, hinting at potential w
$AZO Holds Key Support While Momentum Rebuilds
Comment
Report
720
Selection
宏观姐夫
·
10:50

Guinea Moves on Bauxite Exports: Is Aluminum’s Upstream Cost Curve Being Repriced?

A quiet shift is taking place at the very top of the global aluminum supply chain. Guinea, the world’s largest bauxite producer, plans to announce new export control measures in June. The goal is not to stop exports, but to manage volumes and push prices back to what the government sees as a more reasonable level. Bauxite sits at the starting point of the aluminum chain. It is processed into alumina, which is then used to produce primary aluminum. If bauxite starts to be repriced, the impact will not stop at the mine gate. Alumina, primary aluminum and downstream aluminum products will all have to recalculate their costs. Why Guinea Is Acting Guinea is not short of bauxite. The issue is that it may have been selling too much, too cheaply. In 2025, Guinea’s bauxite exports rose 25% to about
Guinea Moves on Bauxite Exports: Is Aluminum’s Upstream Cost Curve Being Repriced?
1
Report
545
Selection
JC888
·
10:36

US Market soars on last week of May 2026 ?

For the whole of last week, there were a handful of US economic reports out. I half suspect that they did not make any meaningful impact on the US market. This is because, even the increasing negative CPI inflation report, hardly dented the US market, the week before when it was released. Click here ! for more details, give a “Like” or “Repost” ok. Thanks. Reports out last week’s include: 19 May 2026 - Pending Home Sales. 20 May 2025 - Minutes of Fed’s FOMC  21 May 2026 - US jobless claims. 21 May 2026 - S&P Flash US services PMI. 21 May 2026 - S&P Flash US manufacturing PMI 22 May 2026 - US Leading Economic Indicators (LEI). 22 May 2026 - US Consumer Sentiments (Final) for May 2026 Pending Home Sales. Ac
US Market soars on last week of May 2026 ?
TOPJC888: 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..
1
Report
179
Selection
SGX_Stars
·
05-25 23:22

Weekly: 5UF, BSL, OU8, H13, BQF, 1J5 & BTJ directors see Huge Acquisitions

Over the five sessions, 120 director interests and substantial shareholdings were filed for around 50 primary-listed stocks. Directors or CEOs reported 16 acquisitions and five disposals, while substantial shareholders recorded 10 acquisitions and three disposals. 1. $Aspial Lifestyle(5UF.SI)$ Non-Executive Chairman, Koh Wee Seng, has increased his direct stake in Aspial Lifestyle, acquiring a total of 2,108,300 shares between 18 and 21 May at an average price of approximately S$0.419 per share. This lifted his direct interest from 9.94% to 10.06%, with his total interest increasing from 80.78% to 80.87%. The company has also launched an equity fund raising to raise gross proceeds of approximately S$84.8 million, comprising a private placement a
Weekly: 5UF, BSL, OU8, H13, BQF, 1J5 & BTJ directors see Huge Acquisitions
Comment
Report
744
Selection
Tiger_Contra
·
10:25

🎯Institutional Signal: Parsing the Biggest Insider Buys of the Week

Executive Summary Legal insider trading—specifically Form 4 filings—remains one of the most underrated sources of Alpha in the U.S. market. While retail sentiment often chases lagging price action, Smart Money—CEOs, Directors, and 10% Owners—is quietly deploying capital through high-conviction open-market accumulation. This report covers the top 20 insider transactions from May 15 to May 22, 2026, with deep-dive analysis on the highest-conviction signals. The standout cluster buys include $Kalaris Therapeutics Inc.(KLRS)$, $TWFG, Inc.(TWFG)$, and $Patria Investments Ltd(PAX)$, where insiders demonstrated sustained, m
🎯Institutional Signal: Parsing the Biggest Insider Buys of the Week
Comment
Report
711
General
Michael Esther
·
06:57

The AI Power & Cooling Bottleneck Trade Is Just Getting Started

My notes on POWER AND COOLING bottleneck companies: ❄️AI POWER & COOLING PLATFORMS 1. $Vertiv Holdings LLC(VRT)$ ~$327 | Avg PT ~$600. Stock up 291% in a year; 25 analysts see more upside on record $15B backlog and 30% revenue growth. 2. $Eaton Corp PLC(ETN)$ ~$391 | Avg PT~$450. Record Q1 2026 revenue of $7.5B; raised full-year guidance on surging data center and electrical infrastructure demand. 3. $Suncor(SU)$ (Schneider) ~$276 | Avg PT ~$300. Strong Buy consensus; largest global AI power & cooling player by revenue, not directly accessible to most US retail investors. 🔋 POWER GENERATION — Grid/Utilities 4. $Constellat
The AI Power & Cooling Bottleneck Trade Is Just Getting Started
Comment
Report
536
General
pretiming
·
06:44

Why TSLA Is at a Tactical Inflection — Not a Simple Hold

Bottom Line First: The Bullish Zone Is Confirmed — But the Next Move Is a Sell, Not a Buy Tesla (NASDAQ: TSLA) closed the week of May 18 at $426.00, up 0.89% on the week. The number looks quiet. The story underneath it is anything but. Two weeks ago, TSLA made one of the most significant structural moves in its recent history: a confirmed zone transition from a prolonged 30-week Bearish baseline of -26% into a genuine Bullish Zone — not a momentum bounce, not a dead-cat recovery, but a full structural crossing of 65 percentage points from baseline to current. The probability of returning to a Bearish Zone in the next 10 weeks stands at 0%. And yet, the most important action point in this week's report is not a buy. It is a sell — specifically, a sell target of $436.00 between May 18 and Ma
Why TSLA Is at a Tactical Inflection — Not a Simple Hold
Comment
Report
261
General
pretiming
·
06:36

From EVs to AI: Tesla’s Next Transformation

The Market Verdict First: The Most Watched Stock in the World Just Changed What It Is — and Markets Are Still Figuring Out the Price For most of its history as a public company, $Tesla Motors(TSLA)$ was classified as an automaker — an unusual one, but ultimately a company that made vehicles and derived revenue from selling them. That classification is now obsolete. In 2026, Tesla is in active transition into a hybrid AI, autonomous mobility, and humanoid robotics platform — and the market's attempts to price that transition are creating one of the most significant valuation debates in the current equity cycle. What happens with Tesla has implications that extend far beyond the individual stock. The success or failure of TSLA's AI pivot affects how
From EVs to AI: Tesla’s Next Transformation
Comment
Report
1.05K
General
SmartReversals
·
07:04

$MELI, $TSM, $IWM, and $PLTR Approach Critical Technical Levels

Market momentum is becoming increasingly tactical as select leaders test key technical inflection points. From $MELI rebounding sharply off oversold conditions to $TSM and semis flashing overbought signals, traders are watching whether momentum can continue or if mean reversion takes over. Meanwhile, small caps and growth names like $IWM and $PLTR are approaching critical breakout zones that could determine the next phase of market direction. 1. $MercadoLibre(MELI)$ Last week, $MELI stood out as an overextended bear with high probabilities for a reversal. The stock rallied 7.6% during the week, reaching $1,708, a level included in the screener shared in the Founding Members Hub, where levels for MELI, $SPX and megacaps are updated daily. Keep an e
$MELI, $TSM, $IWM, and $PLTR Approach Critical Technical Levels
TOPShenfuxu: i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.
1
Report
1.20K
General
PeterDiCarlo
·
07:02

$ARM Leads While $AMGN and $CRWV Test New Bull Cycle Zones

Bullish momentum continues to build across biotech and AI infrastructure names, with several stocks either breaking out or testing key bull cycle zones. From $ARM extending its powerful rally to $AMGN, $BMY, and $CRWV setting up for potential continuation moves, the focus remains on strong structure, improving buying pressure, and high-probability technical setups. 1. $Amgen(AMGN)$ $AMGN showing strength again inside its bull cycle. This setup has led to a move toward $400 within 30–90 days about 63% of the time. Structure remains bullish. If the bounce is going to happen, this is the spot. Combined Signal System has now flipped long. 2. $ARM Holdings(ARM)$ This $ARM breakout has been impressive. Up about
$ARM Leads While $AMGN and $CRWV Test New Bull Cycle Zones
TOPMich Cahill: i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.
1
Report
1.99K
General
pretiming
·
06:33

Will Strengthening Buy Flow Push $TSLA Back Above $436?

$Tesla Motors(TSLA)$ ⚡ Key Takeaway TSLA has made a genuine structural zone transition — crossing into the Bullish Zone from a 30-week Bearish baseline of −26% — but the position is just two weeks old and is currently carrying a −0.5% unrealized loss from the $428.40 entry, reflecting the correction pressure that has been in play since entry. A notable development this week is the reversal of buy-sell flow: after weakening during the early correction, buying flow is strengthening again — which is the structural signal behind the near-term sell window at $436.00 this week or next. The 10-week directional balance is meaningfully different from the other reports this week: TSLA is projected upward 60% of sessions versus downward 40%, with three disti
Will Strengthening Buy Flow Push $TSLA Back Above $436?
Comment
Report
3.15K
General
Trend_Radar
·
05-25 22:10

$PINS Will Reclaim $20 as Momentum Gradually Improves

$Pinterest, Inc.(PINS)$ $Pinterest, Inc.(PINS) Rises +2.33%: AI Restructuring Pains Ease, $19 Pivot Holds Firm Latest Close Data 📊 Closed at $19.29 on 2026-05-25, up +2.33%. Currently sits 51.7% below its 52-week high of $39.93. Core Market Drivers 🚀 The stock is stabilizing after recent volatility driven by its major AI-focused restructuring, which included plans to cut up to 15% of its workforce. This follows a strong Q1 earnings beat in early May, where revenue grew 18% YoY and the company announced a $2B share buyback. Technical Analysis 📈 Volume was 12.79M shares (Volume Ratio 0.85), indicating average participation. The 6-day RSI has jumped to 44.75, recovering from oversold territory (previously ~33), signaling a potential short-term moment
$PINS Will Reclaim $20 as Momentum Gradually Improves
TOPLim Wei Ting: i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.
4
Report
3.94K
Selection
Dividend_Earnings_Tracker
·
05-25 19:59

🎁Weekly EPS Growth & Dividend Leaders: MRVL, CRM, PDD, BMO, BNS & More

😀Hi Tigers, As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between May 25 and May 29. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: MRVL, CRM, PDD, BMO, BNS & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in
🎁Weekly EPS Growth & Dividend Leaders: MRVL, CRM, PDD, BMO, BNS & More
TOPTigerAI: Weekly EPS Growth & Dividend Leaders Analysis As of May 25, 2026, the following stocks—Marvell Technology (MRVL), Salesforce.com (CRM), PDD Holdings Inc (PDD), Bank of Montreal (BMO), and Bank of Nova Scotia (BNS)—are exhibiting notable performance indicators in terms of EPS estimates and dividend yields. Here's an overview based on current market data: Stock Highlights | Stock | EPS (TTM) | Trading Volume | Current Price (USD) | Dividend Yield (%) | Analyst Target Price | P/E Ratio | Market Cap (B USD) ||-----------|-----------|----------------|---------------------|---------------------|----------------------|-----------|---------------------|| MRVL | 3.07 | 19.82M | 196.33 | 0.24 | 145.22 (Mean) | 63.95 | 171.90 || CRM | 9.44 | 12.63M | 180.07 | 1.69 | 264.29 (Mean) | 23.09 | 142.80 || PDD | 8.84 | 635.13K | 94.52 | — | 142.80 (Mean) | 10.02 | 73.26 || BMO | 4.97 | 1.26M | 160.93 | 4.72 | 203.86 (Mean) | 18.20 | 113.44 || BNS | 7.80 | 10.18M | 79.78 | 3.16 | 67.09 (Mean) | 16.05 | 98.63 | Key Takeaways Earnings Performance: Marvell Technology (MRVL) leads in EPS at $3.07, indicative of solid profitability, yet has significant volatility as shown by its high P/E ratio of 63.95. Salesforce.com (CRM) maintains a robust EPS of $9.44, coupled with a reasonable P/E of 23.09, reflecting a well-balanced growth and market performance. Dividend Insights: Bank of Montreal (BMO) offers the highest dividend yield at 4.72%, an attractive prospect for income-focused investors. Bank of Nova Scotia (BNS) follows with a decent yield of 3.16%, highlighting its consistent performance in return generation. Market Sentiment: All stocks are recommended for further evaluation, with mixed but generally positive analyst sentiments. MRVL and CRM have substantial upside potential in analyst target prices compared to their current trading prices, indicating investor optimism. Volume Trends: Trading volumes vary significantly, with MRVL leading at 19.82 million shares, which might indicate higher investor interest and liquidity. Conclusion The analysis of selected stocks shows a mix of promising EPS growth and varying dividend yields, making them potential candidates for investors focused on earnings performance and income. Stocks with higher analyst target prices such as CRM and BMO may indicate strong future prospects. As always, investors should conduct their own due diligence and consider market conditions before making investment decisions. Disclaimer: TigerAI is provided solely as a tool to assist with investment research. Any content generated is for informational purposes only and does not take into account your personal objectives, financial situation, or needs. It does not constitute any investment advice, offer, solicitation, or recommendation regarding any financial products or strategies. We do not guarantee the accuracy or completeness of the content, and past performance is not indicative of future results. You should not make any investment decisions based solely on the output. Always conduct your own research and consult a licensed financial advisor where appropriate.
8
Report
8.64K
Selection
Dividend_Earnings_Tracker
·
05-18

🎁Weekly EPS Growth & Dividend Leaders: NVDA, WMT, MUFG, TGT & More

😀Hi Tigers, As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between May 18 and May 22. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: NVDA, WMT, MUFG, ADI, TJX & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to invest
🎁Weekly EPS Growth & Dividend Leaders: NVDA, WMT, MUFG, TGT & More
TOPTigerAI: Here’s a detailed overview of the earnings forecasts and dividend implications for potential outperformers in the upcoming earnings season, focusing on NVIDIA (NVDA), Walmart (WMT), Mitsubishi UFJ Financial Group (MUFG), Target (TGT), Analog Devices (ADI), and TJX Companies: 1. NVIDIA (NVDA) Forecast Summary: Next Earnings Report: May 20, 2026 2026FY Forecast EPS: $8.30 (compared to the previous $0.60 last fiscal) 2027FY Gross Income Estimate: $368.36 Billion Market Sentiment: Strong buy sentiment reflected by 57 analysts recommending the stock, largely focused on AI and gaming sectors driving growth. Current Stock Price (May 18, 2026): $225.32 2. Walmart (WMT) Forecast Summary: Next Earnings Report: May 21, 2026 2026FY Forecast EPS: $2.91 (up from $0.63) 2027FY Gross Income Estimate: $748.54 Billion Market Sentiment: Solid performance following the expansion in e-commerce and grocery delivery; bullish sentiment with a majority of analysts recommending buy. Current Stock Price: $131.45 3. Mitsubishi UFJ Financial Group (MUFG) Forecast Summary: Next Earnings Report: May 25, 2026 2026FY Forecast EPS: $1.64 (increase from last year) 2027FY Gross Income Estimate: $37.93 Billion Market Sentiment: Analysts remain cautious but recognize stability in earnings amidst regulatory changes. Current Stock Price: $18.84 4. Target (TGT) Forecast Summary: Next Earnings Report: May 20, 2026 2026FY Forecast EPS: $8.11 (compared to $2.04) 2027FY Gross Income Estimate: $107.15 Billion Market Sentiment: Mixed signals with half of analysts rating the stock positively; concerns about inflation affecting consumer spending. Current Stock Price: $121.54 5. Analog Devices (ADI) Forecast Summary: Next Earnings Report: May 20, 2026 2026FY Forecast EPS: $11.44 2027FY Gross Income Estimate: $15.55 Billion Market Sentiment: Optimism about demand for semiconductor solutions, especially in industrial applications; bullish outlook with solid buy ratings. Current Stock Price: $417.49 6. TJX Companies (TJX) Forecast Summary: Next Earnings Report: May 20, 2026 2026FY Forecast EPS: $5.12 2027FY Gross Income Estimate: $63.83 Billion Market Sentiment: Robust pricing strategies and inventory management boost forecasts; analysts generally positive. Current Stock Price: $147.43 Conclusion The earnings forecasts for NVDA, WMT, MUFG, TGT, ADI, and TJX indicate strong potential for growth, particularly driven by robust consumer demand and strategic market positioning. As this earnings season progresses, monitoring these stocks can provide insights into broader market trends and investment opportunities. Disclaimer: TigerAI is provided solely as a tool to assist with investment research. The content generated is for informational purposes only and does not take into account your personal objectives, financial situation, or needs. It does not constitute any investment advice, offer, solicitation, or recommendation regarding any financial products or strategies. We do not guarantee the accuracy or completeness of the content and past performance is not indicative of future results. You should not make any investment decisions based solely on the output. Always conduct your own research and consult a licensed financial advisor where appropriate.
6
Report
3.05K
Selection
Capital_Insights
·
05-21

$BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? 💭

Tiger Research Team maintains a BUY rating and $30.00 Price Target on $Bilibili Inc.(BILI)$ after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on
$BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? 💭
TOPHyeonju: i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.
2
Report
2.19K
Selection
Capital_Insights
·
05-25 11:39

$JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭

Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on $$JD.com(JD)$$ following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear
$JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭
4
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24