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8 minutes ago

Nvidia’s Numbers Are Strong. Wall Street Is Asking: Where Is the Money Coming From?

Nvidia has largely answered the question of whether AI demand remains strong. Investors are now examining how its customers finance GPU purchases—and how much risk Nvidia is assuming to keep the infrastructure boom moving. Nvidia jumped 8.7% in the first session after earnings, lifting the Philadelphia Semiconductor Index by 2.3%. One day later, NVDA fell 4.6%. Fed Chair Kevin Warsh’s hawkish remarks pushed Treasury yields and rate-hike expectations higher, but monetary policy was not the whole story. Friday’s decline was likely driven by three overlapping factors: Higher rates pressured technology valuations. Investors took profits after Thursday’s 8.7% surge. Concerns about circular financing, customer spending and falling margins returned to the spotlight. The earnings were genuinely st

Nvidia’s Numbers Are Strong. Wall Street Is Asking: Where Is the Money Coming From?

# Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

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544

Investforget

08-17

S&P 500 reaching another record high is exciting, but I don’t think a new high automatically means it’s time to buy aggressively. There are plenty of reasons to remain optimistic. Many of the largest companies in the index continue to report strong earnings, while AI, cloud computing and other technology trends are creating new opportunities for businesses. If corporate earnings continue to grow, today’s expensive-looking valuations could look more reasonable several years from now. Still, I think investors should be careful about getting caught up in the excitement. Markets don’t move higher in a straight line, and periods of strong momentum can make it easy to underestimate the possibility of a correction. Buying simply because everyone else is making money can be a dangerous strateg

S&P 500 reaching another record high is exciting, but I don’t think a new high automatically means it’s time to buy aggressively. There are plenty ...

# Look Back, Trade Forward| review in August, planning for September

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217

TigerPicks

22 minutes ago

🎁Weekly EPS Growth & Dividend Leaders: AVGO, PANW, DELL, SNOW, GS and more

😀Hi Tigers, As the Q2 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 August 31 and September 4. 🎁Weekly Higher EPS Estimates: AVGO, PANW, DELL, MDT, SNOW & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings r

🎁Weekly EPS Growth & Dividend Leaders: AVGO, PANW, DELL, SNOW, GS and more

# 💰Stocks to watch today?(31 August）

TOPTigerAI: Weekly EPS Growth & Dividend Leaders Overview As we analyze the potential outperformers from the EPS growth and dividend performance of various stocks leading up to their earnings reports scheduled between August 31 and September 4, here are some key highlights and forecasts for selected companies: 1. Broadcom Inc. (AVGO) Earnings Forecast: Expected EPS: $3.24 Gross Income: $29.36B EBIT: $19.73B Analyst Ratings: 15 recommend, 32 buy, 4 hold. Price Trend: Currently trading at $368.79 with a support level at $335.72 and resistance at $401.37. Forecast Conclusion: Broadcom is expected to report strong earnings driven by significant revenues; positive market sentiment is reflected in bullish options activity. 2. Palo Alto Networks (PANW) Earnings Forecast: Expected EPS: $3.78 Gross Income: $11.40B EBIT: $3.31B Analyst Ratings: 14 recommend, 30 buy, 12 hold, 1 underperform. Price Trend: Trading at $371.59, with a support price of $243.04 and resistance at $382.47. Options Activity: Notable activity observed in both call and put options indicates investor uncertainty regarding upcoming results. Forecast Conclusion: Strong EPS growth anticipated, supported by increasing revenue; investor sentiment appears cautiously optimistic. 3. Dell Technologies Inc. (DELL) Earnings Forecast: Expected EPS: $1.67 compared to last year’s $X.XX Gross Income: Expected boost from productivity improvements. Analyst Ratings: Mixed sentiment with a balance between hold and buy recommendations. Stock Performance: Recently at $456.24, reflecting volatility with recent fluctuations influencing market sentiment. Forecast Conclusion: Dell is largely expected to meet or slightly exceed earnings estimates; continuing investor focus on operational efficiencies may provide upward momentum. 4. Home Depot (HD) Earnings Forecast: Expected EPS: $3.41 Gross Income: $7.32B EBIT: $3.55B Analyst Ratings: 6 recommend, 15 buy, 16 hold, 1 sell. Price Trend: Currently trading at $330.19; recent performance shows slight depreciation. Forecast Conclusion: Earnings are anticipated to be stable, driven by strong sales from home improvement sectors, although competition in the sector remains a concern. 5. Northrop Grumman (NOC) Earnings Forecast: Expected EPS: $7.17 Gross Income: $11.14B EBIT: $1.19B Analyst Ratings: Generally cautious, with recommendations split between buy and hold. Price Trend: At $545.57 with a support/resistance range indicating potential volatility. Forecast Conclusion: Expected to perform well, correlating with defense sector spending; investors may want to monitor government budget decisions closely. 6. Copa Holdings (CPA) Earnings Forecast: Expected EPS: $4.22 Market Response: Mixed reactions with fluctuations in travel demand impacting earnings outlook. Stock Performance: Trading at $129.50, indicating shallow recovery from previous lows. Conclusion The upcoming reporting period holds significant promise for several major stocks in terms of EPS growth and dividends. These companies, including AVGO, PANW, and DELL, highlight strength in their respective sectors, underlining the importance of operational efficiencies and market dynamics in shaping investor sentiment and market performance. Furthermore, as investment decisions are crucial, it's essential to conduct thorough personal research and consider a consultation with a licensed financial advisor before making investment moves. 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.

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Madeleine Oldham

12:06

[GUIDE] Before You Enter A Trade, Do THIS First (The 4-Step Pre-Flight Protocol)

Most traders don't blow up accounts because their entry setups are wrong—they blow up because they execute order entries backwards. They pick a target, size up based on greed, and try to figure out where to place the stop loss after price starts tanking against them. Professional desk traders run a non-negotiable pre-execution protocol. If a setup fails even one step of this sequence, the trade is dead before order submission. $NVIDIA(NVDA)$ $SpaceX(SPCX)$ 1. Locate the Invalidation Level (Not Just a Stop Price) Before touching an entry order, identify the exact price level where your technical setup is proven false. Long Setups: Below key swing lows, major demand zones, or structural support. Short Setup

[GUIDE] Before You Enter A Trade, Do THIS First (The 4-Step Pre-Flight Protocol)

# Trade Feed: Who is your favorite trader?

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118

Captain Ashford

14:30

$Vault Minerals Ltd(VAU.AU)$ Sold anticipating a pullback. Didn't quite call the top, but a nice trade nonetheless.

# Winning Trades

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246

Keith Farnsworth

14:18

Warsh Speaks: Is the Market About to Shift Can AI Still Run

After Warsh’s remarks, markets are once again pricing in higher odds of a rate hike: Treasury yields ↑, USD ↑, Nasdaq under pressure. But I don’t think the AI story is over — it’s starting to separate winners from losers. 🔥 Stocks I’m watching in the US: NVIDIA（‌$英伟达(NVDA)$ ‌）— The core AI chip play. On a pullback, I’m watching earnings and capex. Microsoft（‌$微软(MSFT)$ ‌） — Azure + Copilot. A more mature AI monetization story. GOOGL（‌$谷歌A(GOOGL)$ ‌） — Advertising cash flow + Cloud + AI. Strong core business. Amazon（ ‌$亚马逊(AMZN)$ ‌) — Cloud + AI. The key question is whether

Warsh Speaks: Is the Market About to Shift Can AI Still Run

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239

Shyon

10:37

As we enter September, I’m watching the $Straits Times Index(STI.SI)$ closely after it gained 0.19% last week to 5,699.93. SGX, banks and telecoms supported the index, while Greater China tech remained weak. $SGX(S68.SI)$ record FY2026 results and strong dividend also stood out. This week, my focus shifts to Singapore’s August PMI, July trade data and foreign reserves, which should provide clues on manufacturing, exports and SGD stability. I’m also watching Friday’s dividend and REIT distributions, particularly APAC Realty, $Keppel DC Reit(AJBU.SI)$ ,

SGX Market Weekly Preview: STI Edges Up 0.19%; Dividend Windfall & August PMI in Focus

@SGX_Stars：

Week of September 1 – 4, 2026 1. Market Recap: STI Gains 0.19% For the week ended August 28, the $Straits Times Index(STI.SI)$ gained 0.19% to close at 5,699.93, as strength in banks, telecom, and the bourse operator offset sharp declines in Greater China tech SDRs. Defensive yield positioning and SGX Group's record FY2026 results helped the index hold its ground. Top-performing sectors included Interactive Home Entertainment (+7.50%), Specialized Finance (+6.37%), Advertising (+5.37%), Renewable Electricity (+4.61%), and Specialty Stores (+3.97%). Key stock movers: $SGX(S68.SI)$ +2.49% — The bourse operator advanced on rising regional trading volumes and derivatives activity, alongside its record FY2

SGX Market Weekly Preview: STI Edges Up 0.19%; Dividend Windfall & August PMI in Focus

As we enter September, I’m watching the $Straits Times Index(STI.SI)$ closely after it gained 0.19% last week to 5,699.93. SGX, banks and telecoms ...

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JC888

11:38

NVDA cont'd to rise after Q2 earnings?

After a nerve-wrecking wait, $NVIDIA(NVDA)$’s Q2 2027 earnings were finally released. They did not disappoint. Interestingly, NVDA has: Recorded a 7-day losing streak thru Monday. Rebound marginally on Tuesday. Fell again, on Wednesday by -1.59%, prior to earnings released after US market close. (see below) NVDA reported better-than-expected (a) fiscal second-quarter results and (b) issued estimates’ topping revenue guidance. As a result, the stock jumped +4% on the company’s forecast for next fiscal year. Q2 2027 Earnings. Below are company’s actuals versus analysts’ consensus, according to LSEG. Earnings per share (adjusted): was $2.22 vs Wall Street’s forecast of $2.10 vs Q2 2026’s $1.05; that’s +111.43% YoY gain. (see below) Revenue: was $96.2

NVDA cont'd to rise after Q2 earnings?

# Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

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..

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114

Lanceljx

13:32

I would choose tech, but add gradually rather than chase. Warsh’s message materially changes the near-term regime. He explicitly said 2% PCE is a “firm, fixed target”, financial conditions are not broadly restrictive, labour markets are consistent with full employment, and inflation progress has been modest. Markets now price roughly a 60% probability of a September hike, while Barclays has shifted to expecting September and December hikes. My ranking would be Tech > Gold > BTC for the next several months. Tech faces valuation compression from higher yields, but AI capex and earnings growth provide a fundamental earnings anchor. Gold remains attractive structurally, but after its enormous run, a stronger dollar and rising real yields could force further consolidation. Bitcoin i

I would choose tech, but add gradually rather than chase. Warsh’s message materially changes the near-term regime. He explicitly said 2% PCE is a “...

# Warsh Debuts Hawkish at Jackson Hole; September Hike Odds Near 60%?

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AfraSimon

07:14

$AVGO Earnings Thursday: The Custom AI Chip Story Is Getting Bigger

$Broadcom(AVGO)$ will report earnings Thursday, and expectations are already high. Analysts are looking for: 💰 Revenue: $29.4B, +84.5% 📈 Adjusted EBITDA: $20B, +86.6% 💵 Net Income: $16B, +287% 🔥 EPS: $3.24, +268% 💸 FCF: $14B, +99% But the bigger story for me is still custom AI silicon. Broadcom is working with OpenAI on its Jalapeño inference chip, which was designed specifically for AI workloads. OpenAI's published benchmarks show strong performance and power-efficiency advantages versus Nvidia's GB200/GB300 on several inference workloads. And OpenAI isn't the only hyperscaler working with Broadcom. $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ are also d

$AVGO Earnings Thursday: The Custom AI Chip Story Is Getting Bigger

# 💰Stocks to watch today?(31 August）

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TigerNews_SG

09:08

SG Morning Call | Singapore Stocks Open Lower; STI Down 0.11%; AEM SGD Slides 2%, Kep Infra Tr Gains 1%; OCBC, DBS Rise

Market Snapshot Monday, August 31, Singapore shares commenced the session in negative territory, with the Straits Times Index (STI) declining 0.11%. $AEM SGD(AWX.SI)$ slid over 2%, $UMS(558.SI)$ fell 1.8%, and $JMH USD(J36.SI)$ retreated 0.77%. In contrast, Kep Infra Tr climbed nearly 1%, while OCBC Bank and DBS added 0.7% and 0.5%, respectively. Stocks in Focus The following companies saw new developments that may affect trading of their securities on Monday (Aug 31): ComfortDelGro : A consortium formed by ComfortDelGro (CDG) and French transport company RATP Dev will operate and maintain all four lines of the Copenhagen metro system from September 2027,

SG Morning Call | Singapore Stocks Open Lower; STI Down 0.11%; AEM SGD Slides 2%, Kep Infra Tr Gains 1%; OCBC, DBS Rise

TOPBorisBack: 0.11% on the STI is basically noise. For dividend names like DBS and OCBC, the bigger thing is whether fundamentals stay steady

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nerdbull1669

09:40

The AI Memory Paradox: Unpacking the Disconnect Between Nvidia’s $279 Billion Commitments and Lagging Memory Stocks

Despite $NVIDIA(NVDA)$ Nvidia’s announcement that multi-year purchase commitments tripled from $119B to $279B—driven primarily by High-Bandwidth Memory (HBM) procurement—leading memory stocks like $Micron Technology(MU)$ Micron (MU) and $Western Digital(WDC)$ Western Digital (WDC) have suffered sharp pullbacks and sideways consolidation. Micron touched peak levels above $1,250 in late June before entering a 35%+ drawdown, while sector ETFs slid into bear market territory. In this article we would be examining the root causes of market anxieties driving investor hesitancy: Cyclical Overcapacity Fears: Lingering trauma from historical memory boom-and-bust cycles and c

The AI Memory Paradox: Unpacking the Disconnect Between Nvidia’s $279 Billion Commitments and Lagging Memory Stocks

# Memory Prices Just Confirmed by Their Biggest Buyer — So Why Are Memory Stocks Lagging?

TOPMyrnaNorth: HBM4 qualification and 80%+ gross margin durability matter more than the pullback here. If those two slip, the whole memory rerate probably stays capped

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daz999999999

09:54

CMBC Capital : Join Together, Fight Manipulative Stock Trading In HK Stock Market

$CMBC CAPITAL(01141)$ How the Pump and Dump Scam Operation Works The "Stock Master" Trap: Fraudsters pose as financial experts ("Professor Chan" or "Mali Chan") alongside an assistant or co-host ("Ella") on messaging apps like WhatsApp or Telegram. They build trust by sharing market analysis and seemingly profitable stock recommendations. The Pump and Dump: Group members are instructed to buy shares of a specific, low-volume stock—in this case, CMBC Capital—at an exact price range (reported around $4.45 to $4.92). The Crash & Finger-Pointing: Once retail investors artificially inflate the stock price, the operators dump their millions of shares, causing the price to crash. When "students" demand answers for their sudden losses, the scam

CMBC Capital : Join Together, Fight Manipulative Stock Trading In HK Stock Market

# 💰Stocks to watch today?(31 August）

TOPfuzzyoo: Buying was the easy part for them dumping was the script. This is straight up fraud, where was HKEX when it was getting ramped there?

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Option_Movers

11:00

Option Movers | Nvidia's $7.73M Synthetic Call Signals Bullish Flow; Strategy's $1.77M Call Sale Points to Caution

Market Overview Wall Street's main indexes ended lower on Friday (August 28), with investors turning cautious after Federal Reserve Chair Kevin Warsh reiterated the central bank's focus ‌on fighting inflation, increasing prospects for a rate hike. Regarding the options market, a total volume of 72,076,112 contracts was traded, of which 58% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $AMZN(AMZN)$, $MU(MU)$, $SPCX(SPCX)$, $MSFT(MSFT)$,

Option Movers | Nvidia's $7.73M Synthetic Call Signals Bullish Flow; Strategy's $1.77M Call Sale Points to Caution

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370

TigerStars

12:22

🏆 TigerStars Weekly Spotlight: (Aug 24-30) Top Creators

🏆 TigerStars Weekly Spotlight: (Aug 24-30) Top Creators 🐯Hi Tigers, Every week, we shine a light on the voices driving our community forward — the creators whose insight, consistency, and engagement set the bar for the Tiger Brokers English community. Here's who topped the charts this week 👇 Click on any creator's name to check out their content and join the conversation in the comments! 📈 Top 10 — Post Views (PV) Creator Article @Shyon I'm continuing to DCA into ServiceNow ($NOW) because I still believe the long-term fundamentals remain much stronger than the short..... @DipBuyerZ Nvidia Crushes Earnings, Semis Rally — Is It Time to Chase?

🏆 TigerStars Weekly Spotlight: (Aug 24-30) Top Creators

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TigerStars

12:22

🏆Weekly (Aug 24-30) Tiger Brokers TOP Contributors Awards Winners List

Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1.Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 @Shyon $15 @Madeleine Oldham $15 @Stock Market Pioneer $10 @JC888 $10

🏆Weekly (Aug 24-30) Tiger Brokers TOP Contributors Awards Winners List

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koolgal

08-27

Why Nvidia's Masterclass Sent Shockwaves Through Wall Street

🌟🌟🌟As an $NVIDIA(NVDA)$ investor, watching the numbers flash across the screen on a night of absolute corporate triumph is nothing short of exhilaration. While some cautious day traders spent the first few minutes after the bell sweating over a temporary headline stutter, the real story unfolded on the conference call. The market responded with a definitive roar, sending Nvidia's stock surging over 4% in after hours trading. Make no mistake: This is the long term view vindicated in real time. NVIDIA has delivered a comprehensive top and bottom line beat that completely resets our understanding of global compute demand. NVIDIA has once again defied the laws of economic gravity, proving its visi

Why Nvidia's Masterclass Sent Shockwaves Through Wall Street

# Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

TOPzippixo: Five years in and the thesis still looks simple: Nvidia is the power plant of AI. The real debate is how much Blackwell absorbs of cloud capex over the next few years

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Madeleine Oldham

08-30 22:54

[EXECUTION PROTOCOL] 3 Simple Steps To Risk Smarter On Every Trade

Most retail traders spend 90% of their energy hunting for perfect entry triggers, yet their equity curve lives or dies by what happens after the order fills. If you calculate how much you stand to profit before you calculate where your setup is proven wrong, you are trading on hope rather than probability. Trading smarter isn't about avoiding losses it's about making losses mathematically irrelevant to your survival. $Intel(INTC)$ $Uber(UBER)$ Systematic execution treats risk management as an exact business accounting practice.. Step 1: Identify Invalidation Before Exposure Never set a stop-loss based on an arbitrary dollar amount or a rounded pip/point count. Your stop-loss must be placed at the precise

[EXECUTION PROTOCOL] 3 Simple Steps To Risk Smarter On Every Trade

# Trade Feed: Who is your favorite trader?

TOPHenryHoward: The weak spot is retail traders rarely identify invalidation that cleanly. Fake breaks take you out first, then the move works lol

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Madeleine Oldham

04:10

[SURVIVAL MANUAL] Risk 1% And Trade Another Day (Beginner Must Read)

The fastest way to liquidate a trading account isn't having a bad entry strategy—it's letting a single bad trade destroy your capital base. Novice traders often approach markets asking, "How much money can I make on this trade?" Professional traders ask, "How much capital am I willing to lose if my thesis is wrong?" Enforcing a strict 1% Risk Cap transforms trading from an emotional gamble into a repeatable, statistical business. The Asymmetric Math of Drawdowns Why is 1% the universal benchmark for retail risk management? Because account recovery is non-linear. As your drawdown deepens, the percentage gain required just to get back to breakeven explodes exponentially: 10% Account Loss --> Requires an 11.1% Gain to Break Even 20% Account Loss --> Requires a 25.0% Gain to Break Even 5

[SURVIVAL MANUAL] Risk 1% And Trade Another Day (Beginner Must Read)

# Trade Feed: Who is your favorite trader?

TOPgleezy: A 30% drawdown needs about 42.9% just to get flat again. That math messes with your head way more than most beginners expect

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