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Tiger_SG
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2025-08-20

Palantir💥 Fair Value at $40? Is it Still Your Favorite?

$Palantir Technologies Inc.(PLTR)$ has fallen for five consecutive days, plunging 10% in a single session yesterday.The biggest headline recently came from Andrew Left, founder of short-selling firm Citron Research, who announced a short position against Palantir. Yet when the news first broke on Friday, the stock only slipped 2%. This sharp selloff feels more like following the trend—when the broader market is ready for a pullback, it often targets the most inflated names. After all, Palantir’s lofty valuation is hardly a new problem.Palantir’s “Fair Price” at $40?Citron had previously argued Palantir would only look cheap around $40 per share, but now they’ve revised their stance, claiming even at that level, the stock is still expensive.Their a
Palantir💥 Fair Value at $40? Is it Still Your Favorite?
TOPShyon: I recognize Palantir’s $Palantir Technologies Inc.(PLTR)$ valuation risk—it’s among the market’s priciest stocks, and the recent selloff shows how quickly sentiment can turn. Still, I’m not too concerned since my entry price is low, giving me enough cushion to stay patient through volatility. Palantir remains a core holding for me. Its consistent revenue growth, improving margins, and profitability are rare in the AI-driven software space. I also believe its moat in government contracts and enterprise adoption supports its long-term potential, even if near-term multiples look stretched. That said, I’m mindful of risks. If the stock breaks below my set support level, I’ll trim my position to control downside exposure. Until then, I’ll continue to hold and watch closely whether upcoming quarters confirm the growth story. In the meantime, I see this pullback as a healthy reset rather than a reason to panic. @Tiger_comments @TigerStars @Tiger_SG
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Tiger_Academy
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2025-08-20

CN Assets Pick|03 Tech Rivalry: How China’s “7 Sisters” Stack Up Against Wall Street’s Big Tech

In recent days, China’s A-share market has ignited a long-awaited rally—Shanghai’s benchmark index broke through a ten-year high, and the total market capitalization of A-shares surpassed the landmark ¥100 trillion for the first time. This wave of momentum has drawn fresh attention to “China assets,” especially the potential of its technology sector.Over the past decade, when people think of the world’s most influential tech companies, their minds go straight to Wall Street’s “Big Tech Seven”: $Apple(AAPL)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $NVIDIA(NVDA)$
CN Assets Pick|03 Tech Rivalry: How China’s “7 Sisters” Stack Up Against Wall Street’s Big Tech
TOPETF_Tracker: Invest in China with Tiger—your one-stop solution To truly understand the global tech map, start with China’s Seven Sisters. Don’t feel locked into U.S. tech—China’s giants are steadily stepping onto the world stage. With low valuations and high growth potential, the window of opportunity is now. Bullish on China but not sure how to allocate? With one Tiger account, you can invest in a range of China-related assets:
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2.24K
General
Barcode
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2025-08-20

📈🏆🥇 #1 Winner from growth of DATs, crypto equities? Robinhood 📈🏆🥇

$Robinhood(HOOD)$ $Coinbase Global, Inc.(COIN)$ $CME Ether - main 2508(ETHmain)$ $CME Bitcoin - main 2508(BTCmain)$ I believe the real winner of this cycle isn’t just Bitcoin or Ethereum, it’s Robinhood. I’m convinced we’re watching a structural migration of retail flows. In the last 12 months, the returns tell the story: $HOOD +467% $BTC +97.3% $ETH +63% $COIN +56.9% I’m looking at Robinhood’s July ‘25 metrics and they’re staggering. Equity trading volumes hit $209.1B, up 100% year-over-year. For perspective, Coinbase processed $230B in retail + institutional volume over an entire quarter (Q2 ‘25). Robinhood c
📈🏆🥇 #1 Winner from growth of DATs, crypto equities? Robinhood 📈🏆🥇
TOPCool Cat Winston: 🌟 That ARKK buy on $HOOD really stands out to me, especially with the CFO unloading $11M at the same time. Institutions stepping in while insiders cash out feels like the classic battleground setup we’ve seen before with $TSLA. Those $2M in call sweeps just add to the conviction.
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48.17K
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Bottom Treasure
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2025-08-20

$NVDA went up 6800% after the Tweet by Citron, Then PLTR will…?

$Palantir Technologies Inc.(PLTR)$ droped more 9% on Tuesday trading.Got caught with 2 contracts $Palantir Technologies Inc.(PLTR)$ at $158 cost, I had thought 160 would hold but it went below😅 maybe low is near?$Palantir Technologies Inc.(PLTR)$ fell due to two news:citron short sell reportbroad base selling of ai companies due to MIT report: 95% of generative AI pilots at companies are failingNews related:However, look at $NVIDIA(NVDA)$ , it went up 6800% after the tweet by citron:If we take a page from history. Then $Palantir Technologies Inc.(PLTR)$
$NVDA went up 6800% after the Tweet by Citron, Then PLTR will…?
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1.97K
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orsiri
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2025-08-20

Polkadot’s Relay Advantage: Why I’m Adding DOT Before 2026

When it comes to Web3 infrastructure, most investors gravitate towards the obvious big names—Ethereum, Solana, maybe Avalanche. Polkadot, by contrast, tends to get left in the drawer like a perfectly good tie that never makes it out to dinner. At just under $4 a token, with a market cap of roughly $6 billion, it is easy to dismiss DOT as a project that missed its chance. I see it differently. I believe Polkadot is positioning itself for a pivotal role in Web3’s next cycle, and its relay-based architecture could turn that undervaluation into opportunity. Relay chains weaving tomorrow’s digital highways The relay chain: a quiet backbone What sets Polkadot apart is not a flashy consumer-facing app, but the design of its base layer. Its relay chain connects a series of specialised parachains,
Polkadot’s Relay Advantage: Why I’m Adding DOT Before 2026
TOPWade Shaw: Can coretime really turn DOT’s undervaluation around?
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2.64K
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xc__
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2025-08-20

Bitcoin Dip Drama: Is $115K a Buy Signal or the Bull Run’s End?

Bitcoin has stumbled to $115,000 after hitting a fresh all-time high near $125,000 last week, marking its fourth peak of 2025 as of August 19. The pullback, fueled by over $570 million in liquidations from profit-taking in the past 24 hours, has left investors questioning the next move. With the S&P 500 at 6,466.58, Bitcoin at $115,000, and oil at $75/barrel amid 30-35% tariffs, the crypto market faces a tense moment. The VIX at 14.49 suggests calm, but macro concerns—looming over the September Fed meeting—are shifting focus from institutional adoption narratives. Is this a healthy dip to buy, or has the bull run run its course? This comprehensive breakdown explores the signals, sentiment, and strategies to navigate the uncertainty. The Dip Breakdown: What Triggered Bitcoin’s Fall? The
Bitcoin Dip Drama: Is $115K a Buy Signal or the Bull Run’s End?
TOPPhyllis Strachey: Are institutions buying Bitcoin’s $115k dip, or waiting for lower?
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Mickey082024
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2025-08-20

Why Conagra Is Trading Margins for Market Share in a Value-Driven Consumer Climate

$ConAgra(CAG)$ Conagra Brands’ latest results and guidance mark a clear strategic pivot: regain unit momentum now—even if it means wearing thinner margins for a while. Management is leaning harder into promotions, value pack architecture, and category rebuilds to put cases back on trucks, at a time when cost pressures (from protein to packaging and tariffs) and a value-hungry consumer leave little room to push price. That “volume-first” posture showed up in fiscal Q4 (ended May 2025) and in the fiscal 2026 outlook, where the company effectively told investors to expect slower profit recovery as it rebuilds demand and share. The market’s reaction was swift: shares slid to multi-year lows after a modest miss and a guidance reset well below consensus,
Why Conagra Is Trading Margins for Market Share in a Value-Driven Consumer Climate
TOPWade Shaw: Will CAG’s volume push actually stick, or hurt margins longer?
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1.59K
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Mickey082024
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2025-08-20

Nvidia Slumps as AI Yields Zero? Market Correction Goes Longer?

$NVIDIA(NVDA)$ signs of fatigue. Nvidia, the crown jewel of the AI hardware ecosystem, slipped 3.5% in the latest session, pulling broader tech sentiment down with it. The decline comes on the heels of an MIT report revealing that as many as 95% of organizations have yet to realize tangible returns from their generative AI investments. Adding fuel to the fire, OpenAI CEO Sam Altman—one of the most visible champions of the technology—issued a pointed warning about a potential “bubble” in AI. His comments, paired with rising corporate doubts about AI monetization, gave investors reason to reconsider the sector’s soaring valuations. For many, this is the first true test of the AI narrative since Nvidia, Microsoft, and other leaders helped drive marke
Nvidia Slumps as AI Yields Zero? Market Correction Goes Longer?
TOPEnid Bertha: Every single earnings period Nvidia suffers from a hit piece or two that brings it right down quickly common sense holds through the turbulence and rockets to new highs ! That’s the playbook guys! Load up here if you can!
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Lanceljx
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2025-08-20
$Palantir Technologies Inc.(PLTR)$   Analysis & Commentary 1. Is the sharp pullback healthy profit-taking or a signal of a deeper correction? Profit-taking after a blow-off top: The 9–10% decline marks Palantir's fifth consecutive day of losses and represents a ~12–15% pullback from its record high, which followed an exuberant post-earnings rally. Analysts point to overvaluation as a key factor, citing forward P/E multiples well above industry norms—ranging from ~214× to over 800×—while the broader S&P 500 averages around 22×.  Overvaluation concerns: Short seller Andrew Left of Citron Research argued the stock is “detached from fundamentals” and suggested a fairer valuation could be near $40. Analy
$Palantir Technologies Inc.(PLTR)$ Analysis & Commentary 1. Is the sharp pullback healthy profit-taking or a signal of a deeper correction? Profit-...
TOPPorter Harry: I’m waiting for this fallback for a long time.
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1.23K
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Lanceljx
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2025-08-20
$Intel(INTC)$   Market Overview (as of August 20, 2025) On August 19, 2025, Intel's stock surged over 6–10%, fueled by a $2 billion strategic investment from SoftBank—purchased at $23 per share—and optimism surrounding a potential 10% equity stake from the U.S. government via conversion of CHIPS Act support . Key Drivers Behind the Rally: SoftBank Investment: Beyond capital infusion, the partnership signals strategic alignment. Given SoftBank’s majority ownership of Arm Holdings, the deal potentially positions Arm as a future foundry client for Intel—supporting Intel’s advanced 18A and 14A process nodes . Government Involvement: Discussions about the U.S. government taking a substantial stake may bolster Big Tec
$Intel(INTC)$ Market Overview (as of August 20, 2025) On August 19, 2025, Intel's stock surged over 6–10%, fueled by a $2 billion strategic investm...
TOPEnid Bertha: Great time to accumulate INTC on the dips, day like today institutions are picking shares from retailers. INTC now is much better shape financially and on the top of this has supports from big investors and the government.
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Mickey082024
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2025-08-20

ASX Approaches 9,000 Milestone: Where Should Investors Buy?

$SPDR® S&P/ASX 200 ETF(STW.AU)$ The Australian Securities Exchange (ASX) is within striking distance of the 9,000-point milestone, a level once thought ambitious but now within reach thanks to resilient corporate earnings, stable commodities demand, and renewed global investor appetite for developed market equities. As global investors eye the ASX, the question shifts from whether the index can sustain its momentum to which individual stocks are best positioned to deliver meaningful returns as the next leg of the bull market takes shape. A Market Riding on Momentum Australia’s equity market has long been tethered to the fortunes of global commodities, the banking system, and the resilience of its consumer base. Over the past two years, the A
ASX Approaches 9,000 Milestone: Where Should Investors Buy?
TOPPorter Harry: Thanks for sharing the precious investment chances!👍
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Mrzorro
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2025-08-20
Jackson Hole Preview: Powell's Moment to Steer Markets Global investors are once again turning their attention to the mountain resort of Jackson Hole, Wyoming, where the Kansas City Fed's annual Economic Policy Symposium will convene later this week from August 21–23. At the center of the event will be Fed Chair Jerome Powell, who is scheduled to deliver his keynote address on Thursday, August 22 at 10:00 a.m. ET. For Wall Street, few gatherings outside of scheduled FOMC meetings carry as much weight as Jackson Hole. Over the years, the symposium has become a stage where central bankers float pivotal ideas, often signaling shifts in strategy that ripple across global markets. Why Jackson Hole Matters History shows that central bankers often use this platform to send decisive policy signals
Jackson Hole Preview: Powell's Moment to Steer Markets Global investors are once again turning their attention to the mountain resort of Jackson Ho...
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Kenny_Loh
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2025-08-20

Mapletree Industrial Trust in Ascending Triangle Consolidation

$Mapletree Ind Tr(ME8U.SI) has been in a downward trend since mid-2022, but recent price action from mid-2025 onward shows a consolidation within an ascending triangle pattern—a bullish signal if resistance is broken.‌ Price is currently around $2.01, sitting on the triangle’s uptrend line, with resistance at $2.08–2.17 and major support at $1.85. Short-term moving averages (20, 40, 50-day) are converging and flat, signaling indecision, while the long-term 200-day MA remains above the price, pointing to persistent downside risk.‌ A breakout above $2.08–2.17 on strong volume would mark a bullish reversal and could target the next resistance zone near $2.25–2.35. On the downside, a break below $2.01, especially $1.85, would negate the triangle pattern and likely lead to further declines. Vol
Mapletree Industrial Trust in Ascending Triangle Consolidation
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xc__
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2025-08-20

Pop Mart’s Record Break: Can the Stock Hit HK$300 This Week?

Pop Mart is rewriting the rulebook with its first-half 2025 results, posting a staggering RMB 13.876 billion in revenue—a 204.4% year-on-year leap that already tops the full-year 2024 total of RMB 13.04 billion. Net profit soared to RMB 4.709 billion, up 362% from last year, outpacing the 2024 full-year profit of RMB 3.4 billion and smashing expectations. With the S&P 500 at 6,466.58, Bitcoin at $124,002, and oil at $75/barrel amid 30-35% tariffs, the rally stands out, though the VIX at 14.49 hints at lurking volatility. The stock, trading at HK$284 as of Tuesday, has surged 270% year-to-date, fueled by a diversified revenue stream where Labubu’s contribution dipped to 34.7% from over 40%, signaling a healthier portfolio. Can this momentum push it to HK$300 this week, or is the valuati
Pop Mart’s Record Break: Can the Stock Hit HK$300 This Week?
TOPValerie Archibald: The highest pT from Citi is $384.50 we are still a long way to get there!
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Igor Rezende
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2025-08-20

Verizon - 2Q 25 - Report Analysis

$Verizon(VZ)$  Overall, Verizon has delivered a strong quarter again, but some numbers require close attention! Consolidated numbers Operating Revenue increased by $1.7 billion, primarily driven by growth in Wireless Equipment Revenue (up by $1.22 billion or 24.54%). The increase in net income and EBITDA was primarily attributed to higher operating revenue. However, this growth was partially offset by a $1.3 billion rise in operating expenses, which was mainly driven by the costs associated with a larger volume of wireless equipment sold. This increase in expenses was due to device upgrades and a shift towards higher-priced devices. The Total Wireless Revenue increased by $1.85 billion, driven by the $1.22 billion increase in Wireless Equipment
Verizon - 2Q 25 - Report Analysis
TOPPorter Harry: Nice article. Thanks for sharing!
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Leonard Grey
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2025-08-20
$STI ETF(ES3.SI)$ outperforming with style! Big 3 banks div yield + REITs recovery = all-in-one value. Never miss bull runs yet survive bears - lazy investing at its best!
$STI ETF(ES3.SI)$ outperforming with style! Big 3 banks div yield + REITs recovery = all-in-one value. Never miss bull runs yet survive bears - laz...
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Antony Kent
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2025-08-20
$YZJ Shipbldg SGD(BS6.SI)$ YZJ Shipbuilding cycle play working! Global order revival + green vessel demand = China's ship king cashing in. Cyclical stocks need patience - holding for upcycle!
$YZJ Shipbldg SGD(BS6.SI)$ YZJ Shipbuilding cycle play working! Global order revival + green vessel demand = China's ship king cashing in. Cyclical...
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Joanne Elinor
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2025-08-20
$Keppel(BN4.SI)$ 's transformation slaying! Data centers + renewables = legacy conglomerate reinvented. Singapore state-backed stability = patient capital's dream!
$Keppel(BN4.SI)$ 's transformation slaying! Data centers + renewables = legacy conglomerate reinvented. Singapore state-backed stability = patient ...
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Hardy Mond
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2025-08-20
$Singtel(Z74.SI)$ 's digital infrastructure paying off! 5G adoption + SEA data center expansion = telco 2.0 transformation. Dividend growth story intact - perfect for passive income!
$Singtel(Z74.SI)$ 's digital infrastructure paying off! 5G adoption + SEA data center expansion = telco 2.0 transformation. Dividend growth story i...
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17.79K
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Tiger_comments
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2025-08-20

$6B into Hedge! Chip Stocks Retreat, Is the Bull Market Over?

A new report published by MIT’s NANDA initiative reveals a sobering reality: while generative AI holds tremendous promise for enterprises, only about 5% of pilot projects deliver rapid revenue growth. For the remaining 95%, implementation falls short — leaving little measurable impact on profits.Affect by the report, chip stocks all pull back, leading by $NVIDIA(NVDA)$.The study highlights a critical “learning gap.” The issue isn’t the models themselves, but rather the fact that most tools and organizations fail to adapt and learn. While tools like ChatGPT thrive with individual users thanks to their flexibility, they often stall in enterprise settings where integration into workflows is key.Perhaps more surprisingly, MIT researchers found a misal
$6B into Hedge! Chip Stocks Retreat, Is the Bull Market Over?
TOPearn a meal: pullback is a healthy practice. it's like human, those who never fall ill will face big illness. but then again small illness might lead to big one depending if the right treatment is given in time. so the big boys are the doc and patient whereas small player are like the small components of the patient. just have to endure to see the results
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