$Microsoft(MSFT)$ While it hasn't surged in this wave of semiconductor FOMO, it perfectly embodies the old adage: "A journey of a thousand miles begins with a single step." Recent Microsoft research offers eye-opening insights from direct feedback of 300 CIOs. The standout data lies in software spending: 2025 IT budgets remain steady at +3.6%, with software leading the charge at +3.8%; the 2026 outlook shows overall budgets accelerating slightly to +3.8%, and software to +3.9%. Microsoft's steady, "slow-burner" growth—averaging +4.1% over the past decade—hits the sweet spot.For MSFT, the biggest prize is GenAI.AI/ML remains firmly atop CIOs' priority list, with hyperscalers emerging as preferred partners and Microsoft leading the pack. Research in
$Serve Robotics Inc.(SERV)$ Serve Robotics has secured a significant partnership with DoorDash to utilize its autonomous delivery robots in Los Angeles, marking a pivotal step in its expansion. The partnership has already resulted in a 17% increase in Serve's stock value and aligns with its goal of doubling its fleet to 2,000 robots by 2025.
$CleanSpark, Inc.(CLSK)$ sharing stock PnL for coins 🙌 CLSK is IREN-ing, while IREN is PLTR-ing. Bought heavily into CLSK to cover my previously short, naked calls. To the option buyer of my calls, kindly exercise your rights to purchase these stocks off me, thanks HAHAHAH. Exercise your rights ASAP, thanks LOL. With so much FORCED love, SPACE ROCKET 🔥🚀 @Tiger_comments @TigerStars @TigerPicks @nomadic_m @Barcode
$Ero Copper(ERO)$ sharing this profitable stock trade for weekly coins. I purchased ERO at around $15 since 11th July in about 3 months collected a decent 59% profit on my initial $2k investments. The bet was when Trump levy 50% tariffs on Brazil and also copper imports and ERO unfortunately is both of this. ERO major mines are in Brazil and guess what they mine? COPPER! Despite the initial further dip to as low as $12.79 by 31st July, ERO now trades at $22.56 at last close. With all the power network and grids being upgraded to support those mega AI centers, copper being a industrial essential won't be taken away no matter how much tariffs are being levied so the miners will still be able to generate profits.
$UNH 20260220 300.0 CALL$ sharing profitable Options trade to collect coins. Chose UNH as I willl likely close this trade in coming days/weeks. Bought this long call at $300 and for moments it dipped well below. Glad I believe its fundamentals are still strong enough to not warrant a 60% drop from its peak and these is still value in insurance company due to it's resilient business nature. Price now rebounded to $367 netting me quite good profit for a single contract. Had a short call at $370 so if that's breaking, will most likely close out the pair and take profit.
🎉🎉Congrats to Weekly Top 5 Most Active & Promising CBA Traders!💰💰
Hey SG Tigers!🐯Another week has gone by, and we are happy to see many amazing tradings from you!🎉🎉🎉Here we present the top 5 most active/promising Cash Boost Account (CBA) traders for the week of September 29th - October 3rd! 🎉🎉We'd like to congratulate @Jameson777@jacksing@AhNan@RickyG@HRHRHRHR@AlanSG@HiddenDragon@Sassysasquatch
Low Margin Panic? Oracle's Data Proves AI Training is Just the Start!
$Oracle(ORCL)$ is transforming from a "status quo defender" to a "disruptor" amid the AI wave. Recent media scrutiny over OCI's (Oracle Cloud Infrastructure) low margins and customer concentration has emerged, while the upcoming Financial Analyst Day will serve as a key catalyst.OCI Growth Path: The "Third Pole" Ambition from $10B to $144BOracle's cloud business is accelerating its evolution. Over the past year, the company has progressively disclosed multiple large-scale AI contracts since its FY28 long-term guidance in October last year: An August 30th 8-K filing revealed that several major deals will contribute over $30 billion in cloud revenue starting from FY28; The Q1 earnings report on September 9 provided five-year guidance for OCI: $18B i
TSMC's Q3 Preview: AI Momentum Fuels Robust Outlook Amid Capacity Constraints
As $Taiwan Semiconductor Manufacturing(TSM)$ approaches its October 16 earnings release, investors are positioning for upbeat signals on artificial intelligence uptake and supply bottlenecks in advanced nodes and advanced packaging. Analysts anticipate the company will project fourth-quarter sales holding steady from the prior period, elevating full-year 2025 dollar-based expansion to the mid-30% zone—far surpassing earlier projections. Management is poised to express optimism regarding data center AI traction, highlighting persistent shortages in 3nm/2nm fabrication and CoWoS through 2026, without delving into next year's formal forecasts or spending plans just yet. Expect reaffirmation of Arizona facility timelines, alongside dism