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1.36K
General
Mkoh
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2025-11-26

Google's Ironwood TPU: Is This the AI Goldmine That Finally Makes Alphabet Unstoppable?

I've been watching Alphabet—Google's parent company—for years, ever since those early days when it seemed like the search giant was coasting on ad revenue while the rest of tech chased shiny new toys like EVs and crypto. But man, has that narrative flipped. With AI exploding into every corner of our lives, Google's quiet bet on custom silicon is starting to look like the kind of long-game masterstroke that separates the survivors from the also-rans. Enter Ironwood, the seventh-generation Tensor Processing Unit (TPU), which Google just rolled out in general availability. It's not just another chip; it's a direct shot across Nvidia's bow, and if the early signals hold, it could turn Google Cloud into a revenue rocket. But is it really a goldmine for investors, or just another hype cycle? Let
Google's Ironwood TPU: Is This the AI Goldmine That Finally Makes Alphabet Unstoppable?
TOPAthenaVeblen: TPUs digging deep-Alphabet's AI dominance secured. Buy under $280![看涨]
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1.06K
General
Shyon
·
2025-11-26

Google’s TPU Breakthrough Isn’t Nvidia’s Problem — It’s Proof the AI Boom Is Just Beginning

Building the AI Future Yesterday's market reaction was a textbook case of misinterpretation. Many investors immediately framed Google's progress with TPU as a direct negative for Nvidia — as if any advancement by one major tech player must automatically threaten another. This mirrors the old narrative from two years ago, when some believed Meta's rise would somehow "kill Google." The idea that AI is a zero-sum arena has always been flawed. Google TPU In reality, Google's $Alphabet(GOOGL)$  strength only reinforces the long-term certainty of the AI megatrend. And that is inherently positive for Nvidia$NVIDIA Corp(NVDA)$  . The two companie
Google’s TPU Breakthrough Isn’t Nvidia’s Problem — It’s Proof the AI Boom Is Just Beginning
TOP1PC: Great Insight & Sharing 😊. Google let's Go 🚀😜 @JC888 @Barcode @DiAngel @Aqa @koolgal @Shernice軒嬣 2000
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556
General
xc__
·
2025-11-26

US Banks' $337B Bond Bomb Ticking: Regional Run Risks or Fed Bailout Bonanza? 💣🏦⚠️

Wall Street's sleeping giant just stirred – US banks are hauling a colossal $337 billion in unrealized losses on their bond portfolios as of Q3 2025, a stealthy time bomb buried in balance sheets that's got regulators sweating and investors eyeing the exits. Fresh FDIC data dropped yesterday (Nov 25) shows these paper losses eased 14.7% from Q2 and 7.4% YoY, but they're still a whopping $337.1B drag, locking up $6T+ in underwater securities that choke lending and spark runs if panic hits. Regional players? They're the powder keg, with uninsured deposits fleeing at the first whiff of weakness – think SVB 2.0 on steroids. But with Fed cuts whispering relief (December odds at 78%), could falling rates inflate bond values and defuse the crisis? Or are we one credit scare from a cascade? We're
US Banks' $337B Bond Bomb Ticking: Regional Run Risks or Fed Bailout Bonanza? 💣🏦⚠️
TOPwubbix: Fed cuts could be the lifeline banks need 🚀. Positioning in JPM calls for stability. Hedge with KRE puts if yields spike. 🛡️
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2.48K
Hot
Barcode
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2025-11-26
$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ 🚗⚡📈 $TSLA Daily Structure, Momentum Reset, And A Nine Day Battle For Control 📈⚡🚗 📊 My Daily Structure And Technical Read I opened the session watching a tightly coiled nine day consolidation range that has now delivered its highest close of the entire structure. Yesterday’s monster run needed a breather, so the fact that $TSLA still finished green tells me buyers remain in control. The early Bear hit was absorbed quickly, Bulls counter attacked, and price closed at $419.40 with the overnight market sitting at $421.64. Price is now sitting directly under my blue mid term moving average. That leve
$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ 🚗⚡📈 $TSLA Daily Structure, Momentum Reset, And A Nine Day Battle For Control 📈⚡...
TOPKiwi Tigress: yeah I just read that whole thing saying $TSLA could run to $525 and it made your post hit way harder, tbh the way legacy car makers still ignore the whole FSD licensing idea is kinda wild, it feels like they still think in that old cycle while Tesla is moving in a tech rhythm now, the dip to $405.95 then the close at $419.40 matches the momentum turn you pointed out, especially after that 6.2% bounce on Monday, lowkey the flow and volatility pockets you mapped make more sense after reading how analysts talked about chips, vertical integration and software, I can see why the structure looks different today 📈 great work bc 💥
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1.46K
Selection
Capital_Insights
·
2025-11-26

NIO: Solid Margin Recovery, Softer 4Q Guide — BUY and $8 PT Maintained

$NIO Inc.(NIO)$ 3Q25 Update: Improving Profitability and a Stronger 2026 SetupThe Tiger Research team maintains a BUY rating and $8 price target after NIO delivered a solid 3Q25 marked by meaningful margin recovery, stronger operating efficiency, and sustained momentum across its three-brand strategy. While 4Q delivery guidance of 120–125k units was slightly below prior market expectations, management highlighted continued strength in high-margin models and reiterated confidence in achieving 4Q breakeven. Looking ahead, the 2026 outlook appears increasingly constructive with a stronger SUV-led product cycle and improving cost structure.3Q25 performance was broadly encouraging.Revenue rose 16.7% YoY (14.7% QoQ) to RMB21.8B, supported by 87,071 deliv
NIO: Solid Margin Recovery, Softer 4Q Guide — BUY and $8 PT Maintained
TOPNING667: Margin expansion looks solid[看涨]2026 product cycle could be game-changer
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2.11K
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MaverickWealthBuilder
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2025-11-26

Dell Q3 AI upsurge: Revenue hits a new high, but the shadow of costs remains?

Global IT infrastructure giant $Dell Technologies Inc.(DELL)$ has released its financial results for the third quarter of fiscal year 2026. Overall, driven by surging demand for AI servers, the company delivered another record-breaking performance: revenue, EPS, and AI order volume all hit all-time highs. However, behind these impressive figures, uncertainties stemming from rising supply chain costs and overheated demand have begun to surface.Revenue hits record high, driven by AI but with deepening structural dependenceTotal revenue for the quarter reached $27 billion, marking an 11% year-over-year increase and setting a new Q3 record. Infrastructure Solutions Group (ISG) delivered particularly strong performance, with revenue hitting $14.1 billi
Dell Q3 AI upsurge: Revenue hits a new high, but the shadow of costs remains?
TOPpixelo: Dell's AI momentum is solid, but cost control will be key[看涨]
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1.19K
General
PeterDiCarlo
·
2025-11-26

Market at a Turning Point: SPY Decision Zone, RIOT/BBAI Show Bounce Signals

1. $SPDR S&P 500 ETF Trust(SPY)$ SPY make or break time 🚨If we can hold over $675 this week Santa rally is on! 🎅If not, another 5% correction into January ❌ 2. $Riot Platforms(RIOT)$ RIOT meeting all long criteriaMonthly Bull Cycle 🔁1W Bias Tested ✅The bounce is now or never 3. $BigBear.ai Holdings(BBAI)$ BBAI bouncing off Weekly Bias and looks like it wants to breakout up to $7.50 point of control ✅Each and every single time price has testing this Weekly Bias while the Monthly BX was in bull market territory we bounced 👀 For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited
Market at a Turning Point: SPY Decision Zone, RIOT/BBAI Show Bounce Signals
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606
General
PeterDiCarlo
·
2025-11-26

ASTS Back in Weekly Discount Zone With Strong Bull Signals

$AST SpaceMobile, Inc.(ASTS)$ Last 2 times this exact ASTS setup showed up, it ran +170% in under 90 days.We’re back in that zone again. Here’s my Plan for ASTS:🕐 Time Frame: Monthly / Weekly.❌ Stop: Monthly BX confirms flip to red🎯 Target: prior high first, then extensions if trend holds.🤔Why: BX still green (bull cycle), weekly back in “discount” zone, last 2 tests from here ran ~170% in <90 days.If this helped you stop guessing, follow for more 2‑step trade plans.For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SG
ASTS Back in Weekly Discount Zone With Strong Bull Signals
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1.72K
General
PeterDiCarlo
·
2025-11-26

RKLB Re-Enters Weekly Discount Zone After 45% Pullback

$Rocket Lab USA, Inc.(RKLB)$RKLB has been in a bull cycle since August 2024.After a 45% pullback in 6 weeks, we’re back inside my 1W bias zone.Last time we dipped into this area, price rallied ~352% in ~200 days. Here’s my plan on RKLB:I’m building a long in this weekly discount zone after the 45% pullback, targeting 65–80 over the next 3–4 months as long as price holds above the 1W bias and Monthly BX stays green.If we lose that bias and Monthly BX closes red, the bullish thesis is off.For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a tr
RKLB Re-Enters Weekly Discount Zone After 45% Pullback
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796
General
Tiger_CashBoostAccount
·
2025-11-26

🎉🎉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 November 17th-21th!🎉🎉We'd like to congratulate @Naveen1980 @SHLim @Niofighter @ricky的账户 @kw888999 @Snorlexpichu @Alexa282828 @boonboonie @HuatKia
🎉🎉Congrats to Weekly Top 5 Most Active & Promising CBA Traders!💰💰
Comment
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7.90K
Selection
Daily_Discussion
·
2025-11-26

🔥 Volatility Ahead: How Are You Hedging Your Bets?

Hey Tigers!🔮 The market is a goldmine of opportunities.Spotted a hidden gem? A trend about to explode?Share your insight with the pack and let's profit together!Let’s break it down. These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!📈 Wednesday — Options MarketWall Street rose on Monday, fueled by expectations of a December Fed rate cut. Total options volume was 54.4 million contracts. Tesla surged 6.8% after Elon M
🔥 Volatility Ahead: How Are You Hedging Your Bets?
TOPShyon: I will buy the small dip of $NVIDIA(NVDA)$ as the market wrongly interpreted the launch of Google TPU. As clarified by Nvidia, its GPUs are still a generation ahead of Google's AI chips.
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1.80K
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nerdbull1669
·
2025-11-26

Dell's Latest Earnings Report Offers Definitive Counter-Argument To "AI bubble" Skeptics

$Dell Technologies Inc.(DELL)$'s latest earnings report (Q3 Fiscal 2026, released November 25, 2025) offers a definitive counter-argument to the "AI bubble" skeptics, even if the immediate stock price reaction was volatile. Dell stock rallied ~4% on Monday leading into the earnings, likely anticipating good news. In the immediate after-hours trading on Tuesday, we saw DELL gained 3.48% in after-hours trading at time of this writing. In this article I would like to share the breakdown of why the "AI Bubble" narrative is taking a hit and what this means for the sector's recovery. The "AI Bubble" Narrative: Slammed by Hard Data The core argument of the "AI Bubble" thesis is that demand for AI hardware is hype-driven and will evaporate once companies
Dell's Latest Earnings Report Offers Definitive Counter-Argument To "AI bubble" Skeptics
TOPquizzio: Volatility in AI stocks is inevitable, but DELL's fundamentals look solid.[龇牙]
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39.43K
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JC888
·
2025-11-26

NFLX : BUY After 14 Nov Split. Don't Miss Out !

In Retrospect. $Netflix(NFLX)$ has been one of the biggest growth stories in recent years. Its humble beginnings harked back to 1998 with the launch of its website. In 1999, it started its first subscription services, renting out DVDs. In May 2002, NFLX went public via an initial public offering (IPO) at $15 per share. “Real” turning point came in 2007 when it began to offer streaming services. In 2016, Netflix launched its streaming service in 130 countries, and there's been no looking back since for the entertainment giant. Past Stock Splits. 14 Nov 2025 would be NFLX 3rd forward stock splits. Prior to that, there were 2 others: 12 Feb 2004: a 2-for-1 forward split. 15 Jul 2015: a 7-for-1 forward split. Latest Split. NFLX has announced a 10-for-
NFLX : BUY After 14 Nov Split. Don't Miss Out !
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11.61K
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orsiri
·
2025-11-26

Zoom: A Mature Cash Machine Rediscovering Its Edge

From Pandemic Pin-Up to Profit Powerhouse Zoom just reported 196% earnings growth on 4.4% revenue growth—and the market barely blinked. Only in tech could a company multiply its profits almost threefold and still be treated like yesterday’s novelty item. But beneath the market’s aloof shrug lies one of the most dramatic and, dare I say, underrated corporate evolutions of the post-pandemic era. Reinvention begins quietly, then reshapes everything beneath the surface Rather than chasing its former hyper-growth identity, $Zoom(ZM)$ has reimagined itself as something more stable, more efficient, and frankly more investable. The top line may now grow at a leisurely 4.4%, yet the company has become a masterclass in translating incremental revenue into out
Zoom: A Mature Cash Machine Rediscovering Its Edge
TOPpredator007: Solid cash flow play with asymmetric upside potential[看涨]
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24.02K
Selection
Barcode
·
2025-11-26

🔥🧵📈 ANF Hollister Surge Ignites Record Earnings Despite Tariff Shock 📈🧵🔥

$Abercrombie & Fitch(ANF)$ $Urban Outfitters(URBN)$ $American Eagle Outfitters(AEO)$  🎯 Executive Summary I’m convinced $ANF just delivered one of the most structurally important earnings prints in global specialty retail this year. The move today reflects it, with the stock pacing for its largest one day jump since May 2023 as shorts scramble to cover 12.7% of the float and options flow ignites with 11k calls versus 5.3k puts, anchored by December 60Cs and weekly 80Cs. The dominant catalyst is the Hollister surge with 16% sales growth and 15% comps, fully offsetting the 2% decline in Abercrombie brand sales despite a severe 210 basis point tariff hit that
🔥🧵📈 ANF Hollister Surge Ignites Record Earnings Despite Tariff Shock 📈🧵🔥
TOPKiwi Tigress: 💚 lowkey I love Abercrombie’s Fierce and the way your post breaks down how the brand’s vibe is slipping while Hollister’s momentum rips makes the whole earnings structure feel even more wild 🔥
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954
General
Mrzorro
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2025-11-25
Over $130M in Bullish Flows Target Microsoft and Coinbase Upside Today in the U.S. options market, two unusual institution-level multi-leg trades appeared in $Microsoft(MSFT)$   and $Coinbase Global, Inc.(COIN)$   . Both transactions hit during the midday session and showed volumes far exceeding their respective open interest (V/OI), indicating that large investors were expressing clear directional views rather than engaging in short-term speculation. Microsoft's diagonal call structure exceeded $100 million in notional premium, while Coinbase's bullish call spread approached $30 million. In both cases, the trades reflected
Over $130M in Bullish Flows Target Microsoft and Coinbase Upside Today in the U.S. options market, two unusual institution-level multi-leg trades a...
TOPEnid Bertha: MSFT is way under valued and over sold. Next year this stock will explode to the upside and hit $600. Make money the old fashion way, invest and hold! I have owned stock of this great company since 1993. Not selling any time soon!
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478
General
xc__
·
2025-11-25

🚨 Fund Managers Slash Cash to Danger Zones – Is the Market Overheating or Just Getting Started? 💥📈

Buckle up, investors! The latest Bank of America Global Fund Manager Survey is out, and it's screaming bullish vibes with a side of caution. 😎 Fund managers are ditching cash like it's yesterday's news, plunging into stocks and commodities at levels we haven't seen in years. But wait – there's a twist with AI bubble fears bubbling up. Let's dive into the juicy details! 🔍 First off, cash holdings have cratered to a razor-thin 3.7% – that's the lowest since April and dipping below the 3.8% "sell signal" threshold. 📉 Historically, this low-cash zone has popped up only 20 times since 2002, and each time, stocks have stumbled while Treasuries shine in the short term. It's like the market's flashing a yellow light amid the green rush! ⚠️ Managers have kept cash under 4% for months now, signaling
🚨 Fund Managers Slash Cash to Danger Zones – Is the Market Overheating or Just Getting Started? 💥📈
TOPdropppie: Hedging now, but eyeing dips for buys. Fed's next move is key! [666]
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1.69K
General
Mickey082024
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2025-11-25

Near 52-Week Low: Should Investors Buy The Trade Desk Stock Right Now?

$Trade Desk Inc.(TTD)$ The Trade Desk (NASDAQ: TTD), long regarded as one of the highest-quality names in the digital advertising ecosystem, has once again found itself under pressure. Despite strong secular positioning, a consistently expanding customer base, and a proven management team, the stock now trades near its 52-week low. For long-term growth investors, the question is as relevant as ever: is this simply another cyclical air pocket in digital advertising, or is the market signaling deeper concerns? The following analysis provides a comprehensive, Forbes-style review of The Trade Desk’s financial health, operating performance, valuation, and investment appeal—while also examining the reasons behind the recent sell-off and whether the weakn
Near 52-Week Low: Should Investors Buy The Trade Desk Stock Right Now?
TOPNatalieTommy: Long-term play here. CTV growth is unstoppable[强]
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