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2025-12-31
Could Cash Burn Drive OpenAI To Netscape Fate Or Gemini Is Another Factor?
AI Hype is once again being ignite by the Big Short, this time, discussion around whether OpenAI is going to become the next Netscape due to its cash burn rate seems to be getting humongous. In this article we would like to discuss a comprehensive, current assessment of whether OpenAI is headed toward a “next Netscape” outcome (rapid rise then decline) given concerns about cash burn, funding, competition ( $Alphabet(GOOGL)$ Google Gemini and Chinese players), and $Microsoft(MSFT)$’s strategic posture. Cash Burn vs. Revenue Reality OpenAI is spending at an unprecedented scale, and that drives the “Netscape comparison” — a high-profile pioneer that failed to sustain competitive advantage. OpenAI’s revenue
TOPzippyloo: OpenAI's growth is promising, but cash burn and rivals like Google could spell trouble. Needs tighter monetization![思考]
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2025-12-31
From my perspective, space is moving from a speculative narrative into a real infrastructure theme, and 2026 could be a key inflection point. Governments are no longer just funding exploration—they're building persistent systems for communications, defense, navigation, and earth observation. Once space is viewed as infrastructure rather than aspiration, valuation frameworks begin to change. Rocket Lab $Rocket Lab USA, Inc.(RKLB)$
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2025-12-31
The Numbers Don't Lie! Which Companies Are Vulnerable in the AI Supply Chain? 2026 is a U.S. midterm election year. Midterm elections often bring significant market volatility and pressure. We selected 28 companies across four major categories: AI chips/manufacturing, cloud companies, other AI software, and AI infrastructure. We ranked these companies based on their gross profit margins, net profit margins, and debt levels to identify the weak points in the AI supply chain. Some interesting takeaways: 1. Software vs. Hardware: $NVIDIA(NVDA)$
TOPSolid analysis! Debt presures could squeeze growth, mate.[看跌]
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2025-12-31
🔴📉🧠 Market Recap 30Dec25: Measured De-Risking, Fed Friction, AI Infrastructure Momentum & Tesla Conviction 🔴📉🧠
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $FTAI AVIATION LTD(FTAI)$ 30Dec25 🇺🇸 | 31Dec25 🇳🇿🥳 ALLLLL RED. And not the Santa kinda red! 🔴🔴🔴🔴🔴 I’m framing this session as measured de-risking rather than emotional liquidation. Internals support that view, and the tape reads like late-year positioning, not a regime shift. I’m noting that after trading red most of the day, $IXIC and $SPX closed modestly lower, while $DJI fell 94 points. All three logged a third straight daily loss as tech struggled to bounce from Monday’s drop. I’m stating this plainly, the market slipped again today, but breadth wasn’t ugly. 🔻 Down movers I’m watching pressure pe
TOPSolid take! Bullish on AI and Tesla momentum.[看涨]
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2025-12-31
Silver's Supply Crunch: The Bull Run No One Saw Coming! 💥📈
Dive into the silver saga that's shaking up markets as we wrap up another wild year. With demand exploding from green tech like solar panels and EVs, plus industrial uses in electronics and medicine, the white metal is facing a perfect storm. But here's the kicker: supply isn't keeping up. Mexico, still the global kingpin in silver mining, has seen output tumble amid rising costs, environmental hurdles, and depleting ore grades. This isn't just a blip – it's a structural shift that's squeezing the market tighter than ever. 🌍⛏️ Forget the daily price swings that grab headlines; they're just noise in a bigger symphony. Silver's volatility is legendary, often weeding out the faint-hearted during bull phases. Yet, fundamentals scream opportunity: ongoing inflation, geopolitical tensions erodin
TOPSilver's surge is massive! Bullish vibes.[看涨]
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2025-12-31
$Tesla Motors(TSLA)$ $T-Rex 2x Inverse Tesla Daily Target ETF(TSLZ)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ 🔥🎅🍔 The Grinch Meets the Tesla Burger Index: Price Weakness, Ecosystem Strength 🍔⚡️📉 Grinch still cooking 🔥📉 🔴🔴🔴🔴🔴 five straight red days through what is statistically meant to be the Santa Rally window. That’s uncomfortable, but it’s not unprecedented. The last time this exact setup printed, $TSLA still managed to gap down another $19 the following session. I’m relaxed. That’s a rare stat, not a thesis failure. The tape tells a clear short-term story. Liquidity has thinned into year-end, gamma support has softened, and intraday bo
TOPSpot on! Holding through dips builds real gains.[强]
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2025-12-31
As CES opens, my focus is less on flashy demos and more on how Nvidia $NVIDIA(NVDA)$
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2025-12-31
Here are practical lessons many disciplined traders applied successfully this year: • Risk management came first. Position sizing mattered more than predictions. Staying small during uncertainty preserved capital. • Trends outperformed narratives. Following price action, especially in AI and commodities, worked better than debating valuations too early. • Cash was a position. Waiting patiently avoided forced trades during volatile news cycles. • Partial profits reduced regret. Scaling out helped lock gains while staying exposed to upside. • Macro awareness helped timing. Rates, liquidity, and policy shifts often mattered more than company-specific news. The biggest takeaway was not about finding the perfect trade, but about surviving long enough to compound.
TOPSpot on! Cash as a position saved me during news chaos.[得意]
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2025-12-31
Current context Silver has enjoyed an unprecedented year, rising around 150 per cent or more in 2025 and hitting record nominal levels above about US$75 per ounce. This rally has been driven by a combination of weak real interest rates, geopolitical uncertainty, structural deficits, industrial demand and speculative flows. 1. Could physical shortages render traditional valuation models ineffective? Yes, traditional quantitative models that rely on historical price behaviour or purely statistical patterns can lose explanatory power during structural dislocations. For example: • Societe Generale’s bubble-identification model signals a “bubble” on technical grounds (rapid, super-exponential growth with oscillations), but its own analysts highlight that structural shifts like de-dollaris
558
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2025-12-31
This disclosure frames expectations clearly and raises the bar for market reaction. What the consensus implies A median of ~420,000 deliveries suggests the market already expects a muted Q4. That is not a growth quarter by Tesla’s historical standards and implies limited seasonal upside despite year-end incentives. With consensus tightly clustered, the room for “forgiveness” is small. Second consecutive annual decline If confirmed, two straight years of falling deliveries would mark a structural inflection rather than a cyclical pause. The narrative shifts from short-term demand softness to questions around product ageing, competitive pressure from China, and the limits of price cuts as a growth lever. Market reaction scenarios • In-line or slight miss: Likely negative to flat. With expect
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2025-12-31
CES is increasingly less about flashy demos and more about credibility checks for the next phase of AI monetisation. What the market is listening for Investors are no longer impressed by raw compute claims. The focus is on deployment readiness. For Nvidia, this means evidence that its data-centre dominance can extend into physical AI, robotics, and edge inference without eroding margins. For AMD, CES is an opportunity to show that its heterogeneous computing strategy can translate into design wins and real volumes, not just competitive benchmarks. Consumer AI remains the weak link Earlier AI devices struggled because they solved no urgent consumer problem or relied too heavily on cloud backends. This time, the bar is higher. On-device AI must demonstrate clear advantages such as latency re
342
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2025-12-31
Within the Tiger community, the tone is generally more conservative than WSB. Trades are usually thesis-driven, anchored in earnings, macro trends, and risk control, rather than pure momentum or leverage-heavy speculation. Overlap with top U.S. stocks was naturally high this year. Megacaps dominated returns, liquidity, and narratives, especially around AI and rates. Holding these names was less about herd behaviour and more about seeking the best risk-adjusted exposure in a narrow market. Looking into the new year, following WSB blindly is risky, but dismissing it entirely is also unwise. WSB can surface early momentum and sentiment extremes, which are useful as signals. The disciplined approach is to observe, filter, and size positions carefully, not to copy trades. The edge going forw
TOPSpot on about discipline. Patience beats bravado any day. [666]
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2025-12-31
Steady Compounding, Quiet Confidence: My 2025 Investment Reflection
Portfolio 2025 Performance - Total Profit: SGD 86,000 (an 18% gain) - Dividends Received (YTD): SGD 26,000 Looking ahead, I anticipate a more moderate return in 2026—approximately 10% total, split evenly between 5% from dividends and 5% from capital appreciation. Strategy & Context: Riding the Fed Cycle The attached performance chart begins in January 2022—the start of my deliberate, full-cycle investment campaign. The core idea was simple yet disciplined: capitalize on the U.S. Federal Reserve’s interest rate hike and subsequent cut cycle. When the Fed began aggressively raising rates, dividend-paying stocks—particularly in Singapore and Hong Kong—declined in price. At the time, I didn’t know the hikes would be "higher for longer," but that very unc
TOPmay I know if this tracker fund a leverage product ?
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2025-12-30
As a Tiger $Tiger Brokers(TIGR)$ community member, I’d say I’m more aggressive overall, but not purely WSB-style risk-taking. I’m willing to accept volatility when there’s a clear long-term thesis, especially in AI-driven names, while still keeping risk management in mind to avoid large drawdowns. My overlap with the lists is mainly $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ and $NVIDIA(NVDA)$ which sit in both WSB and Tiger users’
TOPSolid picks and mindset! Discipline rocks long haul.[开心]
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2025-12-31
Weekly Contributor (22-28 Dec): 19 Posts Win $5-$15 Vouchers! Come on & Share Your Winning Trades!
Thank you all so much for your contributions every week! And my apologies for the delay in distributing this week’s rewards. But—good news—the vouchers have now been issued, and you can check them in your account~Each week, we will select 10 picked posts + 10 idea posts, for a total of 20 winning posts.From 12.22-12.28: Weekly Awards1. Among the Picked Posts, the top 4 posts with the most consumption (the longest viewing time) will receive a $15 voucher.Winning this award means your post not only attracted a large number of Tigers to click in, but also kept them reading for a long time—either because your information was valuable or your formatting made it easy and enjoyable to read.This week’s winning posts are:@Barcode:
TOPThank @TigerStars And congratulations to all winners am humbled by the selection
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2025-12-31
Systemic Entropy Reduction & Valuation Reconstruction of the Robo.ai (AIIO) Merger
From Brownian Motion to Linear Equations: Systemic Entropy Reduction and Valuation Reconstruction of the $Robo.ai Inc(AIIO)$ MergerToday marks the final trading day of 2025. The New Year's fireworks outside are merely a placebo for emotional investors; for quantitative traders, there is only one task worth performing at this moment: The Annual Factor Re-weighting of portfolio holdings.Regarding the discussion surrounding Robo.ai (Nasdaq: AIIO) acquiring Jidu (Jiyue Brand), the market is saturated with literary rhetoric. As a Data Fundamentalist, I must strip away this qualitative noise and return to the quantitative essence.My model indicates that this transaction is not a simple "expansion," but a textbook case of "Systemic Entropy Reduction." I
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2025-12-31
Strategic Income: How I Navigated the NVIDIA Pullback with $185 Puts earning $40 this period
. Strategic Income: How I Navigated the NVIDIA Pullback with $185 Puts As we close out 2025, NVIDIA remains the heartbeat of the AI market. However, with the stock cooling off slightly from its $190+ peak last week, I decided to stop chasing the "green candles" and start selling the "red" ones. My Trade Log: 2 Days of Precision Instead of buying shares at the top, I executed a series of Cash-Secured Puts (CSPs) to capitalize on the year-end volatility. | Trade Action | Asset | Strike Price | Duration | Market Condition | Result | |---|---|---|---|---|---| | Sell to Open (Put) | NVDA | $185 | 2 Days | NVDA dipped from $190 to $187 | Premium Collected | | Hold / Theta Decay | NVDA | $185 | Overnight | Stock stabilized above $187 | Profit Growth | | Expired / Closed | NVDA | $185 | Final Day
TOPSolid strategy! Selling puts on dips like that paid off handsomely.[财迷]
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2025-12-31
QBTS Quantum Sparks on January 2026 ?
Real-World Asset Stock. If you have been reading my posts regularly, you would know that quantum computing is one area of technology that I keep very close tab on. Enclosed are my 3 recent posts: (click to enjoy !) 21 Nov 2025 - QBTS vs RGTI : The Earnings Showdown. 02 Nov 2025 - IONQ expensive ? Buy quantum ETF, WQTM ! 30 Oct 2025 - Trump's Quantum Computing Master Plan. Buy ? I strongly believe quantum may supersede artificial intelligence in time to come, should both technology frontier remain mutually exclusive. One of my favourite quantum stocks is
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2025-12-31
🌡️Share your trading insights from this year
Hey Tigers! 🐅Spark the next wave of ideas. 💥Share your unique perspective and inspire a chain reaction of brilliance.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 — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures.In late U.S. trading, spot gold rose less than 0.2% to $4,338.83 per ounce, after earlier hitting a high
TOPMy stock in focus today is $Meta Platforms, Inc.(META)$ , following news of its USD 2+ billion acquisition of AI startup Manus. While not a headline-grabbing deal by size, it signals a meaningful strategic shift as Meta moves beyond consumer advertising and steps more directly into the enterprise AI space. Manus adds a crucial missing piece to Meta’s AI stack: an execution-layer AI agent capable of turning intent into action across complex workflows. This strengthens Meta’s ability to commercialize AI, bridging the gap between powerful models and real-world business use cases. From an investor’s perspective, the deal points to longer-term revenue diversification. Rather than challenging cloud giants head-on, Meta appears to be using AI agents as an entry point into enterprise workflows—an approach that could gradually reshape how the market values Meta’s growth story. @TigerStars @TigerClub @Tiger_comments
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2025-12-31
$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$
TOPyeah I saw that too, kinda wild how tight that range is tbh, feels like one of those calm before it wakes up moments, lowkey love how you tied the structure with the AI angle, fr makes it click, $Meta Platforms, Inc.(META)$ just sitting there building pressure 😌📊