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dnp
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01-19
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BenGI
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01-19
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新手多多指教谢谢
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01-19
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DaraC
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01-19
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DavidSG
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01-19
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jethro
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01-19
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jethro
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01-19
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Lanceljx
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01-16
Yes, AI demand can realistically keep TSMC’s momentum intact into 2026, and the market can still be underpricing its AI leverage, but the upside depends on whether this cycle stays “tight” rather than “normalising”. Why momentum can stay strong into 2026 TSMC is the bottleneck for leading-edge AI: Most meaningful AI compute still concentrates around advanced nodes (N3/N2, advanced packaging). Even if end-demand fluctuates, the strategic need to secure capacity stays high. AI is not just GPUs: Beyond NVIDIA/AMD accelerators, AI demand spreads into CPUs, networking silicon, HBM controllers, custom ASICs (hyperscalers), and edge AI. That broadens TSMC’s growth base. Margins accelerating is a powerful signal: When profits and margins rise alongside revenue, it implies pricing power + high util
Yes, AI demand can realistically keep TSMC’s momentum intact into 2026, and the market can still be underpricing its AI leverage, but the upside de...
TOPgleezy: Spot on! TSMC's AI leverage is undervalued, growth looks solid into 2026.[得意]
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Lanceljx
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01-16
1) Does JPMorgan’s miss signal a broader capital markets slowdown? It can, but it is more “uneven recovery” than a full downturn. Investment banking is highly cyclical: If JPM’s IB revenue came in below guidance, it often reflects slower deal-making (M&A) and more cautious underwriting (IPOs, bonds) across the street, not just a firm-specific issue. High rates delay decisions: Higher discount rates make valuations harder to agree on, so CEOs and PE funds tend to wait longer, pushing deal timelines out. Trading can mask weakness: Even when IB is soft, markets revenue (FICC/equities trading) can hold up. So the signal is: deal activity is not rebounding as fast as hoped, not that the entire capital markets engine has stalled. Bottom line: JPM’s miss likely supports the view that capital
1) Does JPMorgan’s miss signal a broader capital markets slowdown? It can, but it is more “uneven recovery” than a full downturn. Investment bankin...
TOPLesleyNewman: Uneven recovery spot on; only top banks can hold margins.[看跌]
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Shyon
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01-16
TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both revenue and profits. When expectations run ahead of fundamentals, the margin for disappointment gets very thin. So my pick is 🔴 C. Down more than 5%. After such a strong
TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expandin...
TOPCayChan: $Taiwan Semiconductor Manufacturing(TSM)$ [Miser] [Miser]
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WeChats
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01-16
Silver’s -5% Freefall: A "Rug Pull" or the Ultimate Buy Signal? 📉🐂 Silver(SImain) iShares Silver Trust(SLV) Gold(GCmain) The "Trump Trade" just claimed its latest victim: the Silver bulls. Spot Silver tanked 5% pre-market today, wiping out weeks of gains in a single session. The catalyst? The Trump administration officially paused broad tariffs on key minerals (including silver) to pursue bilateral talks instead. For weeks, speculators were piling into silver, betting that U.S. tariffs would lock out foreign supply and create a massive "domestic squeeze." That narrative just evaporated. But before you panic-sell your position, you need to understand why this drop is happening—and why Wall Street banks like Citi are quietly telling clients to stay constructive. Here is the deep dive on the
Silver’s -5% Freefall: A "Rug Pull" or the Ultimate Buy Signal? 📉🐂 Silver(SImain) iShares Silver Trust(SLV) Gold(GCmain) The "Trump Trade" just cla...
TOP谋迷: Scenario A: "Health Reset" (Bullish) * Setting: Silver is stable near the 50-day moving average. The panic selling dried up in two days. * Narrative: Investors realize cheaper silver is better for the solar/industrial boom. * Action: Look for a "higher low" on the 4H chart as a trigger for re-entry. Scenario B: "Momentum Breakout" (Bearish) * Setup: The price breaks through key support levels without rebounding. * Narrative: Markets interpret the "tariff suspension" as general weakness in Trump's trade/reflation theme. Gold also weakened. * Action: Step aside. If $SLV loses its medium-term trendline, we could see a downward rush to the 200-day EMA.
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jethro
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01-19
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jethro
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01-19
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KYHBKO
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01-17

(Part 2 of 5) Earnings Calendar (19Jan2026) - Procter & Gamble earnings

Earnings Calendar (19Jan2026) Procter & Gamble (PG): Stock and Financial Performance Overview Stock Price Performance and Analyst Sentiment Over the past year, Procter & Gamble’s stock price has declined by 7.9%, reflecting a steady downward trend in its one-year chart. Technical analysis currently offers a “Neutral” outlook, while analyst sentiment remains positive, issuing a “Buy” recommendation. The consensus price target is $165.68, indicating a potential upside of 14.63%. With a price-to-earnings (P/E) ratio of approximately 21, PG is considered fairly valued in comparison to the consumer staples industry average P/E of 21.8. 10-Year Financial Performance PG has demonstrated steady financial growth over the past decade. Revenue increased from $65.2 billion in 2016 to $84.
(Part 2 of 5) Earnings Calendar (19Jan2026) - Procter & Gamble earnings
TOPcheerio: Solid fundamentals, PG's steady growth is a buy.[看涨]
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Spiders
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01-17

A Quiet Interest in Numbers: Following Flagstar’s Journey

I’ve been thinking a lot about Flagstar Financial (FLG) recently, mostly because their stock is releasing earnings on January 30, 2026. I’m not planning to buy—at least, not yet—but there’s a part of me that can’t help checking. There’s something quietly compelling about watching a company’s story unfold through numbers, seeing whether strategy, effort, and past decisions finally come together. Flagstar Financial, Inc. (FLG) Flagstar’s recent years have been…well, full of changes. Back in April 2021, New York Community Bancorp announced it was acquiring Flagstar in an all-stock merger. It wasn’t a fast process—the deal completed only in December 2022. But then, just a few months later, in March 2023, Flagstar absorbed nearly all of Signature Bank’s deposits after Signature collapsed. I sti
A Quiet Interest in Numbers: Following Flagstar’s Journey
TOPfuzzyx: Fascinating to track their journey. Earnings will reveal all.[吃瓜]
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huathuat88988
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01-19
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Barcode
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01-17

📉🎬🇪🇺 Netflix vs Europe, $83B at Stake as Warner Deal Odds Slide and Valuation Resets 🍿🎥📉

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$  $Paramount Skydance Corp(PSKY)$   Europe has become the decisive battleground for the $83B $NFLX–$WBD endgame, and markets are already repricing the outcome. 🇺🇸➡️🇪🇺 US pressure is not landing, so the resistance has shifted offshore. The anti-$NFLX campaign has now firmly moved into Europe as scrutiny intensifies around the proposed $83B transaction involving $WBD. This is no longer Washington noise, it is a regulatory and cultural battleground. 🎬 David Ellison of $PSKY has been on the ground in Paris, meeting directly with President Macron and senior film executives. Paramount teams have made
📉🎬🇪🇺 Netflix vs Europe, $83B at Stake as Warner Deal Odds Slide and Valuation Resets 🍿🎥📉
TOPBarcode: 🎬📈 Hard to ignore the scale shift. $Netflix(NFLX)$ turns 19 today, from a 2007 DVD catalogue with ~1,000 titles and a 6-hour viewing cap to a global content and distribution platform with an estimated ~315M subscribers. Earnings next week matters 📆, and Wedbush’s view that advertising becomes the primary revenue driver in 2026 📢 ties directly into the margin and valuation reset playing out now. Netflix has always reinvented first; the market usually prices it later. 🍿 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟢
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koolgal
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01-19
🌟🌟🌟I invest in $SPDR Portfolio S&P 500 ETF(SPYM)$ because it represents the quiet power of  America's biggest and most resilient companies in just 1 trade.  SPYM tracks the S&P500 Index.  It is the ETF I can hold through storms and rewards patience through the magic of compounding. @Tiger_comments  @TigerStars  @TigerClub  @CaptainTiger  @Tiger_SG  
🌟🌟🌟I invest in $SPDR Portfolio S&P 500 ETF(SPYM)$ because it represents the quiet power of America's biggest and most resilient companies in just 1...
TOPsetia100: congratulations 👏👏👏
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