To The Moon

As of late January 2026, the Magnificent 7 (Mag7) tech giants have experienced a significant sell-off, with Nvidia (NVDA) facing acute pressure that has resulted in a "value wipeout" of over $700 billion for the group. Looking at how these formerly dominant tech stocks are becoming a drag on the broader market, with many falling into correction territory. In this article, we would like to share a structured, analytical view on which Magnificent 7 stocks could be considered “buy-the-dip” candidates if the market stages a recovery rally in early 2026, and how investors might plan to take advantage of this environment given the severe sell-off and rotation out of mega-cap tech. Context — Sell-Off and Market Dynamics Recent market action: Major tech stocks known as the “Magnificent 7” — Apple,

I am not revisiting $Lumen Technologies(LUMN)$ because I have suddenly developed a soft spot for telecom turnarounds. That story is well worn and usually ends with investors discovering that leverage and secular decline make poor travelling companions. What interests me in early 2026 is something far more specific and far less nostalgic. Lumen is quietly positioning itself as a control point in the physical flow of AI data, at precisely the moment when data movement is becoming as strategically sensitive as compute itself. This is not a comeback story. It is a bottleneck trade. Data flows everywhere—except where Lumen controls the route Control beats capacity The prevailing narrative around Lumen’s AI pivot focuses on selling fibre to hyperscalers

$AAPL$Consumer electronics this year face a major unified issue: memory is too expensive. From computers down to smartphones, any device with storage is affected. Consumers are highly likely to adopt a wait-and-see approach with their cash.It seems consumer electronics stocks might struggle this year, at least in the first half.Of course, the answer to "when to buy the dip" is quite simple: follow the whales. When Duan Yongping says he wants to buy Apple in size, that's probably the time to consider it.There has been significant selling of the 280 calls expiring in February and March $AAPL 20260213 280.0 CALL$ , indicating the market doesn't expect a major Q1 rebound. Even the January 2027 expiry 280 calls

Hi Tigers, Welcome to “What the Tigers say.”This is a weekly column planned to share the great opinions from Tigers on a specific topic, and today our theme is Gold under Trump's new policy regime.The "Trump Trade" has evolved, and Gold is the main character. It’s no longer just about tariffs—it’s about a structural "Repricing" of global policy credibility. With Trump targeting Greenland and squeezing allies, safe-haven capital is fragmenting, and $SPDR Gold ETF(GLD)$ is breaking out as the ultimate signal. Is this the start of a resource super-cycle?This week, we’ve selected insights from —, here’s what they have to say about Gold Roars Past $4,800! Smart to Simply Hold in the Trump Era?🎁Special Notes: Whoever showed up on the “What the Tigers Say

$Intuitive Surgical(ISRG)$ is scheduled to report its fiscal Q4 2025 earnings on Thursday, January 22, 2026, after the market close. Because the company released preliminary results on January 14, much of the revenue data is already known. This shifts the focus of the actual earnings call toward margins, profitability, and 2026 guidance. Q4 2025 Preliminary Numbers (Known) Revenue: ~$2.87 billion (up 19% YoY), beating the $2.73B consensus. Procedure Growth: Worldwide da Vinci/Ion procedures grew ~18%. System Placements: 532 systems placed (vs. 493 last year), including 303 da Vinci 5 (dV5) systems. Ion Growth: Ion procedures surged ~44% YoY, showing strong diversification beyond soft-tissue robotics. Intuitive Surgical (ISRG) reported its Fiscal Q