1.57K
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01-23
🚀 Gold Rush Meets Toy Mania: Why Lao Pu Gold & Pop Mart Are Crushing HK's New Consumption Wave! 🔥
$Pop Mart International Group Limited(POPMF)$ Hong Kong's new consumption sector is on fire, folks! 😎 With investor sentiment skyrocketing, stocks like Lao Pu Gold and Pop Mart are leading the charge, turning heads and padding portfolios. Lao Pu Gold, the premium jewelry powerhouse, leaped 7.11% amid a glittering gold rally that's got institutions buzzing about turbocharged revenue and profit spikes. 🌟 This isn't just bling—it's a smart play on cultural heritage designs that command top-dollar premiums, even as raw material costs fluctuate. Meanwhile, Pop Mart, the blind-box toy sensation, is extending its epic run with blockbuster new launches like viral Labubu variants and savvy share buybacks screaming long-term confidence. 🎉 Sales are explodi
TOPlonglive100: Already bought Pop Mart shares, their global expansion rocks! 🔥
1.15K
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01-26
Weekly: JEP, PSC, Soon Hock & Mooreast directors see Huge Acquisitions
Over the five sessions, more than 80 director interests and substantial shareholdings were filed. Across more than 40 primary-listed stocks, Directors or CEOs reported 10 acquisitions and two disposals, while substantial shareholders recorded three acquisitions and six disposals. 1. $JEP(1J4.SI)$ Between January 16 and 22, JEP Holdings executive chairman and chief executive officer Andy Luong acquired 273,100 shares at an average price of S$0.29 per share. This took his total interest in the Catalist-listed provider of precision machining and engineering services from 79.66% to 79.72%. 2. $PSC Corporation(DM0.SI)$ On Jan 20, executive chairman Sam Goi Seng Hui acquired 339,800 shares at S$0.385
1.69K
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01-24
📈 💥📈 $AMD enters rare historical momentum as $INTC reprices and capital rotates across semiconductors
$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$
TOPYour read on $Intel(INTC)$ earnings, margin pressure, and negative gamma fits the downside structure well. The liquidity vacuum and momentum continuation risks are clear. Tracking $VanEck Semiconductor ETF(SMH)$ for cross asset confirmation of capital rotation and support zones.
2.42K
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01-24
📊🔥🍝 Institutional Upgrade Flow: $DRI Margin Expansion, $FTNT Cash Fortress, $TSCO Demand Shock 🍝🔥📊
$Darden Restaurants(DRI)$
TOPYour breakdown of momentum and liquidity pockets stood out. $Fortinet(FTNT)$ is showing improving structure, tightening volatility, and healthier positioning. Gamma and Vanna dynamics look cleaner here, especially as earnings visibility and flow start to rebuild.
1.54K
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01-24
✈️📈🔥 Alaska Air Earnings Shock: Integration, Buybacks, And A 2026 EPS Reset 🔥📈✈️
$Alaska Air(ALK)$ $Delta Air Lines(DAL)$ $United Airlines(UAL)$ 🎯 Executive Summary I’m extremely confident this earnings print marks a structural inflection for Alaska Air Group $ALK. Q4 delivered Adjusted EPS of $0.43 versus $0.10 expected, a +330% beat, despite revenue of $3.63B narrowly missing the $3.64B consensus. The stock surged post earnings on management’s forecast of a “meaningful improvement” in 2026 EPS, reaffirming a long term trajectory toward $10 EPS by 2027. The dominant catalyst is the acceleration of corporate and premium travel, combined with rapid Hawaiian Airlines integration and a newly authorised $1B share repurcha
TOPYour $Alaska Air(ALK)$ analysis captures the balance between support, resistance, and post earnings volatility. The liquidity pocket narrative makes sense given recent flow shifts. I’m watching how macro and cross asset positioning influence near term momentum.
1.26K
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01-24
$Redwire Corp.(RDW)$ $Rocket Lab USA, Inc.(RKLB)$
TOPYour post nails the momentum and macro angle on $Redwire Corp.(RDW)$ The liquidity profile looks healthy, with support stepping higher and structure tightening. I’m also watching $Rocket Lab USA, Inc.(RKLB)$ for flow confirmation across the space regime.
1.54K
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01-24
🧠⚡📈 Earnings season ignites, mega-cap flow, volatility expansion, and a regime-defining week 📈⚡🧠
$Microsoft(MSFT)$
TOPAppreciate the focus on regime and capital rotation. $Tesla Motors(TSLA)$ stands out for earnings-driven volatility and retail flow, especially where momentum, gamma, and liquidity pockets can exaggerate price discovery!
1.38K
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01-24
🔥 SanDisk Smashes $500: Still Early in the AI Storage Supercycle? 🔥
SanDisk has officially cracked the $500 level, trading around $503–$509 and printing fresh all-time highs. This is not a random spike. It is the result of a structural squeeze where AI demand meets tight memory supply, and something has to give. Since its 2025 spin-off from Western Digital, SanDisk is up over 1,000%, with 2026 YTD gains above 100%. Hyperscalers are racing to lock in NAND and high-performance storage capacity, while supply remains disciplined after years of under-investment. The result: pricing power has snapped back hard. 📈 The price action is being backed by data. TrendForce now projects Q1 2026 DRAM contract prices to surge 55–60% QoQ, with server DRAM exceeding 60% as AI servers take priority. This already dwarfs prior cycle peaks, where quarterly increases typically ca
TOPNice Sharing 😁 @JC888 @Barcode @DiAngel @Shyon @koolgal @Aqa @Shernice軒嬣 2000
747
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01-24
Here are the key considerations for the upcoming critical earnings week for the “Mag 7” (Microsoft, Meta, Tesla, Apple) and how the results might impact their recent underperformance: 1. Can strong earnings from Apple and Microsoft reverse recent underperformance? Strong results from Apple and Microsoft could indeed help to stabilise sentiment and potentially reverse some of the recent underperformance. Analysts expect Apple to deliver solid earnings driven by robust iPhone demand, which could buoy confidence if it beats expectations and offers positive guidance given concerns about margins. For Microsoft, a beat supported by continued cloud and AI growth would demonstrate resilience despite broader valuation pressure among software stocks; both outcomes may ease investor risk aversion and
1.12K
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01-24
Boeing (BA) Earnings Preview: Production Ramp Meets Structural Weakness Signal at Max Pain
Boeing (BA) | January 27, 2026 Pre-Market Earnings | Entry Indicator: -0.52 (Bearish) Executive Summary $Boeing(BA)$ reports Q4 2025 earnings Monday, January 27, before the bell. Consensus calls for a loss of $0.37 to $0.45 per share on $22.4 billion in revenue. Our proprietary Entry Indicator sits at -0.52, flagging structural weakness despite the stock trading near 52-week highs. The options market prices in a 4.31% earnings move. That's your corridor: $260.85 to $239.11. The stock sits at $252.15, just $2.15 above Max Pain at $250. Dealers have the magnet turned on. The Earnings Risk Corridor: 4.31% Expected Move The market expects BA to swing $10.74 in either direction post-earnings. Upper bound at $260.85. Lower bound at $239.11. Historical con
TOPThe bearish signal on BA is worrying lah. Earnings may tank it hard.[看跌]
1.35K
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01-24
Why I Still Don’t Own a Single Singapore Stock
I have always told myself that one day, I would invest in Singapore stocks. It sounds ironic now, considering that today, my portfolio still contains exactly zero of them. When I first started investing, I was young, curious, and armed with nothing more than YouTube videos, blog posts, and late-night Google searches. Like many beginners, I was looking for certainty in a world that had none. Somewhere online, I read that US stocks had historically outperformed Singapore stocks. Someone wrote that America was bigger, innovative and ambitious. Another said that the US market was where “real growth” happened. So I believed it. And just like that, I became a US-focused investor. I bought ETFs, along with a few individual stocks. I read about Apple, Tesla, Microsoft, Amazon. I admired how these
TOPYou've made the right choice, SG stocks are great dividend drivers. US stocks are often entangled in politics and carry risks, if you went thru 2009 you'd certainly understand. Well done
692
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01-25
[7] AAPL, AMD, CRWV
The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit
2.29K
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01-25
$Tesla Motors(TSLA)$
TOPI appreciate the macro framing around general purpose labour. The way you connect silicon efficiency, training data, and factory deployment highlights real earnings optionality. This kind of structural momentum in $Advanced Micro Devices(AMD)$ adjacent ecosystems could reshape support and resistance over time.
926
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01-25
Microsoft Just Saw a 'Death Cross' Ahead of Earnings. What That Means $Microsoft(MSFT)$
TOPSolid analysis on Microsoft's death cross. That options play is gutsy! [666]
1.06K
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01-25
Intel Plunges 16%. Why Nvidia, AMD and Micron Didn't Care? After $Intel(INTC)$
TOPNVDA and AMD still rocking! AI demand boom is unstoppable.[看涨]
583
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01-25
Can strong earnings from Apple and Microsoft reverse their underperformance? Strong results from Apple and Microsoft could mark a turning point if they deliver clear beats on both earnings per share and revenues relative to forecasts. The consensus estimates for Apple (about USD 2.65 EPS on USD 137.5 B revenue) and Microsoft (about USD 3.88–USD 3.93 EPS on ~USD 80.2 B) reflect modest year-over-year growth and positive revision trends, which suggests analysts expect resilience in core businesses, including iPhone demand and cloud growth. If both companies beat expectations and give confident forward guidance, this may restore some investor confidence and contribute to relative performance improvement versus the broader market. Does Meta need upside surprises to regain investor confide
TOPApple and MSFT earnings beat could lift spirits, but Meta needs a big surprise to rally![看涨]
1.66K
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01-25
Seagate (STX) January 27 Earnings: HAMR Dreams vs. Structural Weakness
Executive Summary $Seagate Technology PLC(STX)$ reports fiscal Q2 2026 earnings Monday, January 27, after the bell. Consensus calls for $2.76 EPS on $2.73 billion revenue. Our proprietary Entry Indicator is -1.00, flagging severe structural weakness despite the stock trading near 52-week highs at $346. The options market prices in a 9.78% earnings move. That's your corridor: $373.17 to $305.49. The stock sits $26.10 above Max Pain at $320. The Put/Call ratio at 2.21 shows traders are loading up on downside protection. The magnet is pulling hard. The Earnings Risk Corridor: 9.78% Expected Move The market expects STX to swing $33.86 in either direction post-earnings. Upper bound at $373.17. Lower bound at $305.49. This is double the volatility we saw
TOPThat put/call ratio screams caution, STX might tank post-earnings.[看跌]
1.23K
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01-25
(Part 2 of 5) Earnings Calendar - Mag7 starts along with ExxonMobil (26Jan2026)
Earnings Calendar (26Jan2026) I am monitoring the earnings results from Microsoft, Apple, Meta, Tesla, UPS, GM, Chevron and ExxonMobil. Let us explore the recent performance of ExxonMobil. Stock Performance and Analyst Recommendations Technical analysis for ExxonMobil indicates a “Strong Buy” recommendation, suggesting favourable market signals and trends. In addition to technical factors, analyst sentiment supports a positive outlook for the stock, with a consensus rating of “Buy.” The current price target stands at $132.48. However, this target implies a potential downside of approximately 1.84%, reflecting a drop from the current trading price. ExxonMobil Earnings Highlights Revenue Growth ExxonMobil has demonstrated strong revenue growth over the past decade. The company’s revenue incr
TOPSolid analysis! ExxonMobil's steady growth makes it a defensive gem.[强]
1.09K
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01-25
(Part 3 of 5) - Market Outlook of S&P500 (26Jan2026) - what 20+ indicators tell us?
Market Outlook of S&P500 (26Jan2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator has completed a top crossover, which implies a bearish outlook. Moving Averages The price action, as depicted by the candlesticks, is currently situated above both the 50-day and 200-day moving average (MA) lines. This positioning indicates a bullish trend in both the short-term and long-term outlooks. Furthermore, both the 50 MA and the 200 MA are trending upward, reinforcing the positive trend. Exponential Moving Averages (EMAs) The three Exponential Moving Averages (EMA) lines are converging. We can expect a change from the current bullish trend after the 3 lines have completed their overlap. Chaikin Money Flow (CMF) The Chaikin Money Flow (CMF)
TOPBit confused with the mixed signals, but MAs still solid.[看涨]
695
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01-25
NVDA Options Turn Defensive While IREN Bets Accelerate After 11% Surge Against the backdrop of a sharp selloff in Intel shares following its earnings release, price action within the compute and AI supply chain showed clear divergence. $NVIDIA(NVDA)$
TOPIREN's momentum is wild, options hint at $80 soon.[看涨]