To The Moon

When Running Out of Space Becomes Expensive For most of my investing life, hard drive makers lived in the bargain bin of technology. Demand surged, factories expanded, supply flooded the market, and margins collapsed. Investors learned not to get emotionally attached. Scarcity matters now in a way it never did before. Cloud consolidation means a handful of hyperscalers command enormous, predictable storage volumes, allowing them to pre-book multi-year capacity. Add AI workloads that generate massive cold data archives, and suddenly bulk storage demand is structurally sticky. Seagate now occupies the opposite end of the spectrum. Its manufacturing capacity is effectively committed through 2026, with hyperscale cloud operators already locking in supply. Instead of chasing unpredictable PC de

We have seen $Palantir Technologies Inc.(PLTR)$ showing decline recently, should that be a caution for investors especially with its high valuation concerns and also fear of the potential AI bubble still lingering? Analyzing Palantir Technologies (PLTR) as we head into 2026 requires balancing its undeniable operational success against a valuation that many Wall Street veterans find "eye-watering." The stock’s recent decline is a textbook example of valuation discipline—where even record-breaking growth isn't enough to satisfy a market that has priced in perfection. In this article, we would like to look at the breakdown of why caution is currently the watchword, what to look for in the upcoming Q4 2025 earnings (scheduled for February 2, 2026), an

$American Express(AXP)$ is scheduled to report its fiscal Q4 2025 results on Friday, January 30, 2026, before the market opens. Amex has established a streak of beating EPS estimates over the last four quarters. However, as of late January 2026, the market is balancing this historical strength against fresh regulatory concerns, specifically the proposed 10% cap on credit card interest rates which has pressured the stock recently. Q4 2025 Forecast & Estimates Analysts are looking for solid year-over-year growth, though expectations have been slightly recalibrated in the last 30 days. American Express (AXP) delivered a standout performance in Fiscal Q3 2025 (reported Oct 17, 2024), which reinforced the company’s "premium-first" narrative and prov

Electrical Components & Equipment sector rose an average of ~1.52% at the January 28, 2026 ET market close, mainly driven by surging AI data center power demand, record grid infrastructure needs, and strong outlook from players like $GE Vernova Inc.(GEV)$ and $Eaton Corp PLC(ETN)$ . The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Electrical Components & Equipment. Considering the different perceptions of the stock, this time TigerPicks chose $Linkers Industries limited(LNKS)$

The Week of Maximum Catalysts With 40% of the $S&P 500(.SPX)$ market cap reporting this week—including 3 of my core watchlist names dropping results within a 12-hour window—the options market is pricing in some of the most expensive straddles we've seen since October. As someone running a disciplined options practice account, I treat this as a live-fire exercise in volatility capture and risk management. I'm approaching these three names through the lens of defined-risk spreads and post-earnings IV crush harvesting. Below is my tactical breakdown for today's session: 1. $Apple(AAPL)$ Dipped -0.71%: Key Support Test Ahead of Historic Earnings 📈 Earnings Expectations Analysts anticipate robust Q1 FY26 r

Hi, Tigers 🐯You may have seen semiconductors keep surging right?The $S&P 500(.SPX)$ Semiconductor & Equipment Index is up around 45% year-to-date, making it one of the best-performing parts of the market so far.Money flow backs this up. $iShares Semiconductor ETF(SOXX)$ pulled in about $330 million over the past week, with shares outstanding up roughly 1.6%. At the same time, $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ remains very active, showing that short-term traders are still leaning bullish.The fundamentals aren’t lagging either. Global semiconductor sales hit a record in late 2025, with November reaching US$75.3 billion (+~30% YoY). Memory

January has continued to see trading activity broaden, with two new listings lifting the number of Singapore stocks recording S$1.0 million in average daily turnover (ADT) to 100. The two debutants were recent Catalist entrants, AI powered customer experience firm $Toku Ltd(TKU.SI)$ , and co-living startup The Assembly Place (TAP). The 100 stocks do not include $Low Keng Huat(F1E.SI)$ , which has also seen ADT rise to above S$1.0 million, while also booking S$27.2 million in net institutional inflow, coinciding with controlling shareholders on January 13 upping their offer price to S$0.78 per share, while extending the closing date. The 100 stocks with S$1.0 million ADT over the first 18 trading sessi

The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from $ASML Holding NV(ASML)$ and $SK Hynix, Inc.(HXSCL)$ , combined with reports that China approved $NVIDIA(NVDA)$ 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose

Hi Tigers~[Happy] On Wednesday's close(ET) , U.S. equity markets finished with mixed performance, $S&P 500(.SPX)$ ended essentially flat, edging down less than 0.1%. $Dow Jones(.DJI)$ ticked up modestly by around 0.02%. $NASDAQ(.IXIC)$ posted a small gain of around 0.2%. According to statistical analysis of TradingView data, 29 companies of the S&P 500 with market capitalizations exceeding 20 billion USD hit all-time highs. Overview of Market Drivers: Federal Reserve Holds Rates Steady: The Federal Reserve’s FOMC decision kept the federal funds rate in the 3.50%–3.75% range, pausing further reductions after several cuts in 2025. This was largely expected

👋 Hey Tigers! The highly anticipated 4Q earnings preview for $Coinbase Global, Inc.(COIN)$ is here! 🚀 Current market vibes: Buy the dip or wait on the sidelines? 🤔 Here is the latest take from the Tiger Research Team: 👉 Maintain HOLD rating 👉 Price Target lowered to $220 (previously $300) 📉 While they still believe in COIN’s "Everything Exchange" vision ✨ , the current crypto cycle headwinds are blowing strong. Spot volumes are slipping, and prices are soft—so where exactly is the bottom? ⏳ Tiger Research Team crunched the numbers on the Data, the Cycle, and the Valuation for you. Packed with insights—bookmark this now before reading! 👇 1. 4Q25 Data Check: A Tale of Two Markets 📉🚀 The Tiger Research Team notes a divergence between Coinbase's spot

Gold has now logged nine consecutive advances, with year-to-date gains approaching 30% in 2026. Today, prices hit an intraday high of $5,595, setting yet another all-time record. Gold-related ETFs have also posted stunning year-to-date gains. 3x long $MicroSectors Gold Miners 3x Leveraged ETN(GDXU)$ is up 115.5%, 2x long $Direxion Daily Junior Gold Miners Index Bull 2X Shares(JNUG)$ and $Direxion Daily Gold Miners Index Bull 2X Shares(NUGT)$ have risen 71.1% and 68.5%, respectively. $VanEck Gold Miners ETF(GDX)$ has gained 30.8%, while gold price–tracking ETFs $SPDR Gold ETF(GLD)$