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1.70K
Hot
koolgal
·
01-30
🌟🌟🌟 $UnitedHealth(UNH)$ is the largest healthcare insurer in the US, a company with scale, data and reach that no competitor can replicate.  It dropped like a rock to the bottom of the ocean this week mainly because of news that the proposed rate of increase for Medicare Advantage by the government is only 0.09% instead of the expected 4%. I believe that this is a bargain hunting opportunity as UNH is oversold and undervalued. UNH also has Optum, the quiet powerhouse that touches the entire spectrum of healthcare : from pharmacy benefits, to clinics to data analytics.  Optum is the part that turns UNH from a defensive insurer to a diversified healthcare ecosystem. UNH is still a healthcare giant with deep cash flow, scale and an unmatche

【🎁有獎話題】UNH再次暴跌超20%,此前曾獲股神巴菲特建倉抄底,依家仲能上車咩?

@虎港通
小虎們, $聯合健康(UNH)$ 公佈了財報,其營收出現自1989年以來的首度下滑,導致投資信心明顯受挫![Cool] 此外,利空再疊加,有傳美國政府擬凍結明年私營Medicare計畫給付水準!消息一出美股醫藥保險股紛紛大跌, $聯合健康(UNH)$ 更大跌超20%![Put] 事實上,此前25年8月中旬 $聯合健康(UNH)$ 同樣暴跌,股價近乎腰斬,當時卻獲得了巴菲特首次建倉抄底,段永平抄作業![Thinking] 那麼這次UNH大跌和此前暴跌有何不同,現在是否還值得投資者上車呢?[YoYo] UNH此前一度暴跌超20% 當醫保政策利劍揮下,連行業巨頭也難逃營收首度下滑的命運。 北京時間1月27日(週二)美股早盤, $聯合健康(UNH)$ 一度暴跌近20%。隨後,保險業巨頭哈門那、西維斯健康等也紛紛大幅下跌。 直接導火索是前一日(1月26日)美國醫療保險和醫療補助服務中心(CMS)公佈的一份文件。 這份關於2027年聯邦醫保優勢計劃支付費率的初步方案顯示,支付率預計僅增長0.09%,遠低於市場預期的4%-6%。 對於聯合健康而言,這場暴跌的衝擊不僅是政策變化,公司自身發佈的業績指引也讓市場信心受挫。 公司在2026年的營收預期將超過4390億美元,但這與2025年的4476億美元相比,將下降約2%。 如果最終落地,這將是 $聯合健康(UNH)$ 自1989年
【🎁有獎話題】UNH再次暴跌超20%,此前曾獲股神巴菲特建倉抄底,依家仲能上車咩?
🌟🌟🌟 $UnitedHealth(UNH)$ is the largest healthcare insurer in the US, a company with scale, data and reach that no competitor can replicate. It drop...
TOPglowzi: Spot on! UNH's dip is a bargain buy. Fear equals opportunity here.[看涨]
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927
Hot
Barcode
·
01-30
$Southwest Airlines(LUV)$ $United Airlines(UAL)$  $Delta Air Lines(DAL)$  ✈️✈️🚀 Southwest $LUV erupts, earnings re-rating, liquidity rotation, breakout regime shift Southwest Airlines $LUV just launched to a fresh 3+ year high, ripping ~+15% after a Q4 earnings beat and a bullish FY2026 profit outlook that forces a valuation reset. This is not a headline spike. This is a structure break, a volatility ignition, and a momentum regime shift with flow confirmation. 📊 Adj. EPS: $0.58, beat 💰 Revenue: $7.44B, slight miss 📈 Net Income: $323M 📊 Revenue YoY: +7% ✈️ RPM: +4% YoY 🛫 ASM: +2% YoY 🎯 FY2026 EPS trajectory: $4+ Southwest’s transformation engine
$Southwest Airlines(LUV)$ $United Airlines(UAL)$ $Delta Air Lines(DAL)$ ✈️✈️🚀 Southwest $LUV erupts, earnings re-rating, liquidity rotation, breakout...
TOPCool Cat Winston: I like how your $Southwest Airlines(LUV)$ post frames the volatility and structure shift. The liquidity pocket above resistance looks real, and earnings flow feels regime changing. Reminds me of $Delta Air Lines(DAL)$ when positioning flipped and momentum sustained.
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General
Lanceljx
·
01-29
Gold’s long-term trend still looks constructive, driven by geopolitical risk, central-bank buying, and persistent policy uncertainty. These structural forces suggest higher price floors over time rather than a full trend reversal. Near term, however, the rally is stretched. After a parabolic move, consolidation or pullbacks from profit-taking and data surprises would be healthy. A hawkish-leaning but data-dependent Fed adds volatility, not a clear bearish signal. For strategy, horizon matters. Long-term holders can stay positioned and use pullbacks to rebalance. Short-term or leveraged traders may consider trimming into strength and re-entering on dips. Silver offers higher upside torque but also sharper swings due to its industrial exposure. Overall, I see gold moving into a high-level r
Gold’s long-term trend still looks constructive, driven by geopolitical risk, central-bank buying, and persistent policy uncertainty. These structu...
TOPMortimerDodd: Gold pullback healthy chance to add lah.[看涨]
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672
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xc__
·
01-29

🚨 Dollar's Epic Meltdown Hits 4-Year Lows – Your Wallet Feels the Heat! 📉💥💵

The US Dollar Index has plunged to approximately 96.1, marking its weakest stance since early 2022 as fresh policy signals and global shifts fuel aggressive selling. Over the past year, the greenback has shed nearly 11%, its sharpest drop in years, leaving investors scrambling and everyday purchases feeling pricier. 🌍📉 This slide accelerates after recent White House remarks signaling tolerance for a softer dollar to support exports and counter trade imbalances. With the Fed holding steady on rates amid resilient growth but sticky inflation, the yield allure fades fast. Add in tariff unpredictability, debt worries, and investors rushing into hard assets like gold, silver, and copper — all smashing records — and confidence in the USD takes a major hit. 🪙📈 Everyday ripple effects hit hard: Tr
🚨 Dollar's Epic Meltdown Hits 4-Year Lows – Your Wallet Feels the Heat! 📉💥💵
TOPzookie: Dollar dive is insane! Loading up on gold for safety now.[看涨]
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General
Stayclose
·
01-29
$Microsoft(MSFT)$ DCA-ed 1 more MSFT share at $433.5. ​📉 The Setup: The Post-Earnings Flush & Technical Floor ​The market is currently punishing Microsoft for "only" growing Azure at 37% and increasing Capex. For us, that means we get to buy a world-class compounder at a 20% discount from its highs. ​Support Sniper: The $425–$435 zone is a relatively good support area. We are currently sitting right at the "flush bids" level where smart money accumulates after a temporary earnings miss. 🛡️ ​P/E Compression: At $433, MSFT is trading at a forward P/E of ~29x. Considering it's forecast to grow EPS by 15–20% in 2026, we are buying this growth at a PEG ratio that is significantly more attractive than it was just 48 hours ago. 📉✅ ​Oversold Boun
MSFT
01-29 22:45
USMicrosoft
SidePrice | FilledRealized P&L
Buy
Open
433.50
1
-6.66%
Holding
Microsoft
$Microsoft(MSFT)$ DCA-ed 1 more MSFT share at $433.5. 📉 The Setup: The Post-Earnings Flush & Technical Floor The market is currently punishing Micr...
TOPMR_Wu: Spot on! AI bets will crush it long-term.[龇牙]
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1.01K
General
KYHBKO
·
01-30

how else to value S&P500

Here is the S&P 500 denominated in gold (i.e., the S&P 500 to Gold Ratio), which shows how many ounces of gold are equivalent to the S&P 500 index level at month-end closes (or closest available data). This is calculated as S&P 500 index ÷ gold price per ounce (USD).Current/latest (as of late January 2026, around January 25–28): Approximately 1.32–1.37 ounces of gold (sources like Longtermtrends report 1.32 on Jan 25 with S&P ~6,979 and gold ~$5,282; slight variations exist due to exact daily closes).  The ratio has trended downward over the last 6 months, reflecting gold's strong outperformance (gold surged significantly while the S&P 500 showed more modest/net flat changes in relative terms).  At end of July 2925, this index is 1.90 when S&P500 stood
how else to value S&P500
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1.27K
Selection
orsiri
·
01-30

The Scarcity Sovereign: How Storage Finally Learned Pricing Power

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
The Scarcity Sovereign: How Storage Finally Learned Pricing Power
TOP1PC: Great Insight & Sharing 😁 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @koolgal @Shyon
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1.53K
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nerdbull1669
·
01-30

Consider Risks and Volatility For Palantir's Earnings Option Play ?

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
Consider Risks and Volatility For Palantir's Earnings Option Play ?
TOPDIMCO: Cash-secure puts are smarter here, mate. Less risk with IV crush.[比心]
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3.44K
Hot
Barcode
·
01-30

🚗🤖⚡ TSLA earnings reset + analyst PT divergence + gold-band liquidity flush + Optimus Gen 3 reprice autos and AI ⚡🤖🚗

$Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$  $NVIDIA(NVDA)$  29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Tesla’s post-earnings repricing reflects a liquidity-driven regime transition, where analyst dispersion, convexity flow, gold-band mean reversion, FSD scale, and the Optimus production pivot converge into a defining inflection for autos, AI compute, and embodied robotics. The current tape balances short-term valuation compression 📉 against long-duration autonomy, robotics, and software optionality 🧠🤖 as capital allocation discipline, supply chain restructuring, and dataset scale recalibrate forward earnings power. 🧠📊 Tesla: Analyst PT divergence,
🚗🤖⚡ TSLA earnings reset + analyst PT divergence + gold-band liquidity flush + Optimus Gen 3 reprice autos and AI ⚡🤖🚗
TOPTanggol: Good morning poh,, Ma'am,,, Sir,, thank you for your support,,, 🙂❤🙏🫂😎🥰God bless you,, 🙏
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3.64K
General
OptionsDelta
·
01-30

Mega $10M+ Order Sells Calls on Gold ETF, Signaling a Potential Top

$GLD$ Today, scanning large orders, I was startled to see a massive call buy on the Gold ETF: $GLD 20260213 505.0 CALL$ , with 80,000 contracts traded for a total notional value of $71.33 million. Later, I discovered an equally large sell call order. Placed simultaneously, they likely constitute a paired, combination order—specifically, a Bear Call Spread: Sell Call $GLD 20260213 495.0 CALL$ , Buy Call $GLD 20260213 505.0 CALL$ . This positions for GLD to be below 495 by February 13th, with the long 505 call serving as protection. At this stage, the conviction behind a sell call order c
Mega $10M+ Order Sells Calls on Gold ETF, Signaling a Potential Top
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6.04K
Selection
Tiger_comments
·
01-29

Mag 7 Earnings Bingo: Can You Connect 3 Keywords From This Week’s Calls?

This week’s earnings made one thing clear: the market isn’t just pricing Revenue & EPS anymore — it’s pricing AI efficiency, strategy, and payback timing. $Meta Platforms, Inc.(META)$ jumped 10% and delivered visible ROI story Q4 revenue $59.9B (+24% YoY) (beat), EPS beat; Ads stayed dominant ($58.1B), engagement held strong (Family of Apps 3.58B DAP, +7% YoY), even as 2026 capex was guided up to $115B–$135B. The market still bought it — because the monetization path feels most direct. $Microsoft(MSFT)$ beat across the board yet still got sold on surprising capex Adjusted EPS $4.14 (beat vs. $3.91 expected), revenue $81.27B (+17% YoY) (beat vs. $80.31B expected), but shares fell ~5% after hours. Azure
Mag 7 Earnings Bingo: Can You Connect 3 Keywords From This Week’s Calls?
TOPkoolgal: 🌟🌟🌟3 Keywords define this week's earnings: AI Capex Surge, Beat But Sold Off & Physical AI Narrative & Capex Spending Plan. Meta vs Microsoft - One fell, one rose. Why? Microsoft delivered great results but capex rose. The physical AI buildout is massive with data centers, chips. The payoff is there but long dated & the market is tired of waiting. Investors wanted a victory lap but they got more capex. Microsoft didn't stumble on fundamentals. It stumbled on expectations. Meta rose because it is able to link its AI spending to efficiency & ROI. Ads are re-accelerating. Margins are expanding. Guidance is confident without sounding reckless. Meta didn't just reported numbers. It delivered reassurance. Investors rewarded that clarity. AI Capex surge for Meta & Microsoft. Microsoft beat earnings expectations but sold off. Meta is able to show its Physical AI Narrative & Capex plan can lead to increased revenue. @Tiger_comments @TigerStars @Tiger_SG @TigerClub
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nerdbull1669
·
01-29

Can American Express (AXP) Live Up To Its Strong History of Beats Against New Macro-Regulatory Pressures.

$American Express(AXP)$ 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
Can American Express (AXP) Live Up To Its Strong History of Beats Against New Macro-Regulatory Pressures.
TOPBerniceCarter: I reckon AXP could surprise again, but watch those rate caps![得意]
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TigerPicks
·
01-29

‌E&C/E&E Winners | Are LNKS, NXT, SMXT, EOSE, FLNC, SHLS, XPON & TE leading the AI-driven rally?

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 $Linkers Industries limited(LNKS)$
‌E&C/E&E Winners | Are LNKS, NXT, SMXT, EOSE, FLNC, SHLS, XPON & TE leading the AI-driven rally?
TOPEdwardHughes: Solid rally on AI stocks, really buzzing![看涨]
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2.88K
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Esther_Ryan
·
01-29

My Pre-Market Options Setup for AAPL, STM & NOK Ahead of Q4 Releases

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
My Pre-Market Options Setup for AAPL, STM & NOK Ahead of Q4 Releases
TOPPandoraHaggai: I'm selling AAPL straddle into Gemini reveal. Strike at $185. What's yours?[强]
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ETF_Tracker
·
01-29

🚀Semiconductors Rallying to New Highs: Key Tickers' Technical Update

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
🚀Semiconductors Rallying to New Highs: Key Tickers' Technical Update
TOPL.Lim: Is this another official Tiger account without a blue tick?
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2.58K
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SGX_Stars
·
01-29

100 Singapore Stocks Now Trading Over S$1M a Day

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
100 Singapore Stocks Now Trading Over S$1M a Day
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TigerPicks
·
01-29

Semiconductor Stars|Will INTC, TXN, RMBS, MCHP& MU Extend Momentum?

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
Semiconductor Stars|Will INTC, TXN, RMBS, MCHP& MU Extend Momentum?
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15.11K
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WallStreet_Tiger
·
01-29

🎉29 US Stocks Hit New Highs: Exxon Leads the Tech and Commodities Uptrend

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
🎉29 US Stocks Hit New Highs: Exxon Leads the Tech and Commodities Uptrend
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1.80K
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Capital_Insights
·
01-29

COIN 4Q25 Preview: PT Cut to $220! Is Crypto Cycle Stalling?🚨

👋 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
COIN 4Q25 Preview: PT Cut to $220! Is Crypto Cycle Stalling?🚨
TOPDaveLewis: Price target slashed? Crypto cycle look rough, mate. Holding COIN long-term still.[看跌]
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CC on ETFs
·
01-29

Looking back at history, where does gold head after consecutive surges?

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 $SPDR Gold ETF(GLD)$
Looking back at history, where does gold head after consecutive surges?
TOPJackQuant: Thanks for sharing! We need to learn from the history~
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