2.28K
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02-05
🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal show me moment for Big Tech. While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. Google's earnings report showed that it is benefiting from its long term AI integration. However the cost is substantial. The Harvest: Google Cloud increased 48% as AI workloads grew. It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises. The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending. The
TOP1PC: Nice Sharing 😁$2 above my prediction [LOL] Good Luck 🤞 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon
1.26K
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02-05
🌟🌟🌟 $Amazon.com(AMZN)$ finds itself caught in the Bullwhip Shadow. This is the sting of over ordering inventory. In 2026 it is the fear of over ordering data centers. The Capex Binge: Amazon is expected to increase capex exceeding USD 150 billion. After Google was punished for its USD 175 B+ forecast, investors are concerned that Amazon is overspending in Capex. CEO Andy Jassy needs to prove that the massive billions being spent on AI infrastructure are actually hitting the bottom line now, not in 2028. Amazon must deliver in 3 areas: AWS needs to show growth of 21% or higher. Anything less, the AI laggard label returns with a vengeance. The Margin Magic: Analysts are looking for EPS of USD 1.97. If the Bullwhip effe
TOPThat capex binge is scary, mate AWS needs to smash 21% or it's all over.[看跌]
26.70K
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02-05
Post-results movers: Keppel surges 5%; SGX falls 1.5%
🔝 $Keppel(BN4.SI)$ call warrants $KeppelMBeCW260330(MXDW.SI)$ are amongst this morning's top warrant performerswith gains between 38% to 41% after Keppel shares surged as much as 5.3% to$11.53 this morning. Macquarie has no put warrants tracking Keppel. 📢Before market open this morning, Keppel posted net income of S$789 million in 2025, a 16% decrease from a year earlier, and missed the S$857 million average of 11 analyst estimates polled by Bloomberg ✍The lower than estimated income stemmed from an accounting loss of SGD 222 million from the sale of M1 in August 2025 ↗Revenue rose about 3% to SGD5.98 billion, missing the Bloomberg consensus projection of SGD 6.64 billion, although the firm generated
TOPKeppel's special div surprise lifted it big! SGX dip could be a chance to buy low.[看涨]
1.43K
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02-05
$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ 🚨📰🗞️ I’m seeing meaningful institutional signals lining up around $TSLA right now, and the capital flows are getting hard to ignore. 🚨 ARK Invest’s $ARKX just added 35,766 shares of Tesla, roughly $14.5M at the $406.01 close. Cathie Wood stepping in here signals conviction into weakness rather than chasing strength. 📰🗞️🚨 Zurcher Kantonalbank also lifted its Tesla exposure by 6.28%, adding 130,827 shares and bringing total holdings to 2,214,141 shares, worth nearly $996M in the latest 13F. That’s steady institutional accumulation, not speculative trading. 🚨 Then the real lon
TOPSpot on! Tesla's AI pivot is a game-changer.[看涨]
109
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02-05
The Market Doesn’t Break. People Do.
I. Headlines & Catalysts Yesterday was a textbook rotation day. Momentum stocks were hit hard as traders rushed for the exits, while defensive names quietly took the lead. The Nasdaq broke lower, yet the Dow pushed into fresh all-time highs! That split told the whole story. Risk was not leaving the market, it was just changing seats. Software led the pain. What started as a greenish open faded fast, and by the afternoon even strong earnings could not stop the selling. The mood shifted from chasing growth to protecting capital. II. Sector Performance Snapshot Green on the board belonged to defense. Real Estate and Energy topped the list, followed by Consumer Defensive, Healthcare, and Financials. Capital rotated toward areas that tend to hold up when uncertainty rises. On the other side
446
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02-05
Market panic feels random, but it never is.
Let me tell it calmly, the way I see it. Gold started falling. Then silver cracked. Hard. People were overleveraged, crowded, convinced the crisis was here. Euphoria. When margins got hit, they did not sell what they wanted. They sold what they could. Crypto was liquid, so it went next. That is not crypto failing. At least, I do not think it is. That is stress moving through the system. I have seen this many times. Panic never looks logical in the moment. Everyone searches for a villain, a headline, a reason. But most sell because they must. They didn’t changed their mind in a few days. While that happens, bigger players stay quiet. They do not rush. They buy slowly, knowing fear does the hard work for them. This is how markets reset. Clarity for whales, confusion for the weak hands. I do
664
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02-04
$CRWV 20260213 72.0 PUT$ Sell Put to collect premium and an opportunity to own it at $72.00 per share as the stock price has come down from all time high.
CRWV PUT
02-04 00:20
US20260213 72.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.00 2Lot(s) | +96.00% Holding |
1.10K
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02-04
$CSOP HS TECH(03033)$ 看,我已經走去半步,因你的鼓舞,尋覓了千番千次找不到角落,有了你說句 :再見空虛[流泪]
TOPI wish you a secret food[强]
3.18K
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02-04
$Gold Trust Ishares(IAU)$ Betting on gold now. I believe it should catch up the previous high. Scalping on this.
IAU
02-04 17:12
USGold Trust Ishares
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 95.50 50 | -2.81% Holding |
TOPNice move on gold! Scalping's smart play.[得意]
1.67K
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02-04
$NVDA DIAGONAL 260204/260206 CALL 190.0/CALL 185.0$ Take $353 profit over 2 days and roll another 2 days to earn another $150
NVDA Diagonal
02-04 22:54
US190.0/185.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.75 2 | -- Closed |
TOPSolid gains! Keep riding the wave.[得意]
8.77K
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02-04
$Oracle(ORCL)$ ORCL: take loss at about 26% when sold all positions at $151. Bought ORCL at $205 and with these slew of negative news and ORCL stars in some of the potential funding and dilution risk, decided that it's not worth the wait. Risk to rewards even at this price is questionable so decided to just take the L and move on.
TOPThat's rough mate, cutting losses is smart when risk pile up.[流泪]
3.58K
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02-05
$ADBE STRANGLE 260220 PUT 295.0/CALL 385.0$ The strategy failed as Adobe dipped below strike. Selling to cut the loss
ADBE Strangle
02-04 23:11
US295.0/385.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Debit Close | 24.90 1 | -- Closed |
TOPOuch, ADBE got me too! Had to bail last month.[流泪]
1.40K
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02-05
$PATH 20260206 13.0 CALL$ Take the loss. Got greedy. Also ego got in the way of not admitting mistakes. Learn.
PATH CALL
02-04 23:24
US20260206 13.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 0.05 20Lot(s) | -97.59% Closed |
TOPAh, greed blinds us all. Been there too.[安慰]
3.14K
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02-05
$Oracle(ORCL)$ Keep calm and buy when market is red. All time high $345, now $144. Very happy to be able to buy more shares. Next buy will be below $100 already. Hope the stock can continue dropping. 2027 onwards once OPENAI contract start, thing will change very differently.
TOPGood on ya, mate! Snagging Oracle at this price is a ripper deal. Hope it tanks to $100 soon for more buys![财迷]
1.18K
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02-05
$BABA DIAGONAL 260320/260515 PUT 150.0/PUT 145.0$ Roll out and down to manage the position. To lower some risk.
BABA Diagonal
02-05 04:29
US150.0/145.0
| Side | Price | Realized P&L |
|---|---|---|
| Credit Close | -1.55 | -- Closed |
TOPRolling positions is a smart way to cut risk. Cheers![强]
2.07K
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02-05
$CRWD DIAGONAL 260220/260515 PUT 440.0/PUT 400.0$ Rolling down my crwd to ensure long strike price. Will keep rolling given the uncertainty in market condition now.
CRWD Diagonal
02-05 03:55
US440.0/400.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -1.97 1 | -- Closed |
3.08K
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02-05
$ETHU 20260227 55.0 PUT$ Underlying weakness in eth is dragging ethu down too fast. Close position. Price recovery not possible in near term.
ETHU PUT
02-04 23:17
US20260227 55.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 28.10 1Lot(s) | -2.91% Closed |
1.31K
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02-05
$SES AI Corp(SES)$ Buying the dip for a short-term trade! Leaning towards an upside bias for today but will be monitoring when market opens.
186
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02-05
$AMGN surges 8.15% to $368.75 52-week high on $200M inflows
$Amgen(AMGN)$ Amgen Inc.(AMGN) Skyrockets +8.15%: Bio-Tech Giant Touches 52-Week High, Momentum Accelerates Latest Close Data: AMGN closed at $366.20 on 2026-02-04, surging +8.15% ($27.61). The session high of $368.75 matched the 52-week high. Core Market Drivers: Strong buying momentum fueled by robust institutional and retail inflows, with net positive capital flow of ~$200M for the day. The stock's breakout follows a period of consolidation, potentially driven by positive sentiment in the biotech sector and anticipation around the company's pipeline updates. Technical Analysis: The explosive move was confirmed by high volume (5.9M shares, Volume Ratio 2.11x) and strong momentum indicators. The RSI(6) spiked to 76.71, indicating overbought condi
800
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02-05
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TOPExcited to join this Earning Tiger Coins sounds fab.[开心]