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Pinkspider

02-26 23:26

AI REVOLUTION

CURRENT STATE OF THE AI REVOLUTION: The fact that Nvidia, $NVDA, just posted $68.1 BILLION in quarterly revenue yet markets are unimpressed is telling. Nvidia's free cash flow jumped nearly +$20 BILLION year-over-year and the company crushed just about all expectations. In fact, there is not much more Nvidia could have said to reaffirm how strong demand is for their products. Meanwhile, the stock went from +4% to -4% as the market reopened. Why is this happening? Because expectations are so high that it's becoming difficult to impress. At this stage, companies do not just need to beat earnings, they need to beat the beat. Still, Nvidia's earnings have reaffirmed our view: The AI Revolution is accelerating.

AI REVOLUTION

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242

xc__

02-26 23:27

🚨 Jamie Dimon Just Sounded the 2008 Alarm – But Warren Buffett's $382B Cash Monster Is Locked and Loaded! 💰😱

$JPMorgan Chase(JPM)$ JPMorgan Chase CEO Jamie Dimon is ringing serious bells. He sees today's frothy markets mirroring the wild pre-crisis years of 2005-2007: soaring asset prices, everyone chasing quick wins, heavy leverage creeping in, and a "sky's the limit" mindset taking over. "The rising tide is lifting all boats again," he warned investors this week, noting some players are already doing risky things just to keep up. Competition is fierce, euphoria is building – classic setup for trouble ahead? 🛑📉 Enter the ultimate contrarian: Warren Buffett. While the crowd parties, Berkshire Hathaway sits on a jaw-dropping $382 billion in cash and short-term Treasuries – the largest corporate reserve in U.S. history, bigger than the combined hoards of Mi

🚨 Jamie Dimon Just Sounded the 2008 Alarm – But Warren Buffett's $382B Cash Monster Is Locked and Loaded! 💰😱

# 💰Stocks to watch today?(27 Feb）

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Sporeshare

02-27 00:01

$AEM SGD(AWX.SI)$ Aem - Finally, she is back in the black with FY net profit of 17.148m, declared Final dividend of 1.3 cents. At current price of 2.03, yield is merely 0.64%. Price seem trading at premium price level! Profit margin is 4.1%. PE 37.9x . Let's see how the market react! • Revenue for FY2025 reached S$399.3 million, up 5% year-on-year, driven by the ramp with its major Artificial Intelligence (“AI”)/High-Performance Computing (“HPC”) customer and continued adoption of its advanced test solutions. • Profit before tax increased 51.6% year-on-year to S$21.3 million. PBT margin improved 1.6 ppts to 5.3%, due to higher revenue and thus improved operating leverage. • The Board of Directors have recommended a final dividend of

$AEM SGD(AWX.SI)$ Aem - Finally, she is back in the black with FY net profit of 17.148m, declared Final dividend of 1.3 cents. At current price of ...

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431

BTS

02-27 01:08

$NVIDIA Corp(NVDA)$ The earnings performance of NVIDIA (NVDA), combined with a 5-year low in stock valuation, creates a compelling dilemma NVDA's record-breaking results show that even good news may no longer be enough to satisfy lofty earnings expectations; this price action intensifies the valuation debate of bargain or value trap, especially as "2027 Anxiety" persists over whether the moat is intact amid rising competition and shifting market conditions If Blackwell shipments exceed expectations, Jensen silences doubters with strong AI dominance data, and the second leg of the AI bull market begins, likely leading to a bullish breakout toward $200 Even with solid earnings, but enthusiasm fades amid broader macro risks and profit-tak

Nvidia Earnings: Valuation at 5-Year Low! Can Nvidia Break "Earnings Curse"?

@Tiger_comments：

Tomorrow after the close, $NVIDIA(NVDA)$ will report earnings.On one side, Wall Street’s ever-rising expectations; on the other, macro geopolitical tensions, renewed tariff noise tied to Trump, and growing market anxiety over whether AI spending can stay this hot into 2027.1. Earnings Expectations: Good News May No Longer Be EnoughCurrent consensus puts Q4 revenue around $57 billion, with data center expectations the most aggressive — analysts have lifted forecasts from about $52.7B six months ago to roughly $60.1B now.Recently, even when Nvidia beats expectations, the stock hasn’t reacted strongly. Once “surprise” becomes standard, marginal impact declines. Options pricing currently implies about a ~6% move this week — in either direction.2. Valu

Nvidia Earnings: Valuation at 5-Year Low! Can Nvidia Break "Earnings Curse"?

$NVIDIA Corp(NVDA)$ The earnings performance of NVIDIA (NVDA), combined with a 5-year low in stock valuation, creates a compelling dilemma NVDA's r...

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152

Fistein

02-27 01:39

$Lithium Americas Corp.(LAC)$ $10 Target Price once Zimbabwe ban Lithium Exports, coupled with China's rare earth export restrictions. Key Growth Catalysts for LAC: 1. Project Development & Financing- Substantial Government Backing in Thacker Pass Project. The U.S. Department of Energy (DOE) loan of $2.23 billion, with $435 million already drawn, significantly reduces funding risk and provides low-cost capital. Furthermore, reports of the U.S. government taking a direct equity stake (potentially up to 10%) emphasize the project's strategic national importance and provide additional financial and political support. Strategic Partnership with General Motors (GM): A joint venture and long-term offt

Lithium Shares Rise With Sigma Lithium up 28%; Albemarle up over 8%. Zimbabwe Bans Exports of All Raw Minerals and Lithium Concentrates

UPDATE 2-Zimbabwe bans exports of all raw minerals and lithium concentrates, cites malpracticesSays reviewing export systems to plug leakages Africa's top lithium producer wants more local processingExported 1.1 mln metric tons of lithium concentrates in 2025Adds details from paragraphs 5-12By Chris Takudzwa Muronzi

Lithium Shares Rise With Sigma Lithium up 28%; Albemarle up over 8%. Zimbabwe Bans Exports of All Raw Minerals and Lithium Concentrates

$Lithium Americas Corp.(LAC)$ $10 Target Price once Zimbabwe ban Lithium Exports, coupled with China's rare earth export restrictions. Key Growth C...

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370

koolgal

02-27 08:40

🌟🌟🌟I believe that Circle $Circle Internet Corp.(CRCL)$ rally still has legs. Despite the 35% jump, the consensus analyst Target remains in the USD 126 to USD 131 range. Some analysts including Seaport Global are even eyeing USD 280, citing a massive acceleration in on-chain utility. Technical analysts see the surge past the USD 77 resistance as a breakaway gap that could signal a major new uptrend. Another major catalyst is the Circle Payments Network or CPN. It isn't just a platform. It has moved Circle from just a stablecoin issuer to a global financial utility. CPN is also being engineered for Autonomous AI Agents. This is Circle's Agentic AI Moonshot and the market is enormous. Expect trillions

🌟🌟🌟I believe that Circle $Circle Internet Corp.(CRCL)$ rally still has legs. Despite the 35% jump, the consensus analyst Target remains in the USD ...

# Circle Soars 30%! Still Room to Run?

TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon

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478

koolgal

02-27 09:00

🌟🌟🌟On February 26 2026, $NVIDIA(NVDA)$ fell over 5 % despite an earnings beat. When the giant sneezes, the tech heavy Nasdaq catches a cold, dropping 1.2% as investors question if the growth is sustainable. However this is a great buying opportunity. Nvidia did not fall because the business is failing. It fell because it did not exceed the high expectations of the most aggressive speculators. The reality is that Nvidia's revenue grew 73% YoY and its margins stayed at a massive 75%. Blackwell is in full scale production and demand is skyrocketing. If you are using a Dollar Cost Averaging strategy, this drop in NVIDIA's share price is exactly what irons out your long term cost basis. You would be buying a wonderful company

【📠期貨趨勢解碼】美股頭部結構仍未被打破，逢低睇升黃金同VIX依然值得考慮？

@期貨茄哩虎：

各位小虎們大家好！交易員Owen先祝大家馬年大吉！新年繼續在資本市場賺多多！[Sly]隔夜美股盤後，「算力沙皇」英偉達繼續發布超預期財報，當季總營收按年增長73%至 681.2億美元，淨利潤按年變化79%至395.5億美元，遠超市場預期的374.9億美元！數據中心季度營收為623.1億美元，高於預期的603.6億美元，超過90%的營收均來自數據中心！[Cool]業績指引同樣超預期，預計2026年Q1營收為780億美元，上下浮動2%，分析師預期為726億美元，但英偉達表示本次預測並未計入來自中國的數據中心收入！[Surprised]2026年以來，英偉達的股價（年升幅為4.86%）表現超過美股七巨頭以及其他科技大廠，更是超過了美股三大指數，依舊是當之無愧的「算力沙皇」，在萬億美元市值俱樂部中，實現上升的只有蘋果（升幅僅為0.87%）！[666]過去兩週，Alphabet、Meta和亞馬遜先後公佈了遠超預期的2026年資本支出計劃，不僅是他們，整個超大規模數據中心聯盟（亞馬遜、谷歌、微軟、Meta）2026年的資本支出預期高達6500億美元！！！如果算上甲骨文和CRWV，這個數字更是飆升至7400億美元，這意味着按年增長70%，是 2025 年底市場普遍預期的 35% 增長率的兩倍！[Miser]如果達到7000億美元的目標，實際上相當於這些企業的數據中心現金流的100%，根據Bloomberg的推算，按這個速度，到2028年，全球數據中心所需的資本支出約為 2.9 萬億美元（而且這個數字還在不斷增長），但目前的資本支出只能滿足其中的一半左右。這意味着，各種形式的債務——包括企業債務、資產支持證券/商業抵押貸款支持證券，必須填補剩餘的1.5萬億美元（而且還在不斷擴大）的缺口。[OMG]因此，目前Owen的策略不變，仍然是小倉位的押注SPY的看跌買方頭寸，並持有VIX的看多頭寸，

【📠期貨趨勢解碼】美股頭部結構仍未被打破，逢低睇升黃金同VIX依然值得考慮？

🌟🌟🌟On February 26 2026, $NVIDIA(NVDA)$ fell over 5 % despite an earnings beat. When the giant sneezes, the tech heavy Nasdaq catches a cold, droppi...

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TigerEvents

02-27 17:43

[Events] The ONE Thing I Want to Achieve in 2026 Is __

It’s Friday — let’s keep it simple. Pick one goal you want to achieve in 2026, something specific you can actually work toward. It can be investing-related, like: “Get my portfolio back to green.” “Learn options the right way (no more guessing).” “Do a weekly review of my trades.” Or it can be life-related, like: “Lose 10 pounds.” “Spend more time with family.” “Learn a new skill.” How to Enter Comment: “In 2026, the ONE thing I want to achieve is: ________.” (Optional: add a short reason or plan.) Event Dates Feb 27, 2026 – Mar 3, 2026 Prizes Everyone who comments here or posts under the topic gets 5 Tiger Coins. We’ll also pick 1 standout comment (most actionable / most relatable) for a bonus gift $Tiger Brokers(TIGR)$

[Events] The ONE Thing I Want to Achieve in 2026 Is __

# Tiger Friday

TOPShyon: In 2026, the ONE thing I want to achieve is: grow my portfolio at a steady, consistent pace — without sudden spikes or painful drawdowns. I’m done with adrenaline investing. No chasing hype or emotional entries — just calm, disciplined growth that compounds quietly and lets me sleep well at night. I’ve experienced sharp rallies and uncomfortable pullbacks, and I’ve realized volatility impacts my mindset more than I’d like. What I want is a smoother equity curve — fewer dramatic swings and better position control. That means focusing on quality companies, proper sizing, and avoiding unnecessary high-beta exposure. My plan is simple: follow structured entries, review my portfolio weekly, trim into strength, and always respect risk management. If I finish 2026 with steady gains and lower stress, that’s a real win. Consistency over excitement — that’s the goal. @TigerEvents @TigerStars @Tiger_comments @TigerClub

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nerdbull1669

02-27 10:11

Watch MongoDB (MDB) FY2027 Guidance and AI Monetization Updates

$MongoDB Inc.(MDB)$ is scheduled to report its fiscal Q4 2026 results on Monday, March 2, 2026, after the market closes. The stock has been a high-performer in fiscal 2026, recently benefiting from a re-acceleration in cloud adoption and AI-driven workloads. However, with a high valuation (roughly 12x sales) and a track record of massive price swings, this earnings print is a high-stakes event for both investors and short-term traders. Q4 2026 Consensus Expectations MongoDB (MDB) reported its fiscal Q3 2026 results on December 1, 2025, delivering what many analysts called a "blockbuster" quarter. The report effectively erased lingering concerns about a slowdown in cloud consumption and sent the stock surging over 15% in after-hours trading. Q3 2026

Watch MongoDB (MDB) FY2027 Guidance and AI Monetization Updates

# Q4 Earnings Season: Valuations Stretch, What to Focus?

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nerdbull1669

02-27 10:48

MARA Pivot: Power as the Competitive Edge -> Long-Term Returns?

$MARA Holdings(MARA)$ is currently undergoing a massive structural pivot. As of February 2026, the company has officially rebranded and repositioned itself from a "pure-play Bitcoin miner" to an energy and digital infrastructure company. This shift is a direct response to the "hashprice" squeeze—where the cost to mine Bitcoin has risen while rewards have stayed flat—and the exploding demand for AI data center capacity. The Strategy: From Mining to "Power Arbitrage" The core of MARA's new valuation rests on its 1 gigawatt (GW) of near-term IT capacity (with a pathway to 2.5 GW). In the AI world, "power is the new oil," and MARA controls several of the few remaining sites in the U.S. that can actually plug in thousands of H100 GPUs today. The Starwo

MARA Pivot: Power as the Competitive Edge -> Long-Term Returns?

# 💰Stocks to watch today?(27 Feb）

TOP1PC: Nice Sharing 😊 @Aqa @Shyon @DiAngel @koolgal @JC888 @Shyon @Barcode

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236

Shyon

02-27 13:42

My stock in focus today is $Dell Technologies Inc.(DELL)$ , after an impressive earnings report that pushed shares up about 11%. The company posted record Q4 revenue of $33.4 billion and beat EPS expectations, while guiding fiscal 2027 revenue to $138–$142 billion — well above estimates — signaling strong forward momentum. The biggest highlight is AI. Dell expects AI server revenue to jump 103% to around $50 billion in fiscal 2027, supported by over 4,000 AI server customers. With heavy AI infrastructure spending from Alphabet Inc., Microsoft Corporation, Amazon.com Inc., and Meta Platforms Inc., Dell is well positioned in this capex cycle. On top of growth, Dell raised its dividend by 20% and added $10 billion in buybacks. Compared with peers l

My stock in focus today is $Dell Technologies Inc.(DELL)$ , after an impressive earnings report that pushed shares up about 11%. The company posted...

# 💰Stocks to watch today?(27 Feb）

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360

Emotional Investor

02-27 16:01

So yesterday I sent a message only to people that follow me about $Rocket Lab USA, Inc.(RKLB)$ their earnings call was after market today, so I wanted to give my opinion on what would likely occur to my friends in tiger. I also shared the returns I have made on the stock. Over US$ 30k on the stock from an initial investment of about US$3k. So a 10x on the stock basically. But that excludes the profits I also made buying, excising and selling long calls. About another US$10k. So my prediction was correct. I expected rocket lab to announce a delay in the launch of their new neutron rocket which would cause the price to drop. And after market it did, about 5%. Tomorrow I expect it mite recover a little or just flatline. But next week

So yesterday I sent a message only to people that follow me about $Rocket Lab USA, Inc.(RKLB)$ their earnings call was after market today, so I wan...

# 💰Stocks to watch today?(27 Feb）

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The Investing Iguana

02-27 16:07

ST Engineering vs. CDL: The Truth About Massive Profit Swings (SGX Daily Pulse 27 Feb 26) | 🦖EP1452

ST Engineering vs. CDL: The Truth About Massive Profit Swings (SGX Daily Pulse 27 Feb 26) | 🦖EP1452The auntie at the Bedok wet market was packing my vegetables this morning when she asked if I'd seen the STI lately. She sounded excited about the index nearing 5,000. That is usually the exact moment I start getting nervous.But here is the uncomfortable truth: that 5,000-point milestone is a psychological trap. I’ve been auditing the Q4 earnings for ST Engineering and CDL, and the underlying reality is far messier than the headline spikes. We have to stress-test these yields against the 4.0% CPF Special Account floor.Let's define a key term. The yield spread is the extra return you get for taking on equity risk instead of keeping cash in your CPF. Suntec REIT is one of the few clearing my 15

ST Engineering vs. CDL: The Truth About Massive Profit Swings (SGX Daily Pulse 27 Feb 26) | 🦖EP1452

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OUE REIT

02-27 16:55

OUE REIT: 5 March POEMS Lunchtime Webinar

2026 is already shaping up to be a milestone year for OUE REIT! We kicked off the year with two big highlights: 🚀 Robust Core DPU growth of 13.8% for FY2025, and 🔑Our maiden strategic expansion into Sydney’s CBD prime office market, with a 19.9% interest in Salesforce Tower—a bold first step as we embark on Phase 3 of our value creation journey. Curious about what’s driving our resilient performance and how we’re building for sustainable growth ahead? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Thursday at POEMS’ lunchtime webinar to hear directly from management on: FY 2025 Results and Singapore Market Outlook Phase 3 Value Creation Journey and Growth Priorities Strategic Expansion into Sydney’s CBD Prime Office – Why? 📅Date: 5 March 2026, Thursday 🕧Time: 12.00pm - 1.00p

OUE REIT: 5 March POEMS Lunchtime Webinar

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Tiger_CashBoostAccount

02-27 17:04

💰💰Congrats to the Impressive Earnings & Success Stories by Cash Boost Account!

Hello, Tigers!🐯How's your trade going this week?We started rewarding the sharing of winning trades in the Telegram CashBoost group every week. In this activity, you can earn tiger coins and receive tiger-themed peripheral souvenirs.Welcome to join the Telegram group!💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉Follow @Tiger_Contra to see more Dividend Picks & High Alpha Stocks analysis.We have been excited to see many Tigers in the community who have opened a Cash Boost account and are sharing their profitable trades.This week, 5 users have already profited a lot through Contra🎉🎉On Feb 26th, we're excited to see

💰💰Congrats to the Impressive Earnings & Success Stories by Cash Boost Account!

# 💰Stocks to watch today?(27 Feb）

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545

R and T

02-21

$iShares Bitcoin Trust(IBIT)$ SP40 入價被行權了，接貨成本 = $40 - 0.78 = $39.22。由於 SP46 亦早前被提早行權，所以我亦已經開了SC40, 為這注提早做了一個成本價 SC (期權金很豐厚呢，有 $1.46）！

IBIT

02-21 14:27

USiShares Bitcoin Trust