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04-28
Big Tech Earnings: MSFT, GOOG, META, AMZN, AAPL Compete, Who Is the Biggest AI Winner?
In the last two days of April, the most concentrated earnings window for the tech sector has arrived. $Microsoft(MSFT)$, $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Meta Platforms, Inc.(META)$ will all report after market on April 29, followed by AAPL on April 30. This is not just a quarterly data update — it is a collective test of one core question: Has AI spending actually translated into real revenue? 1. $MSFT: Can Azure justify a $24B capex surprise? Azure Q3 growth expectation: ~38% Citi & Morgan Stanley modeling: 39% The gap looks small, but the real “powder keg” is Q4 capex guidance. Citi expects $40B cap
TOPShyon: Going into this earnings cluster, I’m treating it as a test of AI monetization rather than just EPS. Among Microsoft, Alphabet, Amazon, and Apple, I see $Amazon.com(AMZN)$ as the most likely to rally post-earnings. AWS has the clearest visibility with backlog tied to OpenAI and Anthropic, so even moderate upside in growth can justify further re-rating. On $Microsoft(MSFT)$ , I’m more cautious. The $24B capex gap is a real narrative risk — if Azure doesn’t reaccelerate meaningfully, the market could quickly question ROI on AI spending. A small slowdown in growth could have an outsized impact on sentiment, making this the most asymmetric risk setup among the four. For $Apple(AAPL)$ , I expect a relatively steady quarter. With John Ternus stepping up, this feels more like a transition phase. I’ll focus on China and Services, while AI likely remains a WWDC story rather than a near-term catalyst. @Tiger_comments @TigerClub @TigerStars
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04-28
What To Expect From DBS Q1 2026 Earnings 🌟🌟🌟 As $DBS(D05.SI)$
TOPthanks for sharing
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04-28
AI Chain Strategies: AMZN, HOOD& JOBY
Hello everyone! Today i want to share some ai trading strategies with you! 1 $Amazon.com(AMZN)$ CEO Andy Jassy called OpenAI’s announcement “very interesting” and said AWS plans to add OpenAI models to Bedrock in the coming weeks. AWS is also moving deeper into agentic AI infrastructure with its new Stateful Runtime Environment for persistent AI workloads. 2 $Robinhood(HOOD)$ is evolving from an options-led trading app into a diversified financial platform driven by crypto and new “other” revenue streams. • Options remain the core engine today • Crypto is becoming a major growth leg • “Other” revenue like prediction markets, futures & new products is scaling fastest • E
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04-28
Option Focus | Qualcomm Earnings Week Prices in 12% Move; Heavy Block Trades Target Calls as $142 Near-Term Strike Leads OI, $13M Placed in Long-Dated $200 Calls
$Qualcomm(QCOM)$ is set to report its latest quarterly results after the U.S. market close on April 29, 2026. Options markets are flashing strong optimism into the print. Implied volatility (IV) has surged to 110.9%, with pricing suggesting a potential ±12% move in the shares following earnings. Open interest (OI) is heavily concentrated in call options, far outstripping puts. The May 142-strike call holds the largest OI, while block trades show aggressive upside bets — including more than $13 million deployed into long-dated $200 calls. Earnings preview: growth seen moderating, focus on AI and autos Consensus estimates point to a softer quarter: Revenue: expected at $10.92 billion, up 2.41% year-on-year Adjusted EPS: expected at $2.56, down 9.20%
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04-28
🚨 THE GREAT AI UNBUNDLING: Microsoft Loses OpenAI Exclusivity—Here's Who Wins 💰 $MSFT
Sam Altman, left, CEO of OpenAI, appears onstage with Microsoft CEO Satya Nadella at OpenAI DevDay, OpenAI's first developer conference, on Monday, Nov. 6, 2023 in San Francisco. (AP Photo/Barbara Ortutay) · ASSOCIATED PRESS 🔥 The Pulse The partnership that defined the AI gold rush just got rewritten. $Microsoft(MSFT)$ and OpenAI terminated their exclusive revenue-sharing deal after three years of market dominance—and the fallout is sending shockwaves through cloud infrastructure, chip makers, and smartphone ecosystems. While Microsoft retains control over stateless API monetization via Azure (the real margin engine), it's walking away from OpenAI's revenue stream as competitors circle the bleeding edge. This isn't a breakup—it's a strategic pivot
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04-28
TRADE PLAN for Tuesday 📈
TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ printed a new ATH again today, SPX held at the 7145 support.. We should see SPX test 7200 before FOMC on Wednesday. It's possible we see a 100 pt move after Wednesday. Be ready.. SPX May 1 7250C can work above 7200 $NVIDIA(NVDA)$ new all time highs today after breaking 212. I mentioned wait for 212 many times.. NVDA 221 next.... NVDA to 250 coming by June. NVDA May 8 220C can work above 215 $Micron Technology(MU)$ 600 is my target. As long as 500 holds into Friday we can see 600 in the next 2-3 weeks. MU May 1 550C can work above 520 Good luck tmrw everyone!! 🫡 😍 Been eyein
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04-28
NVDA: Price Target is $300 ($7 Trillion MCAP) by Year End
$NVIDIA(NVDA)$ broke out of a 9 months slump, here’s how to catch the next 20pts👇 NVIDIA broke above ATH’s (212) today and ran to 217. If $NVIDIA(NVDA)$ can continue to hold above ATHs at 212, it can see another big run as the market enters its next leg of the rally higher The Trade Idea 📈 NVDA above 219 Day Trade: 5/1 220C Swing Trade: 5/8 225C Many traders get nervous that the move must be over, but fail to realize that $NVIDIA(NVDA)$ hasn’t moved in over 9 months. The move to $7 trillion MCAP is just starting Price Target is $300 ($7 Trillion MCAP) by Year End 😍 Been eyeing Tiger merch but short on Tiger Coins? N
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04-28
GOLD are Extending the Downtrend
Hello everyone! Today i want to share some macro analysis with you! $Gold - main 2606(GCmain)$Gold fell 0.50% on Monday, closing at $4682.76. The pullback in gold prices mainly reflected a market reassessment of geopolitical risks and inflationary pressures. With no substantial progress in the US-Iran conflict, tight energy supplies pushed up oil prices, keeping inflation expectations high and further limiting the Federal Reserve's room for short-term interest rate cuts, putting pressure on non-yielding assets. In this environment, market uncertainty about the economic outlook has increased, supporting gold's medium-term safe-haven value, but in the short term, it will continue to be influenced by interest rate expectations and
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04-28
An (INTEL)ligent Buy After Q1 Earnings ? Yes !
$Tesla Motors(TSLA)$ had a blood bath performance on Thu, 23 Apr 2026, a day after its earnings were released. $Intel(INTC)$ on the other hand delivered a watershed Q1 2026 earnings report, after US market closed. Post announcement saw the former #1 chip maker sparked a +20% surge in its share price, surpassing an all-time high set in 2000. I think this result should signal a definitive end to its period of strategic "wilderness." The results, portray a company that has successfully pivoted to capitalize on the "Agentic AI" era while simultaneously reclaim its manufacturing prowess. Q1 Numbers Behind Rebound Below are the actuals, compared with estimates from analysts polled by LSEG: Revenue: came in at $
TOPNice Sharing 😁 Maybe 🤔 will consider INTC. @DiAngel @Barcode @Shyon @Shernice軒嬣 2000 @koolgal @Aqa
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04-28
[Events] Alphabet, Amazon, Microsoft, or Meta — Who's Your Pick This Week?
It’s the busiest week of the earnings season, with five “Magnificent Seven” members likely to set the tone for the rest of the market. Alphabet, Amazon, Microsoft, and Meta Platforms are all reporting. With AI infrastructure spending at record levels, cloud competition intensifying, and markets watching every margin move, which company will deliver the biggest post-earnings surprise? 🔍 Quick Earnings Snapshot $Microsoft(MSFT)$ (reports April 29, after the bell) Analyst Estimates: Double-digit revenue and EPS growth expected YoY. Microsoft has poured $37.5B into capex — and management still says demand outpaces supply. The stock is already up 19% since late March, fueled by AI momentum following the release of the Claude Mythos model. Azure growth
TOPI’m leaning toward Microsoft delivering the biggest upside surprise. AI demand is still outpacing supply, and Azure plus enterprise AI adoption give it the strongest near-term monetization story. More importantly, Microsoft is already converting heavy capex into visible revenue growth — something the market consistently rewards during earnings. I’m more cautious on Amazon and Alphabet. Both are investing aggressively, but the payoff timeline is less favorable. Amazon has signaled that much of its AWS investment won’t show up meaningfully until later years, while Alphabet is facing rising depreciation and margin pressure, which could limit short-term upside. Meta Platforms remains strong with its ad engine, but its massive capex plans add uncertainty around margins. Overall, $Microsoft(MSFT)$ stands out with the best mix of AI-driven growth, execution visibility & expectations — making it my pick for a post-earnings winner. @Tiger_Earnings @TigerStars @Tiger_comments @TigerClub
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04-28
Tom Lee: S&P 7,700 Is Probable — 3 Pillars Supporting the Bull Case
Thesis: Fundstrat’s Tom Lee sees the $S&P 500(.SPX)$ hitting 7,700 in 2026 as a probable outcome, driven by three converging tailwinds that are already showing up in the data. The Three Pillars Pillar Evidence Market Implication Economy passed the war test Earnings estimates are rising despite geopolitical shocks Recession fears disproved; fundamental floor is stronger than feared Private credit healing $iShares Expanded Tech-Software Sector ETF(IGV)$ collapsed to 72, now recovered to 85 Credit crunch fears easing; liquidity improving for tech/risk assets AI productivity + Middle East resolution AI shifting from capex story to ROI reality; potential geopolitical de-escalation Risk premia compress → val
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04-28
Weekly: JEP, XMH, OKP, Valuetronics, MoneyMax Fin & CICT directors see Huge Acquisitions
Over the five sessions, more than 70 director interests and substantial shareholdings were filed for around 40 primary-listed stocks. Directors or CEOs reported eight acquisitions and four disposals, while substantial shareholders recorded 10 acquisitions and nine disposals. This included CEO or director acquisitions filed for Hyphens Pharma International, JEP Holdings, Nera Telecommunications, Ultragreen.ai and XMH Holdings. 1. $JEP(1J4.SI)$ On April 22, JEP Holdings executive chairman and CEO Andy Luong acquired 588,000 shares of the Catalist-listed provider of precision machining and engineering services at S$0.38 per share. This took his direct interest from 0.18% to 0.32%. Mr Luong also holds 14.04% of the issued share capital of
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04-27
$POET just pulled off one of the wildest rug-pull moves in recent memory.
$POET Technologies Inc(POET)$ stock crashed over 40% today — after already getting cut in half from last week’s peak. This is the kind of market whiplash that leaves retail stunned: 🚀 Why it pumped (hard) Around April 22, CFO Thomas Mika went public saying: They had secured a purchase order tied to Marvell Technology (via Celestial AI) Product: 800G optical engines for AI data centers Shipments expected in Q3 Deal size already above $5M Add in potential deals with Foxconn and Luxshare Precision Industry Plus the hottest theme in markets right now: AI + photonics 👉 Result: Stock doubled in a week, hit an 11-year high, volume went insane. 💥 Why it crashed (even harder) Today, the company dropped a bomb: All prior orders from Celestial AI
TOPsince they intend to ship against marvell next month , marvell on the other hand insisted to cancel shows that they are not really committed to poet , even as an existing partner , they would have given poet the minimum order if that's the case , currently we only lose validation from a big customer like marvell but that doesn't mean poet engines are failing , if we believe in the tech , nothing changes . I bought the dip anyway
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04-28
Geopolitics Continue to Drive Volatility While AI Theme Offers Support 【CSOP SG Weekly】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.63%* Looking ahead, the FOMC meeting in the coming week is widely expected to deliver another rate pause amid ongoing Middle East tensions, with no updated SEP released. According to HSBC, with this likely being Fed Chair Powell’s final meeting and Chair‑nominee Kevin Warsh’s confirmation timing uncertain, markets are taking limited policy signals, leaving near‑term moves largely driven by geopolitical headlines. Despite the geopolitical headlines, we expect CSOPUMM to continue delivering stable yields in the near-term. * Data as of 2026/04/24. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑1.46% As of 24 April 2026 (Fri), $CSOP iEdge SREIT
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04-28
HSI and SIMSCI warrants will track May2026 futures starting today
🕘Macquarie’s index warrants track the underlying index futures. In this case, our $HSI(HSI)$ warrants track the HSI index futures during the Singapore trading hours of 915AM to 428pm, while the SIMSCI warrants track the SIMSCI index futures listed on the SGX from 9AM to 458PM. The live futures can be seen on our home page: https://warrants.com.sg/home 🗓As we near the end of April, our warrants will start tracking the May 2026 HSI/SIMSCI futures contracts starting today. See how the HSI/SIMSCI warrants move alongside their respective futures contract by clicking on their Live Matrices: https://warrants.com.sg/tools/livematrix
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04-28
SG Morning Call | Singapore’s Manufacturing Output Beats Forecasts in March, but Chemicals Decline Signals Emerging Iran War Risk
Market Snapshot Singapore stocks opened higher on Tuesday. STI rose 0.1%; YZJ Maritime rose 3%; ST Engineering rose 2%; IFast rose 0.6%; OCBC rose 0.3%. Stocks in Focus $ST Engineering(S63.SI)$: The technology and defence conglomerate said on Monday that it secured S$4.8 billion in new contracts in the first quarter of 2026. Half of the new orders, or S$2.4 billion, came from its defence and public-security segment. The commercial aerospace division brought in S$1.7 billion and the urban solutions and satellite-communications segment brought in S$700 million. The first-quarter haul was up about S$400 million from the year-ago period. ST Engineering shares fell 2.5 per cent or S$0.27 to close at S$10.75 prior to the announcement.
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04-28
Singapore’s Tech Rally: From Narrative to Delivery
With four sessions remaining in April, the FTSE ST Technology Index has posted a month-to-date gain rarely seen across its near 20-year history. For the month, the Index is up 18% through 24 April, placing the move among its five strongest monthly performances on record. This has also lifted the iEdge Singapore Next 50 Liquidity Weighted Index, which has gained 9% over the same period. The global backdrop has been even more pronounced, with the PHLX Semiconductor Index (SOX) delivering a month-to-date advance well above typical historical ranges, reflecting the intensity of capital repricing across the global semiconductor stack. Global Technology Backdrop: From AI Spend to Physical Deployment Globally, technology and semiconductor sentiment continued its rally last week after
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04-28
SGX Daily Top Movers (27-4-2026): D05, Z74, O39, BS6, U11, MZH, AWX, 558, C38U & AIY lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $Singtel(Z74.SI)$ $OCBC Bank(O39.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $UOB(U11.SI)$ $Nanofilm(MZH.SI)$ $AEM SGD(AWX.SI)$ $UMS(558.SI)$ $CapLand IntCom T(C38U.SI)$ $IFAST(AIY.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $Nanofilm(MZH.SI)$
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04-28
7 Non-US, High-Quality, Strong Moat Stocks
7 Non-US, High-Quality, Strong Moat Stocks 1. $ASML Holding NV(ASML)$ Country: Netherlands Industry: Semiconductor Equipment Ticker: $ASML Market Cap: $555B FCF Margin: 26.6% ROIC: 20.7% FWD P/E: 37 2028 Revenue CAGR: 16.5% 2028 EPS CAGR: 22% 2. $Taiwan Semiconductor Manufacturing(TSM)$ Country: Taiwan Industry: Semiconductor Foundries Ticker: $TSM Market Cap: $2T FCF Margin: 25.7% ROIC: 45.5% FWD P/E: 21 2028 Revenue CAGR: 16.5% 2028 EPS CAGR: 29% 3. $Adyen N.V.(ADYEY)$ Country: Netherlands Industry: Payments Ticker: $ADYEN Market Cap: $36B EBITDA Margin: 52.7% ROE: 22% FWD P/E: 25 2028 Revenue CAGR: 20% 2028 EPS CAGR: 19% 4.
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04-28
AI Cloud vs Bare Metal vs Colocation
图像 AI requires fundamentally different infrastructure than general-purpose cloud infrastructure. Simply put, AI data centers use a higher number of powerful $NVIDIA(NVDA)$ GPUs that eat a lot of electricity, requiring meaningful grid upgrades. Additionally, these GPUs generate more heat than a conventional data center, demanding improved cooling systems. This means that, unfortunately, using existing general-purpose data centers for AI workloads is just not economically viable. This is why we are witnessing this extreme data center buildout boom! In a colocation model, a company such as Cipher Digital builds the data center, secures energy, and equips it with cooling, networking, and other equipment. Then they secure a customer who signs a long-te