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04-28
$MU Strengthens on HBM Demand, Bulls Eye $130 Level
$Micron Technology(MU)$ $Micron Technology Inc. (MU) Surges +6.7%: AI Demand Wave Ignites, Nears $130 Resistance 🚀 Latest Close Data As of April 28, 2026, MU closed at $128.50, up a solid +6.7%. The stock is now just $1.50 from its recent 52-week high of $130.00, signaling strong momentum. Core Market Drivers The surge is primarily fueled by sustained demand for high-bandwidth memory (HBM) from the AI sector. Strong earnings reports from major tech clients have reinforced the positive outlook for memory chip suppliers. Broader semiconductor sector strength also provided a tailwind. Technical Analysis Volume surged 150% above average, confirming institutional buying interest. The RSI(14) is at 68, approaching overbought territory but not yet extreme,
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04-28
Equity Snapshot: MGM’s FCF Power, HOOD’s User Growth Gap, SPOT’s Margin Gains vs Growth Uncertainty
1. $MGM Resorts International(MGM)$ $MGM is generating enough free cash flow to buy back ~15% of shares outstanding each year. But there are major tailwinds ahead. 1. Macau gaming revenue is up 14.3% YTD and the COVID recovery is gaining momentum. 2. Online gaming is reaching an inflection point. 3. MGM Japan opens in 2030 and may be the most profitable casino in the world, providing over $1 billion in cash flow to MGM from Day 1. I like the risk/reward. 2. $Robinhood(HOOD)$ Robinhood's biggest challenge in 2026 is user growth. We know another 400k customers have been added thru February, but growth needs to pick up for the stock to move higher. The long-term growth thesis relies on (1) user growth AND (2)
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04-28
IREN, META, AMD — Bullish Signals Building, But No Entries Yet
1. $IREN Ltd(IREN)$ Watching $IREN for the next bull cycle. MBX increasing but I need the 33 FVB to flip green again before I treat this as a new trend. MBX shows buying pressure, but short-term trend must reverse first. If we get the flip, I’ll add $IREN back to my fund. Till then, no trade 2. $Meta Platforms, Inc.(META)$ Big week for $META with earnings Wed. Short-term trend still down. Monthly BX shows buyers, but price must break and hold above this smart money zone. If not, likely another trap. I’ll wait for a clear bullish flip before adding it back to the fund. 3. $Advanced Micro Devices(AMD)$ Short-term $AMD model just hit final take profit at +67%. 🚨 Long
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04-28
$SNAP Under Pressure, Bulls Eye $8.50 Defense
$Snap Inc(SNAP)$ $Snap Inc. (SNAP) Flashes Warning Signal: Tech Stock Drops -5.3%, Key Support at $8.50 in Focus 📉🚨 Latest Close (Apr 28, 2026): $9.12 (-5.3% on the day). The stock is now trading ~15% below its 52-week high. Core Market Drivers: The broader tech sector faced headwinds today amid concerns over digital advertising spending and mixed macroeconomic signals. For Snap specifically, investor sentiment remains cautious as the company navigates intense competition in the social media landscape and focuses on monetizing its user base. Technical Analysis: 📊 Today's price action was accompanied by above-average volume, confirming the selling pressure. Key momentum indicators are weak: RSI (14) is at 38, approaching oversold territory but not
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04-28
Option Movers | Tesla Shows $6.21 Million Block Trade to Build Synthetic Long Position; SanDisk's Large $900/$1100 Call Sales Signal Institutional Premium-Collection Bet
The S&P 500 and the Nasdaq eked out modest gains on Monday (Apr. 27) in muted trading, as investors took a breath at the top of an eventful week, with earnings, economic data, the U.S. Federal Reserve's rate decision and the ebb and flow of Middle East tensions all crowding the docket. Regarding the options market, a total volume of 53,626,166 contracts was traded, of which 59% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $VIX(VIX)$, $TSLA(TSLA)$, $NFLX(NFLX)$, $INTC(INTC)$, $AMZN(AMZN)$,
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04-28
Q1-2026 profits dropped 95%
$BYD ELECTRONIC(00285)$
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04-28
🚀 Decoding 2026's Top 15 US Stock Performers: Who's Leading? Is It Still Worth Chasing?
Bottom line: These 15 stocks come from 8 different industries, but three themes — semiconductors, optical networking, and memory/storage — drive roughly 80% of the gains. After year-to-date returns that range from doubling to multi-bagger territory, charts are deep into overbought territory while the underlying businesses look like a "tale of two halves" — roughly half are profitable, half are still bleeding red ink.Important context: Many of these names sold off on Monday, April 27, on profit-taking after Friday's Intel-fueled rally. ARM dropped ~9%, MRVL fell ~4%, AAOI dropped ~9%, and the broader AI-data-center / optics complex took a breather. Year-to-date numbers are still spectacular, but Friday's highs are already in the rear-view mirror.I. The Industry Map: 8 Sectors, 3 Dominant Th
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04-28
Nvidia Hits $5 Trillion! Why BofA Says It’s Still the Cheapest in Mag-7?
$NVIDIA(NVDA)$ rose +4% yesterday, becoming the first company in the world to surpass a $5 trillion market cap, while also breaking out of a 10-month consolidation range. At the same time, the Nasdaq hit a new all-time high, but $Cboe Volatility Index(VIX)$ fear index rose to 18 (from a low of 13.38 earlier this month), and market breadth deteriorated to the second worst level in history — this rally has been almost entirely driven by NVDA alone. Top 5 market caps NVDA is already the most valuable company in the world, but on a PE basis, it is actually the cheapest among the Mag-7. BofA releases the new research report: PT at $300, +44% upside CY27 revenue forecast: $360B (+66.7% YoY) CY27 EPS: $8.11 (+78.
TOPShyon: $NVIDIA(NVDA)$ breaking $5T is impressive, but I’m not chasing it. What concerns me more is market structure: leadership is highly concentrated, VIX is rising off lows, and breadth is weakening. That makes the rally feel less stable even with NVDA driving new highs. I still respect its execution and CUDA ecosystem, but expectations are already very stretched at this level. On valuation, I understand the argument that it looks “cheap” versus other Mag-7 names on forward earnings, especially with strong CY27 projections. But the key risk for me is not the multiple — it’s the certainty embedded in long-term growth assumptions like $400B+ FCF and sustained 70% AI share. That already prices in near-flawless execution. Going forward, I see $Alphabet(GOOGL)$ TPU and AMD more as gradual share pressure than a sudden threat. I remain constructive on AI semis, but I’m more focused on managing risk than assuming NVDA’s leadership stays unchanged. @Tiger_comments @TigerStars @TigerClub
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04-28
🚨 Breaking News | China Blocks Meta from Investing in Manus: What Does This Mean? 🚨
China has just blocked Meta from investing in Manus, a company making waves in the blockchain and digital currency world. This move is sparking big discussions and could be a sign of rising tensions between China and the U.S. Why is this happening? Meta, one of the world’s biggest tech companies, has been expanding globally for years. But now, with the U.S. and China in a tech rivalry, decisions like this are becoming more common. Both countries are fighting for control over important tech, like 5G, semiconductors, and AI. Manus is a growing company in the blockchain space, and many investors saw it as a great opportunity. But China's decision shows it's getting stricter about foreign investments, especially in sectors that are seen as important for national security. Impact on Meta Stock:
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04-28
Can QCOM Provide Surprise For Q2 A "Show Me" Quarter?
$Qualcomm(QCOM)$ is scheduled to report its fiscal Q2 2026 earnings on Wednesday, April 29, 2026, after the market closes. Following a record-breaking Q1, the company faces a more complex environment this quarter, primarily driven by supply chain shifts in the broader AI and memory markets. Q2 2026 Earnings Expectations Revenue Consensus: ~$10.6 billion (Guidance range: $10.2B – $11.0B). Non-GAAP EPS Consensus: ~$2.57 – $2.58 (Guidance range: $2.45 – $2.65). Dividend & Buybacks: Qualcomm recently increased its dividend to $0.92 per share and authorized a new $20 billion share repurchase program, which may provide some downside support if results are mixed. Qualcomm (QCOM) reported its fiscal Q1 2026 earnings on February 4, 2026. While the head
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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
TOPGoing 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