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04-30
$SOFI 20260501 15.0 PUT$ SoFI: huge drop after earnings and hovering at $15+. Premium is still attractive so decided to add some short put positions at $15 strike to expiry this Fri.
SOFI PUT
04-30 00:11
US20260501 15.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.10 6Lot(s) | -- Closed |
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04-30
$MSFT 20260501 385.0 PUT$ Take profit. This short put at $385 will expire this Fri. MSFT after earnings are selling down today downed almost 5% as of posting and trade closer to $400. Not wanting to take unnecessary risk of assignment on an expensive stock, decided to take profit as the more safe options.
MSFT PUT
04-30 23:23
US20260501 385.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.25 1Lot(s) | +98.81% Closed |
TOPfuddie: Smart move locking in profit before expiration.
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05-01
$MasterCard(MA)$ Accumulating. MA despite of good results it is getting sell off. Profit taking?
TOPSame. Good earnings shouldn't tank like this.
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05-01
Mag 4 Capex & Cloud Recap: $725B CapEx, Who’s Going to Secure the Bag?
Markets rally prompted by good earnings. Big Tech took turns proving the bull case, recovering March's tariff-driven selloff. How's everything going so far? $Alphabet(GOOG)$ surged +10% in a single session after Cloud revenue grew +63.4%, killing the "Google is losing the AI race" narrative. $Apple(AAPL)$ +2.56% post-earnings on a record March quarter. $Amazon.com(AMZN)$ posted $23.9B in operating income, a 14% beat. $Meta Platforms, Inc.(META)$ delivered +28.7% ad revenue growth but lost 9% due to capex concerns. $Microsoft(MSFT)$ is worse, still the worst performer among mag 7
TOPFrom my perspective, this rally is more than just earnings — it confirms AI demand is still strong and supply-constrained. $Alphabet(GOOGL)$ Cloud surge and solid results from $Amazon.com(AMZN)$ and $Apple(AAPL)$ show hyperscalers aren’t slowing, just reallocating capital more efficiently. On capex, I don’t see a bubble — I see barriers forming. Despite concerns around $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ , the key takeaway is unchanged: demand exceeds supply, and constraints are real, not cyclical excess. To me, this looks like early-stage infrastructure buildout rather than late-cycle overinvestment. For the $725B spend, I still favor the infrastructure layer like NVIDIA. Efficiency gains won’t kill demand — they expand it. This looks like a narrative-driven pullback, not a structural shift. @TigerStars @Tiger_comments @TigerClub
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05-01
DBS Q1 Beats & Raises Dividend 8%! Will UOB and OCBC Follow?
$DBS(D05.SI)$ reported Q1 2026 results with net profit of S$2.93B (+1% YoY), beating the Bloomberg consensus of S$2.88B. Shares closed +3.4% at S$58.50. Non-interest income and wealth management fees both hit all-time highs. Dividend raised to S$0.81/share from S$0.75 a year earlier. In a lower-rate world, DBS proved the model works — just not the way the market expected. Up next: $UOB(U11.SI)$ (May 7) and $OCBC Bank(O39.SI)$ (May 8). Highlights for DBS earnings 1. Deposit growth blew past expectations. Customer deposits rose 9% YoY to S$629.9B, with more than two-thirds in CASA. CEO Tan Su Shan upgraded full-year deposit growth guidance to "high to higher
TOP$DBS(D05.SI)$ results reinforced my view that SG banks are shifting toward a fee-driven growth model rather than relying on interest rates. With DBS delivering record wealth management fees & strong deposit inflows, the franchise remains resilient even in a lower-rate environment. CASA strength and inverted rate sensitivity suggest earnings are increasingly driven by client flows, not just margins. The focus now shifts to whether UOB & OCBC can replicate this momentum. With NIM pressure largely priced in, wealth & fee income will be the key differentiator. If both banks show solid private banking and investment product growth, the sector still has upside. My base case is a partial match on wealth strength, supported by continued safe-haven inflows into Singapore. I expect $ocbc bank(O39.SI)$ at SGD 22.50 & $UOB(U11.SI)$ at SGD 37. If this holds, the narrative continues shifting from rate sensitivity to fee-driven compounders. @Tiger_SG @TigerClub @Tiger_comments @TigerStars
11.97K
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05-01
S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?
April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&P rallied 14% from the late-March low to record highs, but the median S&P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos
TOP🌟🌟🌟 To chase or not to chase? The FOMO vs the Dip Dilemma. April was simply unreal. The S&P500 didn't just break records. It simply sprinted up Everest without stopping for oxygen. The reality for me? I am choosing Sanity. While my heart wants to chase the thrill and my head wants to wait for the 5% discount that might never come, I have decided to stick to my "Boring Brilliance" strategy. I am staying the course with the heavy hitters : $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks 500 of the best & strongest US companies and $STI ETF(ES3.SI)$ - Singapore's creme de la creme blue chips companies. These 2 ETFs are not flashy. They don't post to the moon memes but they show up to work every single day. My plan for May is to let the Pros stress over the daily candles. I am just letting my Dollar Cost Averaging or DCA do the heavy lifting. If the market hits new highs - Great. If not, my next DCA just got a May discount. @Tiger_comments @TigerStars @Tiger_SG
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05-01
.SPX: The Rebound of Bearish Sentiment
Hello everyone! Today i want to share some trading ideas with you! 1 $Alphabet(GOOG)$ lifted SPX over 7200--for the first time. Quite a milestone. Even with huge drags from $Microsoft(MSFT)$ & $NVIDIA(NVDA)$ --their dark red color would normally sink the market; however, $Alphabet(GOOG)$ went "ALL-IN". The disparity would matter later, not now. 2 The rebound of Bearish sentiment is quite puzzling and should be a warning sign to BEARS. With ATH over 7200 today, this stubborness of bear camp WILL ONLY PROLONG the process of market climbing higher, until pu
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05-01
GOOG’s $200B Bet: Owning the Future of AI, Space, and Data
$Alphabet(GOOG)$ invested in to make $200B so far: 1. SPACEX → ~$1.25T–$2T Satellite internet + launch dominance, controls global infrastructure 2. Anthropic → ~$350B–$1T+ Frontline AI models powering enterprise + next-gen intelligence stack 3. Databricks → ~$134B AI + data backbone enabling enterprises to train and deploy models 4. Stripe → ~$150B+ Global payments infrastructure powering internet commerce and financial rails 5. Epic Games → ~$30B+ (est.) Owns Unreal Engine, building metaverse + real-time 3D ecosystems 6. $AST SpaceMobile, Inc.(ASTS)$ → ~$5B–$10B (est.) Space-based cellular network connecting phones directly via satellites 7. Planet Labs → ~$2B–$4B (est.) Earth data + geospatial intellige
2.88K
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05-01
Rare Earth Stocks Surge: $MP, $UUUU, $UAMY Lead Strategic Re-Rating
The market is waking up to how strategic rare earths really are $United States Antimony(UAMY)$ United States Antimony +20.34% $USA Rare Earth Inc.(USAR)$ USA Rare Earth +17.88% $IPERIONX LTD SPON ADS EACH REP 10 ORD SHS(IPX)$ IperionX +15.25% $American Resources Corporation(AREC)$ American Resources +12.08% $CRITICAL METALS CORPORATION(CRML)$ Critical Metals +11.86% $Energy Fuels(UUUU)$ Energy Fuels +10.41% $Texas Mineral Resources Corp.(TMRC)$ Texas Mineral Resources +9.68%
1.15K
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05-01
Portfolio Update: +10.6% YTD as $FIX, $LRCX Drive Outperformance
LONG EQUITY - APRIL UPDATE A strong start to 2026 with double-digit returns, driven by high-quality compounders and semiconductor exposure. Solid cash returns and robust free cash flow growth continue to underpin portfolio performance and reinforce a disciplined long-equity strategy. Performance YTD: +10.6% Top performers: $Comfort Systems USA(FIX)$ & $Lam Research(LRCX)$ Top detractors: $Fair Isaac(FICO)$ Cash ROC =39% FCF CAGR = 26% 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
1.21K
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05-01
Is DBS’s 6.25% Yield Hiding a 210bp CET1 Hole | DBS Group Q1 2026 Results
Is DBS’s 6.25% Yield Hiding a 210bp CET1 Hole | DBS Group Q1 2026 ResultsThe market sees a record S$2.93 billion profit. The forensic audit sees a S$400 million permanent tax hit and a 23-basis point margin collapse that turned organic growth into a treadmill just to keep dividends flat. DBS delivered only S$62 more annual income on a S$50,000 CPF stake this year. That's one month of utilities for a Marine Parade retiree, paid for by holding a bank trading at 2.41x Price-to-Book in the 90th historical percentile.The 6.25% yield clears the 3.2% Forensic Floor and sits 465 basis points above the current 1.60% six-month T-bill rate. But you're paying peak valuation for a lending engine losing S$16 million in net interest income for every basis point SORA drops, with a fully phased-in CET1 buf
TOPSo buy or sell ?
1.67K
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05-01
MARA Holdings Soars 5.08%
Stock Track | MARA Holdings Soars 5.08% Intraday on $1.5 Billion Acquisition to Fuel AI Power Strategy Stock Track $Marathon Digital Holdings Inc(MARA)$ 04-30 21:52 MARA Holdings' stock soared 5.08% intraday on Thursday, driven by the company's announcement of a major strategic acquisition aimed at pivoting beyond Bitcoin mining into the high-growth AI infrastructure sector. The surge follows MARA's definitive agreement to acquire Long Ridge Energy & Power from FTAI Infrastructure for approximately $1.5 billion. The deal is a cornerstone of MARA's shift towards digital infrastructure and energy generation to power artificial intelligence applications. The acquisition includes a 505-megawatt combined-cycle gas power plant in Ohio an
TOPinteresting pivot from Bitcoin to AI infrastructure, nice move!
1.27K
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05-01
Option Strategies: AAPL& GOOGL
Hello everyone! Today i want to share some trading ideas with you! 1 There's some decent premium on $Apple(AAPL)$ at put strikes in the 240-245 range for May 8 expiration. Will probs write a bunch of put contracts to play earnings today. 2 Still amazes me how this post didn't get more engagement. And now ... look ... $Alphabet(GOOGL)$ almost at $400. So much for listening to "furus" who just cover the hot stock at the moment in order to increase their followers or increase their X payout ... or pump their position so that they can exit and leave retail bagholding. Guaranteed not many folks were talking about $Alphabet
1.44K
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05-01
AAPL, MSFT, SPY, HOOD& EWY Face the Divergence Now
Hello everyone! Today i want to share some technical analysis with you! 1 South Korea's ETF closed at record highs, now up 186% over the past year. $iShares MSCI South Korea ETF(EWY)$ 2 By a sliver $Robinhood(HOOD)$ eked out a green monthly candle, ending a five month slide. 3 The S&P500 closes the month up 64.81 points (+9.91%) 🟢 Best monthly % gain since April 2020 First monthly gain of over 50 points ever One of the most unforgettable months in market history. $SPDR S&P 500 ETF Trust(SPY)$ 4 $Microsoft(MSFT)$ dropped a double beat and still found th
24.10K
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05-01
$OMEX finally woke up and broke the wedge... legit reversal or just another low-volume trap?
Hey guys im trying to learn chart patterns and came across $Odyssey Marine Exploration(OMEX)$ . it looks like it broke out of that big yellow trend and now it crossed back over $1.00. the macd at the top has some blue bars which i think is good? i want to buy some but im worried since it went from 1.40 to 0.70 so fast. is it safe to buy now that it's going up again, or should i wait? chart by @Owen Moshey
TOPBro do not buy a microcap just because it crossed a dollar. That's exactly where the shorts are waiting to hammer it back down. A $1.00 break is a magnet for traps.
1.75K
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05-01
De-Noising the $AIIO FY2025 Report: A Buy-Side Perspective on Cash Flow Inflection and the "R2R" Ass
Ticker: $Robo.ai Inc(AIIO)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Rivian Automotive, Inc.(RIVN)$ Market Segment: AI Infrastructure / Machine EconomyWall Street frequently misprices companies undergoing structural reorganizations, particularly when GAAP (Generally Accepted Accounting Principles) metrics are distorted by one-time legacy cleanups. For Robo.ai (NASDAQ: $AIIO), the FY2025 annual report represents a classic "inflection point" where accounting noise masks a fundamental shift in operational strength. To accurately value $AIIO, investors should look beyond
1.30K
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05-01
Deconstructing Robo.ai’s (AIIO) $60M Liquidity Catalyst and Cash Flow Inflection
Ticker: $Robo.ai Inc(AIIO)$ , $Tesla Motors(TSLA)$ , $Amazon.com(AMZN)$Sector: AI Infrastructure / Machine EconomyStrategic Pivot or Accounting Noise? Deconstructing Robo.ai’s (AIIO) $60M Liquidity Catalyst and Cash Flow InflectionIn the high-stakes world of small-cap tech, the most expensive mistake an investor can make is a linear reading of the Income Statement. For Robo.ai (NASDAQ: AIIO), the recently filed FY2025 report is a classic "Rorschach test": casual observers will recoil at the reported net loss, while sophisticated capital will focus on the fact that the company has finally hit a positive cash flow inflection point.To understand the current valuatio
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05-01
Robo.ai CEO Issues Letter to Investors on 2025 Financial Results：Company Reaching Inflection Point with Positive Cash Flow and Business Order Delivery
DUBAI, United Arab Emirates, May 1, 2026 — $Robo.ai Inc(AIIO)$ recently filed its annual financial report for the year 2025. Benjamin Zhai, the Chief Executive Officer, issued a letter to investors and strategic partners detailing the company's strategic reorganization and operational progress since the new management team assumed their roles in May 2025. In the AI software segment, the company is advancing its partnership with DaBoss, a Silicon Valley-based AI model data service provider. Operations for intelligent data training and collection are underway across multiple locations, aiming to deliver tens of thousands of hours of real-world interaction data and systematically realize commercial value. Additionally, Robo.ai is exploring strategic
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05-01
🎯 The Post-Buffett Era: The Five Hottest Market Consensus Views and This Week's Ultimate Watchpoint
On Saturday, May 2, 2026, Greg Abel will take the stage at the Berkshire Hathaway annual shareholder meeting for the first time as CEO. This is not merely the continuation of the "Omaha Pilgrimage"—it is a global "midterm exam" for value investors to evaluate the new leader. Below are the hottest and most concentrated market interpretations and focal points for the "post-Buffett era." $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ I. Consensus #1: "Continuity" Is the Open Secret, But "Style Tweaks" Are Now Expected The market's greatest consensus: Berkshire will not change overnight. Abel repeatedly emphasized "continuation" in his first shareholder letter—value investing, capital discipline, d
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04-30
GOOG’s beat looks more fundamental than sentiment-driven. Why: • Strong Google Cloud growth suggests enterprise AI spend is converting into real revenue, not just capex promises. • Search ads holding firm means Gemini is likely enhancing monetisation rather than cannibalising core search. • The sharp divergence versus Meta shows markets are rewarding visible AI ROI, not AI spending alone. Can Google hit US$5T? Yes, but execution matters. That requires sustained Cloud acceleration, Gemini enterprise adoption, and defending search economics against AI-native rivals. My view: US$4T is achievable first, US$5T is possible if Gemini becomes a durable earnings engine rather than a feature showcase.
TOPThat’s close to how I see it too. The move looks more fundamental than hype-driven, but the real test is whether Google can keep pairing AI progress with durable monetisation and margin discipline.