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04-30
SNDK breaking US$1,000 is possible, but holding it depends on guidance, not just a beat. Bull case: • If AI storage demand remains strong, enterprise SSD pricing and margins can continue moving up. • LTAs / prepayments would confirm hyperscaler urgency and materially strengthen earnings visibility. • If management guides confidently, Street EPS revisions could continue higher. Risk: • Seagate Technology has raised expectations sharply. A simple beat may not be enough. • Any sign of weaker NAND pricing, softer capex discipline, or cautious guidance could trigger profit-taking. My take: Beat + strong guide = US$1,000 breaks and sticks. Beat only = spike, then fade. The conference call matters as much as the headline numbers.
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04-30
This quarter confirms to me that AI CapEx is real and accelerating. When Alphabet, Amazon, Microsoft, and Meta Platforms guide ~$725B in 2026 spending, I see strong upstream demand visibility — which reinforces my bullish view on $Seagate Technology PLC(STX)$ & $SanDisk Corp.(SNDK)$ as key AI data beneficiaries. For $Alphabet(GOOGL)$ , I see this as a durable, high-quality beat. Cloud growth at 63% shows real AI monetization, and strong cash flow despite higher CapEx removes margin concerns. I’m comfortable assigning a premium multiple here. On $Meta Platforms, Inc.(META)$ , I’m not exiting — the drop looks like
TOP1PC: Nice Sharing 😁 @Shernice軒嬣 2000 @koolgal @Aqa @JC888 @Barcode @DiAngel
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04-30
Elliott Wave View: Microsoft (MSFT) Entering 3‑Wave Correction After Impulse
Microsoft (MSFT) established a major all-time high on July 31, 2025, at $555.45. Afterward, the stock entered a significant correction that concluded on March 28, 2026, at $356.07. This decline has been classified as wave (II). Since then, the stock has advanced in wave (III). However, it must still climb above the prior peak at $555.45 to eliminate the risk of a double correction. The rally from the wave (II) low unfolded as a five-wave Elliott Wave impulse, which strengthens the probability of continued upside while prices remain above that level. From the wave (II) low, wave (1) ended at $386.29, followed by a pullback in wave (2) that terminated at $367.05. The stock then extended higher in wave (3), reaching $433.94, as shown on the thirty-minute chart. A subsequent pullback in wave (
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05-01
$Qualcomm(QCOM)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 📡⚙️ $QCOM Earnings Surge Meets Cycle Friction ⚙️📡 I’m watching Qualcomm trade like a stock that just unlocked a new narrative, but the underlying cycle hasn’t caught up yet. A +18.9% move with 383K calls by midday, 14x normal volume, tells me positioning is now aggressively forward-looking, not reflective of current fundamentals. I’m seeing a market that is choosing to price the bottom before it is fully confirmed. 🧠 Earnings Snapshot EPS: $2.65 vs $2.56 Revenue: $10.60B vs $10.56B Automotive: $1.33B, +38% YoY 🧭 Forward Signals Q3 Revenue: $9.6B vs $10.3B est Q3 EPS: $2.20 vs $2.43
TOPWhat stands out to me with $QCOM is that a lot of people still frame it like a smartphone story first. If the market starts valuing the edge AI + auto angle more seriously, I think there’s still room for a rerating.
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05-01
🌟🌟🌟This Iran War has shown how critical oil is to the global economy. With the US naval blockade and the closure of the Strait of Hormuz, I will pick energy stocks as a tactical bet on the price of oil continuing the upward momentum. My top pick would be $Exxon Mobil(XOM)$ as it is the biggest US oil giant. Exxon Mobil will definitely benefit from the current geopolitical headwinds. Another great stock would be $Chevron(CVX)$ . Next to Exxon Mobil, it is the 2nd largest US oil giant. It also currently has presence in Venezuela and will be a beneficiary from both the Iran War and the great opportunities in Venezuela. Both of these companies also pay great dividends in additio
TOPNice Sharing 😁 @Aqa @JC888 @Barcode @DiAngel @Shyon @Shernice軒嬣 2000
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05-01
DBS Q1 2026: The Numbers Are In. Here Is the Full Verdict.
The game question was whether DBS could close above SGD 60 this week. The market gave its answer on April 30. DBS closed at SGD 58.50, up 3.43% on the day on the back of a clean earnings beat. Not SGD 60. But the move was decisive and the direction was clear. Here is everything behind that number. The Results: Beat Across the Board Net profit for Q1 2026 came in at SGD 2.93 billion, up 1% year on year and a strong 24% quarter on quarter. That beat the Bloomberg consensus of SGD 2.91 billion and the Visible Alpha poll estimate of SGD 2.78 billion. EPS came in at SGD 1.05 versus the SGD 1.00 estimate, a 4.7% beat. Revenue hit SGD 5.95 billion, a new all-time high for DBS, beating the SGD 5.89 billion estimate by 0.9%. Total dividend declared for Q1: SGD 0.81 per share, comprising SGD 0.66 or
TOPBuy more DBS before it surges to $60+! Buy more UOB before it surges to $40!
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05-01
🔴 AMD Rising: Is CHAI AI the Catalyst That Changes the Narrative?
AMD gained 5.16% today. Not on a product launch. Not on earnings. On a press release from a startup that most traders had never heard of. CHAI AI, the social AI platform backed by both CoreWeave and AMD, just announced it has crossed $80 million ARR at the close of Q1 2026, with valuation talks approaching $2.4 billion. The platform runs on AMD GPU infrastructure via CoreWeave. It has 10 million active users and has sustained a 3x annual growth rate for three consecutive years. It is projecting $200 million ARR by end of 2026. The market read it as validation. AMD jumped. But is one startup's ARR milestone enough to change the AMD story? Let's dig into what is actually happening. What CHAI AI Actually Means for AMD CHAI AI is not a revenue line item for AMD. The $55 million total invested
TOPNice Sharing 😁 @koolgal @Barcode @Shernice軒嬣 2000 @Shyon @JC888 @Aqa @DiAngel
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05-01
💾 SanDisk Beats by 63%. Then Fell 7%. Classic Sell the News or Something More?
Let's put this in perspective first. SanDisk just reported the most dominant earnings beat in the S&P 500 this quarter. Revenue came in at $5.95 billion against a $4.68 billion consensus, a 27% beat. EPS hit $23.41 against a $14.43 estimate, a 63% beat. Q4 guidance of $7.75 to $8.25 billion in revenue crushed the $6.35 billion Street estimate. Gross margin expanded to 78.4% from 22.5% a year ago. The company launched a $6 billion share buyback. CEO David Goeckeler called it "a fundamental inflection point." The stock fell 7.5% in after-hours trading to around $1,015. So what happened? The Numbers Were Historic Start with the scale of what SanDisk delivered. Revenue of $5.95 billion was up 251% year on year and up 97% sequentially. That is not a typo. Revenue nearly doubled from one qua
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05-01
🚨 UMC ADR is Waking Up — Are Investors Finally Paying Attention?
For years, $United Microelectronics(UMC)$ was written off as the “second brother” behind Taiwan Semiconductor Manufacturing Company. $Taiwan Semiconductor Manufacturing(TSM)$ chased 3nm. UMC got stuck with “old tech.” But here’s the twist: 2026 might be the year the “boring” chips outperform the cutting edge. 📈 UMC ADR Is Quietly Moving The U.S.-listed ADR (UMC) has been tracking the Taiwan rally, with the underlying stock hitting ~NT$80+ (multi-decade highs). This isn’t hype. It’s fundamentals catching up. 🤖 1. AI Is Lifting the Entire Stack — Not Just GPUs Everyone is chasing NVIDIA. But AI doesn’t run on GPUs alone. It needs: Power management ICs Voltage regulators Aut
TOPClever girl... that's my thought as well, so I am keeping all my legacy Singapore electronics companies as well... looks like the spillover is real... before you know it, anything considered low tech in the supporting electronics industry could give us 10x profits! This... is the scary part of this rally if it indeed has leg! Seems to be the case, for me at least, right now... so despite benefiting, I am not overjoyed...
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05-01
My read: this looks more like a short-term shakeout than a clean trend reversal. Why: 1. The quarter was objectively strong SanDisk beat on revenue, EPS, and guidance. Datacentre revenue surged over 3x YoY, management signed multi-year supply agreements worth tens of billions, and announced a US$6B buyback. Fundamentally, that is not reversal behaviour. 2. Expectations became extreme After Seagate Technology reset sector expectations higher, the market priced perfection into SanDisk. Even a strong beat can disappoint when positioning is crowded. 3. AI storage thesis remains intact Enterprise SSD demand, NAND pricing power, and AI data-centre storage intensity are still trending up. This is a broad stack tailwind, not a one-company story. Key level: US$1,000 Holds ~US$1,000: hea
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05-01
Short answer: not materially in the near term, but the moat may narrow at the edges over time. Why NVIDIA still leads: 1. CUDA remains the moat Software lock-in is powerful. Enterprises have built workflows around CUDA, cuDNN, NCCL and Nvidia’s full AI stack. Switching cost is very high. 2. Best-in-class full stack Google TPU and Amazon Trainium are strong, but mostly internal workload optimisers, not broad ecosystem platforms at Nvidia’s scale. 3. Inference is the battleground Custom silicon can win in narrow inference tasks where cost per token matters. That can chip away at some share. Where risk is real: hyperscalers reserve proprietary chips for their own fleets compression / quantisation lowers compute intensity competitor ecosystems mature Where Nvidia stays dominant: frontier model
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05-01
Sandisk Earnings Review: A Stunning $42B RPO, But Margins May Be Peaking The quarter was a blowout. Revenue was $5.95 billion, up 97% QoQ and 251% YoY. Non-GAAP gross margin reached 78.4%, far above the prior guide of 65% to 67%. Non-GAAP EPS was $23.41, compared with prior guidance of $12 to $14. Free cash flow quality was also strong. Adjusted free cash flow was $2.955 billion, equal to a 49.7% margin. Operating cash flow was $3.038 billion, while net cash capital spending was only $83 million. Fiscal Q4 guidance implies the cycle is still accelerating Fiscal Q4 guidance was very strong: revenue of $7.75 billion to $8.25 billion, non-GAAP gross margin of 79% to 81%, and non-GAAP EPS of $30 to $33. That implies another large sequential revenue step-up and sustained gross margin near
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05-01
The Great Divide: Team Google & Amazon vs Team Meta & Microsoft 🌟🌟🌟The Great Divide of April 2026 refers to the massive split in how investors are reacting to Capital Expenditure or Capex across the 4 tech giants - Team Google & Amazon vs Team Meta & Microsoft. While all are spending historic amounts on AI infrastructure - totalling a projected USD 725 billion for 2026, only 2 are currently showing immediate financial "receipts" to justify it. Team Google & Amazon $Alphabet(GOOG)$
TOPTrue, the ROI focus is key now.
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05-01
Weekly Contributor Awards (Apr 20-26): Did You Make the Winner List?
Come take a look at winners from Apr 20-26 ! 🏆Stock vouchers are already been sent to your account. Check it in the reward center! Each week, we will select 18 winning creators across 3 tracks: 1. Consistent Contributor Award Congrats on winning $15 vouchers! @nerdbull1669 @JC888 @xc__ @Kenny_Loh This award goes to creators who consistently deliver valuable posts that keep Tigers reading longer. We will prioritize posts with strong weekly consumption performance (e.g., total PV + viewing time/consumption duration). 2. 🌱 New Contributor & Growth Award — $5 Voucher x 10 winners Congrats on winning $5 voucher! @tommaung @船長宏觀策略 @早早退休 @Nook Park @Jimmyzukzuk @Southern Tiger @AhhHuat @InsightByConnie @WeChats @BillyR New creators don’t need to compete with big accounts by total traffic — we
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05-01
Weekly Contributor Awards (Apr 6 -12): Did You Make the Winner List?
Come take a look at winners from Apr 6-12 ! 🏆Stock vouchers are already been sent to your account. Check it in the reward center! Each week, we will select 18 winning creators across 3 tracks: 1. Consistent Contributor Award Congrats on winning $15 vouchers! @nerdbull1669 @JC888 @koolgal @xc__ This award goes to creators who consistently deliver valuable posts that keep Tigers reading longer. We will prioritize posts with strong weekly consumption performance (e.g., total PV + viewing time/consumption duration). 2. 🌱 New Contributor & Growth Award — $5 Voucher x 10 winn
TOPThank you @TigerStars for your support and reward, have a great weekend! Cheers!
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05-01
Weekly Contributor Awards (Apr 13-19): Did You Make the Winner List?
Come take a look at winners from Apr 13-19 ! 🏆Stock vouchers are already been sent to your account. Check it in the reward center! Each week, we will select 18 winning creators across 3 tracks: 1. Consistent Contributor Award Congrats on winning $15 vouchers! @JC888 @nerdbull1669 @xc__ @vodkalime This award goes to creators who consistently deliver valuable posts that keep Tigers reading longer. We will prioritize posts with strong weekly consumption performance (e.g., total PV + viewing time/consumption duration). 2. 🌱 New Contributor & Growth Award — $5 Voucher x 10 w
TOPThank you @TigerStars for your support and rewards! Cheers! Have a great weekend!
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05-01
SoFi Tumbles Despite 2x Earnings. Why ?
$SoFi Technologies Inc.(SOFI)$ has been one of my favourite topics to share at Tiger Brokers. My 2 recent few posts were : 09 Feb 2026 - SoFi - Strong Q4 is a BUY despite pullback now. 18 Dec 2025 - SoFi Dips: Buy the Growth, Ignore the Noise. On Wed, 29 Apr 2026, SoFi reported its Q1 2026 earnings results, delivering a performance characterized by record-breaking top-line growth and sustained profitability. Despite these milestones, US market reacted with a sharp sell-off, raising questions about the disconnect between fundamental performance and investor sentiments. As there is much to cover, let’s jum
TOPNice Sharing 😁 @Barcode @DiAngel @Shyon @Aqa @koolgal @Shernice軒嬣 2000
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05-01
【May Day Check-in】What’s Your Long Weekend Type?
The May Day long weekend is here! Some of us are heading out for a short trip, some are staying in to recharge, some are planning every meal, and some… are still checking their watchlist even during the holiday. So, what’s your long weekend type? Pick the one that sounds most like you, then share your first stop this weekend! Which type are you? City Walk Type: Not going far, but still heading out for a walk, a coffee, or a change of scenery. Foodie Type: The weekend mission is simple — find something good to eat. Recharge Type: No crowds, no rushing, no plans. Just rest and reset. Travel Type: Even a short weekend is enough for a quick getaway. Family Type: Spending time with family, catching up over meals, and slowing down. Watchlist Type: You’re on holiday, but your watchlist is still o
TOPRecharge type as in 2 weeks time, I will be on business trip to South Korea. Not a place I fancy but a 1 week job that I need to go. South Korea not my cup of tea except ginseng chicken soup, BBQ & The Faceshop. Been to Seoul years ago - my 1st business trip to South Korea. Been to the famous palace, shopping belt & DMZ. This customer I m visiting is in tech park hence not in Seoul. Nothing much to do after work but a big shopping mall besides the hotel 😂😂. I m also a stakeholder of this customer. Speaking of devil! Its price has increased by 4% tonight. I had submitted a similar one on Chinese page but my comments MIA. @MHh @1PC @Wayneqq @Universe宇宙 @rL @melson
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05-01
AI Economy is Booming!
Hello everyone! Today i want to share some trading ideas with you! 1 $Alphabet(GOOGL)$ chart is what happens when a search monopoly keeps reinvesting into new profit pools instead of standing still. Search funded the empire, YouTube expanded attention, Android protected distribution, Cloud built enterprise relevance and AI is now the next layer of the compounding story. 2 The memory cycle has so much pricing power right now that $SanDisk Corp.(SNDK)$ & $Micron Technology(MU)$ are reporting gross margins that look more like software: • Sandisk: 78% gross margin • Micron: 74% gross margin What happens when inferenc
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05-01
Can VRTX Give What Market Expecting For "Show Me" on Casgevy?
$Vertex Pharmaceuticals(VRTX)$ is scheduled to report its fiscal Q1 2026 earnings on Monday, May 4, 2026, after the market closes. As the company works to diversify beyond its dominant cystic fibrosis (CF) franchise, this quarter is particularly significant for its new commercial launches. Q1 2026 Earnings Expectations Consensus EPS: Estimates range between $4.43 and $4.47 (up from $3.55 YoY). Consensus Revenue: Projected at approximately $3.07B to $3.11B (roughly 9.5% YoY growth). Earnings Whisper: Some analysts suggest a slight downside risk with a "Whisper" around $4.18, though the company has beaten estimates in three of the last four quarters. Vertex Pharmaceuticals (VRTX) reported its fiscal Q4 and full-year 2025 results on February 12, 2026