To The Moon

$Advanced Micro Devices(AMD)$ what a big rise again! Looking forward later market open! $Tesla Motors(TSLA)$ same for this! Let's fly once again as I am holding still and going sell tonight!

$Advanced Micro Devices(AMD)$ what a big rise again! Looking forward later market open! $Tesla Motors(TSLA)$ same for this! Let's fly once again as...

# Winning Trades

TOPGdman: Thanks to some bullshit investor who dumped the shares in the name of good

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3.36K

HRHRHRHR

05-07

$Defiance Daily Target 2X Long SMCI ETF(SMCX)$ $SUPER MICRO COMPUTER INC(SMCI)$ SMCI should be well over $100 if not for the bad news like poor accounting / smuggling BS! Look at $Dell Technologies Inc.(DELL)$ price! This stock is also heavily shorted! But with Ytd's closing run and wonderful earnings call, the shorts will be burn big time! Forced buyback will occur next few days and SMCI will be squeezed up big time! 150% at least!!! Gogogo!

$Defiance Daily Target 2X Long SMCI ETF(SMCX)$ $SUPER MICRO COMPUTER INC(SMCI)$ SMCI should be well over $100 if not for the bad news like poor acc...

# Winning Trades

TOPHRHRHRHR: I dont reply to Tiger bots but u will see, once SMCI breaks $35 its hard to look back again

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1.77K

AMDidass

05-07

$NVIDIA(NVDA)$ Still flying as usual! Nonstop profit making! $Alphabet(GOOG)$ see this perfect share too! Flying together hands with hands! Gogogo!

# Winning Trades

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2.49K

koolgal

05-06

🌟🌟🌟 The world is currently in the middle of a memory supercycle that has fundamentally shifted the tech landscape, moving from a period of abundance to one of strategic scarcity. The current shortage is often called "RAMageddon". This is not a temporary shortage but a structural reallocation of the world's semiconductors. I believe the memory shortage to persist, resulting in high prices through to 2026. The reason is that High Bandwidth Memory or HBM for AI consumes about 3 times the wafer capacity of standard RAM. Therefore memory stocks like SK Hynix, Samsung and $Micron Technology(MU)$ will continue to benefit. Happy times are here for investors of these stocks.

【🎁有獎話題】納指標普再創新高，英特爾閃迪美光集體暴漲，AI巨頭全面爆發？

@虎港通：

小虎們，隨著AI算力需求的持續爆發，美股CPU行業的高景氣度拉滿！[Cool] 本週二，由於投資者大舉買進存儲芯片類股，推動了 $納斯達克(.IXIC)$ 和 $標普500(.SPX)$ 再創下歷史新高！[666] 其中 $英特爾(INTC)$ 股價再度上漲13%，年初至今其股價漲超160%，與此同時 $美國超微公司(AMD)$ 由於其業績帶動，盤後一度漲超11%！[Call] 那麼在AI算力高景氣持續發酵，美股存儲芯片股紛紛大漲，GPU巨頭紛紛大漲的當下，你認為 $英特爾(INTC)$ 和 $美國超微公司(AMD)$ 行情還能走多遠？[YoYo] 美股無視中東地緣政治衝突，納指標普齊創新高昨夜美股的行情堪稱「冰與火之歌」！納指、標普500雙雙創下歷史新高， $費城半導體指數(SOX)$ 暴漲超4%，自3月底以來，該指數累計漲幅已達到44%，創下自2000年網路泡沫時代以來的最強勁漲勢。存儲芯片巨頭 $美光科技(MU)$ 、 $

【🎁有獎話題】納指標普再創新高，英特爾閃迪美光集體暴漲，AI巨頭全面爆發？

🌟🌟🌟 The world is currently in the middle of a memory supercycle that has fundamentally shifted the tech landscape, moving from a period of abundanc...

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1.30K

Mkoh

05-06

Allocate 20-30% to physical gold or miners (already up big as a hedge). Add energy stocks/ETFs for oil exposure. Shift rest to staples, utilities, healthcare defensives, short-term TIPS, and cash. Reduce growth/tech leverage. Focus on quality dividends and diversification. This counters inflation, geopolitics, and volatility while capturing commodity upside.

Allocate 20-30% to physical gold or miners (already up big as a hedge). Add energy stocks/ETFs for oil exposure. Shift rest to staples, utilities, ...

# 💰Stocks to watch today?(15 May）

TOPMeroy: Cutting tech leverage hurts but gold already ran lol, you really hiding in staples here?

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845

The Investing Iguana

05-06

Centurion Accommodation REIT 1Q 2026: No Low Leverage Means No Sanctuary Left | 🦖EP1592

Centurion Accommodation REIT 1Q 2026: No Low Leverage Means No Sanctuary Left | 🦖EP1592 The market sees a clean 7.4% projected yield, but the balance sheet sees a REIT that nearly doubled its net debt in one quarter and is now leaning on master leases to keep the income line looking smooth. A 31% aggregate leverage ratio, S$659 million of net debt and a financing cost that quietly steps up from 3.57% to 3.79% once you include the real fees is not a small technicality, it is a fundamental shift in who carries the risk. My stance is simple: when a “low‑leverage sanctuary” REIT rewrites its capital structure this quickly, I treat the headline beat as a red flag, not a comfort blanket. 📺 YouTube: https://youtu.be/AIzU9lhZ6Ds 📩 Substack: https://investingiguana.com/p/careit-1q-2026-debt-hits-31

Centurion Accommodation REIT 1Q 2026: No Low Leverage Means No Sanctuary Left | 🦖EP1592

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62.86K

Elliottwave_Forecast

05-06

Google (GOOGL) Elliott Wave Cycle Near Completion, Larger 3-Wave Pullback Ahead

Google (GOOGL) has continued to achieve new all‑time highs since establishing a key low on March 31. The advance from that point is unfolding as a five‑wave impulse under Elliott Wave principles. From the March 31 low, wave (1) concluded at $342.32, followed by a corrective wave (2) that ended at $331.10. The stock then accelerated in wave (3), which subdivided into a smaller impulse, confirming the bullish momentum. Within wave (3), the internal sequence began with wave 1 ending at $353.18. A brief dip in wave 2 followed, reaching $344.21. The rally then extended in wave 3 toward $378.79, before a modest retracement in wave 4 that settled at $365.82. The final push in wave 5 carried prices to $391.39, completing wave (3) at the higher degree. A corrective phase in wave (4) then unfolded,

Google (GOOGL) Elliott Wave Cycle Near Completion, Larger 3-Wave Pullback Ahead

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1.77K

Xaddy_Analyst

05-06

🔥 OCBC's Insurance Ace vs. DBS's Wealth Monster: The S$100B AUM Battle Heats Up! 💰 $O39.SI $U11.SI $D05.SI

🎯 The Pulse $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $DBS threw down the gauntlet with record wealth management fees and a dividend surge to S$0.81—now $OCBC and $UOB face their moment of truth. While $DBS cruised on wealth momentum, $OCBC just pulled a strategic masterstroke: fully consolidating $G07.SI (Great Eastern) for S$1.4B to unlock S$100B AUM synergies. The numbers don't lie—$OCBC's wealth fees exploded +35% YoY to a record S$923M in 9M FY2025, offsetting brutal NIM compression (-34bps to 1.84%). With Great Eastern crushing FY2025 profit targets (+21% to S$1.2B) and Q1 2026 momentum intact (+13% profit), $OCBC is weaponizing insurance to fig

🔥 OCBC's Insurance Ace vs. DBS's Wealth Monster: The S$100B AUM Battle Heats Up! 💰 $O39.SI $U11.SI $D05.SI

# SG Banks Q1: NII Under Pressure, Who Held Up on Wealth Management?

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2.02K

Shyon

05-06

I lean slightly toward memory in the near term because pricing power is stronger. When $SanDisk Corp.(SNDK)$ is guiding ~80% gross margins and $Micron Technology(MU)$ calls memory a “strategic asset,” it signals real scarcity. Supply takes years to add, and with customers already booking out capacity, the upside feels more immediate. That said, the CPU story is very real. $Advanced Micro Devices(AMD)$ is benefiting from the shift to inference and agentic AI, where CPUs regain importance. Even Intel seeing demand recovery confirms this isn’t a one-player trade. So to me, memory is a tight supply trade, while CPUs are a demand growth trade. Short term I favor mem

I lean slightly toward memory in the near term because pricing power is stronger. When $SanDisk Corp.(SNDK)$ is guiding ~80% gross margins and $Mic...

# Intel Surges 5x Then Reverses: Can $100 Hold?

TOPicycrystal: thanks for sharing

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775

Poohfessor

05-06

‌$Meta Platforms, Inc.(META)$ Buy-wall liquidity at $600 has been broken, and META is trading in a negative net gamma exposure regime. With the $600 put wall also breached, dealer hedging flows may amplify downside momentum rather than stabilize price. I’m expecting META to trend lower intraday, unless it quickly reclaims $600 with strong buying absorption.

‌$Meta Platforms, Inc.(META)$ Buy-wall liquidity at $600 has been broken, and META is trading in a negative net gamma exposure regime. With the $60...

TOPDIMCO: I’m still holding Meta and this net gamma setup looks ugly lol. If 600 stays lost, does it just slip all day?

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984

Shyon

05-06

From my perspective, I’m not chasing this breakout aggressively. $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ at all-time highs is bullish, but narrow breadth is a warning. When only a few names — especially semis — drive gains while the median stock lags, the market becomes more fragile. That said, I’m not bearish either because the AI capex story is still strong. Instead of chasing, I’d rather wait for a pullback or some rotation to reset positioning before adding exposure. Positioning also looks crowded, especially in momentum trades, which increases the risk of sharp reversals. I think laggards like healthcare or staples could catch up if conditions shift, but structurally tech leadership remains int

From my perspective, I’m not chasing this breakout aggressively. $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ at all-time highs is bullish, but narrow bread...

# S&P 500 Concludes Best Month! Shall We Sell In May?

TOPicycrystal: thanks for sharing

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1.36K

Shyon

05-06

My stock in focus today is $Advanced Micro Devices(AMD)$ , after guiding Q2 revenue above expectations on strong AI-driven data center demand. The shift from training to inference is expanding AMD’s opportunity, especially as CPUs become more relevant alongside GPUs. The sharp premarket rally reflects growing confidence that AI demand remains both real and durable. Strategically, AMD is strengthening its position as a credible challenger to Nvidia, with a larger server CPU market opportunity and validation from partners like Meta Platforms and OpenAI. However, competition is heating up again as Intel ramps production and leverages its manufacturing edge. On the flip side, rising memory costs and supply constraints could pressure AMD’s consumer se

My stock in focus today is $Advanced Micro Devices(AMD)$ , after guiding Q2 revenue above expectations on strong AI-driven data center demand. The ...

# 💰Stocks to watch today?(15 May）

TOPicycrystal: thanks for sharing

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1.58K

Shernice軒嬣 2000

05-06

The Cloud Monopoly: How AI Agents Became a Money-Printing Press for Big Tech Infrastructure

The AI narrative is shifting rapidly right now, moving away from simple "chatbots" toward autonomous action (agents) and massive backend infrastructure utilization. 1. The Real Money is in the Plumbing (AI Infrastructure) $Oracle(ORCL)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ The Token Explosion: As AI agents like OpenAI's OpenClaw and Google's Remy perform multi-step, background tasks (e.g., checking your calendar, reading 50 emails, drafting a response, and coordinating with another app), they consume exponentially more tokens than a human typing a s

The Cloud Monopoly: How AI Agents Became a Money-Printing Press for Big Tech Infrastructure

TOPShernice軒嬣 2000: @Ah_Meng @Optionspuppy @InverseCramer @MKTrader I got a new toy called Remy. Remy is reportedly an AI agent being developed by Google What can it do? Think of real-life use cases: 📧 Read and reply to emails automatically 📅 Schedule meetings and manage your calendar 🛒 Order things online 📊 Pull data, generate reports 💻 Interact with software like a human (clicking, typing, navigating Work continuously in the background (even 24/7)

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Shyon

05-07

I’m still bullish overall, even though I’m holding a sizable paper loss in $Bullish(BLSH )$ . What stands out this cycle is the strength of institutional flows — especially into $iShares Bitcoin Trust(IBIT )$ and $Morgan Stanley Bitcoin Trust ETP (MSBT )$ — alongside continued accumulation from

I’m still bullish overall, even though I’m holding a sizable paper loss in $Bullish(BLSH)$ . What stands out this cycle is the strength of institut...

# CLARITY Act Advances, Yet Circle Drops: Sell the News?

TOPnizzmo: MSTR still buying is the tell lol. You really think 60K gets tapped first?

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956

BTS

05-07

$S&P 500(.SPX)$ The S&P 500 (.SPX) concludes its best month since 2020; strong momentum may give way to profit-taking and short-term corrections Historical data presents the "Sell in May and Go Away" seasonal trend, as May typically ranks among the weakest months for performance; this period often brings choppier price action and sideways consolidation following a strong multi-month rally。。。 Chasing new highs at overextended levels increases the risk of entering at a local peak; waiting for a pullback to established support zones provides a safer entry for long-term investors Market leadership is shifting from overextended technology and semiconductor stocks toward laggard sectors like energy, financials, and industrials; these

S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?

@Tiger_comments：

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

S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?

$S&P 500(.SPX)$ The S&P 500 (.SPX) concludes its best month since 2020; strong momentum may give way to profit-taking and short-term corrections Hi...

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Macquarie Warrants Singapore

05-07

Wilmar - how will newly listed call warrant perform if stock pushes toward Joey Choy's $4 "near-term trigger"?

Back on 7 April, we shared SGX Academy Trainer Joey Choy's write up on $Wilmar Intl(F34.SI)$ shares, where he stated that as long as prices hold above $3.60, Wilmar shares might push toward the psychological resistance level of $4 Joey believes that $4 is a key near-term trigger, which if broken, may push the stock toward the next resistance of $4.40 Since his article, Wilmar shares had dropped to a low of $3.43 on 30 April before closing just above the $.3.60 support level at $3.61 - and held above $3.60 since While the article mentioned Wilmar call warrant $Wilmar MB eCW260630(ZFIW.SI)$ , Macquarie Warrants Singapore listed a new Wilmar call warrant $W

Wilmar - how will newly listed call warrant perform if stock pushes toward Joey Choy's $4 "near-term trigger"?

To The Moon

【🎁有獎話題】納指標普再創新高，英特爾閃迪美光集體暴漲，AI巨頭全面爆發？

Centurion Accommodation REIT 1Q 2026: No Low Leverage Means No Sanctuary Left | 🦖EP1592

Google (GOOGL) Elliott Wave Cycle Near Completion, Larger 3-Wave Pullback Ahead

🔥 OCBC's Insurance Ace vs. DBS's Wealth Monster: The S$100B AUM Battle Heats Up! 💰 $O39.SI $U11.SI $D05.SI

The Cloud Monopoly: How AI Agents Became a Money-Printing Press for Big Tech Infrastructure

S&P 500 Concludes Best Month Since 2020! Chase New High or Take Profits?

Wilmar - how will newly listed call warrant perform if stock pushes toward Joey Choy's $4 "near-term trigger"?

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