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05-07
4 under-the-radar AI infrastructure plays to watch
In 1 year, $SanDisk Corp.(SNDK)$ spiked from $27 to $1400+ for 5200%. Memory is the bottleneck of AI right now, but soon it will be photonics and energy. Here's 4 other bottlenecks of AI that is undervalued: 🔵 $POET Technologies Inc(POET)$ — Optical Interconnects Light replaces copper inside AI clusters. Marvell order live, 30k+ engines shipping in 2026. Target: $40 🔵 $Lightwave Logic, Inc.(LWLG)$ — Polymer Photonics Their Perkinamine tech outperforms silicon at moving data between chips. Stage 3 commercialization just started. Target: $42 🔵 $Cipher Mining Inc.(CIFR)$ — AI Power Infrastructure $9.3B in contracted leases
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05-07
AI Infrastructure’s Next Wave: 20 Stocks Chasing the “Next AMD” Opportunity
10 years ago, $Advanced Micro Devices(AMD)$ was trading at $2 and up 21500% now. AMD was losing money, but their technology was powerful. 20 stocks with same set-up as AMD (price target 1 year from now): 1. $SUPER MICRO COMPUTER INC(SMCI)$ (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70 2. $APPLIED DIGITAL CORP(APLD)$ (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120 3. $Viavi Solutions(VIAV)$ (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200 4. $SoundHound A
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05-07
Weekly Compass: $TSLA $SLV $GOOGL Continue Bullish Follow-Through 🚀
Before we dive into the 50-year historical study, let’s look at how our high-probability setups from last Saturday’s Weekly Compass are performing. Of the nine setups identified, seven remain active in the expected direction: $Alphabet(GOOGL)$ : +3.1% (Bullish as expected) $iShares Bitcoin Trust(IBIT)$ / Bitcoin: +3.9% / +4.2% (Bullish as expected since a month ago!) Silver ( $iShares Silver Trust(SLV)$ ): +2.7% (Bullish as expected) $Eli Lilly(LLY)$ : +2.5% (Bullish as expected) $Tesla Motors(TSLA)$ : +2.0% (Bullish as expected) $Berkshire
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05-07
S&P Will Hit 8,000 — But Anthropic Will Decide the Outcome
$SPY$ S&P 8,000 isn't just a random headline. It's backed by recent positioning — a number of far-dated call options at the 800 strike have seen significant volume: $SPY 20270319 800.0 CALL$ $SPY 20260930 800.0 CALL$ $SPY 20270617 800.0 CALL$ These were opened at different times: early April, mid-April, and just a couple of days ago. Looking at the expirations, no one expects this to happen overnight — Q3 at the earliest. But at this pace, I wouldn't be surprised if SPY hits 800 by June. The catalyst behind this surge is simple — and I've mentioned it before: Anthropic's revenue da
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05-07
Bitcoin Breaks $80K, Institutions Keep Buying! Real Bull or Dead Cat?
$CME Bitcoin - main 2605(BTCmain)$ broke $80,000 on May 4 — its first time above that level since February 2026. $Circle Internet Corp.(CRCL)$ hit $120. Real drivers are institutional accumulation and regulatory clarity.Institutional Flows: This Time Looks Different$iShares Bitcoin Trust(IBIT)$ : AUM topped $1.1B, now holds ~14,200 BTC$Morgan Stanley Bitcoin Trust ETP(MSBT)$ : $100M inflows in its first 6 days, entirely from self-directed clients — advisor channel not yet open$Strategy(MSTR)$: +33% in April, +7% the day BTC broke $80K; bought ~29,914 BTC ($2.74B) in April a
TOPShyon: 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 $MicroStrategy(MSTR)$ . That kind of capital tends to be more patient and structural. Regulation is the other key piece. If the CLARITY Act moves forward, it could finally define the SEC vs CFTC boundary, which is a big unlock for players like $Circle Internet Corp.(CRCL)$ . That kind of clarity usually helps establish stronger long-term support levels. Near term, $80K may not hold cleanly, and a pullback toward $60K wouldn’t surprise me. I’m staying patient with BLSH — this feels more like early-cycle volatility than a broken trend. @Tiger_SG @TigerStars @Tiger_comments @TigerClub
6.62K
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05-06
[Share Your Portfolio & Win Prizes] Chips Are on Fire! Did You Make Money?
Chip stocks had a strong rally in April. Did you buy any chip stocks? Which stock helped you earn the most? The semiconductor sector was almost all green. $Intel(INTC)$ jumped 112.98% in April, $Micron Technology(MU)$ rose 69.47%, $Advanced Micro Devices(AMD)$ gained 61.35%, $ON Semiconductor(ON)$ climbed 61.71%, $Qualcomm(QCOM)$ was up 48.37%, $Texas Instruments(TXN)$ gained 40.91%, $Broadcom(AVGO)$ rose 35.92%, and $NVIDIA(NVDA)$ still added 10.62% despite
TOP🌟🌟🌟I invest in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ because I believe in the backbone of our modern world. Every piece of technology we touch - from the phones in our pockets to the massive data centres powering the AI revolution, runs in semiconductors. They are the new oil, the fundamental building block of our future. However holding a 3x leveraged ETF isn't for the faint hearted investor. There are days when the volatility is staggering. In those moments, it is easy to feel the weight of the risk. SOXL is designed to track 300% of the daily performance of the NYSE Semiconductor Index. Its top holdings include $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ and many more. Investing in SOXL is exciting but intense but I believe the reward of being right on the future of technology is worth the adrenaline. With SOXL, investing is never boring. @TigerEvents @Tiger_comments @TigerStars @Tiger_SG
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5.27K
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05-06
AMD/Intel New High Again! CPU & Memory Surges: Which Side Do You Pick?
$Advanced Micro Devices(AMD)$ surged +16.5% after-hours to above $400. $INTC$ jumped +17.6% yesterday. Same week: $SanDisk Corp.(SNDK)$ printed 78.4% gross margins, and $Micron Technology(MU)$ 's CEO called memory a "strategic asset for AI." Two AI infrastructure plays are flying simultaneously — CPUs and memory. Which one runs further?1. CPU Story: Demand Is Structurally ShiftingAI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." E
TOPI 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 memory, but longer term AMD likely compounds better as inference scales. Positioning-wise, I’d rather hold both but tilt slightly toward memory for now. @TigerClub @TigerStars @Tiger_comments
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05-06
⚡ Lumentum (LITE) FY2026 Q3 Earnings: The "Optical Engine" of AI
$Lumentum(LITE)$ is transitioning from a cyclical telecom component maker to a high-margin, vertically integrated systems provider for the AI "Giga-factory" era. 1. 📊 Financial Scorecard: Growth & Efficiency Revenue: $808.4M (+90.1% YoY) — Record quarter. Non-GAAP EPS: $2.37 (Beat consensus of $2.26). Operating Margin: 32.2% (Up from ~11% last year). This 2,140 bps expansion signals extreme operating leverage—profits are growing much faster than revenue. Q4 Guidance: Explosive outlook of $960M–$1.01B revenue. 2. 🤝 The "Nvidia Factor" & War Chest Lumentum’s balance sheet was transformed this quarter by a $2 billion strategic investment from Nvidia. Cash Position: Increased to $3.17B. The Moat: Nvidia isn't just a customer; they are a partne
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05-05
$NVIDIA(NVDA)$
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05-05
$英特尔(INTC)$ $半导体指数ETF-HOLDRs(SMH)$ $iShares费城交易所半导体ETF(SOXX)$ Not much but enough to upgrade my old desktop. Thank you Intel.
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05-05
$INTC 20270319 60.0 CALL$ Hard to predict how far it can go, can only move up the SL and make sure not return everything...
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05-05
$Micron Technology(MU)$
1.05K
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05-05
$Lemonade, Inc.(LMND)$ short pull back longest dca and hold
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05-05
$LITE 20260508 945.0 PUT$ 3 More days to go for another 170k .. wait patiently ... if earning boom tonight ... tomorrow will be great ...
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05-05
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @CashBoost @Tiger_CashBoostAccount @TigerStars Support / Resistance 📈📉: Support: $394-396, $387, $380, $375 Resistance: $402, $408 (?), $414.5 Outlook 📝: TSLA opened above $394-396 during today's market session, thus may be able to see more short term upside movement towards $402. If TSLA managed to break and hold $40
TOPwow.. ur CBA limit must be v high
2.07K
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05-05
$ASML 20260821 1400.0 CALL$ A quick 2 days turnaround trade with ASML. Yesterday ASML pulled back about 2%. Took the opportunity to get in a call position hoping for a rebound. And a rebound it did, today. Close with small profits. 🍀
TOPGood. My call went against me 🥲
948
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05-05
$COHR 20260508 320.0 PUT$ move like tortoise [Spurting]
1.04K
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05-05
$Micron Technology(MU)$ slowly but surely [DOGE]
1.13K
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05-05
$OCBC Bank(O39.SI)$ good to buy more or trying buying DBS as it may go upside?