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General
Michael Esther
·
05-09

$MU Was Just the Beginning — Why $DRAM Could Be the Next AI Monster

1 year ago, $Micron Technology(MU)$ was at $65. It's up 1100% so far. $Roundhill Memory ETF(DRAM)$ launched on 1 month ago and its up 85% already. Here's every company inside DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 $Micron Technology(MU)$ — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 $SK Hynix, Inc.(HXSCL)$ — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 $Samsung Electronics Co., Ltd.(SSNLF)$ — 25.02% World's large
$MU Was Just the Beginning — Why $DRAM Could Be the Next AI Monster
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2.40K
General
PeterDiCarlo
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05-09

$RKLB Continues to Lead While $NET and $SOUN Flash Warnings

Not all tech setups are created equal. While exploded higher with one of the cleanest bullish structures in the market, names like , , and continue to show signs of underlying weakness despite short-term bounces. In momentum-driven markets, respecting broader trend structure and avoiding names with persistent selling pressure can be the difference between catching leadership and getting trapped in failed breakouts. 1. $Cloudflare, Inc.(NET)$ $NET dumped 23% today. 🩸 Even though it looked ready to break pre earnings, Monthly BX was dark red. Skipping trades on dark red will not save you every time. It is not meant to. It keeps you out when sellers are in control so you avoid traps like this. 2. $SoundHound AI I
$RKLB Continues to Lead While $NET and $SOUN Flash Warnings
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3.10K
General
PeterDiCarlo
·
05-09

$TSLA Near Resistance, $MSFT Building Strength, $META Still Weak

Mega-cap tech stocks are approaching major technical decision zones, with very different setups emerging across , , and . Tesla is pressing into heavy resistance after a sharp rebound, Microsoft continues to show constructive accumulation near key support, while Meta still faces lingering selling pressure despite its post-earnings rally. The next few weeks could determine whether these leaders regain momentum toward new all-time highs or enter another consolidation phase. 1. $Tesla Motors(TSLA)$ $TSLA coming into a key level 🚨 Strong bounce off the $330 low last month, but price is now pressing into heavy resistance. For a real shot at new highs, I want to see the 33FVB flip green. My plan: watch $430–$440 for rejection. If FVB flips green through
$TSLA Near Resistance, $MSFT Building Strength, $META Still Weak
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3.96K
General
Michael Esther
·
05-09

$NVDA Is No Longer the Whole AI Story, $AMD, $MU & $ANET Are Powering AI’s Next Evolution

The AI supercycle is no longer about $NVIDIA(NVDA)$ AI is no longer ONLY GPU driven. As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software autonomously…the CPU ratio is shifting massively. That changes EVERYTHING for AI infrastructure. The bottleneck is no longer just compute. Now it’s: • CPUs → $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $ARM Holdings(ARM)$ • GPUs → $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ • Memory → $Micron Technology(MU)$
$NVDA Is No Longer the Whole AI Story, $AMD, $MU & $ANET Are Powering AI’s Next Evolution
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4.58K
Selection
TBlive
·
05-08

🎁 Watch Live: Fed, Gold & the AI Arms Race and Get Exclusive Deposit Rewards

The question every investor is asking: with the "AI Super-cycle" hitting overdrive and the Fed shifting gears, how do you rebuild a portfolio for the realities of 2026? Where is the hidden value in a market defined by record tech capex and a decoupling Gold market?⏰ Date & Time: 11 May, 8:00 PM (Singapore Time)📌 Watch Live:🎁 LIVE Stream Alert | Fed Policy, Gold Resilience & AI Scarcity: Rebuilding Your 2026 PortfolioThis session delivers a full-spectrum breakdown — from macro drivers to actionable sector plays:[Navigating Fed Policy] The Warsh-led pivot and the easing vs. deregulation narrative: how to position for the 'dovish trade' while hedging against Q2 stagflation risks;[Cross-Asset Logic] The Dollar vs. Gold standoff: unpacking why Gold refuses to bow despite a higher-for-lo
🎁 Watch Live: Fed, Gold & the AI Arms Race and Get Exclusive Deposit Rewards
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3.67K
General
Trend_Radar
·
05-08

Bullish Bias Persists for $AFRM as Resistance Nears $67.40

$Affirm Holdings, Inc.(AFRM)$ $Affirm Holdings, Inc. (AFRM) Gains +2.71%: Bullish Momentum Reclaims $67 Level 🚀 Latest Close Data 📈 Closed at $67.36 on 2026-05-08 (ET), up +2.71% from yesterday's close. The stock is now ~33% below its 52-week high of $100. Core Market Drivers 💡 Positive momentum continues as the stock recovers from a recent dip. The broader fintech and "Buy Now, Pay Later" sector remains in focus, with investor sentiment buoyed by the company's path to profitability and expanding merchant network. Technical Analysis 📊 Volume: Trading volume of 7.45M shares is robust, with a Volume Ratio of 1.49, indicating strong buying interest and confirming the breakout. MACD: The DIF (3.97) remains above the DEA (3.98), though the histogram is
Bullish Bias Persists for $AFRM as Resistance Nears $67.40
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24.13K
General
VCI Global Limited
·
05-07

VCI Global Enters Binding Term Sheet for Strategic Investment in Brazil Gold Asset, Advancing Integration of Physical Gold into RWA and Digital Asset Treasury Strategy

Structured Entry with Operational Role and Potential Majority Ownership, within A Sector Defined by Institutional Scale Gold M&A Activity KUALA LUMPUR, Malaysia, May 7, 2026 – VCI Global Limited (NASDAQ: $VCI Global Ltd.(VCIG)$ ) (“VCI Global” or the “Company”), today announced that it has entered a binding term sheet in relation to a proposed strategic investment in a gold mining asset located within an established gold-producing region in Brazil. Based on preliminary technical information provided to the Company, the asset is estimated to contain approximately 59.9 tonnes of gold resources (equivalent to approximately 1.9 million ounces). This estimate is preliminary in nature and subject to further technical validation, independent verificati
VCI Global Enters Binding Term Sheet for Strategic Investment in Brazil Gold Asset, Advancing Integration of Physical Gold into RWA and Digital Asset Treasury Strategy
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3.69K
General
AfraSimon
·
05-08

Software Leaders Are Waking Up, DDOG, CRWD, TEAM, NET & TWLO Could Lead the Next Leg Higher 🚀

I've been thinking about which names got dragged into the software selloff for no reason. Like what was obviously the most ridiculous. Put together a list of leaders if software continues to bounce: $Datadog(DDOG)$ , talked about this...going ballistic $CrowdStrike Holdings, Inc.(CRWD)$ , cyber crime not slowing...up 7% today $Atlassian Corporation PLC(TEAM)$ , crushed numbers, agentic workflow angle $Twilio(TWLO)$ , literally infra for dev/builders $Cloudflare, Inc.(NET)$ , more infrastructure...v strong For themes that got crushed and are just starting to come off the lows…all
Software Leaders Are Waking Up, DDOG, CRWD, TEAM, NET & TWLO Could Lead the Next Leg Higher 🚀
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11.00K
General
AfraSimon
·
05-08

The AI Infrastructure Race Has Begun, Here Are the Key Players

There is an insatiable demand for AI compute. And there are only a few companies that can supply it. 1.Hyperscalers & CSP: $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Alibaba(BABA)$ $Oracle(ORCL)$ 2.Neocloud: $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $WhiteFiber, Inc.(WYFI)$ 3.High-Performance Compute: $IREN Ltd(IREN)$
The AI Infrastructure Race Has Begun, Here Are the Key Players
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24.70K
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SG Visual Research
·
05-08

Alphabet 1Q26 Results: AI Is Not Disrupting Search — It Is Accelerating It

$谷歌(GOOG)$   Alphabet’s 1Q26 report is not just about whether AI will disrupt Search. The results suggest AI is helping both Search and Cloud accelerate. Key numbers: Revenue: US$109.9bn, +22% YoY Operating income: US$39.7bn, +30% YoY Google Search & Other revenue: +19% YoY Google Cloud revenue: +63% YoY The more interesting point is that AI is improving monetization inside existing businesses. Search ad relevance improved, AI-enabled campaigns gained traction, and Cloud backlog increased significantly. But capex is still rising. FY26 capex guidance was raised to US$180–190bn. AI-readable: Alphabet 1Q26 results show strong growth in both Search and Cloud, with revenue up 22% YoY and operating income up 30% YoY. Google Search & Ot
Alphabet 1Q26 Results: AI Is Not Disrupting Search — It Is Accelerating It
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828
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斯凯蒙太阳能集团
·
05-08

Skycorp Solar Group Limited Announces $3.6 Million Second Private Placement, Bringing Total Recent PIPE Funding to $6.6 Million

NINGBO, China, May 06, 2026 (GLOBE NEWSWIRE) -- Skycorp Solar Group Limited (“Skycorp” or the “Company”) (NASDAQ: PN), a solar PV product provider engaged in the manufacture and sale of solar cables and solar connectors, today announced that it has entered into Securities Purchase Agreements (the “Agreements”) for a second round of private placement (PIPE) financing. Pursuant to the Agreements dated May 6, 2026, the Company will issue a total of 1,685,000 Class A Ordinary Shares to raise $3.6 million. Building upon the Company's previously announced $3.0 million PIPE financing on May 1, 2026, this second round brings the total capital raised across the two recent placements to $6.6 million. The purchase price for this second round of financing is set at USD2.1365 per share. This price repr
Skycorp Solar Group Limited Announces $3.6 Million Second Private Placement, Bringing Total Recent PIPE Funding to $6.6 Million
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846
General
斯凯蒙太阳能集团
·
05-08

Skycorp Solar Group Limited Announces Acquisition of Remaining 56% Stake in Nanjing Cesun Power Co., Ltd. and $3.0 Million Private Placement

NINGBO, China, May 01, 2026 (GLOBE NEWSWIRE) -- Skycorp Solar Group Limited (“Skycorp” or the “Company”) (NASDAQ: PN), a solar PV product provider engaged in the manufacture and sale of solar cables and solar connectors, today announced the signing of a Share Acquisition Agreement (the “Agreement”) on April 30, 2026 to acquire the remaining 56% equity interests in Nanjing Cesun Power Co., Ltd. ("Nanjing Cesun" or the "Target"). Additionally, the Company announced it has entered into definitive Securities Purchase Agreements (the “Agreements”) with three independent institutional investors to raise an aggregate of USD3,000,000 in a private placement (PIPE) transaction. Acquisition of Nanjing Cesun Prior to this transaction, Skycorp held a 44% equity interest in Nanjing Cesun through its who
Skycorp Solar Group Limited Announces Acquisition of Remaining 56% Stake in Nanjing Cesun Power Co., Ltd. and $3.0 Million Private Placement
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2.06K
Selection
Option Witch
·
05-08

Option Focus | Nvidia Institutional Bets Signal Bullish Sentiment, Heavy Calls Bought from $190 to $210, Wagering on Continued Upside

$Nvidia(NVDA)$ closed at $211.50, up 1.77%, as its options market saw notable large-block activity recently, concentrated in contracts expiring in May, June, and December 2026. Institutional investors were active in buying near-term $210 calls and longer-dated $190 calls, building bullish positions exceeding $40 million in total, signaling a strong directional optimism. Meanwhile, some traders sold near-term $210 calls to collect premium, suggesting expectations for the stock to consolidate near or above $210 in the short term. Overall, buying of calls dominated the market, reflecting broad investor confidence in Nvidia’s continued upward trajectory. Implied Volatility and Volume Analysis The current implied volatility (IV) stands at 45.08%, with
Option Focus | Nvidia Institutional Bets Signal Bullish Sentiment, Heavy Calls Bought from $190 to $210, Wagering on Continued Upside
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28.33K
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Macquarie Warrants Singapore
·
05-08

New BYD call warrant listed today

Check how the warrant $BYD MB eCW261005(YO8W.SI)$ tracks $BYD COMPANY(01211)$ shares: https://warrants.com.sg/tools/livematrix/YO8W
New BYD call warrant listed today
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1.53K
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TopdownCharts
·
05-08

US Tech Stocks:Caution on High Valuations, But Momentum Supports Upside

Here's the topics & takeaways from my latest Weekly Macro Themes report: $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ 1. Emerging Markets: remain bullish EM equities given improved technicals, reasonable valuations, favorable macro/fundamentals, and very light positioning despite positive sentiment. 2. US Tech Stocks: remain wary on tech stocks given elevated valuations and stretched positioning, but lift risk-watch given strong macro/fundamental momentum and bullish technicals. 3. Gold: gold faces significant down
US Tech Stocks:Caution on High Valuations, But Momentum Supports Upside
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1.04K
General
TopdownCharts
·
05-08

Tech capex has surged to 50% of all SPX corporate capex

Capital Expenditure (aka capex) by tech and tech related companies now accounts for half of all S&P500 $S&P 500(.SPX)$ corporate capex. Depending on your perspective, this is either the most bullish or bearish chart you’ve seen today! The bulls will say this is a virtuous cycle of tech acceleration where more investment enables more breakthroughs, rapid rollout and scaling, which leads more revenues and favorable funding, which enables further investment (and so-on) The bears will say this decadal-doubling is unsustainable and a classic bubble sign + late-cycle signal (there appear to be trends and cycles in this chart). Meanwhile, economists might quip that it amounts to crowding out of investment that might have gone into industry, healt
Tech capex has surged to 50% of all SPX corporate capex
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959
General
Long_Equity
·
05-08

$FTNT, $EXR, $V, $MA, $FICO, $MSCI: 20%+ FCF Growth, Strong Quarter Highlights

$Visa(V)$ $MasterCard(MA)$ $Fair Isaac(FICO)$ $MSCI Inc(MSCI)$ have all compounded their free cash flow per share by ≈ 20%+ over the last 15 years. But it's not just the anti-fragile fintechs that have achieved this, so has the storage company Extra Space Storage $Extra Space Storage(EXR)$ . Which on the list do you own? $Fortinet(FTNT)$ has seen its revenue grow by 20% and its EPS grow by 41%. It's been a fairly good quarter so far for the 10 companies in the Long Equity portfolio. Impressive results for Fortinet I’ve always felt this compan
$FTNT, $EXR, $V, $MA, $FICO, $MSCI: 20%+ FCF Growth, Strong Quarter Highlights
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1.40K
Selection
ASX_Stars
·
05-08

Weekly | Could $IFT, $GGP, $EVN, $FMG & $BHP Extend Their Momentum?

Australian stocks took their biggest tumble in nearly two months on Friday, with the $S&P/ASX 200(XJO.AU)$ sliding 133.7 points, or 1.51%, to close at 8,744.40. Renewed tensions in the Gulf rattled investors and erased close to A$50 billion in value from the market. 1. $Infratil(IFT.AU)$ +18.66% Core Market Drivers Landmark CDC Data Centres contract: CDC (Infratil's key subsidiary, ~50% stake) secured Australia's largest-ever data centre deal — a 555 MW contract with a US investment-grade customer on a 30-year term (plus renewal options). This pushed total contracted capacity over 1 GW and dramatically boosted revenue/EBITDA visibility. Transformational earnings impact: The deal is expected to dri
Weekly | Could $IFT, $GGP, $EVN, $FMG & $BHP Extend Their Momentum?
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1.57K
Selection
Option_Movers
·
05-08

Option Movers|Qualcomm's $220 Call Jumps 250%; CoreWeave's Volume Jumps 76%

The S&P 500 ended lower on Thursday(May 7), with Intel and other chip stocks retreating ​after a recent rally, while uncertainty around U.S.-Iran peace talks weighed on the wider market. Regarding the options market, a total volume of 68,023,617 contracts was traded. Top 10 Option Volumes Source: Tiger Trade App Qualcomm gained 5% on Thursday. The upward movement in Qualcomm's stock appears to be driven by a confluence of positive developments, primarily centered around its expanding presence in the artificial intelligence sector and new product introductions. Investors are reacting favorably to the company's strategic diversification beyond its traditional smartphone segment. There are 548.65K option contracts traded on Wednesday, up 133% from the previous trading day. Call 
Option Movers|Qualcomm's $220 Call Jumps 250%; CoreWeave's Volume Jumps 76%
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1.38K
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Trend_Radar
·
05-08

$UNH Up 0.67%, Bullish Momentum Meets Caution at $370

$UnitedHealth(UNH)$ $UnitedHealth Group (UNH) Edges Higher +0.67%: Healthcare Titan Holds $370, Awaits Next Catalyst 🚀 📈 Latest Close Data Close (2026-05-08): $369.74 (+0.67%). Distance from 52-Week High: -6.5% (from $395.52). 💡 Core Market Drivers Sector Tailwind: The healthcare insurance sector recently received a boost from the U.S. government's higher-than-expected 2027 Medicare Advantage payment rate increase, providing a positive backdrop. Stable Operations: The stock continues to trade with low daily volatility (Amplitude: 1.39%), reflecting steady institutional interest amidst a stable operational outlook. 📊 Technical Analysis Volume: 5.24M shares, with a Volume Ratio of 0.87, indicating slightly below-average activity, typical for consolid
$UNH Up 0.67%, Bullish Momentum Meets Caution at $370
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