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1.45K
General
Shyon
·
05-11
I’m paying much closer attention to Korea this year because the setup feels very different from past chip cycles. AI-driven HBM shortages, multi-year supply lock-ins, and the “Korea discount” unwinding are creating both earnings growth and valuation expansion together. Even after the rally, Samsung and SK Hynix still don’t look expensive to me at around 5-6x forward earnings while sitting at the center of the AI infrastructure boom. Personally, I prefer a mix of direct semiconductor exposure & $iShares MSCI South Korea ETF(EWY)exposure. SK Hynix has the strongest HBM positioning, but Korea as a whole may still be in the early stages of rerating compared with expensive US AI names. My biggest concern is not AI demand slowing, but expectations
I’m paying much closer attention to Korea this year because the setup feels very different from past chip cycles. AI-driven HBM shortages, multi-ye...
TOPDebbyLily: HBM is the whole game now. 5-6x still feels cheap, but do you worry lock-ins pull demand forward too hard?
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General
D45
·
05-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$  從「高材生」到「智者」:AI、量子計算與未來投資的必然之路 今天的AI,無疑是人類科技史上最耀眼的天才。它像一位飽讀詩書的高材生,遍覽人類古今所有文獻、代碼與知識,能以秒為單位撰寫論文、生成圖像、分析數據。然而,這位高材生有一個致命的缺陷:**它從未真正踏出過校門**。 ## 一、離地的天才:現階段AI的「經驗鴻溝」 這位高材生雖然博學,卻缺乏社會經驗。它能給你一份完美格式的「火星殖民商業計劃書」,引經據典、邏輯嚴密,卻可能忽略了最基本的現實——火星上沒有可呼吸的空氣。它能寫出精確的化學反應方程式,卻無法真正理解一滴水在量子層面的所有可能狀態。它提出的方案,往往**「離地」、不切實際**,因為它學習的是人類知識的「統計平均值」,而非物理世界的「因果律」。 這就是當前AI發展的真實寫照。無論是大型語言模型還是多模態AI,它們在無數基準測試中打破紀錄,卻依然會一本正經地「胡說八道」(AI幻覺),依然無法進行真正的因果推理,依然缺乏常識與價值判斷。**AI發展至今,仍未達完美**。 ## 二、開竅的關鍵:量子計算作為「世外高人」 要讓這位高材生「開竅」,需要的不是更多數據(他已經讀夠了書),也不是更快的經典晶片(那是繼續用同一個腦袋死記硬背)。他需要的,是一位能從根本上改變其「思維模式」的**世外高人**——量子計算。 量子計算不依賴傳統的「0或1」二元邏輯,而是利用「疊加態」與「纏結」,可以同時探索指數級增長的可能性空間。它擅長的,恰恰是當前AI最無能為力的領域:**精確模擬分子與材料、解決組合爆炸的優化問題、處理高維度複雜系統**。當量子計算這位高人「面世」,他將點化AI,使其: - **將知識
TSLL
05-11 23:04
USDirexion Daily TSLA Bull 2X Shares
SidePrice | FilledRealized P&L
Sell
Close
15.32
500
+2.44%
Closed
Direxion Daily TSLA Bull 2X Shares
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 從「高材生」到「智者」:AI、量子計算與未來投資的必然之路 今天的AI,無疑是人類科技史上最耀眼的天才。它像一位飽讀詩書的高材生,遍覽人類古今所有文獻、代碼與知識,能以秒為單位撰寫論文、生成圖像、分析數據。然...
Comment
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2.37K
Hot
Barcode
·
05-12
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $Micron Technology(MU)$  💥🧠🚀 Mega-cap AI momentum is evolving into a full-scale options arms race 🚀🧠💥 NVIDIA Corporation ($NVDA) pushed into fresh all-time high territory today with more than $61.9M in single-leg call buying slicing through the tape. This is no longer passive hedging or short-term speculation. Institutional capital is aggressively bidding for upside exposure as accelerated compute demand, sovereign AI initiatives, and hyperscaler capex continue compounding at industrial scale. The market is increasingly pricing in a future where AI infrastructure becomes as mission-critical as cloud computing
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Micron Technology(MU)$ 💥🧠🚀 Mega-cap AI momentum is evolving into a full-scale options arms race 🚀🧠💥 NVIDIA Cor...
TOPJudyFrederick: The flow is insane lol but if supply stays tight, isn’t memory the sneaky bottleneck here?
10
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2.15K
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koolgal
·
05-12
The KOSPI 10,000 Coronation: Why Korea Is The New Silicon Frontier.  2 Top Korea ETFs To Consider - EWY and FLKR  🌟🌟🌟The financial world is abuzz and currently fixated on a bold new horizon: KOSPI 10,000.  On May 11 2026, JPMorgan raised its bull case target for South Korea's main index, citing a structural boom in memory cycle and a national governance "Value Up" program that is finally unlocking the true worth of the Korean chaebols.   This isn't just a rally.  It is a tectonic shift in how global capital views South Korea. The Korean Titans: SK Hynix vs Samsung  While the index is the vehicle, SK Hynix and Samsung are the twin engines.  However they offer 2 very different rides: SK Hynix: The AI Pure Play.  SK Hynix is currently the undispute
The KOSPI 10,000 Coronation: Why Korea Is The New Silicon Frontier. 2 Top Korea ETFs To Consider - EWY and FLKR 🌟🌟🌟The financial world is abuzz and...
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Shernice軒嬣 2000 @Shyon @JC888 @Barcode
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1.05K
General
koolgal
·
05-12
🌟🌟If you feel the high returns of Korean ETF like $iShares MSCI South Korea ETF(EWY)$ are not enough, then $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ and $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ is like strapping yourself to a rocket with a daily 2x return.  It is exhilarating, terrifying and strictly for those who can handle the G-force of the AI supercycle. These are not investments for the faint hearted.  They are tactical lightning rods for
🌟🌟If you feel the high returns of Korean ETF like $iShares MSCI South Korea ETF(EWY)$ are not enough, then $CSOP SK Hynix Daily (2x) Leveraged Prod...
TOPpixelo: Daily 2x on HBM is wild lol who actually holds this overnight
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1.26K
General
koolgal
·
05-12
🌟🌟🌟 $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ captures the momentum of Samsung, which recently reached USD 1 trillion in market cap.  While Samsung was slower to the HBM party, its massive entry into HBM4 for NVIDIA has turn this 2x leveraged product into a freight train. Performance: 7747.HK recently recorded a 25% daily surge.  It also has a high expense ratio of 1.6%. This product is not suitable to buy and hold long term.  Due to volatility drag, holding it even during a sideways market can result in losses even if the stock price does not change. A 10% drop in the underlying stock means a 20% wipeout.  It is impor
🌟🌟🌟 $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ captures the momentum of Samsung, which recently reached USD 1 trillion in marke...
TOPzubee: 25% day is crazy, but that 1.6% fee stings. You only trade this on clean momentum right?
7
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6.27K
Hot
koolgal
·
05-12
🌟🌟🌟For years $MEITU(01357)$ was just a beauty app in everyone's pocket.  It was a tool for the casual selfie.  But now, Meitu is evolving into a high octane AI productivity engine and the market is finally waking up to the transformation. Meitu has recently soared over 30% in just 1 week.  While Big Tech builds the massive LLMs, Meitu owns the highly specialised last mile enhancements for visual content.  This is where the actual money is made. Meitu has hit a record 17.9 million paying subscribers and its AI Annual Recurring Revenue or ARR is growing at 56%.  You are not buying a beauty app anymore.  You are buying a profitable AI agent powerhouse. @Tiger_comment
🌟🌟🌟For years $MEITU(01357)$ was just a beauty app in everyone's pocket. It was a tool for the casual selfie. But now, Meitu is evolving into a high...
TOPwindy00: 17.9M subs is crazy, AI edit tools really printing now. Anyone still think it’s just a selfie app?
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1.77K
General
koolgal
·
05-12
🌟🌟🌟Investors are aggressively buying calls because they finally see the path for $Apple(AAPL)$ iPhone and $Qualcomm(QCOM)$ Snapdragon chip to become the ultimate AI agents. With Apple Intelligence rolling out, the market is betting on a super cycle of upgrades. Qualcomm is no longer just a modem company.  It is the power behind the AI PC and high end Android phones.  The heavy call buying signals a belief that Qualcomm will capture the high margin on device AI market that the market had previously undervalued.  Exciting times are ahead for Apple and Qualcomm. @Tiger_comments @Tiger

【🎁期權掘金】蘋果看漲最高飆漲900%,高通期權看量飆漲,美股牛市之下點佈局期權?

@期權叻叻虎
小虎們,近期美股納指與標普不斷創出新高,半導體概念股通信股等紛紛狂飆不停![Cool] 而 $蘋果(AAPL)$ 盤中創新高,看漲期權佔比衝向80%;最高飆漲900%, $高通(QCOM)$ 期權爆量看漲佔比75%![Call] 那麼在當前的美股牛市之下我們應該如何佈局期權呢?[YoYo] 大摩重磅展望:2026年是「風險重啓之年」,美股盈利走強+AI投資週期共振,標普500或升至7800點! 上週,美股市場在經歷一個多月的強勁上漲後出現短暫回調,但多頭情緒依然高漲。 $蘋果(AAPL)$ 股價盤中創下歷史新高,看漲期權佔比高達78.9%,一張看漲期權一度飆漲900%; $高通(QCOM)$ 受業績和AI手機處理器合作消息刺激,期權成交量環比暴增1.33倍,較90日均量放大7.21倍,看漲期權佔比75%。 在這樣一個幾乎「全民看多」的牛市環境中,個人投資者應該如何理性運用量期權工具?是追隨狂熱的末日期權賭方向,還是採用更穩健的策略在牛市中增強收益、控制風險?期權虎在本文將為你一一拆解。 01 大市脈絡:新高之後的短暫回調,VIX期權透露避險信號 截至5月8日(上週四)收盤,美股三大指數高開低走,主要受累於前期強勢板塊的調整及地緣政治緊張局勢的加劇: $道瓊斯(.DJI)$ 跌0.63%,報49596.97點
【🎁期權掘金】蘋果看漲最高飆漲900%,高通期權看量飆漲,美股牛市之下點佈局期權?
🌟🌟🌟Investors are aggressively buying calls because they finally see the path for $Apple(AAPL)$ iPhone and $Qualcomm(QCOM)$ Snapdragon chip to becom...
TOPfrostiix: Seeing this in stores too, upgrade talk feels real. Anyone else watching Qualcomm margins?
5
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1.01K
Selection
nerdbull1669
·
05-12

A Potential Bull Put Spread To Capture Circle (CRCL) Long-Term?

$Circle Internet Corp.(CRCL)$’s Q1 2026 earnings beat and the legislative progress of the Clarity Act have significantly shifted the momentum for CRCL. The stock's recent 12% jump reflects a relief rally as the "worst-case scenario" for stablecoin rewards appears to have been avoided. But after hours on Monday (11 May) saw Circle losing more than 2%, so would you still believe that Circle could still make an upside run with the CLARITY ACT coming and also its Q1 beat recently. Here is a breakdown of what to watch for in Circle and the broader crypto equity market. Circle (CRCL) Q1 2026: The Highlights Circle’s earnings were a "mixed beat" that favored profitability over top-line growth: Earnings Win: EPS of $0.21 beat the $0.18 estimate by ~17%. R
A Potential Bull Put Spread To Capture Circle (CRCL) Long-Term?
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695
General
Sporeshare
·
05-12
$UMS(558.SI)$    Ums- Net ROFIT LEAPS 43% TO S$14 MILLION ON A 20% RISE IN REVENUE OF S$69.4 MILLION. Interim dividend of 1 cents. I think good sets of financial numbers! Will the price react positively tomorrow! Pls dyodd. The Group’s bottom line surged in the first quarter of 2026 despite a dip in its gross material margin from 56% in 1QFY2025 to 53% in 1QFY2026, caused mainly by the lower USD/SGD exchange rate during the period under review. The Group's net attributable profit leapt 43% to S$14.0 million from S$9.8 million in 1QFY2025. Net profit also climbed 40% to S$14.2 million from S$10.1 million while pre-tax profit advanced 38% to S$15.7 million from S$11.4 million during the same period. Higher sales and a foreign exchange ga
$UMS(558.SI)$ Ums- Net ROFIT LEAPS 43% TO S$14 MILLION ON A 20% RISE IN REVENUE OF S$69.4 MILLION. Interim dividend of 1 cents. I think good sets o...
TOPFranklinMorley: Numbers look solid, that 1 cent dividend is nice too. Think market finally wakes up tomorrow?
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1.05K
General
Sporeshare
·
05-12
$Sembcorp Ind(U96.SI)$    Sembcorp Ind - After XD, price continues to trend lower, likely to go down to test 6.00 and below. Next, she may go down to test 5.87 than 5.80.Pls dyodd. Sembcorp Ind - Chart wise, looks like the simple moving average indicator has started to turning down, doesnt look good! She may go down to test 6.32. If unable to hold , she may go further downward to test 6.00 and below. XD 6th May 16 cents dividend. Do take note! Pls dyodd. 
$Sembcorp Ind(U96.SI)$ Sembcorp Ind - After XD, price continues to trend lower, likely to go down to test 6.00 and below. Next, she may go down to ...
TOPYNWIM: XD is still so weak after I think it was not so miserable after the ex-dividend that year 6 pieces will really break
2
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1.23K
Selection
orsiri
·
05-12

The Ad Empire Hiding Behind Your Parcel

For years, investors treated Amazon as a retailer with a cloud side hustle. Then they treated it as a cloud titan carrying an unruly retail operation on its back like an exhausted pack mule. I increasingly think both views miss what Amazon has become: an advertising machine disguised as civilisation’s most convenient delivery network. That distinction matters because markets often misprice companies during identity changes. Amazon’s business model has evolved faster than the valuation framework investors use to analyse it. Wall Street still debates retail margins and AWS growth rates while a higher-margin engine hums beneath the floorboards, subsidising nearly the entire empire. Advertising is no longer an accessory business for Amazon. It is becoming the economic glue holding the ecosyste
The Ad Empire Hiding Behind Your Parcel
TOPcozyzi: As if the box wasn’t enough, now the ad machine pays for the whole route lol anyone still valuing Amazon like just parcels?
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Pinkspider
·
05-12
$TSLA Above $500 Could Trigger One of the Most Violent Mega Cap Breakouts of the Year Tesla has been consolidating since 2022 and hasn’t seen a break of ATHs with momentum since. When $TSLA breaks above 500 this time around it will move to 700 within a couple of weeks. The $400 break last week sent $TSLA flying towards 430, and the break and retest of 430 today sent it right to $450. Get thru 451 and a test 500 can come next. Linked an upcoming meeting between Elon Musk, President Trump and President Jinping, and a massive rally after months of consolidation, a $500 test is likely in the coming weeks The Trade Idea 📈 $TSLA above 451 Swing: TSLA 6/18 550C Day Trade: TSLA 5/15 460C When a stock consolidates for as long as Tesla has the move that comes after tend to be extremely aggressive
$TSLA Above $500 Could Trigger One of the Most Violent Mega Cap Breakouts of the Year Tesla has been consolidating since 2022 and hasn’t seen a bre...
TOPBlithePullan: 500 breaks and it goes that crazy fr? I sold too early once on Tesla lol
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294
General
Pinkspider
·
05-12

TESLA

$TSLA Above $500 Could Trigger One of the Most Violent Mega Cap Breakouts of the Year Tesla has been consolidating since 2022 and hasn’t seen a break of ATHs with momentum since. When $TSLA breaks above 500 this time around it will move to 700 within a couple of weeks. The $400 break last week sent $TSLA flying towards 430, and the break and retest of 430 today sent it right to $450. Get thru 451 and a test 500 can come next. Linked an upcoming meeting between Elon Musk, President Trump and President Jinping, and a massive rally after months of consolidation, a $500 test is likely in the coming weeks The Trade Idea 📈 $TSLA above 451 Swing: TSLA 6/18 550C Day Trade: TSLA 5/15 460C When a stock consolidates for as long as Tesla has the move that comes after tend to be extremely aggressive
TESLA
TOPMoiraHorace: 450 to 500 that fast is wild lol, if 451 sticks do you think the move squeezes harder than last week?
1
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2.82K
General
Shyon
·
05-12
My stock in focus today will be $Quantum Computing Inc.(QUBT)$ after the company surged following its latest earnings release. The biggest surprise came from its Q1 FY2026 results, where adjusted EPS loss narrowed to -$0.02, beating expectations -$0.05, while revenue climbed to $3.69 mil, far above consensus & up over 9,300% y-o-y. In addition, the growth was not driven purely by hype, but by rising demand for its photonics products alongside strategic acquisitions such as Luminar Semiconductor & NuCrypt. These acquisitions appear to be strengthening QUBT’s manufacturing capabilities & accelerating its quantum & photonics roadmap. Quantum-related names have been regaining momentum recently & QUBT’s strong revenue acceleration
My stock in focus today will be $Quantum Computing Inc.(QUBT)$ after the company surged following its latest earnings release. The biggest surprise...
TOPMoiraHorace: That 9300% rev jump is crazy lol, but is this finally real demand not just quantum hype?
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28.02K
General
Macquarie Warrants Singapore
·
05-12

Alibaba - new put warrant available ahead of tomorrow's result announcement

Yesterday, Chinese internet giants saw a sell-off after Bloomberg reported that some analysts are expecting mixed earnings due to steady sales growth, higher AI spend, investment gains and margin pressures $BABA-W(09988)$ , due to report tomorrow night, closed 3.7% lower at HKD 133.90 yesterday Yesterday's drop, combined with that on Friday's, erased half of Alibaba's month-to-date (MTD) gains of 11.8% Trending Alibaba call warrant $Alibaba MB eCW261005(NNTW.SI)$ (https://warrants.com.sg/tools/HistoricalPerformance/NNTW) is up 32.3% to SGD 0.041 this month, given Alibaba's +6.3% MTD climb This morning's newly listed Alibaba put $Alibaba MB ePW261005(JCJW.SI)$<
Alibaba - new put warrant available ahead of tomorrow's result announcement
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1.46K
General
mster
·
05-12
Keeping a close eye on Alibaba (BABA) right now as we approach its Q4 and full-year fiscal 2026 results before the market opens tomorrow, May 13. Looking at the daily chart for the US ticker, there is a compelling Cup and Handle pattern forming that suggests the bulls might be ready for a breakout. The technical setup looks ripe for a potential gap up, especially if the earnings release provides the right spark to clear the overhead resistance we have been testing lately. Market expectations are a bit of a mixed bag, which often sets the stage for a surprise move. Analysts are looking for revenue to land around $35.23 billion—a healthy 8% year-over-year increase—driven largely by the continued acceleration of the Cloud Intelligence Group, which has seen growth climb toward 36% recently. On
Keeping a close eye on Alibaba (BABA) right now as we approach its Q4 and full-year fiscal 2026 results before the market opens tomorrow, May 13. L...
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1.95K
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Tiger_Earnings
·
05-12

NVIDIA Earnings: Goldman Is 34% Above Street — Is $219 a New Base or a Crowded Entry?

$NVIDIA(NVDA)$ has been setting new highs preearnings. Goldman's buy call. Goldman expects a "beat-and-raise" quarter but explicitly flags: the bar for outperformance is very high after positive supply chain signals from TSMC and SK Hynix have already elevated consensus. Q2 Preview: GS estimates revenue $87.7B (vs Street $85.1B, +3%), Data Center $82.1B (+4%). Two Signals the Market Hasn't Fully Priced ① $1 Trillion Data Center Revenue Visibility Blackwell + Rubin platform revenue runway. Goldman raised FY27/28 EPS to $9.35 / $14.80 — 14% / 34% above Street. FY29 EPS: $18.75, +42% above consensus. This isn't a small revision — it's a systematic repricing of NVIDIA's long-term earnings power. ② Agentic AI Creates a New CPU Demand Curve NVIDIA's CPU
NVIDIA Earnings: Goldman Is 34% Above Street — Is $219 a New Base or a Crowded Entry?
TOPShyon: I’m still bullish into $NVIDIA(NVDA)$ earnings because the story now goes beyond GPUs. I think NVDA is becoming the core infrastructure layer for the AI economy. If Goldman’s $1T data center revenue thesis plays out, today’s valuation may still look reasonable despite the huge rally. What interests me most is the Agentic AI angle and NVIDIA entering the CPU market. I see it as ecosystem expansion rather than a distraction. If AI agents drive massive inference and scheduling workloads, CPUs become strategically important too. That could pressure AMD and Intel while strengthening NVIDIA’s moat with Blackwell and Rubin. That said, I still expect volatility after earnings because expectations are extremely high. Even strong beat-and-raise quarters can trigger “sell the news” reactions. For me, the key is whether management continues raising long-term AI demand visibility from hyperscalers, sovereign AI, OpenAI, and Anthropic. @Tiger_Earnings @TigerStars @Tiger_comments @TigerClub
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Tiger_Earnings
·
05-12

Circle Surged +16% as Agent Stack Embeds USDC into AI Payment! Citi Targets $243

$Circle Internet Corp.(CRCL)$ closed +15.9% at $131.76 (from $113.67), then held gains post-market at $131.20 (-0.43%). Revenue missed slightly on the top line, but RLDC and EBITDA both beat meaningfully — and the "Circle Agent Stack" launch gave the market a new narrative to price. Citi maintains Buy/High Risk, PT $243, implying +85% upside from here. Revenue missed, but it didn't matter — the real profit engine (RLDC) beat, and channel costs are compressing faster than expected: Distribution & Transaction Costs came in $405.4M vs Citi's estimate of -8.3%. Reserve Net Margin: 38% vs the 35% expected, +300bps. What Is Circle Agent Stack and Why Did the Market React? This is the most underappreciated signal in the report. Circle launched Circle
Circle Surged +16% as Agent Stack Embeds USDC into AI Payment! Citi Targets $243
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000
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Trend_Radar
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05-12

$P Soars 11.75% as Bullish Breakout Gains Momentum

$Everpure(P)$ $Everpure (P) Soars +11.75%: Bullish Momentum Ignites, Eyeing $93+ Breakout 🚀 📈 Latest Close Data Closed at $87.34 (ET May 12, 2026), surging +11.75% on the day. Now just ~13.2% away from its 52-week high of $100.59. 🔥 Core Market Drivers Strong Sector & Peer Momentum: Consistent pre-market and after-hours gains (e.g., +8.8% on May 11) signal robust institutional and retail interest, potentially fueled by positive sentiment in the broader computer hardware/storage sector (e.g., Western Digital, Seagate gains). Technical Breakout Confirmation: The significant price jump, coupled with high volume, confirms a decisive break above previous resistance levels, indicating a strong shift in market psychology. 📊 Technical Analysis Volume: Ex
$P Soars 11.75% as Bullish Breakout Gains Momentum
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