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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
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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
TOPFranklinMorley: Numbers look solid, that 1 cent dividend is nice too. Think market finally wakes up tomorrow?
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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.
TOPXD is still so weak after I think it was not so miserable after the ex-dividend that year 6 pieces will really break
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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
TOPAs 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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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
TOP500 breaks and it goes that crazy fr? I sold too early once on Tesla lol
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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
TOP450 to 500 that fast is wild lol, if 451 sticks do you think the move squeezes harder than last week?
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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
TOPThat 9300% rev jump is crazy lol, but is this finally real demand not just quantum hype?
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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 $Alibaba MB ePW261005(JCJW.SI)$<
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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
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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
TOPI’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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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
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000
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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
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05-12
AI Industry: What's the Next Step?
Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ ROBOTICS IS COMING Rocket Lab acquiring Motiv Space Systems brings Mars-proven robotics, precision motion control and hard-to-source spacecraft components in-house. 2 $Hims & Hers Health Inc.(HIMS)$reiterated its 2030 targets with “high conviction” in reaching at least $6.5B of revenue. The long-term guide also calls for at least $1.3B of adjusted EBITDA by 2030. 3 Six months ago, $Micron Technology(MU)$ was a $300B company that many thought was already at peak earnings. This past week, it added another $300B in marke
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05-12
TSLA: The Move That Comes after Tend to be Extremely Aggressive
$Tesla Motors(TSLA)$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 $Tesla Motors(TSLA)$ breaks above 500 this time around it will move to 700 within a couple of weeks. The $400 break last week sent $Tesla Motors(TSLA)$ 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 i
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05-12
Sivers Semiconductors: Asymmetric Photonics Opportunity or Hype?
The more time passes since the AI revolution began, the more winners are emerging. $NVIDIA(NVDA)$ was the big first winner, making hundreds of billions from selling AI GPUs. Lately, the company has been throwing its weight around, investing in its suppliers and technology partners to ensure that the AI industry continues improving. And as we are starting to reach the limits of physics of what electrical signals can achieve, Nvidia has invested billions in the next generation of tech, photonics. Thanks to the company, the global AI industry is currently undergoing a structural transformation that favors speed, energy efficiency, and high-capacity data transmission. At the core of this transformation is the shift from electrical signals to light-bas
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05-12
TRADE PLAN for Tuesday 🔥
$S&P 500(.SPX)$ consolidation day today near 7400. For this week as long as SPX Holds above 7350 i'd stay bullish. SPX is in about an 80 pt range for now. Id treat most trades as quicker day trades until 7440 comes. $Micron Technology(MU)$ Moved up to 818 at the highs but reversed back near 800. If MU can get through 800 and hold.. 900 comes.. MU through 900 will squeeze to 1000. MU May 15 900C can work above 800 as a lotto $Tesla Motors(TSLA)$ through 453 can run to 474 next. TSLA has ran from 383 to 449 in the past 4 trading days. Once TSLA gets through 500 this year.. 700 can come quickly. TSLA May 15 465C is b
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05-12
🌡️What’s your market mood right now?
👉 Want to catch today’s live session? Click here to reserve your spot now!JD.COM 2026Q1 Earnings Conference CallNo slow days in the market. ⚡Some are playing defense, others going all in.👀 Where do you stand today? Show us your game plan.Let’s break it down：These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead o
TOPMy 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 may help reignite bullish sentiment across the sector. With earnings now showing tangible business traction instead of purely speculative potential, this will definitely be one of the most closely watched quantum plays. @TigerStars @TigerClub @Tiger_comments
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05-12
Consumer Confidence, Gas Prices, Jobs, and Euphoric Markets
My wife called this week at an unusual time for her. What could it be? Was she in an accident? Did something happen at work? Are the kids OK? None of the above… It cost $80 to fill the gas tank! That was the emergency. This is a very real problem for the economy and the market. Food and gasoline are the two items we buy that we feel almost vividly. And prices seem to be going up and up. On the jobs front, it isn’t much better. If you’ve known anyone who has had to look for a job recently, you know the job market isn’t great. No wonder consumer confidence is low. But more on that in a moment. The Confusing State of the Market I watch earnings and economic data on a daily basis, and at times, the data and the market seem to move in opposite directions. This is one of those times. Consumer Co
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05-11
WOAH what a weekend. Hope you all had a good one. A few names I’m watching today are $NVDA, $TSM, $QCOM and $COIN. $NVDA / $TSM still look like the core AI leadership names to me, but after such a strong run I’m more focused on whether momentum can stay supported by demand rather than just multiple expansion. $QCOM is one I still think the market may be underestimating. If edge AI, auto and on-device inference keep building, it feels like there could still be room for a rerating. $COIN is more volatile, but if crypto stays strong and stablecoin economics keep improving, I think it stays an important high-beta name to watch. Main question for today: do leaders keep leading, or do we finally get rotation into laggards?
TOPStill feels like leaders lead here, ngl. I’m still holding Nvidia after that run lol, but does Qualcomm finally get its turn?
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05-11
Global Market Outlook | Six Weeks of Gains, $190B in AI CAPEX — What's Pricing the Rally
Issued: May 11, 2026 Period Covered: May 5, 2026 → May 9, 2026 I. Core Market Structure: Three Layers Pricing the Rally $标普500(.SPX)$ $标普500(.SPX)$ has now rallied for six consecutive weeks. Nasdaq at fresh all-time highs. Semiconductors leading Friday's session. Nonfarm payrolls crushed expectations at +115K vs. 55K consensus. All five Mag 7 names beat Q1 estimates. CAPEX guidance raised to $180–190B for 2026. The surface narrative is clean: everything is going up, everything is fine. FlowState Alpha's question is not "how much has it rallied" — it's "what's pricing this rally." Decomposed, the current advance is driven by three stacked layers: Layer 1: The AI CAPEX Arms Race. Mag 7 Q1 results were unifo