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05-13
💵Earnings, macro, or momentum — what’s moving your trades?
👉 Want to catch today’s live session? Click here to reserve your spot now!Alibaba FY2026Q4 and Full Year Earnings Conference CallTencent 2026Q1 Earnings Conference CallEyes on the prize—what’s your next move? 🧠📍Markets giving you signals or noise today?💥 Let’s compare notes and sharpen our edge.Today’s Highlights in Markets：Big news, big impact.More NewsWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering f
TOPShyon: My stock in focus today is $Ambiq Micro(AMBQ)$ after the company posted strong Q1 results driven by rising edge AI demand. Revenue surged 59% YoY to $25.1M, beating expectations, while losses also came in better than forecast. The stock jumped 45% despite a broad selloff across semiconductor names. What stands out is the rapid adoption of edge AI, with over 80% of Ambiq’s shipped units now running AI algorithms. Its ultra-low-power chips are being used in smartwatches, industrial sensors, smart-home devices, and other connected products, positioning the company well for the next wave of AI growth. Management also guided Q2 revenue above Wall Street estimates, showing momentum remains strong. While profitability is still some distance away, investors appear focused on Ambiq’s fast growth and growing role in the edge AI ecosystem. @TigerStars @Tiger_comments @TigerClub
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05-13
Can Applied Materials (AMAT) Earnings Show That AI Momentum Still In Play?
$Applied Materials(AMAT)$ is scheduled to report its fiscal Q2 2026 results on Thursday, May 14, 2026, after the market close. As a leading provider of semiconductor manufacturing equipment, AMAT is currently a "bellwether" for the industry, specifically regarding AI infrastructure and advanced packaging. Here is an analysis of what to expect and how to look for short-term opportunities. Q2 2026 Expectations (Consensus Estimates) Revenue: ~$7.68 – $7.83 billion (vs. $7.01B in Q1). Adjusted EPS: ~$2.66 – $2.68 (vs. $2.38 in Q1). Based on Tipranks.com, the consensus EPS forecast is estimated to be $2.68. Gross Margin: Expected to land near 49.3%. Applied Materials (AMAT) delivered a strong performance in fiscal Q1 2026 (ended January), beating Wall
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05-13
Coin Toss? Hardly
The Stablecoin, the Chain, and the Protocol Most investors still analyse Coinbase as though it lives and dies by whether Bitcoin is having a good hair day. That framing increasingly looks outdated. In 2026, Coinbase resembles less of a crypto casino and more of a digital toll road operator quietly building the financial plumbing for autonomous commerce. That distinction matters enormously. The market remains obsessed with Coinbase's trading revenue volatility, its lofty valuation multiples, and its tendency to behave like a caffeinated semiconductor stock whenever crypto sentiment swings. Yet beneath the noise, something far more interesting is happening: Coinbase is assembling an integrated stack around stablecoins, settlement infrastructure, and programmable payments that no other listed
TOPUSDC plus Base is the moat fr. Market still sleeping on that stack, anyone else holding through the noise?
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05-12
🚨 $FLNC Could Become The “Power Infrastructure” Trade Behind The AI Boom
Everyone is chasing AI chips. Almost nobody is paying attention to the thing AI desperately needs to survive: ⚡ POWER. And that’s where $Fluence Energy, Inc.(FLNC)$ starts getting VERY interesting. $FLNC isn’t some random battery startup. It’s a Siemens/AES grid-storage platform with: 🏭 AES-heavy management ⚙️ Siemens industrial operating DNA 🔌 Deep utility relationships 🏗 Proven grid-scale execution 🇺🇸 Domestic-content storage systems 💰 Strong bankability for large infrastructure projects Now add the potentially explosive AI/data-center power narrative on top. AI data centers are becoming absolute power monsters. Hyperscalers can’t just keep stacking GPUs forever without solving: 🔋 Grid instability 🔋 Peak power demand 🔋 Backup resilie
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05-13
$40 Million Large Order Bets on Near-Term Semi Pullback
SOXL Why near-term? Because this pullback appears carefully orchestrated. On Tuesday, a large bearish order hit the triple-long semiconductor ETF: $SOXL 20260612 170.0 PUT$ — 17,000 contracts, over $40 million in premium. You can gauge conviction by the notional. At $40M+, this isn't a lottery ticket — it's a serious short. Large orders in leveraged ETFs are rare — they decay over time and don't behave well in slow grinding moves. When they show up, it signals an explosive move either way. Expiration is June 12, roughly 30 days out, implying a short, sharp correction — could last a week, maybe two. These trades tend to take profits quickly. So watch the 170 put
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05-12
Find the Next SanDisk! SpaceX IPO Sprinting, Are Space Stocks the Chosen One?
SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: $Rocket Lab USA, Inc.(RKLB)$ soared, $AST SpaceMobile, Inc.(ASTS)$ plummeted 1. $Rocket Lab USA, Inc.(RKLB)$ — +11.3% "Fundamental reversal confirmed." Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,
TOPRevenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY, the core engine contributing to the beat. Q2 guidance midpoint $232.5M, exceeding Street estimates by approximately +16%. Neutron maiden flight maintains the 4Q26 schedule. Goldman Sachs maintains Neutral, price target $73 → $76, but the current $117 is 54% higher than the target—whether the valuation is reasonable is the biggest disagreement this quarter.
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05-12
🎁 What the Tigers Say | Lumentum Joins Nasdaq 100! Buy the Passive Inflow or Take Profits?
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋Here's the move driving this week's tape: Lumentum surged 16.5% on May 8th, with the primary catalyst being its official inclusion in the $纳指100ETF(QQQ)$ index, as passive tracking purchases from index funds and ETFs concentrated on the rebalancing date.The photonics sector has seen valuation re-rating driven by AI data center optical interconnect demand, and index inclusion further amplified institutional inflow scale. Once the rebalancing is complete, passive buying might gradually fade, making fundamental self-sufficiency the core question for the stock. Is $Lumentum Holdings Inc.(LITE)$ still worth holding after the index inclusion effect is absorbed?That
TOPGreat observation! Very insightful, a hot topic indeed
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05-12
Institutional Signal: Why Smart Money is Quietly Loading Up on These Stocks 🎯
Executive Summary 📑Legal insider trading—specifically Form 4 filings—remains one of the most underrated sources of "Alpha" in the U.S. market. While retail sentiment often follows lagging indicators, the "Smart Money" (CEOs, Directors, and 10% Owners) is currently showing high-conviction accumulation. This report breaks down the mechanics of insider signals and analyzes the top high-conviction moves from the past five sessions.I. The Fundamental Thesis: "One Reason to Buy" 💡Legendary investor Peter Lynch famously noted:"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise."Selling can be triggered by taxes, diversification, or personal expenses. However, a voluntary open-market purchase is a high-conviction signal. Acade
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05-12
SIA Earnings Preview: Is Middle-East Demand Strong Enough to Offset $100 Oil?
$SIA(C6L.SI)$ at S$6.30 (+0.64%) today. Full-year results drop Thursday, May 14. The setup is unusually clean: the same Middle East conflict that's driving safe-haven wealth flows into Singapore is also pushing Brent crude above US$120/barrel — SIA's biggest cost and biggest tailwind are both being powered by the same geopolitical event, in opposite directions. Keypoints to watch for earnings 1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the h
TOP@rL @GoodLife99 @Universe宇宙 @nomadic_m @SPACE ROCKET @Shyon @koolgal @LMSunshine @Aqa @HelenJanet With oil moving from US$100 to US$120, can rising Middle East demand offset the impact? Do you think FY net profit is up or down YoY? Is the Air India stake a long-term strategic asset or a balance sheet drag — and how are you pricing it? Leave your comments to win tiger coins~
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05-12
PLTR's Q1 Earnings beat, yet still Falling. Why?
On ‘04 May 2026, $Palantir Technologies Inc.(PLTR)$ handed in its Q1 2026 quarterly earnings report. The financial results were actually very strong. Yet, last week still saw PLTR falling by more than -6.50%. (see below) Are there hindering factors ? Let’s investigate. Q1 2026 Earnings. Below is PLTR’s 2026 first quarter earnings versus estimates collated by LSEG: Earnings per share (adjusted): came in at $0.33 vs analysts’ estimates of $0.28 vs Q1 2025’s $0.13; that’s a +153.85% YoY gain. Revenue: came in at $1.63 billion vs Wall Street consensus of $1.54 billion vs Q1 2025’s $0.884 billion; that’s a +85% YoY growth. Net Income (GAAP): came in at $870 million vs Q1 2025’s $214 million; that’s a +306.73% YoY increase. Operating Income: was $754 mi
TOPStill bullish on this stock despite the recent bearish move. Waiting for reversal signal to enter a position. Basically a software version of LMT.
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05-12
$V Holds Strong Above $323 as Bulls Target $327 Breakout
$Visa(V)$ $Visa Inc.(V) Gains +1.59%: Financial Titan Holds $323.86, Eyes $326 Resistance 🚀 📈 Latest Close Data Visa closed at $323.86 on May 12, 2026, up +1.59% (+$5.07). The stock remains ~13.8% below its 52-week high of $375.51. 💡 Core Market Drivers Strong, consistent institutional buying interest is evident from recent capital flow data. 📊 The stock continues to trade with low volatility, reflecting its defensive, blue-chip status in the payments sector. 🛡️ 🔬 Technical Analysis Volume: Daily volume of 9.59M shares shows healthy participation, supporting the uptrend. 📊 MACD: Latest reading is 0.47, indicating a positive but decelerating momentum. The DIF (3.54) remains above DEA (3.30), confirming the bullish bias. ↗️ RSI (6, 12, 24): Readings ar
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05-12
$DDD Builds Breakout Momentum Above Key $2.50 Pivot
$3D Systems(DDD)$ $3D Systems Corp(DDD) Edges Up +1.62%: Consolidation Above Key Pivot, Awaiting Clear Breakout 🏗️📈 Latest Close Data 📊 Closed at $2.51 (ET, 2026-05-12), up +1.62% from the previous close. The stock remains ~34% below its 52-week high of $3.80. Core Market Drivers 🚀 Sector Momentum: Broader industrials and additive manufacturing themes are seeing renewed interest, providing a supportive backdrop. Institutional Activity: Major holders like Vanguard increased their position slightly, signaling a degree of confidence. Technical Recovery: The stock is attempting to stabilize after a period of consolidation. Technical Analysis 📈 Volume: Trading volume of 5.04M shares was healthy, with a Volume Ratio of 1.81, indicating active participati
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05-12
$GILD Rebounds After Strong Q1 Earnings, Bulls Eye $158 Target
$Gilead Sciences(GILD)$ $Gilead Sciences (GILD) Gains +1.67%: Biotech Giant Bounces on Strong Q1, Eyes $158 Target 🧬📈 Latest Close Data 🔵 Closed at $133.52 on May 12, 2026, up +1.67% (+$2.19). Still trading ~15.1% below its 52-week high of $157.29. Core Market Drivers 💡 Technical Analysis 📊 Volume: Daily volume of 5.385M shares was below average (Volume Ratio 0.72), suggesting the rally was not driven by intense buying pressure. RSI (6, 12, 24): Short-term RSI(6) at 52.52 is neutral, rebounding from oversold levels (<30) earlier in the week. The medium-term RSI(12) at 47.85 also indicates a move away from bearish territory. MACD: The latest DIF (-1.59) remains below the DEA (-2.06), but the MACD histogram has turned positive (0.94), signaling a
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05-12
$CVX Bulls Defend $184 Support While Targeting Next Breakout Zone 🚀
$Chevron(CVX)$ $Chevron Corp. (CVX) Rallies +1.72%: Energy Giant Tests Resistance on Rising Volume, Eyeing $185+ 📈 Latest Close (May 12, 2026): Closed at $184.74, up +1.72% ($3.12). The stock is trading ~14% below its 52-week high of $214.71. 🔥 Core Market Drivers: The rally is supported by firming oil prices amid geopolitical tensions. Recent analysis suggests major energy firms like Chevron have significantly stronger free cash flow and profitability per barrel compared to historical levels, providing fundamental support despite recent sector pullbacks. 📊 Technical Analysis: Volume was solid at 12.04M shares (Volume Ratio: 1.20), indicating conviction behind the move. The daily RSI(6) has jumped to 42.13, emerging from oversold territory (<30)
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05-12
$NVDA Surges Past $219, Bulls Eye $265 Analyst Target
$NVIDIA(NVDA)$ NVIDIA (NVDA) Soars to Record High $219.44: AI Momentum Powers Breakout, Eyes $265 Target 🚀 📈 Latest Close Data Closed at a new all-time high of $219.44 (+1.97% | +$4.24) on May 12, 2026. The stock is trading at its 52-week high of $222.30. 💡 Core Market Drivers Sector-Wide AI Surge: The entire semiconductor sector, led by the Philadelphia Semiconductor Index, is rallying, with peers like AMD and Intel also hitting record highs. 📊 AI Leadership & Demand: Continued strong demand for Nvidia's AI/data center chips remains the core driver, with no signs of slowing down. 🧠 🔬 Technical Analysis Volume: High trading volume (~161M shares) and a Volume Ratio of 1.10 confirm strong institutional participation in the breakout. 💪 MACD: The
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05-12
$CSCO Pushes Toward $100 as AI Networking Optimism Builds 🔥
$Cisco(CSCO)$ $Cisco Systems, Inc.(CSCO) Tests $99 Pivot: AI & Earnings Optimism Fuel Breakout Momentum 📈 Latest Close Data Closed at $98.72 (May 12th, 2026), up +2.23%. The stock is trading just $0.11 below its 52-week high of $98.83, indicating strong bullish pressure. 🚀 Core Market Drivers AI Strategy in Focus: The company showcased its AI solutions for manufacturing at the Beijing Science Expo, highlighting strategic investments in industrial AI. Upcoming Catalyst: Q3 FY2026 earnings are scheduled for May 13th, with market consensus expecting revenue of $155.58B (up 10.5% YoY). Focus is on AI data center network execution. 📊 Technical Analysis Volume & Momentum: Trading volume of 31.85 million shares shows active participation (Volume
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05-12
$CAT Pushes Higher With Bulls Targeting a Break Above $931
$Caterpillar(CAT)$ Caterpillar Inc. (CAT) Nears All-Time High: Up +3.27% Amid AI Infrastructure Boom, Eyeing $930+ Territory 📊 Latest Close Data Price: $926.79 (ET, 2026-05-12) Change: +$29.34 (+3.27%) From 52-Week High: Just $4.56 (0.5%) below the peak of $931.35. 💡 Core Market Drivers Strong Q1 Earnings: Revenue of $17.4B and EPS of $5.54 both beat expectations, driven by a 38% surge in construction equipment sales. AI & Data Center Tailwinds: The company is a key beneficiary of the massive power infrastructure buildout required for AI data centers, boosting demand for its energy and backup power equipment. Upgraded Guidance: Management raised its full-year outlook, reinforcing confidence in sustained growth. 📈 Technical Analysis Volume: Heal
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05-12
$TXN Climbs to 52-Week High With Bulls Eyeing the $300 Breakout
$Texas Instruments(TXN)$ $Texas Instruments (TXN) Rises +3.46%: Hitting New 52-Week High, Momentum Intact 🚀 Latest Close Data Closed at $297.76 on 2026-05-12, up +3.46% (+$9.96). The stock hit a new 52-week high of $298.18, just $0.42 away from the peak. 📈 Core Market Drivers Strong Q1 Earnings: Reported revenue of $4.825B (+19% YoY) and EPS of $1.68, significantly beating expectations, driven by a 90% surge in data center sales. 💪 Sector Momentum: The broader semiconductor sector has seen a "magic week," with TXN rising over 18% in the recent period, benefiting from strong industrial and data center demand. Technical Analysis Volume: Trading volume was 9.35M shares, with a Volume Ratio of 1.20, indicating active participation and confirming the br
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05-12
$XOM Reclaims the $149 Level With Momentum Showing Signs of Recovery
$Exxon Mobil(XOM)$ $Exxon Mobil Corp.(XOM) Rallies +3.53%: Energy Giant Reclaims $149 Level, Momentum Resurgence 🚀 📈 Latest Close Data Close Price: $149.68 (as of 2026-05-12) Change: +$5.11 (+3.53%) Distance to 52-Week High ($176.41): ~15.1% below 💡 Core Market Drivers The stock rebounded strongly from recent lows, driven by a broader stabilization in energy markets. While geopolitical tensions had previously pressured oil prices and the sector, the recent price action suggests a potential oversold bounce. The company's robust free cash flow generation and solid dividend yield (2.70%) continue to provide fundamental support. 📊 Technical Analysis Volume: 14.85M shares traded, with a volume ratio of 0.83, indicating average participation in the rally
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05-12
$INTC Challenges Key Resistance Near $133 Amid Strong Chip Sector Strength
$Intel(INTC)$ $Intel Corp.(INTC) Rebounds +3.62%: Chip Giant Challenges Key Resistance, Eyes $130+ 📈 Latest Close Data Closed at $129.44 on May 12th, up +3.62% ($4.52). The price is just ~2.5% shy of its 52-week high of $132.75. ⚙️ Core Market Drivers The broader semiconductor sector remains buoyant, driven by strong AI and data center chip demand, as evidenced by peers like Qualcomm hitting new highs. Positive momentum continues from recent quarterly results, with the stock showing resilience despite a high forward P/E ratio. Mixed capital flows show significant intraday volatility, indicating a battle between bullish conviction and profit-taking. 📊 Technical Analysis Volume: High volume of 179M shares traded (Volume Ratio: 1.09) confirms the val