$Texas Instruments(TXN)$ $Texas Instruments (TXN) Rallies +3.78%: Pushes New 52-Week High, Eyes $340 Upside ๐ Latest Close Data ๐ Closed at $306.34 on May 14, 2026 (ET), up +3.78% (+$11.17). This is a new 52-week high, surpassing the previous high of $309.32. Core Market Drivers ๐ก The rally is fueled by a stellar Q1 earnings report, where revenue and EPS significantly beat expectations. Strong demand from the industrial and data center segments, with data center sales surging 90% YoY, is a key catalyst. The broader semiconductor sector remains buoyant. Technical Analysis ๐ Volume was solid at 7.55M shares. Key indicators show strong momentum: RSI(14) at 80.4 indicates overbought conditions, signaling strong buying pressure but also caution. MACD re
๐ Hey Tigers! The F4Q26 earnings report for $Alibaba(BABA)$ is in. Here's what the Tiger Research Team is saying: ๐ Maintain BUY rating ๐ Price Target maintained at $175 ๐ ๐ Latest Price as of May 13th: $144.22 The quarter was strategically encouraging but financially messy โ revenue and profits missed estimates meaningfully, yet AI and cloud commercialization showed acceleration. Here's the breakdown ๐ 1. F4Q26 Financial Check: The Numbers vs. Estimates ๐ Revenue: ๐ Revenue of RMB243.4bn was 4% below Tiger estimates (RMB253.5bn) and 1% below consensus (RMB247.0bn) The miss was partly due to reclassification of certain merchant subsidies from sales & marketing expense to contra-CMR Profitability (the main negative): ๐ Gross profit of RMB84.0bn
$ICE, $FICO, and $ZTS Are the Types of Businesses Long-Term Investors Study Closely
All investors should study Fair Isaac $Fair Isaac(FICO)$ Yes, long-term debt is a high percentage of total assets, but their interest expense is a low percentage of operating profit (meaning debt is affordable). And yes, stock-based compensation is a high percentage of operating cash flow, but their FCF per share CAGR is high and their shares outstanding are dropping quickly (meaning there's still great capital allocation). $Zoetis(ZTS)$ has recently seen its FCF yield jump up. The market is clearly pricing in slower long-term growth and some margin pressure versus its historical premium. Yet the core animal health franchise remains highly resilient, with recurring revenue and durable demand from pet owner
Tencent Holdings Ltd. 1Q26 Digest: Core Cash Engine Remains Strong; AI Story Becomes More Investable
๐ Hey Tigers! The 1Q26 earnings report for Tencent Holdings ( $TENCENT(00700)$ ) is in. Here's what the Tiger Research Team is saying: ๐ Maintain BUY rating ๐ Price Target decreased to HK$690 (was HK$700) ๐ ๐ As of May 13th Price: HK$457.20 The quarter was strategically positive and financially solid โ revenue was slightly light on timing, yet profits beat estimates. More importantly, core businesses remain highly cash generative while AI is moving from a broad strategic narrative into visible product deployment and early monetization. Here's the breakdown ๐ 1. 1Q26 Financial Check: The Numbers vs. Estimates ๐ Revenue: ๐ Revenue of RMB196.5bn was 3% below Tiger estimates (RMB203.2bn) and 1% below consensus (RMB197.6bn) The miss was partly due to
Momentum continues rotating aggressively into AI, EVs, clean energy, and infrastructure plays as several previously flagged setups are now delivering major breakout gains. Stocks like $NVDA, $PLUG, $NIO, and $ENPH are confirming strong bull-cycle behavior, while traders closely watch whether weakened names like $IREN can stabilize or turn into bull traps amid heightened volatility. 1. $NIO Inc.(NIO)$ $NIO is already +50% since we flagged this move and it still looks early. First target is close, but my roadmap has price reaching $11 over the next 12โ24 months. 2. $Plug Power(PLUG)$ $PLUG is already up 100% since we flagged the bull cycle 5 months ago. We are now pushing into my first targetโฆ and I still se
$GOOG Surges Toward All-Time High as AI & Space Hype Accelerates ๐
$Alphabet(GOOG)$ $Alphabet Inc.(GOOG) Soars to $399.04: AI & Space Data Center Hype Fuels Breakout, Eyeing $450 ๐ ๐ Latest Close Data Closed at $399.04 on 2026-05-14, up +3.97% (+$15.22). The price is just $0.89 shy of its 52-week high of $399.93. ๐ก Core Market Drivers AI & Space Synergy: Reports of Alphabet's interest in SpaceX's space data center project have fueled investor excitement, highlighting the convergence of AI infrastructure and space tech. Strong Institutional Sentiment: The stock continues to ride a wave of positive analyst sentiment, with a clear majority recommending "Buy" or "Strong Buy." ๐ Technical Analysis Volume: Daily volume of 18.16M shares shows solid participation in the rally. RSI (12): At 75.4, it's in bullish t
$MU Surges +4.8%: AI Memory Giant Charges Toward All-Time High
$Micron Technology(MU)$ $Micron Technology, Inc. (MU) Rallies +4.83%: AI Memory Leader Tests All-Time High, $820 Resistance in Focus ๐ Latest Close Data: As of May 14, 2026, MU closed at $803.63, surging +4.83% (+$37.05). The stock is now within a whisker of its 52-week high of $818.67. Core Market Drivers: 1) Continued strong demand for high-bandwidth memory (HBM) and DRAM from AI infrastructure. 2) Positive sentiment in the broader semiconductor and storage chip sector, as highlighted by recent industry news. 3) Solid quarterly earnings and forward guidance supporting the bullish narrative. Technical Analysis: The rally was supported by strong volume (54.88M shares, Volume Ratio 0.88). The MACD (DIF: 90.36, DEA: 64.59, MACD: 51.55) remains in a st
$NVIDIA(NVDA)$ exactly same way to what I said! Just buy and hold then sell when it flies to the moon! $Vanguard Growth ETF(VUG)$ look at this etf so perfect! Let's buy it and hold long!
$Advanced Micro Devices(AMD)$ waiting for tonight market open! Let's see what will happen! $Tesla Motors(TSLA)$ same for this another perfect share! It's CEO fly to china and share fly to the moon! Let's fly again!
$F Reclaims Momentum Above Key Resistance, $14 Target Now in Sight ๐ฏ
$Ford(F)$ $Ford Motor Company (F) Surges +13.18%: Energy Storage Pivot Ignites Momentum, Eyeing $14+ Zone ๐ Latest Close Data (May 14th, 2026) Close: $13.57 Change: +$1.58 (+13.18%) Distance to 52-Wk High ($14.79): ~8.2% below ๐ก Core Market Drivers The stock's explosive move is fueled by Wall Street's positive reception to Ford's strategic pivot into stationary energy storage systems using EV battery technology (Ford Energy). This diversifies revenue streams beyond traditional auto manufacturing. Recent capital flow data shows mixed daily activity but a significant volume spike confirms strong institutional interest. ๐ Technical Analysis Volume: Explosive at 216M shares, 4.9x the average volume ratio, confirming breakout conviction. RSI (6): Skyrocke
$ARM Holdings(ARM)$ I started to DCA into ARM because I believe the company sits at the center of the AI and semiconductor ecosystem. Almost every major smartphone chip already runs on ARM architecture, and now the same dominance is expanding into AI servers, edge computing, automotive chips, and data centers. As AI demand keeps accelerating globally, ARM is positioned to benefit from the long-term growth of computing power. What attracted me most is ARM's business model. Unlike chipmakers that need massive factories and inventories, ARM mainly earns through licensing and royalties. That creates a more scalable and asset-light model with strong margins. The more devices and AI chips shipped worldwide, the more ARM potentially earns without car