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05-20
Walmart (WMT) Operating Expenses Compared To Cost Of Sales To Watch
$Wal-Mart(WMT)$ is scheduled to report its fiscal Q1 2027 earnings on Thursday, May 21, 2026, before the market opens. Heading into this print, the stock has shown notable momentum, up nearly 18% year-to-date and hovering near all-time highs around $134. However, this massive outperformance means expectations are high, and the stock is trading at a premium valuation (mid-40s forward P/E multiple) for a traditional retailer. Consensus Estimates & Key Expectations Revenue: Expected at $174.6 billion, representing roughly a 5.3% to 5.6% increase year-over-year. Adjusted EPS: Anticipated at $0.65 to $0.66 (up ~8% year-over-year). Note that management’s original guidance for the quarter was $0.61 to $0.65. Implied Move: Options markets are pricing i
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05-20
Silicon With Stage Fright
Inference became theatre. Investors arrived before the final act The IPO That Arrived Exactly on Cue Cerebras Systems did not quietly tiptoe onto the public markets. It marched in wearing a brass band, carrying a wafer-sized silicon dinner plate, and demanding Wall Street’s full attention. At one point, investors valued the company at roughly $95 billion following its explosive debut, briefly treating it less like a semiconductor firm and more like the AI equivalent of discovering fire. What fascinates me is not merely the technology. The real story is the timing. Cerebras went public at the precise moment the AI narrative flipped from training models to running them. For the past two years, investors obsessed over who could build the biggest large language model. Now the market cares abou
TOPPandoraHaggai: Inference hype is real, but moats shrink fast. Wafer-scale is cool, who owns inference economics though?
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05-20
Smart Money Moves Q1 2026 13F Tracker (20May2026)
Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa
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05-20
SGX Daily Top Movers (20-5-2026): D05, Z74, O39, U11, BN4, AWX, S63, BS6, 558 & A17U lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $Singtel(Z74.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Keppel(BN4.SI)$ $AEM SGD(AWX.SI)$ $ST Engineering(S63.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $UMS(558.SI)$ $CapLand Ascendas REIT(A17U.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $DBS(D05.SI)$
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05-18
🎁 What the Tigers Say | Cerebras soars 68% on IPO Debut: Is It Worth the Price?
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 The massive move driving this week’s tape belongs to $Cerebras Systems(CBRS)$ which electrified the Street with a blockbuster IPO that surged 68% on its debut to close at $311.07, briefly forcing its fully diluted valuation past the $100 billion milestone before settling near $95 billion. This eye-watering market cap sits in stark contrast to the company's underlying financials, creating a glaring valuation disconnect that begs the core question: Is $CBRS$ still attractive at current levels, or is the AI hype running too hot? As the market digests the initial pop, the community is already fiercely divided, and three Tigers have stepped up to stake out completely different reads on where the tape goe
TOP🌟🌟🌟A Big Thank You @WallStreet_Tiger for featuring my article. Congratulations to @Ben Tiger and @Mrzorro too.😍😍😍
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05-19
$SOXS (Direxion Daily Semiconductor Bear 3X Shares): A Technical & Risk Assessment
Executive Summary $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ has become one of the most dangerous yet most traded instruments in the ETF universe. Down 95.6% over the past 12 months, this 3x inverse leveraged ETF targeting semiconductor stocks has wiped out nearly all shareholder value while paradoxically seeing record trading volume — a clear sign that retail investors continue to treat it as a buy-and-hold vehicle rather than the short-term trading tool it was designed to be. This report provides a full technical breakdown, explains the structural mechanics that make long-term holding catastrophic, and issues explicit risk warnings for any investor considering a position. 1. What SOXS Actually Is Full Name Direxion Daily Semiconductor
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05-20
SPACEX
BREAKING: SpaceX has selected Goldman Sachs to lead its record-setting IPO, per CNBC. Also working on the IPO will be Morgan Stanley, Bank of America, Citigroup, and JPMorgan. SpaceX could publicly disclose its prospectus as soon as Wednesday
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05-19
SpaceX IPO Watch: The $1.75 Trillion Space Giant Enters a Superweek for AI
😀 Hi Tigers, Last week was not a normal market week. Trump’s China visit, $NVIDIA(NVDA)$ ’s AI-driven rally, SpaceX’s reported IPO timeline, Kevin Warsh becoming the next Fed Chair, the CLARITY Act advancing in the Senate, hotter-than-expected PPI data, and China tech earnings all hit the market almost simultaneously. For trading platforms, the impact was immediate. Driven by global headlines and Chinese ADR earnings season, Australia WAU and PV both reached record highs, while average user time stabilized after previous declines and stayed roughly flat week-on-week. One-Sentence Conclusion SpaceX may become the biggest IPO story in history — but this week’s real setup is even bigger: AI momentum, China diplomacy, inflation pressure, crypto regula
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05-19
YXT’s Mayinglong Case Highlights Corporate Learning as an AI Productivity Use Case
As Salesforce approaches AI agents through CRM, ServiceNow through enterprise workflows, and Workday through HCM, Radnova, operated by YXT.com Group Holding Limited (NASDAQ: YXT), is taking a differentiated path. Rather than entering enterprise AI through core enterprise systems, YXT is focusing on enterprise knowledge, organizational training and employee enablement, applying AI to the accumulation of organizational experience, workforce development and business execution capabilities. In the past, the value of corporate learning software was mainly reflected in course delivery, training management and learning data records. In the AI era, however, enterprise customers are changing how they evaluate software value. They are no longer focused only on whether employees have completed traini
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05-19
$MA Reclaims $500 Level, Bulls Eye $520 Next
$MasterCard(MA)$ $Mastercard (MA) Rallies +2.35%: Fintech Giant Breaks Key Resistance, Bullish Momentum Rebuilding 🚀 Latest Close Data 📈 Closed at $505.79 (+$11.59, +2.35%) on 2026-05-19. The stock is now ~16% below its 52-week high of $601.77. Core Market Drivers 🌍 The rebound follows a period of consolidation after the Q1 earnings release in late April, where the company beat EPS estimates ($4.60 vs. $4.41 expected). However, a subsequent report of slowing April cross-border volume growth (9% vs. 12% in March) initially weighed on sentiment. Today's strength suggests the market is looking past near-term volatility. Technical Analysis 🔍 Volume surged to 4.08M shares (Volume Ratio: 1.23), confirming the breakout. The 6-day RSI jumped to 61.56, exiti
TOPdrops back to $490
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05-19
Payment Giant $V Eyes $340-$345 Zone After Strong Breakout
$Visa(V)$ $Visa Inc. (V) Rallies +2.12%: Payment Giant Breaks Resistance, $340 Target in Sight 🚀 Latest Close (2026-05-19): $332.64 (+$6.89, +2.12%). The stock is now ~11.4% below its 52-week high of $375.51. Core Market Drivers: Visa's stock strength is supported by its dominant position in the resilient global payments network. A key near-term driver was the news of its CFO, Chris Suh, executing a planned sale of shares on May 12th, an event that did not disrupt the bullish momentum, indicating strong underlying demand. Technical Analysis: The breakout is backed by solid volume (5.32M shares) and bullish technical signals. The daily RSI(6) at 70.43 shows strong momentum, nearing overbought territory. The MACD histogram turned positive to 0.95, conf
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05-19
$HON Reclaims $217 as Aerospace Spinoff Buzz Fuels Rally 🚀
$Honeywell(HON)$ $Honeywell (HON) Reclaims $217 Level: Aerospace Spinoff Buzz Fuels +1.87% Rebound 🚀 Latest Close Data 📊 Closed at $217.23 (+1.87%, +$3.99) on 2026-05-19. Still ~12.5% below its 52-week high of $248.18. Core Market Drivers 🗞️ The primary catalyst is the ongoing positive sentiment around Honeywell's planned spinoff of its Aerospace division into a separate, publicly traded company, expected in Q3. This strategic move, aimed at unlocking shareholder value, has received public backing from industry peers like Bombardier's CEO. The company also maintains its quarterly dividend at $1.19. Technical Analysis 📈 Volume was robust at 5.85M shares (Volume Ratio: 1.52), indicating strong conviction behind the move. The MACD shows a narrowing ne
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05-19
$BAC Consolidates with Bullish Bias, $55 Target Back in Focus
$Bank of America(BAC)$ $Bank of America (BAC) Gains +1.85%: Momentum Rebuilds Above $50 Key Level 🚀 Latest Close Data Closed at $50.69 on May 19, up +1.85% (+$0.92), now 11.9% below its 52-week high of $57.55. Core Market Drivers Macro sentiment improved as broad market indices stabilized, supporting financials. Recent sector volatility (e.g., -3.04% drop on May 8) created a potential oversold bounce opportunity. Steady institutional holdings (Vanguard, BlackRock, Berkshire) provide underlying stability. Technical Analysis Volume was 33.4M shares (Volume Ratio: 0.93), slightly below average, suggesting cautious accumulation. RSI(6) jumped to 43.93, exiting oversold territory and signaling short-term momentum shift. However, MACD remains negative at
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05-19
Sell in May Back? Walsh Tooks Fed, NVDA Reports Tomorrow: Add or Trim?
Monday: $SanDisk Corp.(SNDK)$ -8%, $NEBIUS(NBIS)$ -11%, $Lumentum(LITE)$ -9.3%, $Corning(GLW)$ -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The "Sell in May" narrative tends to self-fulfill. But in
TOP🌟🌟🌟Sell in May and Go Away? I don't think so. Not when $NVIDIA(NVDA)$ is reporting its latest quarterly report today! The global markets are holding their breath to see if Jensen Huang can single handedly ignite another massive technology supercycle or send everyone running for safety. Adding rocket to the fuel is Kevin Warsh, the new Fed Chair. He takes the wheel at a time where the closure of the Strait of Hormuz has sent energy prices spiralling, resulting in high inflation. Add or Trim NVIDIA? I vote ADD. Why? 3 reasons: Blackwell & Rubin Supercycles. Jensen said that NVIDIA has locked in at least USD 1 Trillion in orders for both chips, through to end of 2027. Big Tech Capex: Hyperscalers are accelerating their AI Capex. NVIDIA is a big beneficiary. CUDA Moat: This platform is the global industry standard that millions of AI developers use to write code. Best way to buy NVDA is through Dollar Cost Averaging. @Tiger_comments @TigerStars @Tiger_SG
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05-19
$CVX Holds Strong Uptrend, $200–$214 Zone Now in Focus
$Chevron(CVX)$ $Chevron (CVX) Rallies +2.63%: Energy Giant Reclaims $196, Eyes $214 Resistance 🚀 Latest Close Data 📊 Closed at $196.12 on 2026-05-19, up +2.63% ($5.02). Now within 8.7% of its 52-week high at $214.71. Core Market Drivers ⚡ Sector-Wide Rebound: Following a broad sell-off in integrated oil stocks, CVX is leading a recovery, capitalizing on stabilized energy market sentiment. Strong Technical Bounce: The stock rebounded sharply from recent lows, supported by positive capital flow data and a significant daily volume of 9.88M shares (Volume Ratio: 1.07). Technical Analysis 📈 Volume & Momentum: High trading volume (9.88M) confirms the breakout move. The 6-day RSI at 77.4 indicates overbought conditions in the short term, suggesting po
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05-19
🎯 $Netflix(NFLX) Options Strategy: Bull Call Spread (Debit Spread)
$Netflix(NFLX)$ - Underlying: NFLX - View: Cautiously optimistic, targeting a rebound to resistance near $93.31. - Strategy Type: Bullish, Debit Spread - Option Contract Portfolio: - Buy 1 NFLX Jun 12, 2026 $90 Call @ ~$1.925 (mid) - Sell 1 NFLX Jun 12, 2026 $93 Call @ ~$0.88 (mid) - Max Gain & Loss: - Max Gain: $3.00 - Net Debit = $3.00 - $1.045 ≈ $1.955 per spread - Max Loss: Net Debit = $1.045 per spread - Initial Cost/Credit: Net Debit of ~$1.045 per spread. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Retu
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05-19
🎯 $Best Buy (BBY) Options Strategy: Bull Call Spread
$Best Buy(BBY)$ - Underlying: BBY - View: Cautiously Optimistic / Short-term oversold bounce. Expecting a move towards the $62.90 resistance, but not a major breakout. - Strategy Type: Debit Spread / Directional Bullish - Option Contract Portfolio: - Buy 1 BBY 29 May 2026 $58.00 Call @ $2.55 (mid-price) - Sell 1 BBY 29 May 2026 $62.00 Call @ $1.11 (mid-price) - Max Gain & Loss: - Max Gain: ($62.00 - $58.00) - Net Debit = $400 - $144 = $256 per spread - Max Loss: Limited to the initial net debit of $144 per spread - Initial Cost/Credit: Net Debit of $1.44 per share ($144 per spread) 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning,
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05-19
🎯 $Adobe Inc.(ADBE) Options Strategy: Bull Put Spread
$Adobe(ADBE)$ - Underlying: ADBE - View: Cautiously optimistic, expecting consolidation with a bullish bias and a test of resistance at $260. The stock is rebounding from oversold levels with strong volume and positive momentum signals (RSI, MACD). However, high implied volatility (IV) suggests elevated option premiums, favoring premium-selling strategies. - Strategy Type: Credit Spread / Volatility Selling - Option Contract Portfolio: - Sell 1 ADBE Put @ $250.00 strike, Expiry: 2026-05-29 - Buy 1 ADBE Put @ $245.00 strike, Expiry: 2026-05-29 - Max Gain & Loss: - Max Gain: Net Credit Received ($5.175 - $3.525 = $1.65 per spread) - Max Loss: Width of Spread ($5.00) - Net Credit ($1.65) = $3.35 per spread - Initial Cost/Credit: N
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05-19
🎯 $Salesforce(CRM) Options Strategy: Bull Call Spread (Debit Spread)
$Salesforce.com(CRM)$ - Underlying: CRM - View: Cautiously Optimistic (Bullish breakout potential towards $185-190 zone, with support at $172.52). - Strategy Type: Debit Spread / Directional Bullish - Option Contract Portfolio: - Buy 1 CRM June 18, 2026 $180 Call @ $8.50 (mid-price) - Sell 1 CRM June 18, 2026 $190 Call @ $4.78 (mid-price) - Max Gain & Loss: - Max Gain: $628 per spread (($10 strike difference - $3.72 net debit) * 100) - Max Loss: $372 per spread (Net Debit Paid) - Initial Cost/Credit: Net Debit of ~$3.72 per share ($372 per spread). 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption thres
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05-19
🎯 $3M (MMM) Options Strategy: Bull Call Spread)
$3M(MMM)$ - Underlying: MMM - View: Cautiously Optimistic (short-term consolidation with a bullish breakout bias towards $155-$165) - Strategy Type: Debit Spread / Directional - Option Contract Portfolio: - Buy 1 MMM 2026-05-29 $150 Call @ $4.125 (Mid) - Sell 1 MMM 2026-05-29 $155 Call @ $1.44 (Mid) - Max Gain & Loss: - Max Gain: $268.50 (Per Spread) - Max Loss: $231.50 (Per Spread) - Initial Cost/Credit: Net Debit of $2.685 ($4.125 - $1.44) 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off