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1.85K
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koolgal
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05-21
🌟🌟🌟 $Tema Space Innovators ETF(NASA)$ is a great ETF to invest as the global space economy is forecast to nearly triple from USD 630 billion in 2023 to USD 1.79 trillion by 2035. Space is no longer a science fiction but a thriving new economy.   NASA is a new ETF that was just launched on March 30 2026 and already it is up 46% YTD. NASA also includes SpaceX in its holdings through a special purpose vehicle (SPV).  According to fund managers Tema, a space focused ETF without SpaceX would not be complete. NASA also includes $Rocket Lab USA, Inc.(RKLB)$ $Planet  Labs Pbc(PL)$ $Intuitive Machines(LUNR)$

【🎁有獎話題】SpaceX6月12日將上市,招股書有咩看點,邊些概念股抵提早關注?

@虎港通
小虎們, $SpaceX(臨時代碼)(IPO001)$ 將於6月12日上市,而其估值預計將達到史上規模最大的1.75萬億到兩萬億![Cool] 事實上,馬斯克堅定表示,面對市場對高管套現的擔憂,他將一股不賣![666] 那麼SpaceX的招股書有什麼看點,有哪些最核心相關的概念股值得我們提早關注呢?[YoYo] 一、SpaceX招股書五大核心看點(5月20日) SpaceX的招股書不僅是一份財務文件,更是一份揭示其「火星殖民+太空算力」宏圖的戰略藍圖。以下五大看點值得投資者密切關註: 看點一:歷史累計虧損觸目驚心,超過十家頭部科技公司之和 SpaceX的虧損規模在科技IPO歷史上堪稱前所未有。截至去年年末,公司資產負債表顯示累計虧損達370億美元,這一數字不僅超過了滴滴、Uber、Airbnb及Rivian等知名企業上市時累計虧損之和,更超過緊隨其後虧損規模最大的十家科技公司的總和。 如此龐大的虧損積累,折射出SpaceX在24年發展歷程中構建主導性火箭發射能力所需的鉅額資本投入,以及多年來向員工授予的大規模股權激勵。今年早些時候完成的對xAI的收購同樣加劇了這一壓力——xAI去年錄得大額虧損。 圖源:WSJ 看點二:調整後盈利與真實虧損之間存在巨大鴻溝 剝離主要費用項目後,SpaceX去年的財務表現頗為亮眼:調整後息稅折舊攤銷前利潤(EBITDA)達到66億美元。然而按照通用會計準則,公司去年淨虧損為49億美元。 二者之間的差距尤為突出。SpaceX調整項目所剔除的費用總額,是其調整後EBITDA的1.7倍。這一比例高於其他資本密集型企業,包括AI數據中心運營商CoreWeave、衛星互聯網供應商Viasat,乃至馬斯克旗下的另一家上市公司特斯拉。 這種差距源於SpaceX獨特的成本
【🎁有獎話題】SpaceX6月12日將上市,招股書有咩看點,邊些概念股抵提早關注?
🌟🌟🌟 $Tema Space Innovators ETF(NASA)$ is a great ETF to invest as the global space economy is forecast to nearly triple from USD 630 billion in 202...
TOPbumpy: SpaceX that layer of SPV is the key, do you think the rate can withstand
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1.17K
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DoTrading
·
05-21

Stocks Rally… But Nvidia Just Sent Wall Street a Strange Signal

Wednesday looked bullish on the surface. Oil prices fell. Peace talk optimism increased. And Wall Street came roaring back: $Apple(AAPL)$ $Microsoft(MSFT)$ Dow: +645 points (+1.3%) $S&P 500(.SPX)$ +1.1% $NASDAQ(.IXIC)$ : +1.5% Markets loved the headlines: Trump says Iran peace talks are in the final stages. Ships are moving again through the Strait of Hormuz .Oil prices dropped sharply and Risk appetite returned fast. That alone was enough to spark a rally. But the REAL headline came after the bell… $NVIDIA(NVDA)$ did it again. Wall Street expected huge numbers… Nvidia And
Stocks Rally… But Nvidia Just Sent Wall Street a Strange Signal
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23.11K
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SG Visual Research
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05-21

After AJJ 1Q2026: Platform Transformation Enters the Execution Verification Stage

$AJJ Medtech(584.SI)$   【Company Observation】 After AJJ Medtech released its 1Q2026 results, the market has already seen the short-term financial pressure. At this stage, simply repeating single-quarter revenue, gross profit and net loss figures has limited value. What is more worth tracking is whether the company can gradually convert its healthcare technology platform direction into verifiable execution progress. In the past, the market may have viewed AJJ more as a medical consumables and distribution company. However, based on the company’s recent moves, AJJ appears to be extending toward healthcare technology infrastructure, institutional healthcare operations, digital healthcare, AI-enabled elderly care, ISO13485 quality infrast
After AJJ 1Q2026: Platform Transformation Enters the Execution Verification Stage
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1.67K
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TigerStars
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05-21

Monthly Leaderboard is Here 🎉 Top Creators & New Stars Announced

All rewards have been distributed in your account! Let's check the🏅 Monthly Leaderboard in April! Over the past months, many creators have shown incredible consistency, quality, and engagement. This leaderboard recognizes those who didn’t just post — but consistently contributed value to the community. 🏆 Monthly Top Creators (Top Output) These creators stood out with strong content performance, driven by total engagement and consumption time across the month: 🥇 Top 1 — @nerdbull1669wins $100 stock voucher 🥈 Top 2 — @koolgal wins $70 stock voucher 🥉 Top 3 — @JC888 wins $40 stock vo
Monthly Leaderboard is Here 🎉 Top Creators & New Stars Announced
TOP1PC: Congratulations to All the Winners 🏆🎇 @DiAngel @Aqa @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000
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Capital_Insights
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05-21

🎁 What the Tigers Say: Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 NVDA's latest earnings call just released, and it is the move driving this week's tape! The company delivered a massive beat with a record-high revenue of $81.6 billion—up 20% sequentially and 85% year-over-year—significantly exceeding Wall Street expectations of $78.8-$79.2 billion. That's the backdrop for today's question — Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point? — and three Tigers have already staked out different reads, from @nerdbull1669, @TheBeautyofOptions, and @Shyon : 1. nerdbull1669 | Why Nvidia
🎁 What the Tigers Say: Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?
TOPJeromelim: nvda is still a good buy because they are doing more than a chip biz
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1.23K
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Option_Movers
·
05-21

Option Movers | NVIDIA's Volume Jumps 75%; ARM Holdings's $260 Call Soars 804%

Market Overview Wall Street's main indexes ‌rallied more than 1% on Wednesday (May 20), ​bouncing back from ​a three-day selloff with a boost in sentiment from technology and chip stocks, which rose ahead of Nvidia's quarterly results. Regarding the options market, a total volume of 51,258,045 contracts was traded, down 5% from the previous trading day. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $AAPL(AAPL)$, $MSFT(MSFT)$, $INTC(INTC)$, $AMZN(AMZN)$, $VIX(VIX)$,
Option Movers | NVIDIA's Volume Jumps 75%; ARM Holdings's $260 Call Soars 804%
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2.40K
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AfraSimon
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05-19

The AI Agent Boom Could Trigger a Massive Cybersecurity Supercycle

The future of AI is agentic. There will be billions of AI agents. Every person and company will have multiple agents. That makes cybersecurity one of the most interesting sectors to watch. Threat Detection: $CrowdStrike Holdings, Inc.(CRWD)$ $Palo Alto Networks(PANW)$ $SentinelOne, Inc(S)$ Network Security Providers: $Fortinet(FTNT)$ $F5 Inc(FFIV)$ $Cisco(CSCO)$ $A10 Networks(ATEN)$ $Check Point(CHKP)$ Cloud Security:
The AI Agent Boom Could Trigger a Massive Cybersecurity Supercycle
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1.47K
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nerdbull1669
·
05-21

Chip Stock Reactions to Nvidia Earnings: Fading AI Momentum or a Shift Toward Hyperscaler Capex?

The mild sell-off you are seeing across semiconductor stocks after Nvidia's earnings isn't a sign that the AI momentum is fading. It is a classic case of "sell the news" and a reality check on sky-high market expectations. $NVIDIA(NVDA)$ actually turned in another monster first-quarter report—posting $81.6 billion in revenue (up 85% year-over-year) and smashing Wall Street’s expectations, while raising its dividend and adding $80 billion in stock buybacks. So why did the stocks drop or remain flat? Here is what is actually going on under the hood of the chip sector right now. The High Bar: "Great" is the New Average When a stock like Nvidia gains massive traction ahead of earnings, just beating expectations isn't enough to push it higher instantly
Chip Stock Reactions to Nvidia Earnings: Fading AI Momentum or a Shift Toward Hyperscaler Capex?
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2.30K
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EstherLearningTrades
·
05-21

NVDA Q1'26 Earnings Beat + Jensen Huang CC Highlights

1. $NVIDIA(NVDA)$ First Quarter Earnings Report: Earnings and Revenue Both Exceed Expectations Revenue: $81.6 billion, up 20% sequentially and 85% year-over-year, a record high, significantly exceeding Wall Street expectations ($78.8-79.2 billion) Data Center Business (Core AI Driven): $75.2 billion, up 92% year-over-year, a record high, accounting for over 92% of total revenue. Earnings Per Share (EPS, non-GAAP adjusted): $1.87, exceeding analyst expectations ($1.76-1.78) Gross Margin: Remained at a high level of approximately 75% (Q2 guidance also solid) Q2 FY2027 Guidance: Revenue approximately $91 billion (significantly upward revised), gross margin approximately 75% (±50 basis points) An additional $80 billion in share buybacks was authorized
NVDA Q1'26 Earnings Beat + Jensen Huang CC Highlights
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2.74K
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Michael Esther
·
05-21

$SNDK $MU $LITE: The Next Potential Stock Splits of the AI Supercycle

$NVIDIA(NVDA)$ split when price hit $1200 last year. Anyone who bought at $120 is up 100% (doing nothing). Here's 3 stocks that will SPLIT this year: 🟠 $SanDisk Corp.(SNDK)$ ~$1,380 → 10-for-1 split projected Q3/Q4 2026 → Post-split price: ~$138 → Up 3,300%+ in a year. Citi PT: $3,025. Board has every reason to split. 🔵 $Micron Technology(MU)$ ~$681 today → 4-for-1 or 5-for-1 split projected Q4 2026/Q1 2027 → Post-split price: ~$136–$170 → Hasn't split since May 2000. HBM4 supercycle just changed the math. 🟣 $Lumentum(LITE)$ — ~$885 today → 5-for-1 split projected Q1/Q2 2027 → Post-split price: ~$177 → Never split in its h
$SNDK $MU $LITE: The Next Potential Stock Splits of the AI Supercycle
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2.05K
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nerdbull1669
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05-21

Why Nvidia Slipped Despite a Blockbuster Earnings Report

$NVIDIA(NVDA)$’s Q1 FY2027 earnings report delivered on Wednesday, May 20, 2026, was an absolute powerhouse by any fundamental metric. Yet, the stock’s mild ~1% drop following the release is a classic example of a "sell the news" event, where a flawless report collides with historically high expectations. The Q1 FY2027 Earnings Snapshot Nvidia soundly beat both the sell-side consensus and the more aggressive buy-side "whisper numbers." Beyond the headline numbers, Nvidia announced an eye-popping 25x increase in its quarterly dividend (from $0.01 to $0.25 per share) and tacked on a fresh $80 billion share repurchase authorization. Why Did the Stock Slide 1%? When a company delivers a double-beat and raises guidance by billions, a stock slide can fe
Why Nvidia Slipped Despite a Blockbuster Earnings Report
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23.85K
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ETF_Tracker
·
05-21

🚀SpaceX IPO Filed: $SPCX on Nasdaq + Key Affiliates Listed

SpaceX has filed for an IPO on Nasdaq, with the ticker symbol $SPCX. Lead Underwriters: $Goldman Sachs(GS)$ , $Morgan Stanley(MS)$ , $Bank of America(BAC)$ , $Citigroup(C)$ , and $JPMorgan Chase(JPM)$ This filing provides the first comprehensive overview of the merged company, comprising SpaceX, Starlink, X, and xAI. 2025 Revenue: $18.67 billion, a 30% increase 2025 Net Loss: $4.94 billion, compared to a profit of $791 million in 2024 2025 Capital Expenditures: $20.7 billion, of which $12.7 billion is for Artificial Intelligence Q1 Revenue: $4.694 billion Q1 Operating Loss: $1.943 billio
🚀SpaceX IPO Filed: $SPCX on Nasdaq + Key Affiliates Listed
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949
General
OUE REIT
·
05-21

Join OUE REIT at REITs Symposium 2026!

Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 & 2 👉 Booth: B8 See you there! $华联房地产投资信托(TS0U.SI)$
Join OUE REIT at REITs Symposium 2026!
TOP紫南: It's better to discuss when your stock price will be willing to rise back, and it will be half dead every day. Responsibility is so high, and still expanding?[喷血]
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1.29K
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PeterDiCarlo
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05-21

$GCT and $RIVN Stand Out as Pullback Opportunities While Others Break Down

Watching a few key pullback setups here. $CHWY remains weak despite reaching deep discount territory, while $GCT and $RIVN are showing more attractive accumulation signals. 📊 1. $Chewy, Inc.(CHWY)$ $CHWY is a clear example of why I don’t bottom pick in bear cycles. No touch in 2026. MBX has shown steady selling. We’re now near Smart Money support so price is in deep discount territory. A bounce wouldn’t surprise me, but I’ll wait for real buying pressure before I step in. 2. $GigaCloud Technology Inc(GCT)$ $GCT Combined Signal System is flagging a clean dip‑buy zone on this pullback. 3. $Rivian Automotive, Inc.(RIVN)$ Historically, this has been an attractive zone
$GCT and $RIVN Stand Out as Pullback Opportunities While Others Break Down
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955
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jfsrevg
·
05-21

$ARM $MRAM Highlight Why Relative Strength Still Matters in This Tape

$ARM Holdings(ARM)$ $Leverage Shares 2X Long ARM Daily ETF(ARMG)$ We’ve been focusing on leadership names that can either move sideways or pull back lightly while allowing the 50-MA to catch up to within 4x ATR% from the 50-MA, and setup for a low risk entry. Those are areas and inflection point that present the biggest RRR opportunity imo. Still only T+0, but market has been pretty resilient. ARMG Huge +29% move with 117% RVOL in 90mins for a 222B market cap in ARM $Everspin Technologies Inc(MRAM)$ so May 13th was the exact top that I shared below. wanted a few more up days but parabolic screener is doing well even with tight filter of only 2 results in MRAM and
$ARM $MRAM Highlight Why Relative Strength Still Matters in This Tape
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2.80K
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Michael Esther
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05-21

$SPCX at $1.75T? These 20 Companies Could Benefit From the SpaceX Supercycle 🌌

The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion. Elon Musk says by 2030 regular people will be ultra-wealthy. Here's 20 companies directly linked to SPACEX: 1. $AST SpaceMobile, Inc.(ASTS)$ — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination 2. $IONQ Inc.(IONQ)$ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028 3. $Reddit(RDDT)$ — Real-time data feeds Grok's truth-seeking AI engine via X integration 4. $Rocket Lab USA, Inc.(RKLB)$ — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve 5.
$SPCX at $1.75T? These 20 Companies Could Benefit From the SpaceX Supercycle 🌌
TOPAdidash07: What will be your top 6-8 picks from these ??
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5.41K
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Tiger_SG
·
05-21

Rate Cuts Turn Into Rate Hikes? Can NVIDIA Still Save Market?

A macro narrative centered around rate cuts suddenly flipping into rate hikes is not a small shift. Hike odds were 18% last week, 36% yesterday, and now effectively 100%. The $US30Y(US30Y.BOND)$ just hit 5.2%, the highest level in 20 years. $XAU/USD(XAUUSD.FOREX)$ are down 4% over the past week, while silver has dropped 14% from recent highs. And tonight: $NVDA earnings. Can NVIDIA still save this market? Yardeni Calls for a July Rate Hike CME FedWatch is now pricing roughly a 42% chance of a hike this year. The real story: the bond vigilantes are now driving policy expectations. “Walsh is an outsider. The bond market is the real policymaker.” His projected path: June FOMC removes forward gu
Rate Cuts Turn Into Rate Hikes? Can NVIDIA Still Save Market?
TOPShyon: I recognize the sharp shift in rates expectations, $US30Y(US30Y.BOND)$ pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust. Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment. That said, I’m aware of the “good news gets sold” risk in this environment. But I still lean toward a beat-and-support outcome rather than a breakdown, as long as guidance confirms AI demand remains strong. Overall, I’m staying bullish, but watching closely whether earnings can overpower the macro noise. @TigerStars @Tiger_comments @Tiger_SG @TigerClub
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Tiger_comments
·
05-20

SpaceX IPO | Missed Tesla, What Space Concept Stocks to Look at?

This Thursday, Starship V3 is expected to launch from Boca Chica, Texas. In the same week, SpaceX’s IPO filing will go public — roadshow on June 4, pricing on June 11, and official Nasdaq listing on June 12 under ticker $SpaceX(IPO001)$ . Meanwhile, $Rocket Lab USA, Inc.(RKLB)$, $Firefly Aerospace Inc.(FLY)$ and $Voyager Technologies, Inc.(VOYG)$ all rallied Monday before pulling back Tuesday. What do you think about the $1.75 trillion valuation? Musk merged SpaceX and xAI earlier this year, and the implied valuation is now over $1.75 trillion, with a poten
SpaceX IPO | Missed Tesla, What Space Concept Stocks to Look at?
TOPShyon: I think Musk perfectly timed the Starship V3 launch with the IPO roadshow. If the launch succeeds this week, it will massively strengthen the SpaceX narrative before investors even read the filing. This is no longer just a rocket company IPO — it is being marketed as the future of AI, satellites, and space infrastructure. Personally, I think the $1.75 trillion valuation already prices in a huge amount of future optimism. Long term, SpaceX may grow into it, but short term the valuation feels very sentiment-driven with little room for execution mistakes. I probably would not chase aggressively on IPO day. I’d rather wait for volatility to cool down and slowly build positions over time. For now, I still like $Rocket Lab USA, Inc.(RKLB)$ and $Firefly Aerospace Inc.(FLY)$ as earlier ways to participate in the space trade. @TigerStars @Tiger_comments @TigerClub
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Trend_Radar
·
05-20

$G Rebounds Above Support as Bulls Eye $34 Resistance

$Genpact(G)$ $Genpact Ltd.(G) Bounced +1.02%: BPO Leader Finds Support, Eyes $34 Resistance 📈 Latest Close Data Genpact (G) closed at $31.67 on May 20, up +1.02% (+$0.32). The stock remains ~35% below its 52-week high of $48.64. 💡 Core Market Drivers The stock has shown significant intraday volatility, with a 5.12% amplitude, reflecting sector-wide pressure in Data Processing & Outsourced Services. Recent trading sessions have seen sharp swings, including a -7.21% drop on May 8 and a +5.15% gain on May 18, indicating high sensitivity to market sentiment and sector flows. 📊 Technical Analysis Volume was 3.4M shares, below average (Volume Ratio: 0.78), suggesting a lack of strong conviction in the rebound. The RSI(6) at 51.66 is neutral, emerging f
$G Rebounds Above Support as Bulls Eye $34 Resistance
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2.52K
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Trend_Radar
·
05-20

$PFE Holds the Line at $25.32, Recovery Momentum Slowly Builds

$Pfizer(PFE)$ $Pfizer Inc.(PFE) Rebounds +1.30%: Defensive Dividend Giant Seeks Support at $25.66 🧬📈 Latest Close Data: 📅 As of 2026-05-20, PFE closed at $25.66 (USD), up +1.30%. The stock is currently -10.8% below its 52-week high of $28.75. Core Market Drivers: 💊 Macro Environment: Amidst broader market volatility, defensive sectors like healthcare are attracting capital seeking stability. Company-Specific: The high dividend yield of 6.70% continues to be a key anchor, providing income support in a turbulent market. Recent capital flow data shows significant net outflows over the past week, indicating underlying selling pressure. Technical Analysis: 📊 The daily RSI(6) reading of 41.46 has recovered from oversold territory (<30) last week, sugg
$PFE Holds the Line at $25.32, Recovery Momentum Slowly Builds
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