2.92K
Β·
05-25
$JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? π
Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. π Section 1 β Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on $$JD.com(JD)$$ following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear
2.23K
Β·
05-25
Global Market Outlook | Equities Learned to Live with 5% Yields. But Can They Survive a Rate Hike?
Issued: May 25, 2026 Period Covered: May 19, 2026 β May 23, 2026 I. Core Pricing Phenomenon: V-Shaped Recovery + Dow 50,579 Last week we asked: CPI 3.8%, yields above 5%, equities at all-time highs β something has to break. Who blinks first? This week's answer: Nobody blinked. On Tuesday, the 30Y Treasury yield surged to 5.19% β highest since 2007. The 10Y hit 4.687%. The S&P 500 fell for three consecutive sessions to 7,353. The impossible triangle appeared to be cracking. Then, within 48 hours, a textbook V-shaped reversal. Friday close: Dow 50,579.70 β a new all-time record. S&P 7,473.47, within 0.4% of its May 14 high of 7,501. Weekly gain: +0.9%. Eight consecutive winning weeks. 10Y retreated to 4.57%. 30Y pulled back to 5.08%. VIX closed at 16.70 β lower than before the yield
TOPSiti Aisyah Binti: i learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.
815
Β·
05-25
Sector star | Can $JSKW, $MFVW, $QXCW, $XCVW & $UOOW Keep Leading Singaporeβs Leverage?
1. $SMIC 5xLongSG270316(JSKW.SI)$ +37.93% Strong Q1 2026 Results and Upbeat Q2 Guidance: SMIC reported Q1 revenue of US$2.51 billion (+8.1% to +11.5% YoY), gross margin 20.1%, and net profit US$197.45 million (+5% YoY). Q2 guidance: revenue +14β16% QoQ with margins 20β22%, driven by AI chip demand, power management, and data transmission products with customer price hikes. AI & Semiconductor Sector Rally: Broader industry tailwinds from AI infrastructure spending, rising overseas orders, and higher utilization in advanced nodes boosted China tech sentiment. Technical Breakout on Massive Volume: Stock surged on >212 million shares traded, breaking resistance and moving well above key moving averages. 5x Daily Leverage Amplification: The s
481
Β·
05-25
$YELP Can Close the Gap Toward $27 as Sentiment Stabilizes
$Yelp(YELP)$ Yelp Inc. Surges +2.52%: Local Reviews Giant Bounces from Support, Eyes $24.3 Resistance π Latest Close Data: π
Yelp closed at $22.39 on May 25th, marking a solid +2.52% gain. The stock is now ~43.4% below its 52-week high of $39.58, suggesting significant recovery room. Core Market Drivers: π° The rebound follows a post-earnings dip from earlier in May. While Q1 EPS of $0.30 missed the prior year's $0.36, revenue of $361.5M beat expectations. The company reiterated its full-year revenue guidance ($1.46B-$1.48B), which may have provided stability and attracted bargain hunters. Technical Analysis: π Volume was 1.09M shares, with a 0.73 Volume Ratio indicating below-average activity, typical for a consolidation day. The RSI (6) at 37.56
858
Β·
05-25
Can $ETSY Hold $58 Support and Continue Higher?
$Etsy(ETSY)$ $Etsy, Inc. (ETSY) Gains +2.70%: Analyst Upgrades Fuel Momentum, Eyeing $64 Breakout π Latest Close Data π Closed at $62.38 on May 25, 2026, up +2.70% (+$1.64). The stock remains ~18.5% below its 52-week high of $76.52. Core Market Drivers π Positive sentiment is fueled by recent analyst actions. On May 21, Arete upgraded ETSY from "Neutral" to "Buy" with a $76 target. This follows a May 4 upgrade by Jefferies, raising its target from $52 to $62. Strong Q1 earnings (reported April 29) continue to underpin confidence. Technical Analysis π Volume was 2.51M shares (Volume Ratio: 0.92), indicating average participation. The RSI(6) at 63.37 is in bullish territory but not overbought. However, the daily MACD histogram is negative at -0.62,
TOPi learned how to trade following Liz Claman the Youtube Fox Journalist on Tel3gram her risk management, spoting good entries and staying up to date with the market always.
675
Β·
05-25
$UPS Will Hold $101 and Build Momentum for a Larger Recovery
$United Parcel Service Inc(UPS)$ $United Parcel Service (UPS) Rallies +2.82%: Bounces from Support, Eyes $107 Resistance Break π Latest Close Data Closed at $101.02 (+2.82%) on 2026-05-25, now ~17.5% below its 52-week high of $122.41. π° Core Market Drivers Stock rebounding from recent lows amid broader market stabilization. π Persistent market concerns linger from earlier reports of massive restructuring costs and a competitive threat from Amazon's expanded logistics network. πβοΈ π Technical Analysis Volume: Daily volume of 4.54M shares is below the recent average (Volume Ratio 0.86), suggesting a cautious rebound. π MACD: The latest DIF (-1.21) remains below the DEA (-1.17), but the MACD histogram has narrowed to -0.077, indicating bearish momentu
901
Β·
05-25
$GILD Is Building a Base for a Recovery Toward $140+
$Gilead Sciences(GILD)$ $Gilead Sciences, Inc.(GILD) Rebounds +2.96%: Biotech Giant Finds Support, Eyes Resistance Break 𧬠Latest Close Data Closed at $134.36 (+$3.86, +2.96%) on 2026-05-25, still ~14.6% below its 52-week high of $157.29. Core Market Drivers The rebound follows a sharp sell-off triggered by the company's May 8 announcement of a significant downward revision to its full-year profit guidance due to a massive acquisition cost. However, Q1 earnings released earlier in May exceeded expectations, with revenue up 4% and EPS of $2.03 beating estimates, providing underlying support. Technical Analysis Today's volume of 5.97M shares shows average participation (Volume Ratio: 1.09). The RSI(6) surged to 66.24, indicating strong short-term mo
684
Β·
05-25
$UAA Hold the Line or Slip Back Toward $5
$Under Armour Class A(UAA)$ $Under Armour (UAA) Rebounds +3.38%: Technical Bounce from Oversold Zone, $5.50 Pivot Holds Latest Close Data π Closed at $5.50 on 2026-05-25, up +3.38%. The stock remains -32.5% below its 52-week high of $8.15. Core Market Drivers πβοΈ The recent surge follows a significant sell-off triggered by a disappointing FY2027 outlook, where the company projected low-single-digit revenue decline, far below analyst expectations. Continued weakness in the key North American market and macroeconomic headwinds remain primary concerns. Technical Analysis π Volume was 7.0M shares, with a Volume Ratio of 0.70, indicating subdued activity. The 6-day RSI has jumped to 54.59, exiting the oversold territory (<30) and signaling a potentia
516
Β·
05-25
Strong AI-Driven Pricing Power Push $TXN Toward $320+
$Texas Instruments(TXN)$ $Texas Instruments (TXN) Surged +3.63%: Chip Giant Nears 52-Week High on Analyst Upgrade, $400 Target in Sight π Latest Close Data ποΈ Closed at $309.21 on May 25, 2026, up +3.63% (+$10.82). The stock is just $6.36 away from its 52-week high of $315.57. Core Market Drivers βοΈ The rally was primarily fueled by Seaport Global upgrading TXN from Neutral to Buy with a $400 price target, the most bullish among recent calls. This optimism stems from strong Q1 results (revenue +19%, operating profit +205%) and the company's planned price increases exceeding 20% in July, driven by robust AI/data center demand. Technical Analysis π Volume was solid at 7.13M shares (Volume Ratio: 1.05). The RSI(6) at 68.69 indicates strong momentum bu
1.07K
Β·
05-25
Will Meta AI Demand Keep Fueling $AMD Upside Momentum? π§
$Advanced Micro Devices(AMD)$ $Advanced Micro Devices(AMD) Surged +3.99%: AI Chip Giant Tests 52-Week High, $480 Target in Sight π Latest Close Data π Closed at $467.51 on May 25, up +3.99% (+$17.92). The stock is just $13.90 away from its 52-week high of $481.41. Core Market Drivers βοΈ The stock continues to build on post-Q1 earnings momentum, which significantly exceeded expectations. Strong AI partnership momentum, particularly with Meta, is driving positive sentiment. The broader semiconductor sector is experiencing a rebound after recent volatility. Technical Analysis π Volume was solid at 34.76M shares (Volume Ratio: 1.09). The RSI(6) at 73.80 indicates strong bullish momentum but is approaching overbought territory. The MACD shows a narrowin
553
Β·
05-25
$CHWY Finally Bottoming After Its Massive Selloff
$Chewy, Inc.(CHWY)$ $Chewy(CHWY) Jumps +4.01%: Bouncing from 52-Week Low, Eyes $21 Breakout πΎ π Latest Close Data Closed at $20.73, up +4.01% (+$0.80). The stock is trading ~57% below its 52-week high of $48.62, finding support near its 52-week low of $19.30. π Core Market Drivers The recent bounce comes after a period of sustained weakness driven by negative sentiment from a former CFO's insider trading settlement and concerns over major shareholder Form 144 filings indicating potential selling pressure. The broader market focus on regulatory clarity for online brokers (e.g., FUTO, TIGR) may have shifted some attention away from company-specific headwinds. π Technical Analysis Volume was 6.94M shares with a low Volume Ratio of 0.62, indicating a
962
Β·
05-25
$SNOW Breaks Above $175 as AI Data Cloud Momentum Accelerates
$Snowflake(SNOW)$ $Snowflake(SNOW) Surges +4.02%: AI Data Cloud Giant Rebounds, Eyes $175 Breakout π Latest Close Data π Closed at $172.20 on May 25, up +4.02% from the previous day. The stock is trading ~38.6% below its 52-week high of $280.67. Core Market Drivers βοΈ The rally is driven by optimistic sentiment ahead of Q1 earnings scheduled for May 27, with consensus estimates pointing to strong revenue growth. Multiple analyst target price upgrades (e.g., BofA to $205, JPM to $185) have provided a significant tailwind, fueling a rebound after a brief two-day pullback. Technical Analysis π Volume was 5.97M shares, with a volume ratio of 0.72, indicating consolidation. The latest MACD shows a bullish crossover (DIF: 4.96 > DEA: 2.09), confirmin
487
Β·
05-25
Will $INTU Reclaim $320 and Trigger a Bigger Recovery Rally?
$Intuit(INTU)$ $Intuit Inc.(INTU) Rebounds +4.19%: Technical Bounce After Earnings Plunge, Eyes on $320 Pivot π Latest Close Data Closed at $319.94 on May 25, up +4.19% (+$12.87). Still -60.7% from its 52-week high of $813.70. π‘ Core Market Drivers Post-Earnings Rebound: Stock recovers after a ~20% crash on May 21st, triggered by disappointing Q3 revenue growth (slowest in 2 years) and a lowered TurboTax outlook. Strategic Shift: Company announced a 17% global workforce reduction to cut costs and focus on AI-driven strategy, fueling investor concerns about near-term disruption. π Technical Analysis Volume: Surge to 12.48M shares (Volume Ratio: 1.61) confirms active buying interest in this rebound. RSI (6): At 25.88, rebounding from deeply oversold
648
Β·
05-25
AI Edge Computing Momentum Pushs $AMBA Into Its Next Bull Run
$Ambarella(AMBA)$ $Ambarella Inc. (AMBA) Soars +4.67%: AI Vision Chip Leader Nears $90, Testing Key Resistance π Latest Close (2026-05-25): Closed at $87.55, up +4.67% from previous close. The stock is now just ~9.4% away from its 52-week high of $96.69. π Core Market Drivers: The rally is primarily driven by strong capital inflows and sector rotation into AI/edge computing hardware. Recent regulatory actions against certain fintech platforms may be redirecting investor focus towards fundamental tech plays like AMBA. π° Technical Analysis: Volume of 1.03M shares indicates solid participation. The 6-day RSI at 78.0 shows strong momentum but is nearing overbought territory. MACD (5.97, 5.57, 0.80) confirms a bullish uptrend with the DIF above the DEA
593
Β·
05-25
$DDDβs Technical Breakout Trigger a Move Toward $3.50 and Beyond
$3D Systems(DDD)$ $3D Systems(DDD) Rallied +5.35%: Volume Surge Confirms Breakout, Eyes on $3.16 Resistance π Latest Close Data Price: $3.15 (May 25) Change: +5.35% (+$0.16) Distance to 52-Week High ($3.80): -17.1% Core Market Drivers The stock gained momentum amid a broader market uptick in 3D printing and advanced manufacturing sectors. Recent capital flow data shows a notable shift, with net inflows of ~$135k over the past two days, suggesting renewed institutional interest after a period of outflows. Technical Analysis A strong bullish signal was confirmed today. Volume surged to 4.54M shares (Volume Ratio: 1.38), well above average, validating the price move. The RSI(6) jumped to 67.03, entering bullish territory but not yet overbought. The MA
873
Β·
05-25
$MRK Is Entering a New Bull Phase After Major Cancer Trial Wins
$Merck(MRK)$ Merck & Co. (MRK) Surges +5.64%: Oncology Pipeline Ignites, Eyes $125 Breakout π Latest Close Data Closed at $122.41 on May 25, 2026, up a strong +5.64%. The stock is now just $2.73 (-2.18%) below its 52-week high of $125.14. π‘ Core Market Drivers The rally is fueled by highly positive Phase III clinical results for its TROP2-targeted antibody-drug conjugate (ADC) in endometrial cancer, which met dual primary endpoints. Additionally, its lung cancer combination therapy with Kelun Pharma achieved key late-stage trial goals, boosting confidence in the post-Keytruda pipeline. π Technical Analysis Volume surged to 14.75M shares (Volume Ratio: 1.75), confirming strong buying interest. RSI(6) at 82.68 indicates overbought conditions in t
543
Β·
05-25
Is $NXPI Ready for a Fresh Breakout After Reclaiming $316?
$NXP Semiconductors NV(NXPI)$ $NXP Semiconductors (NXPI) Soared +5.71%: Power Management IC Giant Reclaims 52-Week High, Momentum Intact π΅ Latest Close Data Closed at $316.47 on May 25, 2026, surging +5.71% (+$17.09). The price has now matched its 52-week high of $316.81. π΅ Core Market Drivers The rally is fueled by the ongoing semiconductor price hike wave, particularly in Power Management ICs (PMICs), with NXP planning to raise prices in June/July due to rising foundry and packaging costs. The stock also benefits from a broader sector rebound and positive sentiment around AI-driven power demand. π΅ Technical Analysis Volume was 2.95M shares (Volume Ratio: 0.84), indicating consolidation after recent moves. The latest MACD shows a narrowing negati
879
Β·
05-25
$ZM Leads Software Rally as AI Usage Triples Year-Over-Year
$Zoom(ZM)$ $Zoom(ZM) Soars +9.19%: AI-Powered Earnings Beat Ignites Rally Towards $112 Latest Close Data: π ZM closed at $105.64 on 2026-05-25, surging +9.19%. The stock is now just $8.09 (7.1%) below its 52-week high of $113.73. Core Market Drivers: π The powerful rally was fueled by a stellar Q1 FY2027 earnings beat. Adjusted EPS of $1.55 and revenue of $1.239B both topped estimates. The company raised its full-year guidance, approved a new stock buyback plan, and reported a tripling of AI Companion users year-over-year, signaling strong AI adoption. Technical Analysis: π The breakout is confirmed by surging volume (Volume Ratio: 1.48) and bullish momentum indicators. The RSI(6) at 64.41 shows strong buying pressure without being overbought. Howev
1.59K
Β·
05-25
I think the most interesting way Iβd play the $SpaceX(SPCX)$ setup is still indirect exposure through quality compounders rather than trying to force direct IPO access. Alphabet & Tesla work better for me as embedded options on the SpaceX story, since I get diversified upside without underwriting a single-asset listing outcome. Iβm cautious about EchoStarβs implied NAV discount. Even if the math looks attractive, the repricing depends on how the market values illiquid SpaceX equity once SPCX starts trading & I donβt fully trust that discount to close cleanly in the short term. Rocket Lab is the most interesting βsecond-order SpaceX bet,β but I think a lot of optimism is already priced in after the rally. I see it more as a momentum and e
TOPTesla as a SpaceX proxy feels cleaner tbh, but isn't a lot of that already crowded in?
9.21K
Β·
05-25
SpaceX Story: Betting on Musk's Civilization Goal! Mars Not That Far Away?
Most CEO compensation clauses are written around EPS targets, revenue growth, stock price milestones. Musk's compensation vesting condition is: "Establish a permanent human colony on Mars with at least 1 million residents." For each tranche, both market cap milestones and the Mars colony milestone must be satisfied simultaneously. Every TAM figure in the S-1 β the $2.4 trillion space data center market, "AI compute is cheaper in space than on Earth," Starship carrying 95% of orbital payload β these are all waypoints on the same throughline. Not for the quarterly report. To make that one tranche vest. Converted using "Elon Time": a "2β3 year" forecast roughly means before the end of this decade. Musk owns roughly 42% of SpaceX. SpaceX needs to reach a $1.6 trillion valuation for him to bec
TOPWhat stands out to me about SpaceX is how unusual its incentives are. Instead of EPS or stock targets, the ultimate goal is a 1 million-person Mars colony, which reframes even its S-1 narratives as steps toward a long-term civilization plan. Operationally, the dominance is already clear: SpaceX leads global orbital launches with reusable rockets, and Falcon 9 has reshaped launch economics. Starlink, now with 10M+ users, turns that cost advantage into a real, scaling business. For me, itβs less about traditional valuation and more a long-duration bet on execution and vision. The premium exists because the company is aligned with a decades-long roadmap that either feels implausible or inevitable, depending on what you believe. Ultimately, the question is whether this level of ambition can compound into reality. $SpaceX(SPCX)$ @Tiger_comments @TigerStars @TigerClub
Β
Β
Β
Β
Most Discussed
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β
Β