925
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05-23
$PLTR 20271217 280.0 CALL$ Win and share win
925
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05-24
$Taiwan Semiconductor Manufacturing(TSM)$
TOPglimzy: TSM at 100 felt awful, but that sizing point is so real. I kept adding in tranches too. You still accumulating here?
4.32K
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05-24
$Apple(AAPL)$ Apple (AAPL) demonstrates strong fundamental momentum, highlighted by robust iPhone sales and record service revenue. However, the stock's current valuation is elevated, suggesting much of this positive outlook is already priced in. Apple is in a fundamentally strong phase, driven by a powerful product cycle and expanding high-margin services. The stock's technical breakout to new highs reflects this optimism. However, at a forward P/E of 35.2x, the valuation is significantly above its historical average, which limits the near-term upside potential and makes the stock sensitive to any execution missteps.
TOPAAPL feels crowded here ngl, anyone still holding through this valuation?
953
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05-24
$ComfortDelGro(C52.SI)$ good stock to hold. will add more when it goes below par.
31.99K
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05-24
Is Tiger Brokers A Good Buy? 🌟🌟🌟A shockwave was delivered across the international brokerage complex. On Friday May 22 2026, the China Securities Regulatory Commission (CSRC) officially handed down administrative penalties to UP Fintech Holdings $Tiger Brokers(TIGR)$ alongside $Futu Holdings Limited(FUTU)$
TOPWhen there’s a chance to get the number one, $Futu Holdings Limited(FUTU)$ at a 30% discount, why settle for number two?
3.61K
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05-24
Exponential Growth Squared
For those of us looking for signs of an AI bubble popping, there are no signs. Earnings coming out of chip, energy, and infrastructure stocks are incredible right now. As trillions of dollars are poured into the AI buildout, there seems to be no end to the exponential growth for the companies involved. It’s not just $NVIDIA(NVDA)$ that’s seeing growth and guiding for 🚀 demand. It’s $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $Bloom Energy Corp(BE)$ $Cerebras Systems(CBRS)$ to name a few. Anyone who can make a chip or build some energy is going to the moon. And that exponential grow
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05-24
Momentum Watch: $SG Bottoming While $DELL $GFS Keep Exploding
Momentum remains concentrated in a handful of high-beta growth names, with fresh bull cycles emerging in stocks like $SG while AI infrastructure leaders such as $CRDO, $DELL, and $GFS continue to extend powerful breakouts. 1. $Sweetgreen, Inc.(SG)$ First time in 2 years SG is setting up for a potential new bull cycle. 🥗 If I wanted to own this for the next 12–24 months, I’d see this as a very constructive sign. Strong signal the bottom is in 2. $Lumentum(LITE)$ After a +142% run this bull cycle, LITE looks ready to cool off. If I were in this, this is exactly where I’d start taking profits. 3. $Credo Technology Group Holding Ltd(CRDO)$ Most people noticed CRDO afte
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05-24
Markets at Resistance: $SPX $DIA $SMH Showing Exhaustion Signals
Markets are showing signs of exhaustion near key resistance levels, with bearish candle structures and RSI divergences emerging across major indices and semis. Setups in $SPX, $DIA, and $AMD suggest elevated pullback risk heading into next week. 1. $S&P 500(.SPX)$ Gravestone doji at the top; the next candle is very likely to be red, presenting a good R/R for shorts. The RSI divergence adds more bearish references. 2. $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ Indecisive candle above the Upper Bollinger band.⚠️ Usually risky for longs. The 20DMA is the usual minimal destination. The gap below adds pressure to the setup. 3. $Advanced Micro Devices(AMD)$ S
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05-24
Sci-Fi Became Infrastructure: Why $TSLA $SPCX $NVDA $RKLB Are Living Elon’s Books
Elon Musk read 5 books as a kid. Then he spent 30 years building every single one of them for $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ Here's the CHEATCODE straight from Elon's books: 1. Foundation Series by Isaac Asimov (The most important book to understanding SpaceX) Musk said: "Foundation Series & Zeroth Law are fundamental to the creation of SpaceX." Asimov taught him that civilizations move in cycles and that humanity must act before the window closes. SpaceX is building civilization's backup drive. These stocks ride that mission directly: $Rocket Lab USA, Inc.(RKLB)$ — Rocket Lab expands the launch economy Asimov's "Foundation" requires
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05-23
Arista – The Toll Booth of AI
For most of the AI boom, investors focused obsessively on who makes the chips and who rents the cloud capacity. I think that framing is already becoming outdated. The real constraint inside modern AI infrastructure is no longer raw compute power alone; it is the speed and efficiency with which thousands of GPUs communicate with one another. That shift matters because idle GPUs are financial vandalism. Hyperscalers are spending tens of billions building AI clusters, but if the networking layer cannot move data efficiently between processors, expensive compute hardware simply sits there underutilised. In practical terms, networking has evolved from a supporting technology into one of the central determinants of AI economics. That is why Arista Networks has quietly become one of the most stra
TOPANET is the real cluster plumbing lol. I hold Nvidia and Microsoft too, and bad east-west bandwidth kills utilization fast. You seeing this show up in capex mix yet?
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05-23
$HNST, $RDW, $CRDO Show Momentum Across Consumer, Space, and AI Hardware Themes 🚀
Momentum is building across $HNST, $RDW, and $CRDO, with all three showing strong continuation signals after recent breakouts. 1. $The Honest Company, Inc.(HNST)$ $HNST is now in a Bull Cycle for the first time in over a year Next 6 - 12 months could see a move back to recent highs 2. $Redwire Corp.(RDW)$ $RDW is up over +20% since we highlighted it, and I don’t think this move is done. Strong buying pressure, Monthly BX green, and we just swept a key liquidity zone. 3. $Credo Technology Group Holding Ltd(CRDO)$ $CRDO +37% since we posted this setup using our Combined Signal System indicator Congrats to anyone who took this trade 😍 Been eyeing Tiger merch but shor
TOPAs a beginner who can i reach to learn
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05-23
From Monopoly to Oligopoly | $GOOG $MSFT $NVDA $V Mapping Global Market Control
🏰 Monopolies $Taiwan Semiconductor Manufacturing(TSM)$ - advance semi fab $ASML Holding NV(ASML)$ – EUV lithography $VeriSign(VRSN)$ - domain name registry $Fair Isaac(FICO)$ – credit scores $Intuit(INTU)$ – tax preparation software $Thermo Fisher Scientific(TMO)$ – ultra-high-end mass spec $Illumina(ILMN)$ – high-throughput DNA sequencing $CoStar(CSGP)$ – U.S. commercial real estate data $Sherwin-Williams(SHW)$
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05-23
$BORR: Why Avoiding Pre-Earnings Trades Is a Survival Rule in Trading
''Always seek for reasons to avoid a trade'' — a real-time lesson witnessed in my gated community. $Borr Drilling Ltd(BORR)$ was a reminder why having a hard rule of avoiding trades within 3 days of earnings matters. No matter how clean the chart looks, you need enough duration cushion against an earnings gap with binary outcomes — almost like a casino game. I stayed patient and avoided proposing the May 18 entry on the triple base-on-base setup because earnings were due in T+3, which fell outside my initial partial profit-taking window — limiting the ability to size down risk even if the trade moved in favor beforehand. My thought process on the chart after it moved on 18th May is the better reward-risk trade post earnings that one could aligned
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05-23
I Called $IONQ at $7, $POET, $TE & $RGTI Could Be Next 🚀
I called out $IONQ Inc.(IONQ)$ when it was $7, its spiked up 1000% already. I think it can hit 10,000% There's 3 more massive plays exactly like it under $20: 1. $POET Technologies Inc(POET)$ Catalyst 1 – 30,000+ optical engine shipmentsManagement is targeting 30,000+ Infinity optical engine shipments in 2026, marking the inflection from lab demo to real commercial revenue. A follow-on order cascade from hyperscalers would collapse the current 1,000x P/S multiple and force a full institutional re-rating. Catalyst 2 – LITEON + Lessengers 1.6T transceiver partnershipsPOET is jointly developing 400–800G+ and 1.6T optical modules targeting the AI data center connectivity market directly. Completed module samp
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05-23
Can $SPY $QQQ Extend Their 8-Week Winning Streak?
U.S. stocks advanced ahead of the long weekend, positioning the $S&P 500(.SPX)$ for an eight-week winning streak. This marks the longest weekly run for the benchmark index since December 2023. The S&P 500 rose 0.88% after approaching to our bearish target of 7,325 and bounced. The $NASDAQ 100(NDX)$ gained +1.2% also after touching its bearish target of 28,609 and the $Dow Jones(.DJI)$ added 2.2% during the week. This late-week strength emerged as investors absorbed falling government bond yields and a pullback in energy costs (Crude Oil $WTI Crude Oil - main 2607(CLmain)$ fell -8.2% during these five days). Th
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05-23
Quantum Is America’s Next AI Battle, $IONQ, $IBM & $NVDA Lead the Race
President Trump knows US is 90% behind China in quantum technology. China already invested $30B in quantum. The US just $2B. So now he is catching by buying: 1) $IBM(IBM)$ → $1B 2) $GLOBALFOUNDRIES Inc.(GFS)$ → $375M 3) $D-Wave Quantum Inc.(QBTS)$ → $100M 4) $Rigetti Computing(RGTI)$ → $100M 5) $Infleqtion(INFQ)$ → $100M My favorite 3 plays are: 1. $IONQ Inc.(IONQ)$ The pure-play quantum hardware leader. They build trapped-ion quantum computers, the most accurate architecture in existence. Their systems are already live on
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05-23
The $2 Billion Quantum Catalyst: Can $IONQ, $RGTI & $QBTS Deliver Explosive Upside?
President Trump bought $Intel(INTC)$ at $20, its went up 650% INTC was losing $1 billion every quarter, but $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ needs their CPUs. Trump just told the world quantum is the new AI arms race and backing it with $2B in CHIPS Act money: 🔵 ORIGINAL $2B GRANT RECIPIENTS: $IBM(IBM)$ PT $400 — $1B grant. Quantum backbone for hyperscaler AI workloads $GLOBALFOUNDRIES Inc.(GFS)$ PT $160 — $375M grant. Fab infrastructure quantum chips can't exist without $D-Wave
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05-23
The Rise of Neoclouds: Bullish Setup for $CRWV, $IREN & AI Compute Providers
A Neocloud boom feels inevitable. Clicking out one layer, the data center infrastructure buildout feels like it could turn into one of the largest wealth creation moments ever in physical infrastructure. Now that I’ve spoken in absolutes like this, we can bookmark this post for later when we look back on “signs of the top” :) Let me caveat this post with the fact that I’m very AGI pilled. Just about any estimate for “tokens consumed by X date” or model progress or data centers built or total demand I’m taking the over. In all seriousness, the numbers are staggering. Rumors / reports peg Anthropic / OpenAI at ~3-3.5GW of capacity to end 2025. OpenAI has talked about getting to 30GW by 2030. Let’s assume Anthropic has similar plans. Just those two alone will bring on (or plan to bring on) ~5
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05-22
$BX Recovers From Lows, Technicals Signal Improving Trend
$Blackstone Group LP(BX)$ $Blackstone Inc. (BX) Rises +1.49%: Asset Manager Gains on Renewed Inflows, $118.57 Resistance Tested 📈 Latest Close Data On May 22, BX closed at $118.57, up +1.49% (+$1.74). The stock remains ~$71.52 below its 52-week high of $190.09. Core Market Drivers Positive capital flows re-emerged on May 20, with a net inflow of $118.89M, signaling renewed institutional interest. The stock has recovered from recent concerns over private credit redemptions, with short volume declining significantly from its April peaks. Technical Analysis Volume of 4.67M shares was near average (Volume Ratio: 1.01). The MACD histogram remains negative at -1.76, but the DIF line is converging with DEA, hinting at a potential slowdown in bearish moment
TOPthanks for the insight i wıll look her up...
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05-22
$T Builds Momentum on Buyback & Dividend Optimism
$AT&T Inc(T)$ $AT&T (T) Rallies +1.64%: Dividend Giant Tests Resistance, Bullish Momentum Builds 📈 Latest Close Data: As of May 22, 2026, T closed at $25.34, up +1.64% ($0.41). The stock is now 14.9% below its 52-week high of $29.79. 🎯 Core Market Drivers: The rally follows a positive session where the company reiterated its full-year and long-term financial guidance, signaling confidence in its operational turnaround. Management also reaffirmed plans to return over $45 billion to shareholders over the next three years through dividends and buybacks, reinforcing its appeal as an income stock. 🏛️💰 Technical Analysis: Today's move was supported by above-average volume (35.79M shares vs. recent avg.), indicating institutional interest. The MACD