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koolgal
·
06-10
🌟🌟🌟OpenAI at USD 1 Trillion IPO -reasonably priced or bubble?  If you believe that AI is the next industrial revolution, Artificial General Intelligence or AGI is inevitable - OpenAI sits at the centre of the ecosystem, then USD 1 Trillion isn't crazy.  It is the price of owning the operating system of the future. But let's be honest.  The fears are real: valuation is running ahead of revenue, rising capex, competition from every AI company including Anthropic & open source ones like DeepSeek.  The biggest fear is what if margins collapse? A USD 1 Trillion IPO means perfection is priced in.  There is no room for missteps, no delays, no margin compression & no regulatory surprises. So bubble or reasonable? Do you believe OpenAI becomes the central intellige
🌟🌟🌟OpenAI at USD 1 Trillion IPO -reasonably priced or bubble? If you believe that AI is the next industrial revolution, Artificial General Intellig...
TOPskippix: 1T only works if margins stay elite. Open source pressure is the part I'd fear most — who really captures the value layer here?
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Isleigh
·
06-10

$50 Billion in Bets, $41 Billion in GDP. Who Actually Wins From the World Cup?

The World Cup "curse" is real. But it is probably not what you think it is. The data is clear. Over past World Cup tournaments, trading volume in major stock indexes during knockout rounds fell dramatically. In the US, shares changing hands on the S&P 500 dropped more than 18% during match periods. The FTSE 100 saw a nearly 23% decline. Germany's DAX fell 33%. Markets do not crash during the World Cup. They just go quiet. And thin markets amplify volatility in both directions. The 2026 FIFA World Cup kicks off June 11 with France leading implied tournament probability at 16.2%, narrowly ahead of Spain at 16.0%, Portugal at 11.3%, and England at 10.9%. Argentina, the defending champion, sits at 8.8%. Brazil at 8.3%. But forget the football predictions. Here is where the real money moves
$50 Billion in Bets, $41 Billion in GDP. Who Actually Wins From the World Cup?
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Macquarie Warrants Singapore
·
06-10

Dan Chang: China tech is back in conversation

Read Dan's article published on 9 June 2026 for full disclaimers: https://www.linkedin.com/pulse/china-tech-back-conversation-dan-chang-c-s-%E5%BC%A0%E7%88%B5%E5%85%B4--u1rxc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via The Market Moved On. Did China Tech? Markets have a habit of making yesterday's favourites look forgotten, until they aren't. Some years ago, before the clampdown by China authorities in 2021, almost every conversation seemed to revolve around China technology stocks. Alibaba, Tencent and Xiaomi were just some of the names that investors couldn't get enough of. Then the narrative changed. Regulatory concerns, slowing economic growth, property market challenges and geopolitical tensions gradually dampened sentiment towards China equities. At the same
Dan Chang: China tech is back in conversation
TOPflipzy: Tencent back in the chat lol, but do retail actually stick around this time?
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orsiri
·
06-10

QCOM – Licence to Bill

The Wrong War Wall Street has become obsessed with a single question: can Qualcomm crack the PC market and take meaningful share from Intel and AMD? It is an understandable debate. Qualcomm's Snapdragon X Elite platform and Oryon CPU architecture have finally given the company a credible shot at breaking into a market that has historically treated ARM chips like an uninvited guest at a family barbecue. Yet I think investors are fighting the wrong war. The real question is not whether Qualcomm becomes the king of AI PCs. It is whether Qualcomm can position itself to benefit every time another AI-capable device joins the global network. That may sound less exciting than a silicon showdown, but history suggests the companies that own the roads often make more money than the companies racing o
QCOM – Licence to Bill
TOPTrevelyan: Royalty angle is the real hook. I hold Qualcomm for that, not just AI PCs — who’s actually modeling autos + industrial into this?
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nerdbull1669
·
06-10

Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM

The recent volatility across the semiconductor sector has understandably kept everyone on edge. To clarify a quick detail on the recent tape: the steep multi-day selloff in chip stocks actually peaked late last week (wiping out massive market value on stretched valuation concerns), while the price action on Monday and Tuesday (June 8–9) was a strong, tech-led rebound. $Micron Technology(MU)$ clawed back toward the $930+ level after dipping into the mid-$800s, and the broader Philadelphia Semiconductor Index posted its best two-day advance in a month. However, we might need to ask these core questions: Is this volatile patch just a healthy reset, or are we witnessing a structural shift in the AI narrative? Let’s break down the macro dynamics playing
Macro AI Rotation and Tactical Options Playbook for Nvidia and ARM
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792
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Isleigh
·
06-10

MU Reclaims $900: V-Shape Bounce or the Real Recovery?

Let's establish what actually happened first. Friday was Wall Street's worst day of the year. The Nasdaq fell 4.2% and the S&P 500 dropped 2.6% after May payrolls came in at 172,000, more than double expectations, raising the probability of a Fed rate hike and triggering the Philadelphia Semiconductor Index's largest single-session decline in months. The trigger was not an earnings miss. Not a product failure. Not a fundamental shift in AI demand. It was a jobs number that spooked rate expectations, and chip stocks happened to be the most crowded trade on the board. MU bore the brunt of it. Then Monday happened. Chip stocks rebounded sharply, led by Marvell and Micron, up almost 9% and 7% respectively. The 3x leveraged chip ETF soared 15.83%. Intel gained 11.19%. NVDA climbed after ann
MU Reclaims $900: V-Shape Bounce or the Real Recovery?
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Trend_Radar
·
06-10

$NKE Finally Finds Momentum, Bulls Set Sights on $50

$Nike(NKE)$ $NKE Jumps +3.28%: AI Shopping Cart Fuels Rally, Eyes on $46 Breakout 🚀 📈 Latest Close Data: NKE closed at $44.65 on 2026-06-10, up +3.28% (+$1.42). It's now ~44% below its 52-week high of $80.17. 💡 Core Market Drivers: Digital Retail Boost: Market optimism is high as Nike's new AI-driven shopping experience and multi-item cart feature are set to launch in the U.S. in early June. 🛒 Sector Momentum: The broader athletic apparel sector showed strength, providing a positive backdrop. Earnings Concern Lingers: Despite the rally, underlying worries about consecutive weak quarters in Greater China remain a headwind. 📊 Technical Analysis: Volume: Trading volume was 21.5M shares, with a Volume Ratio of 1.06, indicating slightly above-average ac
$NKE Finally Finds Momentum, Bulls Set Sights on $50
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Trend_Radar
·
06-10

$HD Clears a Critical Level, Putting $330–$335 in Focus

$Home Depot(HD)$ $Home Depot, Inc.(HD) Rallies +3.75%: Bullish Momentum Rebuilds, $320 Pivot Tested 📈 Latest Close Data 🕒 Closed at $321.33 on 2026-06-10, up +3.75% (+$11.62). The stock is ~25% below its 52-week high of $426.75. Core Market Drivers 💡 Shares gained alongside the broader Home Improvement Retail sector, with peers like Lowe's also up. The move follows a reaffirmation of full-year guidance in the Q1 earnings report last month, which continues to support market confidence in stable demand. Technical Analysis 📊 Volume was 4.88M (Volume Ratio: 1.13), indicating solid participation in the rally. The RSI(6) surged to 69.1, approaching overbought territory, signaling strong short-term momentum. The daily MACD shows a bullish crossover, with t
$HD Clears a Critical Level, Putting $330–$335 in Focus
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449
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Trend_Radar
·
06-10

$LOW Climbs 4.5% as Home Improvement Stocks Catch a Strong Bid

$Lowe's(LOW)$ $Lowe's Companies, Inc.(LOW) Surges +4.52%: Bulls Reclaim Key Pivot, Eyeing $220 Resistance 📈 Latest Close Data 🔴 Close: $217.37 (as of 2026-06-10 ET) | Change: +$9.40 (+4.52%). The stock has recovered from its 52-week low of $203.40 but remains ~25% below its high of $293.06. Core Market Drivers 📰 The home improvement sector showed broad strength, with peers like HD and FND also rising. While Q1 earnings (May 20) beat on EPS ($3.03 vs. $2.97 est.), concerns linger over modest comp sales growth (+0.6%) and flat full-year guidance, capping runaway bullish enthusiasm. Technical Analysis 📊 Volume was solid at 3.78M shares (Volume Ratio: 1.28), confirming the bullish move. RSI(6) jumped to 63.07, exiting oversold territory and showing str
$LOW Climbs 4.5% as Home Improvement Stocks Catch a Strong Bid
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Trend_Radar
·
06-10

$BX Emerges as a Major AI Infrastructure Winner After Landmark Deal

$Blackstone Group LP(BX)$ $Blackstone Inc. (BX) Soars +5.34%: AI Infrastructure Deal Ignites Rally Towards $148 Target 🚀 Latest Close Data 📊 Closed at $120.29 (+5.34%) on 2026-06-10, now ~36.7% below its 52-week high of $190.09. Core Market Drivers ⚡ The stock surged following the announcement of a landmark AI infrastructure partnership with Broadcom and Apollo. The joint venture, AI XPV, aims to deploy over 20 GW of AI infrastructure by 2028, with an initial $35B commitment. This positions Blackstone at the forefront of financing the AI boom, promising significant future fee and performance income. Technical Analysis 📈 Volume was solid at 5.44M shares. The MACD histogram turned positive (+0.29), signaling a potential bullish crossover. The 6-day RS
$BX Emerges as a Major AI Infrastructure Winner After Landmark Deal
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473
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Trend_Radar
·
06-10

Is $W Finally Ready to Challenge $78?

$Wayfair(W)$ $Wayfair (W) Surged +6.24%: Debt Refinancing Fuels Rebound, Eyes $78.29 Resistance 📈 Latest Close Data Closed at $71.34 on 2026-06-10, up +6.24% (+$4.19). Currently ~40.6% below its 52-week high of $119.98. 💡 Core Market Drivers The rally is primarily driven by successful debt refinancing, which has alleviated near-term liquidity concerns. Additionally, a broader rebound in the home furnishings retail sector (e.g., RH, Williams-Sonoma) provided a supportive tailwind. The stock continues its recovery from a prolonged sell-off post-Q1 earnings. 📊 Technical Analysis Volume was elevated at 5.06M shares (Volume Ratio: 1.73), confirming strong buying interest. The MACD (0.95) has turned positive, with the DIF line crossing above the DEA, signa
Is $W Finally Ready to Challenge $78?
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336
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Trend_Radar
·
06-10

$JMIA Bulls Charge Back, Is an $8+ Move Next?

$Jumia Technologies AG(JMIA)$ $Jumia Technologies AG(JMIA) Jumps +6.56%: African E-Commerce Giant Rebounds, Eyes $7.5 Resistance 🚀 Latest Close Data 📊 Closed at $7.31 on 2026-06-10, up +6.56% from the previous close. The stock is now trading ~50% below its 52-week high of $14.72. Core Market Drivers 🌍 The rebound is primarily technical, driven by a bounce from recent oversold conditions. Persistent capital outflows over the past five trading days highlight ongoing investor caution despite the price recovery. Technical Analysis 📈 Volume was robust at ~4.16M shares (Volume Ratio: 1.79), confirming the upward move. The 6-day RSI has surged from 44.4 to 61.2, moving out of neutral territory and into bullish momentum. The MACD histogram shows a signifi
$JMIA Bulls Charge Back, Is an $8+ Move Next?
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672
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SebbyBoy
·
06-09
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1.05K
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SmartReversals
·
06-10

Fear Rising, Bears Still in Control as $SPX Bounce Fails at Key Levels

The market's inability to build on oversold conditions points to a fragile backdrop. For now, every failed bounce strengthens the bearish case. $S&P 500(.SPX)$ Fear is rising after an extended period of dumb money confidence, which usually precedes declines. Sentiment indicators like Fear & Greed or Smart/Dumb Money do not time turning points like price action, but they signal when to stay in defensive mode, like today. Technical bounces following a sell-off are normal, but today's bounce completely vanished, validating the bearish thesis. Not even the daily level of $7,431 posted last night for everyone subscribed was recovered. The chart remains bearish and suggests a continuation lower. 😍 Been eyeing Tiger merch but short on Tiger Coins
Fear Rising, Bears Still in Control as $SPX Bounce Fails at Key Levels
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TRIGGER TRADES
·
06-10

$SPX Tags Weekly FVG, Bounces on Cue, Eyes 7467–7516 Resistance

Called the destination. Price delivered. $S&P 500(.SPX)$ rejected the Daily FVG, declined straight into the Weekly FVG support, bounced. No clean 5-wave decline → bullish WXY confirmed off the low. Near-term: up. Target is the Daily FVG resistance at 7467–7516. I expect it to reject there again. But until then, dips get bought. $SPX into the Weekly FVG exactly where the room was told to look. Morning call: bearish WXY, SMT at the high, next leg down to 7330–7272. Price hit it. Members banked it. 😍 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!
$SPX Tags Weekly FVG, Bounces on Cue, Eyes 7467–7516 Resistance
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1.68K
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PeterDiCarlo
·
06-10

Can $SPY and $QQQ Defend Support?

If you trade $SPY or $QQQ, watch this before CPI tomorrow. ⚠️ We pulled back ~3%, held short‑term support, and buyers stepped in. My Bull Cycle criteria are still met, so I’m bullish. 1. $SPDR S&P 500 ETF Trust(SPY)$ $SPY testing liquidity support once again If price is going to bounce, it's right now Still bullish, but if we break this level things will get ugly 1hr just closed increasing BX after the liquidity grab Support still holdings ✅ 2. $Invesco QQQ(QQQ)$ 1hr just closed with increasing BX after that liquidity grab Good sign for the bulls Make or break for QQQ If buyers are going to step in, it's now If we snap this level, this could be the top for the next couple of weeks Still bullish for now
Can $SPY and $QQQ Defend Support?
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nerdbull1669
·
06-10

Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump

$Adobe(ADBE)$ is stepping into a defining moment with its fiscal Q2 2026 earnings release scheduled for Thursday, June 11, 2026, after the market close. The stock has had a rough ride, down roughly 25%–30% year-to-date due to a pervasive market narrative that generative AI tools (like Sora, Midjourney, and Anthropic's Claude Design) could disrupt Adobe's creative monopoly. However, a recent early-June rotation back into software has given it some momentum heading into the print. Here is a breakdown of what the market expects, the key metrics that will dictate the stock's direction, and potential short-term options trading setups. Consensus Expectations & Guidance Adobe's own management previously guided to these specific bands, and Wall Street
Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump
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Michael Esther
·
06-10

The Post-Selloff Watchlist: 18 High-Conviction Tech Names

HYPERMARKET WATCHLIST FOR JUNE 9, 2026 1. $Micron Technology(MU)$ — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY] 2. $Marvell Technology(MRVL)$ — Custom AI silicon demand accelerating; photonics and data center interconnect exposure; Jensen pump [BUY] 3. $Qualcomm(QCOM)$ — AI chip race heating up; data center upside isn't. Jensen pump [BUY] 4. $INNO Holdings Inc.(INHD)$ — Small-cap speculative play; pump and dump [SELL] 5. $Roundhill Memory ETF(DRAM)$ — Memory ETF sold off hard last week alongside the broader chip sector; reversal setup form
The Post-Selloff Watchlist: 18 High-Conviction Tech Names
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Michael Esther
·
06-10

After $IONQ's 1,000% Run, These 6 Quantum Stocks Could Be Next

2 years ago, I called out $IONQ Inc.(IONQ)$ at $7 it spiked 1000% to $70+ This year, President Trump put $2 billion on more quantum stocks. Here's 6 stocks exactly like IONQ: 1. $Rigetti Computing(RGTI)$ — Rigetti Computing Builds full-stack superconducting quantum computers via the cloud. Catalyst: $35M investment from Quanta Computer + DARPA contract Customers: AFRL, DARPA, U.S. Air Force, Quanta Computer 2. $Infleqtion(INFQ)$ — Infleqtion Makes neutral-atom quantum computers AND precision quantum sensors. Catalyst: Up to $100M U.S. government equity investment Customers: DoD, DARPA, NASA, $NVIDIA(NVDA)$
After $IONQ's 1,000% Run, These 6 Quantum Stocks Could Be Next
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Tiger_comments
·
06-09

Jensen Huang’s Korea Tour Fuels AI Stock Frenzy. Bubble, Boom, or Both?

Jensen Huang is in Korea, and he’s been hyping stocks everywhere he goes: eating fried chicken with SK hynix executives, watching baseball, meeting esports players, and telling anyone who’ll listen, “business is booming” He also announced that SK hynix will become Nvidia’s primary memory supplier for AI data centers. One bullish headline after another. $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $SAMSUNG SEMICON(03132)$ So what exactly did Huang bring with him? On this Korea trip, Huang effectively tied Nvidia’s next product cycle directly to Korean industry: Vera Rubin, Nvidia’s next-generation AI supercomputer, will require massive amounts of HBM and
Jensen Huang’s Korea Tour Fuels AI Stock Frenzy. Bubble, Boom, or Both?
TOPShyon: I see Jensen Huang’s Korea trip as a strong signal that $NVIDIA(NVDA)$ growth is increasingly tied to Korean memory suppliers $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ . His focus on next-gen systems like Vera Rubin & robotics platforms reinforces that AI scaling is now fundamentally constrained by HBM & advanced memory, putting Korea at the center of the supply chain. Between, I view SK hynix as the higher-risk, higher-reward pure play on AI memory demand, while Samsung is the more diversified & resilient option. SK hynix benefits more directly from Nvidia-driven HBM demand but is also more exposed if AI capex slows or pricing weakens. On the bubble question, I don’t see a full top yet, but I do see a late-cycle phase with elevated FOMO and volatility. The fundamentals are still strong, but selectivity matters more as sharp corrections become more common. @Tiger_comments @TigerStars @TigerClub
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