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Shernice軒嬣 2000
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06-14

ServiceNow Quietly Building an AI Empire as Wall Street Focuses on the Selloff

Coming from a banking background, I've seen firsthand how much of corporate work is still driven by manual processes, approvals, reconciliations, compliance checks, ticketing systems, and endless coordination between departments. That's why I think many people are underestimating the impact of Agentic AI. A lot of investors still view AI as a chatbot that answers questions. I think the bigger opportunity lies in AI that can take actions, coordinate across systems, and execute workflows with minimal human intervention. I've trialed agentic AI in automated trading myself. It actually works. The downside is that it can burn through tokens quickly, but the experience convinced me that we're moving beyond simple chat interfaces into systems that can reason, plan, and execute. Attached is my scr
ServiceNow Quietly Building an AI Empire as Wall Street Focuses on the Selloff
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koolgal
·
06-14
$Apple(AAPL)$  :  Is Apple A Buy or Bye After the WWDC Dip? 🌟🌟🌟Right after WWDC 2026, Apple fell below the USD 300 psychological level.  Why the drop?  AI announcements were good but the market wants earth shattering.  Apple Intelligence rollout gaps in China and European Union spooked the traders.  Institutional funds took profits after a massive multi quarter run.  Expectations were simply too high. But here is the truth.  The fundamentals did not break.  Only the price did.  It is a great opportunity to buy when others hesitate. Siri 2.0: Unfairly Punished by the Market  One of the biggest misunderstandings post WWDC was the reaction to the new Siri. Investors' exp
$Apple(AAPL)$ : Is Apple A Buy or Bye After the WWDC Dip? 🌟🌟🌟Right after WWDC 2026, Apple fell below the USD 300 psychological level. Why the drop?...
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Shernice軒嬣 2000
·
06-14

He Turned $20,000 into $70 MILLION… Without Reading a Single Financial Report.

In 2007, a 33-year-old man in Dallas looked at his bank account: $87,000. He had a great job making $200k+ a year, a house, and a comfortable life. But he wanted more. So he did something most people would call crazy. He took $20,000 and bet it all on the stock market. No MBA. No Wall Street experience. No charts. No earnings reports. Just one simple idea he called “Social Arbitrage” — seeing what normal people were doing before Wall Street noticed. Three years later → $2 Million. Eventually → over $70 Million. This is the insane true story of Chris Camillo. It All Started When He Was 13 Every weekend before sunrise, young Chris would take the bus to garage sales. He realized the best items disappeared in the first hour. He also noticed something brilliant: Most sellers were moms who didn’
He Turned $20,000 into $70 MILLION… Without Reading a Single Financial Report.
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556
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MHh
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06-14
I am bearish on SpaceX’s current valuations. It is quite an insane bet that any company that compound revenue at almost 50% annually for the next 10 years. That is asking for 10 years of consistent outsized performance. In the longer term, I do believe that SpaceX might be able to pull off its space data centre but it is still speculative at this point in time as nothing has been demonstrated yet, not even a prototype is available. Sending rockets and satellites are not quite the same as the picture painted by Elon. I think this is the most expensive leap of faith that the Wall Street has taken and most are forced to take it as the various index fund managers buy it. This feels like FOMO where many buy the latest hype of town. I think the next one year will give clarity. There is no ne
I am bearish on SpaceX’s current valuations. It is quite an insane bet that any company that compound revenue at almost 50% annually for the next 1...
TOPbubbly9: Starlink is the real engine, but pricing 10 straight years of 50% growth now is rough. Who's underwriting that $60-70 floor?
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464
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Mrzorro
·
06-14
Corning Draws $33M Bullish Call Bet  On Friday, $Corning(GLW)$   shares edged higher, but remained more than 15% below their all-time high of around $212 reached in May. Following a recent pullback across the AI infrastructure sector, market sentiment has cooled noticeably. However, big money doesn't appear to be leaving. Options flow data showed that a trader purchased 6,700 Corning September 18, 2026 $140 call options at approximately $50 per contract, representing a total premium outlay of roughly $33.5 million. Notably, the contract had open interest of just 130 contracts prior to the trade, while daily volume surged to 6,700 contracts. The order was also flagged as Opening, Cross, and Bullish, suggesting it was very likely a new
Corning Draws $33M Bullish Call Bet On Friday, $Corning(GLW)$ shares edged higher, but remained more than 15% below their all-time high of around $...
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686
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MHh
·
06-14
I see the Monday style sell off as both a correction and reaction to refreshed fears of the us-Iran war continuation. To be fair, the rapid rise of AI stocks and memory stocks this year has left many wondering how long and how much can this bull run continue. It is not surprising that every now and then many would take profit first. It is first necessary to survive first before profits can be made. It is always good not to be too greedy. Where the AI stocks are concerned, I don’t think it has reached the bubble stage but it is mostly driven by an imbalance of supply and demand and some of the potential has not been realised yet. It is important to reassess in 1-2 years whether the potential still exist. If not, the possibility of a bubble is real. I think we might be near the top of the bu
I see the Monday style sell off as both a correction and reaction to refreshed fears of the us-Iran war continuation. To be fair, the rapid rise of...
TOPzippy1: Memory names ran too hard too fast ngl. I’d watch HBM supply more than macro here — does that stay tight into next year?
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652
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WeChats
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06-14
🔥 Market Update: The Triple Threat Hammering Tech & Semis The market just hit a massive wall, and the latest rebound attempt has officially failed. Here is the brutal scorecard from the latest session: Nasdaq: Fell another 2%. Semiconductors (3x ETF): Plunged a staggering 10.43%. Nvidia & Broadcom: Dropped 3.73% and slid 5.12%, respectively. The selloff isn't just daily noise; it is being driven by three simultaneous pressures actively weighing on the markets: 🌍 1. Geopolitical Flashpoints: Renewed U.S.-Iran tensions in the Strait of Hormuz are introducing severe macro uncertainty into the system. 📈 2. Sticky Inflation: Hotter-than-expected inflation data is effectively dimming any remaining hopes for near-term rate cuts. 🤖 3. The AI Reality Check: Oracle's aggressive post-earnings
🔥 Market Update: The Triple Threat Hammering Tech & Semis The market just hit a massive wall, and the latest rebound attempt has officially failed....
TOPMess0M: SOXL down 10.43% is the real punch. I trimmed Nvidia yesterday — buying dips gets expensive fast. Who’s actually adding semis here?
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WeChats
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06-14
🚀 SpaceX IPO Day: Smart Money, Capital Rotation, and the Cosmic Rush The day has finally arrived—SpaceX is officially hitting the public markets today, and the sheer scale of this landmark offering is already rewriting the short-term dynamics of the entire tech ecosystem. The market isn't just watching; capital is aggressively shifting in real time. Here is your breakdown of what is happening under the hood on Day One: 🏛️ The Institutional Whale Move This isn't just a retail hype cycle. Bloomberg reports that BlackRock is targeting a massive subscription order of approximately $5 billion. When an institutional titan anchor-funds an IPO with that level of conviction, it signals deep, long-term confidence in the commercial space economy's structural moat. 🔄 The Capital Rotation: Chips to Spa
🚀 SpaceX IPO Day: Smart Money, Capital Rotation, and the Cosmic Rush The day has finally arrived—SpaceX is officially hitting the public markets to...
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651
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WeChats
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06-14
🔥 Nvidia’s Next Chapter: From Hardware Accumulation to ROI Realization The market has spent the last year aggressively trading Nvidia as a pure hardware momentum play, leading to historic, face-ripping volatility across the entire semiconductor sector. However, the underlying narrative driving the company's fundamental valuation is undergoing a massive structural shift. The initial wave of the AI boom was defined by panic-buying—mega-caps hoarding massive GPU clusters to avoid falling behind. Today, that phase is maturing. The market is no longer just asking how many chips Nvidia can sell; it is asking how effectively the end-users can monetize them. Here is the strategic breakdown of Nvidia's evolving moat: The ROI Reality Check: We are moving from the "infrastructure build-out" phase to
🔥 Nvidia’s Next Chapter: From Hardware Accumulation to ROI Realization The market has spent the last year aggressively trading Nvidia as a pure har...
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24.76K
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Mathematical Money
·
06-14

Last Week I Took MSFT Profits. The New Position Is Already Down 35%.

Mathematical Money | June 13, 2026 Last week I wrote about closing two MSFT LEAPS for roughly $8,400 in realized profit. Both contracts had more than doubled. I wrote about the rule that triggered them, the redeployment into higher strikes, the framework working at a second ticker after SPY in May. I also wrote this, near the end: "Most LEAPS I open will not double. Some will get rolled at a loss." Eight days later, here we are. The new MSFT position I opened the same week is down significantly. Let me show you exactly what that looks like, because this is the post that has to be written if last week's post is going to mean anything. The Marks Three positions to walk through. June 2027 $500 LEAPS, two contracts. Opened June 3 at $40.25. Currently around $26.00. Down about $14.25 per contra
Last Week I Took MSFT Profits. The New Position Is Already Down 35%.
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267
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Trend_Radar
·
06-15

Is $AMD Headed for $575 Next?

$Advanced Micro Devices(AMD)$ $Advanced Micro Devices(AMD) Soars +4.73%: Chip Giant Rides Analyst Upgrade, $575 Target in Sight 📈 Latest Close Data Closed at $511.57 (+4.73%) on 2026-06-15. The stock is now just 6.4% away from its 52-week high of $546.44. Core Market Drivers The rally was primarily fueled by a significant analyst upgrade. Citigroup raised its rating from Neutral to Buy and lifted its price target to $575 from $460, citing strong momentum in AI and data center segments. This positive sentiment offset broader market concerns about semiconductor valuations. Technical Analysis Volume was 31.6M shares, with a Volume Ratio of 0.94, indicating a relatively balanced day. The RSI(6) surged to 59.3, moving out of oversold territory and into
Is $AMD Headed for $575 Next?
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Shernice軒嬣 2000
·
06-14

🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨

Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work:  Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl
🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
TOPAh_Meng: Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...
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260
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1PC
·
06-14
⚽ History shows Nasdaq fell in 5 of the past 8 World Cups, avg return ‑1.2%. But the backdrop mattered: 2002 dot‑com bust, 2022 Fed hikes, 1998 tech bull. Matches don’t drive markets — macro does.📉 What the Cup really hits is liquidity: trading volume drops 40%+ when home teams play, each goal cuts another 5%. With 2026 in North America, matches land in U.S. hours, distraction could be bigger than ever.🐯 My view: I don’t believe in the “curse.” The bookmaker is the only real winner.[Chuckle]@JC888 @Barcode @Aqa

$50 Billion in Bets! Is the World Cup “Curse” Real?

@Tiger_SG
The World Cup kicks off on June 11, and every time it comes around, someone digs up that old “curse” chart: over the past eight World Cups, the Nasdaq fell during five of them, with an average return of -1.2%. The measurement window is from the close before the opening match to the close of the first trading day after the final $NASDAQ(.IXIC)$ - 1994, United States: -1.7% - 1998, France: +9.2% - 2002, Korea/Japan: -13.1% - 2006, Germany: -1.3% - 2010, South Africa: -0.9% - 2014, Brazil: +2.5% - 2018, Russia: +1.4% - 2022, Qatar: -5.4% So it’s 5 down, 3 up. More red than green. But once you look at the backdrop, the story is obvious: 2002 was still dealing with the aftermath of the dot-com bust, 2022 was hit by the Fed’s aggressive
$50 Billion in Bets! Is the World Cup “Curse” Real?
⚽ History shows Nasdaq fell in 5 of the past 8 World Cups, avg return ‑1.2%. But the backdrop mattered: 2002 dot‑com bust, 2022 Fed hikes, 1998 tec...
TOPtwizzy: Liquidity point is the real edge here lol. 40% volume drop in US hours is kinda nasty, but I’m not buying the curse either
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809
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Mrzorro
·
06-14
US IPO History: Soaring on Day One, Plunging Within a Year. Can SpaceX Break the Curse? As the largest IPO in history, $Space Exploration Technologies Corp(SPCX)$   plans to raise $75 billion at a staggering valuation of $1.77 trillion. Fueled by three top-tier narratives—low-Earth orbit satellites, rocket launch and AI—the offering has seen oversubscription exceed 4x across all platforms, creating peak market sentiment ahead of the listing.  Considering the historical performance of mega-cap tech IPOs from the past decade, investor tiers are expected to be highly fragmented. With long-term strategic capital, swing-trade hedge funds, and retail sentiment traders all participating, the stock price could experience massive volatility.
US IPO History: Soaring on Day One, Plunging Within a Year. Can SpaceX Break the Curse? As the largest IPO in history, $Space Exploration Technolog...
TOPzaza10: Starlink is the real hook here. I get the hype, but who’s underwriting $1.77T if Starship slips?
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612
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Sporeshare
·
06-14
$CapLand IntCom T(C38U.SI)$    CICT: Capland IntCom Tr - She had bounce-off from the double bottoming price patterns and rise higher to clear the first resistance at 2.32 looks rather bullish.Likely to rise up further towards 2.41 and above. Next, she may rises higher to test 2.52 than 2.60. DPU likely increase with the new acquisition. Estimating DPU 11.5 - 12 cents. Yield is about 4.9 to 5.1%. NAV 2.12. Pls dyodd. CICT - CapLand IntCom Tr : Monday, she is going XD, price likely get corrected to 2.44 and below! The price was being pushed up from 2.39 to 2.51 due to the new acquisition of Paragon Mall plus the Private Placement per unit at 2.30. Those institutional investors can book a nice profit! At 2.48, yield is about 4.4%. Perhap
$CapLand IntCom T(C38U.SI)$ CICT: Capland IntCom Tr - She had bounce-off from the double bottoming price patterns and rise higher to clear the firs...
TOPjingli: 2.20 as pivot makes more sense ngl, 4.4% yield at 2.48 feels thin
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247
General
Ah_Meng
·
06-14
Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is actually the reality check on AI tech takeoff bottleneck... these shortages in raw materials are happening. It will lead to actual prices increase in all AI deliverables if they have not yet. TSMC has just issued a warning on it. It would then led to cost squeeze and possible inflation pressure. Would this be the last piece of puzzle that squeezes the world economy leading to recession and market crash? An important point to keep at the back of our mind...

🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨

@Shernice軒嬣 2000
Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work: Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl
🚨 AI Supply Chain Bombshell: China Is Tightening Its Grip on a Critical AI Material 🚨
Ahhh... moving finally into raw materials, starting with InP... more please [Tongue] [Sly] Will raw materials be the next wave? The scary part is a...
TOPJudyFrederick: InP is the part people keep handwaving away lol if substrate costs bite, TSMC warning won’t be the last one. Who’s eating that margin hit first?
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463
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KYHBKO
·
06-14

Full article: Preview of the week (15Jun2026)

Economic Preview: Key Data Releases (week of 15Jun2026) Consumer and Demand Indicators May retail sales are expected to rise by 0.5%. Together with core retail sales, this release should provide a clearer view of consumer demand and spending momentum. Energy Market Indicator Crude oil inventory data will also be closely watched, as it offers insight into how producers are positioning for expected market demand. Federal Reserve and Labour Market The Federal Reserve’s interest rate decision will be the week’s most closely watched event. Rates are expected to remain unchanged at 3.75%, but the accompanying statement and updated economic projections are likely to have the greatest market impact by shaping expectations for the months ahead. We expect this announcement to introduce volatility ac
Full article: Preview of the week (15Jun2026)
TOPMarialina: VOO and VIX together makes sense ngl, this week looks choppy. You trimming anything before Wednesday?
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Mickey082024
·
06-14

Zoetis At A Crossroads: Is The Animal Health Leader A Buy After Its 2026 Valuation Reset?

$Zoetis(ZTS)$ The animal health sector long enjoyed an aura of absolute invulnerability, and Zoetis (NYSE: ZTS) was its undisputed crown jewel. However, a major shift in consumer behavior and sharpening generic and brand competition have shattered that narrative. Following a bruising first-quarter earnings report, Zoetis stock experienced a severe single-day collapse of nearly 21%. Now trading in the low-$80s—down more than 50% from its rolling one-year highs—the market is aggressively pricing in structurally slower growth. For long-term investors, the central question is whether this sell-off is a permanent impairment or an exceptional entry point for a world-class monopoly. Performance Overview and Market Feedback The market's feedback on Zoetis
Zoetis At A Crossroads: Is The Animal Health Leader A Buy After Its 2026 Valuation Reset?
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683
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KYHBKO
·
06-14

Part 2 of 5: Earnings Calendar (15Jun2026) - Accenture

Earnings Calendar (15Jun2026) I’m reviewing the companies reporting earnings in the coming week: Kruger, Accenture, Jabil, CarMax, and Quantum. Accenture Overview Valuation and Market Sentiment Accenture’s share price has declined by more than 45% compared with a year ago. At a price-to-earnings ratio of 13.9 and earnings per share of $12.32, the stock appears to offer an interesting valuation opportunity. From a market perspective, technical analysis indicates a “strong sell” signal, while broader analyst sentiment remains constructive, with a “buy” recommendation and an average price target of $236.86, implying potential upside of more than 39%. Income Statement Performance (2021–2025) Over the 2021 to 2025 period, total revenue increased from $50.5 billion to $69.6 billion, gr
Part 2 of 5: Earnings Calendar (15Jun2026) - Accenture
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