3.07K
·
06-17
$SATS(S58.SI)$ $SATS(S58.SI)$ Sold! Thanks for the 16% gain in just a matter of 3 months. This beats any interest i would put in banks and time deposits. [Shy] Onto the next adventure. [Love you]
TOPnuzzle: Nice exit haha 3 months for 16% is solid. You waiting for a pullback on SATS or fully out?
1.18K
·
06-17
$IBM(IBM)$ 照睇個價應仲有得上，同樣是國有化，IBM怎可能畀英特爾搶盡風頭，大總統怎向粉絲交代？ 英特爾的上升模式是什麼？ 英特爾這輪漲（2025年底—2026年5月，3個月漲約**150%**），公式很簡單： 1. **政府強力救命（面子+產業戰）** - 2025年8月：特朗普政府用**89億美元**買入英特爾 **9.9% 股份**，成為最大股東之一。 - 特朗普公開說：「我本可以要更多」，把英特爾當成「美國製造復興樣板」。 2. **AI週期+業務觸底反彈** - DCAI（數據中心）業務大爆，Xeon供不應求； - 與蘋果達成晶片合作，市場從「落後代工厂」重估為「AI算力核心」。 3. **一句话總結英特爾模式** **「政府入股+政策護航+AI週期+自身觸底」→ 估值與股價雙重跳升。** --- ## 二、IBM在仿效，但「形似神不似」 ### 1. 相同點（在學英特爾劇本） - **政府大筆錢+換股**： 2026年5月，特朗普政府宣佈向量子計算企業投**20億美元**，其中**IBM拿10億**，並附**政府持股條款**。 - **喊超大投資數字**： IBM宣佈**5年1500億美元**美國投資，主攻AI大型機+量子晶圓廠，與英特爾「擴產+回流」口徑一致。 - **股價同樣跳漲**： 消息公佈後IBM單日漲**12.4%**，與英特爾當年「政策落地→跳漲」節奏幾乎一樣。 ### 2. 關鍵不同點（複製不了英特爾爆發） - **產業地位不同** - 英特爾：**全球頂級晶片製造+CPU壟斷**，是「國家安全級別」戰略資產。 - IBM：**量子+AI軟硬+服務**，量子是前景但短期沒業績；雲與服務競爭激烈，增長慢。 - **政府支持力度與目的不同** -
1.41K
·
06-17
$Tesla Motors(TSLA)$ spcx ipo is sucking the juice out of tsla stock [LOL] Tsla is just trading sideways. If you believe spcx and tsla will merge it's actually better to buy tsla stock as spcx valuation is very high and the larger company (spcx) will have to dilute shareholders to buy tsla. Do you think spcx and tsla will merge?
TOPIf they merge I’d still rather own Tesla here, dilution risk on spcx sounds nasty. You really think this happens?
475
·
06-16
$FSLR 20260618 260.0 PUT$ soon. will do another one depending on its volatility these few days when this dte.
847
·
06-16
$ProShares UltraPro QQQ(TQQQ)$
TOPGood for trades yeah, but that daily reset can chew you up fast lol
8.49K
·
06-17
$SpaceX(SPCX)$ This is my only deep green color today 🙏
13.17K
·
06-17
Oil Plunges, Undercurrents Thrive? June 19 Deal Could Flip — Option Strategy to Capture Time Value
With rising expectations that the U.S.-Iran ceasefire agreement will be signed, the market appears to have temporarily escaped the shadow of inflation, and U.S. equities have finally welcomed a long-overdue rebound. Many investors may feel this is the time to buy the dip. However, I want to caution: do not yet let your guard down. The market's volatile phase has not passed. The current gains in U.S. stocks remain unstable, and the first leg of the crude oil bearish rally may already be complete. We need to patiently wait for the November 19 ceasefire agreement signing results and specific details to materialize before the market can potentially launch a new bearish phase. More importantly, for both the fragile rebound in U.S. equities and U.S. Treasuries, adopting a selling-options strateg
1.63K
·
06-16
💰 69 US Stocks Hit New Highs: Stocks with Market Cap Over $10 B
With 69 U.S. stocks sporting market caps above $10 billion touching fresh all-time highs as of June 16, 2026, the market is sending a clear signal: a decisive concentration of capital into next-generation AI infrastructure, industrial giants, and premium institutional finance. The top 10 tickers leading this cohort — $SpaceX(SPCX)$, $Micron Technology(MU)$, $Advanced Micro Devices(AMD)$, $ASML Holding NV(ASML)$, $Lam Research(LRCX)$, $Applied Materi
1.20K
·
06-17
SPCX INDEX-INCLUSION TRADE: Passive-Buying Estimates and Execution Risk
The core idea behind index-inclusion arbitrage is to exploit the mechanical buying created by index funds and ETFs around an index-rebalance effective date: build the position before passive funds must trade, then exit when those passive buyers are forced to execute. For a low-float, high-profile stock such as SPCX that is being fast-tracked into major indexes, this logic can indeed create short-term alpha. But this is not a simple trade where "passive funds must buy at the close, so buying early is guaranteed to work." SPCX is special because the potential buy demand is enormous and highly predictable. Underwriters, hedge funds, high-frequency traders, and passive funds all know the same thing. What determines the outcome is not only how much passive capital needs to buy, but whether that
2.95K
·
06-17
Mag 7 No Longer Enough? How Do You Think of MANGOS?
The moment $SpaceX(SPCX)$ went public, it threw a wrench into one of Wall Street's favorite labels: the Mag Seven. With its valuation surging above $2 trillion after listing, SpaceX immediately surpassed Tesla and Meta, becoming one of the most valuable technology companies in the world. When a $2 trillion tech giant isn't part of the Mag 7, does the term still represent the leaders of the technology sector? SpaceX Doesn't Fit the Mag 7 Playbook For years, the market's tech leaders were simple: $NVIDIA(NVDA)$, $Apple(AAPL)$, $Microsoft(MSFT)$,
TOPI think Mag 7 still matters because it represents companies with proven earnings and cash flow. However, $SpaceX(SPCX)$ shows the market is increasingly willing to pay for strategic infrastructure, making MANGOS an interesting theme for the next stage of technology growth. Between compute and infrastructure, I would lean toward infrastructure over the next decade. The first AI boom belonged to compute, but future growth will also depend on networks, energy, satellites, and connectivity, where SpaceX has a unique position. That said, infrastructure projects usually require more patience and carry higher execution risk. If I had to choose one long-term winner, I would still pick $NVIDIA(NVDA)$ . It remains the backbone of AI spending today, generates strong profits, and benefits from almost every major AI trend. SpaceX may become the bigger story, but NVIDIA remains my highest-conviction investment. @Tiger_comments @TigerStars @TigerClub
2.10K
·
06-17
Investing is about buying winners! SPCX is the top-traded stock on Tuesday.
I completely agree with this investment sharing I saw today! Investing is about buying winners! No need for over-interpretation; the simplest global trading strategy is—buy the winners. Despite the ever-changing global landscape, the winners remain consistent. While wars, bond yields, and oil prices occasionally make headlines, investors ultimately return to the established theme: buying momentum stocks driven by the artificial intelligence (AI) wave. US hyperscale cloud service providers, South Korean $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ and Taiwanese semiconductor giants
2.04K
·
06-17
Bull Cycle Signals Fire in $AMZN $RKLB $CRWV $IONQ $NFLX 🚨
Multiple growth names are now aligning with bullish cycle signals across different timeframes. $AMZN, $RKLB, $CRWV, $IONQ, and $NFLX are all showing improving structure, with dip-buying behavior and cycle confirmation beginning to converge. If this setup holds, it could mark a broader continuation phase in high-beta growth. 1. $Amazon.com(AMZN)$ $AMZN looks like the bottom is in. I’m pricing in a potential +20% move over the next 90 days. 1️⃣ Bull Cycle Framework: Bullish 2️⃣ Combined Signal System: Bullish 3️⃣ Plus we have prior resistance now acting as support. 2. $Rocket Lab USA, Inc.(RKLB)$ $RKLB putting in a higher low on the daily BX today. Monthly Bull Cycle: active. Weekly Combined Signal System:
651
·
06-17
Top 20 Industry Groups Surge After the Peace Deal
Top 20 Strongest Industry Groups with 1-Month RS Above 80% Following the Peace Deal $U.S. Global Jets ETF(JETS)$ — Airlines $iShares Semiconductor ETF(SOXX)$ — Broad Semiconductors $Roundhill Memory ETF(DRAM)$ — Memory $Invesco S&P 500 Momentum ETF(SPMO)$ — S&P 500 Momentum $VanEck Semiconductor ETF(SMH)$ — Semiconductor Giants $iShares A.I. Innovation and Tech Active ETF(BAI)$ — AI & Tech Active $SPDR S&P Homebuilders ETF(XHB)$ — Homebuilders (Equal Weight)
865
·
06-17
$SPCX Is Now Bigger Than $AMZN
$SpaceX(SPCX)$ soars to a market cap of $2.8 Trillion, making it worth more than $Amazon.com(AMZN)$ , which has been a publicly traded company for almost 30 years 📈📈📈 Think of $GraniteShares 2x Long SpaceX Daily ETF(SPAL)$ as a volume knob on SpaceX's $SpaceX(SPCX)$ daily move, turned up to 2x. $GraniteShares 2x Short SpaceX Daily ETF(SNK)$ is the same knob for the downside. Both are reset daily, and cut both ways. Both are high risk (including total loss). A $10,000 investment in SPCX today could eventually be worth $110,000, according to Billionaire Investor Ron Baron, who beli
1.16K
·
06-17
Global Macro: The Impact of AI Capital Expenditure on S&P 500 ROE
$S&P 500(.SPX)$ ROE hit a record high of 22%, but the capital expenditure boom of AI giants will systematically drag down the earnings quality of the seven major tech stocks in the coming years. Market Snapshot $SPDR S&P 500 ETF Trust(SPY)$ : 📈 Closed up 754.83 (+1.8%, previous close 741.75) [Data as of 06/16 05:05 EDT] | Pre-Market: $754.56 (-0.04%) $Invesco QQQ(QQQ)$ : 📈 Closed up 744.00 (+3.1%, previous close 721.34) [Data as of 06/16 05:05 EDT] | Pre-Market: $745.15 (+0.15%) $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ : 📈 Closed up 518.44 (+1.0%, previous close 513.06) [Data as of 06/16 05:05 EDT] | Pre-M
689
·
06-16
Option Focus | Microsoft Sees Over $27M in Deep In-The-Money Put Buys, Institutions Position for Downside Protection as Sentiment Turns Bearish
$Microsoft(MSFT)$ closed at $399.76, up 2.31%. Despite the stock’s gain, the options market saw two unusually large deep in-the-money put purchases totaling more than $27 million, suggesting institutional capital is actively positioning for medium- to long-term downside risk. Overall derivatives flow indicates a notable shift toward bearish sentiment. Options Metrics Overview MSFT’s current implied volatility (IV) stands at 32.75%, with an IV percentile of 85.26%, placing it in a relatively elevated range and indicating that options are priced at a premium compared with recent history. Meanwhile, the IV/HV ratio is 0.93, suggesting implied volatility is slightly below realized volatility, though overall pricing still reflects heightened expectatio
60.98K
·
06-16
Elliott Wave View: Dow Futures (YM ) Breakout Signals Start of New Bullish Phase
Dow Futures (YM_F) ended their correction against the cycle from the March 30, 2026 low and extended higher. The rally from that low completed wave 1. The pullback in wave 2 unfolded as a zigzag Elliott Wave structure. Within this correction, wave ((a)) ended at 50624, wave ((b)) concluded at 51331, and wave ((c)) finished at 49865. This sequence confirmed the completion of wave 2 at a higher degree. The Index has since resumed higher in wave 3. From the end of wave 2, wave (i) reached 51723, while the pullback in wave (ii) ended at 51230. The advance continued with wave (iii) finishing at 52380. The subsequent pullback in wave (iv) is proposed complete at 52080. Near term, expectations favor another leg higher in wave (v). That move should complete wave ((i)) of the larger degree. Afterwa
61.44K
·
06-16
TASI All Share Index Maintains Sideways Correction
The Tadawul All Share Index (TASI) is the benchmark of the Saudi Exchange, tracking the performance of all listed companies on its main market. Established in 1985, it reflects the overall health of Saudi Arabia’s equity market and is closely followed by regional and global investors. Calculated using free‑float market capitalization, TASI spans diverse sectors including energy, banking, petrochemicals, telecom, and real estate. Its movements are strongly influenced by oil prices and heavyweight listings such as Saudi Aramco, making it a key barometer of both local sentiment and broader economic trends. TASI Latest Elliott Wave Monthly Chart From 6.16.2026 TASI All Share Index Maintains Sideways Correction The latest chart highlights the long‑term cycle from the 2009 low, unfolding with ov
62.13K
·
06-16
Top 10 Tech Stocks to Watch in 2026
Technology remains the engine of global growth, and in 2026, a handful of companies dominate innovation, market capitalization, and investor attention. From mega-cap leaders shaping the S&P 500 to emerging players in AI and quantum computing, these stocks define the future of tech. in Group 3 at Elliott Wave Forecast, we’re fortunate to track most of these leading tech stocks in real time. Apple Inc. (AAPL) Apple continues to reinvent consumer technology. The AI-driven iPhone upgrade cycle and double-digit growth in services revenue (App Store, iCloud, Apple Music) keep it at the forefront. With a market cap near $4.5 trillion, Apple remains a cornerstone of tech portfolios. Microsoft Corp. (MSFT) Microsoft’s strength lies in enterprise dominance. Azure AI is expanding at 20%+ growth,
TOPApple at 4.5T and Azure still above 20% is the real tell. You buying the scale names or the AI beta names?