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07-09
$Palantir Technologies Inc.(PLTR)$ After spending the past few months building positions in AI infrastructure and semiconductor names, I've also started accumulating PLTR during this round of market weakness. My thesis is simple: AI isn't just about building faster chips—it also needs software that helps governments and enterprises turn massive amounts of data into better decisions. Palantir sits right at the intersection of AI, data analytics, and mission-critical software, making it one of the few companies already generating meaningful revenue from real-world AI adoption today. One reason I'm comfortable collecting PLTR is the company's improving fundamentals. Revenue growth continues to be supported by both commercial and government custo
PLTR
07-08 01:38
USPalantir Technologies Inc.
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 137.68 | -8.08% Holding |
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 2000
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07-09 08:20
$COIN CALENDAR 260724/260710 PUT 175.0/PUT 175.0$ Rolled expiring in the money put for a credit again, milking more premiums out of this trade for as long as I can while waiting for rotation into the crypto space. I don't know when exactly the 4 year cycle is coming to an end, but it will be very obvious when it comes.[Mybad]
COIN Calendar
07-08 22:41
US175.0/175.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -3.42 1 | -- Closed |
TOPRSI still not cooked on weekly, I’m riding LEAP calls too
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07-09 20:26
$QCOM Climbs 2% as Chip Stocks Stabilize
$Qualcomm(QCOM)$ $Qualcomm (QCOM) Pushes +1.96%: Chip Giant Rebounds from Support, Eyeing $200+ Zone 📈 Latest Close Data 🗓️ Closed at $186.56 on 2026-07-09, up +1.96%. The stock is ~$73.36 (-28.2%) below its 52-week high of $259.92. Core Market Drivers 🚀 The stock's recent rebound is supported by a positive shift in capital flows, turning net positive over the last two trading days. The broader semi-conductor sector remains a key beneficiary of sustained AI infrastructure investment, providing a favorable macro backdrop. Company-specific news remains light, with focus on execution of its core licensing and chipset strategies. Technical Analysis 📊 Volume was 10.31M shares, with a Volume Ratio of 0.54, indicating subdued activity. Th
222
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07-09 20:18
$ZM Reclaims $87, Next Stop $96?
$Zoom(ZM)$ $Zoom (ZM) Gains +2.01%: AI-Driven Rebound Tests Key $87.4 Pivot, $114 Target in Sight 📈 📊 Latest Close Data: Closed at $87.40 on July 9, up +2.01% for the day. The stock remains ~23.8% below its 52-week high of $114.74. 💡 Core Market Drivers: 1) Recent price action reflects a technical rebound from oversold conditions, with increased trading volume (Volume Ratio: 1.11) suggesting renewed interest. 2) Market sentiment is cautiously optimistic, driven by the company's ongoing AI product rollouts (e.g., ZoomMate, Agent Architect) which aim to boost enterprise spending. 3) The broader application software sector remains volatile, influencing short-term price swings. 📈 Technical Analysis: The RSI(6) at 50.64 has moved above th
439
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07-09 19:55
$WDC Holds Key Support, Eyes Recovery Toward $570
$Western Digital(WDC)$ $Western Digital(WDC) Rallies +3.42%: Key Support Holds at $526, Bullish Divergence Emerges 📈 Latest Close Data: WDC closed at $550.30 (+3.42%) on 2026-07-09, holding above the key support level of $526.00. The stock is trading ~31.2% below its 52-week high of $799.87. Core Market Drivers: The broader storage sector is seeing positive sentiment, potentially driven by AI-related demand and improved industry pricing dynamics. Company-specific news flow has been light, with focus remaining on execution of its strategic plans and capital allocation. Technical Analysis: 📊 Volume: Daily volume of 6.87M shares was below average (Volume Ratio: 0.82), suggesting a lack of aggressive selling pressure. RSI (6): Currently
246
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07-09 19:15
$NXPI Rebounds 3.9%, Bulls Eye a Break Above $285
$NXP Semiconductors NV(NXPI)$ $NXP Semiconductors (NXPI) Rallies +3.90%: Chip Giant Reclaims $285, Eyes Key Resistance Break Latest Close: 📈 Closed at $283.81, up +$10.66 (+3.90%). The stock is now ~16.5% below its 52-week high of $339.95. Core Market Drivers: 🚀 The rally is fueled by a broad semiconductor sector rebound and positive sentiment around NXP's business expansion (e.g., recent RFID chip partnership with SF Express for smart logistics). The stock is recovering from recent weakness linked to sector rotation and AI exposure concerns. Technical Analysis: 📊 Volume: 3.74M shares traded, with a Volume Ratio of 0.83, indicating slightly below-average activity, suggesting the rally may need stronger volume confirmation. RSI (6):
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07-09 19:18
[Events] Guess SKHY's IPO Closing Price — Win 888 Tiger Coins!
AI memory leader $SK hynix(SKHY)$ is coming to Nasdaq. SK Hynix is one of the world’s largest memory chipmakers and a key supplier of HBM, the high-bandwidth memory used in AI data centers. As AI demand continues to drive the chip market, SK Hynix has become one of the most closely watched names in the global AI hardware trade. Now, U.S. investors may finally have an easier way to trade the stock through its Nasdaq-listed ADR. The listing is already drawing strong interest. According to market reports, demand for the IPO has been more than 7 times oversubscribed, with participation from global funds, tech investors, sovereign wealth funds and Asian investors. Where do you think $SK hynix(SKHY)$ will close
TOPI'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions recently. Even so, my final prediction is $193, and I'm looking forward to seeing how the market values one of the world's leading AI memory companies on its Nasdaq debut. @TigerEvents @TigerStars @TigerClub @Tiger_comments
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07-09 18:35
$AMBA's Rebound Faces Its Biggest Test at $82
$Ambarella(AMBA)$ $Ambarella, Inc. (AMBA) Rebounds +4.07%: AI Edge Play Holds $71 Support, Eyes $82 Resistance 🚀 Latest Close Data: 🔵 AMBA closed at $74.74 on 2026-07-09, up +4.07% ($2.92). The stock remains ~22.7% below its 52-week high of $96.69. Core Market Drivers: 📈 The stock is recovering from a sharp sell-off on 07-07 (-8.06%), which was part of a broad semiconductor sector decline (NVDA, INTC, AMD all down). Investor focus remains on the company's long-term edge AI potential, highlighted by its recent multi-billion dollar partnership with Hanwha. Technical Analysis: 📊 Volume & Momentum: Trading volume was 1.75M shares (Volume Ratio 0.52), indicating relatively light participation in the rebound. The latest MACD shows a
860
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07-09 17:53
$AVGO Is Knocking on the Door of a Breakout
$Broadcom(AVGO)$ $Broadcom Inc. (AVGO) Jumps +4.83%: AI Giant Reclaims Momentum Above $388 🚀 Latest Close Data 📊 Closed at $388.69 on 2026-07-09, up +4.83% (+$17.91). The stock is now $106.31 below its 52-week high of $495.00. Core Market Drivers ⚙️ The stock is riding the broader AI infrastructure wave, with strong institutional capital flow data showing net inflows over recent sessions. News highlights include industry-wide focus on AI server power components (like DC/DC modules), a sector where Broadcom is a key player, and general positive momentum in the semiconductor space. Technical Analysis 📈 Volume was solid at 31.62M shares (Volume Ratio: 1.24). The latest MACD shows a bullish crossover with a positive histogram value of
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07-09 17:37
Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?
Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta
TOPI believe AI is changing how I view the memory sector. Instead of focusing only on DRAM cycles and inventories, I now pay closer attention to HBM demand and AI infrastructure spending. As long as AI data center investment remains strong, memory has the potential to become a structural growth story. Among the names mentioned, I remain most bullish on $Micron Technology(MU)$ for its HBM leadership, while also watching $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ as key beneficiaries of the AI ecosystem. I believe the biggest winners will be companies that can sustain innovation and pricing power. That said, the memory cycle hasn't disappeared. Future capacity expansion could still create volatility, so I'll continue to dollar-cost average rather than chase rallies. If AI demand continues to grow, I believe the long-term outlook for leading memory companies remains attractive. @Tiger_comments @TigerClub @TigerStars
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07-08
The Trade After the Trade: When the Hype Fades, Where Does the Money Actually Go? SpaceX made it onto the index. Then it made a different kind of history. The stock's post-inclusion slide has become one of the more talked-about trades of the summer — not because anyone is shocked that a hyped debut pulled back, but because of how fast the crowd moved on. Meanwhile, the semiconductor names that carried the first half are starting to look tired. Goldman's Tony Pasquariello is flagging sentiment at a 98th-percentile extreme. And Morgan Stanley's Michael Wilson just called semis a silver-like parabolic trade running out of runway. Neither is calling the AI cycle dead. Both are saying the easy part is over. Falling Like a Rocket...? The excitement around
TOPGot burned chasing Nvidia last year, so I trimmed TSM and AMD fast. Hardware looks crowded here — software gets the next bid?
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07-08
I'm leaning toward B. I agree AI and Financials remain two of the strongest long-term themes, but I wouldn't mirror someone else's concentrated portfolio. I continue adding to AI infrastructure names during pullbacks because I believe the demand for compute, memory, networking, and enterprise AI is still in its early stages. At the same time, I prefer managing risk through diversification. One strategy I already use is buying into volatility. When quality companies correct without a major change in fundamentals, I see it as an opportunity to average up or DCA into my highest-conviction positions. Volatility often creates attractive entry points for long-term investors. In the end, I don't invest based on who is buying. I focus on business quality, earnings growth, valuation, and long-term
TOPI’ve been adding on pullbacks too — compute, memory, networking still feel early, and copying someone else’s concentration is where people get smoked
59.79K
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07-08
GDX Elliott Wave Bearish Sequence Intact as it Turns Lower in Renewed Weakness
GDX Elliott Wave Bearish Sequence Intact as it Turns Lower in Renewed Weakness By EWFHendraJuly 8, 2026 · 2 min read The Gold Miners ETF (GDX) continues to exhibit an incomplete bearish sequence from the March 2, 2026 high, and this structure still favors additional downside. The broader decline retains a clear impulsive and corrective rhythm, which strengthens the case for further weakness before a more durable recovery can emerge. The ideal downside target is measured by the 100% to 161.8% Fibonacci extension taken from the March 2 peak. This region, located at $33 to $59, represents a technically significant support zone where buyers may attempt to establish a three‑wave rally at minimum. The near‑term cycle from the June 18 high remains active and continues to unfold as a zigzag struct
281
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07-08
The Great Rotation: Positioning for the Market’s New Regime
The divergence between a relatively placid Volatility Index (VIX at 16) and the portfolio drawdowns experienced by many investors underscores a profound structural shift. We are not witnessing a systemic market liquidation; rather, we are navigating a aggressive, accelerating sector rotation out of overextended secular growth names and into under-allocated cyclical, value, and defensive pockets. For the past several quarters, crowded trades in semiconductors, artificial intelligence, and memory hardware drove major index returns. Today, those themes are taking a uniform haircut as institutional capital migrates toward areas offering superior relative valuation and earnings stability. To protect and grow capital in this environment, portfolios must pivot toward where capital is flowing, rat
300
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07-08
TSLA is at an important technical level. Around US$400 has become a clear battleground. If the broader market weakness persists, a brief break below US$400 and a fill of yesterday's gap would not be surprising. Gap fills are common after sharp rebounds and do not necessarily invalidate the longer-term trend. However, if TSLA quickly reclaims US$400 with strong trading volume, it would suggest institutional buyers are defending the level, keeping the bullish momentum intact. The reported price target increase and speculation around a potential SpaceX link provide positive sentiment, but unless supported by confirmed developments, macro conditions and overall tech market direction are still likely to dominate near-term price action. For now, I would watch US$400 more closely than daily headl
622
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07-08
The rotation looks significant, but I would avoid chasing it after a single session. A weak payroll report can support lower interest rates over time, which is often favourable for growth stocks. However, the immediate market reaction reflects investors reducing exposure to crowded AI infrastructure trades and rotating into sectors viewed as more defensive or less expensive. Rather than making a wholesale switch, I would prefer a balanced approach: Trim positions only if AI hardware names have become outsized in the portfolio. Keep exposure to high conviction AI leaders whose long-term earnings outlook remains intact. Gradually add quality value sectors if their fundamentals are improving, rather than buying solely because money rotated there for one day. Short-term rotations can reverse q
TOPI trimmed Nvidia last week too, this AI hardware dip looks buyable. Q2 capex guide is the real tell
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07-09
$Helen Of Troy(HELE)$ 🚨 HELE Q1 FY2027: Sales Are Back. Now Comes the Real Test. Helen of Troy ($HELE) finally delivered something investors have been waiting five quarters to see. Revenue growth is back. Q1 FY2027 revenue climbed 8.2% to $402.1 million, with organic sales up 7.4% across both business segments. Management also raised its full-year sales outlook, signalling the top-line recovery may finally be taking hold. But beneath the headline, the investment case is far less convincing. Adjusted EPS plunged 58.5% to $0.17, operating cash flow swung from +$58.3 million to -$0.6 million, and Beauty & Wellness operating income nearly halved. The headline GAAP EPS of $1.51 was largely driven by a one-time $1.74 gain from the sale of a distribu
TOPNice Sharing 😁 @Shyon @koolgal @JC888 @Aqa @DiAngel @SherniceXuan 2000
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07-04
🌟🌟🌟My H2 Lucky Stock is $Alphabet(GOOGL)$ . The wheel has spoken. Why is Google my Lucky Stock? Google is that friend who is always there when I need answers, when I need directions & when I need help with solving problems. Google is always there 24 hours, 7 days a week. Googje also happens to be my favourite stock of the Magnificent 7. We have bonded together when it went down below USD 100 & now when it is is above USD300. Google is the stock that has been quietly compounding, building AI infrastructure & quietly monetising every pixel of the internet. When I spin the Wheel of Fortune & landed on Google , I feel really lucky to have Google - a steady, disciplined AI powered giant to anchor my H2.
TOPNice Sharing 😁 @JC888 @Barcode @Shyon @Aqa @DiAngel @SherniceXuan 2000
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07-05
The Gold Rush Isn't Over, Just Catching Its Breath. Which Gold ETF to Buy? 🌟🌟🌟 Gold has had a wild ride lately. After hitting breathtaking highs, the market took a sharp downturn. If you watch the charts, you might feel a bit of a panic. But don't let fear dictate your next move. Right now, Gold isn't crashing. It is simply resting, cooling off and returning to a much healthier and more reasonable price range. The global forces keeping Gold strong, like central banks buying it up in massive quantities, have not changed. This pullback is just a rare second chance for investors who felt they missed the boat earlier this year. Smart Investors are Eyeing IAU Over GLD ETF If you want to add the safety of Gold to your portfolio today, how you buy it matt
TOPSwapped GLD into IAU last month purely for that 0.15% fee gap. If you’re holding long term, why pay more than you need to?