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Pinkspider

07-09 21:23

TESLA

GOOD NEWS 🤖 Several sources deep inside the supply chain have indicated that Tesla has finally handed down concrete procurement targets for Optimus components 🔥 These guidelines push suppliers to ramp up production capacity to an incredible 1,000 units a week by September this year, and scale up even further to between 2,000 and 2,500 units a week by the end of the year 🆒 Two insiders close to the suppliers noted that Tesla normally sorts its orders about two months in advance, and they've already spotted specific requests for hundreds of units queued up for August. Looking at these estimates, Tesla's supply chain will soon have the sheer capacity to churn out components for a massive 100,000 Optimus robots a year by the end of December 😍 Word on the street is that before locking in these

TESLA

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nerdbull1669

07-09 21:44

Delta Q2 2026 Earnings: High Stakes at the Peak of Summer Travel

$Delta Air Lines(DAL)$ is scheduled to report its fiscal Q2 2026 financial results tomorrow morning, Friday, July 10, 2026, before the market opens. The stock has had a phenomenal run so far this year—climbing over 20% year-to-date—buoyed by steady premium consumer demand and international bookings. Because expectations are riding high near multi-year peaks, the upcoming report will need to show solid execution on costs to sustain this momentum. The Headline Estimates Delta Air Lines (DAL) reported its fiscal Q1 2026 (March quarter) financial results on April 8, 2026. The report presented a classic "mixed bag" scenario: stellar demand and record top-line revenues alongside heavy, localized bottom-line pressure. 1. Q1 2026 Earnings Summary The Good:

Delta Q2 2026 Earnings: High Stakes at the Peak of Summer Travel

# 💰Stocks to watch today?(15 May）

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Shyon

07-09 22:12

I 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 susta

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

@Tiger_comments：

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

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

I 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 d...

TOPFabianGracie: HBM demand is the whole point here, I’m holding Micron and not blinking

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Shyon

07-09 23:06

I'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 re

I'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 inst...

# SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?

TOP1PC: Nice Sharing 😁 Good luck 🤞 @Barcode @JC888 @Aqa @DiAngel @koolgal @SherniceXuan 2000

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Barcode

07-10 06:04

$Pepsi(PEP)$ $Coca-Cola(KO)$ $Mountain Energy, Inc.(MTEI)$ 🥤 $PEP Q2 2026: International Strength Masks a Weakening U.S. Business 📉🌍 Options traders entered PepsiCo’s earnings expecting a bullish surprise. Instead, they got respectable headline numbers hiding a much weaker underlying story, and sentiment reversed almost instantly. 📉 Put volume is running at 4x the normal intraday pace. 👀 The weekly 7/10 $140 Put has become today’s most actively traded contract. Pre-earnings positioning tells the story. • 50-day Call/Put Volume Ratio sits in the 91st percentile. • SOIR ranks in the 4th percentile, reflecting heavy call positioning before results

$Pepsi(PEP)$ $Coca-Cola(KO)$ $Mountain Energy, Inc.(MTEI)$ 🥤 $PEP Q2 2026: International Strength Masks a Weakening U.S. Business 📉🌍 Options trader...

# 💰Stocks to watch today?(15 May）

TOP1PC: Nice Sharing 😁 @JC888 @Aqa @DiAngel @koolgal @Shyon @SherniceXuan 2000

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516

koolgal

07-10 07:42

🌟This is a total valuation reset which means the stock market is finally changing how it values companies for the long term. In the past memory chips were treated like simple commodities, similar to corn or oil. Prices went up when everybody bought new phones and crashed when companies made too many chips. AI has completely broken that old cycle. New AI memory (HBM) is specialised , custom built and completely sold out years in advance. For me the best choice would be A: HBM Leaders like $SK hynix(SKHY)$ and $Micron Technology(MU)$ is the smartest place to put my hard earned money. Because memory chips are in such high demand, the HBM leaders have all the power to raise prices. This mea

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

@Tiger_comments：

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

🌟This is a total valuation reset which means the stock market is finally changing how it values companies for the long term. In the past memory chi...

TOPwavyloo: HBM3E ramp still looks undercalled to me. SK hynix and Micron guides probably surprise higher

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678

koolgal

07-10 08:11

🌟🌟🌟Alibaba $BABA-W(09988)$ $Alibaba(BABA)$ recent explosive stock price surge following its forward looking Q1 financial report points to a powerful valuation repair. The rally was ignited by an internal briefing showing narrowing losses in its highly competitive eCommerce segment with a huge 40% revenue growth in Alibaba Cloud. Why this is a valuation repair? Alibaba has been severely beaten down over the last year due to weak domestic consumption and fears over its aggressive USD 56 billion AI infrastructure spend. For this to turn into a multi year upward trend, Alibaba must prove its massive AI investments can be successfully monetized. This initial surge is a much needed valuation repair.&nb

【🎁有獎話題】阿里大漲，Q1財報前瞻釋利好，是估值修復還是趨勢反轉？

@虎港通：

小虎們，在這美股存儲及芯片大跌，韓股數次熔斷，全球外圍投資環境陰霾籠罩之時！[Surprised] $阿里巴巴-W(09988)$ 上演大象起舞，昨日盤中大漲超13%，市值重返兩萬億，帶領港股科網股強勢反攻， $恆生科技指數(HSTECH)$ 昨日一度大漲進5%！[666][Call] 此外 $小米集團-W(01810)$ ， $快手-W(01024)$ ， $聯想集團(00992)$ ， $百度集團-SW(09888)$ 等領漲！據悉是阿里27年Q1財報的前瞻對應自然年2026年4月至6月釋放了利好！[Applaud] 顯示阿里雲收入增長加速至45%左右，大超市場預期！此外國家外匯儲備也宣佈將繼續提高在香港的資產配置比例！[Allin] 阿里強勢的財報前瞻，國家營造的良好投資環境，加上韓國資金的避險迴流集體推動了港股這波反彈，那麼你認為這是估值修復還是趨勢反轉呢？[YoYo] 阿里巴巴今日早盤一度續升5% 一、阿里巴巴「大象起舞」：三大信號引爆市場 7月8日， $阿里巴巴-W(09988)$ 收漲12.21%，報107.5港元，成交額296億港元，貢獻恆指186點，

【🎁有獎話題】阿里大漲，Q1財報前瞻釋利好，是估值修復還是趨勢反轉？

🌟🌟🌟Alibaba $BABA-W(09988)$ $Alibaba(BABA)$ recent explosive stock price surge following its forward looking Q1 financial report points to a powerfu...

TOPembraceit: Yes, indeed, it is recuperating. It is showing signs of recovery and has the potential to come back stronger and more resilient.

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koolgal

07-10 08:27

🌟🌟🌟I choose a combination of Choice B and Choice D. In fact, I believe that this is one of the most successful strategies in the world. I call it the Core and Satellite investment model. By blending both choices, I create a portfolio that gives me the best of both worlds: the unshakeable safety of broad based index funds wrapped around a few high performing individual stocks. Choice D: This is the core of my portfolio which I will invest in $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks the best 500 stocks in the US and $SS SPDR STI ETF(ES3.SI )$ which covers exposure to Singapore's best 30 blue

🌟🌟🌟I choose a combination of Choice B and Choice D. In fact, I believe that this is one of the most successful strategies in the world. I call it t...

# Markets Rotate: Defend or Buy the Tech Dip?

TOPskippix: I bumped my satellite to 20% too, AI did the heavy lifting lol

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428

nerdbull1669

07-10 08:36

High-Probability AVGO Bull Put Spread Ahead of Q3 2026 Earnings

The major move we saw in the chip sector on July 9, 2026, has completely shifted the near-term momentum. The broader $Philadelphia Semiconductor Index(SOX)$ Philadelphia Semiconductor Index bounced back over 3%, largely recovering from a "sell-the-news" dip earlier in the week following Samsung's earnings. Here is how the $30 billion Apple-Broadcom deal influences the landscape, what to expect from other semi giants, and how to approach our Bull Put options strategy. The $30B Deal & AI Order Acceleration While $Broadcom(AVGO)$ Broadcom’s massive $30B+ multi-year deal with Apple is primarily focused on U.S.-manufactured radio frequency (RF) and wireless connectivity components (like FBAR filters) via Ap

High-Probability AVGO Bull Put Spread Ahead of Q3 2026 Earnings

# Broadcom Gains 4.8% on Record $30B Apple Chip Deal — Will AI Orders Accelerate?

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nerdbull1669

07-10 10:16

SOX Earnings Preview: ASML, TSMC, and AMD Anchor the Next Phase of the AI Semiconductor Infrastructure Rally

The sharp rebound on July 9, 2026, highlighted a classic market dynamic: structural, long-term secular growth stories reasserting themselves the moment macro headwinds catch a breath. Here is a breakdown of how the geopolitical shift and semiconductor sentiment are interacting, and what it means for the rest of July. Ceasefire Collapse vs. Corporate Earnings Focus Investors have not entirely forgotten the geopolitical risks, but they have rapidly adapted to them. When the U.S.-Iran ceasefire (originally struck on June 17) collapsed on July 8 following renewed friction in the Strait of Hormuz, the knee-jerk reaction was standard macro panic: oil spiked past $80/bbl, inflation fears flared, and the Dow dropped over 500 points. However, by July 9, that anxiety was largely contained. A few fac

SOX Earnings Preview: ASML, TSMC, and AMD Anchor the Next Phase of the AI Semiconductor Infrastructure Rally

# 💰Stocks to watch today?(15 May）

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Mkoh

07-10 10:23

The Great Oil Purification: Why the Survivors of Negative Crude Are Poised for the Next Secular Bull

The history of commodity markets is written in cycles of violent destruction and hard-fought renewal. From the wild macro swings of the 1980s to the historic commodity supercycles, the most profound generational wealth is rarely generated at the absolute peak of speculative euphoria. Instead, it is captured by investing in the hardened survivors left standing after a brutal market washout has buried the weak hands. The ultimate case study for this cyclical purification occurred in April 2020. Crude oil did not merely decline; West Texas Intermediate (WTI) plummeted into negative territory for the first time in financial history, forcing traders to pay buyers to take physical delivery of oil barrels. This unprecedented storage squeeze acted as a rapid extinction event for a bloated, heavily

The Great Oil Purification: Why the Survivors of Negative Crude Are Poised for the Next Secular Bull

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Shernice軒嬣 2000

07-10 12:04

SK Hynix at 4.5x Forward P/E: The AI Leader the Market Still Prices Like a Cyclical

The Financial Times recently reported that SK Hynix's ADR offering was seven times oversubscribed, with more than 500 institutional investors competing for shares. Even investors such as Leo and Philippe reportedly received smaller allocations because demand far exceeded supply. $SK hynix(SKHY)$ $hynix-WI(SKHYV)$ Yet the most striking detail wasn't the demand. It was the valuation. The report noted that SK Hynix's Korean-listed shares were trading at just 4.5x forward earnings. 4.5x. Let that sink in. One of the most fascinating things about SK Hynix is how consistently the market has refused to rerate the business. Since 2025, its forward P/E has hovered around just 6x, and now, despite be

SK Hynix at 4.5x Forward P/E: The AI Leader the Market Still Prices Like a Cyclical

# 💰Stocks to watch today?(15 May）

TOP1PC: Nice Sharing 😁 @DiAngel @Aqa @JC888 @Barcode @koolgal @Shyon

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orsiri

07-10 12:25

The Trillion-Dollar Gravity Well: Is SpaceX Building the Future or Pricing It In?

When the Biggest Debate Isn’t About Rockets Wall Street rarely disagrees politely, but the battle over SpaceX has become something else entirely. Barely a month after its blockbuster June listing, analysts have somehow managed to look at exactly the same company and conclude it is worth anything between $63 a share, according to Morningstar, and $800, according to Raymond James. That unprecedented $738 valuation spread is not simply a difference of opinion; it is a philosophical argument wearing a spreadsheet. Wall Street cannot escape SpaceX's valuation gravity I find that fascinating because this is no longer a debate about aerospace. It is a debate about what investors believe the next industrial platform will be. At around $150 per share, the market is effectively asking one simple que

The Trillion-Dollar Gravity Well: Is SpaceX Building the Future or Pricing It In?

# 💰Stocks to watch today?(15 May）

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340

TigerOptions

07-10 14:09

Why PEP Fell After Beating Earnings

$Pepsi(PEP)$ beat earnings. But the stock still fell. That tells us something important about today’s market: Investors are no longer rewarding “good enough” numbers. They want clean growth. PepsiCo reported stronger-than-expected revenue, helped by international demand. But the problem is North America. Its food business in North America declined. Consumers are becoming more price-sensitive. Higher fuel costs are hurting impulse purchases. And even price cuts on brands like Lay’s and Doritos were not enough to fully restore momentum. That is the real issue. PepsiCo is not collapsing. But the market is questioning whether the company still has the same pricing power it enjoyed during the inflation boom. During the last few years, consumer staples c

Why PEP Fell After Beating Earnings

# 💰Stocks to watch today?(15 May）

TOPMorganHope: I compared North America food vs beverage margins too — snacks softening is the bigger tell. Feels more like pricing power fade than a dip buy

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AfraSimon

07-10 15:23

SpaceX, SNDK & the S&P 500: 5 Charts Raising Eyebrows

Today's market is sending a mix of bullish opportunities and cautionary warnings. From Morgan Stanley's bullish outlook on SpaceX to extreme optimism in the S&P 500 options market, alongside notable weakness in Costco and Pepsi, these five charts highlight where investors should be paying close attention next. 1. $SpaceX(SPCX)$ SpaceX will double from today's prices, forecasts Morgan Stanley, which just gave $SPCX a $300 price target 🚨 For magnified exposure, consider the Tradr 2X Long SpaceX Daily ETF $Tradr 2X Long SpaceX Daily ETF(SPCM)$ 2. $SanDisk Corp.(SNDK)$ Sandisk has plunged 18% from June's ATH, and while that might be a buy-the-dip opportunity for

SpaceX, SNDK & the S&P 500: 5 Charts Raising Eyebrows

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IPO_Focus

07-10 15:23

MiniMax Raises Another HK$16 Billion as Domestic Foundation Models Ignite a Financing Boom

MiniMax Secures HK$16 Billion in New Funding Round $MINIMAX-WP(00100)$ In early trading day, MiniMax completed a fresh financing round of HK$16 billion. The transaction attracted a broad coalition of top-tier international sovereign wealth funds, long-only funds, leading Chinese institutional investors, and premier multi-strategy funds, with participation spanning Asia‑Pacific, Europe, and the U.S. markets. Among them were more than 20 long-only and sovereign investors, while a number of pre-IPO and cornerstone backers increased their stakes during this round. According to sources, the offering drew interest from over 100 institutions and achieved 7× oversubscription. The initial deal size was set at roughly US$1.8 billion, but st

MiniMax Raises Another HK$16 Billion as Domestic Foundation Models Ignite a Financing Boom

# HKEX Stocks Opportunities

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SG Visual Research

07-10 15:23

SK Hynix’s U.S. Listing: Why the AI Memory Chip Chain Is Back in Focus

$SK海力士(SKHY)$ $美光科技(MU)$ $闪迪(SNDK)$ SK Hynix raised about US$26.5bn in its Nasdaq ADR debut, putting the AI memory chip chain back in focus. The key point is not just another chip listing. It reflects investor demand for AI memory exposure. The AI trade is not only about GPUs. As model training, inference and data-center expansion continue, HBM, DRAM, NAND, server storage and semiconductor equipment are becoming more important. That is why investors are looking beyond GPU leaders toward names such as SK Hynix, Micron, SanDisk, Western Digital, Applied Materials, Lam Research and KLA. The caveat: memory remains cyclical. Long-term

SK Hynix’s U.S. Listing: Why the AI Memory Chip Chain Is Back in Focus

# SK Hynix Hits Nasdaq, Raises $26.5B at 7x Oversubscription — Is Memory's Super-Cycle Here?

TOPBlack83black: What time SK Hynix ADR share can be purchase?

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Semi_Dig

07-10 15:36

Forget IPOs, SK Hynix's Nasdaq Arrival Is 2026's Real AI Story

Today marks a significant moment for the AI trade. SK Hynix begins trading on the Nasdaq under $SK hynix(SKHY)$ . Many investors are calling it an IPO. Technically, it isn't. It's an ADR (American Depositary Receipt)—SK Hynix has been publicly traded in South Korea for decades. The Nasdaq listing simply gives U.S. investors easier access to one of the world's most important AI infrastructure companies. That distinction matters. Because this isn't about discovering a new company. It's about expanding access to one that already sits at the center of the AI supply chain. Why SK Hynix Matters So Much When investors talk about AI, most conversations revolve around Nvidia. But GPUs are only half of the story. Every Blackwell GPU depends on High Bandwidt

Forget IPOs, SK Hynix's Nasdaq Arrival Is 2026's Real AI Story

# SK Hynix Hits Nasdaq, Raises $26.5B at 7x Oversubscription — Is Memory's Super-Cycle Here?

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Tiger_SG

07-10 16:00

From Hardware to Revenue: The Agentic AI Shift— July 28 Seminar

We are entering the AI monetisation phase, driven by Agentic AI. The AI opportunity is no longer limited to hardware companies. As AI monetisation accelerates, investors are likely to look beyond semiconductors toward cloud providers, AI model companies, and software firms that can turn AI usage into recurring revenue. Join us on 28 July (Tuesday) for an in-person seminar on Agentic AI Stocks. @Tiger_James Ooi

From Hardware to Revenue: The Agentic AI Shift— July 28 Seminar

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Tiger_story

07-10 16:11

Trading Stories: How to be the Winner in the Market?

Hello everyone! Today i want to share some investing stories and targets with you! Hope you can enjoy it! 1 Can AI answer the $3 trillion question? Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on the implications of Silicon Valley's titanic spend on AI infrastructure. In 2023, he was reacting to $NVIDIA(NVDA)$'s reported annual GPU revenue of $50 billion. Starting with that figure, and adding in the implied costs of operating the data centers and the margins for their operators, he deduced that $200 billion in revenue would be required to pay back the up-front investment. He took it as a challenge, asking entrepreneurs to come up with AI products and services to make use of

Trading Stories: How to be the Winner in the Market?

# AI Companies and Industry DIG

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