360
·
07-21 11:19
Why Tesla’s Delivery Recovery May Not Be Enough to Satisfy the Market
$Tesla Motors(TSLA)$ enters its July 22 earnings report with an unusual conflict between stronger operating volume and increasingly demanding financial expectations. On July 2, Tesla reported second-quarter production of 451,758 vehicles and deliveries of 480,126 vehicles. Deliveries exceeded production by more than 28,000 units, suggesting the company reduced finished-vehicle inventory during the quarter. Energy-storage deployments reached 13.5 GWh. Tesla’s official delivery report also shows that Model 3 and Model Y accounted for 467,762 deliveries, leaving only 12,364 for Tesla’s other models. Tesla delivered 480,126 vehicles during Q2 beating expectations of 406K The year-over-year comparison is encouraging.
927
·
07-20
$MINIMAX-W(00100)$ 今日眼見大市回升。而它竟然下跌。令我認為有不妥。所以我決定加倉。係207.2再買80股。而之後繼續下跌。連200大關都失守。證明我看錯了[喷血] [喷血] [喷血]
4.57K
·
07-20
$FI2 CSOP HSI(07500)$ [开心] [开心] [开心] [开心] 今日又可以入返貨，你估吓今日大升之後又會唔會大跌？不過最近真係好波動，大家要小心
07500
07-20 09:59
HKFI2 CSOP HSI
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 1.73 3,000 | -1.15% Holding |
181
·
07-20 21:36
$SKHY 20260724 100.0 PUT$ 大力士今晚回升。一開市趁仲算係好價。我緊係唔會放過呢個機會賣put喇。上周咁差都仲有160。今周正常唔會低過100。大手賣5張。應該easy win[贱笑] [贱笑]
SKHY PUT
07-20 21:32
US20260724 100.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.20 5Lot(s) | +85.00% Holding |
369
·
07-21 11:33
Why Microsoft’s Helios Commitment Could Mark a Turning Point for AMD’s AI Strategy
$Advanced Micro Devices(AMD)$’s expanded partnership with $Microsoft(MSFT)$ is significant because it moves the company beyond selling individual accelerators and toward supplying an integrated AI-computing platform. On July 20, Microsoft announced that Azure would deploy AMD’s Helios rack-scale infrastructure for frontier-model inference and other AI services. Helios combines MI455X accelerators, next-generation EPYC processors, Pensando networking products and AMD’s ROCm software environment. Systems are expected to begin reaching customers during the second half of 2026. Microsoft’s announcement and AMD’s technical overview both describe a much broader collaboration than a conventional processor-supply
379
·
07-21 11:57
Why AMC’s Record Quarter Improves the Business Without Removing the Balance-Sheet Risk
$AMC Entertainment(AMC)$’s second-quarter report was more than a temporary earnings beat. It provided genuine evidence that cinema economics can recover when the film slate, attendance and premium formats work together. It did not, however, resolve the company’s structural financial risks. AMC Entertainment Holdings, Inc. Reports Second Quarter 2026 Results, Delivering the Highest Quarterly Revenue and Adjusted EBITDA in Its 106-Year History Second Quarter 2026 Summary Results Compared to the Second Quarter On July 20, $AMC Entertainment(AMC)$ reported second-quarter revenue of $1.597 billion, up 14.2% from $1.398 billion one year earlier. Adjusted EBITDA increased 69.6% to $321.4 million, operating cash fl
2.33K
·
07-20 21:45
$AVGO LADDER 260720 PUT 385.0/PUT 380.0/PUT 382.5$ Not bad for re-entry and profit for 3 days. Take, not greedy.
AVGO Ladder
07-20 21:35
US385.0/380.0/382.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Debit Close | 1.60 3 | -- Closed |
TOPzippiee: Nice 3-day scalp, taking profit here makes sense
242
·
07-21 13:30
Why Exxon’s Oil Rally Is Both an Earnings Tailwind and a Geopolitical Trap
$Exxon Mobil(XOM)$ is benefiting from higher oil prices, but the current situation demonstrates why an energy producer’s earnings do not always move neatly with the spot price of crude. On July 20, Brent crude briefly traded above $90 per barrel before retreating as investors assessed the possibility of mediation in the US–Iran conflict. Disruption around the Strait of Hormuz has increased the risk premium in crude and refined products. The price move occurred on July 20; reports were published the same day. The Financial Times’ oil-market report describes both the surge and subsequent pullback. Higher oil prices normally strengthen Exxon’s upstream earnings because each barrel becomes more valuable while many production costs remain comparatively
2.47K
·
07-20 21:50
$CRM 20260731 187.5 CALL$ Covered call Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $12,511
CRM CALL
07-20 21:49
US20260731 187.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.15 1Lot(s) | +62.61% Holding |
283
·
07-20 22:18
$CRWV 20260731 62.0 PUT$ Good entry price to own it if the price drops further, if not just earn the premium as lunch money.
CRWV PUT
07-20 22:17
US20260731 62.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.02 2Lot(s) | +59.81% Holding |
53
·
07-20 22:48
$SOXL 20260821 20.0 PUT$ 這個月預定的主要期權SP倉位SOXL最低價20，另再SC SPCX最高價450。
SOXL PUT
07-20 22:47
US20260821 20.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.24 3Lot(s) | +45.84% Holding |
9.08K
·
07-20 22:57
$INTC 20260722 100.0 CALL$ Momentum lost, selling a 2DTE @ 100, fine with collect the premium to reduce avg cost or letting it get called away. Would like to participate in the earnings report on Thursday tho. We'll see how it goes. 😊
INTC CALL
07-20 22:52
US20260722 100.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.25 1Lot(s) | -21.33% Holding |
TOPI sold the same expiry too — 100 means you want the premium more than upside?
4.39K
·
07-21 00:10
$COIN DIAGONAL 260724/260807 PUT 175.0/PUT 170.0$ Rolled expiring put down and out for more premiums, not sure what will happen to it's share price after it's earnings. Pretty sure the numbers won't be pretty to look at, wondering if it will drop or continue to mirror the price of BTC and ETH.
COIN Diagonal
07-20 23:40
US175.0/170.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -2.20 1 | -- Closed |
TOPRevenue misses and weak volume probably drag it lower, then BTC saves it lol
5.14K
·
07-21 13:52
$ARM Holdings(ARM)$ The recent semiconductor correction has been uncomfortable, but for me it has also created an opportunity. Instead of trying to predict the exact bottom, I've chosen to dollar-cost average (DCA) into ARM during this pullback. The recent selloff has been driven more by concerns over AI capital spending, higher interest rates, and broad deleveraging than by any major deterioration in ARM's long-term business. When quality companies are sold alongside the rest of the sector, I see that as a chance to gradually build a position. What continues to attract me to ARM is its unique business model and dominant ecosystem. Unlike traditional chip manufacturers, ARM licenses its architecture and collects royalties from billions of devi
TOP[Cool]Very informative. Thanks!
10.11K
·
07-21 17:48
Google Earnings Countdown: Is $180 Billion of AI Spending Starting to Pay Off?
Alphabet will report its second-quarter results on Wednesday after the U.S. market closes. This earnings release matters far beyond $Alphabet(GOOGL)$ itself. TSMC and ASML have already shown that demand for advanced chips and semiconductor equipment remains strong. Google now has to answer the next question in the AI value chain: Can all that spending on chips, servers and data centers turn into cloud revenue, advertising growth and free cash flow? Wall Street currently expects roughly $116.8 billion in Q2 revenue, including about $22.2 billion from Google Cloud. Options markets are pricing in an earnings move of around 5.3%. The first test: Can Google Cloud keep growing above 60%? Google Cloud was Alphabet’s strongest business in the first quart
TOPFor me, $Alphabet(GOOGL)$ Google Cloud is the key metric. TSMC and ASML have confirmed strong AI infrastructure demand, but Alphabet now needs to prove that its heavy AI investment is translating into sustainable Cloud revenue and healthy margins. I'm also watching AI Search monetization. It's not enough to increase user engagement—Google must maintain advertising revenue while keeping AI inference costs under control. That will determine whether AI strengthens its core business. Overall, I think Alphabet is becoming a leading end-to-end AI platform. If it delivers strong Cloud growth, solid AI monetization and confidence in free cash flow despite high capex, the long-term AI story becomes much more convincing. I’ll also be listening closely to management’s guidance on 2027 AI spending and TPU commercialization. Those updates could shape sentiment not only for Alphabet, but for the entire AI supply chain. @TigerStars @Tiger_comments @TigerClub
140
·
07-21 10:48
$BlackBerry(BB)$ still holding...
2.67K
·
07-21 10:56
$Advanced Micro Devices(AMD)$
TOPAMD dip buy works till it doesn’t lol TSLA still got juice 🚀
59
·
07-21 15:33
【Livestream Recap | Why do pros love 0DTE for events? 】
【Livestream Recap | Understanding SPX 0DTE Market Events, AI and the H2 2026 Outlook】 Hi Tigers! In this session we dug deep into SPX 0DTE, options market structure, event-driven trading, and the H2 2026 AI outlook. From "how SPX differs from SPY," to "why 0DTE exploded after 2022," "why pros love 0DTE for event trading," and "why AI's real impact may not be fully priced yet" — the flow was clear, layered, and full of substance. 【About the Guest】 Our speaker, Selena Han, is the founder of Han Insights and an independent researcher. She spent eight years at CBOE — the largest equity options exchange in the U.S. — as its first and only economist at the time. What makes her perspective unique: she looks at markets not just from the investor side, but from the exchange and market-structure sid
147
·
07-21 15:29
【Livestream Recap | Why did 0DTE explode after 2022?】
【Livestream Recap | Understanding SPX 0DTE Market Events, AI and the H2 2026 Outlook】 Hi Tigers! In this session we dug deep into SPX 0DTE, options market structure, event-driven trading, and the H2 2026 AI outlook. From "how SPX differs from SPY," to "why 0DTE exploded after 2022," "why pros love 0DTE for event trading," and "why AI's real impact may not be fully priced yet" — the flow was clear, layered, and full of substance. 【About the Guest】 Our speaker, Selena Han, is the founder of Han Insights and an independent researcher. She spent eight years at CBOE — the largest equity options exchange in the U.S. — as its first and only economist at the time. What makes her perspective unique: she looks at markets not just from the investor side, but from the exchange and market-structure sid
325
·
07-21 15:37
【Livestream Recap | AI's real impact may not be fully priced yet】
【Livestream Recap | Understanding SPX 0DTE Market Events, AI and the H2 2026 Outlook】 Hi Tigers! In this session we dug deep into SPX 0DTE, options market structure, event-driven trading, and the H2 2026 AI outlook. From "how SPX differs from SPY," to "why 0DTE exploded after 2022," "why pros love 0DTE for event trading," and "why AI's real impact may not be fully priced yet" — the flow was clear, layered, and full of substance. 【About the Guest】 Our speaker, Selena Han, is the founder of Han Insights and an independent researcher. She spent eight years at CBOE — the largest equity options exchange in the U.S. — as its first and only economist at the time. What makes her perspective unique: she looks at markets not just from the investor side, but from the exchange and market-structure sid