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07-29 15:43
$SKHY Delivered a Historic Quarter, So Why Did the Stock Sell Off?
$SK hynix(SKHY)$ just reported what should have been a dream quarter. Revenue reached ₩79.3 trillion, up 257% year over year. Operating profit surged 557%, while operating margin climbed above 76%, marking the strongest profitability level in the company’s history. And yet, the stock dropped sharply. The reason is simple: The results were incredible. The expectations were even higher. A Record Quarter Wasn't Enough Anymore For most companies, numbers like these would trigger a major rally. But SK Hynix has become one of the biggest symbols of the AI infrastructure boom. Investors were already pricing in an extraordinary future, not just strong current results. Revenue came in slightly below elevated expectations, and operating profit also missed s
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07-29 15:41
Apple Q3 Earnings Preview: Can Growth Momentum Sustain Its $5 Trillion Valuation ?
Apple is set to release its Q3 FY2026 earnings report after the market closes this Thursday. According to analyst forecasts, Apple’s revenue for Q3 FY2026 is expected to reach $108.853 billion, adjusted earnings per share are projected to reach $1.886. In terms of valuation, Apple’s current price-to-earnings ratio stands at 40.74, placing it at a relatively high level compared with the past five years. Apple's revenue is primarily generated from two major business segments: Services and Products. The Products segment, which includes iPhone, iPad, Mac, and Wearables, Home & Accessories, remains the dominant contributor to revenue. Among these, iPhone continues to be Apple’s largest revenue source, with sales expected to grow 20.22% year over year in the third fiscal quarter. Notably, Ap
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07-29 15:58
Amazon Q2 Earnings Preview: AWS Drives Growth, Satellite Strategy Targets New Markets
Amazon is set to release its Q2 earnings report after the market closes this Thursday. According to analyst forecasts, Amazon’s revenue for the second quarter of 2026 is expected to reach $196.994 billion, with adjusted earnings per share projected at $2.299. In terms of valuation, Amazon’s current price-to-earnings ratio stands at 32.91, placing it at a relatively low level compared with the past five years. Amazon’s revenue is primarily composed of six segments: Online Stores, Physical Stores, Retail Third-Party Seller Services, Advertising Services, Retail Subscription Services, and Amazon Web Services (AWS). Among these, Online Stores, Third-Party Seller Services, and AWS are the company’s major revenue contributors. AWS revenue is expected to grow 31.34% year over year in the second q
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07-29 17:10
Option Movers | AMD's Short Put Sells Premium Below $400; Apple's $12.22 Million Double-Call Buy Signals Aggressive Bullish Conviction
Market Overview The S&P 500 ended higher on Tuesday (July 28) as gains in Boeing and Coca-Cola helped offset tumbling chip stocks ahead of quarterly reports from Apple and other tech companies this week. Regarding the options market, a total volume of 63,343,196 contracts was traded, of which 56% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $INTC(INTC)$, $SPCX(SPCX)$, $MU(MU)$, $AMD(AMD)$, $SOFI(SOFI)$, <
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07-29 17:40
🎁What the Tigers Say | 📈 𝗜𝘀 𝗧𝗵𝗲 𝗔𝗜 𝗥𝗼𝘁𝗮𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿?
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 This week's earnings season puts the Magnificent Seven under the microscope, with AI capex and a rotation out of high-flying tech names colliding right as the Fed's FOMC decision lands. Community traders are split on whether the pullback is healthy profit-taking or a sign that AI spending needs to start showing real returns. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @nerdbull1669, and @Optionspuppy: 🎁 Special Notes: Whoever showed up on
TOPJC888: Hi @Wallstreet Tiger - thank you for selecting my post in your discussion. I think all 3 of us have a commonality and that is like it or not, AI is here to stay. Thanks.
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07-29 14:54
Macro Market: How to be the Top Winner in the Wave?
Hello everyone! Today i want to share some ai trading stories with you! 1 Semiconductor stock charts just formed this bearish shape that signals more potential losses The bears may not be going anywhere on semiconductor stocks. Quick insight: $VanEck Semiconductor ETF(SMH)$— which counts $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, and $Broadcom(AVGO)$ as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to Yahoo Finance AlphaSpace chart analysis (below). The left shoulder took shape starting in mid-May, wit
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07-29 17:28
$EXPE Just Added $17 in a Single Session
$Expedia(EXPE)$ $Expedia Group, Inc.(EXPE) Surges +6.26%: Travel Giant Breaks Out, Momentum Ignites for $303.80 Retest 🚀✈️ Latest Close Data: EXPE closed at $295.79, surging +6.26% (+$17.42). The stock is now just 2.6% away from its 52-Week High of $303.80. 📈 Core Market Drivers: Travel demand sentiment remains robust, driving strong capital inflow. The breakout is fueled by a sharp decline in short volume, with the short volume ratio dropping to 13.82% on July 27 from a recent high of 39.39%, indicating a massive short-squeeze and bearish capitulation. 🩳🔥 Technical Analysis: The breakout is confirmed by heavy volume of 1.44M shares. The MACD has just printed a strong Golden Cross (DIF: 7.44, DEA: 6.64), flipping to green momentum. The RSI(6) is a
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07-28 17:07
Why CXMT’s Blockbuster Debut Is a Warning for Micron and the US Memory Industry
$Cxmt Corporation(688825)$’s 466% Shanghai debut transformed a Chinese semiconductor company into an immediate stock-market giant. More importantly for US investors, the listing gives China’s largest domestic DRAM producer billions of dollars to expand capacity and challenge Micron, Samsung and SK Hynix. CXMT sold shares at 8.66 yuan and closed its July 27 debut at 49 yuan after reaching 55.03 yuan. The company raised 57.92 billion yuan, or approximately $8.6 billion, while its market capitalization reached roughly $488 billion. Only 6.73% of the enlarged share count was freely tradable, which likely amplified the price increase. Reuters’ report on CXMT’s trading debut provides the offering and float data. CXMT manufactures DRAM used in smartpho
TOPOnly 58b. The rest are not going to the company?
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07-28 17:23
Why Intel’s Revenue Recovery Still Has to Overcome Its Foundry Economics
$Intel(INTC)$
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07-28 17:39
Why Nvidia’s OpenAI Financing Talks Are Making Investors Question the Quality of AI Demand
$NVIDIA(NVDA)$’s proposed involvement in financing an enormous OpenAI data centre represents a significant change in its risk profile. Supplying AI chips is highly profitable; guaranteeing financing that enables customers to purchase those chips potentially exposes Nvidia to the financial risk behind the demand. The Wall Street Journal reported on July 26 that Nvidia was discussing approximately $250 billion of financing guarantees for an OpenAI-led, 10-gigawatt data-centre project in Ohio. Nvidia was also reportedly considering financing as much as $350 billion of OpenAI chip purchases. The entire project could cost more than $500 billion. Neither arrangement had been finalized at the research cut-off. Reuters’ report on the financing discussions
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07-28 18:44
Why ASML’s China Sell-Off May Be Premature
but not irrational. $ASML Holding NV(ASML)$ fell sharply on July 27 following reports that China had begun producing domestic immersion deep-ultraviolet lithography machines. The development does not immediately displace ASML’s technology, but it challenges the assumption that its existing competitive position will remain permanently unassailable. China’s state-backed Shanghai Aishengna Electronic Technology Group reportedly started manufacturing domestic immersion DUV machines. Initial deliveries to $SMIC(00981)$, $Hua Hong Grace Semiconductor Limited(688347)$ and $Cxmt Corporation(688825)$ are expected during 2026
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07-28 19:37
Tesla sits at the intersection of two very different valuation stories. If you believe the company will become a leader in autonomous driving, Optimus robots and AI infrastructure, today's weakness could look like a temporary mispricing. Those businesses, if they scale, would justify a valuation well beyond that of a traditional carmaker. The bearish case is that those future opportunities remain largely unproven, while the current business faces softer EV demand, pricing pressure, compressed margins and heavy capital spending that weighs on free cash flow. If the core automotive business continues to weaken faster than new businesses mature, the stock could remain under pressure. At current levels, Tesla looks more like a high-risk, long-duration growth investment than a conventional valu
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07-28 19:38
Palantir's rally appears to be early positioning rather than proof that earnings will exceed expectations. Investors are buying into three catalysts: continued U.S. government demand, expanding commercial AI adoption, and optimism that its Artificial Intelligence Platform (AIP) will drive faster revenue growth and margins. However, expectations are rising quickly. With valuation already rich by traditional metrics, even a strong quarter may not be enough if guidance merely matches consensus. The stock likely needs to deliver another "beat and raise" report, plus evidence that AI contracts are translating into sustained, recurring revenue. The bull case is that Palantir remains one of the few software companies monetising enterprise AI at scale, supporting premium valuations. The bear case
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07-28 19:41
The selloff looks more like a cycle reset than a confirmed cycle peak. CXMT's DRAM expansion raises legitimate oversupply concerns, especially for commodity memory, but AI demand remains concentrated in high-bandwidth memory (HBM), where SK Hynix and Micron still hold technology advantages. The key question is whether new Chinese capacity can meaningfully pressure premium AI products or mainly lower-end DRAM. With SK Hynix reporting this week and SanDisk next week, guidance will matter more than headline earnings. If management confirms robust AI demand, HBM pricing and healthy customer commitments, this pullback could prove a mispricing. If they instead signal weakening pricing power and slowing orders, the market may conclude the memory upcycle has peaked. This earnings season should pro
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07-28 20:05
Today, Warren Buffett is one of the richest people in the world - a $149 billion net worth. He built that fortune by compounding Berkshire Hathaway at a 19.9% rate a year for the last 60 years. That’s nearly double the return of the S&P 500 Index.Warren Buffett was doing what most people aren’t doing today: Value investing. And Buffett's secret to achieving such enormous gains was to pick companies that could greatly grow their earnings without spending much additional capital. For most of his career, he had a mentor, a coach and a close friend, Charlie Munger whom he could bounce ideas off of (yes, having a mentor and partners are important). Together, they looked for wonderful stock ideas to accumulate. Think about the big entrepreneurs on Forbes who sold software, ran furniture comp
TOPBeen using that playbook too — slow compounding beats chasing stories. Market’s a voting machine short term, weighing machine long term lol
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07-28 22:48
💸 Institutions Bash Tech, Rotate Into Financials
🚨 Corning Beats, Stock Still Drops – Welcome to Earnings Season $Corning(GLW)$ Corning delivered another strong quarter, but the market is no longer rewarding good fundamentals. 📊 Q2 Highlights • Revenue +17% YoY, beating expectations. • EPS +30% YoY to $0.78, also above estimates. • Optical Communications revenue +32% YoY to $2.07B. 📉 Why did the stock fall? Management guided Q3 revenue to around $4.95B, slightly below Wall Street's $5.0B expectation. That tiny guidance miss was enough to trigger profit-taking. The company also reaffirmed its long-term outlook, targeting a 19% sales CAGR through Q4 2030, with EPS expected to grow even faster than revenue. This is becoming the same story we've seen with GOOG, INTC, TSLA, ASML, TSM, MSFT, and
TOPNext up SK HYNIX earnings report. 👀 👀 👀
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07-28 22:58
$FCG Update: Blue Box Area Reached, Buyers Entered, and Reaction Higher Started
In our previous Elliott Wave update on First Trust Natural Gas ETF ($FCG), we highlighted the blue box area at 26.20–22.77 as the next important support zone where the ongoing correction from the April 2025 cycle could end. Since then, price has reached that area, and as expected, buyers have entered and triggered a reaction higher. This price action confirms that the blue box once again worked as a high-frequency reaction zone. As a result, the correction appears to have found support in the expected area, and the ETF is now starting to recover from that low. Blue Box Area Was Reached as Expected In the prior outlook, $FCG was viewed as pulling back in a 7-swing correction against the la
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07-28 23:12
🚨 Applied Digital Crushes Q4 Estimates, Revenue Soars 407% YoY — Stock Barely Moves
🚨 $APPLIED DIGITAL CORP(APLD)$ Q4 Revenue Soars 407% YoY, EPS Swings to Profit — Yet the Stock Is Barely Moving! 💻📈 Applied Digital (APLD) just delivered a blockbuster quarter, crushing Wall Street's expectations on both revenue and earnings. Despite the massive beat, the stock is flat , highlighting how high expectations have become for AI infrastructure stocks. 📊 Q4 Highlights ✅ Revenue: $258.7M vs. $95M expected (+407% YoY) ✅ Adjusted EPS: $0.04 vs. -$0.19 expected ✅ Service revenue: $208.2M (+308% YoY) ✅ Data center hosting revenue: $50.6M ⚡ AI Infrastructure Continues to Scale Secured about 1.41 GW of long-term contracted capacity across five campuses. Polaris Forge 1 has 175 MW online, with additional AI campuses under
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07-29 00:50
I’m backing Microsoft $Microsoft(MSFT)$ to deliver the strongest post-earnings performance. Azure demand has stayed resilient, and I believe Copilot is gradually becoming a meaningful revenue driver. If Microsoft reports strong cloud growth while proving AI investments are generating returns, it could further strengthen the AI bull case. Meta $Meta Platforms, Inc.(META)$ is my second choice, with AI continuing to improve its advertising business, although expectations are already high. Apple needs to show Apple Intelligence can drive a new upgrade cycle, while Amazon’s AWS could surprise if AI cloud demand accelerates. Overall, I think this earnings season is about proving AI spending can translate in
TOPNice Sharing 😁 @koolgal @JC888 @Barcode @Aqa @DiAngel @Shernice軒嬣 2000
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07-29 01:02
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Apple(AAPL)$