4.52K
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09-04
U.S. Stocks: Will Semis Drag Markets Lower Again? Bitcoin: Escape Hatch or Bomb?
Last night, I hosted a live session on Tiger’s futures platform titled Global Multi-Asset Allocation Strategy. The session covered global macro conditions, U.S. equities, gold, and Bitcoin, with a focus on the market’s key tensions, potential risks, and corresponding trading ideas. For those who were unable to attend the live session, the replay is available here >>> U.S. Stocks: Will Semis Drag Markets Lower Again? Bitcoin: Escape Hatch or Bomb? Below, I have organized the key information and trading-related views from the session to help readers who did not have time to attend quickly understand my current market perspective. Before that, let me briefly introduce my background. I am currently a contracte
TOPkookiz: Gold and Bitcoin split hardest when real yields rise. Gold usually eats the hit first, while Bitcoin trades more like liquidity beta than pure hedge
1.70K
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09-03
Google's CEO said Google Grow is Justifies the Company's Capex
Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. Jennifer Saibil, The Motley Fool Thu, September 3, 2026 at 12:20 PM GMT+8 4 min read $Alphabet(GOOG)$ $NVIDIA(NVDA)$ The market has soured on Alphabet (NASDAQ: $Alphabet(GOOG)$ ) (NASDAQ: GOOGL) stock since the company said it planned to raise capital expenditures (capex) to up to $205 billion this year, a significant increase from its original outlook of $180 b
TOP82% cloud growth sounds great, but how long does that hold with capex ballooning this fast lol. I care more about the return metrics than the story
2.72K
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09-04
🔥 BROADCOM GREW AI REVENUE 221%. WALL STREET STILL SAID “NOT ENOUGH.”
There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is
TOPProtecting margins matters most here. 221% growth is huge, but when the multiple already prices perfection, cash flow quality does more work than another flashy AI number.
2.27K
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09-03
$Broadcom(AVGO)$ This stock announced Blowout earnings Last night yet the stock price went down. Forward guidance is also good. Major clients are Google & Meta. Ignore the noise and buy into the market irrationality
TOP47.5B revenue and 22.8B EBITDA were the real tell. AI networking plus Google and Meta demand still looks intact
1.58K
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09-03
$Palantir Technologies Inc.(PLTR)$ it's time to hold and hope for $200
1.04K
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09-03
$Tesla Motors(TSLA)$ Getting the hang of it. Go go go!
1.49K
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09-03
$VanEck Semiconductor ETF(SMH)$
987
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09-03
$Invesco QQQ(QQQ)$ Slow and Steady wins the race.
1.14K
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09-03
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @TigerStars @CashBoost @Tiger_CashBoostAccount Support / Resistance 📈📉: Support: $348-351, $337, $328-330, $318 Resistance: $348-$351, $357-358, $364, $374 Outlook 📝: TSLA opened above $364 today. If TSLA is able to hold $364, then we may see short term upside towards $374. If TSLA manage to break and hold $374, we sh
TOP374 is not the hard part, 380 is where supply kept showing up the last three rebounds. I care more about whether 364 can hold after the first fade
1.42K
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09-03
$BitMine Immersion Technologies Inc.(BMNR)$ For coins. Been holding these at $19 as part of cash secured put that went into money and assigned during the previous months of downs. Now that's it's above my holding average since 19th Aug spike and all these will be eventually sold at $19 strike at part of covered calls thereby completing the wheel strategy cycle and cash out in the coming weeks.
TOPThat 19 strike looks like a pretty clean balance here, especially with theta doing the work. Nice when the wheel actually completes without getting messy lol
1.27K
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09-03
$MU 20260904 940.0 CALL$ try to make some pocket money, share for coins.
668
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09-03
$SNOW 20260904 380.0 CALL$ The biggest win so far Both % & value So grateful!!! 🙏🏼
1.98K
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09-03
$Faraday Future Intelligent Electric Inc.(FFAI)$ maybe going to Chu stun again. Going below $1 again.
642
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09-03
$Microsoft(MSFT)$ Go, go, go Microsoft!
1.70K
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09-03
$Taiwan Semiconductor Manufacturing(TSM)$ looking forward for it to drop more so that I can DCA
5.28K
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09-03
$Palantir Technologies Inc.(PLTR)$ When one fear one buy. I am glad that I dare to buy at $17 Thank you for your unwavering supports @CaptainTiger @TigerEvents @Tiger_comments @Daily_Discussion @MillionaireTiger @TigerClub @TigerStars @Tiger_James Ooi
TOP17 was a gift, but the harder question is whether the AI story actually supports this valuation. The contract quality matters more than the cheerleading lol
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2.23K
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09-03
$Meta Platforms, Inc.(META)$ for those that accumulated under 600! It's time to celebrate 🎉🥂
1.26K
719
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09-03
$BlackBerry(BB)$ waiting for earning pump!