Earnings Season: Divergence or Surprise, Which Stocks Are You Looking at?

Nearly two-thirds of the way through the earnings season, S&P 500 is reporting impressive results. Both the percentage and the magnitude of earnings surprises are above recent averages. As a result, the index is reporting higher earnings for the first quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest earnings growth rate since Q4 2021. ------- Which company bring us surprises or misses? What stocks are you looking at? Share with fellow tigers and win tiger coins~

+ Follow

+15

PawsAndProfits

06-01

A snapshot of the key earnings announcement for this coming week.

Tiger_SG

05-29

[Sign UP Now] Leveraged & Inverse Strategies: Navigate Market Volatility with DLCs

Despite the recent sell-off driven by heightened geopolitical risks, global equity markets have proven more resilient than many investors expected. While volatility is likely to persist in 2026, we believe pockets of opportunities are emerging amid the uncertainty. How can investors position themselves to capitalize on these opportunities using DLCs? What is the outlook for the Singapore, U.S., and China markets? Join @Tiger_James Ooi , Market Strategist at Tiger Brokers Singapore, and Marcus Ng, Vice President at Societe Generale, @SG DLC News as they discuss trading opportunities in SGX-listed DLCs. Register the Exclusive Seminar via:

[Sign UP Now] Leveraged & Inverse Strategies: Navigate Market Volatility with DLCs

KYHBKO

05-26

(Full Article) Preview of the week (25May2026) - Salesforce on offer?

Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow

(Full Article) Preview of the week (25May2026) - Salesforce on offer?

KYHBKO

05-20

Smart Money Moves Q1 2026 13F Tracker (20May2026)

Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa

Smart Money Moves Q1 2026 13F Tracker (20May2026)

PawsAndProfits

05-17

Good review on ELLY vs HIMS by @Koolgal.

凡爾賽R

05-12

Bullish on semiconductor stock!

MoneyGraber

05-12

Micron, SanDisk and Western Digital shares are on the bull run these few weeks. How far can it go? Many are on the watch and see attitude. Beware of dot.com bubble burst

nerdbull1669

05-11

As of May 10, 2026, $JD.com(JD)$ is currently in its "quiet period" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the "analysis summary" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health & Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con

Adz5150

05-10

This earnings season feels less like a simple “good or bad quarter” market and more like a separation test. Some stocks are getting rewarded for real execution, while others are being punished because expectations were already too high. I’m watching for the names where guidance, margins and positioning matter more than the headline beat or miss. Which stocks are people here watching most closely right now, and why?

PawsAndProfits

05-10

Looks like AI and tech are still trending going into this week. A snapshot on the upcoming earnings for this week.

nerdbull1669

05-09

$MARA Holdings(MARA)$ is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic

Blessed Blessed

05-08

This stock is not really suitable for day trading

nerdbull1669

05-08

Will Barrick Mining (B) Show Positive Capture Of Gold Prices Despite Its Rising Operational Costs

$Barrick Mining Corporation(B)$, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial & Operational Su

Will Barrick Mining (B) Show Positive Capture Of Gold Prices Despite Its Rising Operational Costs

Patmos

05-08

Over 30% jump on Datadog stock after earnings earnings because of SAS

Futures_Pro

05-07

💥How Long Can the Rally Last? 5 Red Flags for US Equities

Recently, the S&P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr

💥How Long Can the Rally Last? 5 Red Flags for US Equities

SG Visual Research

05-07

Microsoft 3QFY26 Results: Strong AI Demand, Changing Monetization Model

$微软(MSFT)$ Microsoft’s 3QFY26 report is not only about strong cloud growth. The more interesting point is the pricing shift: from a per-user model to a user-plus-usage model. That could matter for how AI products are monetized over time. Key numbers: Revenue: US$82.9bn, +18.3% YoY Operating income: US$38.4bn, +20% YoY Azure growth: +40% YoY Microsoft 365 Copilot paid seats: 20mn At the same time, AI capex remains heavy. 3QFY26 capex reached US$31.9bn, with around two-thirds spent on GPUs and CPUs.

Microsoft 3QFY26 Results: Strong AI Demand, Changing Monetization Model

Tiger_Earnings

05-06

ON Semiconductor: Automotive Inflection and AI Power Surge Lead Estimates

$ON Semiconductor(ON)$ reversed early losses to trade higher following its earnings report. While guidance exceeded Street estimates, the overall market reaction remained measured. The report highlighted two undervalued signals: first, the automotive cycle posted its first year-over-year (YoY) growth in seven quarters, signaling a potential (though not yet full-scale) recovery. Second, revenue from AI data center power chips surged +30% quarter-over-quarter (QoQ), far outstripping management's own "high-teens" forecast. This segment is expected to double in 2026, suggesting ON’s data center narrative is materializing faster than anticipated. Key Financials Revenue: $1.51 billion, slightly beating Street estimates of $1.49 billion (+1.3%). Gross Marg

ON Semiconductor: Automotive Inflection and AI Power Surge Lead Estimates

Tiger_Earnings

05-06

PayPal Slides 7.7% as Markets Look Beyond Beats for a New Growth Narrative

$PayPal(PYPL)$ closed down -7.7% ($50.39 → $46.49) on earnings day. While the financial figures were solid, the market remains focused on the strategic vision of the new CEO. As Goldman Sachs noted: "The numbers themselves are not in dispute; all eyes are on the conference call for the new CEO's strategic direction." PayPal announced a reorganization of its business lines (Checkout, Venmo, Payment Processing + Crypto, and Other) alongside a $1.5 billion cost-savings initiative. The market's primary concern is not this quarter’s performance, but whether the "next chapter" can deliver a compelling new growth logic. Key Financials Revenue: $8.353 billion, beating consensus of $8.05 billion (+4%). Adj. EPS: $1.34 (GAAP $1.21), beating consensus by app

PayPal Slides 7.7% as Markets Look Beyond Beats for a New Growth Narrative

Tiger_Earnings

05-06

Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance

$Pinterest, Inc.(PINS)$ closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaini

Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance

Jays2030

05-04

Goog is the one!!

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Nobody is buying the same thing — which is the most interesting signa","images":[{"img":"https://community-static.tradeup.com/news/c1e9d4a396e57098085d9c6b93e6d065","width":"1024","height":"559"},{"img":"https://community-static.tradeup.com/news/ca002ba3b1264b5fe6d66650a75e14f1","width":"783","height":"778"},{"img":"https://community-static.tradeup.com/news/35a6b04735554cc6c98d7a4f9765f2e6","width":"792","height":"474"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":33,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/566110264341624","isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":564906532303088,"gmtCreate":1778949820656,"gmtModify":1778949824471,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569739151630202","idStr":"3569739151630202"},"themes":[],"title":"","htmlText":"Good review on ELLY vs HIMS by @Koolgal.","listText":"Good review on ELLY vs HIMS by @Koolgal.","text":"Good review on ELLY vs HIMS by @Koolgal.","images":[{"img":"https://community-static.tradeup.com/news/08e209801880f8f5378e85fd9d429fa4","width":"780","height":"2074"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564906532303088","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":563409827239208,"gmtCreate":1778584361274,"gmtModify":1778585109616,"author":{"id":"3575104592188962","authorId":"3575104592188962","name":"凡爾賽R","avatar":"https://community-static.tradeup.com/news/373fc7e5c9e6a02e8736a0b4dd9a34fb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575104592188962","idStr":"3575104592188962"},"themes":[],"title":"","htmlText":"Bullish on semiconductor stock!","listText":"Bullish on semiconductor stock!","text":"Bullish on semiconductor stock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563409827239208","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563356393447976,"gmtCreate":1778567965760,"gmtModify":1778568834063,"author":{"id":"4211030339259042","authorId":"4211030339259042","name":"MoneyGraber","avatar":"https://community-static.tradeup.com/news/c38be0ff70bcdf7d63a47b0e23f45770","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4211030339259042","idStr":"4211030339259042"},"themes":[],"title":"","htmlText":"Micron, SanDisk and Western Digital shares are on the&nbsp;bull run these few weeks. How far can it go? Many are on the watch and see attitude. Beware of dot.com bubble burst","listText":"Micron, SanDisk and Western Digital shares are on the&nbsp;bull run these few weeks. How far can it go? Many are on the watch and see attitude. Beware of dot.com bubble burst","text":"Micron, SanDisk and Western Digital shares are on the bull run these few weeks. How far can it go? Many are on the watch and see attitude. Beware of dot.com bubble burst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/563356393447976","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562865805037616,"gmtCreate":1778448166925,"gmtModify":1778463698557,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"","htmlText":"As of May 10, 2026,&nbsp;<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$&nbsp;</a> is currently in its \"quiet period\" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the \"analysis summary\" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health &amp; Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con","listText":"As of May 10, 2026,&nbsp;<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$&nbsp;</a> is currently in its \"quiet period\" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the \"analysis summary\" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health &amp; Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con","text":"As of May 10, 2026, $JD.com(JD)$ is currently in its \"quiet period\" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the \"analysis summary\" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health & Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":149,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/562865805037616","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000608","authorId":"9000000000000608","name":"EllisBird","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000608","idStr":"9000000000000608"},"content":"JD holding 30 is the whole game lol, anyone else watching volume into Tuesday?","text":"JD holding 30 is the whole game lol, anyone else watching volume into Tuesday?","html":"JD holding 30 is the whole game lol, anyone else watching volume into Tuesday?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562780382725000,"gmtCreate":1778427434238,"gmtModify":1778463600473,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/f258f2654e6507d4c8b88bd2ba0598cc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"","htmlText":"This earnings season feels less like a simple “good or bad quarter” market and more like a separation test. Some stocks are getting rewarded for real execution, while others are being punished because expectations were already too high. I’m watching for the names where guidance, margins and positioning matter more than the headline beat or miss. Which stocks are people here watching most closely right now, and why?","listText":"This earnings season feels less like a simple “good or bad quarter” market and more like a separation test. Some stocks are getting rewarded for real execution, while others are being punished because expectations were already too high. I’m watching for the names where guidance, margins and positioning matter more than the headline beat or miss. Which stocks are people here watching most closely right now, and why?","text":"This earnings season feels less like a simple “good or bad quarter” market and more like a separation test. Some stocks are getting rewarded for real execution, while others are being punished because expectations were already too high. I’m watching for the names where guidance, margins and positioning matter more than the headline beat or miss. Which stocks are people here watching most closely right now, and why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562780382725000","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562759006986408,"gmtCreate":1778422096244,"gmtModify":1778422100194,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569739151630202","idStr":"3569739151630202"},"themes":[],"title":"","htmlText":"Looks like AI and tech are still trending going into this week. A snapshot on the upcoming earnings for this week.&nbsp;","listText":"Looks like AI and tech are still trending going into this week. A snapshot on the upcoming earnings for this week.&nbsp;","text":"Looks like AI and tech are still trending going into this week. A snapshot on the upcoming earnings for this week.","images":[{"img":"https://community-static.tradeup.com/news/2b8d6080bc5051c9c4d4ad15c19824ae","width":"1028","height":"1288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562759006986408","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":562329104584832,"gmtCreate":1778319185390,"gmtModify":1778484895530,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic","listText":"<a href=\"https://ttm.financial/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic","text":"$MARA Holdings(MARA)$ is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic","images":[{"img":"https://community-static.tradeup.com/news/decca482822d33fef51c1b3aac13c342","width":"873","height":"1301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/562329104584832","isVote":1,"tweetType":1,"viewCount":1890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274809522537","authorId":"3479274809522537","name":"stomachooo","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274809522537","idStr":"3479274809522537"},"content":"MARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?","text":"MARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?","html":"MARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561948480443232,"gmtCreate":1778226165793,"gmtModify":1778226169720,"author":{"id":"4217206313881062","authorId":"4217206313881062","name":"Blessed Blessed","avatar":"https://community-static.tradeup.com/news/483444203cc4bceb0ea5e772dd7893fa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217206313881062","idStr":"4217206313881062"},"themes":[],"title":"","htmlText":"This stock is not really suitable for day trading","listText":"This stock is not really suitable for day trading","text":"This stock is not really suitable for day trading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561948480443232","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561884871922288,"gmtCreate":1778210635894,"gmtModify":1778215203270,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Will Barrick Mining (B) Show Positive Capture Of Gold Prices Despite Its Rising Operational Costs","htmlText":"<a href=\"https://ttm.financial/S/B\">$Barrick Mining Corporation(B)$</a>, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial &amp; Operational Su","listText":"<a href=\"https://ttm.financial/S/B\">$Barrick Mining Corporation(B)$</a>, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial &amp; Operational Su","text":"$Barrick Mining Corporation(B)$, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial & Operational Su","images":[{"img":"https://community-static.tradeup.com/news/c7dff5da6dda2caa1b05826f019818b0","width":"441","height":"604"},{"img":"https://community-static.tradeup.com/news/ea52002d1bdf3472dd675883a3ecd8c7","width":"1476","height":"431"},{"img":"https://community-static.tradeup.com/news/35c1017c2cf5dd4930ecb90764756405","width":"1477","height":"741"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":143,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/561884871922288","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":561830192095536,"gmtCreate":1778197362094,"gmtModify":1778197366259,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Over 30% jump on Datadog stock after earnings earnings because of SAS","listText":"Over 30% jump on Datadog stock after earnings earnings because of SAS","text":"Over 30% jump on Datadog stock after earnings earnings because of SAS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/561830192095536","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561530683060584,"gmtCreate":1778125161652,"gmtModify":1778141041747,"author":{"id":"3527667627883060","authorId":"3527667627883060","name":"Futures_Pro","avatar":"https://community-static.tradeup.com/news/e0b17bd96e48707e49a6ee695f3babc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667627883060","idStr":"3527667627883060"},"themes":[],"title":"💥How Long Can the Rally Last? 5 Red Flags for US Equities","htmlText":"Recently, the S&amp;P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr","listText":"Recently, the S&amp;P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr","text":"Recently, the S&P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr","images":[{"img":"https://community-static.tradeup.com/news/24bc6b628a34608939163504d8ba54e2","width":"865","height":"428"},{"img":"https://community-static.tradeup.com/news/77d59a087514d45cda34bb51008b085e","width":"855","height":"570"},{"img":"https://community-static.tradeup.com/news/c04d025e5e6c4ef24038315297213d04","width":"865","height":"479"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":24,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/561530683060584","isVote":1,"tweetType":1,"viewCount":7138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},{"id":561522571604992,"gmtCreate":1778122305028,"gmtModify":1778122807604,"author":{"id":"4228443963132142","authorId":"4228443963132142","name":"SG Visual Research","avatar":"https://community-static.tradeup.com/news/7eedd3d4fd92e5aaa08533a8ffb66a5d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228443963132142","idStr":"4228443963132142"},"themes":[],"title":"Microsoft 3QFY26 Results: Strong AI Demand, Changing Monetization Model","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; Microsoft’s 3QFY26 report is not only about strong cloud growth. The more interesting point is the pricing shift: from a per-user model to a user-plus-usage model. That could matter for how AI products are monetized over time. Key numbers: Revenue: US$82.9bn, +18.3% YoY Operating income: US$38.4bn, +20% YoY Azure growth: +40% YoY Microsoft 365 Copilot paid seats: 20mn At the same time, AI capex remains heavy. 3QFY26 capex reached US$31.9bn, with around two-thirds spent on GPUs and CPUs.","listText":"<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp; Microsoft’s 3QFY26 report is not only about strong cloud growth. The more interesting point is the pricing shift: from a per-user model to a user-plus-usage model. That could matter for how AI products are monetized over time. Key numbers: Revenue: US$82.9bn, +18.3% YoY Operating income: US$38.4bn, +20% YoY Azure growth: +40% YoY Microsoft 365 Copilot paid seats: 20mn At the same time, AI capex remains heavy. 3QFY26 capex reached US$31.9bn, with around two-thirds spent on GPUs and CPUs.","text":"$微软(MSFT)$ Microsoft’s 3QFY26 report is not only about strong cloud growth. The more interesting point is the pricing shift: from a per-user model to a user-plus-usage model. That could matter for how AI products are monetized over time. Key numbers: Revenue: US$82.9bn, +18.3% YoY Operating income: US$38.4bn, +20% YoY Azure growth: +40% YoY Microsoft 365 Copilot paid seats: 20mn At the same time, AI capex remains heavy. 3QFY26 capex reached US$31.9bn, with around two-thirds spent on GPUs and CPUs.","images":[{"img":"https://community-static.tradeup.com/news/36b38ba47522ff8105910df42094d7b1","width":"1080","height":"4818"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/561522571604992","isVote":1,"tweetType":1,"viewCount":24224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561243488428496,"gmtCreate":1778055132675,"gmtModify":1778055146368,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"ON Semiconductor: Automotive Inflection and AI Power Surge Lead Estimates","htmlText":"<a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> reversed early losses to trade higher following its earnings report. While guidance exceeded Street estimates, the overall market reaction remained measured. The report highlighted two undervalued signals: first, the automotive cycle posted its first year-over-year (YoY) growth in seven quarters, signaling a potential (though not yet full-scale) recovery. Second, revenue from AI data center power chips surged +30% quarter-over-quarter (QoQ), far outstripping management's own \"high-teens\" forecast. This segment is expected to double in 2026, suggesting ON’s data center narrative is materializing faster than anticipated. Key Financials Revenue: $1.51 billion, slightly beating Street estimates of $1.49 billion (+1.3%). Gross Marg","listText":"<a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> reversed early losses to trade higher following its earnings report. While guidance exceeded Street estimates, the overall market reaction remained measured. The report highlighted two undervalued signals: first, the automotive cycle posted its first year-over-year (YoY) growth in seven quarters, signaling a potential (though not yet full-scale) recovery. Second, revenue from AI data center power chips surged +30% quarter-over-quarter (QoQ), far outstripping management's own \"high-teens\" forecast. This segment is expected to double in 2026, suggesting ON’s data center narrative is materializing faster than anticipated. Key Financials Revenue: $1.51 billion, slightly beating Street estimates of $1.49 billion (+1.3%). Gross Marg","text":"$ON Semiconductor(ON)$ reversed early losses to trade higher following its earnings report. While guidance exceeded Street estimates, the overall market reaction remained measured. The report highlighted two undervalued signals: first, the automotive cycle posted its first year-over-year (YoY) growth in seven quarters, signaling a potential (though not yet full-scale) recovery. Second, revenue from AI data center power chips surged +30% quarter-over-quarter (QoQ), far outstripping management's own \"high-teens\" forecast. This segment is expected to double in 2026, suggesting ON’s data center narrative is materializing faster than anticipated. Key Financials Revenue: $1.51 billion, slightly beating Street estimates of $1.49 billion (+1.3%). Gross Marg","images":[{"img":"https://community-static.tradeup.com/news/7a79c45a3696eb66fedb75de1f47005f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561243488428496","isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561243348750696,"gmtCreate":1778055011674,"gmtModify":1778055022958,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"PayPal Slides 7.7% as Markets Look Beyond Beats for a New Growth Narrative","htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> closed down -7.7% ($50.39 → $46.49) on earnings day. While the financial figures were solid, the market remains focused on the strategic vision of the new CEO. As Goldman Sachs noted: \"The numbers themselves are not in dispute; all eyes are on the conference call for the new CEO's strategic direction.\" PayPal announced a reorganization of its business lines (Checkout, Venmo, Payment Processing + Crypto, and Other) alongside a $1.5 billion cost-savings initiative. The market's primary concern is not this quarter’s performance, but whether the \"next chapter\" can deliver a compelling new growth logic. Key Financials Revenue: $8.353 billion, beating consensus of $8.05 billion (+4%). Adj. EPS: $1.34 (GAAP $1.21), beating consensus by app","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> closed down -7.7% ($50.39 → $46.49) on earnings day. While the financial figures were solid, the market remains focused on the strategic vision of the new CEO. As Goldman Sachs noted: \"The numbers themselves are not in dispute; all eyes are on the conference call for the new CEO's strategic direction.\" PayPal announced a reorganization of its business lines (Checkout, Venmo, Payment Processing + Crypto, and Other) alongside a $1.5 billion cost-savings initiative. The market's primary concern is not this quarter’s performance, but whether the \"next chapter\" can deliver a compelling new growth logic. Key Financials Revenue: $8.353 billion, beating consensus of $8.05 billion (+4%). Adj. EPS: $1.34 (GAAP $1.21), beating consensus by app","text":"$PayPal(PYPL)$ closed down -7.7% ($50.39 → $46.49) on earnings day. While the financial figures were solid, the market remains focused on the strategic vision of the new CEO. As Goldman Sachs noted: \"The numbers themselves are not in dispute; all eyes are on the conference call for the new CEO's strategic direction.\" PayPal announced a reorganization of its business lines (Checkout, Venmo, Payment Processing + Crypto, and Other) alongside a $1.5 billion cost-savings initiative. The market's primary concern is not this quarter’s performance, but whether the \"next chapter\" can deliver a compelling new growth logic. Key Financials Revenue: $8.353 billion, beating consensus of $8.05 billion (+4%). Adj. EPS: $1.34 (GAAP $1.21), beating consensus by app","images":[{"img":"https://community-static.tradeup.com/news/93bf42f0b5ab210dcc39f12e6b57e9be"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561243348750696","isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561243035722088,"gmtCreate":1778054935251,"gmtModify":1778055178178,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance","htmlText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaini","listText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaini","text":"$Pinterest, Inc.(PINS)$ closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaini","images":[{"img":"https://community-static.tradeup.com/news/70afd2bce0284714faf3df5f258c00d2"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":30,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/561243035722088","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4217206313881062","authorId":"4217206313881062","name":"Blessed Blessed","avatar":"https://community-static.tradeup.com/news/483444203cc4bceb0ea5e772dd7893fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4217206313881062","idStr":"4217206313881062"},"content":"This stock is not really suitable for day trading","text":"This stock is not really suitable for day trading","html":"This stock is not really suitable for day trading"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":560494655041840,"gmtCreate":1777871303243,"gmtModify":1777871306940,"author":{"id":"3570316482549418","authorId":"3570316482549418","name":"Jays2030","avatar":"https://static.tigerbbs.com/165dffbd071b0317ed3ad238edb7f1f5","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570316482549418","idStr":"3570316482549418"},"themes":[],"title":"","htmlText":"Goog is the one!!","listText":"Goog is the one!!","text":"Goog is the one!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/560494655041840","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":568060369926608,"gmtCreate":1779724852498,"gmtModify":1779783386820,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"(Full Article) Preview of the week (25May2026) - Salesforce on offer?","htmlText":"Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow","listText":"Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow","text":"Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow","images":[{"img":"https://community-static.tradeup.com/news/69c0c008a8aef895f0b9054d322b5f18","width":"1009","height":"678"},{"img":"https://community-static.tradeup.com/news/6aa431aa4adcaf59acedfbd55a92f669","width":"1456","height":"819"},{"img":"https://community-static.tradeup.com/news/1098c9aebd8b1c765450951a2ad6572d","width":"1081","height":"746"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":24,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/568060369926608","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":20,"langContent":"EN","totalScore":0},{"id":566110264341624,"gmtCreate":1779243624141,"gmtModify":1779244551522,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"Smart Money Moves Q1 2026 13F Tracker (20May2026)","htmlText":"Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa","listText":"Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa","text":"Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa","images":[{"img":"https://community-static.tradeup.com/news/c1e9d4a396e57098085d9c6b93e6d065","width":"1024","height":"559"},{"img":"https://community-static.tradeup.com/news/ca002ba3b1264b5fe6d66650a75e14f1","width":"783","height":"778"},{"img":"https://community-static.tradeup.com/news/35a6b04735554cc6c98d7a4f9765f2e6","width":"792","height":"474"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":33,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/566110264341624","isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},{"id":558788266627432,"gmtCreate":1777455626390,"gmtModify":1777519766980,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"Why I’m Hesitant to Buy Into Semiconductor Stocks After Their Sharp Surge","htmlText":"Today, let’s talk about one of the hottest topics in the investment world recently: the sharp rally in the U.S. semiconductor sector. It is fair to say that, whether we look at the fundamentals and financial data or at market price performance, the semiconductor sector has become a major driver of the recent rise in U.S. equities, and arguably the dominant one. As we all know, in the recent performance of U.S. equity gains, large technology companies—especially the SOX Philadelphia Semiconductor Index—have delivered the largest share of the market’s beta gains. At the same time, in the upward revisions to average earnings-per-share expectations for the S&amp;P 500, semiconductor names such as Nvidia and Micron have also made the biggest contributions. However, even in last week’s market ra","listText":"Today, let’s talk about one of the hottest topics in the investment world recently: the sharp rally in the U.S. semiconductor sector. It is fair to say that, whether we look at the fundamentals and financial data or at market price performance, the semiconductor sector has become a major driver of the recent rise in U.S. equities, and arguably the dominant one. As we all know, in the recent performance of U.S. equity gains, large technology companies—especially the SOX Philadelphia Semiconductor Index—have delivered the largest share of the market’s beta gains. At the same time, in the upward revisions to average earnings-per-share expectations for the S&amp;P 500, semiconductor names such as Nvidia and Micron have also made the biggest contributions. However, even in last week’s market ra","text":"Today, let’s talk about one of the hottest topics in the investment world recently: the sharp rally in the U.S. semiconductor sector. It is fair to say that, whether we look at the fundamentals and financial data or at market price performance, the semiconductor sector has become a major driver of the recent rise in U.S. equities, and arguably the dominant one. As we all know, in the recent performance of U.S. equity gains, large technology companies—especially the SOX Philadelphia Semiconductor Index—have delivered the largest share of the market’s beta gains. At the same time, in the upward revisions to average earnings-per-share expectations for the S&P 500, semiconductor names such as Nvidia and Micron have also made the biggest contributions. However, even in last week’s market ra","images":[{"img":"https://static.tigerbbs.com/a898be2326472bcc81e2fbc546a5541a"},{"img":"https://static.tigerbbs.com/16e89d39335465db93218b30a5cf8906"},{"img":"https://static.tigerbbs.com/2e8b377ffaae7afc3b41c760086328af"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":181,"commentSize":1,"repostSize":17,"link":"https://ttm.financial/post/558788266627432","isVote":1,"tweetType":1,"viewCount":12284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},{"id":557911599378872,"gmtCreate":1777241598571,"gmtModify":1777262811656,"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"themes":[],"title":"Nebius Deep Dive: AWS of AI or a Bubble?","htmlText":"We are currently in the midst of an AI boom, with many predicting that it will have a bigger impact on the economy and the stock market than electricity did! <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has been the poster child of this new AI revolution, as AI start-ups and cloud hyperscalers are spending hundreds of billions of dollars on GPUs. While Nvidia became rich by selling AI picks and shovels, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> aims to become rich by being an AI refinery and processor. In gold mining, after miners have used picks and shovels, before gold can be of any use, it must be refined and processed. Similarly, raw GPU power (picks and shovels) is not enough. To deliver great AI services, companies need to refine AI to make it faster, m","listText":"We are currently in the midst of an AI boom, with many predicting that it will have a bigger impact on the economy and the stock market than electricity did! <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has been the poster child of this new AI revolution, as AI start-ups and cloud hyperscalers are spending hundreds of billions of dollars on GPUs. While Nvidia became rich by selling AI picks and shovels, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> aims to become rich by being an AI refinery and processor. In gold mining, after miners have used picks and shovels, before gold can be of any use, it must be refined and processed. Similarly, raw GPU power (picks and shovels) is not enough. To deliver great AI services, companies need to refine AI to make it faster, m","text":"We are currently in the midst of an AI boom, with many predicting that it will have a bigger impact on the economy and the stock market than electricity did! $NVIDIA(NVDA)$ has been the poster child of this new AI revolution, as AI start-ups and cloud hyperscalers are spending hundreds of billions of dollars on GPUs. While Nvidia became rich by selling AI picks and shovels, $NEBIUS(NBIS)$ aims to become rich by being an AI refinery and processor. In gold mining, after miners have used picks and shovels, before gold can be of any use, it must be refined and processed. Similarly, raw GPU power (picks and shovels) is not enough. To deliver great AI services, companies need to refine AI to make it faster, m","images":[{"img":"https://community-static.tradeup.com/news/b9c1f6761dd3ab63fc902d0b2fee9d60","width":"1380","height":"974"},{"img":"https://community-static.tradeup.com/news/88b17bccd4606a58bdf20bc9b7562ceb","width":"1200","height":"620"},{"img":"https://community-static.tradeup.com/news/44bf3837702a3b5a2ff016fc4659997c","width":"1200","height":"696"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":91,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/557911599378872","isVote":1,"tweetType":1,"viewCount":2523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549668038727602","authorId":"3549668038727602","name":"iBuy_uSell","avatar":"https://static.tigerbbs.com/0e3e47e5305e34c6968002ff9c31335a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3549668038727602","idStr":"3549668038727602"},"content":"wow, scrolling it thru take minutes, massive content n shareholder like me bought without knowing much fundamental! great work man!","text":"wow, scrolling it thru take minutes, massive content n shareholder like me bought without knowing much fundamental! great work man!","html":"wow, scrolling it thru take minutes, massive content n shareholder like me bought without knowing much fundamental! great work man!"}],"imageCount":51,"langContent":"EN","totalScore":0},{"id":561530683060584,"gmtCreate":1778125161652,"gmtModify":1778141041747,"author":{"id":"3527667627883060","authorId":"3527667627883060","name":"Futures_Pro","avatar":"https://community-static.tradeup.com/news/e0b17bd96e48707e49a6ee695f3babc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667627883060","idStr":"3527667627883060"},"themes":[],"title":"💥How Long Can the Rally Last? 5 Red Flags for US Equities","htmlText":"Recently, the S&amp;P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr","listText":"Recently, the S&amp;P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr","text":"Recently, the S&P 500 has maintained strength near its highs, but analyzing from multiple dimensions such as valuation, fund flows, and insider trading reveals that the internal market is not experiencing consistent expansion. The current US stock market is closer to a phase where 'index resilience remains strong, but structural divergence continues to deepen': At the index level, it is still supported by leading heavyweight stocks and capital inflow, but absolute stock-bond valuations are weak, sector valuations are diverging, insider trading signals and the internal strength disparities among the M7 all suggest that the constraints of operating at high levels have not disappeared. This article will systematically review the structural characteristics and potential constraints of curr","images":[{"img":"https://community-static.tradeup.com/news/24bc6b628a34608939163504d8ba54e2","width":"865","height":"428"},{"img":"https://community-static.tradeup.com/news/77d59a087514d45cda34bb51008b085e","width":"855","height":"570"},{"img":"https://community-static.tradeup.com/news/c04d025e5e6c4ef24038315297213d04","width":"865","height":"479"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":24,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/561530683060584","isVote":1,"tweetType":1,"viewCount":7138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},{"id":561884871922288,"gmtCreate":1778210635894,"gmtModify":1778215203270,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Will Barrick Mining (B) Show Positive Capture Of Gold Prices Despite Its Rising Operational Costs","htmlText":"<a href=\"https://ttm.financial/S/B\">$Barrick Mining Corporation(B)$</a>, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial &amp; Operational Su","listText":"<a href=\"https://ttm.financial/S/B\">$Barrick Mining Corporation(B)$</a>, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial &amp; Operational Su","text":"$Barrick Mining Corporation(B)$, formerly Barrick Gold, is scheduled to report its fiscal Q1 2026 results on Monday, May 11, 2026, before the market opens. Coming off a year where gold prices saw significant volatility—peaking near $5,400/oz in early March before retracing—this report will be a critical indicator of how well Barrick captured those high realized prices against a backdrop of rising operational costs. Barrick Mining (B) reported its fiscal Q4 and full-year 2025 results on February 5, 2026. While the headline numbers reflected record-breaking financial performance fueled by high gold prices, the stock famously dropped over 8% immediately following the announcement due to a cautious outlook for 2026. Q4 2025 Financial & Operational Su","images":[{"img":"https://community-static.tradeup.com/news/c7dff5da6dda2caa1b05826f019818b0","width":"441","height":"604"},{"img":"https://community-static.tradeup.com/news/ea52002d1bdf3472dd675883a3ecd8c7","width":"1476","height":"431"},{"img":"https://community-static.tradeup.com/news/35c1017c2cf5dd4930ecb90764756405","width":"1477","height":"741"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":143,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/561884871922288","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":569544504870024,"gmtCreate":1780052559179,"gmtModify":1780053226772,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106547232749330","idStr":"4106547232749330"},"themes":[],"title":"[Sign UP Now] Leveraged & Inverse Strategies: Navigate Market Volatility with DLCs","htmlText":"Despite the recent sell-off driven by heightened geopolitical risks, global equity markets have proven more resilient than many investors expected. While volatility is likely to persist in 2026, we believe pockets of opportunities are emerging amid the uncertainty. How can investors position themselves to capitalize on these opportunities using DLCs? What is the outlook for the Singapore, U.S., and China markets? Join <a target=\"_blank\" href=\"https://ttm.financial/U/4105176974307820\">@Tiger_James Ooi</a> , Market Strategist at Tiger Brokers Singapore, and Marcus Ng, Vice President at Societe Generale, <a target=\"_blank\" href=\"https://ttm.financial/U/4225582686885462\">@SG DLC News</a> as they discuss trading opportunities in SGX-listed DLCs. Register the Exclusive Seminar via:","listText":"Despite the recent sell-off driven by heightened geopolitical risks, global equity markets have proven more resilient than many investors expected. While volatility is likely to persist in 2026, we believe pockets of opportunities are emerging amid the uncertainty. How can investors position themselves to capitalize on these opportunities using DLCs? What is the outlook for the Singapore, U.S., and China markets? Join <a target=\"_blank\" href=\"https://ttm.financial/U/4105176974307820\">@Tiger_James Ooi</a> , Market Strategist at Tiger Brokers Singapore, and Marcus Ng, Vice President at Societe Generale, <a target=\"_blank\" href=\"https://ttm.financial/U/4225582686885462\">@SG DLC News</a> as they discuss trading opportunities in SGX-listed DLCs. Register the Exclusive Seminar via:","text":"Despite the recent sell-off driven by heightened geopolitical risks, global equity markets have proven more resilient than many investors expected. While volatility is likely to persist in 2026, we believe pockets of opportunities are emerging amid the uncertainty. How can investors position themselves to capitalize on these opportunities using DLCs? What is the outlook for the Singapore, U.S., and China markets? Join @Tiger_James Ooi , Market Strategist at Tiger Brokers Singapore, and Marcus Ng, Vice President at Societe Generale, @SG DLC News as they discuss trading opportunities in SGX-listed DLCs. Register the Exclusive Seminar via:","images":[{"img":"https://community-static.tradeup.com/news/0508209e0a2f6849d2dfc1ae864648fb"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":67,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/569544504870024","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":558472605602616,"gmtCreate":1777367070863,"gmtModify":1777409400047,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Big Tech Earnings: MSFT, GOOG, META, AMZN, AAPL Compete, Who Is the Biggest AI Winner?","htmlText":"In the last two days of April, the most concentrated earnings window for the tech sector has arrived. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>, <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , and <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will all report after market on April 29, followed by AAPL on April 30. This is not just a quarterly data update — it is a collective test of one core question: Has AI spending actually translated into real revenue? 1. $MSFT: Can Azure justify a $24B capex surprise? Azure Q3 growth expectation: ~38% Citi &amp; Morgan Stanley modeling: 39% The gap looks small, but the real “powder keg” is Q4 capex guidance. Citi expects $40B cap","listText":"In the last two days of April, the most concentrated earnings window for the tech sector has arrived. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>, <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , and <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will all report after market on April 29, followed by AAPL on April 30. This is not just a quarterly data update — it is a collective test of one core question: Has AI spending actually translated into real revenue? 1. $MSFT: Can Azure justify a $24B capex surprise? Azure Q3 growth expectation: ~38% Citi &amp; Morgan Stanley modeling: 39% The gap looks small, but the real “powder keg” is Q4 capex guidance. Citi expects $40B cap","text":"In the last two days of April, the most concentrated earnings window for the tech sector has arrived. $Microsoft(MSFT)$, $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Meta Platforms, Inc.(META)$ will all report after market on April 29, followed by AAPL on April 30. This is not just a quarterly data update — it is a collective test of one core question: Has AI spending actually translated into real revenue? 1. $MSFT: Can Azure justify a $24B capex surprise? Azure Q3 growth expectation: ~38% Citi & Morgan Stanley modeling: 39% The gap looks small, but the real “powder keg” is Q4 capex guidance. Citi expects $40B cap","images":[{"img":"https://community-static.tradeup.com/news/341551ea347e66a50c3894fdefde105d"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":58,"commentSize":41,"repostSize":18,"link":"https://ttm.financial/post/558472605602616","isVote":1,"tweetType":1,"viewCount":15793,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"Going into this earnings cluster, I’m treating it as a test of AI monetization rather than just EPS. Among Microsoft, Alphabet, Amazon, and Apple, I see $Amazon.com(AMZN)$ as the most likely to rally post-earnings. AWS has the clearest visibility with backlog tied to OpenAI and Anthropic, so even moderate upside in growth can justify further re-rating. On $Microsoft(MSFT)$ , I’m more cautious. The $24B capex gap is a real narrative risk — if Azure doesn’t reaccelerate meaningfully, the market could quickly question ROI on AI spending. A small slowdown in growth could have an outsized impact on sentiment, making this the most asymmetric risk setup among the four. For $Apple(AAPL)$ , I expect a relatively steady quarter. With John Ternus stepping up, this feels more like a transition phase. I’ll focus on China and Services, while AI likely remains a WWDC story rather than a near-term catalyst. @Tiger_comments @TigerClub @TigerStars","text":"Going into this earnings cluster, I’m treating it as a test of AI monetization rather than just EPS. Among Microsoft, Alphabet, Amazon, and Apple, I see $Amazon.com(AMZN)$ as the most likely to rally post-earnings. AWS has the clearest visibility with backlog tied to OpenAI and Anthropic, so even moderate upside in growth can justify further re-rating. On $Microsoft(MSFT)$ , I’m more cautious. The $24B capex gap is a real narrative risk — if Azure doesn’t reaccelerate meaningfully, the market could quickly question ROI on AI spending. A small slowdown in growth could have an outsized impact on sentiment, making this the most asymmetric risk setup among the four. For $Apple(AAPL)$ , I expect a relatively steady quarter. With John Ternus stepping up, this feels more like a transition phase. I’ll focus on China and Services, while AI likely remains a WWDC story rather than a near-term catalyst. @Tiger_comments @TigerClub @TigerStars","html":"Going into this earnings cluster, I’m treating it as a test of AI monetization rather than just EPS. Among Microsoft, Alphabet, Amazon, and Apple, I see $Amazon.com(AMZN)$ as the most likely to rally post-earnings. AWS has the clearest visibility with backlog tied to OpenAI and Anthropic, so even moderate upside in growth can justify further re-rating. On $Microsoft(MSFT)$ , I’m more cautious. The $24B capex gap is a real narrative risk — if Azure doesn’t reaccelerate meaningfully, the market could quickly question ROI on AI spending. A small slowdown in growth could have an outsized impact on sentiment, making this the most asymmetric risk setup among the four. For $Apple(AAPL)$ , I expect a relatively steady quarter. With John Ternus stepping up, this feels more like a transition phase. I’ll focus on China and Services, while AI likely remains a WWDC story rather than a near-term catalyst. @Tiger_comments @TigerClub @TigerStars"},{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"🌟🌟🌟 The divergence between UBS & the broader market consensus for $Amazon.com(AMZN)$ is one of the boldest calls this earnings season. While the consensus expects AWS to grow 26% for FY26, UBS is modeling a huge 38%, nearly double the projected growth rate of 2025. Is it already priced in? AMZN has recently surged over 32% in the past month, hitting near record highs of USD 263. Anakysts have noted that at USD 258, it is already trading near its current fair value, suggesting less room for a massive pop unless the results are perfect. Amazon's huge USD 200 billion capex is also a cause for concern. While it signals confidence in AI demand, any slight miss in revenue could cause a negative reaction. Bull Case: If Amazon disclose that its USD 244B backlog is converting into revenue faster, then AMZN could jump over USD 300. Bear Case : If growth remains in mid 20s & no clear guidance, then it could be sold off. @Tiger_comments @TigerStars @Tiger_SG @CaptainTiger","text":"🌟🌟🌟 The divergence between UBS & the broader market consensus for $Amazon.com(AMZN)$ is one of the boldest calls this earnings season. While the consensus expects AWS to grow 26% for FY26, UBS is modeling a huge 38%, nearly double the projected growth rate of 2025. Is it already priced in? AMZN has recently surged over 32% in the past month, hitting near record highs of USD 263. Anakysts have noted that at USD 258, it is already trading near its current fair value, suggesting less room for a massive pop unless the results are perfect. Amazon's huge USD 200 billion capex is also a cause for concern. While it signals confidence in AI demand, any slight miss in revenue could cause a negative reaction. Bull Case: If Amazon disclose that its USD 244B backlog is converting into revenue faster, then AMZN could jump over USD 300. Bear Case : If growth remains in mid 20s & no clear guidance, then it could be sold off. @Tiger_comments @TigerStars @Tiger_SG @CaptainTiger","html":"🌟🌟🌟 The divergence between UBS & the broader market consensus for $Amazon.com(AMZN)$ is one of the boldest calls this earnings season. While the consensus expects AWS to grow 26% for FY26, UBS is modeling a huge 38%, nearly double the projected growth rate of 2025. Is it already priced in? AMZN has recently surged over 32% in the past month, hitting near record highs of USD 263. Anakysts have noted that at USD 258, it is already trading near its current fair value, suggesting less room for a massive pop unless the results are perfect. Amazon's huge USD 200 billion capex is also a cause for concern. While it signals confidence in AI demand, any slight miss in revenue could cause a negative reaction. Bull Case: If Amazon disclose that its USD 244B backlog is converting into revenue faster, then AMZN could jump over USD 300. Bear Case : If growth remains in mid 20s & no clear guidance, then it could be sold off. @Tiger_comments @TigerStars @Tiger_SG @CaptainTiger"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":556731138400720,"gmtCreate":1776953484719,"gmtModify":1777538691079,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000419","idStr":"9000000000000419"},"themes":[],"title":"🎁What the Tigers Say | AI Capex: The Billion-Dollar \"Inflection\" or a Valuation Trap?","htmlText":"Hey Tigers! 🐯Is the AI supercycle entering a new phase? While Big Tech pours unprecedented billions into silicon and steel, the market is starting to ask the tough questions: Where is the ROI? From <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> \"Terafab\" to the massive infrastructure spend by hyperscalers, we are witnessing a historic pivot. This week, our community experts break down whether we are buying a future platform or just funding an expensive R&amp;D race.Let's dive into the insights that matter! Let's rewind to the three sharpest takes from <a href=\"https://ttm.financial/personal/10000000000010843/\">EV_Dig</a>, <a href=\"https://ttm.financial/personal/3548734971517314/\">Mkoh</a> and <a href=\"https://ttm.financial/personal/4145797693007212/\">xc__</a>:1. $TSLA Ener","listText":"Hey Tigers! 🐯Is the AI supercycle entering a new phase? While Big Tech pours unprecedented billions into silicon and steel, the market is starting to ask the tough questions: Where is the ROI? From <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> \"Terafab\" to the massive infrastructure spend by hyperscalers, we are witnessing a historic pivot. This week, our community experts break down whether we are buying a future platform or just funding an expensive R&amp;D race.Let's dive into the insights that matter! Let's rewind to the three sharpest takes from <a href=\"https://ttm.financial/personal/10000000000010843/\">EV_Dig</a>, <a href=\"https://ttm.financial/personal/3548734971517314/\">Mkoh</a> and <a href=\"https://ttm.financial/personal/4145797693007212/\">xc__</a>:1. $TSLA Ener","text":"Hey Tigers! 🐯Is the AI supercycle entering a new phase? While Big Tech pours unprecedented billions into silicon and steel, the market is starting to ask the tough questions: Where is the ROI? From $Tesla Motors(TSLA)$ \"Terafab\" to the massive infrastructure spend by hyperscalers, we are witnessing a historic pivot. This week, our community experts break down whether we are buying a future platform or just funding an expensive R&D race.Let's dive into the insights that matter! Let's rewind to the three sharpest takes from EV_Dig, Mkoh and xc__:1. $TSLA Ener","images":[{"img":"https://community-static.tradeup.com/news/3d66f8dfe4456ff096fa30b8ab2716e6"},{"img":"https://community-static.tradeup.com/news/2f7a12d66cf9fb4649a11a7dffafb8a2"},{"img":"https://community-static.tradeup.com/news/079f425a3cedcb8af020533beb97ae20"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1403,"commentSize":2,"repostSize":47,"link":"https://ttm.financial/post/556731138400720","isVote":1,"tweetType":1,"viewCount":10565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":559515108245720,"gmtCreate":1777632069848,"gmtModify":1777632501877,"author":{"id":"3581560330669557","authorId":"3581560330669557","name":"Terra_Incognita","avatar":"https://community-static.tradeup.com/news/b5e59779a1eaa1b3dc28886ab0efa184","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581560330669557","idStr":"3581560330669557"},"themes":[],"title":"De-Noising the $AIIO FY2025 Report: A Buy-Side Perspective on Cash Flow Inflection and the \"R2R\" Ass","htmlText":"Ticker: <a href=\"https://ttm.financial/S/AIIO\">$Robo.ai Inc(AIIO)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>&nbsp;Market Segment: AI Infrastructure / Machine EconomyWall Street frequently misprices companies undergoing structural reorganizations, particularly when GAAP (Generally Accepted Accounting Principles) metrics are distorted by one-time legacy cleanups. For Robo.ai (NASDAQ: $AIIO), the FY2025 annual report represents a classic \"inflection point\" where accounting noise masks a fundamental shift in operational strength. To accurately value $AIIO, investors should look beyond","listText":"Ticker: <a href=\"https://ttm.financial/S/AIIO\">$Robo.ai Inc(AIIO)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>&nbsp;Market Segment: AI Infrastructure / Machine EconomyWall Street frequently misprices companies undergoing structural reorganizations, particularly when GAAP (Generally Accepted Accounting Principles) metrics are distorted by one-time legacy cleanups. For Robo.ai (NASDAQ: $AIIO), the FY2025 annual report represents a classic \"inflection point\" where accounting noise masks a fundamental shift in operational strength. To accurately value $AIIO, investors should look beyond","text":"Ticker: $Robo.ai Inc(AIIO)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Rivian Automotive, Inc.(RIVN)$ Market Segment: AI Infrastructure / Machine EconomyWall Street frequently misprices companies undergoing structural reorganizations, particularly when GAAP (Generally Accepted Accounting Principles) metrics are distorted by one-time legacy cleanups. For Robo.ai (NASDAQ: $AIIO), the FY2025 annual report represents a classic \"inflection point\" where accounting noise masks a fundamental shift in operational strength. To accurately value $AIIO, investors should look beyond","images":[{"img":"https://community-static.tradeup.com/news/14ae85de2e008713cc4a9f5112bddd74"},{"img":"https://community-static.tradeup.com/news/7dfc2caf9b0c427e525267f0705a1b97"},{"img":"https://community-static.tradeup.com/news/30b3aa61185ffd991d81018e7da74d03"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/559515108245720","isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":559474642837624,"gmtCreate":1777622187542,"gmtModify":1777624078507,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"The Great Divide: Team Google &amp; Amazon vs Team Meta &amp; Microsoft&nbsp; 🌟🌟🌟The Great Divide of April 2026 refers to the massive split in how investors are reacting to Capital Expenditure or Capex across the 4 tech giants - Team Google &amp; Amazon vs Team Meta &amp; Microsoft.&nbsp; While all are spending historic amounts on AI infrastructure - totalling a projected USD 725 billion for 2026, only 2 are currently showing immediate financial \"receipts\" to justify it. Team Google &amp; Amazon&nbsp; <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> and&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> are the current winners because their AI spending is directly fueling massive growth in their Clou","listText":"The Great Divide: Team Google &amp; Amazon vs Team Meta &amp; Microsoft&nbsp; 🌟🌟🌟The Great Divide of April 2026 refers to the massive split in how investors are reacting to Capital Expenditure or Capex across the 4 tech giants - Team Google &amp; Amazon vs Team Meta &amp; Microsoft.&nbsp; While all are spending historic amounts on AI infrastructure - totalling a projected USD 725 billion for 2026, only 2 are currently showing immediate financial \"receipts\" to justify it. Team Google &amp; Amazon&nbsp; <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> and&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> are the current winners because their AI spending is directly fueling massive growth in their Clou","text":"The Great Divide: Team Google & Amazon vs Team Meta & Microsoft 🌟🌟🌟The Great Divide of April 2026 refers to the massive split in how investors are reacting to Capital Expenditure or Capex across the 4 tech giants - Team Google & Amazon vs Team Meta & Microsoft. While all are spending historic amounts on AI infrastructure - totalling a projected USD 725 billion for 2026, only 2 are currently showing immediate financial \"receipts\" to justify it. Team Google & Amazon $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ are the current winners because their AI spending is directly fueling massive growth in their Clou","images":[{"img":"https://community-static.tradeup.com/news/c52965de34fdfe7858edeb92ed1d36d6","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/23d53ca40d804fd29a2e3dba7b430630","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/de0b97d0063b107530240ec5c5d19755","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":11,"repostSize":22,"link":"https://ttm.financial/post/559474642837624","isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000615","authorId":"9000000000000615","name":"quixzi","avatar":"https://static.tigerbbs.com/256ffdc976dab81f8d06c84c0e0e8e43","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000615","idStr":"9000000000000615"},"content":"True, the ROI focus is key now.","text":"True, the ROI focus is key now.","html":"True, the ROI focus is key now."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":558325517939816,"gmtCreate":1777341657054,"gmtModify":1777347521190,"author":{"id":"4144309159646392","authorId":"4144309159646392","name":"CSOP AML","avatar":"https://community-static.tradeup.com/news/980370ff570660b9a42525dade531ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144309159646392","idStr":"4144309159646392"},"themes":[],"title":"Geopolitics Continue to Drive Volatility While AI Theme Offers Support 【CSOP SG Weekly】","htmlText":"【Money Market Fund】 US$ MMF Net 7-day Yield: +3.63%* Looking ahead, the FOMC meeting in the coming week is widely expected to deliver another rate pause amid ongoing Middle East tensions, with no updated SEP released. According to HSBC, with this likely being Fed Chair Powell’s final meeting and Chair‑nominee Kevin Warsh’s confirmation timing uncertain, markets are taking limited policy signals, leaving near‑term moves largely driven by geopolitical headlines. Despite the geopolitical headlines, we expect CSOPUMM to continue delivering stable yields in the near-term. * Data as of 2026/04/24. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑1.46% As of 24 April 2026 (Fri), <a href=\"https://ttm.financial/S/SRT.SI\">$CSOP iEdge SREIT</a>","listText":"【Money Market Fund】 US$ MMF Net 7-day Yield: +3.63%* Looking ahead, the FOMC meeting in the coming week is widely expected to deliver another rate pause amid ongoing Middle East tensions, with no updated SEP released. According to HSBC, with this likely being Fed Chair Powell’s final meeting and Chair‑nominee Kevin Warsh’s confirmation timing uncertain, markets are taking limited policy signals, leaving near‑term moves largely driven by geopolitical headlines. Despite the geopolitical headlines, we expect CSOPUMM to continue delivering stable yields in the near-term. * Data as of 2026/04/24. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑1.46% As of 24 April 2026 (Fri), <a href=\"https://ttm.financial/S/SRT.SI\">$CSOP iEdge SREIT</a>","text":"【Money Market Fund】 US$ MMF Net 7-day Yield: +3.63%* Looking ahead, the FOMC meeting in the coming week is widely expected to deliver another rate pause amid ongoing Middle East tensions, with no updated SEP released. According to HSBC, with this likely being Fed Chair Powell’s final meeting and Chair‑nominee Kevin Warsh’s confirmation timing uncertain, markets are taking limited policy signals, leaving near‑term moves largely driven by geopolitical headlines. Despite the geopolitical headlines, we expect CSOPUMM to continue delivering stable yields in the near-term. * Data as of 2026/04/24. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑1.46% As of 24 April 2026 (Fri), $CSOP iEdge SREIT","images":[{"img":"https://community-static.tradeup.com/news/1409b17b3b2f101ec70152f268704478","width":"561","height":"260"},{"img":"https://community-static.tradeup.com/news/bd85befd1c11a8fa5d5896a5fdb8800f","width":"559","height":"260"},{"img":"https://community-static.tradeup.com/news/4f36b2d39e93bf4273c0b8127b786742","width":"559","height":"274"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":70,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/558325517939816","isVote":1,"tweetType":1,"viewCount":24528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":558026245604184,"gmtCreate":1777268588664,"gmtModify":1777277231304,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"💰Big Tech Earnings Week: The $100B+ AI Capex Reckoning — Cloud ROI Showdown or Margin Mirage? 🔥📊","htmlText":"This week marks the most anticipated synchronized earnings audit in recent memory. Microsoft, Meta, Amazon, Alphabet, and Apple drop results almost back-to-back, delivering the market’s first comprehensive look at whether the trillions in AI-related hype are finally translating into real returns. The five giants have collectively poured over $100 billion into AI infrastructure over the past two years — now comes the moment of truth on cloud acceleration, ad monetization efficiency, and whether capex is starting to pay off in margins. 😤 Two big battles dominate the narrative: Cloud growth supremacy (Azure vs AWS vs GCP) Advertising efficiency and ARPU leverage (Meta vs Google) Apple stands somewhat apart, with supply chain risks and the John Ternus CEO transition adding standalone uncertai","listText":"This week marks the most anticipated synchronized earnings audit in recent memory. Microsoft, Meta, Amazon, Alphabet, and Apple drop results almost back-to-back, delivering the market’s first comprehensive look at whether the trillions in AI-related hype are finally translating into real returns. The five giants have collectively poured over $100 billion into AI infrastructure over the past two years — now comes the moment of truth on cloud acceleration, ad monetization efficiency, and whether capex is starting to pay off in margins. 😤 Two big battles dominate the narrative: Cloud growth supremacy (Azure vs AWS vs GCP) Advertising efficiency and ARPU leverage (Meta vs Google) Apple stands somewhat apart, with supply chain risks and the John Ternus CEO transition adding standalone uncertai","text":"This week marks the most anticipated synchronized earnings audit in recent memory. Microsoft, Meta, Amazon, Alphabet, and Apple drop results almost back-to-back, delivering the market’s first comprehensive look at whether the trillions in AI-related hype are finally translating into real returns. The five giants have collectively poured over $100 billion into AI infrastructure over the past two years — now comes the moment of truth on cloud acceleration, ad monetization efficiency, and whether capex is starting to pay off in margins. 😤 Two big battles dominate the narrative: Cloud growth supremacy (Azure vs AWS vs GCP) Advertising efficiency and ARPU leverage (Meta vs Google) Apple stands somewhat apart, with supply chain risks and the John Ternus CEO transition adding standalone uncertai","images":[{"img":"https://community-static.tradeup.com/news/09ff66ad735c48810d0d69fb5c20028a","width":"1200","height":"675"},{"img":"https://community-static.tradeup.com/news/6619bce4878753183e5a3807acaa5116","width":"620","height":"253"},{"img":"https://community-static.tradeup.com/news/e922addce1ab08fb080bdec71551d103","width":"1056","height":"329"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558026245604184","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":558001185345896,"gmtCreate":1777263467874,"gmtModify":1777274183967,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000439","idStr":"9000000000000439"},"themes":[],"title":"Weekly: Market Flatlines, Oil Spikes, Mag7 Carries the Load: 4 Markets to Know","htmlText":"Last Week's Recap1. NASDAQ +1.5% on Semis, but Consumer Sentiment Cracks Below 50: Weekly WrapSlowing down — U.S. indexes flattened after three straight weekly records. The NASDAQ rose 1.5% (semis-led), the S&amp;P 500 edged up fractionally, and the Dow slipped slightly.Energy shocks — Middle East tensions pushed U.S. crude to ~$95/bbl (from ~$83), though still well below the April 7 peak of ~$113.Top-heavy earnings — The Magnificent Seven are expected to deliver Q1 EPS growth of 22.8% vs. just 10.1% for the rest of the S&amp;P 500, per FactSet.Growth tops value — Growth stocks outran value for a fourth straight week, gaining 16% over the stretch vs. 8% for value, narrowing value’s YTD lead.Retail rebound — March retail sales surged 1.7% (fastest in 3+ years), but the jump was largely gaso","listText":"Last Week's Recap1. NASDAQ +1.5% on Semis, but Consumer Sentiment Cracks Below 50: Weekly WrapSlowing down — U.S. indexes flattened after three straight weekly records. The NASDAQ rose 1.5% (semis-led), the S&amp;P 500 edged up fractionally, and the Dow slipped slightly.Energy shocks — Middle East tensions pushed U.S. crude to ~$95/bbl (from ~$83), though still well below the April 7 peak of ~$113.Top-heavy earnings — The Magnificent Seven are expected to deliver Q1 EPS growth of 22.8% vs. just 10.1% for the rest of the S&amp;P 500, per FactSet.Growth tops value — Growth stocks outran value for a fourth straight week, gaining 16% over the stretch vs. 8% for value, narrowing value’s YTD lead.Retail rebound — March retail sales surged 1.7% (fastest in 3+ years), but the jump was largely gaso","text":"Last Week's Recap1. NASDAQ +1.5% on Semis, but Consumer Sentiment Cracks Below 50: Weekly WrapSlowing down — U.S. indexes flattened after three straight weekly records. The NASDAQ rose 1.5% (semis-led), the S&P 500 edged up fractionally, and the Dow slipped slightly.Energy shocks — Middle East tensions pushed U.S. crude to ~$95/bbl (from ~$83), though still well below the April 7 peak of ~$113.Top-heavy earnings — The Magnificent Seven are expected to deliver Q1 EPS growth of 22.8% vs. just 10.1% for the rest of the S&P 500, per FactSet.Growth tops value — Growth stocks outran value for a fourth straight week, gaining 16% over the stretch vs. 8% for value, narrowing value’s YTD lead.Retail rebound — March retail sales surged 1.7% (fastest in 3+ years), but the jump was largely gaso","images":[{"img":"https://community-static.tradeup.com/news/c30d508014d3b16ac3152c885923e50e"},{"img":"https://community-static.tradeup.com/news/b6e9cad5f3b2f72f9359654a6a741883"},{"img":"https://community-static.tradeup.com/news/98f1a35ad2a0e1ad648289fd260fe761"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/558001185345896","isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":556252514104384,"gmtCreate":1776837047972,"gmtModify":1776841848124,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Can Blackstone \"Private Wealth\" Channel Continue To Thrive In Volatile Rate Environment?","htmlText":"<a href=\"https://ttm.financial/S/BX\">$Blackstone Group LP(BX)$</a> is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, before the market opens. After a rough start to the year for the stock, the focus has shifted from simple growth to the resilience of their private credit and data center portfolios. Here is a breakdown of what to expect and the levers that will move the price. The Numbers: Estimates &amp; Forecasts EPS (Adjusted/Distributable): Consensus is roughly $1.19 to $1.33. Revenue: Expected around $3.01B to $3.4B. Recent Momentum: Blackstone provided an intra-quarter update in late March, noting realized performance revenues in excess of $680 million for the first ten weeks of the year, signaling that exit activity (selling assets) started the year on a","listText":"<a href=\"https://ttm.financial/S/BX\">$Blackstone Group LP(BX)$</a> is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, before the market opens. After a rough start to the year for the stock, the focus has shifted from simple growth to the resilience of their private credit and data center portfolios. Here is a breakdown of what to expect and the levers that will move the price. The Numbers: Estimates &amp; Forecasts EPS (Adjusted/Distributable): Consensus is roughly $1.19 to $1.33. Revenue: Expected around $3.01B to $3.4B. Recent Momentum: Blackstone provided an intra-quarter update in late March, noting realized performance revenues in excess of $680 million for the first ten weeks of the year, signaling that exit activity (selling assets) started the year on a","text":"$Blackstone Group LP(BX)$ is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, before the market opens. After a rough start to the year for the stock, the focus has shifted from simple growth to the resilience of their private credit and data center portfolios. Here is a breakdown of what to expect and the levers that will move the price. The Numbers: Estimates & Forecasts EPS (Adjusted/Distributable): Consensus is roughly $1.19 to $1.33. Revenue: Expected around $3.01B to $3.4B. Recent Momentum: Blackstone provided an intra-quarter update in late March, noting realized performance revenues in excess of $680 million for the first ten weeks of the year, signaling that exit activity (selling assets) started the year on a","images":[{"img":"https://community-static.tradeup.com/news/e5435592b4098d71281862cfa129a3b6","width":"442","height":"605"},{"img":"https://community-static.tradeup.com/news/2d47379864d60a6cc2fd532b04a7a0ec","width":"1611","height":"789"},{"img":"https://community-static.tradeup.com/news/e43e2468ae6203e74bab11b6210d5092","width":"1621","height":"794"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":18,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/556252514104384","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @Barcode @Shyon @JC888 @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel","text":"Nice Sharing 😁 @Barcode @Shyon @JC888 @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel","html":"Nice Sharing 😁 @Barcode @Shyon @JC888 @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":553044626187688,"gmtCreate":1776031584178,"gmtModify":1776038621575,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"BlackRock Next Leg of Institutional Mandates To Watch","htmlText":"<a href=\"https://ttm.financial/S/BLK\">$BlackRock(BLK)$</a> is confirmed to report its Q1 2026 earnings on Tuesday, April 14, 2026, before the market opens. Following a record-breaking 2025 where Assets Under Management (AUM) crossed the $14 trillion mark, this report will be a critical barometer for the broader financial services sector and the health of institutional capital flows. Q1 2026 Earnings Expectations Consensus EPS Estimate: $12.01 – $12.06 (representing ~6% to 7% YoY growth). Consensus Revenue Estimate: $6.62 billion (a projected ~25% YoY increase). Recent Momentum: BlackRock has an average earnings surprise of 8.2% over the last four quarters. However, recent analyst sentiment is mixed, with the Zacks Consensus Estimate being revised downward by 1.7% in the week leading up to","listText":"<a href=\"https://ttm.financial/S/BLK\">$BlackRock(BLK)$</a> is confirmed to report its Q1 2026 earnings on Tuesday, April 14, 2026, before the market opens. Following a record-breaking 2025 where Assets Under Management (AUM) crossed the $14 trillion mark, this report will be a critical barometer for the broader financial services sector and the health of institutional capital flows. Q1 2026 Earnings Expectations Consensus EPS Estimate: $12.01 – $12.06 (representing ~6% to 7% YoY growth). Consensus Revenue Estimate: $6.62 billion (a projected ~25% YoY increase). Recent Momentum: BlackRock has an average earnings surprise of 8.2% over the last four quarters. However, recent analyst sentiment is mixed, with the Zacks Consensus Estimate being revised downward by 1.7% in the week leading up to","text":"$BlackRock(BLK)$ is confirmed to report its Q1 2026 earnings on Tuesday, April 14, 2026, before the market opens. Following a record-breaking 2025 where Assets Under Management (AUM) crossed the $14 trillion mark, this report will be a critical barometer for the broader financial services sector and the health of institutional capital flows. Q1 2026 Earnings Expectations Consensus EPS Estimate: $12.01 – $12.06 (representing ~6% to 7% YoY growth). Consensus Revenue Estimate: $6.62 billion (a projected ~25% YoY increase). Recent Momentum: BlackRock has an average earnings surprise of 8.2% over the last four quarters. However, recent analyst sentiment is mixed, with the Zacks Consensus Estimate being revised downward by 1.7% in the week leading up to","images":[{"img":"https://community-static.tradeup.com/news/0bfd758ca057741a4f3963d1abd20b8b","width":"441","height":"603"},{"img":"https://community-static.tradeup.com/news/8b47160df76c1f99bf9f81ecd5ae3022","width":"1491","height":"740"},{"img":"https://community-static.tradeup.com/news/b283763bc0200db03e280c240ec1b872","width":"1615","height":"792"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":444,"commentSize":1,"repostSize":25,"link":"https://ttm.financial/post/553044626187688","isVote":1,"tweetType":1,"viewCount":2642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000425","authorId":"9000000000000425","name":"PeteLeacock","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000425","idStr":"9000000000000425"},"content":"Definitely, their Physical AI comments could push BLK shares higher post-earnings.[看涨]","text":"Definitely, their Physical AI comments could push BLK shares higher post-earnings.[看涨]","html":"Definitely, their Physical AI comments could push BLK shares higher post-earnings.[看涨]"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":562329104584832,"gmtCreate":1778319185390,"gmtModify":1778484895530,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic","listText":"<a href=\"https://ttm.financial/S/MARA\">$MARA Holdings(MARA)$&nbsp;</a>is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic","text":"$MARA Holdings(MARA)$ is scheduled to release its Q1 2026 earnings this coming Monday, May 11, 2026, after the market closes. The company will follow up with a conference call at 5:00 p.m. ET. Investors are watching this report closely as it marks a pivotal moment for the company's shift from a pure-play Bitcoin miner to a broader digital infrastructure firm focusing on AI and High-Performance Computing (HPC). Earnings Expectations (Q1 2026) The consensus among analysts suggests a focus on the company's narrowing losses and strategic pivot rather than just immediate profitability. Estimated EPS: $-2.34 (reflecting continued heavy investment and operational shifts). Estimated Revenue: Approximately $184.21 million. Key Themes: Strategic","images":[{"img":"https://community-static.tradeup.com/news/decca482822d33fef51c1b3aac13c342","width":"873","height":"1301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/562329104584832","isVote":1,"tweetType":1,"viewCount":1890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274809522537","authorId":"3479274809522537","name":"stomachooo","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274809522537","idStr":"3479274809522537"},"content":"MARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?","text":"MARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?","html":"MARA always turns earnings into chaos lol, anyone actually buying the AI pivot yet?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":562865805037616,"gmtCreate":1778448166925,"gmtModify":1778463698557,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"","htmlText":"As of May 10, 2026,&nbsp;<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$&nbsp;</a> is currently in its \"quiet period\" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the \"analysis summary\" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health &amp; Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con","listText":"As of May 10, 2026,&nbsp;<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$&nbsp;</a> is currently in its \"quiet period\" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the \"analysis summary\" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health &amp; Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con","text":"As of May 10, 2026, $JD.com(JD)$ is currently in its \"quiet period\" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the \"analysis summary\" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health & Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":149,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/562865805037616","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000608","authorId":"9000000000000608","name":"EllisBird","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000608","idStr":"9000000000000608"},"content":"JD holding 30 is the whole game lol, anyone else watching volume into Tuesday?","text":"JD holding 30 is the whole game lol, anyone else watching volume into Tuesday?","html":"JD holding 30 is the whole game lol, anyone else watching volume into Tuesday?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":557676216525424,"gmtCreate":1777183132135,"gmtModify":1777278794440,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"title":"","htmlText":"GOOGL’s Two-Front War: Will the TPU 8 Split Finally Dethrone Nvidia and OpenAI? Google just drew a massive line in the silicon sand at Cloud Next 2026. By launching the 8th-gen TPU with a hard architectural split—the TPU 8t for heavy-duty training and the TPU 8i dedicated purely to inference—Google Cloud is aggressively attacking the most expensive bottlenecks in AI. Paired with a massive \"Gemini Enterprise\" rollout focused on AI agents, the narrative is suddenly shifting. The market is now forced into a high-stakes debate: is Google finally executing a masterstroke to undercut Nvidia on compute costs and rival OpenAI in the enterprise, or is this just another incredibly expensive game of catch-up? Let’s break down the implications for GOOGL’s valuation and the broader AI trade. 1️⃣ The \"8","listText":"GOOGL’s Two-Front War: Will the TPU 8 Split Finally Dethrone Nvidia and OpenAI? Google just drew a massive line in the silicon sand at Cloud Next 2026. By launching the 8th-gen TPU with a hard architectural split—the TPU 8t for heavy-duty training and the TPU 8i dedicated purely to inference—Google Cloud is aggressively attacking the most expensive bottlenecks in AI. Paired with a massive \"Gemini Enterprise\" rollout focused on AI agents, the narrative is suddenly shifting. The market is now forced into a high-stakes debate: is Google finally executing a masterstroke to undercut Nvidia on compute costs and rival OpenAI in the enterprise, or is this just another incredibly expensive game of catch-up? Let’s break down the implications for GOOGL’s valuation and the broader AI trade. 1️⃣ The \"8","text":"GOOGL’s Two-Front War: Will the TPU 8 Split Finally Dethrone Nvidia and OpenAI? Google just drew a massive line in the silicon sand at Cloud Next 2026. By launching the 8th-gen TPU with a hard architectural split—the TPU 8t for heavy-duty training and the TPU 8i dedicated purely to inference—Google Cloud is aggressively attacking the most expensive bottlenecks in AI. Paired with a massive \"Gemini Enterprise\" rollout focused on AI agents, the narrative is suddenly shifting. The market is now forced into a high-stakes debate: is Google finally executing a masterstroke to undercut Nvidia on compute costs and rival OpenAI in the enterprise, or is this just another incredibly expensive game of catch-up? Let’s break down the implications for GOOGL’s valuation and the broader AI trade. 1️⃣ The \"8","images":[{"img":"https://community-static.tradeup.com/news/d77c9c3ef690f9264992d171894e2203","width":"768","height":"1376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/557676216525424","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274693897770","authorId":"3479274693897770","name":"gogogoFor","avatar":"https://static.tigerbbs.com/41e3c21f1c77726bb01f69df36c96644","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274693897770","idStr":"3479274693897770"},"content":"Google's move here could finally pressure Nvidia's pricing power in inference.","text":"Google's move here could finally pressure Nvidia's pricing power in inference.","html":"Google's move here could finally pressure Nvidia's pricing power in inference."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":557712063873408,"gmtCreate":1777191882612,"gmtModify":1777261205631,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/093c5f5d59b123cb7b9a264ceb337d94","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"themes":[],"title":"My Analysis for Next Week: Tech Earnings, AI Monetization, and the CapEx-to-Revenue Shift","htmlText":"The NASDAQ had a solid session on friday, climbing about 255 points (just over 1%). Momentum in tech remains strong, and the conversation with clients has shifted noticeably from late last year. The big question now isn’t just whether companies are spending on AI infrastructure—it’s whether that massive CapEx is finally translating into real monetization, and whether those gains are spreading beyond the usual Big Tech suspects. We’re already seeing early signs of that spread with names like <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and <a href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$&nbsp;</a>&nbsp;, and the market is actively debating the “Software-as-a-Goose” trade after moves in ServiceNow and others this week. Next week is going t","listText":"The NASDAQ had a solid session on friday, climbing about 255 points (just over 1%). Momentum in tech remains strong, and the conversation with clients has shifted noticeably from late last year. The big question now isn’t just whether companies are spending on AI infrastructure—it’s whether that massive CapEx is finally translating into real monetization, and whether those gains are spreading beyond the usual Big Tech suspects. We’re already seeing early signs of that spread with names like <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and <a href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$&nbsp;</a>&nbsp;, and the market is actively debating the “Software-as-a-Goose” trade after moves in ServiceNow and others this week. Next week is going t","text":"The NASDAQ had a solid session on friday, climbing about 255 points (just over 1%). Momentum in tech remains strong, and the conversation with clients has shifted noticeably from late last year. The big question now isn’t just whether companies are spending on AI infrastructure—it’s whether that massive CapEx is finally translating into real monetization, and whether those gains are spreading beyond the usual Big Tech suspects. We’re already seeing early signs of that spread with names like $Intel(INTC)$ and $Cisco(CSCO)$ , and the market is actively debating the “Software-as-a-Goose” trade after moves in ServiceNow and others this week. Next week is going t","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":1,"repostSize":21,"link":"https://ttm.financial/post/557712063873408","isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @DiAngel @Barcode @JC888 @Shyon @Aqa @koolgal","text":"Nice Sharing 😁 @DiAngel @Barcode @JC888 @Shyon @Aqa @koolgal","html":"Nice Sharing 😁 @DiAngel @Barcode @JC888 @Shyon @Aqa @koolgal"}],"imageCount":0,"langContent":"EN","totalScore":0}]}