To The Moon

Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on $$JD.com(JD)$$ following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear

Tiger Research Team maintains a BUY rating and $30.00 Price Target on $Bilibili Inc.(BILI)$ after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on

1. Lead / Setup 📊 Tiger Research Team maintains BUY rating and increases Price Target to $160 (from $150) as $$Baidu, Inc.(BIDU)$$ reports a strong 1Q26 that reinforces the view that the company is increasingly transitioning from a legacy search/advertising business into an AI infrastructure and application company. Headline revenue of RMB32.1bn was 2% above consensus and 5% above their estimate, while GAAP operating income, EBITDA and non-GAAP EPADS all beat their estimates. 👇 The Resilience: Despite continued weakness in legacy advertising, Baidu's strategic pivot to AI is accelerating. The most important incremental point is that AI is now the majority of Baidu's core revenue base for the first time. Baidu Core AI-powered Busine

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 NVDA's latest earnings call just released, and it is the move driving this week's tape! The company delivered a massive beat with a record-high revenue of $81.6 billion—up 20% sequentially and 85% year-over-year—significantly exceeding Wall Street expectations of $78.8-$79.2 billion. That's the backdrop for today's question — Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point？ — and three Tigers have already staked out different reads, from @nerdbull1669, @TheBeautyofOptions, and @Shyon : 1. nerdbull1669 | Why Nvidia

$NVIDIA(NVDA)$ (GS Buy, Target Price $250 (New), Rating Maintained) This is a pre-earnings preview note. GS reiterates its Buy stance ahead of the earnings release. Current reference price: $207.83; target price: $250; implied upside: 20.3%. GS expects this quarter to be a "beat-and-raise" quarter, but believes the bar for the stock to outperform the broader market is quite high. Market expectations have already been significantly lifted by positive supply-chain data from $Taiwan Semiconductor Manufacturing(TSM)$ and $SK Hynix, Inc.(HXSCL)$ , as well as upward revisions to CapEx by hyperscale cloud providers. Two key signals in this report deserve close attention

👋 Hey Tigers! The F4Q26 earnings report for $Alibaba(BABA)$ is in. Here's what the Tiger Research Team is saying: 👉 Maintain BUY rating 👉 Price Target maintained at $175 📈 👉 Latest Price as of May 13th: $144.22 The quarter was strategically encouraging but financially messy — revenue and profits missed estimates meaningfully, yet AI and cloud commercialization showed acceleration. Here's the breakdown 👇 1. F4Q26 Financial Check: The Numbers vs. Estimates 📉 Revenue: 📊 Revenue of RMB243.4bn was 4% below Tiger estimates (RMB253.5bn) and 1% below consensus (RMB247.0bn) The miss was partly due to reclassification of certain merchant subsidies from sales & marketing expense to contra-CMR Profitability (the main negative): 📉 Gross profit of RMB84.0bn

👋 Hey Tigers! The 1Q26 earnings report for Tencent Holdings ( $TENCENT(00700)$ ) is in. Here's what the Tiger Research Team is saying: 👉 Maintain BUY rating 👉 Price Target decreased to HK$690 (was HK$700) 📈 👉 As of May 13th Price: HK$457.20 The quarter was strategically positive and financially solid — revenue was slightly light on timing, yet profits beat estimates. More importantly, core businesses remain highly cash generative while AI is moving from a broad strategic narrative into visible product deployment and early monetization. Here's the breakdown 👇 1. 1Q26 Financial Check: The Numbers vs. Estimates 📊 Revenue: 📊 Revenue of RMB196.5bn was 3% below Tiger estimates (RMB203.2bn) and 1% below consensus (RMB197.6bn) The miss was partly due to

$Astera Labs, Inc.(ALAB)$ A reported 1Q26 results on May 6, with revenue, gross margin, operating margin, and EPS all beating consensus. The company guided 2Q26 revenue of $360M (+17% QoQ), significantly above consensus of $310M. JPMorgan raised its price target to $280 (from $205) and reiterated Overweight, signaling that the AI high-speed interconnect sector has entered a new phase driven by product portfolio expansion. I. 📌 Consensus One: AI Infrastructure Remains the Core Engine View: The AI compute arms race shows no signs of deceleration; cloud and hyperscaler customers continue aggressive capacity build-out. Logic: 1Q26 revenue of $308.4M (+14% QoQ, +93% YoY) and 2Q26 guidance of $360M (+17% QoQ, +88% YoY) both significantly exceeded consen

Capital_Insights | May 5, 2026 | 12:30 PM ET 1. Executive Summary Stocks are climbing toward all-time highs as crude oil slides more than 3%, unleashing a wave of risk appetite. S&P 500: +0.6% NASDAQ: +0.7% Dow Jones: +248 points The cooling oil price triggered a "buy-the-dip" mentality. The 10-year Treasury yield pulling back to 4.42% added fuel to the fire. Meanwhile, earnings continue to provide individual stock catalysts. 2. Thesis Validation Pre-market narrative: "Oil is still elevated + Hormuz isn't resolved — can this rally last?" Mid-day verdict: Yes. The ceasefire remains in place. Brent crude dropped from yesterday's $115 handle, giving sidelined capital a green light to step back in. 📌 Key insight: When oil drops, dip buyers wake up. Simple as that. 3. Key Intraday Levels ET

Recently, two heavyweights on Wall Street have spoken out—legendary trader Paul Tudor Jones and JPMorgan Chase CEO Jamie Dimon. This is not alarmism or fear-mongering; it is an effort to lay out the most genuine vulnerabilities in the current market for the average investor to see. Is the US Stock Market Expensive? Look at This "Heart-Wrenching" Data A 50-year market veteran, Paul Tudor Jones, who lived through the 1987 crash, the 2000 dot‑com bubble and the 2008 financial crisis, has warned that while the S&P 500 is a strong long‑term investment, its century‑average includes P/E ratios of just 6%–8% ，one‑third of today’s level. He stresses valuations matter greatly, and the market is highly overvalued. U.S. stock market capitalization now stands at 252% of GDP, far exceeding levels be