🔍Sum up your week of trading in one sentence!
Hi，Tigers：
The market fell continuously this week💥
The precious metals market experienced a deep correction[Put]
💡What trades did you make this week?
Let’s break it down. These stories drove the markets.
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@Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger
Seems like the common denominator is capital expenditure, also the bigger companies wanting to dabble with AI face the issue of likely having too much orders that they cannot fulfill, or have to worry about the likely shortage of memory.
2026 seems like a year where investors don't just splash their cash, things are now proceeding with more caution [Thinking]
Still, the core business remains healthy. AWS grew 24%, its fastest pace in over three years, and continues to generate over 60% of operating profit. Heavy investments in AI infrastructure and in-house chips are weighing on near-term margins, but they reinforce Amazon’s long-term cloud leadership.
This reaction highlights Wall Street’s shifting stance: AI spending must now deliver visible returns. In my view, the pullback looks more like a reset of expectations rather than a breakdown in Amazon’s long-term thesis.
@Tiger_comments @TigerStars @TigerClub @Daily_Discussion
Following the latest quarterly reports released in late January and early February 2026, several high-cap AI infrastructure companies saw a significant "relief rally." Traders who bought the dip ahead of earnings reports for major hardware providers saw double-digit gains this week as guidance for the rest of 2026 exceeded analyst expectations.