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01:32
It's Time to Check Capex Again
$INTC$ An absolutely absurd rally. I thought recommending sell puts yesterday was aggressive — turns out it was still too conservative. Some large call buys have appeared, like $INTC 20260821 110.0 CALL$ and $INTC 20260618 130.0 CALL$ . That said, judging by the tape, some of those may have been closed by the end of the day. Put strikes are roughly where expected — around 70. Selling puts at that level is fine, or just wait for a pullback. For holders: not every potential pullback requires exiting a position. Some may try to sell high and buy back lower — but this year, that's a great way to get left behind. $NVDA$ Same view as yesterday: range-bound
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00:07
After Seagate Strong Results, Can SanDisk Reach $1100 As MS Expected?
$Seagate Technology PLC(STX)$ released its earnings last night. Goldman Sachs analysts raised their price target from $385 to $700 on the same day — an 82% increase within three hours, with normalized EPS estimates revised from $17.50 to $32.00.$SanDisk Corp.(SNDK)$ earnings are about to be released on April 30th.Seagate beat across the boardRevenue: $3.11B (+44.1% YoY), +5.5% above StreetGross margin: 47.0%, +230bps vs StreetEPS: $4.10, +16.8% above StreetQ2 revenue guidance (midpoint): $3.45B, +10.3% vs StreetThe most critical strategic signal: Management explicitly stated they do not plan to increase capacity. Keeping supply tight = deliberately maintaining pricing power.Why Seagate’s results directly i
TOPShyon: $Seagate Technology PLC(STX)$ results confirm we’re in a supply-constrained, AI-driven upcycle. What stands out to me is the discipline — no capacity expansion despite strong demand, which reinforces pricing power. The sharp EPS re-rating shows the market is still underestimating how tight this cycle can get. That’s why the read-through to $SanDisk Corp.(SNDK)$ matters. Different tech, same demand driver — hyperscaler AI capex. With $1,100 largely priced in, my year-end target is $1,200–$1,300, depending on whether the $48 cycle EPS gets revised higher. The key catalyst is LTA prepayments. If SanDisk locks in multi-year contracts, valuation can shift toward $1,500. Silence from SK Hynix and $Micron Technology(MU)$ likely reflects ongoing negotiations. $Roundhill Memory ETF(DRAM)$ $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ @TigerStars @Tiger_comments @TigerClub @Tiger_SG
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04-29 21:43
BRK.B (Berkshire Hathaway) Pullback to Offer Buying Opportunity
Berkshire Hathaway (BRK.B) continues to trade within a strong bullish Elliott Wave structure, supported by a clear sequence of higher highs and higher lows. The long-term trend remains firmly to the upside, and the stock has developed a well-defined impulsive cycle over recent years. From the chart, BRK.B completed a strong advance into wave ((3)), which marked a significant high before entering a corrective phase. This impulsive move reflects sustained buying pressure and aligns with the broader bullish structure. After completing wave ((3)), the stock has transitioned into a corrective phase labeled as wave ((4)). The current price action suggests that wave ((4)) is unfolding as a complex correction. The structure appears to be developing through a W-X-Y pattern, which typically signals
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04-29 21:44
S&P 500 Futures (ES) Elliott Wave Outlook: Cycle from March 31 Low Nearing End
The S&P 500 E-Mini Futures (ES) have concluded a corrective phase against the cycle from the April 2025 low at 6367. This decline has been identified as wave (2). Following the completion of this pullback, the market resumed its upward trajectory in wave (3), breaking decisively above the prior peak of wave (1) at 7036.25. This breakout has established a bullish sequence and confirmed that the next leg higher has commenced. From the termination of wave (2), the advance unfolded with wave ((i)) ending at 6653.75. A subsequent retracement in wave ((ii)) found support at 6503.75. The index then accelerated higher in wave ((iii)), reaching 7185.75. Afterward, a modest pullback in wave ((iv)) concluded at 7079.25. The structure now points toward further extension in wave ((v)), which should
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04-29 21:45
VTR Elliott Wave Analysis: Bullish Trend Targets 104 and Beyond
Ventas (VTR) continues to display a strong bullish structure based on Elliott Wave analysis. The stock has developed a clear impulsive sequence from its major low, forming higher highs and higher lows across multiple time frames. This price action reflects steady demand and supports a continuation of the upward trend. From the chart, VTR completed a major corrective phase in wave (II) near the 2020 lows and has since entered a strong impulsive cycle. The rally from that low shows a well-defined five-wave structure, confirming that the trend has shifted firmly to the upside. Within this advance, the stock is currently progressing through wave ((3)), which typically represents the strongest and most extended phase of an Elliott Wave cycle. Price has already delivered a sharp move higher, sup
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04-29 20:29
🔍 Rare Earths Americas (REA.US) IPO Deep Dive: Worth Subscribing?
One-Sentence Conclusion: A high-risk "thematic concept play" — compelling rare earth decoupling narrative, but zero revenue, only 13 employees, and ~$10M losses. Most investors should watch from the sidelines; only those with extreme risk appetite and conviction in Western rare earth independence should consider a minimal position. Core Assets: Two Brazil IAC projects: ~468M tonnes inferred resources; ion-adsorption deposits (low-cost, low environmental impact, similar to China's southern mines) Target elements: NdPr, Dy, Tb — core inputs for EVs, wind power, robotics, and defense magnets ✅ Key Highlights: Why Is the Market Pricing It at $368M? 1️⃣ Top-Tier Geopolitical Narrative The company explicitly positions itself in its prospectus as "a critical pillar of the non-Chinese rare earth s
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04-29 20:38
⚠️ US-Iran Situation Brief (As of April 29, 2026)
One-sentence summary: The fragile "fight while talk" balance has collapsed. The temporary ceasefire expired without extension, Iran announced "absolute control" over the Strait of Hormuz with toll collection, the US maintains its naval blockade, and second-round talks failed. Trump faces pressure as military authorization expires May 1, while Iranian forces remain on hair-trigger alert — the risk of renewed warfare is rising sharply. 🔥 Military Standoff Iran: On April 28, military spokesman explicitly characterized the situation as still being in a state of war, with armed forces having completed target lists and equipment updates. The Revolutionary Guard Navy deputy commander announced Iran has achieved "absolute control" over the Strait, requiring passing vessels to pay tolls, comply wit
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04-29 19:50
How the Street Sees It: $QCOM & $ON Earnings Week
How the Street Sees It: $QCOM & $ON Earnings Week 🚀 Hey everyone! Get ready, because the chips are down (and up!) this week. Last week’s analog rally from TI and friends really set the stage, and now it’s time to see if the momentum holds. We’ve got a classic "cyclical recovery" vibe going on, but not everyone is invited to the party. Let's dive in! 🍿 💡 Industry Backdrop: Why This Week Matters The recovery is officially broadening! Industrial is leading the charge, auto is holding up better than we feared, and pricing power is actually firming up (hello, MCUs!). The Vibe: Customer inventories are super low, lead times are stretching, and the focus is shifting toward premium tech. The Split: It’s a tale of two markets. Cyclical analog names are catching a serious wave 🌊, while smartphon
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04-29 20:35
A Higher Probability Path of “Unstable Peace” Under Remote Signaling Dynamics
Macro Theme: De-escalation and “Unstable Peace” as the Core Pricing Driver Although last weekend’s White House dinner shooting incident attracted significant attention, it did not create any material impact, and markets were not disrupted at the start of the week. Meanwhile, the ongoing “Middle East saga” continues steadily, and the U.S. decision not to arrange “in-person” negotiators suggests that the intermediary model has shifted toward “remote” communication. If no surprise attacks occur within the next one to two weeks, it can largely be concluded that this tug-of-war style “peace” will persist until around the midterm elections, when potential changes or turning points may emerge. The three potential models and scenarios of U.S.-Iran negotiations have already been discussed in previo
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04-29 20:07
Tonight FOMC + Big Tech Earnings: Can OpenAI’s Impact Be Diminished?
Tonight at 2 PM ET, the FOMC will announce its decision. Rates are expected to remain unchanged at 3.5–3.75%, marking the third consecutive pause, which is almost fully priced in. What’s really keeping the market on edge is not the number itself, but the Fed’s forward stance. $NASDAQ(.IXIC)$ Will Powell Stay on as a Governor? Powell’s term as Chair ends on May 15. He has hinted that he could remain as a Fed Governor until January 2028 after stepping down as Chair. Today, the Senate Banking Committee will vote on Kevin Warsh’s nomination, and the key procedural hurdles have already been cleared. This could be Powell’s last press conference as Chair. The market is waiting for one signal: Will he stay, or leave entirely? Goldman Pushes Back: Market
TOP@Shyon @koolgal @Aqa @LMSunshine @HelenJanet @nomadic_m @SPACE ROCKET @rL @GoodLife99 @Universe宇宙 FOMC + big tech: what are you most worried about? Goldman says Warsh ≈ Powell, but the market has already priced in a dovish Warsh. If Warsh takes over and does not cut rates, will equities come under pressure? The shift from OpenAI-driven FOMO to FAFO, will it trigger a broader pullback in the AI narrative after earnings season? Leave your comments to win tiger coins~
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04-29 20:09
$INTU Stabilizes Above $400, Eyes Next Resistance at $410+
$Intuit(INTU)$ $Intuit Inc.(INTU) Surges +2.68%: Software Titan Reclaims $400, Momentum Builds 📈 Latest Close Data Closed at $400.38 on 2026-04-29, up +2.68% (+$10.46). It's trading ~50.8% below its 52-week high of $813.70. 💡 Core Market Drivers Strong Q2 FY2026 earnings beat and optimistic full-year guidance continue to fuel the rebound. Analysts are upgrading ratings, citing excessive market fears about AI disruption and appreciating the company's diversified revenue streams. Product integration of FedNow certification and ongoing AI enhancements across its suite are providing fundamental tailwinds. 📊 Technical Analysis Volume was 2.22M shares with a low volume ratio of 0.74, suggesting consolidation. The 6-day RSI at 54.95 is in neutral territo
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04-29 15:40
Option Focus | Amazon Shows $270 Calendar Spread to Play Range; Sell Far-Dated $275 Calls for Income; Buy $235 Puts for Protection
Amazon is scheduled to release its latest quarterly earnings after the U.S. market close on April 29, 2026. Consensus estimates call for total revenue of $177.3 billion, up 14.36% year-over-year, and adjusted EPS of $1.64, up 20.22% year-over-year. Key Takeaways: Options markets are pricing roughly ±7.5% expected stock price movement for the earnings week. Large trades indicate institutional investors are primarily selling out-of-the-money calls to generate income, while also establishing calendar spreads to play a range-bound scenario. Additionally, far-dated put purchases serve as downside protection. Overall, the strategy leans neutral-to-bearish, anticipating post-earnings volatility will decline. AMZN Earnings Week Options Metrics 1. Notable Open Interest Contracts Call $300: 19,755 c
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04-29 20:04
Explosive Rally: $CNCG Rips Higher Toward $21.94 High
$Leverage Shares 2X Long CNC Daily ETF(CNCG)$ $CNCG Soared +26.67%: Leveraged ETF Roars Past Key Resistance, Eyes All-Time Highs 🚀 Latest Close Data 📅 2026-04-29 | 💰 $20.614 | 📈 +26.67% | 🔝 Just $1.33 (6.0%) below its 52-week high of $21.94. Core Market Drivers The ETF's explosive move is primarily driven by a massive surge in its underlying asset, likely the Centene Corporation stock, which has seen significant volatility. The leverage factor (2x) amplifies this movement, and today's extreme volume indicates a powerful directional bet by traders. The pre-market and after-hours price action suggests continued momentum. Technical Analysis 📊 Volume exploded to 25.9K shares with a Volume Ratio of 11.18, confirming strong institutional or speculative
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04-29 19:59
🚀 Seagate Surges 18% Pre-Market! Western Digital Up 10%+, What Happened?
$Seagate Technology PLC(STX)$ explodes 18% pre-market. Is the "Structural New Era" of AI storage here? One-sentence summary: Q3 earnings demolished expectations + Q4 guidance dazzled the market + CEO announced 2027 capacity is fully sold out. Seagate is transforming from a "cyclical stock" into an "AI infrastructure must-have." This isn't just a solo rally for STX—the combined market cap of the four storage giants surged by $60 billion after-hours. Company After-Hours/Pre-Market Gain $Seagate Technology PLC(STX)$ +18% $Western Digital(WDC)$ +10%+ $SanDisk Corp.(SNDK)$ +4-5% $Micron Techn
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04-29 19:54
Wall Street’s Risk Outlook: Don’t Let Market Optimism Overshadow Invisible Risks
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
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04-29 19:51
$CNC Rips Higher on Upgraded Outlook, Eyes $52–$55 Next
$Centene(CNC)$ $Centene Corp (CNC) Soars +13.95%: Profit Outlook Upgrade Ignites Breakout, $50+ Target in Sight 📈 📊 Latest Close Data (2026-04-29) Closed at $49.57, surging +13.95% (up $6.07). The stock is now ~$14.58 below its 52-week high of $64.15. 🚀 Core Market Drivers The massive rally is driven by a significant upward revision of the company's 2026 adjusted EPS guidance to over $3.40, well above the previous outlook of $3+ and analyst consensus of $3.02. This signals successful cost control in a high-medical-cost environment. Strong Q1 earnings of $3.37 per share (adjusted) further boosted investor confidence. 📈 Technical Analysis Volume: Explosive volume of 17.19M shares (Volume Ratio: 2.95) confirms strong institutional buying interest. RSI
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04-28 18:50
$Garmin(GRMN)$ results coming out tmr ! Hope that good results will help to propel its price upwards as it is currently trading at a range bound . hope that growth of the profit will be good for this quarter despite the oil crisis.
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04-28 21:23
$SPDR Gold ETF(GLD)$ Hope for the best
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04-28 22:50
$Firefly Aerospace Inc.(FLY)$ luckily took profit.
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04-29 00:35
$Advanced Micro Devices(AMD)$ One of AI benefited stock to consider