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Tiger_comments

00:22

AI Software Stress Test: Is Claude Their Partner or Replacement?

In early February, U.S. tech stocks narrowly escaped a scare triggered by fears that "AI software might be replaced." Although the partnership between AMD and Meta restored some confidence yesterday, the market remains on edge. Over the past three months, software stocks have endured a "massacre." Investors previously assumed that AI Agents would act like bulldozers, leveling traditional software companies. However, a recent presentation by AI giant Anthropic shifted the narrative: Claude no longer aims to be the "Terminator"; it wants to be a "Partner." Market Status: From "Universal Hype" to "Selective Picking" Recent price action shows a shift in the market's attitude toward AI: Focus on Efficiency, Not Just Growth: Previously, simply mentioning "AI" sent stock prices up. Now, if your A

AI Software Stress Test: Is Claude Their Partner or Replacement?

# SNOW, CRWV, CRM, Can AI Earnings Assure the Market Rally?

TOPShyon: Over the past three months, I’ve seen software stocks shift from AI darlings to a full reset. The hype phase is clearly over — now the market wants proof. Even after the sentiment boost from $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ deal, investors are demanding real monetization and disciplined spending, not just AI narratives. I’m closely watching $CoreWeave, Inc.(CRWV)$ , $Salesforce.com(CRM)$ and $Snowflake(SNOW)$ . CoreWeave’s leverage and funding plans test infrastructure sustainability. Salesforce’s AI ARR shows whether customers are truly paying for AI. Snowflake’s consumption and RPO trends reveal if enterprise AI demand is real or just experimentation. In my view, AI stocks can still support the rally — but only selectively. This is no longer about universal hype; it’s about execution. The winners will be those turning AI into durable revenue and cash flow, not just headlines. @Tiger_comments @TigerStars @TigerClub

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OptionsDelta

02-25 23:45

The Premium Seller Is Back, Harvesting NVDA Earnings Vol

Checking today's option flows — another wave of massive weekly put sales across chips: $AMD 20260227 192.5 PUT$ — 70k opened$AVGO 20260227 285.0 PUT$ — 20k opened$ORCL 20260227 131.0 PUT$ — 15k opened$SMH 20260227 390.0 PUT$ — 13k opened$TSM 20260227 360.0 PUT$ — 13k opened This has the same vibe as pre-holiday put sales back in Jan. But here's the twist: this time delta is below 0.08 — way lower than the 0.13–0.18 range from before. Dig deeper and

The Premium Seller Is Back, Harvesting NVDA Earnings Vol

# Options Hub

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2.07K

nerdbull1669

02-25 21:55

Look Out For Rocket Lab (RKLB) $1.1 billion backlog.

$Rocket Lab USA, Inc.(RKLB)$ is scheduled to report its fiscal Q4 and full-year 2025 earnings after the market close on Thursday, February 26, 2026. The stock has had a massive run over the past year (up ~245%), and as a result, the "bar" for this earnings report is exceptionally high. Investors are no longer looking for just "growth"; they are looking for evidence of a path to profitability and a clear timeline for the Neutron rocket. Analysis: The "Show Me" Quarter Rocket Lab is transition from a "growth-at-all-costs" space startup to a mature aerospace and defense player. The Bull Case: They are effectively the only viable Western alternative to SpaceX for small-to-mid launches right now. Their HASTE (hypersonic) program is winning rapid-fire d

Look Out For Rocket Lab (RKLB) $1.1 billion backlog.

# Rocket Lab Earnings: Moonshot Again?

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SGX_Stars

02-25 21:21

SGX Daily Top Movers (24-2-2026): U11, D05, O39, Z74 & BS6 lead

1.Top 10 Traded Stocks/ETF/SDR by Value$UOB(U11.SI)$ $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand IntCom T(C38U.SI)$ $SIA(C6L.SI)$ $Keppel(BN4.SI)$ $ST Engineering(S63.SI)$ $Sembcorp Ind(U96.SI)$2.Stocks/ETF/SDR Hit 52-week High$Singtel(Z74.SI)$

SGX Daily Top Movers (24-2-2026): U11, D05, O39, Z74 & BS6 lead

TOP1PC: Nice Sharing 😁 @Shyon @Aqa @DiAngel @Shernice軒嬣 2000 @koolgal @JC888 @Barcode

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xc__

02-25 21:49

Singapore Banks' Earnings Bloodbath: DBS, OCBC, UOB Dips – Knife-Catch Nightmare or Bargain Hunter's Paradise? 😱💰

$DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ Singapore's Big Three banks just dropped their FY2025 bombshells, revealing a mixed bag of misses that have shares tumbling amid lower interest rates and global trade jitters biting hard. 😤 DBS, the "Dividend King," clocked S$11 billion profit but dipped 3% year-over-year, missing Q4 estimates despite a jaw-dropping 38% payout boost that locked in yields at 4.2% for loyal holders. OCBC held toughest with S$7.4 billion profit down just 2%, buoyed by record wealth management income surging 25% on high-net-worth inflows, but cautious 2026 guidance on NIM squeezes capped the cheer. UOB took the hardest hit with S$

Singapore Banks' Earnings Bloodbath: DBS, OCBC, UOB Dips – Knife-Catch Nightmare or Bargain Hunter's Paradise? 😱💰

# DBS, OCBC, UOB Earnings Dip: Catch Knives or Find Bargains?

TOP1PC: Nice Sharing 😊 No worries, just Buy 😄 @Shernice軒嬣 2000 @DiAngel @koolgal @JC888 @Barcode @Aqa @Shyon

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xc__

02-25 21:38

Circle's 233% Earnings Nuke Ignites Crypto Infra Firestorm: Stablecoin Dominance Locked or Liquidity Illusion? 🚀😱

$Circle Internet Corp.(CRCL)$ Circle Internet Group just dropped a Q4 earnings atom bomb, shattering expectations with EPS of $0.56 against $0.17 consensus – a jaw-dropping 233% beat that catapults the stablecoin king into spotlight territory. 😤 Sales roared to $770.232 million, topping $739.446 million est by 4.16% and exploding 76.92% year-over-year from $435.367 million, fueled by USDC's circulation surge to $50 billion amid Bitcoin's volatility whipsaws. Shares skyrocketed 8% to $45 in after-hours, adding $2 billion to cap as investors salivate over crypto infrastructure's earnings leverage in a market where BTC dipped to $85K on risk-off flows. But does this prove stablecoin platforms like Circle can deliver real growth firepower beyond rate-

Circle's 233% Earnings Nuke Ignites Crypto Infra Firestorm: Stablecoin Dominance Locked or Liquidity Illusion? 🚀😱

# Circle Beats! Crypto Stock Comeback with BTC Rebound?

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TheBeautyofOptions

02-25 20:57

【Strategy 3: Broken Wing Butterfly (Call Skew)】 View: Neutral with a Bullish Bias / Range-Bound ($215-$230). Expecting consolidation with limited downside but a higher probability of a modest upside move than a large drop.Strategy Type: Defined Risk / Credit Spread with Asymmetric Payoff Option Contract Portfolio: Buy to Open: 1 AMD Call, Strike $215, Expiry 2026-03-06 Sell to Open: 2 AMD Calls, Strike $225, Expiry 2026-03-06 Buy to Open: 1 AMD Call, Strike $235, Expiry 2026-03-06 Max Gain & Loss: Max Gain: Achieved if stock closes at $225 on expiry. Profit = Credit Received + ($225-$215) * 100. Max Loss: Limited to Net Debit Paid (can be structured for a small credit or minimal debit).

Demo Options Plan after $AMD's 8.77% Surge: Bull Call Spread

@TheBeautyofOptions：

The explosive rally of $Advanced Micro Devices(AMD)$ was primarily fueled by the blockbuster announcement of a strategic partnership with Meta Platforms.$Meta Platforms, Inc.(META)$ will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.This massive deal solidifies AMD's position as a credible challenger to $NVIDIA(NVDA)$ in the AI accelerator market, overshadowing recent concerns about near-term guidance and operational expenses.Follow @TheBeauty_Options , who gains 15 Yrs Equities Journey, Learned Options at CBOE in 2012.I have a

Demo Options Plan after $AMD's 8.77% Surge: Bull Call Spread

【Strategy 3: Broken Wing Butterfly (Call Skew)】 View: Neutral with a Bullish Bias / Range-Bound ($215-$230). Expecting consolidation with limited d...

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TheBeautyofOptions

02-25 20:56

Demo Options Plan after $AMD's 8.77% Surge: Bull Call Spread

# AMD Jumps on Mega AI Deal With Meta! More Gains Coming for AMD?

TOPTheBeautyofOptions: 【Strategy 2: Short Put (Cash-Secured or Naked)】 Option Contract Portfolio: Sell to Open: 1 AMD Put, Strike $205, Expiry 2026-03-06 Max Gain & Loss: Max Gain: Limited to Premium Received ($5.25 per share, estimated from chain). Max Loss: Substantial (if assigned, equivalent to buying 100 shares at $205). Initial Cost/Credit: Net Credit ~$5.25 per share.

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Building_Benjamins

02-25 19:14

Zscaler Scales Zero Trust and AI Agent Security

Zscaler’s Zero Trust Exchange processes over 500 billion transactions daily, which creates a data advantage that vibe-coding cannot replicate. The AI Security segment reached $400 million in Annual Recurring Revenue three quarters ahead of schedule. Z-Flex purchasing program accelerates the land-and-expand strategy, driving over $175 million in bookings during the quarter ending October 2025. Recent acquisitions of Red Canary and SPLX expand the addressable market into AI governance and proactive security operations. Investment Thesis $Zscaler Inc.(ZS)$ is a cloud security platform that acts as a switchboard between users and the internet. Instead of routing traffic through an on-premises firewall or VPN for remote employees, Zscaler operates on the

Zscaler Scales Zero Trust and AI Agent Security

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1.30K

Ivan_Gan

02-25 19:26

Tariff Hikes—Risk Ahead? One Strategy for Navigating a Volatile Market

On Friday night, the U.S. Supreme Court voted 6–3 to overturn President Donald Trump’s broad-based tariff policy, ruling that it exceeded presidential authority. Because the decision had been widely anticipated, the market reaction was relatively muted, and U.S. equity indices even rebounded. However, Trump quickly voiced his dissatisfaction and announced a 15% global tariff (up from 10%) while launching a new investigation, stating, “We will be able to levy tariffs—more tariffs.” Since the additional tariff measures were announced over the weekend, Monday becomes the first real test of how sensitive the market is to this news. Overall, the tariff hike is a modest negative for U.S. equity indices, but for gold and silver it may serve as a catalyst for a renewed upswing. Will higher tariffs

Tariff Hikes—Risk Ahead? One Strategy for Navigating a Volatile Market

# Gold at $5000, Silver Rebound: Precious Metals Still in Play?

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Tiger_SG

02-25 17:16

SG Bank Dip-Buying Guide: Which "Undervalued Gem" Is Worth the Catch?

The latest earnings season has wrapped up, and from Singapore to Wall Street, bank stocks have seemingly failed to escape the "sell-on-news" correction. All three SG local banks slumped post-earnings, with UOB hit the hardest, diving 4% in a single day. Is this a necessary risk release, or a golden opportunity to lock in high dividend yields? 1. Interest Rate Anxiety: AI Transformation vs. Operating Costs US Giants ( $JPMorgan Chase(JPM)$ , $Wells Fargo(WFC)$ , $Bank of America(BAC)$ ): The market is being brutally unforgiving. Even Bank of America, which beat expectations, suffered its largest single-day drop since 2020 due to "accelerating costs." While CEOs are

SG Bank Dip-Buying Guide: Which "Undervalued Gem" Is Worth the Catch?

# DBS, OCBC, UOB Earnings Dip: Catch Knives or Find Bargains?

TOPShyon: This earnings season, I’m seeing a textbook “sell-on-news” reaction from Singapore to Wall Street. Even names like JPMorgan Chase and Bank of America were punished despite solid numbers, as investors fixate on rising costs and AI spending discipline. The market is clearly demanding clean execution, not just beats. For our local banks, I see a more defensive story. DBS remains my dividend anchor after its 38% payout boost, even if provisions triggered short-term weakness. OCBC Bank stands out for its wealth management resilience and steady asset quality. Meanwhile, United Overseas Bank looks the most beaten down after heavy provisioning, making it the cheapest on valuation. If I had S$10,000 today, I’d core into $DBS(D05.SI)$ for dependable income while gradually accumulating $UOB(U11.SI)$ for a potential recovery play. @Tiger_comments @TigerClub @Tiger_SG @TigerStars

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過路人

02-20

$CSOP HS TECH(03033)$ 今次慘囉。新年流流恒科係今日一開市就即刻大跌超過1%。真係得一驚。我決定入貨。博一陣會回升。之後就出貨走人。無理由成日都跌既。唔合理。有無搞錯

03033

02-20 09:33

HKCSOP HS TECH

Side	Price \| Filled	Realized P&L
Buy Open	5.18 200	-- Closed

CSOP HS TECH

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1.33K

R and T

02-20

$AppLovin Corporation(APP)$ SP480 被提早行權，接貨成本 $465。剛巧盤後有消息利好，升近 7％，現報近 $440！心大心細應該做近價期權或者留得4再算4一會之後才再做！到時再跟大家分享

APP

02-20 13:30

USAppLovin Corporation

Side	Price \| Filled	Realized P&L
Buy Open	480.00 200	-11.47% Holding

AppLovin Corporation

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707

SPACE ROCKET

02-20

$NVDA DIAGONAL 260220/260227 CALL 190.0/CALL 192.5$ Take profit of $263 and roll out another week, higher strike, for an extra $750.

NVDA Diagonal

02-20 22:38

US190.0/192.5

Side	Price	Realized P&L
Credit Close	-3.75	-- Closed

NVDA DIAGONAL 260220/260227 CALL 190.0/CALL 192.5

$NVDA DIAGONAL 260220/260227 CALL 190.0/CALL 192.5$ Take profit of $263 and roll out another week, higher strike, for an extra $750.

# Trade Feed: Who is your favorite trader?

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過路人

02-20

$MSTR 20260227 65.0 PUT$ 賣put 65比正股現價低超過一半。除非比特幣突然有後門。不然的話。基本上係無乜可能會係短時間內暴跌幾成。呢d好執[贱笑] [贱笑]

MSTR PUT

02-20 22:41

US20260227 65.0

Side	Price \| Filled	Realized P&L
Sell Open	0.07 3Lot(s)	+85.72% Holding

Strategy

$MSTR 20260227 65.0 PUT$ 賣put 65比正股現價低超過一半。除非比特幣突然有後門。不然的話。基本上係無乜可能會係短時間內暴跌幾成。呢d好執[贱笑] [贱笑]

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3.87K

Sandyboy

02-21

$SLV 20260327 95.0 CALL$ I bought SLV at this price and it dropped, hope to give it off at no loss

SLV CALL

02-21 01:44

US20260327 95.0

Side	Price \| Filled	Realized P&L
Sell Open	2.30 1Lot(s)	-73.91% Holding

iShares Silver Trust

$SLV 20260327 95.0 CALL$ I bought SLV at this price and it dropped, hope to give it off at no loss

# Trade Feed: Who is your favorite trader?

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5.94K

Aaronykc

02-21

$RIVN 20260618 15.0 CALL$ Rivn gave back all the gains from the earnings rally and is now finding support at the 200 sma

RIVN CALL

02-21 02:51

US20260618 15.0

Side	Price \| Filled	Realized P&L
Buy Open	2.44 1Lot(s)	+2.26% Holding

Rivian Automotive, Inc.

$RIVN 20260618 15.0 CALL$ Rivn gave back all the gains from the earnings rally and is now finding support at the 200 sma

# Trade Feed: Who is your favorite trader?

TOPfuddie: Support at 200 SMA looks solid, may rebound soon![看涨]

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hakunaurtata

02-21

$CIFR CALENDAR 260220/260227 PUT 14.5/PUT 14.5$ Rolled for 1 week DTE for juiced up premiums due to elevated IV with earnings around the corner. Charts are looking more likely for price to head lower, price closing below Gann arc. Will continue to roll these puts further out for more premiums generation should prices continue to retrace.

CIFR Calendar

02-21 03:43

US14.5/14.5