Amid the relentless AI infrastructure investment boom, one stock has remained conspicuously undervalued — $Broadcom(AVGO)$ . With shares up only about 13% year-to-date, the stock has significantly lagged its AI peers. Yet, as demand for custom AI accelerators (XPUs) explodes and partnerships with Google, Meta, OpenAI, and Anthropic deepen, Broadcom stands at a critical inflection point to redefine the AI supply chain. We are initiating coverage with a Strong Buy rating and a $588 price target, representing roughly 50% upside from current levels. XPU: The Hidden Champion of the AI Accelerator Battlefield Unlike $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , whi
AI_FocusedTraderCertificated Individuals
Tiger Certification: 11 Yrs Equities Journey, Learned Options at CBOE.
795Follow
9472Followers
1Topic
0Badge
🪙 Tiger Coins | Samsung Has the Technology. Why Is TSMC Still Winning?
South Korea’s semiconductor industry is enjoying one of its strongest AI-driven booms. HBM, DRAM, advanced packaging and AI servers are all benefiting from the global infrastructure buildout. $SK hynix(SKHY)$ has become one of the biggest winners, and on August 19 announced a roughly KRW 40 trillion share repurchase covering about 24.07 million shares, which are expected to be cancelled. Yet $Samsung Electronics Co., Ltd.(SSNLF)$ faces a very different challenge: while AI demand is creating record opportunities for Korean semiconductors, Samsung’s foundry business is still struggling to convert technology into major customer orders. It is not that Samsung lacks technology.
🪙 Tiger Coins | Samsung Has the Technology. Why Is TSMC Still Winning?
Two Day Roller Coaster: Moderna (MRNA) Deep Fundamental & Outlook Analysis
The Coming-of-Age from "Pandemic Stock" to "mRNA Platform Titan" August 21, 2026 On August 19, $Moderna, Inc.(MRNA)$ 's stock price skyrocketed 177% in a single session, surging from $62.96 to $174.38. On August 20, it plummeted 23.6% to $133.32. Over the two days, the cumulative gain still stood at 111.7%, but $16.4 billion in market cap evaporated in a single day. This roller-coaster was not driven by a fundamental reversal, but rather by violent repricing of the mRNA platform's value by capital markets. For Moderna, August 2026 marks its official coming-of-age—from a "COVID beneficiary stock" to a "diversified mRNA platform company." For the XBI and broader biotech sector, it serves as a textbook demonstration of "sentiment contagion" and "risk
Two Day Roller Coaster: Moderna (MRNA) Deep Fundamental & Outlook Analysis
Broadcom Set to Rewrite the AI Narrative: $588 Target Implies 50% Upside
Broadcom Set to Rewrite the AI Narrative: $588 Target Implies 50% Upside
🚀 2026 Q2 13F Holdings Deep Dive: Where Is Smart Money Betting?
[Miser][Smile]Fellow Tigers, Q2 13F filings are fully disclosed, and this quarter is packed with signals—Buffett's third massive $Alphabet(GOOG)$ purchase, Tepper loading up on Magnificent 7 while dumping memory stocks, and $SpaceX(SPCX)$ getting swarmed by hedge funds post-IPO. 📌 One-Sentence Summary in Adavance Q2 smart-money rebalancing theme: loading AI giants (especially Alphabet), embracing the SpaceX space narrative, taking profits in memory/semis, concentrating China ADRs into AI-core names, and quant giants vs. discretionary managers taking opposite macro views. Buffett's third Google purchase, Tepper dumping memory while buying Magnificent 7, hedge funds swarming SpaceX, Renaissance buying Meta
🚀 2026 Q2 13F Holdings Deep Dive: Where Is Smart Money Betting?
AI Money Is Rotating — Not Leaving: Optical, Cloud, Storage or Software
The current US stock market resembles a multi-faceted seesaw of optical, cloud, software, and hardware. Money hasn't truly left AI, but it's been constantly shifting between these sectors. The most typical example is the past two days. On the 12th, after Lumentum's earnings report, optical communications once again became the market focus. $Lumentum(LITE)$ 's latest quarterly revenue was $1.01 billion, a year-over-year increase of 109%. The midpoint of its next quarterly revenue guidance is around $1.25 billion, and management continues to emphasize the demand for high-speed optical connections in AI data centers. On the same day, CRWV and NBIS also performed strongly. $CoreWeave, Inc.(CRWV)$ 's second-qu
AI Money Is Rotating — Not Leaving: Optical, Cloud, Storage or Software
My first resistance level for $SanDisk Corp.(SNDK)$ is still $1580-$1600
Regarding $SanDisk Corp.(SNDK)$ 's recent surge, I'm leaning towards a more optimistic outlook. However, this optimism led to a sharp rise, making it a bit high in the short term. Therefore, I opened a short position in $SNDK. For highly volatile stocks like SanDisk, I now prioritize two things when choosing trading tools: whether I can act immediately upon news releases, and whether I can open a position when I actually need to. I've found MEXC quite convenient. SNDKUSDT allows 24/7 trading, and the position sizes at medium to high leverage levels are quite generous. For US stocks, which often experience sudden news releases and volatility before and after the market opens, I think this is more practical than simply increasing leverage. First, le
My first resistance level for $SanDisk Corp.(SNDK)$ is still $1580-$1600
Oracle +5%, Bets on Quantum: Cloud Infrastructure's Most Undervalued Dark Horse?
Oracle (ORCL): AI Infrastructure Landscape, Competition, Capital Deployment, Valuation & Partnership Ecosystem Conclusion Bias: $Oracle(ORCL)$ 's valuation does not fully reflect the explosive potential of its AI infrastructure business. A Forward P/E of 11.6x for a company with IaaS growth of 93% and RPO growth of 363% represents a clear "valuation mismatch." However, high leverage and negative free cash flow are real financial risks, making it suitable for growth-oriented investors who can tolerate volatility. If you believe AI compute demand will continue to explode and multi-cloud strategies will become the enterprise standard, Oracle (ORCL) is one of the most attractively positioned large-cap tech stocks on a risk-adjusted return basis. T
Oracle +5%, Bets on Quantum: Cloud Infrastructure's Most Undervalued Dark Horse?
$Quantum Computing Inc.(QUBT)$company Quantum and$Oracle(ORCL)$ have entered into a multi-year partnership.On August 12, Quantum and Oracle announced a multi-year strategic partnership to deploy Quantum's Helios quantum computer at Oracle Cloud Infrastructure (OCI) AI data centers in the United States.OCI customers will be able to directly access Helios through OCI's quantum services.
@Shernice軒嬣 2000:🔥 THE ORACLE PLAYBOOK: How a 4.4x Leverage Bet Just Crushed the AI Hardware Crunch 🚀
Susquehanna maintains strong buy rating on $NVIDIA(NVDA)$: GB300 shipments continue to ramp up, Vera Rubin launch imminent. According to Zhitong Finance APP, investment bank Susquehanna points out that $NVIDIA(NVDA)$ will release its Q2 FY2026 results on August 26. Before the official launch of the next-generation Vera Rubin product line, the market is expected to see continued ramp-up shipments of GB300 GPUs.
@WallStreet_Tiger:🪙 Nvidia Wants to Unlock $500 Billion for AI 💰Growth Engine or New Risk?
Citigroup Research believes the upward trend in precious metals is not yet over, with silver continuing to follow gold's direction and exhibiting a more aggressive upward movement due to its higher volatility. If the situation in the Strait of Hormuz eventually de-escalates, coupled with a less hawkish stance from the Federal Reserve, investment demand for precious metals will continue to recover. Citigroup believes that short-term pullbacks do not change silver's position as a high-beta asset compared to gold. If easing geopolitical risks drive funds back into precious metals, silver could potentially rise to $95/oz by 2027. However, Citigroup also maintains a risk scenario. The bank believes there is still approximately a 20% probability that silver will fall to $50/oz, indicating that c
@EraGrowth_Wealth:Tonight at 20:30 SG Time: US July CPI Data Analysis
LLY Market Cap Holds Above $1 Trillion on Q2 Earnings; Target Price Exceeds $1300
For investors, Eli Lilly remains one of the core investable assets of the GLP‑1 golden era — but only if you are prepared to pay a substantial premium for this rosy growth outlook. (Data as of U.S. market close August 11, 2026. This material does not constitute investment advice.) Following the release of its better‑than‑expected earnings on August 5, $Eli Lilly(LLY)$ climbed 8.9% across five trading days, with its latest market capitalization standing at approximately $1.08 trillion. I. Q2 Earnings Sharply Beat Expectations; Tirzepatide Acts as the Core Growth Driver Ahead of market open on August 5, Eli Lilly released its Q2 2026 earnings report, with multiple core metrics handily beating market consensus. The company posted quarterly revenue o
LLY Market Cap Holds Above $1 Trillion on Q2 Earnings; Target Price Exceeds $1300
So Many SReits on Orchard, Which Ones Have You Visited?
Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a "REIT boulevard." Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%
So Many SReits on Orchard, Which Ones Have You Visited?
📉 3D-NAND Gets a New Wall Street Warning: Could Micron Be Next?
The memory trade has been one of the strongest semiconductor themes of 2026. AI data centres have driven extraordinary demand for memory and storage, while limited supply has pushed NAND and DRAM prices sharply higher. That combination helped send memory stocks to some of their strongest gains in years. This week, though, the trade showed a fresh sign of stress. $SanDisk Corp.(SNDK)$ fell 6.8% on Thursday after investors reacted negatively to its outlook, while $Western Digital(WDC)$ dropped 13%. SK Hynix lost around 5%. $Micron Technology(MU)$ initially fell more than 7% before recovering most of the decline and closi
📉 3D-NAND Gets a New Wall Street Warning: Could Micron Be Next?
Optical Stocks Surge on China Ban Report: Can Policy Turn Into Real Orders?
🎁 Read, comment and earn Tiger Coins! Optical networking stocks surged after reports emerged that the Trump administration is drafting restrictions on imports of new Chinese optical transceiver models. Following the report, $Applied Optoelectronics Inc.(AAOI)$ jumped around 20%, $Coherent(COHR)$ gained 18% and $Lumentum Holdings Inc.(LITE)$. The rally reflects more than renewed optimism about AI infrastructure: investors are now pricing in a possible redistribution of future U.S. optical orders. AI demand creates the opportunity. Policy may influence who receives the orders. 🔥 1. The Policy Could Reshape Future Supp
Optical Stocks Surge on China Ban Report: Can Policy Turn Into Real Orders?
🐯🪙 93% Growth and a 62% Margin: Palantir Just Made the Valuation Debate Harder
🎁Tag your friends, read the analysis and share your view for a chance to earn Tiger Coins! $Palantir Technologies Inc.(PLTR)$’s second-quarter results were difficult to dismiss as ordinary AI hype. The company delivered: Revenue: $1.935 billion, up 93% year over year Adjusted operating margin: 62% GAAP operating margin: 47% Adjusted free cash flow: $1.220 billion Rule of 40 score: 155 Most software companies must choose between rapid growth and high profitability. $Palantir Technologies Inc.(PLTR)$ is currently delivering both. The results do not prove that the stock is cheap. They do show that the underlying business is stronger than many investors expected. 🚀 1. Commerci
🐯🪙 93% Growth and a 62% Margin: Palantir Just Made the Valuation Debate Harder
Yen Intervention: Why Kioxia Rose While Samsung and SK Hynix Fell
🎁 Read, Comment & Earn Tiger Coins! Why did Kioxia rise while Samsung and SK hynix fell after the yen intervention? Read on to understand the different market drivers, then join the discussion at the end for a chance to earn Tiger Coins. 🪙 The United States and Japan recently intervened to support the yen, pulling USD/JPY down from nearly 164 to around 155 before it rebounded toward 157–158. Around the same time, KIOXIA HLDGS CORP (285A) rose, while Samsung Electronics ( 005930) and SK hynix (000660) fell sharply. At first glance, this appears contradictory. A stronger yen should pressure Japanese exporters such as Kioxia while improving the relative competitiveness of Korean memory manufacturers. However, the stocks were reacting to different factors. Kioxia was trading on earnings, a
Yen Intervention: Why Kioxia Rose While Samsung and SK Hynix Fell
📊 Institutions Just Flipped, AMZN Going to Break ATH— Are You Following?
After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. $Goldman Sachs(GS)$ Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow
📊 Institutions Just Flipped, AMZN Going to Break ATH— Are You Following?
🪙 Tiger Coins | 🚨 The Next AI Earnings Test: Can Palantir and AMD Prove the Trade Still Works?
1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: $Microsoft(MSFT)$ and $Amazon.com(AMZN)$surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — $Palantir Technologies Inc.(PLTR)$ reports today, August 3, after market close, and $Advanced Micro Devices(AMD)$ follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11
🪙 Tiger Coins | 🚨 The Next AI Earnings Test: Can Palantir and AMD Prove the Trade Still Works?
🏦 DBS, OCBC & UOB Earnings Are Coming: What Traders Should Watch Beyond Net Profit
Singapore’s three major banks are about to report earnings: $DBS(D05.SI)$: 6 August $OCBC Bank(O39.SI)$: 7 August $UOB(U11.SI)$: 7 August With Singapore bank shares already trading at elevated levels, a simple profit beat may not be enough to push stocks higher. The bigger question is: Are the underlying earnings drivers still improving? 🐯🪙 Read to the end and share which bank you’re watching — useful market insights may come with some Tiger Coins! 🎯 5 Things Traders Should Watch 1️⃣ Net Interest Margin: Has the Decline Slowed? Net interest margin, or NIM, measures how much banks earn from lending after accoun
🏦 DBS, OCBC & UOB Earnings Are Coming: What Traders Should Watch Beyond Net Profit
Dow Plunges 1,100 Points! Hawkish Fed Signals + Geopolitical Risks Collide — What Comes Next?
Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t
Dow Plunges 1,100 Points! Hawkish Fed Signals + Geopolitical Risks Collide — What Comes Next?
Go to Tiger App to see more news