Deutsche Bank macro strategist Jim Reid recently put forward a highly counterintuitive view: after years of shocks—from the pandemic and surging inflation to abrupt policy pivots—the most surprising outcome ahead might actually be no surprises at all.Yet right after that, Deutsche Bank laid out 10 “black swan pathways” that could fundamentally alter the direction of global markets—ranging from an AI-driven, 1990s-style boom to an AI bubble bursting alongside a debt crisis, covering nearly every extreme scenario imaginable.The 10 potential market-changing paths include:AI drives the U.S. back to high growth:A surge in AI capital spending boosts productivity, pushing U.S. annualized growth back above 4%, echoing the late-1990s boom.S&P 500 rallies toward 8,000:Fueled by AI optimism and l

Today is Christmas, a time when people usually exchange gifts. In this warm Tiger community, why don’t we go online and swap our treasured stock picks with fellow Tiger friends?No physical gifts, just “wealth codes.”Wrap up a stock you’ve genuinely made money on as a gift, and unwrap “stock surprises” shared by others.Let’s swap surprises this festive season and share investment inspiration!🎁 How to participate?1️⃣ Choose a “real” gift: Pick a stock you’ve truly made money on (no shame—even $1 counts!).2️⃣ Wrap your gift: Tell us in a short paragraph why you bought it and how you made a profit—stories are more touching than tickers.3️⃣ Add it to the “gift pool”: Post your gift in the comments section using the format below 👇4️⃣ Unwrap others’ gifts: Browse the comments, like or reply to th

2025 came to a close with global markets swinging between political shocks and technological breakthroughs.Trump’s return reignited policy uncertainty, AI competition reshaped capital allocation, gold rewrote history, and megacaps expanded the limits of imagination.Markets trembled under tariff threats — yet celebrated amid an unprecedented computing boom.Let’s look back at the Top 10 Investment Topics of 2025.1. Trump Returns: Global Tariff Turmoil & “TACO Trades”Trump officially returned to the White House, pushing markets into a new phase of policy-driven repricing, with tariffs, fiscal stimulus, and geopolitical uncertainty back.2. SPX Hits Record Highs for 39th Time$S&P 500(.SPX)$ is on pace for a solid year of record closing highs. A

$XAU/USD(XAUUSD.FOREX)$ rises to a fresh all-time high near $4,500, marking roughly the 50th record break this year and positioning both gold and silver for their strongest annual performance in more than four decades. $Silver - main 2603(SImain)$ passes $70!The latest surge has been driven by renewed bets that the Federal Reserve will deliver two rate cuts in 2026, alongside heightened geopolitical risk, with major banks including Goldman Sachs arguing that structural support for gold remains intact into next year.While the U.S. dollar has remained superficially stable during the surge in metals prices, this does not necessarily contradict the broader “currency debasement” narrative taking sh

This Friday, Wall Street faces a record-breaking options expiry—a total of $7.1 trillion! About $5 trillion tied to $S&P 500(.SPX)$; About $880 billion tied to individual stocksAccording to Goldman Sachs, roughly $5 trillion of this exposure is tied to S&P 500, while another $880 billion is linked to individual stocks. The extraordinary concentration of these expiring contracts could amplify market volatility heading into year-end, with traders closely monitoring whether S&P 500 can hold the 6,800 level, a key battleground for bulls and bears. This December’s event surpasses all prior records, with zero-day-to-expiration (0DTE) options on the S&P 500 alone accounting for more than 62% of total option activity, highlighting the comp

$S&P 500(.SPX)$ opened higher on Micron’s explosive earnings report, but quickly gave back some gains, as investors remain cautious ahead of the Bank of Japan’s rate decision on Friday. $Micron Technology(MU)$ itself jumped as much as 16% at the open before settling around +13%. Regardless, Micron was clearly the standout performer of the session.Micron delivered a clean beat: revenue, profits, cash flow, and profitability all exceeded expectations.EPS: $4.78; Revenue: $13.64B, up 57% year-over-year. Q2 outlook: EPS: $8.42; Revenue: $18.7B — record highsGrowth driven by AI-led demand for memory and storageNet income came in at $5.48B, up 58% quarter-over-quarter and 135% year-over-year.Gross margin surg

$Tesla Motors(TSLA)$ climbed to a record high of $489 on Tuesday, lifting its market capitalization to roughly $1.58 trillion. The rally has been driven by renewed optimism around Robotaxi development, prompting some on Wall Street to reassess Tesla beyond its traditional automaker label.How do analysts view Robotaxi development?Wedbush’s Dan Ives argues that 2026 could mark a true inflection point, as Robotaxi and autonomous driving begin broader commercialization. He projects Tesla’s valuation could exceed $2 trillion, with an upside case toward $3 trillion. Longtime Tesla bull Baron has echoed this view, calling 2026 a potential breakout year as investors increasingly frame Tesla as a leader in real-world AI rather than just a car company.Morga

U.S. November employment data released on Tuesday showed the unemployment rate unexpectedly rising to 4.6%. While still relatively low by historical standards, it marks the highest level since early 2021. Data from the University of Michigan indicate that as of November, most consumers expect unemployment to continue rising over the next year.According to Morgan Stanley, if this week’s U.S. labor data show moderate softness, it could increase the probability of further Federal Reserve rate cuts, which would be supportive for equities. “We are firmly back in the ‘good news is bad news, bad news is good news’ regime,” Wilson wrote in a note. He explained that while a strong labor market is positive for the economy, it reduces the likelihood of rate cuts in 2026.Against the backdrop of softer

$NASDAQ(.IXIC)$ fell sharply by 2% yesterday, with tech stocks taking the hardest hit and AI-related names facing a bloodbath. $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , and $Meta Platforms, Inc.(META)$ all dropped over 1%, while storage and semiconductor sectors saw almost across-the-board declines. $Oracle(ORCL)$, after plunging 10% the previous day, fell another 4% as the market worries that its data center projects for OpenAI may be delayed until 2028. $Broadcom(AVGO)$ earnings beat expectations, but executive remarks on weak profit

$Destiny Tech100 Inc(DXYZ)$ jumped 10%, and $EchoStar(SATS)$ gained over 6% after reports that SpaceX is advancing plans for a 2026 IPO with a fundraising target far exceeding $30 billion — potentially the largest IPO in history. The company is aiming for a valuation of around $1.5 trillion.If SpaceX’s IPO application is approved, its valuation would surpass the level Saudi Aramco reached when it went public in 2019. The fundraising amount would exceed Saudi Aramco’s previous record of 29 billion dollars, potentially making it the largest IPO in history. It would also overtake Tesla’s 1.46 trillion-dollar market value, becoming the most valuable company under Elon Musk and lifting Musk’s personal wealth t