Hey Tigers 🐯! The AI investment story has largely centered on GPUs and semiconductor leaders. But as AI models and workloads continue to expand, Wall Street is increasingly looking further down the infrastructure chain — toward the companies providing the power and physical capacity needed to run them. That is the thesis behind $Wells Fargo(WFC)$'s latest initiation of coverage on $APPLIED DIGITAL CORP(APLD)$. On September 17, 2026, $Wells Fargo(WFC)$ initiated coverage of $APPLIED DIGITAL CORP(APLD)$ with an Overweight rating —

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Closing out the session, Matt argued that a company's AI leadership history predicts its implementation style — then opened the floor to audience questions on Xero, model diversification, and skills for the next generation of finance professionals. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Wa

1. Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt walked through three real-world case studies — Xero, Oracle and CBA — to show how AI strategy can succeed or unravel in practice, and what each situation should teach investors watching from the outside. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the livestream recap?

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. In this segment, Matt turned to the two questions he sees separating real AI-driven value from hype: how clean is the underlying data, and what should investors actually be looking for when they assess a company's AI strategy. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt is a Chartered Accountant (CA ANZ) with 15+ years of senior finance leadership experience across the UK and Australia, including as former CFO of Australian tech company Fliteboard through its international expansion, capital raising and ~$89M strategic sale. He's the creator of The Company Coach's "AI-Native Finance Function" concept. This session opened Matt's outlook on how AI is reshaping finance and business, starting with a historical lens on technology-driven change and where AI

Hey Tigers🐯! $Morgan Stanley Bitcoin Trust ETP(MSBT)$’s Bitcoin holdings have surpassed 7,800 BTC after three consecutive days of reported accumulation. But the bigger story may be investor demand for $Morgan Stanley(MS)$’s crypto wrapper — not a proprietary Bitcoin bet. According to on-chain data tracked by Arkham and reported on September 12, MSBT added approximately 203.45 BTC worth $15.81 million over three consecutive days, bringing its total holdings to 7,855 BTC, worth more than $600 million at the time of reporting. At first glance, that sounds like $Morgan Stanley(MS)$ is making a $600 million Bitcoin bet. But

1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. After discussing debt, Federal Reserve policy and rising market dispersion, the session concluded by translating those themes into three ideas for further research. The presentation does not frame th

1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. The first stage of the AI rally was extraordinarily concentrated. A relatively small number of mega-cap technology stocks captured much of the investment, earnings growth and stock-market attention.

1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. The first part of the discussion tackled one of the biggest macro questions facing investors: How can the U.S. continue carrying such a large and growing debt load without immediately destabilising i

🐯 Hey Tigers! Breaking news from the "Big Short" — Michael Burry just closed his December 2026 put options on $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$. Capitulation? Not quite. His short book still carries over 21% of his portfolio in AI names. Here's what actually happened, why he did it now, and what it means for the AI bubble debate. 🎯 The Current Move: What Exactly Did Burry Do? On September 9, the Michael Burry Stock Tracker account on X reported that Scion Asset Management had completely closed its December 2026 put options on both $NVIDIA(NVDA)$ and

For nearly two decades, the iPhone has remained recognisably the same object: a flat slab of glass that became faster, brighter and more capable with every generation. On September 9, $Apple(AAPL)$ finally broke that formula. The iPhone Duo is Apple’s first foldable smartphone and arguably its biggest hardware redesign since the iPhone X. Closed, it offers a compact 5.4-inch outer display; unfold it and the device becomes a 7.6-inch screen, the largest ever on an iPhone. It starts at US$1,999, with pre-orders opening October 16 and availability beginning October 23. For consumers, the story is about whether a folding iPhone is worth almost US$2,000. For investors, the question is bigger: can Apple turn foldables from a niche experi

🐯 Hi Tigers, here's the setup: Wall Street analysts reshuffled their views across technology, industrials, energy, utilities, healthcare and consumer stocks last week. From bullish calls on agricultural equipment and AI infrastructure to sharp target cuts in healthcare and utilities, the week's rating changes offered a glimpse into where analysts are becoming more confident — and where expectations are being reset. Here’s a day-by-day look at some of the most notable rating upgrades and downgrades from Aug. 31 through Sept. 4. 📅 Day 1 — Agricultural Recovery Meets Utility Caution The week opened with analysts becoming more constructive on agricultural equipment while taking a more cautious stance on several utilities. $Deere(DE)$ rec

1.Executive Summary Oil is back at the center of the global market story. Brent crude has climbed toward $100 a barrel, with escalating attacks on vessels around the Strait of Hormuz raising fears that Middle East oil shipments could face a much deeper disruption. Now, $Goldman Sachs(GS)$ is warning that crude could reach as high as $120 a barrel if attacks on maritime shipping intensify. That is not Goldman’s base-case forecast. If regional exports normalize, the bank sees Brent potentially falling toward $80 instead. 📌 Key Insight: The important question isn't simply whether oil reaches $120. It's whether a prolonged oil shock is strong enough to push inflation higher, keep the Fed hawkish and pressure stock valuations. And that co

Compounding Quality (@QCompounding on X) — one of the most-followed names in the quality-investing corner of FinTwit, with a following that reportedly includes Bill Ackman and Jeff Bezos — just dropped a 15-chart thread distilling a century of market history into a single scroll. From 120 years of Dow recovery times to the exact math behind compounding, the set is less "new information" and more a gut-check on the principles most investors already know and rarely follow. 🐯Join the discussion: Share your view or questions below. Every useful and thoughtful comment will receive Tiger Coins! 1.120 Years of the Dow: Recovery Times Tell the Real Story Zoom out on the Dow since 1896 and the line only goes one way — up. But the labeled recovery windows are the real lesson: 25 years to reclaim the

1.Executive Summary Wall Street is turning more cautious on U.S. equities as September begins. $JPMorgan Chase(JPM)$'s trading desk has shifted to a “tactically cautious” stance for the next few weeks, while $Wells Fargo(WFC)$'s equity team is warning of “broad cautiousness” as investors reassess the sustainability of the AI investment boom. Citadel Securities strategist Scott Rubner has also flagged a deteriorating near-term risk-reward setup, though he remains constructive over the medium term. The shift follows a powerful rally — the $S&P 500(.SPX)$ has gained roughly 22% from its March 30 low, adding close to

Topic: Paradigm Shift in Value Investing ∙ Practical Mastery of Industry Insight ∙ Building a Crash‑Resilient Investment System Speaker: Jeremy Tan Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market. Jeremy Tan is a CFA charterholder with over 25 years of hands-on experience in equities, futures trading, property development, and business growth. Having managed portfolios through mult

1.Executive Summary Ahead of $Marvell Technology(MRVL)$'s Q2 FY27 earnings on August 27, Wells Fargo analyst Aaron Rakers made one of the boldest calls of the season: he raised his price target to $310 from $240 — nearly $50 above the Street's ~$264 consensus — while reiterating a Buy rating. Rakers points to last week's expanded custom AI chip agreement with $Alphabet(GOOGL)$'s Google, which grants Google a warrant to buy up to $12.2 billion of Marvell stock, as the trigger. He's not alone in leaning bullish: of the 44 analysts covering Marvell, 38 currently rate it Buy. 📌 Key Insight: A $70 target hike in a single note, landing well above where the Street already sits, i

Over the past week, Wall Street analysts delivered a broad wave of rating upgrades across technology, AI infrastructure, semiconductors, cloud software, consumer and defensive sectors. From $Apple(AAPL)$’s target price jump to $400, to a wave of AI semiconductor upgrades covering $Advanced Micro Devices(AMD)$, $NVIDIA(NVDA)$, $Broadcom(AVGO)$, $Marvell Technology(MRVL)$ and $Micron Technology(MU)$, analysts are increasingly pointing toward o

Leopold Aschenbrenner’s final disclosed portfolio before Citadel took over most of his public-equity positions is out. The biggest surprise is obvious: His top two holdings were not $NVIDIA(NVDA)$, but $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$. And when you look at the rest of the portfolio, the strategy becomes pretty clear. Leopold was not simply betting on AI chips. He was betting on the entire AI infrastructure buildout. 💾 Storage Was the Biggest Bet His top holdings included: 🥇 $SanDisk Corp.(SNDK)$ 🥈

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional