@Shyon:From my point of view, this market cap flip between Alphabet $Alphabet(GOOGL)$  and Apple $Apple(AAPL)$   is more than just a short-term sentiment swing. It reflects how investors are increasingly pricing in AI execution, not just brand strength or ecosystem lock-in. Alphabet has made AI central to its business model across search, cloud, and enterprise productivity, and the market is starting to reward that clarity and speed. What stands out to me is that Google's AI push is not a single-product story. It's embedded into revenue-generating engines—search monetization, cloud workloads, and developer tools—where AI can directly i

@Shernice軒嬣 2000:$AXT Inc(AXTI)$   We’re seeing third-order effects ripple through the market right now — with $Lumentum(LITE)$  , $Applied Optoelectronics(AAOI)$  , and the broader photonics names getting hammered 10%+. Part of this is the sector-wide selloff triggered by $SanDisk Corp.(SNDK)$  Sandisk’s -10% move and weakness across semis. But my angle is that the real story is upstream: the Japanese supply chain is likely running out of InP inventory/capacity because of Japan’s new export controls — and InP is critical for the Western optical buildout at scale. I wouldn’t lump COHR in with the o

@Barcode:$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  $Vanguard S&P 500 ETF(VOO)$  I’m watching retail flows hit escape velocity as the New Year kicks off. JPMorgan data shows the 2nd-highest weekly ETF buying in nearly 8 months, with daily purchases consistently above the 85th percentile since 1/2. That tells me this isn’t dip-buying noise, it’s portfolio-level re-risking. “Retail investors quickly refocused attention to their trading portfolios as the New Year began, leading to 2nd-highest weekly buying levels in nearly 8M & daily purchases consistently exceeding the 85th percentile [relative to its 12M average] since 1/2" -- Arun Jain,

@koolgal:🌟🌟🌟I am locking in a bold prediction that the S&P500 will close 7500 by January 2027 because FOMO is a more powerful market force than gravity. I am going all in on the AI Memory Supercycle, betting that chips are the new family heirloom. With my 3 non negotiable rules of Patience, DCAing into the volatile market and Capping Risk, I am aiming at a 20%+ return, at the same time trying to ensure that my  kids' inheritance do not turn into a "valuable life lesson" instead. I will wrap myself tight in that Million Dollar Blanket from Tiger Brokers' and dream that my goals will come to fruition in January 2027 . This is my Time Capsule , locked and sealed for January 2027. @Tiger_chat

@koolgal:🌟🌟🌟The market today is a stark contrast to yesterday's sizzling excitement.  The Fast and Furious rally hit a wall and giants like $SanDisk Corp.(SNDK)$ have indeed come back to earth.  This sudden cooldown in the memory chip stocks highlights the intense volatility of the current market and the constant battle between hype and fundamentals. Yesterday's euphoria was fueled by $NVIDIA(NVDA)$ CES 2026 announcement and the projected 60 to 70% price hikes for memory chips in Q1.  This caused investors to rush in, sending SanDisk up over 27% in a single day. Today, the January Effect excitement is cooling.  Investors are now pondering the boom & bust history of the memory cycle and w

@Shyon:If I could only hold ONE of these stocks through 2026, I’d pick AMD $Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly. AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle. Most importantly, AMD offers balance: broad AI exposure, improving margi

@Shyon:I remain bullish on Tesla's $Tesla Motors(TSLA)$  Full Self-Driving (FSD) and see the recent noise around NVIDIA's $NVIDIA(NVDA)$   Thor platform more as hype than a real threat. While Thor looks impressive on paper and CES showcased strong partnerships with Lucid $Lucid Group Inc(LCID)$  , Mercedes-Benz, and BYD $Byd Company Limited(002594)$  , the reality is that self-driving is not just about raw compute power or flashy demos. The hardest part is handling those rare, extreme edge cases — the last 1% of autonomy — and tha

@Shyon:For me, CES 2026 boils down to Rubin, Physical AI, and Power. Rubin confirms that AI is now about system-level efficiency, where NVIDIA $NVIDIA(NVDA)$ still leads. Physical AI—autonomous driving and robotics—is the next growth layer, and energy, especially nuclear, is becoming long-term infrastructure rather than a short-term trade. In positioning, NVIDIA remains my core holding, but I’m not ignoring the second-order plays. Robotics is where expectations are still forming, and Qualcomm’s $Qualcomm(QCOM)$ full-stack push stands out as a possible re-rating catalyst as embodied AI scales. On Tesla