@koolgal:🌟🌟 $SpaceX(SPCX)$ vs $Tesla Motors(TSLA)$ : Which is a better buy?  Choosing SpaceX right now is like buying a heavily discounted ticket to Mars because the crew hit some minor turbulence.  Yes SpaceX is bleeding due to short term insider lockup expirations & over hyped IPO.  But under the hood, the fundamentals are actually accelerating. SpaceX recently signed a jaw dropping USD 1.11 billion a month AI compute hosting contract. This marks SpaceX's 4th massive AI infrastructure deal, following its contract with Anthropic at USD 1.25 billion a month & Google's USD 920 million a month. SpaceX is like the Millennium Falcon.  It may experience a temporary hyperdrive failure but

@koolgal:🌟 $Oracle(ORCL)$ chairman Larry Ellison has committed a huge USD 7.5 billion to Oracle Cloud Infrastructure or OCI.  It is a bold declaration that Oracle is deep in the money on AI infrastructure. But for retail investors, do you blind faith follow Ellison's mega move now or keep your wallet zipped until this massive bet starts pumping out cold hard cash flow? Following Ellison now is like buying a ticket for a luxury cruise ship before it even left the dry dock simply because the captain is a legendary billionaire. Oracle is locking in massive data centre partnerships which includes a hyper cloud deal with Microsoft & OpenAI.  If you wait until the cash flow materialises, you maybe left buying at the peak. If you wait for the Cash

@Shyon:For me, the 25bp hike is already largely priced in, so the real focus is on Warsh’s guidance and the dot plot. I want to see whether the Fed treats this as a one-off adjustment or signals that more tightening may be needed. The direction of the 2026 and 2027 rate projections could matter more than the hike itself. I am also watching the 10-year Treasury yield closely. If the Fed stays hawkish and yields move back above 5%, high-growth tech and other long-duration assets could face more valuation pressure. The dollar could strengthen as well, while gold and Bitcoin may become more volatile depending on liquidity and risk sentiment. Personally, I am not planning to react aggressively to the headline rate decision. I would rather wait for the dot plot and press conference before making any c

@Shyon:I agree most with the bullish view on $NEBIUS(NBIS)$ . AI infrastructure remains a strong long-term theme for me, and its potential recurring-revenue growth makes the $355 target interesting. I am holding NBIS for the mid-to-long term, focusing more on execution and contract growth than short-term price moves. $Meta Platforms, Inc.(META)$ also stands out. Its huge user base and advertising business give it multiple ways to monetize AI investments. The $820 target is aggressive, but stronger AI adoption could justify higher expectations. I am more cautious on $Novo-Nordisk A/S(<

@koolgal:🌟Is the storage supercycle a glorious AI fueled reality or are we about to watch AI sentiment take an icy bone chilling shower?  With $Micron Technology(MU)$ trading around USD 924.03 after a roller coaster summer, this upcoming report is the ultimate litmus test for the entire semiconductor industry. The Storage Supercycle Believers: This crowd argues that AI chips are completely useless without massive lightning fast memory.  Micron's advanced HBM3E is sold out through 2026.  If Micron drops blockbuster guidance & proves Big Tech is still spending like drunken sailors on memory hardware, the stock could launch into space. The AI Cooling Sentiment

@Aqa:Oil prices are drumming pass $100 per barrel, pushed by severe Middle East supply risks and rapidly shrinking global inventories. Energy stock and oil companies such as $Marathon Petroleum(MPC)$ have strong profit potential. Consumers and households, businesses, and the broader U.S. financial ecosystem are under tremendous pressure in addition to the inflation. This energy rally is going to kill! Come join in the comments @1PC Thank you @Tiger_SG

@Shyon:For me, 50% is already a very meaningful contribution, and I think AI can maintain a large share of S&P 500 $S&P 500(.SPX)$ earnings growth. The AI cycle is no longer just about chips. It is spreading into cloud, data centres, networking, software and productivity gains. That said, I would not expect AI spending to grow at this pace forever. Oracle shows both sides of the story: huge future demand, but also massive CapEx and cash flow pressure. The market will increasingly reward companies that can turn AI demand into real earnings and cash flow. I remain bullish on AI long term, but I prefer selective accumulation rather than chasing. For me, the next phase is not about who spends the most, but who can turn that spending into sustainab

@Barcode:$Hilton(HLT)$ $Marriott(MAR)$ $Hyatt(H)$ $Host(HST)$ $Airbnb, Inc.(ABNB)$   🛎️ 🏨🏩🛎️ Hotel Havoc on Labor Day: What’s the Impact? 🛎️ 🏨🏩 🛎️ Kia ora Tiger traders! 🦁 Labor Day weekend wasn’t just busy for travelers but also for thousands of hotel workers who decided to strike at some of the biggest hotel chains across the US, including Hilton, Hyatt, Marriott, and Omni properties. This strike, sparked by stalled contract negotiations, is shaking up the hospitality industry and could ripple through the stock market! 🧳 🔑 Key Stocks to Watch: 1. Marriott International Inc. (MAR):

@Shyon:$ServiceNow(NOW)$ I am continuing to DCA into ServiceNow(NOW.US), even after the stock has already recovered from its earlier weakness. My current position is already in profit, but I still believe the bigger opportunity may be ahead. For me, this is not about chasing a short-term rally. It is about accumulating a high-quality enterprise software company while the market is still debating whether AI will destroy SaaS or make it even more valuable. Fundamentally, ServiceNow continues to deliver. Q2 2026 subscription revenue grew 24.5% year over year to roughly $3.88 billion, while current remaining performance obligations reached $13.2 billion, up 21%. The company also raised its 2026 subscription revenue outlook to around $15.76–$15.78 billion