WOAH what a weekend. Hope you

WOAH what a weekend.

Hope you all had a good one.

A few names I’m watching today are $NVDA, $TSM, $QCOM and $COIN.

$NVDA / $TSM still look like the core AI leadership names to me, but after such a strong run I’m more focused on whether momentum can stay supported by demand rather than just multiple expansion.

$QCOM is one I still think the market may be underestimating. If edge AI, auto and on-device inference keep building, it feels like there could still be room for a rerating.

$COIN is more volatile, but if crypto stays strong and stablecoin economics keep improving, I think it stays an important high-beta name to watch.

Main question for today: do leaders keep leading, or do we finally get rotation into laggards?

💰Stocks to watch today?(15 May）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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Comments

RaymondReed
05-12
RaymondReed
Still feels like leaders lead here, ngl. I’m still holding Nvidia after that run lol, but does Qualcomm finally get its turn?
Adz5150
05-11
Adz5150
Party time soon

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I’m still holding Nvidia after that run lol, but does Qualcomm finally get its turn?","text":"Still feels like leaders lead here, ngl. I’m still holding Nvidia after that run lol, but does Qualcomm finally get its turn?","html":"Still feels like leaders lead here, ngl. 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