💰Stocks to watch today?(4 October）

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!

avatarMinglong Think Tank
21 minutes ago

Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028

Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028 Published by: Minglong Think Tank | Strategy Research: Yu Minglong The combination of AI intelligence, big data and robotics marks the dawn of core intelligent productivity and the core intelligence era. The defining features of this era include mass unemployment, growing grid-based stratification of society, and mounting employment pressure alongside rising living costs. These trends will inevitably trigger industry-wide and localized social unrest. As intelligent applications and AI computing power spread explosively across the globe, the survival conflict between core intelligent productivity and human labor will escalate: labor costs will decline while jobs become increasingly scarce, giving rise to more extreme soc
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Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028
avatarShernice軒嬣 2000
19:58

⚡️ THE REAL AI BOTTLENECK: POWER SEMICONDUCTORS ⚡️

While everyone fights over AI GPUs, data centers are starving for efficient power delivery. That makes Power Chips (SiC & GaN) the ultimate infrastructure play for 2027-2029. 📊 THE LEADERS TO WATCH: 1️⃣ Infineon (IFX) - Clear #1 global power leader. FY27 revenue heading toward €20B (+20% growth acceleration). Massive AI data-center pipeline. 2️⃣ onsemi (ON) - EliteSiC & 900V auto/AI dominance. Targeting a 12-14% CAGR toward an $11B run-rate. 3️⃣ STMicroelectronics (STM) - SiC auto giant pushing into $2.5B+ AI silicon photonics/power by 2027. 4️⃣ Texas Instruments (TXN) - Steady analog/power compounder. 5️⃣ Wolfspeed (WOLF) - High-risk/high-reward pure-play SiC turnaround watch. 💡 THE THESIS: Power content per AI rack & per EV is exploding. Less hype than AI compute, but structu
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⚡️ THE REAL AI BOTTLENECK: POWER SEMICONDUCTORS ⚡️
avatar吉3186
19:14
My view The biggest lesson is valuation matters as much as the company itself. A good company can still be a bad buy if the stock is too expensive. Netflix and Target show that improving fundamentals can create opportunities. Moderna and Exxon show that even strong companies can be downgraded after a big price increase. AI is spreading beyond chips into networking, software and even travel. Analyst ratings are opinions, not guarantees. Always ask: Did the business improve, or did the stock simply become cheaper/more expensive? Bottom line: I would not buy a stock just because an analyst says “Buy.” I would look at business growth + valuation + cash flow first. For a beginner, buying good companies at a reasonable price is more important than following weekly analyst changes.
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avatarWallStreet_Tiger
18:40

🐯 Wall Street’s Upgrade & Downgrade Radar: Who Won the Street’s Vote Last Week?

Hey Tigers 🐯 — Wall Street analysts were busy reshuffling their stock picks last week. From $Netflix(NFLX)$ and $Target(TGT)$ receiving fresh bullish calls to $Moderna, Inc.(MRNA)$ and $Exxon Mobil(XOM)$ getting downgraded, the bigger story wasn’t simply “bullish vs. bearish.” Analysts were weighing valuation, improving fundamentals and future catalysts — and in several cases, a good company still got downgraded because its stock had already run too far. Here are some of the notable analyst moves from Sep. 28 to Oct. 2 👇 📅 Monday, Sep. 28: Travel Gets Bullish
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🐯 Wall Street’s Upgrade & Downgrade Radar: Who Won the Street’s Vote Last Week?
avatarTiger_comments
17:59

Broadcom Is Lending Anthropic Up to $42B: Is AI Starting to Finance Itself?

A new pattern is emerging across the AI infrastructure boom: the companies selling compute are starting to help finance the companies buying it. According to Anthropic’s IPO filing, Broadcom has agreed to provide up to $42 billion in financing to support Anthropic’s AI infrastructure buildout. The financing could cover roughly one-third of Anthropic’s five-year $125.2 billion TPU lease commitment and may include convertible instruments that could eventually become equity. The headline number is huge, but the structure matters even more. Broadcom is already deeply involved in Google’s TPU ecosystem and is expected to help Anthropic access roughly 3.5GW of next-generation TPU capacity starting in 2027. Now Broadcom is also helping Anthropic finance that infrastructure. So the relationship is
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Broadcom Is Lending Anthropic Up to $42B: Is AI Starting to Finance Itself?
avatar苏36
14:31
[你懂的]  The market’s biggest story today isn’t simply whether AI stocks can keep rising. The more important question is: Where does the next wave of AI capital spending go? The latest U.S. jobs data showed a sharp slowdown in employment growth, reducing expectations for another near-term Fed rate hike. That is supportive for growth stocks. But with long-term Treasury yields still elevated, investors have less room to pay any price for future growth. That makes earnings power and real AI demand increasingly important. And this is where I think the next opportunity may be hiding. 1️⃣ NVIDIA — Still the AI Core NVIDIA remains the undisputed center of AI computing. Its massive buyback authorization also highlights the extraordinary cash generation of the business. But there is a probl
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avatarKentzw
13:16
For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.
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avatarKentzw
13:13
Singapore has a strong starting position, but I think B is the most realistic answer. Infrastructure and investment can attract AI companies, but talent will ultimately decide who becomes a true AI hub. The regional race is only getting more competitive.
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avatarKentzw
13:02

🔥 CLS: The AI Bottleneck Nobody Is Talking About

Everyone is watching the AI chips. But what if the next bottleneck isn’t compute? It’s bandwidth. That’s why $Celestica(CLS)$ is my Stock of the Day. As AI data centres become larger and more complex, moving data between GPUs, servers and networks is becoming increasingly important. Celestica is gaining attention as a major networking and AI infrastructure player. CLS gives investors exposure to the AI buildout without being another headline GPU stock. And that’s the interesting part. The market has already rewarded many of the obvious AI winners. The next phase could be about finding the companies solving the infrastructure problems created by increasingly massive AI clusters. 🎯 What I’m watching Celestica’s growth in AI-related infrastructur
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🔥 CLS: The AI Bottleneck Nobody Is Talking About
avatarD1ane
12:59

🔥 APLD: The AI Infrastructure Stock With a Big Earnings Test Ahead

$APPLIED DIGITAL CORP(APLD)$ is heading into earnings with one of the more interesting setups in the AI infrastructure space. The company reports Wednesday, and expectations are high: analysts are looking for roughly 94% year-over-year revenue growth.  But this isn’t just another “AI is growing” story. The real question is whether Applied Digital can turn the massive demand for AI computing capacity into real, scalable revenue. That’s becoming increasingly important as investors move beyond the headline AI trade and start asking which companies can actually generate cash from the infrastructure boom. APLD has attracted attention for its data-centre strategy and potential expansion of its AI infrastructure business. One analyst highlighted it
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🔥 APLD: The AI Infrastructure Stock With a Big Earnings Test Ahead
avatarnerdbull1669
10:10

Navigate Political Volatility: The 2026 Midterm Elections Investor Warm-Up Guide

The 2026 U.S. midterm elections are shaping up to be an intense battle for Capitol Hill, with the general election scheduled for November 3, 2026. Propelled by President Donald Trump’s record-low approval ratings, voter anxiety over the war in Iran, rising gas prices, and general affordability, Democrats are seeing strong momentum even in traditionally red states. In this article, we would like to perform an exhaustive assessment of legislative battlegrounds, regulatory shifts, and structural sector risks ahead of the 2026 US midterm elections. 1. Introduction: The Macroeconomic Stakes of Midterms Electoral cycles in the United States serve as critical barometers for investor sentiment, fiscal trajectory, and regulatory enforcement. While presidential elections command broad media attentio
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Navigate Political Volatility: The 2026 Midterm Elections Investor Warm-Up Guide
avatarnerdbull1669
07:29

Navigating the Tech Rally: Macroeconomic Catalysts, Semiconductor Surge, and Sector Implications

Nasdaq hit record highs following a soft jobs report that lowered interest rate fears, driving $NVIDIA(NVDA)$ Nvidia and $Advanced Micro Devices(AMD)$ AMD to new highs. In this article, we would like to look at an in-depth analysis of $NASDAQ(.IXIC)$ Nasdaq record Highs, Interest Rate Shifts, and Ecosystem Disparities. 1. Macroeconomic Context: The Soft Jobs Report Catalyst The catalyst for the recent leg up in equity markets was a cooler-than-expected employment report. For months, market participants wrestled with sticky inflation prints and resilient labor data that forced the Federal Reserve to maintain a higher-for-longer interest rate stance. When the lates
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Navigating the Tech Rally: Macroeconomic Catalysts, Semiconductor Surge, and Sector Implications
avatarIsleigh
10-04 22:46

ORBS at $1.16: The Chart Is Strengthening, But This Is Really a WLD Trade Wearing an Equity Wrapper

$Eightco Holdings Inc.(ORBS)$   Eightco Holdings is one of the stranger small-cap setups I'm watching right now. ORBS closed at $1.16, up 2.65%, after trading as high as $1.36. More importantly, the chart has climbed from a recent low around $0.73 while producing a sequence of higher lows. Unlike BYND and RZLV, this is not an oversold-rebound setup. ORBS already has momentum. The question is whether the next move is $1.40+, or whether traders are about to discover how quickly a crypto-treasury premium can disappear. First, Understand What You're Actually Buying ORBS increasingly behaves less like a conventional operating company and more like a publicly traded basket of speculative assets. Its latest disclosed holdings were approximately $380
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ORBS at $1.16: The Chart Is Strengthening, But This Is Really a WLD Trade Wearing an Equity Wrapper
avatarKYHBKO
10-04 15:56

Economic and Earnings Calendar (05Oct2026)

Economic Calendar (05Oct2026) Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [Investing.c
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Economic and Earnings Calendar (05Oct2026)
avatarD1ane
10-04 11:46

QUANTA SERVICES (PWR)

THE AI TRADE NOBODY TALKS ABOUT ENOUGH Everyone is watching the chips. But what happens when all those AI data centres need more electricity? That’s where $Quanta(PWR)$  gets interesting. PWR is one of the major players in North American power infrastructure, working across transmission, distribution and energy infrastructure. The investment story is simple: electricity demand is rising, and the grid needs to expand to keep up. Quanta’s recent numbers are already showing the strength of the business. Revenue rose 41.1% year over year in Q2, while adjusted EPS jumped 71%. Even more interesting is the company’s roughly $53.4 billion backlog, giving investors significant visibility into future work.  And this isn’t just an AI bet. Data cent
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QUANTA SERVICES (PWR)
avatarKentzw
10-04 05:13

$TSLA — Forget the Cars. What If Tesla’s Biggest Business Hasn’t Been Built Yet?

$Tesla Motors(TSLA)$ is one of those stocks where the debate has moved far beyond quarterly vehicle deliveries. The bigger question is whether Tesla can evolve from an electric-vehicle company into a broader technology and infrastructure platform — with autonomy, robotics and energy potentially becoming much larger parts of the story. 🚗 EVs are still the foundation Tesla remains one of the most recognizable EV brands globally, but the auto business is also where investors can see the biggest challenges: competition, pricing pressure and the need to keep expanding demand. That makes the next phase particularly important. 🤖 The autonomy question If Tesla’s autonomous-driving ambitions translate into a meaningful commercial business, the economi
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$TSLA — Forget the Cars. What If Tesla’s Biggest Business Hasn’t Been Built Yet?
avatarkoolgal
10-03 14:53

The 10 Shares Board Lot Revolution: DBS, OCBC, UOB and Keppel Are Finally In Your Reach!

🌟🌟🌟The Singapore Exchange has just dropped a financial bombshell that completely levels the playing field for everyday retail investors.  Starting Monday, 5 October 2026, SGD is officially smashing down its historic barriers, allowing investors to buy shares in tight, ultra accessible board lots of just 10 shares.  This is down from its restrictive 100 shares  limit. Before this structural revolution, if you wanted a piece of Singapore's most legendary dividend paying cash cows, you needed thousands of dollars upfront just to get your foot in the door.  High priced premium stocks were an exclusive playground for big institutional funds.  But overnight, the gates have been thrown wide open. By using Tiger Brokers' platform, this board lot reduction acts as a massive
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The 10 Shares Board Lot Revolution: DBS, OCBC, UOB and Keppel Are Finally In Your Reach!
avatarKentzw
10-03 04:07

ON — THE “PHYSICAL AI” PLAY

Everyone is watching Nvidia and the big AI data centres. I’m looking at a different part of the semiconductor chain. $ON Semiconductor(ON)$ Semiconductor makes chips focused on power management, sensing and control — important technologies for cars, industrial equipment, automation and AI infrastructure. The big catalyst right now is its planned acquisition of Synaptics. So what does Synaptics actually do? Synaptics develops chips and technology that help connected devices see, hear, connect and interact. Its products cover touch and display, biometrics, wireless connectivity, audio, video, vision and security processing. It also has Astra, an AI-native platform designed to bring AI processing directly into devices rather than relying entirely
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ON — THE “PHYSICAL AI” PLAY
avatarD1ane
10-03 03:45

TER — THE AI BET HIDING BEHIND THE CHIPS

Everyone talks about GPUs. But who makes sure those increasingly complex chips actually work? $Teradyne(TER)$  designs automated test equipment used to test semiconductors, memory and electronics, while also operating an advanced robotics business. In other words, it sits further down the AI hardware chain — helping test the chips and systems powering the next generation of computing.  And the numbers are getting interesting. Teradyne reported $1.329B of Q2 2026 revenue, up 104% year over year, with Semiconductor Test generating $1.122B. The company said AI-related demand was a key driver, including strength in memory.  Now it is pushing further into the AI ecosystem, with new testing solutions aimed at next-generation memory and AI/dat
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TER — THE AI BET HIDING BEHIND THE CHIPS
avatarhd87
10-03 01:56
I'd watch Hyperscaler AI capex.
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