World Cup Event: Which Team Are You Betting?

The 2026 World Cup kicks off — the biggest ever (48 teams, 104 matches, co-hosted by the U.S., Canada and Mexico) and one of the largest sports-betting events in history, with global wagers projected near $50 billion. Buying a stock is a bet on fundamentals; backing a World Cup team is a bet on form and heart — both are the same game of probability, odds and emotion. Brazil's attack, Argentina's title defense, France's stacked squad, England's "tournament curse"… everyone's got a side. So — which team are you betting to lift the trophy? And would you ride the betting stocks alongside it?

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Samual Poh chee how

09-03

Argentina , France, Germany and Italy

Stock Market Pioneer

08-28

$NVDA VERA RUBIN SUPPLY CHAIN

‌$英伟达(NVDA)$ ‌ VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with‌$美光科技(MU)$ ‌,‌$SK海力士(SKHY)$ ‌& Samsung supplying the DRAM & HBM feeding Rubin accelerators while‌ $闪迪(SNDK)$ ‌adds exposure to storage layer around AI systems • Advanced packaging runs through‌$台积电(TSM)$ ‌，‌$艾马克技术公司(AMKR)$ ‌&‌$

$NVDA VERA RUBIN SUPPLY CHAIN

Stock Market Pioneer

08-28

Building a position is not a one-day decision.

Long-term investing requires the patience to accept volatility and significant pullbacks along the way. On May 29, when‌$ServiceNow(NOW)$ ‌was trading under pressure, we started a small position as an observation position. Instead of rushing in with full size, we gradually built exposure through a disciplined cash-secured PUT strategy, which brought our long-term cost basis down to around $100. Today, the position is already showing roughly 30% unrealized gains. But this strategy is not for everyone. This was designed for investors with larger capital who can tolerate volatility and hold through market cycles. For smaller accounts, I still prefer a more active approach — short-term and swing trading — to keep capital moving and create more fl

Building a position is not a one-day decision.

Stock Market Pioneer

08-27

$ASTS | A Small Wording Change, But Worth Watching

‌$AST SpaceMobile, Inc.(ASTS)$ ‌: One small wording change caught my attention this morning. On the August 10 investor deck, AST said BlueBirds 14, 15 & 16 were "ready to ship shortly". Today’s update says BB14 is complete, while BB15 & BB16 are "nearing completion". I wonder if the change reflects last minute tweaks or customer requested upgrades, rather than a delay.

$ASTS | A Small Wording Change, But Worth Watching

Stock Market Pioneer

08-27

All My Trading Plans Are Shared Here on X

All of my trading plans and market insights are published here on X. I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming. X：@thequeennnz

All My Trading Plans Are Shared Here on X

Stock Market Pioneer

08-27

NVIDIA Earnings: The AI Supercycle Is Still Accelerating

‌$英伟达(NVDA)$ ‌ once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr

NVIDIA Earnings: The AI Supercycle Is Still Accelerating

Stock Market Pioneer

08-26

Nvidia's strategic moves

‌$英伟达(NVDA)$ ‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌$台积电(TSM)$ ‌37% •‌$SK海力士(SKHY)$ ‌27% •‌$美光科技(MU)$ ‌14% •‌$泰瑞达(TER)$ ‌8% •‌$日月光半导体(ASX)$ ‌3% •‌$Fabrinet(FN)$ ‌1% •‌$艾马克技术公司(AMKR)$ ‌1% •‌$思科(CSCO)$ ‌

Nvidia's strategic moves

Stock Market Pioneer

08-26

$NVDA Earnings: The AI Boom Faces Its Biggest Test

‌$英伟达(NVDA)$ ‌’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. ‌$微软(MSFT)$ ‌,‌$亚马逊(AMZN)$ ‌,‌$谷歌(GOOG)$ </

$NVDA Earnings: The AI Boom Faces Its Biggest Test

kaz trader

07-29

$Amazon.com(AMZN)$ even if Elon is wasting our hard earned money we paid for his SPACE X by seeing what happens when U slam a rocket lauched a month ago into the moon in a month's time all to amuse himself as he has lost the lust for life having done everything worth doing 10 times already, anyway don't lose faith in the momentary trillionaire as this would happen to all meer mortals to achieve what he has , I say this because of everyones lack of confidence for the (little less of late) miraculous company that holds the name of the one true adversary of almighty false claimer Tomas Ederson. My former reluctance to stay positive has been revitalised and replaced with the optimism of a ..... Well something or someone that's sure of himself and I will soon explain ..................Everyone,

Mkoh

06-19

Brazil with ancelotti leading them I believe he can lead them straight to the glory

Success88

06-17

I will suppprt Germany. This year Germany will go into final

DinoTeo

06-16

gogogogogogo ah lei ah lei ah lei here we goooooooooo

KeenneethT

06-16

love this article

LazyCat Invests

06-15

Tiger BOSS Debit Card Epic Rewards

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Tiger BOSS Debit Card Epic Rewards

Pay2Win

06-15

Join me on Tiger Trade!

Find out more here:Join me on Tiger Trade! Sign up with my invite and we both get USD 150*! You'll also unlock up to SGD 1,000 in welcome perks.

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Wygrywam mordo

06-15

Thank you I'm happy to invest in the 2026 world cup thank you very much.

e13v3n

06-15

France

NFTGR

06-14

world Cup curse?! not sure what but don't believe

NFTGR

06-14

just enjoy football [Cool]

PM01

06-14

Netherlands 🇳🇱

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On the August 10 investor deck, AST said BlueBirds 14, 15 &amp; 16 were \"ready to ship shortly\". Today’s update says BB14 is complete, while BB15 &amp; BB16 are \"nearing completion\". I wonder if the change reflects last minute tweaks or customer requested upgrades, rather than a delay.","listText":"‌<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ &nbsp;</a>‌: One small wording change caught my attention this morning. On the August 10 investor deck, AST said BlueBirds 14, 15 &amp; 16 were \"ready to ship shortly\". Today’s update says BB14 is complete, while BB15 &amp; BB16 are \"nearing completion\". I wonder if the change reflects last minute tweaks or customer requested upgrades, rather than a delay.","text":"‌$AST SpaceMobile, Inc.(ASTS)$ ‌: One small wording change caught my attention this morning. On the August 10 investor deck, AST said BlueBirds 14, 15 & 16 were \"ready to ship shortly\". 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I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming.&nbsp; X：@thequeennnz","listText":"All of my trading plans and market insights are published here on X. I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming.&nbsp; X：@thequeennnz","text":"All of my trading plans and market insights are published here on X. I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming. X：@thequeennnz","images":[{"img":"https://community-static.tradeup.com/news/0c5e7d4c6cbd9546b3687124536062fe"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/601312725922280","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601171204383648,"gmtCreate":1787807300172,"gmtModify":1787816805323,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242730566282812","authorIdStr":"4242730566282812"},"themes":[],"title":"NVIDIA Earnings: The AI Supercycle Is Still Accelerating","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌&nbsp;once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌&nbsp;once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr","text":"‌$英伟达(NVDA)$ ‌ once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr","images":[{"img":"https://community-static.tradeup.com/news/dc36a0bf89ac42a27331e2030e6c6f1b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/601171204383648","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000337","authorId":"9000000000000337","name":"bingoo","avatar":"https://static.tigerbbs.com/2c065267febaa7f90a2c347c9360e4b1","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000337","authorIdStr":"9000000000000337"},"content":"That jump in purchase commitments from 119B to 279B is the tell — memory and advanced packaging look way tighter than people think","text":"That jump in purchase commitments from 119B to 279B is the tell — memory and advanced packaging look way tighter than people think","html":"That jump in purchase commitments from 119B to 279B is the tell — memory and advanced packaging look way tighter than people think"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600958866530656,"gmtCreate":1787748073216,"gmtModify":1787749638644,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242730566282812","authorIdStr":"4242730566282812"},"themes":[],"title":"Nvidia's strategic moves","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌<a href=\"https://ttm.financial/S/TSM\">$台积电(TSM)$ &nbsp;</a>‌37% •‌<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ &nbsp;</a>‌27% •‌<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ &nbsp;</a>‌14% •‌<a href=\"https://ttm.financial/S/TER\">$泰瑞达(TER)$ &nbsp;</a>‌8% •‌<a href=\"https://ttm.financial/S/ASX\">$日月光半导体(ASX)$ &nbsp;</a>‌3% •‌<a href=\"https://ttm.financial/S/FN\">$Fabrinet(FN)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/AMKR\">$艾马克技术公司(AMKR)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/CSCO\">$思科(CSCO)$ &nbsp;</a>‌","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌<a href=\"https://ttm.financial/S/TSM\">$台积电(TSM)$ &nbsp;</a>‌37% •‌<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ &nbsp;</a>‌27% •‌<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ &nbsp;</a>‌14% •‌<a href=\"https://ttm.financial/S/TER\">$泰瑞达(TER)$ &nbsp;</a>‌8% •‌<a href=\"https://ttm.financial/S/ASX\">$日月光半导体(ASX)$ &nbsp;</a>‌3% •‌<a href=\"https://ttm.financial/S/FN\">$Fabrinet(FN)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/AMKR\">$艾马克技术公司(AMKR)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/CSCO\">$思科(CSCO)$ &nbsp;</a>‌","text":"‌$英伟达(NVDA)$ ‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌$台积电(TSM)$ ‌37% •‌$SK海力士(SKHY)$ ‌27% •‌$美光科技(MU)$ ‌14% •‌$泰瑞达(TER)$ ‌8% •‌$日月光半导体(ASX)$ ‌3% •‌$Fabrinet(FN)$ ‌1% •‌$艾马克技术公司(AMKR)$ ‌1% •‌$思科(CSCO)$ ‌","images":[{"img":"https://community-static.tradeup.com/news/21f1d9393454c46271839b7a0a1730e7"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":136,"commentSize":5,"repostSize":449,"link":"https://ttm.financial/post/600958866530656","isVote":1,"tweetType":1,"viewCount":9940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000521","authorId":"9000000000000521","name":"KittyBruno","avatar":"https://static.tigerbbs.com/55e526bf56359c8153d15df97d3245b8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000521","authorIdStr":"9000000000000521"},"content":"TSM at 37% matters, but the bigger question is whether that exposure is already priced. Foundry multiples still look way less stretched than pure AI names.","text":"TSM at 37% matters, but the bigger question is whether that exposure is already priced. Foundry multiples still look way less stretched than pure AI names.","html":"TSM at 37% matters, but the bigger question is whether that exposure is already priced. Foundry multiples still look way less stretched than pure AI names."},{"author":{"id":"3479274778362153","authorId":"3479274778362153","name":"vibzee","avatar":"https://static.tigerbbs.com/ea77ccd21d5c1ea016a76d14eaff2fc2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274778362153","authorIdStr":"3479274778362153"},"content":"HBM and test spend overtaking wafers is the real signal here, memory bandwidth and yield are deciding this race more than process now","text":"HBM and test spend overtaking wafers is the real signal here, memory bandwidth and yield are deciding this race more than process now","html":"HBM and test spend overtaking wafers is the real signal here, memory bandwidth and yield are deciding this race more than process now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600826949583296,"gmtCreate":1787723330631,"gmtModify":1787734512086,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242730566282812","authorIdStr":"4242730566282812"},"themes":[],"title":"$NVDA Earnings: The AI Boom Faces Its Biggest Test","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. ‌<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$ &nbsp;&lt;/</a>","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. ‌<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$ &nbsp;&lt;/</a>","text":"‌$英伟达(NVDA)$ ‌’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. ‌$微软(MSFT)$ ‌,‌$亚马逊(AMZN)$ ‌,‌$谷歌(GOOG)$ </","images":[{"img":"https://community-static.tradeup.com/news/428c40b4fc0092329f4367186ce78953"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/600826949583296","isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000615","authorId":"9000000000000615","name":"quixzi","avatar":"https://static.tigerbbs.com/256ffdc976dab81f8d06c84c0e0e8e43","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000615","authorIdStr":"9000000000000615"},"content":"Competition risk matters more here. If hyperscalers lean harder into custom silicon and AMD keeps closing the gap, Blackwell pricing power gets tested fast","text":"Competition risk matters more here. If hyperscalers lean harder into custom silicon and AMD keeps closing the gap, Blackwell pricing power gets tested fast","html":"Competition risk matters more here. If hyperscalers lean harder into custom silicon and AMD keeps closing the gap, Blackwell pricing power gets tested fast"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":590886162326096,"gmtCreate":1785255974661,"gmtModify":1785258735718,"author":{"id":"4240733816868442","authorId":"4240733816868442","name":"kaz trader","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4240733816868442","authorIdStr":"4240733816868442"},"themes":[],"title":"","htmlText":"$Amazon.com(AMZN)$ even if Elon is wasting our hard earned money we paid for his SPACE X by seeing what happens when U slam a rocket lauched a month ago into the moon in a month's time all to amuse himself as he has lost the lust for life having done everything worth doing 10 times already, anyway don't lose faith in the momentary trillionaire as this would happen to all meer mortals to achieve what he has , I say this because of everyones lack of confidence for the (little less of late) miraculous company that holds the name of the one true adversary of almighty false claimer Tomas Ederson. My former reluctance to stay positive has been revitalised and replaced with the optimism of a ..... Well something or someone that's sure of himself and I will soon explain ..................Everyone,","listText":"$Amazon.com(AMZN)$ even if Elon is wasting our hard earned money we paid for his SPACE X by seeing what happens when U slam a rocket lauched a month ago into the moon in a month's time all to amuse himself as he has lost the lust for life having done everything worth doing 10 times already, anyway don't lose faith in the momentary trillionaire as this would happen to all meer mortals to achieve what he has , I say this because of everyones lack of confidence for the (little less of late) miraculous company that holds the name of the one true adversary of almighty false claimer Tomas Ederson. My former reluctance to stay positive has been revitalised and replaced with the optimism of a ..... Well something or someone that's sure of himself and I will soon explain ..................Everyone,","text":"$Amazon.com(AMZN)$ even if Elon is wasting our hard earned money we paid for his SPACE X by seeing what happens when U slam a rocket lauched a month ago into the moon in a month's time all to amuse himself as he has lost the lust for life having done everything worth doing 10 times already, anyway don't lose faith in the momentary trillionaire as this would happen to all meer mortals to achieve what he has , I say this because of everyones lack of confidence for the (little less of late) miraculous company that holds the name of the one true adversary of almighty false claimer Tomas Ederson. My former reluctance to stay positive has been revitalised and replaced with the optimism of a ..... Well something or someone that's sure of himself and I will soon explain ..................Everyone,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590886162326096","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":576823887147520,"gmtCreate":1781851056863,"gmtModify":1781851059825,"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548734971517314","authorIdStr":"3548734971517314"},"themes":[],"title":"","htmlText":"Brazil with ancelotti leading them I believe he can lead them straight to the glory","listText":"Brazil with ancelotti leading them I believe he can lead them straight to the glory","text":"Brazil with ancelotti leading them I believe he can lead them straight to the glory","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/576823887147520","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":576105338832432,"gmtCreate":1781659115783,"gmtModify":1781659120882,"author":{"id":"4101948424484190","authorId":"4101948424484190","name":"Success88","avatar":"https://static.itradeup.com/news/4408e1a22d73e99adb53aa65dde8ad91","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101948424484190","authorIdStr":"4101948424484190"},"themes":[],"title":"","htmlText":"I will suppprt Germany. This year Germany will go into final","listText":"I will suppprt Germany. This year Germany will go into final","text":"I will suppprt Germany. This year Germany will go into final","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/576105338832432","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575880330113552,"gmtCreate":1781604157075,"gmtModify":1781604160022,"author":{"id":"3574912567370044","authorId":"3574912567370044","name":"DinoTeo","avatar":"https://community-static.tradeup.com/news/b46f409ba21cd0b3cb20ac54c5ab2fb2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574912567370044","authorIdStr":"3574912567370044"},"themes":[],"title":"","htmlText":"gogogogogogo ah lei ah lei ah lei here we goooooooooo","listText":"gogogogogogo ah lei ah lei ah lei here we goooooooooo","text":"gogogogogogo ah lei ah lei ah lei here we goooooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575880330113552","isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575761568436264,"gmtCreate":1781575129723,"gmtModify":1781575747771,"author":{"id":"3575959308646326","authorId":"3575959308646326","name":"KeenneethT","avatar":"https://community-static.tradeup.com/news/54cf9a2326d5aabcb9d557404f0aee18","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575959308646326","authorIdStr":"3575959308646326"},"themes":[],"title":"","htmlText":"love this article","listText":"love this article","text":"love this article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575761568436264","isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575450216367248,"gmtCreate":1781499039704,"gmtModify":1781499880455,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4216992707635432","authorIdStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://tigr.link/s/40H01Kv\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://tigr.link/s/40H01Kv\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575450216367248","isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575438439117904,"gmtCreate":1781496163478,"gmtModify":1781498661038,"author":{"id":"4106210983638720","authorId":"4106210983638720","name":"Pay2Win","avatar":"https://community-static.tradeup.com/news/5f7d95688a96f896509baffa94b4b60e","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4106210983638720","authorIdStr":"4106210983638720"},"themes":[],"title":"Join me on Tiger Trade!","htmlText":"Find out more here:<a href=\"https://tigr.link/s/70H00SY\">Join me on Tiger Trade!</a> Sign up with my invite and we both get USD 150*! You'll also unlock up to SGD 1,000 in welcome perks.","listText":"Find out more here:<a href=\"https://tigr.link/s/70H00SY\">Join me on Tiger Trade!</a> Sign up with my invite and we both get USD 150*! You'll also unlock up to SGD 1,000 in welcome perks.","text":"Find out more here:Join me on Tiger Trade! Sign up with my invite and we both get USD 150*! You'll also unlock up to SGD 1,000 in welcome perks.","images":[{"img":"https://c1.itigergrowtha.com/files/h5-repos/market/2025/invitation/150_en_1200_630.jpg"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575438439117904","isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575338076992560,"gmtCreate":1781471788416,"gmtModify":1781487512741,"author":{"id":"4244294795621962","authorId":"4244294795621962","name":"Wygrywam mordo","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4244294795621962","authorIdStr":"4244294795621962"},"themes":[],"title":"","htmlText":"Thank you I'm happy to invest in the 2026 world cup thank you very much.","listText":"Thank you I'm happy to invest in the 2026 world cup thank you very much.","text":"Thank you I'm happy to invest in the 2026 world cup thank you very much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575338076992560","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575265086060232,"gmtCreate":1781453875723,"gmtModify":1781453878662,"author":{"id":"3565819252889467","authorId":"3565819252889467","name":"e13v3n","avatar":"https://static.tigerbbs.com/387ab24895655e32d7ddaf87ded7da37","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565819252889467","authorIdStr":"3565819252889467"},"themes":[],"title":"","htmlText":"France","listText":"France","text":"France","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575265086060232","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575141604763312,"gmtCreate":1781423832666,"gmtModify":1781423835631,"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567497553453071","authorIdStr":"3567497553453071"},"themes":[],"title":"","htmlText":"world Cup curse?!&nbsp; not sure what but don't believe","listText":"world Cup curse?!&nbsp; not sure what but don't believe","text":"world Cup curse?! not sure what but don't believe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575141604763312","isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575138104915488,"gmtCreate":1781422974476,"gmtModify":1781422977400,"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567497553453071","authorIdStr":"3567497553453071"},"themes":[],"title":"","htmlText":"just enjoy football [Cool]","listText":"just enjoy football [Cool]","text":"just enjoy football [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575138104915488","isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575083143214552,"gmtCreate":1781409568403,"gmtModify":1781412195700,"author":{"id":"4141015402085332","authorId":"4141015402085332","name":"PM01","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141015402085332","authorIdStr":"4141015402085332"},"themes":[],"title":"","htmlText":"Netherlands 🇳🇱&nbsp;","listText":"Netherlands 🇳🇱&nbsp;","text":"Netherlands 🇳🇱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575083143214552","isVote":1,"tweetType":1,"viewCount":1783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":601654175412512,"gmtCreate":1787925194307,"gmtModify":1788009049078,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242730566282812","idStr":"4242730566282812"},"themes":[],"title":"$NVDA VERA RUBIN SUPPLY CHAIN","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌&nbsp;VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with‌<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ &nbsp;</a>‌&amp; Samsung supplying the DRAM &amp; HBM feeding Rubin accelerators while‌&nbsp;<a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$ &nbsp;</a>‌adds exposure to storage layer around AI systems • Advanced packaging runs through‌<a href=\"https://ttm.financial/S/TSM\">$台积电(TSM)$ &nbsp;</a>‌，‌<a href=\"https://ttm.financial/S/AMKR\">$艾马克技术公司(AMKR)$ &nbsp;</a>‌&amp;‌<a href=\"https://ttm.financial/S/INTC\">$</a>","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌&nbsp;VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with‌<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ &nbsp;</a>‌&amp; Samsung supplying the DRAM &amp; HBM feeding Rubin accelerators while‌&nbsp;<a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$ &nbsp;</a>‌adds exposure to storage layer around AI systems • Advanced packaging runs through‌<a href=\"https://ttm.financial/S/TSM\">$台积电(TSM)$ &nbsp;</a>‌，‌<a href=\"https://ttm.financial/S/AMKR\">$艾马克技术公司(AMKR)$ &nbsp;</a>‌&amp;‌<a href=\"https://ttm.financial/S/INTC\">$</a>","text":"‌$英伟达(NVDA)$ ‌ VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with‌$美光科技(MU)$ ‌,‌$SK海力士(SKHY)$ ‌& Samsung supplying the DRAM & HBM feeding Rubin accelerators while‌ $闪迪(SNDK)$ ‌adds exposure to storage layer around AI systems • Advanced packaging runs through‌$台积电(TSM)$ ‌，‌$艾马克技术公司(AMKR)$ ‌&‌$","images":[{"img":"https://community-static.tradeup.com/news/fc482457f7f365479498b8c5ceb3b896"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2133,"commentSize":3,"repostSize":63,"link":"https://ttm.financial/post/601654175412512","isVote":1,"tweetType":1,"viewCount":8255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000462","idStr":"9000000000000462"},"content":"800VDC matters more than people think. A 1% power-efficiency gain can save AI data centers hundreds of millions annually, which is exactly why VICR and POWI belong here","text":"800VDC matters more than people think. A 1% power-efficiency gain can save AI data centers hundreds of millions annually, which is exactly why VICR and POWI belong here","html":"800VDC matters more than people think. A 1% power-efficiency gain can save AI data centers hundreds of millions annually, which is exactly why VICR and POWI belong here"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600826949583296,"gmtCreate":1787723330631,"gmtModify":1787734512086,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242730566282812","idStr":"4242730566282812"},"themes":[],"title":"$NVDA Earnings: The AI Boom Faces Its Biggest Test","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. ‌<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$ &nbsp;&lt;/</a>","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. ‌<a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>‌,‌<a href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$ &nbsp;&lt;/</a>","text":"‌$英伟达(NVDA)$ ‌’s earnings report is not just about one company. It is a report card for the entire AI infrastructure cycle. Wall Street expects another record-breaking quarter: 📌 Revenue estimate: ~$92 billion 📌 EPS estimate: ~$2.09 📌 Revenue growth: ~97% YoY 📌 EPS growth: ~99% YoY 📌 Next quarter revenue expectation: above $104 billion But the market is not asking whether NVIDIA can beat estimates. The market is asking: Can NVIDIA continue to grow at an extraordinary pace? 1. Data Center Demand Remains The Key AI infrastructure investment is still expanding. ‌$微软(MSFT)$ ‌,‌$亚马逊(AMZN)$ ‌,‌$谷歌(GOOG)$ </","images":[{"img":"https://community-static.tradeup.com/news/428c40b4fc0092329f4367186ce78953"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/600826949583296","isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000615","authorId":"9000000000000615","name":"quixzi","avatar":"https://static.tigerbbs.com/256ffdc976dab81f8d06c84c0e0e8e43","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000615","idStr":"9000000000000615"},"content":"Competition risk matters more here. If hyperscalers lean harder into custom silicon and AMD keeps closing the gap, Blackwell pricing power gets tested fast","text":"Competition risk matters more here. If hyperscalers lean harder into custom silicon and AMD keeps closing the gap, Blackwell pricing power gets tested fast","html":"Competition risk matters more here. If hyperscalers lean harder into custom silicon and AMD keeps closing the gap, Blackwell pricing power gets tested fast"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601171204383648,"gmtCreate":1787807300172,"gmtModify":1787816805323,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242730566282812","idStr":"4242730566282812"},"themes":[],"title":"NVIDIA Earnings: The AI Supercycle Is Still Accelerating","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌&nbsp;once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌&nbsp;once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr","text":"‌$英伟达(NVDA)$ ‌ once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr","images":[{"img":"https://community-static.tradeup.com/news/dc36a0bf89ac42a27331e2030e6c6f1b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/601171204383648","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000337","authorId":"9000000000000337","name":"bingoo","avatar":"https://static.tigerbbs.com/2c065267febaa7f90a2c347c9360e4b1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000337","idStr":"9000000000000337"},"content":"That jump in purchase commitments from 119B to 279B is the tell — memory and advanced packaging look way tighter than people think","text":"That jump in purchase commitments from 119B to 279B is the tell — memory and advanced packaging look way tighter than people think","html":"That jump in purchase commitments from 119B to 279B is the tell — memory and advanced packaging look way tighter than people think"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600958866530656,"gmtCreate":1787748073216,"gmtModify":1787749638644,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242730566282812","idStr":"4242730566282812"},"themes":[],"title":"Nvidia's strategic moves","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌<a href=\"https://ttm.financial/S/TSM\">$台积电(TSM)$ &nbsp;</a>‌37% •‌<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ &nbsp;</a>‌27% •‌<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ &nbsp;</a>‌14% •‌<a href=\"https://ttm.financial/S/TER\">$泰瑞达(TER)$ &nbsp;</a>‌8% •‌<a href=\"https://ttm.financial/S/ASX\">$日月光半导体(ASX)$ &nbsp;</a>‌3% •‌<a href=\"https://ttm.financial/S/FN\">$Fabrinet(FN)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/AMKR\">$艾马克技术公司(AMKR)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/CSCO\">$思科(CSCO)$ &nbsp;</a>‌","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌<a href=\"https://ttm.financial/S/TSM\">$台积电(TSM)$ &nbsp;</a>‌37% •‌<a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$ &nbsp;</a>‌27% •‌<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$ &nbsp;</a>‌14% •‌<a href=\"https://ttm.financial/S/TER\">$泰瑞达(TER)$ &nbsp;</a>‌8% •‌<a href=\"https://ttm.financial/S/ASX\">$日月光半导体(ASX)$ &nbsp;</a>‌3% •‌<a href=\"https://ttm.financial/S/FN\">$Fabrinet(FN)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/AMKR\">$艾马克技术公司(AMKR)$ &nbsp;</a>‌1% •‌<a href=\"https://ttm.financial/S/CSCO\">$思科(CSCO)$ &nbsp;</a>‌","text":"‌$英伟达(NVDA)$ ‌AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: •‌$台积电(TSM)$ ‌37% •‌$SK海力士(SKHY)$ ‌27% •‌$美光科技(MU)$ ‌14% •‌$泰瑞达(TER)$ ‌8% •‌$日月光半导体(ASX)$ ‌3% •‌$Fabrinet(FN)$ ‌1% •‌$艾马克技术公司(AMKR)$ ‌1% •‌$思科(CSCO)$ ‌","images":[{"img":"https://community-static.tradeup.com/news/21f1d9393454c46271839b7a0a1730e7"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":136,"commentSize":5,"repostSize":449,"link":"https://ttm.financial/post/600958866530656","isVote":1,"tweetType":1,"viewCount":9940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000521","authorId":"9000000000000521","name":"KittyBruno","avatar":"https://static.tigerbbs.com/55e526bf56359c8153d15df97d3245b8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000521","idStr":"9000000000000521"},"content":"TSM at 37% matters, but the bigger question is whether that exposure is already priced. Foundry multiples still look way less stretched than pure AI names.","text":"TSM at 37% matters, but the bigger question is whether that exposure is already priced. Foundry multiples still look way less stretched than pure AI names.","html":"TSM at 37% matters, but the bigger question is whether that exposure is already priced. Foundry multiples still look way less stretched than pure AI names."},{"author":{"id":"3479274778362153","authorId":"3479274778362153","name":"vibzee","avatar":"https://static.tigerbbs.com/ea77ccd21d5c1ea016a76d14eaff2fc2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274778362153","idStr":"3479274778362153"},"content":"HBM and test spend overtaking wafers is the real signal here, memory bandwidth and yield are deciding this race more than process now","text":"HBM and test spend overtaking wafers is the real signal here, memory bandwidth and yield are deciding this race more than process now","html":"HBM and test spend overtaking wafers is the real signal here, memory bandwidth and yield are deciding this race more than process now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601525060293000,"gmtCreate":1787893763130,"gmtModify":1787895478637,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242730566282812","idStr":"4242730566282812"},"themes":[],"title":"Building a position is not a one-day decision.","htmlText":"Long-term investing requires the patience to accept volatility and significant pullbacks along the way. On May 29, when‌<a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$ &nbsp;</a>‌was trading under pressure, we started a small position as an observation position. Instead of rushing in with full size, we gradually built exposure through a disciplined cash-secured PUT strategy, which brought our long-term cost basis down to around $100. Today, the position is already showing roughly 30% unrealized gains. But this strategy is not for everyone. This was designed for investors with larger capital who can tolerate volatility and hold through market cycles. For smaller accounts, I still prefer a more active approach — short-term and swing trading — to keep capital moving and create more fl","listText":"Long-term investing requires the patience to accept volatility and significant pullbacks along the way. On May 29, when‌<a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$ &nbsp;</a>‌was trading under pressure, we started a small position as an observation position. Instead of rushing in with full size, we gradually built exposure through a disciplined cash-secured PUT strategy, which brought our long-term cost basis down to around $100. Today, the position is already showing roughly 30% unrealized gains. But this strategy is not for everyone. This was designed for investors with larger capital who can tolerate volatility and hold through market cycles. For smaller accounts, I still prefer a more active approach — short-term and swing trading — to keep capital moving and create more fl","text":"Long-term investing requires the patience to accept volatility and significant pullbacks along the way. On May 29, when‌$ServiceNow(NOW)$ ‌was trading under pressure, we started a small position as an observation position. Instead of rushing in with full size, we gradually built exposure through a disciplined cash-secured PUT strategy, which brought our long-term cost basis down to around $100. Today, the position is already showing roughly 30% unrealized gains. But this strategy is not for everyone. This was designed for investors with larger capital who can tolerate volatility and hold through market cycles. For smaller accounts, I still prefer a more active approach — short-term and swing trading — to keep capital moving and create more fl","images":[{"img":"https://community-static.tradeup.com/news/5af32fe131553be618b251c6622e7e4b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601525060293000","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603526529495248,"gmtCreate":1788374940204,"gmtModify":1788374943131,"author":{"id":"4115814731334172","authorId":"4115814731334172","name":"Samual Poh chee how","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115814731334172","idStr":"4115814731334172"},"themes":[],"title":"","htmlText":"Argentina ,&nbsp;France, Germany and Italy","listText":"Argentina ,&nbsp;France, Germany and Italy","text":"Argentina , France, Germany and Italy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603526529495248","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601312725922280,"gmtCreate":1787841845173,"gmtModify":1787841850479,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242730566282812","idStr":"4242730566282812"},"themes":[],"title":"All My Trading Plans Are Shared Here on X","htmlText":"All of my trading plans and market insights are published here on X. I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming.&nbsp; X：@thequeennnz","listText":"All of my trading plans and market insights are published here on X. I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming.&nbsp; X：@thequeennnz","text":"All of my trading plans and market insights are published here on X. I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming. X：@thequeennnz","images":[{"img":"https://community-static.tradeup.com/news/0c5e7d4c6cbd9546b3687124536062fe"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/601312725922280","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601313812378616,"gmtCreate":1787842117309,"gmtModify":1787842122226,"author":{"id":"4242730566282812","authorId":"4242730566282812","name":"Stock Market Pioneer","avatar":"https://community-static.tradeup.com/news/bff36df0abe0f15d5ec8cd1e24cd2d00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242730566282812","idStr":"4242730566282812"},"themes":[],"title":"$ASTS | A Small Wording Change, But Worth Watching","htmlText":"‌<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ &nbsp;</a>‌: One small wording change caught my attention this morning. On the August 10 investor deck, AST said BlueBirds 14, 15 &amp; 16 were \"ready to ship shortly\". Today’s update says BB14 is complete, while BB15 &amp; BB16 are \"nearing completion\". I wonder if the change reflects last minute tweaks or customer requested upgrades, rather than a delay.","listText":"‌<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ &nbsp;</a>‌: One small wording change caught my attention this morning. On the August 10 investor deck, AST said BlueBirds 14, 15 &amp; 16 were \"ready to ship shortly\". Today’s update says BB14 is complete, while BB15 &amp; BB16 are \"nearing completion\". I wonder if the change reflects last minute tweaks or customer requested upgrades, rather than a delay.","text":"‌$AST SpaceMobile, Inc.(ASTS)$ ‌: One small wording change caught my attention this morning. On the August 10 investor deck, AST said BlueBirds 14, 15 & 16 were \"ready to ship shortly\". Today’s update says BB14 is complete, while BB15 & BB16 are \"nearing completion\". I wonder if the change reflects last minute tweaks or customer requested upgrades, rather than a delay.","images":[{"img":"https://community-static.tradeup.com/news/692a115cc96235dd66c0befb50c6004f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601313812378616","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":590886162326096,"gmtCreate":1785255974661,"gmtModify":1785258735718,"author":{"id":"4240733816868442","authorId":"4240733816868442","name":"kaz trader","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240733816868442","idStr":"4240733816868442"},"themes":[],"title":"","htmlText":"$Amazon.com(AMZN)$ even if Elon is wasting our hard earned money we paid for his SPACE X by seeing what happens when U slam a rocket lauched a month ago into the moon in a month's time all to amuse himself as he has lost the lust for life having done everything worth doing 10 times already, anyway don't lose faith in the momentary trillionaire as this would happen to all meer mortals to achieve what he has , I say this because of everyones lack of confidence for the (little less of late) miraculous company that holds the name of the one true adversary of almighty false claimer Tomas Ederson. My former reluctance to stay positive has been revitalised and replaced with the optimism of a ..... Well something or someone that's sure of himself and I will soon explain ..................Everyone,","listText":"$Amazon.com(AMZN)$ even if Elon is wasting our hard earned money we paid for his SPACE X by seeing what happens when U slam a rocket lauched a month ago into the moon in a month's time all to amuse himself as he has lost the lust for life having done everything worth doing 10 times already, anyway don't lose faith in the momentary trillionaire as this would happen to all meer mortals to achieve what he has , I say this because of everyones lack of confidence for the (little less of late) miraculous company that holds the name of the one true adversary of almighty false claimer Tomas Ederson. My former reluctance to stay positive has been revitalised and replaced with the optimism of a ..... Well something or someone that's sure of himself and I will soon explain ..................Everyone,","text":"$Amazon.com(AMZN)$ even if Elon is wasting our hard earned money we paid for his SPACE X by seeing what happens when U slam a rocket lauched a month ago into the moon in a month's time all to amuse himself as he has lost the lust for life having done everything worth doing 10 times already, anyway don't lose faith in the momentary trillionaire as this would happen to all meer mortals to achieve what he has , I say this because of everyones lack of confidence for the (little less of late) miraculous company that holds the name of the one true adversary of almighty false claimer Tomas Ederson. My former reluctance to stay positive has been revitalised and replaced with the optimism of a ..... Well something or someone that's sure of himself and I will soon explain ..................Everyone,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590886162326096","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":573379534254160,"gmtCreate":1781015393432,"gmtModify":1781019600049,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106547232749330","idStr":"4106547232749330"},"themes":[],"title":"$50 Billion in Bets! Is the World Cup “Curse” Real?","htmlText":"The World Cup kicks off on June 11, and every time it comes around, someone digs up that old “curse” chart: over the past eight World Cups, the Nasdaq fell during five of them, with an average return of -1.2%. The measurement window is from the close before the opening match to the close of the first trading day after the final <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> - 1994, United States: -1.7% - 1998, France: +9.2% - 2002, Korea/Japan: -13.1% - 2006, Germany: -1.3% - 2010, South Africa: -0.9% - 2014, Brazil: +2.5% - 2018, Russia: +1.4% - 2022, Qatar: -5.4% So it’s 5 down, 3 up. More red than green. But once you look at the backdrop, the story is obvious: 2002 was still dealing with the aftermath of the dot-com bust, 2022 was hit by the Fed’s aggressive","listText":"The World Cup kicks off on June 11, and every time it comes around, someone digs up that old “curse” chart: over the past eight World Cups, the Nasdaq fell during five of them, with an average return of -1.2%. The measurement window is from the close before the opening match to the close of the first trading day after the final <a target=\"_blank\" href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> - 1994, United States: -1.7% - 1998, France: +9.2% - 2002, Korea/Japan: -13.1% - 2006, Germany: -1.3% - 2010, South Africa: -0.9% - 2014, Brazil: +2.5% - 2018, Russia: +1.4% - 2022, Qatar: -5.4% So it’s 5 down, 3 up. More red than green. But once you look at the backdrop, the story is obvious: 2002 was still dealing with the aftermath of the dot-com bust, 2022 was hit by the Fed’s aggressive","text":"The World Cup kicks off on June 11, and every time it comes around, someone digs up that old “curse” chart: over the past eight World Cups, the Nasdaq fell during five of them, with an average return of -1.2%. The measurement window is from the close before the opening match to the close of the first trading day after the final $NASDAQ(.IXIC)$ - 1994, United States: -1.7% - 1998, France: +9.2% - 2002, Korea/Japan: -13.1% - 2006, Germany: -1.3% - 2010, South Africa: -0.9% - 2014, Brazil: +2.5% - 2018, Russia: +1.4% - 2022, Qatar: -5.4% So it’s 5 down, 3 up. More red than green. But once you look at the backdrop, the story is obvious: 2002 was still dealing with the aftermath of the dot-com bust, 2022 was hit by the Fed’s aggressive","images":[{"img":"https://community-static.tradeup.com/news/6ae7343ba19286f1e4969c79af4a0056"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1539,"commentSize":27,"repostSize":66,"link":"https://ttm.financial/post/573379534254160","isVote":1,"tweetType":1,"viewCount":8773,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"🌟World Cup Fever is here with the first match kicking off on June 11. So is the World Cup Curse real? Actually it is simply a case where everyone is distracted by the games & divert their attention away from the stock markets. Football is a magnificent distraction but the cost of capital is the true driver with US 10 year Treasury yield climbing back to 4.45%. When investors can lock in high guaranteed return from the US bonds, they naturally trim their exposure to stocks. I believe the biggest winner would be $Alphabet(GOOG)$ for no matter which country wins the trophy, billions of fans globally will spend the next month continuously flooding into YouTube and Google Search to stream match highlights, watch live recaps and consume digital media. Google captures a direct advertising fee on every single eyeball, charging premium rates to place ads in front of the world's most captive audience. Let the World Cup begin & see how high Google can fly! @Tiger_SG @Tiger_comments","text":"🌟World Cup Fever is here with the first match kicking off on June 11. So is the World Cup Curse real? Actually it is simply a case where everyone is distracted by the games & divert their attention away from the stock markets. Football is a magnificent distraction but the cost of capital is the true driver with US 10 year Treasury yield climbing back to 4.45%. When investors can lock in high guaranteed return from the US bonds, they naturally trim their exposure to stocks. I believe the biggest winner would be $Alphabet(GOOG)$ for no matter which country wins the trophy, billions of fans globally will spend the next month continuously flooding into YouTube and Google Search to stream match highlights, watch live recaps and consume digital media. Google captures a direct advertising fee on every single eyeball, charging premium rates to place ads in front of the world's most captive audience. Let the World Cup begin & see how high Google can fly! @Tiger_SG @Tiger_comments","html":"🌟World Cup Fever is here with the first match kicking off on June 11. So is the World Cup Curse real? Actually it is simply a case where everyone is distracted by the games & divert their attention away from the stock markets. Football is a magnificent distraction but the cost of capital is the true driver with US 10 year Treasury yield climbing back to 4.45%. When investors can lock in high guaranteed return from the US bonds, they naturally trim their exposure to stocks. I believe the biggest winner would be $Alphabet(GOOG)$ for no matter which country wins the trophy, billions of fans globally will spend the next month continuously flooding into YouTube and Google Search to stream match highlights, watch live recaps and consume digital media. Google captures a direct advertising fee on every single eyeball, charging premium rates to place ads in front of the world's most captive audience. Let the World Cup begin & see how high Google can fly! @Tiger_SG @Tiger_comments"},{"author":{"id":"4172792741802032","authorId":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172792741802032","idStr":"4172792741802032"},"content":"1. World Cup increases economic activities due to government investment 2. World Cup investment increases economic activities in infrastructure and crowds out other activities 3.my biggest winner is investment in the USA World Cup","text":"1. World Cup increases economic activities due to government investment 2. World Cup investment increases economic activities in infrastructure and crowds out other activities 3.my biggest winner is investment in the USA World Cup","html":"1. World Cup increases economic activities due to government investment 2. World Cup investment increases economic activities in infrastructure and crowds out other activities 3.my biggest winner is investment in the USA World Cup"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":573542828483576,"gmtCreate":1781055435063,"gmtModify":1781083793520,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4147681045299222","idStr":"4147681045299222"},"themes":[],"title":"$50 Billion in Bets, $41 Billion in GDP. Who Actually Wins From the World Cup?","htmlText":"The World Cup \"curse\" is real. But it is probably not what you think it is. The data is clear. Over past World Cup tournaments, trading volume in major stock indexes during knockout rounds fell dramatically. In the US, shares changing hands on the S&amp;P 500 dropped more than 18% during match periods. The FTSE 100 saw a nearly 23% decline. Germany's DAX fell 33%. Markets do not crash during the World Cup. They just go quiet. And thin markets amplify volatility in both directions. The 2026 FIFA World Cup kicks off June 11 with France leading implied tournament probability at 16.2%, narrowly ahead of Spain at 16.0%, Portugal at 11.3%, and England at 10.9%. Argentina, the defending champion, sits at 8.8%. Brazil at 8.3%. But forget the football predictions. Here is where the real money moves","listText":"The World Cup \"curse\" is real. But it is probably not what you think it is. The data is clear. Over past World Cup tournaments, trading volume in major stock indexes during knockout rounds fell dramatically. In the US, shares changing hands on the S&amp;P 500 dropped more than 18% during match periods. The FTSE 100 saw a nearly 23% decline. Germany's DAX fell 33%. Markets do not crash during the World Cup. They just go quiet. And thin markets amplify volatility in both directions. The 2026 FIFA World Cup kicks off June 11 with France leading implied tournament probability at 16.2%, narrowly ahead of Spain at 16.0%, Portugal at 11.3%, and England at 10.9%. Argentina, the defending champion, sits at 8.8%. Brazil at 8.3%. But forget the football predictions. Here is where the real money moves","text":"The World Cup \"curse\" is real. But it is probably not what you think it is. The data is clear. Over past World Cup tournaments, trading volume in major stock indexes during knockout rounds fell dramatically. In the US, shares changing hands on the S&P 500 dropped more than 18% during match periods. The FTSE 100 saw a nearly 23% decline. Germany's DAX fell 33%. Markets do not crash during the World Cup. They just go quiet. And thin markets amplify volatility in both directions. The 2026 FIFA World Cup kicks off June 11 with France leading implied tournament probability at 16.2%, narrowly ahead of Spain at 16.0%, Portugal at 11.3%, and England at 10.9%. Argentina, the defending champion, sits at 8.8%. Brazil at 8.3%. But forget the football predictions. Here is where the real money moves","images":[{"img":"https://community-static.tradeup.com/news/6948aac5f49edc3963e9be4f5ab15f8c","width":"1080","height":"671"},{"img":"https://community-static.tradeup.com/news/899640926186540f8f9cf8bf8999f64a","width":"1079","height":"777"},{"img":"https://community-static.tradeup.com/news/899640926186540f8f9cf8bf8999f64a","width":"1079","height":"777"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":11,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/573542828483576","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":574388801982584,"gmtCreate":1781261722662,"gmtModify":1781316000081,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106547232749330","idStr":"4106547232749330"},"themes":[],"title":"World Cup Event: Which Team Are You Betting On?","htmlText":"The 2026 World Cup kicks off — the biggest ever. 48 teams, 104 matches, co-hosted by the U.S., Canada and Mexico, running June 11 to July 19. It's also shaping up as one of the largest sports-betting events in history, with global wagers projected near $50 billion. Let's be honest: people who trade stocks usually love a flutter too. Buying a stock is a bet on fundamentals; backing a World Cup team is a bet on form and heart. Underneath, it's the same game — probability, odds, and emotion. First, the bad news for the home crowd. No Southeast Asian team made it this time. Indonesia got the closest it ever has in qualifying and still came up short, and Thailand, Vietnam, Malaysia, the Philippines and Singapore never got near. Asia's flag is carried by 9 AFC teams instead: Japan, South Korea,","listText":"The 2026 World Cup kicks off — the biggest ever. 48 teams, 104 matches, co-hosted by the U.S., Canada and Mexico, running June 11 to July 19. It's also shaping up as one of the largest sports-betting events in history, with global wagers projected near $50 billion. Let's be honest: people who trade stocks usually love a flutter too. Buying a stock is a bet on fundamentals; backing a World Cup team is a bet on form and heart. Underneath, it's the same game — probability, odds, and emotion. First, the bad news for the home crowd. No Southeast Asian team made it this time. Indonesia got the closest it ever has in qualifying and still came up short, and Thailand, Vietnam, Malaysia, the Philippines and Singapore never got near. Asia's flag is carried by 9 AFC teams instead: Japan, South Korea,","text":"The 2026 World Cup kicks off — the biggest ever. 48 teams, 104 matches, co-hosted by the U.S., Canada and Mexico, running June 11 to July 19. It's also shaping up as one of the largest sports-betting events in history, with global wagers projected near $50 billion. Let's be honest: people who trade stocks usually love a flutter too. Buying a stock is a bet on fundamentals; backing a World Cup team is a bet on form and heart. Underneath, it's the same game — probability, odds, and emotion. First, the bad news for the home crowd. No Southeast Asian team made it this time. Indonesia got the closest it ever has in qualifying and still came up short, and Thailand, Vietnam, Malaysia, the Philippines and Singapore never got near. Asia's flag is carried by 9 AFC teams instead: Japan, South Korea,","images":[{"img":"https://community-static.tradeup.com/news/341bc90c238925fb2622d8d7f59cf21e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":251,"commentSize":51,"repostSize":4,"link":"https://ttm.financial/post/574388801982584","isVote":1,"tweetType":1,"viewCount":6542,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"🌟🌟🌟World Cup Fever is here. It will be sleepless nights watching my favourite teams play their best. I believe that France will hoist the trophy. It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe. His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye. Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: $Flutter Entertainment PLC(FLUT)$ & $DraftKings Inc.(DKNG)$ . Flutter has the edge over Draft Kings as Flutter is a global empire. They own FanFuel in the US, PaddyPower & Skybet in the UK & Sportsbet in Australia. This means that Flutter is insulated from any single country's regulatory shift. DraftKings is a North American pure play. If US sports betting growth slows down, it will feel the pain. May Team France Win!🇫🇷🇫🇷😍😍 @Tiger_SG @Tiger_comments @TigerStars","text":"🌟🌟🌟World Cup Fever is here. It will be sleepless nights watching my favourite teams play their best. I believe that France will hoist the trophy. It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe. His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye. Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: $Flutter Entertainment PLC(FLUT)$ & $DraftKings Inc.(DKNG)$ . Flutter has the edge over Draft Kings as Flutter is a global empire. They own FanFuel in the US, PaddyPower & Skybet in the UK & Sportsbet in Australia. This means that Flutter is insulated from any single country's regulatory shift. DraftKings is a North American pure play. If US sports betting growth slows down, it will feel the pain. May Team France Win!🇫🇷🇫🇷😍😍 @Tiger_SG @Tiger_comments @TigerStars","html":"🌟🌟🌟World Cup Fever is here. It will be sleepless nights watching my favourite teams play their best. I believe that France will hoist the trophy. It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe. His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye. Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: $Flutter Entertainment PLC(FLUT)$ & $DraftKings Inc.(DKNG)$ . Flutter has the edge over Draft Kings as Flutter is a global empire. They own FanFuel in the US, PaddyPower & Skybet in the UK & Sportsbet in Australia. This means that Flutter is insulated from any single country's regulatory shift. DraftKings is a North American pure play. If US sports betting growth slows down, it will feel the pain. May Team France Win!🇫🇷🇫🇷😍😍 @Tiger_SG @Tiger_comments @TigerStars"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I'm backing Brazil. They always seem to have world-class attacking talent, and I think they have a real chance to go all the way this year. Tournament football often comes down to big moments, and Brazil has plenty of players who can deliver them. Plus, it feels like they're due for another World Cup title. Their mix of flair, experience, and squad depth makes them hard to ignore. On the investing side, I like betting stocks such as DraftKings and Flutter during major events like the World Cup. They don't need to predict the winner — they just benefit from all the excitement and betting activity. As for the games, I won't be watching every match at 3am, but if Brazil makes a deep run, I'll definitely be setting a few alarms! 🇧🇷⚽ @TigerStars @Tiger_comments @TigerClub @Tiger_SG","text":"I'm backing Brazil. They always seem to have world-class attacking talent, and I think they have a real chance to go all the way this year. Tournament football often comes down to big moments, and Brazil has plenty of players who can deliver them. Plus, it feels like they're due for another World Cup title. Their mix of flair, experience, and squad depth makes them hard to ignore. On the investing side, I like betting stocks such as DraftKings and Flutter during major events like the World Cup. They don't need to predict the winner — they just benefit from all the excitement and betting activity. As for the games, I won't be watching every match at 3am, but if Brazil makes a deep run, I'll definitely be setting a few alarms! 🇧🇷⚽ @TigerStars @Tiger_comments @TigerClub @Tiger_SG","html":"I'm backing Brazil. They always seem to have world-class attacking talent, and I think they have a real chance to go all the way this year. Tournament football often comes down to big moments, and Brazil has plenty of players who can deliver them. Plus, it feels like they're due for another World Cup title. Their mix of flair, experience, and squad depth makes them hard to ignore. On the investing side, I like betting stocks such as DraftKings and Flutter during major events like the World Cup. They don't need to predict the winner — they just benefit from all the excitement and betting activity. As for the games, I won't be watching every match at 3am, but if Brazil makes a deep run, I'll definitely be setting a few alarms! 🇧🇷⚽ @TigerStars @Tiger_comments @TigerClub @Tiger_SG"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":574644161847568,"gmtCreate":1781302244090,"gmtModify":1781517397028,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟World Cup Fever is here.&nbsp; It will be sleepless nights watching my favourite teams play their best.&nbsp; I believe that France will hoist the trophy.&nbsp; It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe.&nbsp; His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye.&nbsp; Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: <a href=\"https://ttm.financial/S/FLUT\"> $Flutter Entertainment PLC(FLUT)$ </a>&amp; <a href=\"https://ttm.financial/S/DKNG\"> $DraftKings Inc.(DKNG)$ </a>.&nbsp; Flutter has the edge over Draft Kings as Flutter is a global empire.&nbsp; They own FanFuel in the US, PaddyPower &amp; Skybet in","listText":"🌟🌟🌟World Cup Fever is here.&nbsp; It will be sleepless nights watching my favourite teams play their best.&nbsp; I believe that France will hoist the trophy.&nbsp; It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe.&nbsp; His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye.&nbsp; Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: <a href=\"https://ttm.financial/S/FLUT\"> $Flutter Entertainment PLC(FLUT)$ </a>&amp; <a href=\"https://ttm.financial/S/DKNG\"> $DraftKings Inc.(DKNG)$ </a>.&nbsp; Flutter has the edge over Draft Kings as Flutter is a global empire.&nbsp; They own FanFuel in the US, PaddyPower &amp; Skybet in","text":"🌟🌟🌟World Cup Fever is here. It will be sleepless nights watching my favourite teams play their best. I believe that France will hoist the trophy. It was an absolute heartbreak last World Cup as they finished 2nd to Argentina. France has a great lineup with Captain Kylian Mbappe. His terrifying explosive acceleration allows him to slice through world class defensive lines in the blink of an eye. Allez Les Bleus! When it comes to betting the winners, 2 companies will benefit: $Flutter Entertainment PLC(FLUT)$ & $DraftKings Inc.(DKNG)$ . Flutter has the edge over Draft Kings as Flutter is a global empire. They own FanFuel in the US, PaddyPower & Skybet in","images":[{"img":"https://community-static.tradeup.com/news/1a5e2ce8ddaa8f6c822933f9214b40f3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":7,"repostSize":15,"link":"https://ttm.financial/post/574644161847568","isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😁 @DiAngel @Aqa @JC888 @Barcode @Shyon @SherniceXuan 2000","text":"Nice Sharing 😁 @DiAngel @Aqa @JC888 @Barcode @Shyon @SherniceXuan 2000","html":"Nice Sharing 😁 @DiAngel @Aqa @JC888 @Barcode @Shyon @SherniceXuan 2000"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575075525046632,"gmtCreate":1781407557843,"gmtModify":1781412211367,"author":{"id":"3581820976934736","authorId":"3581820976934736","name":"MilkTeaBro","avatar":"https://static.tigerbbs.com/4f96ac4963a3566e7f4d22e78cc23ef9","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581820976934736","idStr":"3581820976934736"},"themes":[],"title":"Hisense HA and World Cup","htmlText":"Hisense Home Appliances is a relatively boring, slow-growth company. While its dividend payments are stable, its stock price tends to fluctuate. I take advantage of this market volatility by trading the swings—buying when the dividend yield is high (stock price is low) and selling when the yield is low (stock price is high). The company also seems to benefit from major events like the World Cup. Notably, its main products are air conditioners, washing machines, and refrigerators; its TV business actually operates under a separate, financially independent listed entity. Because overseas markets account for over 50% of its revenue, Hisense is truly a global company. <a href=\"https://ttm.financial/S/00921\">$HISENSE HA(00921)$ </a>&nbsp;","listText":"Hisense Home Appliances is a relatively boring, slow-growth company. While its dividend payments are stable, its stock price tends to fluctuate. I take advantage of this market volatility by trading the swings—buying when the dividend yield is high (stock price is low) and selling when the yield is low (stock price is high). The company also seems to benefit from major events like the World Cup. Notably, its main products are air conditioners, washing machines, and refrigerators; its TV business actually operates under a separate, financially independent listed entity. Because overseas markets account for over 50% of its revenue, Hisense is truly a global company. <a href=\"https://ttm.financial/S/00921\">$HISENSE HA(00921)$ </a>&nbsp;","text":"Hisense Home Appliances is a relatively boring, slow-growth company. While its dividend payments are stable, its stock price tends to fluctuate. I take advantage of this market volatility by trading the swings—buying when the dividend yield is high (stock price is low) and selling when the yield is low (stock price is high). The company also seems to benefit from major events like the World Cup. Notably, its main products are air conditioners, washing machines, and refrigerators; its TV business actually operates under a separate, financially independent listed entity. Because overseas markets account for over 50% of its revenue, Hisense is truly a global company. $HISENSE HA(00921)$","images":[{"img":"https://community-static.tradeup.com/news/b4f7737638d0443e4ac8565366c3bc3e","width":"1080","height":"1519"},{"img":"https://community-static.tradeup.com/news/a8ee1ec604887302b5817db3fbb72e82","width":"1080","height":"2130"},{"img":"https://community-static.tradeup.com/news/b25c51ec86de1dcf04b6f3fe740700c9","width":"882","height":"1466"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/575075525046632","isVote":1,"tweetType":1,"viewCount":3637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":574906774757480,"gmtCreate":1781366465509,"gmtModify":1781404010684,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I'm backing Brazil. They always seem to have world-class attacking talent, and I think they have a real chance to go all the way this year. Tournament football often comes down to big moments, and Brazil has plenty of players who can deliver them. Plus, it feels like they're due for another World Cup title. Their mix of flair, experience, and squad depth makes them hard to ignore. On the investing side, I like betting stocks such as DraftKings and Flutter during major events like the World Cup. They don't need to predict the winner — they just benefit from all the excitement and betting activity. As for the games, I won't be watching every match at 3am, but if Brazil makes a deep run, I'll definitely be setting a few alarms! 🇧🇷⚽ <a href=\"https://ttm.financial/U/9000000000000149\"> @</a>","listText":"I'm backing Brazil. They always seem to have world-class attacking talent, and I think they have a real chance to go all the way this year. Tournament football often comes down to big moments, and Brazil has plenty of players who can deliver them. Plus, it feels like they're due for another World Cup title. Their mix of flair, experience, and squad depth makes them hard to ignore. On the investing side, I like betting stocks such as DraftKings and Flutter during major events like the World Cup. They don't need to predict the winner — they just benefit from all the excitement and betting activity. As for the games, I won't be watching every match at 3am, but if Brazil makes a deep run, I'll definitely be setting a few alarms! 🇧🇷⚽ <a href=\"https://ttm.financial/U/9000000000000149\"> @</a>","text":"I'm backing Brazil. They always seem to have world-class attacking talent, and I think they have a real chance to go all the way this year. Tournament football often comes down to big moments, and Brazil has plenty of players who can deliver them. Plus, it feels like they're due for another World Cup title. Their mix of flair, experience, and squad depth makes them hard to ignore. On the investing side, I like betting stocks such as DraftKings and Flutter during major events like the World Cup. They don't need to predict the winner — they just benefit from all the excitement and betting activity. As for the games, I won't be watching every match at 3am, but if Brazil makes a deep run, I'll definitely be setting a few alarms! 🇧🇷⚽ @","images":[{"img":"https://community-static.tradeup.com/news/f86bfdd351f3b629c0f2419af56bfeea"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":7,"link":"https://ttm.financial/post/574906774757480","isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113116245440282","authorId":"4113116245440282","name":"IWanttowinJacpot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4113116245440282","idStr":"4113116245440282"},"content":"Buy LASE. NVIDIA is investing in LASE. This stock will go to $10. Buy some today and never regret it. Catch it early. Laser Photonics (LASE) stock jumped 22% on a data center order. An NVIDIA partnership could be on the way.","text":"Buy LASE. NVIDIA is investing in LASE. This stock will go to $10. Buy some today and never regret it. Catch it early. Laser Photonics (LASE) stock jumped 22% on a data center order. An NVIDIA partnership could be on the way.","html":"Buy LASE. NVIDIA is investing in LASE. This stock will go to $10. Buy some today and never regret it. Catch it early. Laser Photonics (LASE) stock jumped 22% on a data center order. An NVIDIA partnership could be on the way."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":573482484446928,"gmtCreate":1781040606227,"gmtModify":1781041481788,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟World Cup Fever is here with the first match kicking off on June 11.&nbsp; So is the World Cup Curse real?&nbsp; Actually it is simply a case where everyone is distracted by the games &amp; divert their attention away from the stock markets. Football is a magnificent distraction but the cost of capital is the true driver with US 10 year Treasury yield climbing back to 4.45%.&nbsp; When investors can lock in high guaranteed return from the US bonds, they naturally trim their exposure to stocks. I believe the biggest winner would be <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>for no matter which country wins the trophy, billions of fans globally will spend the next month continuously flooding into YouTube and Google Search to stream match highlights, watch live recaps and","listText":"🌟World Cup Fever is here with the first match kicking off on June 11.&nbsp; So is the World Cup Curse real?&nbsp; Actually it is simply a case where everyone is distracted by the games &amp; divert their attention away from the stock markets. Football is a magnificent distraction but the cost of capital is the true driver with US 10 year Treasury yield climbing back to 4.45%.&nbsp; When investors can lock in high guaranteed return from the US bonds, they naturally trim their exposure to stocks. I believe the biggest winner would be <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>for no matter which country wins the trophy, billions of fans globally will spend the next month continuously flooding into YouTube and Google Search to stream match highlights, watch live recaps and","text":"🌟World Cup Fever is here with the first match kicking off on June 11. So is the World Cup Curse real? Actually it is simply a case where everyone is distracted by the games & divert their attention away from the stock markets. Football is a magnificent distraction but the cost of capital is the true driver with US 10 year Treasury yield climbing back to 4.45%. When investors can lock in high guaranteed return from the US bonds, they naturally trim their exposure to stocks. I believe the biggest winner would be $Alphabet(GOOG)$ for no matter which country wins the trophy, billions of fans globally will spend the next month continuously flooding into YouTube and Google Search to stream match highlights, watch live recaps and","images":[{"img":"https://community-static.tradeup.com/news/6501f9a454fbe02b286701d84c072763"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":6,"repostSize":22,"link":"https://ttm.financial/post/573482484446928","isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":573381221875976,"gmtCreate":1781015974108,"gmtModify":1781084067107,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I don’t really believe in the World Cup curse. Looking at the past tournaments, the market performance was driven much more by macro conditions than football. The dot-com crash, Fed rate hikes, and earnings cycles mattered far more than what was happening on the pitch. Correlation doesn’t always mean causation. What I do think is real is the impact on liquidity. With matches being played during U.S. trading hours this year, I wouldn’t be surprised to see lighter volumes and more short-term volatility. Traders are fans too, and attention is a limited resource. My biggest winner is still the sports betting ecosystem. The World Cup is a massive customer-acquisition event, and companies like DraftKings, Flutter, Sportradar, and Genius Sports could see a surge in engagement. That said, I’m als","listText":"I don’t really believe in the World Cup curse. Looking at the past tournaments, the market performance was driven much more by macro conditions than football. The dot-com crash, Fed rate hikes, and earnings cycles mattered far more than what was happening on the pitch. Correlation doesn’t always mean causation. What I do think is real is the impact on liquidity. With matches being played during U.S. trading hours this year, I wouldn’t be surprised to see lighter volumes and more short-term volatility. Traders are fans too, and attention is a limited resource. My biggest winner is still the sports betting ecosystem. The World Cup is a massive customer-acquisition event, and companies like DraftKings, Flutter, Sportradar, and Genius Sports could see a surge in engagement. That said, I’m als","text":"I don’t really believe in the World Cup curse. Looking at the past tournaments, the market performance was driven much more by macro conditions than football. The dot-com crash, Fed rate hikes, and earnings cycles mattered far more than what was happening on the pitch. Correlation doesn’t always mean causation. What I do think is real is the impact on liquidity. With matches being played during U.S. trading hours this year, I wouldn’t be surprised to see lighter volumes and more short-term volatility. Traders are fans too, and attention is a limited resource. My biggest winner is still the sports betting ecosystem. The World Cup is a massive customer-acquisition event, and companies like DraftKings, Flutter, Sportradar, and Genius Sports could see a surge in engagement. That said, I’m als","images":[{"img":"https://community-static.tradeup.com/news/208d2b162d64d3da9a7ddaf63d0cc737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/573381221875976","isVote":1,"tweetType":1,"viewCount":2206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":573962097403592,"gmtCreate":1781135763258,"gmtModify":1781137431170,"author":{"id":"4239635528711972","authorId":"4239635528711972","name":"Tiger Vv","avatar":"https://community-static.tradeup.com/news/37310b8daa6931b70a318ac0e538107e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239635528711972","idStr":"4239635528711972"},"themes":[],"title":"","htmlText":"$DKNG $ABNB $BKNG The real winner of the 2026 World Cup may not be the team lifting the trophy, but the companies benefiting from the event. With an estimated $50 billion in global wagers and millions of fans travelling across the U.S., Canada and Mexico, I see potential tailwinds for: ✅ DraftKings – Sports betting activity ✅ Airbnb – Accommodation demand ✅ Booking Holdings – Travel bookings As for the Nasdaq “World Cup Curse”, I think it’s more correlation than causation. Eight tournaments are not enough data points to build an investment strategy around. I’m staying focused on fundamentals and using any volatility as an opportunity to accumulate quality companies. Which stock do you think benefits the most from the 2026 World Cup?","listText":"$DKNG $ABNB $BKNG The real winner of the 2026 World Cup may not be the team lifting the trophy, but the companies benefiting from the event. With an estimated $50 billion in global wagers and millions of fans travelling across the U.S., Canada and Mexico, I see potential tailwinds for: ✅ DraftKings – Sports betting activity ✅ Airbnb – Accommodation demand ✅ Booking Holdings – Travel bookings As for the Nasdaq “World Cup Curse”, I think it’s more correlation than causation. Eight tournaments are not enough data points to build an investment strategy around. I’m staying focused on fundamentals and using any volatility as an opportunity to accumulate quality companies. Which stock do you think benefits the most from the 2026 World Cup?","text":"$DKNG $ABNB $BKNG The real winner of the 2026 World Cup may not be the team lifting the trophy, but the companies benefiting from the event. With an estimated $50 billion in global wagers and millions of fans travelling across the U.S., Canada and Mexico, I see potential tailwinds for: ✅ DraftKings – Sports betting activity ✅ Airbnb – Accommodation demand ✅ Booking Holdings – Travel bookings As for the Nasdaq “World Cup Curse”, I think it’s more correlation than causation. Eight tournaments are not enough data points to build an investment strategy around. I’m staying focused on fundamentals and using any volatility as an opportunity to accumulate quality companies. Which stock do you think benefits the most from the 2026 World Cup?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/573962097403592","isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":573381083193904,"gmtCreate":1781015941999,"gmtModify":1781016993047,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I don't put much weight on the \"World Cup curse.\" Football can affect short-term investor sentiment, especially after major wins or losses, but markets are ultimately driven by earnings, interest rates, inflation, liquidity, and economic growth. A national team crashing out might cause a brief dip in local stocks, but it is usually a sentiment effect rather than a fundamental one. The impact tends to be small and temporary. For the current market, I think macro matters far more than football: • Fed rate expectations • AI spending cycle • Corporate earnings • Geopolitical risks • Global liquidity Biggest winner? Usually not the winning country's stock market. I'd look at sectors that directly benefit from the tournament: broadcasters, advertisers, travel, hospitality, sportswear, and betti","listText":"I don't put much weight on the \"World Cup curse.\" Football can affect short-term investor sentiment, especially after major wins or losses, but markets are ultimately driven by earnings, interest rates, inflation, liquidity, and economic growth. A national team crashing out might cause a brief dip in local stocks, but it is usually a sentiment effect rather than a fundamental one. The impact tends to be small and temporary. For the current market, I think macro matters far more than football: • Fed rate expectations • AI spending cycle • Corporate earnings • Geopolitical risks • Global liquidity Biggest winner? Usually not the winning country's stock market. I'd look at sectors that directly benefit from the tournament: broadcasters, advertisers, travel, hospitality, sportswear, and betti","text":"I don't put much weight on the \"World Cup curse.\" Football can affect short-term investor sentiment, especially after major wins or losses, but markets are ultimately driven by earnings, interest rates, inflation, liquidity, and economic growth. A national team crashing out might cause a brief dip in local stocks, but it is usually a sentiment effect rather than a fundamental one. The impact tends to be small and temporary. For the current market, I think macro matters far more than football: • Fed rate expectations • AI spending cycle • Corporate earnings • Geopolitical risks • Global liquidity Biggest winner? Usually not the winning country's stock market. I'd look at sectors that directly benefit from the tournament: broadcasters, advertisers, travel, hospitality, sportswear, and betti","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/573381083193904","isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574813606737432,"gmtCreate":1781343750945,"gmtModify":1781347855699,"author":{"id":"3581585579569862","authorId":"3581585579569862","name":"deal2deal","avatar":"https://community-static.tradeup.com/news/607f6298ac9b66df9d46f0b9ab487f4b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581585579569862","idStr":"3581585579569862"},"themes":[],"title":"","htmlText":"I’m going with Spain on this one. Too balanced, too controlled, and in a tournament like this, that usually beats pure chaos. France is the danger as always, but Spain just feels like they’ve got fewer weak links this cycle. For the “bet on the chaos” angle, I’d lean into the volatility plays rather than the outcome itself $DraftKings Inc.(DKNG)$ and $Flutter Entertainment PLC(FLUT)$ tend to benefit no matter who lifts the trophy, since it’s more about volume than predicting winners. As for the 3am alarm… I’ll say yes now, and regret it during the group stage when the third “must watch” match kicks off at 2:45am 😅","listText":"I’m going with Spain on this one. Too balanced, too controlled, and in a tournament like this, that usually beats pure chaos. France is the danger as always, but Spain just feels like they’ve got fewer weak links this cycle. For the “bet on the chaos” angle, I’d lean into the volatility plays rather than the outcome itself $DraftKings Inc.(DKNG)$ and $Flutter Entertainment PLC(FLUT)$ tend to benefit no matter who lifts the trophy, since it’s more about volume than predicting winners. As for the 3am alarm… I’ll say yes now, and regret it during the group stage when the third “must watch” match kicks off at 2:45am 😅","text":"I’m going with Spain on this one. Too balanced, too controlled, and in a tournament like this, that usually beats pure chaos. France is the danger as always, but Spain just feels like they’ve got fewer weak links this cycle. For the “bet on the chaos” angle, I’d lean into the volatility plays rather than the outcome itself $DraftKings Inc.(DKNG)$ and $Flutter Entertainment PLC(FLUT)$ tend to benefit no matter who lifts the trophy, since it’s more about volume than predicting winners. As for the 3am alarm… I’ll say yes now, and regret it during the group stage when the third “must watch” match kicks off at 2:45am 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574813606737432","isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}