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JC888

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08-22 11:36

Replying to @moliya:Hi, tks for reading my post. Hope you like it. U knw US mkt consists of many different types of investors - including the one you mentioned. Then there's the type like Ms Cathie Wood, who buy into a stock and started singing praises to drive up buy-in, only to exit for profit. Welcome to America!//@moliya:padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price

@JC888:US market 'maybe' crash & investor Plan B ?

08-22 11:31

Replying to @1PC:Hi, tks for reading my post and your unwavering support as always. Thanks//@1PC:Nice Sharing 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000

@JC888:US market 'maybe' crash & investor Plan B ?

08-22 11:30

On Friday when US market closed on a high of between +0.43% (S&P 500) and +0.98% (DJIA), $Micron Technology(MU)$ fell instead. By the time 4pm came around, MU fell by - 0.77%, ending the week at $966.77 per share, still above it's technical indicator of Simple Moving Averages of 20-day, 50-day and 200-day. A relief for all investors for sure. Afterall it's more than $960 per share... Agree?

@JC888:NVDA to cut short MU memory boom ?

08-22 00:32

Is it too early to count your chicks before they are hatch ? US market seems to be doing just fine this Friday, exactly 3 hours into weekend trade. Every index is trending higher than 30mins after US market opened this morning. The "recovery-in-motion" boosted my gains. Stay that way please ! Yay !

@JC888:US market 'maybe' crash & investor Plan B ?

08-21 22:10

It's been 30mins since US's Friday market has opened for trading. And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this...

@JC888:US market 'maybe' crash & investor Plan B ?

08-21 21:32

With 2 mins to go before Friday trading begins, will MU end the week on a high ? Looking at Yahoo Finance pre-market pricing, it is a +1.55% gain. Will this persist till 4pm when US market ends the week ?

@JC888:NVDA to cut short MU memory boom ?

08-21 14:30

Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..

@JC888:US market 'maybe' crash & investor Plan B ?

08-21 13:50

Replying to @sjlangford:Hi, thank you very much for reading my post. So glad to know that you liked it. Tks for helping to Repost so more people will get to read about it. Thanks again.//@sjlangford:Great article, would you like to share it?

@JC888:NVDA to cut short MU memory boom ?

08-21 13:33

US market 'maybe' crash & investor Plan B ?

. Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2

US market 'maybe' crash & investor Plan B ?

08-21 12:30

With US market's heavy fallout on Thu - DJIA (-1.32%), S&P 500 (-0.87) & Nasdaq (-1.0%), $NVIDIA(NVDA)$ wasn't spared either. Luckily, its miniscule fall of -0.33% hardly caused a dent it its stock price, off its peak of $236.54 - spelling potential upside still ? Now we wait for 'patiently' its Q2 2026 quarterly earnings to help lift it back to its all time high ?

@JC888:NVDA to cut short MU memory boom ?

08-21 12:18

Replying to @daz999999999:Hi, tks for reading my post and sharing your views.//@daz999999999:$NVIDIA(NVDA)$ Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.16 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3

@JC888:NVDA to cut short MU memory boom ?

08-21 12:17

Replying to @Investing Leon:Hi, tks for reading my post and sharing your views. Will the advance in AI result in a macro issue of rising unemployment due to labour displacement because of a lack of AI skills? If not handled well, an economic downturn vicious cycle ensues?//@Investing Leon:The key risk is whether HBM despec is temporary or structural. For now, AI demand remains strong.

@JC888:NVDA to cut short MU memory boom ?

08-21 09:16

On Thu, despite Nasdaq closing - 1.0% lower by 4om, $Micron Technology(MU)$ bucked the trend and rose by +3.97%. As a result stock price has surpassed it's 50-day Simple Moving Average. Withat that all 3 SMAs of 20-day, 50-day & 200-day are exhibiting bullish momentum. The market (traders) have spoken loud and clear? Will there be a Friday adjustment?

@JC888:NVDA to cut short MU memory boom ?

08-21 02:32

On Thursday, US market cont'd to consolidate, due to: (a) Rising crude oil prices. (b) Rising US bond yields. (c) Weak quarterly earnings from Walmart (d) Escalating Middle East tension with Trump launching fresh round of economic sanctions on Iran. Surprisingly, MU bucked the trend and rose instead of trending downwards like the rest of Nasdaq stocks. (see attached) Is this clearly a sign of MU's resilience & demand or just another "entrapment" ?

@JC888:NVDA to cut short MU memory boom ?

08-21 02:25

On Thursday, US market pulls back due to: (a) climbing crude oil prices. (b) rising government bond yields. (c) disappointing Q2 results from retail giant Walmart - widely regarded a primary bellwether for overall health of US consumer economy, retail spending habits, & the real-world impact of macro pressures like inflation, fuel costs, & import tariffs. (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. GOOG did not escape unscathed, falling by -1.34% in intra day trading. With weekend Fri tomorrow, not buying yet. What about you ?

@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?

08-21 02:17

Almost everyday this week seems to be a better 'dip buying' day as US market continues to correct. Intra day's losses on Thursday is more severe than Wednesday. (see attach) Key reasons are due to (a) climbing crude oil prices & (b) rising government bond yields, -- compounded by (c) disappointing Q2 results from retail giant Walmart and (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. The man has to stop talking and stage a graceful exit no ?

@JC888:Cooling inflations, Time to buy the Dip ?

08-20 23:35

Replying to @HaroldAnderson:Hi, tks for reading my post and sharing your views. Still trying to figure out how many months is -"short term"? Reckoned it's easily 6 to 12 months or longer if LATEST version of HBM testing fails. Concur?//@HaroldAnderson:I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end

@JC888:NVDA to cut short MU memory boom ?

08-20 21:20

With 15mins to go before US market opens for Thursday, all composite futures indexes are wiping out the meagre gains made the day before. This dip rubs off on GOOG as well as the tech giant is set to fall by -0.44%, when trading commences soon. (see attached)

@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?

08-20 21:13

On Wednesday, US market managed to take a breather and recovered marginally. This has a rub off effect on GOOG as well. The stock rose by +0.12%, closing off Wednesday at $341.70 per share. Is Druckenmiller and Berkshire Hathaway right about GOOG ?

@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?

08-20 19:58

Replying to @Xiia:Hi, thanks for reading my post and sharing your views. While I concur with what you have said, MU's stock price has soared beyond its supposed baseline intrinsic value that is closer to $588, according to analysts' consensus. Will it be up to market to decide MU's fate ? I dunno, its a pretty close call.//@Xiia:I don't think MU's uptrend is done yet. HBM supply is still the real constraint, and NVDA tweaking memory configs doesn't suddenly fix industry capacity

@JC888:NVDA to cut short MU memory boom ?

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to <a href=\"https://ttm.financial/U/3552850525395609\">@moliya</a>:Hi, tks for reading my post. Hope you like it. U knw US&nbsp; mkt&nbsp; consists of many&nbsp; different types of investors - including the one you mentioned. Then there's the type like Ms Cathie Wood, who buy into a stock and started singing praises to drive up buy-in, only to exit for profit. Welcome to America!//<a href=\"https://ttm.financial/U/3552850525395609\">@moliya</a>:padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper&nbsp; price","listText":"Replying to <a href=\"https://ttm.financial/U/3552850525395609\">@moliya</a>:Hi, tks for reading my post. Hope you like it. U knw US&nbsp; mkt&nbsp; consists of many&nbsp; different types of investors - including the one you mentioned. Then there's the type like Ms Cathie Wood, who buy into a stock and started singing praises to drive up buy-in, only to exit for profit. Welcome to America!//<a href=\"https://ttm.financial/U/3552850525395609\">@moliya</a>:padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper&nbsp; price","text":"Replying to @moliya:Hi, tks for reading my post. Hope you like it. U knw US mkt consists of many different types of investors - including the one you mentioned. Then there's the type like Ms Cathie Wood, who buy into a stock and started singing praises to drive up buy-in, only to exit for profit. Welcome to America!//@moliya:padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599360128823816","repostId":"599034580570360","repostType":1,"repost":{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599358839226888,"gmtCreate":1787369489818,"gmtModify":1787369493091,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Hi, tks for reading my post and your unwavering support as always. Thanks//<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Nice Sharing 😁 <a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","listText":"Replying to <a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Hi, tks for reading my post and your unwavering support as always. Thanks//<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Nice Sharing 😁 <a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Replying to @1PC:Hi, tks for reading my post and your unwavering support as always. Thanks//@1PC:Nice Sharing 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599358839226888","repostId":"599034580570360","repostType":1,"repost":{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599358688740160,"gmtCreate":1787369454875,"gmtModify":1787369458624,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"On Friday when US market closed on a high of between +0.43% (S&amp;P 500) and +0.98% (DJIA), <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>fell instead. By the time 4pm came around, MU fell by - 0.77%, ending the week at $966.77 per share, still above it's technical indicator of Simple Moving Averages of 20-day, 50-day and 200-day. A relief for all investors for sure. Afterall it's more than $960 per share... Agree?","listText":"On Friday when US market closed on a high of between +0.43% (S&amp;P 500) and +0.98% (DJIA), <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>fell instead. By the time 4pm came around, MU fell by - 0.77%, ending the week at $966.77 per share, still above it's technical indicator of Simple Moving Averages of 20-day, 50-day and 200-day. A relief for all investors for sure. Afterall it's more than $960 per share... Agree?","text":"On Friday when US market closed on a high of between +0.43% (S&P 500) and +0.98% (DJIA), $Micron Technology(MU)$ fell instead. By the time 4pm came around, MU fell by - 0.77%, ending the week at $966.77 per share, still above it's technical indicator of Simple Moving Averages of 20-day, 50-day and 200-day. A relief for all investors for sure. Afterall it's more than $960 per share... Agree?","images":[{"img":"https://community-static.tradeup.com/news/694fcdb3eb5c01de24290a82cc065971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599358688740160","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599196394550424,"gmtCreate":1787329946379,"gmtModify":1787330069446,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Is it too early to count your chicks before they are hatch ?&nbsp; US market seems to be doing just fine this Friday, exactly 3 hours into weekend trade. Every index is trending higher than 30mins after US market opened this morning. The \"recovery-in-motion\" boosted my gains.&nbsp; Stay that way please ! Yay !","listText":"Is it too early to count your chicks before they are hatch ?&nbsp; US market seems to be doing just fine this Friday, exactly 3 hours into weekend trade. Every index is trending higher than 30mins after US market opened this morning. The \"recovery-in-motion\" boosted my gains.&nbsp; Stay that way please ! Yay !","text":"Is it too early to count your chicks before they are hatch ? US market seems to be doing just fine this Friday, exactly 3 hours into weekend trade. Every index is trending higher than 30mins after US market opened this morning. The \"recovery-in-motion\" boosted my gains. Stay that way please ! Yay !","images":[{"img":"https://community-static.tradeup.com/news/dcd83fd850da14f8a33c876bd8daac15"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599196394550424","repostId":"599034580570360","repostType":1,"repost":{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599169118527888,"gmtCreate":1787321446928,"gmtModify":1787324965428,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"It's been 30mins since US's Friday market has opened for trading.&nbsp; And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ?&nbsp; Let's keep our minds opened about this...","listText":"It's been 30mins since US's Friday market has opened for trading.&nbsp; And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ?&nbsp; Let's keep our minds opened about this...","text":"It's been 30mins since US's Friday market has opened for trading. And the 'good' news is stocks rose on Friday as investors tried to find their footing following a steep sell-off driven by rising Treasury yields. (see attached). Before we celebrate thought, US market remains on pace for a weekly decline due to earlier falls in the week. Still think US market is out of the woods ? Let's keep our minds opened about this...","images":[{"img":"https://community-static.tradeup.com/news/14c328dacd5e7ad0036a552edf2b0a74"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599169118527888","repostId":"599034580570360","repostType":1,"repost":{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599152243040504,"gmtCreate":1787319133932,"gmtModify":1787319136964,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"With 2 mins to go before Friday trading begins, will MU end the week on a high ?&nbsp; Looking at Yahoo Finance pre-market pricing, it is a +1.55% gain.&nbsp; Will this persist till 4pm when US market ends the week ?","listText":"With 2 mins to go before Friday trading begins, will MU end the week on a high ?&nbsp; Looking at Yahoo Finance pre-market pricing, it is a +1.55% gain.&nbsp; Will this persist till 4pm when US market ends the week ?","text":"With 2 mins to go before Friday trading begins, will MU end the week on a high ? Looking at Yahoo Finance pre-market pricing, it is a +1.55% gain. Will this persist till 4pm when US market ends the week ?","images":[{"img":"https://community-static.tradeup.com/news/590813c11cc6aa2c66f4d4adbd0eab1c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599152243040504","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599055976665704,"gmtCreate":1787293826820,"gmtModify":1787294825735,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me &amp; it enables more people to read about it ok. Thanks v much..","listText":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me &amp; it enables more people to read about it ok. Thanks v much..","text":"Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599055976665704","repostId":"599034580570360","repostType":1,"repost":{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599039035282936,"gmtCreate":1787291422487,"gmtModify":1787291425876,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/4247303888099102\">@sjlangford</a>:Hi, thank you very much for reading my post. So glad to know that you liked it.&nbsp; Tks for helping to Repost so more people will get to read about it.&nbsp; Thanks again.//<a href=\"https://ttm.financial/U/4247303888099102\">@sjlangford</a>:Great article, would you like to share it?","listText":"Replying to <a href=\"https://ttm.financial/U/4247303888099102\">@sjlangford</a>:Hi, thank you very much for reading my post. So glad to know that you liked it.&nbsp; Tks for helping to Repost so more people will get to read about it.&nbsp; Thanks again.//<a href=\"https://ttm.financial/U/4247303888099102\">@sjlangford</a>:Great article, would you like to share it?","text":"Replying to @sjlangford:Hi, thank you very much for reading my post. So glad to know that you liked it. Tks for helping to Repost so more people will get to read about it. Thanks again.//@sjlangford:Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599039035282936","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":89,"commentSize":7,"repostSize":374,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":5795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3552850525395609","idStr":"3552850525395609"},"content":"padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price","text":"padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price","html":"padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price"},{"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 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000"}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":599019080975328,"gmtCreate":1787286628297,"gmtModify":1787286632592,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"With US market's heavy fallout on Thu - DJIA (-1.32%), S&amp;P 500 (-0.87) &amp; Nasdaq (-1.0%), <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>wasn't spared either.&nbsp;&nbsp; Luckily, its miniscule fall of -0.33% hardly caused a dent it its stock price, off its peak of $236.54 - spelling potential upside still ? Now we wait for 'patiently' its Q2 2026 quarterly earnings to help lift it back to its all time high ?","listText":"With US market's heavy fallout on Thu - DJIA (-1.32%), S&amp;P 500 (-0.87) &amp; Nasdaq (-1.0%), <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>wasn't spared either.&nbsp;&nbsp; Luckily, its miniscule fall of -0.33% hardly caused a dent it its stock price, off its peak of $236.54 - spelling potential upside still ? Now we wait for 'patiently' its Q2 2026 quarterly earnings to help lift it back to its all time high ?","text":"With US market's heavy fallout on Thu - DJIA (-1.32%), S&P 500 (-0.87) & Nasdaq (-1.0%), $NVIDIA(NVDA)$ wasn't spared either. Luckily, its miniscule fall of -0.33% hardly caused a dent it its stock price, off its peak of $236.54 - spelling potential upside still ? Now we wait for 'patiently' its Q2 2026 quarterly earnings to help lift it back to its all time high ?","images":[{"img":"https://community-static.tradeup.com/news/b8577aa24121f6ddf0dbe69a9f885105"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599019080975328","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599016071721880,"gmtCreate":1787285905279,"gmtModify":1787287036583,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/4088639346266630\">@daz999999999</a>:Hi, tks for reading my post and sharing your views.//<a href=\"https://ttm.financial/U/4088639346266630\">@daz999999999</a>:<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.16 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3","listText":"Replying to <a href=\"https://ttm.financial/U/4088639346266630\">@daz999999999</a>:Hi, tks for reading my post and sharing your views.//<a href=\"https://ttm.financial/U/4088639346266630\">@daz999999999</a>:<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.16 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3","text":"Replying to @daz999999999:Hi, tks for reading my post and sharing your views.//@daz999999999:$NVIDIA(NVDA)$ Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.16 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3","images":[{"img":"https://community-static.tradeup.com/news/ba3cd19d0f7650f30851d035a5eb6a7c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599016071721880","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599016310330464,"gmtCreate":1787285870652,"gmtModify":1787287036399,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/4243426647434722\">@Investing Leon</a>:Hi, tks for reading my post and sharing your views. Will the advance in AI result in a macro issue of rising unemployment due to labour displacement because of a lack of AI skills? If not handled well, an economic downturn vicious cycle ensues?//<a href=\"https://ttm.financial/U/4243426647434722\">@Investing Leon</a>:The key risk is whether HBM despec is temporary or structural. For now, AI demand remains strong.","listText":"Replying to <a href=\"https://ttm.financial/U/4243426647434722\">@Investing Leon</a>:Hi, tks for reading my post and sharing your views. Will the advance in AI result in a macro issue of rising unemployment due to labour displacement because of a lack of AI skills? If not handled well, an economic downturn vicious cycle ensues?//<a href=\"https://ttm.financial/U/4243426647434722\">@Investing Leon</a>:The key risk is whether HBM despec is temporary or structural. For now, AI demand remains strong.","text":"Replying to @Investing Leon:Hi, tks for reading my post and sharing your views. Will the advance in AI result in a macro issue of rising unemployment due to labour displacement because of a lack of AI skills? If not handled well, an economic downturn vicious cycle ensues?//@Investing Leon:The key risk is whether HBM despec is temporary or structural. For now, AI demand remains strong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599016310330464","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598971834184136,"gmtCreate":1787275004521,"gmtModify":1787275009078,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"On Thu, despite Nasdaq closing - 1.0% lower by 4om, <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>bucked the trend and rose by +3.97%. As a result stock price has surpassed it's 50-day Simple Moving Average. Withat that all 3 SMAs of 20-day, 50-day &amp; 200-day are exhibiting bullish momentum. The market (traders) have spoken loud and clear? Will there be a Friday adjustment?","listText":"On Thu, despite Nasdaq closing - 1.0% lower by 4om, <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>bucked the trend and rose by +3.97%. As a result stock price has surpassed it's 50-day Simple Moving Average. Withat that all 3 SMAs of 20-day, 50-day &amp; 200-day are exhibiting bullish momentum. The market (traders) have spoken loud and clear? Will there be a Friday adjustment?","text":"On Thu, despite Nasdaq closing - 1.0% lower by 4om, $Micron Technology(MU)$ bucked the trend and rose by +3.97%. As a result stock price has surpassed it's 50-day Simple Moving Average. Withat that all 3 SMAs of 20-day, 50-day & 200-day are exhibiting bullish momentum. The market (traders) have spoken loud and clear? Will there be a Friday adjustment?","images":[{"img":"https://community-static.tradeup.com/news/0898c300bd24899b60d0dd1ac8be4903"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598971834184136","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598872055390744,"gmtCreate":1787250736260,"gmtModify":1787269493603,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"On Thursday, US market cont'd to consolidate, due to: (a) Rising crude oil prices. (b) Rising US bond yields. (c) Weak quarterly earnings from Walmart (d) Escalating Middle East tension with Trump launching fresh round of economic sanctions on Iran. Surprisingly, MU bucked the trend and rose instead of trending downwards like the rest of Nasdaq stocks. (see attached) Is this clearly a sign of MU's resilience &amp; demand or just another \"entrapment\" ?","listText":"On Thursday, US market cont'd to consolidate, due to: (a) Rising crude oil prices. (b) Rising US bond yields. (c) Weak quarterly earnings from Walmart (d) Escalating Middle East tension with Trump launching fresh round of economic sanctions on Iran. Surprisingly, MU bucked the trend and rose instead of trending downwards like the rest of Nasdaq stocks. (see attached) Is this clearly a sign of MU's resilience &amp; demand or just another \"entrapment\" ?","text":"On Thursday, US market cont'd to consolidate, due to: (a) Rising crude oil prices. (b) Rising US bond yields. (c) Weak quarterly earnings from Walmart (d) Escalating Middle East tension with Trump launching fresh round of economic sanctions on Iran. Surprisingly, MU bucked the trend and rose instead of trending downwards like the rest of Nasdaq stocks. (see attached) Is this clearly a sign of MU's resilience & demand or just another \"entrapment\" ?","images":[{"img":"https://community-static.tradeup.com/news/34dd9c86b566ffcd505436e26b383fa6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598872055390744","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598870303224296,"gmtCreate":1787250312636,"gmtModify":1787269492392,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"On Thursday, US market pulls back due to: (a) climbing crude oil prices. (b) rising government bond yields. (c) disappointing Q2 results from retail giant Walmart - widely regarded a primary bellwether for overall health of US consumer economy, retail spending habits, &amp; the real-world impact of macro pressures like inflation, fuel costs, &amp; import tariffs. (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. GOOG did not escape unscathed, falling by -1.34% in intra day trading. With weekend Fri tomorrow, not buying yet.&nbsp; What about you ?","listText":"On Thursday, US market pulls back due to: (a) climbing crude oil prices. (b) rising government bond yields. (c) disappointing Q2 results from retail giant Walmart - widely regarded a primary bellwether for overall health of US consumer economy, retail spending habits, &amp; the real-world impact of macro pressures like inflation, fuel costs, &amp; import tariffs. (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. GOOG did not escape unscathed, falling by -1.34% in intra day trading. With weekend Fri tomorrow, not buying yet.&nbsp; What about you ?","text":"On Thursday, US market pulls back due to: (a) climbing crude oil prices. (b) rising government bond yields. (c) disappointing Q2 results from retail giant Walmart - widely regarded a primary bellwether for overall health of US consumer economy, retail spending habits, & the real-world impact of macro pressures like inflation, fuel costs, & import tariffs. (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. GOOG did not escape unscathed, falling by -1.34% in intra day trading. With weekend Fri tomorrow, not buying yet. What about you ?","images":[{"img":"https://community-static.tradeup.com/news/16167c5591e08beb108c801362486cc8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598870303224296","repostId":"598419134391360","repostType":1,"repost":{"id":598419134391360,"gmtCreate":1787125107967,"gmtModify":1787232000300,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Druckenmiller's 13F $120m GOOG pivot. Buy ?","htmlText":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click <a href=\"https://ttm.financial/post/438508205457696\" target=\"_blank\">here !</a> to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","listText":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click <a href=\"https://ttm.financial/post/438508205457696\" target=\"_blank\">here !</a> to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","text":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","images":[{"img":"https://community-static.tradeup.com/news/63b934f190cf90dbef735a57a1e9cbe6","width":"651","height":"357"},{"img":"https://community-static.tradeup.com/news/cab9410fdae03cba2dec35f0ab37d80c","width":"664","height":"196"},{"img":"https://community-static.tradeup.com/news/9f90418fb112d15c5f8045a29fa5a4b9","width":"385","height":"173"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598419134391360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598868351570544,"gmtCreate":1787249828596,"gmtModify":1787269492434,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Almost everyday this week seems to be a better 'dip buying' day as US market continues to correct.&nbsp; Intra day's losses on Thursday is more severe than Wednesday. (see attach) Key reasons are due to (a) climbing crude oil prices &amp; (b) rising government bond yields, -- compounded by (c) disappointing Q2 results from retail giant Walmart and (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. The man has to stop talking and stage a graceful exit no ?","listText":"Almost everyday this week seems to be a better 'dip buying' day as US market continues to correct.&nbsp; Intra day's losses on Thursday is more severe than Wednesday. (see attach) Key reasons are due to (a) climbing crude oil prices &amp; (b) rising government bond yields, -- compounded by (c) disappointing Q2 results from retail giant Walmart and (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. The man has to stop talking and stage a graceful exit no ?","text":"Almost everyday this week seems to be a better 'dip buying' day as US market continues to correct. Intra day's losses on Thursday is more severe than Wednesday. (see attach) Key reasons are due to (a) climbing crude oil prices & (b) rising government bond yields, -- compounded by (c) disappointing Q2 results from retail giant Walmart and (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. The man has to stop talking and stage a graceful exit no ?","images":[{"img":"https://community-static.tradeup.com/news/1fafb97fad0e379ba2951b59347c2e0d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598868351570544","repostId":"598001038274960","repostType":1,"repost":{"id":598001038274960,"gmtCreate":1787023142276,"gmtModify":1787126400156,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Cooling inflations, Time to buy the Dip ?","htmlText":"For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation &amp; steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&amp;P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele","listText":"For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation &amp; steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&amp;P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele","text":"For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation & steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele","images":[{"img":"https://community-static.tradeup.com/news/1717043b1e0b9e9a6f65a95928b73c70","width":"1672","height":"784"},{"img":"https://community-static.tradeup.com/news/82f4c926f8eaf6adb7be5b1215ab41fc","width":"916","height":"540"},{"img":"https://community-static.tradeup.com/news/db92c8ec326b78c37c069c16c3156abc","width":"828","height":"157"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598001038274960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598828891018664,"gmtCreate":1787240116394,"gmtModify":1787240218748,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/9000000000000138\">@HaroldAnderson</a>:Hi, tks for reading my post and sharing your views. Still trying to figure out how many months is -\"short term\"? Reckoned it's easily 6 to 12 months or longer if LATEST version of HBM testing fails. Concur?//<a href=\"https://ttm.financial/U/9000000000000138\">@HaroldAnderson</a>:I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end","listText":"Replying to <a href=\"https://ttm.financial/U/9000000000000138\">@HaroldAnderson</a>:Hi, tks for reading my post and sharing your views. Still trying to figure out how many months is -\"short term\"? Reckoned it's easily 6 to 12 months or longer if LATEST version of HBM testing fails. Concur?//<a href=\"https://ttm.financial/U/9000000000000138\">@HaroldAnderson</a>:I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end","text":"Replying to @HaroldAnderson:Hi, tks for reading my post and sharing your views. Still trying to figure out how many months is -\"short term\"? Reckoned it's easily 6 to 12 months or longer if LATEST version of HBM testing fails. Concur?//@HaroldAnderson:I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598828891018664","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598795794891904,"gmtCreate":1787232034558,"gmtModify":1787232038006,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"With 15mins to go before US market opens for Thursday, all composite futures indexes are wiping out the meagre gains made the day before. This dip rubs off on GOOG as well as the tech giant is set to fall by -0.44%, when trading commences soon.&nbsp; (see attached)","listText":"With 15mins to go before US market opens for Thursday, all composite futures indexes are wiping out the meagre gains made the day before. This dip rubs off on GOOG as well as the tech giant is set to fall by -0.44%, when trading commences soon.&nbsp; (see attached)","text":"With 15mins to go before US market opens for Thursday, all composite futures indexes are wiping out the meagre gains made the day before. This dip rubs off on GOOG as well as the tech giant is set to fall by -0.44%, when trading commences soon. (see attached)","images":[{"img":"https://community-static.tradeup.com/news/af02336e8b9650e629c4cb473cd08f42"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598795794891904","repostId":"598419134391360","repostType":1,"repost":{"id":598419134391360,"gmtCreate":1787125107967,"gmtModify":1787232000300,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Druckenmiller's 13F $120m GOOG pivot. Buy ?","htmlText":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click <a href=\"https://ttm.financial/post/438508205457696\" target=\"_blank\">here !</a> to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","listText":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click <a href=\"https://ttm.financial/post/438508205457696\" target=\"_blank\">here !</a> to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","text":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","images":[{"img":"https://community-static.tradeup.com/news/63b934f190cf90dbef735a57a1e9cbe6","width":"651","height":"357"},{"img":"https://community-static.tradeup.com/news/cab9410fdae03cba2dec35f0ab37d80c","width":"664","height":"196"},{"img":"https://community-static.tradeup.com/news/9f90418fb112d15c5f8045a29fa5a4b9","width":"385","height":"173"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598419134391360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598793956148656,"gmtCreate":1787231587548,"gmtModify":1787231590773,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"On Wednesday, US market managed to take a breather and recovered marginally.&nbsp; This has a rub off effect on GOOG as well.&nbsp; The stock rose by +0.12%, closing off Wednesday at $341.70 per share. Is Druckenmiller and Berkshire Hathaway right about GOOG ?","listText":"On Wednesday, US market managed to take a breather and recovered marginally.&nbsp; This has a rub off effect on GOOG as well.&nbsp; The stock rose by +0.12%, closing off Wednesday at $341.70 per share. Is Druckenmiller and Berkshire Hathaway right about GOOG ?","text":"On Wednesday, US market managed to take a breather and recovered marginally. This has a rub off effect on GOOG as well. The stock rose by +0.12%, closing off Wednesday at $341.70 per share. Is Druckenmiller and Berkshire Hathaway right about GOOG ?","images":[{"img":"https://community-static.tradeup.com/news/bbfd2745d83d7ef2fa4a2cce700e9d0e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598793956148656","repostId":"598419134391360","repostType":1,"repost":{"id":598419134391360,"gmtCreate":1787125107967,"gmtModify":1787232000300,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Druckenmiller's 13F $120m GOOG pivot. Buy ?","htmlText":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click <a href=\"https://ttm.financial/post/438508205457696\" target=\"_blank\">here !</a> to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","listText":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click <a href=\"https://ttm.financial/post/438508205457696\" target=\"_blank\">here !</a> to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","text":"Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la","images":[{"img":"https://community-static.tradeup.com/news/63b934f190cf90dbef735a57a1e9cbe6","width":"651","height":"357"},{"img":"https://community-static.tradeup.com/news/cab9410fdae03cba2dec35f0ab37d80c","width":"664","height":"196"},{"img":"https://community-static.tradeup.com/news/9f90418fb112d15c5f8045a29fa5a4b9","width":"385","height":"173"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598419134391360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598775206232816,"gmtCreate":1787227085974,"gmtModify":1787227090096,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3479274804420578\">@Xiia</a>:Hi, thanks for reading my post and sharing your views.&nbsp; While I concur with what you have said, MU's stock price has soared beyond its supposed&nbsp;baseline intrinsic value that is closer to $588, according to analysts' consensus. Will it be up to market to decide MU's fate ?&nbsp; I dunno, its a pretty close call.//<a href=\"https://ttm.financial/U/3479274804420578\">@Xiia</a>:I don't think MU's uptrend is done yet. HBM supply is still the real constraint, and NVDA tweaking memory configs doesn't suddenly fix industry capacity","listText":"Replying to <a href=\"https://ttm.financial/U/3479274804420578\">@Xiia</a>:Hi, thanks for reading my post and sharing your views.&nbsp; While I concur with what you have said, MU's stock price has soared beyond its supposed&nbsp;baseline intrinsic value that is closer to $588, according to analysts' consensus. Will it be up to market to decide MU's fate ?&nbsp; I dunno, its a pretty close call.//<a href=\"https://ttm.financial/U/3479274804420578\">@Xiia</a>:I don't think MU's uptrend is done yet. HBM supply is still the real constraint, and NVDA tweaking memory configs doesn't suddenly fix industry capacity","text":"Replying to @Xiia:Hi, thanks for reading my post and sharing your views. While I concur with what you have said, MU's stock price has soared beyond its supposed baseline intrinsic value that is closer to $588, according to analysts' consensus. Will it be up to market to decide MU's fate ? I dunno, its a pretty close call.//@Xiia:I don't think MU's uptrend is done yet. HBM supply is still the real constraint, and NVDA tweaking memory configs doesn't suddenly fix industry capacity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598775206232816","repostId":"598708727354024","repostType":1,"repost":{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941021506,"gmtCreate":1679885863507,"gmtModify":1679885981386,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Cathie Wood Buys $COIN, $SQ.  Sells $TSLA - Low Value ?","htmlText":"Summary sale / purchase by Ms Cathie Wood : Sold - 139,642 Tesla shares at $192.22 per share. Total sales proceeds - $26.84 Million. Bought - 268,928 Coinbase shares at $66.30 per share. Total purchase costs - $17.83 Million. Bought - 320,557 Block shares at $61.88 per share. Total purchase costs - $19.84 Million. Ark funds forked out additional $10.83 Million to complete above 2 purchases. A few things came to mind when I came across above news article.. The obvious question is “Why did Ms Cathie Wood sell <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> and used the proceeds to fund additional purchase of <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> and <a href=\"https://ttm.financial/S/SQ\">$Block(SQ)$</a> ? Before examining each reason under the","listText":"Summary sale / purchase by Ms Cathie Wood : Sold - 139,642 Tesla shares at $192.22 per share. Total sales proceeds - $26.84 Million. Bought - 268,928 Coinbase shares at $66.30 per share. Total purchase costs - $17.83 Million. Bought - 320,557 Block shares at $61.88 per share. Total purchase costs - $19.84 Million. Ark funds forked out additional $10.83 Million to complete above 2 purchases. A few things came to mind when I came across above news article.. The obvious question is “Why did Ms Cathie Wood sell <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> and used the proceeds to fund additional purchase of <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> and <a href=\"https://ttm.financial/S/SQ\">$Block(SQ)$</a> ? Before examining each reason under the","text":"Summary sale / purchase by Ms Cathie Wood : Sold - 139,642 Tesla shares at $192.22 per share. Total sales proceeds - $26.84 Million. Bought - 268,928 Coinbase shares at $66.30 per share. Total purchase costs - $17.83 Million. Bought - 320,557 Block shares at $61.88 per share. Total purchase costs - $19.84 Million. Ark funds forked out additional $10.83 Million to complete above 2 purchases. A few things came to mind when I came across above news article.. The obvious question is “Why did Ms Cathie Wood sell $Tesla Motors(TSLA)$ and used the proceeds to fund additional purchase of $Coinbase Global, Inc.(COIN)$ and $Block(SQ)$ ? Before examining each reason under the","images":[{"img":"https://community-static.tradeup.com/news/74c30e564a20f34206f271463825babc","width":"1162","height":"267"},{"img":"https://community-static.tradeup.com/news/6388262c0912af43ef1f1228baec6bd6","width":"1252","height":"211"},{"img":"https://community-static.tradeup.com/news/78dfaadadffee77d0f77196b1d4346fa","width":"1476","height":"267"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2838,"commentSize":277,"repostSize":12780,"link":"https://ttm.financial/post/9941021506","isVote":1,"tweetType":1,"viewCount":246711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Hi, Thank you for reading my post. Pls give a \"LIKe\" okie. Thanks. Your rating is very Important to me !! Tks.","text":"Hi, Thank you for reading my post. Pls give a \"LIKe\" okie. Thanks. Your rating is very Important to me !! Tks.","html":"Hi, Thank you for reading my post. Pls give a \"LIKe\" okie. Thanks. Your rating is very Important to me !! Tks."},{"author":{"id":"3574662162410712","authorId":"3574662162410712","name":"Ericdao","avatar":"https://static.tigerbbs.com/bc892cea22318ad4afece18be23b502b","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3574662162410712","idStr":"3574662162410712"},"content":"Whatever it is, we can conclude that Ark doesn't hv much funds left. Her investment strategy is indeed speculative n v dangerous. Ark funds will continue to suffer if any of her holding continue to plunge. Best to avoid","text":"Whatever it is, we can conclude that Ark doesn't hv much funds left. Her investment strategy is indeed speculative n v dangerous. Ark funds will continue to suffer if any of her holding continue to plunge. Best to avoid","html":"Whatever it is, we can conclude that Ark doesn't hv much funds left. Her investment strategy is indeed speculative n v dangerous. Ark funds will continue to suffer if any of her holding continue to plunge. Best to avoid"}],"imageCount":13,"langContent":"EN","totalScore":0},{"id":598708727354024,"gmtCreate":1787210771728,"gmtModify":1787280600197,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"NVDA to cut short MU memory boom ?","htmlText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","listText":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","text":"The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky","images":[{"img":"https://community-static.tradeup.com/news/a2e058cc4fbb8a2d33d0bac89059d5b8","width":"1027","height":"476"},{"img":"https://community-static.tradeup.com/news/13c919f962dbfb7878812f59ddb08047","width":"908","height":"464"},{"img":"https://community-static.tradeup.com/news/18e373a0a6f6811b07c401b3c75332e7","width":"753","height":"161"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":86,"commentSize":18,"repostSize":661,"link":"https://ttm.financial/post/598708727354024","isVote":1,"tweetType":1,"viewCount":10035,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$NVIDIA(NVDA)$ Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.16 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3 guidance around $105 billion. Valuation Talk: Bank of America analysts note that NVIDIA trades at a notable valuation discount relative to its historical pace and peers, despite dominant market share. Capital Initiatives: The company recently highlighted a sweeping $500 billion financing push to back major AI infrastructure and data center builders. China Market Updates: Loosened rules have permitted shipments of specialized H200 chips to customers like Tencent and ByteDance, easing prior supply concerns. @JC888 Check out more of his posts and articles and give us your feedback and thoughts !","text":"$NVIDIA(NVDA)$ Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.16 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3 guidance around $105 billion. Valuation Talk: Bank of America analysts note that NVIDIA trades at a notable valuation discount relative to its historical pace and peers, despite dominant market share. Capital Initiatives: The company recently highlighted a sweeping $500 billion financing push to back major AI infrastructure and data center builders. China Market Updates: Loosened rules have permitted shipments of specialized H200 chips to customers like Tencent and ByteDance, easing prior supply concerns. @JC888 Check out more of his posts and articles and give us your feedback and thoughts !","html":"$NVIDIA(NVDA)$ Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.16 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3 guidance around $105 billion. Valuation Talk: Bank of America analysts note that NVIDIA trades at a notable valuation discount relative to its historical pace and peers, despite dominant market share. Capital Initiatives: The company recently highlighted a sweeping $500 billion financing push to back major AI infrastructure and data center builders. China Market Updates: Loosened rules have permitted shipments of specialized H200 chips to customers like Tencent and ByteDance, easing prior supply concerns. @JC888 Check out more of his posts and articles and give us your feedback and thoughts !"},{"author":{"id":"9000000000000138","authorId":"9000000000000138","name":"HaroldAnderson","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000138","idStr":"9000000000000138"},"content":"I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end","text":"I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end","html":"I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end"}],"imageCount":11,"langContent":"EN","totalScore":0},{"id":9943567143,"gmtCreate":1679570491584,"gmtModify":1679571123225,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US Market on 23 Mar 2023. Get Out Of Bank Stocks ?","htmlText":"US market on Wed (22 Mar) traded directionlessly until 2:00pm when the FOMC meeting was over with the press conference by Mr Powell, hot on the heels. When the 0.25% interest hike was confirmed, market “reacted positively” initially. It was afterall the much anticipated 0.25% and not the much feared 0.5%. The “euphoria” proved to be short-lived as the press conference pressed on with Mr Powell further confirming that there would be no let down from the central bank in their fight to bring inflation down. Personally I think, it is commendable that the Fed Reserves provides a clear direction of where they are heading without being ambiguous. Doing so minimizes “speculations” of any sorts to be postulated by Wall Street to smoke-screen and “fool” the general public. Agree ? By The Time Market","listText":"US market on Wed (22 Mar) traded directionlessly until 2:00pm when the FOMC meeting was over with the press conference by Mr Powell, hot on the heels. When the 0.25% interest hike was confirmed, market “reacted positively” initially. It was afterall the much anticipated 0.25% and not the much feared 0.5%. The “euphoria” proved to be short-lived as the press conference pressed on with Mr Powell further confirming that there would be no let down from the central bank in their fight to bring inflation down. Personally I think, it is commendable that the Fed Reserves provides a clear direction of where they are heading without being ambiguous. Doing so minimizes “speculations” of any sorts to be postulated by Wall Street to smoke-screen and “fool” the general public. Agree ? By The Time Market","text":"US market on Wed (22 Mar) traded directionlessly until 2:00pm when the FOMC meeting was over with the press conference by Mr Powell, hot on the heels. When the 0.25% interest hike was confirmed, market “reacted positively” initially. It was afterall the much anticipated 0.25% and not the much feared 0.5%. The “euphoria” proved to be short-lived as the press conference pressed on with Mr Powell further confirming that there would be no let down from the central bank in their fight to bring inflation down. Personally I think, it is commendable that the Fed Reserves provides a clear direction of where they are heading without being ambiguous. Doing so minimizes “speculations” of any sorts to be postulated by Wall Street to smoke-screen and “fool” the general public. Agree ? By The Time Market","images":[{"img":"https://community-static.tradeup.com/news/8721d1e3c6b3e10297c5e7e506c9a220","width":"971","height":"210"},{"img":"https://community-static.tradeup.com/news/bf594809a4292a741d188a061dfd92f8","width":"999","height":"395"},{"img":"https://community-static.tradeup.com/news/37c7af3cf304e8a9bb1ed31ad40dc300","width":"1503","height":"374"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2952,"commentSize":222,"repostSize":11817,"link":"https://ttm.financial/post/9943567143","isVote":1,"tweetType":1,"viewCount":227013,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000632","authorId":"9000000000000632","name":"mizzle","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000632","idStr":"9000000000000632"},"content":"Life is an opportunity but it comes for those who extremely have the zeal to achieve it, I gained 5 BTC from an Initial investment of 2.5 BTC Which was insane.","text":"Life is an opportunity but it comes for those who extremely have the zeal to achieve it, I gained 5 BTC from an Initial investment of 2.5 BTC Which was insane.","html":"Life is an opportunity but it comes for those who extremely have the zeal to achieve it, I gained 5 BTC from an Initial investment of 2.5 BTC Which was insane."},{"author":{"id":"9000000000000672","authorId":"9000000000000672","name":"cheeryx","avatar":"https://static.tigerbbs.com/3eb335d4670b62d2f6f58595a4ebf23b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000672","idStr":"9000000000000672"},"content":"NVDA gave a good report after the market closed today and that should bode well with AMD and other semis that have similar business with both AMD and NVDA.","text":"NVDA gave a good report after the market closed today and that should bode well with AMD and other semis that have similar business with both AMD and NVDA.","html":"NVDA gave a good report after the market closed today and that should bode well with AMD and other semis that have similar business with both AMD and NVDA."}],"imageCount":10,"langContent":"EN","totalScore":0},{"id":599034580570360,"gmtCreate":1787290407743,"gmtModify":1787292605420,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US market 'maybe' crash & investor Plan B ?","htmlText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","listText":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","text":". Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2","images":[{"img":"https://community-static.tradeup.com/news/9123c49f1a86729949d5cff8038b8620","width":"747","height":"271"},{"img":"https://community-static.tradeup.com/news/396b9f1557feda3d7a7f225f3c8384f8","width":"529","height":"121"},{"img":"https://community-static.tradeup.com/news/feb4ab67292e4531dc2e219b9c7f59de","width":"736","height":"287"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":89,"commentSize":7,"repostSize":374,"link":"https://ttm.financial/post/599034580570360","isVote":1,"tweetType":1,"viewCount":5795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3552850525395609","idStr":"3552850525395609"},"content":"padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price","text":"padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price","html":"padt1+++years I hear everyone saying crash is imminent, I this some buy investors tactics to make other telco nvesters to sell off so that they can buy at cheaper price"},{"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 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000","text":"Nice Sharing 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000","html":"Nice Sharing 😁 @Aqa @DiAngel @Shyon @Barcode @koolgal @Shernice軒嬣 2000"}],"imageCount":14,"langContent":"EN","totalScore":0},{"id":470148828164104,"gmtCreate":1755820027876,"gmtModify":1755882002678,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"When Will PLTR Stopped Sliding ?","htmlText":"US market continued to close lower on Wed, 20 Aug 2025. According to Dow Jones Market Data, although S&amp;P 500 index fell for a 4th straight day, it ended Wednesday just -1.1% below its last week’s record closing high on Thu, 14 Aug 2025. By the time mid-week trading was over: (see above) DJIA: +0.04% (+16.04 to 44,938.31). S&amp;P 500: -0.24% (-15.59 to 6,395.78). Nasdaq: -0.67% (-142.095 to 21,172.857). US market continual dip on Wednesday, was largely attributed to: Pressured by a broad decline in tech sector. The Fed’s July 2025 meeting minutes. (1) Tech sell off. Investors continued to take profits on several heavyweight technology and semiconductor stocks over: Concerns about their high valuations. “Real” strength of AI trade over longer term. As a result, the followings happened:","listText":"US market continued to close lower on Wed, 20 Aug 2025. According to Dow Jones Market Data, although S&amp;P 500 index fell for a 4th straight day, it ended Wednesday just -1.1% below its last week’s record closing high on Thu, 14 Aug 2025. By the time mid-week trading was over: (see above) DJIA: +0.04% (+16.04 to 44,938.31). S&amp;P 500: -0.24% (-15.59 to 6,395.78). Nasdaq: -0.67% (-142.095 to 21,172.857). US market continual dip on Wednesday, was largely attributed to: Pressured by a broad decline in tech sector. The Fed’s July 2025 meeting minutes. (1) Tech sell off. Investors continued to take profits on several heavyweight technology and semiconductor stocks over: Concerns about their high valuations. “Real” strength of AI trade over longer term. As a result, the followings happened:","text":"US market continued to close lower on Wed, 20 Aug 2025. According to Dow Jones Market Data, although S&P 500 index fell for a 4th straight day, it ended Wednesday just -1.1% below its last week’s record closing high on Thu, 14 Aug 2025. By the time mid-week trading was over: (see above) DJIA: +0.04% (+16.04 to 44,938.31). S&P 500: -0.24% (-15.59 to 6,395.78). Nasdaq: -0.67% (-142.095 to 21,172.857). US market continual dip on Wednesday, was largely attributed to: Pressured by a broad decline in tech sector. The Fed’s July 2025 meeting minutes. (1) Tech sell off. Investors continued to take profits on several heavyweight technology and semiconductor stocks over: Concerns about their high valuations. “Real” strength of AI trade over longer term. As a result, the followings happened:","images":[{"img":"https://community-static.tradeup.com/news/806030a0d1730744d4ae18cef350856e","width":"1080","height":"607"},{"img":"https://community-static.tradeup.com/news/f9dcd312f7e482dbd8f727432cc12eba","width":"870","height":"469"},{"img":"https://community-static.tradeup.com/news/62ac5415f2d07bb188ab3b14f1dbb8c0","width":"579","height":"196"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":166,"commentSize":36,"repostSize":2783,"link":"https://ttm.financial/post/470148828164104","isVote":1,"tweetType":1,"viewCount":59223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"If you want to be rich wait till it hits $165 then short, don’t try and take a position rn it’s too much of a gamble.","text":"If you want to be rich wait till it hits $165 then short, don’t try and take a position rn it’s too much of a gamble.","html":"If you want to be rich wait till it hits $165 then short, don’t try and take a position rn it’s too much of a gamble."},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Nice Sharing 😊 Maybe 🤔 current level can try 😜 @Barcode @Jes86188 @Shyon @Shernice軒嬣 2000 @koolgal","text":"Nice Sharing 😊 Maybe 🤔 current level can try 😜 @Barcode @Jes86188 @Shyon @Shernice軒嬣 2000 @koolgal","html":"Nice Sharing 😊 Maybe 🤔 current level can try 😜 @Barcode @Jes86188 @Shyon @Shernice軒嬣 2000 @koolgal"}],"imageCount":11,"langContent":"EN","totalScore":0},{"id":238590561636552,"gmtCreate":1699279124868,"gmtModify":1699279276362,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"FAANG isn't FAANG-tastic anymore, except META? Read & decide. ","htmlText":"The FAANG stocks, which comprise some of the most influential and profitable tech companies in the world, have disappointed their investors in the latest quarter of 2023. Despite their remarkable growth in previous quarters, the FAANG have: Failed to meet the high expectations of the market. Reported less than perfect earnings results. This has wrong footed many investors who were: Betting on the continued dominance of these tech giants in the post-pandemic era. Hoping that the FAANG’s fantastic results could lift up the US market, given a depressing Sep and Oct 2023. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>, formerly known as Facebook, has “better” its earnings estimates. The company reported: Earnings per share (EPS) of $4.39, well above consensus estimate","listText":"The FAANG stocks, which comprise some of the most influential and profitable tech companies in the world, have disappointed their investors in the latest quarter of 2023. Despite their remarkable growth in previous quarters, the FAANG have: Failed to meet the high expectations of the market. Reported less than perfect earnings results. This has wrong footed many investors who were: Betting on the continued dominance of these tech giants in the post-pandemic era. Hoping that the FAANG’s fantastic results could lift up the US market, given a depressing Sep and Oct 2023. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>, formerly known as Facebook, has “better” its earnings estimates. The company reported: Earnings per share (EPS) of $4.39, well above consensus estimate","text":"The FAANG stocks, which comprise some of the most influential and profitable tech companies in the world, have disappointed their investors in the latest quarter of 2023. Despite their remarkable growth in previous quarters, the FAANG have: Failed to meet the high expectations of the market. Reported less than perfect earnings results. This has wrong footed many investors who were: Betting on the continued dominance of these tech giants in the post-pandemic era. Hoping that the FAANG’s fantastic results could lift up the US market, given a depressing Sep and Oct 2023. $Meta Platforms, Inc.(META)$, formerly known as Facebook, has “better” its earnings estimates. The company reported: Earnings per share (EPS) of $4.39, well above consensus estimate","images":[{"img":"https://community-static.tradeup.com/news/6cfb437b6f80c39dc62965acffbfa4f7","width":"1194","height":"174"},{"img":"https://community-static.tradeup.com/news/8e12d02228649858b2caded8b39a272f","width":"755","height":"138"},{"img":"https://community-static.tradeup.com/news/0c1c2ffe4eed2417534c8d1c3b8a47ff","width":"937","height":"199"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":3219,"commentSize":30,"repostSize":2481,"link":"https://ttm.financial/post/238590561636552","isVote":1,"tweetType":1,"viewCount":60090,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000698","authorId":"9000000000000698","name":"AugustineMac-","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000698","idStr":"9000000000000698"},"content":"Everything is doing well except for GOOGL. With such a reasonable valuation and prospects why is it???","text":"Everything is doing well except for GOOGL. With such a reasonable valuation and prospects why is it???","html":"Everything is doing well except for GOOGL. With such a reasonable valuation and prospects why is it???"},{"author":{"id":"3570965583958757","authorId":"3570965583958757","name":"SafetyFirst","avatar":"https://static.tigerbbs.com/a6356c1a4c82b1755621f3b2631a6784","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3570965583958757","idStr":"3570965583958757"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":13,"langContent":"EN","totalScore":0},{"id":228665818398776,"gmtCreate":1696853216640,"gmtModify":1696857289737,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"US Market rises from October? Read & decide.","htmlText":"Of late, the internet has been flooded with posts by “veterans” dishing out negative news about the US —economy and stock market are on the verge of collapse (see below). When you come across such posts, how do you make sense of them? Personally, it depends who is dishing out such news? For instance, Mr Marko Kolanovic from JP Morgan is high profile when it comes to the US market. How could he not be, coming from <a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a>, US #1 international bank. Sometimes he makes sense but many a times, he,…. (fill in the blanks yourself ok).. LOL! Then you have Mr Robert Kiyosaki, accidental writer of best seller “Rich Dad, Poor Dad”. Listen to him is akin to listening to Ms Cathie Woods. Why would anyone listen to him when: He professed that his","listText":"Of late, the internet has been flooded with posts by “veterans” dishing out negative news about the US —economy and stock market are on the verge of collapse (see below). When you come across such posts, how do you make sense of them? Personally, it depends who is dishing out such news? For instance, Mr Marko Kolanovic from JP Morgan is high profile when it comes to the US market. How could he not be, coming from <a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a>, US #1 international bank. Sometimes he makes sense but many a times, he,…. (fill in the blanks yourself ok).. LOL! Then you have Mr Robert Kiyosaki, accidental writer of best seller “Rich Dad, Poor Dad”. Listen to him is akin to listening to Ms Cathie Woods. Why would anyone listen to him when: He professed that his","text":"Of late, the internet has been flooded with posts by “veterans” dishing out negative news about the US —economy and stock market are on the verge of collapse (see below). When you come across such posts, how do you make sense of them? Personally, it depends who is dishing out such news? For instance, Mr Marko Kolanovic from JP Morgan is high profile when it comes to the US market. How could he not be, coming from $JPMorgan Chase(JPM)$, US #1 international bank. Sometimes he makes sense but many a times, he,…. (fill in the blanks yourself ok).. LOL! Then you have Mr Robert Kiyosaki, accidental writer of best seller “Rich Dad, Poor Dad”. Listen to him is akin to listening to Ms Cathie Woods. Why would anyone listen to him when: He professed that his","images":[{"img":"https://community-static.tradeup.com/news/0fdafa853d742118cafe7d1034e1cf30","width":"782","height":"175"},{"img":"https://community-static.tradeup.com/news/fa6981fc1818c58407382d5a8efc3d26","width":"595","height":"174"},{"img":"https://community-static.tradeup.com/news/275a20c94e13ab2c164b8ca95432ca7e","width":"1631","height":"179"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2710,"commentSize":31,"repostSize":2314,"link":"https://ttm.financial/post/228665818398776","isVote":1,"tweetType":1,"viewCount":54491,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000568","authorId":"9000000000000568","name":"kookiz","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000568","idStr":"9000000000000568"},"content":"l continue to add to positions, but with heightened caution associated with having entered a market 'correction' built upon recession fear associated with inflation and interest rates, as well as geopolitical events in the US and Middle East--thus, I've adjusted my LBOs downward.","text":"l continue to add to positions, but with heightened caution associated with having entered a market 'correction' built upon recession fear associated with inflation and interest rates, as well as geopolitical events in the US and Middle East--thus, I've adjusted my LBOs downward.","html":"l continue to add to positions, but with heightened caution associated with having entered a market 'correction' built upon recession fear associated with inflation and interest rates, as well as geopolitical events in the US and Middle East--thus, I've adjusted my LBOs downward."},{"author":{"id":"4107677693993300","authorId":"4107677693993300","name":"AlanTiger","avatar":"https://community-static.tradeup.com/news/331fd38b2225a1f71b34067a439890f6","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4107677693993300","idStr":"4107677693993300"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":12,"langContent":"EN","totalScore":0},{"id":538564819735504,"gmtCreate":1772507230483,"gmtModify":1772547000055,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"IBM - A Strategic Buy After the Dip ?","htmlText":"Monumental Historic Past. <a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a>, this grand dame of technology stock has been around for ages, as far as I could remember. It used to dominate the IT sector in the early days, with its fleet of mainframe (what is it, you may asked - Google it!) and mainframe engineers, that were looked upon like ‘demi gods’. It was even freeze-frame in Hollywood movie “Hidden Figures” where the group of ingenious, pioneering lady “engineers” were able to get the IBM mainframe working, running on programming language, Fortran (FORmula TRANslation - a high-level, compiled, and general-purpose programming language, primarily known for its strong focus on numerical &amp; scientific computing. (see above) Then again, like any technology stocks or stocks for that ma","listText":"Monumental Historic Past. <a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a>, this grand dame of technology stock has been around for ages, as far as I could remember. It used to dominate the IT sector in the early days, with its fleet of mainframe (what is it, you may asked - Google it!) and mainframe engineers, that were looked upon like ‘demi gods’. It was even freeze-frame in Hollywood movie “Hidden Figures” where the group of ingenious, pioneering lady “engineers” were able to get the IBM mainframe working, running on programming language, Fortran (FORmula TRANslation - a high-level, compiled, and general-purpose programming language, primarily known for its strong focus on numerical &amp; scientific computing. (see above) Then again, like any technology stocks or stocks for that ma","text":"Monumental Historic Past. $IBM(IBM)$, this grand dame of technology stock has been around for ages, as far as I could remember. It used to dominate the IT sector in the early days, with its fleet of mainframe (what is it, you may asked - Google it!) and mainframe engineers, that were looked upon like ‘demi gods’. It was even freeze-frame in Hollywood movie “Hidden Figures” where the group of ingenious, pioneering lady “engineers” were able to get the IBM mainframe working, running on programming language, Fortran (FORmula TRANslation - a high-level, compiled, and general-purpose programming language, primarily known for its strong focus on numerical & scientific computing. (see above) Then again, like any technology stocks or stocks for that ma","images":[{"img":"https://community-static.tradeup.com/news/adbd31412addfff3a26f6a56d74b7148","width":"657","height":"420"},{"img":"https://community-static.tradeup.com/news/5a9c118928148f68cb723bcb10eef87c","width":"608","height":"173"},{"img":"https://community-static.tradeup.com/news/82544efef76e9c106bd1926448a7aac3","width":"889","height":"531"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":196,"commentSize":28,"repostSize":2940,"link":"https://ttm.financial/post/538564819735504","isVote":1,"tweetType":1,"viewCount":58248,"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":"IBM's rally may hold, COBOL ain't dead yet.[看涨]","text":"IBM's rally may hold, COBOL ain't dead yet.[看涨]","html":"IBM's rally may hold, COBOL ain't dead yet.[看涨]"},{"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 @Shyon @koolgal @Barcode @Aqa @Shernice軒嬣 2000","text":"Nice Sharing 😊 @DiAngel @Shyon @koolgal @Barcode @Aqa @Shernice軒嬣 2000","html":"Nice Sharing 😊 @DiAngel @Shyon @koolgal @Barcode @Aqa @Shernice軒嬣 2000"}],"imageCount":16,"langContent":"EN","totalScore":0},{"id":533954553454920,"gmtCreate":1771381657712,"gmtModify":1771476600680,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Burry vs PLTR, NVDA & ORCL. How's it, so far?","htmlText":"On 24 Dec 2025, I posted about Michael Burry’s short trading on PLTR and NVDA. Click <a href=\"https://ttm.financial/post/514108966289688\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/514108966289688\" target=\"_blank\"> </a>to read ! It’s coming to 2 months soon. With the dust settled, it is timely to revisit and determine how “accurate” Burry has been with his “Big Shot 2.0” attack. On 10 Feb 2026, famed short seller and investor Michael Burry was taking aim at <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> yet again. Known as Cassandra Unchained on X (former Twitter), Burry posted an image of PLTR stock with a rudimentary drawing of a bearish head-and-shoulders pattern. (see below) Burry's Cassandra Unchained take on PLTR A red arrow labeled \"","listText":"On 24 Dec 2025, I posted about Michael Burry’s short trading on PLTR and NVDA. Click <a href=\"https://ttm.financial/post/514108966289688\" target=\"_blank\">here !</a><a href=\"https://ttm.financial/post/514108966289688\" target=\"_blank\"> </a>to read ! It’s coming to 2 months soon. With the dust settled, it is timely to revisit and determine how “accurate” Burry has been with his “Big Shot 2.0” attack. On 10 Feb 2026, famed short seller and investor Michael Burry was taking aim at <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> yet again. Known as Cassandra Unchained on X (former Twitter), Burry posted an image of PLTR stock with a rudimentary drawing of a bearish head-and-shoulders pattern. (see below) Burry's Cassandra Unchained take on PLTR A red arrow labeled \"","text":"On 24 Dec 2025, I posted about Michael Burry’s short trading on PLTR and NVDA. Click here ! to read ! It’s coming to 2 months soon. With the dust settled, it is timely to revisit and determine how “accurate” Burry has been with his “Big Shot 2.0” attack. On 10 Feb 2026, famed short seller and investor Michael Burry was taking aim at $Palantir Technologies Inc.(PLTR)$ yet again. Known as Cassandra Unchained on X (former Twitter), Burry posted an image of PLTR stock with a rudimentary drawing of a bearish head-and-shoulders pattern. (see below) Burry's Cassandra Unchained take on PLTR A red arrow labeled \"","images":[{"img":"https://community-static.tradeup.com/news/777df832be7e942e8d51eef440a2c3bb","width":"516","height":"333"},{"img":"https://community-static.tradeup.com/news/19cd182c7a39f29dbf447d76da6c8dc7","width":"2314","height":"1494"},{"img":"https://community-static.tradeup.com/news/478a287a23ee3814fc9046de58cb29ab","width":"756","height":"429"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":826,"commentSize":20,"repostSize":2482,"link":"https://ttm.financial/post/533954553454920","isVote":1,"tweetType":1,"viewCount":54378,"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 😁 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal @Aqa @DiAngel","text":"Nice Sharing 😁 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal @Aqa @DiAngel","html":"Nice Sharing 😁 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal @Aqa @DiAngel"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Hi, My Pick post for Chinese New Year . Hope you like it. Pls help to Repost so more people will get to read about it ok. Thanks v much..","text":"Hi, My Pick post for Chinese New Year . Hope you like it. Pls help to Repost so more people will get to read about it ok. Thanks v much..","html":"Hi, My Pick post for Chinese New Year . Hope you like it. Pls help to Repost so more people will get to read about it ok. Thanks v much.."}],"imageCount":12,"langContent":"EN","totalScore":0},{"id":466512772710768,"gmtCreate":1754903945891,"gmtModify":1755010802538,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Tue CPI Inflation: US Market Rally Killer ?","htmlText":"Eve of Inflation Report. On the eve of US Consumer price index (CPI) report release for July 2025, general consensus is pointing to an uptick in US inflation. US consumers probably experienced a slight pickup in underlying inflation in July as retailers gradually raised prices on a variety of items subject to higher import duties. US - YoY CPI &amp; Core CPI with July 2025 estimates Economists’ Estimates. According to Bloomberg’s survey of economists, US core CPI, widely regarded as a measure of underlying inflation because it strips out volatile food and energy costs, will rise by +0.3% in July. This will be a creep up from June 2025’s core CPI that has also edged up +0.2% from the prior month. While that would be the biggest gain since the start of 2025, Americans who drive, will find so","listText":"Eve of Inflation Report. On the eve of US Consumer price index (CPI) report release for July 2025, general consensus is pointing to an uptick in US inflation. US consumers probably experienced a slight pickup in underlying inflation in July as retailers gradually raised prices on a variety of items subject to higher import duties. US - YoY CPI &amp; Core CPI with July 2025 estimates Economists’ Estimates. According to Bloomberg’s survey of economists, US core CPI, widely regarded as a measure of underlying inflation because it strips out volatile food and energy costs, will rise by +0.3% in July. This will be a creep up from June 2025’s core CPI that has also edged up +0.2% from the prior month. While that would be the biggest gain since the start of 2025, Americans who drive, will find so","text":"Eve of Inflation Report. On the eve of US Consumer price index (CPI) report release for July 2025, general consensus is pointing to an uptick in US inflation. US consumers probably experienced a slight pickup in underlying inflation in July as retailers gradually raised prices on a variety of items subject to higher import duties. US - YoY CPI & Core CPI with July 2025 estimates Economists’ Estimates. According to Bloomberg’s survey of economists, US core CPI, widely regarded as a measure of underlying inflation because it strips out volatile food and energy costs, will rise by +0.3% in July. This will be a creep up from June 2025’s core CPI that has also edged up +0.2% from the prior month. While that would be the biggest gain since the start of 2025, Americans who drive, will find so","images":[{"img":"https://community-static.tradeup.com/news/7389ffb8ccf741b9bc94e6fbb9a77620","width":"1080","height":"592"},{"img":"https://community-static.tradeup.com/news/d1b7e227ca8aecfeeaada7a178b4b0bc","width":"946","height":"588"},{"img":"https://community-static.tradeup.com/news/d756653cee97ec184a517f7d6e18c642","width":"857","height":"307"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":220,"commentSize":20,"repostSize":1816,"link":"https://ttm.financial/post/466512772710768","isVote":1,"tweetType":1,"viewCount":39744,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"I'm hoping by year end 2025 we see our all time high of $242.52. Long and bullish.","text":"I'm hoping by year end 2025 we see our all time high of $242.52. Long and bullish.","html":"I'm hoping by year end 2025 we see our all time high of $242.52. Long and bullish."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"Hopefully tomorrow brings some upward movement!","text":"Hopefully tomorrow brings some upward movement!","html":"Hopefully tomorrow brings some upward movement!"}],"imageCount":16,"langContent":"EN","totalScore":0}],"lives":[]}