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avatar1PC
02-03 23:26
@Barcode:$ARK Space Exploration & Innovation ETF(ARKX)$ $Rocket Lab USA, Inc.(RKLB)$  $Palantir Technologies Inc.(PLTR)$  ๐Ÿš€๐Ÿ›ฐ๏ธ๐Ÿ“ˆ Space & Defence Momentum Building Through $ARKX ๐Ÿ“ˆ๐Ÿ›ฐ๏ธ๐Ÿš€ Iโ€™m holding $ARKX for diversified exposure to the accelerating space, defence, AI infrastructure, and autonomous aviation cycle, with unrealised profit currently at +9.77% as momentum, liquidity rotation, and positioning continue rebuilding across innovation and defence leaders. Instead of single-stock risk, I see $ARKX as strategic exposure to the entire innovation stack, where satellite networks, launch providers, defence tech, AI compute, and autonomous flight conv
avatar1PC
02-03 23:25
@Shernice่ป’ๅฌฃ 2000:Silicon Fed: Kevin Warshโ€™s Plan to Save the Dollar with AI
avatar1PC
02-03 23:22
@Shyon:$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to dollar-cost average (DCA) into SOXL because my conviction in the semiconductor sector this year remains strong. Semiconductors sit at the center of nearly every structural growth theme todayโ€”AI, cloud computing, data centers, automotive electrification, and edge devices. These aren't short-term fads; they're multi-year demand drivers that continue to expand even through economic cycles. When I look at where capital spending is going globally, chips are clearly a top priority. This year in particular, the industry is benefiting from a powerful combination of AI infrastructure build-out and normalization in cyclical demand. Hyperscalers are still ramping aggressively on GPUs, ne
avatar1PC
02-03 23:21
@koolgal:๐ŸŒŸ๐ŸŒŸ๐ŸŒŸI believe that $Advanced Micro Devices(AMD)$ will have an increase not exceeding 5% tomorrow.  AMD's 4.03% gain to close at USD 246.27 on February 2, shows that the market is positioning it for a strong earnings report. The current price action reflects strong institutional confidence in AMD's Data Centre and AI accelerator segments. Investors are effectively "buying the rumour" of a data centre surge but the 5% threshold remains a psychological and technical ceiling until the official Q4 results provide the catalyst required to justify a more aggressive rally. I would be keen to find out what CEO Lisa Su has to say on AMD's road map for 2026 and its lofty target of capturing double digit AI market share.
avatar1PC
02-03 23:20
avatar1PC
02-02 23:31
@Shyon:My stock in focus today is $Apple(AAPL)$ , following a strong earnings report and solid forward guidance. Apple delivered an impressive fiscal Q1 and guided for 13โ€“16% revenue growth in the March quarter, even after accounting for iPhone supply constraints. Management emphasized that demand remains strong, and sales could be higher if chip supply were more sufficient. More importantly, the supply bottleneck lies in advanced SoC manufacturing capacity for A-series and M-series chips, not memory. With heavy reliance on TSMCโ€™s leading-edge nodes, Appleโ€™s silicon strategy once again proves to be a long-term competitive advantage rather than a structural risk. Despite rising component costs, Apple expects gross margins to improve to 48โ€“49%, highlight
avatar1PC
02-02 23:29
avatar1PC
02-02 23:27
Great Insight &:Sharing ๐Ÿ˜ TSLA price actions might bounce back ๐Ÿ˜œ๐Ÿ”™ @Barcode @DiAngel @Shernice่ป’ๅฌฃ 2000 @koolgal @Aqa @Shyon
@JC888:TSLA investors Short Change by Musk, AGAIN !
avatar1PC
02-02 23:20
avatar1PC
02-02 21:10
๐ŸฏJan Recap: Green Indices, Crashing Metals SPX +1.37%, DJI +1.73%, IXIC +0.95% โ€” January Barometer flashes green, but tech lagged. Endโ€‘month shock: XAG plunged 26%, XAU dropped 9%, BTC slid to $74.6K. Warshโ€™s hawkish Fed nomination fueled USD strength & liquidity stress.๐ŸŽฏMy view: This deep dive is a Golden Pit opportunity โ€” Iโ€™ll wait patiently for stabilization before adding long exposure.[Cool] @JC888 @Barcode @Shyon @koolgal
@Tiger_comments:Jan Review: Gold/Silver/Bitcoin Crash โ€”Is February for Buying or Bailing?
avatar1PC
02-02 20:57
@koolgal:Palantir: The Comeback Kid Or Just Catching Its Breath?
avatar1PC
02-01 23:45
[Thinking] Read off from my chart ๐Ÿ“‰๐Ÿ“ˆ, I will go for in between $140-160. [Blush] @JC888 @Barcode @Shernice่ป’ๅฌฃ 2000 @DiAngel @Shyon @koolgal @Aqa
avatar1PC
02-01 23:39
avatar1PC
02-01 23:35
@nerdbull1669:Gold Undergoing Std Tech Correction, How We Can Position With ETFs.
avatar1PC
02-01 23:30
@Barcode:$Southwest Airlines(LUV)$ $United Airlines(UAL)$  $Delta Air Lines(DAL)$  โœˆ๏ธโœˆ๏ธ๐Ÿš€ Southwest $LUV erupts, earnings re-rating, liquidity rotation, breakout regime shift Southwest Airlines $LUV just launched to a fresh 3+ year high, ripping ~+15% after a Q4 earnings beat and a bullish FY2026 profit outlook that forces a valuation reset. This is not a headline spike. This is a structure break, a volatility ignition, and a momentum regime shift with flow confirmation. ๐Ÿ“Š Adj. EPS: $0.58, beat ๐Ÿ’ฐ Revenue: $7.44B, slight miss ๐Ÿ“ˆ Net Income: $323M ๐Ÿ“Š Revenue YoY: +7% โœˆ๏ธ RPM: +4% YoY ๐Ÿ›ซ ASM: +2% YoY ๐ŸŽฏ FY2026 EPS trajectory: $4+ Southwestโ€™s transformation engine
avatar1PC
02-01 15:01
๐Ÿฏ Warsh & Gold $5,000 Defense. Gold swung nearly $500 intraday, breaking support as liquidity dried up. With Warshโ€™s hawkish stance, stronger USD = weaker gold, CME raising margins, volatility is extreme. Cathie Wood warns of a bubble unwind, UBS still sees $6,200.๐ŸŽฏMy stance: Iโ€™ll hold the long โ€” waiting for stabilization around $5,000 before scooping for the rebound.[Cool] @JC888 @Barcode @Shyon @koolgal
@Tiger_comments:Warsh Takes Over the Fed! Can Gold Safeguard $5000?
avatar1PC
02-01 14:52
๐ŸฏWeekly EPS Watch: Top 20 EPS beats matter because they show profitability momentum. This weekโ€™s lineup includes giants like AAPL, MSFT, META, V, ASML, plus industrial names like BA, HON, and SYK.๐Ÿ“ŠMy watchlist: ASML & LRCX โ€” both riding semiconductor demand with strong YoY EPS growth (+29% & +27%).โš–๏ธBullish stance: MSFT for cloud + AI monetization, META for ad ROI clarity.๐ŸŽฏStrategy: Focus on semis for growth, add MSFT/META for AI exposure.@JC888 @Barcode @Shyon @koolgal
@Tiger_Earnings:๐ŸŽWeekly Higher EPS Estimates: AAPL, MSFT, META, V, ASML & More
avatar1PC
02-01 14:45
๐Ÿฏ Gold Freefall: Sell or Add? Spot gold swung nearly $500 in a day, plunging from $5,596 to $5,105 as forced selling + firmer USD hit liquidity. Silver followed with historic volatility. Analysts see profitโ€‘taking to cover losses elsewhere, but the bull case hinges on macro liquidity & geopolitics. ๐ŸŽฏ My stance: Iโ€™ll wait for setup confirmation before scooping โ€” aiming to catch the rebound when momentum rebuilds.[Silence] @JC888 @Barcode @koolgal @Shyon @Shernice่ป’ๅฌฃ 2000
avatar1PC
02-01 14:41
๐ŸฏMag 7 Earnings Bingo Picksโœ…AI Capex Surge โ†’ MSFT ramped spending (+66% YoY CapEx) as Azure scales, but ROI timing worries investors.โœ…Beat But Sold Off โ†’ MSFT beat EPS $4.14 (+24% YoY) & revenue $81.3B (+17% YoY), yet shares fell ~5% AH.โœ…Capex Spending Plan โ†’ META guided 2026 CapEx at $115โ€“135B. Despite heavy spend, clear ad monetization path drove shares +10% AH.๐ŸŽฏMy Bingo: AI Capex Surge + Beat But Sold Off + Capex Spending Plan๐Ÿ’กMSFT shows the cost of scaling AI, META shows the clearest ROI story for 2026. @JC888 @Barcode @Shyon
@Tiger_comments:Mag 7 Earnings Bingo: Can You Connect 3 Keywords From This Weekโ€™s Calls?
avatar1PC
01-31
MSFT is still a Good stock, at this level could numble some as an investment [Chuckle].... But I'm out of bullets ๐Ÿ˜ญ. @JC888 @Barcode @koolgal @Shernice่ป’ๅฌฃ 2000 @Aqa @Shyon @DiAngel

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