@koolgal:🌟The World Artificial Intelligence Conference or WAIC 2026 in Shanghai has shattered Wall Street's assumption that US hardware possesses an insurmountable permanent monopoly. The WAIC conference marked a transition from comparing single chip benchmarks to showcase full scale domestic AI supernodes. A supernode in AI is a massive highly integrated supercomputing cluster that functions as a single cohesive processing unit. While individual Chinese processors may lag behind $NVIDIA(NVDA)$ architecture on advanced nodes, WAIC showcased a breakthrough in system engineering.  Huawei demonstrated its Atlas 950 SuperPoD and CloudMatrix 384 Supernode. NVIDIA is losing its grip on the huge Chinese market as export constraints force its customers to a

@Shyon:$ServiceNow(NOW)$ The recent correction in ServiceNow (NOW) has only strengthened my conviction, which is why I'm continuing to dollar-cost average into the stock. Could it drift lower in the short term? Of course. But after the latest pullback, I believe the market has become a little too pessimistic. For a company with ServiceNow's quality and long-term growth potential, this correction looks slightly overdone to me. My bullish view is centered on the long-term outlook for enterprise software. As businesses accelerate digital transformation and AI adoption, software platforms that improve productivity and automate workflows should remain critical spending priorities. ServiceNow has consistently expanded beyond IT service management into AI-p

@Barcode:$Alibaba(BABA)$ $NVIDIA(NVDA)$  $Baidu(BIDU)$  🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear

@koolgal:🌟🌟🌟This has been a brutal week for tech stocks especially semiconductor stocks.  The bloodbath was driven by a perfect storm of technical, macro and geopolitical catalysts. However I believe that this is a healthy pullback and the long term case for semiconductors remain rock solid.  The core driver of this selloff is profit taking and a sector rotation rather than an absolute drop in chip demand. So I got into action and bought $Roundhill Memory ETF(DRAM)$ to hold long term. As Warren Buffett likes to say: "When there is fear in the markets, it is time to be greedy." @TigerTradeNewbie

@koolgal:$Roundhill Memory ETF(DRAM)$ 🌟🌟🌟I invest in DRAM because it has become the core fuel of the AI revolution with structural demand, strategic scarcity and multi year pricing power baked into the supply chain.  In other words DRAM is the new oil for compute. Only 3 companies control the entire DRAM world: Samsung, SK Hynix and Micron.  With just 1 powerful ETF I own them all and much more.   DRAM is the picks and shovels of the AI Gold Rush - the essential resource every AI model, data centre, autonomous vehicle and next gen device must consume in ever growing quantities. DRAM is one of the clearest multi year growth stories in semiconductors. @Tiger_comments  

@Barcode:$Taiwan Semiconductor Manufacturing(TSM)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  🚨 $TSM Options Traders Bet Wrong? AI Growth Outlook Jumps Above 40% 🚀📈 The options market turned aggressively bearish heading into $TSM earnings. 📉 10-day put/call volume ratio surged to the 98th percentile of the past year. 📉 The stock is on pace for 6 consecutive down days and is now 14% below its June record high. 📈 Despite the recent pullback, shares remain up 36% YTD. Then TSMC delivered one of its strongest quarters ever. 🟢 EPS: $4.31 vs $3.94 expected 🟢 Revenue: $40.2B vs $39.3B expected The biggest surprise wasn’t the earnings beat. It was management

@Shyon:For me, I wouldn't chase the highest dividend yield. I'd rather own businesses or REITs with healthy cash flow, reasonable payout ratios, and a consistent record of maintaining dividends. A sustainable yield is far more valuable than a high yield that eventually gets cut. I prefer building my income portfolio in layers instead of relying on one asset class. I'd combine quality REITs for regular income, dividend-paying blue-chip stocks for long-term growth, and Singapore T-bills or high-quality bonds for stability. Diversification makes the income stream more resilient. One lesson I've learned is to always look beyond the headline yield. I pay close attention to dividend history, cash flow, debt levels, and whether payouts are sustainable. My goal is to build a portfolio that can reliably

@Barcode:$Rocket Lab USA, Inc.(RKLB)$ $Kratos Defense & Security Solutions(KTOS)$  $SpaceX(SPCX)$  🚀 $RKLB Ready for Liftoff? Options May Be Pricing This One Wrong 📈🌕🚀 The options pit may be underestimating $RKLB. Rocket Lab is flashing one of its strongest historical setups: • SVI: 96% • SVS: 87/100 The stock is now testing its 200-day moving average following a sharp July pullback. History suggests this has been a high-probability opportunity. The last five times this signal appeared: ✅ Higher one month later 80% of the time 📈 Average 30-day gain: +37.1% What’s particularly interesting is that Rocket Lab has repeatedly exceeded options traders’ i

@Shyon:I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can

@Shyon:I lean closest to @TigerOptions view. $SK hynix(SKHY)$ Nasdaq debut is more than a listing story—it highlights how essential HBM has become to AI infrastructure. As hyperscalers keep expanding AI capacity, demand for high-bandwidth memory should remain strong, making this feel more like a structural trend than a normal memory cycle. I also agree with @My_Market_Diary that sustainability matters. A near-30% first-day jump could easily lead to short-term profit-taking or a narrower ADR premium. That wouldn't change my long-term outl

@koolgal:🌟🌟🌟I believe $Netflix(NFLX)$ will close Green at USD 77 on Thursday post earnings.  Having suffered a brutal multi month drop from its April high of USD 107.79 down to USD 73.53, Netflix enters this earnings call trading near its 52 week support floor of USD 70.86.  It is currently trading at a forward P/E ratio of just 23.7x.  This is a massive discount compared to historical averages. A positive update regarding Netflix's new USD 3 billion advertising tier will be great news for investors.  It will also squeeze short sellers who are heavily betting on a 5th straight earnings collapse. Is Netflix a good buy currently? Yes I believe it is oversold and undervalued.  Netflix's dominant global market share with over 325 mil