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2025-01-01

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2024-07-31

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2023-07-14

ok//@MoneyManagement:NIO Stock: Target Hit! (+27%). Morgan Stelney Expects 15000 Deliveries In July! Will It Happen?

@MoneyManagement: NIO Stock: Target Hit! (+27%). Morgan Stelney Expects 15000 Deliveries In July! Will It Happen?

06-14 00:06

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@Papa Bear:$HOOD DIAGONAL 260612/260618 CALL 92.0/CALL 99.0$ Diagonal roll +1 week to increase strike price and avoid hood call assignment and pocket some credit

05-24

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@Kelvin 梁:$SMCI 20260116 28.0 CALL$

06-08

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06-05

Yes

@Bk125:$DAJIN(01081)$ @Trade Feed Decoder

06-05

Yes

@Bk125:$DAJIN(01081)$ @Trade Feed Decoder

06-02

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06-01

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href=\"https://ttm.financial/S/01081\">$DAJIN(01081)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/01081\">$DAJIN(01081)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$DAJIN(01081)$ @Trade Feed 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Shows Warning Signs as $MSFT and $LLY Hit Their Targets","htmlText":"The market's biggest winners continue to deliver, with software and healthcare names extending their breakouts. However, after leading the rally for months, semiconductor stocks are beginning to show early signs of consolidation and deserve closer attention. 1. <a href=\"https://ttm.financial/S/SMH\">$VanEck Semiconductor ETF(SMH)$</a> Since semiconductors have driven most of the recent rally, printing a weekly indecisive candle with a gap below is a reason to be careful. The overbought RSI points to the same thing. To fill the gap, SMH would have to fall -5%. <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 2. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> $MSFT was posted as a high probabi","listText":"The market's biggest winners continue to deliver, with software and healthcare names extending their breakouts. However, after leading the rally for months, semiconductor stocks are beginning to show early signs of consolidation and deserve closer attention. 1. <a href=\"https://ttm.financial/S/SMH\">$VanEck Semiconductor ETF(SMH)$</a> Since semiconductors have driven most of the recent rally, printing a weekly indecisive candle with a gap below is a reason to be careful. The overbought RSI points to the same thing. To fill the gap, SMH would have to fall -5%. <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 2. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> $MSFT was posted as a high probabi","text":"The market's biggest winners continue to deliver, with software and healthcare names extending their breakouts. However, after leading the rally for months, semiconductor stocks are beginning to show early signs of consolidation and deserve closer attention. 1. $VanEck Semiconductor ETF(SMH)$ Since semiconductors have driven most of the recent rally, printing a weekly indecisive candle with a gap below is a reason to be careful. The overbought RSI points to the same thing. To fill the gap, SMH would have to fall -5%. $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ 2. $Microsoft(MSFT)$ $MSFT was posted as a high probabi","images":[{"img":"https://community-static.tradeup.com/news/913ec58a93df1e9e12413eecac459f03","width":"679","height":"462"},{"img":"https://community-static.tradeup.com/news/a3c900c21d33ca8ca04fd2ee8c0557a4","width":"680","height":"578"},{"img":"https://community-static.tradeup.com/news/d3eff1d61d4ccbfdadada03bba82c272","width":"680","height":"525"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570092296033416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568759344923128,"gmtCreate":1779863470543,"gmtModify":1779863472222,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568759344923128","repostId":"568731603513824","repostType":1,"repost":{"id":568731603513824,"gmtCreate":1779861961646,"gmtModify":1779862428187,"author":{"id":"10000000000010929","authorId":"10000000000010929","name":"ShayBoloor","avatar":"https://community-static.tradeup.com/news/827c3f97d3890eff0091b72bce53d46d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010929","idStr":"10000000000010929"},"themes":[],"title":"AI Stories Are Booming","htmlText":"Hello everyone! Today i want to share some trading ideas with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/OKLO\">$Oklo Inc.(OKLO)$</a> was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Starlink and","listText":"Hello everyone! Today i want to share some trading ideas with you! 1 <a target=\"_blank\" href=\"https://ttm.financial/S/OKLO\">$Oklo Inc.(OKLO)$</a> was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> Starlink and","text":"Hello everyone! Today i want to share some trading ideas with you! 1 $Oklo Inc.(OKLO)$ was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 $Broadcom(AVGO)$ launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 $SpaceX(SPCX)$ Starlink and","images":[{"img":"https://community-static.tradeup.com/news/9470003b9a9a127a6373954403b0ef63","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/1a0e0a3fee2144df185737eb7d5aa3c8","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/4eadb8ffd6f4573aae275a489cd778b1","width":"557","height":"602"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568731603513824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568098870183704,"gmtCreate":1779725293254,"gmtModify":1779725295422,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568098870183704","repostId":"568023950323728","repostType":1,"repost":{"id":568023950323728,"gmtCreate":1779689187822,"gmtModify":1779689189632,"author":{"id":"3555103749077836","authorId":"3555103749077836","name":"teng5001","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555103749077836","idStr":"3555103749077836"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM SGD(AWX.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM SGD(AWX.SI)$&nbsp;</a>","text":"$AEM SGD(AWX.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568023950323728","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568054781590360,"gmtCreate":1779724679140,"gmtModify":1779724682734,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568054781590360","repostId":"568056360943632","repostType":1,"repost":{"id":568056360943632,"gmtCreate":1779697100570,"gmtModify":1781596945442,"author":{"id":"3584072158422167","authorId":"3584072158422167","name":"fingersmith","avatar":"https://community-static.tradeup.com/news/6ed9f2636ef6918351b56c86be4dab07","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584072158422167","idStr":"3584072158422167"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$YZJ Fin Hldg(YF8.SI)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568056360943632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568054294432504,"gmtCreate":1779724502608,"gmtModify":1779724590441,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568054294432504","repostId":"566657404637584","repostType":1,"repost":{"id":566657404637584,"gmtCreate":1779355477975,"gmtModify":1779717758275,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"$BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? 💭","htmlText":"Tiger Research Team maintains a BUY rating and $30.00 Price Target on <a target=\"_blank\" href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a> after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on","listText":"Tiger Research Team maintains a BUY rating and $30.00 Price Target on <a target=\"_blank\" href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a> after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on","text":"Tiger Research Team maintains a BUY rating and $30.00 Price Target on $Bilibili Inc.(BILI)$ after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on","images":[{"img":"https://community-static.tradeup.com/news/8e88d28b4bbe10af3df4c0b5646e58cc"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566657404637584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568095598380192,"gmtCreate":1779724466555,"gmtModify":1779724555302,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568095598380192","repostId":"567988105290128","repostType":1,"repost":{"id":567988105290128,"gmtCreate":1779680356063,"gmtModify":1779717754885,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"$JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭","htmlText":"Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on <a target=\"_blank\" href=\"https://ttm.financial/S/JD\">$$JD.com(JD)$$</a> following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear","listText":"Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on <a target=\"_blank\" href=\"https://ttm.financial/S/JD\">$$JD.com(JD)$$</a> following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear","text":"Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on $$JD.com(JD)$$ following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear","images":[{"img":"https://community-static.tradeup.com/news/646c4dccfb6f11b6af704754878bf21c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567988105290128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567739260440824,"gmtCreate":1779637446626,"gmtModify":1779637448856,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/567739260440824","repostId":"567319964441264","repostType":1,"repost":{"id":567319964441264,"gmtCreate":1779544963924,"gmtModify":1779548948570,"author":{"id":"3582660292296363","authorId":"3582660292296363","name":"Kelvin 梁","avatar":"https://community-static.tradeup.com/news/dc049408ea9d46393115786500029044","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582660292296363","idStr":"3582660292296363"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMCI 20260116 28.0 CALL\">$SMCI 20260116 28.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SMCI 20260116 28.0 CALL\">$SMCI 20260116 28.0 CALL$</a>&nbsp;","text":"$SMCI 20260116 28.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/e3b3364305d6227ea386cb14b9eb0133","width":"1038","height":"1618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567319964441264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567738769622048,"gmtCreate":1779637076181,"gmtModify":1779637078812,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567738769622048","repostId":"567400152600744","repostType":1,"repost":{"id":567400152600744,"gmtCreate":1779554718787,"gmtModify":1781618732021,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/EQT\">$EQT Corp(EQT)$&nbsp;</a>EQT has become one of my favorite energy names to DCA into at the current stage of the market cycle. The biggest reason is simple: EQT controls one of the strongest natural gas asset bases in the United States, and demand for natural gas is entering a multi-year structural expansion. Between AI data centers, power generation growth, LNG exports, and industrial demand, the market is beginning to realize that natural gas may remain one of the most important transition fuels for much longer than expected. EQT is positioned directly at the center of that trend. Another reason I continue accumulating EQT is the company's improving financial discipline. Unlike older energy cycles where producers aggressively overspent during rallies,","listText":"<a href=\"https://ttm.financial/S/EQT\">$EQT Corp(EQT)$&nbsp;</a>EQT has become one of my favorite energy names to DCA into at the current stage of the market cycle. The biggest reason is simple: EQT controls one of the strongest natural gas asset bases in the United States, and demand for natural gas is entering a multi-year structural expansion. Between AI data centers, power generation growth, LNG exports, and industrial demand, the market is beginning to realize that natural gas may remain one of the most important transition fuels for much longer than expected. EQT is positioned directly at the center of that trend. Another reason I continue accumulating EQT is the company's improving financial discipline. Unlike older energy cycles where producers aggressively overspent during rallies,","text":"$EQT Corp(EQT)$ EQT has become one of my favorite energy names to DCA into at the current stage of the market cycle. The biggest reason is simple: EQT controls one of the strongest natural gas asset bases in the United States, and demand for natural gas is entering a multi-year structural expansion. Between AI data centers, power generation growth, LNG exports, and industrial demand, the market is beginning to realize that natural gas may remain one of the most important transition fuels for much longer than expected. EQT is positioned directly at the center of that trend. Another reason I continue accumulating EQT is the company's improving financial discipline. Unlike older energy cycles where producers aggressively overspent during rallies,","images":[{"img":"https://community-static.tradeup.com/news/dde9e092668c688ff52524ae26b6c170","width":"1408","height":"768"},{"img":"https://community-static.tradeup.com/news/f763d6883754b786ce9047d4dcb73243","width":"1408","height":"768"},{"img":"https://community-static.tradeup.com/news/57e95d53696c6c78a9a42c4d2abb84f3","width":"1260","height":"780"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567400152600744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567700178578000,"gmtCreate":1779636937225,"gmtModify":1779636940796,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567700178578000","repostId":"567607005247424","repostType":1,"repost":{"id":567607005247424,"gmtCreate":1779605239810,"gmtModify":1779605243479,"author":{"id":"4106315466683200","authorId":"4106315466683200","name":"luckymonster","avatar":"https://static.itradeup.com/news/cea754f2931a4b71b8f86b693ef3d961","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106315466683200","idStr":"4106315466683200"},"themes":[],"title":"","htmlText":"What rainy Sunday !!! Water is wealth is HUAT AH!!! Everybody!!","listText":"What rainy Sunday !!! Water is wealth is HUAT AH!!! Everybody!!","text":"What rainy Sunday !!! Water is wealth is HUAT AH!!! Everybody!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567607005247424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567569434098392,"gmtCreate":1779606012616,"gmtModify":1779606016179,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567569434098392","repostId":"567607005247424","repostType":1,"repost":{"id":567607005247424,"gmtCreate":1779605239810,"gmtModify":1779605243479,"author":{"id":"4106315466683200","authorId":"4106315466683200","name":"luckymonster","avatar":"https://static.itradeup.com/news/cea754f2931a4b71b8f86b693ef3d961","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106315466683200","idStr":"4106315466683200"},"themes":[],"title":"","htmlText":"What rainy Sunday !!! Water is wealth is HUAT AH!!! Everybody!!","listText":"What rainy Sunday !!! Water is wealth is HUAT AH!!! Everybody!!","text":"What rainy Sunday !!! Water is wealth is HUAT AH!!! Everybody!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567607005247424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567399087890656,"gmtCreate":1779554476471,"gmtModify":1779554480117,"author":{"id":"4098339705401880","authorId":"4098339705401880","name":"teresatqe","avatar":"https://community-static.tradeup.com/news/96a4b0d5991be2ae95a8c6a68ea6e507","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098339705401880","idStr":"4098339705401880"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567399087890656","repostId":"567269208046400","repostType":1,"repost":{"id":567269208046400,"gmtCreate":1779532876762,"gmtModify":1779535161127,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125570196865622","idStr":"4125570196865622"},"themes":[],"title":"Arista – The Toll Booth of AI","htmlText":"For most of the AI boom, investors focused obsessively on who makes the chips and who rents the cloud capacity. I think that framing is already becoming outdated. The real constraint inside modern AI infrastructure is no longer raw compute power alone; it is the speed and efficiency with which thousands of GPUs communicate with one another. That shift matters because idle GPUs are financial vandalism. Hyperscalers are spending tens of billions building AI clusters, but if the networking layer cannot move data efficiently between processors, expensive compute hardware simply sits there underutilised. In practical terms, networking has evolved from a supporting technology into one of the central determinants of AI economics. That is why Arista Networks has quietly become one of the most stra","listText":"For most of the AI boom, investors focused obsessively on who makes the chips and who rents the cloud capacity. I think that framing is already becoming outdated. The real constraint inside modern AI infrastructure is no longer raw compute power alone; it is the speed and efficiency with which thousands of GPUs communicate with one another. That shift matters because idle GPUs are financial vandalism. Hyperscalers are spending tens of billions building AI clusters, but if the networking layer cannot move data efficiently between processors, expensive compute hardware simply sits there underutilised. In practical terms, networking has evolved from a supporting technology into one of the central determinants of AI economics. That is why Arista Networks has quietly become one of the most stra","text":"For most of the AI boom, investors focused obsessively on who makes the chips and who rents the cloud capacity. I think that framing is already becoming outdated. The real constraint inside modern AI infrastructure is no longer raw compute power alone; it is the speed and efficiency with which thousands of GPUs communicate with one another. That shift matters because idle GPUs are financial vandalism. Hyperscalers are spending tens of billions building AI clusters, but if the networking layer cannot move data efficiently between processors, expensive compute hardware simply sits there underutilised. In practical terms, networking has evolved from a supporting technology into one of the central determinants of AI economics. That is why Arista Networks has quietly become one of the most 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