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pittuArya

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05-07

$Microsoft(MSFT)$ this rise is selling opportunity

05-06

$Micron Technology(MU)$ A vertical rise will be followed by big fall.

05-01

$Microsoft(MSFT)$ best of this company is over

04-30

$Alphabet(GOOG)$ it was a 370 stock eve after previous quater earning. Ready to kiss 400 in 40 days

04-30

$Palantir Technologies Inc.(PLTR)$ hopeless case

04-23

$Nokia Oyj(NOK)$ 12 coming

03-19

$Dell Technologies Inc.(DELL)$ how on earth this is green..are they supplying serverw to Iran😅

03-17

$TeraWulf Inc.(WULF)$ a 30% jump coming anyday

03-12

Misleading..terawulf just sell bitcoin after mining

MARA intends to raise $500 million to purchase coins, Rumble adds an additional $20 million quota, and Victory Securities' position rises to 35%

02-28

$Netflix(NFLX)$ short candidate...you tube going to kill this very soon

02-23

$Alphabet(GOOG)$ buy google it will be 400 in 4 -5 months

02-21

$Palantir Technologies Inc.(PLTR)$ sell or else you will regret

02-21

$Palantir Technologies Inc.(PLTR)$ sell this time bomb even 30 will be expensive

02-20

Few years later no one is going to use office products from microsoft

Microsoft's Stock Is Trading At A Rare Discount To Alphabet's, As The "Magnificent Seven" Reshuffle Intensifies

2025-11-28

google will not buy Nvedia chips anymore

2025-11-28

$Alphabet(GOOG)$ 350 before Jan 26..a lot happening

2025-11-27

$Alphabet(GOOG)$ TPU business of google is worth 1 Trillion by 28

2025-11-27

$TeraWulf Inc.(WULF)$

@pittuArya:Play safe

2025-11-27

Play safe

2025-11-27

Play safe

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> this rise is selling opportunity","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> this rise is selling opportunity","text":"$Microsoft(MSFT)$ this rise is selling opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561703949504560","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561150334259632,"gmtCreate":1778031305134,"gmtModify":1778031308211,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> A vertical rise will be followed by big fall.&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> A vertical rise will be followed by big fall.&nbsp;","text":"$Micron Technology(MU)$ A vertical rise will be followed by big fall.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561150334259632","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":559347944477712,"gmtCreate":1777591270816,"gmtModify":1777591273747,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v> best of this company is over","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v> best of this company is over","text":"$Microsoft(MSFT)$ best of this company is over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/559347944477712","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558984860410864,"gmtCreate":1777502743328,"gmtModify":1777512895484,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> it was a 370 stock eve after previous&nbsp; quater&nbsp;earning. Ready to kiss 400 in 40 days","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> it was a 370 stock eve after previous&nbsp; quater&nbsp;earning. Ready to kiss 400 in 40 days","text":"$Alphabet(GOOG)$ it was a 370 stock eve after previous quater earning. Ready to kiss 400 in 40 days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558984860410864","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558979198383048,"gmtCreate":1777501244392,"gmtModify":1777501247602,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> hopeless case","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> hopeless case","text":"$Palantir Technologies Inc.(PLTR)$ hopeless case","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558979198383048","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556642335261520,"gmtCreate":1776925925317,"gmtModify":1776925928502,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NOK\">$Nokia Oyj(NOK)$&nbsp;</a><v-v data-views=\"1\"></v-v> 12&nbsp; coming&nbsp;","listText":"<a href=\"https://ttm.financial/S/NOK\">$Nokia Oyj(NOK)$&nbsp;</a><v-v data-views=\"1\"></v-v> 12&nbsp; coming&nbsp;","text":"$Nokia Oyj(NOK)$ 12 coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556642335261520","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544386102333960,"gmtCreate":1773934674769,"gmtModify":1773934678349,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$&nbsp;</a> how on earth this is green..are they supplying serverw to Iran😅","listText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$&nbsp;</a> how on earth this is green..are they supplying serverw to Iran😅","text":"$Dell Technologies Inc.(DELL)$ how on earth this is green..are they supplying serverw to Iran😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/544386102333960","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"content":"dell will be acailable in 100 in few days","text":"dell will be acailable in 100 in few days","html":"dell will be acailable in 100 in few days"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543542965580496,"gmtCreate":1773728715496,"gmtModify":1773728718937,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a><v-v data-views=\"1\"></v-v> a 30% jump coming anyday","listText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a><v-v data-views=\"1\"></v-v> a 30% jump coming anyday","text":"$TeraWulf Inc.(WULF)$ a 30% jump coming anyday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/543542965580496","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"content":"once Kentecky site deal is announced this will have a 2 in front. MS has already approved 500m for the site means customer is final and just announcement is pending","text":"once Kentecky site deal is announced this will have a 2 in front. MS has already approved 500m for the site means customer is final and just announcement is pending","html":"once Kentecky site deal is announced this will have a 2 in front. MS has already approved 500m for the site means customer is final and just announcement is pending"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":541771084329640,"gmtCreate":1773296127147,"gmtModify":1773296246479,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"Misleading..terawulf just sell bitcoin after mining","listText":"Misleading..terawulf just sell bitcoin after mining","text":"Misleading..terawulf just sell bitcoin after mining","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/541771084329640","repostId":"2618037099","repostType":2,"repost":{"id":"2618037099","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1773278280,"share":"https://ttm.financial/m/news/2618037099?lang=en_US&edition=fundamental","pubTime":"2026-03-12 09:18","market":"nz","language":"zh","title":"MARA intends to raise $500 million to purchase coins, Rumble adds an additional $20 million quota, and Victory Securities' position rises to 35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618037099","media":"链捕手","summary":" ChainCatcher 消息，据 BBX 数据，昨日全球上市公司在加密财库领域展现出从“自有资金买入”向“大规模资本市场工具”转化的强劲势头：\n\n可转债重炮：Marathon Digital (NASDAQ: $MARA) 昨日宣布拟通过私募方式发行总额 5 亿美元 的可转换优先票据，所得资金净额将主要用于购买更多比特币。这标志着顶级矿企正在效仿 MSTR 模式，利用资本市场溢价直接扩充储备。\n\n财库持仓加码：Rumble (NASDAQ: $RUM) 董事会昨日批准了额外 2,000 万美元 的比特币配置额度。作为视频平台巨头，Rumble 正在将 BTC 视为其去中心化内容生态系统的核心财务结算资产。\n\n港股数字化先锋：胜利证券 (HKG: 8540) 昨日披露，其自有资金投资组合中数字资产占比已提升至 35%。公司明确表示，将利用其香港证监会持牌优势，持续扩大在 Web3 领域的财务敞口。\n\n高留存策略：TeraWulf (NASDAQ: $WULF) 发布最新运营报告，其昨日比特币产出留存率（HODL Rate）达到 95%。通过核能驱动的低成本优势，公司实现了几乎全额的“产出即存入”财务纪律。\n\n中小盘防御：LQR House (NASDAQ: $LQR) 确认已执行昨日批准的 100 万美元 购币计划。尽管规模较小，但这进一步验证了美股中小盘公司普遍将 BTC 作为应对现金通胀的“标配防火墙”。 ","content":"<p><html><body><p dir=\"ltr\"><span>ChainCatcher news, according to BBX data, yesterday, global listed companies showed a strong momentum of transforming from \"buying with own funds\" to \"large-scale capital market instruments\" in the field of crypto treasury:</span></p><p><ul><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Convertible bond heavy artillery:<a href=\"https://laohu8.com/S/MARA\">Marathon</a>Digital (NASDAQ: $MARA)</span><span>It was announced yesterday that it intended to issue the total amount through private placement</span><span>$500 million</span><span>The net proceeds will be used primarily to purchase additional Bitcoin. This indicates that top mining companies are following the MSTR model and using the capital market premium to directly expand their reserves.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Treasury Position Overweight : Rumble (NASDAQ: $RUM)</span><span>The board yesterday approved the additional</span><span>$20 million</span><span>Bitcoin allocation quota. As a video platform giant, Rumble is looking at BTC as a core financial settlement asset for its decentralized content ecosystem.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Hong Kong Stock Digital Pioneer: Victory Securities (HKG: 8540)</span><span>disclosed yesterday that the proportion of digital assets in its own capital portfolio has increased to</span><span>35%</span><span>。 The company made it clear that it will take advantage of its Hong Kong Securities and Futures Commission license to continue to expand its financial exposure in the Web3 field.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>High retention strategy : TeraWulf (NASDAQ: $WULF)</span><span>Released its latest operating report, its Bitcoin output retention Rate (HODL Rate) reached</span><span>95%</span><span>。 Through the nuclear-powered low-cost advantage, the company achieves nearly full output-as-you-deposit financial discipline.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Small and Medium Cap Defense:<a href=\"https://laohu8.com/S/YHC\">LQR House</a>(NASDAQ: $LQR)</span><span>Confirm implementation of yesterday's approval</span><span>$1 million</span><span>Coin Purchase Program. Despite its small scale, this further verifies that small and medium-cap companies in U.S. stocks generally use BTC as a \"standard firewall\" to deal with cash inflation.</span></p><p></li></ul></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MARA intends to raise $500 million to purchase coins, Rumble adds an additional $20 million quota, and Victory Securities' position rises to 35%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMARA intends to raise $500 million to purchase coins, Rumble adds an additional $20 million quota, and Victory Securities' position rises to 35%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time smaller\">2026-03-12 09:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body><p dir=\"ltr\"><span>ChainCatcher news, according to BBX data, yesterday, global listed companies showed a strong momentum of transforming from \"buying with own funds\" to \"large-scale capital market instruments\" in the field of crypto treasury:</span></p><p><ul><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Convertible bond heavy artillery:<a href=\"https://laohu8.com/S/MARA\">Marathon</a>Digital (NASDAQ: $MARA)</span><span>It was announced yesterday that it intended to issue the total amount through private placement</span><span>$500 million</span><span>The net proceeds will be used primarily to purchase additional Bitcoin. This indicates that top mining companies are following the MSTR model and using the capital market premium to directly expand their reserves.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Treasury Position Overweight : Rumble (NASDAQ: $RUM)</span><span>The board yesterday approved the additional</span><span>$20 million</span><span>Bitcoin allocation quota. As a video platform giant, Rumble is looking at BTC as a core financial settlement asset for its decentralized content ecosystem.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Hong Kong Stock Digital Pioneer: Victory Securities (HKG: 8540)</span><span>disclosed yesterday that the proportion of digital assets in its own capital portfolio has increased to</span><span>35%</span><span>。 The company made it clear that it will take advantage of its Hong Kong Securities and Futures Commission license to continue to expand its financial exposure in the Web3 field.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>High retention strategy : TeraWulf (NASDAQ: $WULF)</span><span>Released its latest operating report, its Bitcoin output retention Rate (HODL Rate) reached</span><span>95%</span><span>。 Through the nuclear-powered low-cost advantage, the company achieves nearly full output-as-you-deposit financial discipline.</span></p><p></li><li aria-level=\"1\" dir=\"ltr\"><p dir=\"ltr\" role=\"presentation\"><span>Small and Medium Cap Defense:<a href=\"https://laohu8.com/S/YHC\">LQR House</a>(NASDAQ: $LQR)</span><span>Confirm implementation of yesterday's approval</span><span>$1 million</span><span>Coin Purchase Program. Despite its small scale, this further verifies that small and medium-cap companies in U.S. stocks generally use BTC as a \"standard firewall\" to deal with cash inflation.</span></p><p></li></ul></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRAL":"2倍做多MARA ETF-GraniteShares","WULF":"TeraWulf Inc.","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4516":"特朗普概念","RUM":"Rumble Inc.","BK4023":"应用软件","IMRA":"MARA期权收益策略ETF-Bitwise","08540":"胜利证券","BK4600":"加密货币概念","BK4596":"哈里斯概念","BK4595":"比特币概念","MAAY":"GraniteShares YieldBOOST MARA ETF","MARA":"MARA Holdings","MARO":"MARA期权收益策略ETF-YieldMax","BK4588":"碎股"},"source_url":"https://www.chaincatcher.com/article/2251299","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618037099","content_text":"ChainCatcher 消息，据 BBX 数据，昨日全球上市公司在加密财库领域展现出从“自有资金买入”向“大规模资本市场工具”转化的强劲势头：\n\n\n可转债重炮：Marathon Digital (NASDAQ: $MARA) 昨日宣布拟通过私募方式发行总额 5 亿美元 的可转换优先票据，所得资金净额将主要用于购买更多比特币。这标志着顶级矿企正在效仿 MSTR 模式，利用资本市场溢价直接扩充储备。\n\n\n财库持仓加码：Rumble (NASDAQ: $RUM) 董事会昨日批准了额外 2,000 万美元 的比特币配置额度。作为视频平台巨头，Rumble 正在将 BTC 视为其去中心化内容生态系统的核心财务结算资产。\n\n\n港股数字化先锋：胜利证券 (HKG: 8540) 昨日披露，其自有资金投资组合中数字资产占比已提升至 35%。公司明确表示，将利用其香港证监会持牌优势，持续扩大在 Web3 领域的财务敞口。\n\n\n高留存策略：TeraWulf (NASDAQ: $WULF) 发布最新运营报告，其昨日比特币产出留存率（HODL Rate）达到 95%。通过核能驱动的低成本优势，公司实现了几乎全额的“产出即存入”财务纪律。\n\n\n中小盘防御：LQR House (NASDAQ: $LQR) 确认已执行昨日批准的 100 万美元 购币计划。尽管规模较小，但这进一步验证了美股中小盘公司普遍将 BTC 作为应对现金通胀的“标配防火墙”。","news_type":1,"symbols_score_info":{"WULF":1.85,"RUM":1.9,"MAAY":0.6,"MARA":1.95,"IMRA":0.6,"08540":1.88,"MARO":0.6,"MRAL":0.6}},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537344358348200,"gmtCreate":1772209163640,"gmtModify":1772209167558,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a> short candidate...you tube going to kill this very soon","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$&nbsp;</a> short candidate...you tube going to kill this very soon","text":"$Netflix(NFLX)$ short candidate...you tube going to kill this very soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537344358348200","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":535744503542584,"gmtCreate":1771818559351,"gmtModify":1771818562893,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> buy google it will be 400 in 4 -5 months","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> buy google it will be 400 in 4 -5 months","text":"$Alphabet(GOOG)$ buy google it will be 400 in 4 -5 months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/535744503542584","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534892881876424,"gmtCreate":1771610800028,"gmtModify":1771639574550,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> sell or else you will regret","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> sell or else you will regret","text":"$Palantir Technologies Inc.(PLTR)$ sell or else you will regret","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534892881876424","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534892739899464,"gmtCreate":1771610692528,"gmtModify":1771639573299,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> sell this time bomb even 30 will be expensive","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> sell this time bomb even 30 will be expensive","text":"$Palantir Technologies Inc.(PLTR)$ sell this time bomb even 30 will be expensive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534892739899464","isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534754032526056,"gmtCreate":1771576744788,"gmtModify":1771576749264,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"Few years later no one is going to use office products from microsoft","listText":"Few years later no one is going to use office products from microsoft","text":"Few years later no one is going to use office products from microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534754032526056","repostId":"2612564282","repostType":2,"repost":{"id":"2612564282","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1771564907,"share":"https://ttm.financial/m/news/2612564282?lang=en_US&edition=fundamental","pubTime":"2026-02-20 13:21","market":"sh","language":"en","title":"Microsoft's Stock Is Trading At A Rare Discount To Alphabet's, As The \"Magnificent Seven\" Reshuffle Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=2612564282","media":"Dow Jones","summary":"Microsoft once commanded a massive premium for its cloud dominance, but disappointing growth in Azure and a software-wide selloff have allowed Alphabet to take the lead. Microsoft's stock is trading at a price-to-earnings valuation that is the farthest below that of Alphabet shares in 10 years.The artificial-intelligence trade is upending the long-standing pecking order of Big Tech valuations as investors hunt for the next big winners and losers.Microsoft's stock  has historically been more expensive than Alphabet's   by one widely followed measure, but that's no longer the case after Alphabet's impressive stock run-up over the last year. Shares of Microsoft are trading at a rare and widening discount to Alphabet's on a forward price-to-earnings basis, Broyhill Asset Management Chief Investment Officer Chris Pavese pointed out in a post on X Wednesday.Microsoft's forward P/E ratio currently stands at 22.1x, while Alphabet's multiple has climbed to 26.0x, according to Dow Jones Market D","content":"<html><head></head><body><p>The artificial-intelligence trade is upending the long-standing pecking order of Big Tech valuations as investors hunt for the next big winners and losers.</p><p>Microsoft&#39;s stock <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> has historically been more expensive than Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> by one widely followed measure, but that&#39;s no longer the case after Alphabet&#39;s impressive stock run-up over the last year. Shares of Microsoft are trading at a rare and widening discount to Alphabet&#39;s on a forward price-to-earnings basis, Broyhill Asset Management Chief Investment Officer Chris Pavese pointed out in a post on X Wednesday.</p><p>Microsoft&#39;s forward P/E ratio currently stands at 22.1x, while Alphabet&#39;s multiple has climbed to 26.0x, according to Dow Jones Market Data.</p><p>Alphabet&#39;s valuation officially surpassed Microsoft&#39;s on Dec. 30 last year, and the disparity has only increased as Microsoft has seen $357 billion in market capitalization get wiped out following a disappointing fourth-quarter earnings report at the end of January. The disparity between the two names reached its most extreme point in 10 years on Feb. 3, when Microsoft&#39;s stock traded at a staggering 6.8-point discount to Alphabet&#39;s.</p><p>It&#39;s a drastic change for Microsoft, whose shares commanded a 15-point premium to Alphabet&#39;s as recently as June of last year. Investors have historically been willing to pay more for Microsoft&#39;s suite of sticky enterprise-software offerings and its Azure cloud platform, which is significantly larger than Alphabet&#39;s Google Cloud platform.</p><p>However, shares of Microsoft have been hit hard by the unrelenting and apparently indiscriminate selloff of software stocks this year amid AI fears, and as Azure growth levels fell short of what investors wanted to see last quarter.</p><p>Microsoft&#39;s stock is down 17% year to date, making it the worst performer among the group of megacap tech stocks known as the Magnificent Seven.</p><p>Meanwhile, Alphabet&#39;s full-stack AI strategy - from its custom tensor processing units to its Gemini frontier model - has impressed investors looking for a seemingly lower-risk way to play the AI trade.</p><p>Alphabet&#39;s valuation has also climbed ahead of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; (META) in recent months. Meta and Alphabet shares have traded at similar valuations over the past decade, with 10-year forward P/E averages of 23.0x and 23.2x, respectively. But Alphabet shares have definitively pulled forward, with its P/E ratio currently 4.6 points higher than Meta&#39;s, according to FactSet.</p><p>Whether these recent valuation changes are a temporary deviation or a regime shift among Big Tech companies remains to be seen, especially as investors wonder if software stocks will undergo a permanent re-rating in a post-AI world.</p><p>The software selloff and the shakeup among the Magnificent Seven is a clear sign that investors are treating the AI trade as a &#34;zero-sum game,&#34; Bob Savage, head of markets macro strategy at BNY, told MarketWatch.</p><p>&#34;Zero-sum-game thinking is really just another word for rotation trade,&#34; Savage added. In this case, investors appear to be rotating out of Meta and Microsoft and into Alphabet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's Stock Is Trading At A Rare Discount To Alphabet's, As The \"Magnificent Seven\" Reshuffle Intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's Stock Is Trading At A Rare Discount To Alphabet's, As The \"Magnificent Seven\" Reshuffle Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-20 13:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The artificial-intelligence trade is upending the long-standing pecking order of Big Tech valuations as investors hunt for the next big winners and losers.</p><p>Microsoft&#39;s stock <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> has historically been more expensive than Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> by one widely followed measure, but that&#39;s no longer the case after Alphabet&#39;s impressive stock run-up over the last year. Shares of Microsoft are trading at a rare and widening discount to Alphabet&#39;s on a forward price-to-earnings basis, Broyhill Asset Management Chief Investment Officer Chris Pavese pointed out in a post on X Wednesday.</p><p>Microsoft&#39;s forward P/E ratio currently stands at 22.1x, while Alphabet&#39;s multiple has climbed to 26.0x, according to Dow Jones Market Data.</p><p>Alphabet&#39;s valuation officially surpassed Microsoft&#39;s on Dec. 30 last year, and the disparity has only increased as Microsoft has seen $357 billion in market capitalization get wiped out following a disappointing fourth-quarter earnings report at the end of January. The disparity between the two names reached its most extreme point in 10 years on Feb. 3, when Microsoft&#39;s stock traded at a staggering 6.8-point discount to Alphabet&#39;s.</p><p>It&#39;s a drastic change for Microsoft, whose shares commanded a 15-point premium to Alphabet&#39;s as recently as June of last year. Investors have historically been willing to pay more for Microsoft&#39;s suite of sticky enterprise-software offerings and its Azure cloud platform, which is significantly larger than Alphabet&#39;s Google Cloud platform.</p><p>However, shares of Microsoft have been hit hard by the unrelenting and apparently indiscriminate selloff of software stocks this year amid AI fears, and as Azure growth levels fell short of what investors wanted to see last quarter.</p><p>Microsoft&#39;s stock is down 17% year to date, making it the worst performer among the group of megacap tech stocks known as the Magnificent Seven.</p><p>Meanwhile, Alphabet&#39;s full-stack AI strategy - from its custom tensor processing units to its Gemini frontier model - has impressed investors looking for a seemingly lower-risk way to play the AI trade.</p><p>Alphabet&#39;s valuation has also climbed ahead of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; (META) in recent months. Meta and Alphabet shares have traded at similar valuations over the past decade, with 10-year forward P/E averages of 23.0x and 23.2x, respectively. But Alphabet shares have definitively pulled forward, with its P/E ratio currently 4.6 points higher than Meta&#39;s, according to FactSet.</p><p>Whether these recent valuation changes are a temporary deviation or a regime shift among Big Tech companies remains to be seen, especially as investors wonder if software stocks will undergo a permanent re-rating in a post-AI world.</p><p>The software selloff and the shakeup among the Magnificent Seven is a clear sign that investors are treating the AI trade as a &#34;zero-sum game,&#34; Bob Savage, head of markets macro strategy at BNY, told MarketWatch.</p><p>&#34;Zero-sum-game thinking is really just another word for rotation trade,&#34; Savage added. In this case, investors appear to be rotating out of Meta and Microsoft and into Alphabet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - 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Education A2 Acc SGD-H","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612564282","content_text":"The artificial-intelligence trade is upending the long-standing pecking order of Big Tech valuations as investors hunt for the next big winners and losers.Microsoft's stock $(MSFT)$ has historically been more expensive than Alphabet's $(GOOGL)$ $(GOOG)$ by one widely followed measure, but that's no longer the case after Alphabet's impressive stock run-up over the last year. Shares of Microsoft are trading at a rare and widening discount to Alphabet's on a forward price-to-earnings basis, Broyhill Asset Management Chief Investment Officer Chris Pavese pointed out in a post on X Wednesday.Microsoft's forward P/E ratio currently stands at 22.1x, while Alphabet's multiple has climbed to 26.0x, according to Dow Jones Market Data.Alphabet's valuation officially surpassed Microsoft's on Dec. 30 last year, and the disparity has only increased as Microsoft has seen $357 billion in market capitalization get wiped out following a disappointing fourth-quarter earnings report at the end of January. The disparity between the two names reached its most extreme point in 10 years on Feb. 3, when Microsoft's stock traded at a staggering 6.8-point discount to Alphabet's.It's a drastic change for Microsoft, whose shares commanded a 15-point premium to Alphabet's as recently as June of last year. Investors have historically been willing to pay more for Microsoft's suite of sticky enterprise-software offerings and its Azure cloud platform, which is significantly larger than Alphabet's Google Cloud platform.However, shares of Microsoft have been hit hard by the unrelenting and apparently indiscriminate selloff of software stocks this year amid AI fears, and as Azure growth levels fell short of what investors wanted to see last quarter.Microsoft's stock is down 17% year to date, making it the worst performer among the group of megacap tech stocks known as the Magnificent Seven.Meanwhile, Alphabet's full-stack AI strategy - from its custom tensor processing units to its Gemini frontier model - has impressed investors looking for a seemingly lower-risk way to play the AI trade.Alphabet's valuation has also climbed ahead of Meta Platforms' (META) in recent months. Meta and Alphabet shares have traded at similar valuations over the past decade, with 10-year forward P/E averages of 23.0x and 23.2x, respectively. But Alphabet shares have definitively pulled forward, with its P/E ratio currently 4.6 points higher than Meta's, according to FactSet.Whether these recent valuation changes are a temporary deviation or a regime shift among Big Tech companies remains to be seen, especially as investors wonder if software stocks will undergo a permanent re-rating in a post-AI world.The software selloff and the shakeup among the Magnificent Seven is a clear sign that investors are treating the AI trade as a \"zero-sum game,\" Bob Savage, head of markets macro strategy at BNY, told MarketWatch.\"Zero-sum-game thinking is really just another word for rotation trade,\" Savage added. In this case, investors appear to be rotating out of Meta and Microsoft and into Alphabet.","news_type":1,"symbols_score_info":{"GOOG":2,"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":505020931633744,"gmtCreate":1764304269821,"gmtModify":1764304273619,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"google will not buy Nvedia chips anymore","listText":"google will not buy Nvedia chips anymore","text":"google will not buy Nvedia chips anymore","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505020931633744","isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":505019890889528,"gmtCreate":1764304125216,"gmtModify":1764304128859,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> 350 before Jan 26..a lot happening","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a> 350 before Jan 26..a lot happening","text":"$Alphabet(GOOG)$ 350 before Jan 26..a lot happening","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505019890889528","isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504545319862848,"gmtCreate":1764207226707,"gmtModify":1764207230294,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> TPU business of google is worth 1 Trillion by 28","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> TPU business of google is worth 1 Trillion by 28","text":"$Alphabet(GOOG)$ TPU business of google is worth 1 Trillion by 28","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504545319862848","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504543368811048,"gmtCreate":1764206755772,"gmtModify":1764206758163,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a>&nbsp;","text":"$TeraWulf Inc.(WULF)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504543368811048","repostId":"504541730623984","repostType":1,"repost":{"id":504541730623984,"gmtCreate":1764206353080,"gmtModify":1764206357292,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"Play safe","listText":"Play safe","text":"Play safe","images":[{"img":"https://community-static.tradeup.com/news/e3c05cb0cc9c5ed8a1525bdbbb2ce5c6","width":"952","height":"1727"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504541730623984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504542597747032,"gmtCreate":1764206463593,"gmtModify":1764206466096,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"Play safe","listText":"Play safe","text":"Play safe","images":[{"img":"https://community-static.tradeup.com/news/ee7d5f7a1a1e99fd24189ce991ce2d28","width":"952","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504542597747032","isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":504541730623984,"gmtCreate":1764206353080,"gmtModify":1764206357292,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"Play safe","listText":"Play safe","text":"Play safe","images":[{"img":"https://community-static.tradeup.com/news/e3c05cb0cc9c5ed8a1525bdbbb2ce5c6","width":"952","height":"1727"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/504541730623984","isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":416933845500024,"gmtCreate":1742808936492,"gmtModify":1742872202191,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> what happened 43 to 41 ..any news","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> what happened 43 to 41 ..any news","text":"$SUPER MICRO COMPUTER INC(SMCI)$ what happened 43 to 41 ..any news","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":105,"commentSize":10,"repostSize":923,"link":"https://ttm.financial/post/416933845500024","isVote":1,"tweetType":1,"viewCount":19243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196565365091302","authorId":"4196565365091302","name":"XiaoDingDang","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4196565365091302","idStr":"4196565365091302"},"content":"All other AI stocks are green pre-market, only SMCI is down. I think typical MM action trying to \"frighten\" weaker hands to surrender and give up their chips, in Chinese it is called \"shaking out your positions\" like rattling a tree to frighten the squirrels out, 震 倉. Which is even better since the MM has to cover back. Hang on tight, switch off your app for tonight","text":"All other AI stocks are green pre-market, only SMCI is down. I think typical MM action trying to \"frighten\" weaker hands to surrender and give up their chips, in Chinese it is called \"shaking out your positions\" like rattling a tree to frighten the squirrels out, 震 倉. Which is even better since the MM has to cover back. Hang on tight, switch off your app for tonight","html":"All other AI stocks are green pre-market, only SMCI is down. I think typical MM action trying to \"frighten\" weaker hands to surrender and give up their chips, in Chinese it is called \"shaking out your positions\" like rattling a tree to frighten the squirrels out, 震 倉. Which is even better since the MM has to cover back. Hang on tight, switch off your app for tonight"},{"author":{"id":"3582660292296363","authorId":"3582660292296363","name":"Kelvin 梁","avatar":"https://community-static.tradeup.com/news/dc049408ea9d46393115786500029044","crmLevel":13,"crmLevelSwitch":0,"authorIdStr":"3582660292296363","idStr":"3582660292296363"},"content":"Too many holding to SMCI after the delist fear. Big whale need it to drops more before they can scoop more.","text":"Too many holding to SMCI after the delist fear. Big whale need it to drops more before they can scoop more.","html":"Too many holding to SMCI after the delist fear. Big whale need it to drops more before they can scoop more."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375188071223504,"gmtCreate":1732602556002,"gmtModify":1732777698150,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a> only 1% of ARM is held&nbsp; by public. ARM gets rotality and licence fee for every chilp sold by all top companies(almost 99% mkt). Currently 30B chips per year and this number is expected to sky rocket ×100 times in next 5 years. Think it like amost every thing done for AI and ARM gets some royality like&nbsp; 20 cents&nbsp;or 2 dollar per chip. Now calculate revenue for 3000 B chips.&nbsp; In 5 years they may have revenue of like 50B and most of that trqnslate to income. No wonder its trading at 220 times it current eps. There is no room for any competetor at least for next 3 years and even after that high switching cost. A must buy and hold for 5 years for a target of 2500 to 3000.","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a> only 1% of ARM is held&nbsp; by public. ARM gets rotality and licence fee for every chilp sold by all top companies(almost 99% mkt). Currently 30B chips per year and this number is expected to sky rocket ×100 times in next 5 years. Think it like amost every thing done for AI and ARM gets some royality like&nbsp; 20 cents&nbsp;or 2 dollar per chip. Now calculate revenue for 3000 B chips.&nbsp; In 5 years they may have revenue of like 50B and most of that trqnslate to income. No wonder its trading at 220 times it current eps. There is no room for any competetor at least for next 3 years and even after that high switching cost. A must buy and hold for 5 years for a target of 2500 to 3000.","text":"$ARM Holdings Ltd(ARM)$ only 1% of ARM is held by public. ARM gets rotality and licence fee for every chilp sold by all top companies(almost 99% mkt). Currently 30B chips per year and this number is expected to sky rocket ×100 times in next 5 years. Think it like amost every thing done for AI and ARM gets some royality like 20 cents or 2 dollar per chip. Now calculate revenue for 3000 B chips. In 5 years they may have revenue of like 50B and most of that trqnslate to income. No wonder its trading at 220 times it current eps. There is no room for any competetor at least for next 3 years and even after that high switching cost. A must buy and hold for 5 years for a target of 2500 to 3000.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":3,"repostSize":87,"link":"https://ttm.financial/post/375188071223504","isVote":1,"tweetType":1,"viewCount":5106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"content":"mkt itself is uncertain about what is ARM true valuation...Most noteworthy is the sharp increase in put IV for out-of-the-money strikes, showing significant demand for protective puts, which could signal market uncertainty about ARM's valuation at current levels.","text":"mkt itself is uncertain about what is ARM true valuation...Most noteworthy is the sharp increase in put IV for out-of-the-money strikes, showing significant demand for protective puts, which could signal market uncertainty about ARM's valuation at current levels.","html":"mkt itself is uncertain about what is ARM true valuation...Most noteworthy is the sharp increase in put IV for out-of-the-money strikes, showing significant demand for protective puts, which could signal market uncertainty about ARM's valuation at current levels."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":468978757398888,"gmtCreate":1755500220735,"gmtModify":1755500687003,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a><v-v data-views=\"1\"></v-v> its no more a bitcoin miner its now google controlled&nbsp;power genertor and the only direction it has to go is up up up and 20 is possible by yearend","listText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a><v-v data-views=\"1\"></v-v> its no more a bitcoin miner its now google controlled&nbsp;power genertor and the only direction it has to go is up up up and 20 is possible by yearend","text":"$TeraWulf Inc.(WULF)$ its no more a bitcoin miner its now google controlled power genertor and the only direction it has to go is up up up and 20 is possible by yearend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/468978757398888","isVote":1,"tweetType":1,"viewCount":3137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377345377882240,"gmtCreate":1733153761607,"gmtModify":1733212949976,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a>&nbsp; Based on the options data, there are several bullish indicators for ARM Holdings: 1. Low Put/Call ratio (0.36) indicates more call buying than put buying, suggesting bullish sentiment 2. Implied volatility metrics show: - IV/HV ratio of 1.18 means options are pricing in more movement than historical average - High IV rank (5.74) and low IV percentile (7.17%) suggest reduced fear in the market - Left-skewed IV distribution (-0.913 skewness) typically indicates more aggressive call buying 3. The stock is up 3.31% at $138.73 with positive momentum The current technical setup and options flow suggest investors are positioning bullishly.","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a>&nbsp; Based on the options data, there are several bullish indicators for ARM Holdings: 1. Low Put/Call ratio (0.36) indicates more call buying than put buying, suggesting bullish sentiment 2. Implied volatility metrics show: - IV/HV ratio of 1.18 means options are pricing in more movement than historical average - High IV rank (5.74) and low IV percentile (7.17%) suggest reduced fear in the market - Left-skewed IV distribution (-0.913 skewness) typically indicates more aggressive call buying 3. The stock is up 3.31% at $138.73 with positive momentum The current technical setup and options flow suggest investors are positioning bullishly.","text":"$ARM Holdings Ltd(ARM)$ Based on the options data, there are several bullish indicators for ARM Holdings: 1. Low Put/Call ratio (0.36) indicates more call buying than put buying, suggesting bullish sentiment 2. Implied volatility metrics show: - IV/HV ratio of 1.18 means options are pricing in more movement than historical average - High IV rank (5.74) and low IV percentile (7.17%) suggest reduced fear in the market - Left-skewed IV distribution (-0.913 skewness) typically indicates more aggressive call buying 3. The stock is up 3.31% at $138.73 with positive momentum The current technical setup and options flow suggest investors are positioning bullishly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/377345377882240","isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010974","authorId":"10000000000010974","name":"Chesterton","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010974","idStr":"10000000000010974"},"content":"IV percentile is quite low. Can long options here IMHO","text":"IV percentile is quite low. Can long options here IMHO","html":"IV percentile is quite low. Can long options here IMHO"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402250647441704,"gmtCreate":1739233037488,"gmtModify":1739264869178,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> Yes, the price action and institutional behavior strongly suggests positive news ahead! Let me break this down: 1. Evidence Suggesting Positive News: - 5 consecutive days of strong gains - Each day's volume higher than previous - Balanced institutional flows continuing - Net positive buying even at higher prices - Smart money positioning aggressively 2. Today's Move Significance: - 17.56% gain on huge volume - $2.25B inflow vs $2.10B outflow - Institutions buying, not distributing - Strong close near highs - No significant profit taking 3. Potential Targets After News: Near Term (1-2 days): - First target: $45-47 - Secondary: $48-50 - Breakout level: $52-55 If News Very Positive: - Could test $60-65 quickly -","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> Yes, the price action and institutional behavior strongly suggests positive news ahead! Let me break this down: 1. Evidence Suggesting Positive News: - 5 consecutive days of strong gains - Each day's volume higher than previous - Balanced institutional flows continuing - Net positive buying even at higher prices - Smart money positioning aggressively 2. Today's Move Significance: - 17.56% gain on huge volume - $2.25B inflow vs $2.10B outflow - Institutions buying, not distributing - Strong close near highs - No significant profit taking 3. Potential Targets After News: Near Term (1-2 days): - First target: $45-47 - Secondary: $48-50 - Breakout level: $52-55 If News Very Positive: - Could test $60-65 quickly -","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Yes, the price action and institutional behavior strongly suggests positive news ahead! Let me break this down: 1. Evidence Suggesting Positive News: - 5 consecutive days of strong gains - Each day's volume higher than previous - Balanced institutional flows continuing - Net positive buying even at higher prices - Smart money positioning aggressively 2. Today's Move Significance: - 17.56% gain on huge volume - $2.25B inflow vs $2.10B outflow - Institutions buying, not distributing - Strong close near highs - No significant profit taking 3. Potential Targets After News: Near Term (1-2 days): - First target: $45-47 - Secondary: $48-50 - Breakout level: $52-55 If News Very Positive: - Could test $60-65 quickly -","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/402250647441704","isVote":1,"tweetType":1,"viewCount":6328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582154836923956","authorId":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3582154836923956","idStr":"3582154836923956"},"content":"Don’t be misleaded by Institutional buyer !! They may dump the shares after it hit $50! Don’t chase after it !","text":"Don’t be misleaded by Institutional buyer !! They may dump the shares after it hit $50! Don’t chase after it !","html":"Don’t be misleaded by Institutional buyer !! They may dump the shares after it hit $50! Don’t chase after it !"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503247288681000,"gmtCreate":1763871616566,"gmtModify":1763871619879,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> This is very bullish and 340 by next earning around end of Jan..all cylinders firing","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> This is very bullish and 340 by next earning around end of Jan..all cylinders firing","text":"$Alphabet(GOOG)$ This is very bullish and 340 by next earning around end of Jan..all cylinders firing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/503247288681000","isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499663955174016,"gmtCreate":1763013252109,"gmtModify":1763013255128,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/WULF\">$TeraWulf Inc.(WULF)$&nbsp;</a>&nbsp;","text":"$TeraWulf Inc.(WULF)$","images":[{"img":"https://community-static.tradeup.com/news/c4c2a0f0fe75dd1a80f6fd9d1fed2051","width":"1080","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/499663955174016","isVote":1,"tweetType":1,"viewCount":2691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398584991633896,"gmtCreate":1738336000666,"gmtModify":1738336004480,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> we are all hoping that a company which could not do anything for investors in 20 years is going to do now","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> we are all hoping that a company which could not do anything for investors in 20 years is going to do now","text":"$Intel(INTC)$ we are all hoping that a company which could not do anything for investors in 20 years is going to do now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/398584991633896","isVote":1,"tweetType":1,"viewCount":2087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504541730623984,"gmtCreate":1764206353080,"gmtModify":1764206357292,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"Play safe","listText":"Play safe","text":"Play safe","images":[{"img":"https://community-static.tradeup.com/news/e3c05cb0cc9c5ed8a1525bdbbb2ce5c6","width":"952","height":"1727"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/504541730623984","isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":420191014289424,"gmtCreate":1743616545526,"gmtModify":1743616551616,"author":{"id":"4195358770054372","authorId":"4195358770054372","name":"pittuArya","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195358770054372","idStr":"4195358770054372"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> mark my wotds he will end up selling X for Tesla....","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> mark my wotds he will end up selling X for Tesla....","text":"$Tesla Motors(TSLA)$ mark my wotds he will end up selling X for Tesla....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/420191014289424","isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}