To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ delivered a blowout Q4 earnings report, beating expectations across revenue, margins and profits, and pushing the stock to new highs.📊 TSMC Q4 Highlights (Beat Across the Board)Revenue: TWD 1.05T (vs. 1.02T est.)Gross Margin: 62.3% (vs. 60.6%)Net Income: TWD 505.7B (vs. 475.2B)TSM has now climbed to become the 6th largest company globally by market cap.Revenue reached TWD 1.05 trillion, gross margin came in at 62.3%, and net income exceeded forecasts, lifting TSM into the position of the world’s 6th-largest company by market cap.Semiconductor Stocks JumpThe impact quickly spread across the semiconductor sector.$ASML Holding NV(ASML)$ saw its market cap break above

The January 2026 earnings season has started on a rough note for U.S. banks.All major US banks have now reported their results. Although each bank has a different business focus, increasing short-term spending on future technologies, particularly AI, has become an industry-wide consensus.However, the market’s reaction has been notably pragmatic: tolerance for rising expenses is fading, and the test of ROI (return on investment) has officially begun.Management teams repeatedly emphasized AI, data centers, and automation as long-term necessities. But the market is no longer rewarding spending on trust alone.Big bank earnings brief$Bank of America(BAC)$ delivered both EPS and revenue beats, supported by strong equity trading and a ~10% YoY increase in

AI is no longer just a chip story — it’s showing up in retail, pharma, and healthcare services. The recent moves in $Wal-Mart(WMT)$ , $NVIDIA(NVDA)$ , $Eli Lilly(LLY)$ , and $Tempus AI(TEM)$ are not random.1. What happened to this traditional giants and AI stars?Walmart hit fresh highs as investors price in potential Nasdaq-100 inclusion and Google’s expansion of Gemini shopping. The upgrade turns Gemini from a recommendation assistant into a “virtual merchant” that can complete purchases, with Walmart among the retail partners.At the same time, Nvidia and Eli Lilly announced a Bay Area joint research lab, with $1 billion c

Thank you all so much for your participation over the past year — our topic rewards program has officially reached its 40th edition!That said, we’d like to share an update: going forward, topic rewards will be merged with the Star Contributor Awards @TigerStars and will no longer be distributed as a standalone reward.However, posts participating in topic discussions will continue to receive priority for Picks or Ideas, and topic rewards of 5–50 Tiger Coins & lucky tigers will remain in effect.We hope the new year brings everyone great returns and plenty of wins. If you have any questions, feel free to contact me in the comment section or by email: changtongtong@itiger.comIt’s time to announce the winners again! Let’s reveal last we

Global index provider MSCI announced it will maintain its current treatment of so-called “crypto treasury companies.” This means firms like $Strategy(MSTR)$ — which hold Bitcoin as a core asset — are not being removed from major indexes, for now.On the news, MSTR rebounded 6% this week. Some investors now argue: MSTR may already be near its downside floor.However, Ray Dalio, founder of Bridgewater Associates, warns that crypto is being repriced by U.S. political cycles.output0.pngIs Crypto Running Out of Time?2026 U.S. midterm elections are approaching. Prediction market Polymarket shows a 79% probability that Democrats regain the House in 2026If that happens, today’s pro-crypto policy momentum could fade quickly.The most important variable is th

$S&P 500(.SPX)$ and $Dow Jones(.DJI)$ both closed at record highs. The Dow rose 0.99% to 49,462.08, historically breaking through the key psychological level of 49,000. The S&P 500 also set a new record, gaining 0.62% to close at 6,944.82.As January goes, so goes the year. When January closes positive, the S&P 500 is higher 89% of the time, with an average gain of 17% and an average maximum drawdown of 10.5%. When January is negative, average returns fall to -1.8%, with only a 50% hit rate and deeper market drawdowns.Beyond the January Effect: Capital Is Looking at MemoryCapital is accelerating its rotation away from extremely crowded AI mega-cap leaders and spreading deeper into the supply ch

If CES 2026 can be summed up in one sentence, it’s this: AI is no longer just about stronger models—it’s truly entering the real world, forcing a full re-pricing of energy, compute, and infrastructure.NVIDIA opened strong but closed weaker, suggesting capital markets weren’t fully satisfied. But don’t overlook this all-in-AI starting point. Let’s walk through the three biggest CES highlights.1. From “Single-Card Performance” to “System-Level AI Supercomputing”: NVIDIA Rubin vs. AMD HeliosNVIDIA broke with its CES tradition of launching new consumer GPUs—and went all in on AI.1) Rubin lifts data-center revenue expectationsIf Blackwell pushed the limits of single-GPU performance, Rubin tackles the problem of system-scale deployment. It’s expected to launch in 2H 2026Rubin delivers 5× inferen

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