To The Moon

A new year begins. If investing were a horse race, what kind of horse are you? Pick your 2026 investing identity. The explosive dark horse chasing multi-baggers? The long-distance thoroughbred compounding quietly for years? Or the steady workhorse focused on dividends and stability? output0.png 🐎 How to Join Comment below with: Your investing “horse type” + One short reason why Choose your camp: 1️⃣ Dark Horse Hunts undervalued, high-upside plays. 2️⃣ Long-Distance Horse Believes in long-term compounding and core holdings. 3️⃣ Steady Horse Focused on dividends and consistent returns. Example: Dark Horse — Volatility is opportunity. I look for mispriced growth. Reward 🎁 Participation: 5 Tiger Coins 🏆 Top 10 most compelling responses: 188 Tiger Coins

The market narrative for February was completely rewritten in its final hours by geopolitical turbulence. Moving from early-month AI mania to a late-month "safe-haven" mode. 📉 Index Performance: A "Late-Winter Chill" for Tech $NASDAQ(.IXIC)$ : -3.38% – The epicentrer of the sell-off; late-month "panic selling" amplified the decline. $S&P 500(.SPX)$ : -0.87% – This marks the largest monthly drop in nearly a year. (Context: The last major crash was in March of last year at -5.75%. Will history repeat itself this March?) $Dow Jones(.DJI)$ : +0.17% – Bucking the trend, the Dow showed extraordinary resilience thanks to energy and traditional industrial sectors. I

After months of uncertainty surrounding its proposed $82.7B acquisition, $Netflix(NFLX)$ walked away — and the stock surged 13%. The rally wasn’t about sudden earnings strength. It was about risk removal. By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle. The stock had fallen nearly 20% during the deal uncertainty phase, reflecting risk discounting rather than fundamental deterioration. With that overhang

Q4 revenue hit $770 million, far exceeding market expectations of $740 million; adjusted EBITDA soared 412% YoY. Following the release of the earnings report, $Circle Internet Corp.(CRCL)$ surged nearly 35%! Against the backdrop of overall volatility in the crypto market, this report acted like a "shot of adrenaline," with many even believing that today's Bitcoin rise was driven by Circle. 1. Stellar earnings data proves the 30% surge! In a market where SaaS is generally being shorted, Circle's subscription revenue is instead growing significantly. It’s not that the subscription model no longer works, but whether your service meets the needs of the new era. Revenue: Q4 recorded $770 million, up 77% YoY. Total annual revenue reached $2.75 billion.

In early February, U.S. tech stocks narrowly escaped a scare triggered by fears that "AI software might be replaced." Although the partnership between AMD and Meta restored some confidence yesterday, the market remains on edge. Over the past three months, software stocks have endured a "massacre." Investors previously assumed that AI Agents would act like bulldozers, leveling traditional software companies. However, a recent presentation by AI giant Anthropic shifted the narrative: Claude no longer aims to be the "Terminator"; it wants to be a "Partner." Market Status: From "Universal Hype" to "Selective Picking" Recent price action shows a shift in the market's attitude toward AI: Focus on Efficiency, Not Just Growth: Previously, simply mentioning "AI" sent stock prices up. Now, if your A

Tomorrow after the close, $NVIDIA(NVDA)$ will report earnings.On one side, Wall Street’s ever-rising expectations; on the other, macro geopolitical tensions, renewed tariff noise tied to Trump, and growing market anxiety over whether AI spending can stay this hot into 2027.1. Earnings Expectations: Good News May No Longer Be EnoughCurrent consensus puts Q4 revenue around $57 billion, with data center expectations the most aggressive — analysts have lifted forecasts from about $52.7B six months ago to roughly $60.1B now.Recently, even when Nvidia beats expectations, the stock hasn’t reacted strongly. Once “surprise” becomes standard, marginal impact declines. Options pricing currently implies about a ~6% move this week — in either direction.2. Valu

The 5th day of the Lunar New Year is widely known as the day to Welcome the Fortune God (Caishen). Traditionally, we set off firecrackers and open our doors wide to drive away "poverty" and invite wealth and prosperity for the year ahead. In the Year of the Horse, successful investing is all about speed and foresight. Fortune favors the prepared mind! Before the markets fully gallop into 2026, let’s kick off the year with a "Brain Gain" red packet. Join our Financial Trivia Relay and prove you are a "Thoroughbred" of market knowledge. 🐎 How to Join Join the chain in the comments below using the "Last Letter" rule: Explain the Term: Briefly explain the financial term left by the person above you. Pass the Torch: Provide a new financial term starting with the LAST LETTER of the previous word

Today is the 4th Day of the Lunar New Year, traditionally known as the "Day of the Sheep." It is a significant day for welcoming back the deities and the Kitchen God to the mortal realm. As we prepare for the "Opening of Fortune's Door" on the 5th day, Day 4 marks the time to organize our hearts and businesses for a prosperous start. In the Year of the Horse, nothing warms the heart like a reunion meal filled with blessings. Whether it is the Yee Sang (Prosperity Toss) for a "high-flying" year or a massive Pen Cai (Treasure Pot) symbolizing "overflowing pockets," which dish is the "Lead Horse" of your table? Share a snapshot of your reunion feast and celebrate the vibrant flavors of Nanyang with our community! 📸 How to Join Leave a comment with a photo of your dish: Your CNY Dish Photo + N

Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s "curtain call"—it serves as a massive question mark: In the AI-driven world of 2026, is Big Tech still the place to be? 1. Contradictory Signals: The Oracle Retreats, Institutions "Underweight"? Buffett’s moves remain characteristically decisive and defensive: $Apple(AAPL)$ was trimmed for the third straight quarter, and Amazon was slashed by a staggering 77%. Increased stakes in $Chevron(CVX)$ and

While the world was busy with Lunar New Year reunions, the markets remained wide awake. Did you catch the "red envelopes" (or the volatility) from Wall Street this holiday? From $S&P 500(.SPX)$'s historic momentum to the AI sector’s latest breakout, and the sharp moves in Chinese ADRs during the festive week—global markets never sleep, and neither does a dedicated investor. This holiday season, we invite you to share your “New Year Trades.” 🐎 How to Participate Choose one: Visual Trade: Share a screenshot of any trade made during the Lunar New Year (Real or paper trading) Market Brief: Describe a specific move you navigated. Was it an earnings reaction? A Nvidia-led momentum play? Or perhaps hedging against holiday volatility? Note: We aren't