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    • Tiger_commentsTiger_comments
      ·02-06 23:30

      Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?

      This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a "domino effect" across the board: $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%. $Microsoft(MSFT)$ : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.
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      Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?
    • Tiger_commentsTiger_comments
      ·02-06 00:15

      Market Crashes Across the Board: Would You Buy the Dip?

      This week, the U.S. stock market has been nothing short of gruesome—a literal bloodbath and a frantic stampede. The Fear & Greed Index has now officially retreated into "Fear" territory. After a massive run-up, capital is fleeing the sector. $SanDisk Corp.(SNDK)$ plunged 15.95%, $Western Digital(WDC)$ dropped 7%, and $Micron Technology(MU)$ fell over 9%. $NVIDIA(NVDA)$ fell over 3%, marking a four-day losing streak with a cumulative loss of nearly 10%. AppLovin tanked over 16%, leading a broader retreat in AI application software. $Bitcoin(BTC.USD.CC)$ slid below $70,000,
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      Market Crashes Across the Board: Would You Buy the Dip?
    • Tiger_commentsTiger_comments
      ·02-05

      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?

      Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So
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      Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?
    • Tiger_commentsTiger_comments
      ·02-04

      Alphabet vs Amazon Earnings: Who Turns AI Spend Into Revenue?

      This week, $Alphabet(GOOG)$, with a market cap exceeding $4 trillion, and $Amazon.com(AMZN)$, currently streamlining its organization, will take center stage. This time, the market is looking beyond "Large Model" narratives to focus on real margins and ROI.$Alphabet(GOOG)$: The "Harvest Season" of Full-Stack AIPower of Gemini 3.0: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search.Cloud (GCP) Acceleration: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine.Apple Endorsement: The AI partnership with Apple is seen as a ultimate validation of
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      Alphabet vs Amazon Earnings: Who Turns AI Spend Into Revenue?
    • Tiger_commentsTiger_comments
      ·02-04
      Comment on @Tiger_Merch’s post to win 10 tiger coins~~~~

      Tiger Invites You to Play｜ Episode 1 ——Share the Sector You’re Most Bullish On in 2026

      @Tiger_Merch：
      Hey Tigers, look here! 👀 Show us what you're bullish on!Simply pick your favorite industry, and post a corresponding picture of Tiger holding White Candlesticks Mug in the comments section.Score 10 Tiger Coins - limited to 50 users, first come, first served! 🎁📢 Just 2 steps!Pick an industry you're bullish on.Leave a comment with “reason(s) for your choice” with the corresponding image.🎁 Complete and get 10 Tiger Coins! The deadline is 25 February. Tiger Coins will be distributed within 1 week.The White Candlesticks Mug is now available on Tiger Coin Mall with a limited-time 12% OFF!This content does not constitute financial advice. Investment involves risk. This advertisement has not been revi
      Tiger Invites You to Play｜ Episode 1 ——Share the Sector You’re Most Bullish On in 2026
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    • Tiger_commentsTiger_comments
      ·02-03

      AMD, SMCI, QCOM, ARM Earnings: Can Legacy Semis Strike Back?

      Recent market performance has left many tech investors disheartened. Compared to last year's widespread euphoria, the semiconductor sector seems to have been "abandoned" by the market, with capital fiercely flowing towards the latest market darling – the memory section. While memory giants like Hynix and Micron reap huge profits from AI server demand, logic chip and architecture powerhouses are grappling with "growth premium" scrutiny. This week, AMD, SMCI, Qualcomm, and ARM, four companies at the center of the storm, will release their earnings reports. From "Storytelling" to "Order Books" $Advanced Micro Devices(AMD)$:Challenging NVIDIA as the "Number Two Player" The market is no longer satisfied with Lisa Su showcasing the MI455 chip; they want
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      AMD, SMCI, QCOM, ARM Earnings: Can Legacy Semis Strike Back?
    • Tiger_commentsTiger_comments
      ·02-03
      Click and check the first batch of new Tiger Merch for 2026 Pre-order starting today can enjoy a 20% discount! Act fast!🎁 Don't forget to follow @TigerCoinCenter

      First Batch of New Tiger Merch for 2026 is Now Available!

      @TigerCoinCenter：
      Dear Tigers， The first batch of new Tiger Merch for 2026 is now available! Tigers who pre-order starting today can enjoy a 20% discount! Act fast!🎁 This time, we've prepared four new merch for you, including three lifestyle series plush toys and a "Gain" Keycap Light. Let's take a look!👇 "Gain" Keycap Light Design & Features: Eye-catching "Gain" keycap with the slogan "Press to Compound"; tap to turn on soft, eye-friendly warm light, crafted with a stable non-slip base, compact and space-saving for desks or bedside tables. Trading Belief: Just like pressing the start button for growing returns, this tap light symbolizes the compound interest mindset in investment, eases the anxiety of monitoring the market, and helps you stick to the rational rhythm of long-term holding. Tygo! Lifestyl
      First Batch of New Tiger Merch for 2026 is Now Available!
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    • Tiger_commentsTiger_comments
      ·02-02

      Jan Review: Gold/Silver/Bitcoin Crash —Is February for Buying or Bailing?

      January trading has come to a close! While the three major U.S. indices finished in the green, the "Precious Metals Massacre" and the major leadership change at the Fed made this a highly unusual start to the year.January Recap: S&P's "January Barometer," but Tech is Lagging?In terms of historical win rates, January lived up to its reputation:$S&P 500(.SPX)$: Up 1.37% (consistent with its 62% win rate since 1928).$Dow Jones(.DJI)$ : The strongest performer, gaining 1.73% as value and blue-chip stocks took the lead.$NASDAQ(.IXIC)$: Up only 0.95%, looking noticeably sluggish.Despite the "January Barometer" flashing a green light for the year, the underperf
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      Jan Review: Gold/Silver/Bitcoin Crash —Is February for Buying or Bailing?
    • Tiger_commentsTiger_comments
      ·02-01

      PLTR Earnings Guess: Where Will the Stock Close This Friday?

      $Palantir Technologies Inc.(PLTR)$ will release earnings on Monday. Wall Street currently expects Q4 EPS of $0.23 and revenue of $1.34 billion, representing YoY growth of 64% and 62%. Notably, consensus revenue estimates now exceed Palantir’s own prior guidance, suggesting the market is already pricing in a beat. As a result, attention may shift quickly to 2026 outlook, particularly U.S. commercial growth and free cash flow trends. Whether Palantir is approaching its “Google moment” The tone set by CEO Alex Karp and CFO Ana Soro on guidance will be critical. Since its Q3 earnings, $Palantir Technologies Inc.(PLTR)$ has pulled back roughly 20%, yet analyst consensus estimates for future earnings have not b
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      PLTR Earnings Guess: Where Will the Stock Close This Friday?
    • Tiger_commentsTiger_comments
      ·01-30

      Mag 7 Earnings Scoreboard: Was Microsoft Crash Overreaction?

      Four of the Mag 7 have reported earnings this week, and the divergence is getting very real. Meta surged +10% against the tape. Microsoft wiped out $357B in market cap, the 2nd-largest single-session value drop in stock market history. Tesla and Apple were underwhelming. Little price reaction. Let’s break down the scoreboard for these four mega-cap tech giants. 🏆 The Winners $Apple(AAPL)$: “Ecosystem Dominance at Scale” Revenue $143.8B, EPS $2.84 — a clean beat across the board. Why it’s on the winners list: Ultra-high user loyalty powered iPhone revenue +23%. Even more impressive, Greater China revenue flipped sharply higher to +38% YoY, crushing market concerns. A record 48.2% gross margin proves Apple’s unmatched ability to leverage its supply
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      Mag 7 Earnings Scoreboard: Was Microsoft Crash Overreaction?
       
       
       
       

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