To The Moon

Compounding Quality (@QCompounding on X) — one of the most-followed names in the quality-investing corner of FinTwit, with a following that reportedly includes Bill Ackman and Jeff Bezos — just dropped a 15-chart thread distilling a century of market history into a single scroll. From 120 years of Dow recovery times to the exact math behind compounding, the set is less "new information" and more a gut-check on the principles most investors already know and rarely follow. 🐯Join the discussion: Share your view or questions below. Every useful and thoughtful comment will receive Tiger Coins! 1.120 Years of the Dow: Recovery Times Tell the Real Story Zoom out on the Dow since 1896 and the line only goes one way — up. But the labeled recovery windows are the real lesson: 25 years to reclaim the

1.Executive Summary Wall Street is turning more cautious on U.S. equities as September begins. $JPMorgan Chase(JPM)$'s trading desk has shifted to a “tactically cautious” stance for the next few weeks, while $Wells Fargo(WFC)$'s equity team is warning of “broad cautiousness” as investors reassess the sustainability of the AI investment boom. Citadel Securities strategist Scott Rubner has also flagged a deteriorating near-term risk-reward setup, though he remains constructive over the medium term. The shift follows a powerful rally — the $S&P 500(.SPX)$ has gained roughly 22% from its March 30 low, adding close to

Topic: Paradigm Shift in Value Investing ∙ Practical Mastery of Industry Insight ∙ Building a Crash‑Resilient Investment System Speaker: Jeremy Tan Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market. Jeremy Tan is a CFA charterholder with over 25 years of hands-on experience in equities, futures trading, property development, and business growth. Having managed portfolios through mult

1.Executive Summary Ahead of $Marvell Technology(MRVL)$'s Q2 FY27 earnings on August 27, Wells Fargo analyst Aaron Rakers made one of the boldest calls of the season: he raised his price target to $310 from $240 — nearly $50 above the Street's ~$264 consensus — while reiterating a Buy rating. Rakers points to last week's expanded custom AI chip agreement with $Alphabet(GOOGL)$'s Google, which grants Google a warrant to buy up to $12.2 billion of Marvell stock, as the trigger. He's not alone in leaning bullish: of the 44 analysts covering Marvell, 38 currently rate it Buy. 📌 Key Insight: A $70 target hike in a single note, landing well above where the Street already sits, i

Over the past week, Wall Street analysts delivered a broad wave of rating upgrades across technology, AI infrastructure, semiconductors, cloud software, consumer and defensive sectors. From $Apple(AAPL)$’s target price jump to $400, to a wave of AI semiconductor upgrades covering $Advanced Micro Devices(AMD)$, $NVIDIA(NVDA)$, $Broadcom(AVGO)$, $Marvell Technology(MRVL)$ and $Micron Technology(MU)$, analysts are increasingly pointing toward o

Leopold Aschenbrenner’s final disclosed portfolio before Citadel took over most of his public-equity positions is out. The biggest surprise is obvious: His top two holdings were not $NVIDIA(NVDA)$, but $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$. And when you look at the rest of the portfolio, the strategy becomes pretty clear. Leopold was not simply betting on AI chips. He was betting on the entire AI infrastructure buildout. 💾 Storage Was the Biggest Bet His top holdings included: 🥇 $SanDisk Corp.(SNDK)$ 🥈

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional

A few years ago, putting $Micron Technology(MU)$ and $Berkshire Hathaway(BRK.A)$ in the same market-cap conversation would have sounded almost absurd. Micron was known as a highly cyclical memory-chip manufacturer, while Berkshire became one of the world’s largest conglomerates through insurance, railroads, energy, industrial businesses and decades of capital allocation. AI has almost erased that valuation gap. Micron crossed US$1 trillion in market value for the first time in May, then briefly reached around US$1.4 trillion in June, overtaking Meta and trading above Berkshire at the time. After a volatile summer, Micron closed Aug. 12 at US$911.29, valuing the company at ro

1. Executive Summary The S&P 500 is already up ~20 record closes this year — and $Goldman Sachs(GS)$thinks it isn't done climbing. The bank's U.S. equity strategy team just raised its year-end target from 7,600 to 8,000, betting that earnings growth (not a richer multiple) carries the index the rest of the way. Deutsche Bank and Morgan Stanley have landed on the same 8,000 target, while Yardeni Research is even more aggressive at 8,300. 📌 Key Insight: When four major shops converge on the same target, the interesting question isn't if stocks go higher — it's what's actually driving the call, and what could break it. 2. The Run So Far $SPDR S&P 500 ETF Trust(SPY)$ has a

Ahead of the US CPI release, a potentially overlooked technical risk is escalating in the bond market. A recent report from Bank of America Securities points out that trend-following CTAs are maintaining significant short positions in US Treasury futures despite unexpectedly weak US non-farm payroll data. US Treasury futures approached short-covering levels last week, but as yields rebounded from their lows, models indicate these short positions have not yet been forced to close. CTAs typically refer to systematic trend-following funds. These funds do not primarily focus on inflation, fiscal policy, or Federal Reserve policy itself, but rather trade assets such as stock indices, US Treasuries, foreign exchange, gold, and crude oil based on price trends, volatility, and stop-loss thresholds