To The Moon

Hi Tigers 👋Market volatility has intensified recently, but one investor has once again made a very typical contrarian move.“ARK’s Cathie Wood” is buying again.According to the latest ETF trading disclosures from ARK Invest, the firm continued purchasing shares of $NVIDIA(NVDA)$ during the recent market turbulence.This once again raises a classic question among investors:Is Cathie Wood’s strategy worth following?Cathiewood1. Why NVIDIA?Over the past few years, one of the biggest winners of the AI boom has undoubtedly been NVIDIA.As the leader in AI GPUs, the company has strong advantages in several areas:AI training chipsData-center GPUsAI computing ecosystem (CUDA)At the same time, global technology giants are continuing to increase AI-related cap

Hi Tigers 👋 It’s currently peak global earnings season, and several companies have just released results that triggered major stock moves. Some surged 15%, some jumped in after-hours trading, while others plunged more than 15%. Today, let’s break down several of the most closely watched earnings reports in the market: EV maker: $NIO Inc.(NIO)$ Battery leader: $Contemporary Amperex Technology Co.,Ltd.(300750)$ AI chip player: $Broadcom(AVGO)$ Consumer brand: $Lululemon Athletica(LULU)$ Let’s take a closer look at which companies delivered strong upside surprises and which are starting to show signs of pressure. 1. 🚗 NIO:

Hi Tigers 👋 Market volatility has picked up noticeably recently. Oil prices, AI momentum, rate-cut expectations, and macro risks are all interacting at the same time. In this environment, many investors are asking the same question: What do major Wall Street banks actually think about the market right now? Today we’ve summarized the latest asset-allocation views from several major institutions to quickly highlight their key differences and areas of consensus. 🏦 Quick Overview of Major Bank Views 📊 Areas of Consensus Among Wall Street Banks Although their views differ in many respects, several clear points of agreement stand out. 1️⃣ Short-term market volatility may increase Both Goldman Sachs and JPMorgan Chase believe that factors such as: quantitative fund positioning macro uncertainty s

Hello! Dear Friends! I am Capital Insight to grasp gold chance! Today i want to share some ideas from top investment bank with you!📊 Investment Bank Insights SummaryInvestment BankViewTrading AdviceCredibility$Goldman Sachs(GS)$CTA funds may become the largest net sellers in historyControl positions and prepare for bottom-fishing⭐⭐⭐⭐$JPMorgan Chase(JPM)$S&P 500 could pull back 10%Build positions in batches—don’t go all in⭐⭐⭐⭐$Citigroup(C)$Steady demand for AI data centersOverweight $NVIDIA(NVDA)$ & Broadcom⭐⭐⭐$CICC(03908)$U.S. "quasi-stagflation" risks on the riseKeep an eye

Source: DBS Chief Investment Office, Market Pulse Publication Date: 2 March 2026 This article is based on and adapted from the original report. Hi, Tigers~👋 How’s everyone navigating this week’s volatility? Have you managed to capture any excess returns during the swings — or has risk control been the bigger win? Over the past week, the pricing logic of global risk assets has shifted noticeably. The sudden escalation of U.S.–Iran tensions, the risk of an oil supply shock, a potential rebound in inflation expectations, and growing divergence within the AI theme have converged at once. With multiple variables interacting simultaneously, markets are entering a phase characterized less by clear direction and more by rising volatility. So today, let’s break this down together. In this edition,

👋 Hey Tigers! $Circle Internet Corp.(CRCL)$ just delivered its 4Q25 results, and the headline numbers were strong — especially on margins. The Tiger Research Team has updated its model, and here’s the verdict: 👉 Maintain HOLD rating The big question? Profitability momentum is real, but can revenue diversification keep pace in a rate-cut cycle? Let’s break it down. 👇 1. The Core Beat: Margin Surprise Drives Earnings Upside 📈 CRCL reported total revenue of $770M (+77% YoY) — broadly in line with The Tiger Research Team’s estimate and 4% above Street expectations. But the real surprise came from profitability. 🔥 Adjusted EBITDA: $167M (+412% YoY) 28% above consensus The key driver? A stronger-than-expected RLDC margin of 40.1%, compared with ~36.3% c

By Tiger RearchCoinbase Global, Inc. (COIN, HOLD) - 4Q25: Everything Exchange Progress Continues as Near-Term Crypto Headwinds Emerge; Maintain HOLD but Decrease PT to $170 Coinbase reported 4Q25 net revenue of $1.71B (3%/2% below Tiger/Street), down 5% sequentially, with transaction revenue of $983M, down 6% Q/Q. While trading volumes softened modestly during the quarter, the more notable dynamic was pressure on retail monetization.Consumer transaction revenue declined 13% Q/Q compared to a 6% decline in consumer spot trading volume, reflecting mix shift toward Advanced trading and higher Coinbase One penetration.Adjusted EBITDA was $566M in 4Q (24%/15% below Tiger/Street) versus $801M in 3Q. Subscription and services revenue declined only 3% Q/Q to $727M, supported by record USDC ba

👋 Hey Tigers! The $XPeng Inc.(XPEV)$ 4Q earnings preview is hot off the press! Is the "Smart EV Challenger" hitting a speed bump or gearing up for the next lap? 🏎️ The Tiger Research Team has updated its model, and the verdict is in: 👉 Maintain BUY rating 👉 Price Target $28 (unchanged) 📈 The big story? Delivery headwinds are real, but the product cycle might just be getting started! 💎 XPeng is navigating near-term softness with the MONA lineup gaining traction, while new models like P7+ and G7 are ramping up. Is this the portfolio diversification we've been waiting for? We've broken down the Estimate Revisions, the Model Mix, and the Financials below. Let's dive in! 👇 1. The Core Reality: Delivery Adjustments 📉 The Tiger Research Team believes the

👋 Hey Tigers! The $Baidu(BIDU)$ 4Q earnings preview is hot off the press! Is the "AI All-Star" finally ready to sprint? 🏃 The Tiger Research Team has updated its model, and the verdict is in: 👉 Maintain BUY rating 👉 Price Target RAISED to $150 (previously $135) 📈 The big driver? A hidden gem is getting ready to shine! 💎 Baidu is advancing the IPO of its AI chip subsidiary, Kunlunxin, which could be key to unlocking shareholder value. Is this the catalyst we've been waiting for? We’ve broken down the IPO Valuation, the SOTP Model, and the Financials below. Let's dive in! 👇 1. The Core Catalyst: Kunlunxin IPO 🚀 The Tiger Research Team believes the story right now is less about ad revenue and more about AI optionality. The IPO Plan: Baidu has confide

President Trump confirmed on Jan 29 (US time) that he will announce the next Federal Reserve Chair on the morning of Jan 30. 🗓️ This appointment extends beyond US monetary policy 🇺🇸—it directly impacts global asset allocation frameworks 🌏, particularly for Asia-Pacific markets sensitive to Fed policy trajectories.With Chair Powell’s term ending in May, he’ll still preside over the March and April FOMC meetings, but market attention has already shifted forward—investors are now positioning for the "post-Powell era" policy landscape. 🎯Trump described his pick as "a highly respected figure, well-known throughout financial circles," hinting the choice "won’t be surprising" and comes from the existing shortlist. This statement triggered immediate market repricing 📊, with assets adjusting to shi