YTigger

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    • YTiggerYTigger
      ·11-05
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      THE AI TRADE SPLITS IN TWO - A Democratic Sweep Sparks a Rally, but Data-Center Stocks Face New Risks

      @DoTrading:
      Senate & House WALL STREET WELCOMES POLITICAL CLARITY The midterm elections delivered a sweeping victory for Democrats, who secured control of both chambers of Congress. Yet rather than triggering a broad selloff, the result helped fuel a relief rally on Wednesday morning. Investors appear to be betting that divided government could limit the scope of major policy changes. Democrats may be able to obstruct President Trump’s legislative agenda, but advancing their own priorities could prove equally difficult. JPMorgan strategists described the outcome as a potential “clearing event,” giving markets an opportunity to look beyond the political uncertainty that had been building ahead of the vote. The initial reaction was dramatic: stock futures reversed overnight losses and moved sharply
      THE AI TRADE SPLITS IN TWO - A Democratic Sweep Sparks a Rally, but Data-Center Stocks Face New Risks
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    • YTiggerYTigger
      ·11-05
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      @SPACE ROCKET:
      $NVDA CALENDAR 261109/261104 CALL 210.0/CALL 210.0$ Take profit and roll another few days for extra pocket money
      $NVDA CALENDAR 261109/261104 CALL 210.0/CALL 210.0$ Take profit and roll another few days for extra pocket money
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    • YTiggerYTigger
      ·11-04
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    • YTiggerYTigger
      ·11-04
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    • YTiggerYTigger
      ·11-03
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      Marvell and Lumentum Lost Billions After Announcing a $115B AI Deal. I Think the Market Is Angry About the Wrong Thing.

      @Isleigh:
      Marvell just announced one of the biggest technology deals ever. $115 BILLION. The target? Lumentum. One of the hottest companies sitting at the intersection of: AI optical networking lasers data centres. The strategic story sounds almost perfect. And the market's response? SELL BOTH. Marvell plunged. Lumentum plunged even harder. That sounds like investors believe the deal is terrible. I think the truth is more interesting. Because on the SAME DAY this merger was announced, Lumentum reported: REVENUE +136.5% YoY and guided its next quarter dramatically higher. So I don't think the market is saying: “OPTICAL AI IS DEAD.” I think it is asking: “HOW MUCH IS TOO MUCH TO PAY FOR THE FUTURE?” And that makes this deal one of the most fascinating tests yet of the AI infrastructure boom. 🔥 FIRST,
      Marvell and Lumentum Lost Billions After Announcing a $115B AI Deal. I Think the Market Is Angry About the Wrong Thing.
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    • YTiggerYTigger
      ·11-01
      $Alphabet(GOOG)$  Alphabet (GOOGL) watchlists investment case is attractive, but it is not risk-free. At $279.84 on 2026-11-01, shares traded at 14.6x trailing earnings, below their 22.3x historical forward-P/E average, while analysts’ mean target was $401.13. Revenue grew 24.7% year-on-year in 2026Q3 to $127.6 billion, and operating income reached $40.6 billion. However, revenue, EBIT and EPS all missed consensus; EPS fell 13.9% year-on-year. AI investment is driving cloud opportunity, but monetisation remains limited and infrastructure spending is pressuring free cash flow. The market has already repriced these execution concerns sharply. Diversification matters given regulatory and competitive threats. Information is for reference only and
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    • YTiggerYTigger
      ·11-01
      $Alphabet(GOOG)$ Google is undergoing one of its biggest transformations as search shifts toward AI-driven answers and conversational tools. Its Gemini models are being integrated across Search, Android, Chrome and Workspace, potentially strengthening user engagement and creating new subscription and advertising opportunities. AI could help Google deliver more personalised results, improve commercial search and expand cloud demand. However, the transition also brings risks: higher computing costs, possible disruption to website traffic, regulatory scrutiny and intensifying competition from other AI platforms. Google’s long-term potential depends on whether it can make AI useful and trusted while protecting the economics of its core advertising bu
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    • YTiggerYTigger
      ·10-31
      Halloween Treats • Hershey (HSY) This Halloween-themed graphic combines candy silhouettes, jack-o’-lantern accents, and a subtle rising stock line. Halloween turns candy into more than a treat; it also spotlights The Hershey Company HSY.US , whose brands fill trick-or-treat bags across America. On October 30, 2026, Hershey closed at 165.61 USD, up 3.33% from the previous close, with 2.26 million shares traded. 1 Its market capitalization was about 33.28 billion USD, while the trailing dividend yield stood at 3.46%. Still, investors should look beyond seasonal excitement: cocoa costs, consumer demand, pricing power, and margins will shape performance after the pumpkins disappear. Hershey's defensive brand strength is attractive, but the stock remains sensitive to commodity inflation and exe
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    • YTiggerYTigger
      ·10-31
      $Hershey(HSY)$   Halloween Treats • Hershey (HSY) This Halloween-themed graphic combines candy silhouettes, jack-o’-lantern accents, and a subtle rising stock line. Halloween turns candy into more than a treat; it also spotlights The Hershey Company HSY.US , whose brands fill trick-or-treat bags across America. On October 30, 2026, Hershey closed at 165.61 USD, up 3.33% from the previous close, with 2.26 million shares traded. 1 Its market capitalization was about 33.28 billion USD, while the trailing dividend yield stood at 3.46%. Still, investors should look beyond seasonal excitement: cocoa costs, consumer demand, pricing power, and margins will shape performance after the pumpkins disappear. Hershey's defensive brand strength is attractive
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    • YTiggerYTigger
      ·10-31
      Halloween Treats • Hershey (HSY) This Halloween-themed graphic combines candy silhouettes, jack-o’-lantern accents, and a subtle rising stock line. Halloween turns candy into more than a treat; it also spotlights The Hershey Company HSY.US , whose brands fill trick-or-treat bags across America. On October 30, 2026, Hershey closed at 165.61 USD, up 3.33% from the previous close, with 2.26 million shares traded. 1 Its market capitalization was about 33.28 billion USD, while the trailing dividend yield stood at 3.46%. Still, investors should look beyond seasonal excitement: cocoa costs, consumer demand, pricing power, and margins will shape performance after the pumpkins disappear. Hershey's defensive brand strength is attractive, but the stock remains sensitive to commodity inflation and exe
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