Congrats to my fellow Tiger writers, it's a "tough" life but someone gotta do it, right...
2024 Recap: Top 10 Articles in the Tiger Community
@TigerStars：
The 2024 stock market was a rollercoaster of big wins and bold comebacks. $Tesla Motors(TSLA)$ stunned investors with a spectacular year-end rally, Bitcoin shattered the $100K milestone, and $NVIDIA(NVDA)$ continued its reign as the AI powerhouse, delivering massive gains. Meme stocks made a dramatic return, with space and quantum computing stocks taking center stage. As the year wraps up, let’s look back at the top 10 hottest articles in the Tiger Community, chosen based on views and reading time. Relive the sharpest insights, celebrate the boldest investors, and get inspired for an even more exciting 2025! @JC888: After AI, its Quantum Computing. Invest now? Key Points: Below are US listed companies that are involved in the quantum computing realm. $IONQ Inc.(IONQ)$. A pure-play quantum computing company that went public through a SPAC merger. $Arqit Quantum Inc.(ARQQ)$. Develops quantum-resistant cybersecurity solutions, aiming to protect data from the threat of future quantum computers. $Quantum Computing Inc.(QUBT)$. Provides quantum computing hardware and software solutions, including a hybrid cloud platform that integrates with traditional computing resources. @TigerOptions: Why I am Bullish On MARA? Key Points: The recent Bitcoin halving, which cuts the number of new Bitcoins entering circulation in half, is a fundamental factor that could propel Bitcoin's price upwards in the long run. Analysts like Bernstein share this optimism, predicting a resumption of the bullish trend for Bitcoin after the hashrate adjusts. Furthermore, strategic expansion plans by mining companies, exemplified by Riot Platforms' new facility launch, signal their confidence in a future with potentially higher Bitcoin prices. Additionally, miners holding significant Bitcoin reserves, like Marathon Digital, stand to benefit directly from price appreciation. @ShenGuang: Why Nvidia Seems Shaky DESPITE Solid Earnings? Key Points: As it stands, the bulk of market conviction principally rests on the company's Blackwell suite, which is instrumental on securing new datacenter buildouts. The company's substantial presence in existing datacenter operations, meanwhile, would only face pressure during said datacenters' replenishment cycles which are highly variable. While being one step ahead of its rivals gives it an advantage currently, the lead times to replenishment cycles gives its rivals an opportunity. If all issues related to Blackwell are smoothed out and client uptake is strong, there is potential for a repeat of FY 2024 in FY 2026. In FY 2025, however, it's presently unlikely if Blackwell will have a massive presence. Long-term holders of the stock presently might have some cause for concern: while the company has honed a knack for delivering what its "corporate" clients need, it's not alone. Massive triple-digit-percentage Year-on-Year (YoY) growth isn't always going to be a given. However, chips are such a fundamental part of the modern economy that it's unlikely that the company will ever be wholly irrelevant. @ZEROHERO: Million Dollar Question: Is NVDA Overvalued? Key Points: At the close on Dec. 29, 2023, Nvidia’s market cap was $1.22 trillion. The means now, at $2.29 trillion, it’s added nearly $1.1 trillion in just 67 days. Apple took four years to add its most recent trillion. Isn’t this bubble territory? Analysts don’t think so. Many believe Nvidia warrants this valuation because of its earnings creation and its earnings potential. @第N次大变革大分流: 尘埃落定，美元资产开启新时代 Key Points: 假如川普政府的效率改革能够取得成效，抛开政治版图上的影响，其经济层面上的影响绝不仅是降低通胀，而且还会起到减少美元超发速度的作用。外加减税刺激美元资本回流本土，进一步降低海外流通美元的总量。从而叠加buff刺激美元指数上涨。 马斯克更优先的目标是放松科技监管、简化审批程序等（本身和精简政府的任务有异曲同工之处），结合川普的减税政策，以及不像民主党那样苛求反垄断，取得胜利的新资本旗下的科技产业将突飞猛进。 比如，以前被各类环保、安全评估、复杂程序掣肘的航天、核能、AGI、算力、机器人等领域，都会取得指数裂变式发展。 @koolgal: My Rewarding Investing Journey With Tiger After 1500 Days! Key Points: Wow! I have just received The Tiger Idol Badge after being with Tiger Brokers for 1500 Days! That is 4 years of my life and what an amazing journey it has been for me. SPLG is the mini version of $SPDR S&P 500 ETF Trust(SPY)$ which is the largest most liquid ETF traded in the US. However SPLG 's expense ratio is only 0.02%. Dividends are paid every quarter and the current dividend yield of SPLG is 1.35%. Over the 4 years period, I have been dollar cost averaging into SPLG. This has resulted in a current return of 28%. The other ETF in my core portfolio is $STI ETF(ES3.SI)$ . This represents 30 of Singapore's best blue chips stocks in just 1 trade. They include the 3 Big Singapore banks $DBS Group Holdings(D05.SI)$ , OCBC and UOB as well as Singtel, Capitaland Commercial Trust, Singapore Airlines and many more. @MilkTeaBro: Dividends stocks Great opportunity August 2024 update Key Points: When such an opportunity comes, if the chance of winning is extremely high, then use the resources gained from past caution and patience and place a heavy bet. I think US Fed rate cut is great opportunity for investors. The model is simple, choose steady dividend stocks, the company stocks performance almost solely affected by interest rates. Then the stock prices was negatively reacted by interest rates hiking. The interest rates high, dividend stocks price low; interest low, dividend stocks price high. I utilised this theory from beginning year 2022, all the time I gradually added position following US FOMC meeting pace. Strong strategy will and patience are required. The waiting time is boring, but dividend income can calm my paper loss. I estimated dividends income would be 20k for year 2024. It's Eve of Fed rate cutting. If you like to choose dividend stocks, you can beat my portfolio performance by building position now. Market always response earlier, up to 6 months earlier. Some stocks started moving up. But nobody really knows, what's the neutral interest rate, it could be 2-3%. Market has priced in 0.25 interest cut. There's another 2-3% in coming 12 months, I guessed. @nerdbull1669: Why You Should Consider Buying Broadcom Now? Key Points: Broadcom is right in the middle of the AI boom, reaping the benefit as a chip solutions company. With an impressive set of clients for its AI chip segment including names like Alphabet (GOOGL) $Apple(AAPL)$ and Meta, these clients are going to keep increasing Broadcom revenue. Apple contributed roughly one-fifth of its revenue last year and is Broadcom’s biggest customer, with Apple partnership with OpenAI, the demand for Broadcom’s solutions would only grow bigger. Recently Broadcom management have hinted at yet another client for its AI solutions. With speculation from Wall Street that it might be China’s ByteDance, maker of the TikTok app. Broadcom is also strategically positioned for the transition of AI data centers to bandwidth with speeds of 800 Gbps, benefiting its digital signal processors, optical lasers and PIN diodes. Contribution From VMWare Boost Broadcom Infra Software Revenue After Broadcom acquired VMWare in 2023, it has increased its competitive position in enterprise software. VMWare brings its cloud computing prowess to the relationship, allowing Broadcom to harness expertise on both the hardware and software sides of the table. Broadcom’s Q2 infrastructure software revenue increased to $5.3 billion, up 175% year-over-year. This performance included a $2.7 billion contribution by VMWare as more businesses integrated its software stack for their own cloud purposes. Broadcom management says the integration of VMWare is going smoothly, while the company transitions the software company’s products to a subscription model. @The Investing Iguana: DBS vs OCBC vs UOB: Which SG Bank is YOUR Best Investment Bet? 🏦 | 🦖 Key Points: 🟩 🏦 Ready to make the most of your investments in Singapore's banking giants? Join Iggy from The Investing Iguana as we dive into the bustling world of DBS, OCBC, and UOB, shedding light on which might be your best investment bet. This video is packed with insights into each bank's financial performance, market strategies, and dividend yields. Are you a conservative investor eyeing stable returns, or a growth-focused go-getter? Whichever your style, we've got you covered with an in-depth financial analysis to inform your economic strategies and investment decisions. With Singapore's banks hitting record highs, understanding their market moves is crucial. @Shyon: EV Leaders - Tesla BYD Xiaomi? Key Points: TESLA Tesla is preparing to register its 'Full Self-Driving' software with authorities in China in the run up to its planned rollout of the technologically advanced feature this year. The U.S. electric vehicle maker is also considering selling the software as a monthly subscription to users of its cars in China, its second-largest market. Tesla's push to roll out FSD in China also would "pressure other EV startups to accelerate their research and development Tesla daily chart Let's look at Tesla chart above, just a long boring consolidation phase for the share price for the month of May. The good news is Tesla share price is able to stay close and above all its short to mid term EMA line (10; 25; 50). The near term support will be around 160 USD. For me, I continue to be bullish for $Tesla Motors(TSLA)$ as the company fundamental remains strong and the fan out of its FSD feature will be a revenue booster. Stay tuned! XIAOMI The success of Xiaomi's automotive division signifies the brand's ability to deliver high-quality products. The SU7, their inaugural EV, has captured consumer attention with its sleek design, cutting-edge technology, and impressive performance. The ever-growing order list reflects the enthusiastic reception Xiaomi's EVs have received. This surge in production reflects Xiaomi's commitment to becoming a major player in the ever-evolving EV market. With their first model exceeding expectations, the upcoming release of their second car is sure to generate significant excitement. Xiaomi daily chart Xiaomi has a stronger chart pattern if compared to Tesla and BYD. It is in an obvious uptrend since early March. For the first time in 3 months, the share price pullbacked over 15%. Now, it is at its double support level, firstly by the EMA50 trendline, and secondly by the neckline support. Both of these supports remain close, at around 17.22 USD. In order to maintain its bullish pattern, Xiaomi has to rebound next week and I believe it will, therefore a $XIAOMI-W(01810)$ vote for it. Congratulations to the creators of the top 10 articles of 2024 in the $Tiger Brokers(TIGR)$ Community! Thank you for your incredible contributions—here’s a $10 stock voucher as a token of appreciation! We’d love to hear more from you! If you’re interested in sharing your investment strategies, getting featured in an exclusive Tiger interview, or winning limited-edition Tiger swag, email me at [nieyixi@itiger.com] or connect with me on Telegram. Let’s chat about your journey to success! 💬✨
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
1
Report
Login to post
No comments yet