• Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-12 20:10

      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6

      ​The next major bottleneck in the AI/semiconductor stock rally isn’t software or design—it’s a rare specialty gas called Tungsten Hexafluoride (WF₆). 🛑🔬 ​Here is why it's trending in global markets right now: ​• The Squeeze: China controls over 80% of raw tungsten. Strict export controls have triggered massive 70% to 90% price hikes for WF₆ gas. • AI Dependency: Advanced AI chips and massive 3D memory architecture depend heavily on WF₆ to deposit ultra-thin conductive pathways in deep, multi-layered chip designs. • The Stock Angle: Global specialty gas leaders like Peric Special Gases $Peric Special Gases Co.,Ltd.(688146)$  and industrial giants like Linden $Linde PLC(LIN)$  are seeing hei
      2285
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      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6
    • FisteinFistein
      ·06-12 10:25
      $Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (SGX:A31) Simply Wall St Financial Health Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD117.39 million. Operations: The company generates revenue primarily from its Communications Equipment segment, totaling $15.53 million. Market Cap: SGD117.39M
      309Comment
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    • orsiriorsiri
      ·06-12 08:57

      Snowflake’s Hidden Gravity

      More Than A Fancy Filing Cabinet The market keeps asking whether Snowflake can defend its data warehouse. I think that's a bit like valuing an airport by its baggage claim. The real battle is taking place elsewhere. Snowflake is attempting one of the most ambitious transitions in enterprise software: evolving from a platform that stores information into a platform where autonomous software agents execute work. If management succeeds, the company's future will be determined less by how much data customers store and more by how many decisions, workflows and business processes run through its ecosystem. That distinction matters because storage is steadily becoming commoditised. Execution is not. This is why I believe the most important investment question facing Snowflake today is no longer d
      1.17KComment
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      Snowflake’s Hidden Gravity
    • BarcodeBarcode
      ·06-12 02:55
      $Intel(INTC)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  🔥🏭🤖 $INTC: Up 385%, Yet 77% Of Analysts Still Aren’t Bullish 🤖🏭🔥 🧠 $INTC’s rally has been extraordinary, but the most interesting part may be what hasn’t happened yet. $INTC is up +190% YTD and +385% over the last 12 months, yet 34 of 44 analysts still rate the stock Hold or worse. That disconnect matters. When price leads fundamentals, analysts often chase. When fundamentals begin improving while analysts remain sceptical, upgrades themselves can become a catalyst. 🏭 BofA just delivered a rare double-upgrade on $INTC and lifted its price target to $135 from $96, a 41% increase. The f
      4647
      Report
    • BarcodeBarcode
      ·06-12 02:43
      $Lockheed Martin(LMT)$ $Palantir Technologies Inc.(PLTR)$  $Velo3D, Inc.(VELO)$  🛰️🪖📈 Lockheed Martin’s Contrarian Signal, Defence Re-Armament & The Space Race 🚀🏭🌎 🪖 Wall Street Is Hesitant, But Price Action Is Telling A Different Story I’m watching $LMT closely because the setup is becoming increasingly difficult to ignore. While 16 of 24 analysts currently rate Lockheed Martin as Hold or worse, the stock has just triggered a technical signal that has historically produced strong forward returns. The shares remain more than 20% below their all-time high, yet the latest signal appeared near the 260-day moving average, an area that has previ
      5426
      Report
    • JC888JC888
      ·06-11 21:48

      INTC, a BUY after current noise settles?

      The last time I covered $Intel(INTC)$ was back in 28 Apr 2026, after it has released its Q1 2026 earnings report card. click here ! to re-read my post. In the April post, its stock price then was a respectable $82.57 /share. Since then, it has further peaked at $129.44 on 11 May 2026 and has begun to pull back a bit, thereafter. Honestly, I prefer it to be like this where the upwards trajectory seems more plausible and not to mention sustainable. Unfortunately, it did not stop, there and then. Fri, 05 Jun 2026 Crash. Since Fri, 05 Jun 2026, a sharp downturn has gripped US stock market and extended throug
      3.50K5
      Report
      INTC, a BUY after current noise settles?
    • MrzorroMrzorro
      ·06-11 17:49
      Before SpaceX Rings the Bell: Bull and Bear ETFs Are Lining Up SpaceX prices on June 11 and debuts June 12 on Nasdaq under SPCX $Space Exploration Technologies Corp(SPCX)$   — targeting $135 per share (subject to pricing on June 11), with a ~$75B raise and ~$1.75T valuation that would mark the largest IPO on record. Behind the stock, a quieter ETF arms race has formed: a wave of 2x daily single-stock ETFs is queued up to amplify SPCX's debut — most on the bull side, fewer on the bear side, with additional filings still working through SEC review. Bulls lead. Bears in the wings. All of the ETFs covered here are 2x daily products — they aim to deliver twice SPCX's daily move, in either direction. Anticipated on June 15 (Monday): Multiple i
      385Comment
      Report
    • BulzgogiBulzgogi
      ·06-11 14:47
      Would be interesting to see some of your opinions, i'd keep an eye out for industrial automation stocks.
      106Comment
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    • nerdbull1669nerdbull1669
      ·06-11 10:31

      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair

      The volatile session on June 10, 2026, perfectly captured the friction currently defining the market: a collision of hot inflation data, geopolitical flashpoints, and a structural rebalancing of tech portfolios. With headline CPI printing at 4.2% (driven largely by a massive surge in energy costs) and President Trump’s warning of a swift response to Iran following the downed U.S. Apache helicopter in the Strait of Hormuz, macro headwinds are undeniably gathering. How This Week Ends & The Near-Term Outlook (Second Half of June) The immediate direction of the market for the rest of this week and next is heavily tied to a massive liquidity event: the SpaceX IPO on Friday, June 12. The Liquidity Drain: Tech and AI sectors have been hit by intense profit-taking, confirming a tactical correc
      495Comment
      Report
      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair
    • orsiriorsiri
      ·06-11 10:16

      Western Digital: The Cost of Remembering Everything

      The AI boom has created a peculiar obsession on Wall Street. Investors spend endless hours discussing GPUs, model sizes and computing power, while largely ignoring a more mundane question: where does all this data actually live? The market seems convinced that AI's future will be determined by who owns the fastest chips. I am beginning to suspect the bigger opportunity may belong to those who own the cheapest and most scalable memory. After all, intelligence is only useful if you can remember it. That brings me to Western Digital. While many investors still view WDC as a cyclical storage manufacturer, I increasingly see a company sitting at the centre of one of AI's most overlooked infrastructure challenges. The world is producing data at an astonishing rate, and AI is accelerating that tr
      515Comment
      Report
      Western Digital: The Cost of Remembering Everything
    • FisteinFistein
      ·06-11 08:32
      $Addvalue Tech^(A31.SI)$ 0.3 Target Price.   Addvalue Technologies (A31) secured USD 5.1 million in new IDRS orders from a new customer, with a NASDAQ Listing and ADRS Launch expected in Jun-2026, positioning the company as a top small-cap pick of exponential growth in the communication industry. 
      589Comment
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    • Tiger VTiger V
      ·06-11 08:13

      Geopolitical Jitters Trigger Global Market Retreat

      Market Overview Global equity markets closed broadly lower as escalating geopolitical tensions between the United States and Iran overshadowed investor sentiment. Concerns intensified after U.S. President Donald Trump indicated that negotiations with Iran were progressing too slowly and hinted at additional actions. The heightened uncertainty sparked a risk-off environment, leading to broad-based selling across major markets, particularly in technology stocks. United States: Broad Sell-Off Accelerates U.S. equities suffered significant losses as geopolitical concerns fueled investor caution. Dow Jones Industrial Average: -953.33 points (-1.9%) to 49,918.78$DJIA(.DJI)$   S&P 500: -119.66 points (-1.6%) to 7,2
      151Comment
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      Geopolitical Jitters Trigger Global Market Retreat
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-11 07:37

      🚀 ORACLE (ORCL) Q4 RESULTS: STRONG BEAT, BUT STOCK DROPS AFTER HOURS 📉

      $Oracle(ORCL)$   delivered another impressive quarter: ✅ Revenue: US$19.18B (+21% YoY), above expectations of US$19.1B  ✅ Non-GAAP EPS: US$2.11, beating estimates of US$1.96  ✅ Operating profit hit a record high  ✅ Remaining Performance Obligations (RPO) surged 363% YoY to US$638B, showing massive future revenue visibility 🔥 AI & CLOUD GROWTH REMAIN THE MAIN STORY • Total Cloud Revenue: US$9.9B (+47%) • Cloud Infrastructure (IaaS): US$5.8B (+93%) • Multicloud Database Revenue: +404% Oracle signed US$67B worth of AI infrastructure contracts in the quarter alone. Management says AI demand continues to exceed supply, and many customers are either prepaying or supplying their own GPUs, reduci
      1.00K1
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      🚀 ORACLE (ORCL) Q4 RESULTS: STRONG BEAT, BUT STOCK DROPS AFTER HOURS 📉
    • BarcodeBarcode
      ·06-11 03:02
      $Canadian Natural Resources(CNQ)$ $Boston Scientific(BSX)$  $Rigetti Computing(RGTI)$  🚨📉💰 Short Sellers Just Made Their Move, Which Stock Forces Them To Cover First? 💰📉🚨 Short sellers are becoming increasingly aggressive across several well-known names, but history shows that crowded trades can work both ways. I’m watching a growing divergence between bearish positioning and actual stock performance. When short interest rises while share prices remain resilient, the ingredients for a powerful squeeze can begin forming beneath the surface. 📊 The biggest increases in short interest include: • $CNQ +281% • $BSX +83% • $PTEN +82% • $MCK +82% • $CPN
      8868
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    • orsiriorsiri
      ·06-10 11:49

      QCOM – Licence to Bill

      The Wrong War Wall Street has become obsessed with a single question: can Qualcomm crack the PC market and take meaningful share from Intel and AMD? It is an understandable debate. Qualcomm's Snapdragon X Elite platform and Oryon CPU architecture have finally given the company a credible shot at breaking into a market that has historically treated ARM chips like an uninvited guest at a family barbecue. Yet I think investors are fighting the wrong war. The real question is not whether Qualcomm becomes the king of AI PCs. It is whether Qualcomm can position itself to benefit every time another AI-capable device joins the global network. That may sound less exciting than a silicon showdown, but history suggests the companies that own the roads often make more money than the companies racing o
      5284
      Report
      QCOM – Licence to Bill
    • nerdbull1669nerdbull1669
      ·06-10 09:15

      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump

      $Adobe(ADBE)$ is stepping into a defining moment with its fiscal Q2 2026 earnings release scheduled for Thursday, June 11, 2026, after the market close. The stock has had a rough ride, down roughly 25%–30% year-to-date due to a pervasive market narrative that generative AI tools (like Sora, Midjourney, and Anthropic's Claude Design) could disrupt Adobe's creative monopoly. However, a recent early-June rotation back into software has given it some momentum heading into the print. Here is a breakdown of what the market expects, the key metrics that will dictate the stock's direction, and potential short-term options trading setups. Consensus Expectations & Guidance Adobe's own management previously guided to these specific bands, and Wall Street
      1.06KComment
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      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump
    • nerdbull1669nerdbull1669
      ·06-10 09:15

      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump

      $Adobe(ADBE)$ is stepping into a defining moment with its fiscal Q2 2026 earnings release scheduled for Thursday, June 11, 2026, after the market close. The stock has had a rough ride, down roughly 25%–30% year-to-date due to a pervasive market narrative that generative AI tools (like Sora, Midjourney, and Anthropic's Claude Design) could disrupt Adobe's creative monopoly. However, a recent early-June rotation back into software has given it some momentum heading into the print. Here is a breakdown of what the market expects, the key metrics that will dictate the stock's direction, and potential short-term options trading setups. Consensus Expectations & Guidance Adobe's own management previously guided to these specific bands, and Wall Street
      407Comment
      Report
      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump
    • BarcodeBarcode
      ·06-10
      $Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$  $NVIDIA(NVDA)$  📉🌎⚡ $SPX Suffers An $824B Hit As AI Capital Begins To Rotate ⚡🌎📉 The market finally delivered a meaningful warning shot. The S&P 500 has lost more than $824B in market capitalisation today and now sits nearly -4% below the all-time highs reached on 02Jun26. What catches my attention is not the decline itself, but the changing behaviour beneath the surface. $MSFT has broken below the psychologically important $400 level for the first time since 15Apr26. Key observations: • More than $21M in short-dated single-leg puts were purchased on $MSFT today • Shares are now do
      1.67K9
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    • JC888JC888
      ·06-09

      ALOY - Is it Monopoly time all over again ?

      The last time I covered $REALLOYS INC(ALOY)$, it was back in 17 Apr 2026. click here ! for details. At that point in time, it was $9.76 /share (see below) As of April 2026 Since April 2026 post, much has happened with ALOY. Far from sitting static, the company has engineered a massive operational turnaround, transforming itself into a prominent comeback stock on the back of major new alliances, strategic commercial partnerships, and a monumental institutional milestone. Primary catalyst for recent turnaround is official announcement of ALOY inclusion into the broad-market Russell 3000® Index. (see below) Inclusion will come into effect on Mon, 29 Jun 2026. Advantages. This mi
      3.55K8
      Report
      ALOY - Is it Monopoly time all over again ?
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-09

      Fluence Scores Another Win in Poland as Europe's Battery Build-Out Accelerates

      The European battery storage race is heating up, and $Fluence Energy, Inc.(FLNC)$   has quietly added another important victory to its growing order book. Developer and EPC firm OX2 has selected Fluence Energy to supply its 50MW/120MWh battery energy storage system (BESS) project in Poland. The project is particularly attractive because it comes with a 17-year Capacity Market (CM) contract, secured during Poland's 2022 auction. This long-term revenue visibility helps reduce project risk and provides stable cash flows once the asset enters commercial operation in 2027. Why This Matters While a 120MWh project may not grab headlines like the multi-gigawatt announcements seen in the U.S. or Middle East, it highlights a trend investors are wa
      1.14K26
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      Fluence Scores Another Win in Poland as Europe's Battery Build-Out Accelerates
    • orsiriorsiri
      ·06-12 08:57

      Snowflake’s Hidden Gravity

      More Than A Fancy Filing Cabinet The market keeps asking whether Snowflake can defend its data warehouse. I think that's a bit like valuing an airport by its baggage claim. The real battle is taking place elsewhere. Snowflake is attempting one of the most ambitious transitions in enterprise software: evolving from a platform that stores information into a platform where autonomous software agents execute work. If management succeeds, the company's future will be determined less by how much data customers store and more by how many decisions, workflows and business processes run through its ecosystem. That distinction matters because storage is steadily becoming commoditised. Execution is not. This is why I believe the most important investment question facing Snowflake today is no longer d
      1.17KComment
      Report
      Snowflake’s Hidden Gravity
    • JC888JC888
      ·06-11 21:48

      INTC, a BUY after current noise settles?

      The last time I covered $Intel(INTC)$ was back in 28 Apr 2026, after it has released its Q1 2026 earnings report card. click here ! to re-read my post. In the April post, its stock price then was a respectable $82.57 /share. Since then, it has further peaked at $129.44 on 11 May 2026 and has begun to pull back a bit, thereafter. Honestly, I prefer it to be like this where the upwards trajectory seems more plausible and not to mention sustainable. Unfortunately, it did not stop, there and then. Fri, 05 Jun 2026 Crash. Since Fri, 05 Jun 2026, a sharp downturn has gripped US stock market and extended throug
      3.50K5
      Report
      INTC, a BUY after current noise settles?
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-12 20:10

      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6

      ​The next major bottleneck in the AI/semiconductor stock rally isn’t software or design—it’s a rare specialty gas called Tungsten Hexafluoride (WF₆). 🛑🔬 ​Here is why it's trending in global markets right now: ​• The Squeeze: China controls over 80% of raw tungsten. Strict export controls have triggered massive 70% to 90% price hikes for WF₆ gas. • AI Dependency: Advanced AI chips and massive 3D memory architecture depend heavily on WF₆ to deposit ultra-thin conductive pathways in deep, multi-layered chip designs. • The Stock Angle: Global specialty gas leaders like Peric Special Gases $Peric Special Gases Co.,Ltd.(688146)$  and industrial giants like Linden $Linde PLC(LIN)$  are seeing hei
      2285
      Report
      China Squeezes the Raw Materials, Japan Shuts Fabs: Inside the Asymmetric War Over WF_6
    • BarcodeBarcode
      ·06-12 02:43
      $Lockheed Martin(LMT)$ $Palantir Technologies Inc.(PLTR)$  $Velo3D, Inc.(VELO)$  🛰️🪖📈 Lockheed Martin’s Contrarian Signal, Defence Re-Armament & The Space Race 🚀🏭🌎 🪖 Wall Street Is Hesitant, But Price Action Is Telling A Different Story I’m watching $LMT closely because the setup is becoming increasingly difficult to ignore. While 16 of 24 analysts currently rate Lockheed Martin as Hold or worse, the stock has just triggered a technical signal that has historically produced strong forward returns. The shares remain more than 20% below their all-time high, yet the latest signal appeared near the 260-day moving average, an area that has previ
      5426
      Report
    • BarcodeBarcode
      ·06-12 02:55
      $Intel(INTC)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  🔥🏭🤖 $INTC: Up 385%, Yet 77% Of Analysts Still Aren’t Bullish 🤖🏭🔥 🧠 $INTC’s rally has been extraordinary, but the most interesting part may be what hasn’t happened yet. $INTC is up +190% YTD and +385% over the last 12 months, yet 34 of 44 analysts still rate the stock Hold or worse. That disconnect matters. When price leads fundamentals, analysts often chase. When fundamentals begin improving while analysts remain sceptical, upgrades themselves can become a catalyst. 🏭 BofA just delivered a rare double-upgrade on $INTC and lifted its price target to $135 from $96, a 41% increase. The f
      4647
      Report
    • FisteinFistein
      ·06-12 10:25
      $Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (SGX:A31) Simply Wall St Financial Health Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD117.39 million. Operations: The company generates revenue primarily from its Communications Equipment segment, totaling $15.53 million. Market Cap: SGD117.39M
      309Comment
      Report
    • MrzorroMrzorro
      ·06-11 17:49
      Before SpaceX Rings the Bell: Bull and Bear ETFs Are Lining Up SpaceX prices on June 11 and debuts June 12 on Nasdaq under SPCX $Space Exploration Technologies Corp(SPCX)$   — targeting $135 per share (subject to pricing on June 11), with a ~$75B raise and ~$1.75T valuation that would mark the largest IPO on record. Behind the stock, a quieter ETF arms race has formed: a wave of 2x daily single-stock ETFs is queued up to amplify SPCX's debut — most on the bull side, fewer on the bear side, with additional filings still working through SEC review. Bulls lead. Bears in the wings. All of the ETFs covered here are 2x daily products — they aim to deliver twice SPCX's daily move, in either direction. Anticipated on June 15 (Monday): Multiple i
      385Comment
      Report
    • nerdbull1669nerdbull1669
      ·06-11 10:31

      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair

      The volatile session on June 10, 2026, perfectly captured the friction currently defining the market: a collision of hot inflation data, geopolitical flashpoints, and a structural rebalancing of tech portfolios. With headline CPI printing at 4.2% (driven largely by a massive surge in energy costs) and President Trump’s warning of a swift response to Iran following the downed U.S. Apache helicopter in the Strait of Hormuz, macro headwinds are undeniably gathering. How This Week Ends & The Near-Term Outlook (Second Half of June) The immediate direction of the market for the rest of this week and next is heavily tied to a massive liquidity event: the SpaceX IPO on Friday, June 12. The Liquidity Drain: Tech and AI sectors have been hit by intense profit-taking, confirming a tactical correc
      495Comment
      Report
      Market Navigates Geopolitical Volatility, SpaceX IPO, and Hawkish Shift under New Fed Chair
    • orsiriorsiri
      ·06-11 10:16

      Western Digital: The Cost of Remembering Everything

      The AI boom has created a peculiar obsession on Wall Street. Investors spend endless hours discussing GPUs, model sizes and computing power, while largely ignoring a more mundane question: where does all this data actually live? The market seems convinced that AI's future will be determined by who owns the fastest chips. I am beginning to suspect the bigger opportunity may belong to those who own the cheapest and most scalable memory. After all, intelligence is only useful if you can remember it. That brings me to Western Digital. While many investors still view WDC as a cyclical storage manufacturer, I increasingly see a company sitting at the centre of one of AI's most overlooked infrastructure challenges. The world is producing data at an astonishing rate, and AI is accelerating that tr
      515Comment
      Report
      Western Digital: The Cost of Remembering Everything
    • JC888JC888
      ·06-09

      ALOY - Is it Monopoly time all over again ?

      The last time I covered $REALLOYS INC(ALOY)$, it was back in 17 Apr 2026. click here ! for details. At that point in time, it was $9.76 /share (see below) As of April 2026 Since April 2026 post, much has happened with ALOY. Far from sitting static, the company has engineered a massive operational turnaround, transforming itself into a prominent comeback stock on the back of major new alliances, strategic commercial partnerships, and a monumental institutional milestone. Primary catalyst for recent turnaround is official announcement of ALOY inclusion into the broad-market Russell 3000® Index. (see below) Inclusion will come into effect on Mon, 29 Jun 2026. Advantages. This mi
      3.55K8
      Report
      ALOY - Is it Monopoly time all over again ?
    • nerdbull1669nerdbull1669
      ·06-10 09:15

      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump

      $Adobe(ADBE)$ is stepping into a defining moment with its fiscal Q2 2026 earnings release scheduled for Thursday, June 11, 2026, after the market close. The stock has had a rough ride, down roughly 25%–30% year-to-date due to a pervasive market narrative that generative AI tools (like Sora, Midjourney, and Anthropic's Claude Design) could disrupt Adobe's creative monopoly. However, a recent early-June rotation back into software has given it some momentum heading into the print. Here is a breakdown of what the market expects, the key metrics that will dictate the stock's direction, and potential short-term options trading setups. Consensus Expectations & Guidance Adobe's own management previously guided to these specific bands, and Wall Street
      1.06KComment
      Report
      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump
    • BarcodeBarcode
      ·06-11 03:02
      $Canadian Natural Resources(CNQ)$ $Boston Scientific(BSX)$  $Rigetti Computing(RGTI)$  🚨📉💰 Short Sellers Just Made Their Move, Which Stock Forces Them To Cover First? 💰📉🚨 Short sellers are becoming increasingly aggressive across several well-known names, but history shows that crowded trades can work both ways. I’m watching a growing divergence between bearish positioning and actual stock performance. When short interest rises while share prices remain resilient, the ingredients for a powerful squeeze can begin forming beneath the surface. 📊 The biggest increases in short interest include: • $CNQ +281% • $BSX +83% • $PTEN +82% • $MCK +82% • $CPN
      8868
      Report
    • orsiriorsiri
      ·06-10 11:49

      QCOM – Licence to Bill

      The Wrong War Wall Street has become obsessed with a single question: can Qualcomm crack the PC market and take meaningful share from Intel and AMD? It is an understandable debate. Qualcomm's Snapdragon X Elite platform and Oryon CPU architecture have finally given the company a credible shot at breaking into a market that has historically treated ARM chips like an uninvited guest at a family barbecue. Yet I think investors are fighting the wrong war. The real question is not whether Qualcomm becomes the king of AI PCs. It is whether Qualcomm can position itself to benefit every time another AI-capable device joins the global network. That may sound less exciting than a silicon showdown, but history suggests the companies that own the roads often make more money than the companies racing o
      5284
      Report
      QCOM – Licence to Bill
    • nerdbull1669nerdbull1669
      ·06-10 09:15

      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump

      $Adobe(ADBE)$ is stepping into a defining moment with its fiscal Q2 2026 earnings release scheduled for Thursday, June 11, 2026, after the market close. The stock has had a rough ride, down roughly 25%–30% year-to-date due to a pervasive market narrative that generative AI tools (like Sora, Midjourney, and Anthropic's Claude Design) could disrupt Adobe's creative monopoly. However, a recent early-June rotation back into software has given it some momentum heading into the print. Here is a breakdown of what the market expects, the key metrics that will dictate the stock's direction, and potential short-term options trading setups. Consensus Expectations & Guidance Adobe's own management previously guided to these specific bands, and Wall Street
      407Comment
      Report
      Adobe Q2 2026 Earnings: AI Monetization and Guidance Raise Hold Key to Reversing Year-to-Date Software Slump
    • Shernice軒嬣 2000Shernice軒嬣 2000
      ·06-11 07:37

      🚀 ORACLE (ORCL) Q4 RESULTS: STRONG BEAT, BUT STOCK DROPS AFTER HOURS 📉

      $Oracle(ORCL)$   delivered another impressive quarter: ✅ Revenue: US$19.18B (+21% YoY), above expectations of US$19.1B  ✅ Non-GAAP EPS: US$2.11, beating estimates of US$1.96  ✅ Operating profit hit a record high  ✅ Remaining Performance Obligations (RPO) surged 363% YoY to US$638B, showing massive future revenue visibility 🔥 AI & CLOUD GROWTH REMAIN THE MAIN STORY • Total Cloud Revenue: US$9.9B (+47%) • Cloud Infrastructure (IaaS): US$5.8B (+93%) • Multicloud Database Revenue: +404% Oracle signed US$67B worth of AI infrastructure contracts in the quarter alone. Management says AI demand continues to exceed supply, and many customers are either prepaying or supplying their own GPUs, reduci
      1.00K1
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      🚀 ORACLE (ORCL) Q4 RESULTS: STRONG BEAT, BUT STOCK DROPS AFTER HOURS 📉
    • Tiger VTiger V
      ·06-11 08:13

      Geopolitical Jitters Trigger Global Market Retreat

      Market Overview Global equity markets closed broadly lower as escalating geopolitical tensions between the United States and Iran overshadowed investor sentiment. Concerns intensified after U.S. President Donald Trump indicated that negotiations with Iran were progressing too slowly and hinted at additional actions. The heightened uncertainty sparked a risk-off environment, leading to broad-based selling across major markets, particularly in technology stocks. United States: Broad Sell-Off Accelerates U.S. equities suffered significant losses as geopolitical concerns fueled investor caution. Dow Jones Industrial Average: -953.33 points (-1.9%) to 49,918.78$DJIA(.DJI)$   S&P 500: -119.66 points (-1.6%) to 7,2
      151Comment
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      Geopolitical Jitters Trigger Global Market Retreat
    • nerdbull1669nerdbull1669
      ·06-09

      Chewy Q1 2026 Earnings Preview: Focus on Margin Resilience Over Volume Amid Sluggish Pet Industry Trends

      Chewy (CHWY) is scheduled to report its fiscal Q1 2026 financial results pre-market on Wednesday, June 10, 2026. The stock comes into this print looking quite beaten down—trading more than 40% off its 52-week highs (sitting in the mid-$20s)—yet its fundamental underlying story remains a battleground over margin expansion vs. a slowing pet industry macro environment. Management previously flagged Q1 as likely being the low point of the year for both revenue growth and profitability, which sets up an intriguing risk/reward dynamic. Key Consensus Estimates Net Sales: Expected around $3.35 billion, representing roughly 7.5% year-over-year growth. Earnings Per Share (EPS): Wall Street consensus sits at $0.39. Chewy has a history of meaningful bottom-line surprises, beating expectations by more
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      Chewy Q1 2026 Earnings Preview: Focus on Margin Resilience Over Volume Amid Sluggish Pet Industry Trends
    • BarcodeBarcode
      ·06-10
      $Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$  $NVIDIA(NVDA)$  📉🌎⚡ $SPX Suffers An $824B Hit As AI Capital Begins To Rotate ⚡🌎📉 The market finally delivered a meaningful warning shot. The S&P 500 has lost more than $824B in market capitalisation today and now sits nearly -4% below the all-time highs reached on 02Jun26. What catches my attention is not the decline itself, but the changing behaviour beneath the surface. $MSFT has broken below the psychologically important $400 level for the first time since 15Apr26. Key observations: • More than $21M in short-dated single-leg puts were purchased on $MSFT today • Shares are now do
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      ·06-09

      Fluence Scores Another Win in Poland as Europe's Battery Build-Out Accelerates

      The European battery storage race is heating up, and $Fluence Energy, Inc.(FLNC)$   has quietly added another important victory to its growing order book. Developer and EPC firm OX2 has selected Fluence Energy to supply its 50MW/120MWh battery energy storage system (BESS) project in Poland. The project is particularly attractive because it comes with a 17-year Capacity Market (CM) contract, secured during Poland's 2022 auction. This long-term revenue visibility helps reduce project risk and provides stable cash flows once the asset enters commercial operation in 2027. Why This Matters While a 120MWh project may not grab headlines like the multi-gigawatt announcements seen in the U.S. or Middle East, it highlights a trend investors are wa
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      Fluence Scores Another Win in Poland as Europe's Battery Build-Out Accelerates
    • BarcodeBarcode
      ·06-09
      $Apple(AAPL)$ $Tesla Motors(TSLA)$  $Palantir Technologies Inc.(PLTR)$  🚀📊🔥 Smart Money or Speculative Mania? Options Traders Make Their Choice 🔥📊🚀 Options traders are sending a clear message. While headlines remain focused on interest rates, inflation and economic uncertainty, capital continues flooding into AI, autonomy and technology leaders. The fascinating part is not where the money is flowing. It is where the money is flowing despite weakening charts, disappointing reactions and elevated valuations. 📈 Options volume remains heavily concentrated in the market’s favourite momentum names: $NVDA $TSLA $AAPL $MU $MSFT $AMZN $META $NOK $PLTR
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