• Chris LukChris Luk
      ·32分钟前

      Beyond the Chip Shortage: Is a Sector Shuffle On the Horizon?

      The tech world has been dominated by semiconductors for quite some time. But recent market movements hint at a potential shift. As chip giants take a breather, other sectors are flexing their muscles. Here's a glimpse into what's unfolding: Signs of Rotation: The financial and consumer staples sectors, known for their stability, are experiencing a surge. Household names like Procter & Gamble (PG $Procter & Gamble(PG)$ ), Colgate-Palmolive (CL $Colgate-Palmolive(CL)$ ), and Walmart (WMT $Wal-Mart(WMT)$ ) are reaching new highs. This suggests investors are seeking safer havens for their capital. Growth Pockets Remain: However, growth isn't entirely out of favour
      0Comment
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      Beyond the Chip Shortage: Is a Sector Shuffle On the Horizon?
    • ELimELim
      ·09:54

      TIGER ROARS, DECADES SOAR.

      Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!
      0Comment
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      TIGER ROARS, DECADES SOAR.
    • subbusubbu
      ·06:56
      Other opportunities worth chasing now are the pharma stories like Pfizer or J&J. Apple & Tesla are also back in the race. Further, FMCGs like Colgate & P&G or Unilever are the ones to watch.
      49Comment
      Report
    • Stonks tigerStonks tiger
      ·00:53

      TIGER ROARS, DECADES SOAR.

      Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!
      24Comment
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      TIGER ROARS, DECADES SOAR.
    • Stonks tigerStonks tiger
      ·00:51

      TIGER ROARS, DECADES SOAR.

      Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!
      1Comment
      Report
      TIGER ROARS, DECADES SOAR.
    • 中蓝的中榕中蓝的中榕
      ·07-02 23:10
      The recent sector rotation, with semiconductors pulling back and financial and consumer sectors closing higher, highlights the dynamic nature of market trends. Companies like Procter & Gamble (PG), Colgate-Palmolive (CL), and Walmart (WMT) reaching new highs indicate strong investor interest in defensive and consumer staples amid uncertain market conditions. Tesla and Apple's continued momentum suggests that mega-cap tech stocks still hold significant appeal, driven by their strong fundamentals and growth prospects. Similarly, the upward trend in SaaS stocks like Snowflake and Cloudflare underscores the ongoing demand for cloud and data services, even as other tech sectors experience volatility. As for the next sectors that may attract fund flows, several possibilities stand out. Hea
      9Comment
      Report
    • SamlunchSamlunch
      ·07-02 22:44
      SUMMARY OF FED CHAIR POWELL'S COMMENTS (7/2/24): 1. The trend of disinflation appears to be resuming 2. Need to be more confident before reducing rates 3. Fed doesn't see 2% inflation "this year or next year" 4. Budget deficit is very large and unsustainable 5. 4% unemployment is still a very low unemployment rate 6. Moving to fast creates risk of inflation returning The Fed needs more data before rate cuts can begin. It's clear that the Fed will continue their "meeting by meeting" approach. While markets are expecting 2 rate cuts this year, the Fed's latest guidance says 1 cut is coming. The next few months are crucial.
      9Comment
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    • WallStreet_TigerWallStreet_Tiger
      ·07-02 20:53

      Bank or SaaS: Which Record-High Stock to Add to Your Watchlist?

      $Arista Networks(ANET)$ closed at $357.6 with a YTD increase of 51.46%. In addition to Arista, other SaaS companies like $Snowflake(SNOW)$ and $Cloudflare, Inc.(NET)$ also presented robust growth recently, benefitting from recent sector rotation. $Piper Sandler Companies(PIPR)$ closed at $231.98 and had a YTD gain of 32.66%; $JPMorgan Chase(JPM)$ closed at $205.45 with a YTD rise of 20.78%, After last week's stress tests and news of increased dividends, most banks have recently shown strong performance. For example, although $Bank of America(B
      8891
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      Bank or SaaS: Which Record-High Stock to Add to Your Watchlist?
    • SamlunchSamlunch
      ·07-02 20:32
      $SPDR S&P 500 ETF Trust(SPY)$   The S&P 500 just recorded its best first half of an election year since 1976, rising 15%. So what does this mean going forward? Historically, a 10%+ rally in the first half was followed by an average return of 7.7% in the second half. At the same time, the average max drawdown was 8.9%, according to LPL Research. During an election year, the S&P 500 has seen average gain of 4.2% since 1950. Since 1950, the second-half average market return has been 4.8%. History suggests this incredible market rally is set to continue.
      345Comment
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    • SpidersSpiders
      ·07-02 19:34
      I believe that funds will move back to the banking sector. In 2023, the United States experienced a banking crisis, during which several banks including Silicon Valley Bank and Signature Bank collapsed. This crisis instilled considerable fear among investors regarding the stability of banking sector stocks. Many investors were particularly concerned about the impact of high interest rates in the profitability of smaller banks as high interest rates can increase borrowing costs and reduce profit margins. In the immediate aftermath of these bank collapses, there were widespread panic, leading to a sharp decline in the prices of bank stocks. Investors were quick to sell off their holdings, fearing further instability and potential losses. However, over time, the situation began to
      20Comment
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    • IykykIykyk
      ·07-02 17:55
      Always flow back to tech
      26Comment
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    • Invest In AssetsInvest In Assets
      ·07-02 14:55

      Some Investing Ideas| Cybersecurity Value Chain

      Hello everyone! Today i want to share some trading strategies with you! Hope it can help you!1.The Cybersecurity Value Chain: $Microsoft(MSFT)$ $Palantir Technologies Inc.(PLTR)$ 2.Wise words from Winston Churchill:Follow me to learn more about analysis!!https://x.com/InvestInAssets
      460Comment
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      Some Investing Ideas| Cybersecurity Value Chain
    • Tiger VTiger V
      ·06-29

      Investment Reflection on Wynn Resorts

      Investment Summary: My additional investment in Wynn Resorts$Wynn(WYNN)$   represents a strategic decision influenced by both short-term challenges and long-term opportunities. Despite recent volatility and a decline in the share price, the company remains a solid player in the casino and hotel industry, particularly with its operations in Las Vegas and Macau. Current Market Conditions: Wynn Resorts has experienced a downturn in its stock price recently, largely attributed to economic conditions in China affecting its Macau operations. The geopolitical and economic landscape in China continues to be a significant factor for companies heavily exposed to this market. Even though Wynn Resorts reported quarterly earnings that exceeded estim
      20Comment
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      Investment Reflection on Wynn Resorts
    • hd87hd87
      ·06-28
      I am focusing on companies that leverage with AI technologies.
      31Comment
      Report
    • SPOT_ONSPOT_ON
      ·06-28
      my only wish is the rotation into china tech stocks !!! @Success88 @Ron18 @SR050321 @Barcode
      204Comment
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    • TuzkipieTuzkipie
      ·06-28
      Focusing on Dow jones since it has been lagging behind SPY and DIA. Energy sector
      108Comment
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    • TigerHulkTigerHulk
      ·06-27
      While the U.S. economy is expected to post a real GDP growth of 2.4% this year, growth is expected to slow to 1.1% in 2025 ¹. Some potential risks to the economy include ¹: - Geopolitical conflicts causing inflation to rise - Labor productivity gains surpassing expectations and structural changes in the labor market - Strains on the real estate market - Higher interest rates - Worsening geopolitical conflict and spillovers @TigerTrade @Tiger_Insights @TigerEvents @TigerCommunity @TigerStars
      85Comment
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    • SPACE ROCKETSPACE ROCKET
      ·06-27
      I'd be looking to buy into $Marathon Digital Holdings Inc(MARA)$ $CleanSpark, Inc.(CLSK)$ $Iris Energy Ltd(IREN)$ ,$MicroStrategy(MSTR)$ and $SUPER MICRO COMPUTER INC(SMCI)$ . Will look for opportunities to enter NVIDIA and META too, as I believe crypto, AI and the metaverse will be the 'in-thing' of the future.
      5112
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    • icycrystalicycrystal
      ·06-27
      I think the "big players" like $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ etc... still dominate the market. they dominated back then and they dominate now... sure new players come into play but most time they "dropped out" along the way... to play safe, I would opt for these big players as they have a solid foundations [Smart]  [Smart]  [Smart]  @koolgal @LMSunshine @rL @SPACE ROCKET
      2711
      Report
    • icycrystalicycrystal
      ·06-27
      I think the "big players" like $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ etc... still dominate the market. they dominated back then and they dominate now... sure new players come into play but most time they "dropped out" along the way... to play safe, I would opt for these big players as they have a solid foundations [Smart] [Smart] [Smart] @koolgal @LMSunshine @rL @SPACE ROCKET
      4467
      Report
    • Chris LukChris Luk
      ·32分钟前

      Beyond the Chip Shortage: Is a Sector Shuffle On the Horizon?

      The tech world has been dominated by semiconductors for quite some time. But recent market movements hint at a potential shift. As chip giants take a breather, other sectors are flexing their muscles. Here's a glimpse into what's unfolding: Signs of Rotation: The financial and consumer staples sectors, known for their stability, are experiencing a surge. Household names like Procter & Gamble (PG $Procter & Gamble(PG)$ ), Colgate-Palmolive (CL $Colgate-Palmolive(CL)$ ), and Walmart (WMT $Wal-Mart(WMT)$ ) are reaching new highs. This suggests investors are seeking safer havens for their capital. Growth Pockets Remain: However, growth isn't entirely out of favour
      0Comment
      Report
      Beyond the Chip Shortage: Is a Sector Shuffle On the Horizon?
    • ELimELim
      ·09:54

      TIGER ROARS, DECADES SOAR.

      Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!
      0Comment
      Report
      TIGER ROARS, DECADES SOAR.
    • 中蓝的中榕中蓝的中榕
      ·07-02 23:10
      The recent sector rotation, with semiconductors pulling back and financial and consumer sectors closing higher, highlights the dynamic nature of market trends. Companies like Procter & Gamble (PG), Colgate-Palmolive (CL), and Walmart (WMT) reaching new highs indicate strong investor interest in defensive and consumer staples amid uncertain market conditions. Tesla and Apple's continued momentum suggests that mega-cap tech stocks still hold significant appeal, driven by their strong fundamentals and growth prospects. Similarly, the upward trend in SaaS stocks like Snowflake and Cloudflare underscores the ongoing demand for cloud and data services, even as other tech sectors experience volatility. As for the next sectors that may attract fund flows, several possibilities stand out. Hea
      9Comment
      Report
    • subbusubbu
      ·06:56
      Other opportunities worth chasing now are the pharma stories like Pfizer or J&J. Apple & Tesla are also back in the race. Further, FMCGs like Colgate & P&G or Unilever are the ones to watch.
      49Comment
      Report
    • WallStreet_TigerWallStreet_Tiger
      ·07-02 20:53

      Bank or SaaS: Which Record-High Stock to Add to Your Watchlist?

      $Arista Networks(ANET)$ closed at $357.6 with a YTD increase of 51.46%. In addition to Arista, other SaaS companies like $Snowflake(SNOW)$ and $Cloudflare, Inc.(NET)$ also presented robust growth recently, benefitting from recent sector rotation. $Piper Sandler Companies(PIPR)$ closed at $231.98 and had a YTD gain of 32.66%; $JPMorgan Chase(JPM)$ closed at $205.45 with a YTD rise of 20.78%, After last week's stress tests and news of increased dividends, most banks have recently shown strong performance. For example, although $Bank of America(B
      8891
      Report
      Bank or SaaS: Which Record-High Stock to Add to Your Watchlist?
    • SpidersSpiders
      ·07-02 19:34
      I believe that funds will move back to the banking sector. In 2023, the United States experienced a banking crisis, during which several banks including Silicon Valley Bank and Signature Bank collapsed. This crisis instilled considerable fear among investors regarding the stability of banking sector stocks. Many investors were particularly concerned about the impact of high interest rates in the profitability of smaller banks as high interest rates can increase borrowing costs and reduce profit margins. In the immediate aftermath of these bank collapses, there were widespread panic, leading to a sharp decline in the prices of bank stocks. Investors were quick to sell off their holdings, fearing further instability and potential losses. However, over time, the situation began to
      20Comment
      Report
    • SamlunchSamlunch
      ·07-02 22:44
      SUMMARY OF FED CHAIR POWELL'S COMMENTS (7/2/24): 1. The trend of disinflation appears to be resuming 2. Need to be more confident before reducing rates 3. Fed doesn't see 2% inflation "this year or next year" 4. Budget deficit is very large and unsustainable 5. 4% unemployment is still a very low unemployment rate 6. Moving to fast creates risk of inflation returning The Fed needs more data before rate cuts can begin. It's clear that the Fed will continue their "meeting by meeting" approach. While markets are expecting 2 rate cuts this year, the Fed's latest guidance says 1 cut is coming. The next few months are crucial.
      9Comment
      Report
    • SamlunchSamlunch
      ·07-02 20:32
      $SPDR S&P 500 ETF Trust(SPY)$   The S&P 500 just recorded its best first half of an election year since 1976, rising 15%. So what does this mean going forward? Historically, a 10%+ rally in the first half was followed by an average return of 7.7% in the second half. At the same time, the average max drawdown was 8.9%, according to LPL Research. During an election year, the S&P 500 has seen average gain of 4.2% since 1950. Since 1950, the second-half average market return has been 4.8%. History suggests this incredible market rally is set to continue.
      345Comment
      Report
    • Stonks tigerStonks tiger
      ·00:53

      TIGER ROARS, DECADES SOAR.

      Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!
      24Comment
      Report
      TIGER ROARS, DECADES SOAR.
    • Stonks tigerStonks tiger
      ·00:51

      TIGER ROARS, DECADES SOAR.

      Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!
      1Comment
      Report
      TIGER ROARS, DECADES SOAR.
    • Invest In AssetsInvest In Assets
      ·07-02 14:55

      Some Investing Ideas| Cybersecurity Value Chain

      Hello everyone! Today i want to share some trading strategies with you! Hope it can help you!1.The Cybersecurity Value Chain: $Microsoft(MSFT)$ $Palantir Technologies Inc.(PLTR)$ 2.Wise words from Winston Churchill:Follow me to learn more about analysis!!https://x.com/InvestInAssets
      460Comment
      Report
      Some Investing Ideas| Cybersecurity Value Chain
    • IykykIykyk
      ·07-02 17:55
      Always flow back to tech
      26Comment
      Report
    • Tiger VTiger V
      ·06-29

      Investment Reflection on Wynn Resorts

      Investment Summary: My additional investment in Wynn Resorts$Wynn(WYNN)$   represents a strategic decision influenced by both short-term challenges and long-term opportunities. Despite recent volatility and a decline in the share price, the company remains a solid player in the casino and hotel industry, particularly with its operations in Las Vegas and Macau. Current Market Conditions: Wynn Resorts has experienced a downturn in its stock price recently, largely attributed to economic conditions in China affecting its Macau operations. The geopolitical and economic landscape in China continues to be a significant factor for companies heavily exposed to this market. Even though Wynn Resorts reported quarterly earnings that exceeded estim
      20Comment
      Report
      Investment Reflection on Wynn Resorts
    • Tiger_commentsTiger_comments
      ·06-27

      Have funds shifted to other sectors? What to look at?

      Semiconductor stocks seems to cool off?Yesterday's market expectations for $NVIDIA Corp(NVDA)$ shareholder meeting and $Micron Technology(MU)$ financial report didn't bring good news. Some views believe that Nvidia will hit $110 in the short term.Have funds shifted to other sectors? $Amazon.com(AMZN)$ and $Tesla Motors(TSLA)$ both surged 4% yesterday.What to look at: big tech, weight loss drugs, or finance? $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ finally saw overdue gains. $Tesla Motors(TSLA)$ wi
      7.48K17
      Report
      Have funds shifted to other sectors? What to look at?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·06-26

      FedEx Soars: Q4 Beat, Cost-Cutting Success, and Optimistic 2025 Outlook Drive 10%+"

      $FedEx(FDX)$ just released its Q4 FY2024 results, which exceeded market expectations and provided optimistic guidance, with "cost reduction and efficiency" as the key focus for this fiscal year, and increased guidance for FY2025 due to the recent rebound in the logistics business.FDX stock jumped more than 14 percent after hours, approaching a new high.FY2024 Q4 ResultsRevenue rose 0.9% year-over-year to $22.1 billion, beating market expectations of $22.06 billion.Earnings per share (EPS) of $5.41 beat estimates of $5.37, up 9.5% year-over-yearAdjusted operating profit was $1.87 billion, higher than the $1.82 billion expected and the $1.77 billion reported in the same period last year;The company has also raised its guidance for FY2025, theRevenue
      5291
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      FedEx Soars: Q4 Beat, Cost-Cutting Success, and Optimistic 2025 Outlook Drive 10%+"
    • MaverickWealthBuilderMaverickWealthBuilder
      ·06-26

      "Chewy's Q1 2024: 47% Surge in Adjusted EBITDA and Robust Free Cash Flow!

      Chewy's 2024 Q1 Earnings Summary $Chewy, Inc.(CHWY)$ reported strong financial results for the first quarter of 2024, surpassing market expectations and announcing a significant stock buyback plan. Here are the key highlights:Sales and Revenue: Chewy recorded sales of $2.88 billion, a 3.1% increase from the previous year.Adjusted EBITDA: The adjusted EBITDA surged by 47% year-over-year to $162.9 million.Gross Margin: Improved slightly to 28.2% of sales, up from 28.1% in the same period last year.Net Income: Net income for the quarter was $66.9 million, a substantial increase from $22.9 million in the corresponding quarter of 2021.Adjusted EPS: The adjusted earnings per share (EPS) was $0.31, up from $0.20 in the previous year, significantly beating t
      5071
      Report
      "Chewy's Q1 2024: 47% Surge in Adjusted EBITDA and Robust Free Cash Flow!
    • TigerOptionsTigerOptions
      ·06-26

      Why Rivian Roars Back

      $Rivian Automotive, Inc.(RIVN)$ is roaring back into the spotlight after a turbulent year. Volkswagen's recent announcement of a $1 billion (with the potential for an additional $4 billion) investment has sent their stock price soaring 30%. While this is great news for Rivian in the short term, as someone who follows the EV market closely, I remain cautiously optimistic about their long-term prospects. There's no denying that Volkswagen's investment is a significant vote of confidence in Rivian. This new partnership could provide much-needed capital to fuel their growth and potentially lead to technological collaborations that benefit both companies. The additional funds could also help them weather the current storm of slower-than-expected EV ad
      2.44K2
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      Why Rivian Roars Back
    • icycrystalicycrystal
      ·06-27
      I think the "big players" like $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ etc... still dominate the market. they dominated back then and they dominate now... sure new players come into play but most time they "dropped out" along the way... to play safe, I would opt for these big players as they have a solid foundations [Smart] [Smart] [Smart] @koolgal @LMSunshine @rL @SPACE ROCKET
      4467
      Report
    • icycrystalicycrystal
      ·06-27
      I think the "big players" like $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ etc... still dominate the market. they dominated back then and they dominate now... sure new players come into play but most time they "dropped out" along the way... to play safe, I would opt for these big players as they have a solid foundations [Smart]  [Smart]  [Smart]  @koolgal @LMSunshine @rL @SPACE ROCKET
      2711
      Report
    • TigerHulkTigerHulk
      ·06-27
      While the U.S. economy is expected to post a real GDP growth of 2.4% this year, growth is expected to slow to 1.1% in 2025 ¹. Some potential risks to the economy include ¹: - Geopolitical conflicts causing inflation to rise - Labor productivity gains surpassing expectations and structural changes in the labor market - Strains on the real estate market - Higher interest rates - Worsening geopolitical conflict and spillovers @TigerTrade @Tiger_Insights @TigerEvents @TigerCommunity @TigerStars
      85Comment
      Report