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General
AfraSimon
·
09:29

$SHOPJoins Software Rebound as $TEAM and $TWLO Lead

Live commerce is the next megatrend, and almost nobody is positioned for it. I have been stalking one name...and I think it's setting up for a BIG move. $Shopify(SHOP)$ Here's why. 1) new emergence of "live commerce" - whatnot is growing FAST and $shop joined their ecosystem last week - shopify just unlocked live selling for millions of merchants - live is outperforming traditional ecommerce - billions in sales - behavioral shift happening... 2) agentic commerce - ceo of $shop: "agentic commerce could be one of the most exciting new paradigms…maybe since the internet" - ai will browse + buy for users - better conversion - shopify can be the rails for this world 3) earnings catalyst - multiple narratives hitting at once - live commerce + ai + distr
$SHOPJoins Software Rebound as $TEAM and $TWLO Lead
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465
General
AfraSimon
·
09:35

$OPEN, $ONDS, $HIMS Lead High-Conviction Catalyst Trades

A mix of high-beta trades, thematic momentum, and catalyst-driven setups—from meme revivals to AI, drones, healthcare, energy, and rare earths. The common thread: asymmetric risk/reward with near-term catalysts + narrative tailwinds. 1. $Opendoor Technologies Inc(OPEN)$ $OPEN...holy guacamole. My top setup right now. - financial "open house" on may 7th - chart = basing + curling - s tier leadership + team - other former "meme stocks" ripping - asymmetric r/r ...you're betting on the team + tam here. Swinging $OPEN shares @ ~$5.44. 2. $Ondas Holdings Inc.(ONDS)$ $ONDS - drone theme - earnings catalyst may 14th - huge merger with mistral recently - counter-drone protection for '26 world cup (solid catalyst)
$OPEN, $ONDS, $HIMS Lead High-Conviction Catalyst Trades
Comment
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681
General
AfraSimon
·
09:43

AI Infrastructure Dominates: $MU, $MRVL, $VRT Drive Leadership

Leadership is expanding across tiers—from core AI infrastructure winners to next-gen enablers and high-beta speculative plays. Tracking where capital is flowing across these layers helps identify both durability and early-stage breakout opportunities. Follow the leading stocks: Market Leaders $SanDisk Corp.(SNDK)$ SanDisk +385.78% $Bloom Energy Corp(BE)$ Bloom Energy +220.77% $Seagate Technology PLC(STX)$ Seagate +157.80% $Lumentum(LITE)$ Lumentum +150.39% $Western Digital(WDC)$ Western Digital +143.67% $Ciena(CIEN)$ Ciena +121.85%
AI Infrastructure Dominates: $MU, $MRVL, $VRT Drive Leadership
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1.65K
General
Macquarie Warrants Singapore
·
10:55

DBS upgrade: better placed to weather the storm

DBS call warrants are dominating the table of top warrant gainers over one week from 24 April to 30 April, after DBS shares closed 3.4% higher Last Thursday, $DBS(D05.SI)$ jumped as much as 4.3% - its single-day gain over the past year – supported by trading volumes that was 84$ above its 20-day average, after the company reported its first quarter earnings before market The shares are trading another 1% higher to $59.10 this morning Macquarie Research’s (MQ) published a research report on 30 April 2026 on the back of DBS’ analysts briefing post results, with an upgrade in the stock’s rating and price target Read more for the full article containing excerpts of MQ’s report to find out why, and important disclaimers: Key points The key message at
DBS upgrade: better placed to weather the storm
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550
Selection
TigerObserver
·
11:17

Weekly:Bullish April，NASDAQ Posts Best Month Since 2020,Jobs ahead

Last Week's Recap 1. Moderating Market: $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ Add ~1% as April Momentum Cools Moderating market — S&P 500 and NASDAQ both added ~1% to fresh records; Dow edged up 0.5%, still 1.4% below its all-time high. Fed transition — Fed held rates unchanged; Kevin Warsh’s nomination to replace Powell cleared a Senate panel, teeing up a full Senate vote. Bullish April — NASDAQ +15.3% (best month since Apr 2020); S&P 500 +10.4% (best since Nov 2020); Dow +7.1% (best since Nov 2024). Earnings surge — S&P 500 Q1 EPS growth forecast jumped to 27.1% from 15.0% after mega-cap tech beats, per FactSet. GDP comeback — Q1 GDP grew at a 2.0% annual rate, up from 0.5% in Q4 2025. PC
Weekly:Bullish April，NASDAQ Posts Best Month Since 2020,Jobs ahead
# S&P 500 Concludes Best Month! Shall We Sell In May?
Comment
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186
Selection
nerdbull1669
·
11:02

Focus SMCI Earnings More On Margin Trajectory Not "Top-Line Beat"

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal third-quarter 2026 results tomorrow, Tuesday, May 5, 2026, after the market close. The stock has been highly volatile leading up to this print, trading around $27.00–$28.00 after a significant recovery from its late-2024 lows. Investors are primarily looking for stabilization in margins and clarity on the "Blackwell" GPU ramp-up. Q3 2026 Earnings Consensus Estimates Super Micro Computer (SMCI) reported its fiscal second-quarter 2026 results on February 3, 2026. The report was a massive "beat and raise" on the top line, though it underscored the growing pains of scaling AI infrastructure at such a rapid pace. Q2 2026 Earnings Summary The headline numbers showed explosive growth, dri
Focus SMCI Earnings More On Margin Trajectory Not "Top-Line Beat"
# 💰Stocks to watch today?(29 Apr）
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238
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JC888
·
10:57

US Market unaffected by Rising Inflation. Jinjja (really) !

There were only a handful of US economic reports out last week. As we look backwards, they really did not impact US market at all. Is this even possible ? Reports out last week: Tue, 28 Apr 2026 - US Consumer confidence report for April 2026. Wed, 29 Apr 2026 - US Trade balance in goods for March 2026. Thu, 30 Apr 2026 - US Jobless claims - weekly & continuing. Thu, 30 Apr 2026 - US Gross domestic product (GDP) for Q1 2026. Thu, 30 Apr 2026 - Personal consumption expenditure (PCE) for March 2026. Fri, 01 May 2026 - S&P final U.S. manufacturing PMI (final) for April 2026. US Consumer confidence index (CCI) - April 2026. The US Consumer Confidence report was a mild upside surprise, with Conference Board’s headline index rose to 92.8, by +0.6 points from upwardly revised March 2026’s
US Market unaffected by Rising Inflation. Jinjja (really) !
# S&P 500 Concludes Best Month! Shall We Sell In May?
TOPJC888: Hi, My Pick post for today. Hope you like it. Pls help to Repost so more people will get to read about it ok. Thanks v much..
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663
Selection
koolgal
·
05-01 16:53
The USD 5 Trillion Dream: Alphabet's AI Coronation  🌟🌟🌟Following a breathtaking Q1 2026 earnings report, $Alphabet(GOOGL)$  $Alphabet(GOOG)$  market cap shot past USD 4.6 trillion this week, nearly tripling its value in just 2 years. This isn't just a rally.  It is a structural re-rating.  Analysts now believe hitting a USD 5 Trillion market cap in 2026 is no longer a bull case day dream.  It is a matter of when, not why. Google's Super Earnings Receipts  Google didn't just beat estimates.  It changed the narrative from AI potential to AI utility. Top Line Surge: Revenue reached USD 109.9 billion, a 22%
The USD 5 Trillion Dream: Alphabet's AI Coronation 🌟🌟🌟Following a breathtaking Q1 2026 earnings report, $Alphabet(GOOGL)$ $Alphabet(GOOG)$ market c...
# Alphabet Surges 10%! Can GOOG Hit $5 Trillion Market Cap This Year?
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Shernice軒嬣 2000 @Shyon @JC888 @Barcode
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General
Tiger V
·
05-01 21:48
$Coterra Energy Inc.(CTRA)$ The most significant development for Coterra Energy Inc. (CTRA) is its proposed merger with Devon Energy, which has major implications for its stock. The outlook is predominantly bullish due to the merger premium and price momentum, but a key bearish factor is its imminent removal from the S&P 500 index .
CTRA
05-01 21:44
USCoterra Energy Inc.
SidePrice | FilledRealized P&L
Buy
Open
35.63
0
-1.57%
Holding
Coterra Energy Inc.
$Coterra Energy Inc.(CTRA)$ The most significant development for Coterra Energy Inc. (CTRA) is its proposed merger with Devon Energy, which has maj...
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336
General
盲炳
·
05-01 21:54
$WDC 20260501 400.0 PUT$ 賣出1手 WDC 5月1日即日到期、行權價$400的末日看跌期權，成交價$0.75。 觀點與操作核心：這是一筆典型的末日輪（0DTE） 高風險收益操作。其核心邏輯純粹押注WDC股價在當日收盤前不會跌破$400整數關口。末日輪期權的時間價值衰減速度極快，對賣方極為有利，但Gamma風險也急劇放大，意味著股價臨近行權價時，期權權利金可能劇烈波動。 策略意圖：目標是利用到期前最後幾小時，高速榨取近乎歸零的時間價值。這不是基於長線看多的佈局，而是高概率的短線技術博弈。成功關鍵在於嚴格的日內風控與對關鍵價位的精確判斷，收取的權利金實質上是承擔股價“最後一跌”風險的補償。
WDC PUT
05-01 21:52
US20260501 400.0
SidePrice | FilledRealized P&L
Sell
Open
0.75
1Lot(s)
--
Closed
Western Digital
$WDC 20260501 400.0 PUT$ 賣出1手 WDC 5月1日即日到期、行權價$400的末日看跌期權，成交價$0.75。 觀點與操作核心：這是一筆典型的末日輪（0DTE） 高風險收益操作。其核心邏輯純粹押注WDC股價在當日收盤前不會跌破$400整數關口。末日輪期權的時間價值衰減速...
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58.68K
General
Elliottwave_Forecast
·
05-01 22:20

Elliott Wave Perspective: S&P 500 (SPX) Impulsive Rally from March 2026 Low Nears End

The S&P 500 Index (SPX) ended its correction from the April 2025 low at 6319.68, which we identify as wave (2). From that level, the Index advanced in wave (3) and broke to a new all‑time high. This confirmed the start of the next bullish leg and established a bullish sequence from the April 2025 low. The 100% Fibonacci extension target for wave (3) is projected at 8476. Wave (3) is unfolding as an impulsive Elliott Wave structure, with wave 1 of (3) approaching completion. From the wave (2) low, wave ((i)) advanced to 6609.67. A corrective pullback in wave ((ii)) followed, ending at 6474.94. The Index then rallied in wave ((iii)) toward 7147.52. A modest retracement in wave ((iv)) concluded at 7046.55. The final leg, wave ((v)) of 1, should end soon, completing the cycle from the Marc
Elliott Wave Perspective: S&P 500 (SPX) Impulsive Rally from March 2026 Low Nears End
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197
General
一追再追
·
05-01 22:42
$FLY 20260501 32.0 PUT$ 這是一筆針對美股 FLY 的末日輪（0DTE）看跌期權短線博弈。交易於美東時間深夜 22:38 成交，本質上是利用了極短的到期時間（當日到期）來博取時間價值。策略核心押注 FLY 股價在當日收盤前不會跌破 $32 關鍵支撐位，只要股價維持在行權價之上，這張期權便會歸零，賣方得以穩定賺取 $0.21/股的權利金。這種操作屬於高槓桿的盤中突襲，雖然勝率看似較高，但一旦盤中出現閃崩跌破支撐，面臨的 Gamma 風險極大，是典型的「高概率、高波動」收割時間價值的激進策略。
FLY PUT
05-01 22:38
US20260501 32.0
SidePrice | FilledRealized P&L
Sell
Open
0.21
2Lot(s)
--
Closed
Firefly Aerospace Inc.
$FLY 20260501 32.0 PUT$ 這是一筆針對美股 FLY 的末日輪（0DTE）看跌期權短線博弈。交易於美東時間深夜 22:38 成交，本質上是利用了極短的到期時間（當日到期）來博取時間價值。策略核心押注 FLY 股價在當日收盤前不會跌破 $32 關鍵支撐位，只要股價維持在行權價...
Comment
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235
General
xc__
·
05-02 00:11

🚀 HISTORIC BREAKOUT: $SPY Delivers Best Month Since 2020 — The Iran Oil Shock That Wasn't 📈

🔥 The Pulse $Alphabet(GOOG)$ $Caterpillar(CAT)$ $Eli Lilly(LLY)$ $Philadelphia Semiconductor Index(SOX)$ $S&P 500(.SPX)$ Wall Street just crushed one of the most impressive monthly performances in modern market history, and nobody's talking about it loud enough. The $SPY (S&P 500) ripped +10.4% in April to close at an all-time high of 7,209.01, marking the strongest monthly gain since the post-COVID rebound of 2020. What's remarkable? This rally steamrolled through geopolitical chaos — Iran tensions spiked oil prices past $4/gallon, yet the market didn't blink. Instead, Q1
🚀 HISTORIC BREAKOUT: $SPY Delivers Best Month Since 2020 — The Iran Oil Shock That Wasn't 📈
# S&P 500 Concludes Best Month! Shall We Sell In May?
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699
General
Shernice軒嬣 2000
·
05-02 00:52

Goldman Just Said What the Market Isn’t Ready to Admit About AI — But They Missed One Explosive Detail

Everyone is still chasing chips like it’s 2024. But the real trade for 2026? It’s shifting—fast. Goldman Sachs’ Toshiya Hari just made a call most people will dismiss: 👉 Overweight hyperscalers, underweight semiconductors. Sounds wrong… until you understand the setup. The Market Is Pricing AI Backwards Chips already had their run Philadelphia Semiconductor Index up ~150% Trading at premium valuations Meanwhile: $Amazon.com(AMZN)$   $Microsoft(MSFT)$   $Alphabet(GOOG)$   $Meta Platforms, Inc.(META)$ 
Goldman Just Said What the Market Isn’t Ready to Admit About AI — But They Missed One Explosive Detail
# Oracle Drops 4%: Does OpenAI's Miss Threaten Cloud Contract Delivery?
TOPAh_Meng: You are absolutely correct about this… I am living in fossil past, so I am always concerned about cost. $Oracle(ORCL)$ must run fast enough before the economy collapses. I sense a transfer of assets between some of the haves and have nots. With increased borrowing everywhere, when the economy goes under, debts will ballooned into demons, AI will still go on, but the players would be different. The pain of the Dot com bust (when you were still a toddler?) still hurts for those who experienced it…
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Pan the man
·
05-02 01:36
$Wolfspeed Inc.(WOLF)$ 宽禁带半导体碳化硅（SiC）与氮化镓（GaN）作为能源转型及人工智能数据中心的关键硬件瓶颈，其需求持续放大的产业逻辑获得市场认可。此外，前一交易日公司股价已大幅反弹，在前期因财报预期下滑引发的恐慌性抛售后，资金持续回补推动股价延续涨势。 $Wolfspeed Inc.(WOLF)$  
WOLF
05-02 01:31
USWolfspeed Inc.
SidePrice | FilledRealized P&L
Buy
Open
36.51
0
+2.33%
Holding
Wolfspeed Inc.
$Wolfspeed Inc.(WOLF)$ 宽禁带半导体碳化硅（SiC）与氮化镓（GaN）作为能源转型及人工智能数据中心的关键硬件瓶颈，其需求持续放大的产业逻辑获得市场认可。此外，前一交易日公司股价已大幅反弹，在前期因财报预期下滑引发的恐慌性抛售后，资金持续回补推动股价延续涨势。 $Wolf...
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377
Selection
Pan the man
·
05-02 01:36
$Intel(INTC)$ $Intel(INTC)$  实战分享：无脑定投到顺势加仓，用Livermore模型重塑我的收益曲线 ⸻ 很多投资者把“定投”当作长期制胜法宝，但实际执行几年后会发现一个现实问题：收益很大程度取决于运气（买在什么周期），而不是方法本身。 我曾长期采用传统定投，但在系统研究Jesse Livermore的交易体系后，逐步把“时间定投”升级为“顺势加仓定投”。这一变化，本质上不是优化频率，而是改变资金与确定性的关系。 ⸻ 一、Livermore顺势加仓的底层原理（核心机制） Livermore的体系不是简单的“追涨”，而是一套严格的资金递进模型（Pyramiding）。它解决的是一个关键问题： 在不确定的市场中，如何让仓位与正确性同步增长？ ⸻ 1）三层逻辑结构 （1）试探性建仓（Pilot Position） * 初始仓位很小（通常10%–30%） * 目的不是赚钱，而是验证判断是否正确 👉 本质：用最小成本换取市场反馈 ⸻ （2）市场验证（Market Confirmation） Livermore认为： * 价格本身就是最真实的信息 * 上涨说明资金在认同这个方向 因此只有当： * 股价突破关键阻力位（pivot） * 或持续创新高 才说明逻辑被市场认可 ⸻ （3）递进加仓（Pyramiding） 一旦市场验证正确： * 第一次加仓：趋势确认 * 第二次加仓：趋势强化 * 第三次加仓：趋势加速 👉 关键点： 每一笔加仓都建立在“已有盈利”的基础上 ⸻ 2）核心约束（极其重要） Livermore体系要注意的地方： * ❌ 绝不在亏损中加仓 * ❌ 不抄底
INTC
05-02 01:31
USIntel
SidePrice | FilledRealized P&L
Buy
Open
98.68
0
+2.12%
Holding
Intel
$Intel(INTC)$ $Intel(INTC)$ 实战分享：无脑定投到顺势加仓，用Livermore模型重塑我的收益曲线 ⸻ 很多投资者把“定投”当作长期制胜法宝，但实际执行几年后会发现一个现实问题：收益很大程度取决于运气（买在什么周期），而不是方法本身。 我曾长期采用传统定投，但在系统...
Comment
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535
General
Pan the man
·
05-02 01:36
$Twilio(TWLO)$ The company's messaging and voice solutions have expanded with the help of AI. Enterprises can use Twilio's AI tools to streamline customer support or integrate their own large-language models into Twilio's platform. Most notably, the platform's VoiceAI tool helped the voice segment to a sixth-straight quarter of accelerating growth, Oppenheimer analyst Ittai Kidron pointed out in a research note. AI and the cross-selling of products are driving strong customer retention, the firm said, reiterating an Outperform rating and bumping its price target to $200 from $170. $Twilio Inc(TWLO)$  
TWLO
05-02 01:31
USTwilio
SidePrice | FilledRealized P&L
Buy
Open
178.76
1
+2.80%
Holding
Twilio
$Twilio(TWLO)$ The company's messaging and voice solutions have expanded with the help of AI. Enterprises can use Twilio's AI tools to streamline c...
Comment
Report
188
General
JC888
·
05-02 01:38
Hi readers, SoFi fell after its Q1 2026 earnings were released, despite doubling on revenue earned.  However, a day after the stock is already rising by +4% (see attached) midday.  Have investors finally realized being conservative and not revising its FY 2026 earnings and Q2 2026 earnings is not a crime, given the instability & volatility brought by the incumbent government.  May hay while the sun shines... right ! 

SoFi Tumbles Despite 2x Earnings. Why ?

@JC888：
$SoFi Technologies Inc.(SOFI)$ has been one of my favourite topics to share at Tiger Brokers. My 2 recent few posts were : 09 Feb 2026 - SoFi - Strong Q4 is a BUY despite pullback now. 18 Dec 2025 - SoFi Dips: Buy the Growth, Ignore the Noise. On Wed, 29 Apr 2026, SoFi reported its Q1 2026 earnings results, delivering a performance characterized by record-breaking top-line growth and sustained profitability. Despite these milestones, US market reacted with a sharp sell-off, raising questions about the disconnect between fundamental performance and investor sentiments. As there is much to cover, let’s jum
SoFi Tumbles Despite 2x Earnings. Why ?
Hi readers, SoFi fell after its Q1 2026 earnings were released, despite doubling on revenue earned. However, a day after the stock is already risin...
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2.06K
Selection
Barcode
·
05-02 06:44
$Apple(AAPL)$ $SoundHound AI Inc(SOUN)$  $GameStop(GME)$  🔥📊 Smart money is splitting the market: AI calls surge while index hedging builds 📊🔥 📈 I’m seeing a clear divergence in options flow as capital aggressively targets AI and semiconductor leadership while quietly building protection across broader indices. I’m not looking at noise, I’m tracking institutional positioning expressing both conviction and caution at the same time. 📊 Call flow concentration I’m seeing call-heavy flows cluster into leadership and narrative-driven names like Apple ($AAPL), where near-dated upside calls continue to be accumulated even into strength. That signals po
$Apple(AAPL)$ $SoundHound AI Inc(SOUN)$ $GameStop(GME)$ 🔥📊 Smart money is splitting the market: AI calls surge while index hedging builds 📊🔥 📈 I’m ...
# 💰Stocks to watch today?(29 Apr）
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22.33K
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Fenger1188
·
05-02 07:54
$Occidental(OXY)$ 是一家成立于1920年的美国能源巨头，作为全美前五大油气生产商之一，其业务集石油勘探、化工制造与新兴低碳技术于一体。 2026 年初刚卖掉化工业务 OxyChem 后，公司已成为一家更纯粹的油气公司。 巴菲特为何持续加仓？ 绝非赌油价，巴菲特把OXY当作一张高息债 + 一份油价看涨期权的组合，而非单纯赌石油。 西方石油（OXY）的2026年第一季度财报将于美东时间，2026年5月5日盘后公布。 截至目前，分析师对西方石油（OXY）的观点已出现明显分歧：看多派上调了目标价并看好运营效率，中性/观望派则认为当前股价已基本反映了利好。 综合25位分析师的评价，当前市场平均目标价约为 $64。其中包含 6个买入、1个优于大盘、15个持有、1个低于大盘、2个卖出 评级，“持有”占比最高，显示出华尔街整体偏向观望。 本次Q1财报（5月5日盘后）将是验证上述逻辑的关键。分析师预测调整后每股收益（EPS）约为0.59-0.70美元。 就这两点，财报出来对一下就行。 ✅ 达标 → 继续持有 · 调整后EPS ≥ $0.59 · 净债务 从150亿美元下降 ❌ 不达标 → 警惕回调 · 调整后EPS < $0.59 · 净债务 没有下降 
OXY
05-02 07:53
USOccidental
SidePrice | FilledRealized P&L
Buy
Open
58.68
12
+0.02%
Holding
Occidental
$Occidental(OXY)$ 是一家成立于1920年的美国能源巨头，作为全美前五大油气生产商之一，其业务集石油勘探、化工制造与新兴低碳技术于一体。 2026 年初刚卖掉化工业务 OxyChem 后，公司已成为一家更纯粹的油气公司。 巴菲特为何持续加仓？ 绝非赌油价，巴菲特把OXY当作一张...
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