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18:47
AMD/Intel New High Again! CPU & Memory Surges: Which Side Do You Pick?
$Advanced Micro Devices(AMD)$ surged +16.5% after-hours to above $400. $INTC$ jumped +17.6% yesterday. Same week: $SanDisk Corp.(SNDK)$ printed 78.4% gross margins, and $Micron Technology(MU)$ 's CEO called memory a "strategic asset for AI." Two AI infrastructure plays are flying simultaneously — CPUs and memory. Which one runs further?1. CPU Story: Demand Is Structurally ShiftingAI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." E
TOPCadi Poon: AI has moved from training to inference + agentic AI. That shift benefits more than just GPUs. $AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." EPYC keeps taking share. MI455X ramp starts in 2H.
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19:15
⚡ Lumentum (LITE) FY2026 Q3 Earnings: The "Optical Engine" of AI
$Lumentum(LITE)$ is transitioning from a cyclical telecom component maker to a high-margin, vertically integrated systems provider for the AI "Giga-factory" era. 1. 📊 Financial Scorecard: Growth & Efficiency Revenue: $808.4M (+90.1% YoY) — Record quarter. Non-GAAP EPS: $2.37 (Beat consensus of $2.26). Operating Margin: 32.2% (Up from ~11% last year). This 2,140 bps expansion signals extreme operating leverage—profits are growing much faster than revenue. Q4 Guidance: Explosive outlook of $960M–$1.01B revenue. 2. 🤝 The "Nvidia Factor" & War Chest Lumentum’s balance sheet was transformed this quarter by a $2 billion strategic investment from Nvidia. Cash Position: Increased to $3.17B. The Moat: Nvidia isn't just a customer; they are a partne
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05-05 17:50
$NVIDIA(NVDA)$
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05-05 20:53
$英特尔(INTC)$ $半导体指数ETF-HOLDRs(SMH)$ $iShares费城交易所半导体ETF(SOXX)$ Not much but enough to upgrade my old desktop. Thank you Intel.
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05-05 20:53
$INTC 20270319 60.0 CALL$ Hard to predict how far it can go, can only move up the SL and make sure not return everything...
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05-05 21:31
$Micron Technology(MU)$
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05-05 21:41
$Lemonade, Inc.(LMND)$ short pull back longest dca and hold
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05-05 21:46
$LITE 20260508 945.0 PUT$ 3 More days to go for another 170k .. wait patiently ... if earning boom tonight ... tomorrow will be great ...
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05-05 21:46
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @CashBoost @Tiger_CashBoostAccount @TigerStars Support / Resistance 📈📉: Support: $394-396, $387, $380, $375 Resistance: $402, $408 (?), $414.5 Outlook 📝: TSLA opened above $394-396 during today's market session, thus may be able to see more short term upside movement towards $402. If TSLA managed to break and hold $40
TOPwow.. ur CBA limit must be v high
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05-05 21:50
$ASML 20260821 1400.0 CALL$ A quick 2 days turnaround trade with ASML. Yesterday ASML pulled back about 2%. Took the opportunity to get in a call position hoping for a rebound. And a rebound it did, today. Close with small profits. 🍀
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05-05 21:54
$COHR 20260508 320.0 PUT$ move like tortoise [Spurting]
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05-05 22:20
$Micron Technology(MU)$ slowly but surely [DOGE]
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05-05 23:14
$OCBC Bank(O39.SI)$ good to buy more or trying buying DBS as it may go upside?
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05-05 23:26
$Apple(AAPL)$ doing well. I trying to buy more but however dun know isnt a right move to do that. Let see this few days how it goes.
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05-05 23:51
$SOXL 20260515 145.0 CALL$ looks about rightsssssss
300
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00:41
$MU 20260717 700.0 CALL$ share for coins. Does it have more runway to go?
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07:04
$Advanced Micro Devices(AMD)$ AMD GO GO GO TO THE MOON 🌙!!!
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07:05
$Intel(INTC)$ Intel go go go to the moon!!!
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10:17
$ASML 20260508 1550.0 CALL$ Regular weekly to bi weekly covered calls on ASML. While it's exhilarating to get lucky on a company and make a neat profit on bullish news, the need for consistency and regularity of income is a huge boon regardless. Hedged both ways, capital gains, and cashing out on dips is simple, reproducible and fuss free.