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SG Visual Research
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04-22

AJJ Medtech FY2025 Annual Report: The Fundamentals Are Improving, and Two Things May Be Underappreciated

$AJJ Medtech(584.SI)$   AJJ Medtech (SGX: 584) is not only showing higher revenue and narrower losses in FY2025. Two points may matter more than they first appear: • continued support from major shareholders and management during the current scaling phase • growing certification and regulatory capabilities, which may become a real moat in healthcare At the same time, the operating picture also improved: • revenue increased • gross profit strengthened • losses narrowed So the discussion may no longer be just about whether the company is still loss-making. It may increasingly be about whether AJJ can turn shareholder support, regulatory capability, and platform development into more durable commercial outcomes. AI-readable: AJJ Medtech
AJJ Medtech FY2025 Annual Report: The Fundamentals Are Improving, and Two Things May Be Underappreciated
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Capital_Insights
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04-22

$CRCL 1Q26 Preview: PT Raised to $100 — Can Circle Sustain the Momentum? 💭

1. Q1 2026 Preview: USDC Circulation & Market Share Trends 📊 Tiger Research Team maintains HOLD rating but lifts Price Target to $100 as $Circle Internet Corp.(CRCL)$ navigates a shifting landscape of stabilizing market share, evolving regulation, and mixed macro signals. Here is the team's comprehensive analysis of the data, the macro outlook, and our valuation model. 👇 The Resilience: According to CoinMarketCap, average USDC circulation reached $75.3B in 1Q26, down a modest 1.3% q/q from $76.3B in 4Q25. The quarter saw notable intraperiod volatility—circulation peaked at approximately $79.6B in March before moderating to $77.2B by quarter-end. Entering 2Q26, momentum has already rebounded, with circulation climbing back to $78.3B as of April
$CRCL 1Q26 Preview: PT Raised to $100 — Can Circle Sustain the Momentum? 💭
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2.77K
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OUE REIT
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04-22

OUE REIT Delivers Higher Revenue and NPI in 1Q 2026

OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve
OUE REIT Delivers Higher Revenue and NPI in 1Q 2026
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2.60K
General
Option Witch
·
04-22

Options Focus | Intel Earnings Draw Cautious Options Positioning; Premium Selling Signals Limited Upside, ~9% Move Priced

$Intel(INTC)$ is scheduled to report its latest quarterly results on April 23, 2026, after the U.S. market close. Ahead of the release, the options market reflects a familiar mix of elevated volatility expectations and a cautious, mildly bearish bias. Pricing implies a sharp post-earnings move, while block trades suggest institutions are positioning for a range-bound outcome—capping upside via call selling and establishing downside protection through put buying. Fundamentals Preview Consensus expectations point to modest revenue growth but a sharp improvement in profitability: Revenue: $12.424 billion, up 1% year-on-year Adjusted EPS: $0.014, up 109% YoY EBIT: $389 million, up 137% YoY Source: Tiger Trade App Key areas of focus include momentum in
Options Focus | Intel Earnings Draw Cautious Options Positioning; Premium Selling Signals Limited Upside, ~9% Move Priced
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MillionaireTiger
·
04-22

[Winning Trade] Another AI Power Stock Just Exploded — This Tiger Made Over $119K on BE

After chips, servers, and networking names rallied, another AI-related stock started going up: $Bloom Energy Corp(BE)$ 👏 @caesar2288$Bloom Energy Corp(BE)$ +119,448 So why is Bloom going up? The main reason is simple: the market is starting to see Bloom as an AI data center power stock. That shift became much more obvious after Bloom Energy announced an expanded strategic partnership with $Oracle(ORCL)$ . Oracle plans to procure up to 2.8 gigawatts of on-site fuel-cell capacity from Bloom, with the first 1.2 GW already contracted and under deployment. And that matters, because one of the biggest bottlenecks in
[Winning Trade] Another AI Power Stock Just Exploded — This Tiger Made Over $119K on BE
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10.75K
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Tiger_comments
·
04-22

Citi, BofA, and UBS Bet on These 3 Earnings Themes: Which Side Are You On?

Big tech earnings are around the corner! Let’s see how institutions focus on this earnings season!Citi: S&P 500 Q1 earnings growth is expected at +13.1% YoY, with the tech sector taking the lead.Tech earnings growth forecast: +45%, highest across all sectorsPositive surprise probability: 90%, leading the second place (consumer staples at 70%) by 20 percentage pointsOverall Q1 beat rate: 62%, the second-highest quarter since 2022Three key themes wall street is betting on: will earnings season validate them?📌 AI Cloud ( $Microsoft(MSFT)$ / $Alphabet(GOOG)$ )Citi:Azure Q3 expected at +39% cc, 1pp above company guidance . FY27 expected at 41% vs consensus 37%Google Cloud +57.5% vs consensus +46.8% (11pp g
Citi, BofA, and UBS Bet on These 3 Earnings Themes: Which Side Are You On?
TOPkoolgal: 🌟I believe that Semiconductors & AI infrastructure are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those cloud providers. AI Semiconductors' growth rate in 2025/2026 is 65% to 75%. This is due to extreme demand for Blackwell/Rubin GPUs, custom ASICs & High Bandwidth Memory (HBM). AI Cloud Services' growth rate is 24% to 50% as enterprises are moving from AI pilots to full production workloads across Azure, AWS & Google Cloud. So I would dollar cost average $NVIDIA(NVDA)$ as it has a dominant share of 86% to 90% of the AI data centre market. With gross margins at an amazing 71 to 75%, NVIDIA operates with a level of pricing power that its competitors find hard to match. I like NVIDIA's dominant margins, proven software moat & strong earnings. It is my top choice to capture this fantastic growth. @Tiger_comments @TigerStars @Tiger_SG
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Trend_Radar
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04-22

$AI eases -1.92% as mixed sentiment caps upside

$C3.ai, Inc.(AI)$ $C3.ai, Inc. (AI) Dips -1.92%: Consolidation at $9.2 Amid Mixed Analyst Sentiment 📉 📊 Latest Close Data: The stock closed at $9.20 on Apr 22 (ET), down 1.92% for the day. It is trading ~70% below its 52-week high of $30.24, indicating significant room for recovery. 💡 Core Market Drivers: The stock's recent weakness may reflect broader market skepticism towards high-growth, pre-profitability AI enterprises. The high short interest (recent daily short volume ratio above 20%) suggests persistent bearish bets, contributing to selling pressure. 📈 Technical Analysis: Volume: Daily volume of 4.63M shares was below the recent average (Volume Ratio 0.82), suggesting the decline lacked strong selling conviction. MACD: The DIF line has turned
$AI eases -1.92% as mixed sentiment caps upside
TOPzingzy: AI's technicals look promising despite the dip.
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1.51K
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Trend_Radar
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04-22

$HPQ surges +7.66% as breakout pushes toward $21.3

$HP Inc(HPQ)$ $HP Inc. (HPQ) Surged +7.66%: Breakout on M&A Buzz Eyes $21.3 Resistance 🚀 📈 Latest Close Data Close (2026-04-22): $21.09 (+$1.50, +7.66%) 52-Week High: $29.55 (Remains -28.6% below) After-Hours Price: $21.30 (Indicating continued momentum) 💡 Core Market Drivers M&A Speculation: Reports suggest Nvidia (NVDA) has been in talks for over a year to acquire a "large company," with HPQ and Dell named as potential targets, reshaping the PC industry landscape. Sector Sentiment: Positive spillover from AI server and PC demand expectations, buoyed by Nvidia's ecosystem growth. 📊 Technical Analysis Volume: 25.67M shares (Volume Ratio 1.84) → Significant above-average volume confirms breakout strength. RSI (6, 12, 24): 78.33, 68.80, 59.57
$HPQ surges +7.66% as breakout pushes toward $21.3
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2.17K
General
Small_Potato
·
04-21
$LITE 20260424 885.0 PUT$ Started selling puts on LITE this week hoping to get assigned and scoop shares at a discount… but no luck so far 😅 Honestly, not even mad about it. That just shows the strength in this name right now. Conviction remains strong — the optical networking / photonics sector is shaping up to be one of the standout stars heading into 2026. Positioning early and staying patient. Let’s see how it plays out.
$LITE 20260424 885.0 PUT$ Started selling puts on LITE this week hoping to get assigned and scoop shares at a discount… but no luck so far 😅 Honest...
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1.75K
General
Investing Mushroom
·
04-21
Comment
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2.00K
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Tiger_rocks
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04-21
3
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2.07K
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Shunsund
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04-21
2
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1.25K
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caesar2288
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04-22
Comment
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1.45K
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Rebellium
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04-22
1
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2.63K
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AMDidass
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04-22
Comment
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10.01K
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AMDidass
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04-22
2
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999
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Trend_Radar
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04-22

$STLD jumps +5.19% after earnings beat, testing 52-week highs

$Steel Dynamics(STLD)$ $Steel Dynamics, Inc.(STLD) Soars +5.19%: Steel Giant Powers to 52-Week High on Strong Earnings 📈 Latest Close Data Closed at $220.21 on 2026-04-22, up +5.19% ($10.86). The stock is trading at its 52-week high of $225.84, with just a 2.5% gap to that peak. 🏗️ Core Market Drivers The surge is fueled by a stellar Q1 earnings beat (EPS $2.78, +93.06% YoY; Revenue $5.21B vs. $5.10B est.). Positive sentiment is amplified by major banks like BNP Paribas and Wells Fargo raising price targets post-earnings, reflecting strong operational confidence. 📊 Technical Analysis Volume spiked to 2.45M shares (Volume Ratio: 1.95), confirming breakout strength. The MACD (7.52, 3.73, 7.58) shows accelerating bullish momentum. The RSI-6 at 93.5 i
$STLD jumps +5.19% after earnings beat, testing 52-week highs
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3.48K
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InsightByConnie
·
04-22

📎 HK Macro Review | 20260421

US-Iran Ceasefire: Oil Volatility vs. Risk Appetite Brent surged to ~$99.35/bbl (+63.24% YTD), with back-months pricing a sustained Hormuz disruption premium while front-month prints hover near $94–$95. The $Cboe Volatility Index(VIX)$ climbed to 19.50 as US equities sold off ( $S&P 500(.SPX)$ -0.63%, $NASDAQ(.IXIC)$ -0.59%). For Hong Kong positioning, this creates a sharpened binary: failure = oil gaps toward $100+, energy names rally ( $CNOOC(00883)$ , $PETROCHINA(00857)$ , $CHINA SHENHUA(01088)$ reporting Friday) but broad ris
📎 HK Macro Review | 20260421
TOPJdwag101: China Policy Watch 🇨🇳 The latest signals from the PBOC point clearly toward stability with a bias to ease: • Stronger-than-expected daily fixing at 6.8594 → reinforcing currency stability despite oil-driven pressure • RMB 500mn injected via 7-day reverse repo (1.4%) → liquidity remains ample (DR007 steady at 1.40%) • No changes to MLF or LPR → policy patience for now • 10Y CGB yield at 1.757% (down sharply MTD) → markets pricing in further easing Meanwhile, FX remains tightly managed: USD/CNH ~6.83 | USD/CNY 6.8680 — stability, not devaluation. 📌 Takeaway: China is holding the line on the currency while quietly keeping liquidity supportive. If Q2 data softens, watch closely for a potential RRR cut — that’s the lever equities will care about next. #China #PBOC #Macro #Markets #FX #Liquidity
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