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SGX_Stars
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05-14
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Capital_Insights
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05-14

$BABA F4Q26 Report Digest: AI Accelerates; Near-Term Margin Pain Looks Intentional

👋 Hey Tigers! The F4Q26 earnings report for $Alibaba(BABA)$ is in. Here's what the Tiger Research Team is saying: 👉 Maintain BUY rating 👉 Price Target maintained at $175 📈 👉 Latest Price as of May 13th: $144.22 The quarter was strategically encouraging but financially messy — revenue and profits missed estimates meaningfully, yet AI and cloud commercialization showed acceleration. Here's the breakdown 👇 1. F4Q26 Financial Check: The Numbers vs. Estimates 📉 Revenue: 📊 Revenue of RMB243.4bn was 4% below Tiger estimates (RMB253.5bn) and 1% below consensus (RMB247.0bn) The miss was partly due to reclassification of certain merchant subsidies from sales & marketing expense to contra-CMR Profitability (the main negative): 📉 Gross profit of RMB84.0bn
$BABA F4Q26 Report Digest: AI Accelerates; Near-Term Margin Pain Looks Intentional
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1.49K
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Long_Equity
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05-14

$ICE, $FICO, and $ZTS Are the Types of Businesses Long-Term Investors Study Closely

All investors should study Fair Isaac $Fair Isaac(FICO)$ Yes, long-term debt is a high percentage of total assets, but their interest expense is a low percentage of operating profit (meaning debt is affordable). And yes, stock-based compensation is a high percentage of operating cash flow, but their FCF per share CAGR is high and their shares outstanding are dropping quickly (meaning there's still great capital allocation). $Zoetis(ZTS)$ has recently seen its FCF yield jump up. The market is clearly pricing in slower long-term growth and some margin pressure versus its historical premium. Yet the core animal health franchise remains highly resilient, with recurring revenue and durable demand from pet owner
$ICE, $FICO, and $ZTS Are the Types of Businesses Long-Term Investors Study Closely
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2.26K
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Capital_Insights
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05-14

Tencent Holdings Ltd. 1Q26 Digest: Core Cash Engine Remains Strong; AI Story Becomes More Investable

👋 Hey Tigers! The 1Q26 earnings report for Tencent Holdings ( $TENCENT(00700)$ ) is in. Here's what the Tiger Research Team is saying: 👉 Maintain BUY rating 👉 Price Target decreased to HK$690 (was HK$700) 📈 👉 As of May 13th Price: HK$457.20 The quarter was strategically positive and financially solid — revenue was slightly light on timing, yet profits beat estimates. More importantly, core businesses remain highly cash generative while AI is moving from a broad strategic narrative into visible product deployment and early monetization. Here's the breakdown 👇 1. 1Q26 Financial Check: The Numbers vs. Estimates 📊 Revenue: 📊 Revenue of RMB196.5bn was 3% below Tiger estimates (RMB203.2bn) and 1% below consensus (RMB197.6bn) The miss was partly due to
Tencent Holdings Ltd. 1Q26 Digest: Core Cash Engine Remains Strong; AI Story Becomes More Investable
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2.83K
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PeterDiCarlo
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05-14

$NVDA, $NIO & $PLUG Continue Rewarding Early Bull Cycle Entries 🔥

Momentum continues rotating aggressively into AI, EVs, clean energy, and infrastructure plays as several previously flagged setups are now delivering major breakout gains. Stocks like $NVDA, $PLUG, $NIO, and $ENPH are confirming strong bull-cycle behavior, while traders closely watch whether weakened names like $IREN can stabilize or turn into bull traps amid heightened volatility. 1. $NIO Inc.(NIO)$ $NIO is already +50% since we flagged this move and it still looks early. First target is close, but my roadmap has price reaching $11 over the next 12–24 months. 2. $Plug Power(PLUG)$ $PLUG is already up 100% since we flagged the bull cycle 5 months ago. We are now pushing into my first target… and I still se
$NVDA, $NIO & $PLUG Continue Rewarding Early Bull Cycle Entries 🔥
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829
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Trend_Radar
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05-14

$GOOG Surges Toward All-Time High as AI & Space Hype Accelerates 🚀

$Alphabet(GOOG)$ $Alphabet Inc.(GOOG) Soars to $399.04: AI & Space Data Center Hype Fuels Breakout, Eyeing $450 🚀 📈 Latest Close Data Closed at $399.04 on 2026-05-14, up +3.97% (+$15.22). The price is just $0.89 shy of its 52-week high of $399.93. 💡 Core Market Drivers AI & Space Synergy: Reports of Alphabet's interest in SpaceX's space data center project have fueled investor excitement, highlighting the convergence of AI infrastructure and space tech. Strong Institutional Sentiment: The stock continues to ride a wave of positive analyst sentiment, with a clear majority recommending "Buy" or "Strong Buy." 📊 Technical Analysis Volume: Daily volume of 18.16M shares shows solid participation in the rally. RSI (12): At 75.4, it's in bullish t
$GOOG Surges Toward All-Time High as AI & Space Hype Accelerates 🚀
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1.05K
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MGOH
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05-13
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1.19K
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caesar2288
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05-13
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1.07K
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StayClose
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05-13
$Direxion Daily TSLA Bull 2X Shares(TSLL)$  $Tesla Motors(TSLA)$   Made this trade using Cash Boost Account (CBA)@Tiger_CashBoostAccount  @CashBoost  @TigerStars  @Tiger_Contra   Support / Resistance 📈📉: Support: $435, $430, $425, $422 (?), $414.5 Resistance: $440, $445, $450 Outlook 📝: TSLA opened above $435 when the market opened earlier. If it manages to hold $435, we may be heading in for more short term upside towards $440. If TSLA manages to break
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA)@Tiger_CashBoostAccount @CashBoost @T...
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946
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Shirleyopy
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05-13
$Alphabet(GOOGL)$   AMD is another up and coming AI player which huge runway ahead. 
$Alphabet(GOOGL)$ AMD is another up and coming AI player which huge runway ahead.
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1.05K
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Trend_Radar
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05-14

$MU Surges +4.8%: AI Memory Giant Charges Toward All-Time High

$Micron Technology(MU)$ $Micron Technology, Inc. (MU) Rallies +4.83%: AI Memory Leader Tests All-Time High, $820 Resistance in Focus 📈 Latest Close Data: As of May 14, 2026, MU closed at $803.63, surging +4.83% (+$37.05). The stock is now within a whisker of its 52-week high of $818.67. Core Market Drivers: 1) Continued strong demand for high-bandwidth memory (HBM) and DRAM from AI infrastructure. 2) Positive sentiment in the broader semiconductor and storage chip sector, as highlighted by recent industry news. 3) Solid quarterly earnings and forward guidance supporting the bullish narrative. Technical Analysis: The rally was supported by strong volume (54.88M shares, Volume Ratio 0.88). The MACD (DIF: 90.36, DEA: 64.59, MACD: 51.55) remains in a st
$MU Surges +4.8%: AI Memory Giant Charges Toward All-Time High
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759
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Cliff_Chua
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05-14
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982
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OHL
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05-14
1
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1.38K
General
AMDidass
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05-14
$NVIDIA(NVDA)$  exactly same way to what I said! Just buy and hold then sell when it flies to the moon! $Vanguard Growth ETF(VUG)$  look at this etf so perfect! Let's buy it and hold long!
$NVIDIA(NVDA)$ exactly same way to what I said! Just buy and hold then sell when it flies to the moon! $Vanguard Growth ETF(VUG)$ look at this etf ...
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1.41K
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AMDidass
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05-14
$Advanced Micro Devices(AMD)$   flying star! No t only to the sky but to the sun! It's on fire! $Vanguard S&P 500 ETF(VOO)$  it's at all time high again! Let's continue going another all time high again!
$Advanced Micro Devices(AMD)$ flying star! No t only to the sky but to the sun! It's on fire! $Vanguard S&P 500 ETF(VOO)$ it's at all time high aga...
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870
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Howeey111
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05-14
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4.98K
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AMDidass
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05-14
$Advanced Micro Devices(AMD)$  waiting for tonight market open! Let's see what will happen! $Tesla Motors(TSLA)$  same for this another perfect share! It's CEO fly to china and share fly to the moon! Let's fly again!
$Advanced Micro Devices(AMD)$ waiting for tonight market open! Let's see what will happen! $Tesla Motors(TSLA)$ same for this another perfect share...
TOPJudithGrant: AMD I also take it tonight Don't open high and go low again Who knows
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1.00K
General
Trend_Radar
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05-14

$F Reclaims Momentum Above Key Resistance, $14 Target Now in Sight 🎯

$Ford(F)$ $Ford Motor Company (F) Surges +13.18%: Energy Storage Pivot Ignites Momentum, Eyeing $14+ Zone 📈 Latest Close Data (May 14th, 2026) Close: $13.57 Change: +$1.58 (+13.18%) Distance to 52-Wk High ($14.79): ~8.2% below 💡 Core Market Drivers The stock's explosive move is fueled by Wall Street's positive reception to Ford's strategic pivot into stationary energy storage systems using EV battery technology (Ford Energy). This diversifies revenue streams beyond traditional auto manufacturing. Recent capital flow data shows mixed daily activity but a significant volume spike confirms strong institutional interest. 🔍 Technical Analysis Volume: Explosive at 216M shares, 4.9x the average volume ratio, confirming breakout conviction. RSI (6): Skyrocke
$F Reclaims Momentum Above Key Resistance, $14 Target Now in Sight 🎯
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5.85K
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Shyon
·
05-13
$ARM Holdings(ARM)$ I started to DCA into ARM because I believe the company sits at the center of the AI and semiconductor ecosystem. Almost every major smartphone chip already runs on ARM architecture, and now the same dominance is expanding into AI servers, edge computing, automotive chips, and data centers. As AI demand keeps accelerating globally, ARM is positioned to benefit from the long-term growth of computing power. What attracted me most is ARM's business model. Unlike chipmakers that need massive factories and inventories, ARM mainly earns through licensing and royalties. That creates a more scalable and asset-light model with strong margins. The more devices and AI chips shipped worldwide, the more ARM potentially earns without car
ARM
05-13 01:42
USARM Holdings
SidePriceRealized P&L
Buy
Open
204.30+62.55%
Holding
ARM Holdings
$ARM Holdings(ARM)$ I started to DCA into ARM because I believe the company sits at the center of the AI and semiconductor ecosystem. Almost every ...
TOP1PC: Nice Sharing 😁 @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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2.48K
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Shyon
·
05-13
What stood out most to me is Jensen Huang being added at the very last minute. That makes me think semiconductors and AI exports became a key agenda item after the delegation was already finalized. If this trip leads to even limited easing on AI chip restrictions, $NVIDIA(NVDA)$ could regain part of a market that was once one of its biggest growth drivers. I think $Micron Technology(MU)$ and $Qualcomm(QCOM)$ may actually see the fastest direct earnings benefit from improving US-China relations because of their large China exposure. For NVIDIA, the upside is massive, but expectations going into May 20 earnings are already extremely high, so “buy the rumor, sell
What stood out most to me is Jensen Huang being added at the very last minute. That makes me think semiconductors and AI exports became a key agend...
TOP1PC: Nice Sharing 😁 He got the last business class seat 🪑💺 [Chuckle] [Chuckle] [Chuckle]. @Barcode @koolgal @Aqa @DiAngel @Shernice軒嬣 2000 @JC888
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