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575
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koolgal
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07-19
🌟🌟🌟I like $WUXI BIO(02269)$ as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY.  It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch
🌟🌟🌟I like $WUXI BIO(02269)$ as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, develop...
TOPHaydenBruce: I added when the Ireland ramp kicked in, still bullish on the CRDMO runway 🚀
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1PC
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07-19
The memory sector was hammered again: SNDK down 13%, SKHY off 14%, MU sliding nearly 6%, while bearish SOXS surged. Headlines warn the cycle has further to run, with downgrades & profit‑taking calls piling on. Geopolitical risks like Red Sea tensions only added to the fear. 🐯 My view: this looks like capitulation. After relentless deleveraging, the sector feels oversold, & I think memory stocks are ready to bottom. The supercycle theme may have been shaken, but long‑term demand drivers — AI, data centers, & storage growth — remain intact. For me, patience and selective entries matter more than chasing panic.[Surprised] @JC888 @Barcode
The memory sector was hammered again: SNDK down 13%, SKHY off 14%, MU sliding nearly 6%, while bearish SOXS surged. Headlines warn the cycle has fu...
TOPZOE011: HBM demand still looks firm to me, this washout feels late-cycle panic not thesis break
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nerdbull1669
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07-20 08:37

Market Momentum: Tech Earnings and Structural Rotation Set to Dictate Next Leg of the Rally

The markets just wrapped up a highly dynamic week where structural themes, geopolitics, and initial earnings prints pushed and pulled major indexes in multiple directions. Here is a deep-dive breakdown of how the U.S. markets traded from July 13 to July 17, followed by what to prepare for in the week of July 20. Market Recap: July 13 – July 17 The major averages finished the week mixed but mostly higher, heavily driven by a late-week recovery in large-cap technology and semiconductor names. S&P 500: ⬆️ +1.26% (Driven by tech-heavy weightings) $S&P 500(.SPX)$ Nasdaq Composite: ⬆️ +1.74% (Led by a sharp rebound in chip stocks) $NASDAQ(.IXIC)$ Dow Jones Industrial Average: ⬇️ -0.48% (Gave up ground
Market Momentum: Tech Earnings and Structural Rotation Set to Dictate Next Leg of the Rally
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280
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Fistein
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07-20 12:59
$Geo Energy Res(RE4.SI)$ 0.8 Target Price.   Geo Energy Resources is currently activating tangible growth catalysts through the commissioning of its integrated infrastructure in South Sumatra and navigating regulatory changes in Indonesia without material disruption. These factors support the company's transition from a pure-play coal miner to a more diversified energy logistics operator. --Key Growth Catalysts & Supporting Data-- 1. MBJ Integrated Infrastructure is Now Operational. The most immediate catalyst is the commissioning of the Marga Bara Jaya (MBJ) Integrated Infrastructure in South Sumatra, which became operational on July 16, 2026. What it is: This infrastructure likely includes a hauling road, jetty, and sto
$Geo Energy Res(RE4.SI)$ 0.8 Target Price. Geo Energy Resources is currently activating tangible growth catalysts through the commissioning of its ...
TOPsnappix: I added last month for this exact MBJ angle. If transport cost ratio already shaved 0.5%, market still isn’t pricing the margin kick from the logistics pivot
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Shyon
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07-20 13:33
I'm mainly watching $Tesla Motors(TSLA)$ and $Alphabet(GOOG)$ this earnings season. I'm bullish on both because they continue to lead in AI, and I believe their long-term growth story is still intact. More importantly, I want to see strong EPS growth supported by real business execution rather than short-term cost savings. For the ex-dividend list, $Caterpillar(CAT)$ is my favorite. It has a strong track record of growing both earnings and dividends while benefiting from long-term infrastructure and industrial demand. I prefer owning quality businesses that can consistently com

🎁Weekly EPS Growth & Dividend Leaders: GOOG, TSLA, INTC, PM and more

@Dividend_Earnings_Tracker
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between July 20 and July 24. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practical, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: GOOG, TSLA, INTC, PM, GEV & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/sharehol
🎁Weekly EPS Growth & Dividend Leaders: GOOG, TSLA, INTC, PM and more
I'm mainly watching $Tesla Motors(TSLA)$ and $Alphabet(GOOG)$ this earnings season. I'm bullish on both because they continue to lead in AI, and I ...
TOPtwiddly: I trimmed Tesla and Google pre-earnings. AI story is nice, but multiples still feel too rich
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zhingle
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07-20 15:17
📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47% 🔻 SOX plunged 4.3% 🔻 TSMC dropped despite reporting an incredible 77% YoY net profit growth 🔻 Memory, storage and semiconductor names were all dragged lower as the VIX jumped nearly 7%. At first glance, it looks like the AI story is breaking. I don’t think that’s what’s happening. Instead, I believe the market is transitioning into Phase 2 of the AI cycle. Phase 1: Buy Anything Related to AI Over the past two years, investors rewarded every company connected to AI infrastructure. GPUs, HBM, foundries, networking, cooling, storage—capital flowed aggressively into the entire ecosystem. Valuations expanded much faster than earnings. Phase 2: Prove
📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47%...
TOPglimmzy: I added yesterday too. Semi bulls get 10-20% washouts all the time
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265
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Am3n_Tao
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07-17
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280
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SvipS
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07-18
$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals. A very sad week.
$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals....
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373
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Cavfinfever
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07-18
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969
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nomadic_m
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07-19
Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I waited. Bought it back into last week’s selloff.
Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I ...
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160
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dnp
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07-20
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79
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CS88
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07-20
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79
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CS88
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07-20
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129
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boomer9595
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07-20
$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit
$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit
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247
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HODL2MOON
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07-20
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115
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WalkerWoon
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07-20
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196
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老鼠林
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07-20
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1.17K
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逆天邪神云澈
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07-20
$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]  
$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]
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