CommunityConnect with experts, uncover more opportunities
378
General
Trend_Radar
·
07-23 17:31

$T is showing signs that a larger rally may be just beginning

$AT&T Inc(T)$ $AT&T (T) Surges +3.50%: Telecom Titan Reclaims $23, Eyes $25 Resistance 🚀 Latest Close: $AT&T closed at $23.04 on 2026-07-23, up +3.50% (+$0.78). It's now 22.7% below its 52-week high of $29.79. Core Market Drivers: The stock jumped 5.4% on July 22nd, marking its biggest single-day gain since late January, signaling a potential bullish reversal. Persistent negative capital flow over the past week suggests underlying selling pressure, but the strong price action indicates a possible shift in sentiment. High short interest (recently ~10-16%) could fuel a short squeeze if the uptrend continues. Technical Analysis: Volume was elevated at 187M shares (2x avg), confirming the breakout move. RSI(6) spiked to 81.63, entering overbo
$T is showing signs that a larger rally may be just beginning
Comment
Report
11.35K
Selection
Tiger_comments
·
07-23 15:58

Three Earnings, Three AI Realities: Google Monetizes, Tesla Burns Cash, IBM Gets Squeezed

Alphabet, Tesla and IBM reported earnings on the same night—and together they offered one of the clearest snapshots yet of where the AI spending cycle stands. Google showed that AI infrastructure can already drive explosive cloud growth. Tesla showed how quickly AI, robotaxi and robotics investment can consume cash before those businesses generate meaningful revenue. IBM showed another side of the cycle: corporate customers are prioritizing scarce servers, memory and storage, while some traditional IT projects are being delayed. The market is moving past a simple question—“Who is investing in AI?”—and focusing on something harder: Who can turn AI spending into revenue, margins and free cash flow? Google: AI demand is turning into cloud revenue Alphabet delivered the strongest operating gro
Three Earnings, Three AI Realities: Google Monetizes, Tesla Burns Cash, IBM Gets Squeezed
TOP1PC: Nice Sharing 😁 @Barcode @JC888 @Aqa @DiAngel @Shyon @koolgal @SherniceXuan 2000
8
Report
671
General
Fistein
·
07-22 17:22
$Geo Energy Res(RE4.SI)$  $0.8 Target Price -- MBJ project impact on RE4.SI's earnings--   The MBJ project is expected to have a significant positive impact on Geo Energy Resources' (RE4.SI) earnings by structurally lowering its logistics cost and directly improving profit margins on every tonne of coal sold. 1. Direct Cost Reduction & Margin Expansion Mechanism: The MBJ project involves a 92 km haul road and a barge loading facility. By owning this integrated logistics chain, Geo Energy can significantly reduce its reliance on third-party transporters and port operators, which are often major cost components for Indonesian coal miners. Quantitative Impact: While specific cost savings per tonne are not pub
$Geo Energy Res(RE4.SI)$ $0.8 Target Price -- MBJ project impact on RE4.SI's earnings-- The MBJ project is expected to have a significant positive ...
Comment
Report
1.64K
General
Shyon
·
07-22 18:47
I'd pick A) DBS / OCBC / UOB — the banking trio. I've always wanted more flexibility to add to these banks, especially DBS, but a 100-share lot required a much larger upfront investment than I prefer. I'd rather build my position gradually. A 10-share board lot fits my investing style much better. I can split my purchases into smaller batches and DCA monthly instead of committing a large amount at one price. It also gives me more flexibility to manage my cash flow and take advantage of market pullbacks without waiting to accumulate a large sum. This is a great move for retail investors. Lower entry barriers make it easier to build long-term positions in Singapore's quality blue chips. I hope SGX eventually expands this initiative to more high-priced stocks in the future. I'll definitely b

[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?

@Tiger_SG
Big news for Singapore stock investors! Starting 5 October 2026, $SGX(S68.SI)$ is slashing the standard board lot from 100 shares to 10 shares for 11 securities. More details >> sgx.com/stock-exchange/trading 📋 The 11 stocks on the list: $DBS(D05.SI)$ | $Great Eastern(G07.SI)$ | $Haw Par(H02.SI)$ | $Jardine C&C(C07.SI)$ | $JMH USD(J36.SI)$ | $Keppel(BN4.SI)$ | $OCBC Bank(O39.SI)$ | $Pr
[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?
I'd pick A) DBS / OCBC / UOB — the banking trio. I've always wanted more flexibility to add to these banks, especially DBS, but a 100-share lot req...
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @SherniceXuan 2000
5
Report
406
General
TigerOptions
·
07-22 20:20

Why Capital One’s Discover Integration Is Starting to Reveal Its Earnings Potential

$Capital One(COF)$’s second-quarter results offered an early indication of what the combined Capital One–Discover business may earn once acquisition-related distortions and integration expenses begin to settle. The company reported second-quarter net income of $3.0 billion, or $4.73 per diluted share. Excluding specified adjusting items, earnings were $5.81 per share. This compared with $2.2 billion, or $3.34 per share, in the first quarter. Capital One released the figures after trading closed on July 21. Capital One’s official earnings release and SEC-filed version provide the results. Purchase volume increased 26% year over year to approximately $249 billion, while average loans rose 29% to about $255 billion. These comparisons include the enlar
Why Capital One’s Discover Integration Is Starting to Reveal Its Earnings Potential
Comment
Report
239
General
TigerOptions
·
07-22 20:38

Why Charles Schwab Fell Despite Reporting Record Earnings

$Charles Schwab(SCHW)$’s second-quarter report contained record revenue, record earnings and strong asset gathering. Nevertheless, the shares fell approximately 2.5% on July 21. The reaction suggests investors were expecting more than a backward-looking earnings beat. Schwab generated record quarterly revenue of $7.1 billion, up 21% year over year. GAAP earnings reached $1.54 per share, while adjusted earnings were $1.62, this is 42% above the second quarter of 2025. June core net new assets increased 47% to $62.7 billion. Schwab’s July 21 earnings release provides the figures. These results reflect the strength of $Charles Schwab(SCHW)$’s business model. It earns asset-management and administration fees,
Why Charles Schwab Fell Despite Reporting Record Earnings
Comment
Report
268
General
1PC
·
07-22 21:17
💾 Memory Stocks Explode — Can Earnings Keep It Going? SanDisk +14%, SK Hynix +14%, Micron +12% — memory names just lit up the market. Morgan Stanley sees a 25% spike in memory prices, with HBM, DRAM & NAND trends fueling the surge. ETFs absorbed billions in inflows, showing how strong sentiment has become. 🐯 My take: if SK Hynix’s July 29 earnings confirm the upcycle, the rally can broaden further. I lean toward SanDisk & Micron for their valuation appeal, but SK Hynix is the near‑term catalyst. The sector feels like it’s entering a powerful phase — earnings will decide if momentum holds.[Bless] @JC888 @Barcode @Aqa
💾 Memory Stocks Explode — Can Earnings Keep It Going? SanDisk +14%, SK Hynix +14%, Micron +12% — memory names just lit up the market. Morgan Stanle...
Comment
Report
415
General
Lanceljx
·
07-22 23:49
Tesla's Q2 report is likely to be judged much less on whether it beats EPS or revenue and much more on the quality of those earnings. The key areas I would watch are: Automotive gross margin: This is probably the most important metric. Deliveries have already surprised to the upside, so investors now want to know whether Tesla had to sacrifice profitability through discounts and incentives. A stable or improving margin would be a strong positive.  Free cash flow and capital expenditure: Tesla is investing aggressively in AI infrastructure, Robotaxi, Optimus and manufacturing. Higher spending is acceptable if management clearly demonstrates progress, but weak cash generation without convincing milestones could disappoint.  Energy storage: Energy continues to become a larger contri
Tesla's Q2 report is likely to be judged much less on whether it beats EPS or revenue and much more on the quality of those earnings. The key areas...
Comment
Report
157
General
Lanceljx
·
07-22 23:50
This rally was not driven by a single news headline. Instead, it reflected a combination of improving pricing expectations, renewed institutional buying, and optimism that the memory downturn may have been shorter than feared. The main catalyst is pricing. If Morgan Stanley's forecast of a roughly 25% increase in memory prices proves accurate, earnings leverage for memory manufacturers can be substantial because many production costs are relatively fixed. Rising average selling prices can therefore translate into a disproportionately large improvement in margins. SK Hynix's earnings on 29 July will be particularly important because it is the world's leading supplier of high-bandwidth memory (HBM) used in AI accelerators. Investors will focus on: HBM demand and pricing. DRAM and NAND pricin
This rally was not driven by a single news headline. Instead, it reflected a combination of improving pricing expectations, renewed institutional b...
Comment
Report
347
General
Lanceljx
·
07-22 23:52
The market's reaction makes sense. An investment by NVIDIA is not merely a financial transaction. It is often viewed as validation that a company has strategic importance within the AI ecosystem. However, whether this becomes a lasting re-rating depends on Nebius proving it can translate infrastructure investment into sustained earnings growth. Here is how I see it: Bullish case NVIDIA's 9.3% stake is a strong signal. NVIDIA has visibility into AI infrastructure demand through its GPU customers. Its investment suggests confidence that Nebius could become an important AI cloud provider. AI cloud demand remains robust. As enterprises increasingly train and deploy large AI models, demand for GPU cloud capacity continues to exceed supply in many segments. Positive read-across. The gains in Cor
The market's reaction makes sense. An investment by NVIDIA is not merely a financial transaction. It is often viewed as validation that a company h...
Comment
Report
4.10K
Selection
Barcode
·
07-23 02:43
$GE Vernova Inc.(GEV)$ $Eaton Corp PLC(ETN)$  $Emerson(EMR)$  $GEV Q2 2026: $176B Backlog Signals an AI Infrastructure Supercycle ⚡🚀 $GEV now holds an astonishing $176B backlog (+37% YoY), with 116 GW of gas turbine orders and reservations effectively filling manufacturing capacity through 2027. Management says the power industry is still only in the early stages of a multi-decade growth opportunity, while customers paying years in advance to secure scarce manufacturing slots demonstrates extraordinary pricing power. With AI data centres demanding reliable electricity now, gas turbines have become one of the fastest paths to dispatchable power. O
$GE Vernova Inc.(GEV)$ $Eaton Corp PLC(ETN)$ $Emerson(EMR)$ $GEV Q2 2026: $176B Backlog Signals an AI Infrastructure Supercycle ⚡🚀 $GEV now holds a...
TOP1PC: Nice Sharing 😁 @JC888 @DiAngel @Aqa @Shyon @koolgal @SherniceXuan 2000
9
Report
989
General
koolgal
·
07-23 04:36
🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday.  2 dominant tailwinds are pushing investors to bid up shares ahead of the release: The recent restructuring moves under CEO Lip Bu Tan which includes strategic layoffs within its data center and AI Group, is treated as good move to cut costs. Broader semiconductor demand remains robust.  Major research firms including Wedbush, have signaled that growing enterprise reliance on standard CPUs for Agentic AI inference workloads could easily drive a higher quarterly revenue beat. Intel is up a massive 160.5% year todate  but is still well below its 52 week high of USD 142.34.  So there is much upside potential.
🌟🌟🌟I believe $Intel(INTC)$ will close Green post earnings on Thursday. 2 dominant tailwinds are pushing investors to bid up shares ahead of the rel...
TOP1PC: Nice Sharing 😁 @Shyon @Aqa @DiAngel @JC888 @Barcode @SherniceXuan 2000
8
Report
135
General
Pinkspider
·
07-23 04:49

TESLA

TSLA most important number is FSD subs grew 56% vs. 51% March. That growth should accelerate in September because of the huge delivery beat in June. In the investor deck they report “with over 55% of new deliveries including FSD subscriptions”. I assume they are talking about paid subs, not the free one month trail that comes with new Tesla's. If that’s the case that attach rates are 55% in the US, that is higher my estimate of sub 10% attach rates late in 2024. This underscores how much FSD has improved. I believe about 20% of global Tesla’s with Hardware 3 now subscribe to FSD. That number likely goes to 85% long term.
TESLA
TOPRaymondReed: I said 50%+ last year and still lowballed it. This is product click, not just June deliveries
1
Report
108
General
TigerOptions
·
07-23 10:30

Why AT&T’s Convergence Strategy Is Finally Producing Measurable Growth

$AT&T Inc(T)$’s second-quarter results suggest its decision to combine wireless, fibre and fixed-wireless services is beginning to produce more than defensive subscriber retention. Revenue increased 2.3% year over year to $31.6 billion. Adjusted operating income rose to $7.5 billion, adjusted EBITDA increased 5.2% to $12.3 billion and free cash flow improved to $4.7 billion from $4.4 billion. Adjusted earnings reached $0.65 per share, compared with $0.54 a year earlier. AT&T’s July 22 earnings release provides the financial and subscriber figures. The most important development was customer growth. AT&T added: 432,000 postpaid phone subscribers 367,000 fibre customers 279,000 fixed-wireless customers More than one million customers across
Why AT&T’s Convergence Strategy Is Finally Producing Measurable Growth
Comment
Report
215
General
TigerOptions
·
07-23 11:09

Why Texas Instruments’ Record Quarter Was Not Enough for Investors

$Texas Instruments(TXN)$ delivered broad-based semiconductor recovery and stronger-than-expected guidance, but the shares declined after hours. The reaction shows how far expectations had risen during the stock’s preceding rally. Second-quarter revenue increased 23% year over year and 13% sequentially to $5.46 billion. Operating profit rose 48% to $2.31 billion, while net income increased 53% to $1.98 billion. Earnings reached $2.14 per share, including a five-cent benefit not included in management’s original guidance. Texas Instruments’ July 22 results provide the figures. Growth was led by industrial, automotive and data-centre customers. That breadth is significant because Texas Instruments does not depend primarily on selling leading-edge AI a
Why Texas Instruments’ Record Quarter Was Not Enough for Investors
Comment
Report
335
Selection
TigerOptions
·
07-23 11:34

Why IBM’s Guidance Cut Exposes a Divide in Enterprise AI Spending

$IBM(IBM)$’s second-quarter results reveal that corporate AI spending remains strong but highly selective. Enterprises are prioritising computing infrastructure while delaying some software, consulting and mainframe decisions. Quarterly revenue increased only 1% to $17.16 billion. GAAP net income was $2.2 billion, while adjusted earnings reached $2.93 per share. IBM reduced its constant-currency 2026 revenue-growth forecast from more than 5% to 4%–5%, although it maintained guidance for free cash flow to increase by approximately $1 billion year over year. IBM’s official July 22 release contains the results and revised outlook. The segment figures explain the disappointment: Software revenue increased 5% to $7.76 billion. Consulting revenue was app
Why IBM’s Guidance Cut Exposes a Divide in Enterprise AI Spending
Comment
Report
275
Selection
TigerOptions
·
07-23 12:01

Why Alphabet’s Cloud Acceleration Is No Longer Enough to Silence Its AI-Spending Critics

$Alphabet(GOOG)$’s second-quarter results presented investors with a striking contradiction. The company’s artificial-intelligence investments are producing some of the fastest growth in its history, yet the scale of spending required to sustain that growth is beginning to overshadow the operating performance. $Alphabet(GOOGL)$ released its results on July 22, 2026, for the quarter ended June 30, 2026. Revenue increased 24% year over year to $119.8 billion, marking the company’s 12th consecutive quarter of double-digit growth. Google Services revenue rose 15% to $94.5 billion, including 17% growth in Search and other revenue, 13% growth in YouTube advertising and 15% growth in subscriptions, platforms an
Why Alphabet’s Cloud Acceleration Is No Longer Enough to Silence Its AI-Spending Critics
TOPPhoebezzz: Thanks for sharing. May I know how you view the short-term and long-term outlook for the AI sector? Do you think the market will continue to focus on AI growth, or increasingly pay attention to AI return on investment?
3
Report
425
Selection
TigerOptions
·
07-23 12:15

Why Tesla’s Record Deliveries Have Not Solved Its Cash-Flow Problem

$Tesla Motors(TSLA)$’s second-quarter results showed that stronger vehicle deliveries can revive revenue without necessarily repairing profitability or cash generation. The company is selling more vehicles and expanding its energy business, but it is simultaneously financing one of the most expensive strategic transformations in the public market. Tesla released its second-quarter financial results after the market closed on July 22, 2026, following its July 2 production and delivery update. The company delivered more than 480,000 vehicles during the quarter and deployed a record 13.5 gigawatt-hours of energy-storage products. Tesla’s investor-relations page provides the official second-quarter shareholder materials and webcast. Quarterly revenue
Why Tesla’s Record Deliveries Have Not Solved Its Cash-Flow Problem
TOPPhoebezzz: Thanks for the detailed analysis. Since regulatory credit revenue, which has been a major contributor to Tesla’s profitability, is declining, do you think future growth drivers such as Robotaxi and Optimus can eventually offset the lost profit contribution and create a sustainable growth model for Tesla?
2
Report
914
General
TigerOptions
·
07-23 12:33

Why UnitedHealth’s Recovery Is Becoming More Credible but Not Yet Complete

$UnitedHealth(UNH)$’s second-quarter earnings provided the clearest evidence yet that its operational recovery is gaining traction. Medical costs improved, guidance increased and cash generation remained strong. However, the business still operates with limited room for error because small changes in healthcare utilisation can move billions of dollars through its cost structure. UnitedHealth announced its results on July 16, 2026, for the quarter ended June 30, 2026. Revenue was $112.0 billion, operating earnings reached $8.0 billion and adjusted earnings were $6.38 per share. Management raised its full-year adjusted earnings outlook to between $19.50 and $20.00 per share, compared with guidance above $18.25 after the first quarter and $17.75 at th
Why UnitedHealth’s Recovery Is Becoming More Credible but Not Yet Complete
Comment
Report
292
General
TigerOptions
·
07-23 12:42

Why Bank of America Is Benefiting From More Than Just Higher Interest Rates

$Bank of America(BAC)$’s second-quarter results showed that its earnings recovery is becoming broader. Net interest income remains important, but trading, investment banking, asset management and balance-sheet growth all contributed to the improvement. That diversification matters because the interest-rate environment has become less predictable. Bank of America reported results on July 14, 2026, covering the quarter ended June 30, 2026. Revenue, net of interest expense, reached $31.6 billion. Net income was $9.1 billion, diluted earnings were $1.21 per share and return on tangible common equity rose to 17%. The figures are available through Bank of America’s second-quarter results portal and its official earnings announcement. Revenue increased ap
Why Bank of America Is Benefiting From More Than Just Higher Interest Rates
Comment
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24