1.39K
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08-03 19:12
🪙 Tiger Coins | 🚨 The Next AI Earnings Test: Can Palantir and AMD Prove the Trade Still Works?
1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: $Microsoft(MSFT)$ and $Amazon.com(AMZN)$surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — $Palantir Technologies Inc.(PLTR)$ reports today, August 3, after market close, and $Advanced Micro Devices(AMD)$ follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11
TOPJerry Lam: I would choose to wait and see the results of the earnings before considering AMD. Between Palantir and AMD, I think AMD has more running space, because the demand for AI chips is still expanding, and the CPU business can provide certain fundamental support; Palantir's commercialization capabilities are strong, but the current valuation already calls for sustained high growth and lower fault tolerance. The "proof is better than promise" criterion is fair. After AI investment enters the stage of high capital expenditure, the market needs to see revenue, profit and free cash flow, not just user growth and technology stories. My strategy is to wait for the financial report and guidance to be confirmed before laying out in batches, instead of chasing higher in the high volatility window.
2.61K
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07-31
$AMZN VERTICAL 260807 PUT 250.0/PUT 245.0$ Taking advantage of the 12% surge after earning, closing at 83% profit and 7 more days before expiration.
AMZN Vertical
07-31 21:41
US250.0/245.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Debit Close | 0.38 4 | -- Closed |
448
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07-31
$ADBE 20260821 270.0 CALL$ Sell covered call at 20% delta before the next earnings report
ADBE CALL
07-31 21:50
US20260821 270.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 3.10 1Lot(s) | -120.96% Holding |
3.22K
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07-31
$HIMS 20270115 22.0 PUT$ Had to exit due to earnings next week and risk mamanagement on my leverage
HIMS PUT
07-31 22:05
US20270115 22.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 3.55 40Lot(s) | +17.13% Closed |
2.72K
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07-31
$CRWV 20260731 62.0 PUT$ Closed to materialise profit. Lunch money for the weekend secured.
CRWV PUT
07-31 22:12
US20260731 62.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.03 2Lot(s) | +96.36% Closed |
11.45K
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07-31
$MU 20260731 650.0 PUT$ Closed position for the weekend. Sell Put is a good way to generate cash flow. Trade cautiously on this volatile market.
MU PUT
07-31 22:21
US20260731 650.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.04 1Lot(s) | +99.28% Closed |
TOPSold the 640 put too. Is 650 premium really enough for a weekend like this?
4.11K
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07-31
$AMZN 20260731 217.5 PUT$ Taking profit Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $26,347
AMZN PUT
07-31 23:41
US20260731 217.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.01 1Lot(s) | +99.22% Closed |
TOPCash flow angle is nice, but 26k by July is kinda cracked lol. You letting more of these expire worthless?
4.35K
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07-31
$AMZN 20260807 220.0 PUT$ AMZN: take profit. AMZN jumped 14% as of posting after a good earning show. Decided to take early profit 1 week ahead of time as most premiums from the sell put could be realised.
TOPI sold the put too, but not that fast lol. Closing a week early on 7 cents left feels a bit too cautious no?
8.57K
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08-01
$CRM 20260731 182.5 CALL$ Closed my covered call - dun want my shares to be called away. Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $26,431
CRM CALL
08-01 03:44
US20260731 182.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 1.15 1Lot(s) | -60.30% Closed |
TOP185 add looked fine to me, I’d keep the shares too. 26k premium is clean damn
4.91K
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08-01
$TMF 20260814 29.0 PUT$ Limit order filled to sell TMF cash secured put betting warsh won't raise rates.
TMF PUT
07-31 21:39
US20260814 29.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.33 1Lot(s) | +81.82% Holding |
TOPI sold the Aug put too, just used 30. You picked 29 for the extra cushion?
5.75K
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08-01
$SCO 20260807 22.5 PUT$ Limit order filled to sell SCO puts. Renewed tensions in US-Iran causing oil to spike again. My view is it's temporary. History doesn't repeat but it rhymes.
SCO PUT
07-31 21:41
US20260807 22.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.31 2Lot(s) | +90.33% Holding |
TOPI sold too early before, but yeah this oil panic usually fades. You fading the spike again next week?
14.66K
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08-02
$ServiceNow(NOW)$ I continue to dollar-cost average (DCA) into ServiceNow (NYSE: NOW) because I believe the company is one of the strongest long-term beneficiaries of enterprise AI. While many businesses are still experimenting with AI, ServiceNow is already embedding AI agents and automation into mission-critical workflows, helping customers improve productivity and reduce operating costs. As AI adoption accelerates, I expect demand for its platform to continue expanding. Another reason I remain confident is ServiceNow's consistent financial execution. The company continues to deliver strong subscription revenue growth, high renewal rates, expanding margins and healthy free cash flow. These qualities give it the ability to invest aggressively
TOPDCA beats trying to nail entries every time. NOW's renewal plus FCF profile is why I keep sticking with it
52.27K
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08-03 11:10
Dan Chang: Lion-Phillip SREITS ETF… when passive income meets active trading
👨🏫Renown trading representative Dan Chang shares his thoughts on how an investor’s traditional mindset on using a SREITS ETF for passive income can now be turned into an active opportunity by using the newly listed structured warrant tracking the ETF. 🔎He presents the short-term trading opportunities by analysing the chart of the ETF, and mentions the key levels for interested investors to consider: *Dan's view does not represent that of Macquarie's A Structured Warrant... on a REIT ETF? I have to admit, I had to read the announcement twice. Not because I couldn't understand it, but because it challenged how I had always thought about these two investment products. For many investors, buying a REIT is almost a mindset. You invest for the potential distributions, hold it patientl
235
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08-03 13:33
Option Movers | Alphabet Bullish Call Targets $410–$470; Large Funds Stay Bearish on Tesla
Market Overview On July 31, The U.S. major indexes closed as follows: Dow Jones up 0.53% at 52,485.03; S&P 500 up 0.70% at 7,489.72; NASDAQ up 1.00% at 25,373.85. Solid gains in heavyweight technology names helped the benchmarks finish higher despite pockets of weakness in cyclicals and materials. According to Marketchameleon, The total trading volume of U.S. stock options on that day was 73,225,363, Average daily option volume was 63,275,090. 45% puts, 55% calls. 928 stocks have option volume that is greater than their 30 day moving average volume. Top 10 Option Volumes Top 10: $Tesla Motors(TSLA)$、$AAPL(AAPL)$、$Amazon.com(AMZN)$、