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TigerOptions
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08-03 14:31

Why McDonald’s Value Strategy Has Yet to Restore Strong US Traffic

$McDonald's(MCD)$’s first-quarter sales improved, but management’s warning about a weak start to the second quarter showed that value promotions have not fully repaired traffic among price-sensitive US customers. McDonald’s reported on May 7 for the quarter ended March 31. Global comparable sales increased 3.8%, while US comparable sales rose 3.9%. Global systemwide sales increased 11%, or 6% in constant currencies, to more than $34 billion. Loyalty members generated more than $9 billion of quarterly systemwide sales across 70 markets. McDonald’s first-quarter results provide the operating figures. The bullish thesis is based on scale, franchising and digital loyalty. Franchisees fund much of the restaurant estate while McDonald’s collects rent and
Why McDonald’s Value Strategy Has Yet to Restore Strong US Traffic
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Macquarie Warrants Singapore
·
08-03 14:23

Top movers alert: Alibaba call warrants jump between 158% to 300% on share price's 24% rebound over the past four weeks

🔝 $BABA-W(09988)$ shares are up 7% to HKD 125 as of 148PM this afternoon, leading gains amongst Chinese tech stocks after the company launched its latest flagship AI model, Qwen3.8-Max, with performance claims putting it alongside global leaders like Anthropic’s Fable (Bloomberg) This is Alibaba's strongest gains since 8 July 🔃This takes Alibaba's share price rebound to 39.7% since its lowest 16-month low of HKD 89 on 26 June ✳✴Macquarie's trending Alibaba call warrant $Alibaba MB eCW261103(ETKW.SI)$ (https://warrants.com.sg/tools/HistoricalPerformance/ETKW) is 355% higher to SGD 0.050 since - 9 times more than Alibaba shares, while trending Alibaba put warrant
Top movers alert: Alibaba call warrants jump between 158% to 300% on share price's 24% rebound over the past four weeks
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231
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LULU ROCKET
·
08-01
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493
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shihou.hayashi
·
08-01
$Alphabet(GOOGL)$  thanks for Post-earnings dip! We have now closed the post-earnings gap. Now let's get back to the 400s!
$Alphabet(GOOGL)$ thanks for Post-earnings dip! We have now closed the post-earnings gap. Now let's get back to the 400s!
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SarahDeeDee
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08-01
$UOB(U11.SI)$ Banks steady? Turmoil, Gold also down, oil is choppy, Trump is playing punk?
$UOB(U11.SI)$ Banks steady? Turmoil, Gold also down, oil is choppy, Trump is playing punk?
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321
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Bobjojuki
·
08-01
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583
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WallStreet_Tiger
·
08-03 18:49

🪙Tiger Coins | 🍎 Apple Crushed Earnings—Then Lost Billions. Is the AI Boom Starting to Cannibalise

AI’s Hidden Supply-Chain Cost May Be Reaching Consumer Tech $Apple(AAPL)$ reported strong revenue, record product sales, and better-than-expected earnings. Yet investors sold the stock. The concern was not weak demand. It was whether Apple could secure enough advanced chips, memory, and manufacturing capacity to meet that demand. As companies invest heavily in AI data centres, semiconductor producers are directing more resources toward AI processors, high-bandwidth memory, and advanced packaging. Apple’s latest forecast raises a broader market question: Is the AI boom beginning to squeeze the supply chain for smartphones, computers and other consumer devices? 🐯🪙 Read to the end and share your view — thoughtful market insights may r
🪙Tiger Coins | 🍎 Apple Crushed Earnings—Then Lost Billions. Is the AI Boom Starting to Cannibalise
TOP北极篂: I am more inclined towards B + C. The AI boom is indeed changing the semiconductor supply chain. High-end processes, HBM and advanced packaging are all giving priority to AI servers. Consumer electronics will inevitably face rising costs and supply pressure in the short term. This not only affects Apple, but also other mobile phone and PC manufacturers may face the same challenges in the future. I'm not bearish on Apple for that, though. Its biggest advantages lie in its brand, ecology and pricing power. In the face of rising costs, Apple is better than most manufacturers to maintain profit margins through product upgrades or moderate price adjustments. At the same time, Apple's long-term close cooperation with the supply chain makes it easier to prioritize key production capacity. I think what's really worth watching is how long this supply crunch will last. If AI investment maintains high growth, the consumer electronics supply chain may still be under pressure in the next quarter or two, but in the long run, with the expansion of production capacity, supply and demand will eventually return to balance.
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298
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Bobjojuki
·
08-01
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278
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Trend_Radar
·
08-03 18:32

$AMZN Adds 15% in a Day, $300 Is the Next Battleground

$Amazon.com(AMZN)$ $Amazon(AMZN) Soars +15.32%: Cloud & AI Giant Breaks Out, $300 Target in Sight 🚀 Latest Close Data 📊 AMZN closed at $271.58, a massive +15.32% surge. The stock is now just 2.5% below its 52-Week High of $278.56, signaling a potential breakout. Core Market Drivers 📈 The explosive move follows a stellar Q2 earnings beat, hailed by analysts as "the best quarter in a decade." Benchmark raised its price target to $400, fueling extreme bullish sentiment. The rally reflects surging confidence in AWS growth and AI monetization. Technical Analysis 🔍 A volume spike to 1.29亿 shares (Volume Ratio: 2.47) confirms massive institutional accumulation. The MACD shows a powerful bullish crossover, with the DIF line surging to -0.62 and the hi
$AMZN Adds 15% in a Day, $300 Is the Next Battleground
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242
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Lasuka
·
08-01
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345
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Am3n_Tao
·
08-01
$Alphabet(GOOGL)$ took some profits off. Holding some of the rest for run till retrace. Its just the beginning. Hold.
$Alphabet(GOOGL)$ took some profits off. Holding some of the rest for run till retrace. Its just the beginning. Hold.
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521
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Ah_Meng
·
08-02
$ProShares Ultra Silver(AGQ)$  It is a risky trade, but I have started anyway... as I had shared a week or so, I have moved back into AGQ. I took some profits earlier when it was flying. I admit that I should probably move totally to cash on hindsight. But hindsight trading is always easy...  I didn't move to cash because I was not comfortable with USD, simply that. I had shared many times years ago that I see dedollarisation accelerating with the second coming of Trump, and I am still standing by it. USD and USD based debts are no longer safe... Gold and silver are now my preferred currencies. Although the risk of the raise in interest rates are real with the heightened inflation led by the rising oil price, the
$ProShares Ultra Silver(AGQ)$ It is a risky trade, but I have started anyway... as I had shared a week or so, I have moved back into AGQ. I took so...
TOPbouncee: 62 is the line for me too. If silver clears that, 68-69 on the first push sounds very doable
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angeldevil
·
08-02
$MSFT 20271217 400.0 CALL$ msft have show an excellent earnings report and assured investors by holding the line on its AI capital expenditure. I think this is the one of the reason of its surge. As you see google result is impressive however investor punish because of its expenditure of capex causing negative on cashflow
$MSFT 20271217 400.0 CALL$ msft have show an excellent earnings report and assured investors by holding the line on its AI capital expenditure. I t...
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443
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BenGI
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08-03
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517
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WalkerWoon
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08-03
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333
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LiverpoolRed
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08-03
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207
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DengDeng
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08-03
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