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08-03 20:57
📊 Institutions Just Flipped, AMZN Going to Break ATH— Are You Following?
After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. $Goldman Sachs(GS)$ Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow
TOPJerry Lam: I prefer to see this as an early signal that institutional funds are re-increasing their exposure to technology, but I can't yet confirm that a new trend has formed. Short covering can create a rapid rebound. What really matters is whether we can see sustained net buying, volume expansion in the follow-up, and the earnings report continues to verify AI revenue and free cash flow. If there is only covering and no new long relay, the market will easily turn into a shock again. My strategy is to keep core tech positions and increase exposure in batches during pullbacks, but not to chase higher just because the capital flow turns positive in a week. Let's see whether institutional buying can be continuous first, and then judge whether this is a trend or a trap.
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08-03 21:06
$ORCL Turns the Corner, but $132 Remains the Key Test
$Oracle(ORCL)$ $Oracle (ORCL) +1.81% Reclaims $130 Handle, Cloud Titan’s $123-$133 Breakout Zone Activated 📈🔥 Latest Close Data: ORCL closed at $129.87 (+1.81%), staging a sharp intraday recovery from a session low of $125.70 to narrowly miss the $132.40 high. Still trading -62.4% below its 52-week high of $345.72, the stock is attempting to build a base near yearly lows. Core Market Drivers: Sentiment is shifting positively on news of Oracle expanding its AI collaboration with Google Cloud to integrate Gemini models into Fusion applications. This counters prior heavy selling pressure driven by fears that AI CapEx won't deliver immediate returns, which recently pushed the stock to 12-month lows. Technical Analysis: A massive volume of 34.43M share
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08-03 21:03
$CRM Eyes $200 as Bullish Momentum Builds After Fresh Breakout 📈
$Salesforce.com(CRM)$ $Salesforce (CRM) +1.83%: Cloud Giant Reclaims Momentum, $201 Resistance Eyed 📈 Latest Close Data: CRM closed at $184.02 (+1.83%), rebounding from session lows near $177. The stock remains 31.6% below its 52-week high of $269.11, leaving significant room for recovery. Core Market Drivers: Guggenheim’s recent upgrade to Buy ($228 PT) continues to fuel institutional accumulation. Although Phillip Securities downgraded CRM to Neutral last month, the subsequent price stabilization suggests the market has absorbed the cautious outlook. The TTM EPS of $8.61 highlights robust profitability, with massive buy-side flows (3.38B total inflow) overpowering seller exhaustion today. Technical Analysis: 🚀 Bullish momentum is accelerating. Th
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08-03 20:55
$CSCO Reclaims Momentum: Can It Break Through $120 Next?
$Cisco(CSCO)$ $Cisco(CSCO) Climbs +2.14% to $115.99: Networking Giant Reclaims Momentum, Key Resistance at $119.97 in Sight 📈🚀 Latest Close Data: CSCO ended the session at $115.99, surging +2.14% (+$2.43). The stock is now trading 11.0% below its 52-week high of $130.37, showing strong recovery momentum from its recent lows. 📊 Core Market Drivers: Sentiment is rebounding as the market digests Supreme Court news regarding a China-related case, removing a legal overhang. ⚖️ Institutional confidence remains robust, with JPMorgan recently hiking its target to $145, signaling conviction in CSCO’s long-term AI and security pivot despite near-term competitive pressures from Arista Networks. 🤖 Technical Analysis: The MACD has just flashed a bullish crosso
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08-03 20:48
$WDC Recovery Gains Steam as $580 Comes Into Focus
$Western Digital(WDC)$ $Western Digital (WDC) +2.21%: Storage Titan Rebounds Off Support, Eyeing $580 Breakout 🚀 Latest Close Data: $544.84 (Aug 03). Closed +2.21% with a 9.28% intraday swing, recovering sharply from the session low of $530.55. Still 31.9% below its 52-week high of $799.87. Core Market Drivers: The bounce is fueled by growing AI-driven demand for high-capacity storage, with data center spending remaining robust. WDC’s strategic pivot toward enterprise SSDs and HDDs continues to attract institutional interest. The stock remains largely insulated from the Chinese chip price war, focusing instead on premium Western enterprise clients. Technical Analysis: Volume was strong at 9.5M (Volume Ratio 1.21), confirming bullish conviction. RSI
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08-03 20:44
$CVX Nears $200 as Bulls Press Key Breakout Zone
$Chevron(CVX)$ $Chevron(CVX) +2.35% Surge: Energy Giant Powers Through Resistance, $200 in Sight Latest Close Data: Closed at $196.83 on Aug 3, 2026, gaining +2.35% for the day. The stock is now just 8.3% below its 52-week high of $214.71, signaling strong recovery momentum. Core Market Drivers: CVX rallied as crude oil prices firmed on renewed supply concerns. The stock also benefited from robust capital flows, with a noticeable shift to net buying over the last three sessions. Its attractive 3.55% dividend yield continues to draw income-seeking investors. Technical Analysis: The breakout is confirmed by rising momentum. The 6-day RSI surged to 73.98, entering overbought territory but signaling intense buying pressure. MACD shows a bullish expansi
309
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08-03 20:39
$PSTG $82.65 Is the Breakout Level
$Everpure(P)$ $Everpure (P) Claws Back +2.81%: Smart Money Accumulation Hints at Breakout, $82.65 Resistance Looms 🚀 📊 Latest Close Data $P closed at $77.17 (+2.81%), bouncing sharply from the intraday low of $75.22. The stock is currently trading 23.28% below its 52-week high of $100.59, indicating significant recovery room. 📰 Core Market Drivers The rebound in the computer hardware & storage sector was fueled by a massive capital flow shift. Despite small-order selling, total 1-day large-order inflow of $459.84万 overwhelmed large-order outflow ($74.03万), suggesting institutional accumulation. The narrative around Pure Storage remains tied to AI-driven enterprise modernization and all-flash data center demand. 📈 Technical Analysis The MACD is on
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08-03 16:23
Coinbase 2Q26: Weak Results, But Market Share Still Rising
$Coinbase Global, Inc.(COIN)$ Coinbase (COIN US) reported weaker-than-expected 2Q26 results. Net revenue fell 14% QoQ to US$1.15bn, while adjusted EBITDA dropped 31% QoQ to US$208mn, mainly due to softer crypto asset prices and trading activity. But the report is not only about near-term pressure. Coinbase continued to gain share in a weak market. Its trading market share reached 10.3% in 2Q26, up 3.2ppts YoY and 1.2ppts QoQ. Everything Exchange also showed progress. Crypto derivatives volume was flat QoQ despite a 12% decline in overall market volume, while Prediction Markets revenue grew 106% QoQ, with annualized revenue above US$100mn. CMB International maintained BUY, but lowered the target price from US$235 to US$205. The key ques
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08-03 20:27
$NVDA's Dip Buyers Return as Bulls Eye $212
$NVIDIA(NVDA)$ $NVIDIA (NVDA) +2.93% Reclaims $200: Dip-Buying Momentum Builds as AI Giant Nears Pivot, $212 Resistance in Sight 🚀 Latest Close Data: NVDA closed at $200.75 (+2.93%) on Aug 3, snapping a losing streak. The stock is rebounding from a recent dip, currently sitting 15.1% below its 52-week high of $236.54. Core Market Drivers: The tech sector saw a relief rally as dip-buyers stepped in following the recent sharp correction. Sentiment stabilized as rotational buying returned to semiconductor leaders, while the broader market digested a mixed macro environment. No specific negative company news is weighing on the ticker today, allowing the technical bounce to gain traction. Technical Analysis: The bounce is accompanied by decent volume o
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08-03 20:11
$ZM Strengthens Above Key Support, Next Stop: $103
$Zoom(ZM)$ $Zoom(ZM) Surges +4.06%: AI Tailwinds Fuel Breakout, Momentum Builds Towards $100 Latest Close Data: ZM closed at $96.07, surging +4.06% on strong volume. The stock is now trading just -16.3% below its 52-week high of $114.74, signaling a robust recovery attempt. Core Market Drivers: The surge is fueled by mounting optimism around Zoom's AI strategy. Analysts see its tiered AI approach as a key growth catalyst, following recent product launches like ZoomMate and Agent Architect. A volume ratio of 1.39 confirms institutional accumulation, overpowering the recent bearish sentiment in the software sector. Technical Analysis: The breakout is technically confirmed. The MACD has issued a powerful bullish signal with a DIF cross above DEA (DIF:
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08-03 20:16
AMD Q2 Preview: Strong Earnings Are Expected, but the Bar Is Already High
$Advanced Micro Devices(AMD)$ is scheduled to report its Q2 2026 results after the market closes on 4 August. Wall Street currently expects revenue of around US$11.3 billion, up 47% year on year, with adjusted EPS of US$1.61, an increase of more than 230%. AMD previously guided for Q2 revenue of US$11.2 billion, plus or minus US$300 million. This means the current consensus is already close to the upper end of management’s guidance. The company entered this earnings season with strong operating momentum. In Q1, revenue reached US$10.25 billion, up 37.8% year on year. Operating income increased 83.1% to US$1.48 billion, while free cash flow rose 253% to US$2.57 billion. Free cash flow margin improved from 10% to 25%. Data Center reve
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08-03 20:01
$GOOGL's Breakout Puts the $400 Level Back on the Radar
$Alphabet(GOOGL)$ $Alphabet Inc. (GOOGL) Surges +6.88%: AI-Driven Cloud Momentum Propels Stock Above $355, Eyes $375 Resistance 🚀 Latest Close Data: Alphabet closed at $356.65, a massive surge of +$22.97 (+6.88%). The stock is recovering sharply from its 52-week high of $404.47 but is now decisively breaking out of a recent slump. Core Market Drivers: The rally was fueled by a broader tech bounce and a key catalyst: Verizon signed a deal to use over $1 billion of Google's Dark Fiber, highlighting massive enterprise AI infrastructure demand. This validates the long-term monetization path for Google Cloud. Technical Analysis: The breakout is confirmed by volume. Trading volume hit 30.51M, a 1.50x Volume Ratio. The MACD just triggered a bullish cros
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08-03 19:47
[Stock Prediction] AMD Earnings: Break $500 or Fall Back?
AMD is set to report its fiscal second-quarter earnings after the market closes on Tuesday, August 4. Wall Street expects revenue of approximately $11.3 billion, representing growth of 47% year over year and 10% quarter over quarter. The company has guided for a non-GAAP gross margin of around 56%. $Advanced Micro Devices(AMD)$ AMD shares have rallied sharply this year, driven by strong server CPU demand and growing expectations for its next-generation AI infrastructure platform. The company has secured major commitments from Microsoft, Meta, OpenAI and Anthropic, but investors are still waiting to see when those agreements will begin contributing to revenue. What to Watch Q3 guidance could be the real earnings event. AMD’s Helios r
TOPNice Sharing 😁 let's make a guess [Chuckle] @JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000
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08-03 19:47
PLTR Q2 Preview: Strong Numbers Are Expected, but the Stock Still Has a Lot to Prove
$Palantir Technologies Inc.(PLTR)$will report its Q2 2026 results after the US market closes on 3 August. Expectations are already high. The key question is no longer whether the company can beat its own guidance. Investors will be watching the size of the beat, the full-year guidance update, and whether commercial growth can remain strong enough to support the current valuation. Palantir delivered revenue of US$1.63 billion in Q1, up 85% year on year. Operating income reached US$754 million, while net income attributable to common shareholders was US$871 million. Operating cash flow was close to US$900 million. For Q2, management guided for revenue of US$1.797 billion to US$1.801 billion. Adjusted operating income is expected to c
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08-03 19:44
Oil Pulls Back, the Yen Rebounds, and AI Earnings Improve: How Far Can the Tech Rally Run?
Global risk sentiment improved today. Oil prices continued to retreat, easing concerns about energy-driven inflation and higher interest rates. The yen strengthened sharply as intervention expectations grew, temporarily reducing the risk of disorderly currency moves. Strong earnings from Microsoft and Amazon also gave investors more confidence that some AI spending is already producing revenue. Several pressures that had weighed on technology stocks are now easing at the same time. The next test is whether this rebound can gain sustained support from earnings, cash flow and the macro environment. 1. Lower oil gives growth stocks some breathing room The earlier surge in oil prices raised concerns that energy costs would push inflation higher again and reduce the Federal Reserve’s room to ea
TOPI think the backdrop has become more supportive for technology stocks. Lower oil prices are easing inflation concerns, the stronger yen has reduced liquidity stress, and strong earnings from Microsoft $Microsoft(MSFT)$ and Amazon $Amazon.com(AMZN)$ show that AI investment is generating real business value. That gives me more confidence after the recent pullback. I'm not expecting every AI stock to rally equally. The market is becoming more selective, rewarding companies that can turn AI spending into revenue, profits, and cash flow. I believe the best opportunities remain with businesses that have clear monetization paths. I'm staying invested and will continue adding to high-quality AI names on weakness. I'll be watching earnings, interest rates, and AI software adoption closely, as the next phase of the AI cycle depends on delivering sustainable returns. @Tiger_comments @TigerStars @TigerClub
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08-03 16:21
SpaceX at $108: Morgan Stanley Sees 177% Upside—Is It Finally Cheap? SpaceX closed Friday at $108.37, versus its $135 IPO price and $225.64 post-listing peak. Based on approximately 13.16 billion diluted shares following the offering, its equity value has fallen to roughly $1.43 trillion. Morgan Stanley argues that SpaceX's long-term story has not materially changed, but the stock is being driven by lockup expirations, cautious positioning and deteriorating sentiment. Its $300 price target implies 177% upside from the latest close. The Lockup May Matter More Than Earnings More than 930 million shares, worth approximately $100 billion, are expected to become eligible for sale on August 6. This is the first of eight tranches that could unlock nearly four billion shares through January
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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
TOPI 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.
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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 |
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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) | -74.19% Holding |