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Option_Movers
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08-06

Option Movers | SpaceX Plunges 13% as Options Signal Strong Bearish Sentiment; Micron Bulls Target $1,080

Market Overview On August 5, The U.S. major indexes closed as follows: Dow Jones up 0.49% at 54,349.12; S&P 500 declined 0.17% at 7,723.55; NASDAQ fell 0.83% at 26,363.44. Trade remained choppy as investors digested a fresh batch of technology earnings alongside mixed economic data, leaving the Dow the only benchmark in positive territory for the session. According to MarketChameleon, the total trading volume of U.S. stock options on that day was 65,368,578, while the average daily option volume was 63,785,558. Puts accounted for 42% of the volume and calls for 58%. Additionally, 1,240 stocks had option volume that exceeded their 30-day moving average volume. Top 10 Option Volumes Top 10: $NVIDIA(NVDA)$$
Option Movers | SpaceX Plunges 13% as Options Signal Strong Bearish Sentiment; Micron Bulls Target $1,080
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TigerOptions
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08-06

Why Insulet’s 20% Collapse Shows That Growth Expectations Had Become Too High

$Insulet(PODD)$ reported strong second-quarter revenue and earnings, yet its shares suffered their largest one-day decline in roughly 17 years. The disconnect shows that investors were focused less on the completed quarter than on signs that US growth for the Omnipod insulin-delivery system is moderating. Insulet reported on August 5 for the quarter ended June 30. Revenue increased 23.5% to $801.7 million, while adjusted earnings rose 41.5% to $1.66 per share. Total Omnipod revenue increased 24.6% to $795.9 million. US Omnipod revenue grew 20.1% to $544.1 million, while international revenue rose 35.5% to $251.8 million. Insulet’s official second-quarter release provides the results and geographic breakdown. The bullish thesis rests on recurring c
Why Insulet’s 20% Collapse Shows That Growth Expectations Had Become Too High
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TigerOptions
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08-06

Why Albemarle’s Lithium Recovery Still Depends on Supply Discipline

$Albemarle(ALB)$’s second-quarter profit surged as lithium prices recovered, showing how much earnings leverage the world’s largest lithium producer has when market conditions improve. The same sensitivity works in reverse, however, and recent price volatility means the recovery cannot yet be treated as a stable new baseline. Albemarle reported after the August 5 market close for the quarter ended June 30. Net sales increased 31% to $1.7 billion, adjusted EBITDA rose to $858 million from $336 million and net income attributable to Albemarle reached $480 million, up from $23 million. Albemarle’s official second-quarter release provides the figures and market-price scenarios. Energy Storage produced most of the improvement. Segment sales increased 78
Why Albemarle’s Lithium Recovery Still Depends on Supply Discipline
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AI_FocusedTrader
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08-06

Optical Stocks Surge on China Ban Report: Can Policy Turn Into Real Orders?

🎁 Read, comment and earn Tiger Coins! Optical networking stocks surged after reports emerged that the Trump administration is drafting restrictions on imports of new Chinese optical transceiver models. Following the report, $Applied Optoelectronics Inc.(AAOI)$ jumped around 20%, $Coherent(COHR)$ gained 18% and $Lumentum Holdings Inc.(LITE)$. The rally reflects more than renewed optimism about AI infrastructure: investors are now pricing in a possible redistribution of future U.S. optical orders. AI demand creates the opportunity. Policy may influence who receives the orders. 🔥 1. The Policy Could Reshape Future Supp
Optical Stocks Surge on China Ban Report: Can Policy Turn Into Real Orders?
TOPJerry Lam: I pick C: Orders move gradually, but capacity constraints will prevent revenue from exploding immediately. Even if the restrictive measures finally land, ultra-large-scale customers need to re-certify suppliers, and the expansion of 800G and 1.6T capacity also requires equipment, yield and time. Therefore, American optical communication manufacturers may get the order expectation first, and their revenue and cash flow will lag behind. My strategy is not to follow the sharp surge brought by policy news, focusing on observing customer certification, order backlog, gross profit margin and actual shipments of AAOI, LITE and COHR, and then intervening in batches after the fundamentals are confirmed. @TBlive
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WallStreet_Tiger
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08-06

🎁What the Tigers Say | AI Ambition Comes at a Cost

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 This week's earnings season put the AI spending question front and center, with $SpaceX(SPCX)$'s first-ever quarterly print and $Tesla Motors(TSLA)$'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @Maverick AI, and
🎁What the Tigers Say | AI Ambition Comes at a Cost
TOPJC888: Hi @WallStreet_Tiger thank you for selecting my post to feature. It will be an interesting Thursday to find out if early investors and employees will bail on SPCX. If they do, it implies alot about sentiments towards SPCX, no?
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Shernice軒嬣 2000
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08-06

🚨 AI Memory Stocks Hit by Valuation Reset! 💾📉

The AI memory sector is seeing a sharp selloff after $SanDisk Corp.(SNDK)$   and $Western Digital(WDC)$   delivered guidance that failed to meet sky-high investor expectations. The selling spread across global markets, with SK Hynix plunging more than 9% in Korea, dragging down the KOSPI, while U.S. after-hours and 24-hour trading also saw broad declines across the memory sector. 📉 24-hour trading performance: • Western Digital ($WDC): -11.15% • SanDisk ($SNDK): -7.82% • SK Hynix ADR ($SKHY): -4.66% • Roundhill Memory ETF ($DRAM): -4.82% • Micron ($MU): -2.15% • Seagate ($STX): -1.92% • CXMT: -4.09% What happened? The AI memory sector had rallied aggressively on booming demand for
🚨 AI Memory Stocks Hit by Valuation Reset! 💾📉
TOPMeet0: -11% on WDC was brutal, but this looks more like de-rating than demand cracking. Are people pricing HBM too perfectly here?
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AI_FocusedTrader
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08-06

🐯🪙 93% Growth and a 62% Margin: Palantir Just Made the Valuation Debate Harder

🎁Tag your friends, read the analysis and share your view for a chance to earn Tiger Coins! $Palantir Technologies Inc.(PLTR)$’s second-quarter results were difficult to dismiss as ordinary AI hype. The company delivered: Revenue: $1.935 billion, up 93% year over year Adjusted operating margin: 62% GAAP operating margin: 47% Adjusted free cash flow: $1.220 billion Rule of 40 score: 155 Most software companies must choose between rapid growth and high profitability. $Palantir Technologies Inc.(PLTR)$ is currently delivering both. The results do not prove that the stock is cheap. They do show that the underlying business is stronger than many investors expected. 🚀 1. Commerci
🐯🪙 93% Growth and a 62% Margin: Palantir Just Made the Valuation Debate Harder
TOP苏36: C. The business is outstanding, but the stock needs a better entry point. Palantir's Q2 proved this is no longer just a government contractor — it is becoming one of the strongest enterprise AI platforms. U.S. commercial revenue surged 149% YoY, margins remained exceptional, and free cash flow exceeded $1.2B, showing that growth and profitability can coexist. The raised 2026 guidance also suggests demand remains very strong. That said, a valuation of roughly 47x forward revenue leaves little room for execution mistakes. Any slowdown in commercial AI adoption, contract conversion, or international expansion could compress the multiple even if the business continues to perform well. For long-term investors, I remain bullish on Palantir's competitive moat and AI leadership. But after such an incredible run, I'd rather wait for a more attractive entry than chase the momentum. @AI_FocusedTrader [胜利]
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WallStreet_Tiger
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08-06

🪙Tiger Coins | Friday’s Jobs Report Could Reprice the Entire Market

Friday’s Jobs Report Is Not “The Weaker, the Better”: Can the AI Hardware Rebound Continue? The U.S. will release its July jobs report at 8:30 a.m. ET on Friday. The market currently expects nonfarm payrolls to rise by about 100,000–120,000, up from 57,000 in June. A weak $Automatic Data Processing Inc(ADP)$ private payrolls print this week (+44,000, well below forecast) adds some downside risk to that number. What matters is not just the number of jobs added. The report could move Treasury yields and reset valuations across the technology sector. Mag 7, optical networking and memory stocks have all been recovering from July’s selloff, but that rebound depends on one key condition: interest rates cannot start climbing again.🐯🪙 Read
🪙Tiger Coins | Friday’s Jobs Report Could Reprice the Entire Market
TOP北极篂: I would prefer A, but not if the weaker employment is the better, but if the data can prove that the US economy is "cooling down" rather than "stalling". The market has taught everyone a lesson in the past few months. What investors are really afraid of is not the delay in interest rate cuts, but rather the economy suddenly hitting the brakes and corporate earnings starting to be revised downward. Once the employment data is weak enough to trigger recession expectations, no matter how low interest rates are, it is difficult to support the AI sector to continue to rise.
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Silverthehorse
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08-05

Lotus Technology (NASDAQ: LOT) Shows Encouraging Signs of a Technical Rebound

Lotus Technology (NASDAQ: LOT) is beginning to display increasingly constructive technical signals as the stock stabilises around the US$0.83 support zone. After successfully defending this key level, buying momentum has started to emerge, suggesting that confidence is gradually returning and a stronger recovery could be developing. One of the most encouraging aspects of the chart is the relationship between price action and trading volume. The circled areas clearly show a recurring pattern where the stock advances on stronger trading volume while pullbacks occur on noticeably lighter volume. This is generally considered a healthy technical characteristic because it indicates that buying interest is more aggressive than selling activity. Instead of heavy distribution du
Lotus Technology (NASDAQ: LOT) Shows Encouraging Signs of a Technical Rebound
TOPJourneyman: The volume pattern is the key takeaway for me. Stronger buying on rallies and lighter selling on pullbacks usually signals accumulation. Watching $1.03 closely.
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zhingle
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08-06
🔥 AMD Beats Expectations — So Why Did It Drop ~9% After Hours? AMD’s Q2 results were objectively strong. Revenue came in at $11.54B, up ~50% YoY, while Data Center revenue surged 107% to $6.7B. Q3 guidance of roughly $13B also came in above the Street’s ~$12.5B expectation. On paper, this looks like a clear beat. (StockStory) So why did the stock sell off? Because AMD wasn’t trading on “good results” anymore — it was trading on the expectation of extraordinary results. 📌 1. The bar had become extremely high AMD had already rallied aggressively into earnings, closing around $519 after gaining ~7% during Tuesday’s session. At that valuation, investors weren’t simply asking: “Did AMD beat?” They were asking: “Did AMD beat enough to justify the AI expectations already priced in?” And the answe
🔥 AMD Beats Expectations — So Why Did It Drop ~9% After Hours? AMD’s Q2 results were objectively strong. Revenue came in at $11.54B, up ~50% YoY, w...
TOPvibzee: 13B vs 12.5B says it all, they wanted a blowout not a beat. Reset makes sense lol
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piggytl
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08-06
PORTFOLIO UPDATE ​At 18 and turning 19 in two months time, it’s been an absolutely crazy two months in the market for me, especially with the drastic resets and massive volatility we've seen across the chips and semiconductor sector. When I took a step back to look at my portfolio, I realized I simply had too much money tied up in that one space. While I am definitely still backing my core semiconductor and tech holdings—maintaining heavy positions in $NVIDIA(NVDA)$ , $Marvell Technology(MRVL)$ , and TSMC, alongside my aerospace and network tech plays with $Rocket Lab USA, Inc.(RKLB)$ and $Ondas Holdings
PORTFOLIO UPDATE At 18 and turning 19 in two months time, it’s been an absolutely crazy two months in the market for me, especially with the drasti...
TOPPTOL: I rotated out of semi ETFs into IonQ too. Quantum feels way less crowded than chips right now. You worried about near term valuation swings at all?
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StayClose
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08-05
$Direxion Daily TSLA Bull 2X Shares(TSLL)$  $Tesla Motors(TSLA)$   Made this trade using CBA (Cash Boost Account) @Tiger_CashBoostAccount  @CashBoost  @TigerStars  @Tiger_Contra   Support / Resistance 📈📉: Support: $318, $311, $290-300 Resistance: $328-330, $337, $348-$351 Outlook 📝: TSLA opened above $318 today. Would love to see it retest $318 before rebounding back to $325-$328. If TSLA is also able to reclaim and hold above $325-$328,
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using CBA (Cash Boost Account) @Tiger_CashBoostAccount @CashBoost @...
TOPbingoo: 325-328 keeps getting treated like a victory lap lol. I’m still leaning bearish here — do you really trust that upside with valuation this stretched?
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BrianLTS
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08-05
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KLLee
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08-06
$S RISK_REVERSAL 280121 PUT 17.0/CALL 22.0$  SentinelOne is in a financial transition — it has crossed the threshold to non-GAAP profitability for the first time, but the market is pricing in a cautious view due to slower revenue growth, a gross margin dip, and a restructuring (8% workforce reduction). The fundamental picture is a high-growth cybersecurity platform with improving unit economics, still loss-making on a GAAP basis, but on a clear path toward sustained profitability . The forward valuation (PS ~6x, forward PE ~60x) reflects a moderate premium for a company in the AI-security sweet spot, though execution risk remains elevated relative to larger peers.
$S RISK_REVERSAL 280121 PUT 17.0/CALL 22.0$ SentinelOne is in a financial transition — it has crossed the threshold to non-GAAP profitability for t...
TOPCornellRudolph: I’m in for the GAAP loss narrowing too, but that gross margin dip with layoffs still feels messy. Do you think non-GAAP profitability sticks next few quarters?
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BS99
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08-06
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MGOH
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08-06
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Tiger_SG
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07-20
Don’t miss our 28 July event---- “Top Agentic AI Stocks”, where James Ooi will share insights on the latest opportunities in the fast-growing AI investment landscape. Register now and secure your spot!

[Event Registration] 28th July|Top Agentic AI Stocks|James Ooi

@TigerEvents
AI stocks have continued to outperform the broad market, and AI has become a key driving force for equity markets in the U.S. and around the world. At the same time, the AI landscape is shifting fast, with the spotlight moving toward inference and agentic AI, and software players racing to turn adoption into revenue. Additionally, IPOs from leading AI model companies could unlock the next wave of opportunities. Is the AI rally running out of steam, or is the market still underestimating AI’s potential? Join James Ooi, Market Strategist at Tiger Brokers, for an exclusive seminar where he will highlight top AI investment opportunities in the U.S. equity market. Whether you're seeking new growth opportunities or evaluating your current exposure to AI, this seminar will provide timely market i
[Event Registration] 28th July|Top Agentic AI Stocks|James Ooi
Don’t miss our 28 July event---- “Top Agentic AI Stocks”, where James Ooi will share insights on the latest opportunities in the fast-growing AI in...
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Tiger_SG
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07-20
Join us for our event “Gold & Silver at a Turning Point: What’s Next for Precious Metals?”, featuring Samuel Wong and Marcus Ng as they explore the future outlook of precious metals and potential market opportunities on 29 July. Register now to reserve your seat!

[Event Registration] 29th July|Gold & Silver at a Turning Point: What's Next for Precious Metals?

@TigerEvents
Despite recent market volatility, gold and silver have remained among the most closely watched asset classes as investors navigate an environment shaped by geopolitical tensions, central bank policy uncertainty, inflation expectations, and shifting interest rate outlooks. With safe-haven demand and macroeconomic developments continuing to influence precious metal prices, investors are increasingly asking whether the current pullback presents a buying opportunity or signals a change in trend. In this session, Tiger Brokers' Investment Representative, Samuel Wong, will share his views on why these precious metals continue to attract investors' attention and the different scenarios that could play out. Societe Generale's Marcus Ng will then introduce the newly launched Gold and Silver-linked
[Event Registration] 29th July|Gold & Silver at a Turning Point: What's Next for Precious Metals?
Join us for our event “Gold & Silver at a Turning Point: What’s Next for Precious Metals?”, featuring Samuel Wong and Marcus Ng as they explore the...
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Tiger_SG
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08-05
Stay ahead of the market at our 13 August event, “Unlocking Asia's Next Wave of Growth”, featuring James Ooi and Jason Lim as they uncover the trends, sectors, and opportunities driving Asia's next chapter of growth. Register today!

[Event Registration] 13th August|Unlocking Asia's Next Wave of Growth|James Ooi & Jason Lim

@TigerEvents
Asia, excluding Japan and China, is entering a new phase of structural growth, anchored by Korea’s leadership in the global AI supply chain and the long-term economic momentum of India and ASEAN. As global investors look beyond US tech for the next leg of the AI build-out, the region offers differentiated exposure to the same megatrend, alongside diversification across demographics, financial deepening, and supply chain shifts. Join Jason Lim, ETF Business Development Associate at Amova Asset Management (formerly Nikko AM), alongside James Ooi, Chief Market Strategist at Tiger Brokers (Singapore), as they explore how the region is emerging as a distinct allocation in today's global portfolio. Whether you're looking to capture long-term structural growth or diversify your portfolio, this se
[Event Registration] 13th August|Unlocking Asia's Next Wave of Growth|James Ooi & Jason Lim
Stay ahead of the market at our 13 August event, “Unlocking Asia's Next Wave of Growth”, featuring James Ooi and Jason Lim as they uncover the tren...
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446
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Tiger_SG
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08-05
Want to take your investing to the next level? Join us on 19th August for “Portfolio Management 101”, where James Ooi will explore the fundamentals of portfolio construction, diversification, and long-term wealth building. Secure your spot today!

[Event Registration] 19th August|Portfolio Management 101|James Ooi

@TigerEvents
Building a strong portfolio is not just about picking good stocks — it is about deciding how much to allocate across different sectors, balancing between higher‑risk and more stable assets, and aligning your portfolio with your own risk profile and investment timeline. Join James Ooi, Chief Market Strategiest at Tiger Brokers (Singapore), as he break down portfolio in a clear and practical way - from how renowned investors position their portfolios to discussion on market timing techniques that can help guide your entry and exit decisions, and strategies that may help generate portfolio alpha. He will also be sharing actionable frameworks to help you construct, review, and refine your portfolio, together with the latest investment opportunities. 📅 Event Time: 19 August 2026, 7pm - 8pm 📍 Ve
[Event Registration] 19th August|Portfolio Management 101|James Ooi
Want to take your investing to the next level? Join us on 19th August for “Portfolio Management 101”, where James Ooi will explore the fundamentals...
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