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09-09
AI Is Starting to Fight for “Power” and “Light”: Is the Next AI Infra Trade Moving Beyond GPUs?
Two AI infrastructure stories are worth watching together today. On one side, Google is locking in power. The company plans to invest at least €13 billion in AI infrastructure in Finland over the next two years and has signed its first long-term nuclear power agreement outside the U.S. Under the deal, Google can purchase up to 50% of the output from one unit at Finland’s Loviisa nuclear plant for 22 years. On the other side, Verizon is locking in fiber. Corning has signed a multibillion-dollar long-term supply agreement with Verizon to provide more than 80 million miles of high-density fiber and connectivity products from 2027 through 2032. At first glance, one story is about nuclear power and the other is about fiber. But they are really answering the same question: Once hyperscalers keep
TOPShyon: I think AI’s next major bottlenecks are increasingly shifting toward power and data transmission, rather than GPUs alone. $Alphabet(GOOGL)$ locking in nuclear power and Verizon securing long-term fiber supply are good examples of how AI capex is expanding into the broader infrastructure chain. From an investment perspective, I’m watching optical and power names like $Lumentum(LITE)$ , $COHERENT(COHR)$ , $Ciena(CIEN)$ , $Corning(GLW)$ , VRT and CEG. However, I wouldn’t chase them purely on the AI narrative, especially after the strong rerating in some names. Earnings growth and actual order growth will be much more important from here. Personally, I lean toward power as the longer-term constraint, because new generation and grid capacity can take years to build. The key question for me is no longer just “who sells the GPUs?” but who gets paid when every additional GPU creates another infrastructure bottleneck? @TigerStars @TigerClub @Tiger_comments
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09-09
MAGS, TLT, SNDK, CRWV& LITE Enjoy Great Potential to Buy
Hello everyone! Today i want to share some technical analysis with you! 1 $CoreWeave, Inc.(CRWV)$ Rejected right at the bottom of the diagonal trend zone today. 2 $Lumentum(LITE)$ Ready for a larger launch? 3 $SanDisk Corp.(SNDK)$ Rejected at the horizontal zone today. 4 $iShares 20+ Year Treasury Bond ETF(TLT)$Still technically an inverse head and shoulders on bonds. 5 $Roundhill Magnificent Seven ETF(MAGS)$ names continue to look very close to rotation and a "launch" off this shelf after doing nothi
920
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09-09
Qorvo Deal Sentiment Lifted $SWKS 1.84% Higher to $75.38
$Skyworks Solutions(SWKS)$ $Skyworks Solutions(SWKS) +1.84% Snap: Consolidation Tightens Between $73.50–$75.85, Breakout Watch at $77.14 Latest Close Data SWKS closed at $75.38 on Sep 9, 2026, up +1.84% (+$1.36). Still -17.1% below 52-week high of $90.90, but +45.1% above the 52-week low of $51.93. Core Market Drivers Semiconductor peers showed divergent momentum while SWKS extended its recovery from late-July's post-earnings "sell-the-news" drop. The pending Qorvo merger — HSR antitrust waiting period already expired — remains the dominant catalyst, with management targeting completion by end-2026. Broad sector sentiment stayed supportive as AI-led RF demand narrative continued to underpin chip names. Technical Analysis Volume: 6.839 million shar
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09-09
TRADE PLAN for Wednesday 📈
TRADE PLAN for Wednesday 📈 $S&P 500(.SPX)$ much weaker today compared to $Invesco QQQ(QQQ)$. SPX closed the day -45 with QQQ almost flat. SPX failed to hold the 7700 support level. It's a risk off for the upside as long as SPX stays under 7700. $Micron Technology(MU)$ gapped up and touched 1040 but dropped to 1000 by the close. MU need t o defend the 1k support level otherwise it can drop another 20-30 pts again. $Robinhood(HOOD)$ if it holds near 116 over the next 2 days I'd start looking at calls again for a move back up to 125. We need to see BTC back ab
991
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09-09
$ORCL Rose 2.36% to $162.52 on Mizuho Upgrade
$Oracle(ORCL)$ $Oracle (ORCL) +2.36% Breakout Confirmed: AI Cloud Momentum Fuels Rally Toward $189 Resistance 📈 Latest Close: $162.52 (+2.36%), intraday high $170.70, low $161.16. Still -53% below 52-week high of $345.72. Core Market Drivers: Mizuho raised ORCL target to $320, citing OCI compute capacity release driving Q1 upside. Pre-market surged +5% on the note. Volume ratio hit 1.64x, signaling institutional accumulation. Short volume ratio dropped to 8.62% from 14% last week — bearish pressure fading. Technical Analysis: RSI(6)=74.4, RSI(12)=65.4 — strong but approaching overbought. MACD DIF=3.39 vs DEA=1.95, histogram +2.88 and expanding, confirming bullish crossover. KDJ J=88.1, momentum intact. Key Price Levels: Primary support $141.66 (Se
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09-09
What Drove U 2.62% Higher to $42.75?
$Unity Software Inc.(U)$ $Unity Software Inc.(U) Closes +2.62% at $42.75: RSI Reclaims 50, Breakout Above $44.52 Resistance Could Trigger $49–50 Push Latest Close Data: U settled at $42.75 on 2026-09-09, up +2.62% from the prior close of $41.66. Intraday range was $40.67–$42.92, with the close within 18% of the 52-week high of $52.15. Pre-market on 09-08 was $41.36, and after-hours edged to $42.95. Core Market Drivers: Unity continues to ride post-Q2 momentum after revenue of $5.46B crushed the $5.15B consensus and adjusted EPS of $0.28 beat the expected -$0.09. Morgan Stanley and BofA both lifted targets to $50, while Meta VR partnership renewal and the AI ad platform Vector provide additional sentiment fuel. Technical Analysis: Volume of 10.24M sha
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09-09
Macro Strategy Weekly: China’s Energy Rebound Lifts Global Yields: Options for Range-Bound Markets
Macro Strategy Weekly China’s Rebounding Energy Demand Is Pushing Global Yields Higher: What Is the Best Options Strategy for Navigating a Range-Bound Market? Weekly Strategy Summary The key focus for markets this week is not to make a directional bet on any single asset. Rather, it is to monitor how the yen, crude oil, global bond yields, the U.S. dollar, and U.S. equities establish new inter-market linkages. The key takeaways from this week’s report are as follows. $Japanese Yen - main 2609(JPYmain)$ $WTI Crude Oil - main 2610(CLmain)$ $E-mini Crude Oil - main 2610(QMmain)$
TOP155 is the anchor here. If BOJ stays put, the carry unwind probably fades and yields keep doing the heavy lifting
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09-09
Margin 101 | 03 Want to buy NVIDIA but only hold AUD — do you have to convert to USD first?
Many Australian investors hold mainly AUD in their accounts, while the names they follow — NVIDIA, Tesla, Apple and others — trade in USD. In a cash account, a user generally needs to hold cash in the relevant currency first.A margin account supports multi-currency financing. Tiger currently supports AUD, USD, HKD and CNH financing; actual capacity and scope are subject to your account page and approval outcome. Important: This material is provided for general educational and informational purposes only and does not constitute financial product advice, investment advice, or a recommendation. Margin lending, short selling, and other leveraged trading strategies involve significant risks and may not be suitable for all investors. Losses may exceed your initial investment. Before investing, c
TOPThe answer is C. For Australian investors holding mainly AUD, multi-currency margin financing can make accessing US stocks much more convenient. If you have AUD 20,000 and USD 0, you can purchase a US stock without first manually converting your AUD into USD. The trade can be supported through USD financing, allowing you to stay invested without interrupting your trading flow. What makes this especially useful is the flexibility: you can choose when to convert currencies and, with the end-of-day currency conversion repayment feature enabled, eligible settled funds may be automatically used to reduce outstanding currency borrowings. In short, multi-currency financing gives investorsgreater flexibility, smoother access to global markets, and more efficient management of different currencies. @Tiger_AU [哇塞]
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09-09
📱🚀 Can Apple Rise to $350? The Foldable iPhone Could Be the Catalyst TigerTrade
📱🚀 Can Apple Rise to $350? The Foldable iPhone Could Be the Catalyst 📈 Apple at $350: The big question for investors — I believe Apple’s first foldable iPhone could become an important catalyst for the share price, but I would not assume that the launch automatically sends Apple to $350. Apple was recently trading around the low-$300s, and $350 is therefore a realistic but still meaningful next step. Importantly, analysts are already looking beyond the launch itself. Morgan Stanley has a $360 price target, while HSBC has a $366 target, showing that Wall Street sees potential for Apple to move beyond $350 if the new product is successful. 📱 The foldable iPhone is a major product change — The reason this launch matters is that Apple is entering a completely different smartphone category. App
TOPPuppy, why did you bite the cat's tail?
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09-09
$Advanced Micro Devices(AMD)$
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09-09
$SPCX 20260911 160.0 CALL$ thank you Elon musk kor kor
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09-09
Semiconductors Rally Broadly — What Just Happened?
US three major indexes closed lower on Tuesday, with broad market under pressure. Clear divergence emerged within the semiconductor sector: $Intel(INTC)$ surged 9%, adding roughly $45.5 billion in market cap.$Advanced Micro Devices(AMD)$ rose 5.9%, while$Qualcomm(QCOM)$, $Broadcom(AVGO)$ and $ASML Holding NV(ASML)$ gained around 3%. Driven by the sector’s bullish sentiment, semiconductor ETFs moved higher too. $VanEck Semiconductor ETF(SMH)$ an
TOPASML orders are the cleaner read here. Advanced node capex looks real, and equipment runs usually outlast the design names.
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09-09
SPCX's 2027 orbital data centre a Hoax ?
Finally, someone spoken up about the absurdity of an orbital data centre, without tackling all the pressing issues. Naturally, it wasn't Musk, as he only speaks up when it benefits him. Musk’s Orbital Data Center Statements Below is the sequence of events where the snake oil salesman has spoken about it (In ascending date order) 31 Oct 2025 : Musk first publicly floated placing data centers in orbit in an X reply to an article discussing autonomous in-space construction. November 2025 : On “X”, Musk expanded on the concept, claiming orbital compute would become more economically viable than ground infrastructure within 3 to 5 years due to "unlimited solar power" and in-space radiative cooling. December 2025 : Following news leaks regarding a planned SpaceX listing, Musk confirmed pre-IPO d
TOPSpaceX shares rose by +3.73% on Tue, 08 Sep 2026, closing at $153.47 per share. The rise was driven by a bullish analyst initiation (a) from Pivotal Research Group, (b) upcoming index rebalancing expectations, and (c) optimism ahead of planned Starship flight milestones. Looks like stock's behaviour is consistent with SPCX's TA analysis. Are you game ?
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09-09
🎁 What the Tigers Say | Memory Breaks Away: 3 Tigers On The AI-Driven Supercycle
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Early September 2026 delivered a striking split screen: the $S&P 500(.SPX)$ fell 0.38% to 7,718.60, the $Dow Jones(.DJI)$ dropped 0.51%, and the $NASDAQ(.IXIC)$ slipped 0.29% under macro headwinds, while the $Philadelphia Semiconductor Index(SOX)$ surged 3.38% on a memory supercycle led by $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$, and
TOPI think all three views are valid, but the bigger story is that this is no longer simply an "AI rally" — it's amemory allocation cycle. AI servers are absorbing scarce HBM and DRAM capacity because hyperscalers are willing to pay premium prices and commit to long-term supply. That creates a squeeze for traditional PC and smartphone memory, potentially keeping prices elevated. Between MU and SNDK, in favorMU for the longer-term fundamental story, while SNDK looks more attractive as a tactical trade after pullbacks. The biggest risk is valuation: if new capacity comes online faster than expected or AI capex slows, the cycle could reverse quickly. For now, I'd rather buy weakness than chase vertical moves. The key question is no longer whether AI needs memory, buthow long can supply stay behind demand. @WallStreet_Tiger [胜利]
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09-09
[Wednesday This or That] Chase the Winner or Buy the Dip?
One of the biggest debates in investing is whether to chase a winner, even when it already looks pricey, or buy a loser in the hope that the selloff has gone too far. Even Warren Buffett’s style evolved over time. Early in his career, he was heavily influenced by Benjamin Graham’s “cigar-butt” approach — buying deeply discounted stocks and looking for one last puff of value. Later, Buffett shifted toward buying great businesses at reasonable prices, rather than simply buying whatever looked cheapest. So today’s question is: If you could only choose one, which would you pick — A or B? 🅰️ Chase the Winner 📈The stock may look expensive, but strong companies can keep getting stronger. 🅱️ Buy the Dip 📉The stock has already fallen hard, and the lower price could mean more upside if sentiment tur
TOPI will pick A. The winner 🏆😁 will continue the strong 💪 trend 📈 with Price actions 😀. High will be Higher 🚀😁 @koolgal @Shyon @JC888 @Barcode @Aqa @DiAngel @Shernice軒嬣 2000
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09-09
Selling Puts Remains My Preferred Strategy：Will Tokyo Set the Market’s Direction This Week?
The market’s greatest challenge this week is that several seemingly independent trading themes are beginning to interact with one another: the yen has reached a six-month high; expectations of a Bank of Japan rate hike are building; global bond yields are broadly rising; signs are emerging of a rebound in China’s crude-oil demand; and expectations for Federal Reserve policy have once again been unsettled by comments from Donald Trump. When these variables move simultaneously, markets rarely deliver a clean, smooth one-way trend. Instead, they are more likely to enter a high-volatility, range-bound phase marked by repeated swings in both directions. The key variable to watch now is whether the yen can make a further near-term directional break. This matters not only for the U.S. dollar inde