$老虎证券(TIGR)$ Tiger is the black horse [得意]  

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NVDA While markets debate whether AI capex peaks, the quieter shift is toward inference economics. As enterprises move from experimentation to deployment, demand shifts from raw training power to efficient, scalable AI infrastructure. Nvidia’s ecosystem advantage, software lock-in, and full-stack integration position it to monetise this transition, not just supply it. The next leg may come from utilisation, not expansion.

$Lucid Group Inc(LCID)$ is indeed entering a "make-or-break" phase. While the Saudi Public Investment Fund (PIF) provides a unparalleled safety net, the company’s transition from a niche luxury sedan maker to a scaled SUV producer is fraught with execution risk. Based on current 2026 data, here is an analysis of the upcoming Q4 2025 earnings and strategic positioning. Fiscal Q4 2025 Earnings Analysis Lucid is scheduled to report its Q4 2025 results on February 24, 2026. Key Metrics to Watch Gravity SUV Reservation/Delivery Ramp: Following its late 2025 launch, investors will look for specific delivery numbers. The Gravity is Lucid's "volume" play; any sign of soft demand or production bottlenecks will be punished by the market. Burn Rate vs. Liqui

$Tiger Brokers(TIGR)$  $Amazon.com(AMZN)$   Amazon's stock just clinched its worst losing streak in nearly 20 years. It's giving investors AWS déjà vu. Investors are overlooking a golden artificial-intelligence opportunity that sits right in front of them, according to one analyst. Amazon.com's (AMZN) stock is a "top pick" for Morgan Stanley analyst Brian Nowak, who believes both Amazon Web Services and the company's retail business are shaping up to be massive beneficiaries of the AI wave. While Amazon's $200 billion capital-expenditures budget for 2026 raised fears of overspending, Nowak wrote in a Wednesday note that Amazon is on track to reap an impressive "yie

🧧🎋🍊🍊Happy Chinese New Year to all my Tiger friends! $BYD Co., Ltd.(BYDDY)$ is my Dark Horse 2026. BYD has surpassed Ford in global sales. It has also overtaken Tesla car sales in China. Although BYD share price has tumbled more than 30% from its all time high, investors retain a positive long-term view and I believe It’s best is yet to come. 🚙🚙🚙 Do you agree? Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal @GoodLife99

My dark horse for 2026 is $Ondas Holdings Inc.(ONDS)$ 🐎 It’s still largely under the radar, but the company sits right at the intersection of industrial wireless networks, critical infrastructure, and defense-grade communications. As governments and enterprises accelerate spending on secure, private networks for rail, energy, and drones, ONDS has a clear niche with high switching costs. After a long period of consolidation and re-rating pain, expectations are low — which is exactly what makes it interesting. If execution improves and contracts continue to land, 2026 could be the year the market finally recognizes it as a true dark horse rather than a speculati

$Tiger Brokers(TIGR)$ Nvidia still remain as the dark horse for this horse year.  It's either break it or lose it kind of year.  Looking forward to the earning report. 

$Palantir Technologies Inc.(PLTR)$ is probably a likely dark horse. Stock price has dropped recently but believe that long run the stock is still poised for more up gains

Muthu boy is sharing a little update on the AI stocks. I’m adding to my position in Montage Technology. Will also share my analysts’ insights with you, okay[Happy]  [Miser]   Muthu boy is now chilling at Paradox Singapore Merchant Court 😌✨ since yesterday.  On February 9, Montage Technology debuted in Hong Kong and surged more than 60% on its first trading day. Priced at the top end (HK$106.89), it opened sharply higher and closed strong amid extreme oversubscription — retail demand reportedly exceeded 700x. That wasn’t just enthusiasm. That was conviction capital chasing AI bandwidth exposure. And that momentum didn’t fade. On the final trading day bef

Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so

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Stock whisperer: part two Please read part one first, or this won't make sense. So the second pic below is very different to  the 2024 pic. Not up over 1000%, only up 86%. That's not bad actually. But look at the volatility. In 2024, $Rocket Lab USA, Inc.(RKLB)$  just went up. In 2025 it definitely went up massively as well, but it also dropped, same for other stocks. It was not uncommon for me to wake up in the morning and see my portfolio up or down up to $5000 IN A DAY!  Buying calls were also less attractive because they were all then becoming very expensive. And are even more expensive in 2026. in 2024 I traded on margin an that was fine. In 2025 that same margin, with the considerable volatility resulted in about 5 small

The thrill of the hunt for the first dark horse of 2026! As the Stock Whisperer, I'll share my insights to help you uncover a potential gem. Given the current market landscape, I'm inclined to look for a stock that combines the benefits of emerging trends with overlooked potential. Here are a few possibilities: AI Leader: Consider a company like NVIDIA (NVDA), which has been a pioneer in AI computing. While not entirely under the radar, its valuation has been somewhat range-bound lately. As AI continues to gain traction, NVDA's dominance in the space could lead to a re-rating, making it a potential dark horse. Value Stock: Micron Technology (MU) might be an attractive candidate. As a leading memory chip manufacturer, MU has been facing headwinds due to industry cyclical

Stock whisperer: part one. So as you can see by chart below 2024 was a very good year with just over 1000% return. Can't complain really. But how did I do so well? Thing is I concentrated. I had a broad portfolio for sure, lots of dividend stocks that did fine, averaging 15%. But I bet heavily on one horse called $Rocket Lab USA, Inc.(RKLB)$ . And to a lessor extent $AST SpaceMobile, Inc.(ASTS)$  and $Palantir Technologies Inc.(PLTR)$  all of which went crazy. Over 90% of my portfolio was in these 3 stocks. Pure madness right? Well the results say otherwise.  So I guess, the lesson learned was sometimes it better not to follow c

🧧🧧🧧As a stock whisperer I have been listening to the rhythmic beat of the market hooves.  While the crowd is distracted by the flashy new colts, the true Dark Horse of 2026 has been hiding in plain sight.  That horse is $Amazon.com(AMZN)$ . In the Year of the Fire Horse, speed  and power are everything.  Amazon  isn't just a retail pony anymore.  It is a stallion built for the AI revolution. AWS and AI are the Fire in Amazon's engine.  Amazon's Trainium and Inferentia chips will make AI affordable for the masses.  Its high margin Advertising and AWS segments are now the primary drivers for Amazon's revenue. With global interest rates finally cooling, Amazon's massive Capex projects will become significantl

Ticker: MRVL (Marvell Technology) The 2026 Dark Horse Thesis While the "AI trade" of 2024 and 2025 was dominated by the giants—namely NVIDIA—2026 is the year of custom silicon and infrastructure integration. Marvell is the dark horse because it has spent years positioning itself as the "silent partner" to the world’s largest hyperscalers (Amazon, Google, and Microsoft), and those long-dated R&D cycles are finally hitting full production scale.