💰Stocks to watch today?(15 May）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

avatarShernice軒嬣 2000
06-19 22:34

⚡ The Power Shock Thesis: “Rubin Broke the Grid Model”

$NVIDIA(NVDA)$   Rubin isn’t just another GPU jump. It quietly breaks a core assumption of the energy system: Compute demand used to scale linearly. Now it scales like a power plant. 1️⃣ NVIDIA Rubin → Extreme Power Density Rubin-class AI clusters push: Higher watts per rack Higher sustained utilization Ultra-dense training + inference workloads This shifts AI infrastructure from IT equipment into: industrial-scale electricity consumption systems 2️⃣ Data Centers → Electricity Demand Explosion With hyperscalers scaling Rubin-era clusters: AI training becomes continuous, not cyclical Inference becomes always-on base load Mega data centers behave like cities Result: Data centers stop being “large customers” T
RepostReply
⚡ The Power Shock Thesis: “Rubin Broke the Grid Model”
avatarFistein
06-19 12:58
$Addvalue Tech(A31.SI)$ 0.3 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million.    Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity
11
avatarFistein
06-19 12:33
$Bumitama Agri(P8Z.SI)$ 2.7 Target Price Bumitama Agri's stock outlook looks promising, with analysts predicting a positive trend. The company's share price is expected to rise over the next 12 months, with an average price target of SGD$2, representing a 18% upside from the current price. *Key Highlights:* - *Revenue Growth*: Bumitama Agri is expected to achieve double-digit revenue growth, driven by healthy orders from biodiesel customers. - *Dividend Yield*: The company offers a dividend yield of 2.9%, with a history of increasing dividend payments. - *Analyst Ratings*: Bumitama Agri has a Strong Buy consensus rating, with analysts from Maybank Research, DBS Research, and UOB Kay Hian maintaining a Buy rating. *Price Targets:* - *Highest Targ
RepostReply
avatarJC888
06-19 10:54

SoFi’s Paradox: Growth vs Brutal Crash

My Journey SoFi. Readers who have been reading my posts for a while will know that I am holding US digital bank $SoFi Technologies Inc.(SOFI)$ for sometime now. And, I have the posts to prove it too : (ha, ha, ha) 01 May 2026 - SoFi Tumbles Despite 2x Earnings. Why ? 09 Feb 2026 - SoFi - Strong Q4 is a BUY despite pullback now. 18 Dec 2025 - SoFi Dips: Buy the Growth, Ignore the Noise. Mid Year Review. Unfortunately, the banking stock has been suffering from malaise since the start of 2026. It has been one of 2026’s most punished fi
226
SoFi’s Paradox: Growth vs Brutal Crash
avatarnerdbull1669
06-19 10:33

Rate-Resilient Options Strategies for Tech Earnings

The June 18, 2026 trading day gave investors plenty to digest. It functioned as a classic "tug-of-war" session where major geopolitical news managed to temporarily soothe a market deeply rattled by a newly hawkish Federal Reserve. Here is a breakdown of what happened on June 18, and what the macro picture looks like for the remainder of June and Q3. June 18 Market Breakdown The tech-heavy $NASDAQ(.IXIC)$ Nasdaq Composite and $S&P 500(.SPX)$ S&P 500 staged a robust intraday rebound on Thursday, heavily driven by massive moves in the semiconductor space and relief on the global front. 1. Macro Catalyst: The U.S.–Iran Interim Agreement The primary driver behind the broad market recovery was the surp
12Reply
Rate-Resilient Options Strategies for Tech Earnings
avatarBarcode
06-19 02:43
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $Intel(INTC)$  🚀💾⚡ Semiconductor Supercycle Ignites as Institutional Call Flow Floods AI Chip Leaders ⚡💾🚀 🔥 I’m watching semiconductor positioning closely today because the options market is sending an unusually strong signal: institutional traders are aggressively leaning into the companies powering the next phase of AI infrastructure growth. The semiconductor sector is ripping higher ahead of the long holiday weekend as bullish options activity, analyst upgrades, and renewed US manufacturing optimism combine to drive a powerful risk-on move. 📊 The options market is showing significant conviction:
159
avatarTigerOptions
06-18 21:16

Why AI Hardware Goes Up While AI Services Go Down

The AI trade is no longer one simple trade. Earlier in the cycle, investors bought almost anything with “AI” attached to it. Chipmakers, cloud companies, software stocks, consultants, data-center suppliers, cybersecurity firms, and even companies with only a faint AI connection could ride the same wave. But the market is now becoming more selective. Today, investors are separating the AI winners into two very different buckets. The first bucket is AI hardware and infrastructure. These are the companies that build the physical foundation of AI: chips, memory, servers, networking, semiconductor equipment, and foundry capacity. The second bucket is AI services and consulting. These are the companies that help corporations plan, integrate, manage, or outsource technology projects. Right now, t
11Reply
Why AI Hardware Goes Up While AI Services Go Down
avatarFistein
06-18 13:00
$Addvalue Tech(A31.SI)$ 0.3 Target Price.   Addvalue Technologies (A31) secured multi-million in new IDRS orders from new customers, with a NASDAQ Listing and ADR break-through technology Launch expected in Jun-2026, positioning the company as a top small-cap pick of exponential growth in the space and radio communication industry. 
1Reply
avatarorsiri
06-18 12:22

Brewing a Royalty Machine: Why Starbucks Is Becoming Much More Than a Coffee Business

Most investors still analyse Starbucks as though it earns its living by selling lattes one cup at a time. I think that framework is becoming outdated. While near-term earnings remain under pressure from higher labour costs and ongoing operational investment, Starbucks is reshaping itself into something more valuable: a global consumer platform that increasingly resembles a royalty business. The market appears fixated on quarterly operating margins, but I believe the bigger story is that Starbucks’ economic model is becoming less dependent on store ownership and more reliant on monetising its brand, digital ecosystem and expanding licensed footprint. That distinction matters because businesses that earn royalties rather than directly operating every location tend to generate structurally hi
RepostReply
Brewing a Royalty Machine: Why Starbucks Is Becoming Much More Than a Coffee Business
avatarnerdbull1669
06-18 10:10

Fed's Hawkish Hold and Policy Shift Trigger Steep Wall Street Sell-Off

The Federal Reserve’s policy decision on Wednesday, June 17, 2026, marked a dramatic turning point for markets. While a rate hold was heavily expected, a surprisingly hawkish shift in the Fed's internal projections—coupled with major structural changes introduced by newly sworn-in Fed Chair Kevin Warsh—triggered a sharp midday reversal on Wall Street. Here is a breakdown of how the market performed, how investors reacted, and what to watch for over the next two days. Market Performance & Investor Reaction The market opened the session with modest gains but plummeted immediately following the 2:00 PM ET statement and Chair Warsh's subsequent press conference. Dow Jones Industrial Average: Slipped 507.12 points, or 1.0%, reversing a morning gain of 280 points.
Repost1
Fed's Hawkish Hold and Policy Shift Trigger Steep Wall Street Sell-Off
avatarBarcode
06-18 02:35
$Microsoft(MSFT)$ $SpaceX(SPCX)$  $Alphabet(GOOGL)$  🔴🔴🔴 AI Giants Under Pressure As Wall Street Reprices Risk 🔴🔴🔴 📉 I’m watching a significant shift in market positioning today as some of the largest AI beneficiaries face aggressive options activity and renewed downside pressure. $GOOGL, $META, $AMZN, and $MSFT are all under pressure, with defensive positioning building: 🔴 $GOOGL puts lead calls by $5M+ 🔴 $META puts lead calls by $10M+ 🔴 $AMZN puts lead calls by $7M+ 🔴 $MSFT puts lead calls by $6M+ The important detail is not simply that these stocks are falling. It is that traders are paying for downside protection after one of the stronges
267
avatarMrzorro
06-17 18:58
Microsoft Is Down 30% From Its Peak, Yet Smart Money Is Stepping In.  Recent Performance and Valuation $Microsoft(MSFT)$   reached an all-time high of $551.05 in July 2025 before declining approximately 36% to a low of $355.51 by March 2026. The stock currently trades near $394, representing a roughly 30% drop from its peak and returning to early 2024 levels. This selloff appeared to stem from a combination of factors, including investor concerns over a $19 billion annual artificial intelligence capital expenditure program, which marked a 49% year-over-year increase. Additional pressure came from a major Xbox restructuring and second-quarter Azure growth (Q2 FY2026, reported January 2026) that missed s
12Reply
avatarMrzorro
06-17 18:49
Tracking Cathie Wood: Rare Zero-Buy Day, Major Reductions in Strata Critical Medical and AMD U.S. equities showed divergent performance on Tuesday, with the $S&P 500(.SPX)$   closing at 7511.35, down 0.57%, and the tech-heavy $NASDAQ(.IXIC)$   retreating more sharply by 1.15% to 26376.34. The $DJIA(.DJI)$   bucked the trend, rising 0.64% to 51999.67. The market exhibited clear sector rotation signals, with capital appearing to flow from high-valuation tech names into traditional value sectors—reflecting a subtle shift in investor risk ap
1Reply
avatarMrzorro
06-17 18:38
SpaceX Makes Musk Richer Than Bitcoin — What's the Crypto Godfather's Next Move? $Space Exploration Technologies Corp(SPCX)$   surged over 35% in its first week of trading, pushing its market cap past $2.5 trillion. Combined with his $Tesla Motors(TSLA)$   stake, Musk's personal wealth hit a record $1.4 trillion. Meanwhile, Bitcoin's total market cap sits at roughly $1.33 trillion. One man is now worth more than the entire Bitcoin network. The space economy repricing is spilling into the broader market. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , and $Planet Labs PBC (PL.US)$ — core plays in the SpaceX ecosystem — have rallied steadily as IPO h
22
avatarMrzorro
06-17 18:27
SpaceX Is Not Just Rockets. It May Be The Biggest AI Cloud Too Starlink was the core. AI cloud may be the next pillar. Investors used to think $Space Exploration Technologies Corp(SPCX)$   was mainly a rockets and Starlink story. That was fair based on historical revenue. Starlink was the company's main revenue engine in 2025 and helped prove that SpaceX could build a large commercial business beyond launches. But the forward-looking picture has changed. Anthropic and $Alphabet(GOOG)$   could give SpaceX roughly $2.17 billion of monthly AI compute revenue if both contracts fully ramp. That equals about $26 billion of implied annualized revenue. That is la
172
avatarCissy.Yu
06-17 17:59
The following news today worth noting:  The Fed Meeting & Rate Outlook: Investors are bracing for the Fed's policy decision. While rates are expected to remain steady, the focus is shifting toward future rate hikes rather than cuts, as the conversation targets combating persistent inflation. US-Iran Peace Deal: Leaks regarding a 14-point peace plan between the U.S. and Iran are cooling geopolitical tensions. This has caused West Texas Intermediate (WTI) crude oil to drop to roughly $76 per barrel, a three-month low. The Dow Milestone: The Dow Jones Industrial Average reached a historic milestone by briefly crossing 52,000 points. Financials like JPMorgan Chase and Visa are leading the blue-chip surge, even as the tech-heavy Nasdaq experiences profit-taking.
RepostReply
avatarorsiri
06-17 17:33

Debt, Bitcoin, and the Vanishing Premium

The Maturity Wall Nobody Wants to Price Most investors analyse Strategy through the lens of Bitcoin. They debate adoption curves, treasury accumulation and where the cryptocurrency might trade next year. I increasingly think that misses the more interesting question. The real investment debate is not whether Bitcoin rises or falls. It is whether Strategy’s capital structure can continue functioning if capital markets become less accommodating. Strategy has evolved into something unique: a company whose future is increasingly determined by liability management rather than software growth. The market remains obsessed with the asset side of the balance sheet. I am far more interested in the liabilities. The premium powers more than most investors realise That is where the next major investmen
191
Debt, Bitcoin, and the Vanishing Premium
avatarnerdbull1669
06-17 08:24

Accenture Q3 2026 Earnings: Navigating the Gap Between Massive AI Bookings and Sluggish Discretionary Spending

$Accenture PLC(ACN)$ is scheduled to release its fiscal third-quarter 2026 financial results on Thursday, June 18, before the market opens. The backdrop for this print is highly contrasting. While Accenture has a reliable history of meeting or exceeding EPS expectations, the stock has underperformed the broader tech sector over the past year due to macro anxieties and pockets of persistent softness across the broader IT consulting landscape (such as recent commentary from peers like IBM). However, management's recent upward revisions to full-year guidance show that internal operational momentum remains intact. Consensus Estimates for Q3 2026 Wall Street is looking for modest, steady growth over the same period last year: Revenue Consensus: $18.76 b
RepostReply
Accenture Q3 2026 Earnings: Navigating the Gap Between Massive AI Bookings and Sluggish Discretionary Spending
avatarFistein
06-17
$CNMC Goldmine(5TP.SI)$ 2 Target Price.   CNMC Goldmine(5TP) will upsurge in coming weeks  due to discovery of rare metals deposits, global geopolitical tension in middle-east & latin American, distrust in U.S treasury bonds and it's currency.   China Nonferrous Metal Mining Group (CNMC) has recently discovered rare metal earth deposits, on top of GOLD ores, in it's Sokor Gold field, Malaysia.   Production Expansion: CNMC Goldmine's carbon-in-leach (CIL) plant expansion has increased daily processing capacity to 800 tonnes, supporting higher output potential. - Earnings Growth: Strong FY-2025 earning growth, with a 40% net profit increase in Year-2025 PATMI to US$42 million. *Analyst Price Target for CNMC:* - Phillip Sec
12
avatarMickey082024
06-16

FIS Stock Research: Deep Value Play or Value Trap?

$Fidelity National Information(FIS)$ Fidelity National Information Services (NYSE: FIS) is experiencing a dramatic divergence between its underlying corporate execution and its stock price performance. While the financial technology (fintech) giant is hitting its operational strides and beating quarterly earnings expectations, the stock has collapsed into deep value territory. This research uncovers the underlying drivers of the business, analyzes its balance sheet risks, and evaluates whether the recent market sell-off presents a compelling buying opportunity. Performance Overview and Market Feedback The market sentiment surrounding FIS has turned aggressively bearish over the last year. The stock recently plunged to a 52-week low of $38.78, repre
1Reply
FIS Stock Research: Deep Value Play or Value Trap?