💰Stocks to watch today?(21 Apr)

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!

USAR +14% Post-Mortem: What Did the $2.8B Serra Verde Acquisition Actually Buy?

I bought shares and Calls in early April. And sold early.. 1. Acquisition Core: The Only "Full-Spectrum" Rare Earth Producer Outside Asia USAR is acquiring Brazil's Serra Verde Group for $2.8 billion ($300M cash + ~$2.5B stock). Serra Verde's Pela Ema mine is the only producer outside Asia capable of scaling supply of all four magnetic rare earth elements: Neodymium (Nd), Praseodymium (Pr), Dysprosium (Dy), and Terbium (Tb). What does this mean? The global rare earth supply chain is currently heavily dependent on China. Serra Verde offers the West a "de-risking" alternative path. More critically, it carries a 15-year 100% offtake agreement, backstopped by a US government agency-supported SPV, with minimum price protections built in. 2. Financial Imagination: From "Story Stock" to "EBITDA Y
USAR +14% Post-Mortem: What Did the $2.8B Serra Verde Acquisition Actually Buy?
avatarxc__
10:46

💰Market Pulse Today: Apple CEO Shakeup Sparks 1% Jump While Tesla & Intel Drag — Rotation or Leadership Catalyst? 😱📉

Wall Street closed slightly lower today, but the action was anything but quiet — Tesla declined 2%, Intel dropped 4%, Apple jumped 1% after naming insider John Ternus as new CEO (with Cook moving to executive chairman), Marvell surged 6% on report of deal talks with Google to develop two AI chips, and USAR soared 13%. 😤 This selective rotation highlights the market’s focus on AI infrastructure and leadership transitions amid ongoing macro uncertainty. Amazon’s announcement of up to $25 billion investment in Anthropic as part of a $100 billion cloud deal added further AI cloud momentum, while Snap named Doug Hott as new CFO and Alaska Air pulled its 2026 profit forecast amid fuel cost uncertainty. The Tiger Daily highlights these moves as the key stories shaping sentiment, with the broader
💰Market Pulse Today: Apple CEO Shakeup Sparks 1% Jump While Tesla & Intel Drag — Rotation or Leadership Catalyst? 😱📉

Watch ServiceNow (NOW) Buyback Action As "Safety Net" If There Is Negative Post Earnings Reaction.

$ServiceNow(NOW)$ is scheduled to report its fiscal Q1 2026 results tomorrow, Wednesday, April 22, 2026, after the market close. The stock enters this print under significant pressure, having declined roughly 35–47% year-to-date (depending on the recent swing lows around $96.66). This setup suggests that much of the "AI fatigue" and federal spending concern may already be priced in, creating a potential "relief rally" scenario if the numbers are simply "good enough." Key Estimates & Consensus Revenue: Consensus is $3.75B–$3.78B (up ~21% YoY). Adjusted EPS: Consensus is $0.96–$0.97 (up ~20-25% YoY). Subscription Revenue Guidance (Q1): Management previously guided to $3.65B–$3.67B. The fiscal Q4 2025 earnings report for ServiceNow (NOW), released
Watch ServiceNow (NOW) Buyback Action As "Safety Net" If There Is Negative Post Earnings Reaction.
avatarorsiri
08:54

Silicon Sovereign or Sitting Duck?

A King Meets His Reflection I’ve always found the market becomes most revealing when a company stops being judged on what it does and starts being judged on what it represents. $NVIDIA(NVDA)$ has reached that point. At nearly $5 trillion in market capitalisation, it now functions as a proxy for artificial intelligence and, by extension, the market’s confidence in future growth itself. That shift sounds subtle, but it changes how the stock behaves. Nvidia is no longer just analysed—it is interpreted. Nvidia has shifted from asset to narrative anchor And that’s where things become interesting. Because when a company turns symbolic, expectations tend to drift away from operational reality. Nvidia’s challenge in this second act is not proving it is ex
Silicon Sovereign or Sitting Duck?
avatarMrzorro
07:52
Intel Earnings Preview: Can AI CPU Momentum Offset Margin Pressure? $Intel(INTC)$   will report first quarter 2026 results after the market closes on Thursday, April 23. For investors, this quarter matters less because of absolute revenue scale and more because it should show whether Intel’s turnaround is finally translating into cleaner execution across CPUs, manufacturing, and margins.  Core Financial Indicators Revenue is expected to come in slightly above the midpoint of Intel's own guidance. In January, the company guided for first quarter revenue of $11.7 billion to $12.7 billion. The current analyst consensus of about $12.4 billion therefore assumes Intel can land modestly above the midpoint, he
avatarBarcode
02:52
$Alphabet(GOOGL)$ $Amazon.com(AMZN)$  $Microsoft(MSFT)$  📊📉📊 AI Earnings Reacceleration Meets Valuation Compression: Scepticism Still Dominates the Narrative 📊📉📊 📊 The Bloomberg chart reinforces what the market is quietly signalling. Forward multiples across Alphabet Inc. ($GOOGL), Amazon ($AMZN), Microsoft ($MSFT) and Meta Platforms ($META) have been structurally compressing since mid-2023 despite one of the strongest earnings upgrade cycles in recent history. I’m looking at this through a purely fundamental lens. If this were a speculative AI bubble, price would be outrunning earnings. Instead, earnings are outrunning price. 📊 Current Valua
avatarMrzorro
07:37
UnitedHealth Earnings Preview: Can Cost Discipline Restore Confidence? $UnitedHealth(UNH)$   is scheduled to report first-quarter 2026 results before the market opens on April 21 and will host its earnings call at 8:00 a.m. ET. On the surface, this is a routine quarterly report. In reality, it looks much more like the market’s first full test of whether UnitedHealth’s 2026 recovery framework is actually holding. Investors are no longer asking whether the company can still grow. The real question now is whether medical costs are finally moving back under control, whether Optum can stop weighing on earnings quality, and whether full-year guidance still looks credible. Public earnings previews currently point t
avatarMrzorro
07:26
From One Leader to Many: AI Chips Enter a Multi-Core Era The AI chip sector showed clear divergence on Monday: $Marvell Technology(MRVL)$   rose against the trend, closing up about 6% and gaining nearly another 3% after hours; $NVIDIA(NVDA)$   recovered its intraday losses to finish slightly higher; while $Broadcom(AVGO)$   fell around 1.7%. This kind of split performance feels like a signal—the AI value chain is shifting from a"single dominant narrative" to a new phase of "multiple core drivers." Over the past two years, the investment thesi
avatarSPOT_ON
18:20

WARREN BUFFETT- UNITED HEALTHCARE BEATS EXPECTATIONS BY WIDEST MARGIN IN 5 YEARS

$UnitedHealth(UNH)$   UnitedHealth’s stock surges as profit beats expectations by widest margin in five years UnitedHealth Group reported first quarter net income of $6.3 billion as medical costs fell a bit, triggering an improved outlook for the rest of the year. The company, which is the parent of the nation’s largest health insurer in UnitedHealthcare, raised its full year 2026 earnings outlook to “greater than $17.35 per share.. UnitedHealth reported net income of $6.28 billion, or $6.90 per share in the first quarter ended March 31 of this year, compared to $6.29 billon, or $6.85 per share in the year ago quarter UnitedHealth Group’s stock surged in early Tuesday trading after the healthcare giant increased
WARREN BUFFETT- UNITED HEALTHCARE BEATS EXPECTATIONS BY WIDEST MARGIN IN 5 YEARS
avatarWeChats
08:23
Market Recap: Geopolitics, Sector Rotation, and Apple's Big Shakeup ​Geopolitical Jitters Break the Nasdaq's Streak ​US equities faced headwinds once again from renewed US-Iran geopolitical friction. While major indices dipped, underlying resilience remains: ​Dow Jones: Slipped a mere 0.01%. ​S&P 500: Dropped 0.24% but remains firmly anchored above the 7,100 mark. ​Nasdaq: Fell 0.26%, snapping a 13-day winning streak—its longest uninterrupted rally since 1992! ​PHLX Semiconductor (SOX): Defied the broader pullback, continuing its climb to set new highs. This strength also supported Taiwan index futures, driving them up over 300 points in the overnight session. ​Middle East Escalation & Policy Volatility ​The ceasefire agreement has effectively collapsed. The US Navy directly seized

🌡️Apple changes leadership; what are your thoughts on Apple's future?

No slow days in the market. ⚡ Some are playing defense, others going all in. 👀 Where do you stand today? Show us your game plan. Let’s break it down:These stories drove the markets. More News Tiger Community TOP10 Tickers 🎯 S&P500 Most Active Today 👉@TigerObserver Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively! ✨Tuesday — Singapore Stocks Singapore stocks opened lower on Tuesday. STI down 0.1%; Nio up 3%; UOL up 2%; SIA up 1%. Keppel Reit: The real estate investment trust (Re
🌡️Apple changes leadership; what are your thoughts on Apple's future?
avatarECLC
15:18
Apple changes leadership, corporate values continue with challenging tasks waiting for new CEO. New era of hardware innovation and artificial intelligence.

Options Strategy Weekly: Earnings Season, Tech & Treasury Trades Under Risk-On Recovery

Highlight inadvance: This week's theme: direction reselection after risk-on repair. Middle East easing powered US equities to fresh highs, but Netflix's post-earnings drop warns that in elevated markets, "okay" is no longer enough—only genuine outperformance opens upside. Strategically: $Microsoft(MSFT)$ = quality tech repair play; $iShares 20+ Year Treasury Bond ETF(TLT)$ = mid-cycle rate-cut positioning; $NIO Inc.(NIO)$ = short-the-rally on structural deterioration; $Netflix(NFLX)$ = respect the expectations gap and risk boundaries. Avoid blind chasing at highs. Trim tech exposure after index records, preserve cash and f
Options Strategy Weekly: Earnings Season, Tech & Treasury Trades Under Risk-On Recovery
avatarxc__
04-20 15:34

Hormuz Shipping Hits Absolute Zero: Full Blockade Nightmare – Oil $120+ or Gold Safe-Haven Rocket Loading? 😱🛢️

Shipping in the Strait of Hormuz has completely stopped, with traffic at zero according to Bloomberg vessel tracking data — a dramatic escalation that has effectively shut down one of the world’s most critical energy chokepoints. 😤 This full blockade, following Iran’s refusal of talks and the US-led “Operation Economic Fury,” is now choking off roughly 20% of global oil and LNG flows, with tanker traffic frozen and insurance markets in chaos. The chart shows the sharp collapse in visible commercial ship transits, dropping from dozens per day to absolute zero in recent sessions, confirming the severity of the disruption. Markets are already reacting with oil futures spiking and safe-haven flows pouring into gold, but the big question is whether this zero-traffic reality pushes crude toward
Hormuz Shipping Hits Absolute Zero: Full Blockade Nightmare – Oil $120+ or Gold Safe-Haven Rocket Loading? 😱🛢️
avatarxc__
04-20 14:45

💰Next Week's Earnings Fireworks: Mega-Cap Tech, Industrials & Defense Set to Shake Markets – Who's Ready for the Volatility Ride? 😱📈

The week of April 20–24, 2026, is stacked with high-impact earnings and events that could swing the S&P 500 toward fresh highs or trigger sharp rotations as investors digest the latest corporate signals amid lingering geopolitical and tariff uncertainty. 😤 Cleveland-Cliffs, Steel Dynamics, and Alaska Air kick things off on Monday, setting the tone for industrials and materials. Tuesday brings 3M, RTX, and UnitedHealth, plus a Senate Banking Committee appearance by Kevin Warsh that could move rate expectations. Wednesday is the heavyweight day with Tesla, IBM, Boeing, ServiceNow, and Texas Instruments — a mix of EV/AI, cloud, and hardware names that will test AI spending resilience. Thursday features Intel, American Express, Lockheed Martin, Freeport-McMoRan, and American Express again
💰Next Week's Earnings Fireworks: Mega-Cap Tech, Industrials & Defense Set to Shake Markets – Who's Ready for the Volatility Ride? 😱📈

🎁Weekly EPS Growth & Dividend Leaders: TSLA, PG, LRCX, CVX & More

😀Hi Tigers,As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance.In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between April 20 and April 24.😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off🎁Weekly Higher EPS Estimates: TSLA, PG, LRCX, GE, GEV & More1. Why EPS Matters?Earnings per share(EPS) refer to the income per share brought to investors/shareholders in th
🎁Weekly EPS Growth & Dividend Leaders: TSLA, PG, LRCX, CVX & More
avatarkoolgal
05:52
🌟🌟🌟 $POP MART(09992)$ is certainly an amazing story of the rise of a toy company from a single store in Beijing to a global empire for its founder Wang Ning. Now that Duan Yong Ping, China's Warren Buffett has endorsed Pop Mart, I believe it would continue to rise.    With more than 10,000 stores worldwide, it would continue to grow exponentially. Pop Mart's success can be attributed to its Blind Box where unknown surprises and addiction to collection is a big draw for Generation Z and Millennials. Pop Mart's phenomenal success is also reflected in its earnings report with an annual
I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers
avatarnerdbull1669
04-20 07:21

Look Out For UnitedHealth (UNH)'s Turnaround With Optum Health.

$UnitedHealth(UNH)$ is scheduled to report its fiscal Q1 2026 results on Tuesday, April 21, 2026, before the market opens. Expectations are relatively low heading into this print, which could set the stage for a "relief rally" if the numbers prove more resilient than feared. Here is a breakdown of the key metrics and potential short-term trading opportunities. Key Earnings Metrics to Watch Earnings Per Share (EPS): Consensus estimates are pegged between $6.48 and $6.76. This would represent a year-over-year decrease of approximately 10%, largely due to higher medical utilization and Medicare Advantage (MA) pricing pressures. Medical Care Ratio (MCR): This is the most critical metric for insurers. Analysts expect a ratio around 85.7%, up from 84.8%
Look Out For UnitedHealth (UNH)'s Turnaround With Optum Health.
avatarorsiri
04-19 08:57

Gridlocked Genius: Why AI’s Real Bottleneck Isn’t Code—It’s Power

When Silicon Meets the Socket AI scaled fast—power infrastructure didn’t get the memo For years, I watched investors obsess over who would build the fastest chips and the smartest models. It was all very glamorous—like watching a Formula 1 race where everyone kept upgrading the engine. In 2026, the race has hit a rather less glamorous obstacle: the fuel tank. The constraint has shifted—quietly but decisively—from compute to electricity. Data centres are no longer just temples of silicon; they are industrial-scale energy sinks, and the grid is starting to wheeze under the pressure. Turns out, intelligence at scale requires an almost unfashionable amount of power. That’s where I see $GE Vernova Inc.(GEV)$ stepping in—not as a participant in the AI tr
Gridlocked Genius: Why AI’s Real Bottleneck Isn’t Code—It’s Power