Hey Tigers 🐯! Can $Coinbase Global, Inc.(COIN)$ recover before trading activity does? US Tiger Securities’ Bo Pei maintains BUY and a $250 target in his October 20, 2026 report. 📊 A Recovery With a Lag Bitcoin has rebounded since July, yet third-quarter industry spot volume fell 6.5% sequentially to $2.44tn. Coinbase’s tracked spot volume declined 2% to $140.9bn. 📌 Key Insight: The analyst sees this divergence as consistent with an early recovery. Source: US Tiger Securities Research; original report chart. 💰 What the Earnings Preview Shows 3Q26 forecast US Tiger estimate Revenue $1.19bn Adjusted EBITDA $247mn Adjusted EBITDA margin 20.80% The EBITDA forecast falls 13% from $285mn, mainly reflecting higher marketing spending. Sourc
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🐯 Coinbase: Bitcoin Is Recovering. Why Are Trading Volumes Still Quiet?
🐯 Coinbase: Bitcoin Is Recovering. Why Are Trading Volumes Still Quiet?
UBS Sees AI Infrastructure Demand Accelerating in 2027: 3 Stocks to Watch
AI investment has largely been associated with chipmakers and software companies. But as data center developers expand capacity, another group of businesses could benefit: the industrial equipment manufacturers and engineering firms supplying the infrastructure behind the AI boom. $UBS Group AG(UBS)$ expects demand for AI infrastructure to accelerate in 2027, even as supply-chain constraints persist. In an October 16 research report, analyst Steven Fisher said industry experts attending Data Center World Expo in Singapore reported accelerating orders, rising multiyear capacity reservations and confidence that investment would continue beyond 2027. The outlook puts three U.S.-listed companies in focus:
UBS Sees AI Infrastructure Demand Accelerating in 2027: 3 Stocks to Watch
🐯 Q3 Earnings Season: Wall Street Expects Strong Growth, but Where Is the Money Going?
U.S. equities are attracting fresh capital, even as technology funds face billions in outflows. Is Wall Street positioning for another rally — or becoming more selective? Hey Tigers! 🐯 The Q3 2026 earnings season is officially underway, and Wall Street is entering one of the most important reporting periods of the year with high expectations. Corporate earnings are projected to grow nearly 30%, major banks have begun releasing their results, and investors are closely watching whether the AI boom can continue supporting profitability. But the latest market fund-flow data reveals an interesting contradiction. U.S. equity funds attracted $13 billion in fresh capital last week, while technology-sector funds recorded more than $5 billion in outflows. So, what are major financial institutions ex
🐯 Q3 Earnings Season: Wall Street Expects Strong Growth, but Where Is the Money Going?
JD’s Retail Recovery Is Improving — But Can Margins Catch Up?
JD’s Retail Recovery Is Improving — But Can Margins Catch Up? Hey Tigers 🐯! $$JD.com(JD$$ is heading into 3Q26 with a more complicated setup than the headline numbers suggest. US Tiger Securities expects JD’s core retail business to return to modest growth, supported by improving electronics and home-appliance demand and resilient general merchandise. But at the same time, the firm has cut its price target from $35 to $33 and lowered both 3Q and 4Q earnings estimates, with a much more cautious view on 4Q. That creates the key question for investors: Is JD entering a real earnings recovery — or just an early-stage revenue stabilization? The difference matters. Because right now, sales are improving faster than margins. 1️⃣ What Changed? US Tiger now expects JD to deliver: RMB308.3B in 3Q26
JD’s Retail Recovery Is Improving — But Can Margins Catch Up?
"Infinite Demand" vs. "Trillions Destroyed": Wall Street's Smartest Minds Just Split on AI
October 14, 2026 — Investor Education: The AI Debate, Mapped For the past two years, the AI trade had one voice. This week, it has two — and they're shouting past each other. On one side: Jensen Huang, who just repeated that global AI infrastructure capex will hit $3–4 trillion annually by 2030, insisting demand is "nowhere near" supply-constrained growth. On the other: Michael Burry, the man who called the housing bubble, arguing that AI will consume and destroy trillions in capital — and that markets may need to fall just to stop AI IPOs from vacuuming up the money. Between them sits the most important disagreement in markets right now: Is the AI supercycle a real productivity revolution — or a capex bubble priced for perfection? Here's the full map of who's saying what, so you can decid
"Infinite Demand" vs. "Trillions Destroyed": Wall Street's Smartest Minds Just Split on AI
Robinhood Adds $25 Million in Bitcoin: A New Phase for Financial Platforms?
$Robinhood(HOOD)$ has reportedly added $25 million in Bitcoin (BTC) to its corporate balance sheet, marking its first disclosed corporate Bitcoin purchase. The move comes as the financial-services platform expands its blockchain infrastructure, tokenized stocks and crypto trading products. The purchase is small relative to Robinhood's size, but it raises a bigger question: Are financial platforms moving beyond facilitating crypto trades to becoming direct participants in the digital-asset ecosystem? 📌 Key Takeaways $25 million in BTC: Robinhood's first publicly disclosed corporate Bitcoin allocation, according to a senior executive. ~$100 billion market cap: The purchase is small relative to the company's overall valuation. Broader
Robinhood Adds $25 Million in Bitcoin: A New Phase for Financial Platforms?
💻 Goldman Sachs Turns Bullish on Palantir: Is Customized AI the Next Big Investment Opportunity?
$Goldman Sachs(GS)$ has upgraded $Palantir Technologies Inc.(PLTR)$ from Neutral to Buy, setting a reported $230 price target as it sees further growth potential in the company's AI business. The upgrade, attributed to Goldman analyst Gabriela Borges, highlights two potential growth drivers: sovereign AI and customized enterprise applications. But this isn't just another AI stock upgrade. It raises a bigger question for investors: As the AI boom expands beyond chips and data centers, which companies will capture the value of putting AI to work? 🚀 1. Beyond AI Chips: Where Could the Next Wave of Value Come From? So far, much of the AI investment story has centered on the infra
💻 Goldman Sachs Turns Bullish on Palantir: Is Customized AI the Next Big Investment Opportunity?
Sarah Hansen: 7 Charts on Q3 Market Highlights
7 Charts on Q3 Market Highlights: Stocks Tread Water While the Bond Market Shudders The AI trade cooled and bond yields soared to multi-decade highs. Illustration of chart elements on a grey background with 'Q3' at the center, showing a neutral quarter Securities in This Article $Lam Research(LRCX)$ , $Microsoft(MSFT)$ , $KLA Corporation(KLAC)$ , $Broadcom(AVGO)$ , $Meta Platforms, Inc.(META)$ Key Takeaways The stock market rally ran out of steam in the third quarter as AI stocks stumbled. A bond market selloff gained momentum, with Treasury yields rising to multi-decade highs.
Sarah Hansen: 7 Charts on Q3 Market Highlights
🔴 Why Is the Market a Sea of Red? How 5% Treasury Yields Are Shaking Stocks
Open the market heat map and one thing immediately stands out: red is everywhere. Technology, semiconductors, financials and consumer stocks have all faced pressure, while even $Gold.com(GOLD)$ has fallen sharply. Behind much of this weakness is a powerful combination: oil above $100, persistent inflation concerns and soaring U.S. Treasury yields. On September 29, the 10-year Treasury yield approached 5.27%, its highest level in 19 years, while Brent crude traded around $106 a barrel. The question for investors is simple: Why does a 5% Treasury yield matter so much for stocks? 💥 What's Driving the Red Market? The current market pressure can be understood as a chain reaction: 🛢️ Oil ↑ → 🔥 Inflation ↑ → 🏦 Rate expectations ↑ → 📈 Trea
🔴 Why Is the Market a Sea of Red? How 5% Treasury Yields Are Shaking Stocks
💻 McKinsey Sees a $2.3 Trillion Semiconductor Market by 2030: Where Will AI Create the Most Value?
Hey Tigers 🐯! The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. Its previous estimate, published in late 2025, was: $1.6T → $2.3T by 2030 📈 That is a 44% upward revision in less than a year. But for investors, the bigger question is not simply: “How large can the semiconductor market become?” The more important question is: Where is that additional value being created — and which parts of the semiconductor supply chain are benefiting most from the AI infrastructure boom? 🚀 AI Is Changing the Semiconductor Growth Curve The semiconductor industry has always been cyclical. But the current AI cycle looks different. According to McKinsey, semiconductor s
💻 McKinsey Sees a $2.3 Trillion Semiconductor Market by 2030: Where Will AI Create the Most Value?
Bitcoin’s Bull Market Has Begun,Establishing a $250,000 Cycle Target by 2029
Bitcoin (, BUY) $Bitcoin(BTC.USD.CC)$ $Grayscale Bitcoin Mini Trust(BTC)$ $BTC Digital(BTCT)$ $Grayscale Bitcoin Trust(GBTC)$ - Bitcoin’s Bull Market Has Begun; Establishing a $250,000 Cycle Target by 2029 Tiger Research believe Bitcoin has entered a new bull-market regime and maintain BUY and establish a $250,000 cycle target to be reached by 2029 or earlier, implying approximately 190% upside from the latest price near $86,100. “Higher lows, higher highs and recovery above key investor cost bases support moving beyond our July late-bear-market assessm
Bitcoin’s Bull Market Has Begun,Establishing a $250,000 Cycle Target by 2029
💻 JPMorgan's AI Chip Forecast: ASICs Could Surpass GPUs in 2027
The AI chip market may be entering a new phase. For years, the AI infrastructure boom has been synonymous with GPUs, with $NVIDIA(NVDA)$ at the center of the buildout. But as hyperscalers increasingly develop chips optimized for their own AI workloads, custom accelerators are becoming a larger part of the semiconductor equation. According to $JPMorgan Chase(JPM)$'s Fall 2026 U.S. Semiconductor & Semiconductor Equipment Industry Update, ASICs and XPUs are expected to account for 54% of AI accelerator unit shipments in 2027, up from about 41% in 2026, before reaching 55% in 2028. $JPMorgan Chase(JPM)$ also estimates
💻 JPMorgan's AI Chip Forecast: ASICs Could Surpass GPUs in 2027
Wells Fargo: AI's Data-Center Trade Is Moving Beyond Nvidia
Hey Tigers 🐯! The AI investment story has largely centered on GPUs and semiconductor leaders. But as AI models and workloads continue to expand, Wall Street is increasingly looking further down the infrastructure chain — toward the companies providing the power and physical capacity needed to run them. That is the thesis behind $Wells Fargo(WFC)$'s latest initiation of coverage on $APPLIED DIGITAL CORP(APLD)$. On September 17, 2026, $Wells Fargo(WFC)$ initiated coverage of $APPLIED DIGITAL CORP(APLD)$ with an Overweight rating —
Wells Fargo: AI's Data-Center Trade Is Moving Beyond Nvidia
Live Recap 4: Research the Person, Not Just the Press Release — Q&A Highlights
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Closing out the session, Matt argued that a company's AI leadership history predicts its implementation style — then opened the floor to audience questions on Xero, model diversification, and skills for the next generation of finance professionals. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Wa
Live Recap 4: Research the Person, Not Just the Press Release — Q&A Highlights
Live Recap 3: Xero, Oracle and CBA — Three Ways an AI Strategy Can Go Sideways
1. Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt walked through three real-world case studies — Xero, Oracle and CBA — to show how AI strategy can succeed or unravel in practice, and what each situation should teach investors watching from the outside. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the livestream recap?
Live Recap 3: Xero, Oracle and CBA — Three Ways an AI Strategy Can Go Sideways
Live Recap 2: AI Doesn't Fix Bad Data — It Just Breaks Things Faster
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. In this segment, Matt turned to the two questions he sees separating real AI-driven value from hype: how clean is the underlying data, and what should investors actually be looking for when they assess a company's AI strategy. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the
Live Recap 2: AI Doesn't Fix Bad Data — It Just Breaks Things Faster
Live Recap 1: The Mix Is Shifting — Why 72% AI Adoption Still Isn't a Strategy
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt is a Chartered Accountant (CA ANZ) with 15+ years of senior finance leadership experience across the UK and Australia, including as former CFO of Australian tech company Fliteboard through its international expansion, capital raising and ~$89M strategic sale. He's the creator of The Company Coach's "AI-Native Finance Function" concept. This session opened Matt's outlook on how AI is reshaping finance and business, starting with a historical lens on technology-driven change and where AI
Live Recap 1: The Mix Is Shifting — Why 72% AI Adoption Still Isn't a Strategy
Morgan Stanley’s Bitcoin Holdings Cross 7,800 BTC — But Who Is Really Buying?
Hey Tigers🐯! $Morgan Stanley Bitcoin Trust ETP(MSBT)$’s Bitcoin holdings have surpassed 7,800 BTC after three consecutive days of reported accumulation. But the bigger story may be investor demand for $Morgan Stanley(MS)$’s crypto wrapper — not a proprietary Bitcoin bet. According to on-chain data tracked by Arkham and reported on September 12, MSBT added approximately 203.45 BTC worth $15.81 million over three consecutive days, bringing its total holdings to 7,855 BTC, worth more than $600 million at the time of reporting. At first glance, that sounds like $Morgan Stanley(MS)$ is making a $600 million Bitcoin bet. But
Morgan Stanley’s Bitcoin Holdings Cross 7,800 BTC — But Who Is Really Buying?
Live Recap 6: James Early & Selina Han Go From Macro to Trades — FRI, AVAH and ROL
1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. After discussing debt, Federal Reserve policy and rising market dispersion, the session concluded by translating those themes into three ideas for further research. The presentation does not frame th
Live Recap 6: James Early & Selina Han Go From Macro to Trades — FRI, AVAH and ROL
Live Recap 4: James Early & Selina Han — AI Boom, New Winners
1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. The first stage of the AI rally was extraordinarily concentrated. A relatively small number of mega-cap technology stocks captured much of the investment, earnings growth and stock-market attention.
Live Recap 4: James Early & Selina Han — AI Boom, New Winners
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