Current Situation: Trailing the S&P by Over 6 Percentage Points Year-to-date 2026, $Berkshire Hathaway(BRK.B)$ have declined 5%, while the $S&P 500(.SPX)$ has gained approximately 1.78%—a gap of over 6 percentage points. This is Greg Abel's first "report card" since officially taking the CEO reins—and the market seems to be voting with its feet, questioning whether the "Oracle of Omaha" can still deliver the magic. But as Buffett himself once said: "We will underperform in bull markets because we hold a lot of non-public subsidiaries and cash." This current headwind is precisely the crucible testing whether Berkshire's "institutional transformation" can maintain its luster. I. Four Structural Rea
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🎁What the Tigers Say | TSMC Delivers the Validation — ASML's "Cautious Optimism" Just Got Its Green
Hi Tigers 🐯, Welcome to “What the Tigers say.” 👋 Semi Super Week has now delivered its verdict. ASML set the stage on April 15 with a solid but cautious Q1 print that left some investors worried the AI capex wave was softening. This morning, TSMC answered emphatically — reframing the debate from "is the cycle cooling?" to "how long can this run?" Before TSMC stepped up to the plate this morning, the community was already doing the heavy lifting on what ASML's "cautious optimism" meant for the rest of the semi complex. Let's rewind to the three sharpest takes from LanceLjx, nerdbull1669 and xc__: 1.
🎁What the Tigers Say | TSMC Delivers the Validation — ASML's "Cautious Optimism" Just Got Its Green
📉 Down 6% vs. the Market: Why Berkshire Is Lagging & What Abel Must Prove on May 2
📉 Down 6% vs. the Market: Why Berkshire Is Lagging & What Abel Must Prove on May 2
🎯 The "Marking the Boat" April Play: 20 Stocks With 80%+ Win Rates
Hey traders, ready for some seasonal edge? I just backtested the last 10 years of April data, and these 20 $S&P 500(.SPX)$ names have delivered positive returns 80% of the time (or better) when spring rolls around. Coincidence? Let's dig in. 👇 🔥 The 90% Club (Elite Tier): $Hasbro(HAS)$ • $Constellation(STZ)$ • $McDonald's(MCD)$ • $TransDigm(TDG)$ • $Mondelez(MDLZ)$ 💪 The 80% Club (Solid Contenders): $Booking Holdings(BKNG)$ • $Marriott(MAR)$ •
🎯 The "Marking the Boat" April Play: 20 Stocks With 80%+ Win Rates
Oil Back Above $100: What Goldman Sachs, Morgan Stanley, and JPMorgan Are Saying
👋 Hi Tigers, One of the hottest topics in global markets right now is simple: Oil prices have surged back above $100 per barrel. This has raised two concerns among investors: 1️⃣ Could oil prices climb toward $120? 2️⃣ Will this affect the Federal Reserve’s rate-cut timeline? Today, let’s take a look at the latest views from major Wall Street institutions. 1. 🏦 Wall Street Institutional Views 1️⃣ Goldman Sachs Institution: Goldman Sachs Oil price forecast: Brent crude: $100 — $105 per barrel Logic: If shipping disruptions in the Strait of Hormuz last more than 30 days, oil prices could potentially reach $120. Trading strategy: Overweight energy stocks Underweight technology stocks 2️⃣ Morgan Stanley Institution: Morgan Stanley Key view: The market is underestimating geopolitical risks. Cur
Oil Back Above $100: What Goldman Sachs, Morgan Stanley, and JPMorgan Are Saying
Bank Views Warn of CTA Sell-Off, S&P Dip and Gold Volatility
Quick Take on the StreetGoldman Sachs: CTA funds could become the biggest net sellers ever. Advice: control your positions, get ready to buy on dips. ⭐⭐⭐⭐JPMorgan: S&P 500 $S&P 500(.SPX)$ may drop 10% from its highs. Advice: scale in gradually, don’t go all-in. ⭐⭐⭐⭐Citi: AI data center demand remains strong. Advice: overweight $NVIDIA(NVDA)$ and $Broadcom(AVGO)$ . ⭐⭐⭐CICC: U.S. “quasi-stagflation” risk is rising. Advice: watch gold $Gold - main 2604(GCmain)$ and commodities. ⭐⭐⭐Macquarie: If the Strait of Hormuz shuts down, oil $WTI Crude Oil - main 2604(CLmain)$
Bank Views Warn of CTA Sell-Off, S&P Dip and Gold Volatility
🎉42 US Stocks Hit New Highs: J&J Leads as Market Focus on Earnings and Policy Signals
Hi Tigers~[Happy] On Wednesday's close(ET) , U.S. equity markets finished with mixed performance, $S&P 500(.SPX)$ advanced around 0.81%, closing at 6,946.13. $Dow Jones(.DJI)$ rose about 0.63%, finishing near 49,482.15. $NASDAQ(.IXIC)$ jumped roughly 1.26% to 23,152.08. According to statistical analysis of TradingView data, 42 companies of the S&P 500 with market capitalizations exceeding 20 billion USD hit all-time highs. Overview of Market Drivers: Tech and AI Momentum: Markets rallied as enthusiasm for artificial intelligence and chip demand helped reverse earlier declines. Nvidia and other tech leaders rallied ahead of upcoming earnings, and software
🎉42 US Stocks Hit New Highs: J&J Leads as Market Focus on Earnings and Policy Signals
🎉34 US Stocks Hit New Highs: J&J Leads as Strong Jobs Data Cools Rate-Cut Hopes
Hi Tigers~[Happy]On Wednesday's close(ET) , U.S. equity markets finished with mixed performance, $S&P 500(.SPX)$ ended essentially flat to slightly down, edging down less than 0.1%. $Dow Jones(.DJI)$ fell about 0.13% $NASDAQ(.IXIC)$ declined roughly 0.16%. According to statistical analysis of TradingView data, 34 companies of the S&P 500 with market capitalizations exceeding 20 billion USD hit all-time highs.Overview of Market Drivers:Strong U.S. Jobs Data Dampens Rate-Cut Expectations: January’s U.S. nonfarm payrolls rose far above expectations, with employment gains of roughly 130,000 and a drop in the unemployment rate. This stronger labor market rein
🎉34 US Stocks Hit New Highs: J&J Leads as Strong Jobs Data Cools Rate-Cut Hopes
🎉29 US Stocks Hit New Highs: Exxon Leads the Tech and Commodities Uptrend
Hi Tigers~[Happy] On Wednesday's close(ET) , U.S. equity markets finished with mixed performance, $S&P 500(.SPX)$ ended essentially flat, edging down less than 0.1%. $Dow Jones(.DJI)$ ticked up modestly by around 0.02%. $NASDAQ(.IXIC)$ posted a small gain of around 0.2%. According to statistical analysis of TradingView data, 29 companies of the S&P 500 with market capitalizations exceeding 20 billion USD hit all-time highs. Overview of Market Drivers: Federal Reserve Holds Rates Steady: The Federal Reserve’s FOMC decision kept the federal funds rate in the 3.50%–3.75% range, pausing further reductions after several cuts in 2025. This was largely expected
🎉29 US Stocks Hit New Highs: Exxon Leads the Tech and Commodities Uptrend
🎉34 US Stocks Hit New Highs: Micron Leads S&P Early-Year Rally as Tech Sector Surges
Hi Tigers~[Happy]As of Tuesday's close (ET), the $S&P 500(.SPX)$ rose 0.62% to close at 6,944, setting a new record closing high. $Dow Jones(.DJI)$ gained 0.99%, closing above the 49,000 mark for the first time in history at 49,462. $NASDAQ(.IXIC)$ climbed 0.65% to 23,547.According to statistical analysis of TradingView data, 34 constituents of the S&P 500 with market capitalizations exceeding 101010 billion USD hit all-time highs. Breaking this down by market cap, 24 of these companies are valued above 202020 billion USD. Among them, 12 belong to the Information Technology sector, 8 to the Financials sector, and 4 to the Industrials/Manufacturing sector
🎉34 US Stocks Hit New Highs: Micron Leads S&P Early-Year Rally as Tech Sector Surges
🎉19 $10B+ US Stocks Hit New Highs:JPM, BAC, GE Lead & Uptrend Drivers
As of Friday's market close, $Dow Jones(.DJI)$ slipped about 0.04%, $S&P 500(.SPX)$ edged down roughly 0.03%, and $NASDAQ(.IXIC)$ declined about 0.09%, showed flat performance. Data from TradingView shows that 19 companies with a market cap of over $10 billion have reached new highs.Holiday trading and light volume: With much of the world still observing post‑Christmas holidays, market participation was low and trading was thin. This often leads to muted price action and higher sensitivity to small flows.Precious metals surge: Gold and silver prices continued to climb on expectations of future rate cuts and safe‑haven demand, partly driven by global uncertai
🎉19 $10B+ US Stocks Hit New Highs:JPM, BAC, GE Lead & Uptrend Drivers
2025 RECAP｜ Top 10 US Stocks in Tiger Community!
In 2025, US equities rebounded sharply after a steep sell-off in April and then set record highs. Gold past $4,000 for the first time in history; Nvidia climbed to a $5 trillion market cap; by year-end, AI had become a sector that capital appeared to be “abandoning.”Take a look at the Top 10 Most-Watched US Stocks!1. $NVIDIA(NVDA)$ Tops $5 Trillion, But Faces Threat From TPUsOn October 29, NVDA closed with a market capitalization of $5.02 trillion, becoming the first publicly listed company in history to surpass the $5 trillion milestone—just four months after it first broke above $4 trillion.NVDA continues to benefit from the strength of its GPU ecosystem and software stack, with strong order visibility supporting the stock’s momentum.However, th
2025 RECAP｜ Top 10 US Stocks in Tiger Community!
Fed Cuts Rates as Expected, Launches RMP; Growth Stocks Cool Off but 'Earnings Trades' Gain Momentum
On Wednesday, December 10 (ET), the Federal Reserve announced a 25bp reduction in the federal funds target range to 3.50%–3.75%. This marks the third rate cut in 2025, bringing the cumulative reduction this year to 75bp. Beneath the surface of this seemingly routine cut, the meeting revealed two key signals: an unusual level of internal division within the Committee and a future policy path that will be highly dependent on data and timing.I. Key Takeaways: The Cut Was Expected, but Divisions Stand OutCompared with the previous meeting at the end of October, the most significant difference in this meeting’s statement is that among the 12 FOMC voting members, three voted against the 25bp rate cut—one more dissent than in October. This is the first time since 2019 that a Fed rate decision has
Fed Cuts Rates as Expected, Launches RMP; Growth Stocks Cool Off but 'Earnings Trades' Gain Momentum
🎉30 $10B+ US Stocks Hit New Highs:AVGO, MS, GS Lead & Uptrend Drivers
As of Monday's market close, $Dow Jones(.DJI)$ dropped 0.4%, $S&P 500(.SPX)$ slipped about 0.3%, and $NASDAQ(.IXIC)$ edged down 0.1%, showed bearish performance. Data from TradingView shows that 30 companies with a market cap of over $10 billion have reached new highs.Focus on Federal Reserve policy: With the Fed meeting approaching this week, investors grew cautious. Many expect a rate cut — the odds priced in by traders remain very high.Treasury yields rose, bond market jitters: Continued selling pressure in U.S. Treasuries pushed long‑term yields higher, putting pressure on equity valuations.Market uncertainty dominates until the Fed decision: With corpor
🎉30 $10B+ US Stocks Hit New Highs:AVGO, MS, GS Lead & Uptrend Drivers
🎉29 $20B+ US Stocks Hit New Highs:GOOG, AVGO, JNJ Lead & Uptrend Drivers
As of Tuesday's market close, $Dow Jones(.DJI)$ edged up 1.43%, $S&P 500(.SPX)$rose about 0.91%, and $NASDAQ(.IXIC)$ gained 0.67%, showed bullish performance. Data from TradingView shows that 29 companies with a market cap of over $20 billion have reached new highs.Rate Cut Expectations Increase: With weaker economic data (such as retail sales and producer prices), coupled with dovish comments from several Federal Reserve officials, expectations for a rate cut in December rose sharply, boosting investor sentiment.Bond Yields Fall & U.S. Dollar Weakens: U.S. long-term bond yields declined, and the dollar weakened against major currencies, which supported
🎉29 $20B+ US Stocks Hit New Highs:GOOG, AVGO, JNJ Lead & Uptrend Drivers
🚀A Rare Leap to the S&P 500: SanDisk’s Meteoric Rise and the Message Behind It
On Monday local time, S&P Dow Jones Indices announced that $SanDisk Corp.(SNDK)$ , the world’s largest supplier of flash memory, will be added to the $S&P 500(.SPX)$ this Friday, replacing $Interpublic(IPG)$ , Inc. The change will take effect at Friday’s market open. Following the announcement, SanDisk shares surged more than 7% in after-hours trading, after jumping 13.33% during the regular U.S. session to close at US$226.96, giving the company a total market capitalization of US$33.26 billion.SanDisk’s inclusion also edged out another popular candidate— $Strategy(MSTR)$ , a crypto-asset company that describes it
🚀A Rare Leap to the S&P 500: SanDisk’s Meteoric Rise and the Message Behind It
🎉The Trillion-Dollar Chases: Health, AI, and the Future of Commerce
[Allin]Today’s deep fundamental analysis examines three companies at critical inflection points, each pursuing distinct pathways toward trillion-dollar market opportunities. $Eli Lilly(LLY)$ is transforming obesity treatment with its incretin franchise, $Advanced Micro Devices(AMD)$ is challenging for AI computing dominance against NVIDIA, and $Shopify(SHOP)$ is redefining global commerce infrastructure. While operating in vastly different sectors, these companies share a defining characteristic: they are deploying billions of dollars in capital today to capture exponential growth tomorrow. In an era of elevated interest rates and tightening monetary conditions, t
🎉The Trillion-Dollar Chases: Health, AI, and the Future of Commerce
🎉15 $10B+ US Stocks Hit New Highs:GOOG, JNJ, LLY Lead & Uptrend Drivers
As of Monday's market close, $Dow Jones(.DJI)$ edged up 0.1%, $S&P 500(.SPX)$rose about 0.4%, and $NASDAQ(.IXIC)$ gained 0.6%, showed bullish performance. Data from TradingView shows that 15 companies with a market cap of over $10 billion have reached new highs.Valuation pressure on tech increased: although some mega-cap names (such as Alphabet) performed well, worries about a potential “AI and tech bubble” continued to rise.Bond yields and policy expectations remained in focus. With uncertainty over the Federal Reserve’s next steps and the trajectory of rate cuts, some investors shifted from rate-cut optimism toward a more yield-risk-oriented view.External
🎉15 $10B+ US Stocks Hit New Highs:GOOG, JNJ, LLY Lead & Uptrend Drivers
🎉10 $10B+ US Stocks Hit New Highs:GOOG, JNJ, MU Lead & Uptrend Drivers
As of Monday's market close, $Dow Jones(.DJI)$ down by 1.18%, $S&P 500(.SPX)$ down 0.92%, and $NASDAQ(.IXIC)$ down 0.84%, showed negative performance. Data from TradingView shows that 10 companies with a market cap of over $10 billion have reached new highs.Earnings + Data Watch: The market is entering a critical week with major companies (especially Nvidia) reporting, and delayed U.S. economic data (after the extended government shutdown) set to resume.Policy and Valuation Concerns: With some signs of labour‑market softness and inflation risks still present, the expectation of a December rate cut by the Federal Reserve is fading. Meanwhile, some analysts wa
🎉10 $10B+ US Stocks Hit New Highs:GOOG, JNJ, MU Lead & Uptrend Drivers
💥Buffett Bows Out---With BRK.B Surging, Is It Now the Best Safe-Haven Stock Amid Tech Pullbacks?
On Monday, November 10, Warren Buffett, the founder of Berkshire Hathaway and widely known as the “Oracle of Omaha,” released his “farewell letter,” confirming the board’s final succession plan and marking the end of a 60-year era of value-investing pilgrimage.But this doesn’t mean the company stops moving — Greg Abel, whom Buffett has praised as having “far exceeded expectations,” will continue leading Berkshire forward.At Thursday’s close, $Berkshire Hathaway(BRK.B)$ rose 2.13% against the market, with trading volume surging to $3.74 billion, up 36.66% from the previous day. Notably, a seemingly large buy order appeared right before the close. On the same day, the $S&P 500(.SPX)$ fell 1.66%, with 8
💥Buffett Bows Out---With BRK.B Surging, Is It Now the Best Safe-Haven Stock Amid Tech Pullbacks?
🎉32 $30B+ US Stocks Hit New Highs:NVDA, AAPL, GOOG Lead & Uptrend Drivers
As of Wednesday's market close, $Dow Jones(.DJI)$ down by 0.16%, $S&P 500(.SPX)$ gained 0.05%, and $NASDAQ(.IXIC)$ gained 0.45%, showed mixed performance. Data from TradingView shows that 32 companies with a market cap of over $30 billion have reached new highs.Federal Reserve Policy: The Fed cut interest rates by 25 basis points but signaled caution, with Chair Jerome Powell stressing that another cut in December is not guaranteed. The mixed message—easing now but uncertain ahead—cooled market optimism that a series of rate cuts would drive stocks higher.Corporate Earnings and Tech Sector: Roughly 84% of S&P 500 companies beat earnings expectations, led
🎉32 $30B+ US Stocks Hit New Highs:NVDA, AAPL, GOOG Lead & Uptrend Drivers
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