To The Moon

🐯 Hello Tigers! The AI race is entering a new battlefield: cybersecurity. At $CrowdStrike Holdings, Inc.(CRWD)$’s Fal.Con 2026 conference, $NVIDIA(NVDA)$ and CrowdStrike unveiled SafeMind, a new agentic cybersecurity system that allows offensive and defensive AI to continuously challenge each other. Instead of using AI only to summarize alerts or assist security analysts, SafeMind is designed to actively search for weaknesses, build defenses and test those defenses again. For traders, this is more than another NVIDIA partnership announcement. It shows how AI is moving beyond chatbots into always-running enterprise applications, while giving CrowdStrike a potential new way t

From selling shovels to building the highway, Jensen Huang is rewriting the rules of the AI game. Meanwhile, the market from September to November will face a pricing storm driven by three forces: macroeconomics, IPOs, and politics. I. $12.9 Billion: Buying Not Revenue, But the "Toll Booth of the AI World" On August 26, news shook the entire open-source AI community: $NVIDIA(NVDA)$ has agreed to acquire Hugging Face, the world's largest open-source AI collaboration platform, for $12.9 billion. This acquisition accelerates Nvidia's push toward full-stack AI ecosystem dominance. The drama of this deal lies in the fact that just at the end of 2025, Hugging Face had rejected a $500 million investment offer from Nvidia (at a roughly $7 billion valuatio

Wednesday's $NVIDIA(NVDA)$ and Thursday's $Marvell Technology(MRVL)$ : Two Strong Earnings Reports, Two Completely Different Scripts $MRVL Marvell plunged after hours, immediately erasing the gains of the past few days. After reviewing $NVDA NVIDIA's and Marvell's earnings back-to-back, my biggest takeaway is this: both delivered excellent results, yet the market applied two entirely different pricing frameworks. NVIDIA: sold off first, then rallied Marvell: strong numbers, stock got hammered Explaining this away as simple "buy the rumor, sell the news" feels insufficient. The real difference lies in how much the market had already priced in before the reports were released. First, let's look at

🐯 Hello,Tigers! $NVIDIA(NVDA)$ delivered its fiscal Q2 2027 results last night — $96.2 billion in revenue, more than doubling year over year, and a roughly 70% FY28 growth outlook. The numbers are impressive, but the market reaction tells a deeper story. In this breakdown, we’re not just looking at the headline figures — we’ll examine the underlying shift in NVIDIA’s growth engine, the supply constraints shaping the AI industry, and the ongoing debate around the so-called “circular financing” concerns. A deep dive into the key takeaways from NVIDIA’s earnings 👇 📊 I. Earnings Snapshot: Scale Meets Quality First, let’s quickly run through the key numbers. $NVIDIA(NVDA)$ deliv

Yesterday, $Intuit(INTU)$ 's earnings report fell short of expectations after the market closed, briefly causing $iShares Expanded Tech-Software Sector ETF(IGV)$ to test 100. Today, after the market opened, IGV actually rose, led by $Oracle(ORCL)$ , $Microsoft(MSFT)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ , while the broader market and semiconductors saw minimal fluctuations as investors awaited NVDA's earnings report after the market closed.

While Wall Street continues to debate whether an “AI bubble” exists, the real winners have already crushed short‑sellers with their earnings reports. The July‑August 2026 earnings season is no ordinary set of “better‑than‑expected” results — it is a dominant capital bonanza. A cohort of large‑cap US stocks delivered staggering non‑GAAP earnings‑per‑share (EPS) performances: 50%, 100%, even 600%‑plus year‑over‑year growth. The market responded in the most direct fashion: surging share prices, short‑squeeze events, and analysts lifting price targets overnight. This is not modest growth. This is the sound of money‑printing machines running at full throttle. I. Semiconductors: “Lucrative Windfalls” for AI Infrastructure $Micron Technology(MU)$ : EPS up

[Allin]Hi Tigers~ is your holding stocks being upgraded？ Over the past week (August 17–24), Wall Street analysts appeared to reach a quiet consensus: amid lingering macroeconomic uncertainty, capital is actively hunting for conviction. From tech titans to the AI semiconductor supply chain, from cloud software to telecom infrastructure, a wave of prominent firms issued dense clusters of rating upgrades and price-target hikes, injecting a fresh dose of optimism into the market. 1. $Apple(AAPL)$ : The Most Aggressive Bullish Signal If one stock captured the most explosive bullish signal of the week, the answer is undoubtedly Apple (AAPL). On August 17, Rothschild & Co Redburn upgraded Apple from "Neutral" to "Buy," simultaneously lifting its pric

South Korea’s semiconductor industry is enjoying one of its strongest AI-driven booms. HBM, DRAM, advanced packaging and AI servers are all benefiting from the global infrastructure buildout. $SK hynix(SKHY)$ has become one of the biggest winners, and on August 19 announced a roughly KRW 40 trillion share repurchase covering about 24.07 million shares, which are expected to be cancelled. Yet $Samsung Electronics Co., Ltd.(SSNLF)$ faces a very different challenge: while AI demand is creating record opportunities for Korean semiconductors, Samsung’s foundry business is still struggling to convert technology into major customer orders. It is not that Samsung lacks technology.

The Coming-of-Age from "Pandemic Stock" to "mRNA Platform Titan" August 21, 2026 On August 19, $Moderna, Inc.(MRNA)$ 's stock price skyrocketed 177% in a single session, surging from $62.96 to $174.38. On August 20, it plummeted 23.6% to $133.32. Over the two days, the cumulative gain still stood at 111.7%, but $16.4 billion in market cap evaporated in a single day. This roller-coaster was not driven by a fundamental reversal, but rather by violent repricing of the mRNA platform's value by capital markets. For Moderna, August 2026 marks its official coming-of-age—from a "COVID beneficiary stock" to a "diversified mRNA platform company." For the XBI and broader biotech sector, it serves as a textbook demonstration of "sentiment contagion" and "risk

Amid the relentless AI infrastructure investment boom, one stock has remained conspicuously undervalued — $Broadcom(AVGO)$ . With shares up only about 13% year-to-date, the stock has significantly lagged its AI peers. Yet, as demand for custom AI accelerators (XPUs) explodes and partnerships with Google, Meta, OpenAI, and Anthropic deepen, Broadcom stands at a critical inflection point to redefine the AI supply chain. We are initiating coverage with a Strong Buy rating and a $588 price target, representing roughly 50% upside from current levels. XPU: The Hidden Champion of the AI Accelerator Battlefield Unlike $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , whi