To The Moon

$Netflix(NFLX)$ is down ~18% YTD. Is this a buy-the-dip moment or a falling knife? 🔪 The streaming giant is caught between strong fundamentals and massive M&A risks. This infographic breaks down the debate: 🐂 Bulls (Score 3.7): 325M subscribers, valuation reset & ad revenue doubling. 🐻 Bears (Score 3.9): The $83B WBD acquisition overhang & soft 2026 guidance. Are you adding shares or staying away? 👇 @Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_Di

$AppLovin Corporation(APP)$ delivered 66% growth & 84% margins, yet the stock dipped. 📉 Is the market mispricing this cash machine? This infographic breaks down the post-earnings battle: 🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA, massive buybacks & AI moat. 🐻 Bears (Score 3.1): Valuation fears, intensifying competition & sentiment. Fundamentals vs. Fear. Who wins? 👇 @Tiger_comments @TigerObserver

$Palantir Technologies Inc.(PLTR)$ is the battleground of 2026. ⚔️ Q4 Revenue +70% & massive US Gov growth vs. Michael Burry’s 10k-word bear thesis predicting a 66% drop. This infographic breaks down the data driving the volatility: 🐂 Bulls (Score 4.17): Execution, AI Dominance & Airbus/DISA wins. 🐻 Bears (Score 3.83): Valuation concerns & Insider selling. Are you buying the dip or fearing the drop? 👇 @Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_D

$JPMorgan Chase(JPM)$ JPM signals a bearish Head and Shoulders top, underscored by heavy institutional distribution (e.g., 19M+ share sell-offs). Now trading below the 20/50 EMAs (~$312), momentum has decidedly shifted negative. The price is aggressively testing the final "line in the sand": the ascending trendline and the critical 200-day EMA at $295. A confirmed break below this $295 floor would validate a major trend reversal, opening the door for a deeper correction toward $270. Bulls must defend this level to keep the long-term uptrend alive. @Tiger_comments @TigerObserver @TigerPicks

$Grab Holdings(GRAB)$ 🚗 Grab — Inflection Analysis This is no longer a cash-burn story. Grab has crossed into structural profitability. The superapp model is now generating real earnings and free cash flow, with operating leverage kicking in across mobility, deliveries, ads, and lending. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow have all turned sustainably positive. Atomic evidence: • FY25 net profit $200M vs $158M loss (FY24) • Q4’25 GMV $6.1B, +21% YoY • FY25 adj. FCF $290M • Adj. EBITDA +60% YoY to $500M • Loan book doubled to $1.18B ⚠️ Bottleneck: Financial Services segment breakeven targeted for 2H26. 💰 Price-conditioned valuation: At **US$4.23 (11 Feb 2026)**, the market discounts 2028 EBITDA/FC

$Oscar Health, Inc.(OSCR)$ 🏥 Oscar Health — Inflection Analysis This is a completed operating turnaround trading like a policy casualty. Oscar has reached scale profitability as a tech-native ACA insurer, but the stock is being dominated by fear around the 2026 subsidy cliff rather than fundamentals. 📈 Inflection status: CONFIRMED POSITIVE → STABILIZING Annual momentum remains intact despite near-term policy noise. Atomic evidence: • FY25 revenue $11.47B, +28% YoY • First full year of net income + adj. EBITDA profitability (2024) • SG&A ratio improved ~520bps via fixed-cost leverage • Operating cash flow $1.02B achieved in 2024 • Risk adjustment payable $1.68B reflects industry-wide morbidity spike ⚠️ Bottleneck: APTC renewal un

$ISHARESHSTECH(03067)$ $Lion-OCBC Sec HSTECH S$(HST.SI)$ The iShares Hang Seng TECH ETF signals a critical breakdown, having lost the vital 200-day EMA support ($11.67) for the third time—effectively a "three strikes" bearish confirmation. Trading decisively below this long-term trend setter and trapped within a descending channel, momentum is firmly negative. With the 20/50 EMAs now acting as overhead resistance, the inability to reclaim $11.67 implies the major trend has reversed, risking a continued slide toward the channel floor near $10.00-$10.50. @Tiger_comments @TigerObserver

🧠 $Microsoft(MSFT)$ — Inflection Analysis The market is stuck on capex fear. The data says demand is already locked in. Microsoft’s AI-driven cloud engine has moved from speculation to backlog-backed execution, with monetization now visible in Azure growth and RPO expansion. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow continue to inflect upward. Atomic evidence: • Azure growth re-accelerated to ~40% (FY26 Q1) • Commercial RPO surged to $625B, +110% YoY • AI now contributes ~16pts to Azure growth (+400bps in 6 months) • OpenAI signed ~$250B incremental Azure consumption deal • Operating cash flow +56% vs FY23 ⚠️ Bottleneck: GPU capacity and datacenter power limit near-term fulfillment. 💰 Price-conditioned

$Intel(INTC)$ 🧠 Intel (INTC) — Inflection Analysis Intel’s existential risk is gone — but the stock is now running ahead of the fundamentals. Backed by government funding and strategic equity from NVIDIA & SoftBank, Intel has established a hard strategic floor. The market is now pricing in execution perfection. 📈 Inflection status: CONFIRMED POSITIVE (structural) Balance sheet stabilized, narrative reset to IDM 2.0. Atomic evidence: • ~$7B NVIDIA/SoftBank investment at ~$23 (Q3’25) • Gross margin trough passed: 34.8% vs 32.7% in 2024 • Impairments down to $950M from $3.3B • Inventory reserves +$878M tied to early 18A ramp • Share count +16% YoY → dilution drag ⚠️ Bottleneck: Intel 18A HVM yield and external foundry customer ramp

$Dassault Systemes SA(DASTY)$ 🛠️ Dassault Systèmes (DSY.PA) — Inflection Analysis This is a quiet transition story the market is still doubting. Dassault is shifting from license-led PLM to a subscription-first 3DEXPERIENCE model. Headline growth looks soft, but revenue quality and margins are improving underneath. 📊 Inflection status: STABILIZING → EARLY POSITIVE Qualitative improvement ahead of reported growth. Atomic evidence: • Subscription revenue +16% Q3’25 (vs +9% last year) • Recurring revenue mix 86% (+300 bps YoY) • Non-IFRS op margin 30.1% (+100 bps) • Industrial Innovation +9% Q3’25, accelerating • 3DEXPERIENCE Cloud +36% Q3’25 ⚠️ Bottleneck: Medidata -3% growth and auto OEM volume contraction delaying top-line inflecti