To The Moon

Cathie Wood Just Bet $95.6M on Google — Here's Why "Error Tolerance" Matters More Than the AI Hype Key Takeaway: On June 3, ARK Invest sold $40.6M of $Advanced Micro Devices(AMD)$ while snapping up $95.6M in $Alphabet(GOOG)$ , alongside smaller buys in $Meta Platforms, Inc.(META)$ and $Alibaba(BABA)$ . This is one of Wood's largest GOOGL purchases in recent months. Why Is "Woody" Loading Up on Google Now? 1. The Pivot: From "AI Shovels" to "AI Platforms" Cathie Wood has been executing a clear strategy this year: "Sell the阶段性成果, buy the future seeds." Since April, she has consistently trimmed chip "shovel" plays like AMD

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Last week, SpaceX officially filed its S-1 prospectus with the SEC, targeting a mid-June listing that could value the company at up to $2 trillion and shatter every IPO record on the books. The filing instantly polarized the community: is this the defining space-economy investment of the decade, or a Musk-ecosystem capital shift that leaves Tesla holders rethinking their proxy? Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three high-quality contents from @Beat.MR.Market, @Value_investing, and

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Last week, the Trump administration unveiled roughly $2 billion in CHIPS Act funding for quantum computing, taking direct equity stakes in nine firms and instantly re-rating the entire sector. The move ignited a fierce debate across the community: policy-driven hype or genuine inflection point? Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @Isleigh , @Shyon , and @xc__ 1. Isleigh | Trump's $2B Quantum Bet: The CHIPS Act Just Created Nine New Gover

Hi Tigers🐯, “This may be the IPO that turns space from a dream trade into a benchmark sector.” SpaceX is reportedly targeting a Nasdaq listing as early as June 12, with a potential valuation of around $1.75 trillion, which could make it the biggest IPO in history. The news has already put space-related stocks back on investors’ radar. So the question is simple: If SpaceX(SPCX) becomes the anchor of the space economy, which public space names get repriced first? Let’s dig in. ① The Launch Club The most direct comparison. $Rocket Lab(RKLB)$ $Firefly Aerospace(FLY)$ Translation for us: SpaceX sets the ceiling, but Rocket Lab(RKLB) may become the easiest public-market comparison

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 The massive move driving this week’s tape belongs to $Cerebras Systems(CBRS)$ which electrified the Street with a blockbuster IPO that surged 68% on its debut to close at $311.07, briefly forcing its fully diluted valuation past the $100 billion milestone before settling near $95 billion. This eye-watering market cap sits in stark contrast to the company's underlying financials, creating a glaring valuation disconnect that begs the core question: Is $CBRS$ still attractive at current levels, or is the AI hype running too hot? As the market digests the initial pop, the community is already fiercely divided, and three Tigers have stepped up to stake out completely different reads on where the tape goe

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Here's the move driving this week's tape: The coming week includes several notable earnings releases, including $Nu Holdings Ltd.(NU)$ , $Sea Ltd(SE)$ , $Alibaba(BABA)$ , $Cisco(CSCO)$ , and $Applied Materials(AMAT)$. That's the backdrop for today's question — How does Tigers view $BABA Earnings? — and three Tigers have already staked out different reads. $Alibaba(BABA)$ reported its Q4 FY2026 (ended March 31, 2026) results on May 13, 2026, showing a 3% revenue increase to 243.4 billion yuan,

📘 Part 1: Analytical Framework for Insider Divestment I. Signal vs. Noise in Liquidation Events In financial reporting, "selling" generates significantly higher noise than "buying." While accumulation has a singular driver (valuation conviction), divestment is a mosaic of personal and structural liquidity requirements. Standard Non-Signal Liquidation Categories: Reason Characteristic Impact Rule 10b5-1 Plan Fixed interval, volume, and pricing Neutral Option/RSU Vesting Liquidity for tax/exercise costs Neutral Tax Obligations Immediate post-vesting mandatory sales Neutral Asset Diversification Low-percentage, singular tranche Neutral Estate/Trust/Divorce Structural transfer of ownership Neutral Lock-up Expiration Post-IPO/M&A supply influx Short-term Volatility II. High-Conviction "Red

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋Here's the move driving this week's tape: Lumentum surged 16.5% on May 8th, with the primary catalyst being its official inclusion in the $纳指100ETF(QQQ)$ index, as passive tracking purchases from index funds and ETFs concentrated on the rebalancing date.The photonics sector has seen valuation re-rating driven by AI data center optical interconnect demand, and index inclusion further amplified institutional inflow scale. Once the rebalancing is complete, passive buying might gradually fade, making fundamental self-sufficiency the core question for the stock. Is $Lumentum Holdings Inc.(LITE)$ still worth holding after the index inclusion effect is absorbed?That

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋The market is currently navigating a high-stakes tug-of-war between shifting geopolitical risks and the fundamental earnings power of the tech titans. As safe-haven demand for gold persists despite cooling energy prices, all eyes are on whether core operations can sustain growth as the initial AI infrastructure frenzy meets its "post-mortem" reality check.Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @nerdbull1669, @JC888 and @xc__ ：1. nerbull1669

"When nobody picks up the phone, that's when you buy."On May 2, 2026 (local time), Berkshire Hathaway $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ held its 2026 Annual Shareholders' Meeting in Omaha — the hometown of the "Oracle of Omaha." This marked the first time in Warren Buffett's 60-year reign that he stepped back from the spotlight, with new CEO Greg Abel taking center stage for his first public "stress test."The 95-year-old Buffett sat in the front row, speaking occasionally and giving a sideline interview to CNBC. The meeting lasted roughly 4.5 hours — shorter than the usual 5-6 hour marathons of the past. Here are the 10 must-read highlights and investment insights compiled for Tige