🔍Sum up your week of trading in one sentence!
Hi,Tigers:
The market fell continuously this week💥
The precious metals market experienced a deep correction[Put]
💡What trades did you make this week?
Let’s break it down. These stories drove the markets.
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Waiting for the dip to DCA
🥰🥰🥰🌈🌈🌈💰💰💰
@Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger
Seems like the common denominator is capital expenditure, also the bigger companies wanting to dabble with AI face the issue of likely having too much orders that they cannot fulfill, or have to worry about the likely shortage of memory.
2026 seems like a year where investors don't just splash their cash, things are now proceeding with more caution [Thinking]
尽管如此,核心业务仍然健康。AWS增长24%,这是三年多来最快的速度,并继续产生营业利润的60%以上.对人工智能基础设施和内部芯片的大量投资正在拖累近期利润率,但它们巩固了亚马逊在云领域的长期领导地位。
这种反应凸显了华尔街立场的转变:人工智能支出现在必须带来可见的回报。在我看来,回调看起来更像是期望的重置而不是亚马逊长期论点的崩溃。
@Tiger_comments @TigerStars @TigerClub @Daily_Discussion
Following the latest quarterly reports released in late January and early February 2026, several high-cap AI infrastructure companies saw a significant "relief rally." Traders who bought the dip ahead of earnings reports for major hardware providers saw double-digit gains this week as guidance for the rest of 2026 exceeded analyst expectations.