Come and see, come and see! The second quarter financial report of U.S. stocks has kicked off. Which financial report do you think exceeded your expectations, and which financial report disappointed you?
🌟To be optimistic about software stocks right now, you have to separate the elite monopolies from the vulnerable ones. The software sector is navigating a major structural divergence. The only software companies that will thrive are those that actively control the infrastructure where AI is actually deployed. They don't just sell software, they operate the tollbooths that other enterprises must pay to access the digital economy. My top pick is $Microsoft(MSFT)$ . Their Azure cloud ecosystem is the primary launchpad for enterprise AI deployment. Every time a corporation runs an advanced model, queries a database or utilises OpenAI infrastructure, Microsoft extracts a high margin digital rent. Moreover the integration
$英伟达(NVDA)$ supply commitments exploded from $119B to $279B in a single quarter with memory procurement driving a lot of that increase. That’s the world’s largest AI chip buyer is effectively signaling this memory cycle could have far more duration than the market still expects.
🌟🌟🌟 $Marvell Technology(MRVL)$ vs $Affirm Holdings, Inc.(AFRM)$ which is a better stock to invest? While Affirm has just posted its most profitable quarter in corporate history, sending its stock soaring, my capital is firmly staying with Marvell. Backing Affirm means you are making a bet on the resilience of modern consumer's shopping habits. You believe that everyday shoppers will continue to use Buy Now Pay Later to finance their lifestyle habits. But backing Marvell? You are betting on the fundamental physics of global computing. Marvell design the ultra complex electro optics & custom ASICs required to link thousands of GPUs together into a single cohesive supercomputer. While consu
Intel will report its second-quarter 2026 earnings on Thursday, July 23rd after U.S. stocks bell. The market expects the company's Q2 revenue to be about $14.4 billion and earnings per share to be about $0.20-$0.22. Since the beginning of the year, Intel's share price has risen by more than 160%. This round of increase mainly comes from the recovery of server CPU demand, the increase of AI data center investment, and the market's expectation of 18A wafer foundry. Recent stock price retreat 30%, do you think Intel's rally can continue?$Intel (INTC) $
Seems Tiger broker stock bullish?$Tiger Brokers(TIGR)$ For a long-term investment (5–10 years), I think Tiger (TIGR) has potential, but it’s not a “sleep well at night” stock. I would consider TIGR a high-risk, high reward position. * ✅ Good as a small allocation (for example 2–5% of a diversified portfolio). * ❌ I would not make it my largest holding because of the regulatory uncertainty. If you already own TIGR, I’d be inclined to hold rather than sell at current depressed levels unless your investment thesis has changed.[Smile]
🌟To be optimistic about software stocks right now, you have to separate the elite monopolies from the vulnerable ones. The software sector is navigating a major structural divergence. The only software companies that will thrive are those that actively control the infrastructure where AI is actually deployed. They don't just sell software, they operate the tollbooths that other enterprises must pay to access the digital economy. My top pick is $Microsoft(MSFT)$ . Their Azure cloud ecosystem is the primary launchpad for enterprise AI deployment. Every time a corporation runs an advanced model, queries a database or utilises OpenAI infrastructure, Microsoft extracts a high margin digital rent. Moreover the integration
🌟🌟🌟 $Marvell Technology(MRVL)$ vs $Affirm Holdings, Inc.(AFRM)$ which is a better stock to invest? While Affirm has just posted its most profitable quarter in corporate history, sending its stock soaring, my capital is firmly staying with Marvell. Backing Affirm means you are making a bet on the resilience of modern consumer's shopping habits. You believe that everyday shoppers will continue to use Buy Now Pay Later to finance their lifestyle habits. But backing Marvell? You are betting on the fundamental physics of global computing. Marvell design the ultra complex electro optics & custom ASICs required to link thousands of GPUs together into a single cohesive supercomputer. While consu
$英伟达(NVDA)$ supply commitments exploded from $119B to $279B in a single quarter with memory procurement driving a lot of that increase. That’s the world’s largest AI chip buyer is effectively signaling this memory cycle could have far more duration than the market still expects.
Intel will report its second-quarter 2026 earnings on Thursday, July 23rd after U.S. stocks bell. The market expects the company's Q2 revenue to be about $14.4 billion and earnings per share to be about $0.20-$0.22. Since the beginning of the year, Intel's share price has risen by more than 160%. This round of increase mainly comes from the recovery of server CPU demand, the increase of AI data center investment, and the market's expectation of 18A wafer foundry. Recent stock price retreat 30%, do you think Intel's rally can continue?$Intel (INTC) $
Seems Tiger broker stock bullish?$Tiger Brokers(TIGR)$ For a long-term investment (5–10 years), I think Tiger (TIGR) has potential, but it’s not a “sleep well at night” stock. I would consider TIGR a high-risk, high reward position. * ✅ Good as a small allocation (for example 2–5% of a diversified portfolio). * ❌ I would not make it my largest holding because of the regulatory uncertainty. If you already own TIGR, I’d be inclined to hold rather than sell at current depressed levels unless your investment thesis has changed.[Smile]