To The Moon

The AI chip market may be entering a new phase. For years, the AI infrastructure boom has been synonymous with GPUs, with $NVIDIA(NVDA)$ at the center of the buildout. But as hyperscalers increasingly develop chips optimized for their own AI workloads, custom accelerators are becoming a larger part of the semiconductor equation. According to $JPMorgan Chase(JPM)$'s Fall 2026 U.S. Semiconductor & Semiconductor Equipment Industry Update, ASICs and XPUs are expected to account for 54% of AI accelerator unit shipments in 2027, up from about 41% in 2026, before reaching 55% in 2028. $JPMorgan Chase(JPM)$ also estimates

Hey Tigers 🐯! The AI investment story has largely centered on GPUs and semiconductor leaders. But as AI models and workloads continue to expand, Wall Street is increasingly looking further down the infrastructure chain — toward the companies providing the power and physical capacity needed to run them. That is the thesis behind $Wells Fargo(WFC)$'s latest initiation of coverage on $APPLIED DIGITAL CORP(APLD)$. On September 17, 2026, $Wells Fargo(WFC)$ initiated coverage of $APPLIED DIGITAL CORP(APLD)$ with an Overweight rating —

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Closing out the session, Matt argued that a company's AI leadership history predicts its implementation style — then opened the floor to audience questions on Xero, model diversification, and skills for the next generation of finance professionals. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Wa

1. Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt walked through three real-world case studies — Xero, Oracle and CBA — to show how AI strategy can succeed or unravel in practice, and what each situation should teach investors watching from the outside. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the livestream recap?

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. In this segment, Matt turned to the two questions he sees separating real AI-driven value from hype: how clean is the underlying data, and what should investors actually be looking for when they assess a company's AI strategy. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt is a Chartered Accountant (CA ANZ) with 15+ years of senior finance leadership experience across the UK and Australia, including as former CFO of Australian tech company Fliteboard through its international expansion, capital raising and ~$89M strategic sale. He's the creator of The Company Coach's "AI-Native Finance Function" concept. This session opened Matt's outlook on how AI is reshaping finance and business, starting with a historical lens on technology-driven change and where AI

Hey Tigers🐯! $Morgan Stanley Bitcoin Trust ETP(MSBT)$’s Bitcoin holdings have surpassed 7,800 BTC after three consecutive days of reported accumulation. But the bigger story may be investor demand for $Morgan Stanley(MS)$’s crypto wrapper — not a proprietary Bitcoin bet. According to on-chain data tracked by Arkham and reported on September 12, MSBT added approximately 203.45 BTC worth $15.81 million over three consecutive days, bringing its total holdings to 7,855 BTC, worth more than $600 million at the time of reporting. At first glance, that sounds like $Morgan Stanley(MS)$ is making a $600 million Bitcoin bet. But

1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. After discussing debt, Federal Reserve policy and rising market dispersion, the session concluded by translating those themes into three ideas for further research. The presentation does not frame th

1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. The first stage of the AI rally was extraordinarily concentrated. A relatively small number of mega-cap technology stocks captured much of the investment, earnings growth and stock-market attention.

1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. The first part of the discussion tackled one of the biggest macro questions facing investors: How can the U.S. continue carrying such a large and growing debt load without immediately destabilising i