Adz5150

Small retail investor. Big curiosity. Stocks, AI & semis. Full-time Tiger Trade tragic 🐯🚀

    • Adz5150Adz5150
      ·08-17 17:27

      🔥 The S&P 500 Is Near Record Highs. TWO Dates Have to Earn My Next Dollar.

      The S&P 500 closed Friday at 7,785.76 after touching a record 7,816.70 during the week. We are basically sitting on the roof of the market. And right now my feed seems split into two camps. 🐂 Camp one: Buy the breakout. Don’t overthink it. New highs lead to new highs. 🐻 Camp two: Take profit immediately. Stocks are expensive. A correction has to be coming. I’m doing neither. I’m already invested, so I’m not running for the exit. But I’m also not throwing fresh money at record highs just because the chart is green. The market still has to earn my next dollar. And for me, that comes down to two dates. 📅 August 19: FOMC Minutes 📅 August 26: NVIDIA Earnings One tests the price investors are willing to pay for growth. The other tests whether the growth itself is still strong enough to deser
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      🔥 The S&P 500 Is Near Record Highs. TWO Dates Have to Earn My Next Dollar.
    • Adz5150Adz5150
      ·08-17 13:29
      Great article, would you like to share it?

      Is this period the best ever for the market? Or is it a false positive?

      @PawsAndProfits
      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ With Trump pushing for a cut in capital gains tax, which on the surface it does benefit the wealthy the most. However, it does mean its more favorable than ever as a retail investor to invest in the US market. With all the optimism taken into account, please do take precaution. Do not chase the companies that have already ran up, set your profit taking margins and stop losses. Develop your own system and stick to it until it breaks, then evaluate and adjust it accordingly. Always remember, the market only reward investors who stay invested. By having strict rules and system, it ensures that you get to stay in the market on the long run, while st
      Is this period the best ever for the market? Or is it a false positive?
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    • Adz5150Adz5150
      ·08-17 13:29
      Great article, would you like to share it?

      🪙 Tech Lit Up: NFLX, ADBE, CRM, MU & INTC All Jumped — One Macro Tailwind, Five Different Catalysts

      @TigerObserver
      👋 Thursday was a strong day for tech. The $S&P 500(.SPX)$ rose 0.65% to a record 7,798.99, while the $NASDAQ(.IXIC)$ gained 0.81%. $Netflix(NFLX)$ jumped 5.43%, $Adobe(ADBE)$ 4.54%, $Salesforce.com(CRM)$ just over 4%, $Micron Technology(MU)$ 4.23%, and $Intel(INTC)$ 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto
      🪙 Tech Lit Up: NFLX, ADBE, CRM, MU & INTC All Jumped — One Macro Tailwind, Five Different Catalysts
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    • Adz5150Adz5150
      ·08-17 13:28
      Great article, would you like to share it?

      NEW RECORD FOR THE S&P 500 — BUT THE REAL STORY IS INFLATION

      @DoTrading
      The S&P 500 just hit another record high. And investors are celebrating. But the reason is more interesting than the headline. Inflation is cooling. The Fed is under less pressure to hike. And Wall Street is betting the economy can keep running hot. The question is: How long can this perfect setup last? ANOTHER RECORD FOR THE S&P 500 $S&P 500(.SPX)$ : +0.65% Nasdaq: +0.81% Dow Jones: +0.13% The S&P 500 recorded its 27th record close of the year. And this wasn't just a handful of stocks pushing the index higher. Most S&P 500 sectors finished in positive territory, with technology leading the charge. Chip stocks and software names were particularly strong. The summer rally is alive. $NVIDIA(
      NEW RECORD FOR THE S&P 500 — BUT THE REAL STORY IS INFLATION
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    • Adz5150Adz5150
      ·08-17 13:28
      Great article, would you like to share it?

      U.S. Stock Market Mid-August Review and Late-Summer Sector Outlook

      @nerdbull1669
      The U.S. stock market navigated a high-stakes, data-heavy week from August 10 through August 14, 2026. As investors digested a triple-header of macroeconomic catalysts—July’s Consumer Price Index (CPI), Producer Price Index (PPI), and Advance Retail Sales—Wall Street found itself balancing persistent inflation sticky spots with signs of a cooling consumer backdrop. With the S&P 500 (+0.36%), Morningstar US Total Market Index (+0.48%), and Dow Jones holding steady while high-valuation growth sectors experienced underlying volatility, market participants are actively recalibrating expectations for the Federal Reserve’s upcoming September FOMC meeting. $S&P 500(.SPX)$ $Dow Jones(.DJI)$
      U.S. Stock Market Mid-August Review and Late-Summer Sector Outlook
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    • Adz5150Adz5150
      ·08-16

      🧠 Smart Money Can’t Agree on AI. That Might Be the Biggest 13F Signal

      Everyone opens the latest 13F filings looking for the same thing: What did smart money buy? I think that misses the more interesting question. What if smart money itself cannot agree? 🤔 The latest Q2 2026 filings show exactly that. Across more than 6,000 institutional filings reviewed by Reuters, there was surprisingly little agreement about where the next big returns in technology will come from. Nearly 44% of institutions reduced exposure to the Magnificent Seven, while about 42% increased or initiated positions. That is almost a coin flip. For me, that might be more useful than any individual billionaire’s purchase. 🧠 Signal #1: The AI trade is splitting into different camps AI is no longer one trade. A year or two ago, the strategy could almost be simplified to: AI spending rises ➡️ ch
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      🧠 Smart Money Can’t Agree on AI. That Might Be the Biggest 13F Signal
    • Adz5150Adz5150
      ·08-08

      💰 Everyone Says “Buy the Dip.” I’m Still Holding Cash. Here’s Why.

      #[🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?] There is a strange assumption in markets that being bullish means you need to be fully invested. I don’t agree. I remain bullish on the long-term AI opportunity. I already have exposure through names including $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$, alongside broader positions such as $SPDR S&P 500 ETF Trust(SPY)$. But I am deliberately not fully invested yet. That is not because I think AI is dead. It is because I think keeping cash available is an investment decision too. 📉 A falling stock is not automatically a cheap stock This is the part I think gets lost during big corrections. When a stock drops 20%, 30% or even 40%, our brains immediately compare the new price with the old high. It looks cheap because it used t
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      💰 Everyone Says “Buy the Dip.” I’m Still Holding Cash. Here’s Why.
    • Adz5150Adz5150
      ·08-06

      📉 AMD Beat the Numbers but Lost the Narrative - What Must Happen Before I Add?

      $Advanced Micro Devices(AMD)$ As a small AMD shareholder, I am not panicking, not only for my small margin.. or after the post-earnings sell-off but I am also not treating every red candle as an automatic buying opportunity. AMD’s second quarter results were objectively strong. Revenue reached a record $11.54 billion, rising 50% year over year and 13% sequentially. Non-GAAP earnings came in at $1.66 per share, non-GAAP operating margin expanded to 27%, and Data Center revenue surged 107% to approximately $6.7 billion. Data Center alone represented 58% of AMD’s total quarterly revenue. AMD also guided for third-quarter revenue of approximately $13 billion, plus or minus $300 million, representing roughly 41% annual growth and another 13% sequential increase at the midpoint. Its expecte
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      📉 AMD Beat the Numbers but Lost the Narrative - What Must Happen Before I Add?
    • Adz5150Adz5150
      ·08-04
      I’m voting C) Industrials, with $Eaton Corp PLC(ETN)$ as my preferred name from the list. AI growth is not only about chips and cloud platforms , data centres also require enormous investment in power distribution, electrical equipment and infrastructure. Eaton’s strong backlog gives it better earnings visibility than many higher-beta AI names. The valuation may already reflect plenty of optimism, so I wouldn’t chase aggressively at an all-time high. However, if hyperscaler capex remains strong, I believe the “picks and shovels” side of AI still has room to run. My view is that the AI-capex rally continues, but with sharper pullbacks and greater separation between genuine earnings growth and hype.
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    • Adz5150Adz5150
      ·08-04

      🚀 Super Micro’s $60B Order Boom… Will It Become Revenue, Cash Flow, or an Execution Headache?

      $SUPER MICRO COMPUTER INC(SMCI)$   Super Micro Computer caught the market’s attention after releasing a preliminary fiscal fourth-quarter update featuring two extraordinary figures. The company estimated that gross margin would reach 15%–17%, dramatically above its previous guidance of 8.2%–8.4%. It also revealed that it received more than US$60 billion in new orders during the quarter, pushing backlog to record levels. However, expected revenue remained near the lower end of its US$11 billion–US$12.5 billion guidance range. Management also attributed the margin improvement primarily to a favourable customer and product mix. The market understandably celebrated the update. But I believe the most important question is no longer whether d
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      🚀 Super Micro’s $60B Order Boom… Will It Become Revenue, Cash Flow, or an Execution Headache?
     
     
     
     

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