To The Moon

$Alphabet(GOOG)$ and $PayPal(PYPL)$ just got the bull case reloaded. $CrowdStrike Holdings, Inc.(CRWD)$ and $Palantir Technologies Inc.(PLTR)$ just got downgraded. Four calls, two very different views of where money is heading next. On one side: Alphabet, where massive AI spending is finally translating into stronger Cloud growth and a $514B backlog. On the other: CrowdStrike and Palantir, two AI winners still delivering strong growth but trading at valuations that leave much less room for disappointment. PayPal sits somewhere else entirely — its near-term t

Long bonds got hammered on Monday — and by the time most of us checked the screens, the 30-year Treasury yield had already blown past a level it hasn't touched since 2007. But this isn't a one-headline story. It's oil, the Fed, foreign demand, and a wave of AI-linked corporate debt all colliding at once. 🐯 Hey Tigers, Let's Talk About the 30-Year 📈 The 30-year Treasury yield rose more than 4 basis points to 5.311% on Monday — its highest level since June 2007. The moves weren't limited to the long end: 🔴 The full curve, Monday's close: 30-year — 5.311% (19-year high) 10-year — 4.724% (up 2+ bps; the benchmark for mortgages, auto loans, credit cards) 2-year — 4.182% (up 1+ bp; tracks near-term Fed expectations) Why it matters: When long yields rise faster than short ones, it's called a "bea

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 From crypto to precious metals to U.S. indices, markets are coiling at critical technical levels this week. $Bitcoin(BTC.USD.CC)$ is pinned between $57,800 and $67,000 after six weeks of stalled rebound, $Gold.com(GOLD)$ has ripped $300 higher on a violent short squeeze, and the post-payrolls landscape is keeping equity sentiment constructive but range-bound as traders await the next catalyst. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @程俊Dream,

📌 Weekly Wrap In Summary 🐯 Key Takeaways 📈 S&P 500 posts third consecutive weekly gain, breaches 7,800 for the first time. Earnings beats + cooling rate-hike expectations provide dual support. 🏦 $JPMorgan Chase(JPM)$ market cap nears $1 trillion, Wells Fargo raises target to $390, on track to become the world's first trillion-dollar bank. Sector rotation accelerates: Energy re-enters top 5 (+7.57%), tech cedes ground — bull market enters broadening phase. Consumer data is the biggest concern — July retail sales -0.6% MoM, consumer sentiment reverses. 💰 Tepper adds "Magnificent 7", trims memory stocks in Q2, but re-bought on the dip — top funds still bullish on AI. 🔭 Next week's focus: Jackson Hole Powell speech (8/21) is the key

🎲The Hook: Why Operating Margin Is the Only Number That Matters Right Now You’ve seen the YTD returns. $NVIDIA(NVDA)$ +60%, $Advanced Micro Devices(AMD)$ +131%, $ARM Holdings(ARM)$ +144%, $Micron Technology(MU)$ ripping on every $HBM headline. The AI semiconductor trade has been the single most powerful theme in equities for two years running. But here’s what most retail investors miss: revenue growth tells you the story; operating margin tells you the business. A chip company can double revenue and still lose money if its cost structure is wrong. A company with

🐯 Hi Tigers! Is this the moment U.S. drone “reshoring” finally becomes a real trade? Which drone stock wins from U.S. reshoring? Stay to the end and make your call for Tiger Coins! The U.S. has announced tariffs of up to 100% on certain imported drones and key components, while also pushing more drone manufacturing back onshore. On the surface, this is about making imports more expensive. But the bigger trade is clear: Washington wants to move the drone supply chain back to the U.S. 🚁 What Does the 100% Tariff Actually Cover? Not every imported drone is facing a 100% tariff. 100%: Certain larger or sensitive drones and key components25%: Some smaller drones and other parts10%–15%: Lower rates for certain allied countries At the same time, the U.S. is preparing a new Onshoring Program to en

Reddit dropped a bombshell after the US market closed Thursday — and by the time most of us woke up, the stock had already popped 11%. But the real story isn't Reddit — it's what index inclusion says about how the whole market works, and why the "boring" S&P 500 ETF in your portfolio might be doing more for you than any stock pick ever will. [Miser] Hey Tigers, Let's Talk About the $Reddit(RDDT)$ Pop $Reddit(RDDT)$ is joining the S&P 500. S&P Dow Jones Indices confirmed the change will take effect before trading opens on August 18, 2026, and the stock jumped over 10% in after-hours trading within minutes of the announcement Thursday evening US time. Reddit is st

🐯Hi Tigers, 2026 is a U.S. midterm election year — all 435 House seats and 35 Senate seats are up for grabs on November 3rd. And heading into it, Trump's numbers aren't pretty: recent polling puts his approval in the low-to-mid 30s, with disapproval running as high as 57-60%, among the weakest pre-midterm standing of any president in the modern polling era. Voters are largely citing inflation and cost-of-living pressure as the top complaint, and Republicans are bracing for a rough November. There's a quiet irony in this week's news cycle. On the same days that Washington's most visible communicator is packing up her desk, $Apple(AAPL)$ is hiring someone to do exactly her job — just for a company instead of a country. 🎁Stick around

  Jensen Huang just got Wall Street's biggest six to say "yes." But is this a masterstroke of capital engineering — or a circular financing loop waiting to unwind?   🐯 Hey Tigers, Let's Talk About the $500B Elephant in the Room   Good morning, market watchers! 🌅 If you've been anywhere near financial media this week, you've seen the headline: $NVIDIA(NVDA)$ just assembled the Avengers of Wall Street to unlock $500 billion for AI infrastructure.   On August 10, Nvidia announced strategic partnerships with $Apollo Global Management LLC(APO)$, $BlackRock(BLK)$,

Hi Tigers 🐯, $SpaceX(SPCX)$ just quietly dropped a product that has nothing to do with rockets — and the stock is already telling us something. $SpaceX(SPCX)$ pulled back Tuesday, giving back some of its recent rebound even as it briefly touched above $139 intraday — a cooling-off after the stock had rallied hard off its August 3 low of $104.83 and briefly reclaimed its $135 IPO price. The catalyst behind the whole move wasn't a rocket launch — it was the debut of Grok Bot, an enterprise AI agent product from SpaceX's AI division, landing right in the middle of its still-pending $60 billion acquisition of Cursor. That raises an obvious question: Is the market actually buyin