L Tiger

AMD ($AMD): The AI chip race is getting bigger. 👀

AMD continues to expand beyond traditional CPUs, with Data Center revenue reaching $5.8B in Q1 2026, up 57% YoY. The company is scaling its Instinct AI accelerators while expanding partnerships with major cloud and AI companies.

More recently, AMD’s CFO said the company’s addressable market could reach around $2T by 2030, driven by AI demand across CPUs and GPUs. AMD also expects its CPU business to grow more than 80% in the second half of 2026.

Strong AI growth potential, but competition, valuation and the sustainability of AI infrastructure spending remain key factors to watch.

#AMD #AdvancedMicroDevices #AI #Semiconductors #DataCenter #Stocks #Investing
$AMDB

Alibaba ($BABA): AI could become the next growth engine. 👀

Alibaba remains one of China’s largest technology platforms, spanning e-commerce, cloud computing and AI. Its Alibaba Cloud business is becoming increasingly important as demand for AI infrastructure and cloud services grows.

The market is now watching whether Alibaba can turn heavy AI investment into sustainable cloud growth and stronger profitability. At the same time, its ADR has recently traded well below its 52-week high, showing that investor sentiment remains volatile.

Strong AI and cloud potential, but competition, spending and China-related risks remain key factors to watch.

#BABA #Alibaba #AlibabaCloud #AI #ChinaStocks #Stocks #Investing
$BABAB

Seagate ($STX): AI needs storage too. 👀

Seagate reported $3.6B in fiscal Q4 2026 revenue, with gross margin reaching 52.3%. The company continues to benefit from strong demand for high-capacity storage from cloud and data-center customers.

The bigger story is AI infrastructure. AI models are generating enormous amounts of data, increasing demand for high-capacity HDDs. Seagate is also advancing its HAMR technology, with its next-generation platform targeting even higher storage densities.

The opportunity is clear, but STX remains exposed to cyclical storage demand, hyperscaler spending and high market expectations.

AI needs computing power — but it also needs somewhere to store all that data.

#STX #Seagate #AI #DataCenter #Storage #Semiconductors #Stocks #Investing
$STXB

$WDCB Western Digital ($WDC): AI is creating a storage boom. 👀

Western Digital is increasingly benefiting from the rapid expansion of AI data centers, where massive amounts of data need to be stored. Its fiscal Q3 2026 revenue reached $3.34B, up 46% YoY, while net income jumped sharply year over year.

The company’s HDD business is benefiting from strong hyperscaler and cloud demand, making storage an important part of the AI infrastructure cycle. Recent market action has also shown strong interest in storage-related stocks, including WDC, Seagate and SanDisk.

However, WDC has already experienced a huge run and remains well below its $799.87 52-week high, highlighting how volatile the stock can be.

Strong AI-driven demand, but valuation and the cyclical nature of the storage industry remain key risks to watch.

#WDC #WesternDigital #AI #DataCenter #Storage #Stocks #Investing

$QQQB QQQ ($QQQ): The AI and tech heavyweight ETF. 👀

QQQ tracks the Nasdaq-100, giving investors exposure to 100 of the largest non-financial companies listed on Nasdaq. Its major holdings include some of the biggest names in AI, semiconductors, cloud computing and technology.

QQQ has benefited from the continued AI investment cycle. Its NAV gained 27.68% in Q2 2026, significantly outperforming the S&P 500 during the same period.

The key question now is whether strong AI growth can continue to justify elevated expectations. AI spending, interest rates and mega-cap concentration remain the main factors to watch.

Strong exposure to the technology growth story, but expectations are high.

#QQQ #Nasdaq100 #AI #Technology #ETF #Stocks #Investing

$SPYB SPY ($SPY): The market’s biggest benchmark is still holding strong. 👀

SPY tracks the S&P 500, giving investors exposure to 500 leading U.S. companies. As of September 3, SPY was around $773, with assets under management exceeding $817B.

Technology remains the largest sector at 37.8%, with Nvidia, Apple, Microsoft, Amazon and Alphabet among the biggest holdings. That gives SPY significant exposure to the ongoing AI and mega-cap technology trend.

The key risk is valuation and market concentration. After a strong 2026 run, September could bring more volatility, especially around inflation, interest rates and upcoming Fed decisions.

Broad diversification remains SPY’s strength, but market expectations are already high.

$BNB

BNB ($BNB ): More Than Just an Exchange Token. 👀

BNB is showing renewed momentum in September, with the token recently trading around $770 and gaining roughly 11.7% over the past 7 days. Its market cap is now above $100B, making BNB one of the largest crypto assets by market value.

The bigger story is the BNB Chain ecosystem. AI agents, payments, tokenized real-world assets and higher network capacity are becoming major areas of development, while BNB remains the core asset of the ecosystem.

Strong ecosystem growth, but after a sharp move higher, volatility and valuation are still worth watching.

#BNB #BNBChain #Binance #Crypto #Web3 #AI #DeFi #Investing

$CRWDB CrowdStrike ($CRWD): Cybersecurity demand keeps growing. 👀

CrowdStrike reported $1.47B in Q2 FY2027 revenue, up 26% YoY, while ARR reached $5.84B, up 25%. Net new ARR also hit a record $333M, showing continued demand for its Falcon cybersecurity platform.

As AI, cloud computing and connected systems expand, cybersecurity is becoming increasingly important. CrowdStrike is also raising its FY2027 net new ARR growth outlook to 34%.

Strong growth and AI exposure, but valuation and competition remain key factors to watch.

#CRWD #CrowdStrike #Cybersecurity #AI #Stocks

Tesla ($TSLA): The Cybercab moment is here. 👀

Tesla delivered a record 480,126 vehicles in Q2 2026, while revenue reached $28.2B, up 26% YoY. But profitability remains under pressure, with operating margin falling to just 1.4% and free cash flow turning negative.

Now the spotlight is shifting from EVs to autonomy and AI. Tesla is unveiling its purpose-built Cybercab robotaxi, making the scale and practicality of autonomous deployment the key things to watch.

Strong growth story, but Tesla’s next chapter depends heavily on turning AI and robotaxis into real business.

#TSLA #Tesla #Cybercab #Robotaxi #AI #Stocks #Investing
$TSLAB

Amazon ($AMZN): AI spending is getting serious. 👀

Amazon’s Q2 2026 revenue reached $200.6B, up 20% YoY, while AWS grew 37% to $42.2B, its fastest growth in 18 quarters. AWS operating income also jumped 64% to $16.6B.

The bigger story is AI infrastructure. Amazon plans roughly $220B in 2026 capital spending, while trailing-12-month free cash flow turned negative at $7.6B due largely to AI investment. Advertising also remains strong, growing 26% YoY.

Strong AWS growth, but the scale of AI spending and cash-flow pressure are key things to watch.

#AMZN #Amazon #AWS #AI #Stocks #Investing

$AMZNB

Goldman Sachs ($GS): A closer look at Wall Street. 👀

Goldman Sachs reported $20.34B in Q2 2026 net revenue and $6.63B in net earnings, with annualized ROE reaching 23.5%.

Its strength remains in investment banking, global markets, and asset & wealth management. The main factors to watch are market activity, deal volumes and the broader economic environment.

Strong financial performance, but market conditions still matter.

#GS #GoldmanSachs #Stocks #Investing #Finance
$GSB

Dell ($DELL): More than just PCs. 👀

Dell is becoming an important player in the AI infrastructure market. Its AI-optimized server revenue reached $16.1B in Q1 FY2027, up 757% year over year, while the company expects around $60B in AI server revenue for the full fiscal year.

The opportunity is huge, but supply constraints, rising component costs and the sustainability of AI spending remain important factors to watch.

AI infrastructure is driving a major transformation at Dell.

#DELL #Dell #AI #Stocks #Investing
$DELLB

IBM ($IBM): A different kind of AI story. 👀

IBM is positioning itself around AI, hybrid cloud and enterprise software, rather than competing directly in the AI-chip race.

Q2 2026 revenue reached $17.2B, with Software revenue growing 5% and Red Hat growing 11%. IBM also raised its full-year constant-currency revenue growth outlook to 4%–5%.

At the same time, Infrastructure revenue declined 7%, showing that IBM’s transformation is still a work in progress.

AI opportunity, stable cash flow, but execution remains important.

#IBM #AI #Cloud #Stocks #Investing

$IBMB

Netflix ($NFLX): What’s next? 👀

Netflix continues to focus on long-term revenue growth through subscriptions, advertising, live events and global content.

Its advertising business still has significant room to grow, while Netflix says long-term ad revenue will depend on member growth, ad fill rates and CPMs.

The key question is whether Netflix can keep growing revenue while maintaining strong margins.

A mature streaming giant, but still evolving.

#NFLX #Netflix #Stocks #Investing #Streaming
$NFLXB

Circle ($CRCL): What’s happening now? 👀

Circle continues to expand beyond USDC, with stablecoin adoption, payments infrastructure and its Arc blockchain becoming key parts of the story.

USDC circulation reached $73.3B, while on-chain transaction volume grew 151% YoY in Q2. Circle is also preparing Arc for its public mainnet launch in September.

The key question now is whether this growing ecosystem can translate into stronger and more diversified revenue.

CRCL is definitely a stock worth watching.

#CRCL #Circle #USDC #Crypto #Stocks
$CRCLB

Nokia ($NOK) is becoming an interesting AI infrastructure story. 👀

Nokia is benefiting from growing demand for AI and cloud networking. In Q2 2026, AI & Cloud revenue more than doubled year over year, while new AI and cloud orders reached €2.8B.

At the same time, Nokia still faces competition, execution risks and the cyclical nature of the telecom industry.

AI networking creates new opportunities, but execution will be key.

#NOK #Nokia #AI #Stocks #Investing
$NOKB

Google ($GOOGL) is becoming a major AI and cloud story. 👀

Alphabet reported Q2 revenue of $119.8B, up 24%, while Google Cloud revenue surged 82% to $24.8B, driven by AI infrastructure and enterprise demand.

The main thing to watch is AI spending. Alphabet is investing heavily in infrastructure, so future growth needs to justify the rising costs.

Strong AI momentum, but spending and execution remain key.

#GOOGL #Google #AI #Stocks #Investing
$GOOGLB

Meta ($META) is becoming a major AI investment story. 👀

Meta reported Q2 revenue of $60.8B, up 28% year over year, while its Family of Apps reached 3.6B daily active people. AI is also improving ad performance across its platforms. (investor.atmeta.com)

The main concern is the cost of this AI expansion. Meta expects 2026 capital spending of $130B–$145B, putting more pressure on cash flow.

Strong core business, huge AI ambitions, but spending and execution are worth watching.

#META #Meta #AI #Stocks #Investing

$METAB

Coinbase ($COIN) is becoming more than just a crypto exchange. 👀

Q2 2026 showed record 10.3% crypto trading market share, while subscription and services revenue reached $555M. Coinbase is also expanding into stablecoins, derivatives and prediction markets.

However, Q2 revenue fell 19% year over year and the company reported a $359M net loss, showing how sensitive the business remains to crypto market conditions.

Strong diversification, but crypto cycles still matter.

#COIN #Coinbase #Crypto #Stocks #Investing
$COINB

Intel ($INTC) is an interesting semiconductor stock to watch. 👀

Intel’s Q2 2026 revenue reached $16.1B, up 25% year over year, while Data Center & AI revenue increased 59%.

The company is also investing heavily in advanced manufacturing and AI infrastructure. However, execution, capital spending and competition remain key factors to watch.

A company in transition, with both opportunities and risks.

#INTC #Intel #AI #Semiconductors #Investing
$INTCB