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01:03
INVST Acquires McMillan: Two Teams. One Standard. One Mission.
$SMP$ By Lawrence G. McMillan We’re excited to announce that INVST has acquired McMillan, bringing together two firms built on a shared belief in disciplined investing, deep expertise, and putting clients first. Founded by Larry McMillan, McMillan has spent decades at the forefront of options strategy, investment research, and risk management. Larry’s Options as a Strategic Investment has sold more than 300,000 copies, and the McMillan team has built its reputation around a repeatable, rules-based approach to managing risk and opportunity. Now, that expertise becomes an integrated part of the INVST investment team. For INVST clients, this means greater access to sophisticated options and risk-management strategies, additional resources for ad
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10:22
SGX Daily Top Movers (28-8-2026): D05, O39, Z74, U11, C38U, BS6, J36, S63, S68 & C6L lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $UOB(U11.SI)$ $CapLand IntCom T(C38U.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $JMH USD(J36.SI)$ $ST Engineering(S63.SI)$ $SGX(S68.SI)$ $SIA(C6L.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $YZJ Shipbldg SGD(BS6.SI)$ 3.Stocks/ET
TOP苏36: Singapore Market: Where the Real Momentum Lies Singapore trading remains dominated by blue-chip names such as DBS, OCBC, UOB and Singtel, reflecting continued demand for defensive, high-quality assets. However, the real standout is Yangzijiang Shipbuilding (BS6.SI), the only stock on the list hitting a 52-week high. Its strong order book and improving earnings provide a solid fundamental backdrop for the rally. At the same time, unusual volume in Micro-Mechanics, CATL, Baidu and Keppel Infrastructure suggests investors are rotating into selected growth opportunities. The surge in leveraged warrants on Nvidia, Micron and SMIC also shows strong appetite for AI and semiconductor exposure. My takeaway: momentum is strongest where fundamentals, industry trends and capital flows converge. @SGX_Stars [胜利]
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10:20
U.S. Market Rally Ignited by Nvidia's Blockbuster Q2 Earnings: Macro Risk, AI Growth Trends, and Rate Outlook
On August 27, 2026, major U.S. stock indices experienced a powerful bullish session driven by semiconductor mega-caps and enterprise software giants. The tech-heavy $NASDAQ(.IXIC)$ Nasdaq Composite led the surge, advancing 1.57% (+411.16 points) to close at 26,541.35, while the benchmark $S&P 500(.SPX)$ S&P 500 climbed 0.72% (+55.29 points) to finish at 7,730.99. The Dow Jones Industrial Average added 0.20% (+105.56 points) to reach 53,569.44, and the small-cap Russell 2000 gained 0.28% to close at 3,014.34. 1. U.S. Major Stock Indexes Performance (August 27, 2026) U.S. equity markets opened with significant upside momentum on August 27, 2026, driven by an overwhelming wave of institutional buyin
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09:51
New HSI warrants to trade the broad Hong Kong market
See how the warrants move alongside the $Hang Seng Index - Sep 2026(HSI2609)$ ✳Call $HSI 27200MBeCW261029(WGHW.SI)$ : https://warrants.com.sg/tools/livematrix/WGHW ✴Put $HSI 23000MBePW261029(JTDW.SI)$ : https://warrants.com.sg/tools/livematrix/JTDW
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44 minutes ago
NVDA and MRVL: Two Strong Earnings Reports, Two Completely Different Scripts
Wednesday's $NVIDIA(NVDA)$ and Thursday's $Marvell Technology(MRVL)$ : Two Strong Earnings Reports, Two Completely Different Scripts $MRVL Marvell plunged after hours, immediately erasing the gains of the past few days. After reviewing $NVDA NVIDIA's and Marvell's earnings back-to-back, my biggest takeaway is this: both delivered excellent results, yet the market applied two entirely different pricing frameworks. NVIDIA: sold off first, then rallied Marvell: strong numbers, stock got hammered Explaining this away as simple "buy the rumor, sell the news" feels insufficient. The real difference lies in how much the market had already priced in before the reports were released. First, let's look at
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11:16
AIPO ETF, to bet on power-hungry AI trend? Deep dive on what ETF is holding, by INVESTeaDI.
https://youtu.be/P2TPJWwgbvA AIPO focuses on US-listed companies generating a significant share of their revenue from AI and power infrastructure. It holds firms involved in decentralized energy, electric grid equipment, nuclear and battery technology, data center operations, engineering for energy and data projects, and AI computing hardware. The index uses a rules-based approach, screening eligible companies by revenue exposure, size, and liquidity. It applies a tiered weighting system, allocating half its weight to power generation and grid equipment, with the rest split among construction, utilities, and AI hardware and data centers. Within each segment, holdings are weighted by free-float market cap, subject to caps. The fund uses a passive strategy, aiming to replicate the index by h
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08-27 17:39
Nvidia Can Push Its Own Prices Up. It Cannot Push Memory's Down.
Hello. US markets barely moved during Wednesday's session — $S&P 500(.SPX)$ fell 0.02 per cent and $Invesco QQQ(QQQ)$ rose 0.09 per cent, with everyone waiting on one set of results after the close. They arrived, and the numbers were better than anyone had expected. Record revenue of US$96.221 billion, up 106 per cent year on year, with data centre revenue up 117 per cent; consensus was about US$92.38 billion, so revenue came in about 4 per cent ahead, and adjusted earnings per share was US$2.22 against US$2.09 expected, about 6.22 per cent ahead. Guidance for the current quarter is about US$108 billion, and revenue in financial year 2028 is expected to grow about 70 per
TOPThe real takeaway from Nvidia's blowout quarter is not whether AI demand is strong — it clearly is. The bigger question is who captures the next dollar of AI spending. Nvidia's 106% revenue growth proves pricing power remains extraordinary, but falling gross margins toward 71 – 72% show that suppliers, especially memory makers, are taking a larger slice. I'm less worried about Nvidia becoming a "central bank of AI" than I'm about the ecosystem becoming increasingly dependent on Nvidia-backed financing and commitments. With receivables rising and payment periods stretching, cash-flow quality deserves closer attention. For me, the next trade may therefore be beyond NVDA: memory, networking and power infrastructure could capture more of the AI boom as Nvidia's margins normalize. @Marktomarket [微笑]
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10:53
Software Strikes Back: Salesforce and CrowdStrike Jump 20% as AI Turns Into a Revenue Engine
For months, investors treated AI as an existential threat to software companies. The latest earnings reports offered a different possibility: companies with proprietary enterprise data and deeply embedded workflows may be able to charge for AI instead of being replaced by it. Salesforce surged 22.6%, CrowdStrike climbed 20.5%, while the iShares Expanded Tech-Software Sector ETF gained roughly 7.6%. ServiceNow and Palo Alto Networks also joined the rebound. Salesforce: Agentforce is starting to generate real revenue Salesforce reported fiscal Q2 revenue of $11.35 billion, up 11% year over year, and raised its full-year revenue outlook to $46.1–46.4 billion. The AI numbers attracted even more attention: Agentforce and Data 360 ARR approached $3.9 billion, up 210%. Agentforce ARR exceeded $1.
TOPI think the biggest change in the software narrative is that AI is no longer automatically viewed as a threat. Salesforce and CrowdStrike are showing that companies with proprietary data and deeply embedded workflows can monetize AI and potentially increase the value of their platforms. Personally, I’m most interested in Salesforce & $ServiceNow(NOW)$ because their AI agents are being integrated into enterprise workflows, creating opportunities to charge for agents, tasks and usage instead of just user seats. Microsoft remains a strong contender, but the key is whether AI translates into higher contract values and recurring cash flow. For me, the next few quarters will be critical. I wouldn’t chase these stocks simply because they jumped after earnings; I want to see sustained AI adoption, improving margins and free cash flow. If those improve, quality SaaS companies could increasingly be viewed as AI beneficiaries rather than victims. @Tiger_comments @TigerClub @TigerStars
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10:31
INTC - Time to Invest again ?
On Mon, 10 Aug 2026 comeback kid $Intel(INTC)$ made the headlines again when it announced a $15 billion common stock offering to support skyrocketing customer AI demand. (see below) Even before US trading begins, early on Tue, 11 Aug 2026, the chip maker confirmed, it had priced the stock offering at $95 a share and upsized the offer by additional $5 billion to $20 billion. (see above) Here’s the thing - INTC’s $20 billion equity raise is more than a routine financing exercise: It is a calculated attempt to convert INTC’s powerful share-price recovery into the factory capacity needed to compete in AI infrastructure and 3rd-party chip manufacturing. The immediate sell-off reflects dilution anxiety, but the deeper question is whether the offering: S
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08-27 19:15
Weekly Valuation Watch：The US Equity Rally Faces a Test? Diverging Flows and Uneven M7 Valuations
This week sits at a key macro inflection point for US equities: the US is set to release important macro data including GDP and PCE, while the Jackson Hole Global Central Bank Symposium will be held over the weekend, where Fed Chair Kevin Warsh’s remarks could provide new guidance for rate expectations. Against this backdrop, Nvidia, a core name in the AI supply chain, will report earnings after the close on Wednesday; its results and guidance will directly test whether elevated capital expenditure can continue to translate into orders and profitability. The confluence of macro data, central bank commentary, and tech leadership earnings makes this week a critical checkpoint for whether the “AI narrative” can continue to support rich valuations. The core issue this week is not the direction
TOPFor Nvidia, I care less about revenue and more about whether free cash flow is actually keeping up with capex. If that slips, the valuation debate gets way tougher.
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09:33
$NVDA Leads the AI Rally While $COIN, $HOOD and $NBIS Reach Key Levels
Hey Tigers 👋 A lot is happening across the market right now, so here are the key levels and setups I’m watching most closely. 📊 🚀 $NVIDIA(NVDA)$ $NVDA delivered a strong earnings report and absolutely ripped higher. The stock is now up roughly 7.5%, which means I may not get the $190 buy zone I was waiting for. That’s okay. Price is now testing an important level, and my bearish smart-money zone remains in play. For bulls to make a serious push toward new all-time highs, I want to see this level swept and then held. That would give me much more confidence in a sustained breakout. 🔥 Respect to everyone who stayed long through this move. 🟢 $Coinbase Global, Inc.(COIN)$ $COIN is getting close to my short-ter
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07:22
AI Trade Playbook Through 2035 🤖📈
Whether you’re up $192, $1,920, or $193,000 like me, the playbook stays the same. These are the AI names with the strongest long-term setups right now: 🔥 $NVIDIA(NVDA)$ — The core compute play. AI models depend on its silicon, while demand for accelerated computing keeps compounding. ⚡ $Broadcom(AVGO)$ — Custom AI chips + networking. Hyperscalers need both to build increasingly massive AI clusters. ☁️ $Microsoft(MSFT)$ — Azure turns AI demand into recurring enterprise revenue, backed by a software distribution network few can match. 🏛️ $Palantir Technologies Inc.(PLTR)$ — The deployment layer, turning AI capabilities int
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07:25
$1.3T Just Got Pulled Forward
🔥 The most important number from tonight’s $NVIDIA(NVDA)$ earnings call wasn’t revenue. It was CapEx. CFO Colette Kress said top-five hyperscaler CapEx could hit nearly $800B in 2026 and $1.3T in 2027. That’s the key takeaway. The market had been looking for $1.3T in 2028. Nvidia just pulled that level forward to 2027. In other words, the AI infrastructure spending cycle isn’t slowing down. It’s accelerating. And that has a much broader read-through: 🔹 $Philadelphia Semiconductor Index(SOX)$ — the semiconductor complex 🔹 $Micron Technology(MU)$ — memory and HBM 🔹 $Lumentum(LITE)$ — optical connectivity 🔹
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07:21
NVDA Surges 8.7% After Earnings Beat as SPX Faces 7,729 Resistance
$NVIDIA(NVDA)$ rallied strongly. The earnings report beat expectations and pushed the price up +8.7%, driven by a morning move that left a consolidation/indecision for the afternoon. Interestingly, $Micron Technology(MU)$ closed slightly in the red at -0.3% and $Advanced Micro Devices(AMD)$ at -0.9%, failing to participate in the rally, while $Broadcom(AVGO)$ and $Texas Instruments(TXN)$ did so with +4.4% and +1.8% respectively. The $S&P 500(.SPX)$ gained traction, recovering its central weekly level while facing resistance at the month
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00:28
$10 Million Betting Against NVIDIA Post-Earnings
$NVIDIA(NVDA)$ With this earnings report, NVIDIA has cemented its status as the Federal Reserve of the AI world. Going forward, its earnings releases will be roughly equivalent to macroeconomic data releases. I haven't figured out the full implications yet, but one thing is clear: the nature of the company has changed. Wednesday's largest block trade combo was Sell Put 200 + Buy Call 220 + Sell Call 230. As today's opening showed — opening at 222, hitting 225 intraday — it was remarkably precise. Next week, there's no need to look at open interest data or GEX analysis. Just reference today's intraday block trade: the September 4-expiry 235 Put $NVDA 20260904 235.0 PUT$ — volume 9,1
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08-27 21:55
8/27 Pre-Market Thoughts: Top-Boundary Trading
One-sentence theme: NVIDIA beat earnings, breaking above 220 and challenging 225. But block trades are collectively betting on "gold / Hong Kong stocks / China ADRs topping out" ahead of Jackson Hole (betting on a hawkish Warsh and a dollar rebound). The tone: range-bound trading at key levels — don't chase highs; wait for Warsh to set the tone. I. Sentiment Focus NVIDIA Challenges 225 (Earnings Delivered) Post-earnings, the stock broke above 220, with revenue doubling YoY beating expectations, and next-year guidance calling for 70% revenue growth — strong execution. Key observation: Can it break 225? (GEX shows 225/230 is a super Call wall, a hard ceiling). If the breakout fails → consider Sell Calls (capture IV crush + cap upside). Block Trades Collectively Betting on "Top Formation" — H
TOPWarsh alone probably does not decide the medium-term trend here. I care more about price action and fund flows than one speech.
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08-27 21:22
$P Reclaims $109 After Q2 Beat and Major Hyperscaler Win 🔥
$Everpure(P)$ $Everpure(P) +5.92% Post-Earnings Surge: AI Storage Leader Reclaims $109, Eyes $119 All-Time High Latest Close Data 📊 P closed at $108.90 (+5.92%) on Aug 27, just 8.6% below its 52-week high of $119.10. Intraday range: $103.16–$109.62, closing near the high with strong buying momentum. Core Market Drivers 🔥 • Q2 FY2027 earnings crushed estimates: EPS $0.70 vs $0.58 consensus (+20.7%), revenue $1.186B vs $1.097B expected. • Signed second design & supply agreement with a top-5 hyperscaler, reinforcing AI storage leadership. • Morgan Stanley upgraded to Overweight with PT raised from $87 to $108. Technical Analysis 📈 Volume surged to 5.35M shares (1.76x ratio), confirming breakout conviction. MACD remains bullish with DIF at 10.61 and
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08-27 21:20
$ORCL +2.84% Reclaims $148 as OCI AI Demand Fuels Rebound
$Oracle(ORCL)$ $Oracle(ORCL) +2.84% Reclaims $148, AI Cloud Momentum Drives Breakout Toward $174 Resistance Latest Close Data ORCL closed at $148.87 on 2026-08-27, up +2.84% (+$4.11), with intraday range $146.82–$151.63. The stock sits 56.9% below its 52-week high of $345.72 and 30.0% above its 52-week low of $114.50. Core Market Drivers ORCL extended its rebound as AI infrastructure demand remained resilient, with hyperscaler capex narratives supporting cloud names. The stock's recovery from July's sub-$120 lows reflects renewed confidence in OCI growth and enterprise AI adoption, despite lingering concerns over AI ROI timelines. Technical Analysis Volume came in at 18.43M shares, showing modest participation. MACD remains constructive: DIF 1.211
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08-27 21:15
$MSFT +0.95% Nears $500 as AI Cloud Demand Keeps Momentum Alive
$Microsoft(MSFT)$ $Microsoft(MSFT) +0.95%: AI Cloud Momentum Holds, $500 Breakout Window Narrows to $487–$497 Latest Close Data Closed at $496.37 (+0.95%) on Aug 27, just 1.2% below the 52-week high of $553.72. After-hours session showed strength at $495.94. Core Market Drivers Bernstein sees MSFT AI upside with valuation still below historical levels, implying 30%+ upside. OpenAI launched Private Safety Processing—a Microsoft-backed enterprise AI trust feature—reinforcing Azure's security moat. Technical Analysis Volume was 20.76M shares, slightly above average. RSI(6) surged to 69.6, nearing overbought but still bullish; RSI(12) at 67.8 confirms strength. MACD remains negative at -5.47 (DIF 21.34 vs DEA 24.08), but DIF is converging toward DEA—e