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Weekly: Australian Market — ASX 200 flat as miners retreat, banks and energy provide support
1. Index Snapshot & Technical Position The $S&P/ASX 200(XJO.AU)$ dipped 0.11% and closed at 8,796.7, as weakness in iron ore miners and gold offset gains in the big-four banks, energy, and defensive names. The index held within a tight range, reflecting cautious sentiment ahead of key commodity price data. Sectors: Technology Hardware, Storage & Peripherals (+33.33%) led on idiosyncratic strength, while Apparel, Accessories & Luxury Goods (+9.51%), Oil & Gas Equipment & Services (+9.09%). Key observation: The ASX 200 enters the week on fickle footing. While July historically performs well, the market faces deteriorating earnings expectations outside resources, and commodity prices have weakened sharply. The index briefly
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07-19 23:26
Weekly: STI at All-Time Highs, How US Tech Earnings Week Moves Your SGX Portfolio？
Singapore Market — $Straits Times Index(STI.SI)$ Weekly edges up 0.73% to record as banks and tech SDRs extend rally $Straits Times Index(STI.SI)$ at All-Time Highs: Is It Too Late to Buy? US Tech Earnings Week: How It Moves Your SGX Portfolio？ The $Straits Times Index(STI.SI)$ gained 0.73% and closed at a fresh record high of 5,509.43, marking its sixth consecutive weekly advance. The index has now surged 18.58% YoY, with the three local banks and select China tech SDRs continuing to drive the rally. Sectors: Publishing (+50.00%), Aluminum (+45.24%), and Forest Products (+30.48%) dominated the leaderboard on idiosyncratic catalysts, though these thinly tra
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07-19 22:53
(Part 3 of 4) - News from the last week (20Jul2026)
News and my thoughts from the past week (20Jul2026) Meta is having a moment... again. Facebook, Instagram, and Messenger are glitching for users around the world, with desktop Facebook logins failing and Instagram throwing up “something went wrong” messages. The apps appear to be working for some people, so this isn’t a total blackout, just enough chaos to make everyone wonder whether they’ve been hacked. Nope. Meta is simply falling apart again. Source: The Independent / Writer: Ian The US is spending $50 billion on data center construction, exceeding the combined spending on airports, ports, and mass transit, per Bloomberg. "We replaced Salesforce with a vibe-coded CRM built for our own workflows. The custom system integrated our AI agents more effectively, worked better for the team, an
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07-19 22:54
(Part 4 of 4) My investing muse (20jul26) - of wars and AI
My Investing Muse (20Jul2026) Layoffs, closures and Delinquencies GOOGLE WORKERS ARE BRACING FOR LAYOFFS. 4,500 signed a petition demanding guaranteed severance and an end to performance quotas. 100+ rallied at HQ to deliver it to CEO Sundar Pichai. 4 in 10 tech workers now say they fear being laid off within a year. - X user Layoff Hedge "Millions of Americans want jobs but can't find them, and the number now exceeds the Great Financial Crisis," per Benzinga The total number of job cuts attributed to AI are 87,714 2026, per Challenger and Gray. This is 22% of all 2026 layoffs. - X user Unusual Whale "Midsize companies that employ millions of workers are now shedding jobs and relocating overseas to cut costs," per WSJ Summary of news (compiled by Gemini) The week starting July 13, 2026, sa
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07-19 23:10
$IBM(IBM)$
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07-19 23:15
$SanDisk Corp.(SNDK)$
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07-19 23:20
$SanDisk Corp.(SNDK)$
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07-18 18:21
$32 Billion Of SpaceX Stock Is Landing On EchoStar's Books.
There's a hedged pair I've been running for a while — long EchoStar (ECHO), short SpaceX (SPCX). Different playbook from the wheel and PMCC content I usually cover on this feed. Not a recurring premium strategy. Not an options structure. A defined-event trade with a specific catalyst, a specific spread, and a specific set of ways to break. Here's the walkthrough. Fair warning up front: this isn't a beginner trade, and the sizing and risk management matter more than the thesis. Read the risk section before deciding what to do with anything here. The Setup SpaceX started trading on Nasdaq on June 12, 2026 at a $135 IPO price. As of Friday's close, SPCX is at $123.99 — down about 8% from the IPO price and down roughly 15% just this past week as semis and speculative growth got hit hard across
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07-18 18:23
Is Big Tech Becoming the Market's Biggest Risk?
The indices fell... but the story is much bigger than one red session. Wall Street ended the week on a weaker note: Market recap: Dow Jones: -0.77% S&P 500: -1.01% Nasdaq: -1.40% Sectors At first glance, it looks like another risk-off day. But beneath the surface, investors are asking a much more important question: Has the market become too dependent on AI and Big Tech? AI Is Still Driving the Market… in Both Directions Once again, semiconductor stocks led the selloff. SOX The $Philadelphia Semiconductor Index(SOX)$ flirted with bear market territory, while disappointing reactions to Netflix earnings and the launch of Moonshot AI's Kimi K3 added fresh pressure to the technology sector. Yet few analysts believe the AI investment cycle is over.
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07-18 20:36
IBM's AI Traffic Jam: When the Picks and Shovels Delay the Gold Rush
Has AI's biggest spending boom just become software's biggest headache? Watching $IBM(IBM)$ suffer its worst one-day share price collapse since records began in 1968 was rather like watching a seasoned marathon runner trip over the finishing tape. Few expected perfection, but almost nobody expected a 25%-plus plunge that erased roughly US$67 billion in market value before the company had even reported quarterly earnings. Yet I think the market may be asking the wrong question. The debate isn't simply whether IBM's AI turnaround has failed. It's whether the AI investment cycle itself has temporarily turned against the very software companies expected to benefit from it. That sounds absurd until you consider IBM's explanation. Enterprise customers ha
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07-18 09:03
AI’s New Business Model: The Compute Landlord Era Begins
The AI race is entering a new phase. The biggest AI companies are no longer just competing to build better models. They are competing for something even more fundamental: Compute. And an unexpected trend is emerging: Some of the world’s largest technology companies are becoming landlords of AI infrastructure, renting computing capacity to the very companies challenging them in AI. 1. Meta and SpaceX Are Becoming Compute Landlords For months, investors questioned whether massive AI infrastructure spending would generate enough returns. $Meta Platforms, Inc.(META)$ ’s answer may be emerging: Don’t just consume compute. Own it—and monetize it. Meta is reportedly in discussions with Anthropic for a potential deal that could reach $10 b
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07-19 18:00
SGX Weekly Review | Singapore Market Rallies to Fresh Highs; OCBC, DBS Hit Record Peaks Within Week
Singapore’s stock market maintained its upward momentum this week. The STI rose 0.73% for the full week and hit an all-time intraday high of 5,561.42 points on July 15. The FTSE Singapore Index closed 0.6% higher over the week, also notching a record peak of 1,252.02 points on July 15. In terms of individual stocks, $OCBC Bank(O39.SI)$ rose over 4% this week, and $DBS(D05.SI)$ rose 2.14%, both hitting record highs during the week; $YZJ Shipbldg SGD(BS6.SI)$ rose 0.55% for the week. $SGX(S68.SI)$ fell 1.49% this week, and $ST Engineering(S63.SI)$ fell 4.84%. Market News
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07-19 20:23
AI Monetization Wave Set to Drive Hyperscaler Outperformance in Second Half of 2026
The artificial intelligence boom is transitioning from heavy infrastructure spending into a phase of tangible revenue generation and earnings acceleration. Hyperscalers are committing hundreds of billions to AI capital expenditures this year, creating the foundation for a significant monetization payoff in the coming quarters. This shift mirrors large-scale historical infrastructure builds, where early investments lead to productivity gains, broader product adoption, and expanding margins across cloud services, enterprise software, and AI-enabled applications. The upcoming earnings season is widely expected to validate these trends, potentially catalyzing stronger performance among leading technology stocks after a period of consolidation. Hyperscalers Major cloud and platform operators ar
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07-19 22:51
(Part 2 of 4) - Market outlook of S&P500 (20Jul2026)
Market Outlook of S&P500 (20Jul2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 just completed a crossover and is on a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.16, indicating that the market has more buying momentum than selling momentum. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above 200-day (MA200) moving average but just cut the 50-day (MA50) moving average. This pattern indicates a bullish shift in both the long term and a probable trend change in the short term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. E
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07-19 22:58
Hong Kong Market — HSI gains 1.6% as energy and banks lead, China Life slumps
$HSI(HSI)$ The Hang Seng Index gained 1.6% and closed at 24,562.24, driven by strength in energy majors and state-owned banks, offset by heavy selling in insurance and select tech names. The index held above the 24,000 level as Southbound funds rotated into commodity and financial plays. Sectors: Industrial Gases (+28.09%), Multi-Sector Holdings (+18.56%), and Real Estate Services (+10.33%) led the concept board on idiosyncratic strength. 10 Popular Stocks: $CATL(03750)$ +3.32% — The battery giant bounced back from last week's -13% plunge, with investors buying the dip after the stock fell to a one-month low near HK$587. UBS maintains a HK$820 target, citing the company's vertically integrated energy stor
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07-19 22:42
(Full Article) - Preview of the week (20Jul2026) - starts with Blackstone
Economic Preview: Key Data Releases (week of 20Jul2026) Several major data releases are due in the coming week, each offering insight into demand conditions, labour-market momentum, the housing sector, and the broader economic outlook. Crude oil inventories: Markets typically view this release as a gauge of consumption trends, particularly from the perspective of major oil companies. Initial jobless claims: The latest claims data will be released after a previous reading of 208,000. This remains one of the key labour-market indicators the Federal Reserve monitors when assessing upcoming interest-rate decisions. New home sales: June new home sales will be released following a previous reading of 580,000 units. The data will serve as an important barometer for the health of the real estate m
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07-19 22:50
🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study)
🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.
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07-19 22:46
🪙 IBIT ETF 101: A Beginner’s Guide to Understanding the iShares Bitcoin Trust and Learning About Cash-Secured Put Options
🪙 IBIT ETF 101: A Beginner’s Guide to Understanding the iShares Bitcoin Trust and Learning About Cash-Secured Put Options 📖 Introduction The world of investing continues to evolve, and one of the most talked-about developments in recent years has been the introduction of spot Bitcoin exchange-traded funds (ETFs). Among them, the iShares Bitcoin Trust (IBIT) has become one of the largest and most widely recognized products available to investors. Managed by BlackRock, IBIT allows investors to gain exposure to the price movements of Bitcoin without having to purchase or store the cryptocurrency directly. For many people, buying and holding Bitcoin can seem complicated. Investors may have concerns about digital wallets, private keys, online security, or choosing a cryptocurrency exchange. A s
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07-19 08:38
$NVDA Turns Short-Term Bearish, Re-Entry Zone Identified
$NVIDIA(NVDA)$ ⚡ Key Takeaway NVDA fell again today, eight days into a Buy and Hold position that remains positive but is under real pressure. The short-term stance has flipped to an outright Sell for the first time, with the probability of a full Bearish zone transition jumping to a genuinely elevated reading. The Risk Level itself, notably, has actually eased back a tier despite the price decline. A specific exit window and a lower re-entry point have both been identified. This is a market working through a real correction, but one where the structural risk data hasn't deteriorated as sharply as the price action suggests. ━━━ 1️⃣ What Is Happening Right Now 📌 ① Jul 16 Close → Jul 17 Close Parameter Jul 16, 2026 Jul 17, 2026 Change Close $207.4 (
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07-19 09:04
$SPCX: Rising Short Interest, Falling Shares, and a Divided Market
$SpaceX(SPCX)$ remains one of the market's most closely watched stocks—and one of its most polarizing. The stock has fallen roughly 45% from its June high, traded lower in nine of the last ten sessions, and recently slipped below its IPO price for the first time. At the same time, short sellers have continued to build positions, with reported short interest now approaching one-third of the company's public float, representing roughly $25 billion in bearish bets. Two Very Different Views The recent selloff has split investors into two camps. The bearish argument is centered on valuation. Even after the sharp decline, critics argue the company still trades at a rich multiple relative to revenue, suggesting much of its long-term growth is already ref
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