81
·
08:58
Meta’s Muse Is Creating Another AI Infrastructure Demand Signal
$Meta Platforms, Inc.(META)$ ’s Muse just launched, and demand is already putting pressure on capacity. Here’s the interesting part 👇 ☁️ Every Muse user gets access to a free cloud computer. Each instance reportedly runs with: 🧠 2 vCPUs → $Advanced Micro Devices(AMD)$ 💾 8GB RAM → $Micron Technology(MU)$ $SK hynix(SKHY)$ 💽 100GB SSD → $SanDisk Corp.(SNDK)$ Scale that across millions of users and the infrastructure requirements start adding up fast. And this is just one AI application. The AI race isn’t only about training bigger models anymore. Every successful AI agent or applica
67
·
08:56
Q4 Could Be Setting Up for a Major Move
I was quiet last week. I’ve been locked in. The setup I’m watching is simple: months of compression, multiple independent signals, and a potential volatility expansion in Q4. 📈 $SPDR S&P 500 ETF Trust(SPY)$ Zoom out. The daily chart has been grinding through months of chop, consolidation and fakeouts. If positioning gets too defensive, a volatility expansion could catch the sidelines off guard. ₿ $BTC Bitcoin has quietly held most of its gains since mid-August and is back above $85K. A clean breakout could become another major risk-on lever for markets. 🛢️ $Colgate-Palmolive(CL)$ Oil rejected $100 despite the current macro and geopolitical backdrop. If the market has already priced much of the conflict
161
·
08:43
$SPX Has a Gap Below, $IWM Is Oversold, $QQQ Has One Left Too
Last week, I laid out the bullish factors that could support a market bounce. $S&P 500(.SPX)$ On September 16, we highlighted oversold conditions in $S&P 500(.SPX)$ and the $Dow Jones(.DJI)$ , with a potential rebound developing for the following session. The weekly setup then started to confirm it: • The 7,610 gap was filled • Bollinger Bands pointed to stretched downside conditions • Oscillators supported the idea of a local bottom Monday’s rally validated that setup, although it also left another gap underneath. That brings 7,657 back into focus. Most gaps eventually get tested, so for me the question is timing rather than direction.
40
·
08:38
The US Economy Is Running Hot, The Fed Trade Just Got Harder
It’s worth analyzing today the macro updates we saw this week, then I’ll go into the charts and targets for this week. Four numbers dropped back to back and they were loud this week: Manufacturing PMI came in at 57.0 against an expectation of 53.6. Services PMI hit 58.7 against 55.8. Anything above 50 means expansion, so both sectors aren’t just growing, they blew past what economists modeled. That’s the first clue: the US economy is not slowing down. Implications for the stock market: Strong PMI data usually means strong corporate revenue ahead, so on the surface that’s bullish for equities. Then came Crude Oil $WTI Crude Oil - main 2611(CLmain)$ Inventories, up 2.969 million barrels when the market expected a drawdown of 0.700 million. That
21
·
06:01
$Hongkong Land (H78.SI) Consolidates Near 52-Week High: Deep Value at 0.58x P/B, Breakout Above $...
📊 Market Recap As of September 27, 2026, 'H78.SI' (Hongkong Land Holdings Ltd) closed at $8.57, up +0.35% from the previous close of $8.54. The stock traded within a narrow range of $8.45 to $8.60, reflecting a mild consolidation pattern. Current price sits just 2.9% below its 52-week high of $8.83 and approximately 49.6% above its 52-week low of $5.73, highlighting a strong medium-term recovery while short-term momentum remains capped near resistance. 🚀 Key Drivers Controlled Shareholding Structure: Jardine Matheson Holdings Limited maintains a dominant 55.21% stake, providing strong backing and limiting free-float volatility. Meanwhile, recent disclosure shows BlackRock reduced its position by 439,760 shares, while Vanguard and Geode Capital slightly increased holdings, indicating mixed
45
·
06:02
$G92.SI (G92) Momentum Coiling Near Key Pivot: Breakout Watch With Volume and RSI Signals
📊 Market Recap As of September 26, 2026, 'G92.SI' is consolidating near a critical technical juncture. While latest closing data remains limited in the provided feed, price behavior suggests a phase of contraction rather than distribution. The stock is holding above its immediate pivot zone, and the next expansion move is expected to be driven by volume confirmation. Market participants should watch whether the stock can reclaim its recent swing high and extend toward the next resistance cluster. 🚀 Key Drivers Macro Liquidity Context: Broader Asia-Pacific equity sentiment remains mixed, with regional indices showing selective strength. This environment favors range-trading strategies in small-cap and mid-cap technology names. Company-Specific Catalyst Watch: 'G92.SI' has no confirmed earni
107
·
09-26 18:22
Moderna: The $3 Billion Mirage
The scary number isn't the important one Moderna is supposedly caught between collapsing COVID revenues and a $3 billion cash-burning machine. That makes a wonderfully dramatic investment thesis. It is also slightly misleading. At $198.88, $Moderna, Inc.(MRNA)$ carries a market capitalisation of roughly $79.4 billion despite generating just $2.23 billion of trailing revenue. Investors are therefore paying approximately 35.6 times trailing sales for a company currently producing negative gross profit. That is an extraordinary multiple. But Moderna is increasingly being valued neither as a vaccine manufacturer nor as a conventional loss-making biotech. The market is assigning substantial value to something harder to measure: whether its mRNA platfor
TOPRolys: as true as that seems financially. I like the idea of health research getting lots of money,
321
·
09-26 21:32
Prediction markets indicating a rate hike again in October. Is this going to be the trend moving towards 2027?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $iShares 20+ Year Treasury Bond ETF(TLT)$ $S&P 500(.SPX)$ $VanEck Semiconductor ETF(SMH)$ $Technology Select Sector SPDR Fund(XLK)$ So various prediction markets have concluded that the fed will likely raise interest rate again on October 28, 2026. Is Warsh really playing catch up d/t the resilence to not increase rate by previous fed chairman, Jerome Powell? Or is the macro picture finally pressuring the fed to match up with it? A lot of questions, but no clear answers to th
168
·
06:01
$ThaiBev(Y92.SI) Edges Up +1.15% to S$0.44: Defensive Dividend Play Nears 52-Week High, S$0.48 Br...
📊 Market Recap As of September 27, 2026 (Singapore time), 'Y92.SI' (Thai Beverage) closed at S$0.44, up +1.15% from the previous close of S$0.435. The stock is hovering just 8.3% below its 52-week high of S$0.48, while trading 7.3% above its 52-week low of S$0.41. With a modest daily amplitude of 1.15% and a volume ratio of 0.28, price action suggests a low-volatility consolidation phase rather than an aggressive breakout.
131
·
05:30
Why Amova Asia Ex Japan Ex China ETF (A93) Is Surging
🌟🌟🌟The global supply chain is realigning before our eyes, shifting decisively away from standard markets and building the future right in the heart of non-China, non-Japan developing Asia. If you want to seize this historic, multi year paradigm, the $Amova Asia exJC S$(A93.SI)$ is the ultimate high octane vehicle to accelerate your wealth. This powerhouse ETF channels your capital directly into India, the roaring ASEAN tiger economies and the absolute semiconductor royalty of Taiwan and South Korea. The Core Fundamentals of A93 Is This A Good Investment? This ETF is highly tactical and aggressive. It acts as a pure growth engine by eliminating China's regulatory drag and Japan's mature economy. Because of its intens
800
·
08:53
🔥 40 Strongest-Moving Stocks This Week
Here’s the weekly momentum board for stocks with more than $100M in dollar volume, organized by industry group. 🚀 Aerospace & Defense$Redwire Corp.(RDW)$ 💰 Asset Management / Capital Markets$Strive(ASST)$ $CleanSpark, Inc.(CLSK)$ $MARA Holdings(MARA)$ $Riot Platforms(RIOT)$ 📡 Communication Equipment$Hewlett Packard Enterprise(HPE)$ $Lumentum(LITE)$ $Viavi Solutions(VIAV)$ 🖥️ Computer Hardware$IONQ Inc.(IONQ)$
2.15K
·
09-26 04:38
$CrowdStrike Holdings, Inc.(CRWD)$ — The Cybersecurity Dip Gets Interesting Cybersecurity has been one of the strongest themes in the market, but Friday brought a reminder that even leaders can get hit hard. $CRWD fell nearly 3% on September 25, while the broader market was pressured by elevated Treasury yields and oil prices.  What makes CrowdStrike interesting is the bigger trend rather than one day’s price action. Cyber threats aren’t going away. As companies add cloud infrastructure, AI systems and connected workloads, the amount of digital infrastructure that needs protection keeps expanding. The question for investors is whether cybersecurity spending can continue growing fast enough to justify premium valuations. Why I’m w
TOP@Kentzw what is the price you are looking at
2.12K
·
09-25 20:49
$BABA-W(09988)$ baba at least 300a
1.81K
·
09-25 21:36
$Micron Technology(MU)$ conviction + patience paid off
1.35K
·
09-25 21:59
$AMD 20261218 610.0 CALL$ GG am I cooked? Back to flippin' burgers. 😭😭😭$Advanced Micro Devices(AMD)$
2.18K
·
09-26 02:04
2.50K
·
09-26 05:40
$NVIDIA(NVDA)$
505
·
09-26 07:25
$Zscaler Inc.(ZS)$ will it break 215?
1.09K
·
09-26 08:04
$Palantir Technologies Inc.(PLTR)$ It is Great that I'm still holding this stock..can sit back and Relax
561
·
09-26 09:28
$iShares Bitcoin Trust(IBIT)$ $iShares Bitcoin Trust(IBIT) $ 1️⃣ Why am I making this trade now? Im deep underwater thus averaging down with dca and reduce my cost price 2️⃣ What’s my plan from here? I will continue to average down buying more stacking more while sell covered call as collateral. Hopefully can pass my break even