484
·
08-24 22:20
8/24 Pre-Market Thoughts: Alibaba
One-sentence theme: Alibaba's largest-ever HK$80 billion secondary offering drained liquidity from the Hong Kong market, triggering a sharp drop in Hong Kong stocks. U.S. equities are in a wait-and-see mode between Bessent's trillion-dollar buyback (which the market doubts) and Friday's Jackson Hole symposium. I. Sentiment Focus: Alibaba's Massive Capital Drain Bleeds Hong Kong Alibaba plans a HK$80 billion secondary offering at HK$112.7 per share — the largest-ever new share placement in Hong Kong history, aimed at solidifying its AI leadership position. This is the direct cause of today's Hong Kong market plunge: a placement = discounted new shares = dilution + supply shock. The placement price of HK$112.7 is below the current price → pulling the stock price directly toward HK$112.7, whi
736
·
08-24 20:32
Bitcoin Surges 23% in a Week — How Long Can This Rally Last?
Bitcoin jumped 22% last week, marking its biggest weekly gain in three years. At one point, Bitcoin surged as much as 9.4% in a single day, reaching around $77,000. Meanwhile, inflows into Bitcoin ETFs also reached their highest level in 10 months. The 13 U.S.-listed funds attracted a combined $1.92 billion in net inflows, the strongest weekly total since October last year. So why did Bitcoin rally so sharply this time? I think there are several key reasons. 1. The direct catalyst: U.S. Treasury bond buybacks The U.S. Treasury’s long-term bond buyback program helped push down long-term Treasury yields, directly improving sentiment across the cryptocurrency market. The rapid rise in Bitcoin also forced traders to close billions of dollars worth of short positions, creating additional buying
10.42K
·
08-24 22:11
Wall Street's Rating Storm: The Stocks That Got a Collective "Buy" Upgrade This Past Week
[Allin]Hi Tigers~ is your holding stocks being upgraded？ Over the past week (August 17–24), Wall Street analysts appeared to reach a quiet consensus: amid lingering macroeconomic uncertainty, capital is actively hunting for conviction. From tech titans to the AI semiconductor supply chain, from cloud software to telecom infrastructure, a wave of prominent firms issued dense clusters of rating upgrades and price-target hikes, injecting a fresh dose of optimism into the market. 1. $Apple(AAPL)$ : The Most Aggressive Bullish Signal If one stock captured the most explosive bullish signal of the week, the answer is undoubtedly Apple (AAPL). On August 17, Rothschild & Co Redburn upgraded Apple from "Neutral" to "Buy," simultaneously lifting its pric
TOP苏36: Yes — but I think the more interesting question is why Wall Street is upgrading them. The latest analyst moves suggest investors are no longer simply chasing "AI winners." They are looking for companies positioned to monetize the next stage of the cycle. Apple is the clearest example. Redburn upgraded AAPL to Buy and lifted its target from $260 to $400, betting on a stronger product cycle and AI-driven opportunities. Meanwhile, BMO's bullish coverage of NVDA, AMD, AVGO, MRVL and MU shows that AI spending is still spreading across the entire infrastructure stack — not just GPUs. For me, that is the key takeaway: the market is moving from "Who builds AI?" to "Who captures the profits?" Personally, I pay more attention to repeated upgrades, earnings growth and cash flow than any single price target. A rating upgrade can create momentum, but sustained earnings are what ultimately validates the story. @AI_FocusedTrader [财迷]
442
·
08-21
Does Oracle Still Have 76% Upside? 4 Key Takeaways from This Investment Sharing Session
4 Key Takeaways from Tiger Brokers’ Offline Investment Sharing Session Yesterday, I attended an offline investment sharing session hosted by Tiger Brokers. There was a lot of information, so I’ve summarized the four points that I believe are most relevant to everyday investors. 1. Oracle: The AI Rally May Be Expanding from Chips to Infrastructure One set of Oracle data presented at the event really caught my attention. As of May 2026, Oracle’s RPO (Remaining Performance Obligations) had reached US$638 billion. Put simply, this represents contracted revenue that has already been signed and is expected to be recognized over time. This figure has surpassed Amazon’s US$496 billion and Google’s US$520 billion, and is approaching Microsoft’s US$678 billion. Yet as of August 14, Oracle’s market c
629
·
08-24 20:08
$TENCENT(00700)$
450
·
08-24 21:15
$Coinbase Global, Inc.(COIN)$ coming back soon i think
531
·
08-24 21:03
XPeng Misses on Guidance and Losses Deepen – Is There Any Hope Left?
$XPeng Inc.(XPEV)$ Released Its 2026 Q2 Earnings This Afternoon; Overall Performance Was Mediocre, and U.S. Pre-Market Shares Dropped Nearly 4% After the Report. The results show that for the second quarter of 2026, revenue came in at RMB 19.74 billion, up 8% year-over-year and 51.5% quarter-over-quarter, missing the consensus estimate of RMB 20.2 billion. Gross margin was 20.7%, an increase of 3.4 percentage points from the same period last year and above the consensus estimate of 19.15%. On an adjusted basis, the comparable net loss was RMB -1.237 billion, far worse than the expected loss of RMB -0.767 billion. The profit shortfall was mainly due to a swing from gain to loss on a long-term investment, creating a paper loss of app
238
·
08-24 20:56
$AMGN Eyes $450 After a Strong Earnings Driven Rebound
$Amgen(AMGN)$ $AMGN +1.88% Momentum Builds: Amgen Nears 52-Week High, $457 Target in Sight Latest Close: $439.33 (+1.88%) on Aug 24, 2026 · Just 0.9% below the 52-week high of $443.20. After-hours price: $441.12. Core Market Drivers: Amgen continues to ride the post-earnings momentum from its Q2 beat (EPS $6.29 vs $5.62 est.) and raised full-year guidance. The company's strategic decision to terminate early-stage obesity drug AMG 513 and focus resources on Phase III MariTide has reinforced pipeline discipline. Short volume ratio at 15.25% suggests manageable bearish pressure. Technical Analysis: MACD remains firmly bullish with DIF at 17.03 vs DEA at 14.93 (histogram +4.19), confirming strong upward momentum. RSI(6) at 74.46 and RSI(12) at 73.96 i
326
·
08-24 02:53
🚨 NVIDIA’S $5.2 TRILLION TEST: CAN THE AI KING STILL SHOCK WALL STREET?
Part 2 And basically a continuation from my bother NVIDIA post earlier this year on my thoughts. NVIDIA reports fiscal Q2 earnings on Wednesday, August 26. Normally that sentence alone would be enough to get attention. But this time the setup is ridiculous. NVIDIA is sitting around a US$5.2 trillion market cap. The stock closed Friday at US$214.72. Wall Street is expecting roughly US$92 billion in quarterly revenue and around US$2.09 adjusted EPS. That would be another extraordinary quarter for a company that is already the largest public company on the planet. And that is exactly where the problem begins. For NVIDIA now, being excellent may no longer be enough. 📊 THE NUMBERS ARE ALREADY INSANE Last quarter, NVIDIA generated US$81.6 billion in revenue, up 85% year on year. Data Center
105
·
08-24 20:38
$GM Gains 2.07% as Consolidation Breakout Puts $89 in Sight
$General Motors(GM)$ $GM Surges +2.07% to $87.93: Legacy Automaker Breaks Consolidation, $89.19 Resistance in Sight 🚗⚡ Latest Close Data 📊 GM closed at $87.93 on Aug 24, 2026 (+2.07%), just 4.27% below its 52-week high of $91.85. Volume hit 5.27M shares with a 1.22 volume ratio, signaling accumulation. Core Market Drivers 📰 Detroit automakers remain focused on USMCA renegotiation risks, but GM's EV transition and Jefferies' July upgrade (Hold→Buy, PT $99) continue underpinning sentiment. The stock extended gains after breaking above its prior consolidation zone. Technical Analysis 🔍 MACD remains negative at -0.84, but DIF (-0.84) is converging toward DEA (1.52), suggesting bearish momentum fading. RSI(6) jumped to 62.55 from 51.58, while RSI(12) rea
219
·
08-24 20:33
$LVS Gains 2.31% as Macau and Singapore Recovery Bets Return
$Las Vegas Sands(LVS)$ $Las Vegas Sands(LVS) +2.31% Breakout Attempt: Casino Giant Reclaims $47, MACD Turns Bullish Latest Close: $47.03 (+2.31%) | Range $46.18–$47.08 | 52W High $70.45 | 52W Low $44.21 Core Drivers: LVS bounced off its 52-week low zone as Macau/Singapore recovery sentiment stabilized. Post-market strength (+$0.32 to $47.35) signals continued accumulation after July's post-earnings selloff, when Q2 EPS of $0.59 missed estimates and multiple banks cut targets. Technical Analysis: Volume came in at 3.29M shares (Volume Ratio 0.84), indicating moderate but not explosive participation. MACD just crossed bullish — DIF at -0.235 vs DEA -0.331, producing a positive histogram of +0.192, confirming short-term momentum shift. RSI(6) jumped t
328
·
08-24 20:04
$DXCM Sets Its Sights on $100 After Clearing Key Resistance
$DexCom(DXCM)$ $DexCom, Inc.(DXCM) +2.35% Hits 52-Week High at $92.56, Breakout Above $92.43 Resistance Activates $95–$100 Target Zone 🚀 Latest Close Data DXCM closed at $92.34 (+2.35%) on Aug 24, 2026, matching its 52-week high of $92.56 intraday. Price now sits just 0.24% below that high, with after-hours action pushing to $92.50 — a decisive breakout signal above the prior $92.43 resistance shelf. Core Market Drivers Q2 earnings (Jul 31) remain the primary catalyst: EPS of $0.70 beat by $0.09 (+45.8% YoY), revenue of $13.08B exceeded consensus, and full-year guidance was raised to $51.8–$52.5B on strong continuous glucose monitor demand. Short volume has contracted sharply from 1.54M (Aug 11) to 537K (Aug 21), indicating bearish conviction fadi
1.20K
·
08-24 18:20
Treasury’s Large-Scale Rescue May Not Be Good？ Be Cautious Chasing Gold Higher
While the market remained focused on the probability of a Federal Reserve rate hike, the U.S. Treasury released a surprising announcement last week. The Treasury announced that it would “at least double” the size of its liquidity-support buyback operations for Treasury securities maturing in 10 to 30 years, raising the cap for each buyback from USD 2 billion to at least USD 4 billion. Relative to the USD 31 trillion U.S. Treasury market, this buyback volume is negligible. Nevertheless, the Treasury’s move conveyed several messages to the market. First, long-term bond yields are too high, and the Treasury intends to exert some control over them. Second, Treasury yields around 5% may represent a psychological threshold for the U.S. Treasury; if yields deviate too far from that level, more fo
TOPThis was not exactly a black swan, the market had been sniffing out Treasury support already. What matters more is that the expectation gap is gone, so QQQ probably cracks first if sentiment wobbles again
714
·
08-24 19:16
U.S. Equity Technicals Turn Bearish? Several Opportunities Worth Watching (Recent Yield Sharing)
The market did not take long to choose a short- to medium-term direction. Last week, gold and crypto assets both surged, making it clear that the market had entered a new phase of rebound. The previous trading logic can therefore be carried forward naturally, and risk assets are expected to remain resilient through the period before the fourth quarter. The only factor requiring particular caution is the speed of the advance. The logic chain of crypto assets—gold—risk assets changed slightly during last week’s trading. Following the news that the U.S. Treasury would purchase bonds, gold reacted most quickly. However, in terms of both absolute gains and the pace of appreciation, Bitcoin and Ethereum—whose volatility is inherently higher—soon staged a catch-up move and outperformed the earlie
TOPCrude still looks constructive to me. Inventory draws and backwardation matter more here than the entry plan, and that stop-to-breakeven shift makes sense
244
·
08-24 19:41
$MRK’s mRNA Breakthrough Sparks a Fresh Rally Toward $160
$Merck(MRK)$ $Merck & Co., Inc.(MRK) +2.39% Closes at $152.55: mRNA Cancer Vaccine Breakthrough Fuels All-Time High, $154.49 Resistance in Sight 🚀 Latest Close Data: MRK closed at $152.55 (+2.39%) on Aug 24, 2026, just 1.3% below its 52-week high of $154.49. Pre-market had indicated $148.70, while after-hours extended to $154.14, suggesting continued momentum into the next session. Core Market Drivers: Merck and Moderna's personalized mRNA cancer vaccine intismeran autogene + Keytruda achieved a historic Phase III success in INTerpath-001, hitting the primary RFS endpoint — the first positive Phase III result for an individualized mRNA cancer vaccine. Morgan Stanley upgraded MRK from Equalweight to Overweight, lifting its price target from $116
TOPNice Sharing 😁 @DiAngel @Aqa @Barcode @JC888 @Shyon @koolgal @Shernice軒嬣 2000
824
·
08-20
$RKLB 20260828 63.0 PUT$ Limit order filled to sell RKLB cash secured put during price decline.
RKLB PUT
08-19 21:47
US20260828 63.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.33 1Lot(s) | +6.07% Holding |
956
·
08-21
$Meta Platforms, Inc.(META)$ Peak fear even though meta is printing cash. Accumulating more over time
META
08-21 00:22
USMeta Platforms, Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 541.80 5 | +2.94% Holding |
526
·
08-21
$ACN 20260918 150.0 PUT$ Took profit I don't just want a lucky win—I want consistent profits. I'm willing to put in whatever effort is required to achieve that. My goal for Aug is to earn $10,000 (including premiums paid to close the options). June / Jul 2026: $1,721 / $26,431 Aug 2026: $22,265
ACN PUT
08-21 22:25
US20260918 150.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.64 1Lot(s) | +97.42% Closed |
TOPThat Aug 10k goal already looks cleared lol. For consistency, drawdown control matters more than one clean options win.
6.89K
·
08-22 02:21
$IAU 20260828 95.0 CALL$ selling call option to earn premium and leveraging my share price. Don't mind to sell at this price
IAU CALL
08-22 02:21
US20260828 95.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.10 2Lot(s) | 0.00% Holding |
TOP95 call that close feels more like tiny premium farming than real leverage. I care more about whether gold can punch through that level next week
25.69K
·
08-23 00:54
$ServiceNow(NOW)$ I'm continuing to DCA into ServiceNow ($NOW) because I still believe the long-term fundamentals remain much stronger than the short-term price action suggests. ServiceNow is no longer simply an IT workflow company—it is positioning itself as an AI control tower for enterprises, connecting AI, data, security and workflows on a single platform. Its Q2 2026 results reinforced that thesis, with subscription revenue growing 24.5% year over year and remaining performance obligations reaching $29 billion. What gives me confidence is that the AI story is increasingly translating into real commercial adoption. ServiceNow AI crossed $1 billion in annual contract value in Q2, while agentic AI deployments increased significantly. The com
TOPAI control tower angle makes sense, but I care more about whether security and governance add real ARR or just reshuffle IT budgets