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251
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Mrzorro
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04-07 16:47
Micron Jumps, $11M Options Trade Says This Move Isn't Over  Against a backdrop of ongoing Middle East tensions and elevated oil price volatility, the broader market remains in a “high uncertainty + high volatility” regime, with risk appetite yet to fully recover. Within this environment, however, structural opportunities are beginning to emerge in the tech sector—particularly in storage. Following the demand shock triggered by $Alphabet(GOOG)$   $Alphabet(GOOGL)$  's TurboQuant, which raised concerns about reduced memory needs, the sector has rebounded for several consecutive sessions, entering a typical "expectation repair
Micron Jumps, $11M Options Trade Says This Move Isn't Over Against a backdrop of ongoing Middle East tensions and elevated oil price volatility, th...
TOPzinglee: MU's run looks strong, but IV high — bull spreads safer bet.[得意]
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FlowState Alpha
·
04-07 15:30

Global Market Outlook | Why $115 Oil Has Failed to Break the Bond Market

Issued: April 7, 2026 (Pre-Asia Open)Period Covered: March 30, 2026 → April 7, 2026 1. Core Macro Dislocation Breakdown The defining anomaly in the current market is as follows: WTI Crude has surged to 115.35, while the US 10-Year Treasury Yield has declined to 4.352%. Under a standard macro framework, this configuration should not coexist. The classical transmission mechanism is: Oil ↑ → Inflation Expectations ↑ → Long-End Yields ↑ → Equity Valuations ↓ Yet the market is currently exhibiting: Oil ↑ + Yields ↓ + S&P 500 rebounding to 6611.83 This constitutes a clear case of structural mispricing. This dislocation must be decomposed into three layers: (1) Short-Term Trigger: Supply Shock and Rate Divergence The rise in oil prices is driven by supply-side constraints: Shipping disruption
Global Market Outlook | Why $115 Oil Has Failed to Break the Bond Market
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mark01bravz
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04-04
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Ah_Meng
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04-04
$AML3D LTD(AL3.AU)$ The 🐯 system appears to be iPad unfriendly lately. It has been challenging to type in. I did a post last week but you will notice there's no input, except sharing my winnings image. It was not intended but I could type anything, so had just simply released without commentary.  It happens again but I have decided to abandon my last sharing in order to share the background of the images. I had flagged this 3D printing company a couple of times in the past. It was beaten down in the earlier part of the year, given no announcement from the company. I continue to believe in the management to deliver its promise. Given the changing defence landscapein both US and beyond, I believe now of all times, new defence leaders wou
$AML3D LTD(AL3.AU)$ The 🐯 system appears to be iPad unfriendly lately. It has been challenging to type in. I did a post last week but you will noti...
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417
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AMDidass
·
04-04
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651
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Tiger V
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04-04
$Alphabet(GOOG)$ Alphabet Inc. (GOOG) presents a mixed investment profile characterized by strong profitability and a dominant market position, but faces headwinds from elevated valuations and recent capital outflow pressures. Alphabet (GOOG) remains a financially robust giant with exceptional profitability metrics and overwhelming analyst support, but its current valuation appears stretched relative to its own history, and recent trading patterns show signs of institutional selling pressure.
$Alphabet(GOOG)$ Alphabet Inc. (GOOG) presents a mixed investment profile characterized by strong profitability and a dominant market position, but...
TOPzookie: Alphabet profits solid lah, but valuation scary high. Better wait for dip.[看跌]
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473
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Chillman
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04-05 09:49
$NVIDIA(NVDA)$   If the war is ending soon, where will the stock go? Will it be up or down or sideway? 
$NVIDIA(NVDA)$ If the war is ending soon, where will the stock go? Will it be up or down or sideway?
TOPmark2012: its not gonna end soon. the economic pain has only begun
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AMDidass
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04-05 11:24
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141
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NewInvest
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04-05 22:50
$Sea Ltd(SE)$ Sharing for coins. Sea Ltd has been droping from $196 since Sep 2025...[Cry]  
$Sea Ltd(SE)$ Sharing for coins. Sea Ltd has been droping from $196 since Sep 2025...[Cry]
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409
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th0mastan
·
04-05 23:46
$Taiwan Semiconductor Manufacturing(TSM)$   The current market volatility presents opportunity. TSM is at a support region (blue lines) if it continues to stay within the range, it will be a good runway for future upside. However, given the macro market is largely driven by conflict and US policy changes, there is also a likely hood of further correction. If that's the case, the white lines would be a good entry point for long term portfolio accumulation. 
$Taiwan Semiconductor Manufacturing(TSM)$ The current market volatility presents opportunity. TSM is at a support region (blue lines) if it continu...
TOPBorisBack: Spot on, mate! TSM near support could be a sweet entry if it holds.[看涨]
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Muppy
·
04-06 00:11
$DBS(D05.SI)$ DBS Group Holdings (SGX: D05) emerges as the clear leader among Singapore’s Big Three banks for long-term investors. As of early April 2026, DBS commands the largest market cap, highest profitability, and superior shareholder returns compared to OCBC (O39) and UOB (U11). In FY2025, DBS delivered S$11.03 billion net profit—far ahead of OCBC’s S$7.42 billion and UOB’s S$4.68 billion. Its return on equity (ROE) consistently exceeds 16%, outpacing OCBC and UOB’s 11-13% range, thanks to efficient operations and a low cost-to-income ratio. Wealth management fees surged, providing resilient non-interest income that cushions net interest margin (NIM) pressure from lower rates. Dividend leadership seals DBS’s edge. It guides S$3.24 annuali
$DBS(D05.SI)$ DBS Group Holdings (SGX: D05) emerges as the clear leader among Singapore’s Big Three banks for long-term investors. As of early Apri...
TOPEllisBird: DBS is the top choice for steady dividends and growth![强]
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BenGI
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04-06 00:11
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127
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BenGI
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04-06 00:13
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662
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runninghigh
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04-06 00:47
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62
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dnp
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04-06 00:49
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45
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dnp
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04-06 00:49
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144
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WalkerWoon
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04-06 01:00
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89
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wujunhuii
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04-06 01:28
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291
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AMDidass
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04-06 01:49
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65
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banchin
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04-06 02:21
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