If $PYPL Stays Between $52 and $60 Through August, You Keep $166
$PayPal(PYPL)$ $PayPal Holdings, Inc. (PYPL) Gains +0.88%, Momentum Consolidates Near $56.00 Amid Acquisition Premium Game 🚀 Latest Close Data: PayPal closed at $56.00 on July 24, 2026, up +0.88%. The stock remains -29.56% below its 52-week high of $79.50, consolidating just above a critical support level following recent M&A volatility. Core Market Drivers: The price continues to price in the acquisition premium after Stripe and Advent International’s unsolicited $60.50 per share bid. Activist investor Michael Burry publicly valued PYPL intrinsic worth at $115, fueling retail speculation. Meanwhile, PayPal hired Goldman Sachs and Evercore to evaluate the offer, and Bernstein raised its target to $55, matching the current trading range. Techni
Can $G Break Above the $31 Pivot After a 37% Drop from Highs?
$Genpact(G)$ $Genpact(G) Edges +1.20% Higher: Risk Convergence Nears as Accumulation Builds, $31 Pivot in Focus 📈 Latest Close Data: $Genpact (G) closed at $30.37 on July 24, 2026, up +1.20% (+$0.36). The stock is recovering from its 52-week low of $26.85 but remains significantly off its 52-week high of $48.64, currently trading at a -37.5% discount from the peak. Core Market Drivers: The BPO giant is stabilizing as the Forward P/E has compressed to a historically low 7.37, far below its average of 11.67, signaling deep value. Institutional support remains solid with BlackRock holding 8.87% of shares. The stock is benefiting from a defensive rotation as investors seek stable cash flows amid broader tech volatility; Genpact maintains a healthy 2.35%
$Exxon Mobil(XOM)$ $Exxon Mobil(XOM) +1.58% Surges Past $157, Energy Giant Eyes Key Resistance with Momentum Overheating 🚀 Latest Close Data: XOM closed at $156.89 on July 24, 2026, up +1.58% (+$2.44). The price is currently 11.06% below its 52-week high of $176.41, showing strong recovery momentum from the $105.53 low. Volume hit 15.82M shares (1.10x average). Core Market Drivers: Energy sector strength is fueled by supply tightness and capital discipline. XOM benefits from its integrated model and robust cash flow generation. Institutional backing remains solid with BlackRock (7.79%) and Vanguard (6.54%) as top holders, signaling defensive positioning in a volatile macro environment. Technical Analysis: The MACD histogram is rapidly expanding (bu
$Las Vegas Sands(LVS)$ $Las Vegas Sands (LVS) +1.72% Recovery Rally: Deep Value Play Nears $46 After Post-Earnings Panic, $47-50 Zone Eyed 🚀 📊 Latest Close Data Closed at $46.03 (+1.72%), bouncing sharply from the session low of $44.21 (a new 52-Week Low). The stock is rebounding from extreme oversold levels, yet remains deeply underwater compared to the 52-Week High of $70.45. 📰 Core Market Drivers LVS staged a recovery despite severe headwinds. Post-market panic on 7/22 erased value after Q2 EPS missed consensus ($0.59 vs. $0.74 est.). Sentiment was crushed by a wave of analyst downgrades (JPM, BofA, Wells Fargo slashing targets). However, massive valuation discount and a 2.39% dividend yield are attracting dip buyers today. 🔧 Technical Analysis
$Ambarella(AMBA)$ $Ambarella (AMBA) +2.17% Closes at $70.51: Edge AI Momentum Pushes Ambarella to Reclaim Key Pivot, $78 Resistance Eyed 📈 Latest Close Data: AMBA closed at $70.51 on July 24, 2026, gaining +2.17% with a 6.54% intraday amplitude. The stock is currently trading 27% below its 52-week high of $96.69 but has surged over 45% from its 52-week low of $48.30. 💹 Core Market Drivers: The rally aligns with a broader semiconductor recovery fueled by the shift from AI model competition to industrial edge deployment. Ambarella’s leadership in low-power AI SoCs for robotics and autonomous driving continues to attract flow, supported by a recent long-term $800M+ Edge AI deal. 🌐🤖 Technical Analysis: Volume stood at 1.54M shares, slightly below aver
【Livestream Clip 4|Ross Dong: Can AI Really Do 90% of Research?】
【 LIVESTREAM RECAP|Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles. Full replay 👉
【Livestream Clip 3|Ross Dong: HBM Shortage Until 2028?】
【LIVESTREAM RECAP|Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles. Full replay 👉
【Livestream Clip 2|Ross Dong: 4 Signals Behind the Pullback】
【LIVESTREAM RECAP|Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles. Full replay 👉
【Livestream Clip 1|Ross Dong: AI Memory Down—Is the Thesis Broken?】
【LIVESTREAM RECAP|Inside the AI Memory Boom: Opportunities and Challenges for SK hynix】 Hi Tigers! In this session we zoomed in on one of the hottest — and most debated — trades right now: AI memory. From the recent pullback in Korean and US memory stocks, to the core question of "is this a top, or just halftime in a longer bull market," all the way to the HBM supply gap, KOSPI valuations, Korea's macro fundamentals, and how open-source AI models are reshaping memory demand — the flow was layered and packed with substance. Ross doesn't dodge the sharp question of "is the AI thesis broken"; instead he unpacks it piece by piece with data, fund flows and industry cycles.Full replay 👉
Congratulations on achieving such an impressive return in just a few months. I also appreciate your honesty about the July drawdown. Sharing the importance of stop-losses and position management makes your experience much more relatable and valuable. I found your use of ChatGPT and Claude for research especially interesting. AI can greatly improve research efficiency, but discipline and execution are still what determine long-term success. I also like your focus on staying within your circle of competence instead of chasing every trending sector. My question is: @Yongjian Zhang if the semiconductor cycle weakens more than expe
CoreWeave's $267 Question: Cloud Nine or a High-Wire Act?
The $267 Argument Isn't About AI – It's About Who Gets Paid CoreWeave isn't divided by opinion — it's divided by $267. That's the gap between Wall Street's lowest published price target of $36 and its highest of $303. When professionals studying the same filings arrive at valuations separated by nearly three hundred dollars, investors should pay attention. One company. Two futures. Wall Street cannot agree That extraordinary spread tells me this isn't a debate over whether artificial intelligence is real. It plainly is. The real argument is whether a specialist GPU cloud provider can generate attractive long-term returns while spending money at a pace that would make even the largest industrial companies pause for breath. This is why $CoreWeave, Inc.(
OUE REIT has delivered a 28.6% YoY in DPU in 1H26. The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim & Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c $华联房地产投资信托
📉 Morgan Stanley's Korea Meltdown: Bear Calls Trigger Selloff, IPO Snub, and Growing Backlash
🚨 Morgan Stanley's Bearish Calls Backfire in South Korea? SK Hynix Reportedly Cuts Ties After Years of Negative Research $SK hynix(SKHY)$ Morgan Stanley is facing one of its biggest reputational challenges in South Korea after years of bearish semiconductor research reportedly strained its relationship with major local companies. The latest controversy erupted after Morgan Stanley's Asia-Europe technology research head, Shawn Kim—nicknamed by some Korean investors as the "Grim Reaper of Korea's Semiconductor Industry"—warned that memory contract prices could peak in Q4, triggering another wave of panic across Korean chip stocks. The market reaction was brutal. Samsung Electronics and SK Hynix both plunged more than 7% intraday, while the KO
Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Trading Ideas: How to Maintain your Wealth Under the Wind?
Hello everyone! Today i want to share some trading ideas with you! 1 AI is forcing Big Tech to do something it’s never done: Spend more than it earns, and Wall Street hates it $Alphabet(GOOG)$ made history in two ways on Wednesday. First, it had its most-profitable quarter in corporate history. Reporting $112 billion in profit, that's its first 12-figured quarterly profit in history. But 69% of that came from unrealized paper gains on its stakes in SpaceX and Anthropic, not the core business, and Wall Street looked straight through it. Stripping that out, however, Google still ostensibly had an excellent quarter; its cloud computing business, now the core of the company, soared 82%. So why did investors punish Alphabet today, sendi