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298

JaminBall

07-26 19:34

The World Isn't Zero Sum

I debated the title for this article a lot. The other option was “The World Isn’t Binary.” I’m still not exactly sure which title better describes this article, but I’ve found the principal of living with a positive sum mentality more impactful in my life so I went with that title. Anyway..on to the post! There are no shortage of big debates right now in AI. Open vs closed models. Nvidia vs custom silicon. Will chips have value after 5 years. Will AI kill software. God model vs fleet of specialized models. Are we in an AI capex bubble or not. Model layer vs application layer. Will models commoditize. The list goes on! These were just a few that came to mind… I won’t address all of these today, but the answer for most is “you’re not thinking big enough.” I’m clearly a hyper-optimistic perso

The World Isn't Zero Sum

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SmartReversals

07-26 19:32

Earnings and Macro Headwinds Trigger a Market Breakdown

It was a volatile and difficult week on Wall Street, as major U.S. indexes finished lower across the board. The market logged its first back-to-back weekly losses since March, primarily dragged down by anxiety over massive corporate spending on artificial intelligence (AI), surging energy costs, and new trade policies. Key Market Drivers This Week Big Tech AI Spending Jitters: Q2 earnings sparked investor concern as $Alphabet(GOOG)$ dropped -7.8% for the week following raised capital expenditure guidance for AI data centers, while $Tesla Motors(TSLA)$ plummeted -17.8% amid negative free cash flow driven by massive investments in AI and robotics. Geopolitical Escalation & Energy Volatility: Oil (CL=F <

Earnings and Macro Headwinds Trigger a Market Breakdown

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pretiming

07-26 19:28

$AAOI Slides in an Optical Networking Sector Reset

$Applied Optoelectronics(AAOI)$ ⚡ Key Takeaway A sharp double-digit decline has pushed the defensive stance's benefit to its widest reading of this position's life. Thirty-one days into the Sell and Observe stance, the value of staying out has grown substantially given today's move. The Bullish zone entry probability has settled at a moderate reading within roughly a week's window, a step down from Tuesday's outlier extreme. Today's drop looks driven by an industry-wide reset across optical-networking names rather than anything specific to this company, a distinction that matters heading into next month's earnings. ━━━ 1️⃣ What Is Happening Right Now ① Jul 23 Close → Jul 24 Close Parameter Jul 23, 2026 Jul 24, 2026 Change Close $112.1 (+1.40%) $10

$AAOI Slides in an Optical Networking Sector Reset

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AI_FocusedTrader

07-26 19:22

Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting

1. Basic Meeting Info Schedule: FOMC rate decision release at 2:00 AM Beijing Time on July 30 (2:00 PM ET, July 29); Powell’s press conference kicks off at 2:30 AM Beijing Time. Current policy rate: 3.50%–3.75%, held steady for four consecutive meetings. Key note: This is a non-SEP meeting. No updated dot plot or economic projections will be published. The full 2026 rate path will solely hinge on policy statement wording and Powell’s remarks; the next dot plot update comes in September. CME FedWatch pricing (as of July 26): Probability of unchanged rates this Wednesday: 87% (market baseline case) Probability of a 25bp hike to 3.75%–4.00%: 13% Near-zero odds of a rate cut; markets have fully priced out July easing expectations. 2. Three Scenarios & Corresponding Full-Year Rate Paths Sce

Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting

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DoTrading

07-24

Intel Just Proved AI Demand Is Exploding… So Why Did Wall Street Sell?

$Intel(INTC)$ delivered exactly what investors have been waiting for: Intel Revenue beat expectations. Earnings beat expectations. AI demand surged. Capital investment is accelerating. Yet the broader market sold off. That raises a much bigger question: Has Wall Street stopped rewarding AI spending and started demanding AI profitability? Intel's Results Leave Little Room for Doubt Intel reported a strong second quarter that exceeded expectations across the board. Revenue: $16.1B Adjusted EPS: $0.42 (vs. $0.27 expected) Data Center & AI revenue: +59% YoY Intel Foundry revenue: +31% YoY to $5.8B CEO Lip-Bu Tan described compute demand as "unprecedented," driven by enterprise AI adoption, next-generation Xeon 6+ processors, and more than 130 cust

Intel Just Proved AI Demand Is Exploding… So Why Did Wall Street Sell?

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372

TigerOptions

07-24

Why American Airlines’ Record Revenue Could Not Overcome the Oil Shock

$American Airlines(AAL)$American Airlines produced its highest quarterly revenue in company history, but its shares fell 8.4% on July 23 because rising jet-fuel prices severely weakened the earnings outlook. Second-quarter revenue increased more than 16% year over year to approximately $16.74 billion. Adjusted earnings of $0.15 per share exceeded the roughly $0.03 analysts expected. Premium passenger unit revenue increased 13.4%, domestic unit revenue rose 10.6%, and managed corporate revenue advanced 26%. American Airlines’ July 23 results provide the operating figures. The demand data are genuinely constructive. American’s network changes, premium-seat expansion and improving corporate-travel relationships are producing stronger fares and revenue

Why American Airlines’ Record Revenue Could Not Overcome the Oil Shock

# QQQ Falls 1% — Will the Fed or Mag-7 Earnings Set the Tone This Week?

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Shernice軒嬣 2000

07-24

⚠️ The Market Doesn't Care About Great Earnings—Intel's Collapse Proves It

🚨 Blowout Earnings, Yet the Stock Sinks? $Intel(INTC)$ Posted Its Strongest Revenue Growth in 15 Years, But Shares Reversed From a 4.5% Rally to Fall Over 4% as Short Sellers Took Control! 📉⚡ Intel delivered an impressive Q2 2026 earnings report, beating Wall Street's expectations on both revenue and profit. CEO Lip-Bu Tan described it as the company's strongest revenue growth in nearly 15 years. Yet the market reaction was the exact opposite of what many expected. After jumping as much as 4.5% in pre-market trading, Intel shares reversed sharply and fell more than 4% during Friday's session, handing short sellers millions of dollars in paper profits. 📊 Earnings Breakdown 1. Outstanding Q2 Results - Revenue: $16.13 billion, up 25%

⚠️ The Market Doesn't Care About Great Earnings—Intel's Collapse Proves It

# Intel Reports Best Quarter in Years, Yet Crashes 8% — Why?

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448

PawsAndProfits

07-25

Valuations stretched, Broad tech sell off, FOMC meeting on the horizon. Strap on!

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. To all the zealous bulls out there, be careful. The stock market is like a rubber band, if you stretch it too much, it bound to break at some point. And now I do think its really overstretched, however bearish momentum seems to come only in flashes. So lets see how is it next week. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

Valuations stretched, Broad tech sell off, FOMC meeting on the horizon. Strap on!

# QQQ Falls 1% — Will the Fed or Mag-7 Earnings Set the Tone This Week?

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Shernice軒嬣 2000

07-25 16:03

🚨 Retired at 35 Without Becoming Rich? This Singaporean's Story Is Turning Heads. 🇸🇬💰

Most people believe early retirement is only for millionaires. Colin proves otherwise. He didn't strike the lottery, build a unicorn startup, or inherit a fortune. Instead, he prepared for one thing most people never expect until it happens. Losing his job. At 35, Colin was retrenched. Coincidentally, that was also the age Singapore singles could buy an HDB flat. When he told a property agent he wanted to buy a home after losing his job, the agent asked the obvious question. "How are you going to pay a 30 year mortgage without an income?" That question changed everything. Instead of stretching his finances, Colin bought the cheapest flat he could find that he could pay for entirely with cash. His thinking was simple. "If you borrow from the bank for 30 years, you're buying one flat for you

🚨 Retired at 35 Without Becoming Rich? This Singaporean's Story Is Turning Heads. 🇸🇬💰

TOPMojoStellar: thanks for sharing. 🙏

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483

Isleigh

07-25 16:11

Memory Stocks +14% Then -9% in 48 Hours. The Week That Explains Everything About This Trade.

The week of July 21 to 25 is the single most instructive week in the memory supercycle so far. Not because of the Tuesday gains. Because of what happened on Friday. Understanding both moves together tells you more about how to trade this sector than any analyst note written this year. Here is the full sequence. Memory stocks fell 25% across July to their lows. Monday July 20 saw a 4 to 6% snap-back as no fresh Korea headlines appeared over the weekend. Then Tuesday exploded: SNDK surged 14.27%, SKHY ADR jumped 13.75%, MU climbed 12.17%, WDC was up 12%, the DRAM ETF gained 11%. The catalyst was a Morgan Stanley report forecasting a 25% memory price increase from Q2 to Q3, with the firm explicitly stating it was buying the dip. BofA called the slump a summer reset. Semiconductor ETFs absorbe

Memory Stocks +14% Then -9% in 48 Hours. The Week That Explains Everything About This Trade.

# Memory Stocks Explode: SanDisk +14%, SK Hynix +14% — Can July 29 Earnings Extend the Rally?

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TigerOptions

07-25 21:26

Why Blackstone’s AI Exposure Now Extends Far Beyond Technology Stocks

$Blackstone Group LP(BX)$’s second-quarter results show how the artificial-intelligence investment cycle is spreading from semiconductor companies into private infrastructure, real estate and credit. The opportunity is significant, but it also exposes Blackstone to the risk that data-centre development is becoming too aggressive. Distributable earnings increased 26% year over year to $1.52 per share, exceeding the approximately $1.35 analysts expected. Blackstone attracted nearly $70 billion of quarterly inflows, lifting assets under management to $1.35 trillion. Blackstone’s July 23 earnings release provides the reported results. The firm’s AI exposure includes data centres, electricity generation, transmission infrastructure and financing for comp

Why Blackstone’s AI Exposure Now Extends Far Beyond Technology Stocks

# QQQ Falls 1% — Will the Fed or Mag-7 Earnings Set the Tone This Week?

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459

TigerOptions

07-25 22:37

Why Verizon’s Subscriber Recovery Matters More Than Its Revenue Miss

$Verizon(VZ)$’s second-quarter results offered the clearest evidence yet that its turnaround is improving customer growth. The shares rose 5.9% on July 24 even though total revenue missed expectations, showing that investors placed greater weight on subscriber additions, cash flow and higher guidance. Verizon added 184,000 postpaid phone customers, producing its strongest consumer second-quarter result in five years. Across mobility and broadband, total net additions exceeded 550,000—more than 230,000 higher than a year earlier. Mobility and broadband service revenue increased 2.8%. Verizon’s July 24 earnings release provides these operating figures. Adjusted earnings reached $1.30 per share, slightly above expectations. Verizon raised its full-year

Why Verizon’s Subscriber Recovery Matters More Than Its Revenue Miss

# 💰Stocks to watch today?(27 July）

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568

DoTrading

07-25 22:39

Earnings Are Beating Expectations… So Why Are Stocks Falling?

For years, the formula seemed simple: Beat earnings → Stock goes up. Not anymore. This earnings season is sending a very different message to investors: Strong results are no longer enough. Wall Street wants something else. Great Earnings, Brutal Market Reactions MAG7 Take a look at what happened this week: $Intel(INTC)$ crushed expectations with stronger revenue, earnings, and AI growth... yet the stock fell 7.9%. $American Express(AXP)$ reported another impressive quarter, fueled by a 9% increase in cardmember spending... shares still dropped 4.3%. $Alphabet(GOOG)$ delivered results that would have impressed even the biggest AI skeptics... but the stock ended th

Earnings Are Beating Expectations… So Why Are Stocks Falling?

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Mathematical Money

07-26 17:00

SpaceX Just Broke Below Its IPO Price. I Doubled The Short.

SpaceX broke below its $135 IPO price for the first time this week. On Thursday, July 23, SPCX hit an all-time low of $110.85. It closed Friday at $113.45. That's a roughly 50% drawdown from the post-IPO high of $225.60. Just six weeks ago the stock was trading at nearly double where it is today. Below the IPO price is a specific psychological level for a new listing — it's the first point at which every single public shareholder is underwater on their entry. I want to talk about what I did this week. I doubled the short side of the ECHO/SPCX pair I wrote about last time. Went from 225 shares short to 450. Added 300 more shares on the long ECHO side too. Position sizing on this specific trade is now materially bigger than it was seven days ago. I want to walk through the reasoning, becaus

SpaceX Just Broke Below Its IPO Price. I Doubled The Short.

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Sporeshare

07-24

$Suntec Reit(T82U.SI)$ – Suntec REIT recorded strong distributable income of $116.5 million for the half year ended 30 June 2026 (“1H 26”), 25.5% higher than the corresponding period in 2025 (“1H 25”). Distribution per unit (“DPU”) to unitholders was 3.936 cents or 24.8% higher year-on-year. The robust year-on-year improvement was driven by the stronger operational performance of the Singapore Office and Retail portfolio, lower financing costs as well as lower Australia withholding tax provision as the REIT retained the Australia Managed Investment Trust status1. This more than offset the absence of a one-off compensation recorded in 1H 25 from the surrender of 3 floors at 177 Pacific Highway in Sydney which have since been backfi

$Suntec Reit(T82U.SI)$ – Suntec REIT recorded strong distributable income of $116.5 million for the half year ended 30 June 2026 (“1H 26”), 25.5% h...

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3.98K

Lanceljx

07-24

Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-centre revenue jumped 59%. More importantly, Q3 guidance also came in well above expectations. The bullish case is strengthening: AI infrastructure is reviving demand for Intel CPUs, pricing power is returning, and adjusted gross margin reached 41.8%, with management guiding roughly 42% next quarter. The catch is valuation and execution. At around $98, investors are already pricing in a substantial recovery. Intel still needs to demonstrate that 18A can ramp economically and external foundry customers can become meaningful, rather than the recovery being mainly stronger CPU pricing and AI server demand. I would view the next phase rou

Intel’s Q2 looks like a credible turnaround milestone, not yet proof that the turnaround is complete. Revenue hit $16.13B, up 25% YoY, while data-c...

# Intel Reports Best Quarter in Years, Yet Crashes 8% — Why?

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Optionspuppy

07-25

📈 7-Day Technical Analysis of OCBC Bank (SGX: O39)

Over the past seven trading days, OCBC has remained in a short-term uptrend despite experiencing minor daily pullbacks. The share price climbed from around S$28.36 to a recent high near S$29.18, before easing slightly to about S$28.90. This suggests that buyers are still supporting the stock after a strong rally. Key observations: * ✅ Higher highs and higher lows indicate the uptrend remains intact. * ✅ The S$28.50–28.70 area is acting as short-term support. * ✅ Resistance is around S$29.20, where sellers previously emerged. * ✅ A breakout above S$29.20 with strong trading volume could signal another leg higher. * ✅ If the price falls below S$28.50, traders may watch the next support zone before considering new entries. Overall, the 7-day chart remains technically constructive, with moment

📈 7-Day Technical Analysis of OCBC Bank (SGX: O39)

# 💰Stocks to watch today?(27 July）

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PawsAndProfits

07-16

$ulta beauty(ULTA)$

$Robinhood(HOOD)$

$TKO Group Holdings(TKO)$ Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I still remember vividly I signed up for an options trading course with Terence Tan, a local options trader based of Singapore in 2019. I progressed from someone who know nothing about options to being confident to excute trades under my mentor guidance to now being able to do chart reading and make my own trades. I definitely struggled a lot to

$ulta beauty(ULTA)$ $Robinhood(HOOD)$ $TKO Group Holdings(TKO)$ Disclaimer: Nothing I say or post should be considered financial advice. Please do ...

# Options Boot Camp Growth Story

TOPpopzi: Course aside, ULTA vs TKO IV gap is huge — pure direction bet or some vol logic behind it

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NicoleWong

07-22

$SpaceX(SPCX)$🔄 SpaceX Is Trading More Like a Market Event Than a Mega-Cap Most mega-cap stocks trade only a small fraction of their available shares each day. SpaceX is operating on a different scale. On its IPO day, trading volume reached the equivalent of 82% of its free float, the shares available for public trading rather than held by insiders or other restricted investors. Activity has cooled since launch week, but not by much. Daily turnover has remained between 10% and 30% of free float, far above the roughly 0.3 – 1% typically seen across established mega-caps such as Apple, Microsoft, NVIDIA, and Amazon. Even the denominator has expanded. SpaceX’s greenshoe, an IPO mechanism that allows the banks managing the listing to sell

$SpaceX(SPCX)$🔄 SpaceX Is Trading More Like a Market Event Than a Mega-Cap Most mega-cap stocks trade only a small fraction of their available shar...

TOPJim1995: I pulled the daily turnover too — full greenshoe and it still trades this sticky, that's the weirder signal

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koolgal

07-24

🌟🌟🌟SGX's 10 share lot is simply genius! It turns the giants of our Singapore market into something you can finally reach and hold. It lets every Singaporean own a small part of the nation's heartbeat. When the gates open on October 5, I am not chasing hype. I am choosing legacy. Since I already hold the 3 Singapore banking lions, I will choose $Great Eastern(G07.SI )$ and $Haw Par(H02.SI )$ Great Eastern is not just an insurer. It is a century old institution woven into Singapore's fabric. It

[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?

@Tiger_SG：

Big news for Singapore stock investors! Starting 5 October 2026, $SGX(S68.SI)$ is slashing the standard board lot from 100 shares to 10 shares for 11 securities. More details >> sgx.com/stock-exchange/trading 📋 The 11 stocks on the list: $DBS(D05.SI)$ | $Great Eastern(G07.SI)$ | $Haw Par(H02.SI)$ | $Jardine C&C(C07.SI)$ | $JMH USD(J36.SI)$ | $Keppel(BN4.SI)$ | $OCBC Bank(O39.SI)$ | $Pr

[POLL ]🎉11 SGX Stocks Moving to 10-Share Lots, What Does It Mean for You?

🌟🌟🌟SGX's 10 share lot is simply genius! It turns the giants of our Singapore market into something you can finally reach and hold. It lets every Si...

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