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07-30 14:25
Which One Should we Put Our Money on it?
Hello everyone! Today i want to share some trading ideas with you! 1 Has $Lemonade, Inc.(LMND)$ become one of the more manipulated stocks in the market? -24% today on a beat and guidance raise. - Last 2 quarters we saw +15% moves pre-market only to finish the day negative 10%. Big picture look at the trends: -> LAE to 5% -> GLR at 60% -> Adj. EBITDA profitability in Q4 -> Premium per customer up 2 Before anyone starts to lose faith in their holdings post earnings report sell offs... Just realize $Bloom Energy Corp(BE)$ probably couldn't have produced a better ER if they tried. And they're now down 7% from reporting. The CEO even said "our engagement with customers
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07-30 14:24
Microsoft Just Changed the AI Spending Narrative
For months, investors have been asking the same question: Can Big Tech keep pouring billions into AI without crushing cash flow? $Microsoft(MSFT)$ may have just delivered the strongest answer yet. Microsoft reported another standout quarter. Q4 revenue reached $90 billion, up 18% year over year, beating expectations by roughly $2.4 billion. Adjusted EPS also came in ahead of forecasts at $4.74. Azure continued to fire on all cylinders with 43% growth, while Microsoft Cloud revenue climbed to $59.3 billion. But the number that grabbed everyone's attention wasn't revenue. It was capital spending. Microsoft invested $35.8 billion into AI infrastructure in just one quarter, bringing full-year CapEx to $115.9 billion. Yet despite spending at that scale
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07-30 07:37
$OCBC Bank(O39.SI)$ typical outcome with slow and steady investments.. changing the outcomes of my investment portfolios..
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07-30 12:13
PCT: Should You Invest In META v1.0 : PCT = Pandas Coffee Talk. Deciding whether to invest in Meta Platforms depends on your risk tolerance regarding massive capital expenditures on artificial intelligence. Meta trades at an attractive forward P/E ratio near 19–21 with robust core ad revenue growth, but heavy spending on data centers and losses in Reality Labs create near-term cash flow pressure. Bull Case (Reasons to Buy) Strong Core Business: Digital advertising revenue continues to grow rapidly, driven by AI-optimized ad placement, higher user engagement, and climbing ad impression volumes. Low Valuation: Trading at roughly 19 times forward earnings, Meta Platforms is priced at a discount compared to many mega-cap tech peers relative to its projected growth rate. New Monetization Avenue
TOPHeartbeat12: I just ran a rough FCF view too, and 19x doesn’t price much AI payoff at all. Ad engine still does the heavy lifting
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07-30 14:16
TRADE PLAN for Thursday 📈
Hello everyone! Today i want to share some trading ideas with you! TRADE PLAN for Thursday 📈 $S&P 500(.SPX)$ massive sell off after FOMC today. SPX dropped 130+ points from the highs. If SPX gives up 7300 we can see a drop to 7228,7200. SPX July 31 7200P is best under 7300$Micron Technology(MU)$ to 651 in play, It couldn't hold above 800 today. The trend is still lower.. 651 is the buy zone leading into August. $SanDisk Corp.(SNDK)$ 2350+ to 1000 so far on this downtrend. If SNDK can flush another 100 points towards 900 I would consider buying shares/calls for a swing trade.
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07-30 14:13
$ORCL Shakes Out Retail While $AMD and $INTC Test Key Levels
Several AI stocks are approaching critical technical levels at the same time. Some are entering historical discount zones. Others are testing major support or heading into key catalysts like earnings. While each chart tells a different story, they all share one thing in common: the next move could be decisive. Here's why $NBIS, $AMD, $INTC, and $ORCL are among the most important AI stocks to watch this week. 1. $NEBIUS(NBIS)$ $NBIS is back into the short‑term discount zone heading into earnings this week. Bull cycle is still in play, and historically about 65% of the time price bounces from this level and the cycle continues. I am not personally trading this, but a lot of you asked about it over the weekend, so here is the context. 2.
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07-30 14:10
$QQQ Bounce Is Here, but Stay Patient
$Invesco QQQ(QQQ)$ redistribution back to weekly fair value is playing out perfectly. 🩸 We are down about 4% since that video, and in a worst case scenario I think we see 620–630. Do not fear these pullbacks. This is exactly what you want: Discounts. In a bull cycle. Markets cool off all the time. That is where the real buying opportunities come from. $QQQ tagged the top of the discount zone and bounced hard after the FED held rates. Exactly what we want to see. I don’t think we’re fully out of the woods yet and we could still see 650. But that was a clean -4.35% move down after that video.
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07-30 09:58
$Singtel(Z74.SI)$ waiting for you to come
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07-30 14:06
SBUX, MSFT, AMP, GOOGL& QQQ Wait for the Certain Decision of Market
Hello everyone! Today i want to share some technical analysis with you! 1 One more level... just in case $Invesco QQQ(QQQ)$ 2 $Alphabet(GOOGL)$ bulls sure do love that 50 week EMA 💰 3 Opus 5 sifted through our market data and ranked Ameriprise Financial $Ameriprise(AMP)$ top of the list for proven businesses with strong moats at a cheap price. The stock currently trades at a lower P/E, P/FCF, and P/S than its peers, while boasting nearly 5x the ROE. Share count has been cut by 25% since the start of 2022 as the company accelerates buybacks. Is this a golden opportunity hiding in plain sight? 4
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07-30 14:01
【07.20-07.26】🏆 Weekly Review | S&P 500 Down 0.6%, Atriston Posts a 285.33% Return—How Did Short-Dated SPY Options Do It?
Elite Leaderboard: Atriston claimed the No. 1 spot with a 285.33% return—nearly 1.9x the runner-up. Prestige Leaderboard: NicolasSoo took No. 1 with 34.50%, followed by Ja3per at 20.74% and YoMan at 15.98%. Let’s start with a quick recap of last week’s U.S. and Hong Kong markets, then take a closer look at the disclosed trades of Atriston, who topped the Elite leaderboard. I. U.S. Stocks 📉: Oil Shock and an AI Valuation Reset Last week, the S&P 500 fell 0.6%, the Dow slipped 0.4%, and the Nasdaq dropped 2.1%, with tech leading the decline: AI Spending Faces a Reality Check： Higher Alphabet capex and Tesla's earnings miss pushed investors to question whether AI spending is converting into cash flow fast enough, pressuring richly valued tech stocks. Oil and Rates Tightened Valuation Pres
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07-30 11:17
Live Recap 2: From Capabilities to Trust — Singapore's AI Opportunity
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
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07-30 11:13
Live Recap 1: From AI Hype to AI Reality — Why 80% of Organisations Are Stuck at the Pilot Stage
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
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07-30 11:31
MS : SPCX is $15 from Zero AI value ! True ?
. $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility
TOPI bought the washout, not the headline. Starlink plus launch alone makes 100 look too low to me, AI is a free call option. Too early to write it off?
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07-30 11:40
Live Recap 4: Building Your Global AI Portfolio — Public Markets, Private Funds, and ETFs
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
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07-30 11:33
Live Recap 3: Inside the SGX AI Value Chain — The Picks-and-Shovels Strategy
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
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07-30 11:26
The Chips Are Down
We called the $Philadelphia Semiconductor Index(SOX)$ breakdown weeks ago, and it just hit my first downside target. Here's what comes next... When it rains, it pours. The selling pressure is starting to accelerate this week. It started overnight in Korea, where the KOSPI crashed -11% in a single session. Samsung fell -13% and SK Hynix fell -15%. Then the US opened, and it was another bloodbath for AI stocks today. Semis fell -4.5% on the day. At its lows, SOX traded down to $10,799. That was my first downside target. 🎯🎯🎯 I called for a SOX move down to $10.6k-$10.8k ~3 weeks ago (7/7) in “Chip Wrecked” (-11% ago). Today, we tagged my $10.8k target (at lows). Week after week, we have given it to you straight. We told you last Tuesday’s bounce was N
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07-30 11:07
🔥 Nothing Can Shake This Market? HSBC Says "Buy the Dip"
Oil up 40% 📈 | Semis down 16% 📉 | Middle East tensions 🔥 Yet global markets are <1% from all-time highs. HSBC's Max Kettner — one of Wall Street's most stubborn bulls since 2023 — just doubled down: "Maximum Overweight" on equities. Here are the 5 reasons he's not blinking 👇 1️⃣ Expectations Reset ✅ Global growth forecasts got slashed hard this year. The bar is so low that beating it just got easier. 2️⃣ Earnings Keep Surprising 🎯 Q2 results are crushing pessimistic estimates — again. Corporate resilience is real. 3️⃣ Valuations Got Cheaper 💰 Some big tech names are trading below where they were when the US-Iran conflict started. Safety margin = loaded. 4️⃣ Bond Yields Have Room to Fall 📉 2-year Treasury at 4.3% — nearly 1% higher than when Middle East tensions began. If yields drop, st
TOPI subscribe to the judgment that "funds are rotating, not a total escape". Rising oil prices and geopolitical risks will indeed suppress valuations, but as long as corporate profits are still resilient and bond yields have room to fall, the stock market may not immediately turn into a bear market. At present, it is more like rotating from crowded AI hardware and storage transactions to sectors with more reasonable valuations and more stable cash flows. Global markets are close to all-time highs, though, and the margin of safety is not thick. My strategy is to keep core positions, reduce leverage, and focus on earnings cashing out, rather than blindly full positions because of a long view.
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07-30 09:57
Trade Singapore Stocks Index with 7x Leveraged and Inverse Exposure using SG DLCs
Listed on SGX, the 7x Long DLC (Code: 5U8W) and -7x Short DLC (Code: RXTW) tracking the MSCI Singapore Index (SiMSCI) offer investors leveraged and inverse exposure to the largest listed companies in Singapore. While the FTSE Straits Times Index (STI) may be Singapore’s more familiar benchmark, both indices provide exposure to many of Singapore’s largest listed companies. Their historical correlation of almost 90%, indicates that the two indices have generally moved closely together. The $MSCI Singapore Index - main 2608(SGPmain)$ comprises Singapore's large- and mid-cap companies, where the three banks— $DBS(D05.SI)$ , $OCBC Bank(O39.SI)$ and
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07-30 11:05
Jardine Matheson call warrant climbs 34.3% since our 20 July newsletter article
🔥Last week's newly listed Jardine Matheson (JM) call warrant $JMH MB eCW261229(NMNW.SI)$ is up 34.3% to SGD 0.090 given JM's 7.6% climb since 20 July ✍We had published an article on 20 July with a quote of Macquarie Research's view on $JMH USD(J36.SI)$ : https://warrants.com.sg/marketnews/highlight/todayhighlight/7907 Warrant investors who missed out on the original article may wish to have a read on Macquarie Research's view on JM shares There are no put warrants currently available over JM
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07-30 11:02
New HSI call warrant available today!
👀See how $HSI 28400MBeCW260929(QKGW.SI)$ moves alongside $Hang Seng Index - main 2608(HSImain)$ futures: https://warrants.com.sg/tools/livematrix/QKGW