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07-29 18:14
SKHY vs. STX: Why Record Earnings Sent One Down and the Other Up SKHY's record quarter was broadly in line with Korea Investment & Securities' latest preview, while STX delivered the cleaner beat-and-raise. The earnings calls reveal why HDD currently has the better tactical setup: longer demand visibility, lighter capital intensity and lower expectation risk. SKHY: Record Results, but Mostly as Expected SK hynix reported Q2 FY2026 revenue of $54.1 billion and operating profit of $41.3 billion, with operating margin reaching 76.3%. The figures look spectacular year over year, but the quarter itself was not a major positive surprise for investors following the latest Korean sell-side previews. Korea Investment & Securities had forecast revenue of KRW80.906 trillion and operatin
TOPPhoebezzz: Thanks for the great comparison. The key takeaway is that earnings alone don't move stocks — expectations do. I think the next important question is whether HDD demand can sustain its advantage as AI infrastructure evolves.
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07-29 22:26
Can Big Tech prove AI spending is an investment, not a habit?
Tonight is the most loaded single session of the 2026 earnings season. At 2pm ET the Fed announces. At 2:30pm Warsh speaks. After the close, Microsoft and Meta report. These are not independent events. They form a chain: the Fed sets the discount rate applied to every future dollar of AI spending, and then Microsoft and Meta immediately show whether those future dollars are materialising fast enough to justify the capex. If the Fed holds and sounds balanced, and both MSFT and META beat, the AI trade gets its first clean confirmation in months. If any one of the three goes wrong, the dominoes fall in sequence. Test One — The Fed at 2pm ET The base case is a hold at 3.50 to 3.75%. CME FedWatch currently assigns 64% probability to no change. But this is the second-most uncertain FOMC meeting
TOPGreat analysis. The key question for this AI cycle is no longer whether Big Tech will spend on AI, but whether those investments can generate measurable returns. I think Azure growth and Meta’s ad efficiency will be the important indicators to watch.
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07-30 09:56
Wall Street Slides as Fed Holds Rates at 3.50%–3.75% Amid Hawkish Dissents and Energy-Led Market Rotation
Wall Street experienced a notable downturn as macro pressures, geopolitical tension in the Middle East, and a hawkish Federal Reserve rate pause weighed on investor sentiment. Dow Jones Industrial Average: close at 51,594.14 $Dow Jones(.DJI)$ S&P 500: close at 7,316.15 $S&P 500(.SPX)$ Nasdaq Composite: close at 24,442.94 $NASDAQ(.IXIC)$ Russell 2000: close at 2,906.31 How the Market Responded to the Fed Decision The FOMC's 9–3 vote to maintain the federal funds rate at 3.50%–3.75% marked its fifth consecutive hold. However, the market reaction was muted-to-cautious due to two primary underlying factors: Hawkish Dissents: Three FOMC members (Beth Hamma
TOP[Strong]Thanks for the great analysis. Agree that the AI sector remains intact, but the market seems to be shifting from “AI spending” to “AI monetization.” The key question is whether companies can demonstrate accelerating revenue growth and ROI from their massive CapEx investments.
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07-30 02:52
$Ionis Pharmaceuticals(IONS)$ $Arrowhead Pharmaceuticals(ARWR)$ $Alnylam Pharmaceuticals(ALNY)$ 🚨 $IONS Q2 2026: Pipeline Shock Overshadows a Massive Commercial Opportunity ⚠️📉 Ionis delivered one of the most polarising biotech reports of the quarter. Commercial execution remains impressive, with DAWNZERA continuing to gain momentum and TRYNGOLZA now approved for the much larger severe hypertriglyceridaemia (sHTG) market. However, enthusiasm was overshadowed by a major setback after the Phase 3 CARDIO-TTRansform study for eplontersen failed to meet its primary endpoint in the overall ATTR-CM population, removing one of the company’s most ant
TOPThanks for the detailed analysis, may I know that do you think the market has already priced in the ATTR-CM trial setback, or could further downside remain if TRYNGOLZA adoption is slower than expected?
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07-30 09:26
HSBC Kettner:Five Reasons Support Continued Gains in US stocks
Amid soaring oil prices and a tech stock sell-off, $HSBC Holdings PLC(HSBC)$ maintains a bullish stance: Five reasons support continued gains in US stocks HSBC's bullish view on US stocks is based on five key assessments: global economic growth expectations have been significantly revised downwards, making better-than-expected data more likely in the future; corporate earnings have exceeded pessimistic expectations for several consecutive quarters, continuously validating fundamental resilience; US stock valuations are already lower than at the initial stages of geopolitical conflicts, providing ample safety margins; US Treasury yields have room to fall after a sharp rise, potentially providing support for the stock market; market funds have not l
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07-30 08:59
$JustCo(JCO.SI)$ 1 Target Price JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR from YR2025-2028. This expansion is already underway: New Locations: The company recently launched a new co-working space ("The Boring Office") in Singapore
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07-30 05:04
The Fed Hit Stocks, Not the AI Boom
Today was a macro-driven selloff, not the end of the AI trade. The Dow fell 2.2%, the S&P 500 lost 1.5%, and the Nasdaq dropped 1.7%. Oil surged back toward $90, the Fed delivered a hawkish hold, and crowded semiconductor positions faced another round of forced selling. But after the close, Microsoft and Meta confirmed something far more important: the AI investment cycle is not slowing down. If anything, it is still accelerating. The Fed Held Rates, but the Message Was Hawkish The Federal Reserve kept rates unchanged at 3.50%–3.75%, but the vote was 9–3, with three policymakers calling for an immediate 25-basis-point hike. That was not a normal pause. The Fed is still worried about inflation, while the market has started pricing in a real possibility of another hike. At the same time,
TOP[Strong]Thanks for the detailed analysis. Agree that the recent selloff looks more like a valuation reset rather than a fundamental breakdown of AI demand. The key question now is whether companies can continue converting massive CapEx into measurable revenue growth and productivity gains.
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07-30 08:30
Who is actually the most filial in this room? 🏥🤔
Look closely at this scene at the hospital bedside. At first glance, it looks like a family grieving, but the details tell a much darker story. Everyone is asking: Who is the most filial here? Let’s break down what’s really happening: The Second Son: Is he holding the tube for support, or is he quietly cutting off the oxygen? 😱 The Youngest Son: He’s live-streaming, but is he there to show respect, or is he just looking for clicks and clout? 📱💔 The Eldest Daughter: She’s peeling a piece of fruit—but wait, the father is intubated and can’t eat. Is she just peeling it for herself? 🍎🙄 The Second Daughter: Look at her face—is that grief, or is she hiding a smile? 🤐 The Youngest Daughter: She’s fast asleep. Is she just young and naive, or is she the most disconnected of them all? 😴 That
TOPI just went frame by frame and the eldest son's silence stands out most. Yall really think the stream and apple are the main point?
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07-30 08:43
Dow Plunges 1,100 Points! Hawkish Fed Signals + Geopolitical Risks Collide — What Comes Next?
Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t
TOPI think this plunge is not just the Fed standing still, but the market is starting to reprice "higher rates for longer". In the past, funds have been betting on interest rate cuts, but now hawkish signals have shaken the valuation logic, especially technology stocks are under the most pressure. Coupled with the heating up of the situation in the Middle East and the rebound of oil prices, inflation risks may come back, and the market naturally reduces risks first. I think this is more like emotion and valuation correction than a sudden collapse of fundamentals. The follow-up still depends on whether inflation, 10-year U.S. bond yields and technology stock earnings can stabilize market confidence.
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07-30 09:08
Corporate News Roundup: AI Boom Contrasts With Chip Sector Warning — Tech Faces Sharp Divergence
[Love][Smile]Hi~Tigers Amid wild overnight swings on US equities, major corporates released a flood of critical updates across AI, semiconductors, cloud and aerospace sectors. Mixed signals have widened market divergence. 1. Double Positive Catalysts for OpenAI OpenAI’s CFO revealed the company’s annualized revenue in July surpassed total Q2 revenue, marking accelerating commercial traction for generative AI. In addition, Li Weng, co-founder of Thinking Machines, rejoins OpenAI. The return of top technical talent signals OpenAI’s ambition to reinforce its leading position in frontier AI model research. 2. Microsoft Cloud Eases Capex Fears $Microsoft(MSFT)$ delivered stronger-than-expected cloud growth in its quarterly results. The resilient cloud
TOPI think the biggest contradiction in the market now is not the slowdown of AI growth, but the fact that funds are beginning to re-evaluate "what kind of AI companies deserve high valuation".
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07-30 06:58
Nvidia’s Market Cap Battle: Big Tech CapEx Trends, Financial Backstop Concerns, and Federal Reserve Macro Pressures
$NVIDIA(NVDA)$’s recent trading action highlights a tug-of-war between strong underlying AI chip demand and growing structural concerns surrounding market valuation, financing, and macroeconomic headwinds. 1. Top Market Cap Spot: Apple Reclaims #1 $Apple(AAPL)$ recently overtook Nvidia for the world’s most valuable public company. The CapEx Divergence: Apple’s strategy of leveraging light capital expenditure—renting cloud compute and utilizing its massive installed device base—is being rewarded as high-margin free cash flow. Valuation Pressure on NVDA: While Apple is up roughly 24% year-to-date, Nvidia has lagged with modest mid-single-digit gains. Investors have grown uneasy over reports regarding Nvidia
TOPThanks for sharing, agree that the market is now testing whether AI CapEx can translate into sustainable cash flow.
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07-30 02:55
Some Are Starting to Bottom-Fish, But Aggressive Buying Is Not Advised Before September
The July FOMC confirmed no rate hike — that's good. The U.S. stock market really can't handle any more turbulence right now. It may seem "reasonable" that only South Korea and Japan are plummeting, but in reality, it's not reasonable at all. The 100,000-contract IGV weekly call position $IGV 20260731 88.0 CALL$ was closed before Tuesday's close. Although IGV continued to rise today, for weekly options with less than five days to expiration, the trading discipline is exactly that — open on the day, close on the same day or the next. The noteworthy point is that I initially thought this trade was betting on upside from MSFT and META earnings, and that after closing it would at least roll into a new position. But the block trad
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07-29 23:54
Meta Q2 Earnings Options Strategy: Block Trades Selling Calls Ahead of Earnings
I. Fundamentals: Revenue and EPS Expected to Beat Consensus Q2 results are expected to beat consensus on both revenue and EPS, with additional upside to EPS driven by the cost-cutting effect of a 10% headcount reduction in May and a 49% month-over-month decline in job postings during Q2. AI integration + external compute sales are emerging as new growth drivers. Based on rumors that Meta may reach a compute leasing agreement with Anthropic, the market has priced in an additional $5 billion in AI compute revenue expectations by 2027. The bull case is well-rounded (stable advertising + AI monetization + cost reduction + reasonable valuation). However, like Microsoft and Google, Meta is one of the heaviest capex spenders among tech giants — with both AI infrastructure and Reality Labs burning
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07-29 22:19
$LOW Eyes Turn To $244
$Lowe's(LOW)$ $Lowe's(LOW) +3.16% Rally Ignites Reversal, Momentum Builds for a $243 Test 🚀 Latest Close Data: 📊 LOW closed at $218.24 (+3.16%), decisively bouncing from the danger zone. The stock is now recovering from a deep correction, sitting roughly 25.5% below its 52-week high of $293.06. Core Market Drivers: 🏠 The home improvement sector caught a strong bid today, with LOW and peer Home Depot (HD) rising in tandem. Analysts are eyeing stabilization in housing turnover, while the broader market mulls a rotation from high-flying tech into cyclical value plays. The next earnings catalyst arrives on August 19th pre-market, with consensus EPS at $4.26. Technical Analysis: 📈 A powerful "Golden Cross" signal is flashing on the MACD. The MACD line s
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07-29 22:17
$PINS +3.66%, Is $26 Just the Beginning?
$Pinterest, Inc.(PINS)$ $Pinterest, Inc.(PINS) Soars +3.66%: AI Pivot Momentum Builds, Bulls Eye $26.08 Resistance! 🚀 📊 Latest Close Data: PINS closed at $24.36, up +3.66% on July 29, 2026. The stock is recovering sharply from its 52-week low of $13.84 but remains 39% below its 52-week high of $39.93. 📈 Core Market Drivers: The rally is fueled by persistent institutional confidence following Mizuho’s recent target raise to $31. 📢 The company’s strategic pivot to AI and its massive $4 billion AWS cloud deal (extending to 2031) are enhancing its visual search capabilities. 🌐 Strong Q1 results (18% revenue growth, 631M MAUs) continue to provide a solid fundamental backdrop. 🧠 Technical Analysis: The breakout is confirmed by strong momentum signals. 📊
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07-29 22:10
$GM +3.75%: A New High Changes Everything
$General Motors(GM)$ $GM Roars +3.75% to New 52-Week High, $90.30 Breaks Resistance as Bullish Momentum Surges Latest Close Data: GM closed at $90.30 on July 29, surging +3.75% with a massive intraday high of $91.15. This marks a fresh 52-week high, shattering the prior resistance near $90.59. Core Market Drivers: Fueling the rally, Jefferies upgraded GM to "Buy" and hiked its target to $99. Strong Q2 results drove an upward revision of the full-year profit guidance to $14B-$16B. The market is rewarding GM’s dominant high-margin truck business and rapidly shrinking EV losses. Technical Analysis: 🚀 Volume exploded to 13.38M shares, far exceeding the norm for a confirmed breakout. The MACD histogram is expanding aggressively with a DIF value of 1.74 a
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07-29 22:08
$YELP +3.75%: Is This the Start of Something Bigger?
$Yelp(YELP)$ $Yelp Inc.(YELP) +3.75%: Momentum Ignites as Local Ad Spend Recovers, $32 Target in Sight 🚀 Latest Close Data YELP closed at $27.40 on July 29, 2026, surging +3.75% from the previous close of $26.41. The stock is now trading 22.3% below its 52-week high of $35.26, leaving ample room for recovery as technical momentum builds. Core Market Drivers The rally reflects improving sentiment around local advertising recovery, with BlackRock maintaining its 18.12% institutional stake. Despite broader market volatility, YELP's stable float and strong ROE of 20.45% signal fundamental resilience. The recent capital flow data shows a subtle shift, with small lot buying dominating the session. Technical Analysis MACD is approaching a bullish crossov
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07-29 22:04
$UBER Rebound Is Taking Shape, With $76 Back in Focus
$Uber(UBER)$ $Uber Technologies(UBER) Surges +3.75%: Ride-Hailing Titan Momentum Builds, $76 Resistance in Sight 📊 Latest Close Data UBER closed at $70.74 on Jul 29, 2026, up +3.75% 🚀. The stock bounced sharply from its 52-week low of $65.41, though it remains well below its 52-week high of $101.99. 💡 Core Market Drivers The price action reflects a technical recovery from the July 25 sell-off triggered by Waymo’s exit plan. Sentiment is further buoyed by positive analyst commentary on the Delivery Hero acquisition, with RBC highlighting synergies exceeding initial estimates. Additionally, Uber Japan’s fee hikes demonstrate strong pricing power 💪. 📈 Technical Analysis The rebound is technically significant. RSI(6) has jumped from oversold territory
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07-29 22:01
$PYPL's 4% Rally Isn't the Whole Story
$PayPal(PYPL)$ $PYPL +4.01% Breakout: Fintech Giant Surges Past Resistance on M&A Buzz, Targeting $60-$62 Zone 📊 Latest Close Data PayPal closed at $58.32 on Jul 29, spiking +4.01% with heavy volume (22.9M shares, 1.69x Vol Ratio). The stock is decisively breaking out from a consolidation base, though still -26.6% below its 52-Week High of $79.50. ⚡️ Core Market Drivers The rally is fueled by a takeover catalyst: Stripe and Advent are reportedly pursuing a buyout at $60.50 per share, seeking a deal by month-end. Additionally, Morgan Stanley recently hiked its target price from $34 to $45, reinforcing institutional confidence in the turnaround narrative. 📈 Technical Analysis Momentum is surging into overbought territory. The RSI(6) spiked to 85
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07-29 21:57
$AMGN Is One Step Away From a $400 Milestone
$Amgen(AMGN)$ $Amgen Inc.(AMGN) Soared +4.48% to New 52-Week High: Biotech Giant Breaks Out, Momentum Overload, $398-$400 Zone in Sight 🚀💊 📊 Latest Close Data: AMGN rocketed to a closing price of $393.10, a massive surge of +4.48%. The stock hit a new 52-week high of $398.00 during the session, decisively conquering the prior resistance near $394.62. The evening session extended gains to $398.81, signaling intense buying pressure. 📈 Core Market Drivers: A powerful combo of bullish catalysts fueled the breakout. Barclays lifted its target to $360, but the real spark was the pre-earnings momentum with consensus estimates pointing to ~$94.25B in revenue and $5.62 EPS. This follows a series of recent price-target hikes from UBS and others, creating a