To The Moon

After several brutal sessions, global technology stocks finally staged a powerful rebound. The Nasdaq rose 2.8%, while Microsoft’s post-earnings surge helped lift AI chips, cloud stocks and data-center names across the board. The move became even more dramatic in Asia. South Korea’s KOSPI jumped sharply, with Samsung Electronics and SK hynix surging as investors rushed back into semiconductor names. Taiwan’s market also rebounded strongly, led by TSMC. At first glance, this looks like a classic V-shaped reversal. But the more important question is: Has the correction really ended, or is the market only beginning a longer U-shaped repair process? Why did the rebound happen so quickly? The first reason is earnings. Microsoft showed that AI spending can already translate into cloud revenue, p

On Thursday evening I hosted a livestream on whether this Fed meeting will burst the AI bubble, and how we should be positioned for it. There were a great many charts and I moved through them fairly quickly, so not everyone will have been able to follow in real time. What follows is a written walk-through of that session — the key judgements, the charts, and every operating condition I laid out on the night, kept as close to the original as possible. Let me put the conclusion up front. Holding rates steady in July was in line with expectations, but going into the meeting the probability of “no change” was only 65.8%, whereas heading into past meetings it has typically been above 80% — which tells us the market's ex

The Federal Reserve kept interest rates unchanged this week — but the decision was far from uneventful. On July 29, the Federal Open Market Committee voted 9–3 to maintain the federal funds rate at 3.50%–3.75%. The surprise was dissent. Three policymakers — Beth Hammack, Neel Kashkari, and Lorie Logan — wanted the Fed to raise rates by 25 basis points instead. That changes the conversation for markets. For months, investors have mainly asked: When will the Fed cut rates again? Now another question is back: Could the Fed actually need to hike again? The answer will depend heavily on inflation, employment, oil prices and Treasury yields over the coming weeks. 🎁 Read to the end and share your market view in the comments — thoughtful insights may come with a little Tiger Coins surprise. 🎯 5 Ke

Microsoft surged 15% after delivering stronger-than-expected quarterly results, as robust Azure growth helped ease concerns over the company’s massive AI spending. Several Tiger traders caught the rally. $Microsoft(MSFT)$ 👏 Congrats to @Aaronykc, who bought the dip in Microsoft and made US$9,901! 👏 Congrats to @3i4i592654, who made US$9,017! 👏 Congrats to @Terra_Incognita, who made US$9,005! 👏 Congrats to @xiaomaoyizi , who made US$6,538! 👏 Congrats to

Corning has survived world wars, recessions, technological revolutions and the collapse of entire industries. Yet one of the oldest companies on the New York Stock Exchange has just experienced its sharpest one-day share price fall since 30 July 2002—not because it missed earnings, but because it wasn't quite optimistic enough. That alone tells me everything about today's market. $Corning(GLW)$ delivered another strong quarter, with core earnings per share climbing 30% and comfortably beating expectations. The problem wasn't what the company achieved. It was what management expected next. Revenue guidance of $4.9-$5.0 billion landed fractionally below the market's expectation of around $5 billion, and investors wasted little time reminding everyone