830
·
08-10
$Salesforce.com(CRM)$ CRM and others like adobe, msft software sell off is way overdone & unjustified. No company will just stop using software just to save a bit to risk their operations especially everything is working well over the years. They are the gold standards. In fact, software stocks are recovering.Take advantage of this irrationality.
TOPEdRoy: Been in CRM 5+ years and sat through 3 drawdowns over 20%, this selloff looks even more detached than 2022. You seeing real weakness anywhere?
350
·
08-10
$Tesla Motors(TSLA)$ When will we see profits again?
463
248
·
08-10
JMIA Signals a Bottom, $6.28 Breakout Could Unlock $7.90
$Jumia Technologies AG(JMIA)$ $Jumia Technologies AG (JMIA) Surged +8.79%: E-Commerce Pioneer Reverses Downtrend, $6.28 Breakout Ignites Recovery Hopes Latest Close Data: JMIA closed at $6.19, surging +8.79% with heavy volume. The stock bounced sharply from its 52-week low of $5.49, though it remains 57.9% below its 52-week high of $14.72. Core Market Drivers: The African e-commerce leader staged a powerful reversal despite a P/E of -12.25 and negative EPS of -0.51. The surge appears driven by short-covering and technical buying, as short volume ratios remained elevated above 23% recently. The lack of negative company-specific news suggests stabilization after a prolonged downtrend. Technical Analysis: Volume spiked to 2.3M, a 1.60x Volume Ratio,
624
·
08-10
$VanEck Semiconductor ETF(SMH)$
424
·
08-10
$Lam Research(LRCX)$ going back to ATH
873
·
08-10
$UOB(U11.SI)$ I see good growth. Bought more stock when it went down last friday
TOPI admire that I didn't lose after reading your sharing[哇塞]
323
2.84K
·
08-10
$OCBC Bank(O39.SI)$
TOPHeld through 08 too, these bank dividends really do the heavy lifting. You dripping them back in or just collecting now
210
·
08-10
$NVIDIA(NVDA)$ here we go. Glad to hv held
4.18K
·
08-10
$Intel(INTC)$ A bet in the past and hope it will continue to grow in the future. Despite a new competition from new CXMT and it expected to dominate the whole of China market going forward in the coming years. At least for the present, Intel will still keep growing maybe not too fast pace, but a slower pace. Looking at USD150 mark at end of year, I hope. : )
TOPCXMT owning all of China feels too simplified lol, did you price in local partnerships and geopolitics?
525
·
08-10
$DBS(D05.SI)$ Waiting for you at $80 [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]
391
·
08-10
$Jardine C&C(C07.SI)$ dividend still attractive but price can't up ..why
TOPçonpany sold out to Indonesian conglomerate for s$265mil cash
523
693
·
08-10
Global equities are in a bull market, US equities are in a broad-based upswing
Weekly S&P500 ChartStorm - 9 August 2026 This week: global equities, technical check, tech stocks, credit and macro, volatility signals, wealth and boomers, the most hated investment... Learnings and conclusions from this week’s charts: Global equities are in a bull market (path of least resistance = higher). US equities are in a broad-based upswing. Investors are scrambling into tech stocks at a record pace. Calm macro is keeping the lid on credit spreads. (but) VIX seasonality says stay alert to Q3 surprises. Overall, the global equity bull market rages on, and with supportive-benign macro the path of least resistance is likely higher. That said, VIX seasonality and known tail risks suggest still having a plan and process on the risk management front…
2.79K
·
08-10
Celebrating The Success of 2 Singapore Tech Stocks:ST Engineering & AEM
🌟🌟🌟As the National Day fireworks lit up the sky over the National Stadium on August 9, we celebrate more than just lines on a map. We celebrate a truimph of improbable survival. As a Singaporean, I am deeply proud of how far our homegrown enterprises have come. $ST Engineering(S63.SI)$
TOPMissed the boat [Cry]
864
·
08-10
GOLD: Gold Consolidated and Pulled Back
The most striking development in global financial markets last week was undoubtedly the strong rebound in gold prices. Following the shock of U.S. July nonfarm payroll data falling far short of expectations, spot gold prices surged last Friday to a seven-week high, not only recording their largest weekly gain so far this year but also triggering a marked shift in market expectations regarding the Federal Reserve’s policy path. At the same time, subtle changes in the geopolitical situation in the Middle East provided further support for gold prices. During early Asian trading on Monday (August 10), gold consolidated and pulled back, currently trading around $4,320. This week, the market will see a series of key data releases, among which the U.S. Consumer Price Index (CPI) due out on Wednes
8.06K
·
08-10
Hedging Tech Portfolios Against Fed Rate Hikes: Macro Strategies and Tiered Allocation
Neither binary extreme—indiscriminate bargain hunting nor panic-selling ("running for your life")—is optimal during macro-driven tech volatility. The sharp swing in technology and semiconductor stocks reflects a market caught between two forces: monetary policy uncertainty heading into the Federal Reserve's September rate decision and heightened scrutiny around AI capital expenditure ROI paired with dot-com era volatility levels. With the Fed split following its July rate hold (where 3 FOMC members dissented in favor of a 25 bps hike), incoming inflation and economic data will dictate whether interest rates stay restricted or rise further. High-growth tech stocks carry high duration, making them disproportionately sensitive to rate fluctuations and yield curve shifts. Portfolio Positioning
1.24K
·
08-10
Trading Ideas: Investing Wisdom
Hello everyone! Today i want to share some trading skills with you! 1 8 Business Models $Apple(AAPL)$$Amazon.com(AMZN)$ 2 Examples of companies who have successfully utilized the "7 Powers" framework 3 𝗪𝗵𝗮𝘁 𝗶𝘀 the 𝗔𝗹𝘁𝗺𝗮𝗻 𝗭-𝗦𝗰𝗼𝗿𝗲? Here's everything you need to know: 4 "Just keep buying" 5 You Can Be a Stock Market Genius by Joel Greenblatt 6 How to not lose money in the stock market: 1: Wait longer 7 It's funny how investing suddenly becomes a priority when you stop thinking about what money can buy today and start thinking about how much it can be worth in 20 years.