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My favorite stock from this week’s list is $RKLB. I think Rocket Lab has an interesting long-term story, not only because of its launch business, but also its Space Systems segment and the potential of Neutron. The valuation is not cheap and execution risk is still high, but if the company continues to deliver, I believe the upside could be substantial. I also like $CSCO as a more established choice. AI data centers are creating strong demand for networking infrastructure, so I’ll be watching its EPS, revenue growth and management guidance closely. For dividends, $IBM stands out to me because it offers a combination of income and exposure to AI/software growth. Overall, I don’t think investors should focus only on whether EPS beats estimates. Guidance, margins, cash flow and future
TOPLeoIII.: RKLB is the one I'd lean to as well, Space Systems is the hook for me. Valuation is rich though, what PE even feels fair here?
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(Full Article) - Preview of the week (10Aug2026)
Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be passed on to consumers.
TOPSE risk looks bigger than leverage here. Cash flow and competition feel nastier, no?
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🌟🌟🌟 $SpaceX(SPCX)$ defied gravity and launch into orbit with a 15.83% jump in a single day last week. Is this a valuation rush or an orbital bubble? Just when the bears thought that SpaceX was grounded due to its eye watering USD 18.4 billion quarterly infrastructure spend, SpaceX defied all expectations & shot up like a rocket to the moon. That single day rip injected a casual USD 327 billion in market value back into the company. For context, that daily gain alone is worth more than the entire market cap of Netflix. Talk about an elite valuation rush! Why Is It A Valuation Rush? Wall Street expected early insiders to dump their stock the second the post IPO lockup expired. Instead, insiders held the line, giving the
TOPI checked the Q1 numbers, what did that 18.4B infra spend do to free cash flow? This rush can burn hot, but can it fund itself
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🌟🌟🌟The high flying memory sector has just hit an unexpected patch of turbulence. $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ & $Micron Technology(MU)$ fell, giving investors a severe case of heartburn! What happened? Changxin Technology $Cxmt Corporation(688825)$ had a blockbuster Shanghai IPO, skyrocketing over 460% to a huge USD 500 billion valuation. To add fuel to the fire, $Roundhill Memory ETF(DRAM)$ officially included CXMT into its holdings. It triggered widespread anxiety that cheap Chinese supply is about to flood the market. To me, this is a Buy the B
TOP500B and cheap supply still feels like a leap. I grabbed DRAM for the rebalance flow, but how long does that passive bid really last?
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🌟🌟🌟Is $NVIDIA(NVDA)$ mispriced or has the AI bubble popped? I believe that NVIDIA is mispriced. Why? Despite controlling a monopoly on AI computing, NVIDIA is trading at a P/E ratio of just 34.2x. For a company growing its earnings per share at a CAGR of 40%, Bank of America notes that this is the lowest valuation metric in a decade. Elon Musk said that he is building his $SpaceX(SPCX)$ entire next generation AI computing clusters exclusively on NVIDIA's Vera Rubin architecture. Analysts said that this is worth USD 100 billion in revenue for NVIDIA. CEO Jensen Huang said that the multi year AI supercycle is just beginning. With NVIDIA's earnings call scheduled for Au
TOP34.2x for 40% EPS CAGR still looks cheap to me. If August guide stays clean, where's the bubble exactly
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🌟🌟🌟 $Tesla Motors(TSLA)$ EV romance is currently in a mid life crisis with declining sales & cut throat competition. Enter the humanoid robot Optimus. But is this just another beautifully painted pie in the sky or are we looking at the engine of the next industrial revolution? I believe this could be the start of the next revolution. However it is still in its early innings. Until Tesla achieves massive economies of scale, building robots will require heavy Capex for the next 3 to 5 years. So is Tesla a Buy? If you are pricing Tesla as a car company trying to fight off cheaper Chinese EV competitors, then it is wildly overvalued. But if you are buying Tesla as an ecosystem play on the future of physical AI,
TOPI buy the AI stack, not the car multiple. Optimus is the bet here — you really think the market keeps pricing Tesla like just another EV maker?
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08-10
[Events] Gold Jumps 7% — New High or Pullback This Week?
Gold is back in the spotlight.After surging more than 7% last week, gold posted its strongest weekly gain since January. U.S. gold futures have also reclaimed the $4,400 level, while spot gold is trading around $4,340. $XAU/USD(XAUUSD.FOREX)$ $Gold - main 2612(GCmain)$ The rally accelerated after a surprisingly weak U.S. jobs report cooled expectations for another Federal Reserve rate hike. A softer rate outlook pushed Treasury yields and the U.S. dollar lower, giving gold another boost. What to watch ？ The U.S. will release July CPI on Wednesday, August 12, followed by PPI on Thursday, August 13. Both reports could quickly reset expectations for the Fed — and determine whether gold’s rebound
TOPIf the US releases accurate data, then Gold would have been $5000 by now. Trump administrations has punished everybody who published numbers that don't look good on Trump. Jobs numbers are definitely down !
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DDD Rebounds From Lows, Bulls Target $4 After CEO Exit
$3D Systems(DDD)$ $3D Systems Corp (DDD) +4.24% Surge: CEO Exit Sparks Turnaround Hopes, Momentum Targets $4.00 Resistance 💡 Latest Close Data: DDD closed at $3.69 on Aug 10, 2026, rallying +4.24%. The stock is extending its recovery from the 52-week low of $1.70, now trading just -10.4% below its 52-week high of $4.12. 📈 Core Market Drivers: The strong momentum is fueled by the recent announcement that CEO Jeffrey Graves will step down, which triggered a +15% single-day spike as investors bet on a strategic turnaround. 📰 The broader 3D printing sector is seeing renewed interest, though company-specific fundamental challenges remain with negative ROE (-21.28%). Institutional holders like BlackRock (6.64%) and Vanguard (3.56%) provide stability. 🏛️
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08-10
QCOM Jumps 5%, Chip Giant Eyes $180 Next
$Qualcomm(QCOM)$ $Qualcomm (QCOM) +4.66% Surge: Chip Giant Reclaims Momentum, Targeting $168 Breakout 🚀 Latest Close Data: QCOM closed at $167.86 on Aug 10, 2026, surging +4.66%. The stock is bouncing sharply but remains -35.4% below its 52-week high of $259.92. 📈 Core Market Drivers: Qualcomm reversed early post-earnings losses as bargain hunters stepped in. The market digested the prior week's Q3 report showing a -25% Net Income drop and weak guidance. However, the company's official announcement to raise product prices by Sept 1 to offset supply chain costs is fueling margin recovery hopes. 💼 Technical Analysis: A Golden Cross is forming as the MACD line turns bullish. The MACD histogram is printing a positive value of +0.70, signaling a moment
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Unity’s AI Growth Story Returns: Can It Break $44?
$Unity Software Inc.(U)$ $Unity Software Inc.(U) Surges +5.37% on Strong Q2 Beat, Gaming Engine Giant Eyes $44 Resistance 🚀 Latest Close Data: Closed at $43.00 on Aug 10, surging +5.37% with session volume of 18.56M shares. The stock is now trading just 17.5% below its 52-week high of $52.15, signaling a powerful recovery rally. Core Market Drivers: The rally was fueled by broad market strength, but the primary catalyst remains the echo of its stellar Q2 earnings beat. Stifel and BofA Global Research recently upgraded the stock to Buy and hiked the price target to $50, citing accelerating revenue growth and the successful ramp of its AI-driven ad platform, Vector. Technical Analysis: The breakout is confirmed by a massive bullish MACD crossover; DIF
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SWKS Surges 6%: Qorvo Deal Clears Hurdle, $75 Breakout in Sight
$Skyworks Solutions(SWKS)$ $Skyworks Solutions (SWKS) +5.66% 🚀: RF Giant Ignites Breakout, $106 Target Eyed as Momentum Builds Latest Close Data: Skyworks Solutions (SWKS) surged to $70.62 on Aug 10, 2026, a powerful +5.66% gain. 🗽 This vaults the stock significantly above its recent support, now targeting a recovery from its 52-week high of $90.90. Core Market Drivers: The momentum is fueled by the expiration of the HSR antitrust waiting period for its Qorvo acquisition, clearing a major regulatory hurdle. 🤝 This catalyst validates the deal's cost synergy potential, earlier highlighted by RBC Capital Markets, driving strong institutional re-rating after a prior KeyBanc downgrade. Technical Analysis: The breakout is confirmed by explosive volume (
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HLF Jumps 7%, Short-Squeeze Momentum Builds Toward $14.36
$Herbalife(HLF)$ $Herbalife (HLF) Jumps +7.30% to $12.35: Short Squeeze Momentum Brewing, $14.36 Resistance in Sight 📊 Latest Close Data: HLF closed at $12.35 on Aug 10, 2026, surging +7.30%. The stock is still 39.46% below its 52-week high of $20.40 but has bounced significantly from its $7.56 low. 📈 Core Market Drivers: Herbalife's stock staged a powerful breakout amidst a high short-interest environment. The short volume ratio spiked to 24.41% on Aug 5, indicating heavy bearish positioning that is now being squeezed. A massive capital flow reversal was seen, with Aug 5 outflows of -$110.39M flipping to substantial buying pressure. ⚙️ Technical Analysis: Volume surged to 2.32M shares (Volume Ratio: 1.21). The MACD is showing a bullish crossover,
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$XE 20270115 25.0 CALL$ get it before it explode. Still below IPO price!
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$MSFT 20281215 400.0 CALL$ 🩷Good improvement
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$Taiwan Semiconductor Manufacturing(TSM)$ Seems like I might a good choice to buy a bit when it drop near 20%
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SpaceX vs Rocket Lab: David vs Goliath - Which is a Better Buy?
🌟🌟🌟Forget about the standard tech rivalries. The ultimate billionaire space race has officially entered the public stock market. Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$
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🎁AI Infrastructure Rally! AMD PTs Lifted, Lumentum & CoreWeave ERs Comes— What's Your Pick？
[Smile]Hey Tigers! This week, the AI infrastructure space is hitting a triple-header. $Advanced Micro Devices(AMD)$ just dropped its Q2 scorecard on Aug 4 — revenue up 50%, data center doubling — and despite a short-term pullback, Wall Street has lifted price targets to ~$630. Meanwhile, $Lumentum(LITE)$ and $CoreWeave, Inc.(CRWV)$ are both reporting after the bell tonight (Aug 11 ET / Aug 12 SG time). One is the optical comms underdog; the other, the GPU cloud upstart. Together with AMD, they cover the compute layer, interconnect layer, and cloud layer of the AI infra stack — a full value chain. 1. AMD: Numbers Won, Valuation Resetting AMD's Q2 was a blowout acro
TOPAI Infra: Which One Stands Out? $AMD$, $LITE$ and $CRWV$ represent three different layers of AI infrastructure: compute, optical connectivity and AI cloud. AMD's Q2 was strong, with revenue up 50% YoY and Data Center revenue more than doubling. Despite the post-earnings pullback, the bigger story is whether Helios and its next-gen AI systems can drive another growth cycle. For Lumentum, the key is 1.6T optics, EML supply and OCS adoption. If these accelerate, the optical bottleneck could become a major earnings catalyst. CoreWeave offers the fastest growth, but also the biggest risk. Investors need to watch its $99B backlog, margins, CapEx and debt load closely. My take: AMD for long-term strength, LITE for the optical bottleneck, CRWV for high-growth/high-risk exposure. The AI boom is still expanding. The real question now is: who captures the most profit from it? @WallStreet_Tiger [龇牙]
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