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08-10
PLTR Explodes 10%: AI Momentum Points to $200
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc. (PLTR) Soars +10.32%: AI Powerhouse Reignites Momentum, Targeting $181 Resistance Latest Close Data: PLTR closed at $172.01, surging +10.32% on massive volume. The stock is now just 17% below its 52-week high of $207.52, demonstrating a powerful recovery rally. Core Market Drivers: The explosive move is fueled by strong institutional accumulation, with 5-day capital flow showing a net inflow of $175.2M. The rally aligns with the AI sector rotation, as recent earnings highlighted robust demand for Palantir's AI platforms, overshadowing a minor top-line miss. Technical Analysis: Today's breakout is validated by a volume spike to 77.58M shares, significantly above average. The MACD histog
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08-10
【Live Recap 2】From Safe Haven to Alpha: Edward Pye's Case for Small & Mid Caps
Speaker: Edward Pye (Intermediary Distribution Director, Amova Asset Management) Live Date: August 4, 2026 (Live Review>>) In this livestream, Edward Pye made the structural case for Singapore equities — resilient performance, a widening dividend lead, and valuations that still leave room to run — before zeroing in on why he sees the most compelling opportunity sitting specifically in Singapore's under-researched small and mid-cap space, and how Amova's newly launched funds are built to capture it. Want a deeper dive? We broke this session down into 4 full recap articles, each covering a different piece of the puzzle>
TOPShyon: I’m increasingly bullish on Singapore equities, especially after seeing how the market is evolving beyond the traditional banks and REITs. The combination of attractive valuations, a strong dividend yield and the S$6.5 billion EQDP gives me confidence that the STI’s recent strength could have more room to run. Personally, I find the small- and mid-cap space particularly interesting because lower research coverage can create more mispricing and opportunities for active investors. I also like the emergence of “New Singapore” sectors such as digital infrastructure, energy transition and advanced manufacturing. For me, Singapore is no longer just a defensive market—it is increasingly becoming a market where stability and selective growth can coexist.
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08-10
【Live Recap 1】STI Crosses 5,000 — Kenny Loh on the Rally, Forecasts & Portfolio Building
Speaker: @Kenny_Loh (Wealth Advisory Director, S-REIT Specialist & SGX Academy Trainer) Live Date: August 4, 2026 (Live Review>>) In this livestream, Kenny Loh unpacked what's actually driving the Straits Times Index's break past 5,000 — 60 years of history, record ETF inflows, and a range of institutional forecasts stretching all the way to 10,000 by 2040 — before walking through his own client-facing framework for turning a market view like this into a real, risk-calibrated portfolio. Want a deeper dive? We broke this session down into 4 full recap a
TOPI think the most difficult thing to really implement in the four-step process is rebalancing. Demand discovery and risk assessment are relatively rational, but when a certain market continues to rise, it is often in conflict with people's emotional instinct to really sell some winners and cover assets with lagging performance. Those who rise well are reluctant to sell, and those who fall much are afraid to buy, which is also the reason why many combinations finally deviate from the original risk target. So my approach is to set asset proportions and rebalancing ranges in advance, rather than waiting for market volatility to make temporary decisions. I think long-term discipline is more important than point prediction than predicting whether STI will be 6,000 or 10,000 points by 2040.
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08-08
💰 Everyone Says “Buy the Dip.” I’m Still Holding Cash. Here’s Why.
#[🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?] There is a strange assumption in markets that being bullish means you need to be fully invested. I don’t agree. I remain bullish on the long-term AI opportunity. I already have exposure through names including $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$, alongside broader positions such as $SPDR S&P 500 ETF Trust(SPY)$. But I am deliberately not fully invested yet. That is not because I think AI is dead. It is because I think keeping cash available is an investment decision too. 📉 A falling stock is not automatically a cheap stock This is the part I think gets lost during big corrections. When a stock drops 20%, 30% or even 40%, our brains immediately compare the new price with the old high. It looks cheap because it used t
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08-09
Prepare for the Reset: A Market Correction Could Open the Next Big Opportunity
$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ Within the broader monthly trend structure of the U.S. equity market, June ultimately closed in line with the general outlook presented in our May Monthly Investment Report, characterized by limited upward momentum alongside continued alternating fluctuations between advances and pullbacks. However, the magnitude and intensity of the downside movement during June developed more aggressively than origin
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08-10
10 Overlooked Stocks That Could Surge With SpaceX
Everyone forgot about these 10 stocks. They can easily 10x when $SpaceX(SPCX)$ does: 1. $POET Technologies Inc(POET)$ Optical interposer for AI networks. $50M Lumilens order already booked. 2. $T1 ENERGY INC(TE)$ US solar and battery manufacturing. Sitting 53% off its high. 3. $Keel Infrastructure Corp(KEEL)$ 2.2GW AI data center pipeline priced like a bitcoin miner. 4. $Lightwave Logic, Inc.(LWLG)$ Electro optic polymers for AI optics. Down 65% from $18.71. 5. $Nokia Oyj(NOK)$ Nvidia backed AI RAN. €2.8B in AI orders last quarter. 6.
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08-10
$SPX 7,900 Target Remains in Play
My August 5 outlook continues to play out. $S&P 500(.SPX)$ reached the first target at 7,700, and the broader bullish structure remains intact. After a period of consolidation, price bounced directly from the Daily FVG, confirming that buyers are still defending the key support zone. With momentum remaining strong, 7,900 is now the next major target, representing the 50% extension of Wave 3. If momentum continues, a move toward new highs could develop early this week. However, I’m not chasing price at these levels. The market is already extended after the recent rally, which makes the risk/reward less attractive for fresh longs. Instead, I’m watching for another pullback into the next bullish Daily FVG. A clean retest followed by a successful
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08-10
5 Things I Expect to Rise in July CPI
Five areas could come in hotter when July CPI is released Wednesday: Oil: Crude $WTI Crude Oil - main 2609(CLmain)$ jumped 22% in July as fresh Middle East fighting pushed energy prices higher. Shelter: Rent and owners’ equivalent rent continue to rise month after month. Electricity: Summer cooling demand and growing data-center power consumption are putting upward pressure on utility bills. Auto Insurance: Premiums are still being repriced as repair and replacement costs remain elevated. Food Away From Home: Higher restaurant labor costs continue to push menu prices higher. The Street expects 0.1% headline CPI, 0.3% core CPI, and 3.2% year-over-year inflation. The biggest wildcard remains shelter. If it comes in hotter than expected, the infl
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08-10
Why I’m Betting on TSLA’s Next Big Run
10 years ago, I was buying $Tesla Motors(TSLA)$ at $160 it spiked 2500% to $4000+ $TSLA always does a massive run at this entry point. And its happening again right now. Here's the exact option contract I'm buying: I like Dec 2028 $600 calls for $51, but if you have a small account less than $1000. Choose this one here... June 2027 $600 calls for $12. So just wait a few days and get this one under $10. There's about 10 more of these golden gem plays, Let me know if you want all of them! The most dangerous thing that can happen to your finances is your neighbor getting rich. Here's why: A neighbor wins $1,000 in the lottery and bankruptcies on your block rise 2.4%. Researchers at the Philadelphia Fed pulled lottery data from Alberta and tracked wha
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08-10
OPEN’s Story vs. Reality: Revenue Collapses, Losses Explode
The $Opendoor Technologies Inc(OPEN)$ gang didn't like me pointing out the company's operational disaster, but the Q2 earnings release were an incredible showing of reality distortion. Management: "Everything Is Up. Except Costs." Reality: Revenue fell 44% and operating loss was over 10x higher than a year ago. And for a company that's "not an iBuyer" they bought 149% more homes than a year ago and have $1.8 billion of inventory in the balance sheet. Ohh, and the stock is down 22% since my tweet. Cults can be great for a good business, but they're detrimental when the business doesn't match the story they tell themselves.
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08-09
Buy the Dip or Run for the Exit? Navigating the Great Tech Recalibration: Structural Shift or Market Bubble? The past month has delivered a brutal reality check across global equity markets. Investors who spent the early part of the year riding the artificial intelligence narrative are now staring at a sea of red. Macro headwinds, shifting capital allocations, and valuation fatigue have triggered a steep sell-off across key indices. South Korea’s KOSPI Index fell 43.9%, the ChiNext(399006) dropped 27.9%, and while the NASDAQ(.IXIC) declined by a comparatively modest 10.2%, individual semiconductor and high-growth technology tickers suffered disproportionate losses. Semiconductor giants like Micron Technology$美光科技(MU)$ plummeted 41.2%, Sa
TOPCapex is the key tell for me. If hyperscalers keep spending, MU and Nvidia still look like long game winners
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08-07
$SPCX 20260807 120.0 CALL$ I guess no one is selling
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08-08
$e.l.f. Beauty Inc.(ELF)$ Traded this position for a few years already. Sold it when it was 100+ dollars and made a good profit. Bought back at around 80 and DCA to avg 60 plus. Now the train is heading towards 100+ again. Everyone sleeping on a beauty company and rush towards AI. Why don't look into a company which targets the female market. Even when market crash, females will still want to look and feel good using the power of cosmetics. 🥰
TOPWho said AI is automatically the better trade lol. I'm flat here and waiting for a pullback first, you really think the market keeps ignoring this at 100+?
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08-08
$SNDK 20260807 1000.0 PUT$ this is premium for 1 lot. Expired worthless. Pocketed the whole amount
TOPWow how long did you hold it?
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08-09
STI Gains 1.24% as Gold, Fintech and China Tech SDRs Lead
The Straits Times Index $Straits Times Index(STI.SI)$ edged up 1.24% weekly and closed at 5,698.43 as of August 7th. The index has now surged nearly 22.6% YoY, with gold ETFs, fintech names, and China tech SDRs driving this week's gains while energy and property names lagged. Weekly Sector Stars: Real Estate Development (+46.05%), Transaction & Payment Processing Services (+25.34%), Office Services & Supplies (+20.13%), Oil & Gas Refining & Marketing (+20.03%), and Gold (+14.40%) dominated the leaderboard — though several of these moves were likely low-volume anomalies or idiosyncratic re-ratings. 9 Popular Stocks: $SS SPDR S&P500 USD(S27.SI)$ +3.19% — The Singapore-listed S&P
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08-09
ASX 200 Surges 3.19% to Record as Miners, Biotech & Industrials Lead Rally
$S&P/ASX 200(XJO.AU)$ jumped 3.19% weekly and closed at a fresh record high of 9,263.6 as of August 7th 2026, driven by a powerful rebound across miners, financials, healthcare, and industrials. The index broke decisively above the 9,000 psychological level as commodity price stabilization, strong earnings, and global risk-on sentiment converged. Weekly Sector Stars: Independent Power Producers & Energy Traders (+22.12%), Aerospace & Defense (+18.51%), Pharmaceuticals (+17.95%), Consumer Electronics (+16.11%), and Construction Materials (+15.57%) led — though several of these moves were likely low-volume anomalies. Weekly Top 10 Popular Stocks: $BHP GROUP LTD(BHP.AU)$ +5.41% — The world's
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08-09
Beyond the "Beat or Miss": Why Singapore REITs Must Reclaim Forward Earnings Guidance
When UI Boustead REIT recently reported its maiden financial results post-listing, the market's initial reaction followed a predictable media script: Net Property Income (NPI) had fallen 4.3% below its prorated IPO forecast. Predictably, short-term observers focused heavily on the variance. Yet a closer look under the hood revealed a remarkably resilient business. Portfolio occupancy improved meaningfully, the Japan assets achieved full committed occupancy, Singapore rental reversions remained firmly positive, property operating expenses came in below budget, and joint venture contributions exceeded expectations by a wide margin. The 4.3% NPI shortfall was driven almost entirely by two macro and operational factors: a weakening Japanese Yen and a minor delay in lease commencement at one Ja
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08-09
The Bull Run Isn’t Over, But the Correction Window Is Opening
$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $iShares Russell 2000 ETF(IWM)$ Key Takeaway USMAI closed June 2026 at 8,089.4, a −1.78% correction that follows May's +7.06% structural advance and represents the framework's first monthly decline since the Uptrend's acceleration phase began. The correction has arrived within the Ascending Rectangle's expected structural envelope — the
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08-07
Free Weekly Stock Market Commentary 8/7/2026
By Lawrence G. McMillan A little more than a week ago, the FOMC meeting concluded (on July 29th), and traders were not happy. They sold the market before and after the meeting, closing $SPX that day at 7316. But then a series of events both real and psychological took place that released a buying panic. The net effect of this was that $SPX has broken out to new all- time highs, and has not fallen back below the old highs at 7620. That makes the $SPX chart bullish again, for the first time in a while. Targets are always nebulous things, but this could take $SPX to 8,000 or so. Equity-only put-call ratios have not rolled over to buy signals. As much as $SPX has risen, it has been accompanied by continued buying of puts on stocks. That is for protection most likely. So, even though these put-