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486
General
Player 456
·
08-11
$Joby Aviation, Inc.(JOBY)$   One of the Most Promising Names in the Future of Aviation Joby Aviation stands out to me as one of the strongest and most established companies pursuing electric air-taxi transportation. What I like about Joby is the amount of serious engineering, testing and regulatory work behind the vision. Building an eVTOL aircraft is one thing; creating an aircraft that can eventually be certified, manufactured at scale and operated commercially is a much bigger challenge. Joby appears to understand that very well. There is still considerable execution risk, and investors should remember that this is an emerging industry rather than an established profitable business. However, if electric air
$Joby Aviation, Inc.(JOBY)$ One of the Most Promising Names in the Future of Aviation Joby Aviation stands out to me as one of the strongest and mo...
TOPOYoung: Got burned on airline names before, but JOBY at least has real engineering behind it. Still feels like a small long bet to me though—certification is the whole game, no?
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Player 456
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08-11
$Grab Holdings(GRAB)$   But the Stock Still Has a Lot to Prove Grab is undoubtedly one of the most recognisable technology platforms in Southeast Asia, with a strong ecosystem covering ride-hailing, food delivery and financial services. Its scale and market presence give it advantages that smaller competitors may struggle to replicate. However, as an investment, I remain somewhat cautious. Despite the strength of the Grab brand, the share price has struggled to generate sustained momentum, and investors have been waiting a long time for the company’s growth story to translate into consistently stronger returns. Competition across Southeast Asia remains intense, while maintaining growth without relying heavily on
$Grab Holdings(GRAB)$ But the Stock Still Has a Lot to Prove Grab is undoubtedly one of the most recognisable technology platforms in Southeast Asi...
TOPbreezyk: Not expensive maybe, but sub-10% unit economics after incentives doesn't scream sustainable profits to me. What changes that here?
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koolgal
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08-11
🌟🌟🌟 $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ fell 7% today because Intel unleased a huge USD 20 billion surprise share dilution into the semiconductor sector.  This triggered a broad risk off rotation out of tech and into value stocks. This drop represents a healthy, high volatility change of hands rather than a structural market peak.  The macro bull run for AI hardware & data center remains unbroken. For new investors, SOXL is a leveraged ETF designed to deliver 300% or 3x of the daily performance of the NYSE Semiconductor Index. When you buy SOXL, you are taking a supercharged, triple strength bet on giant chipmakers like NVIDIA, AMD, Broadcom, Micron & Intel. The catch is SOXL is built strictly for day trading or
🌟🌟🌟 $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ fell 7% today because Intel unleased a huge USD 20 billion surprise share dilution into th...
# The boss asked me to issue coins
TOPAdairHoratio: Healthy rotation maybe, but SOXL decay in chop is the real pain. Down 7% means the bounce math gets uglier fast, no?
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koolgal
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08-11
🌟🌟🌟Is $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ a Buy right now?  Yes SOXL is a tactical Buy but only if you have the stomach for a roller coaster & plan to trade the short term rebound. You are much better off with buying $VanEck Semiconductor ETF(SMH)$ if you intend to buy and hold long term. SMH owns the actual underlying shares of the best semiconductor stocks like $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Taiwan Semiconductor Manufacturing(TSM)$ .  It has an expense ratio of 0.35% and a dividend yield of 0.20%.  SMH is up 53.7% year todate.&nbs
🌟🌟🌟Is $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ a Buy right now? Yes SOXL is a tactical Buy but only if you have the stomach for a rolle...
# The boss asked me to issue coins
TOPWalterD: I added SMH recently too — 0.35% fee and that NVDA TSM MU core makes way more sense for sleeping at night. Only using SOXL for a bounce trade here
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koolgal
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08-11
🌟🌟🌟Despite posting record revenue of USD 234 million (up 62%) & a massive USD 2.36 billion backlog, $Rocket Lab USA, Inc.(RKLB)$ dropped 7% because CEO Peter Beck admitted that Neutron rocket liftoff may shift to 2027. Peter Beck's sudden caution is a great example of a good CEO who trades short term hype for long term structural survival.  He does not want to see Neutron turn into an accidental firework display on live TV. I would vote to stay the course and not sell as Rocket Lab has a USD 2.36 billion order book.  It has literally more customers than it can handle.  Rocket Lab has also signed a blockbuster deal to acquire Iridium to build a vertically integrated space powerhouse. When Neutron finally flies, Rocket Lab will
🌟🌟🌟Despite posting record revenue of USD 234 million (up 62%) & a massive USD 2.36 billion backlog, $Rocket Lab USA, Inc.(RKLB)$ dropped 7% because...
# The boss asked me to issue coins
TOPLiShing86: I don’t understand people who would trade this stock when the space business is going to become a fundamental layer of the economy in the near future. I see space stocks as worthy of investing, not trading
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Elliottwave_Forecast
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08-11

Dow Jones and Copper: Why the Overlap Reveals a Nest and Signals a Major Risk-On Acceleration

Dow Jones and Copper: Why the Overlap Reveals a Nest and Signals a Major Risk-On Acceleration The long-term advances in the Dow Jones and Copper cannot be correctly labeled as regular Elliott Wave impulses. The reason is based on one of the most important rules within Elliott Wave Theory: Wave 4 of a regular impulse cannot overlap the price territory of Wave 1 at the same degree. This overlap is visible in both markets. In the Dow Jones, the advance from the 2009 Wave ((II)) low contains overlapping price action that prevents the entire rally from being counted as a regular five-wave impulse. Copper presents the same structural condition in its advance from the 2011 cycle. Rather than suggesting that these bullish cycles are approaching completion, the overlap points toward a much more pow
Dow Jones and Copper: Why the Overlap Reveals a Nest and Signals a Major Risk-On Acceleration
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Pinkspider
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08-11
TRADE PLAN for Aug 11th 📈 $SPX gapping up this morning, most likely we see one more range day before CPI data premarket tomorrow. IF SPX can get through 7800 after CPI... 8000 comes. Calls can work above 7800 this week $MU in a range from 800-930. Once it closes above 900 on a daily candle, we'll see the 930 test. MU back to 1000 coming by September. Calls can work above 900. $NVDA 225 is a breakout level to set up for 236. WAIT for the 225 break before considering calls. $QQQ needs through 726 to test 732. I'd treat QQQ as a quicker day trade until we see Chip and memory stocks start to lead again
TRADE PLAN for Aug 11th 📈 $SPX gapping up this morning, most likely we see one more range day before CPI data premarket tomorrow. IF SPX can get th...
TOPClarenceNehemiah: Why wait for 225 on Nvidia though? AI demand is still there, I’d rather start nibbling on the base than chase the breakout
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PawsAndProfits
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08-12
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Meta Platforms, Inc.(META)$   Even Mark is jumping on the stablecoin bandwagon. Will it end up being just a meme coin like dodge coin? Time will tell. And he is putting his own spin and offering consumers an open model AI as well, which was initially hastened by IPO of CXMT in China. I definitely think major US companies are feeling the pressure from China to scale their improvements on AI software, as they are definitely losing on cost effectiveness and pricing structure.  With META being beaten down post earnings d/t less than favorable earnings announcement be
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $...
# 🎁 Prize-winning essay: Technology stocks soar and plummet, bargain hunting or running for your life?
TOPbreezzi: I added on the dip too — lawsuits hit near term, but the AI ROI is what matters. Open model plus Meta's scale still looks underpriced to me
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Barcode
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08-12
$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$  $SpaceX(SPCX)$  🚀 $RKLB Q2 2026 earnings: Record growth, but Neutron is the real trade 🚀 Rocket Lab just delivered the kind of quarter most growth investors dream about: 🟢 EPS: -$0.08 | Est. -$0.08 🟢 REV: $234.07M | Est. $230.94M 🟢 Revenue: +62% YoY 🟢 Backlog: $2.36B | +137% YoY 🟢 New post-quarter contracts: >$1B And yet $RKLB is getting hit roughly 9%. Why? Because this earnings report exposed something important about the valuation: investors are no longer debating whether Rocket Lab can grow. They are debating how quickly Neutron can turn that growth into a much larger laun
$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ 🚀 $RKLB Q2 2026 earnings: Record growth, but Neutron is the real trade 🚀 ...
# 💰Stocks to watch today?(24 August）
TOPMamieBenson: $2.36B backlog helps, but Neutron slip is what the multiple trades on now. Can that contract pile really fund the burn without more dilution?
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nerdbull1669
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08-12

Navigating AMD's Earnings Paradox: Fundamental Growth, Peer Dynamics, and Smart Options Strategies for Volatile Markets

Market expectations for $Advanced Micro Devices(AMD)$ Advanced Micro Devices (AMD) have reached historical highs, driven by the massive expansion of artificial intelligence infrastructure and hyperscaler capital expenditure. However, AMD's post-earnings stock reactions have frequently frustrated retail investors—often falling 7% to 9% immediately following double-digit revenue beats and upwardly revised guidance. 1. Why AMD Stock Declines Despite "Earnings Beats" The paradox of AMD’s stock falling after reporting strong headline earnings stems from four core factors: A. Pre-Earnings Run-Ups & "Whisper Numbers" Wall Street consensus figures are rarely the actual target for hyper-growth technology stocks. Prior to earnings releases, AMD stock oft
Navigating AMD's Earnings Paradox: Fundamental Growth, Peer Dynamics, and Smart Options Strategies for Volatile Markets
# AMD Beats but Falls 8.7% After-Hours — Were Expectations Already Too High?
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643
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Guavaxf3006
·
08-12
$WF International(WXM)$  This is a comeback from the dead story. It was a meme stock which recorded a high of $42 just a few months ago.  Will this great big leap up hold ? That's the question on every holders mind right now. I suppose, if trends can be followed, a new meme bull run usually goes on for a week or so. Not because of the business announcement about winning a business/distribution right in China, but purely because it had fallen from the lofty $42 mark. But just because very careful or be very brave and quick if you want to get involved.
$WF International(WXM)$ This is a comeback from the dead story. It was a meme stock which recorded a high of $42 just a few months ago. Will this g...
TOPEdRoy: I just checked the weekly chart, volume still looks thin vs that old run. Could squeeze a bit more, but hold is shaky no?
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Fistein
·
08-12
$Hong Leong Asia(H22.SI)$ $3.8 Target Price --Growth Catalysts for Hong Leong Asia (H22.SI)-- Hong Leong Asia's key growth catalysts centre on three pillars: (1) a proposed spin-off and Hong Kong listing of a subsidiary, which could unlock significant embedded value, (2) strong operating momentum and Q1-2026 earnings from its core engine business via China Yuchai International (CYD), and (3) a healthy balance sheet supporting both organic expansion and shareholder returns. The stock trades at a modest P/S of 0.47x, suggesting the market may not be fully pricing in these catalysts. (1). Proposed Spin-Off & HK Listing of Subsidiary On 28 January 2026, Hong Leong Asia announced plans to spin off an indirect subsidiary and list it on the H
$Hong Leong Asia(H22.SI)$ $3.8 Target Price --Growth Catalysts for Hong Leong Asia (H22.SI)-- Hong Leong Asia's key growth catalysts centre on thre...
# 💰Stocks to watch today?(24 August）
TOPbumpy: Added on that 0.4x P/S setup before, and this spin-off angle looks even bigger now. 0.47x still feels cheap if the HK listing lands cleanly
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Pinkspider
·
08-12
$SPX just made new ATHs while $QQQ is still stuck. History says we crash 20% from here. But here’s why we don’t 👇 This EXACT divergence has happened 3 times before. Once it led to a multi-year bull run. Twice it preceded 20%+ crashes. How could the same setup have such different results? Here's how to tell which one you're dealing with: 🐻 2007 & 2018: One tired sector carried the index to its final high. Narrow leadership, no confirmation underneath. Both topped within months 🐂 2013: $SPX broke out while $QQQ lagged its highs. Tech eventually caught up and the bull ran for YEARS Right now? $XLF, $XLV, $DIA are leading. Tech gets to sleep in while other key sectors push the market higher. History says this is 2013, not 2007 The number that validates it is 🎯 $QQQ 727 📈 Reclaim it = next
$SPX just made new ATHs while $QQQ is still stuck. History says we crash 20% from here. But here’s why we don’t 👇 This EXACT divergence has happene...
TOPsnuggix: 2013 comp is shaky though — back then QQQ lagged off recovery, now it is lagging after a huge valuation run. Why should 727 clear cleanly?
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TigerOptions
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08-12

Why Lumentum’s 109% Growth Shows That AI Networks Need More Than Chips

$Lumentum(LITE)$’s fiscal fourth-quarter results demonstrated that the artificial-intelligence infrastructure boom is extending beyond processors into the optical equipment that moves data between servers. Revenue more than doubled and management issued another forecast above market expectations, but a sixfold share-price increase over the preceding year leaves very little room for execution mistakes. Lumentum reported after the August 11 market close for the quarter ended June 27. Revenue increased 109% year over year to $1.01 billion, while adjusted earnings rose to $3.23 per share from $0.88. Both exceeded analysts’ expectations. Adjusted operating margin expanded to 36.6%, showing that higher volume and a richer product mix are producing subst
Why Lumentum’s 109% Growth Shows That AI Networks Need More Than Chips
# 💰Stocks to watch today?(24 August）
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TigerOptions
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08-12

Why Cardinal Health’s Profit Outlook Matters More Than Its Revenue Miss

$Cardinal Health(CAH)$’s fiscal fourth quarter was not uniformly strong: revenue missed expectations, and its medical-products operation remained under pressure. Investors nevertheless focused on management’s above-consensus 2027 earnings forecast, which suggests pharmaceutical distribution, specialty care and home-health investments can keep expanding profit faster than sales. Cardinal reported before the August 11 market open for the quarter ended June 30. Revenue increased 6% to $63.7 billion, below the roughly $65.2 billion expected. Adjusted earnings reached $2.91 per share, including a $0.31 benefit from a one-time tariff refund; excluding that item, adjusted earnings still increased 25% to $2.60. Cardinal Health’s official fourth-quarter rel
Why Cardinal Health’s Profit Outlook Matters More Than Its Revenue Miss
# 💰Stocks to watch today?(24 August）
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341
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Lanceljx
·
08-12
I would choose D, with a touch of B. At around 5,700 after such a strong run, I would not chase the STI aggressively towards 6,000, but neither would I exit simply because it is at record highs. Singapore banks remain high-quality dividend compounders, although falling rates could gradually pressure net interest margins. I would reinvest the dividends while selectively adding laggards such as REITs, which could benefit more directly from lower rates. A pullback to 5,400 would not surprise me, but for a long-term investor, valuation and income matter more than trying to call the exact top.
I would choose D, with a touch of B. At around 5,700 after such a strong run, I would not chase the STI aggressively towards 6,000, but neither wou...
TOPCrystalRose: I reinvested some bank dividends into REITs too, but I'd still wait for 5400 before adding more. Yield matters more here, no?
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Shyon
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08-12
I’m bullish on gold $XAU/USD(XAUUSD.FOREX)$ too. JPMorgan’s $6,000/oz forecast for 2026 and potential $6,300/oz target for 2027 reinforce my view that this rally is driven by structural factors, not just momentum. Central-bank diversification, softer real yields and geopolitical risks should continue supporting demand. I don’t see the recent volatility as a reason to turn bearish. Even strong bull markets can experience sharp corrections, so I’d view pullbacks as opportunities to accumulate gradually. The slowdown in reported central-bank buying is worth watching, but unreported purchases could mean the headline figures don’t show the fu
I’m bullish on gold $XAU/USD(XAUUSD.FOREX)$ too. JPMorgan’s $6,000/oz forecast for 2026 and potential $6,300/oz target for 2027 reinforce my view t...
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Shyon
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08-12
I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from cont
I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104...
# Xiaohu Hotspot Radar
TOPzubee: SMCI margin recovery is the whole game for me too. If next quarter holds, I’d add a bit more
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JC888
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08-12
Replying to @HaydenBruce:Hi, thanks for reading my post and sharing your views.   $20 billion is a lot of money but compared to GOOG ($195 - $205 billion), META ($130 - $145 billion), it pales by comparison. I think there is costs involved in the shares sale, doing it in smaller tranches will incur more costs. Despite worries on dilution, INTC rose on Tue and is poised to rise further for Wed.  Did we worry too much ?//@HaydenBruce:20B raise is hefty. Dilution hits now, and foundry only matters if utilization and FCF show up fast. I’m bearish short term — why not smaller tranches first?

Is it INTC time again ?

@JC888：
On Mon, 10 Aug 2026 comeback kid $Intel(INTC)$ made the headlines again when it announced a $15 billion common stock offering to support skyrocketing customer AI demand. (see below) Even before US trading begins, early on Tue, 11 Aug 2026, the chip maker confirmed, it had priced the stock offering at $95 a share and upsized the offer by additional $5 billion to $20 billion. (see above) Here’s the thing - INTC’s $20 billion equity raise is more than a routine financing exercise: It is a calculated attempt to convert INTC’s powerful share-price recovery into the factory capacity needed to compete in AI infrastructure and 3rd-party chip manufacturing. The immediate sell-off reflects dilution anxiety, but the deeper question is whether the offering: S
Is it INTC time again ?
Replying to @HaydenBruce:Hi, thanks for reading my post and sharing your views. $20 billion is a lot of money but compared to GOOG ($195 - $205 bil...
TOPBirdieO: I added on Tuesday too. People keep obsessing over dilution and ignore how capital heavy IDM 2.0 is — did the market overreact here?
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SGX_Stars
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08-12

Weekly: ALK, OTX, BDA, A93, UIBU & XVG lead Buybacks

Over the five sessions, close to 70 director interests and substantial shareholdings were filed for more than 35 primary-listed stocks.  Directors or CEOs reported six acquisitions and no disposals, while substantial shareholders recorded six acquisitions and four disposals. This included CEO or director acquisitions filed for AcroMeta, All-Link Air & Sea, PNE Industries, Stamford Land and SunMoon Food. 1. $All-Link A&S(ALK.SI)$ Executive Director and substantial shareholder Mdm Tang Ying acquired 5,050,800 shares on 5 August, the first day of trading for All-Link Air & Sea on the SGX Mainboard. The acquisition increased her direct interest from 51.7% to 55.02%. The group raised gross proceeds of approximately S$20.1 million fro
Weekly: ALK, OTX, BDA, A93, UIBU & XVG lead Buybacks
TOP苏36: If I had to pick one, I’d go with All-Link Air & Sea (ALK). The insider purchase is interesting because CEO/major shareholder Tang Ying increased her direct stake from 51.7% to 55.02% right on the first trading day. That’s a meaningful vote of confidence, especially after the company raised about S$20.1 million from its IPO. More importantly, the growth story is not just about the insider buying. All-Link is targeting ASEAN supply-chain growth, with Vietnam and Thailand highlighted as key expansion markets, while investing in technology and digital capabilities. My take: ALK has the most interesting combination of insider conviction + ASEAN logistics growth + relatively fresh IPO story among the names listed. But because it just listed, I’d treat it as a high-risk small-cap watchlist stock, not chase it purely because of the insider purchase. **My pick: ALK — interesting risk/reward, but wait for the market to prove the story.** @SGX_Stars
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