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754
General
Fistein
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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...
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
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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
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357
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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
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332
General
Lanceljx
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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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493
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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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1.01K
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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...
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
·
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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Marktomarket
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08-12

One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell

Hello. In the last piece Nvidia was out raising up to US$500 billion for AI infrastructure and the market had started asking where the money would come from. Last night we got half an answer: the money is there, but the people putting it up and the people spending it went in opposite directions. The providers all rose: KKR up 6.88 per cent, Apollo 6.26 per cent, Brookfield 4.77 per cent, Blackstone 3.89 per cent and BlackRock 1.54 per cent. The spenders fell for a second day: Alphabet down 3.61 per cent, its fourth decline in five sessions; $Amazon.com(AMZN)$ down 2.09 per cent, $Broadcom(AVGO)$ 1.5 per cent, $Apple(AAP
One US$500 Billion Deal: The Fee Collectors Rose, the Payers Fell
TOP北极篂: I think the significance of Berkshire's end of 14 consecutive quarters of net selling is actually more worthy of attention than simply "buying $23.5 billion in stocks".
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WallStreet_Tiger
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08-12

SpaceX Just Launched an AI 'Employee' — But the Stock Just Pulled Back

Hi Tigers 🐯, $SpaceX(SPCX)$ just quietly dropped a product that has nothing to do with rockets — and the stock is already telling us something. $SpaceX(SPCX)$ pulled back Tuesday, giving back some of its recent rebound even as it briefly touched above $139 intraday — a cooling-off after the stock had rallied hard off its August 3 low of $104.83 and briefly reclaimed its $135 IPO price. The catalyst behind the whole move wasn't a rocket launch — it was the debut of Grok Bot, an enterprise AI agent product from SpaceX's AI division, landing right in the middle of its still-pending $60 billion acquisition of Cursor. That raises an obvious question: Is the market actually buyin
SpaceX Just Launched an AI 'Employee' — But the Stock Just Pulled Back
TOP苏36: My take: B — Too early. $SpaceX (SPCX) $ is clearly trying to become more than a rocket company. Grok Bot puts it directly into the enterprise AI agent race, while the potential $60B Cursor acquisition could give it a powerful AI software platform. But the market may be getting ahead of itself. The real test isn't whether SpaceX can launch an AI product — it's whether Grok Bot and Cursor can generate meaningful revenue and eventually justify the massive AI spending. The recent rebound shows investors are excited, but the pullback is a reminder that the AI thesis still needs proof. If Cursor closes smoothly and enterprise adoption takes off, $SPCX could get a major AI re-rating. For now, I'm watching the numbers rather than chasing the hype. @WallStreet_Tiger [思考]
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WallStreet_Tiger
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08-12

🎁What the Tigers Say | AMD: Growth vs Expectations

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 $Advanced Micro Devices(AMD)$'s Q2 2026 print was the story of the week — a preview built on sky-high expectations, a stock that has a habit of dropping even after beats, and results that leaned harder than ever on Datacenter and AI capex from partners like Microsoft and Anthropic. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @Maverick AI, @nerdbull1669, and @ShenGuang: 🎁 Special Notes: Who
🎁What the Tigers Say | AMD: Growth vs Expectations
TOPShyon: I’d say nerdbull1669’s take matches my view best — AMD can deliver strong fundamentals and still struggle with the stock reaction because expectations are already extremely high. I’m especially watching Datacenter and AI growth, but also margins and whether the massive AI capex from Microsoft and Anthropic translates into sustainable revenue and cash flow. For me, the key question isn’t simply whether AMD beats estimates, but whether it beats the whisper numbers enough to justify the valuation. If margins improve alongside AI revenue growth, I’d become more bullish; otherwise, I’d rather wait for a better entry after the earnings volatility settles. 🐯📈
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Tiger_Futures Pro
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08-12

Macro Strategy Weekly : Both Forecasts Came True—Unusual Divergence Points to a Major Move

Hello everyone. It is time once again for the Macro Strategy Weekly Report. On a regular basis, we select contributors from the community with relevant professional qualifications to share a collection of market-strategy perspectives, and we track the subsequent performance of those strategy views each week. Before starting this report, let us review the outcomes of the forecasts in our previous article. On July 21 this year, our Strategy Weekly Report published an analytical report titled: 《Macro Weekly Strategy: U.S. Stocks May Have Weathered the Worst — Don't Miss the Gold Rebound》 It received a large number of likes and shares at the time. As indicated by its title, the report forecast a rebound in gold and a modera
Macro Strategy Weekly : Both Forecasts Came True—Unusual Divergence Points to a Major Move
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1.83K
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Jake_Wujastyk
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08-12

IWM, BTC, DELL& MSTR Welcome Great Rebound to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 $Strategy(MSTR)$ $T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ When this 28-day range breaks, it is going to be extremely aggressive. Pick your side. 2 $Dell Technologies Inc.(DELL)$Weekly candle volume shelf still looks intriguing. 3 Monthly candle setup.. $Bitcoin(BTC.USD.CC)$ 4 $iShares Russell 2000 ETF(IWM)$ Small caps hanging out at the volume shelf going into CPI. Follow me to learn more about analysis!!
IWM, BTC, DELL& MSTR Welcome Great Rebound to Buy!
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853
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MMMTWealth
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08-12

Here's the Potential 3x Opportunity for AEVE

Here's the potential 3x opportunity for $Aeva Technologies Inc.(AEVA)$: 1. OPTICS SEGMENT Management are guiding for "millions and millions of units" likely giving them "multiple hundreds of millions" per annum in revs. Conservatively, I think $300M by 2029 and $400M by 2030 is the range we're talking given H2 27 is the initial ramp up with a big production ramp up in 2028. 2. PERCEPTION BUSINESS Still pre-scale but looking at ~$522M in revs as per analysts in FY29. 3. TOTAL REVS Given the risks, I think it's sensible to work ~60-80% risking factors here. 60% * $822M = $493M in revs 80% * $822M = $657 in revs 4. SHARE DILUTION ESTIMATES Current share count is at 69.7M. SBC is unavoidable at this stage. 3-4M shares per annum vesting
Here's the Potential 3x Opportunity for AEVE
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1.05K
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ShayBoloor
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08-12

AI Trading Ideas: What can We Learn From These Tradings?

Hello everyone! Today i want to share some trading ideas with you! 1 I came away from $AST SpaceMobile, Inc.(ASTS)$ earnings more bullish because the business is moving to actually building the network with revenue roughly doubling sequentially to $32M, backlog reaching ~$1.3B, 13 satellites now in orbit and production already extending through BlueBird 46. With more than $3.7B of liquidity, financing the first phase looks much less risky while the bigger execution question is how quickly ~$610M of quarterly capex can turn satellites, launches, manufacturing and gateways into a functioning commercial network. That spending is what eventually unlocks the model because AST is effectively building a cellular network before turning it
AI Trading Ideas: What can We Learn From These Tradings?
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3.35K
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Selling For Premium
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08-12

Option Strategies: NBIS& CBRS

Hello everyone! Today i want to share some option strategies with you! 1 Told ya ... $NEBIUS(NBIS)$ moved in sympathy with $CoreWeave, Inc.(CRWV)$ ‼️ Let's see what $NEBIUS(NBIS)$ reports tomorrow in pre-market. Either we get more good news and a continued price pump on NBIS and CRWV ... or we get a dump on NBIS and maybe it affects CRWV. We shall see. 2 $Cerebras Systems(CBRS)$ announces earnings after the closing bell on Wednesday. Expected move is 11%. We're writing an #Optionselling strangle on this. - Targeting that 160 bottom for puts (both naked and C
Option Strategies: NBIS& CBRS
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1.19K
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EliteOptionsTrader
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08-12

History Mirror: Why the Crash Will Not Happen Again?

$S&P 500(.SPX)$ just made new ATHs while $Invesco QQQ(QQQ)$ 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: $S&P 500(.SPX)$ broke out while $Invesco QQQ
History Mirror: Why the Crash Will Not Happen Again?
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899
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TrendSpider
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08-12

CAVA, ONDS, ADBE, ORLY& AMZN Welcome Great Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you! 1 $Amazon.com(AMZN)$ now flagging at all-time highs 🌶️ 2 What if I told you one of the best performing assets over the past 2 decades has a jingle you probably still remember to this day? A $10,000 investment in $O'Reilly(ORLY)$ made in 2000 is now worth more than 2 million dollars. You never needed a Silicon Valley disruptor to beat the market. 3 $Adobe(ADBE)$ pushing off 8 year lows as revenue growth accelerates 💨 4 Bingo! $Ondas Holdings Inc.(ONDS)$ +55% since the lows with earnings o
CAVA, ONDS, ADBE, ORLY& AMZN Welcome Great Upward Momentum Here!
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PeterDiCarlo
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08-12

$AEHR, $ONTO & $SOFI - Don’t Chase the Move, Wait for the Level.

$Aehr Test(AEHR)$ is a good example of why I don’t like chasing extended moves. I’m not trading it here, but the setup is starting to look like a classic retail trap. If I had bought in the $60s, this would be a reasonable area to take some short-term profits. Price has moved back into a premium zone, while the internal structure is beginning to weaken. That doesn’t mean I’m calling for a collapse. It simply means the risk/reward for fresh buyers isn’t particularly attractive up here. If $AEHR pulls back into the $60s again, that’s where I’d start paying attention. $Onto Innovation Inc.(ONTO)$ is another example. I flagged the setup two weeks ago when it entered the smart-money zone. Less than a month lat
$AEHR, $ONTO & $SOFI - Don’t Chase the Move, Wait for the Level.
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