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08-13
31 Industry Groups Showing 100% Relative Strength
Here are 31 of 123 industry groups that closed today with 100% Relative Strength on a 1-month basis. The strongest areas are spread across several major themes, with notable momentum in precious metals, mining, energy, defense, AI, software, cloud infrastructure and biotech. 🥇 Metals, Mining & Commodities $SPDR Gold ETF(GLD)$ — Gold$iShares Silver Trust(SLV)$ — Silver$VanEck Gold Miners ETF(GDX)$ — Gold Miners$VanEck Junior Gold Miners ETF(GDXJ)$ — Junior Gold Miners$Global X Silver Miners ETF(SIL)$ — Silver Miners$Amplify Junior Silver Min
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08-13
Cloud Demand Is Not Slowing Down 🔥LITE, CRWV, SMCI All Crush Estimates
[Happy]Hi, Tigers! The AI Infra Print Party Is Here 🎉 If you thought the AI trade was running out of steam, Wednesday's earnings just told you otherwise. Three companies. Three different layers of the AI stack. All three blew past expectations — and by the closing bell, the moves were even bigger than the initial after-hours pop suggested. Here's the scoreboard: The ripple effect was immediate and, by end of session, much bigger than early prints suggested: $NEBIUS(NBIS)$+27-34%, $IREN Ltd(IREN)$+10%, $Coherent(COHR)$+9%, $Ciena(CIEN)$+13%,
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08-13
Under Abel, BRK.B outpacing US Market ?
US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, $Berkshire Hathaway(BRK.B)$ reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits & (b) investment portfolio gains. Operating Profits. Operating earnings,
TOPchenobserver: 16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels possible, but not a lock
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08-13
My Next Big AI Bet: $GOOG
The bull market is now in Year 4 of a potential 20-year cycle. And the AI supercycle is only in Year 3 of a potential 15-year run. 🚀 That’s the bigger picture I’m focused on. While Michael Burry is shorting $NVIDIA(NVDA)$ $iShares Semiconductor ETF(SOXX)$ $Micron Technology(MU)$ $Palantir Technologies Inc.(PLTR)$, I’ve been adding back to several AI and infrastructure names during the recent weakness. 🐯 My July Adds $NVDA at $190 $MU at $740 $ $Lumentum(LITE)$ at $630 — missed the bottom, but still wanted exposure $SpaceX(SPCX)$ at $110
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08-12
Tech and Tradition: Lotus Technology’s Compound Formula in Luxury EVs
Build what you know and make it modern The New Luxury Standard Luxury in the global EV market is undergoing a profound transformation. Where prestige once rested on horsepower, torque curves, and Nürburgring lap times, today’s buyers across major markets are increasingly judging vehicles by their digital sophistication, connectivity, and in‑cabin experience. Cars are no longer just machines; they are software‑defined “third living spaces,” extending the digital ecosystem of smartphones and homes into the cockpit. This shift has placed legacy European brands under pressure. Porsche, BMW, and Audi have all reported double‑digit declines in deliveries worldwide, reflecting the growing appeal of new‑generation EV makers who compete aggressively on software responsiveness, AI
TOP$Lotus Technology(LOT)$ is not just keeping pace with the EV revolution, it’s setting the benchmark for luxury defined by both speed and software. Its compound formula of heritage engineering and digital sophistication makes it one of the most compelling differentiated plays in the premium EV space.
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08-12
Market data options puppy sharings Sometimes We Feel It Is Market Manipulation to Force Margin Players Into Margin Calls 📉⚡ Share Link
@Daily_Discussion @TheBeautyofOptions @武松打的老虎 Sometimes We Feel It Is Market Manipulation to Force Margin Players Into Margin Calls 📉⚡ Every trader has experienced that uncomfortable feeling. The market suddenly drops before an important economic announcement, social media becomes filled with fear, and news headlines scream about disaster. In those moments it is easy to think, “This must be market manipulation.” When prices fall sharply, especially before major data such as the Consumer Price Index (CPI), many investors feel that someone is deliberately pushing prices down to force margin traders into margin calls. Recently, marke
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08-13
Chinese AI Chatbots Begin Charging for the Transactions They Generate
NextFin News — Consumer AI assistants in China spent their first years competing on usefulness and scale. They answered questions, wrote drafts, booked tickets and ordered food, usually without charging the user directly. The products attracted large audiences. The servers that powered them ran up large bills. By mid-2026 the industry’s focus had shifted from growth at any cost to finding ways to pay for that growth. Two developments on August 10 illustrated the new priority. Alibaba launched an open platform inside its Qwen application. Outside companies can now build agents that live inside the chat interface on phones, computers and AI glasses. A user can summon a logistics service, a rental listing or a fund product by mentioning it in conversation or tapping a marker on the screen. Th
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000
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08-13
The Flaw in the Short Case: Why Michael Burry Is Misreading the AI Infrastructure Cycle
Michael Burry has doubled down on his shorts against Micron, Oracle, and Nebius, placing a high-profile bet that the artificial intelligence boom is barreling toward a cliff. His thesis rests on a familiar macro-accounting stick: if tech companies depreciate GPUs over five to six years when the hardware actually becomes obsolete in two or three, the entire neocloud sector is sitting on paper-thin profits. In Burry’s eyes, this is the dot-com bubble all over again, stretched out by creative accounting. The problem with applying a classic short seller’s lens to this cycle is that it misses the physical realities of the current infrastructure squeeze. Earnings updates from Nebius and CoreWeave highlight pricing dynamics, contract terms, and credit underwriting that directly contra
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08-13
CPI Didn’t Break the Market. LITE Jumped 13% — Is AI Infrastructure Rotating Into Storage?
CPI came in roughly in line with expectations, so macro pressure did not get worse. But I think the more important signal today was the tape: $Lumentum(LITE)$ gained more than 13%, $SanDisk Corp.(SNDK)$ rose over 8%, and MU added more than 6%. Optical and storage moved together again. 💡 The Setup: The Biggest Macro Risk Didn’t Hit July CPI was 3.4% YoY, while core CPI came in at 2.5%. That is not a huge bullish surprise. But inflation also did not reaccelerate, which matters after weeks of concern around oil, inflation and another round of Fed tightening. For high-multiple AI names, simply avoiding another macro shock was enough to help. 🚀 LITE: This Earnings Report Was Leg
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08-13
Earnings wrap: City Dev soars 11%, STE gains modestly, Sembcorp tumbles 3.3%
▶City Dev: soars as much as 11% to $8.74 this morning after announcing a 1H26 net profit that tripled to $301.6 million from the same period last year The profit jump was driven by strong condo sales in various projects, with 352 residential units sold for $892.2 million in 1H26 The company doubled their interim dividend to 6 cents Bloomberg Intelligence believes that an upcoming near-term catalyst for City Dev shares would be the company's strategic review outcome in end-Sep that will outline capital allocation priorities and set out a roadmap for narrowing the company's discount to Revalued Net Asset Value (RNAV) 🔝Macquarie's City Dev call warrants ( $CityDev MBeCW261229(GQXW.SI)$ and TPWW) are amongst this morning's top warrant gainers with
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08-13
DLC Weekly Recap | Top Gainers & Losers
For period 5 to 12 August: $SpaceX 3xLongSG280707(WK4W.SI)$ was the top gainer, rising 122% for the week as $SpaceX(SPCX)$ rallied close to 35% over the same period after plunging the day before on its earnings announcement. $YZJ 5xLongSG280413(R18W.SI)$ was a close second, buoyed by $Yangzijiang Shipbuilding Holdings, Ltd.(YGSHY)$ 's 19% surge. Check latest list for Top Movers for the day in our website home page on dlc.socgen.com This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not for
TOPI compared Yangzijiang's 19% jump with its recent revenue trend, feels more like catch-up than a new cycle. Shipbuilding names still need follow-through no?
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08-13
With $2,000 or Less, Here’s How I Rank AI Stocks
If you have $2,000 or less, you don't need to own everything. The key is to focus on the strongest names within each part of the AI and technology ecosystem and prioritize quality over quantity. Here’s how I would rank them from strongest to weaker within each category: ☁️ Neoclouds $NEBIUS(NBIS)$ > $CoreWeave, Inc.(CRWV)$ > $Cipher Mining Inc.(CIFR)$ > $IREN Ltd(IREN)$ 🧠 Chips $Advanced Micro Devices(AMD)$ > $NVIDIA(NVDA)$ > $Broadcom(AVGO)$ 🏭 Foundries
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08-07
THING HAPPEN TODAY
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Fed Governor Kevin Warsh would be open to a September rate hike if upcoming inflation data comes in hot and markets begin pricing in higher borrowing costs, according to people familiar with his thinking. The report adds to the renewed focus on whether the Fed may have to turn more hawkish if inflation pressure reaccelerates. 2. Michael Burry reportedly opened large short positions in Nebius $NBIS at $211.77 and Oracle $ORCL at $144.63, marking the first time he has taken a position in $NBIS. Burry framed the trade around AI infrastructure leverage and off-balance-sheet obligations, saying: “The fish have gorged themselves on off-balance sheet liabilities. Backstops. Uncommenced leases. Purchase commitments. The fi
TOPJust parsed this and JOLTS plus AAOI guide feel like the real tells. Quits ticking up with openings softening is a weird mix — market read that as hot or cooling?
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08-13
How I Turned $500 Into $1M+
Exactly a few years ago around this time, I turned less than $500 into $1,000,000+ You can learn my best strategy in less than 5 min: 1. This strategy only works if we are in a bull market or a trending up market. - I think we are right now. - The stock market is led by strong tech companies. - The economy is it low employment and inflation is slowly coming down. - $SPDR S&P 500 ETF Trust(SPY)$ end of year targets are at $800 now with $900 by 2027 2. You will need $1000-$2000 to start the account. - Buy 1 or 2 contracts at a time but do not go in heavy. - You do not need to go in heavy this will only increase your chance of losing all your money. - The options are swing trades similar to my $Microsoft(MSFT
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08-13
AI Cloud Cheatsheet: $NBIS vs $IREN vs $CRWV vs $ORCL
Not all AI infrastructure stocks are playing the same game. They may benefit from the same surge in AI compute demand, but their business models, assets and positioning are very different. $Oracle(ORCL)$ — The enterprise software and database giant is increasingly becoming a major AI cloud infrastructure player, renting out large amounts of compute capacity to support the explosive demand for AI workloads. $CoreWeave, Inc.(CRWV)$ — A more direct AI infrastructure play. CoreWeave operates as an AI cloud provider, renting Nvidia GPU capacity to AI labs and enterprises. Its investment case is closely tied to the continued growth of GPU-based computing demand. $IREN Ltd(
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08-13
Is $SPCX the Next 10x Opportunity?
Three years ago, I explained why $Micron Technology(MU)$ could become a 10x opportunity from around $120. Today, I see one stock with a remarkably similar setup: $SpaceX(SPCX)$ . After finding a potential bottom near $108, $SPCX surged above $146, yet some analyst targets remain dramatically higher, with estimates reaching $800–$1,000+. That gap suggests the market may still be pricing the company primarily on what it is today rather than what it could become as its next phase of growth develops. The latest earnings report adds weight to the bullish thesis. In Q2 2026, revenue reached $7.81 billion, beating the $6.93 billion consensus estimate and surging 92% YoY from $4.1 billion. Net loss narrowed to $54
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08-13
$SPX Stalls: Short-Term Pullback, Bigger Rally Still Alive
$S&P 500(.SPX)$ had a clear opportunity to extend the recent rally, but the breakout attempt failed to gain enough momentum. That makes the bearish B-wave rally the higher-probability short-term scenario for now. Under this interpretation, the next move could be a C-wave decline toward the August 6 swing low, completing the bullish ABC corrective structure. If that support holds and the correction finishes as expected, the broader uptrend would remain intact, setting the stage for another leg higher. From there, the next major objective would be 7,900, which could complete the larger W5 advance and mark the next significant upside target. There is still a bullish alternative. If $SPX manages to chop sideways into the CPI release and then break
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08-12
Option Movers | SPCX Long Straddle Targets Convexity Amid $21.29M Net Bearish Flow; ORCL $1.61M Deep‑OTM Put Hedge Amid Slightly Positive Bullish Call Spread Signal
Market Overview Wall Street ended lower on Tuesday (Aug 11), with Amazon and Alphabet dipping, as investors became more pessimistic about a potential deal to bring stability to the Middle East. Regarding the options market, a total volume of 49,643,700 contracts was traded, of which 57% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $SPCX(SPCX)$, $VIX(VIX)$, $AAPL(AAPL)$, $MU(MU)$, $AMZN(AMZN)$, $PLTR(PLTR)$,
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08-12
🔥 THE ORACLE PLAYBOOK: How a 4.4x Leverage Bet Just Crushed the AI Hardware Crunch 🚀
While Wall Street panicked over debt, Oracle quietly played 4D chess. Here is how they pulled off the ultimate masterclass in macro positioning: $Oracle(ORCL)$
TOP$Quantum Computing Inc.(QUBT)$company Quantum and$Oracle(ORCL)$ have entered into a multi-year partnership. On August 12, Quantum and Oracle announced a multi-year strategic partnership to deploy Quantum's Helios quantum computer at Oracle Cloud Infrastructure (OCI) AI data centers in the United States. OCI customers will be able to directly access Helios through OCI's quantum services.
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08-13
CPI Calms Fed Fears as Tech Stocks Surge
The July Consumer Price Index (CPI) calmed market anxieties regarding potential interest rate hikes from the Federal Reserve, with fed fund futures reducing the probability of a September rate hike down to around 40%, one of the reasons for the bullish move today. Appetite for technology and hardware infrastructure stocks saw a revival, $SUPER MICRO COMPUTER INC(SMCI)$ soared +19% after reporting an EPS beat of 84% above estimates and raising its forward guidance. Cloud-computing platform $CoreWeave, Inc.(CRWV)$ also leaped +19.3% following stronger-than-expected sales results. Semiconductors bounced, $Micron Technology(MU)$ leading the move with a +5% rally. On th