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08-17
🔥 The S&P 500 Is Near Record Highs. TWO Dates Have to Earn My Next Dollar.
The S&P 500 closed Friday at 7,785.76 after touching a record 7,816.70 during the week. We are basically sitting on the roof of the market. And right now my feed seems split into two camps. 🐂 Camp one: Buy the breakout. Don’t overthink it. New highs lead to new highs. 🐻 Camp two: Take profit immediately. Stocks are expensive. A correction has to be coming. I’m doing neither. I’m already invested, so I’m not running for the exit. But I’m also not throwing fresh money at record highs just because the chart is green. The market still has to earn my next dollar. And for me, that comes down to two dates. 📅 August 19: FOMC Minutes 📅 August 26: NVIDIA Earnings One tests the price investors are willing to pay for growth. The other tests whether the growth itself is still strong enough to deser
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08-17
🚀 SanDisk Just Broke $1,700 — Is This Still a Memory Cycle, or a New AI Storage Era? SNDK is becoming VERY hard to ignore. SanDisk has now ripped roughly 35% in just five trading days, pushing from around $1,200 to ~$1,725 today. And this isn’t happening in isolation: 🟢 SNDK: ~$1,725 🟢 MU: ~$1,002 🟢 SK Hynix ADR: ~$172 🟢 WDC: ~$526 The entire memory complex is waking up again — but SNDK is clearly leading the charge. (Barron’s) And after digging into SanDisk’s Investor Day, I think the market is beginning to price in something much bigger than another NAND cycle. 🔒 The BIG story: 2027–2028 capacity is already being spoken for SanDisk has signed eight New Business Model agreements, covering approximately 50% of FY27 bit shipments and around two-thirds of FY28. That’s extremely important. Tr
TOP80% gross margin sounds way too clean for a memory name. If half the bull case is contracts, where does the downside sit when pricing rolls over?
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08-17
$GraniteShares 2x Long NBIS Daily ETF(NBIL)$ [Miser] [Miser] [Miser] [What] [What]
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08-18
[BEGINNER GUIDE] Stop Overcomplicating Your Charts: The Simple Support & Resistance Strategy
When you first open a charting platform, it’s tempting to add 15 different indicators—RSI, MACD, Bollinger Bands, Stochastic, Moving Averages... until your screen looks like a rainbow nightmare. Here’s the truth: You don’t need dozens of indicators to start reading the market. The most reliable concept in technical analysis is also one of the simplest: Support and Resistance (S&R). Here is a beginner-friendly breakdown of what it is and how to build a trade setup around it. What Are Support and Resistance? Think of price movement as a rubber ball bouncing inside a house: Support (The Floor): A price level where buying interest is strong enough to overcome selling pressure. When price drops to this level, buyers step in and the price tends to "bounce" back up. Resistance (The Ceiling):
TOPThe biggest lesson I’m taking into 2027 is that the market doesn’t reward people for having the strongest opinions. It rewards people who can adapt when reality proves them wrong.
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08-18
Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?
After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo
TOPAlibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.
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08-17
$Tesla Motors(TSLA)$ Tesla go go go to the moon!!!
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08-17
$Advanced Micro Devices(AMD)$ Amd go go go to the moon 🌙!!!
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08-17
$Torm PLC(TRMD)$ TORM go go go to the moon 🌙!!!
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08-17
$ASML Holding NV(ASML)$
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08-17
$Lam Research(LRCX)$ when is slowly climb up to ATh
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08-17
$MSTX1 20260918 6.0 PUT$ Strategy (MSTR) is under significant selling pressure. The stock faces a confluence of headwinds: it was the 5th worst performer in the Nasdaq 100 on August 14 (-5.0%), and MSCI's proposed removal from global indices creates a structural overhang that could trigger multi-billion-dollar outflows from passive funds.
TOPMSCI removal is the obvious hit, but active funds getting forced by risk rules could be the second flush. Passive outflows rarely stop at one wave
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08-18
[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?
Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42
TOPLet's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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08-18
Cooling inflations, Time to buy the Dip ?
For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation & steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele
TOPstagflation is still a variable threat especially with the oil and gas prices still holding up or creeping higher now and then. With the war, it's not like the US national debt has any way to go but up... the indices might appear rebounding after corrections, the rebounds are increasingly weaker and seemingly supported by those components big tech companies rather than broad based buying. Furthermore, with Nasdaq's money 💰🤑 grabbing stint for companies such as $SpaceX(SPCX)$ , the index itself is no longer a good balance gauge of overall sentiments of the investment crowd. There's always a trigger or money sucking event that ends a 🐂, $SpaceX(SPCX)$ 's craze is as good as any... to signal a possible next crash to come... Thanks for your contribution to the community as usual.
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08-18
Bullish Market, With a Few Warning Signs
This week’s charts continue to show a decidedly bullish market. 📈 Breadth is improving. The equal-weighted $S&P 500(.SPX)$ is starting to outperform the cap-weighted index, suggesting the rally is broadening beyond the mega-cap names. That’s generally a healthy sign for the market. 💰 Earnings are getting stronger. Earnings revisions are surging, with a solid macro backdrop providing additional support. At the same time, higher prices are boosting investor confidence, sentiment and equity allocations. ⚠️ But the rally isn’t risk-free. Seasonality is becoming less favorable, the Magnificent 7（ $NVIDIA(NVDA)$ $Apple(AAPL)$
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08-18
Storage Sector Rally | SanDisk, Micron, SK Hynix: AI Super Cycle or Short-Term Sentiment Hype?
Monday, storage names ripped higher, with SanDisk +8.88%, Micron +4.13% and SK Hynix +3.04%. The entire HBM/DRAM/NAND chain is hot, but the rally is now heavily debated: is this a sustainable AI super cycle, or just short-term sentiment trading? [Strong]Bull Catalysts SanDisk fundamentally changed its business model Post its spin‑off, SanDisk’s Investor Day delivered strong long‑term guidance: 15–19% annual revenue growth through 2030, 80% gross margin target, plus full excess cash return to shareholders. Its $940B long‑term supply deals with top clients greatly reduce traditional storage cyclicality. The stock surged over 35% in days and sparked the sector‑wide rally, with Wall Street turning bullish. AI storage shortage is the new bottleneck The market shift is clear: GPU shortage is fa
TOPIn the short term, storage giants have already rallied sharply over the past one to two months, and valuations are now at relatively elevated levels. Entering at this point could expose investors to a significant short-term pullback. Therefore, I personally do not think this is an attractive time to initiate new positions in the sector.