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841

TigerOptions

08-18

Why Reddit’s S&P 500 Entry Created Demand but Not a Valuation Floor

$Reddit(RDDT)$’s addition to the $S&P 500(.SPX)$ is an institutional milestone, but the stock’s sharp reversal immediately before the change illustrates the difference between mechanical index buying and a durable improvement in business value. S&P Dow Jones Indices announced after the August 13 close that Reddit would replace $AvalonBay Communities(AVB)$ before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. $S&P Global(SPGI)$’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit

Why Reddit’s S&P 500 Entry Created Demand but Not a Valuation Floor

# Look Back, Trade Forward| review in August, planning for September

TOPBonnieHoyle: Index demand can add a bid, but it does not anchor valuation. User growth and ad revenue next quarter matter way more here

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576

TigerOptions

08-18

Why Peter Thiel’s Vista Energy Stake Does Not Remove Argentina’s Country Risk

$Vista Energy(VIST)$ rallied after Peter Thiel’s investment firm disclosed a position worth roughly $76 million. The endorsement is notable, but Vista’s investment case ultimately depends on Vaca Muerta production, oil prices, infrastructure and Argentine policy rather than the identity of one shareholder. The position was disclosed in a Form 13F filed on August 14 and reported over the weekend. The filing showed Thiel Macro owned about 1% of Vista, making it one of the fund’s largest disclosed US-listed positions. A 13F is backward-looking: it reports holdings at June 30 and does not reveal the purchase price, current ownership or hedges. The SEC information table is therefore evidence of prior ownership, not a continuing commitment. Vista’s oper

Why Peter Thiel’s Vista Energy Stake Does Not Remove Argentina’s Country Risk

# 💰Stocks to watch today?(28 August）

TOPAugusMax: Thiel’s name does not cancel Argentina risk. Vaca Muerta buildout still looks slower than the market is pricing in

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226

TigerOptions

08-18

Why EyePoint’s 67% Collapse Makes Its Second Phase 3 Trial Existential

$EyePoint(EYPT)$’s first pivotal trial of DURAVYU did not merely disappoint investors; it undermined the central evidence needed to establish that the sustained-release eye implant can preserve vision as effectively as the current standard treatment. EyePoint announced on August 17 that LUGANO, the first of two Phase 3 studies in wet age-related macular degeneration, failed its primary endpoint. DURAVYU reduced the need for supplemental injections by 42%, but did not demonstrate statistical non-inferiority to Regeneron’s Eylea in the average change in best-corrected visual acuity at week 52. Nine of 211 DURAVYU-treated patients experienced vision loss that investigators considered unrelated to the disease, versus none in the Eylea group. EyePoint’

Why EyePoint’s 67% Collapse Makes Its Second Phase 3 Trial Existential

# 💰Stocks to watch today?(28 August）

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563

JC888

08-18

Replying to @Investing Leon:Hi, thanks for reading my post and sharing your views. I find it increasingly difficult to read the US market nowadays, especially since end Feb with the start of the Middle East conflict. 6 months into it, there is still no sign of peace. Assuming this conflict drags into November 2026 - where will US market be ? This seems increasingly possible. Agree ?//@Investing Leon:The recent performance of major U.S. stock indices has fallen short of expectations, and the broader market may face increasing pressure in the coming period.

Cooling inflations, Time to buy the Dip ?

@JC888：

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

Cooling inflations, Time to buy the Dip ?

Replying to @Investing Leon:Hi, thanks for reading my post and sharing your views. I find it increasingly difficult to read the US market nowadays,...

TOPInvesting Leon: For now, the conflict has no intention of stopping, and the situation may be even worse by then

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1.72K

AfraSimon

08-18

Nvidia’s 800VDC Power Shift Is Here

$NVIDIA(NVDA)$ ’s next-generation 800VDC power architecture is set to begin rolling out this year, creating a new opportunity across the AI data-center power chain. The ecosystem spans power semiconductors, power supplies, electrical equipment and infrastructure, with key partners including: 🔌 Power & Semiconductors MediaTek · $STMicroelectronics NV(STM)$ · $Navitas Semiconductor Corp(NVTS)$ · $Power Integrations(POWI)$ · Infineon · $Texas Instruments(TXN)$ · $Monolithic Power(MPWR)$ · $Alpha &am

Nvidia’s 800VDC Power Shift Is Here

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918

Talia_z

08-18

POP MART Earnings Preview: Growth Slows, When Will the Stock Stop Falling?

POP MART is set to release its 2026 interim results after the Hong Kong market closes on August 20. Analysts expect the company to report RMB 19.975 billion in revenue for the first half of 2026, with adjusted EPS of RMB 5.046. In terms of stock performance, POP MART has been on a broadly downward trend since February, with the stock down approximately 18.6% year to date. The market is increasingly focused on the company’s earnings growth and overseas business performance. As for revenue structure, POP MART generates revenue primarily through three channels: offline channels, online channels, and wholesale & others. Offline channels are the company’s main source of revenue, including retail stores and Roboshops, with retail stores accounting for the largest share. However, retail store

POP MART Earnings Preview: Growth Slows, When Will the Stock Stop Falling?

TOPNellyJob: Ngl the selloff feels ahead of the print. 13.87x is already near five year lows, so a lot of the overseas slowdown looks priced in.

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887

EliteOptionsTrader

08-18

What's the Strategies of LITE

$Lumentum(LITE)$ is caught right in the middle of the new Cold War, and strategic rare earths are the ammo $Lumentum(LITE)$ CEO Michael Hurlston just said that there's still a 30% gap between EML supply and demand, but China decides whether or not it closes. Despite this shortage, $Lumentum(LITE)$ finally broke out of a months long downtrend, bouncing off of hard support near 600. Through 1000 and bulls will push it straight into 1140, and a $100B MCAP. If Pax Silica can't secure a viable alternative to Chinese strategic rare earths, $Lumentum(LITE)$ can fad

What's the Strategies of LITE

# Options Hub

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1.13K

MMMTWealth

08-18

Pretty Difficult to Make a Legitimate LONG TERM Bearish Case

Just some back of the napkin maths on $Amazon.com(AMZN)$from MS: $Amazon.com(AMZN)$ AWS: AWS Q2 2026 revenue came in at $42.2B. That's an annualized run rate of $169B. $Amazon.com(AMZN)$ management have said it's very possible AWS reaches a $1T annual revenue business. Constraint is entirely capacity driven with a huge $496B backlog. But let's model out the path to $1T in annual revs: Capacity ~14 GW in 2025 -> 120 GW in 2035. -> ~6 GW in 2026 and then ~8 GW per year thereafter. -> Monetization rises to ~$12 revenue per incremental watt. -> Which means at $12/W, each 8 GW of new capacity adds $96B in ann

Pretty Difficult to Make a Legitimate LONG TERM Bearish Case

# AI Companies and Industry DIG

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1.35K

XAUUSD Gold Traders

08-18

GOLD: Continue to Buy in the Next Stage

Hello everyone! Today i want to share some macro analysis with you! Technical Analysis: The 1-hour chart for gold shows a sideways consolidation at high levels. The short-term bearish trap has ended, and signals of a bottoming pattern have emerged. Key resistance: today’s intraday highs at 4436–4440! $XAU/USD(XAUUSD.FOREX)$ First Support (Short-Term Stop-Loss): 4386–4388 (intraday low and lower Bollinger Band). Second Support (Pivotal Point for Swing Strength): 4374–4376 (key 50% Fibonacci retracement level and resonance zone with the previous consolidation platform; this is a bottom line that bulls must defend at all costs)! Continue to focus on Buy trades. Strategy: Buy: near 4395–96; TP: 4420–4425–4430; SL: 4382

GOLD: Continue to Buy in the Next Stage

# Futures Club

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10.26K

WallStreet_Tiger

08-18

🪙 Tiger Coins | The AI Semiconductor Profitability Ladder: 22 Stocks Ranked by Operating Margin

🎲The Hook: Why Operating Margin Is the Only Number That Matters Right Now You’ve seen the YTD returns. $NVIDIA(NVDA)$ +60%, $Advanced Micro Devices(AMD)$ +131%, $ARM Holdings(ARM)$ +144%, $Micron Technology(MU)$ ripping on every $HBM headline. The AI semiconductor trade has been the single most powerful theme in equities for two years running. But here’s what most retail investors miss: revenue growth tells you the story; operating margin tells you the business. A chip company can double revenue and still lose money if its cost structure is wrong. A company with

🪙 Tiger Coins | The AI Semiconductor Profitability Ladder: 22 Stocks Ranked by Operating Margin

TOPCyrilDavy: NVDA has the widest moat on operating margin, but AMD may have more 6-month margin expansion torque if server CPU mix keeps improving. I care more about gross-to-op leverage than the HBM hype.

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1.45K

EliteOptionsTrader

08-18

TRADE PLAN for Tuesday 📈

TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ just finished up day 9 of consolidation above 7700. SPX needs to get through that 7800 level with conviction to see a push to 7900 then 8000. Let's see if any positive news comes this week. $Invesco QQQ(QQQ)$ all about 737.. Through this level it runs to the ATH at 748. $Micron Technology(MU)$ touched 1036 and dropped to 1011 by the close. As long as 1000 holds.. We'll see 1250+ again by September. $SanDisk Corp.(SNDK)$ wants to run to 2000 as well. Both of these names are winding up for a melt up.

TRADE PLAN for Tuesday 📈

# Options Hub

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932

TrendSpider

08-18

IREN, SLV, HOOD, PFE& XLE Welcome Great Rebound Here

Hello everyone! Today i want to share some technica analysis with you! 1 Energy $Energy Select Sector SPDR Fund(XLE)$ quietly putting together its best stretch in months as it breaks out of the wedge 🌶️ 2 🚨 CEO Buy Alert The CEO of Pfizer $Pfizer(PFE)$ dropped $1,000,000 on his own stock last week while shares trade more than -55% below their 2021 peak. 3 MACD just crossed bullish below the zero line 👀 $Robinhood(HOOD)$ 4 Silver $iShares Silver Trust(SLV)$ reclaiming the 200 👀 5 It's a loooong way to Wall Street's price targets 🌶️

IREN, SLV, HOOD, PFE& XLE Welcome Great Rebound Here

# AI Companies and Industry DIG

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1.39K

Buffett followers

08-18

Zhipu's shares tumble — fair value adjustment or a golden chance to buy the dip?

Today, $Z.AI(02513)$ at one point plunged over 16%, with its share price approaching the key HK$1,000 level. $MINIMAX-W(00100)$ also tumbled more than 12% at one point, with its stock price briefly falling to near HK$282. Domestic large-model AI stocks may be facing a critical test. On the news front, Goldman Sachs and UBS have issued "Hold" and "Buy" ratings on $Z.AI(02513)$, respectively, with no notable negative catalysts apparent. However, on August 17, Daiwa released a research report pointing out that the market reaction to $Z.AI(02513)$'s GLM-5.3

Zhipu's shares tumble — fair value adjustment or a golden chance to buy the dip?

TOPzingie: 565x PS still looks absurd even after the flush. Hard to call that fair value when NVDA and Snowflake trade in a different universe

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590

Jontrade

08-17

$WDC 20260918 300.0 PUT$ it is a good profit ...closing it....

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627

DengDeng

08-17

$Strategy(MSTR)$ 2-3 trading day short swing trade

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420

HODL2MOON

08-18

$Advanced Micro Devices(AMD)$ time to be more bullish

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381

JosC

08-18

$SPDR S&P 500 ETF Trust(SPY)$ we trust it will rise

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614

OneC

08-18

$Jardine C&C(C07.SI)$ wait wait wait till it wake up

# Winning Trades

TOPmoliya: how come ah cost price 33.977 and current price 27.650 but still in profit of s$5796

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482

DonutPapa88

08-18

$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ yes, I have done it .

# Winning Trades

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579

Adz5150

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

🔥 The S&P 500 Is Near Record Highs. TWO Dates Have to Earn My Next Dollar.

# Fed Chair Warsh Speaks Tonight — Will He Give Markets a Direction?

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