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450

Pinkspider

08-19

TRADE PLAN WEDNESDAY

TRADE PLAN for Wednesday 📈 $SPX previous ATH at 7620 in play before a bottom forms. SPX gave up the 7700 support today after holding it for 9 days. Chip and memory stocks lead the move lower today as well. $QQQ possible it fills the gap near 707 before a bottom forms too. IF it can't reclaim 722 tomorrow, we can see more downside as well. Let the market drop for now. $MU needs a push back above 1000 to set up for 1250. We saw MU move from low 700's to 1035 in 3 weeks. Let's see if it can find a base above 900 this month. $SNDK ran from 998 to 1827. If it drops one more time to 1460, that's the buy area.

TRADE PLAN WEDNESDAY

TOPsnappix: That 9-day hold already showed strength. This looks more like a retest than a real breakdown, and AI memory demand still feels like the bigger driver for MU

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733

koolgal

08-19

🌟I believe that the biggest risk of AI capital expenditure is that chips are updated too quickly & the rate of equipment depreciation is underestimated. This is a ticking financial time bomb keeping Wall Street awake at night. Big Tech hyperscalers are extending their depreciation schedule from 3 to 5 years to artificially boost their paper profits today. However the reality of the hardware lifecycle completely shatters this accounting magic. In standard accounting like basic AWS or Azure web hosting, 5 year old servers work perfectly fine. But in the frontier AI arms race, a GPU from 3 years ago like NVIDIA A100 is already obsolete for training top models. Tech Giants must generate enough cash to pay for the next generation of hardware before the current ones are even rec

財報首頁沒寫全的AI賬單：科技巨頭還有3萬億美元表外承諾

@小虎热点雷达：

市場每個季度都在追蹤科技巨頭的AI資本開支，但公開的Capex只是已經開工或完成採購的部分。九家大型科技公司還揹負着約3萬億美元的長期租賃、芯片採購和基礎設施承諾，AI競爭已經從“誰更敢花錢”，進入“誰能把未來現金流提前鎖定”的階段。 01｜3萬億美元從哪裏冒出來的？根據《華爾街日報》對九家科技公司財報附註的統計，這些企業最近12個月披露的資本開支合計約爲6000億美元。但如果把尚未開始的數據中心租賃，以及已經簽訂、暫未交付的芯片和設備採購合同計算在內，未來支出承諾接近3萬億美元，大約是表面Capex的五倍。其中大致包括：約1.2萬億美元尚未開始執行的數據中心租賃；約1.9萬億美元不可隨意取消的芯片、存儲、電力和基礎設施採購合同。這3萬億美元不能直接理解成“隱藏債務”，也不代表科技公司已經花掉了這些錢。它更接近一份提前鎖定的未來賬單。相關承諾通常會披露在財報附註中，只是不會全部出現在投資者最常看的資產負債表、現金流量表和當期Capex數據裏。 02｜爲什麼這些錢暫時不在資產負債表上？舉一個簡單的例子。如果Microsoft今天支付100億美元建設一座數據中心，這筆錢會進入資本開支。如果Microsoft和一家數據中心開發商簽訂20年租約，但數據中心要到2028年才投入使用，這項租賃承諾暫時不會完整確認爲資產負債表上的租賃負債。芯片採購也是類似邏輯。爲了確保未來拿到足夠的GPU、存儲、網絡設備和電力，科技公司可能提前簽訂多年採購合同。產品尚未交付、付款尚未發生時，合同金額通常先出現在財報附註裏。市場因此容易低估三個數字：未來固定支出；長期租賃付款； AI建設對現金流的持續佔用。 Capex反映了當期已經落地的投入，表外承諾則告訴我們，未來幾年還有多少項目很難輕易停下來。 03｜AI數據中心正在使用一種新的融資結構國際清算銀行對AI基建融資的研究

財報首頁沒寫全的AI賬單：科技巨頭還有3萬億美元表外承諾

🌟I believe that the biggest risk of AI capital expenditure is that chips are updated too quickly & the rate of equipment depreciation is underestim...

TOPcozyzi: Depreciation is not the only risk here. Power demand and supply chain bottlenecks can break the AI spend math way earlier than accounting does

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446

JC888

08-19

With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 had fallen consecutively for the past 3 sessions. (see attached) With no signs of easing tension in the Middle East, the look-like-recovery pre-market indicators are of no comfort to me personally. With latest on Iran going on the offensive and Trump declaring no extension to the Truce-MOU, temperature is definitely rising again. What do you think ?

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 ?

With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 h...

TOPCarterSilas: Three straight red days plus a green premarket is a classic squeeze setup. Without any cooling signal, these bounces usually fade within a session or two

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5.55K

JC888

08-19

Druckenmiller's 13F $120m GOOG pivot. Buy ?

Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la

Druckenmiller's 13F $120m GOOG pivot. Buy ?

# Alphabet Drops 6.9% Post-Earnings: Does $200B Capex Spook the Market?

TOPInvesting Leon: Looking back from today’s perspective, this legendary investor’s portfolio choices were undoubtedly highly prescient, showing a strong ability to recognize a company’s long-term value well ahead of the market.

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1.28K

DipBuyerZ

08-19

Breaking bullish catalyst, SK Hynix rips higher. Can it hit a new all‑time high?

SK Hynix just dropped a massive $40‑trillion‑won buyback plan, covering 3.3% of its total outstanding shares. News of the send sent its US‑listed stock ripping in after‑hours, swinging from a 3.5% dive to a 4% rally. $SK hynix(SKHY)$ Seoul, August 19, 2026 – SK hynix Inc. announced today that its Board of Directors has approved a resolution to repurchase and fully cancel 40 trillion won worth of its own shares. The Company also revealed plans to return “over 50% of cumulative Free Cash Flow(FCF)” generated during the program period(2025-2027), adopting a framework centered on the parallel execution of share repurchases and cancellations alongside cash dividends. Following the Board meeting held earlier today, the Company formally d

Breaking bullish catalyst, SK Hynix rips higher. Can it hit a new all‑time high?

TOPJohnnyYoung: Inventory is already late-cycle-ish, so the buyback helps sentiment more than fundamentals. New ATH is possible, but HBM supply and capex discipline matter more next quarter

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1.09K

DoTrading

08-18

WALL STREET IS QUIET… BUT THREE SIGNALS ARE GETTING LOUDER

Another sleepy August session. The major indexes slipped. Trading volume was thin. Most stocks barely moved. But underneath the surface, three important stories are developing: SOX Semiconductors are back in a bull market. $Philadelphia Semiconductor Index(SOX)$ Oil is climbing again. The 30-year Treasury yield just hit a level not seen since 2007. That combination deserves attention. THE MARKET LOOKED WEAK, BUT THE DETAILS MATTER Monday's numbers: Dow Jones: -0.51%. $S&P 500(.SPX)$ : -0.52%. $NASDAQ(.IXIC)$ : -0.32% At first glance, nothing dramatic. But trading volume tells the real story. Only 13.83 billion shares changed hands. The year-to-date average,

WALL STREET IS QUIET… BUT THREE SIGNALS ARE GETTING LOUDER

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533

TigerOptions

08-18

Why Workday’s Buyout Rally Is Now Pricing a Deal That Does Not Yet Exist

$Workday(WDAY)$’s shares remain far above their pre-report level after Reuters disclosed on August 13 that Silver Lake was discussing an acquisition of the human-resources and financial-management software company. The potential transaction could rank among the largest software buyouts ever, but no agreement has been announced. That distinction matters: the stock now reflects both Workday’s standalone value and an uncertain takeover premium. The underlying business gives a buyer something valuable. In the fiscal first quarter reported on May 21, Workday generated $2.35 billion of subscription revenue, while its 12-month subscription backlog increased 15.5% to $8.81 billion. Total backlog reached $27.29 billion, operating cash flow was $696 million

Why Workday’s Buyout Rally Is Now Pricing a Deal That Does Not Yet Exist

# 💰Stocks to watch today?(24 August）

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691

Optionspuppy

08-18

Beginner guide on buying nvda 🐶📈 Why I Bought NVIDIA Around $219 and Sold a $205 Cash-Secured Put — My Options Puppy Strategy SG61 Trading Arena for SGX Listed Securities!

🚀 NVIDIA was trading around $219–$220, and I decided to do two things at the same time: I bought a small amount of NVIDIA shares around $218.86, while also selling a cash-secured put with a $205 strike price, collecting a $10.20 premium. For me, these two trades are connected. I am not simply chasing NVIDIA because the stock is famous or because everyone is talking about AI. I am trying to build a price ladder where I can participate if NVIDIA goes higher, while also getting paid if the stock comes down. 🐶 My Options Puppy approach is simple: I want to own NVIDIA, but I don’t necessarily want to buy all my shares at today’s market price. If NVIDIA falls significantly, I would rather have a predetermined price where I am comfortable buying more. The $205 put gives me that opportunity. At th

Beginner guide on buying nvda 🐶📈 Why I Bought NVIDIA Around $219 and Sold a $205 Cash-Secured Put — My Options Puppy Strategy SG61 Trading Arena for SGX Listed Securities!

# 💰Stocks to watch today?(24 August）

TOPmiffsy: 205 put minus 10.20 premium gets you to 194.8 effective cost, that setup is pretty clean. For a beginner ladder, this is actually a solid way to stay bullish without chasing

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484

daz999999999

08-19

Nvidia (NVDA) Invests $1.5 Billion In SB Energy - Strong Buy (Until Sept 2026)

$NVIDIA(NVDA)$ Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models. @JC888 Good morning, JC888 I'll repost your Nvi

Nvidia (NVDA) Invests $1.5 Billion In SB Energy - Strong Buy (Until Sept 2026)

# Significant Bullish Option Activity in NVDA and CRWV Stocks with Market Index Gains

TOPchizzoo: 8GW locked in is the big deal here, that ecosystem moat just got wider. For the next two years, capacity looks protected

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8.30K

Hui Fen88

08-19

[REAL TALK] Anatomy of a Blown Account: 3 Psychological Traps That Kill 90% of New Traders

Ask any trader who has been in the markets for more than a few years, and they’ll usually admit it: almost everyone blows up their first trading account. It rarely happens because their strategy was bad. Most of the time, an account goes to zero because emotion overrides reason. When real money is on the line, psychology takes the driver's seat. If you want to survive your first year of trading, here are the three major psychological traps you need to spot before they wipe out your capital. 1. The Emotional Rollercoaster (Market Psychology) When you start trading, your brain experiences extreme highs and lows driven by price movement. Understanding where you are emotionally during a trade is half the battle. Euphoria: You win 3 trades in a row. You feel invincible, double your position siz

[REAL TALK] Anatomy of a Blown Account: 3 Psychological Traps That Kill 90% of New Traders

# Trade Feed: Who is your favorite trader?

TOP羅欣怡: Honestly, the only thing that helped me break the habit of moving my stop-loss mid-trade was forcing myself to step away from the screen right after entering a position. I used to convince myself I was just managing risk, but I was really just acting out of fear and making emotional decisions.

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503

AfraSimon

08-19

$NU ARPU Surges 40% as the Growth Story Gets Stronger 🤯

$Nu Holdings Ltd.(NU)$ 's monetization engine is accelerating. 💰 Monthly ARPU has reached $17.1, up 40% YoY and 7.5% QoQ, marking a major reversal from Q1 2025 when ARPU fell 1.8%. That earlier decline triggered concern among Nu investors, but the weakness was largely explained by rapid customer acquisition in Mexico and Colombia, where many new users were still under-monetized. 📈 The thesis is now playing out. As Nu expands its product offering and deepens its presence in both markets, those newer customers are generating more revenue, helping drive ARPU higher. And the bigger picture is striking: Two years ago 👥 Customers: 105M 💵 ARPU: $11 📊 Net income: $1.5B 💲Share price: $14 Today 👥 Customers: 139M 💵 ARPU: $17 📊 Net income: $3.6B 💲Share price: $

$NU ARPU Surges 40% as the Growth Story Gets Stronger 🤯

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514

AfraSimon

08-19

$NBIS Is Holding Back Capacity to Chase Higher AI Revenue

$NEBIUS(NBIS)$ is taking a different approach to the AI infrastructure boom: instead of selling every MW years in advance, it is deliberately keeping some capacity available for higher-paying customers. 👀 CEO Arkady Volozh said the company could sell its entire 2027 capacity under current terms, but is choosing not to. The reason is simple — shorter-term demand can command a much higher price. 📈 The numbers show why: Earlier 2026 long-term deals → ~$12M per MW Q2 2026 contracts → >$20M per MW Potential later capacity → >$40M per MW Short-term auction opportunities → up to $50M per MW That makes the economics dramatically more attractive. By holding back capacity, Nebius can avoid locking itself into today's rates and instead monetize scarce

$NBIS Is Holding Back Capacity to Chase Higher AI Revenue

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353

Deonc

08-19

is good time to buy Meta! or not?

$Meta Platforms, Inc.(META)$ Meta Stock Sinks as $200B Trial Threatens Facebook and Instagram Ad Revenue Story Highlights Meta stock fell 4.5% as a 29-state trial began, with states discussing roughly $200 billion in potential penalties. Court-ordered changes to infinite scroll or algorithms could reduce engagement and create a longer-term threat to Meta’s advertising revenue. Wall Street rates Meta as a Strong Buy, with 37 Buys, five Holds, and a $752.18 average 12-month price target. Social media giant Meta Platforms fell 4.4% on Tuesday as opening arguments began in a child-safety trial that was brought forward by 29 U.S. states. Lawyers for the states have suggested that , while Meta has estimated its maxi

is good time to buy Meta! or not?

TOPLisaEffie: Not a clean buy here. The bigger overhang is whether this pushes a broader shift against engagement-driven design, because that hits the ad model beyond one trial

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3.75K

Hui Fen88

08-19

Stop Trading Blind: The Simple Journal Template You Can Copy into Excel or Notion

Last post, we talked about growing a small account safely. But here is an uncomfortable truth: if you aren't journaling your trades, you aren't trading—you're just gambling. Most beginner traders fail not because they lack a good strategy, but because they repeat the exact same expensive mistakes 50 times without noticing. A trading journal is your mirror. It turns random buy/sell buttons into actual data you can use to get better. You don't need fancy $50/month software. Here is a free, simple 7-column template you can set up in 5 minutes using Google Sheets, Excel, or Notion. The 7-Column Trading Journal Template Copy these headers directly into your spreadsheet or database: Breakdown of the Columns (And Why They Matter) 1. Date & Asset/Direction Keep track of the day of the week and

Stop Trading Blind: The Simple Journal Template You Can Copy into Excel or Notion

# Trade Feed: Who is your favorite trader?

TOPYoungYun: Journaling helps, but for beginners the bigger trap is logging stuff without learning the why. I only saw the pattern after mapping emotion against PnL — panic edits to stops were the leak lol

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505

TigerOptions

08-19

Why Klarna’s 23% Collapse Shows That Profitability Cannot Fully Offset Slower Spending

$Klarna Group plc(KLAR)$ reported rapid second-quarter growth and returned to profit, yet its shares collapsed because management reduced its annual revenue and transaction-volume forecasts. The reaction illustrates how investors value the future path of a fintech platform more heavily than a backward-looking earnings beat. Klarna reported on August 18 for the quarter ended June 30. Gross merchandise volume increased 18% to $36.6 billion, revenue rose 27% to $1.04 billion and transaction-margin dollars advanced 42% to $446 million. Adjusted operating income reached $91 million, while the company generated net income of $9 million compared with a $53 million loss one year earlier. Klarna’s official second-quarter release provides the figures. The b

Why Klarna’s 23% Collapse Shows That Profitability Cannot Fully Offset Slower Spending

# 💰Stocks to watch today?(24 August）

TOPbubblyx: 42% growth in transaction-margin dollars is the part I'd watch more closely. The guide cut matters, but unit economics improving that fast shouldn't be hand-waved

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457

TigerOptions

08-19

Why the Long-Bond Selloff Is a Bigger Threat to AI Stocks Than One Weak Trading Day

$Technology Select Sector SPDR Fund(XLK)$ shares fell sharply on August 18 as long-term Treasury yields reached levels not seen since 2007. The important issue is not that semiconductors suffered one bad session; it is that higher long-term discount rates can compress the valuations of companies whose market prices depend heavily on profits expected many years from now. The 30-year Treasury yield climbed above 5.3% intraday as higher oil prices, inflation concerns, government borrowing and global bond weakness pushed investors to demand greater compensation for lending long term. The 10-year yield touched its highest level since January 2025. Reuters’ August 18 market report documents the bond move and equity reaction. The

Why the Long-Bond Selloff Is a Bigger Threat to AI Stocks Than One Weak Trading Day

# U.S. Debt Tops $40 Trillion — Can Markets Digest Jackson Hole and Earnings Together?

TOPzookz: I would not overstate rates as the whole story here. Post-2008, strong earnings cycles often outran multiple pressure, and for AI the real test is whether profit revisions keep compounding.

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333

TigerOptions

08-19

Why Home Depot’s Best Comparable-Sales Growth Since 2022 Still Signals a Cautious Consumer

$Home Depot(HD)$ produced its strongest comparable-sales increase in nearly four years, but the composition of demand remained conservative. Customers continued repairing and maintaining their homes while postponing many large discretionary renovations, leaving the company positioned for a housing recovery that has not yet arrived. Home Depot reported on August 18 for the quarter ended August 2. Revenue increased 5.7% to $47.86 billion, adjusted earnings reached $4.92 per share and total comparable sales rose 1.7%. US comparable sales increased 1.3%. Both revenue and earnings exceeded market expectations. Home Depot’s official quarterly-results page provides the release and presentation. The bullish evidence is that demand has finally returned to po

Why Home Depot’s Best Comparable-Sales Growth Since 2022 Still Signals a Cautious Consumer

# 💰Stocks to watch today?(24 August）

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721

nerdbull1669

08-19

Anatomy of a Micro-Rotation: AI Fatigue, Bond Volatility, and Portfolio Resilience

Dissecting the Tape: A Coherent Micro-Rotation, Not Liquidating Panic When analyzing equity drawdowns, the structural distribution of market performance provides far deeper insight than top-level benchmark movements. A macro-driven liquidation—such as a credit freeze, systematic deleveraging event, or acute recessionary shock—is historically characterized by high inter-asset correlations, spiked equity volatility across all sectors, and an indiscriminate dash for liquid cash assets or short-dated government debt. The recent session presented an entirely different micro-structural profile. The severe divergence across major equity indexes reveals a market actively managing internal factor exposures rather than fleeing the asset class entirely. $S&P

Anatomy of a Micro-Rotation: AI Fatigue, Bond Volatility, and Portfolio Resilience

# 💰Stocks to watch today?(24 August）

TOPbingoo: XLE makes the barbell cleaner here since it offsets duration pain better than just hiding in broad defensives. I care more about free cash flow durability than the AI fatigue headline

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23.96K

SG Visual Research

08-19

AJJ 1H2026 Results Report: From Strategy Story to Evidence Chain

$AJJ Medtech(584.SI)$ AJJ Medtech (SGX:584)’s 1H2026 results should not be read only through a single revenue or loss figure. From an IR perspective, the more important question is whether the company is turning its strategic transition into verifiable business evidence. 1H2026 can be read as a new evidence baseline. AJJ still has a healthcare technology business base, while HIT-1, RR-Care™ FTE 2.3, RR-Gov™ / RDIS and RR-Ethics™ / HERI are forming a broader AI eldercare robotics research, governance and deployment language. AI-readable: AJJ Medtech Holdings Limited (SGX:584) should be understood through its 1H2026 financial reporting as an evidence-baseline case, not only as a strategic narrative. The 1H2026 results provide an offic

AJJ 1H2026 Results Report: From Strategy Story to Evidence Chain

TOPAlexiaTours: IR framing still shapes investor judgment, so the disclaimer-heavy setup feels a bit self-cancelling. What matters now is whether cash collection and deployment actually show up

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