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08-19
Legacy business still pressured—can Baidu pull off an AI turnaround?
$Baidu(BIDU)$'s Q2 Earnings Release: Revenue Declines 4% YoY to RMB 31.3 Billion, EPS Misses Estimates Baidu released its second-quarter earnings, reporting revenue of RMB 31.3 billion, down 4% year-over-year, which was in line with market expectations. However, adjusted earnings per share (EPS) came in at RMB 7.22, missing market consensus by 26%. Baidu now divides its business into two segments: AI business and traditional business. Within the traditional business segment, the advertising business based on search and information feeds continued to decline sharply, falling 23% year-over-year, remaining on a downward trajectory with no clear signs of a turning point. In terms of autonomous driving and smart hardware, Apollo Go (Rob
TOPInvesting Leon: Baidu’s AI business has already fallen behind. Continuing to discuss Baidu as a major AI player at this point clearly overlooks how China’s AI industry landscape has evolved.
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08-19
$INTU Reclaims $355 With Earnings Now in Focus
$Intuit(INTU)$ $Intuit Inc.(INTU) +4.41% Breakout: AI Tax Fears Fade, $355 Resistance Cleared, $422 Pivot Looms Latest Close Data: INTU closed at $350.41 (+4.41%) on 2026-08-19, with volume of 3.89M shares. Price is still 51.4% below its 52-week high of $721.54, but has bounced sharply from the $252.84 low. Intraday range: $343.00–$355.86. Core Market Drivers: 🔹 Software sector momentum lifted INTU after oversold conditions; Atlassian, Palantir and Datadog rallied earlier in the week. 🔹 Citi cut its target to $457 from $591 but maintained Buy, signaling AI-disruption fears around TurboTax may be overpriced. 🔹 Q4 FY2026 earnings due Aug 25 — guidance expectations are the next major catalyst. Technical Analysis: 📊 MACD remains bullish: DIF 13.82 >
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08-19
Can FOMC Minutes Stem the Rout? Bond Market Pressures, Tech Sell-Off, and Macro Risk Catalysts
Introduction & Market Backdrop: Bonds Pressuring Growth On Wednesday, August 19, 2026, global financial markets find themselves at a critical juncture. Equity indexes across North America, Europe, and Asia have experienced sharp selling pressure driven by a powerful global bond market sell-off. Long-term sovereign yields have climbed to multi-year highs, with the benchmark U.S. 10-year Treasury yield advancing to 4.71% and the 30-year Treasury yield rising to 5.28%. $US Treasury 10 Year Note ETF(UTEN)$ This upward repricing in risk-free rates has transmitted directly into technology and growth equities. The $Invesco QQQ(QQQ)$ Invesco QQQ Trust (QQQ), which tracks the Nasdaq-100 index, has declined by 1
TOPMinutes probably won't stop this. QT pace matters more than the memo, and 4.7% on the 10Y keeps crushing long duration tech lol
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08-19
$Advanced Micro Devices(AMD)$
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08-19
$American Tungsten & Antimony Ltd(AT4.AU)$ When the stocks all around are flashing red, we need those winners to keep up our spirits... AT4, probably not your typical go-to winner at times of volatility, has its strengths. A typical winner for downturns especially in tech, which I had shared previously, is an ETF such as $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ . It's not one that we normally hold in a portfolio with its time decay component for such leverage ETFs, which I had shared too. But, these are not normal times. Many retail traders or "investors" might disagree. I have gone through too many major market crashes to act any cool 😎 that party 🎉 🥳 is here to stay for
TOPFunding support is the bigger edge here than the chart setup. It cuts some of that pure explorer risk, and tungsten staying firm gives AT4 a cleaner path while antimony cools off
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08-19
$Tiger Brokers(TIGR)$ what's happening...
TOPAs per the option data, there is a crazy call wall at 5 strike price, price can only go up if it breaks and looks like some one knows more news or the environment is against the futu and tigr that the $5 may not be broken , it’s sad state
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08-19
High-Level Pullback Begins？Three Strategies for a Choppy Market
The anticipated pullback may already be underway: Three strategies for navigating today’s choppy market The U.S. equity market is currently in a highly sensitive, tightly balanced high-level volatility regime. Previously, cooling macro data—including softer-than-expected CPI and PPI readings—helped ease inflation expectations and created an exceptionally favorable backdrop for U.S. equities. Supported by these conditions, the S&P 500 continued advancing and reached fresh highs. However, renewed geopolitical tensions this week have disrupted the previous calm, as a sudden rise in crude oil prices has altered the market landscape once again. At this macroeconomic crossroads, characterized by an unusually large numbe
TOPCrude matters, but VIX term structure is the cleaner tell here. If front-month stays pinned, this “pullback” can fade fast lol
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08-19
Who is the Winner Under this AI Race?
Hello everyone! Today i want to share some ai trading ideas with you! 1 $Cerebras Systems(CBRS)$ says its new CS-4 delivers up to 30x faster inference than GPUs while doubling CS-3 performance and improving efficiency by up to 10x. That extra speed gives AI agents more room for reasoning and tool use while pushing Cerebras deeper into production workloads. 2 $Rocket Lab USA, Inc.(RKLB)$ was selected as one of five vendors for the U.S. Space Force’s Space Data Network with a 2027 Photon mission set to test interoperability with $SpaceX(SPCX)$ $2.3B network backbone. Rocket Lab’s $12M award covers a Photon spacecraft
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08-19
Korean Stocks Swing Wildly: Are Korea ETFs Still Worth Buying?
South Korea’s stock market has experienced an extremely volatile year. From the beginning of 2026 through June 22, the KOSPI staged a powerful bull run, reaching an all-time high of 9,114.55 on June 22. However, Korean equities then entered a technical bear market, falling all the way to 5,593 on July 30, representing a 39% drawdown from the peak. Since then, the KOSPI has rebounded sharply. By August 18, the index had recovered to 6,913, up 23% from its July low. So why has the Korean stock market experienced such an extreme cycle of surge, collapse, and technical rebound? Why did Korean stocks rally so strongly from the beginning of the year to June 22? I believe there were two main reasons. 1. The AI supercycle Since the beginning of the year, the global AI supply chain has entered a su
TOPWorth buying maybe, but the better question is whether EWY's liquidity premium already got stretched after that 23% bounce. Feels like short-term money has started taking chips off
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08-19
Semiconductors Plunged Collectively Yesterday — What Happened?
U.S. semiconductor and memory sectors saw a notable pullback on Tuesday. $Philadelphia Semiconductor Index(SOX)$dropped 5%, with broad‑based declines across the sector. NVIDIA fell 2.3%; Super Micro Computer, TSMC and ASML slumped over 4%; Intel tumbled 6.6%. Memory chip stocks took an even harder hit: SanDisk ‑9%, SK Hynix ‑9.2%, Micron ‑7%, Western Digital ‑7.4%, Seagate ‑9.2%. What triggered last night’s sharp sell‑off in semiconductors & memory Surging U.S. Treasury Yields Long‑dated Treasury yields kept climbing as markets priced out Federal Reserve rate‑cut expectations. The 30‑year U.S. Treasury yield broke above 5.31%, the 10‑year rose to 4.72%, and the 2‑year stood at 4.18%, steepening the yield curve. A $25 billion 30‑
TOPSOX down 5% is ugly, but this still looks more like profit-taking plus a macro puke than any real demand reset. Short term I am cautious, long term AI semi demand still looks intact
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08-19
NVDA& CBRS: Which One You Prefer?
$NVIDIA(NVDA)$ vs $Cerebras Systems(CBRS)$ $NVIDIA(NVDA)$ is far cheaper but is it a better bet today? For now, yes. But let's see where $Cerebras Systems(CBRS)$ can get to when it's through this early IPO period. Firstly, $Cerebras Systems(CBRS)$ valuation was insane. It came in with an IPO that was 20x oversubscribed and then hit ~90x FY26 revenue estimates on day 1. With the stock now trading ~$52B on $900M in FY26 numbers...the valuation is still insane at ~57x 2026 forecasts. But we're also trad
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08-19
The Reason I am Bullish on AMZN
Just want to add to this $Amazon.com(AMZN)$ math: E-Commerce: ARR is currently $547B. It's likely worth anywhere between 1 -1.8x sales which puts the e-comm valuation ~$800B. Digital Ads: FY26 revs is heading towards $80B+ with operating margins likely at +50% which puts operating income +$40B. I think a conservative multiple on this is in the 20x EBIT range which values the ads business ~$800B as well. That's a total of $1.6T in e-comm and ads. Overall valuation is $2.8T which means ~$1.2T is available for: -> AWS: Likely worth +$3T by 2030 -> Amazon Leo -> Zoox -> One Medical -> Prime Video -> Equity stakes
TOPAMZN is great. just need to wait for it to grow
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08-19
GOLD: The Area Around $4,362 May Mark the End of the Rally
Gold Technical Analysis: $Gold - main 2612(GCmain)$$XAU/USD(XAUUSD.FOREX)$ Currently, the 4-hour candlestick chart is showing a bearish downtrend, heading straight toward the lower Bollinger Band at $4,320. The price pattern has formed a “head-and-shoulders top” and “M-top” structure, indicating a short-term top. Since the pullback from the mid-August high (above 4,450), the highs have continued to decline. The current price has not only broken below the middle Bollinger Band at $4,378, but the short-term moving averages (MA5/MA10) have also formed a bearish crossover at higher levels above the price, confirming a short-term bearish trend. The area around $4,362
TOPwhere got so easy analysis gold movement one
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08-19
BTC: The Price is Off 50%, Why Nobody's Buying?
Everyone begged for a $Bitcoin(BTC.USD.CC)$ dip. It's here, 50% off, and nobody's buying. $Bitcoin(BTC.USD.CC)$ is back above 64k, up from the 58k low it tagged in June. It's sitting almost 50% under the October ATH near 126k; the exact discount everyone said they wanted. If bulls can push it back above 74k it'll signal a more risk-on environment for crypto and broader markets as a whole. If it stays under 74k crypto will continue to consolidate. If $Bitcoin(BTC.USD.CC)$ fades under 60k and trends towards 50k, it could trigger another larger selloff within crypto. Key Catalysts ETF flow reversal: S
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08-19
BTC, .SPX, META& AMZN Suffer Downward Momentum Right Now?
Hello everyone! Today i want to share some technical analysis with you! 1 $Amazon.com(AMZN)$ Technically a bull flag still on the weekly candle chart but things need to get goin quick. 2 $Meta Platforms, Inc.(META)$ If this breaks down through the 2023 pivot VWAP zone, this would be a big status quo change over the last 3 years. 3 $S&P 500(.SPX)$ Ready to test the S/R flip zone below? This would actually be the most normal thing to happen after a breakout like we recently saw. 4 $Bitcoin(BTC.USD.CC)$ Breakout on the daily candle chart. Or just anot
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08-19
TRADE PLAN for Wednesday 📈
TRADE PLAN for Wednesday 📈 $S&P 500(.SPX)$ 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. $Invesco QQQ(QQQ)$ 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. $Micron Technology(MU)$ 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.
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08-19
ADBE, MA, BABA, DKNG& META: Still Dip or Wait for Inversing?
Hello everyone! Today i want to share some technical analysis with you! 1 Taking a deeper look at $Meta Platforms, Inc.(META)$ 👀 Daily active users across the Meta family of apps continues to hit new highs. Revenue growth remains healthy across every major geography. Worldwide ad impressions growth has picked up off its 2024 slump. Despite all this, $Meta Platforms, Inc.(META)$ stock sits down -16% YTD. Is this a no brainer long-term buy? 2 Michael Burry has notably shorted some of the biggest names in the AI trade... Meanwhile, he's gone long $DraftKings Inc.(DKNG)$ But why? Let's take a look under the hood 👀 3 Pot
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08-19
Xiaomi jumps nearly 7% post-earnings. Time for a turnaround?
Today, $小米集团-W(01810)$ stock price surged, at one point rising over 5%, driven by a surprising counter-trend growth in its smartphone business gross margin. Previously, against the backdrop of high memory prices and a pressured consumer terminal market, market expectations for Xiaomi's smartphone business were relatively low. After the earnings report was released, the numbers showed that Xiaomi's smartphone revenue declined 7.5% year-over-year, and shipments also decreased significantly by 26.5% compared to the same period last year. However, the primary reason for this was the company's optimization of its product mix, which involved cutting shipments of mid-to-low-end models. The effects of this product premiumization strategy
TOPXiaomi has indeed made solid progress in its premiumization strategy, and the latest earnings show a clear increase in its exposure to higher-end products. However, the outlook for future growth is still not particularly optimistic, as Xiaomi’s transition toward the premium segment is not yet fully complete.
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08-18
$PLTR 20270617 120.0 PUT$ Sell early and let time earn you cash... Waiting to take profit.