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08-20
$JMIA Gains 6.15% as Short Squeeze Bets and Africa E-Commerce Sentiment Improve
$Jumia Technologies AG(JMIA)$ $Jumia Technologies (JMIA) +6.15%: Africa E-Commerce Momentum Builds, $7.96 Resistance in Focus 🚀 Latest Close Data 📊 JMIA closed at $6.73 on Aug 20, up +6.15% (+$0.39), well off its 52-week high of $14.72 but rebounding sharply from the 52-week low of $5.69. Intraday range: $6.35–$6.77. Core Market Drivers 📰 African e-commerce sentiment is improving as risk appetite rotates toward oversold emerging-market tech. Short volume ratio remains elevated (~30%), fueling squeeze potential. No major company-specific catalyst today, but capital inflows turned positive over the past two sessions, signaling renewed institutional interest. Technical Analysis 📈 Volume was 1.38M shares with a Volume Ratio of 0.47—below average, sugg
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08-20
[Live With Selina Han] From Strong Earnings to Falling Stocks: Decoding Big Tech, AI CapEx & the Q2
The tech tape has been sending a confusing signal. Across six weeks, nearly every trading day carried a major earnings report, an AI CapEx update, or a macro catalyst — and yet strong results were repeatedly met with falling share prices. Alphabet, Microsoft, Amazon, Meta and Apple all delivered, all reaffirmed aggressive AI investment, and all saw post-earnings pullbacks. The signal underneath is the same one every investor now has to decode: the AI buildout is real and accelerating, but the market has stopped rewarding spending on its own and started asking a harder question — who can actually convert AI investment into sustainable earnings and cash flow? Understanding that shift, heading into Jackson Hole and a data-heavy Fed path, is no longer optional. We're bringing in Selina Han, Fo
TOPzubee: That shift is healthy, not bearish. 85B to 145B only matters if it shows up in cash flow, otherwise the market should stop paying for capex alone
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08-20
Cancer Vaccine Breakthrough Sends $MRK Surging 12.6% Toward $155
$Merck(MRK)$ $Merck & Co., Inc.(MRK) Soared +12.60% to $152.20: Cancer Vaccine Breakthrough Ignites 13-Year Record Rally, $155 Target in Sight 🚀💊 Latest Close Data: MRK closed at $152.20, up +12.60% (+$17.03) on 2026-08-20, marking the largest single-day gain since March 2009. The stock hit a fresh 52-week high of $153.50 intraday, just 0.85% below the all-time high zone. Volume exploded to 32.78M shares (Volume Ratio: 3.64x), dwarfing the recent daily average. Core Market Drivers: Moderna (MRNA) and Merck's personalized mRNA melanoma vaccine (mRNA-4157/V940) achieved the primary endpoint in a Phase 3 trial for high-risk melanoma patients, preventing recurrence or spread. The breakthrough ignited a biotech sector-wide rally, with MRNA nearly do
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08-20
NetEase Q2 earnings released: revenue up, profit down. Where is it headed next?
NetEase reported Q2 net revenue of RMB 30.1 billion, up 7.9% year-over-year and beating market expectations of RMB 29.54 billion. Gross profit came in at RMB 21.2 billion, rising 17.5% year-over-year and surpassing the consensus estimate of RMB 19.57 billion. In contrast, adjusted diluted net income per ADS from operating activities was RMB 12.02, falling short of the market's expected RMB 15.59. On a segment basis, online game services revenue reached RMB 25.02 billion, exceeding expectations by RMB 740 million, while innovation and other businesses generated RMB 1.64 billion in revenue, in line with market forecasts. On the bottom line, net profit attributable to shareholders of the company was RMB 7.0 billion, down nearly 18.6% from RMB 8.6 billion in the same period last year. Followin
TOPRevenue and gross profit beat is the hard part that matters. Profit got dragged by impairment, so I care more about the game pipeline and overseas traction here
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08-19
🌟The bubble squeezers vs the yield riders: which side should investors choose? The bubble squeezers are like prophets of doom & gloom. They point directly to the US 30 year Treasury Bond yield blasting to its historic 19 year high at 5.33%. They argue that expensive debt slows economies & crashes over leveraged accounts. Interest rate is poking the speculative bubble. Their play? Sell the rallies, hoard cash & watch gravity take its prize. The Yield riders treat bond market panics like seasonal allergies - uncomfortable, temporary & entirely predictable. Every time a hot inflation strikes or geopolitical headlines send yield to multi year peaks, they simply shrug. They believe in the deep deflationary power of technology & innovation. They
TOPI’m with the deflation-through-innovation camp here. A 5.33% long bond yield feels more like a valuation reset than the endgame, and that’s usually when quality gets interesting.
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08-19
🌟🌟🌟The $Intel(INTC)$ inversion: Is this a healthy change of hands or the edge of a trend cliff? Case 1: Healthy change of hands. Intel isn't just an ordinary chip designer. It has the US government backing, injecting billions in CHIPS Act funding to secure domestic silicon supply chains. Intel presents great value compared to its peers. Case 2: The case for Trend Inflection Point. Turning Intel into a world class foundry takes a decade, not a quarter. Every minor delay in Intel roadmap forces margins lower , making a 6.6% single day decline highly indicative of smart money using the recent rally as a liquidity exit door. The Verdict: Hold or Sell? I prefer to invest in
TOPSMH makes more sense here. Intel turnaround risk is real, and the basket smooths out roadmap misses while keeping the upside in chips
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08-19
Silver (XAGUSD) Elliott Wave Perspective: Higher Extension to Finalize Impulse
The short‑term Elliott Wave view in Silver (XAGUSD) indicates that the metal is unfolding an impulsive structure from the July 17 low. From that level, wave ((i)) advanced to $60.93 before a corrective pullback in wave ((ii)) reached $56.54. Following this retracement, the market resumed higher in wave ((iii)), which developed as another impulse of lesser degree. Within this sequence, wave (i) ended at $62.9, while the subsequent dip in wave (ii) found support at $60.85. The rally in wave (iii) extended to $66.47, and the pullback in wave (iv) settled at $64.2. The final leg, wave (v), concluded at $66.8, thereby completing wave ((iii)) at a higher degree. At present, the market is correcting in wave ((iv)), which is unfolding as a flat Elliott Wave structure. Down from the wave ((iii)) pe
TOPHourly RSI divergence lines up with that ((iv)) idea too. If 61.1 to 63.2 holds, silver probably has one more push higher
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08-19
Beginner guide to why even good news market drops
Beginner guide to why even good news market drops ConclusionDespite supportive headlines—President Trump’s remarks about reduced tariffs on Canada and the Federal Reserve’s signal of more easing for corporate buybacks—Nasdaq declined today. The primary driver was profit-taking in mega-cap technology shares after a sharp rally, compounded by lingering inflation data and quarterly options expiration (quad witching) volatility. The positive macro headlines were largely priced in, while traders focused on stretched valuations and rising Treasury yields. Key Information Factor Detail Nasdaq Composite Fell ~1.2% intraday (approx. 180 points) as of 2:30 PM ET Mega-cap drag Nvidia (-2.4%), Microsoft (-1.8%), Apple (-1.5%) collectively shaved ~90 points off the index Treasury yields 10-year y
TOPYesterday’s dip-buy mindset still makes sense to me. Short-term shakeout is normal, but the long-term tech growth story looks intact if yields stop pushing higher
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08-19
I’d pick A — a company I like that’s down 30% from its high. I’d rather take advantage of a meaningful pullback in a company whose fundamentals and long-term story remain intact than chase a stock simply because it’s making new highs. For me, names like $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ and $Micron Technology(MU)$ can become especially interesting after a correction. A 30% drawdown doesn’t automatically mean the thesis is broken; sometimes it creates a much better risk/reward entry point,
TOPA 30% dip only matters if the multiple resets too. For Nvidia, I care more whether valuation is back near its own range than the drawdown itself.
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08-19
MODERNA
MODERNA $MRNA JUST MORE THAN DOUBLED IN A SINGLE DAY The stock is +127% to $143.05, adding more than $80 a share in one session. Merck $MRK is +12%. A Phase 3 cancer vaccine trial read out this morning and the result was strong enough to reprice both companies: The personalized mRNA cancer vaccine from Merck and Moderna, paired with Keytruda, significantly extended the time melanoma patients lived without their cancer returning compared to Keytruda alone. It also cut the risk of the cancer spreading to distant parts of the body. More than 1,100 patients, all of whom had their detectable cancer removed by surgery first. This is the first late-stage trial the approach has ever run. The vaccine is built per patient. Every tumor carries its own set of mutations, so the shot targets the specifi
TOPPhase 3 came in way stronger than expected, and this MRNA repricing still feels early. Distant metastasis reduction matters even more than recurrence-free survival for solid tumors.
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08-20
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm still averaging up my position in $SOXL$ despite the recent pullback and correction because I see it as a reset within the broader semiconductor uptrend, rather than a reason to abandon my thesis. The recent weakness has brought down some of the overheated sentiment around AI and semiconductors, but the underlying demand story remains strong. AI infrastructure, data centers, high-performance computing and memory continue to require enormous amounts of semiconductor capacity, and I believe the long-term cycle still has plenty of room to run. The correction is actually one of the reasons I'm more comfortable adding gradually. After the strong rally earlier, valuations and expectations had
SOXL
08-19 01:42
USDirexion Daily Semiconductors Bull 3x Shares
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 126.16 | -3.31% Holding |
TOPHPC backlog into next Q2 matters more to me than the AI narrative. With SOXL the trend can stay right and still shake people out lol
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08-20
🌟 $SK hynix(SKHY)$ watched its share price dropped by 9% in a single session only to stage a sudden green candle recovery today. The big catalyst was the good news that SK Hynix management has approved a staggering 40 trillion won (USD 28.6 billion) capital deployment to aggressively repurchase and destroy about 3.3% of its entire share count over the next 3 months on August 19 2026. SK Hynix management also announced that it will return over 50% of all cumulative free cash flow directly to shareholders through 2027 via expanding dividends and aggressive corporate action. SK Hynix signed a massive, multi year co-development and infrastructure road map deal with $NVIDIA(NVDA)$ . This ti
TOP40 trillion won sounds huge, but memory downcycles chew through cash fast. Buyback headlines are nice, I care more about whether FCF can really hold up
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08-20
The semiconductor selloff is a wake up call for investors. Option B: Higher yields require further valuation adjustment is the absolute core driver. You cannot look at the tech stocks valuation in a vacuum. With the US 30 year Treasury Bond yield blasting to a 19 year high of 5.33%, paying extreme premium for future unproven tech earnings does not make sense. Higher yields from the US bonds is like a vacuum cleaner, sucking the speculative liquidity out of high beta tech stocks. The selloff isn't happening because AI demand died. It is happening because macro physics are forcing a standard valuation reset across the entire sector. While Option B tells you why the market is dropping, Option E is the ultimate strategy for turning that red ink into long term wealth. B
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08-20
🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone. Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters. Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A "Very Red" crash is almost entirely off the table because the underlying top line volumes are exceptionally health. Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple
TOPThe Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol
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08-20
🌟🌟🌟Landing a guaranteed 5.3% multi decade yield on risk free government treasury bond is something Wall Street has not seen since 2007. If you believe that inflation is in its tailend & a huge macroeconomic pivot is imminent, then lock it in. But if you believe that the geopolitcal premium is white hot with the 60 day US Iran negotiation expiring with no extensions, then it is best not to lock it in. As for me, I prefer to buy $iShares 0-3 Month Treasury Bond ETF(SGOV)$ which has a robust 3.6% yield divided into monthly payments. This is because SGOV strictly holds ultra short term US Treasury bills that mature in less than 90 days. If interest rates spike tomorrow, SGOV's share price stays completely flat, shie
TOPSGOV makes more sense here since the bills roll inside 90 days, so rate spikes barely touch NAV. That cash-like stability is the whole appeal
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08-20
I’m staying cautious on long-duration bonds for now. A 30-year yield above 5.3% is attractive, but oil prices, inflation concerns, weaker foreign demand and heavy Treasury supply could keep long-term yields elevated. I’d rather wait for more clarity from the Fed minutes and the Iran situation before locking in rates. For my portfolio, higher yields also mean pressure on high-duration growth and AI stocks because future earnings are discounted at a higher rate. However, I don’t see this as a reason to abandon AI or semiconductors. I’d continue DCA selectively and keep some cash ready for further pullbacks. For now, I prefer short-duration bonds or cash, while watching for signs that yields have peaked. If the 30-year moves significantly higher but inflation starts cooling, I’d be more comf
TOPSupply pressure is still the cleaner catalyst here. Next refunding announcement probably matters more near term than Iran, and long end can stay sticky even if inflation cools a bit
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08-20
Why Target’s $1 Billion Tariff Refund Should Not Eclipse Its Real Turnaround
$Target(TGT)$’s second-quarter profit doubled, but almost half of the operating-income improvement came from a one-time tariff refund. The more durable part of the story was less dramatic and more important: customer traffic, comparable sales and digital demand all grew together. Target reported on August 19 for the quarter ended August 1. Net sales increased 5.3% to $26.54 billion, comparable sales rose 3.8% and comparable traffic advanced 3.6%. Store comparable sales grew 2.7%, while digital comparable sales increased 8.7%, led by more than 25% growth in same-day delivery. Target’s official second-quarter release provides the reported figures and guidance. Earnings of $4.11 per share were twice the prior-year result, but included $1.65 per share
TOP20% ex-refund EPS growth sounds fine, but inventory days up 5 worries me more. With comps only up 3.8%, promo intensity can eat that margin fast
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08-20
Why Treasury Buybacks Cannot Fully Protect Stocks From a Hawkish Fed
US stocks rose modestly and long bonds rallied on August 19 after the Treasury doubled planned buybacks of older long-dated securities. Hours later, Federal Reserve minutes showed that inflation concerns were becoming more hawkish. Together, the events illustrate why the discount rate facing equities depends on both market plumbing and monetary policy—and why one cannot permanently cancel the other. The Treasury announced on August 19 that it would increase liquidity-support buybacks for nominal securities in the 10-to-20-year and 20-to-30-year sectors from a maximum of $2 billion to at least $4 billion per operation, effective September 9 through November 4. The Treasury’s official announcement states the change. The action followed a selloff that pushed the 30-year Treasury yield to 5.34
TOPBuybacks can ease near-term liquidity, but they do not reprice the terminal rate. In QT, dealer balance sheet appetite still caps how much control Treasury really has over the long end.
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08-20
Why Moderna’s Cancer-Vaccine Breakthrough Still Needs More Data Than the Stock Implies
$Moderna, Inc.(MRNA)$’s market value changed by tens of billions of dollars on August 19 after its personalised cancer vaccine succeeded in a pivotal melanoma trial. The result is scientifically and strategically important, but the 177% one-day share-price gain moved faster than the available clinical and commercial detail. Moderna and Merck announced before the August 19 market open that the Phase 3 INTerpath-001 trial met its primary endpoint of recurrence-free survival and a key secondary endpoint measuring freedom from distant metastasis. The study enrolled 1,137 patients with surgically removed stage IIB–IV melanoma and compared Merck’s Keytruda plus Moderna’s intismeran with Keytruda alone. The companies described the improvements as statist
TOPManufacturing feasibility matters more here. If FDA asks for more subgroup data, does the launch slip by 6 to 12 months?
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08-20
Why SQM’s Higher Lithium-Demand Forecast Does Not Eliminate Oversupply Risk
$Sociedad Quimica Y Minera De Chile SA(SQM)$’s record lithium volumes and stronger pricing produced a substantial second-quarter earnings beat. The company also raised its estimate of global lithium demand, but planned multibillion-dollar investment means shareholders still need demand growth to absorb expanding industry supply. SQM reported second-quarter results on August 19. Adjusted EBITDA reached $1.32 billion as lithium sales volumes exceeded 84,000 metric tons and prices improved. Its investor materials show quarterly revenue of approximately $2.47 billion. SQM’s official second-quarter materials contain the release, presentation and webcast. Management now expects global lithium demand to exceed 2.1 million metric tons in 2026, up from its