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482

DoTrading

08-21

THE BOND MARKET JUST RUINED THE PARTY

Wall Street went from relief to reality in less than 24 hours. Wednesday brought a Treasury-driven rally. Thursday brought the reminder investors didn't want to hear: The bond market still has the upper hand. The Dow plunged 698 points. The $S&P 500(.SPX)$ dropped 0.87%. The $NASDAQ(.IXIC)$ lost 1.00%. And the real warning wasn't the equity selloff. It was Treasury yields moving higher again. THE 30-YEAR TREASURY IS BACK IN THE SPOTLIGHT Yields After Wednesday's Treasury buyback announcement briefly calmed bond markets, yields reversed higher. 30-year Treasury: 5.25%. 10-year Treasury: 4.70% And that's the key message. Treasury buybacks may improve liquidity. But they don't magically solve the struct

THE BOND MARKET JUST RUINED THE PARTY

TOPtwisty: AI / Big Tech breaks first. Ngl the party should've ended earlier. Nasdaq was already priced for perfection, and 5% long yields just expose it faster

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60.84K

Elliottwave_Forecast

08-21

Elliott Wave Outlook: Bitcoin (BTCUSD) Launches New Bullish Leg

The short‑term Elliott Wave view in Bitcoin (BTCUSD) indicates that the cryptocurrency established a significant low on June 25, 2026. From that level, price action began to unfold with impulsive characteristics. The initial advance completed wave 1 at $66,990, followed by a corrective pullback in wave 2 that ended at $62,214.75. Momentum then shifted upward again, as reflected in the one‑hour chart. From wave 2, wave ((i)) concluded at $65,510, while the subsequent retracement in wave ((ii)) found support at $62,470. The structure has continued to develop with internal subdivisions forming another impulse of lesser degree. From wave ((ii)), wave (i) terminated at $65,080, and the corrective phase in wave (ii) ended at $64,112.8. Bitcoin then extended higher in wave (iii), reaching $70,089

Elliott Wave Outlook: Bitcoin (BTCUSD) Launches New Bullish Leg

TOPJulianAlerander: 72k is the cleaner wave ((iii)) target to me, not 70k. If momentum stalls there, this starts looking more like exhaustion than a fresh leg up

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277

PawsAndProfits

08-21

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $BYD Co., Ltd.(BYDDY)$ https://seekingalpha.com/article/4939059-byd-overseas-boom-changes-the-entire-thesis?mailingid=47146263&messageid=stocks_sectors_test_aug2026_adunit_control&position=stocks_sectors_adunit_control_freeread&serial=47146263.119&source=email_stocks_sectors&ssn=1&utm_campaign=Stocks+%26+Sectors_test_aug2026_adunit_control+2026-08-21&utm_content=stocks_sectors&utm_medium=email&utm_source=seeking_alpha&utm_term=Stocks+And+Sectors_test_aug2026_adunit_control Looks like the EV automobile market in China is too saturated, leading to BYD ex

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $...

# Xiaohu Hotspot Radar

TOPMyrnaNorth: Competition is the easy part to spot. The bigger hurdle is North America demanding localized supply chains and real brand trust, and that takes longer than overseas volume headlines imply

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613

koolgal

08-22

🌟For years, international fund managers dismissed the Singapore stock market as a slow moving retirement village - a dull boring market with old school banks , matured REITs & industrial conglomerates. Not any more. The Singapore market is now very much a vibrant market attracting global Institutional titans & ultra high net worth family offices looking for a safe haven to park their assets. That is why my answer is A: I am still bullish on $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ & $UOB(U11.SI)$ When DBS launches a campaign to hire 500+ young local professionals to scale its technology & wealth pipelines, it sends a clear message:

🌟For years, international fund managers dismissed the Singapore stock market as a slow moving retirement village - a dull boring market with old sc...

# SGX Weekly Market Review: STI Rises Over 1% Led by Financial Stocks and Record Highs for DBS, OCBC, and SGX

TOPAh_Meng: Gee… I heard most of these 500 will be doing sales… investment-linked insurance types… which is something I had experienced buying. Mixed bags of feelings… insurance should be what it is, protection. Investment on the other hand should also be what it is, growth and wealth… mixing both together might appear enticing for many older folks who don’t really know investing and simply want more interest for their savings… if the sales pitch says as it is, I would be fine, since even the non-educated would have been informed. A pity, from my past experiences, sales are sales. There’s always a glorifying package that masks 🎭 the actual product. I can only say that as Singaporeans become more affluent (assets and CPF rich), with cars 🚘 being so expensive, those savings have nowhere to go to, it’s no-brainer for DBS to grab as much of this low-lying fruit 🍈 🍇 as possible, ignoring what happens when an insurance claim really rises. They are the salesperson problem, isn’t it? [Facepalm]

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20.05K

Shyon

08-22

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm continuing to add to my SOXL position during this semiconductor pullback. I'm not trying to catch the exact bottom—I'm positioning for what I believe could be a near-term rebound. Technically, the pullback toward the 200-day EMA is important to me. This long-term trendline has historically acted as a key support area, and if buyers step in around here, the current weakness could turn into another higher-low rather than a deeper breakdown. Fundamentally, I still believe the semiconductor story remains strong. AI infrastructure, data centers, high-performance computing and memory demand continue to provide structural support for the sector. A correction doesn't necessarily change that lon

SOXL

08-22 01:22

USDirexion Daily Semiconductors Bull 3x Shares

Side	Price	Realized P&L
Buy Open	117.98	-6.52% Holding

Direxion Daily Semiconductors Bull 3x Shares

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm continuing to add to my SOXL position during this semiconductor pullback. I'm not trying t...

# Trade Feed: Who is your favorite trader?

TOPJasonzx: Good judgment. My judgment is basically the same as yours. At present, gradually build positions to reduce costs.

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379

Shyon

08-22

I think Samsung’s challenge isn’t whether it can build 2nm, but whether it can turn that technology into stable yields, major orders and repeat customers. $Taiwan Semiconductor Manufacturing(TSM)$ ’s real moat is its ecosystem and execution, not simply node leadership. Samsung needs strategic AI customers to trust it with multiple generations of chips. I’m most bullish on HBM and advanced packaging for the next AI cycle. $SK hynix(SKHY)$ is already converting AI demand into profits, cash flow and shareholder returns, which makes its position particularly attractive. For me, SK hynix is the proven AI-memory winner, while Samsung is the potential turnaround story. If Samsung can regain major foundry custom

I think Samsung’s challenge isn’t whether it can build 2nm, but whether it can turn that technology into stable yields, major orders and repeat cus...

TOPNormaHansen: TSM's moat really is execution plus stickiness in design enablement. The PDK flow, IP library depth and packaging co-optimization keep customers from hopping easily, and that repeatability is hard to fake

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205

Mkoh

08-22 11:29

TSMC is still winning the bulk of foundry orders because “having the technology” is only half the battle—execution, trust, yields, scale, and business model matter just as much (or more). TSMC holds roughly 70-73% of global pure-play foundry revenue while Samsung sits at ~6.5-7%. That gap has actually widened in recent quarters despite Samsung’s push on 2nm GAA and some high-profile wins (Tesla AI chips, some Nvidia/Broadcom work, HBM-related logic, etc.). Here’s why the big customers (Apple, Nvidia, AMD, Qualcomm, Broadcom, etc.) keep pouring most of their leading-edge volume into TSMC: 1. Yields and process maturity Samsung has competitive process tech and was earlier with GAA at 3nm, but yields on advanced nodes have lagged. Reports put Samsung’s 2nm around the mid-50s to low-60s perce

TSMC is still winning the bulk of foundry orders because “having the technology” is only half the battle—execution, trust, yields, scale, and busin...

TOPdoozii: CoWoS capacity and customer stickiness matter just as much here. Foundry leadership is not just node marketing when the packaging ecosystem keeps the biggest customers anchored

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334

Lanceljx

08-22 14:08

I would wait for Warsh’s tone, while keeping a core long-tech position rather than rotating aggressively into rate-sensitive assets yet. The key signal is that Treasury’s intervention only produced a temporary rally. The long end quickly returned to concerns over deficits, inflation and term premium. The 30-year yield has been around multi-decade highs, while the 10-year has remained near 4.7%. My positioning: Core: Stay long quality tech. AI earnings and structural capex remain powerful, although high long-term yields are the main valuation risk. Nvidia earnings on 26 August could provide another catalyst. Do not chase rate-sensitive assets yet. Banks, REITs, small caps and long-duration bonds could rally sharply if Warsh signals easier policy, but they could suffer if he emph

I would wait for Warsh’s tone, while keeping a core long-tech position rather than rotating aggressively into rate-sensitive assets yet. The key si...

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

TOPMoiraHorace: Term premium probably still looks underpriced here. If the long end keeps rejecting rallies, quality tech stays the cleaner place to hide.

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231

Lanceljx

08-22 14:09

I would watch margins next quarter, while giving Alibaba a modest cloud re-rating. The bullish case is real: Cloud and Compute grew 45%, its strongest growth in 22 quarters, while cloud adjusted EBITA jumped 133% and margin expanded to about 12%. AI product revenue has also delivered triple-digit growth for 12 consecutive quarters. But I would not fully re-rate BABA on cloud growth yet. The problem is capital intensity. Capex rose 75% to RMB67.7bn, while GAAP net profit fell roughly 75%. Management is effectively exchanging near-term earnings and free cash flow for future AI capacity. The crucial question is therefore not whether AI demand exists. It clearly does. It is whether cloud revenue and margins can grow faster than AI infrastructure spending. My hierarchy: 1. Cloud gro

I would watch margins next quarter, while giving Alibaba a modest cloud re-rating. The bullish case is real: Cloud and Compute grew 45%, its strong...

# Alibaba Hit Twice — Down 8.6%, Then HK$80 Billion Drained. Are These the Same Story?

TOPhuuou: 45% cloud growth plus 133% EBITA says the turn is already real. I think the capex fear is a bit overstated unless margins stall next quarter

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296

MojoStellar

08-22 21:19

Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in the markets. Tesla continues to be one of the most fascinating names in the market, with investors watching closely as the company pushes further into autonomy, robotics, Cybercab and the long-awaited Roadster. At the same time, SpaceX represents another major piece of the broader innovation story surrounding Elon Musk, from space technology and satellite connectivity to the possibilities that could reshape entire industries. For me, the biggest takeaway is not simply the price movement, but the importance of having the patience to let a trade develop and the discipline to take profits when the opportunity presents itself.

Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in...

# SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

TOPDebbyLily: Patience works until valuation stops forgiving execution. Tesla still has to earn this multiple with way more competition on the road

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465

MojoStellar

08-22 21:24

Grateful for the Gains, Looking Ahead A little reflection on Tesla, SpaceX, and the opportunities that come with staying patient and disciplined in...

# Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst

TOPbingoo: Patience matters, but TSLA still looks priced for way too much Cybercab and Roadster upside already. The discipline part I get; the risk reward here just feels thin

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108

Lanceljx

08-23 10:59

Nvidia, Fed and AI: My Trading Plan for the Week The market has a big week ahead. Nvidia reports on 26 August, while the Jackson Hole symposium starts shortly after. Both could determine whether the recent AI-led rally resumes or faces another leg down. My main watchlist is $NVDA, $MU, $AVGO and $AMD. Nvidia is the key event because expectations are extremely high, with analysts looking for roughly US$92bn revenue. I would not chase NVDA before earnings. A strong guide could lift the whole AI semiconductor complex, while a disappointment could create a much better entry point. $MU is particularly interesting to me because rising AI server demand is driving strong memory requirements. Nvidia's reported price increases for AI servers, partly reflecting soaring memory costs, reinforce this th

Nvidia, Fed and AI: My Trading Plan for the Week The market has a big week ahead. Nvidia reports on 26 August, while the Jackson Hole symposium sta...

# 💰Stocks to watch today?(24 August）

TOPNellyJob: MU is where I’d look first. Edge AI and LPDDR5X demand still feel underpriced, so the memory tightness could last longer than people think

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313

1PC

08-23 17:10

💾Memory stocks bounced: SK Hynix +4.4%, Micron +4.0%, SanDisk +2.0%, while the inverse SNDQ fell −4.5%. The driver wasn’t demand, but payouts — SK Hynix confirmed a ₩40tn buyback, and Samsung pledged 50% of free cash flow.🐯 The bull case is dividends & torque. The bear case is downstream cost pressure — Xiaomi’s profit dented, Intel GPU prices +48%. My view: I’d wait for downstream acceptance before chasing. Without proof that end‑users can absorb higher costs, the rebound looks fragile.[Duh] @JC888 @Barcode @Aqa @DiAngel

💾Memory stocks bounced: SK Hynix +4.4%, Micron +4.0%, SanDisk +2.0%, while the inverse SNDQ fell −4.5%. The driver wasn’t demand, but payouts — SK ...

# Shareholder Return Pledges Spark Memory-Chain Rebound Thursday — Chase It?

TOPfluffzo: That ₩40tn buyback is big, but I care more about the actual cash yield to minority holders. FCF pledges and cash in hand are not the same thing

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137

1PC

08-23 17:29

📉🐯I’m going with A — SK Hynix. A 30% drop gives me a chance to buy at a discount[Surprised], while the ₩40tn buyback pledge adds strong support. 💰 Dividends + torque are attractive, but I’d rather wait for downstream acceptance before chasing stocks at all‑time highs. 🚀[Cool]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal

[Wednesday This or That] A Stock Down 30% or One at an All-Time High?

@TigerEvents：

Every Wednesday, we’re putting two investing choices Here’s today’s matchup: A | A company you like, but the stock is down 30% from its high B | A strong stock that has just hit a new all-time high If you had to buy one today, are you picking A or B? 👇[Thinking][Thinking] $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $OCBC Bank(O39.SI)$ $SpaceX(SPCX)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ Drop your pick and tell us why for a chance to win some Tiger Coins [Allin][Allin] Rewards a

[Wednesday This or That] A Stock Down 30% or One at an All-Time High?

📉🐯I’m going with A — SK Hynix. A 30% drop gives me a chance to buy at a discount[Surprised], while the ₩40tn buyback pledge adds strong support. 💰 ...

TOPVernaFred: That 40tn buyback is the cleaner signal here. Waiting for downstream acceptance might mean paying up after the easy part is gone

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298

Mickey082024

08-23 22:52

Nike Stock: Is the Swoosh Finally Cheap Enough to Buy?

$Nike(NKE)$ Nike (NYSE: NKE) has fallen to roughly $41, a level not seen in more than a decade. The stock looks cheap on the surface, but the deeper question is whether investors are buying a damaged brand or a temporarily impaired franchise. Nike's latest fiscal results show a company still struggling with weak demand, China, product freshness and profitability. Fiscal 2026 revenue was $46.4 billion, essentially flat year over year and down 2% on a currency-neutral basis. Net income declined 3% to $3.1 billion, while diluted EPS fell to $2.10. At the same time, there are reasons not to write Nike off. North America has shown resilience, wholesale is recovering, management is rebuilding its product pipeline, and the company still owns one of the wo

Nike Stock: Is the Swoosh Finally Cheap Enough to Buy?

# 💰Stocks to watch today?(24 August）

TOPPhoebezzz: Thanks for the detailed analysis.[Strong] May I know that do you think Nike’s current weakness is mainly a temporary trough in earnings, or has the company’s long-term competitive position changed?

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1.96K

nerdbull1669

08-24 06:07

Navigating the Memory & Storage Rally: Short-Term Sentiment, Year-End Fundamentals, and Bull Put Spread Return Modelling

U.S. memory and storage equities experienced a powerful surge during the mid-August trading sessions, driven by a confluence of geopolitical policy shifts and massive capital allocation commitments from leading South Korean semiconductor giants. Washington’s direct policy intervention advising domestic technology enterprises against procuring memory components from Chinese suppliers — specifically targeting DRAM from CXMT and NAND flash from YMTC—has effectively created a protective moat around domestic and allied suppliers. In this article, we would like to share how investors can navigate this memory and storage rally, on short-term sentiment, especially concurrently, South Korea's $SK hynix(SKHY)$ SK Hynix and

Navigating the Memory & Storage Rally: Short-Term Sentiment, Year-End Fundamentals, and Bull Put Spread Return Modelling

# Shareholder Return Pledges Spark Memory-Chain Rebound Thursday — Chase It?

TOPPhoebezzz: Thanks for the detailed analysis. May I know that what do you think the outlook for the memory and storage industry will be over the next 1-2 years?

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476

koolgal

08-24 06:27

The S&P500 Peak Paradox: Are We Rocketing to 8500 Or Is It A Trap?

🌟🌟🌟The S&P 500 has blasted through the stratosphere to reach new spectacular all time highs. With global bond yields hovering new multi decade highs, investors face a defining choice: Are we looking at a permanent mainline offensive breakout, or is a violent correction lurking around the corner? How High Can the S&P500 Go? Target 8000, 8500 or a Pullback? The bullish analysts on Wall Street argues that treating the current breakout as a standard, overextended bubble is a mistake. Their reasons are: The AI Productivity Moat: Premier research desks at Goldman Sachs and JPMorgan indicate that if corporate investments in AI infrastructure successfully trigger an efficiency wave across non tech sectors, the S&P 500 index commands an uninterrupted runway towar

The S&P500 Peak Paradox: Are We Rocketing to 8500 Or Is It A Trap?

# 🎁 Another S&P 500 High! Is it now to chase the rise, or should we be cautious?

TOPWilliam85: Forward PE already prices in a fat chunk of the AI productivity story. For SPY the real test is whether earnings breadth expands beyond mega cap tech lol

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199

Lanceljx

08-24 10:29

Market watch: AI, Alibaba and Fed risk Today’s big theme is risk management before Nvidia earnings. Asian markets are subdued, while oil remains elevated as investors await further Iran-related developments. Nvidia is the key event this week, with the market expecting around US$92bn quarterly revenue, so any guidance surprise could move the entire AI complex. Alibaba is the standout mover: its HK$80bn share placement to fund AI triggered a sharp sell-off, with shares falling as much as 10%. The long-term AI investment story remains interesting, but dilution and the huge capex burden make this a “wait for stabilisation” trade rather than blindly buying the dip. Stocks on my watchlist: NVDA, MRVL, MU, BABA and TCEHY. My trading plan: I would not chase AI stocks ahead of Nvidia. Instead, keep

Market watch: AI, Alibaba and Fed risk Today’s big theme is risk management before Nvidia earnings. Asian markets are subdued, while oil remains el...

# 💰Stocks to watch today?(24 August）

TOPchimey: I care more about the IV crush after earnings than the direction itself. Nvidia can rip, but if guidance is only in line the whole AI trade probably gets messy fast

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204

TigerOptions

08-24 10:51

Why Dick’s Sporting Goods Must Prove That Foot Locker Can Earn Its Keep

$Dick's Sporting Goods(DKS)$ reports fiscal second-quarter results before the August 25 market open. The company’s core stores are performing well, but the acquisition of Foot Locker has transformed the investment case. Investors now need evidence that Dick’s can repair Foot Locker without weakening the margins and brand relationships that made its own business successful. For the first quarter ended May 2, Dick’s generated $5.16 billion of total sales, including $3.38 billion from its namesake business and $1.79 billion from Foot Locker. Comparable sales at the Dick’s segment increased 6%, with both transactions and average ticket contributing. Segment profit at Dick’s was approximately $361 million, while Foot Locker contributed only about $17 mi

Why Dick’s Sporting Goods Must Prove That Foot Locker Can Earn Its Keep

# 💰Stocks to watch today?(24 August）

TOPRiver0: That $17M profit contribution is tiny next to the core. Feels like gross margin and inventory turns at Foot Locker decide whether this deal works

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294

TigerOptions

08-24 11:10

Why Abercrombie’s Next Report Must Separate Brand Durability From a Fashion Cycle

$Abercrombie & Fitch(ANF)$ reports second-quarter results before the August 26 market open. The company’s multi-year revival has been genuine, but first-quarter comparable sales and margin contraction showed that exceptional growth cannot continue automatically. The next report must demonstrate that brand relevance is durable rather than the product of one unusually favourable fashion cycle. For the quarter ended May 2 and reported May 27, net sales increased 2% to a record first-quarter $1.1 billion, marking a fourteenth consecutive quarter of growth. Comparable sales declined 1%, operating income fell to $89 million from $102 million and operating margin contracted to 8.0% from 9.3%. Diluted EPS declined to $1.47 from $1.59. Abercrombie’s off

Why Abercrombie’s Next Report Must Separate Brand Durability From a Fashion Cycle

# 💰Stocks to watch today?(24 August）

TOPnizzmo: From the balance sheet angle, inventory turns matter as much as comps here. If turnover slips again while cash from operations softens, the brand story gets a lot less durable

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