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08-24
Four Raises in One Week. The First One Is Already Below Its Placement Price
Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;
TOP苏36: Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the "toll collector," but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]
1.77K
568
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08-21
$MARA Holdings(MARA)$ Decided to closed after 2 days rally
558
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08-21
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using CBA (Cash Boost Account) @Tiger_Contra @TigerStars @CashBoost @Tiger_CashBoostAccount Support / Resistance 📈📉: Support: $348-351, $337, $328-330, $318 Resistance: $348-$351, $364, $374 Outlook 📝: TSLA opened above $348 today. Seems like TSLA is holding $48-351, thus we may be heading in for more short term upside towards $364. If TSLA manage to break
1.34K
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08-21
$Tesla Motors(TSLA)$ time to sell cover call soon? $Tiger Brokers(TIGR)$
910
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08-21
$TSLA 20260918 330.0 CALL$ zroom zroom ....fly to 🌙
513
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08-22
$MRNA 20260821 140.0 PUT$ A good try for me to do it.
582
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08-22
$NVDA 20260828 230.0 CALL$ spanned over fortnight 😅😅
570
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08-22
$SNDK 20260918 800.0 PUT$ decided to see whether I will be assigned to close while I went to sleep. Still thankful for the good profit.
2.08K
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08-22
$Taiwan Semiconductor Manufacturing(TSM)$ holding just a small portion and not doing anything about it. waiting for their fabs. Hold.
TOPsweet little gem, wish I held a little more.
579
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08-22
$BABA-W(09988)$ baba at least 170 by year end.
669
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08-23
$Advanced Micro Devices(AMD)$ bought before report out
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405
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08-23
$ZIM Integrated Shipping Services Ltd.(ZIM)$
640
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08-24
$BlackBerry(BB)$ waiting for the next earning pump! HODL
866
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08-24
$Advanced Micro Devices(AMD)$ lets start the new week with great win...
6.18K
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08-24
$NIO 20260828 5.0 CALL$ Finally locking in profits by month end. Lets see how earnings report goes on 1 Sept.[Surprised]
TOPSellers will be foolish to sell this week. Buy on dip with money you have. Likely to cross $5.
631
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08-24
$Bank of America(BAC)$ one of my biggest profits
539
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08-24
$Palantir Technologies Inc.(PLTR)$ very happy with this stock performance..
714
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08-24
$ORCL Jumps 3.1% on Cloud Capex Revival
$Oracle(ORCL)$ $Oracle (ORCL) +3.10% Bounce Off Support, Cloud & AI Momentum Building Toward $177 Resistance Latest Close Data 📊 ORCL closed at $146.47 on Aug 24, 2026, up +3.10% (+$4.40) from yesterday's $142.07. The stock sits 57.6% below its 52-week high of $345.72, but has rebounded +27.9% from the 52-week low of $114.50. After-hours price: $145.37. Core Market Drivers 📰 Oracle's AI infrastructure narrative is regaining traction after July's selloff. The expanded Google Cloud Gemini partnership announced July 30 continues to support OCI's multi-cloud AI positioning. Broader cloud capex sentiment improved after CoreWeave's strong earnings and guidance. Technical Analysis 📈 Volume: 19.64M shares traded, Volume Ratio 0.95 — slightly below ave