414
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08-25 12:27
Why Texas’s Data-Centre Pause Changes the Risk–Reward for Vistra
$Vistra Energy Corp.(VST)$ has been treated as a major beneficiary of rising electricity demand from artificial-intelligence infrastructure. Texas’s decision to pause new data-centre grid approvals shows why that thesis cannot be based solely on projected demand: political permission, grid reliability, water and who pays for new infrastructure now determine how much of the proposed load becomes real revenue. Texas Governor Greg Abbott directed the Public Utility Commission and ERCOT on August 3 to audit every data centre advancing through the grid-interconnection process before any project moves forward. Developers must disclose electricity and water needs, ownership, public incentives and plans to reduce community effects. The governor’s official
TOPPhoenixWhitman: Grid reliability is the bigger filter here. In ERCOT, only firm power with real transmission support turns queue hype into durable contract value
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08-25 12:03
Why Williams-Sonoma’s Margin Strength Faces a Housing-Demand Reality Check
$Williams-Sonoma(WSM)$ reports second-quarter results before the August 26 market open with its shares close to a record. The company’s first quarter combined positive comparable sales across every major brand with a 16.2% operating margin. The question is whether that performance can continue while expensive mortgages and low home turnover suppress furniture and renovation demand. Williams-Sonoma reported on May 21 for the quarter ended May 3. Comparable-brand revenue increased 4.8%, operating margin reached 16.2% and diluted EPS was $1.93. Pottery Barn, West Elm, Williams Sonoma and Pottery Barn Kids and Teen all generated positive comparable growth. Williams-Sonoma’s official first-quarter release provides the results. The bullish thesis is self
TOPBrand mix plus DTC is exactly why WSM can stay resilient here. Different banners catch different spend, and owning the customer relationship helps protect pricing when housing stays sluggish
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08-25 09:41
Gold is moving again.
Spot gold pushed above $4,600/oz, reaching its highest level in more than three months as Treasury yields weakened and concerns around U.S. debt and the dollar returned to centre stage. The interesting part isn't just the price. 🇺🇸 Treasury has expanded its long-term bond buyback program 📉 Long-term yields initially dropped 💵 The dollar came under pressure 🥇 Gold and gold miners rallied ₿ Bitcoin also responded strongly Ray Dalio has been warning that rising sovereign debt and currency devaluation could become a major problem — and has argued that roughly 10–15% gold exposure can make sense as a portfolio diversifier. But there's another side. Gold is still recovering from its January record rather than breaking into completely new territory, and a hawkish Fed or hotter inflation data coul
TOPI buy the 10–15% idea, but GDX makes more sense to me than bullion because miners usually give more torque when real yields ease. Cost discipline matters more than the headline gold price here
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08-25 09:33
Chart: Stocks vs Bonds Long-Term Cycles
Stocks beating Bonds should be no surprise for those paying attention. Stocks are in a raging bull market. Bonds are in brutal a bear market. But you might be surprised by the extent of it (see chart below). The rolling 10-year annualized total return spread (i.e. including interest for bonds, dividends for stocks) of stocks vs bonds just cracked 15% —the highest since 1960 (and eclipsing the 1929 high). $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Looking at the two series separately (below) we can see bonds making long-cycle lows, and stocks making long-cycle highs in real (CPI-adjusted) total returns. I think it’s important to emphasize the word cycle, because there does appear to be some rhyth
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08-25 11:21
💰 Stocks to Watch
Interesting setup heading into this week. 👀 📉 Tech / AI The Nasdaq finished lower as semiconductors came under pressure ahead of NVIDIA's earnings. $NVIDIA(NVDA)$ It’s my main AI watch. I'm not interested in chasing it before earnings — I want to see whether the numbers and guidance confirm that AI demand is still strong. A strong reaction could bring momentum back into the broader semiconductor sector. 🥇 GOLD MINERS Gold is the area I'm watching most closely. Gold has pushed back above $4,600/oz, with concerns around U.S. debt, the dollar and Treasury yields helping drive demand. My gold watchlist: $Newmont Mining(NEM)$ $VanEck Gold Miners ETF(GDX)$ ⭐ NEM — Newmon
TOPGold miners first for me — NEM and GDX still look constructive on the daily. As long as gold holds 4600, that momentum trade probably stays alive
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08-25 11:30
SGX Daily Top Movers (25-8-2026): D05, U11, O39, Z74, S68, BS6, S58, U96, C38U & 5E2 lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $UOB(U11.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $SGX(S68.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $SATS(S58.SI)$ $Sembcorp Ind(U96.SI)$ $CapLand IntCom T(C38U.SI)$ $Seatrium Ltd(5E2.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $Suntec Reit(T82U.SI)$ 3.Stocks/E
TOPTop 10 value share matters more here - that split tells you whether flows were concentrated or just broad market churn
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08-25 12:01
Semiconductors Sell Off Sharply — What’s Going On?
U.S. semiconductor and memory stocks posted notable losses on Monday. SanDisk ‑6.5%, SK Hynix ‑4.9%, Micron ‑5.8%, Seagate ‑6.5%, Western Digital ‑5.2%. NVIDIA fell 2.9%, marking its seventh consecutive trading day of declines — its longest losing streak since 2022. Super Micro Computer and Intel both dropped over 3%. Major semiconductor ETFs tracked the sector lower: $半导体指数ETF-HOLDRs(SMH)$ fell 2.4% and $iShares费城交易所半导体ETF(SOXX)$ declined 2.7%. On the macro front, Monday’s backdrop was relatively supportive. Crude oil pulled back: NYMEX October WTI crude fell $2.05 (‑2.35%) to settle at $85.01 per barrel. October Brent crude dropped $2.22 (‑2.35%) to $92.17 per barrel. The
TOPFeels overdone to me. AI compute demand did not vanish, and memory bandwidth pain is exactly why this capex cycle still has legs
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08-25 10:46
NVDA Q2 earnings - Sustainable or Hype ?
Did you know that $NVIDIA(NVDA)$ has been on a losing streak for the past 6 sessions. Its stock price has been pushed down to around $214 per share, marking its longest consecutive dip in 4 years ? (see below) However, Finbold’s leveraged ChatGPT's AI forecasting model forecast NVDA rebounding after the six-session slide, with a weighted 30‑day target near $236 and a base stock price range of $235–$245 by late September - provided quarterly earnings and guidance meet elevated expectations. Finbold has leveraged on ChatGPT's AI forecasting model to project the stock’s short-term trajectory for week beginning 24 Aug 2026. The model maintains a moderately bullish overall forecast, deriving a 30-day weighted average price target of approx. $236 per sh
TOPLong term I care more about enterprise AI ROI than one earnings beat. Data Center margins look great, but organic demand after funding loops fade is the real test
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08-25 11:18
The Market Is Rotating: Expensive AI Out, Financials and Consumer Stocks In
The Nasdaq fell while the Dow advanced. Nvidia and memory stocks sold off, while Visa, Mastercard, JPMorgan, Coca-Cola and Expedia moved higher. Money is not necessarily leaving U.S. equities—it is becoming more selective. The most important signal from the latest session was not the index decline itself. It was the widening divergence between market sectors. Nasdaq: -0.76% S&P 500: -0.28% Dow Jones: +0.26% QQQ: approximately -1.0% Technology ETF XLK: approximately -1.8% Equal-weight S&P 500 ETF RSP: +0.1% The contrast was even clearer at the stock level. AI and semiconductor names weakened: Nvidia: -2.9% Micron: -5.9% Sandisk: -6.5% Broadcom: -2.6% Semiconductor ETF SMH: -2.5% Meanwhile, financials and selected consumer names attracted buyers: Financial ETF XLF: +1.3% JPMorgan: +1
TOPB + E AI CapEx cycle: ACCELERATING There is no fundamental downgrade today. Microsoft still reports Azure +43%, demand above available capacity, US$678B commercial RPO and rapidly monetised new capacity. CapEx remains enormous. That makes the upstream supply chain more attractive, not less—provided Nvidia does not reveal genuine order deterioration tomorrow.If Nvidia delivers strong demand but the shares still fall, I would classify that primarily as: valuation/expectations reset. If Nvidia reports hyperscaler deployment delays or weaker forward orders, that becomes: fundamental deterioration.
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08-25
$Palantir Technologies Inc.(PLTR)$
TOPTA isn’t a magical bible either. I think you’re missing the point. What I’m saying is if you have conviction and read into details of pltr’s report, you can CHOOSE to sell CC that’re OTM. It isn’t a must. It’s an extra weapon in your arsenal. Huge difference in your premium flush point. Off topic.
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08-24
$Unity Software Inc.(U)$ Professionalism isn’t just my edge — it’s how I turn every move into an opportunity. 🐯📈 Big Boss, back the next winning move. @CaptainTiger @Tiger_comments @Daily_Discussion @TigerStars @TigerEvents @MillionaireTiger @TigerClub @Tiger_James Ooi <
289
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08-24
$MARA 20260828 11.0 PUT$ Small pocket money, closing it now as its quite volatile
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08-24
$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ This stock has been trading ups and downs for the past months. If you chase after it, you will probably fell short and trapped. It is one of live speculative stocks and your timing is probably must be right. DCA is one of the best approach with 20 percent Upside and downside whenever you trade with it. Good luck tigers :)
TOPDCA sounds wrong for a daily 2x product though, decay and path dependency can eat you up in a choppy tape. Timing matters more than averaging here
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08-25
$BitMine Immersion Technologies Inc.(BMNR)$ Building conviction in BMNR. Trust me, exciting rides coming soon. [Call] [Bless]
691
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08-25
$PLTR 20260918 240.0 CALL$ closing and wait to sell another call.
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08-25 10:45
Semis at a Crossroads 🔥 $MU Defends $900, $NBIS Breaks Support, $NVDA Tests $210
Good morning! 👋 Here’s the latest read on three key semiconductor names: 🔥 $Micron Technology(MU)$ Bulls Have One Level to Defend $MU bulls, you need to hold $900. If that level breaks, things could get ugly fast. The last major volume-profile support is still holding. Best case, I’m looking for a rebound toward the $1,100 institutional sell zone. ⚠️ But lose $900, and we could see a 30%–40% redistribution toward the institutional buy zone. I’m staying out of semis here. The upside simply isn't worth the risk. I’d rather wait and see whether $MU eventually reaches my buy zone over the coming months. 💥 $NEBIUS(NBIS)$ Support Gives Way The key support block has broken, opening the door for a move toward the
403
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08-25 10:40
$QQQ Hits Resistance as Semis Weigh on Nasdaq
$Invesco QQQ(QQQ)$ is now down roughly 4% since hitting our Smart Money Sell Zone. I've been short-term bearish on semiconductors for the past couple of weeks, and that weakness is now pulling the Nasdaq into a major resistance area. Right now, $QQQ is caught between bearish Smart Money resistance above and a volume-profile support block below. 📌 The key level is $700. If $700 holds, we likely get nothing more than a controlled pullback. That's normal and healthy within a longer-term bull cycle. ⚠️ But if $700 breaks, there's a price vacuum below, which could trigger a quick 5%–7% flush, with semiconductors likely driving most of the downside. For now, support is holding, so there's no reason to panic. 🎯 My trading plan doesn't change. I'll continu
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08-25 10:43
POLL>>🪙 | 💰 22 US Stocks Hit New Highs: V, KO, AMGN, BHP, SCHW,...
💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Twenty-two U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of August 21, 2026. The top 10 are led by a copper and mining cluster — BHP, Southern Copper, and Freeport-McMoRan — spanning diversified miners, integrated Latin American copper producers, and North American copper/gold majors, alongside global payments networks (Visa), consumer staples beverages (Coca-Cola), discount brokerage/wealth management (Charles Schwab), international retail banking (BBVA), independent refining (Valero), online travel (Expedia), and one large-cap biopharma name in oncology and bone-health therapeutics (Amgen). This concentration points to a str
TOPYes, Visa (V) can scale higher. It closed at a new all-time high of ~$382 on Aug 24, 2026. Analysts give a consensus “Strong Buy/Buy” rating with average 12-month targets around $413–$417 (roughly 8–9% upside), and some as high as $450. Drivers include steady double-digit revenue/EPS growth, high margins, share buybacks, and the structural shift to digital payments. Long-term models point to further gains if growth continues. No guarantees—markets fluctuate—but fundamentals support room to run.
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08-25 10:39
$SPY Remains in a Long-Term Bull Cycle, Pullbacks Could Create Opportunities
Our $SPDR S&P 500 ETF Trust(SPY)$ read has been dialed in lately, and the core view hasn't changed: bullishly cautious. The long-term bull cycle remains intact, but we're heading into one of the market's historically weakest months, September. Historically, $SPY tends to finish the month in the red. 📉 The key short-term zone is the 768–750 gap. There's currently a price gap between 768 and 750 on the daily chart. Our base case is a short-term pullback into that zone, representing roughly a 1.5%–2% decline. That's completely normal and healthy within a broader bull cycle. If the pullback extends further, a roughly 3% correction over the next 30–45 days toward the smart-money zone wouldn't surprise me either. 💡 For bulls, that's an opportunity ra