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08-25
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
💰 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
TOPquixzi: Gold 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
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
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
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
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 <
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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]
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08-25
$PLTR 20260918 240.0 CALL$ closing and wait to sell another call.
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08-25
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
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08-25
$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
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
$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
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08-25
Nancy Pelosi’s $BE Bet Is Getting Attention
Three years ago, Nancy Pelosi reportedly bought 50 $NVIDIA(NVDA)$ calls at the $120 strike with one year to expiry, eventually making $4M+. Now, around 45 days ago, she reportedly bought 15,000 shares of $Bloom Energy Corp(BE)$ along with $5M in $BE call options, with an average stock price of around $181. 🎯 Possible $BE Call Setups If you're looking for longer-dated exposure: 🔥 June 2028 $400 Calls Around $65 — the preferred setup for maximum time value and more room for the thesis to play out. 💰 June 2027 $400 Calls Around $30 — cheaper, but with less time for the move to develop. ⚡ February 2027 $500 Calls Under $10 — much more aggressive and significantly further out of the money. For the February 20
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08-25
So far, no one has claimed it. When will the Ox model find its "mother"?
On August 20, 2026, an anonymous large language model named "Ox Alpha" suddenly topped the OpenRouter leaderboard and set a new record for single‑day usage. Since "Ox" translates to "bull" in Chinese, and it happened to coincide with the popularity of the movie Niu Lai (Bull Comes), netizens gave it the down‑to‑earth nickname "Niu Lai Model." The model immediately drew widespread attention—not only because of the mystery shrouding its anonymous creators, but also due to its undeniable hardcore capabilities. The technical specs of the Niu Lai model are truly impressive: it boasts an ultra‑long context window of 1,048,600 tokens, enough to accommodate a medium‑sized codebase. Programmers who tested it found that on certain tasks its performance can match or even surpass the well‑known model
TOPThat 1M+ context only matters if it actually converts into paid dev workflow usage. My first guess is Tencent
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08-25
YTD, Goldman $Goldman Sachs(GS)$ ’s Momentum bucket has had 24 distinct 1-day selloffs of more than -5%. That is already more than the prior 5 years COMBINED. “Short term volatility is greatest at turning points and diminishes as a trend becomes established." - George Soros