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08-25 13:30
Why Gold’s August Breakout Can Survive Central-Bank Buying but Not Any Real-Yield Shock
Gold has surged from roughly $4,000 an ounce at the start of August to more than $4,600, combining a weaker dollar, lower long-term yields, renewed ETF demand and exceptional central-bank purchases. The move is supported by more than one buyer class, but its speed makes it vulnerable if real yields rise again or Federal Reserve expectations become materially more hawkish. Spot gold reached $4,680.70 on August 24 before settling around $4,639.49, its highest close in more than three months. December futures settled at $4,697.80. The rally followed the US Treasury’s announcement that it would expand long-duration debt buybacks, which pulled yields and the dollar lower. Reuters’ August 24 gold-market report provides the price action and macro context. The structural bullish case is central-ba
TOPBerniceCarter: That $410-$415 zone matters more than the August spike. If September central-bank buying cools, GLD probably needs ETF flows to do the heavy lifting
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08-25 13:47
Strap up for a roller coaster ride ahead. The clock ticks closer to $NVIDIA(NVDA)$ high stakes Q2 earnings on Wednesday. Big Tech has started to slide backwards as fund managers scramble for exit doors. It's a triple uncertainty matrix : volcanic corporate earnings, a tense macroeconomic pivot at Jackson Hole & geopolitical crosswinds threatening to scramble global supply chains. The Standoff: To hedge or to ambush? The Safety First Camp: They look at the triple uncertainty & refuses to play Russian Roulette with their hard-earned cash. They said that US 30 year Treasury Bond yield is at 19 year high at 5.33%. Tech stocks are overvalued. They trim their tech exposure, buy protective put options & wait on
TOPCalling tech overvalued misses the point a bit. NVDA demand is still capacity constrained, and old valuation models look stale here.
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08-25 14:14
$Circle Internet Corp.(CRCL)$ : Are we looking at a classic "sell the news trap" where all future growth is already priced in OR is this sideways consolidation a gift wrapped in last parking space before an explosive upward launch? Crypto Bulls argue that evaluating Circle as a mere tech stock is an analytical error. Circle provides the essential cross border financial plumbing for the modern digital revolution. As global dollar demand skyrockets across emerging markets, USDC supply continues to scale at an exponential speed. Bernstein boldly forecast USD 140 as they believe the current flatline is a golden opportunity to accumulate more stocks of Circle. Sister Wood said that Circle is part of Galaxy Big 3 which includes
TOPBernstein's 140 only makes sense if the model assumes very high stablecoin demand elasticity. I care more about how they underwrite USDC supply growth versus yield compression
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08-25 14:30
The fundamentals of $Applied Optoelectronics(AAOI)$ have not deteriorated. In fact AAOI has just posted monster Q2 revenue growth of 86.4%. What happened was the management launched a huge USD 600 million At the Market or ATM equity offering that sent panic waves ripping through the markets. The deep value growth bulls argue that panic selling a company actively growing its revenue at 86% YoY is a mistake. The operational thesis is unchanged. Massive hyperscale cloud providers are still spending billions at data infrastructure. Demand for AAOI's ultra high speed 800G & 1.6T optical transceivers is booming. Raising capital for expansion is not a sign of weakness. AAOI is using the money to fund massive capacity i
TOPATM panic doesn't change the core thesis. If that cash really goes into 800G and 1.6T capacity, the dilution pain can look cheap in hindsight
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08-24
$BABA 20260918 109.0 PUT$ Hungry.... hope Sep can accumulate more good stocks I don't just want a lucky win—I want consistent profits. I'm willing to put in whatever effort is required to achieve that. My goal for Aug is to earn $10,000 (including premiums paid to close the options). June / Jul 2026: $1,721 / $26,431 Aug 2026: $24,300
TOPThat 10k Aug target is a clean benchmark, but is it tied to your realized edge or just BABA vol staying rich into Sep
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08-25
$BABA 20260828 130.0 CALL$ selling call option to earn premium and leveraging my share price.
BABA CALL
08-24 23:59
US20260828 130.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.30 2Lot(s) | +96.67% Holding |
TOP130 call at 0.3 is decent theta harvest, by next week that extrinsic is basically dust if BABA stays pinned
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08-25 15:54
Innovative drugs surge: Is earnings growth driving a sector value revaluation?
Innovative drugs surge: Is earnings growth driving a sector value revaluation? Today, Hong Kong-listed innovative drug stocks rallied sharply, with WuXi XDC soaring over 14%, Asymchem jumping 16.83%, and Insilico Medicine rising 12.87%. On the news front, WuXi XDC and Asymchem just released their interim 2026 results. For WuXi XDC, first-half revenue reached RMB 3.701 billion, up 37.0% year-on-year, in line with market expectations; net profit attributable to shareholders was RMB 819 million, up 9.9%; adjusted net profit attributable to shareholders was RMB 1.027 billion, up 37.4%, essentially matching revenue growth and indicating sound earnings quality. Gross margin was 37.0%, up 0.9 percentage points year-on-year. Order backlog remained robust, with unfilled service orders of approximat
TOPLonza and Samsung Biologics raising guidance matters, but the bigger rerating may be domestic out-licensing feeding CXO demand for longer than one rebound cycle
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08-25 14:45
Introducing the 2026 Million-Dollar Milestone
Turn your million-dollar ambition into a journey you can see, build, and celebrate. Recognise every step of progress, from the Tiger Gold Brick to the Million-Dollar Milestone. One milestone at a time. One journey towards a million. Start with one. Aim for infinity. ♾️ Not financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary Authority of Singapore. The Road to Million Dollars | Mr. Wu’s Big Opportunities in Small-Cap Gems The Road to Million Dollars | Zlance Made $1M Following 3 Simple Rules
TOPCute milestone branding, but can this kind of journey framing actually help anyone reach seven figures, or is it just dressed-up FOMO marketing
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08-25 13:42
Xiaomi Unveils 3nm In-House Chips: Can Its Stock Price Rise?
On August 24, Xiaomi officially unveiled three self-developed chips: the Xring O3, Xring O100, and Xring D100. Among them, the Xring O3 features a 10-core all-big-core CPU design, with its multi-core benchmark score surpassing 15,000 for the first time, representing a 60% performance improvement. It also debuts the G2-Ultra NX GPU, delivering an unprecedented generational upgrade with 85% higher performance and 64% lower power consumption. In addition, the Xring O3 is the world’s first mobile processor to support LPDDR6, offering bandwidth of up to 113.8GB/s, 48% higher than the Xring O1. Previously, Xiaomi has relied heavily on Qualcomm and MediaTek for smartphone chips. As its Xring chips continue to evolve, Xiaomi could further strengthen the autonomy of its chip supply chain while gain
TOP113.8GB/s is the part I care about more than the headline score. Real question is how much of that LPDDR6 bandwidth shows up in gaming and on-device AI latency
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08-25 14:00
NVDA, RKLB, SPY, AAPL& MU Wait for the Recovery Now?
Hello everyone! Today i want to share some technical analysis with you! 1 $Micron Technology(MU)$Time to get a bounce pretty much now or this shelf is going to turn into butter w/ price being the hot knife. 2 $Apple(AAPL)$ By no means a traditional head and shoulders with a defined neckline, but the structure is still partially there to at least be aware of. 3 $SPDR S&P 500 ETF Trust(SPY)$ Never a huge fan of seeing price at the apex of a rising wedge into one of the weaker seasonal times of the year. 4 $Rocket Lab USA, Inc.(RKLB)$ Hm, just seeing this now
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08-25 11:47
The Chip Sellers Were All Sold. The Buyers Closed Higher
Hello. On Monday the chip chain was sold from end to end. $Micron Technology(MU)$ closed down 5.83 per cent at US$910.43, $SanDisk Corp.(SNDK)$ fell 6.45 per cent, $SK hynix(SKHY)$ 4.92 per cent, $Advanced Micro Devices(AMD)$ 3.49 per cent, $Marvell Technology(MRVL)$ 3.27 per cent and $Intel(INTC)$ 3.12 per cent, while the optical name $Applied Optoelectronics(AAOI)$ dropped 13.77 per ce
TOPI’d lean slightly toward Alibaba’s insiders—but with a big caveat. Joe Tsai and CEO Eddie Wu buying roughly US$15.3 million of shares immediately after Alibaba’s discounted US$10.2 billion placement is a meaningful signal. It shows management is willing to put personal capital behind the same AI strategy they are asking shareholders to finance. But Michael Burry’s argument should not be dismissed. Issuing 710 million new shares creates real dilution, while Alibaba’s latest quarter already showed a 75% profit decline as AI investment surged. So I see this as a “prove it” moment. Management has bought time and computing power; now Alibaba must turn AI spending into cloud growth, higher margins and eventually stronger free cash flow. For me, insider buying is bullish—but execution is the real catalyst. If AI revenue accelerates, this placement could look brilliant. If returns disappoint, Burry’s warning will age very well.
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08-25 13:55
TRADE PLAN for Tuesday 📈
Hello everyone! Today i want to share some trading strategies with you! TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ 7 days of consolidation since touching the ATH at 7816. Let's see if SPX tests the 7620 level before a bottom forms. I don't see any real signs of strength in SPX or $Invesco QQQ(QQQ)$ yet. QQQ can fill the gap near 701 next. If we see a quick flush to 693 this week, this should mark a short term bottom. BE patient and wait until after Core PCE/NVDA earnings before taking any bigger trades this week. $SanDisk Corp.(SNDK)$ dropped 200 points from last night's highs at the open on Sunday. SNDK held at 14
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08-25 13:53
NVDA: The Earnings is Leading the Market
Hello everyone! Today i want to share some trading ideas with you! 1 SPX SMA(20)=7656. Bulls won't give up this point of contest without a fight. Still expect a bounce toward $NVIDIA(NVDA)$'s earnings on Wedn., when a cluster of factors would make the BIG BANG sound across the broader market. Timing is more important than other factors now. 2 $NVIDIA(NVDA)$ pre-earning & post-earning play book: 1, a sharp decline toward the earning date. 2, 2-3 days before the earning date, a 50% rebound. 3, post earning day, a sharp pop-up and reversal. 4, plunge afterwards for the same distance of the first leg. It's been a pattern.
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08-25 13:50
The Round of Sharp Gold Price Gains Stem Primarily from Three Factors
Hello everyone! Today i want to share some macro analysis with you! The core drivers behind this round of sharp gold price gains stem primarily from three factors. First, the weakening U.S. dollar and relatively low U.S. Treasury yields have provided solid support for gold prices. Second, ongoing geopolitical risks—including the U.S. expansion of secondary sanctions against Iran and the escalation of U.S.-Canada trade tensions—have continuously spurred safe-haven buying in the market. Finally, the U.S. Treasury’s plan to expand the scale of Treasury repurchases has been interpreted by the market as a potential erosion of the dollar’s creditworthiness, further highlighting gold’s anti-inflationary and safe-haven attributes. In early Asian trading today, gold surged to a high of $4,696.7. It
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08-25 13:29
Gold Is Surging Again — What’s Driving the Rally, and Can It Go Even Higher?
Gold has staged a powerful rally over the past week. Yesterday, spot gold climbed as much as 1.7%, breaking above $4,680 per ounce and reaching its highest intraday level since mid-May. Gold stocks and related ETFs have also benefited from the rally. Over the past week, Newmont (NEM), ProShares Ultra Gold (UGL), and Agnico Eagle Mines (AEM) have all recorded strong gains.$纽曼矿业(NEM)$$2倍做多黄金ETF-ProShares(UGL)$$伊格尔矿业(AEM)$ So what is driving this latest surge? In my view, there are four main reasons. 1. The U.S. Treasury’s Expansion of Long-Term Bond Buybacks Last week, the U.S. Treasury unexpectedly announced that it wou
TOPCurrency debasement is the bigger driver here, not just a safety bid. If real yields stay pinned, gold miners still have room to catch up.
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08-25 13:47
BMNR, V, MNST, META& BE Welcome Great Rebound Now
Hello everyone! Today i want to share some technical analysis with you! 1 Former Leopold favorite just picked up a new fan in Congress 👀 $Bloom Energy Corp(BE)$ 2 $Meta Platforms, Inc.(META)$ looking for that MACD cross as price pushes off a familiar level 👀 3 No AI. No semis. No software. No tech. Just energy drinks. $1,000 invested before 2004 is worth over $1,000,000 today Now that's a monster. $Monster Beverage(MNST)$ 4 $Visa(V)$ just entered price discovery 💳 5 Tom Lee comeback loading as $BitMine Immers
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08-25 13:21
Why Bitcoin’s Break Above $80,000 Still Needs ETF Buying to Outlast Short-Covering
Bitcoin has recovered from below $70,000 to approximately $80,250 in less than a week, but the character of the move matters more than the round-number breakout. The rally began with policy headlines and short-covering; it becomes more durable only if spot-exchange-traded-fund demand continues after the forced buyers have finished. The immediate trigger arrived on August 19, when the US Treasury said it would double the size of buybacks for longer-dated government debt. The intervention followed a bond selloff that had pushed the 30-year yield to its highest level since 2007. Lower long-term yields and a softer dollar improve the relative appeal of assets that do not generate income, including Bitcoin and gold. President Donald Trump also urged lawmakers to pass a version of the CLARITY Ac
TOPETF bid is the whole case here, but CLARITY drag can easily stall institutional flows for months. If that bid fades after the squeeze, 80k is just a headline move
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08-25 13:24
Why Alibaba’s $10 Billion Share Sale Starts a Three-Year AI Payback Clock
$Alibaba(BABA)$ has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. $BABA-W(09988)$ reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d
TOPThree years feels too generous here. If commerce stays soft and FCF does not turn positive soon, that dilution will look expensive fast
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08-25 13:26
Warm Tips: How to Make a Post with a Certain Topic
Warm Tips: How to Make a Post with a Certain Topic Dear Tigers, Unconsciously, the Q1 of 2022 has gone. Over the past period of time, we have witnessed many historic markets volatile, and the market is still under the anxiety of fast rate hikes and high inflation economic circumstances. While Tiger users keep sharing great comments, analysis articles, videos, etc. on US Market, SG stocks, AU stocks, UK shares, Futures market, Options, Cryptocurrencies, and other assets markets. No wonder we are rewarding great content every week: Till now, our community are lucky to gaining more and more new faces with great experiences in stocks trading . Usually, most Tigers may using Tiger Trade APP to trade and check instant information, also participate community's events for fun as well. If you are u
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08-25 09:08
Gold at ATHs: Navigating Dalio’s 15% Model, Physical ETFs (GLD vs. IAU), & Mining Stocks Geopolitics
As gold prices press into historic high territory, global investors face a structural turning point in asset allocation. Driven by persistent central bank demand, expanding sovereign debt, inflation tail-risks, and heightened geopolitical friction, bullion has reaffirmed its role as the premier non-fiat store of value. Ray Dalio, founder of Bridgewater Associates, advocates for a 10% to 15% portfolio allocation to gold as a structural hedge against fiat debasement, monetary disorder, and geopolitical stress. In this article, we would like to share our detailed analysis of whether retail and institutional investors should emulate Dalio’s model, how to execute exposure efficiently, and the critical trade-offs between physical gold vehicles and gold mining equities. 1. Introduction: The Macro
TOPDalio's 10-15% framework is reasonable, but for most people gold ETFs fit the hedge job better than miners. GDX can work, yet costs and country risk still do a lot of damage