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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
TOPblimpy: Currency 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
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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
TOPGrid 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 09:25
UOL - is the recent sell-down drying up?
With a year-to-date (ytd) return of 9.5% based on yesterday's close at $9.57, $UOL(U14.SI)$ is currently the sector leader amongst pure-property play developers, outpacing the likes of peer City Dev (+3.1% ytd) This is in spite of the 6% sell-down since UOL's earnings release on 12 Aug, with heavy profit-taking after its post-results spike UOL's share price had spiked 2.4% to a two-month high of $10.17 after reporting a 23% increase in net income to $252.2 million, before retracing, consistent with profit-taking after a strong run into the print 🤖Technically, Bloomberg AskB notes that UOL is currently hugging the lower Bollinger Band (around $9.40–$9.50 area), suggesting the stock is in a stretched short-term sell condition and acts as support l
TOPThat 702-unit Marina Square catalyst matters more than the Bollinger setup to me. Approval timing in 3Q and eventual margin uplift are the real tells here
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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 02:12
$Palantir Technologies Inc.(PLTR)$
TOPIV staying high does not magically cap downside. One sharp 20% flush can erase months of call premium, so the support level matters more here.