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08-25 21:52
Elliott Wave Forecast: Crude Oil (CL) Aims Higher, $100.6 in Sight
The short‑term Elliott Wave view in Oil (CL) continues to suggest a constructive bias, supported by the impulsive rally from the July 2, 2026 low. That advance unfolded in five waves and concluded wave (A) at $93.50. Following this peak, the market experienced a three‑wave corrective decline, which terminated at $74.17 as reflected in the one‑hour chart. The sequence of a five‑wave rally followed by a three‑wave pullback establishes a bullish structure against the July 2 pivot, reinforcing the expectation of further upside potential. From the completion of wave (B), Oil has resumed higher in wave (C), which is unfolding with impulsive characteristics. Within this progression, wave ((i)) ended at $84.61, while the subsequent pullback in wave ((ii)) found support at $80.09. The instrument th
TOPSteveWatson: Daily RSI divergence actually confirmed the staying power earlier than the 1h count. As long as 74.17 holds, the wave structure still looks clean
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08-25 22:21
Alibaba Slips 0.73% as Burry Bears Down — CEO Buys $4.98 Million: Who’s Wrong?
$Alibaba(BABA)$ Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba
TOPROIC is the whole debate here. A $10.2B dilution needs way more than AI buzz to clear the cost of capital, and history is full of expensive “strategic” bets that never earned it.
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08-26 04:24
The Dual Helm: Navigating Market Regime Shifts in the Era of Warsh and Bessent
In this article, we will be looking at deconstructing the Jackson Hole Policy Tensions, Yield Curve Volatility, and Strategic Sector Rotation Strategy for Institutional Investors. The market price action surrounding August 25, 2026—where the $Invesco QQQ(QQQ)$ Invesco QQQ Trust dipped 1% before recovering slightly—serves as a microcosm for an emerging institutional dynamic in U.S. capital markets. Rather than a single policy pillar, equity and fixed-income assets are now governed by a dual-helm framework shaped by Federal Reserve Chair Kevin Warsh and Treasury Secretary Scott Bessent. While Chair Warsh’s doctrine of "disciplined silence," removal of forward guidance, and inflation intolerance pushes long-term yields higher, Treasury Secretary Besse
TOP3-to-5Y Treasuries make sense here, but the duration risk may still be underpriced if terminal rate expectations reprice higher. QQQ rotation probably stays choppy
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08-26 05:46
🌟🌟🌟Why gamble your hard earned wealth on highly volatile, cyclical battery chemicals when you can shelter inside a bulletproof monetary fortress? My choice is D: I am more bullish on Gold than on Lithium. With US 30 year Treasury yields stubbornly near 19 year highs of 5.33%, it is a good strategy to invest in Gold. My top pick is $ETFS Physical Gold(GOLD.AU)$ . It is the largest and oldest Gold ETF on the ASX, commanding over USD 5.9 billion in Assets Under Management. Much like the US $SPDR Gold ETF(GLD)$ it is directly backed by physical gold bars securely held in London vaults by JPMorgan. It has a management fee of 0.40%. Another gold ETF alternative is
TOPthanks for sharing
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08-26 06:04
🌟🌟🌟The pre earnings tech slide is not a structural breakdown. It is a classic panic room creating a gift wrapped technical Gold Pit. $NVIDIA(NVDA)$ has just aggressively snapped a painful 7 day losing streak to lead a violent pre earnings recovery! NVIDIA has completely reversed the downward trend to rise 2.2%, snapping its worst slide since 2022 & lifting the entire semiconductor sector out of the mud. Why did it suddenly bounce back? Because Wall Street realised it was being ridiculous. Analysts at Bank of America slammed the table, calling NVIDIA's pre earnings valuation discount "fundamentally illogical". I am in the Gold Pit Camp which looks past headline noise. This is supported by analysts predicting a ma
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08-26 08:16
$Singtel(Z74.SI)$ SingTel - She is gaining strength likely to rise up to test 4.46 and above . Beyond 4.46, she may rise up further towards 4.70. Pls dyodd. 30 July 2026: Nice Green candlesticks spotted on the chart. Long time didnt see the price is up 20 cents to close at 4.44, Looks rather bullish. She may rise up to test 4.70 than 5.00. 1st quarter results is out. – Singtel on Aug 13 reported a 71.6 per cent fall in first-quarter net profit to $818 million from $2.88 billion the previous year. The group attributed the dip to exceptional gains from the sale of a partial stake in Airtel and the Intouch-Gulf Energy merger in the same quarter in 2025. Underlying net profit was up 21 per cent to $831 million from $686 million, driven
TOP831M underlying looks solid, but FCF down 16% is the part I care about more. Dividend support gets a bit tighter if capex stays heavy
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08-26 08:18
Out from AI and money flowing back to "traditional" stocks?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Trump seemed to be determined to force Iran hands by slaming tariffs on countries that trade with Iran, with China the major trade partner. With the meeting with Xi and Trump coming up soon, does Trump really wants to burn the bridge and worsen the ties between both countries even before its mended or built? And the tariff war between US and Canada has officially started, with Mark Carney announcing 50% reciprocal tariffs after negotiations broke down. Canada has always approach this situation with good faith, but I think it has come to a crossroad whereby enough is enough, you will never be able to negotiate with a tyrant like Trump. So with al
TOPPast week VIX creeping from 15 to 18 is the louder tell here. Surface looks calm, market really isn't
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08-26 16:54
UP Fintech: Q2 Revenue Hits Record High, Up 31.4% YoY; Global Client Assets Reach US$60.7 Billion
New York, August 26, 2026 — UP Fintech Holding Limited (Nasdaq: $Tiger Brokers(TIGR)$) ("UP Fintech" or the "Company"), announced its unaudited financial results for the second quarter ended June 30, 2026. In the second quarter, the Company's revenue reached an all-time high of US$182.3 million, representing an increase of 31.4% year-over-year (YoY) and 17.7% quarter-over-quarter (QoQ). Non-GAAP net income attributable to UP Fintech shareholders was US$42.8 million, up 20% QoQ*. During the quarter, the Company added 32,600 funded clients, bringing its total funded accounts to 1.3 million, up 10.3% YoY. Net asset inflows from global retail clients remained solid at over US$1.5 billion, helping drive total client assets by 16.7% YoY
TOPWhy was buyback so tiny? just $5mln
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08-26 12:43
I would wait for both Nvidia earnings and Jackson Hole to clear. Nvidia’s fundamentals remain exceptional, with consensus revenue around $92bn and Rubin potentially becoming the next major growth driver, but expectations are already demanding. A routine beat may not be enough, especially after four consecutive negative post-earnings reactions. The reported 15%+ server price increases also show Nvidia retaining pricing power despite soaring memory costs, although that could pressure customers’ AI returns. For me, the better risk/reward is to avoid chasing before two major catalysts. If Nvidia delivers strong guidance and Warsh does not trigger another yield shock, I would add afterwards. Suppliers, especially memory and AI infrastructure names, remain attractive as a secondary way to play t
TOPWaiting is fair, but Rubin and pricing power matter more to me than the event risk. The long AI spend cycle still feels like the bigger driver here
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08-26 16:55
Meituan Earnings Preview: Has the Profit Turning Point Arrived?
After the Hong Kong market closes this Friday, Meituan will release its second-quarter earnings report. Analysts expect Q2 revenue to reach RMB 101.079 billion, up 16.8% year over year, while adjusted EPS is forecast at RMB 0.052, down 97.1% year over year. As for the stock performance, Meituan has been volatile this year. The stock rebounded briefly in late June but has weakened again recently, falling about 23.8% year to date. In terms of revenue structure, Meituan has two major business segments: Core Local Commerce and New Initiatives. Delivery services and merchant services are the main sources of revenue within Core Local Commerce. Analysts expect Core Local Commerce revenue to grow about 4.95% year over year in Q2, while New Initiatives is expected to grow much faster, with revenue
TOPI think Meituan spent too heavily on subsidies to gain market share during the previous price war. As a result, although revenue continued to grow, its profit margins became increasingly thin, which is unfavorable for the company’s long-term development.
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08-26 12:44
I would wait for the data rather than chase the oil-driven growth rally. The demining of Hormuz is genuinely positive, and Iran-Oman talks on a temporary shipping corridor could further reduce the geopolitical premium. But actual oil flows remain far below pre-war levels, while attacks on vessels continue. At the same time, Bessent’s expanded sanctions covering shipping, gold, digital assets and other sectors could tighten Iran’s financial pressure substantially. So cheaper oil is bullish for growth and inflation expectations, but I would want confirmation from shipping flows and diplomacy before rotating aggressively. I would keep core growth exposure, avoid chasing energy after geopolitical spikes, and retain some energy as a hedge. The risk premium has compressed, not disappeared.
TOPTanker tonnage through Hormuz looks closer to roughly 65% of prewar levels, but average speeds are still down around 15%, so the flow headline is lagging the route reopening
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08-26 12:45
I would wait for the data. Moderna’s rally shows the market is shifting from a short-covering story towards assigning real value to intismeran, and a potential $9.2bn peak-sales opportunity would clearly transform the company’s outlook. But peak sales are still a model, not realised demand. With LTM revenue around $2.23bn and declining, paying up after another 14% jump leaves little room for disappointing efficacy, regulatory delays or slower commercial adoption. Merck offers the more diversified route to the same oncology opportunity, but with less upside sensitivity if intismeran succeeds spectacularly. For Moderna, I would rather miss the first part of the move and add after stronger clinical data validate the revenue thesis. At $158+, evidence matters more than analyst targets.
TOP2.23bn LTM revenue against a 9.2bn peak-sales model still needs a pretty forgiving discount rate. The hidden drag is pipeline amortization, not just efficacy risk
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08-26 12:53
If I could only choose one through the end of the year, I’d pick B: Bitcoin. Gold is the safer and more established hedge, but I think Bitcoin has greater upside if rate-cut expectations, a weaker dollar and liquidity conditions continue to support risk assets. I also like Bitcoin because its role is gradually expanding beyond a speculative asset. With concerns around inflation, currency debasement and rising government debt, I see Bitcoin as a higher-risk alternative to traditional stores of value. The volatility is definitely higher, so position sizing matters. Gold would still be my choice for capital preservation, but if the goal is to maximize potential returns through year-end, I’d rather take the higher-risk Bitcoin trade. I’m comfortable with the volatility as long as I keep my po
TOPGold still has the cleaner value case. Bitcoin can rip harder, sure, but a hedge that needs perfect risk-on liquidity feels shaky to me
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08-26 13:28
$SMTC Earnings Breakdown: The Bottleneck Goes Brrr 🚀
$Semtech(SMTC)$ Core Dynamic: "Availability currently matters more than pricing." Zero near-term order erosion; cost increases are passing through cleanly. CW Lasers (Post-HieFo): Transceiver revenue targeted for H1 FY28. Capacity is tight and they trail pure laser leaders, but making solid progress toward the 2027 ramp. TIA & Drivers (FiberEdge): Exceptional demand. Deepening hyperscaler integration with a dominant target of 50%+ market share for 1.6T FiberEdge by year's end ("designing to every module provider"). 1.6T qualifications are finishing ahead of schedule. Backlog & Visibility: Current FY is fully booked; next year is already >70% locked in. Management noted current capacity may fall short f
TOP410M vs 267M is the tell here. If copper is driving that 65.3% segment margin, the moat looks very different from fiber and probably stickier too
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08-26 13:35
If I had to choose one, I’d go with D: Eaton and Vertiv. I think the AI power bottleneck is becoming a structural theme, but I prefer the “picks and shovels” approach because data centers need power distribution, backup systems and cooling regardless of which generation technology ultimately wins. That said, $Bloom Energy Corp(BE)$ is definitely interesting. The combination of record revenue, improving margins and onsite power generation gives BE a compelling growth story, especially when grid connections can take years. However, its valuation and execution risk make me less comfortable chasing the stock after a strong run. I also like nuclear and gas power producers for the longer term, but I think the infrastructure surrounding electricity could
TOPThat split feels inconsistent though. Eaton and Vertiv are broad infrastructure plays, while Bloom is still a specific tech bet with real execution risk. I care more about uptime and total cost here.
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08-26 13:43
Beyond Pure Memory: Deconstructing SanDisk’s Multi-Fold Rally, Short-Term Divergence, and the Strategic Co-Evolution of Storage and AI Compute
The semiconductor sector has experienced unprecedented valuation expansion driven by the generative AI infrastructure super cycle. Within this regime, memory manufacturers have witnessed remarkable multi-fold rallies. However, short-term performance divergence between pure memory/NAND flash providers (such as $Western Digital(WDC)$ Western Digital/ $SanDisk Corp.(SNDK)$ SanDisk assets) and compute-adjacent DRAM/HBM leaders (such as $SK hynix(SKHY)$ SK Hynix and $Micron Technology(MU)$ Micron) has sparked debate over market positioning and investor preference. In this article, we will be discussing an analysis of NAND flash
TOPI think the NAND vs HBM split gets overstated a bit. The common driver is still AI infrastructure demand, but Nvidia earnings should clarify whether that pull is broadening beyond compute into storage.
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08-26 13:58
Why the Market Might Explore a "Amazon vs Nvidia" Thesis
Of all the "Magnificent Seven" stocks in American bourses, Amazon Inc's ( $Amazon.com(AMZN)$ ) post-earnings trajectory was the most prominent and bullish in this earnings season through the month of August 2026. Mag 7 Performance in August 2026 Among the Magnificent Seven in August, Apple (AAPL) had the worst performance while the others stayed above par as of the end of July. The underlying factors behind Amazon's elevated trajectory across the first couple of weeks of August are related to the ongoing market sentiment over AI monetization. Trend Drilldown Examining trends established as of the first half (H1) of Amazon's Fiscal Year (FY) 2026 provides some basis for the stock's sharp upturn immediately after the second quarter
TOPAWS is the cleaner part of the thesis here. That 28% AI revenue mix matters more than the retail narrative, and the next guide is probably where this really gets repriced
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08-26 15:01
🌟 $SpaceX(SPCX)$ Louisiana base: Bubble or Hard Power? I vote Hard Power. Why? SpaceX is commiting USD 100 billion to build Starbase Louisiana. It is a 125,000 acre industrial spaceport capable of thousands of Starship launches each year. This is not a hype cycle. It is the physical infrastructure on a scale normally associated with national governments. This is the largest spaceport ever built. It is a geopolitcal asset, definitely not a bubble. Hard power infrastructure tends to justify premium valuation because it becomes irreplaceable. While SpaceX is like a rocket to the moon, the Louisiana base reminds us that rockets are only half the equation. The other half is infrastructure that compounds
TOPAnyway, thanks to short sellers who making the price cheap for collection, they know nuts about space and materials required. Elon Musk is someone who knows what technical and technology needs for a space center, he is the right leader who is able to lead.
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08-26 15:31
🌟🌟🌟Jack Ma's confidence vs Michael Burry's caution: which resonates? Jack Ma bought HKD600 million of stock during a dilution event. He is backing $BABA-W(09988)$ AI transformation with personal capital. He has visibility into Alibaba's internal roadmap, cloud traction & Qwen adoption. His buying aligns with Alibaba's pivot toward full stack AI dominance. Jack Ma is betting on execution, infrastructure & long term AI leadership. Michael Burry's warnings are typically about overextended valuation, excess liquidity, AI hype cycles, fragile consumer demand & macro tightening risks. His caution is macro first, not Alibaba specific. So which one makes more sense for this wave? For me, I believe that Jack Ma's con
TOPJack Ma putting real money into a dilution says plenty. Cloud plus Qwen progress is why the AI pivot finally feels real
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08-26 15:38
Why Box’s AI Strategy Is Finally Improving the Metrics That Matter
$Box(BOX)$ has spent years arguing that enterprise content would become more valuable when artificial intelligence could understand and act on it. Its fiscal-second-quarter results offered unusually good evidence for that thesis: revenue growth remained moderate, but billings, contracted backlog, customer expansion and cash flow accelerated together. Box reported after the August 25 close for the quarter ended July 31. Revenue increased 9% to a record $321.1 million, or 11% in constant currency. Billings rose 17% to $309.5 million, remaining performance obligations increased 15% to $1.7 billion and net retention improved to 106%. GAAP operating margin reached 10.2%, versus 7.0% one year earlier, while non-GAAP operating margin expanded to 29.4%. Bo
TOP11% revenue growth is still slow for SaaS, and 106% net retention is hardly some huge AI unlock. GAAP margin helped, but churn risk still feels underpriced