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1.66K
General
Shyon
·
08-26
I’m leaning cautiously bullish on gold here, but I wouldn’t chase it aggressively. The Treasury buyback is a positive liquidity signal, but compared with the overall Treasury market, the scale is still relatively small and very different from QE. For me, the bigger drivers are still long-term: elevated U.S. debt, currency concerns, inflation uncertainty and the possibility of lower rates. Gold moving first makes sense, but I’d rather wait for confirmation from Treasury yields and broader macro data before adding heavily. If long-term yields remain above 5%, that could still pressure gold in the short term. Overall, I think gold still has room to run, but the path won’t be straight. I’d prefer to use pullbacks to build exposure gradually rather than buying after a sharp rally, especially w
I’m leaning cautiously bullish on gold here, but I wouldn’t chase it aggressively. The Treasury buyback is a positive liquidity signal, but compare...
TOPdimzy: Waiting for yield confirmation sounds too neat — gold usually moves before the macro looks obvious. If 10y stays this shaky, waiting for perfect confirmation is how people miss the real leg
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1.04K
General
Mkoh
·
08-26
STI recently hit an all-time high near 5,768 (closing) / 5,774 (intraday) in mid-August 2026, now hovering ~5,720–5,736. Banks (DBS, OCBC, UOB; ~57% weight) drove much of the ~24% YTD total return amid strong earnings and wealth inflows. Other majors (e.g., ST Engineering, SGX) also contributed positively. Further upside is possible if earnings growth (~10–12% expected) continues, rates ease, and Singapore’s economy remains resilient (AI, infrastructure, services). Consensus targets and historical patterns after ATHs support moderate gains, though valuations have tightened and profit-taking occurs. Market breadth remains narrow—many non-bank STI stocks lag. Mid-caps (e.g., iEdge Next 50) have underperformed STI YTD (~5–8% vs. 24%), despite rising liquidity, institutional inflows, and SG
STI recently hit an all-time high near 5,768 (closing) / 5,774 (intraday) in mid-August 2026, now hovering ~5,720–5,736. Banks (DBS, OCBC, UOB; ~57...
TOPzoomzi: 57% in banks is doing a lot of the lifting already. With DBS near 20% weight, STI still looks supported, but breadth really needs to improve
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976
General
苏36
·
08-26
I think gold’s rally is structural—but investors should not confuse structural demand with a straight-line bull market. The strongest signal is that demand is coming from different directions. Central banks continue diversifying reserves, while gold ETFs returned to inflows in July, with global holdings rising by 23 tonnes.  At the same time, the World Gold Council expects investment and Asian buying to remain key demand drivers through the rest of 2026. But the biggest risk remains real yields. Gold already showed how vulnerable it can be when rates and the dollar rise. So my view is: gold’s long-term thesis remains intact, but the next leg higher needs falling real yields, persistent ETF inflows, and continued central-bank accumulation. I would rather buy the dips than chase record
I think gold’s rally is structural—but investors should not confuse structural demand with a straight-line bull market. The strongest signal is tha...
TOPBellaFaraday: 23 tonnes back into ETFs is a solid sign, but central-bank buying is still the real floor for me. Dips make way more sense than chasing highs
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953
General
JC888
·
08-26
With 4 mins to go before Wednesday trading commences, US composite futures indexes showed that market is going to trend lower.  This has a rub off effect on SMCI with the stock slated to open lower at -0.68% lower, compared to its Tuesday gain of +9.35%. For myself, I will still just keep a watch over SMCI for now, perhaps until the actual DOJ trial is dropped or blows over.. What about you ?

SMCI - time to Strike or time to Wait ?

@JC888
Internal Case Closed. $SUPER MICRO COMPUTER INC(SMCI)$ is moving past a major governance overhang after completing an independent investigation into an alleged $NVIDIA(NVDA)$ chip diversion scheme. On Thu, 20 Aug 2026, SMCI announced that the probe, led by independent directors Scott Angel & Tally Liu and conducted with Munger, Tolles & Olson and forensic consultant AlixPartners, found no evidence that current senior management knew about the alleged diversion scheme or any actual diversion of restricted products. (see below) The company also said it found no evidence that SMCI directly sold export-controlled products to known restricted parties or that its previously issued financial stateme
SMCI - time to Strike or time to Wait ?
With 4 mins to go before Wednesday trading commences, US composite futures indexes showed that market is going to trend lower. This has a rub off e...
TOPMR_Wu: Tuesday already priced in a chunk of the macro wobble, so minus 0.68% feels more like a technical fade. I care more about AI infrastructure demand than this open
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632
General
koolgal
·
08-27
🌟🌟🌟While analysts debate whether we are witnessing a permanent regime change or just a temporary glitch, I choose E: AI will remain the main market theme after the pullback. We saw a brief rally in utilities and banks but today, the market has staged a glorious  recovery following $NVIDIA(NVDA)$ blowout Q2 earnings report. The short term stage fright evaporated the moment the world saw Nvidia's USD 96.22 billion in record breaking revenue & an 117% explosive demand in data centre. The broader market rode on the massive tech surge right back into positive territory. You can temporarily shift capital into defensive Consumer Staples or Financials to smooth out a quarterly chart, but you cannot rot

The Market Is Rotating: Expensive AI Out, Financials and Consumer Stocks In

@Tiger_comments
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
The Market Is Rotating: Expensive AI Out, Financials and Consumer Stocks In
🌟🌟🌟While analysts debate whether we are witnessing a permanent regime change or just a temporary glitch, I choose E: AI will remain the main market...
TOPMatthewWalter: 117% data center growth still feels early, not late. Next quarter guidance is probably the real accelerant here
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1.15K
General
koolgal
·
08-27
🌟🌟🌟I choose B: The trading platforms of $Coinbase Global, Inc.(COIN)$ & $Robinhood(HOOD)$ .  Why try to guess which crypto currency hit the moon when you can just tax the chaos?  Whether the market goes violently up or crashes into Earth, people are going to trade. Coinbase & Robinhood take a slice of every single emotional decision made. In fact my Top Pick is Coinbase.  Why? Coinbase is the largest cryptocurrency trading platform in the US by trading volume & the world's largest custodian of cryptocurrency. Despite operational headwinds, Coinbase delivered its 14th consecutive quarter of p
🌟🌟🌟I choose B: The trading platforms of $Coinbase Global, Inc.(COIN)$ & $Robinhood(HOOD)$ . Why try to guess which crypto currency hit the moon whe...
TOPnizzmo: Calling it financial plumbing feels way too generous. 14 straight EBITDA quarters sounds nice, but that 207.8M still lives and dies on trading frenzy.
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1.80K
Hot
koolgal
·
08-27
🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJ INNOLIGHT(03308)$ building the high speed highway toll booths & transceiver engines that commands the Trillion Yuan premium & captures the institutional public fund crown. The differentiation we are witnessing is the classic split between physical infrastructure and compute enablement. YOFC is riding a magnificent highly profitable cyclical wave d
🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJ INNOLIGHT(03308)$ building the high speed highway toll boo...
TOPLisaEffie: Not really who is better, just different profit pools. Innolight gets the premium from tighter technical moats and cleaner AI demand visibility, while YOFC is still more cyclical on glass supply.
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371
General
The Investing Iguana
·
08-27
Iggy's Journal: Nvidia Beat, Guided Higher, And Actually Went Up For Once 27 August 2026, AM Overnight Read: Nvidia reported after Wednesday's US close, beating on both lines, EPS $2.22 versus $2.09 expected, revenue $96.2 billion, up 106 percent year on year, Data Center revenue $89 billion, up 117 percent. Guidance for the next quarter came in at $108 billion, above the $103.9 billion consensus. Shares rose in after-hours trading on the guidance, notably different from the last four quarters, where Nvidia beat estimates and still sold off the next day. The actual US regular session hasn't happened yet as I write this, so that reaction isn't locked in. Back home, Singapore's July industrial production grew 6.8 percent year on year, led by precision engineering (+17.7 percent) and AI-dr
Iggy's Journal: Nvidia Beat, Guided Higher, And Actually Went Up For Once 27 August 2026, AM Overnight Read: Nvidia reported after Wednesday's US c...
TOPvibzee: 117 percent Data Center growth is wild, but the real shift is guidance finally getting rewarded. Four beat-and-fade quarters in a row breaking matters way more for sentiment
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1.19K
General
Guavaxf3006
·
08-27
‌ NVDA, stellar results, superb forecast, super cash generation. And a forward PE of less than $20/1. Everything you can hope for in a company you are looking to invest in. And with them evolving into a Super Financial Powerhouse fueling the Ai growth, the future is looking really bright. For NVDA and all the companies that Jensen has taken significant stakes in. Namely, Marvell, Coreweave, etc. For me, look at the NVDA universe and look at related names which have been lagging. AND spread your stakes out. Not everything into one name. Good luck all.
‌ NVDA, stellar results, superb forecast, super cash generation. And a forward PE of less than $20/1. Everything you can hope for in a company you ...
TOPGeraldAdela: Free cash flow conversion is the scary part here. Market still feels behind on pricing the shift from chip seller to AI toll collector lol
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1.39K
Selection
nerdbull1669
·
08-27

Crypto Valuation Divergence: Circle Internet Group Target Disparities, Bitcoin Retrenchment Dynamics, and Nvidia Macro Catalyst Risks

Bitcoin’s recent rejected breakout above $80,000 signifies structural exhaustion in spot leverage, signaling that a tactical correction and liquidity re-accumulation phase down toward key technical moving average clusters ($72,000–$74,500) is required before a sustainable bullish expansion can resume. In this article, we would like to share how we analyses the current interplay between cryptocurrency asset dynamics, public equity valuations in digital financial infrastructure, and broader macroeconomic catalysts driven by mega-cap technology earnings. Following Bitcoin’s brief breach of the $80,000 threshold and a subsequent tactical pull-back, market attention has polarized around the valuation trajectory of $Circle Internet Corp.(CRCL)$ Circle I
Crypto Valuation Divergence: Circle Internet Group Target Disparities, Bitcoin Retrenchment Dynamics, and Nvidia Macro Catalyst Risks
TOPBerthaAntoinette: I question the gatekeeper framing a bit. If Nvidia guides strong on AI capex, flow can rotate into semis instead of high beta crypto names, which could drain CRCL even with Bitcoin holding up
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1.39K
Selection
nerdbull1669
·
08-27

NVIDIA Q2 FY2027 Earnings Analysis: Demystifying the AI Narrative, Gross Margin Squeezes, and Macro Volatility Vectors

$NVIDIA(NVDA)$ ’s Q2 FY2027 financial release presented a textbook "beat-and-raise" operational report, highlighted by record total revenue of $96.2 billion (up 106% YoY) and Data Centre revenue of $89.0 billion. Adjusted EPS reached $2.22, exceeding Wall Street consensus expectations. Management further signalled robust demand visibility by guiding Q3 FY2027 revenue to $108.0 billion and issuing a preliminary FY2028 baseline growth projection of ~70%, framing future revenue strictly as a supply-constrained metric. CEO Jensen Huang reinforced that the structural shift toward agentic AI is accelerating compute intensity per user by 15x to 100x, cementing NVIDIA’s hardware-software platform as the cornerstone of global digital infrastructure. Howeve
NVIDIA Q2 FY2027 Earnings Analysis: Demystifying the AI Narrative, Gross Margin Squeezes, and Macro Volatility Vectors
TOPWernerBilly: The report is enough for me, but the 75% to 71-72% margin dip is what capped the reaction. Feels more like a near-term mix shift than any real damage to long-term pricing power
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1.09K
General
jfsrevg
·
08-27

$URA $NLR and $URNM Enter the Top Relative Strength Group

A new group of market leaders is starting to emerge. 👀 After today’s follow-through move, $Global X Uranium ETF(URA)$ $VanEck Uranium and Nuclear ETF(NLR)$ $Sprott Uranium Miners ETF(URNM)$ have all moved into the top-performing 1-month relative strength group, putting uranium and nuclear energy firmly on the momentum radar. ☢️ Nuclear power is leading the charge $NLR — Nuclear Power$URA — Uranium$URNM — Uranium Miners The three ETFs are now showing RS 100% 1-Month Industry Group strength, signaling that nuclear and uranium-related assets have moved into the strongest part of the market over the past month. But the strength isn't limited to uranium. 📈 Other groups
$URA $NLR and $URNM Enter the Top Relative Strength Group
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2.20K
Selection
Optionspuppy
·
08-27

Beginner guide 🚀 Nvidia Reclaims the AI Narrative — But What Happens to the Rest of the AI Supply Chain? Tiger Brokers | Market Rebound: Rally or Pullback? Capture potential opportunities. Stay Flexible with Options

Nvidia has once again reminded investors why it remains at the centre of the artificial-intelligence boom. The latest quarter delivered another extraordinary set of numbers: revenue reached $96.22 billion, up 106% year over year, while data-centre revenue surged 117% to around $89 billion. Nvidia also guided to approximately $108 billion of revenue for the next quarter, while management expects around 70% revenue growth for the following fiscal year. (Reuters⁠) At first glance, this looks like another straightforward Nvidia victory. But there is a more interesting story underneath the headline numbers. The AI boom is becoming so large that the biggest constraint may no longer be demand for Nvidia GPUs — it is the supply chain required to build them. And that creates winners and losers far
Beginner guide 🚀 Nvidia Reclaims the AI Narrative — But What Happens to the Rest of the AI Supply Chain? Tiger Brokers | Market Rebound: Rally or Pullback? Capture potential opportunities. Stay Flexible with Options
TOPsnappyz: CoWoS capacity is still the harder choke point here. Nvidia can print demand all day, but packaging and power delivery are what broaden this trade
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2.52K
Selection
nerdbull1669
·
08-27

Navigating the S&P 500 Pullback: AI Earnings Catalysts, Broad-Market Rally Dynamics, and Options Strategies for All-Time Highs

The $S&P 500(.SPX)$ S&P 500 index recently pulled back toward the 5,675 mark (noting that references to levels near 7,675 reflect speculative forward projections rather than actual market milestones). This movement comes after reaching historic all-time highs, prompting investors to evaluate whether the recent dip represents an ideal entry point or a tactical trap. 1. Deconstructing the Pullback: Market Context & AI Catalysts When an index like the S&P 500 reaches record territories and subsequently retrenches to key reference levels — such as major moving averages or previous breakout zones—it tests structural market sentiment. The transition from momentum-driven buying to valuation-driven consolidation is a healthy feature of bul
Navigating the S&P 500 Pullback: AI Earnings Catalysts, Broad-Market Rally Dynamics, and Options Strategies for All-Time Highs
TOPbreezyk: I would not call the 30 day bull call spread the best pick here. If IV stays elevated, a wider short strangle harvests theta better, but only if your risk limits are tight.
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3.90K
Selection
koolgal
·
08-24

The S&P500 Peak Paradox: Are We Rocketing to 8500 Or Is It A Trap?

🌟🌟🌟The S&P 500 has blasted through the stratosphere to reach new spectacular all time highs.  With global bond yields hovering new multi decade highs, investors face a defining choice: Are we looking at a permanent mainline offensive breakout, or is a violent correction lurking around the corner? How High Can the S&P500 Go?  Target 8000, 8500 or a Pullback? The bullish analysts on Wall Street argues that treating the current breakout as a standard, overextended bubble is a mistake.  Their reasons are: The AI Productivity Moat:  Premier research desks at Goldman Sachs and JPMorgan indicate that if corporate investments in AI infrastructure successfully trigger an efficiency wave across non tech sectors, the S&P 500 index commands an uninterrupted runway towar
The S&P500 Peak Paradox: Are We Rocketing to 8500 Or Is It A Trap?
TOPWilliam85: Forward PE already prices in a fat chunk of the AI productivity story. For SPY the real test is whether earnings breadth expands beyond mega cap tech lol
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748
General
TRIGGER TRADES
·
08-27

$SPX Bounces Into the Sell Zone as Bearish Wave Resumes

$S&P 500(.SPX)$ bounced, but the rally may be running into resistance. 📈 Price is moving higher within the 2/B-wave rebound, with the Daily FVG now serving as the next upside target. ⚠️ That zone is expected to cap the recovery. If resistance holds, the rebound could give way to the next leg lower, continuing the bearish 5-wave decline from the recent peak. The key level to watch is 7750. 🔴 Below 7750: bearish structure remains intact 🟡 At the Daily FVG: watch for the rally to stall 🟢 A close above 7750: first warning that the bearish setup may be losing control
$SPX Bounces Into the Sell Zone as Bearish Wave Resumes
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3.24K
General
Mathematical Money
·
08-26
$MARA 20260904 10.5 PUT$ Cash secured put. Still above critical support of 10, but ok. Assign me if u need Fred.
MARA PUT
08-26 22:46
US20260904 10.5
SidePrice | FilledRealized P&L
Sell
Open
0.28
10Lot(s)
--
Closed
MARA Holdings
$MARA 20260904 10.5 PUT$ Cash secured put. Still above critical support of 10, but ok. Assign me if u need Fred.
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Report
674
General
jigglyp
·
08-27
$Apple(AAPL)$ Wall Street has been offloading. They had to use their own money to try to draw in buyers, and not a single institution took the bait. Now they have to put that money back. The one-month chart doesn't lie, but Cramer does.
$Apple(AAPL)$ Wall Street has been offloading. They had to use their own money to try to draw in buyers, and not a single institution took the bait...
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