8.81K
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08-26 19:06
Bitcoin Breaks Back Above $80K: Crypto Stocks Regain Their High-Beta Edge
A weaker dollar, renewed ETF inflows and improving U.S. regulatory expectations have pushed Bitcoin back toward $80,000. The next test is whether real spot demand can sustain the rally after the initial burst of enthusiasm. Bitcoin briefly traded above $80,000, reaching an intraday high of $81,237—its highest level since mid-May. BTC has gained roughly 28% in August, putting it on track for its strongest monthly performance since November 2024. It has since pulled back toward $78,000, showing that the $80,000–$81,200 zone remains a meaningful resistance area. What is driving the rally? 1. The “debasement trade” is back The U.S. Treasury’s expanded purchases of longer-dated government bonds have helped ease bond yields, but they have also added pressure to the dollar. When investors become
TOP苏36: I would choose a. Spot Bitcoin ETFs — not because Bitcoin can't go higher, but because the quality of this rally matters more than its speed. The macro backdrop is clearly supportive: a weaker dollar, Treasury policy and renewed "debasement trade" have pushed investors toward scarce assets like gold and Bitcoin. More importantly, U.S. spot Bitcoin ETFs have recorded six consecutive sessions of inflows, with about $2.26 billion entering during the streak. That's a much healthier signal than a rally driven purely by short covering. However, Bitcoin's rejection around $80,000 – $81,000 shows resistance is real. For me, the key question is simple: can ETF inflows remain strong while BTC consolidates? If yes, the rally has room to mature. If flows reverse, I'd rather wait for a pullback than chase high-beta names like MSTR or miners. @Tiger_comments [正经]
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08-26 18:59
Will BYD's Q2 Earnings Bring a Surprise?
$BYD COMPANY(01211)$ is set to release its financial results on August 28. The market expects Q2 revenue of RMB 211.7 billion, representing year‑on‑year growth of approximately 24.3%. Adjusted earnings per share are projected at RMB 0.79, down 24% year‑on‑year. In terms of valuation, the current P/E ratio stands at 27.67x, which is at a relatively high level over the past three years, yet still below the industry average of 33.67x. Looking at the revenue structure, BYD's income primarily comes from two segments: automobiles and related products, and mobile handset components and assembly. Automobiles are the main revenue source, accounting for about 84% of total revenue. In terms of sales volume, BYD disclosed that it delivered a
TOPOverseas deliveries look strong, but I care more about margin there. If pricing is getting stretched to win share, the surprise may be less clean than the volume suggests
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08-26 18:39
$IBKR Surges 5.5% to a Record Close as Bulls Eye $100
$Interactive Brokers(IBKR)$ $Interactive Brokers Group, Inc.(IBKR) Surged +5.52% to $98.19: Record Close Near $98.75 High, Breakout Momentum Building Latest Close Data IBKR closed at $98.19 on Aug 26, up +5.52% (+$5.14), just 0.57% below its 52-week high of $98.75. Intraday range: $92.80–$98.75. Core Market Drivers 📈 Q2 earnings beat with 40% YoY client asset growth continues fueling momentum. Institutional flows remain mixed — 1-day net outflow of ~$10M despite large-order buying. Industry tailwind from brokerage peers recovering. Technical Analysis Volume surged to 5.2229M shares (1.35x ratio), confirming breakout participation. MACD histogram expanded to +1.398 with DIF (0.894) decisively above DEA (0.195) — bullish momentum intact. RSI(6) at 7
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08-26 18:25
Bullish Crossover Lifts $JMIA as Traders Target $8
$Jumia Technologies AG(JMIA)$ $Jumia Technologies AG(JMIA) Gains +5.55%: African E-Commerce Play Rebounds Off $6.14 Support, $8.01 Resistance in Focus Latest Close Data: JMIA closed at $6.85 on August 26, up +5.55% (+$0.36). The stock now sits 53.5% below its 52-week high of $14.72, but 20.4% above its 52-week low of $5.69. Core Market Drivers: 🚀 Volume ratio hit 2.05x with 2.97M shares traded, signaling renewed speculative interest. Short volume ratio remained elevated at 25.56% on Aug 24, creating squeeze potential. No company-specific news today, but African e-commerce sentiment improved broadly. Technical Analysis: 📊 MACD shows a bullish crossover with DIF at +0.086 vs DEA at -0.014, producing positive histogram of +0.199. RSI(6) at 66.98 and
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08-26 18:09
$UOB (U11.SI) Dips 0.4% as Intraday Drift Tests $40.89 Low
$UOB(U11.SI)$ -0.39%: Defensive Bank Holds $40.88 Support, RSI Neutral Sets Stage for Range Break Latest Close Data: UOB closed at S$40.95, down 0.16 (-0.39%) on Aug 26, 2026. Price sits 7.35% below its 52-week high of S$44.20 and 28.3% above its 52-week low of S$31.92. Intraday range was tight at S$40.88–41.23 (amplitude 0.85%), reflecting a low-volatility consolidation day. Core Market Drivers: Singapore banking heavyweight UOB traded quietly as regional financials consolidated. Dividend yield of 3.88% continues to attract income-focused flows amid mixed rate expectations. BlackRock increased its stake by 326,600 shares, signaling institutional accumulation despite short-term technical softness. Technical Analysis: Volume came
413
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08-26 18:10
$GENTING SING (G13.SI) Slips 0.8% as Price Action Tightens Near $0.65 Pivot
$Genting Sing(G13.SI)$ -0.77% at S$0.645: Casino Giant Consolidates Near Support, S$0.66 Pivot Holds the Key Latest Close Data: Closed at S$0.645 on 2026-08-26, down -0.77%. The stock sits 18.4% below its 52-week high of S$0.79 and 11.2% above its 52-week low of S$0.58. Core Market Drivers: Genting Singapore traded in a narrow S$0.65–S$0.66 range with volume ratio of 1.18, indicating slightly above-average activity. Capital flow data shows net outflow of S$11.03M, driven by large-order selling of S$15.58M versus large-order buying of only S$5.08M. No major company-specific news was released; price action reflects continued consolidation after recent volatility. Technical Analysis: Volume of 51.95M shares with turnover rate of 0.4
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08-26 18:12
$THAIBEV (Y92.SI) Drops 1.1% to $0.460 Floor Despite Late Volume Spike
$ThaiBev(Y92.SI)$ -1.08%: Dividend Yield 4.87% Anchors Support, Pivot at S$0.465 Under Pressure Latest Close Data: S$0.460, down 1.08% from S$0.465. Trading just 4.2% below 52-week high of S$0.48, with amplitude of only 1.08% signaling low volatility. Core Market Drivers: Persistent capital outflows for five consecutive sessions (cumulative -718.04万), with large orders net selling 70.10万 today. Despite negative sentiment, 4.87% dividend yield remains attractive for income investors amid SGD defensive positioning. Technical Analysis: Volume of 703.71万 shares with Volume Ratio 0.47 indicates below-average participation, confirming lack of conviction. MACD and RSI data unavailable for this period. Price consolidating near 52-week hi
403
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08-26 18:14
$DFI RETAIL GROUP (D01.SI) Drops 2.5% as Intraday Step-Down Tests $3.53 Support
$DFIRG USD(D01.SI)$ Slips -2.47% to $3.55: Defensive Yield Play Consolidates Near $3.53 Support, Range-Bound Setup Persists Latest Close Data: D01 closed at $3.55 on 2026-08-26, down -2.47% (-$0.09). The stock sits -23.3% below its 52-week high of $4.63 and +18.7% above its 52-week low of $2.99. Core Market Drivers: Jardine Matheson maintains a dominant 77.54% controlling stake, keeping float extremely tight (0.03% turnover). The 4.70% dividend yield continues to attract income-focused positioning amid range-bound regional retail sentiment. Five-day capital flow turned mildly positive (+$57.8K cumulative) despite today's net outflow. Technical Analysis: Volume came in at 396.4K shares with a subdued 0.75 volume ratio, confirming
TOPwhen I said this shares was worth USD$0.75 people laughed at me. Then it hit it, then rise again. Question now is that this shares really worth it current value? I think not. more likely is USD$2.50 at most... Plus US debt is at USD$40 trillion. USD may crash in value.
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08-26 18:14
$HONGKONG LAND (H78.SI) Pulls Back 1.9% After Retreating From $8.35 Peak
$HongkongLand USD(H78.SI)$ Slips -1.92%: Volume Surge Hints at Accumulation, $8.00 Pivot Under Pressure Latest Close Data: Closed at $8.19, down 1.92% from prior $8.35. The session high of $8.38 is just 5.4% below the 52-week high of $8.83. Amplitude widened to 4.07%. Core Market Drivers: Jardine Matheson maintains a dominant 55.00% controlling stake, while BlackRock increased its position by 523,946 shares — a notable institutional vote of confidence. The stock offers a defensive 3.30% dividend yield amid mixed Hong Kong property sentiment. Technical Analysis: Volume surged to 3.57M shares with a Volume Ratio of 2.52, indicating heavy participation. MACD and RSI indicators returned empty values in the data feed; however, price h
548
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08-26 18:15
$SINGAPORE AIRLINES (C6L.SI) Edges Up 0.1% as Buyers Defend $6.88 Base
$SIA(C6L.SI)$ +0.14% Flat Close, Volume Spike Hints Accumulation, $7.00 Pivot in Play Latest Close Data: Closed at S$6.93 (+0.14%) on Aug 26, 2026, just 9.1% below its 52-week high of S$7.62 and 16.1% above the low of S$5.97. Intraday range was tight: S$6.87–6.96. Core Market Drivers: No fresh company-specific news released. Price action reflects continued consolidation as Brent jet fuel costs stabilize and regional travel demand holds firm. Temasek remains dominant holder at 50.41%, limiting float-driven volatility. Technical Analysis: Volume ratio of 1.41 signals above-average participation, yet turnover rate is only 0.21% — institutions likely absorbing retail flow. Capital flow data shows 5-day net outflow of S$1,188.8万, but
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08-26 18:16
$CAPITALAND INVESTMENT (9CI.SI) Gains 0.4% After Pulling Back From $2.72 High
$CapitaLandInvest(9CI.SI)$ Closed +0.37% at S$2.68: Consolidation Near S$2.72 Resistance, Dividend Yield 4.48% Anchors Value Latest Close Data: 9CI.SI finished at S$2.68 (+0.37%) on 26 Aug 2026, up S$0.01 from S$2.67 prior close. Intraday range S$2.66–S$2.72; amplitude 2.25%. Price sits 11.8% below its 52-week high of S$3.04 and 9.4% above its 52-week low of S$2.45. Core Market Drivers: Temasek remains anchor shareholder at 53.93% (no change), while BlackRock, Vanguard, and State Street all added shares—institutional accumulation signal. Dividend yield of 4.48% supports defensive demand. No company-specific news or relevant articles flagged for the session. Technical Analysis: Volume came in at 11.29 million shares with a volume
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08-26 18:18
$CITY DEVELOPMENTS (C09.SI) Advances 0.5% as Buying Strength Holds Above $8.31
$CityDev(C09.SI)$ +0.48%: Singapore Property Giant Consolidates Near Support, Dividend Yield Anchors $8.30–$8.52 Range Latest Close Data: Closed at S$8.44 (+0.48%) on Aug 26, 2026. Now trading 13.2% below its 52-week high of S$9.72, but 32.5% above its 52-week low of S$6.37. Daily amplitude was tight at 2.50% (S$8.31–S$8.52). Core Market Drivers: City Developments continues to attract defensive capital flows amid Singapore's resilient property sector. The 3.67% dividend yield remains a key anchor for income investors. Net capital inflow was positive today (S$1.80M total inflow vs S$8.05M outflow), with large orders skewed slightly bullish. Technical Analysis: Volume ratio at 1.43 indicates above-average participation, yet turnove
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08-26 18:19
$SEMBCORP INDUSTRIES (U96.SI) Rallies 1.2% as Steady VWAP Trend Reclaims $6.12
$Sembcorp Ind(U96.SI)$ +1.16%: Utility Giant Presses Toward 52-Week High, S$6.28 Breakout in Sight Latest Close Data: S$6.12 (+1.16%) on Aug 26, 2026. Intraday range S$5.95–S$6.16. Now just 11.3% below 52-week high of S$6.90, and 19.3% above 52-week low of S$5.13. Core Market Drivers: Temasek retains dominant 50.04% stake with zero change, signaling sovereign backing stability. BlackRock added 961,368 shares, lifting institutional conviction. Dividend yield of 4.41% continues to anchor defensive flows amid utility-sector rotation. Technical Analysis: Volume surged to 12.56M shares with Volume Ratio at 2.13, confirming accumulation. MACD remains constructive though momentum is modest after recent sideways drift. RSI-14 sits near 5
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08-26 18:20
$SINGAPORE EXCHANGE (S68.SI) Rises 0.7% as Bullish Momentum Pushes Toward $25.69
$SGX(S68.SI)$ +0.67% to S$25.57: Exchange Giant Tests 52-Week High, Breakout Hinges on S$25.69 Pivot Latest Close Data: S68 closed at S$25.57 (+0.67%) on Aug 26, 2026, just S$0.12 below its 52-week high of S$25.69. Intraday range was tight at S$25.30–S$25.69, with volume of 2.29M shares (volume ratio 1.19) and turnover of S$56.07M. Core Market Drivers: Singapore Exchange continues to benefit from robust derivatives trading volumes and strong institutional positioning. BlackRock (5.01%) and Vanguard (2.97%) held steady, while JPMorgan Asset Management added 35,300 shares, signaling persistent institutional conviction. Capital flow turned positive over the last two sessions (+S$8.28M and +S$11.36M), reversing earlier weekly outflow
4.16K
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08-26 17:02
The Whole Market Was Waiting for Nvidia. The Loudest Name Rose on a Disclosure Filing
Hello. Nvidia does not report until after tonight's US close. Not one of Tuesday's five biggest gainers rose because of it. $NVIDIA(NVDA)$ itself closed up 2.19 per cent at US$213.05, snapping a seven-session losing streak, and added 0.29 per cent after hours. The indices rose with it: $S&P 500(.SPX)$ up 0.32 per cent and $Invesco QQQ(QQQ)$ 0.62 per cent, with coverage noting $Dow Jones(.DJI)$ had posted a third straight triple-digit gain. On the results themselves, the options market is pricing a swing of about US$280 billion in market value, with anothe
TOPThe key takeaway is that money has not simply waited for Nvidia’s earnings—it has rotated around them. AMD, Nebius and other names rallied on company-specific catalysts, suggesting investors are selectively pricing opportunities rather than making a broad semiconductor bet. That matters because Nvidia’s results may reset the entire queue. With expectations already extremely high, a simple earnings beat may no longer be enough; investors will likely focus on guidance, AI spending sustainability and whether Nvidia’s financing relationships create additional risk. In my view, Tuesday’s moves are less a sign of money abandoning Nvidia than a sign that investors are reducing event risk while searching for the next layer of AI beneficiaries. Once Nvidia reports, capital could quickly rotate again depending on whether the numbers exceed an already demanding bar. The real question is not who rises before earnings, but who still has a credible growth story after them.
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08-26 16:16
Option Movers | Nvidia Ends Seven-Day Losing Streak, Options Signal Bullish Conviction on Upside
Market Overview On August 25, The U.S. major indexes closed as follows: Dow Jones up 0.30% at 53,577.40; S&P 500 up 0.32% at 7,677.28; NASDAQ up 0.66% at 26,151.30. A retreat in energy prices and steady Treasury yields helped all three benchmarks notch moderate gains, with the tech-heavy NASDAQ setting the pace. According to MarketChameleon, the total trading volume of U.S. stock options on that day was 48,491,581, while the average daily option volume was 63,834,923. Puts accounted for 38% of the volume and calls for 62%. Top 10 Option Volumes Top 10: $NVIDIA(NVDA)$、$Tesla Motors(TSLA)$、$AAPL(AAPL)$、$Cboe Volatility
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08-25 17:24
NVIDIA + WARSH: THE WEEK THAT COULD MOVE WALL STREET
The market is no longer watching the data. It’s watching what the Fed does with it. After several weeks of relatively quiet gains, the market is finally showing signs of fatigue. Monday told the story: Dow: +0.26%. $S&P 500(.SPX)$ : -0.28%. $NASDAQ(.IXIC)$ -0.76% And the bigger warning? Technology has now fallen for 7 consecutive sessions. $Technology Select Sector SPDR Fund(XLK)$ So what is really happening? THE REAL PROBLEM ISN’T THE ECONOMY For weeks, bad economic news was actually good news for stocks. Weak jobs, less pressure on the Fed. Softer CPI, less inflation pressure. Softer PPI, even less pressure. Stocks, higher. But that relationship is startin
850
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08-25 18:00
I’m broadly aligned with Wall Street’s bullish AI view, but I don’t think every upgrade means it’s time to chase. I’m watching $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Micron Technology(MU)$ and $Advanced Micro Devices(AMD)$ most closely, with earnings growth and cash flow being the key factors. I’m particularly interested in Micron Technology because AI demand is increasingly a memory and HBM story, not just a GPU story. Broadcom(AVGO) also looks attractive with its custom AI accelerators and networking exposure. Overall, I think the AI cycle is spreading across chips, memory, networking and cloud infrastructure. The bigg
TOPHBM capacity is the part people still underestimate. Micron and Broadcom both benefit if supply stays tight and custom AI demand keeps broadening beyond GPUs
625
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08-25 18:58
Why Salesforce Must Prove Agentforce Is Accelerating Organic Growth
$Salesforce.com(CRM)$
TOPStripping out the Informatica lift is the whole point here. What does subscription growth look like over the last four quarters on a clean organic basis, and is it actually accelerating vs last quarter?
446
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08-25 19:00
Why HP’s AI-PC Growth Must Outrun Memory Inflation
$HP Inc(HPQ)$
TOPPE is the missing piece here. If AI-PC volume actually scales, HPQ doesn't need much multiple expansion for the setup to look cheap