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08-28
$OVERSEA-CHINESE BANKING CORP (O39.SI) +0.36%: Singapore Banking Giant Nears 52-Week High
$OCBC Bank(O39.SI)$ +0.36%: Singapore Banking Giant Nears 52-Week High, $31.73 Breakout Watch Latest Close Data: OCBC closed at S$31.01 on 2026-08-28, up +0.36% (+S$0.11) from S$30.90. The stock is now just 2.3% below its 52-week high of S$31.73, with an intraday range of S$30.85–S$31.14. Volume was 1.87M shares, with a low Volume Ratio of 0.57 indicating subdued participation. Core Market Drivers: OCBC's steady climb reflects Singapore banking resilience amid stable net interest margins and robust wealth-management flows. The 2.87% dividend yield continues to attract income-focused capital, while the S$1,392.35B market cap underscores its blue-chip status. No major company-specific catalyst emerged today; the move appears techni
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08-28
$DBS GROUP HOLDINGS (D05.SI) +0.42% at SGD 75.97: Approaching 52-Week High
$DBS(D05.SI)$ +0.42% at SGD 75.97: Approaching 52-Week High, Momentum Building Toward 77.14 Resistance Latest Close Data: DBS closed at SGD 75.97 (+0.42%) on Aug 28, just 1.5% below its 52-week high of SGD 77.14. Intraday range: 75.40–76.28, with amplitude only 1.16%, reflecting tight consolidation near the top. Core Market Drivers: Singapore banking bellwether DBS continues to ride steady net interest margin resilience and regional wealth-management inflows. Temasek remains the anchor shareholder at 28.06%, while BlackRock and Vanguard both added positions recently, signaling institutional confidence near record levels. Technical Analysis: Volume stood at 1.17 million shares with a volume ratio of just 0.54 — below-average parti
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08-28
$WILMAR INTERNATIONAL (F34.SI) +0.53%: Agri Giant Consolidates Below S$3.95 Resistance, Volume Dries
$Wilmar Intl(F34.SI)$ +0.53%: Agri Giant Consolidates Below S$3.95 Resistance, Volume Dries Up Latest Close Data: Closed at S$3.79 (+0.53%) on 28 Aug 2026. Range: S$3.74–3.79. Price sits 4.1% below 52-week high of S$3.95, and 41.9% above 52-week low of S$2.67. Core Market Drivers: Palm oil and sugar margins remain the key swing factors. Capital flow turned positive for three consecutive sessions (08-25 to 08-27), with 08-27 net inflow of +S$533.25万, suggesting quiet accumulation near range lows. Volume ratio of 0.39 indicates participation remains subdued. Technical Analysis: Daily MACD and RSI values are unavailable from the indicator feed, but price action shows a tight 1.33% amplitude day with volume contracting to 175.12万 sha
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08-28
$SINGAPORE EXCHANGE (S68.SI) +0.71%: Exchange Giant Nears 52-Week High, Volume Dries Up as Breakout
$SGX(S68.SI)$ +0.71%: Exchange Giant Nears 52-Week High, Volume Dries Up as Breakout Looms Latest Close Data: S68 closed at S$25.47 (+0.71%) on 2026-08-28, just 0.86% below its 52-week high of S$25.69. Daily range was extremely tight at S$25.26–S$25.51, with amplitude of only 0.99%. Core Market Drivers: Singapore Exchange continues to benefit from strong derivatives volumes and rising IPO activity in Southeast Asia. Institutional accumulation remains evident with BlackRock holding 5.01% and Vanguard increasing its stake by 160,600 shares. Dividend yield of 1.71% provides defensive appeal. Technical Analysis: Volume was only 668.7K shares with a Volume Ratio of 0.50, indicating participation is roughly half of normal levels. MACD
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08-28
MicroStrategy’s 11% Surge & Bitcoin’s $80K Rebound: Leveraged Treasury Dynamics, Regulatory Tailwinds, and Strategic Investor Playbooks
In this article we would like to share our analysis which reveals three primary pillars underpinning the rally: Leveraged Balance Sheet Convexity: $Strategy(MSTR)$ acts as a high-beta surrogate for Bitcoin due to its capital structure, low-coupon convertible debt, and market Net Asset Value (mNAV) premium dynamics, yielding an operational beta multiplier exceeding 5.0x during the session. Pivotal Regulatory Breakthrough: The U.S. SEC’s August 18, 2026 proposal of Regulation Crypto Assets introduced structured capital-raising exemptions ($5M startup and $75M fundraising tiers) and a clear "Investment Contract Safe Harbor," drastically reducing legal tail risk and validating corporate digital asset treasuries. Strategic USD Cash Reserve Pivot: In Au
TOPJudyFrederick: That 1.1x to 2.2x mNAV band is the part I can't get comfy with. If BTC chops sideways, MSTR can still unwind way harder than people expect
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08-28
🎁 Writing Contest｜August Trading Recap: Plan for September
August is coming to an end, and September is just around the corner. Take a moment to look back at every buy, sell, and decision you made this month: What did you get right? What would you rethink? And if you could do it all over again, what would you do differently? Growth in trading doesn’t come from profits alone. It also comes from reflecting on every trade and learning from the experience. A successful trade is worth understanding—what made it work? An unsuccessful one is just as valuable—what could have been done differently? A meaningful review isn’t about judging your past self. It’s about helping your future self make better decisions and avoid the same mistakes. 📝 This Week’s Topic August Trading Recap: Reflect, Learn & Plan for September Share your August trading recap + Sep
TOPAugust was an absolute masterclass in testing my emotional stability. If you looked at my trading charts, you would assume I let my morning caffeine levels dictate my market entry points. I started the month feeling like Warren Buffett's chosen successor, only to spend the final weeks staring at the screen wondering if "un-buying" a stock was a hidden feature Tiger Brokers forgot to unlock for me. My trading logic this month was simple: buy the dip, watch it dip further, panic slightly, and then quickly rebrand myself as a "long-term value investor" to cope with the red days. One of my biggest wins was resisting the urge to check my portfolio every four minutes, which significantly improved my daily stress levels. The main lesson August taught me is that the market has a personal sense of humor, and its favorite punchline is hitting my stop-loss right before a massive rally. Hang in there!
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08-28
Beyond Hyperscalers: Why AI Compute Growth Won’t End Even If Big‑Tech Spending Slows
NVIDIA broke out its data‑center business into two buckets in the latest earnings report: hyperscaler customers, and ACIE, which encompasses industrial, enterprise and sovereign clients. ACIE is now where most of the company’s new‑found growth is coming from. Analysing AI computing capacity should never hinge entirely on whether big‑tech players keep ramping up outlays. AI extends far beyond a small group of large cloud firms, with embodied intelligence and many other real‑world applications opening up extensive demand avenues. The popular narrative that AI compute infrastructure would hit its ceiling once hyperscaler expenditure loses momentum does not hold water, and NVIDIA’s quarterly results have now laid that argument to rest. The brutal correction sweeping the AI compute supply chain
TOPACIE driving over half the incremental data-center growth is the part people are still sleeping on. Enterprise AI rollout is a much longer runway than the hyperscaler capex panic trade implies
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08-28
$Sarepta Therapeutics(SRPT)$ Will be holding this for some possible windfall.. :) nothing venture nothing gain
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08-28
$Palantir Technologies Inc.(PLTR)$
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08-28
$IBIT 20260918 45.0 PUT$ making the right trades at the right time. Slowly building my passive income. Step by step ..
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08-28
$XLU 20260918 45.0 CALL$ Please come back up
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08-28
INVST Acquires McMillan: Two Teams. One Standard. One Mission.
$SMP$ By Lawrence G. McMillan We’re excited to announce that INVST has acquired McMillan, bringing together two firms built on a shared belief in disciplined investing, deep expertise, and putting clients first. Founded by Larry McMillan, McMillan has spent decades at the forefront of options strategy, investment research, and risk management. Larry’s Options as a Strategic Investment has sold more than 300,000 copies, and the McMillan team has built its reputation around a repeatable, rules-based approach to managing risk and opportunity. Now, that expertise becomes an integrated part of the INVST investment team. For INVST clients, this means greater access to sophisticated options and risk-management strategies, additional resources for ad
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08-28
SGX Daily Top Movers (28-8-2026): D05, O39, Z74, U11, C38U, BS6, J36, S63, S68 & C6L lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $UOB(U11.SI)$ $CapLand IntCom T(C38U.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $JMH USD(J36.SI)$ $ST Engineering(S63.SI)$ $SGX(S68.SI)$ $SIA(C6L.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $YZJ Shipbldg SGD(BS6.SI)$ 3.Stocks/ET
TOPSingapore Market: Where the Real Momentum Lies Singapore trading remains dominated by blue-chip names such as DBS, OCBC, UOB and Singtel, reflecting continued demand for defensive, high-quality assets. However, the real standout is Yangzijiang Shipbuilding (BS6.SI), the only stock on the list hitting a 52-week high. Its strong order book and improving earnings provide a solid fundamental backdrop for the rally. At the same time, unusual volume in Micro-Mechanics, CATL, Baidu and Keppel Infrastructure suggests investors are rotating into selected growth opportunities. The surge in leveraged warrants on Nvidia, Micron and SMIC also shows strong appetite for AI and semiconductor exposure. My takeaway: momentum is strongest where fundamentals, industry trends and capital flows converge. @SGX_Stars [胜利]
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08-28
U.S. Market Rally Ignited by Nvidia's Blockbuster Q2 Earnings: Macro Risk, AI Growth Trends, and Rate Outlook
On August 27, 2026, major U.S. stock indices experienced a powerful bullish session driven by semiconductor mega-caps and enterprise software giants. The tech-heavy $NASDAQ(.IXIC)$ Nasdaq Composite led the surge, advancing 1.57% (+411.16 points) to close at 26,541.35, while the benchmark $S&P 500(.SPX)$ S&P 500 climbed 0.72% (+55.29 points) to finish at 7,730.99. The Dow Jones Industrial Average added 0.20% (+105.56 points) to reach 53,569.44, and the small-cap Russell 2000 gained 0.28% to close at 3,014.34. 1. U.S. Major Stock Indexes Performance (August 27, 2026) U.S. equity markets opened with significant upside momentum on August 27, 2026, driven by an overwhelming wave of institutional buyin
TOPPEG at 1.8 vs a 1.2 historical average is already rich. Nvidia can keep the tape hot, but SOX into September feels more like selective upside than a clean sector chase
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08-28
NVDA and MRVL: Two Strong Earnings Reports, Two Completely Different Scripts
Wednesday's $NVIDIA(NVDA)$ and Thursday's $Marvell Technology(MRVL)$ : Two Strong Earnings Reports, Two Completely Different Scripts $MRVL Marvell plunged after hours, immediately erasing the gains of the past few days. After reviewing $NVDA NVIDIA's and Marvell's earnings back-to-back, my biggest takeaway is this: both delivered excellent results, yet the market applied two entirely different pricing frameworks. NVIDIA: sold off first, then rallied Marvell: strong numbers, stock got hammered Explaining this away as simple "buy the rumor, sell the news" feels insufficient. The real difference lies in how much the market had already priced in before the reports were released. First, let's look at
TOPWhat stands out to me is that NVIDIA and Marvell both delivered strong results, but the market was trading expectations, not just earnings. NVIDIA initially dipped because huge beats had become the norm, but Jensen Huang's comments on accelerating AI demand, Rubin production and long-term growth gave investors a reason to reprice the stock higher. For Marvell, expectations had already become extremely high after the Google custom-silicon deal and its huge YTD rally. The fundamentals remain strong, but investors learned that the bigger Google revenue contribution may take longer to materialize, so the market reset its timeline and valuation. My takeaway is simple: earnings are about the gap between reality and expectations. NVIDIA raised expectations for the future, while Marvell pushed some of that upside further out. I wouldn't automatically see MRVL's selloff as a broken thesis—it may simply be a valuation and timing reset. @Tiger_comments @TigerStars @AI_FocusedTrader
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08-28
AIPO ETF, to bet on power-hungry AI trend? Deep dive on what ETF is holding, by INVESTeaDI.
https://youtu.be/P2TPJWwgbvA AIPO focuses on US-listed companies generating a significant share of their revenue from AI and power infrastructure. It holds firms involved in decentralized energy, electric grid equipment, nuclear and battery technology, data center operations, engineering for energy and data projects, and AI computing hardware. The index uses a rules-based approach, screening eligible companies by revenue exposure, size, and liquidity. It applies a tiered weighting system, allocating half its weight to power generation and grid equipment, with the rest split among construction, utilities, and AI hardware and data centers. Within each segment, holdings are weighted by free-float market cap, subject to caps. The fund uses a passive strategy, aiming to replicate the index by h
TOPThat tiered weighting is the part I care about most. Does the prospectus spell out a hard revenue exposure threshold for the AI and power theme, or is there committee discretion too
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08-27
Nvidia Can Push Its Own Prices Up. It Cannot Push Memory's Down.
Hello. US markets barely moved during Wednesday's session — $S&P 500(.SPX)$ fell 0.02 per cent and $Invesco QQQ(QQQ)$ rose 0.09 per cent, with everyone waiting on one set of results after the close. They arrived, and the numbers were better than anyone had expected. Record revenue of US$96.221 billion, up 106 per cent year on year, with data centre revenue up 117 per cent; consensus was about US$92.38 billion, so revenue came in about 4 per cent ahead, and adjusted earnings per share was US$2.22 against US$2.09 expected, about 6.22 per cent ahead. Guidance for the current quarter is about US$108 billion, and revenue in financial year 2028 is expected to grow about 70 per
TOPThe real takeaway from Nvidia's blowout quarter is not whether AI demand is strong — it clearly is. The bigger question is who captures the next dollar of AI spending. Nvidia's 106% revenue growth proves pricing power remains extraordinary, but falling gross margins toward 71 – 72% show that suppliers, especially memory makers, are taking a larger slice. I'm less worried about Nvidia becoming a "central bank of AI" than I'm about the ecosystem becoming increasingly dependent on Nvidia-backed financing and commitments. With receivables rising and payment periods stretching, cash-flow quality deserves closer attention. For me, the next trade may therefore be beyond NVDA: memory, networking and power infrastructure could capture more of the AI boom as Nvidia's margins normalize. @Marktomarket [微笑]
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08-28
Software Strikes Back: Salesforce and CrowdStrike Jump 20% as AI Turns Into a Revenue Engine
For months, investors treated AI as an existential threat to software companies. The latest earnings reports offered a different possibility: companies with proprietary enterprise data and deeply embedded workflows may be able to charge for AI instead of being replaced by it. Salesforce surged 22.6%, CrowdStrike climbed 20.5%, while the iShares Expanded Tech-Software Sector ETF gained roughly 7.6%. ServiceNow and Palo Alto Networks also joined the rebound. Salesforce: Agentforce is starting to generate real revenue Salesforce reported fiscal Q2 revenue of $11.35 billion, up 11% year over year, and raised its full-year revenue outlook to $46.1–46.4 billion. The AI numbers attracted even more attention: Agentforce and Data 360 ARR approached $3.9 billion, up 210%. Agentforce ARR exceeded $1.
TOPI think the biggest change in the software narrative is that AI is no longer automatically viewed as a threat. Salesforce and CrowdStrike are showing that companies with proprietary data and deeply embedded workflows can monetize AI and potentially increase the value of their platforms. Personally, I’m most interested in Salesforce & $ServiceNow(NOW)$ because their AI agents are being integrated into enterprise workflows, creating opportunities to charge for agents, tasks and usage instead of just user seats. Microsoft remains a strong contender, but the key is whether AI translates into higher contract values and recurring cash flow. For me, the next few quarters will be critical. I wouldn’t chase these stocks simply because they jumped after earnings; I want to see sustained AI adoption, improving margins and free cash flow. If those improve, quality SaaS companies could increasingly be viewed as AI beneficiaries rather than victims. @Tiger_comments @TigerClub @TigerStars
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08-28
INTC - Time to Invest again ?
On Mon, 10 Aug 2026 comeback kid $Intel(INTC)$ made the headlines again when it announced a $15 billion common stock offering to support skyrocketing customer AI demand. (see below) Even before US trading begins, early on Tue, 11 Aug 2026, the chip maker confirmed, it had priced the stock offering at $95 a share and upsized the offer by additional $5 billion to $20 billion. (see above) Here’s the thing - INTC’s $20 billion equity raise is more than a routine financing exercise: It is a calculated attempt to convert INTC’s powerful share-price recovery into the factory capacity needed to compete in AI infrastructure and 3rd-party chip manufacturing. The immediate sell-off reflects dilution anxiety, but the deeper question is whether the offering: S
TOPI lean yes — the raise was necessary. The real test is whether they can turn external wafer interest into sticky volume and keep fab utilization high enough to show real FCF