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62.57K
General
Elliottwave_Forecast
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09-01

$CAT Ends 5-Wave Cycle From April 2025 as 7-Swing Correction Targets Blue Box

In this Elliott Wave update, we examine the latest structure in Caterpillar Inc. ($CAT). The stock completed a powerful 5-wave advance from the April 2025 low, which ended the bullish cycle into the 2026 peak. Since then, price has turned lower and is now correcting that entire advance. 5 Wave Impulse + 7 Swing WXY correction $NVDA    The current decline is expected to unfold in a 7-swing W-X-Y structure. Therefore, although temporary rebounds can occur along the way, the correction likely needs additional downside before the next major bullish opportunity develops. The key area to watch comes at the 640.56–458.44 Blue Box Area, where buyers are expected to enter and the next long opportun
$CAT Ends 5-Wave Cycle From April 2025 as 7-Swing Correction Targets Blue Box
TOPzookie: If this is really a larger ABC instead, that Blue Box may not be the finish. I care more about whether 267.30 still anchors the higher degree count.
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Elliottwave_Forecast
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09-01

Tesla ($TSLA): Why the Elliott Wave Nesting Structure Can Open the Door to $937 Within the Next Five Years

Tesla has spent the last several years moving through what, on the surface, can look like a frustrating period of volatility and consolidation. From an Elliott Wave perspective, however, that volatility may be serving a much more important purpose: building a series of nested first and second waves that can eventually produce a powerful third-wave acceleration. Our long-term view on $TSLA remains constructive. The weekly structure suggests that the major advance from the 2023 low is not necessarily the end of the bullish sequence. Instead, we believe Tesla may be developing a nest inside a larger bullish cycle, and that structure can ultimately open the door to the $937 area within the next five years. The important point is that $937 should not be viewed as a conventional fundamental pric
Tesla ($TSLA): Why the Elliott Wave Nesting Structure Can Open the Door to $937 Within the Next Five Years
TOPzoomzi: Five years sounds fair, but I’d watch year three the closest. That’s usually where nested third waves start syncing and the move stops feeling like noise.
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62.39K
General
Elliottwave_Forecast
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09-01

XAGUSD – Turns Higher After Hitting Extreme Area

Hello Traders, in today’s blog we’re reviewing the $XAGUSD wave count shared with members, which highlighted a strong bullish outlook. The Elliott Wave pattern confirmed the move right at the extreme/high‑frequency zone, propelling prices sharply higher. XAGUSD After Completing Major Correction from All‑Time Highs Silver peaked earlier this year at 121.503 on January 29, 2026, before entering a six‑month corrective phase that concluded at 3940.68 on July 17, 2026. From that low, Silver rallied to complete wave (4) at 62.548, then turned higher, finishing wave 1 of a new nest. Price has since pulled back in a proposed wave 2, holding against the 62.548 pivot. The Forecast: Completion of Wave ((iv)) Correction The setup identified Silver at a decisive turning point following a corrective pul
XAGUSD – Turns Higher After Hitting Extreme Area
TOPPandoraHaggai: I lean bearish here: 62.548 still looks like the level that eventually gives way, and calling the major correction done after just half a year off the high feels early
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705
General
Fistein
·
09-02
$CNMC Goldmine(5TP.SI)$ 2 Target Price   CNMC is a pure-play gold producer operating the Sokor gold field in Kelantan, Malaysia. --Growth Catalysts for CNMC Goldmine(5TP.SI)-- 1. Expanded Production Capacity   CIL Plant upgrade completed in April 2025: Daily processing capacity nearly doubled from 500 tonnes to 800 tonnes per day. Gold output from the CIL plant jumped 65% in 2H2025 vs 2H2024. CNMC Goldmine earnings growth came from "diversification into base metals production and the expansion of the gold processing capacity, not simply from rising gold prices. 2. Underground Development & Higher-Grade Ore Discovery  New underground facility under construction at Sokor. Two new vertical shafts budgeted at US$12M
$CNMC Goldmine(5TP.SI)$ 2 Target Price CNMC is a pure-play gold producer operating the Sokor gold field in Kelantan, Malaysia. --Growth Catalysts f...
TOPNewmanGray: 500 to 800 tpd is the part that matters, and 65% output growth says execution is real, not just gold doing the heavy lifting
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772
General
Optionspuppy
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09-02

Options puppy beginners guide 🚀 Broadcom Reports Tonight: The Beginner’s Guide to AI Earnings Season — Why I Hold Broadcom, Dell & Apple Tiger Brokers | Market Rebound: Rally or Pullback? Capture potential opportunities. Stay Flexible with Options

🌪️ A Big Week for Technology Stocks If you own technology stocks right now, this is the week that teaches you how the game is played. 📚📈 On Tuesday, September 1, Wall Street had one of its worst sessions in weeks. Oil jumped above $90 a barrel following fresh U.S. strikes on Iran, Treasury yields climbed to their highest levels since early 2025, and the Nasdaq fell around 1%. 🛢️📉 Then came Dell Technologies. After the market closed, Dell reported quarterly results, and the stock jumped around 8% in after-hours trading. 💻🚀 Tonight, the spotlight turns to Broadcom. After the U.S. market closes on Wednesday, September 2 — roughly 4 a.m. Thursday Singapore time — Broadcom will report its fiscal Q3 results. The big question is: 🤖 Can Broadcom Really Triple Its AI Business? ⸻ 📚 First: A 5-Minute
Options puppy beginners guide 🚀 Broadcom Reports Tonight: The Beginner’s Guide to AI Earnings Season — Why I Hold Broadcom, Dell & Apple Tiger Brokers | Market Rebound: Rally or Pullback? Capture potential opportunities. Stay Flexible with Options
TOPJoanneSamson: Beta risk across the whole AI stack still looks underpriced to me. With yields this sticky, Broadcom Dell and Apple can all report fine and still get de-rated fast
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502
General
Shyon
·
09-02
I’m bullish on $Broadcom(AVGO)$ after earnings, with my pick around the $350–$400 area. I’m expecting solid AI revenue growth and potentially stronger guidance, especially as AI infrastructure spending remains strong across GPUs, networking and custom silicon. The custom AI chip opportunity is what excites me most. I don’t expect Broadcom to replace NVDA anytime soon, but more AI companies building chips tailored to their own workloads could become a major growth driver for Broadcom. If management provides clearer visibility on OpenAI and other custom-chip programs, I think the market could reward AVGO with another leg higher. At the same time, I’ll be cautious if guidance fails to match the market’s already-high expectations. That said, expectat
I’m bullish on $Broadcom(AVGO)$ after earnings, with my pick around the $350–$400 area. I’m expecting solid AI revenue growth and potentially stron...
TOPdoozii: AI spend looks strong now, but enterprise IT budgets do not stretch forever. If guidance is only clean instead of huge, this multiple can crack fast
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Shyon
·
09-02
I think Monday’s pullback is more of a warning sign than a reason to turn bearish. Higher oil prices, rising Treasury yields and renewed U.S.-Iran tensions are uncomfortable, especially for high-valuation growth stocks, but the major indexes still finished August higher. For me, the biggest concern is whether $United States Oil Fund LP(USO)$ oil staying above $90 will create more persistent inflation pressure. If yields continue rising, tech and AI valuations could face more pressure, while companies like $Marvell Technology(MRVL)$ show that investors increasingly want AI demand to translate into real revenue and earnin
I think Monday’s pullback is more of a warning sign than a reason to turn bearish. Higher oil prices, rising Treasury yields and renewed U.S.-Iran ...
TOPzookie: EIA draw was the bigger tell last week. With Iran risk still bid into crude, USO above 90 keeps the inflation scare alive and makes September way trickier for growth 📈
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Shyon
·
09-02
I think the AI hardware trade is clearly broadening beyond GPUs. $NVIDIA(NVDA)$ may still dominate compute, but HBM, enterprise SSDs and networking are becoming increasingly important. That makes $Broadcom(AVGO)$ interesting because it can benefit from both custom ASICs and networking. I’m watching AVGO’s earnings closely because another strong AI outlook would reinforce the idea that AI CapEx is spreading across the ecosystem. I don’t see Broadcom replacing NVIDIA; rather, GPU + ASIC + networking could become the winning combination as hyperscalers optimize performance, power and cost. For me, the biggest question is valuation, not demand. If Broadcom delivers another blowout quarter but the stock str
I think the AI hardware trade is clearly broadening beyond GPUs. $NVIDIA(NVDA)$ may still dominate compute, but HBM, enterprise SSDs and networking...
TOPnimbly: AI CapEx broadening makes sense, but 40x forward earnings may already price in most of the optimism. If AVGO beats and still stalls, that probably tells the whole story
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Shyon
·
09-02
I think the memory story is still fundamentally strong, but I’m becoming more selective at these valuations. DRAM supply looks structurally tight, while HBM continues absorbing capacity due to strong AI demand. That gives $Micron Technology(MU)$ and $SK hynix(SKHY)$ a stronger setup into 2027, in my view. I’m also paying close attention to how companies use their cash. SK hynix’s huge buyback is a strong confidence signal, while Micron’s heavy reinvestment suggests management still sees attractive long-term demand. Buybacks aren’t a guaranteed price floor, but they show these companies are generating serious cash. The biggest risk is that ~85% gross margins create very high expectations. I’ll be watching D
I think the memory story is still fundamentally strong, but I’m becoming more selective at these valuations. DRAM supply looks structurally tight, ...
TOPtwiddly: HBM capacity pull is the part I care about most here. If that stays tight, DRAM pricing probably has more room than people think
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22.40K
General
SG Visual Research
·
09-02

AJJ 1H2026: Healthcare Products Before AI Robotics

$AJJ Medtech(584.SI)$   Before reading AJJ Medtech Holdings Limited (SGX:584) only through the AI robotics angle, it may be more useful to first look at its healthcare products and services revenue base. In 1H2026, AJJ reported total revenue of about S$1.219m. Of this, healthcare products and services contributed about S$1.086m, or around 89.1% of total revenue. This matters because healthcare distribution is not just about selling products. It can provide customer access, procurement experience, product catalogue depth, regulatory familiarity and supply-chain execution. AJJ’s disclosed product areas include medical products, laboratory products / IVD and life sciences, and animal health / VetCare solutions. The key question is whethe
AJJ 1H2026: Healthcare Products Before AI Robotics
TOPlolmei: 89.1% from healthcare is meaningful, but inventory turnover is still the cleaner proof point here
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天天是周末
·
09-02

Stock to watch - Abbvie

$AbbVie(ABBV)$ is a leading global biopharmaceutical company based in the United States. Ranked among the largest in the industry, it develops treatments across key areas including immunology, cancer, neurology, and aesthetics. Its major products include blockbuster medicines like Humira, Skyrizi, and Rinvoq for autoimmune conditions, cancer therapies like Imbruvica and Venclexta, mental health medication Vraylar, and Botox. The name "AbbVie" originates from a combination of "Abbott," the name of its former parent company, and "vie," which refers to a Latin root meaning 'life.' In a long-term uptrend, but it is currently hitting a strong price ceiling at $260–$262. Momentum is slowing down, which suggests sellers are stepping in and could cause
Stock to watch - Abbvie
TOPvibzee: That 260 breakout setup ignores the real risk: Humira erosion can still drag guidance, so I would not treat resistance as the only variable.
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koolgal
·
09-02
🌟🌟🌟 Monday's pullback is a classic short term volatility spike rather than a permanent threat to the AI rally.  This is because hyperscale AI capital expenditure is an unyielding structural mandate that mega cap balance sheets will continue to fund, completely regardless of short term oil spikes or bond market volatility. Hyperscalers like Microsoft, Alphabet, Meta and Amazon aren't spending billions on custom ASICs and HBM because it is a fun hobby.  They are doing it because failing to secure a piece of the next generation computing infrastructure may mean tech obsolescence. So stay cool, stay invested because investing is a marathon, not a sprint. @Tiger_comments @Tiger
🌟🌟🌟 Monday's pullback is a classic short term volatility spike rather than a permanent threat to the AI rally. This is because hyperscale AI capita...
TOPLeilaLynch: AI capex is real, but if rates and oil stay sticky the whole tape can de-risk fast. That can still slow the multiple even if the buildout stays on
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nerdbull1669
·
09-02

Broadcom's Custom Silicon Surge vs. NVIDIA's GPU Hegemony: Portfolio Allocation in the Next Era of AI Infrastructure

$Broadcom(AVGO)$ Broadcom’s massive 143% surge in AI-related revenue represents a fundamental structural pivot in AI infrastructure rather than a transient spike. As hyper-scalers transition from generic model training to specialized execution, custom application-specific integrated circuits (ASICs) and high-speed networking silicon have emerged as central pillars of AI architecture. However, this growth does not signaling the dethroning of NVIDIA. NVIDIA maintains a dominant moat backed by its proprietary CUDA software platform, vertical integration, and full-stack system architectures. Rather than an "either/or" battle, the AI semiconductor market is bifurcating into complementary domains: NVIDIA standardizes off-the-shelf accelerated computing,
Broadcom's Custom Silicon Surge vs. NVIDIA's GPU Hegemony: Portfolio Allocation in the Next Era of AI Infrastructure
TOPquizzio: I care more about AVGO’s forward multiple here — with software mix in the model, it does not look expensive. NVDA still owns the default stack, but the pair makes sense
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General
Lanceljx
·
09-02
I would rotate modestly toward cash-flow certainty, not abandon growth. A 10-year yield near 4.8% is more than noise: it raises the discount rate on long-duration AI earnings and makes debt-funded capex increasingly expensive. With oil adding another inflation impulse and September hike odds now around two-thirds, richly valued tech has less room for disappointment. But payrolls are the potential circuit-breaker. A genuinely weak jobs print could pull yields back quickly and revive duration-sensitive tech. So rather than chase the bond selloff, I would favour profitable, cash-generative companies and keep some dry powder. If payrolls surprise stronger, 5% on the 10-year becomes a much more uncomfortable possibility. If they disappoint sharply, today's tech weakness could become the entry p
I would rotate modestly toward cash-flow certainty, not abandon growth. A 10-year yield near 4.8% is more than noise: it raises the discount rate o...
TOPJudithGrant: I agree on favoring cash flow, but rates already reflect a decent chunk of the inflation scare. The bigger question is whether term premium keeps doing the heavy lifting here
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Lanceljx
·
09-02
I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and management guided Q3 to $16bn. But the market already knows that. The real hurdle is whether those huge orders translate into durable margins and higher FY27 guidance. The heavier AI mix itself is expected to compress gross margin towards 74%, while Broadcom explicitly warns that custom accelerators and AI systems carry lower gross margins. The Google-Marvell threat also looks more medium-term than immediate, with Marvell saying the Google deal becomes much more significant only in FY29. So my trigger is not simply "$16bn AI revenue achieved". I want $16bn+, resilient margins and, most importantly, an upgrade or stronger evidence behind the $100b
I would wait for the print rather than front-run it. Broadcom's AI story is clearly real: Q2 AI semiconductor revenue hit $10.8bn, +143% YoY, and m...
TOPMurrayBulwer: Gross margin is the swing factor here. AI mix matters, but software mix and operating leverage probably decide whether that FY27 target gets real support.
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koolgal
·
09-02
🌟To be optimistic about software stocks right now, you have to separate the elite monopolies from the vulnerable ones.  The software sector is navigating a major structural divergence.  The only software companies that will thrive are those that actively control the infrastructure where AI is actually deployed.  They don't just sell software, they operate the tollbooths that other enterprises must pay to access the digital economy. My top pick is $Microsoft(MSFT)$ .  Their Azure cloud ecosystem is the primary launchpad for enterprise AI deployment.  Every time a corporation runs an advanced model, queries a database or utilises OpenAI infrastructure, Microsoft extracts a high margin digital rent. Moreover the integration
🌟To be optimistic about software stocks right now, you have to separate the elite monopolies from the vulnerable ones. The software sector is navig...
TOPTimothyBarnes: Azure growth is already slowing while capex keeps climbing. That tollbooth story looks a lot less magical once margins get squeezed lol
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koolgal
·
09-02
🌟🌟🌟The ultimate macro impact of this round of oil price increases on US stocks centres squarely on Option B:  The direct transmission of energy inflation will force Kevin Warsh's Fed into a surprise September rate hike, sending the heaviest liquidation pressure straight to growth and technology stocks.  Why?  When crude oil stays pinned at USD 95, it transmits a massive price impulse straight through the Consumer Price Index or CPI & Producer Price Index (PPI) metrics. Kevin Warsh has warned that financial conditions are not restrictive enough.  Surging oil gives him a mandate to push the September interest rate hike probability to over 70%. Higher interest rates drive up global bond yields.  The market drops today not because corporate earnings are bad, but b
🌟🌟🌟The ultimate macro impact of this round of oil price increases on US stocks centres squarely on Option B: The direct transmission of energy infl...
TOPfrosti: Yep, hike odds can jump fast, but the real transmission is the 10Y. If oil pins CPI higher and the 10Y breaks 4.8%, tech probably has another leg down
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Shyon
·
09-02
For me, I lean toward A + B. Supply buffers appear thinner this time, while higher oil is feeding into inflation expectations and Treasury yields. If 10-year yields stay elevated, high-valuation tech and growth stocks could face more pressure as discount rates rise. That said, I’m not rushing out of AI or tech. I still believe in the long-term AI cycle, so I’d rather DCA through volatility than try to time the bottom. I’m also keeping more cash and short-duration assets ready in case another sharp pullback creates better entry points. The key is whether this becomes a temporary oil spike or a persistent inflation shock. I’ll watch oil, Treasury yields, nonfarm payrolls and CPI closely before making bigger moves. If inflation stays sticky, I’ll stay defensive and avoid excessive leverage.

WTI Back Above $90: The Strait of Hormuz Risk Premium Is Turning Into the Fed's Case for a Rate Hike

@Tiger_comments
Rising oil prices are no longer just an energy-sector story. They are pushing Treasury yields higher through inflation expectations, raising the probability of a Fed rate hike in September, and compressing valuations across the rest of the market—the September 1 selloff in U.S. equities was the result of this entire chain being repriced at once. On Tuesday, September 1, all four major U.S. indexes closed lower. The S&P 500 fell 0.71% to 7,631.47, the Dow dropped 419.02 points to 52,766.88, the Nasdaq Composite declined 1.03% to 26,099.77, and the Russell 2000 fell 1.23% to 2,920. The real driver on the day came from the Middle East. U.S. forces launched a new round of strikes against Iranian targets around the Strait of Hormuz, after two oil tankers had been attacked in the waterway. T
WTI Back Above $90: The Strait of Hormuz Risk Premium Is Turning Into the Fed's Case for a Rate Hike
For me, I lean toward A + B. Supply buffers appear thinner this time, while higher oil is feeding into inflation expectations and Treasury yields. ...
TOPrichegg: Long term AI still looks intact, but thinner supply plus sticky yields can absolutely bully tech near term. I care more about whether oil fades fast enough to keep the 10-year from repricing again
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Shyon
·
09-02
If I could only pick one, I’d go with $Palantir Technologies Inc.(PLTR)$ . The combination of 93% revenue growth, 149% U.S. commercial growth and raised guidance is hard to ignore. More importantly, I see Palantir benefiting from both AI adoption and broader enterprise software spending, giving it multiple growth drivers. That said, I wouldn’t ignore the valuation risk. At these growth rates, expectations are already extremely high, so even a strong earnings report could trigger a pullback if guidance disappoints. I’d rather DCA into PLTR than chase a big post-earnings rally. $Atlassian Corporation PLC(TEAM)$ ,
If I could only pick one, I’d go with $Palantir Technologies Inc.(PLTR)$ . The combination of 93% revenue growth, 149% U.S. commercial growth and r...
TOPblinkix: 93% growth is loud, but the multiple already prices in years of perfection. My DCF still needs an unreal terminal growth assumption to make PLTR look cheap
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Shyon
·
09-02
For me, A is the biggest risk, with B and C also worth watching. $NVIDIA(NVDA)$ has proven AI demand remains strong, but the key question is how much future demand is being pulled forward through financing and infrastructure commitments. Strong revenue today doesn’t guarantee the same growth rate forever. I’m still bullish on Nvidia’s long-term position at the center of AI infrastructure. But I’m becoming more selective across the ecosystem, paying closer attention to the balance sheets and cash flows of customers like $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$ . For my strategy, I’d rather hold core positions and DCA on meaningful pullbacks than chase rallies.
For me, A is the biggest risk, with B and C also worth watching. $NVIDIA(NVDA)$ has proven AI demand remains strong, but the key question is how mu...
TOPblinxz: Financing is not the bubble signal here, demand is. If capital keeps showing up for GPU capacity, that actually validates how scarce Nvidia still is
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