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09-02
$EBAY Just Got a New Catalyst
$eBay(EBAY)$ $eBay (EBAY) +1.37% at $104.98: Acquisition Buzz Meets Technical Cross, $110.48 Resistance in Focus 📈 Latest Close: EBAY finished at $104.98 (+1.37%) on Sep 2, with volume of 3.34M shares — just 12% below the 52-week high of $119.31. Market Drivers: GameStop (GME) converted its eBay derivatives into common stock, booking a ~$238M gain and now holding 43.4M shares (9.75% stake). Speculation still lingers around GME’s on-again/off-again acquisition interest, keeping M&A premium alive in the name. Technical Analysis: MACD DIF (-1.54) has crossed above DEA (-1.77), producing a positive histogram (+0.46) — a fresh bullish crossover. RSI(6) at 51.5 and RSI(12) at 47.6 are climbing out of neutral-low territory, confirming improving momen
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09-02
$MRK Just Got a New Reason to Run
$Merck(MRK)$ $Merck & Co., Inc.(MRK) Rallies +1.42% to $149.86: Pharma Giant Nears 52-Week High with Bullish MACD Momentum, $156 Target in Focus 📈💊 Latest Close Data: MRK closed at $149.86 (+1.42%) on Sep 2, 2026, just 4.5% below its 52-week high of $156.92. Volume was 9.87M shares (Volume Ratio 0.98), turnover rate 0.40%. Core Market Drivers: HSBC upgraded MRK from Hold to Buy on Sep 1, fueling the 2.6% pre-market pop. The mRNA cancer vaccine (intismeran autogene + Keytruda) Phase III success continues to attract analyst upgrades. Morgan Stanley lifted PT from $116 to $179 with Overweight rating. Technical Analysis: MACD remains bullish with DIF 5.91 > DEA 5.71, histogram positive at 0.38. RSI(6) at 58.7 and RSI(24) at 63.7 — momentum recov
TOP1PC: Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @Shernice軒嬣 2000
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09-02
$JNJ Is Coming for a New High
$Johnson & Johnson(JNJ)$ $Johnson & Johnson (JNJ) Closes +2.01% at $271.19: Defensive Pharma Giant Nears 52-Week High, $276.47 Breakout in Sight Latest Close Data: JNJ ended at $271.19, up +2.01% (+$5.34) on Sep 2. The stock is just 1.9% below its 52-week high of $276.47 and far above the 52-week low of $173.33. 📈 Core Market Drivers: Strength reflects defensive rotation into healthcare. Guggenheim raised its JNJ target to $287 on Aug 6, with Argus setting $300 and Wells Fargo at $282. Short interest remains elevated (16.8% of volume on 8/31), fueling squeeze potential as price grinds higher. 💊 Technical Analysis: MACD is turning constructive — DIF (4.52) sits above DEA (3.94), though the histogram is still mildly negative, suggesting early
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09-01
🚨 BROADCOM’S $29 BILLION AI TEST: DOES NVIDIA HAVE TO LOSE FOR AVGO TO WIN?
For the last few years, the AI semiconductor story has been remarkably simple. AI spending goes up. Demand for GPUs explodes. Nvidia wins. But Broadcom’s upcoming earnings could test whether the next phase of the AI boom is becoming much more complicated. Broadcom reports fiscal Q3 earnings on September 2, and expectations are enormous. Wall Street is looking for roughly $29.4 billion in revenue and $3.24 in adjusted EPS. But those headline numbers are not what interests me most. Broadcom has already guided for approximately $16 billion in AI semiconductor revenue, representing growth of more than 200% year over year. That raises a much bigger question: Does Nvidia actually need to lose for Broadcom to become one of the biggest winners of the AI infrastructure boom? I don’t think it does.
TOPC — AI infra is not just GPUs. Networking and memory demand can expand with it, so Broadcom and Nvidia can both feast if hyperscaler capex stays wide open.
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09-01
GLD: Is Gold Preparing For Another Major Move?
Gold has been consolidating after an aggressive rally, leaving a lot of traders asking if this is just a quick breather before the next leg up or the start of a deeper cool-off. Here is a quick breakdown of how our previous trade setup played out and what the charts are telling us right now. What You Need to Know About $SPDR Gold ETF(GLD)$ If you are new to trading gold or using ETFs instead of individual stocks, keep these core fundamentals in mind: Direct Exposure to Gold Spot: $GLD tracks physical gold bullion stored in vaults. When gold prices move, $GLD moves right alongside it without the company-specific risk of gold mining stocks. The Dollar & Rate Connection: Gold usually moves opposite to the US Dollar ($DXY) and treasury yields. When
TOPwhere to find Owen teachings
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09-02
AI’s Next Bottleneck Isn’t GPUs — It’s Power The AI trade may be entering its next phase: from chips to infrastructure. Everyone knows the AI story: More models → more GPUs → more data centers. But the bottleneck is changing. As AI clusters become larger and power-hungry, the question increasingly becomes: Can the physical infrastructure deliver enough electricity, cooling and networking to run them economically? That’s where I think investors should start looking beyond the obvious AI names.
⸻
💡 Why this idea? AI data centers are becoming increasingly power intensive. The investment chain is evolving: AI models → GPUs → networking → power → cooling → data centers This creates an interesting second-order opportunity. Instead of trying to predict which AI model wins, investors can look
TOPGrid upgrades are the slower bottleneck here. Transformers and interconnection queues can drag way longer than GPU cycles.
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09-02
2 September 2026 Renewed US-Iran hostilities and attacks on oil tankers in the Strait of Hormuz sent oil prices sharply higher. Rising inflation and rate-hike concerns pushed Treasury yields up and dragged US equities lower for a third consecutive session. S&P 500 fell 0.71% to 7,631.47 Dow Jones fell 0.79% to 52,766.88 Nasdaq fell 1.03% to 26,099.77 US 2-year Treasury yield rose approximately 5 basis points to around 4.39% US 10-year Treasury yield rose approximately 5 basis points to around 4.80%, its highest level since January 2025 (AP, Reuters) ⸻ News 1) US launches fresh strikes on Iran as tanker attacks drive oil and inflation risks higher * The US launched a new round of airstrikes against Iranian targets near the Strait of Hormuz. * President Trump warned that Iran would face
TOPOil pass-through to core inflation still feels overstated. If labor softens, does the Fed really lean hawkish off one energy shock
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09-02
$GILD Just Broke the $150 Barrier
$Gilead Sciences(GILD)$ $Gilead Sciences (GILD) Scores +2.45%: Gilead Sciences Defends $150 Breakout Zone, Arcellx M&A Keeps Bulls Charging Latest Close Data 📊 GILD closed at $149.92 on Sep 2, 2026, gaining +2.45% (+$3.58). Price is just -4.7% below its 52-week high of $157.29. Pre/after-hours quotes held near $150, signaling persistent bid. Core Market Drivers 📰 Gilead’s $7.8B Arcellx acquisition continues fueling oncology pipeline enthusiasm. Q2 revenue of $7.8B beat estimates while full-year loss guidance tightened, reinforcing the fundamental turnaround narrative. Broad healthcare rotation adds tailwind. Technical Analysis 🧭 Volume hit 4.87M shares (Volume Ratio 0.96). MACD remains bullish at +2.18 with DIF (4.30) well above DEA (3.22). RS
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09-01
$NVO 20261218 60.0 CALL$ covered call rollover
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09-01
$NVO 20270115 60.0 CALL$ rollover of covered call
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09-02
Tomorrow's Money Is Being Marked Down. Dell's Has Already Landed.
$Dow Jones(.DJI)$ fell 419 points on Tuesday, or 0.79 per cent, to 52,766.88; $S&P 500(.SPX)$ lost 0.71 per cent to 7,631.47; $Invesco QQQ(QQQ)$ fell 1.27 per cent. The selling started in the Middle East: US forces struck Iranian targets near the Strait of Hormuz, and Brent crude jumped about 5 per cent on the day to around US$95, a level reports call its highest since late July. When oil goes up, the inflation maths has to be redone. The ten-year Treasury yield closed at 4.78 per cent, which reports put as the highest since January 2025; the thirty-year reached 5.27 per cent. Futures at the CME now put the odds
TOPBefore treating Broadcom's model as a "second income curve," I think what I most want to hear is not "how big the project is," but who will bear the ultimate credit risk, how high the rental yield will be, and when the cash flow will turn positive. If Broadcom simply puts its debt off-balance sheet through SPVs, but also provides a substantial guarantee for senior debt, then the economic risk has not truly left Broadcom. In this way, AI infrastructure leasing becomes more than just "chip revenue + rental revenue," but also a combination of capital expenditure, customer credit, utilization rate, and refinancing risk. Therefore, I will focus on three things: whether the customer contract is take-or-pay, whether the project's IRR is significantly higher than the financing cost, and how much liability Broadcom actually bears in the event of an SPV default. If these three points are clearly explained, and the lease cash flow is locked in for a long time, then it could indeed become a very nice second curve. Conversely, if the goal is simply to help clients build AI projects first and then use Broadcom Credit to reduce financing costs, then it is very close to "creating demand for oneself". In short: I am willing to pay for a second income, but only if it is truly rent and does not transfer the customer's credit risk back to my own balance sheet.
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09-02
$GENTING SINGAPORE (G13.SI) -0.81%: Support Holds Near Lows
$Genting Sing(G13.SI)$ -0.81%: Casino Giant Near 52-Week Low, Dividend Support Holds Range Latest Close Data: Closed at S$0.615 (-0.81%) on Sep 2, 2026. Range S$0.61–S$0.62. Stock sits just 9.8% above 52-week low (S$0.56) and 19.1% below 52-week high (S$0.76). Volume 20.5M shares, volume ratio 0.60 — below-average participation. Core Market Drivers: Genting Singapore traded in a tight range amid muted sentiment for regional gaming. No major company-specific catalyst surfaced, but capital flow data shows one-day net inflow of S$2.46M (total). Five-day cumulative flow remains negative (-S$1.43M), indicating institutional caution. Controlling shareholder Genting Berhad held 52.67% stake unchanged. Technical Analysis: MACD values are
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09-02
$DAIRY FARM INTERNATIONAL (D01.SI) -0.85%: Defensive Retail Consolidates
$DFIRG USD(D01.SI)$ Dips -0.85%: Defensive ASEAN Retailer Consolidates Near $3.52, Range-Bound Between $3.50–$3.56 as Volume Fades to 0.46x Latest Close Data: D01 closed at $3.52 (USD) on 2026-09-02, down –0.03 (–0.85%). Intraday range held tight at $3.50–$3.56 with amplitude of only 1.69%. Price remains –24% below the 52-week high of $4.63 and +17.7% above the 52-week low of $2.99. Core Market Drivers: Consumer staples defensive rotation remains muted as the pan-Asian retail group under Jardine Matheson holds steady amid softening regional consumption data. No company-specific catalysts surfaced today; low turnover rate of 0.03% and volume ratio 0.46 confirm near-passive institutional posture heading into September. Technical An
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09-02
$FRASERS PROPERTY LIMITED (TQ5.SI) -0.99%: Range Compression Near Lows
$Frasers Property(TQ5.SI)$ -0.99% at S$1.00: Range Compression Near 52-Week Low, S$0.95 Support Under Watch Latest Close Data: TQ5 closed at S$1.00, down 0.99% from S$1.01, with intraday high/low of 1.02/1.00 and amplitude of just 1.98%. Price is now 16.7% below 52-week high of S$1.20 and only 5.3% above 52-week low of S$0.95. Turnover was minimal at 35.61万 shares. Core Market Drivers: Capital flow data shows heavy distribution: total inflow of only S$3.58万 vs outflow of S$32.22万, with large orders selling S$10.98万 and small orders selling S$19.24万. Volume ratio of 2.80 indicates elevated selling pressure relative to average. This reflects continued risk-off sentiment in Singapore property counters amid broader REIT/property sect
TOPGiven the tight float and dominant controlling shareholder, directional resolution may come from a single corporate action or dividend update rather than gradual technical drift.
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09-02
$YANGZIJIANG SHIPBUILDING (BS6.SI) -2.10%: Profit-Taking Near Highs
$YZJ Shipbldg SGD(BS6.SI)$ Slips -2.10%: Profit-Taking Near 52-Week High, Key Support at S$4.61 Holds Latest Close: S$4.66, down S$0.10 (-2.10%) on 02-Sep-2026, just 4.9% below its 52-week high of S$4.90. Volume 16.59M shares (volume ratio 1.25), turnover S$69.86M. Core Drivers: One-day capital flow showed net outflow of S$2.33M from large/mid orders. 5-day flow remains mixed, with S$2.15M outflow on 08-31 followed by modest S$1.65M inflow on 09-01. Top holders stable; Vanguard increased position by 412,300 shares. Technical Analysis: Price rejected near S$4.82 intraday high, closing well below open (S$4.80) – bearish engulfing pattern on the daily. Volume ratio 1.25 signals distribution. RSI data unavailable in current feed, but
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09-02
$THAI BEVERAGE (Y92.SI) -2.17%: Dividend Yield Guards Range
$ThaiBev(Y92.SI)$ Holds S$0.45 Despite -2.17% Dip: Volume Spike +4.99% Dividend Yield Guards 52-Week Range Latest Close Data: Closed at S$0.45, down -2.17% from prior close of S$0.46. Stock sits just 6.25% below 52-week high of S$0.48 and 9.76% above low of S$0.41. Intraday range was tight: S$0.45–S$0.46. Core Market Drivers: Turnover rate of just 0.18% with volume ratio of 1.62 suggests elevated activity on a relatively stable free float. Capital flow showed total outflow dominance—S$12.88M out vs. S$7.96M in—with large orders leading selling at S$10.54M out vs. S$5.31M in. Defensive dividend yield of 4.99% remains key anchor amid risk-off sentiment. Technical Analysis: MACD indicator values are currently unavailable for short-t
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09-02
$CAPITALAND INVESTMENT (9CI.SI) +1.14%: Volume Surge Tests Resistance
$CapitaLandInvest(9CI.SI)$ +1.14% with Volume Surge: Temasek-Backed Giant at 2.66 Tests 52-Week High 3.04 Latest Close Data: 9CI.SI closed at 2.66 SGD, up +1.14% (+0.03) on Sep 2, 2026. The stock is now 12.5% below its 52-week high of 3.04 SGD and 8.6% above its 52-week low of 2.45 SGD. Intraday range: 2.62–2.66, amplitude only 1.52%. Core Market Drivers: Temasek maintains dominant 53.93% stable stake, anchoring supply. BlackRock (+1.42M), Vanguard (+280.9K), and State Street (+4.61M) all increased positions, signaling sustained institutional accumulation. Capital flow 5-day trend turned sharply positive from -33.53 to +1,096.98 万 on Aug 31, confirming renewed buy-side conviction. Technical Analysis: Trading volume hit 1,058.70万
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09-02
$HONGKONG LAND (H78.SI) +1.50%: Range Tightens Near Highs
$HongkongLand USD(H78.SI)$ +1.50% – Range Tightens Near 52-Week High, $8.83 Breakout In Sight Latest Close Data (Sep 2, 2026): Closed at $8.12 (+1.50%) with intraday range $7.92–$8.17. Price sits just 8.0% below the 52-week high of $8.83; volume of 1.254M shares was modest (Volume Ratio 0.48). Core Market Drivers: Jardine Matheson maintains a 55.00% controlling stake with zero recent change, signaling stable sponsorship. Capital flow turned decisively positive today ($741.2K total inflow vs $273.3K outflow), with small-lot buying dominating ($436.6K). 5-day flow shows a spike on 08-31 ($1.67M) followed by normalization, suggesting fresh accumulation. Technical Analysis: MACD and RSI values were not populated in this dataset, so n
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09-02
$OVERSEA-CHINESE BANKING CORP (O39.SI) +1.63%: Hits 52-Week High
$OCBC Bank(O39.SI)$ Closes at 52-Week High +1.63%, Momentum Building Above S$31.80 Latest Close Data OCBC settled at S$31.85, up 1.63% for the session, matching its 52-week high of S$31.85 after opening at S$31.24 and holding a tight 1.95% intraday range. The stock now stands +104.9% above its 52-week low of S$15.54. Core Market Drivers Heavy institutional accumulation emerged with large-order net buying of S$64.5M against only S$3.2M in large-order sales, while total daily inflow reached S$134M versus S$48M outflow. The five-day capital flow flipped decisively positive, led by August 31's S$151.6M surge, suggesting positioning ahead of further SGD banking strength and dividend yield support at 2.79%. Technical Analysis Volume pr
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09-02
$WILMAR INTERNATIONAL (F34.SI) +2.13%: Presses Resistance Zone
$Wilmar Intl(F34.SI)$ Edged +2.13% to S$3.84: Soft Agri Giant Presses 52-Week High, S$3.95 Resistance in Sight Latest Close Data: Closed at S$3.84 (+2.13%) on Sep 2, 2026. Intraday high S$3.86 sits just 2.3% below 52-week high S$3.95. Daily amplitude 2.66%. Core Market Drivers: Net capital inflow S$10.6M (5-day cumulative) with large-order buying at 81% of inflow, signaling institutional accumulation. Total market cap S$24B with dividend yield 3.85% providing defensive appeal. Technical Analysis: Volume ratio 0.73 indicates moderate participation. RSI(6/12/24) data unavailable in current feed; MACD values empty—treat as data gap. Price action holding above S$3.76 open with higher-low structure intact. Key Price Levels: Primary su