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09-09
$SPCX 20260911 160.0 CALL$ thank you Elon musk kor kor
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09-09
Semiconductors Rally Broadly — What Just Happened?
US three major indexes closed lower on Tuesday, with broad market under pressure. Clear divergence emerged within the semiconductor sector: $Intel(INTC)$ surged 9%, adding roughly $45.5 billion in market cap.$Advanced Micro Devices(AMD)$ rose 5.9%, while$Qualcomm(QCOM)$, $Broadcom(AVGO)$ and $ASML Holding NV(ASML)$ gained around 3%. Driven by the sector’s bullish sentiment, semiconductor ETFs moved higher too. $VanEck Semiconductor ETF(SMH)$ an
TOPchipzzy: ASML orders are the cleaner read here. Advanced node capex looks real, and equipment runs usually outlast the design names.
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09-09
SPCX's 2027 orbital data centre a Hoax ?
Finally, someone spoken up about the absurdity of an orbital data centre, without tackling all the pressing issues. Naturally, it wasn't Musk, as he only speaks up when it benefits him. Musk’s Orbital Data Center Statements Below is the sequence of events where the snake oil salesman has spoken about it (In ascending date order) 31 Oct 2025 : Musk first publicly floated placing data centers in orbit in an X reply to an article discussing autonomous in-space construction. November 2025 : On “X”, Musk expanded on the concept, claiming orbital compute would become more economically viable than ground infrastructure within 3 to 5 years due to "unlimited solar power" and in-space radiative cooling. December 2025 : Following news leaks regarding a planned SpaceX listing, Musk confirmed pre-IPO d
TOPSpaceX shares rose by +3.73% on Tue, 08 Sep 2026, closing at $153.47 per share. The rise was driven by a bullish analyst initiation (a) from Pivotal Research Group, (b) upcoming index rebalancing expectations, and (c) optimism ahead of planned Starship flight milestones. Looks like stock's behaviour is consistent with SPCX's TA analysis. Are you game ?
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09-09
🎁 What the Tigers Say | Memory Breaks Away: 3 Tigers On The AI-Driven Supercycle
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Early September 2026 delivered a striking split screen: the $S&P 500(.SPX)$ fell 0.38% to 7,718.60, the $Dow Jones(.DJI)$ dropped 0.51%, and the $NASDAQ(.IXIC)$ slipped 0.29% under macro headwinds, while the $Philadelphia Semiconductor Index(SOX)$ surged 3.38% on a memory supercycle led by $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$, and
TOPI think all three views are valid, but the bigger story is that this is no longer simply an "AI rally" — it's amemory allocation cycle. AI servers are absorbing scarce HBM and DRAM capacity because hyperscalers are willing to pay premium prices and commit to long-term supply. That creates a squeeze for traditional PC and smartphone memory, potentially keeping prices elevated. Between MU and SNDK, in favorMU for the longer-term fundamental story, while SNDK looks more attractive as a tactical trade after pullbacks. The biggest risk is valuation: if new capacity comes online faster than expected or AI capex slows, the cycle could reverse quickly. For now, I'd rather buy weakness than chase vertical moves. The key question is no longer whether AI needs memory, buthow long can supply stay behind demand. @WallStreet_Tiger [胜利]
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09-08
$NVDA: First Trading Day After The Holiday. Where Does Price Go Next?
Technical Breakdown & Trade Plan $NVIDIA(NVDA)$ enters Tuesday's post-Labor Day session holding solid upward momentum. After establishing a firm bottom around $208–$213, buyers pushed price through key resistance at $225, closing Friday at $230.36 and pushing higher in early pre-market action. Key Scenarios for Tuesday's Session: Bullish Expansion (Primary Setup): Holding above $230.00 through the opening hour confirms buyer control. A clean push on elevated volume opens a clear run toward the $234.75–$236.50 resistance zone (52-week high). Healthy Retest: If early profit-taking hits, look for buyers to defend the $228.00–$228.45 level as new support before making another attempt higher. Bearish Invalidation: A break below $224.00 invalidates
TOP230 close matters more than the story. Hourly RSI still looks clean, so 234.75 probably gets tested fast if volume stays there
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09-08
$SPY: The First Move Is In. What Happens Next?
The reopening trade after the Labor Day holiday kicked off with a sharp morning drop, pulling $SPDR S&P 500 ETF Trust(SPY)$ down to test $767.23. Options pricing implied a daily 1-standard-deviation move of $3.31 ($766.20 to $772.82). The initial move hit the lower range of that expected volatility band within the first 30 minutes of trading Key Technical Levels Resistance 2 (Gap Fill Target): $772.80 (Upper expected move boundary and Friday session high) Resistance 1 (Pivot / VWAP Zone): $770.20–$771.50 (DeMark Pivot High and previous close) Key Support Floor: $766.20–$767.00 (Session low & initial expected move lower band) Support 2 (Liquidity Pocket): $763.50 (Late-August swing low target) Execution Scenarios Scenario A: Bearish Trend Co
TOP768.90 on the 200DMA is the spot I care about more here. If SPY can base above that, the reclaim case looks a lot cleaner
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09-09
[Wednesday This or That] Chase the Winner or Buy the Dip?
One of the biggest debates in investing is whether to chase a winner, even when it already looks pricey, or buy a loser in the hope that the selloff has gone too far. Even Warren Buffett’s style evolved over time. Early in his career, he was heavily influenced by Benjamin Graham’s “cigar-butt” approach — buying deeply discounted stocks and looking for one last puff of value. Later, Buffett shifted toward buying great businesses at reasonable prices, rather than simply buying whatever looked cheapest. So today’s question is: If you could only choose one, which would you pick — A or B? 🅰️ Chase the Winner 📈The stock may look expensive, but strong companies can keep getting stronger. 🅱️ Buy the Dip 📉The stock has already fallen hard, and the lower price could mean more upside if sentiment tur
TOPI will pick A. The winner 🏆😁 will continue the strong 💪 trend 📈 with Price actions 😀. High will be Higher 🚀😁 @koolgal @Shyon @JC888 @Barcode @Aqa @DiAngel @Shernice軒嬣 2000
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09-09
Selling Puts Remains My Preferred Strategy：Will Tokyo Set the Market’s Direction This Week?
The market’s greatest challenge this week is that several seemingly independent trading themes are beginning to interact with one another: the yen has reached a six-month high; expectations of a Bank of Japan rate hike are building; global bond yields are broadly rising; signs are emerging of a rebound in China’s crude-oil demand; and expectations for Federal Reserve policy have once again been unsettled by comments from Donald Trump. When these variables move simultaneously, markets rarely deliver a clean, smooth one-way trend. Instead, they are more likely to enter a high-volatility, range-bound phase marked by repeated swings in both directions. The key variable to watch now is whether the yen can make a further near-term directional break. This matters not only for the U.S. dollar inde
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09-09
Coffee Chats by Trade to Win — Event Highlights | 7 Sep
A. Market Outlook Sharing by James James highlighted several new market developments, including Treasury Secretary Scott Bessent’s view that heavy AI capex could begin translating into stronger productivity and disinflationary benefits within the next six months. He also noted that S&P 500 short interest has recently risen above 3% of market cap, leaving room for some short covering. US strategic-sector investments James also discussed the Trump administration’s growing use of direct investments in strategic industries, from rare earths and semiconductors to quantum computing and frontier AI. The latest example is the Venezuela oil deal involving North American Blue Energy Partners, reinforcing the broader push to secure exposure to strategically important assets and supply chains. Why
TOPHope I would be there next time
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09-09
🚨 THE AI ARMS RACE IS TURNING CUSTOMERS INTO SHAREHOLDERS
For most of corporate history, the relationship between a customer and a supplier was relatively simple. One company made something. Another company bought it. Money went one way. Products went the other. Artificial intelligence may be changing that relationship. Because some of the largest technology companies on Earth are no longer simply buying AI infrastructure. They are increasingly taking economic stakes in the companies building it. Amazon has just entered a multi-generation AI infrastructure partnership with Qualcomm. The headline number is enormous. Amazon could purchase up to US$60 billion of Qualcomm AI data-centre chips and related products under the agreement. But the part that interests me more is buried underneath. Qualcomm has also granted Amazon warrants worth approximatel
TOPI’m not sold that equity tie-ups fix alignment long term. If Amazon or Google shifts strategy, suppliers like Qualcomm or Marvell could end up more exposed, not less
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09-08
$YZJ Shipbldg SGD(BS6.SI)$ Patience over the years and decided to take profit
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09-08
$Alphabet(GOOGL)$ nothing exciting lately
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09-08
$Microsoft(MSFT)$ Regretting not selling at $517 on Aug 28 or at $515 on Sept 3 [Facepalm] I could hav just sold another put and making new set of income now, and seating on a pile of cash.
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09-09
HOOD Shares Pull Back After a Blistering Rally With a Reversal Signal Flash
$Robinhood(HOOD)$ ⚡ Key Takeaway Today's pullback lands at a genuinely pivotal moment for this position. The probability of a near-term shift into a Bearish zone has climbed past the halfway mark, and the forward-looking 10-day outlook has flipped from a strongly positive reading to a modestly negative one. Yet the risk framework itself hasn't budged from its mildest tier, and the short-term stance has shifted to Neutral rather than an outright Sell — a sign this reads as a trend testing its footing rather than one breaking down. Ten days and a 13.2% gain into this Buy and Hold position, the coming few sessions should clarify whether this is a healthy pause or the start of something more significant. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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09-09
$RKLB, $CIFR, $NVDA and More - The Breakout Levels That Matter Right Now
Good morning, tigers ☕️📈 A few Smart Money setups I’m watching closely right now: 🚀 $Rocket Lab USA, Inc.(RKLB)$ Sitting in a double Smart Money Zone. The next couple of months are looking strong. 🎯 $Eos Energy Enterprises Inc.(EOSE)$ Already up nearly 30% from the setup I shared with subscribers. $4.50 is the key level now. Break and hold it, and the longer-term breakout gets interesting. ⚡ $T1 ENERGY INC(TE)$ Major short-term resistance is approaching. Still very bullish over the next couple of months, but we need a clean break and hold above $5.10. Above that: $6.50 → $10. 🔥 $Cipher Mining Inc.(CIFR)$ Now up more th
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09-09
$TSLA Wants Efficiency As Riders Want Convenience
$Tesla Motors(TSLA)$ is coming at robotaxis with a simple thesis: Efficiency wins. Take the biggest part of the demand curve — one or two riders, short trips, dense metro areas — and drive the cost per ride as low as possible. Tesla’s Cybercab is clearly designed around that philosophy, with a small two-seat configuration and a focus on low operating costs. But there’s one problem. People don’t always choose the cheapest option. If cost were the only thing that mattered, everyone would take the bus. People pay for convenience. Comfort. Safety. Cleanliness. Predictability. Privacy. And sometimes, simply a better experience. That’s where $Uber(UBER)$ has an interesting advantage. Uber doesn’t need to provid
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09-09
The Oil Price & Interest Rate Problem
Over the past year, historic spending on the AI buildout has arguably kept the economy afloat. Yet, despite that historic spending, real GDP growth (growth on top of the rate of inflation) was just 0.5%, 2.1%, and 1.5%, respectively, in the past three quarters, well below what experts thought it would be coming into the year. That’s not a great rate of growth given the level of capital investment and there are plenty of signs consumers are being squeezed by high oil prices and interest rates. The problem is, I don’t think either can or will get any better anytime soon. More on that in a moment. Why Gasoline and Interest Rates Will Stay High One of the big misses a lot of prognosticators and CEOs made coming into 2026 was expecting interest rates to be lowered, boosting economic growth. For
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09-09
SPX Drops as Expected, While Individual Names Outperform
In last Saturday's Weekly Compass, I anticipated a high probability of a bearish reversal in the $S&P 500(.SPX)$ and a decline in the Dow Jones ETF ( $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ ), alongside bullish moves for $SpaceX(SPCX)$ $Broadcom(AVGO)$, and $Advanced Micro Devices(AMD)$ , plus a spike in $iPath Series B S&P 500 VIX Short-Term Futures ETN(VXX)$ . Today, those setups played out as expected: SPX (-0.58%), DIA (-1.1% reaching $528 🎯), SPCX (+3.7% to $154.1 🎯), AVGO (+2.9% touching 372.9 🎯), AMD (+5.9% crossi
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09-09
Another Short Squeeze
$Intel(INTC)$ This time, Intel is the star of the short squeeze. Last week, I warned everyone not to sell naked calls. The consequence of a month-long consolidation and trading below 90 is that a large number of Sell Calls accumulated at four strike levels: 95, 100, 105, and 110. After all, there wasn't much expectation of a rally before the September 18 Triple Witching. But then Tuesday's pre-market gap-up broke through 100 — a sudden squeeze. It also broke above 105 intraday. At this point, it looks like it may challenge the 110 resistance level. Probably similar to NVIDIA — breaking through the 230 resistance before pulling back. In other words, INTC will likely break through 110 before a pullback. On the options front, large at-the-money Sell
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09-08
CPI + GPT-6 Astra : Macro and Industry Drivers in Tandem
I. One-Sentence Market View August nonfarm payrolls came in significantly above expectations, dragging down gold and Bitcoin. However, the release of the GPT-6 Astra foundational model — marking the dawn of the AGI era — triggered a rebound in the memory sector. This Friday's CPI data will likely be the decisive factor for the September 18 FOMC rate decision. In addition to macro and industry influences, the S&P 500 has historically underperformed in September — shareholders may consider covered call strategies to enhance returns this month. II. This Week's Event Calendar Monday, September 7: U.S. markets closed for Labor Day. Tuesday, September 8: No major events. Wednesday, September 9: No major events. Thursday, September 10: CPI: August CPI data released at 8:30 AM ET. Expected: +3
TOPCPI is not the only driver here. Payrolls and growth usually carry more weight into the September meeting, so calling CPI decisive feels a bit too neat.