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DoTrading
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09-16 13:52

Markets Want Action, Not Patience - And the Fed Is Out of Time

With the Fed’s policy decision landing today investors are clearly signaling what they want: a central bank that stops waiting and starts acting. The era of “let’s be patient” appears over. Markets want conviction, not caution. That tension was visible throughout Tuesday’s session. Fresh geopolitical shocks out of the Middle East pushed crude sharply higher -both Brent and WTI - while the dollar strengthened and risk appetite faded. Major indexes closed lower: $NASDAQ(.IXIC)$ : –0.78% $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Apple(AAPL)$ $S&P 500(.SPX)$ : –0.45% Dow: –0.63% The bo
Markets Want Action, Not Patience - And the Fed Is Out of Time
TOPglintzi: Markets need patience more than panic here. Dumping Nvidia and Apple on rate fear alone could look pretty dumb once earnings remind people what the fundamentals still are
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SG DLC News
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09-16 13:23

SGX drops up to 6% on Downgrade, Spotlight on DBS, OCBC, UOB as FOMC looms

$SGX(S68.SI)$ came under selling pressure on Monday (14 September), falling more than 6% after Macquarie downgraded the stock to “Underperform” from “Neutral”, before recovering slightly to close 5.72% lower. The stock extended its decline following the downgrade, falling a further 1.66% on Tuesday (15 September) before slipping approximately 0.6% as of 10:00am Singapore time on Wednesday (16 September). Amplifying the move, the $SGX 5xShortSG280725(8I3W.SI)$ has surged ~45% since the close on 11 September, while the $SGX 5xLongSG280516(JLFW.SI)$ has fallen approximately 36% over the same period. Looking ahead, attention turns to the FED rate decision thi
SGX drops up to 6% on Downgrade, Spotlight on DBS, OCBC, UOB as FOMC looms
TOPDreamBig572: Downgrade alone is a weak trigger to dump ngl, the rate decision matters more here. Feels like the call ignored the biggest variable
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Kentzw
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09-16 14:54

#AI Slowdown Debate Is Getting Louder — But Are Chip Budgets Actually Slowing? 🤖📉

The biggest takeaway from this week’s selloff isn’t the disagreement between AI leaders. It’s whether that debate eventually changes real-world compute spending. Anthropic’s Dario Amodei has renewed calls for a slower, more safety-focused approach, while OpenAI’s Sam Altman has also backed greater caution. Nvidia CEO Jensen Huang has taken the opposite view, arguing against slowing AI progress.  That disagreement helped trigger a sharp Monday selloff across semiconductors, but Tuesday brought some recovery. Reuters reported the PHLX semiconductor index fell 5.9% Monday, while AI-linked chip stocks subsequently rebounded.  📈 Bull case AI infrastructure spending may continue even if frontier-model development becomes more cautious. Inference, enterprise AI, networking, memory and data-cent
#AI Slowdown Debate Is Getting Louder — But Are Chip Budgets Actually Slowing? 🤖📉
TOPAlvinBell: Capex mix is the tell for me: still up, but tilting from training to inference. If cloud guidance stays firm, memory and networking probably hold in better than GPUs.
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D1ane
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09-16 17:14

#Fed Rate Decision: Is the 25 bps Hike Really the Risk? 📈📉

Markets are heading into the Fed decision with a 25 bps increase widely expected, which would put the target range at 3.75%–4.00%. Current market pricing has put the probability of a hike around 93%, so the move itself is hardly a surprise.  That makes me think the bigger question isn’t “Will the Fed hike?” It’s “What does the Fed tell us about what comes next?” The backdrop is already complicated. Oil remains above $100, while the U.S. 10-year Treasury yield has been hovering around 5%. The Fed is therefore dealing with inflation pressure at the same time that higher yields are tightening financial conditions.  🟢 What could support stocks? A 25 bps hike that is already largely reflected in prices could remove some uncertainty. If the Fed’s projections and guidance don’t materially chang
#Fed Rate Decision: Is the 25 bps Hike Really the Risk? 📈📉
TOPquiettt: Dot plot matters most tonight. The hike is priced, but any firmer higher-for-longer tone keeps pressure on tech and duration.
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D1ane
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09-16 17:11

#HBM Shortage Is Getting Real — But Can the Memory Super-Cycle Last? 💾📈

The memory trade is getting harder to ignore. HBM demand remains tied closely to AI accelerator growth, while tighter supply is starting to push pricing pressure into the broader memory market. But this is where I think investors need to separate higher quotes from sustainable earnings growth. 📈 Bull case AI infrastructure spending keeps accelerating → HBM demand stays tight → DRAM/NAND pricing improves → margins expand → memory companies generate stronger cash flow. 📉 Bear case A lot of the good news may already be reflected in valuations. If supply catches up, AI spending slows, or pricing momentum fades, memory stocks could re-rate quickly. What makes this interesting is the recent divergence across the sector. Some memory names are holding up better than others, suggesting investors ma
#HBM Shortage Is Getting Real — But Can the Memory Super-Cycle Last? 💾📈
TOPHunterGame: HBM shortage looks real, but Micron guidance after Sept. 30 is the cleaner read. Tight pricing matters less if forward demand and margins stop improving.
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Option_Movers
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09-16 16:38

Option Movers | Coinbase Plunges Over 10%, Institutions Still Bullish with $202 Target; SpaceX Drops Over 3% as Large Options Trades Signal Bearish Sentiment

Market Overview On Sep 15, The U.S. major indexes closed as follows: Dow Jones declined 0.63% at 52,093.11; S&P 500 fell 0.45% at 7,585.73; NASDAQ declined 0.78% at 25,981.57. Softer sentiment around big-cap technology and renewed macro concerns kept all three benchmarks in the red by the closing bell. According to MarketChameleon, the total trading volume of U.S. stock options on that day was 51,117,457, while the average daily option volume was 63,385,629. Puts accounted for 44% of the volume and calls for 56%. Top 10 Option Volumes Top 10: $NVIDIA(NVDA)$, $Tesla Motors(TSLA)$, $SpaceX(SPCX)$, $Meta Platforms, Inc.(MET
Option Movers | Coinbase Plunges Over 10%, Institutions Still Bullish with $202 Target; SpaceX Drops Over 3% as Large Options Trades Signal Bearish Sentiment
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TigerClub
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09-16 18:01

James Early: Why the Dollar Still Matters — and Why He’d Rather Be a “Capybara” Investor

Speaker: James Early, CEO of Curia FinancialSession: Debt, Doom, and Dispersion — Fall 2026 Investing Outlook Live Date: September 11, 2026 (Review Live >>) 💬 Companion Post: Golden Sentences from James Early’s Live — Debt, Dollar & the “Capybara” Strategy James Early opened his portion of the livestream by stepping away from the daily market noise and asking a much bigger question: Why has the U.S. stock market continued to rise over the long run, even as federal debt has expanded toward $40 trillion? His answer was not that debt is irrelevant. Inst
James Early: Why the Dollar Still Matters — and Why He’d Rather Be a “Capybara” Investor
TOP苏36: I'd pickD — Stock picking. What stood out to me from James Early's outlook is the "capybara" mindset. Markets will always give us something to worry about—us debt, Fed policy, oil prices, the dollar and AI valuations. Trying to forecast every macro variable can easily become a distraction. The more useful question is:Can I find businesses with durable demand, strong cash generation and attractive economies, then buy them at a sensible valuation? AI may broaden beyond the mega-cap leaders, while fiscal risks could keep volatility elevated. But both are reminders that opportunities can exist in different parts of the market. For me, being a capybara means staying calm, doing the homework, and letting other investors overreact.Good investing doesn't require predicting every headline—just owning good businesses when the price makes sense. @TigerClub [财迷]
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Tiger_comments
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09-16 17:05

A 25bp Hike Is Mostly Priced In — What Really Matters Is Whether Another One Is Coming?

The Fed decision tonight is important, but the market may already have moved beyond the first question. A 25bp hike is now largely priced in, which means the bigger issue is no longer simply “Will the Fed hike?” but “Does this mark the start of another tightening cycle, or is it just a one-off adjustment?” If the Fed raises rates by 25bp as expected, the target range would move higher again, but the market reaction will likely depend much more on the new dot plot and the tone of the press conference than on the headline rate move itself. The reason expectations shifted so quickly is that the latest inflation data have remained uncomfortable while the labor market has not weakened enough to give the Fed much room to ignore it. CPI and PPI both showed renewed price pressure, while payroll gr
A 25bp Hike Is Mostly Priced In — What Really Matters Is Whether Another One Is Coming?
TOPShyon: For me, the 25bp hike is no longer the main story because it is largely priced in. I am more interested in the dot plot and how Chair Warsh frames the path ahead. If the Fed signals higher-for-longer rates, growth stocks and semiconductors could face renewed valuation pressure. My base case remains 25bp, but I am watching whether the 2026 and 2027 rate paths move higher. If the dot plot stays contained and guidance remains data-dependent, the market could see a “sell the rumor, buy the fact” reaction. A higher rate path, however, could keep Treasury yields and the dollar firm. Personally, I am not making a major move based on the headline alone. I would rather wait for the dot plot and press conference before deciding whether this is another tightening cycle or simply a one-off adjustment. Patience matters more to me than predicting every short-term move. @TigerStars @Tiger_comments @TigerClub
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Marktomarket
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09-16 16:19

AMD Up 2.19 Per Cent a Day After the Slow-Down Selling: What Did Monday Actually Reprice?

The indices closed lower for a second day on Tuesday, $S&P 500(.SPX)$ down 0.45 per cent at 7,585.73, the $NASDAQ(.IXIC)$ Composite down 0.78 per cent at 25,981.57 and the $Dow Jones(.DJI)$ down 0.63 per cent at 52,093.11. The reason for the fall, though, was not the same one as Monday's. On Monday the market was pricing what four executives had said, which is something that has not happened yet; on Tuesday two things had already produced a result — a Senate motion failed, and the 10-year Treasury yield reached a level it had not touched in nineteen years. The heaviest fall of the day was not in chips but in
AMD Up 2.19 Per Cent a Day After the Slow-Down Selling: What Did Monday Actually Reprice?
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TigerClub
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09-16 16:08

Own the Workflow, Don't Marry One Model — Matt Gamblin on AI in Finance

Speaker: Matt Gamblin (Founder of The Company Coach, Chartered Accountant CA ANZ, former CFO of Fliteboard) Live Date: September 15, 2026 (Review Live >>) In this livestream, Matt Gamblin walked through how AI is actually reshaping finance and business — not through announcements, but through execution. He covered a historical lens on tech-driven change, why AI adoption has gone mainstream while real strategy lags behind, what separates consumer AI from enterprise AI, why data quality determines whether AI helps or hurts, and three contrasting real-world case studies: $
Own the Workflow, Don't Marry One Model — Matt Gamblin on AI in Finance
TOP苏36: AI adoption is no longer about product announcements—it's an exercise in capital allocation and workflow ownership. Investors must evaluate three critical metrics: CapEx efficiency, free cash flow conversion, and unit revenue growth. Massive infrastructure spending (like Oracle's heavy capex) only creates value if it converts into high-margin cash flows rather than unserviceable debt. Similarly, embedding native AI features (like Xero's JAX) raises service costs; without boosting ARPU or retention, it merely dilutes margins. Finally, premature automation—as seen with CBA's call-center reversals—proves that operational friction often outweighs short-term headcount savings. Ultimately, sustainable value belongs to companies that govern their data, match specialized models to distinct workflows, and convert AI execution into durable cash flows. @TigerClub [龇牙]
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TigerEvents
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09-16 16:07

[Wednesday This or That] 5% Treasuries vs. Stocks — What’s Your Pick?

The 10-year U.S. Treasury yield has climbed back above 5%, hitting its highest level since 2023 as inflation worries, higher oil prices and heavy debt supply push yields higher. Normally, a 5% Treasury yield would make stocks look a lot less attractive. But Wall Street hasn’t exactly fallen apart. Even after the recent pullback in tech and AI names, the S&P 500 is still not far from its August record high, with investors continuing to bet on earnings growth and AI spending. So today’s question is: If you could only choose one, which would you pick — A or B? 🅰️ 5% Treasuries:Lock in a solid yield and take less market risk. 🅱️ Stocks:5% is tempting, but I’d still rather own equities for the bigger long-term upside. Drop A or B below and tell us why 👇 for a chance to win some Tiger Coins
[Wednesday This or That] 5% Treasuries vs. Stocks — What’s Your Pick?
TOP吉3186: For my choice: B — Stocks For a long-term investor (5–10+ years), I would choose stocks. A 5% Treasury yield is attractive because the income is more predictable and market risk is lower. But stocks can potentially deliver higher total returns through earnings growth and capital appreciation. The key is not to chase expensive stocks. With Treasury yields above 5%, high-growth stocks face more pressure because their valuations become harder to justify. I would focus on profitable companies with: Strong revenue growth Healthy cash flow Low/manageable debt Strong competitive advantages Bottom line: A = safer income. B = higher long-term growth potential, but higher risk. For me, B, but I would buy gradually rather than all at once.
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WallStreet_Tiger
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09-16 14:45

🎁 What the Tigers Say | Fed Uncertainty, Rising Yields: What’s Next for Markets?

Hi Tigers 🐯, Welcome to “What the Tigers Say.” 👋 This week, all eyes are on the FOMC announcement on Wednesday, 16 September 2026, as investors weigh the possibility of a 25bp rate hike against rising Treasury yields, elevated oil prices, and renewed pressure on AI-related stocks. But the debate goes beyond the Fed’s next move. What could tighter policy mean for equities, bonds, gold, and the AI trade? Three Tigers approached the same market crossroads from different angles — rates, AI positioning, and the Treasury market. Before today’s session played out, the community was already doing the heavy lifting. Let’s rewind to the three sharpest takes from @JC888,
🎁 What the Tigers Say | Fed Uncertainty, Rising Yields: What’s Next for Markets?
TOP苏36: The key issue isn't simply whether the Fed hikes 25bp—it's what happens to yields afterward. With the 10-year Treasury briefly above 5% and Brent above $100, markets are facing pressure from both tighter financial conditions and renewed inflation risks. For me, the Treasury market is the crucial signal. If long-term yields stay elevated, high-duration assets—including expensive AI names—may face continued valuation pressure even if earnings remain strong. The AI story isn't necessarily broken; the market may simply be demanding more proof of future cash flows. That makes Fed guidance, long-term yields and AI capex expectations the three things I'll watch most closely after the decision. @WallStreet_Tiger [正经]
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D1ane
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09-15 14:02
🛢️ Oil Above $100: Who Wins — and Who Loses? Oil above $100 a barrel changes the market equation. Brent is now around the $107 level, while WTI is above $100, and investors are starting to price in a bigger inflation risk.  So I’m asking myself: who actually benefits from this — and who gets squeezed? 🟢 Potential winners: Energy Oil producers and some oil-service companies could benefit from higher commodity prices. If they can sell oil at $100+ while keeping production costs relatively controlled, higher prices can translate into stronger cash flow and earnings. But there’s a catch: if the oil spike is caused by a major geopolitical disruption, the market may already be pricing in a lot of the good news. 🔴 Potential losers: Tech & growth stocks This is where things get interesting. H
🛢️ Oil Above $100: Who Wins — and Who Loses? Oil above $100 a barrel changes the market equation. Brent is now around the $107 level, while WTI is a...
TOPBruceBryant: Airlines and chemicals feel the pinch first, especially where pricing power lags. Energy wins near term, but if oil stays here for months the margin damage spreads wider.
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Tiger_AU
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09-16 14:18

Margin 101 | 08 A 10% post-earnings drop: what happens to an account running 2× leverage?

Once an account is granted a margin limit, some users think: If the system says it is available, shouldn't I use all of the buying power? A margin limit represents a ceiling on what you may use. It is not a suggested position size. Important: This material is provided for general educational and informational purposes only and does not constitute financial product advice, investment advice, or a recommendation. Margin lending, short selling, and other leveraged trading strategies involve significant risks and may not be suitable for all investors. Losses may exceed your initial investment. Before investing, consider whether the product is appropriate for your objectives, financial situation and needs, and read the relevant PDS and risk disclosures. First, understand where "buying power" co
Margin 101 | 08 A 10% post-earnings drop: what happens to an account running 2× leverage?
TOPKentzw: B for me. 📈 $40,000 of buying power represents what the account could potentially access under the current margin requirements—not $40,000 of cash sitting in the account. I’d treat it as a ceiling, not a spending limit. 💡
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Lazybird
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09-16 11:08
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JC888
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09-16 12:02

HBM Shortage, Bet on SKHY, MU or both ?

HBM4 Shortage: A Structural Supply Squeeze According to the Financial Times, the semiconductor industry is currently navigating its tightest DRAM market since 2017. (see below) This has been driven by an unprecedented reallocation of wafer capacity toward High Bandwidth Memory (HBM) for AI accelerators. Recent analysis indicates that finished DRAM inventories at industry leaders $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung and $SK hynix(SKHY)$ have fallen below 10 days of supply, a critical threshold that signals a severe physical shortage rather than a typical cyclical uptick. This constraint is fundamentally structural - that is, the production of HBM4 consumes approx. 3x the wafer capacity of conven
HBM Shortage, Bet on SKHY, MU or both ?
TOPjinglese: Both, but SKHY has the cleaner torque here. HBM4 probably eats closer to 4x wafer capacity than 3x, so margin expansion could surprise hard
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许亚鑫
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09-16 11:13

The Fed Hike Is a Lock, Will Gold Crater to Another Fresh Low?

Tonight, I reviewed the fundamental backdrop through four lenses: Fed tightening and risks around the Strait of Hormuz and Bab el Mandeb; the World Gold Council report ahead of a packed central-bank week; China’s financial-sector agenda alongside inflation data; and the AI leaders amid US-China tariff tensions. I then mapped the next positioning framework around persistent rate pressure, rising debt burdens, Middle East risks, gold ETF flows, central-bank policy, and shifts across gold, silver and oil. The outlook also reflects energy costs, compute demand, softer AI momentum, distillation allegations, tariff risks and the yuan, which together will shape medium- to long-term capital flows and asset allocation. $标普500ETF(SPY)$
The Fed Hike Is a Lock, Will Gold Crater to Another Fresh Low?
TOPcheeryk: 3. ETF flows matter, but the bigger tell is physical demand and central-bank buying are no longer in sync. If ETF outflows ease while official buying slows 15%, gold likely stays rangebound.
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Tiger_SG
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09-16 12:30
Waiting for a pullback that never comes? Join us on 22 September for "Exploring Practical Uses of the Sell Put Strategy" with Samuel Wong and learn how a cash-secured put sets your entry price in advance.[Smart]

[Event Registration] 22nd September | Exploring Practical Uses of the Sell Put Strategy

@TigerEvents
There's a stock you like, but it looks too expensive right now. Most people wait for a pullback, and either it never comes, or it does and they no longer dare to buy. Join Samuel Wong, Investment Representative at Tiger Brokers (Singapore), as he breaks down the cash-secured put, a foundational options strategy used to set an entry price in advance and collect a premium while you wait. The session also walks through how to screen, execute, monitor and manage options strategies on the Tiger Trade App, with enough depth for both new and experienced users. What you'll learn from this session: ✅ How a cash-secured put works, and why investors use it to manage entry prices ✅ How to target premium collection while keeping the capital to meet future purchase obligations ✅ How to screen, execute,
[Event Registration] 22nd September | Exploring Practical Uses of the Sell Put Strategy
Waiting for a pullback that never comes? Join us on 22 September for "Exploring Practical Uses of the Sell Put Strategy" with Samuel Wong and learn...
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TigerEvents
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09-16 12:26

[Event Registration] 22nd September | Exploring Practical Uses of the Sell Put Strategy

There's a stock you like, but it looks too expensive right now. Most people wait for a pullback, and either it never comes, or it does and they no longer dare to buy. Join Samuel Wong, Investment Representative at Tiger Brokers (Singapore), as he breaks down the cash-secured put, a foundational options strategy used to set an entry price in advance and collect a premium while you wait. The session also walks through how to screen, execute, monitor and manage options strategies on the Tiger Trade App, with enough depth for both new and experienced users. What you'll learn from this session: ✅ How a cash-secured put works, and why investors use it to manage entry prices ✅ How to target premium collection while keeping the capital to meet future purchase obligations ✅ How to screen, execute,
[Event Registration] 22nd September | Exploring Practical Uses of the Sell Put Strategy
TOPTiger_SG: Waiting for a pullback that never comes? Join us on 22 September for "Exploring Practical Uses of the Sell Put Strategy" with Samuel Wong and learn how a cash-secured put sets your entry price in advance.[Smart]
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Tiger_SG
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09-16 12:29
Been curious about options but never actually placed one? Join us on 21 September for "Options for the Everyday Investor" with Samuel Wong and walk through your first order with help on hand.[Heart]

[Event Registration] 21st September | Options for the Everyday Investor | Samuel Wong

@TigerEvents
Want to start trading options but feel overwhelmed by the complexity? The Tiger Options Bootcamp is designed to simplify options for complete beginners. Join Samuel Wong, Investment Representative at Tiger Brokers (Singapore), as he walks through what options are, how they work in real markets, and how traders use them to manage risk and capitalise on opportunities. The session closes with a hands-on walkthrough of placing an order on the Tiger Trade App, so you leave having actually done it once. What you'll get from this session: ✅ No prior experience required ✅ Step-by-step learning, built for complete beginners ✅ Face-to-face, hands-on order placement walkthrough ✅ Interactive live Q&A 🎟️ Registration: A registration fee of 50 Tiger Coins is required to reserve your spot. 🎁 Attenda
[Event Registration] 21st September | Options for the Everyday Investor | Samuel Wong
Been curious about options but never actually placed one? Join us on 21 September for "Options for the Everyday Investor" with Samuel Wong and walk...
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