In this article, we would like to share an in-depth analysis of recent macroeconomic and regulatory developments impacting global fixed income, corporate debt markets, and the digital asset ecosystem. Following a sharp spike in long-end sovereign yields driven by war risks and national debt approaching $40 trillion, the U.S. Treasury announced a doubling of its liquidity-support buybacks for 10-to-30-year Treasuries to at least $4 billion per operation through November 4, 2026. $US Treasury 10 Year Note ETF(UTEN)$ This intervention successfully suppressed 30-year yields to ~5.19% and injected vital liquidity into the long end. Simultaneously, digital asset markets have surged as institutional investors migrate toward hard assets and regulatory mom

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. New trades: $AXP VERTICAL 260904 PUT 325.0/PUT 327.5$  $MCD VERTICAL 260904 PUT 257.5/PUT 260.0$  $LQD VERTICAL 260918 PUT 105.0/PUT 106.0$  @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

$TJX Companies(TJX)$ $Ross(ROST)$  $Burlington(BURL)$  📉 $TJX -2.8%: Earnings Beat, Guidance Miss, and One Big Warning Sign TJX delivered a Q2 beat and raised FY27 profit guidance, yet the stock is falling because investors are looking beyond the headline numbers. 🟢 EPS: $1.22 | Est. $1.19 🟢 Revenue: $15.18B | Est. $15.16B 🟢 Comparable sales: +4% 🟢 FY27 adjusted EPS raised to $5.15-$5.20 🔴 Q3 adjusted EPS: $1.30-$1.32 🔴 Q3 comps: +2% to +3% 🔴 Marmaxx comps: +1% vs +6% in Q1 📊 Implied move: ±3.84% The quarter was fundamentally solid, but the quality of growth was uneven. Marmaxx is the problem. The division containing TJ Maxx and Marshalls accou

Etched represents a genuine disruption to $英偉達(NVDA)$   ？！ Etched went from receiving test chips from TSMC to running inference workloads in just 44 days Capital Is Pouring In — Fast December 2025: $5B round at $50B valuation July 2026: $3B Series C at $103B valuation August 2026: $7B round at $210B valuation — doubling in under a month Cumulative funding: $19 billion Signed customer contracts: >$10 billion First Customer Is a Demanding One Jane Street, the quantitative trading giant, is both a lead investor and Etched's first customer — already deploying a full server rack in their own data center. Jane Street's workloads are latency-sensitive to the nanosecond level, making them an ideal validation partner for a chip claiming p

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Beginner guide to why even good news market drops  ConclusionDespite supportive headlines—President Trump’s remarks about reduced tariffs on Canada and the Federal Reserve’s signal of more easing for corporate buybacks—Nasdaq declined today. The primary driver was profit-taking in mega-cap technology shares after a sharp rally, compounded by lingering inflation data and quarterly options expiration (quad witching) volatility. The positive macro headlines were largely priced in, while traders focused on stretched valuations and rising Treasury yields. Key Information Factor Detail Nasdaq Composite Fell ~1.2% intraday (approx. 180 points) as of 2:30 PM ET Mega-cap drag Nvidia (-2.4%), Microsoft (-1.8%), Apple (-1.5%) collectively shaved ~90 points off the index Treasury yields 10-year y

My Pick: AMLX — But This Is a Catalyst Trade If I had to pick one for the next 30 days, I’d choose Amylyx Pharmaceuticals (AMLX) — not because it is the safest name, but because it has the clearest near-term binary catalyst. The stock has already exploded higher, so chasing momentum here is risky. But the real story is still ahead: Amylyx expects Phase 3 LUCIDITY results for avexitide in late August or early September. A positive readout could materially change the company’s valuation and potentially support a 2027 commercial launch. That makes AMLX fundamentally different from simply buying a beaten-down stock like Adobe or Intuit. My choice: 🔥 Momentum, with a catalyst-driven setup. The key is position sizing — this is biotech, so one clinical result can create either a breakout or a br

If I had to pick one of the eight for the next 30 days, I’d go with $Adobe(ADBE)$ . After falling nearly 30% from its 52-week high, the valuation looks much more attractive, with a forward P/E around 10x. The core Creative Cloud business remains strong, while Firefly and its AI tools could become meaningful growth drivers if Adobe executes well. I prefer 📉 Comeback over 🔥 Momentum. $Amylyx Pharmaceuticals(AMLX)$ and

The Philadelphia Semiconductor Index fell 5% on Tuesday, with memory, storage and optical-networking stocks leading the decline. There was no clear deterioration in industry fundamentals. Rising Treasury yields, higher oil prices and profit-taking in crowded AI trades combined to trigger a sharp valuation reset. 1. Semiconductor Sentiment Reversed in One Session On Monday, AI storage was one of the strongest areas of the market: SanDisk gained 8.9% Micron rose 4.1% Western Digital, Seagate and optical-networking stocks also advanced One day later, the trade reversed sharply. Stock Tuesday Segment SNDK −9.0% NAND and enterprise SSDs WDC −7.4% Data-center HDDs MU −7.0% DRAM and HBM AMD −4.3% AI processors AVGO −3.2% Custom chips and networking NVDA −2.3% AI GPUs COHR −12.8% Optical networkin

Hello everyone — a new week begins. This week, TigerPicks highlights 8 stocks across healthcare, energy, technology and consumer sectors. The list ranges from a biotech name that surged more than 63% in one session, to an energy company signing a 20-year $Exxon Mobil(XOM)$ agreement, and software names still trading far below their recent highs. Here’s what matters most. 🎁 Tiger Coins ahead: pick your favorite stock from this week’s 8 names and share your reason at the end for a chance to earn Tiger Coins. 💊 Pharma: Weight-Loss Drugs, M&A and a 63% Biotech Surge $Eli Lilly(LLY)$ $1,227.11 +3.70% Market cap ~$1.09T | 52-week range $685.15 - $1,249.45 | 1.8% from ATH Lilly

Weekly Outlook Summary The central view this week is as follows: After weaker U.S. employment data, expectations for further rate hikes eased, temporarily supporting U.S. equities and risk assets. However, the rebound in oil prices, the renewed repricing of inflation, and rising Treasury yields are weakening the fundamental support for further gains in high-valuation U.S. equities. In the near term, the market may again become range-bound. The strategic focus should therefore shift from outright directional positioning toward capturing a rebound in volatility, collecting option time value, and implementing strict risk controls. Policy expectations remain the primary market driver. Following the release of the nonfarm payrolls report, market expectations for another Federal Reserve rate hik

The anticipated pullback may already be underway: Three strategies for navigating today’s choppy market The U.S. equity market is currently in a highly sensitive, tightly balanced high-level volatility regime. Previously, cooling macro data—including softer-than-expected CPI and PPI readings—helped ease inflation expectations and created an exceptionally favorable backdrop for U.S. equities. Supported by these conditions, the S&P 500 continued advancing and reached fresh highs. However, renewed geopolitical tensions this week have disrupted the previous calm, as a sudden rise in crude oil prices has altered the market landscape once again. At this macroeconomic crossroads, characterized by an unusually large numbe

$PanUnited(P52.SI)$ 2 Target Price. *Growth Catalysts for Pan-United Corporation (P52.SI)* Pan-United is Singapore's  largest ready-mixed concrete producer, and analysts see several drivers supporting growth into 2026-2027: 1). Singapore Construction Demand Surge - *Public sector pipeline*: New HDB developments, Cross Island Line, Tuas Mega Port, and institutional projects are expected to drive ∼55% of total construction demand. - *RMC volume growth*: Ready-mix concrete demand is projected to jump 34% from 13.4 million m³ in 2024 to 18 million m³ by 2027. - Analysts forecast EPS for Pan-United to grow 6-22% in FY26-FY27 on stronger offtake volume. *2. ESG & Low-Carbon Concrete Leadership* - Pan-United specializes in low-carbon concrete

$SanDisk Corp.(SNDK)$   Sandisk Corporation currently has an average brokerage recommendation (ABR) of 1.29 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell etc.) made by 24 brokerage firms.  The current ABR compares to an ABR of 1.41 a month ago based on 22 recommendations. Of the 24 recommendations deriving the current ABR, 20 are Strong Buy and one is Buy.  Strong Buy and Buy respectively account for 83.33% and 4.17% of all recommendations. A month ago, Strong Buy made up 77.27%, while Buy represented 4.55%.

$SanDisk Corp.(SNDK)$   Sandisk Corporation currently has an average brokerage recommendation (ABR) of 1.29 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell etc.) made by 24 brokerage firms. The current ABR compares to an ABR of 1.41 a month ago based on 22 recommendations. Of the 24 recommendations deriving the current ABR, 20 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 83.33% and 4.17% of all recommendations. A month ago, Strong Buy made up 77.27%, while Buy represented 4.55%.

If I had to pick one piece of the AI infrastructure stack for the next six months, I would choose memory/storage, with Micron (MU) as my preferred exposure. AI is increasingly becoming a data-movement problem, not just a compute problem. HBM demand remains strong, while AI servers are also driving significant demand for high-performance SSDs and NAND. Tight supply and improving pricing could provide additional operating leverage. Micron is particularly interesting because it has exposure across HBM4, conventional server DRAM and enterprise SSDs, giving it multiple ways to benefit as AI infrastructure scales. Power could ultimately become the biggest bottleneck, but power-generation and grid projects generally have longer lead times. Chips remain attractive, but valuations and expectations