🎁 S&P 500 hits a new high: the rising wave is not finished and the callback is set?

On August 13, the S&P 500 closed at 7,798.99, a new all-time closing high. Recently, U.S. stocks have continued to strengthen, AI and technology stocks have performed brightly, and inflation data has cooled down, which has also eased the market's worries about further rate hike of the Fed. But here's the problem — When the index keeps hitting new highs, are there more opportunities now, or are risks accumulating?

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TigerOptions

08-21 18:22

Why S&P 500 Earnings Growth Looks Stronger Than Its Cash Economics

Second-quarter $S&P 500(.SPX)$ earnings appear spectacular: aggregate profit increased roughly 52% from a year earlier. A large share of that growth, however, came from unrealised gains on stakes in private artificial-intelligence companies. The underlying earnings expansion remains strong, but investors should distinguish operating performance from gains that can reverse without a dollar of cash entering the business. The clearest example is $Amazon.com(AMZN)$. It reported on July 30 for the quarter ended June 30 that net income rose to $62.6 billion from $18.2 billion. Yet $53.4 billion of quarterly non-operating pretax income came primarily from investments in Anthropic. Amazon’s operating income s

Why S&P 500 Earnings Growth Looks Stronger Than Its Cash Economics

koolgal

08-19 07:33

S&P500 Skids Under Rising Bond Yields: What Should Investors Do?

🌟🌟🌟The post earnings carnival has hit a massive wall of global reality. The S&P500 slipped 0.69% while the tech heavy Nasdaq 100 tumbled 1.33% today as skyrocketing global bond yields and relentless USD 90+ oil prices choked out equity momentum. While high flying tech sectors suffered sharp mid day reversals, the S&P 500 Energy Sector Index was the lone green beacon on Wall Street, surging 1.8% to eye an all time high. Why is The Market Tumbling Today? The sudden slide isn't an isolated anomaly. It is a direct consequence of a massive worldwide bond market rout crushing speculative valuations: The Multi Decade Yield Spike: The US 30 year Treasury Bond yield blasted to a fresh 19 year high of 5.33%. Spilling from a hot economic print in Japan, global borrowing cost

S&P500 Skids Under Rising Bond Yields: What Should Investors Do?

slava

08-18

Time to stock up with some vgs

TigerOptions

08-18

Why Reddit’s S&P 500 Entry Created Demand but Not a Valuation Floor

$Reddit(RDDT)$’s addition to the $S&P 500(.SPX)$ is an institutional milestone, but the stock’s sharp reversal immediately before the change illustrates the difference between mechanical index buying and a durable improvement in business value. S&P Dow Jones Indices announced after the August 13 close that Reddit would replace $AvalonBay Communities(AVB)$ before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. $S&P Global(SPGI)$’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit

Why Reddit’s S&P 500 Entry Created Demand but Not a Valuation Floor

Tiger_comments

08-17

Retail Stocks Face Wall Street’s Consumer Stress Test This Week

U.S. retail sales fell 0.6% in July, raising fresh concerns about consumer spending. Earnings from Walmart, Target, Home Depot, Lowe’s and TJX will show whether Americans are simply becoming more selective—or starting to cut spending more broadly. Retail Earnings Calendar Aug. 18: Home Depot Aug. 19: Target, Lowe’s and TJX Aug. 20: Walmart Together, these companies cover several layers of the U.S. consumer economy: StockWhat It Tests WMT Essentials, value-seeking and trade-down demand TGT Discretionary spending on apparel, beauty and home goods HD Housing activity and large renovation projects LOW DIY demand and professional contractors TJX Consumer demand for discounted merchandise 1. Retail Sales Sent an Early Warning U.S. retail sales declined 0.6% month over month in July, versus expec

Retail Stocks Face Wall Street’s Consumer Stress Test This Week

Mkoh

08-17

Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s

KYHBKO

08-17

(Part 5 of 5) - my investing muse (17Aug2026)

My Investing Muse (17Aug2026) Layoffs, closures and Delinquencies Summary of top layoff news (10–16 August 2026):Imperial Brands planned thousands of job cuts in the US and Europe for cost savings, with US notifications starting around 19 August (starting with HR/finance roles). Oracle prepared a new round of layoffs (some teams facing double-digit cuts) by early September to fund AI infrastructure after earlier large reductions. Rapid7 announced a ~12% workforce cut (roughly 300 jobs) to refocus on its core cybersecurity platform. Tyson Foods filed notice to close its Eagle Mountain, Utah plant, affecting 723 workers, as part of broader beef operations restructuring amid a severe cattle shortage (also impacting Illinois and Washington sites). FedEx cut about 173 jobs and closed facilities

(Part 5 of 5) - my investing muse (17Aug2026)

Optionspuppy

08-16

🐶🛍️ Options Puppy Day at MBS: Shopping, Learning & Looking at Luxury Stocks

🐶💰 Today I had an Options Puppy kind of day at Marina Bay Sands — but instead of sitting in front of my screen all day, I went shopping while learning about companies that own some of the world’s biggest luxury brands. I think this is one of the most interesting ways to learn about investing: sometimes I can understand a company better by actually seeing its stores, customers and products in the real world. 🏙️✨ Walking around MBS, I could see luxury brands such as Gucci, Hermès and other high-end retailers. It reminded me that behind every luxury shop is a real business with revenue, margins, customers, inventory and shareholders. When I see people browsing, buying and enjoying these brands, I can connect what I see in the shopping mall to what I read in company earnings reports.

🐶🛍️ Options Puppy Day at MBS: Shopping, Learning & Looking at Luxury Stocks

TheMarketLens101

08-16

TSLA: Stock View + FCN Structure 1. Stock View TSLA is trading around the $340 area, still inside a large multi-year triangle. The positive is that price recently tested the rising support around $295–310 and bounced, suggesting buyers are still defending the long-term uptrend. However, TSLA has not yet broken the descending resistance from its ~$499 high. Key levels: * 🟢 $295–310: Major support / attractive risk-reward * 🟡 $330–350: Current accumulation zone * 🟠 $380–400: First major resistance * 🔥 $410–430: Breakout confirmation * 🚀 $499: Previous high The DMI remains cautious: +DI: 17.0 | −DI: 34.2 | ADX: 24.9 With −DI still above +DI, selling momentum remains stronger on the weekly chart. My call: Cautiously bullish. Accumulate around current levels, add closer to $300 if support holds

derickt

08-16

$SOXL 20260814 182.0 CALL$ there's more room to grow

TigerOptions

08-16

Why July’s Retail-Sales Decline Is a Warning About Mix

~ Not Yet a Consumer Collapse. US retail sales fell for the first time in nine months in July, raising concerns that high fuel costs and exhausted tax refunds are pressuring household budgets. The details, however, show a sharp shift in timing and categories rather than a uniform retreat across consumer spending. The Census Bureau released the July estimate at 8:30 a.m. Eastern Time on August 14. Retail and food-services sales were $763.6 billion, down 0.6% from June but still 5.0% above July 2025. Excluding motor vehicles and gasoline, sales declined a smaller 0.2%. These figures are seasonally adjusted but not adjusted for inflation. The Census Bureau’s August 14 retail-sales report provides the official data and confidence intervals. The largest distortion was online shopping. Nonstore-

Why July’s Retail-Sales Decline Is a Warning About Mix

TigerOptions

08-16

Why Reddit’s S&P 500 Promotion Is a Liquidity Catalyst, Not a Fundamental Upgrade

$Reddit(RDDT)$’s admission to the S&P 500 creates an unusually large, near-term source of demand for its shares. It does not, by itself, change the company’s advertising economics, user growth or competitive position. Distinguishing those two effects is essential after Friday’s double-digit rally. S&P Dow Jones Indices announced after the August 13 close that Reddit will replace AvalonBay Communities in the benchmark before trading begins on August 18. J.P. Morgan estimated that index funds will need to acquire 16.7 million Reddit shares—nearly three times the stock’s average daily volume since its March 2024 listing. S&P’s official index announcement confirms the timing, while Reuters’ August 14 report provides the passive-fund estima

Why Reddit’s S&P 500 Promotion Is a Liquidity Catalyst, Not a Fundamental Upgrade

Tigerong

08-16

Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o

nomadic_m

08-15

$SQQQ 20260814 34.5 PUT$ sort of equivalent to $ProShares UltraPro QQQ(TQQQ)$ call. Personally prefers put than call. Love to pocket weekly premium

MGGYI

08-15

Going through for further.

Mulltov

08-14

$OXFORD LANE CAPITAL CORP 7.95% NTS 02/29/2032 USD 25(OXLCG)$ ?? Let's get some perspective

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S&amp;P Dow Jones Indices announced after the August 13 close that Reddit would replace <a href=\"https://ttm.financial/S/AVB\">$AvalonBay Communities(AVB)$</a> before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. <a href=\"https://ttm.financial/S/SPGI\">$S&amp;P Global(SPGI)$</a>’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>’s addition to the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> is an institutional milestone, but the stock’s sharp reversal immediately before the change illustrates the difference between mechanical index buying and a durable improvement in business value. S&amp;P Dow Jones Indices announced after the August 13 close that Reddit would replace <a href=\"https://ttm.financial/S/AVB\">$AvalonBay Communities(AVB)$</a> before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. <a href=\"https://ttm.financial/S/SPGI\">$S&amp;P Global(SPGI)$</a>’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit","text":"$Reddit(RDDT)$’s addition to the $S&P 500(.SPX)$ is an institutional milestone, but the stock’s sharp reversal immediately before the change illustrates the difference between mechanical index buying and a durable improvement in business value. S&P Dow Jones Indices announced after the August 13 close that Reddit would replace $AvalonBay Communities(AVB)$ before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. $S&P Global(SPGI)$’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit","images":[{"img":"https://community-static.tradeup.com/news/897483f92964667269773003b4a1448c","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/598062390137464","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000674","authorId":"9000000000000674","name":"BonnieHoyle","avatar":"https://static.tigerbbs.com/c6aef5efa562fcc65b505cf6354c3048","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000674","idStr":"9000000000000674"},"content":"Index demand can add a bid, but it does not anchor valuation. User growth and ad revenue next quarter matter way more here","text":"Index demand can add a bid, but it does not anchor valuation. User growth and ad revenue next quarter matter way more here","html":"Index demand can add a bid, but it does not anchor valuation. User growth and ad revenue next quarter matter way more here"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597833814577176,"gmtCreate":1786964004377,"gmtModify":1786964091004,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Retail Stocks Face Wall Street’s Consumer Stress Test This Week","htmlText":"U.S. retail sales fell 0.6% in July, raising fresh concerns about consumer spending. Earnings from Walmart, Target, Home Depot, Lowe’s and TJX will show whether Americans are simply becoming more selective—or starting to cut spending more broadly. Retail Earnings Calendar Aug. 18: Home Depot Aug. 19: Target, Lowe’s and TJX Aug. 20: Walmart Together, these companies cover several layers of the U.S. consumer economy: StockWhat It Tests WMT Essentials, value-seeking and trade-down demand TGT Discretionary spending on apparel, beauty and home goods HD Housing activity and large renovation projects LOW DIY demand and professional contractors TJX Consumer demand for discounted merchandise 1. Retail Sales Sent an Early Warning U.S. retail sales declined 0.6% month over month in July, versus expec","listText":"U.S. retail sales fell 0.6% in July, raising fresh concerns about consumer spending. Earnings from Walmart, Target, Home Depot, Lowe’s and TJX will show whether Americans are simply becoming more selective—or starting to cut spending more broadly. Retail Earnings Calendar Aug. 18: Home Depot Aug. 19: Target, Lowe’s and TJX Aug. 20: Walmart Together, these companies cover several layers of the U.S. consumer economy: StockWhat It Tests WMT Essentials, value-seeking and trade-down demand TGT Discretionary spending on apparel, beauty and home goods HD Housing activity and large renovation projects LOW DIY demand and professional contractors TJX Consumer demand for discounted merchandise 1. Retail Sales Sent an Early Warning U.S. retail sales declined 0.6% month over month in July, versus expec","text":"U.S. retail sales fell 0.6% in July, raising fresh concerns about consumer spending. Earnings from Walmart, Target, Home Depot, Lowe’s and TJX will show whether Americans are simply becoming more selective—or starting to cut spending more broadly. Retail Earnings Calendar Aug. 18: Home Depot Aug. 19: Target, Lowe’s and TJX Aug. 20: Walmart Together, these companies cover several layers of the U.S. consumer economy: StockWhat It Tests WMT Essentials, value-seeking and trade-down demand TGT Discretionary spending on apparel, beauty and home goods HD Housing activity and large renovation projects LOW DIY demand and professional contractors TJX Consumer demand for discounted merchandise 1. Retail Sales Sent an Early Warning U.S. retail sales declined 0.6% month over month in July, versus expec","images":[{"img":"https://community-static.tradeup.com/news/b718034f83f9d01339010ec70bb2a1f4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":69,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/597833814577176","isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I’m watching $TJX Companies(TJX)$ most closely this week. With July retail sales falling 0.6%, I think the key question is whether consumers are cutting spending or simply becoming more selective and trading down. TJX’s discount-focused model could benefit if shoppers still want apparel and home goods but become less willing to pay full price. What I’ll be watching is whether TJX can maintain strong traffic and merchandise margins without relying too heavily on promotions. If sales remain resilient while margins hold up, it would reinforce the idea that consumers are shifting toward value rather than abandoning spending altogether. My final choice: TJX. I think it offers the clearest exposure to the consumer trade-down trend, especially if the U.S. consumer is cooling but not collapsing. @Tiger_comments @TigerStars @TigerClub","text":"I’m watching $TJX Companies(TJX)$ most closely this week. With July retail sales falling 0.6%, I think the key question is whether consumers are cutting spending or simply becoming more selective and trading down. TJX’s discount-focused model could benefit if shoppers still want apparel and home goods but become less willing to pay full price. What I’ll be watching is whether TJX can maintain strong traffic and merchandise margins without relying too heavily on promotions. If sales remain resilient while margins hold up, it would reinforce the idea that consumers are shifting toward value rather than abandoning spending altogether. My final choice: TJX. I think it offers the clearest exposure to the consumer trade-down trend, especially if the U.S. consumer is cooling but not collapsing. @Tiger_comments @TigerStars @TigerClub","html":"I’m watching $TJX Companies(TJX)$ most closely this week. With July retail sales falling 0.6%, I think the key question is whether consumers are cutting spending or simply becoming more selective and trading down. TJX’s discount-focused model could benefit if shoppers still want apparel and home goods but become less willing to pay full price. What I’ll be watching is whether TJX can maintain strong traffic and merchandise margins without relying too heavily on promotions. If sales remain resilient while margins hold up, it would reinforce the idea that consumers are shifting toward value rather than abandoning spending altogether. My final choice: TJX. I think it offers the clearest exposure to the consumer trade-down trend, especially if the U.S. consumer is cooling but not collapsing. @Tiger_comments @TigerStars @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597604282356248,"gmtCreate":1786926283147,"gmtModify":1786927731440,"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548734971517314","idStr":"3548734971517314"},"themes":[],"title":"","htmlText":"Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s","listText":"Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s","text":"Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597604282356248","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597594480079992,"gmtCreate":1786923777058,"gmtModify":1786927804159,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"(Part 5 of 5) - my investing muse (17Aug2026)","htmlText":"My Investing Muse (17Aug2026) Layoffs, closures and Delinquencies Summary of top layoff news (10–16 August 2026):Imperial Brands planned thousands of job cuts in the US and Europe for cost savings, with US notifications starting around 19 August (starting with HR/finance roles). Oracle prepared a new round of layoffs (some teams facing double-digit cuts) by early September to fund AI infrastructure after earlier large reductions. Rapid7 announced a ~12% workforce cut (roughly 300 jobs) to refocus on its core cybersecurity platform. Tyson Foods filed notice to close its Eagle Mountain, Utah plant, affecting 723 workers, as part of broader beef operations restructuring amid a severe cattle shortage (also impacting Illinois and Washington sites). FedEx cut about 173 jobs and closed facilities","listText":"My Investing Muse (17Aug2026) Layoffs, closures and Delinquencies Summary of top layoff news (10–16 August 2026):Imperial Brands planned thousands of job cuts in the US and Europe for cost savings, with US notifications starting around 19 August (starting with HR/finance roles). Oracle prepared a new round of layoffs (some teams facing double-digit cuts) by early September to fund AI infrastructure after earlier large reductions. Rapid7 announced a ~12% workforce cut (roughly 300 jobs) to refocus on its core cybersecurity platform. Tyson Foods filed notice to close its Eagle Mountain, Utah plant, affecting 723 workers, as part of broader beef operations restructuring amid a severe cattle shortage (also impacting Illinois and Washington sites). FedEx cut about 173 jobs and closed facilities","text":"My Investing Muse (17Aug2026) Layoffs, closures and Delinquencies Summary of top layoff news (10–16 August 2026):Imperial Brands planned thousands of job cuts in the US and Europe for cost savings, with US notifications starting around 19 August (starting with HR/finance roles). Oracle prepared a new round of layoffs (some teams facing double-digit cuts) by early September to fund AI infrastructure after earlier large reductions. Rapid7 announced a ~12% workforce cut (roughly 300 jobs) to refocus on its core cybersecurity platform. Tyson Foods filed notice to close its Eagle Mountain, Utah plant, affecting 723 workers, as part of broader beef operations restructuring amid a severe cattle shortage (also impacting Illinois and Washington sites). FedEx cut about 173 jobs and closed facilities","images":[{"img":"https://community-static.tradeup.com/news/6c5096bb09d4e7f957a0299c4d7afae2","width":"1105","height":"174"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597594480079992","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597452467930704,"gmtCreate":1786889111932,"gmtModify":1786891942499,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"🐶🛍️ Options Puppy Day at MBS: Shopping, Learning & Looking at Luxury Stocks","htmlText":"🐶💰 Today I had an Options Puppy kind of day at Marina Bay Sands — but instead of sitting in front of my screen all day, I went shopping while learning about companies that own some of the world’s biggest luxury brands. I think this is one of the most interesting ways to learn about investing: sometimes I can understand a company better by actually seeing its stores, customers and products in the real world. 🏙️✨ Walking around MBS, I could see luxury brands such as Gucci, Hermès and other high-end retailers. It reminded me that behind every luxury shop is a real business with revenue, margins, customers, inventory and shareholders. When I see people browsing, buying and enjoying these brands, I can connect what I see in the shopping mall to what I read in company earnings reports.","listText":"🐶💰 Today I had an Options Puppy kind of day at Marina Bay Sands — but instead of sitting in front of my screen all day, I went shopping while learning about companies that own some of the world’s biggest luxury brands. I think this is one of the most interesting ways to learn about investing: sometimes I can understand a company better by actually seeing its stores, customers and products in the real world. 🏙️✨ Walking around MBS, I could see luxury brands such as Gucci, Hermès and other high-end retailers. It reminded me that behind every luxury shop is a real business with revenue, margins, customers, inventory and shareholders. When I see people browsing, buying and enjoying these brands, I can connect what I see in the shopping mall to what I read in company earnings reports.","text":"🐶💰 Today I had an Options Puppy kind of day at Marina Bay Sands — but instead of sitting in front of my screen all day, I went shopping while learning about companies that own some of the world’s biggest luxury brands. I think this is one of the most interesting ways to learn about investing: sometimes I can understand a company better by actually seeing its stores, customers and products in the real world. 🏙️✨ Walking around MBS, I could see luxury brands such as Gucci, Hermès and other high-end retailers. It reminded me that behind every luxury shop is a real business with revenue, margins, customers, inventory and shareholders. When I see people browsing, buying and enjoying these brands, I can connect what I see in the shopping mall to what I read in company earnings reports.","images":[{"img":"https://community-static.tradeup.com/news/17e0bf4ae01ea56d9698741164d972e9","width":"1290","height":"2036"},{"img":"https://community-static.tradeup.com/news/17e0bf4ae01ea56d9698741164d972e9","width":"1290","height":"2036"},{"img":"https://community-static.tradeup.com/news/a0816b9a5fd8c220b493f7dcd5276168","width":"1290","height":"2187"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":70,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/597452467930704","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":597433191474448,"gmtCreate":1786884401920,"gmtModify":1786891760676,"author":{"id":"3578036510511262","authorId":"3578036510511262","name":"TheMarketLens101","avatar":"https://community-static.tradeup.com/news/ff94e23bbe8ff3cc47588d253a06e067","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578036510511262","idStr":"3578036510511262"},"themes":[],"title":"","htmlText":"TSLA: Stock View + FCN Structure 1. Stock View TSLA is trading around the $340 area, still inside a large multi-year triangle. The positive is that price recently tested the rising support around $295–310 and bounced, suggesting buyers are still defending the long-term uptrend. However, TSLA has not yet broken the descending resistance from its ~$499 high. Key levels: * 🟢 $295–310: Major support / attractive risk-reward * 🟡 $330–350: Current accumulation zone * 🟠 $380–400: First major resistance * 🔥 $410–430: Breakout confirmation * 🚀 $499: Previous high The DMI remains cautious: +DI: 17.0 | −DI: 34.2 | ADX: 24.9 With −DI still above +DI, selling momentum remains stronger on the weekly chart. My call: Cautiously bullish. Accumulate around current levels, add closer to $300 if support holds","listText":"TSLA: Stock View + FCN Structure 1. Stock View TSLA is trading around the $340 area, still inside a large multi-year triangle. The positive is that price recently tested the rising support around $295–310 and bounced, suggesting buyers are still defending the long-term uptrend. However, TSLA has not yet broken the descending resistance from its ~$499 high. Key levels: * 🟢 $295–310: Major support / attractive risk-reward * 🟡 $330–350: Current accumulation zone * 🟠 $380–400: First major resistance * 🔥 $410–430: Breakout confirmation * 🚀 $499: Previous high The DMI remains cautious: +DI: 17.0 | −DI: 34.2 | ADX: 24.9 With −DI still above +DI, selling momentum remains stronger on the weekly chart. My call: Cautiously bullish. Accumulate around current levels, add closer to $300 if support holds","text":"TSLA: Stock View + FCN Structure 1. Stock View TSLA is trading around the $340 area, still inside a large multi-year triangle. The positive is that price recently tested the rising support around $295–310 and bounced, suggesting buyers are still defending the long-term uptrend. However, TSLA has not yet broken the descending resistance from its ~$499 high. Key levels: * 🟢 $295–310: Major support / attractive risk-reward * 🟡 $330–350: Current accumulation zone * 🟠 $380–400: First major resistance * 🔥 $410–430: Breakout confirmation * 🚀 $499: Previous high The DMI remains cautious: +DI: 17.0 | −DI: 34.2 | ADX: 24.9 With −DI still above +DI, selling momentum remains stronger on the weekly chart. My call: Cautiously bullish. Accumulate around current levels, add closer to $300 if support holds","images":[{"img":"https://community-static.tradeup.com/news/9c0167a7779d0b07b767a528baf29331","width":"1122","height":"1402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597433191474448","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597381419282496,"gmtCreate":1786871844463,"gmtModify":1786871847449,"author":{"id":"4144888663826802","authorId":"4144888663826802","name":"derickt","avatar":"https://community-static.tradeup.com/news/39af9fba1b299d25a4c88d224de77ac0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144888663826802","idStr":"4144888663826802"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20260814 182.0 CALL\">$SOXL 20260814 182.0 CALL$ </a> there's more room to grow","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20260814 182.0 CALL\">$SOXL 20260814 182.0 CALL$ </a> there's more room to grow","text":"$SOXL 20260814 182.0 CALL$ there's more room to grow","images":[{"img":"https://community-static.tradeup.com/news/ebe12432ccaa7d0f99e2de6eccea6a57","width":"1032","height":"1696"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/597381419282496","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597337594093640,"gmtCreate":1786861146069,"gmtModify":1786895412671,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why July’s Retail-Sales Decline Is a Warning About Mix","htmlText":"~ Not Yet a Consumer Collapse. US retail sales fell for the first time in nine months in July, raising concerns that high fuel costs and exhausted tax refunds are pressuring household budgets. The details, however, show a sharp shift in timing and categories rather than a uniform retreat across consumer spending. The Census Bureau released the July estimate at 8:30 a.m. Eastern Time on August 14. Retail and food-services sales were $763.6 billion, down 0.6% from June but still 5.0% above July 2025. Excluding motor vehicles and gasoline, sales declined a smaller 0.2%. These figures are seasonally adjusted but not adjusted for inflation. The Census Bureau’s August 14 retail-sales report provides the official data and confidence intervals. The largest distortion was online shopping. Nonstore-","listText":"~ Not Yet a Consumer Collapse. US retail sales fell for the first time in nine months in July, raising concerns that high fuel costs and exhausted tax refunds are pressuring household budgets. The details, however, show a sharp shift in timing and categories rather than a uniform retreat across consumer spending. The Census Bureau released the July estimate at 8:30 a.m. Eastern Time on August 14. Retail and food-services sales were $763.6 billion, down 0.6% from June but still 5.0% above July 2025. Excluding motor vehicles and gasoline, sales declined a smaller 0.2%. These figures are seasonally adjusted but not adjusted for inflation. The Census Bureau’s August 14 retail-sales report provides the official data and confidence intervals. The largest distortion was online shopping. Nonstore-","text":"~ Not Yet a Consumer Collapse. US retail sales fell for the first time in nine months in July, raising concerns that high fuel costs and exhausted tax refunds are pressuring household budgets. The details, however, show a sharp shift in timing and categories rather than a uniform retreat across consumer spending. The Census Bureau released the July estimate at 8:30 a.m. Eastern Time on August 14. Retail and food-services sales were $763.6 billion, down 0.6% from June but still 5.0% above July 2025. Excluding motor vehicles and gasoline, sales declined a smaller 0.2%. These figures are seasonally adjusted but not adjusted for inflation. The Census Bureau’s August 14 retail-sales report provides the official data and confidence intervals. The largest distortion was online shopping. Nonstore-","images":[{"img":"https://community-static.tradeup.com/news/cb9a552e27b96151a5f0549b0c093eb4","width":"1100","height":"894"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":20,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597337594093640","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597296894349784,"gmtCreate":1786850926036,"gmtModify":1786853299934,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Reddit’s S&P 500 Promotion Is a Liquidity Catalyst, Not a Fundamental Upgrade","htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>’s admission to the S&amp;P 500 creates an unusually large, near-term source of demand for its shares. It does not, by itself, change the company’s advertising economics, user growth or competitive position. Distinguishing those two effects is essential after Friday’s double-digit rally. S&amp;P Dow Jones Indices announced after the August 13 close that Reddit will replace AvalonBay Communities in the benchmark before trading begins on August 18. J.P. Morgan estimated that index funds will need to acquire 16.7 million Reddit shares—nearly three times the stock’s average daily volume since its March 2024 listing. S&amp;P’s official index announcement confirms the timing, while Reuters’ August 14 report provides the passive-fund estima","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>’s admission to the S&amp;P 500 creates an unusually large, near-term source of demand for its shares. It does not, by itself, change the company’s advertising economics, user growth or competitive position. Distinguishing those two effects is essential after Friday’s double-digit rally. S&amp;P Dow Jones Indices announced after the August 13 close that Reddit will replace AvalonBay Communities in the benchmark before trading begins on August 18. J.P. Morgan estimated that index funds will need to acquire 16.7 million Reddit shares—nearly three times the stock’s average daily volume since its March 2024 listing. S&amp;P’s official index announcement confirms the timing, while Reuters’ August 14 report provides the passive-fund estima","text":"$Reddit(RDDT)$’s admission to the S&P 500 creates an unusually large, near-term source of demand for its shares. It does not, by itself, change the company’s advertising economics, user growth or competitive position. Distinguishing those two effects is essential after Friday’s double-digit rally. S&P Dow Jones Indices announced after the August 13 close that Reddit will replace AvalonBay Communities in the benchmark before trading begins on August 18. J.P. Morgan estimated that index funds will need to acquire 16.7 million Reddit shares—nearly three times the stock’s average daily volume since its March 2024 listing. S&P’s official index announcement confirms the timing, while Reuters’ August 14 report provides the passive-fund estima","images":[{"img":"https://community-static.tradeup.com/news/68c5d633f09ef4db6dffb43b0e57ad1a","width":"2560","height":"1707"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":400,"commentSize":0,"repostSize":31,"link":"https://ttm.financial/post/597296894349784","isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597263474836536,"gmtCreate":1786842964250,"gmtModify":1786945173208,"author":{"id":"4107397042933530","authorId":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107397042933530","idStr":"4107397042933530"},"themes":[],"title":"","htmlText":"Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&amp;P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&amp;P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o","listText":"Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&amp;P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&amp;P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o","text":"Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/597263474836536","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000608","authorId":"9000000000000608","name":"EllisBird","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000608","idStr":"9000000000000608"},"content":"Who said new highs automatically mean expensive? NYSE breadth is improving, that matters way more than the headline index","text":"Who said new highs automatically mean expensive? NYSE breadth is improving, that matters way more than the headline index","html":"Who said new highs automatically mean expensive? NYSE breadth is improving, that matters way more than the headline index"},{"author":{"id":"3479274705372315","authorId":"3479274705372315","name":"pangngk","avatar":"https://static.tigerbbs.com/0520999d6ad05f0d7239da3f11b3fb0c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274705372315","idStr":"3479274705372315"},"content":"Been adding on dips through SPY, and yeah new highs usually beget more highs","text":"Been adding on dips through SPY, and yeah new highs usually beget more highs","html":"Been adding on dips through SPY, and yeah new highs usually beget more highs"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597040499847464,"gmtCreate":1786788592627,"gmtModify":1786788596175,"author":{"id":"4142551860919612","authorId":"4142551860919612","name":"nomadic_m","avatar":"https://community-static.tradeup.com/news/1f3661c844e575fec696ac41d1d30e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142551860919612","idStr":"4142551860919612"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SQQQ 20260814 34.5 PUT\">$SQQQ 20260814 34.5 PUT$</a>&nbsp;sort of equivalent to&nbsp;<a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$&nbsp;</a>call. Personally prefers&nbsp;put than call.&nbsp;Love to pocket weekly premium","listText":"<a href=\"https://ttm.financial/OPT/SQQQ 20260814 34.5 PUT\">$SQQQ 20260814 34.5 PUT$</a>&nbsp;sort of equivalent to&nbsp;<a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$&nbsp;</a>call. Personally prefers&nbsp;put than call.&nbsp;Love to pocket weekly premium","text":"$SQQQ 20260814 34.5 PUT$ sort of equivalent to $ProShares UltraPro QQQ(TQQQ)$ call. Personally prefers put than call. Love to pocket weekly premium","images":[{"img":"https://community-static.tradeup.com/news/daac14e675bb6be9b65b16a03f11cee7","width":"1032","height":"1714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597040499847464","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597018586302024,"gmtCreate":1786783183744,"gmtModify":1786788331669,"author":{"id":"4249820902435512","authorId":"4249820902435512","name":"MGGYI","avatar":"https://community-static.tradeup.com/news/4720334f2c7bb47653d86c74f86c8407","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249820902435512","idStr":"4249820902435512"},"themes":[],"title":"","htmlText":"Going through for further.","listText":"Going through for further.","text":"Going through for further.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597018586302024","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596729745326392,"gmtCreate":1786712766444,"gmtModify":1786712769637,"author":{"id":"4124482781537722","authorId":"4124482781537722","name":"Mulltov","avatar":"https://community-static.tradeup.com/news/967075c68aa593803c7de5d0b7ae5711","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124482781537722","idStr":"4124482781537722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OXLCG\">$OXFORD LANE CAPITAL CORP 7.95% NTS 02/29/2032 USD 25(OXLCG)$</a>&nbsp; ?? Let's get some perspective&nbsp;","listText":"<a href=\"https://ttm.financial/S/OXLCG\">$OXFORD LANE CAPITAL CORP 7.95% NTS 02/29/2032 USD 25(OXLCG)$</a>&nbsp; ?? Let's get some perspective&nbsp;","text":"$OXFORD LANE CAPITAL CORP 7.95% NTS 02/29/2032 USD 25(OXLCG)$ ?? Let's get some perspective","images":[{"img":"https://community-static.tradeup.com/news/8f9e66e80b970307044ed9b291ac0d13","width":"1170","height":"3225"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596729745326392","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":599105568166880,"gmtCreate":1787307743334,"gmtModify":1787308064342,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why S&P 500 Earnings Growth Looks Stronger Than Its Cash Economics","htmlText":"Second-quarter <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> earnings appear spectacular: aggregate profit increased roughly 52% from a year earlier. A large share of that growth, however, came from unrealised gains on stakes in private artificial-intelligence companies. The underlying earnings expansion remains strong, but investors should distinguish operating performance from gains that can reverse without a dollar of cash entering the business. The clearest example is <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>. It reported on July 30 for the quarter ended June 30 that net income rose to $62.6 billion from $18.2 billion. Yet $53.4 billion of quarterly non-operating pretax income came primarily from investments in Anthropic. Amazon’s operating income s","listText":"Second-quarter <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> earnings appear spectacular: aggregate profit increased roughly 52% from a year earlier. A large share of that growth, however, came from unrealised gains on stakes in private artificial-intelligence companies. The underlying earnings expansion remains strong, but investors should distinguish operating performance from gains that can reverse without a dollar of cash entering the business. The clearest example is <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>. It reported on July 30 for the quarter ended June 30 that net income rose to $62.6 billion from $18.2 billion. Yet $53.4 billion of quarterly non-operating pretax income came primarily from investments in Anthropic. Amazon’s operating income s","text":"Second-quarter $S&P 500(.SPX)$ earnings appear spectacular: aggregate profit increased roughly 52% from a year earlier. A large share of that growth, however, came from unrealised gains on stakes in private artificial-intelligence companies. The underlying earnings expansion remains strong, but investors should distinguish operating performance from gains that can reverse without a dollar of cash entering the business. The clearest example is $Amazon.com(AMZN)$. It reported on July 30 for the quarter ended June 30 that net income rose to $62.6 billion from $18.2 billion. Yet $53.4 billion of quarterly non-operating pretax income came primarily from investments in Anthropic. Amazon’s operating income s","images":[{"img":"https://community-static.tradeup.com/news/bcc1b040f6c3ff3c1d2ed11aa0e039e4","width":"1121","height":"194"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/599105568166880","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":598299714355576,"gmtCreate":1787096039666,"gmtModify":1787100142642,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"S&P500 Skids Under Rising Bond Yields: What Should Investors Do?","htmlText":"🌟🌟🌟The post earnings carnival has hit a massive wall of global reality.&nbsp; The S&amp;P500 slipped 0.69% while the tech heavy Nasdaq 100 tumbled 1.33% today as skyrocketing global bond yields and relentless USD 90+ oil prices choked out equity momentum. While high flying tech sectors suffered sharp mid day reversals, the S&amp;P 500 Energy Sector Index was the lone green beacon on Wall Street, surging 1.8% to eye an all time high. Why is The Market Tumbling Today? The sudden slide isn't an isolated anomaly.&nbsp; It is a direct consequence of a massive worldwide bond market rout crushing speculative valuations: The Multi Decade Yield Spike: The US 30 year Treasury Bond yield blasted to a fresh 19 year high of 5.33%.&nbsp; Spilling from a hot economic print in Japan, global borrowing cost","listText":"🌟🌟🌟The post earnings carnival has hit a massive wall of global reality.&nbsp; The S&amp;P500 slipped 0.69% while the tech heavy Nasdaq 100 tumbled 1.33% today as skyrocketing global bond yields and relentless USD 90+ oil prices choked out equity momentum. While high flying tech sectors suffered sharp mid day reversals, the S&amp;P 500 Energy Sector Index was the lone green beacon on Wall Street, surging 1.8% to eye an all time high. Why is The Market Tumbling Today? The sudden slide isn't an isolated anomaly.&nbsp; It is a direct consequence of a massive worldwide bond market rout crushing speculative valuations: The Multi Decade Yield Spike: The US 30 year Treasury Bond yield blasted to a fresh 19 year high of 5.33%.&nbsp; Spilling from a hot economic print in Japan, global borrowing cost","text":"🌟🌟🌟The post earnings carnival has hit a massive wall of global reality. The S&P500 slipped 0.69% while the tech heavy Nasdaq 100 tumbled 1.33% today as skyrocketing global bond yields and relentless USD 90+ oil prices choked out equity momentum. While high flying tech sectors suffered sharp mid day reversals, the S&P 500 Energy Sector Index was the lone green beacon on Wall Street, surging 1.8% to eye an all time high. Why is The Market Tumbling Today? The sudden slide isn't an isolated anomaly. It is a direct consequence of a massive worldwide bond market rout crushing speculative valuations: The Multi Decade Yield Spike: The US 30 year Treasury Bond yield blasted to a fresh 19 year high of 5.33%. Spilling from a hot economic print in Japan, global borrowing cost","images":[{"img":"https://community-static.tradeup.com/news/c538eaabb24186188628e48fa5dd6f62","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/8adc1473c75838bc604c8efea6fab2e4","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/009ffe58d47445bcda31e62444b69ddf","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":220,"commentSize":0,"repostSize":26,"link":"https://ttm.financial/post/598299714355576","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":598062390137464,"gmtCreate":1787038003873,"gmtModify":1787042995772,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Reddit’s S&P 500 Entry Created Demand but Not a Valuation Floor","htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>’s addition to the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> is an institutional milestone, but the stock’s sharp reversal immediately before the change illustrates the difference between mechanical index buying and a durable improvement in business value. S&amp;P Dow Jones Indices announced after the August 13 close that Reddit would replace <a href=\"https://ttm.financial/S/AVB\">$AvalonBay Communities(AVB)$</a> before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. <a href=\"https://ttm.financial/S/SPGI\">$S&amp;P Global(SPGI)$</a>’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>’s addition to the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> is an institutional milestone, but the stock’s sharp reversal immediately before the change illustrates the difference between mechanical index buying and a durable improvement in business value. S&amp;P Dow Jones Indices announced after the August 13 close that Reddit would replace <a href=\"https://ttm.financial/S/AVB\">$AvalonBay Communities(AVB)$</a> before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. <a href=\"https://ttm.financial/S/SPGI\">$S&amp;P Global(SPGI)$</a>’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit","text":"$Reddit(RDDT)$’s addition to the $S&P 500(.SPX)$ is an institutional milestone, but the stock’s sharp reversal immediately before the change illustrates the difference between mechanical index buying and a durable improvement in business value. S&P Dow Jones Indices announced after the August 13 close that Reddit would replace $AvalonBay Communities(AVB)$ before trading opened on August 18. The timing reflects AvalonBay’s pending acquisition rather than a scheduled quarterly rebalance. $S&P Global(SPGI)$’s official announcement confirms the effective date and replacement. Index funds must acquire enough Reddit","images":[{"img":"https://community-static.tradeup.com/news/897483f92964667269773003b4a1448c","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/598062390137464","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000674","authorId":"9000000000000674","name":"BonnieHoyle","avatar":"https://static.tigerbbs.com/c6aef5efa562fcc65b505cf6354c3048","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000674","authorIdStr":"9000000000000674"},"content":"Index demand can add a bid, but it does not anchor valuation. User growth and ad revenue next quarter matter way more here","text":"Index demand can add a bid, but it does not anchor valuation. User growth and ad revenue next quarter matter way more here","html":"Index demand can add a bid, but it does not anchor valuation. User growth and ad revenue next quarter matter way more here"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597833814577176,"gmtCreate":1786964004377,"gmtModify":1786964091004,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Retail Stocks Face Wall Street’s Consumer Stress Test This Week","htmlText":"U.S. retail sales fell 0.6% in July, raising fresh concerns about consumer spending. Earnings from Walmart, Target, Home Depot, Lowe’s and TJX will show whether Americans are simply becoming more selective—or starting to cut spending more broadly. Retail Earnings Calendar Aug. 18: Home Depot Aug. 19: Target, Lowe’s and TJX Aug. 20: Walmart Together, these companies cover several layers of the U.S. consumer economy: StockWhat It Tests WMT Essentials, value-seeking and trade-down demand TGT Discretionary spending on apparel, beauty and home goods HD Housing activity and large renovation projects LOW DIY demand and professional contractors TJX Consumer demand for discounted merchandise 1. Retail Sales Sent an Early Warning U.S. retail sales declined 0.6% month over month in July, versus expec","listText":"U.S. retail sales fell 0.6% in July, raising fresh concerns about consumer spending. Earnings from Walmart, Target, Home Depot, Lowe’s and TJX will show whether Americans are simply becoming more selective—or starting to cut spending more broadly. Retail Earnings Calendar Aug. 18: Home Depot Aug. 19: Target, Lowe’s and TJX Aug. 20: Walmart Together, these companies cover several layers of the U.S. consumer economy: StockWhat It Tests WMT Essentials, value-seeking and trade-down demand TGT Discretionary spending on apparel, beauty and home goods HD Housing activity and large renovation projects LOW DIY demand and professional contractors TJX Consumer demand for discounted merchandise 1. Retail Sales Sent an Early Warning U.S. retail sales declined 0.6% month over month in July, versus expec","text":"U.S. retail sales fell 0.6% in July, raising fresh concerns about consumer spending. Earnings from Walmart, Target, Home Depot, Lowe’s and TJX will show whether Americans are simply becoming more selective—or starting to cut spending more broadly. Retail Earnings Calendar Aug. 18: Home Depot Aug. 19: Target, Lowe’s and TJX Aug. 20: Walmart Together, these companies cover several layers of the U.S. consumer economy: StockWhat It Tests WMT Essentials, value-seeking and trade-down demand TGT Discretionary spending on apparel, beauty and home goods HD Housing activity and large renovation projects LOW DIY demand and professional contractors TJX Consumer demand for discounted merchandise 1. Retail Sales Sent an Early Warning U.S. retail sales declined 0.6% month over month in July, versus expec","images":[{"img":"https://community-static.tradeup.com/news/b718034f83f9d01339010ec70bb2a1f4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":69,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/597833814577176","isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I’m watching $TJX Companies(TJX)$ most closely this week. With July retail sales falling 0.6%, I think the key question is whether consumers are cutting spending or simply becoming more selective and trading down. TJX’s discount-focused model could benefit if shoppers still want apparel and home goods but become less willing to pay full price. What I’ll be watching is whether TJX can maintain strong traffic and merchandise margins without relying too heavily on promotions. If sales remain resilient while margins hold up, it would reinforce the idea that consumers are shifting toward value rather than abandoning spending altogether. My final choice: TJX. I think it offers the clearest exposure to the consumer trade-down trend, especially if the U.S. consumer is cooling but not collapsing. @Tiger_comments @TigerStars @TigerClub","text":"I’m watching $TJX Companies(TJX)$ most closely this week. With July retail sales falling 0.6%, I think the key question is whether consumers are cutting spending or simply becoming more selective and trading down. TJX’s discount-focused model could benefit if shoppers still want apparel and home goods but become less willing to pay full price. What I’ll be watching is whether TJX can maintain strong traffic and merchandise margins without relying too heavily on promotions. If sales remain resilient while margins hold up, it would reinforce the idea that consumers are shifting toward value rather than abandoning spending altogether. My final choice: TJX. I think it offers the clearest exposure to the consumer trade-down trend, especially if the U.S. consumer is cooling but not collapsing. @Tiger_comments @TigerStars @TigerClub","html":"I’m watching $TJX Companies(TJX)$ most closely this week. With July retail sales falling 0.6%, I think the key question is whether consumers are cutting spending or simply becoming more selective and trading down. TJX’s discount-focused model could benefit if shoppers still want apparel and home goods but become less willing to pay full price. What I’ll be watching is whether TJX can maintain strong traffic and merchandise margins without relying too heavily on promotions. If sales remain resilient while margins hold up, it would reinforce the idea that consumers are shifting toward value rather than abandoning spending altogether. My final choice: TJX. I think it offers the clearest exposure to the consumer trade-down trend, especially if the U.S. consumer is cooling but not collapsing. @Tiger_comments @TigerStars @TigerClub"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597604282356248,"gmtCreate":1786926283147,"gmtModify":1786927731440,"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548734971517314","authorIdStr":"3548734971517314"},"themes":[],"title":"","htmlText":"Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s","listText":"Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s","text":"Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597604282356248","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597452467930704,"gmtCreate":1786889111932,"gmtModify":1786891942499,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"🐶🛍️ Options Puppy Day at MBS: Shopping, Learning & Looking at Luxury Stocks","htmlText":"🐶💰 Today I had an Options Puppy kind of day at Marina Bay Sands — but instead of sitting in front of my screen all day, I went shopping while learning about companies that own some of the world’s biggest luxury brands. I think this is one of the most interesting ways to learn about investing: sometimes I can understand a company better by actually seeing its stores, customers and products in the real world. 🏙️✨ Walking around MBS, I could see luxury brands such as Gucci, Hermès and other high-end retailers. It reminded me that behind every luxury shop is a real business with revenue, margins, customers, inventory and shareholders. When I see people browsing, buying and enjoying these brands, I can connect what I see in the shopping mall to what I read in company earnings reports.","listText":"🐶💰 Today I had an Options Puppy kind of day at Marina Bay Sands — but instead of sitting in front of my screen all day, I went shopping while learning about companies that own some of the world’s biggest luxury brands. I think this is one of the most interesting ways to learn about investing: sometimes I can understand a company better by actually seeing its stores, customers and products in the real world. 🏙️✨ Walking around MBS, I could see luxury brands such as Gucci, Hermès and other high-end retailers. It reminded me that behind every luxury shop is a real business with revenue, margins, customers, inventory and shareholders. When I see people browsing, buying and enjoying these brands, I can connect what I see in the shopping mall to what I read in company earnings reports.","text":"🐶💰 Today I had an Options Puppy kind of day at Marina Bay Sands — but instead of sitting in front of my screen all day, I went shopping while learning about companies that own some of the world’s biggest luxury brands. I think this is one of the most interesting ways to learn about investing: sometimes I can understand a company better by actually seeing its stores, customers and products in the real world. 🏙️✨ Walking around MBS, I could see luxury brands such as Gucci, Hermès and other high-end retailers. It reminded me that behind every luxury shop is a real business with revenue, margins, customers, inventory and shareholders. When I see people browsing, buying and enjoying these brands, I can connect what I see in the shopping mall to what I read in company earnings reports.","images":[{"img":"https://community-static.tradeup.com/news/17e0bf4ae01ea56d9698741164d972e9","width":"1290","height":"2036"},{"img":"https://community-static.tradeup.com/news/17e0bf4ae01ea56d9698741164d972e9","width":"1290","height":"2036"},{"img":"https://community-static.tradeup.com/news/a0816b9a5fd8c220b493f7dcd5276168","width":"1290","height":"2187"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":70,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/597452467930704","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":597594480079992,"gmtCreate":1786923777058,"gmtModify":1786927804159,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"(Part 5 of 5) - my investing muse (17Aug2026)","htmlText":"My Investing Muse (17Aug2026) Layoffs, closures and Delinquencies Summary of top layoff news (10–16 August 2026):Imperial Brands planned thousands of job cuts in the US and Europe for cost savings, with US notifications starting around 19 August (starting with HR/finance roles). Oracle prepared a new round of layoffs (some teams facing double-digit cuts) by early September to fund AI infrastructure after earlier large reductions. Rapid7 announced a ~12% workforce cut (roughly 300 jobs) to refocus on its core cybersecurity platform. Tyson Foods filed notice to close its Eagle Mountain, Utah plant, affecting 723 workers, as part of broader beef operations restructuring amid a severe cattle shortage (also impacting Illinois and Washington sites). FedEx cut about 173 jobs and closed facilities","listText":"My Investing Muse (17Aug2026) Layoffs, closures and Delinquencies Summary of top layoff news (10–16 August 2026):Imperial Brands planned thousands of job cuts in the US and Europe for cost savings, with US notifications starting around 19 August (starting with HR/finance roles). Oracle prepared a new round of layoffs (some teams facing double-digit cuts) by early September to fund AI infrastructure after earlier large reductions. Rapid7 announced a ~12% workforce cut (roughly 300 jobs) to refocus on its core cybersecurity platform. Tyson Foods filed notice to close its Eagle Mountain, Utah plant, affecting 723 workers, as part of broader beef operations restructuring amid a severe cattle shortage (also impacting Illinois and Washington sites). FedEx cut about 173 jobs and closed facilities","text":"My Investing Muse (17Aug2026) Layoffs, closures and Delinquencies Summary of top layoff news (10–16 August 2026):Imperial Brands planned thousands of job cuts in the US and Europe for cost savings, with US notifications starting around 19 August (starting with HR/finance roles). Oracle prepared a new round of layoffs (some teams facing double-digit cuts) by early September to fund AI infrastructure after earlier large reductions. Rapid7 announced a ~12% workforce cut (roughly 300 jobs) to refocus on its core cybersecurity platform. Tyson Foods filed notice to close its Eagle Mountain, Utah plant, affecting 723 workers, as part of broader beef operations restructuring amid a severe cattle shortage (also impacting Illinois and Washington sites). FedEx cut about 173 jobs and closed facilities","images":[{"img":"https://community-static.tradeup.com/news/6c5096bb09d4e7f957a0299c4d7afae2","width":"1105","height":"174"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597594480079992","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597296894349784,"gmtCreate":1786850926036,"gmtModify":1786853299934,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Reddit’s S&P 500 Promotion Is a Liquidity Catalyst, Not a Fundamental Upgrade","htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>’s admission to the S&amp;P 500 creates an unusually large, near-term source of demand for its shares. It does not, by itself, change the company’s advertising economics, user growth or competitive position. Distinguishing those two effects is essential after Friday’s double-digit rally. S&amp;P Dow Jones Indices announced after the August 13 close that Reddit will replace AvalonBay Communities in the benchmark before trading begins on August 18. J.P. Morgan estimated that index funds will need to acquire 16.7 million Reddit shares—nearly three times the stock’s average daily volume since its March 2024 listing. S&amp;P’s official index announcement confirms the timing, while Reuters’ August 14 report provides the passive-fund estima","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a>’s admission to the S&amp;P 500 creates an unusually large, near-term source of demand for its shares. It does not, by itself, change the company’s advertising economics, user growth or competitive position. Distinguishing those two effects is essential after Friday’s double-digit rally. S&amp;P Dow Jones Indices announced after the August 13 close that Reddit will replace AvalonBay Communities in the benchmark before trading begins on August 18. J.P. Morgan estimated that index funds will need to acquire 16.7 million Reddit shares—nearly three times the stock’s average daily volume since its March 2024 listing. S&amp;P’s official index announcement confirms the timing, while Reuters’ August 14 report provides the passive-fund estima","text":"$Reddit(RDDT)$’s admission to the S&P 500 creates an unusually large, near-term source of demand for its shares. It does not, by itself, change the company’s advertising economics, user growth or competitive position. Distinguishing those two effects is essential after Friday’s double-digit rally. S&P Dow Jones Indices announced after the August 13 close that Reddit will replace AvalonBay Communities in the benchmark before trading begins on August 18. J.P. Morgan estimated that index funds will need to acquire 16.7 million Reddit shares—nearly three times the stock’s average daily volume since its March 2024 listing. S&P’s official index announcement confirms the timing, while Reuters’ August 14 report provides the passive-fund estima","images":[{"img":"https://community-static.tradeup.com/news/68c5d633f09ef4db6dffb43b0e57ad1a","width":"2560","height":"1707"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":400,"commentSize":0,"repostSize":31,"link":"https://ttm.financial/post/597296894349784","isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597337594093640,"gmtCreate":1786861146069,"gmtModify":1786895412671,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why July’s Retail-Sales Decline Is a Warning About Mix","htmlText":"~ Not Yet a Consumer Collapse. US retail sales fell for the first time in nine months in July, raising concerns that high fuel costs and exhausted tax refunds are pressuring household budgets. The details, however, show a sharp shift in timing and categories rather than a uniform retreat across consumer spending. The Census Bureau released the July estimate at 8:30 a.m. Eastern Time on August 14. Retail and food-services sales were $763.6 billion, down 0.6% from June but still 5.0% above July 2025. Excluding motor vehicles and gasoline, sales declined a smaller 0.2%. These figures are seasonally adjusted but not adjusted for inflation. The Census Bureau’s August 14 retail-sales report provides the official data and confidence intervals. The largest distortion was online shopping. Nonstore-","listText":"~ Not Yet a Consumer Collapse. US retail sales fell for the first time in nine months in July, raising concerns that high fuel costs and exhausted tax refunds are pressuring household budgets. The details, however, show a sharp shift in timing and categories rather than a uniform retreat across consumer spending. The Census Bureau released the July estimate at 8:30 a.m. Eastern Time on August 14. Retail and food-services sales were $763.6 billion, down 0.6% from June but still 5.0% above July 2025. Excluding motor vehicles and gasoline, sales declined a smaller 0.2%. These figures are seasonally adjusted but not adjusted for inflation. The Census Bureau’s August 14 retail-sales report provides the official data and confidence intervals. The largest distortion was online shopping. Nonstore-","text":"~ Not Yet a Consumer Collapse. US retail sales fell for the first time in nine months in July, raising concerns that high fuel costs and exhausted tax refunds are pressuring household budgets. The details, however, show a sharp shift in timing and categories rather than a uniform retreat across consumer spending. The Census Bureau released the July estimate at 8:30 a.m. Eastern Time on August 14. Retail and food-services sales were $763.6 billion, down 0.6% from June but still 5.0% above July 2025. Excluding motor vehicles and gasoline, sales declined a smaller 0.2%. These figures are seasonally adjusted but not adjusted for inflation. The Census Bureau’s August 14 retail-sales report provides the official data and confidence intervals. The largest distortion was online shopping. Nonstore-","images":[{"img":"https://community-static.tradeup.com/news/cb9a552e27b96151a5f0549b0c093eb4","width":"1100","height":"894"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":20,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597337594093640","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598096909915600,"gmtCreate":1787046445088,"gmtModify":1787049216958,"author":{"id":"4249959953449962","authorId":"4249959953449962","name":"slava","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249959953449962","authorIdStr":"4249959953449962"},"themes":[],"title":"","htmlText":"Time to stock up with some vgs","listText":"Time to stock up with some vgs","text":"Time to stock up with some vgs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598096909915600","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597433191474448,"gmtCreate":1786884401920,"gmtModify":1786891760676,"author":{"id":"3578036510511262","authorId":"3578036510511262","name":"TheMarketLens101","avatar":"https://community-static.tradeup.com/news/ff94e23bbe8ff3cc47588d253a06e067","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578036510511262","authorIdStr":"3578036510511262"},"themes":[],"title":"","htmlText":"TSLA: Stock View + FCN Structure 1. Stock View TSLA is trading around the $340 area, still inside a large multi-year triangle. The positive is that price recently tested the rising support around $295–310 and bounced, suggesting buyers are still defending the long-term uptrend. However, TSLA has not yet broken the descending resistance from its ~$499 high. Key levels: * 🟢 $295–310: Major support / attractive risk-reward * 🟡 $330–350: Current accumulation zone * 🟠 $380–400: First major resistance * 🔥 $410–430: Breakout confirmation * 🚀 $499: Previous high The DMI remains cautious: +DI: 17.0 | −DI: 34.2 | ADX: 24.9 With −DI still above +DI, selling momentum remains stronger on the weekly chart. My call: Cautiously bullish. Accumulate around current levels, add closer to $300 if support holds","listText":"TSLA: Stock View + FCN Structure 1. Stock View TSLA is trading around the $340 area, still inside a large multi-year triangle. The positive is that price recently tested the rising support around $295–310 and bounced, suggesting buyers are still defending the long-term uptrend. However, TSLA has not yet broken the descending resistance from its ~$499 high. Key levels: * 🟢 $295–310: Major support / attractive risk-reward * 🟡 $330–350: Current accumulation zone * 🟠 $380–400: First major resistance * 🔥 $410–430: Breakout confirmation * 🚀 $499: Previous high The DMI remains cautious: +DI: 17.0 | −DI: 34.2 | ADX: 24.9 With −DI still above +DI, selling momentum remains stronger on the weekly chart. My call: Cautiously bullish. Accumulate around current levels, add closer to $300 if support holds","text":"TSLA: Stock View + FCN Structure 1. Stock View TSLA is trading around the $340 area, still inside a large multi-year triangle. The positive is that price recently tested the rising support around $295–310 and bounced, suggesting buyers are still defending the long-term uptrend. However, TSLA has not yet broken the descending resistance from its ~$499 high. Key levels: * 🟢 $295–310: Major support / attractive risk-reward * 🟡 $330–350: Current accumulation zone * 🟠 $380–400: First major resistance * 🔥 $410–430: Breakout confirmation * 🚀 $499: Previous high The DMI remains cautious: +DI: 17.0 | −DI: 34.2 | ADX: 24.9 With −DI still above +DI, selling momentum remains stronger on the weekly chart. My call: Cautiously bullish. Accumulate around current levels, add closer to $300 if support holds","images":[{"img":"https://community-static.tradeup.com/news/9c0167a7779d0b07b767a528baf29331","width":"1122","height":"1402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597433191474448","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597263474836536,"gmtCreate":1786842964250,"gmtModify":1786945173208,"author":{"id":"4107397042933530","authorId":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107397042933530","authorIdStr":"4107397042933530"},"themes":[],"title":"","htmlText":"Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&amp;P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&amp;P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o","listText":"Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&amp;P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&amp;P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o","text":"Many investors assume a new high means the market is expensive and due for a fall. It’s the opposite. Markets hit new highs because they’re bullish, and a new high can be broken many times in a single year. A new high isn’t a ceiling. It’s proof the market has the energy to keep breaking through. You can see the track record of S&P 500 making numerous new highs in the past years. Look at new highs versus new lows on the NYSE (not the S&P 500). We’re seeing more highs than lows, and that’s strength, not weakness. In a bear market, new lows outnumber new highs. And if valuations were truly overstretched, we’d see new highs spike far above new lows, the way they did in February, just before the Iran War AI trades corrected heavily over the last two months, and that flushed out a lot o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/597263474836536","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000608","authorId":"9000000000000608","name":"EllisBird","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000608","authorIdStr":"9000000000000608"},"content":"Who said new highs automatically mean expensive? NYSE breadth is improving, that matters way more than the headline index","text":"Who said new highs automatically mean expensive? NYSE breadth is improving, that matters way more than the headline index","html":"Who said new highs automatically mean expensive? NYSE breadth is improving, that matters way more than the headline index"},{"author":{"id":"3479274705372315","authorId":"3479274705372315","name":"pangngk","avatar":"https://static.tigerbbs.com/0520999d6ad05f0d7239da3f11b3fb0c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274705372315","authorIdStr":"3479274705372315"},"content":"Been adding on dips through SPY, and yeah new highs usually beget more highs","text":"Been adding on dips through SPY, and yeah new highs usually beget more highs","html":"Been adding on dips through SPY, and yeah new highs usually beget more highs"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597381419282496,"gmtCreate":1786871844463,"gmtModify":1786871847449,"author":{"id":"4144888663826802","authorId":"4144888663826802","name":"derickt","avatar":"https://community-static.tradeup.com/news/39af9fba1b299d25a4c88d224de77ac0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144888663826802","authorIdStr":"4144888663826802"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20260814 182.0 CALL\">$SOXL 20260814 182.0 CALL$ </a> there's more room to grow","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20260814 182.0 CALL\">$SOXL 20260814 182.0 CALL$ </a> there's more room to grow","text":"$SOXL 20260814 182.0 CALL$ there's more room to grow","images":[{"img":"https://community-static.tradeup.com/news/ebe12432ccaa7d0f99e2de6eccea6a57","width":"1032","height":"1696"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/597381419282496","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597040499847464,"gmtCreate":1786788592627,"gmtModify":1786788596175,"author":{"id":"4142551860919612","authorId":"4142551860919612","name":"nomadic_m","avatar":"https://community-static.tradeup.com/news/1f3661c844e575fec696ac41d1d30e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142551860919612","authorIdStr":"4142551860919612"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SQQQ 20260814 34.5 PUT\">$SQQQ 20260814 34.5 PUT$</a>&nbsp;sort of equivalent to&nbsp;<a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$&nbsp;</a>call. Personally prefers&nbsp;put than call.&nbsp;Love to pocket weekly premium","listText":"<a href=\"https://ttm.financial/OPT/SQQQ 20260814 34.5 PUT\">$SQQQ 20260814 34.5 PUT$</a>&nbsp;sort of equivalent to&nbsp;<a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$&nbsp;</a>call. Personally prefers&nbsp;put than call.&nbsp;Love to pocket weekly premium","text":"$SQQQ 20260814 34.5 PUT$ sort of equivalent to $ProShares UltraPro QQQ(TQQQ)$ call. Personally prefers put than call. Love to pocket weekly premium","images":[{"img":"https://community-static.tradeup.com/news/daac14e675bb6be9b65b16a03f11cee7","width":"1032","height":"1714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/597040499847464","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597018586302024,"gmtCreate":1786783183744,"gmtModify":1786788331669,"author":{"id":"4249820902435512","authorId":"4249820902435512","name":"MGGYI","avatar":"https://community-static.tradeup.com/news/4720334f2c7bb47653d86c74f86c8407","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249820902435512","authorIdStr":"4249820902435512"},"themes":[],"title":"","htmlText":"Going through for further.","listText":"Going through for further.","text":"Going through for further.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597018586302024","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596729745326392,"gmtCreate":1786712766444,"gmtModify":1786712769637,"author":{"id":"4124482781537722","authorId":"4124482781537722","name":"Mulltov","avatar":"https://community-static.tradeup.com/news/967075c68aa593803c7de5d0b7ae5711","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124482781537722","authorIdStr":"4124482781537722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OXLCG\">$OXFORD LANE CAPITAL CORP 7.95% NTS 02/29/2032 USD 25(OXLCG)$</a>&nbsp; ?? Let's get some perspective&nbsp;","listText":"<a href=\"https://ttm.financial/S/OXLCG\">$OXFORD LANE CAPITAL CORP 7.95% NTS 02/29/2032 USD 25(OXLCG)$</a>&nbsp; ?? Let's get some perspective&nbsp;","text":"$OXFORD LANE CAPITAL CORP 7.95% NTS 02/29/2032 USD 25(OXLCG)$ ?? Let's get some perspective","images":[{"img":"https://community-static.tradeup.com/news/8f9e66e80b970307044ed9b291ac0d13","width":"1170","height":"3225"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596729745326392","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}