Early yesterday morning, Nvidia released its latest earnings report. The stock surged immediately after the results came out, and the strong momentum continued into the regular trading session, with Nvidia jumping 8.74%. The rally also lifted the broader market and related ETFs.$英伟达(NVDA)$ So why was Nvidia’s earnings report powerful enough to lift the entire market? 1. The Leadership Effect Nvidia is the undisputed leader of the global semiconductor industry. Its market capitalization is around $5.5 trillion, roughly 2.5 times that of TSMC, the second-largest semiconductor company by market value. When an industry leader of this size posts strong earnings, the impact is rarely limited to the company itself. It can lift sentiment a
$NVIDIA(NVDA)$ call was strongly positive on demand, product ramps and strategic partnerships — record revenue ($96B), robust data center growth (+18% Q/Q), major customer commitments and rapid Vera Rubin production. At the same time, significant near-term operational headwinds persist: supply constraints limiting fulfilled demand, sharp memory price inflation pressuring gross margins, rising operating expenses, and sizable capital commitments to AI labs that increase balance-sheet exposure. Overall the company emphasized strong secular tailwinds and execution confidence while acknowledging margin and supply bottlenecks in the near term. IF YOU ALREADY OWN THE SHARES Strategy: Sell an Out-of-the-Money (OTM) Covered Call (selling the right for some
Geoff Howie: Frencken Announced Plans to Raise S$100 Million through a Placement
📈 The most interesting signal in July wasn't industrial production or exports. For me, it was the gap between orders and output. July's industrial production growth moderated even as electronics exports surged. Singapore's manufacturing PMI indicated that new orders expanded faster than output while inventories declined. Demand appeared to be running ahead of production, with declining inventories suggesting manufacturers may have been drawing down stock to help meet orders. When order books expand faster than production, companies often need to invest ahead of revenue realisation. Capacity, equipment and working capital typically have to come first.Frencken $Frencken(E28.SI)$ has just announced plans to raise S$100 million through a placement
$PLTR Surges 4.75% as AI and Defense Bets Regain Steam
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies(PLTR) Leaps +4.75% to $185.93: AI Momentum Reclaims $180, $207 Resistance in Sight 🚀📈 Latest Close Data: PLTR closed at $185.93 (+4.75%) on Aug 28, 2026, just 10.4% below its 52-week high of $207.52. Volume reached 40.74M shares (volume ratio 1.31), signaling strong accumulation. Core Market Drivers: Renewed AI-defense sentiment and institutional flows lifted PLTR, while Cantor Fitzgerald recently raised its PT from $138 to $156 (maintaining Neutral). BlackRock and Vanguard remain top holders, underscoring sticky institutional conviction. Technical Analysis: MACD turned positive at +2.18 (DIF 12.05 vs DEA 10.96), confirming a fresh bullish crossover. RSI(6) jumped to 73.01 — approaching ove
Hi Tigers Ready for a quick stock-spotting challenge? Watch the video carefully. Familiar products, apps, restaurants and buildings will appear along the way—but some clues disappear in seconds. How many companies did you spot, and how many stock tickers can you name? Disclaimer:Not financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary Authority of Singapore. All logos and trademarks in this advertisement are the property of their respective owners, and their use does not imply affiliation or endorsement by them. Tiger Brokers acknowledges that all intellectual property rights in the logos and trademarks are owned by their respective owners. 📢How to participate? Watch the video and count the companies you see. Take your own screenshot of the c
$CRM Climbs 22.58% on Raised Guidance and Anthropic AI Push
$Salesforce.com(CRM)$ $Salesforce (CRM) Surged +22.58% to $252.05: ClaudeForce AI Deal Shatters SaaSpocalypse Fears, $269 Resistance in Sight Latest Close Data: CRM closed at $252.05 on 2026-08-28, up +22.58% (+$46.43). The stock traded in an extreme range of $230.05–$254.48 (11.88% amplitude), now just 6.3% below its 52-week high of $269.11. Core Market Drivers: Q2 FY2027 results beat across the board—revenue $11.35B (+11% YoY), adjusted EPS $5.90 vs. consensus, and raised full-year guidance. The expanded Anthropic partnership to launch "ClaudeForce" directly countered the "SaaSpocalypse" narrative. The company also reported 87% YoY net income growth. Technical Analysis: Volume exploded to 55.52M shares (Volume Ratio 4.98x), confirming massive ins
$Texas Instruments(TXN)$ $Texas Instruments(TXN) +1.82%: Analog Giant Reclaims $266, Short Covering Fuels Breakout Toward $291 Resistance 🚀 Latest Close: $266.54 (+1.82%) on Aug 28, 2026. Still 20.2% below 52-week high of $334.03, but decisively above the Aug 26 support of $202.48. Core Market Drivers: Semis rebounded broadly after a brutal mid-August selloff. TXN's Q2 revenue grew 23% YoY to $5.46B with EPS of $2.14 smashing estimates. Multiple analysts raised targets post-earnings — Arete upgraded to Buy with a $405 PT, while KeyBanc lifted to $390. AI datacenter and automotive analog content remain key tailwinds. Technical Analysis: Volume at 5.60M shares (VR 1.10) confirms accumulation. MACD remains negative but DIF is curling sharply upward (-
$ORCL Gains 2.06% With Oracle's AI Ambitions Back in Focus
$Oracle(ORCL)$ $Oracle (ORCL) +2.06%: Cloud Recovery Momentum Builds, $154 Breakout Eyed as RSI Climbs 🚀 Latest Close: ORCL closed at $151.94 (+2.06%) on Aug 28, 2026, with volume of 30.25M shares (1.87x ratio). Price sits -56% below the 52-week high of $345.72, still in deep recovery territory. Pre-market Aug 27 was $152.20; after-hours $151.60. Core Market Drivers: Oracle's July 30 expansion of Google Cloud Gemini model collaboration continues to support OCI and enterprise AI narrative. Meanwhile, the stock has rebounded sharply from July 23's 52-week low of $120, up ~27% in five weeks, as AI capex return fears eased and Oracle's enterprise app + agentic AI positioning regained favor. Technical Analysis: MACD is firmly bullish with DIF at 1.669
$Ambarella(AMBA)$ $Ambarella, Inc.(AMBA) +2.18%: Edge AI Chipmaker Stabilizes Above $71, Bulls Eye $80 Resistance Reclaim 📈 Latest Close Data: Closed at $71.16 (+2.18%) on Aug 28, comfortably above yesterday’s $69.64. Intraday range $70.17–$72.22. Still ~26% below its 52-week high of $96.69. Core Market Drivers: AMBA is consolidating after its July surge on the Hanwha edge-AI deal worth >$800M potential revenue. Semiconductor peer sentiment remains mixed, but AMBA’s autonomous/robotics vision pipeline keeps institutional flows constructive. No fresh company-specific catalyst today. Technical Analysis: Volume at 0.7184M shares with volume ratio 0.83—below-average participation. RSI(6) recovered to 35.94 from oversold 23.30, signaling easing sell
$JMIA Rallies 3.51% as African E-Commerce Stocks Catch a Bid
$Jumia Technologies AG(JMIA)$ $Jumia Technologies AG (JMIA) +3.51% Bounce Off $6.83 Support — Short Squeeze Brewing as RSI Hits 73, $8.22 Resistance in Sight Latest Close Data: Jumia closed at $7.07 on August 28, up +3.51% (+$0.24), with intraday range of $6.83–$7.19. Price remains -52% below the 52-week high of $14.72, but has rebounded sharply off the 52-week low zone near $5.69. After-hours print: $7.01. Core Market Drivers: African e-commerce sentiment improved as Axian Telecom maintained its 9.8% strategic stake, signaling long-term conviction. Short volume ratio remains elevated at 20–25% over recent sessions, creating squeeze fuel. No major Jumia-specific news today, but risk-on flows into high-beta EM tech names supported the move. Technic
Color Legend 🔴 Red: Broke above/below the forecast range, or broke above/below the simulated strike alternative. 🟠 Orange: Briefly broke above/below the range, but closed within the strike range. I. This Week's Simulation Results: 3 Floating Profits TSLA Sell Put, 8/28 expiry at 336, entry price 1.44, current price 0.05 — profitable. GLD Sell Put, 9/18 expiry at 400, entry price 2.57, current price 2.41 — floating profit. COIN Sell Put, 9/4 expiry at 200, entry price 1.66, current price 0.61 — floating profit. Review: All three trades remain safe — TSLA is holding above 336, COIN above 200, and GLD above 400. The seller environment was favorable this week, supported by NVIDIA's earnings delivery and broad market stabilization. However, Jackson Hole (Warsh's debut) is the biggest variable t
From AI capex to AI revenue—the monetisation cycle is becoming clearer. 🔄 1️⃣ Hardware: NVIDIA supplies the GPUs and computing infrastructure needed to build AI capacity. Its latest results showed data-centre revenue reaching US$89 billion, up 117% year-on-year—evidence that infrastructure demand remains exceptionally strong. 2️⃣ Cloud: Microsoft, Amazon, Google and Oracle install these chips in data centres, then monetise them by renting AI computing power to developers and enterprises. 3️⃣ Software: Companies such as Salesforce use that cloud capacity to embed AI into real business workflows. Customers pay through subscriptions, AI add-ons and usage-based fees—turning computing power into recurring software revenue. 4️⃣ Security: As more applications and data move into AI environments, d
🪙 AI Software & Cybersecurity Stocks Surge: CRM +22.58%, CRWD +20.50% — What’s Driving the Rally?
Hi Tigers 🐯, AI software, cybersecurity and enterprise-tech stocks posted a powerful session, led by $Salesforce.com(CRM)$ +22.58%,$CrowdStrike Holdings, Inc.(CRWD)$ +20.50%, $Veeva(VEEV)$ +15.20%, $Synopsys(SNPS)$ +13.39% and $Palo Alto Networks(PANW)$ +12.83%. The rally was backed by a mix of earnings beats, stronger guidance, AI-related catalysts and higher trading volume. Technically, momentum has improved sharply across the group — although several names are now showing elevated RSI readings afte
[MUST READ] The Golden Rule of Survival: How to Calculate Position Size (The 1% Risk Rule)
Ask 100 new traders why they blew up their trading accounts, and 90 of them will say: "My strategy failed." If you look at their trade logs, that’s almost never true. They blew up because they had zero position sizing rules. On one trade they risked $10, and on the next trade they risked $300 because they "felt confident." Professional risk management isn't about avoiding losses—it's about making sure no single loss can ever knock you out of the game. Here is a step-by-step guide on how to calculate your exact position size before hitting Buy or Sell. The Big Misconception: Position Size = Risk Amount $SPDR S&P 500 ETF Trust(SPY)$ Most beginners confuse total position value with maximum risk: – Wrong Thinking: "I have a $1,000 account. I want
Jackson Hole 2026: Three Warsh Scenarios—and What They Mean for AI Stocks After Nvidia’s strong earnings reinforced confidence in AI demand, the market’s attention now shifts from corporate earnings to monetary policy. Federal Reserve Chair Kevin Warsh’s first Jackson Hole keynote could determine whether strong AI investment is viewed as: ✅ A productivity engine that allows faster, less inflationary growth or ⚠️ An investment boom that keeps demand and inflation too strong This distinction matters because technology companies face two opposing forces: * Strong AI capex supports semiconductor, cloud and software revenue. * Higher interest rates reduce technology valuations and increase financing costs. Here are my best, base and worst-case scenarios for the speech. ━━━━━━━━━━━━━━ CURRENT MA
🏆 AUGUST TAUGHT ME SOMETHING MORE IMPORTANT THAN PICKING THE RIGHT STOCK
If I judged August purely by my portfolio, it would be a pretty strange month to review. My positions were small. Some were short-lived. There were buys, sells, changes of plan and at least one period where I bought $BE and then watched it fluctuate like it had taken my purchase personally. 😂 But the biggest reason my portfolio looked the way it did had very little to do with the market. Real life happened. I needed access to money for personal circumstances, which meant selling investments earlier than I might otherwise have chosen. At first, that felt frustrating. We spend so much time talking about finding great companies, building conviction and holding for the long term. But August taught me something I think is just as important: Your investment strategy has to survive your real life
$Silvercorp Metals Inc(SVM)$ Revisit SVM, which is going from strength to strength. Despite silver price struggled overnight in US trading session, SVM was able to continue its strong march forward. In fact, upon hitting a recent low at $8.50, followed by a confirmation of inverted head and shoulders, the share price has not looked back. The main reason is linked to the recent backflow in interest in precious metals group in general. Gold has moved from $4000 to $4700 and silver from $55 to now finally assaulting $70 target 🎯. What a turnaround in a couple of weeks! As discussed in another article not long ago, there is a separate reason. SVM has over the years quietly transformed itself. It is no longer a China only silver mining company, neither