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322
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DengDeng
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05:02
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203
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SarahDeeDee
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06:14
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281
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Soyabean89
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08:47
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435
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SGX_Stars
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08-06 19:00
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290
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Shernice軒嬣 2000
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08-06 20:55

Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash

New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$   and $SanDisk Corp.(SNDK)$  Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c
Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash
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220
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PawsAndProfits
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08-06 20:30

AMD, Bear or Bull?

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Advanced Micro Devices(AMD)$   So AMD is definitely the highlight of the trading news I receive. 3 bears and 6 bulls. What are your thoughts? Share your opinions in the comments section. =D @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  
AMD, Bear or Bull?
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7.79K
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YXT
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08-06 20:05

From Skills Competition to AI Training Ground: YXT Powers Tims’ Intelligent Productivity Journey

Tims China, a coffee chain with more than 1,000 stores, recently held its nationwide skills competition, integrating AI-powered role-play and intelligent learning capabilities from Radnova, operated by YXT.com Group Holding Limited ( $云学堂(YXT)$ ), throughout the preparation process. By bringing AI into employee training, competency assessment and knowledge capture, the competition evolved from a one-off skills event into a broader organizational capability-building initiative spanning Tims’ nationwide store network. For large chain businesses, rapid expansion brings a familiar set of challenges: how to maintain consistent service standards across locations, and how to replicate the experience of top performers across a growing workforce. Traditiona
From Skills Competition to AI Training Ground: YXT Powers Tims’ Intelligent Productivity Journey
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558
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daz999999999
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08-06 20:45

Palantir (PLTR) Overvalued Hold / Buy Market Expectations

$Palantir Technologies Inc.(PLTR)$   The Palantir stock price declined by -2.60% on the last trading day (Wednesday, 5th Aug 2026), dropping from $162.66 to $158.43.  Throughout the last trading session, the stock experienced a fluctuation of 4.92%, with a low of $158.27 and a high of $166.06. The price has decreased in 6 out of the last 10 days, yet it remains up by 27.18% over the last 2 weeks.  Notably, volume decreased on the last day alongside the stock price, which is generally a positive indicator since volume should correspond with price movements. On the last day, trading volume fell by -111 million shares, resulting in a total of 61 million shares traded, amounting to approximately $9.71 bil
Palantir (PLTR) Overvalued Hold / Buy Market Expectations
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165
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Adz5150
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08-06 22:53

📉 AMD Beat the Numbers but Lost the Narrative - What Must Happen Before I Add?

$Advanced Micro Devices(AMD)$ As a small AMD shareholder, I am not panicking, not only for my small margin.. or after the post-earnings sell-off but I am also not treating every red candle as an automatic buying opportunity. AMD’s second quarter results were objectively strong. Revenue reached a record $11.54 billion, rising 50% year over year and 13% sequentially. Non-GAAP earnings came in at $1.66 per share, non-GAAP operating margin expanded to 27%, and Data Center revenue surged 107% to approximately $6.7 billion. Data Center alone represented 58% of AMD’s total quarterly revenue. AMD also guided for third-quarter revenue of approximately $13 billion, plus or minus $300 million, representing roughly 41% annual growth and another 13% sequential increase at the midpoint. Its expecte
📉 AMD Beat the Numbers but Lost the Narrative - What Must Happen Before I Add?
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101
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PawsAndProfits
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02:49

Filled trades for today (06 August 2026)

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Zillow(Z)$  $Paramount Skydance Corp(PSKY)$  $Robinhood(HOOD)$  $Exxon Mobil(XOM)$  $Apple(AAPL)$   New trades Closed trades @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  
Filled trades for today (06 August 2026)
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230
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koolgal
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08:08

SGX FY2026 Earnings: A Bumper Dividend Bonanza!

🌟🌟🌟$SGX(S68.SI)$  is an absolute high conviction Buy.  Its full year FY2026 earnings report was released yesterday on 6 August 2026 which completely shattered expectations.  The market had feared stagnant equity volumes but the SGX Group delivered a legendary exceptional year, unlocking unprecedented cash flows and sending an undeniable signal that the Singapore market revival is firing on all cylinders. SGX Record Breaking Results  All Time High Earnings: Adjusted Net Profit skyrocketed by an incredible 24.6% year on year to SGD 759.5 million.  This is the highest revenue and profit since SGX listed. The Revenue Surge: Group Net Revenue climbed 13.9% to an all time high of SGD 1.5 billion. 
SGX FY2026 Earnings: A Bumper Dividend Bonanza!
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102
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AfraSimon
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08:37

$MRDN's Management Shake-Up Is a Positive, Not a Negative

$Meridian Hldg(MRDN)$ announced three major leadership changes: Zoran Milošević, CEO of Meridianbet, has been appointed Group CEO. William Scott, the interim CEO, will transition to Chief Financial Officer while remaining Chairman. Rich Christensen will step down as CFO. At first glance, management changes can create uncertainty. In this case, however, the moves appear to strengthen the company's execution as it enters its next phase of growth. Zoran Milošević Is the Right CEO for the Next Chapter Zoran joined Meridian in 2003 with a background in industrial engineering and has spent more than two decades building the business. Throughout his career, he has worked across marketing, risk management, and business development before becoming CEO of M
$MRDN's Management Shake-Up Is a Positive, Not a Negative
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Optionspuppy
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08:27

SG61 Trading Arena for SGX Listed Securities!

🥇 My Gold Covered Call Strategy: How I Earn Income Even When Gold Falls For many investors, gold is seen as a safe-haven asset that protects wealth during uncertain times. While many people simply buy gold and hope the price rises, I prefer to make my investment work harder by using a covered call strategy. This approach allows me to generate additional income while holding my gold ETF, even during periods when gold prices move sideways or decline. Recently, gold experienced a sharp correction. After reaching around 4,800, it fell back to around 4,000. Despite this decline, my portfolio still managed to remain slightly profitable because of the option premiums I collected from selling covered calls. This experience reinforced why I believe covered calls are an excellent strategy for long-t
SG61 Trading Arena for SGX Listed Securities!
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daz999999999
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09:00

Apple (AAPL) : Ahead Of The Curve, Trouble Coming, $339 Target

$Apple(AAPL)$   Summary Apple Inc. receives a Hold rating with a $339 price target, reflecting concerns over valuation versus mega-cap peers. Despite strong Q3 results and robust Services growth, AAPL's premium multiple is not justified by near-term ROIC or EPS growth. iPhone and Services segments drive top-line potential, but margin pressures and high R&D investment limit operating leverage. AI execution and supply chain constraints are key risks; I prefer to await a more attractive entry point for AAPL. Apple Inc. (AAPL) was hit hard after fiscal Q3 earnings last week, and despite what seemed to be a good set of results, the market responded with a considerably negative reaction. While dips seem to be kee
Apple (AAPL) : Ahead Of The Curve, Trouble Coming, $339 Target
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Tiger_SG
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09:11

🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?

Campaign Period: Aug 7--Aug 16 [Heart]Hi Tigers! Over the past month, global stock markets have suffered a significant decline. South Korea’s KOSPI Index fell 43.9%, while the $ChiNext(399006)$dropped more than 27.9%. Although the U.S. $NASDAQ(.IXIC)$ plunged by only 10.2%, tech stocks suffered sharp declines: $Micron Technology(MU)$ plummeted 41.2%, $SanDisk Corp.(SNDK)$ dropped 57.6%, and $SpaceX(SPCX)$ fell 52.6%. The AI rally has hit a roadblock, triggering a heated debate in the market over the
🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?
TOP北极篂: #Reward: Tech Stocks: Buy the Dip or Out? In the past month, global technology stocks have undergone a round of drastic adjustment. The Korean Composite Stock Price Index was once pullback/retracement by 43.9%, and the GEM 200 Index fell by more than 27.9%. Although the Nasdaq (. IXIC) in the United States only fell by about 10%, the real lethality was concentrated in the AI industry chain. $Micron Technology (MU) $ once fell 41.2%, $SanDisk (SNDK) $ plunged 57.6%, and SpaceX once fell more than 50%. Many investors began to wonder: Is the AI bull market over? My answer is: I think this is more like a round of valuation bubbles being compressed than an AI industry bubble bursting. What really ends is the era when the market is willing to pay for "expectations" indefinitely; What really begins is a new stage in which the ability to realize the performance determines the stock price. In the past two years, AI has almost become the strongest narrative in the capital market. As long as it is related to AI, the valuation will continue to improve, and many companies' stock prices will continue to hit new highs even if their profits do not grow simultaneously. This rise essentially contains a lot of growth expectations for the next few years. Once the market begins to worry about the return on capital expenditure, the prolonged AI investment cycle of enterprises, and even the fluctuation of DRAM prices, highly valued stocks will naturally be the first to encounter cash in funds. Recent market concerns about $SK Hynix (SKHY) $ are a typical case. The downgrade by the investment bank, not because there is no demand for HBM, but because the lower-than-expected DRAM price, coupled with limited disclosure of long-term supply agreements, has made the market begin to reassess future profit sustainability. This shows that the market's focus has shifted from "whether there is an AI story" to "whether profits can continue to be realized". On the other hand, Huang Renxun is still firmly optimistic about the growth space of the semiconductor industry in the next five years, and believes that the whole industry scale still has 5 to 10 times expansion potential. I think this is not blind optimism, but based on the continuous growth of AI computing power demand. From the perspective of the capital expenditure of global cloud computing vendors, whether it is training large models, enterprise AI deployment, or data center upgrading, the infrastructure requirements such as high-performance GPU, high-bandwidth storage (HBM), high-speed network, and advanced packaging have not stopped because of the decline of stock prices. What's really changed is the way capital markets give these companies valuations. So I wouldn't simply see this plunge as an opportunity for "full bargain hunting". ** Investment should not only look at the decline, but also the value. ** If an enterprise only relies on the concept of AI to support its valuation, but it can't be converted into profit for a long time, then even if the stock price is halved, it may not be cheap; On the contrary, if an enterprise has continuous R&D capabilities, industry leadership, healthy cash flow and a clear profit growth path, then short-term adjustment may provide a more reasonable buying point. In the next half year, I think tech stocks will remain high in volatility. On the one hand, the market will continue to pay attention to the Fed's policies, global economic growth and corporate capital expenditure; On the other hand, the AI industry chain will enter the stage of verifying profit realization. $Micron Technology(MU)$
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PeterDiCarlo
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09:03

$SOUN $APP $COHR Stocks at Key Inflection Points

A few names on my radar right now... 🚀 $SoundHound AI Inc(SOUN)$ Up 11% today and still sitting in what I view as a smart money discount zone. We rode the last major move from March 2025 to October 2025. Now I'm watching for confirmation on what could become the next 6-month trend. ✅ $Kratos Defense & Security Solutions(KTOS)$ Already up 25% since we first highlighted it. Well done to everyone who followed the plan and stayed disciplined. 🔥 $Coherent(COHR)$ Shared with subscribers just last week. The stock is now up 40%. Could it eventually revisit all-time highs? Absolutely. But a 40% gain in a week is exceptional. There's nothing wrong with locking in some
$SOUN $APP $COHR Stocks at Key Inflection Points
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259
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Travis Hoium
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08:15

Uber's Misunderstood Growth

Don’t be fooled by the market’s reaction; $Uber(UBER)$ ( ▲ 3.36% ) had an outstanding second quarter. Monthly active customers jumped 16%, trips were up 18%, and gross bookings were up 22%. So, if trips and bookings were so strong, why was revenue only up 12.2% (11% on a constant currency basis)? And is that what the market was disappointed by? Part of the answer lies in a contra-revenue charge in the U.K. that I’ll explain below. What’s more important for long-term investors is the operating profit line, which continues to improve. Or you could look at operating and free cash flow, which are both trending higher. By the way, Uber trades for just 14x free cash flow at this point. And despite all of this improvement in operations, Uber’s stock trad
Uber's Misunderstood Growth
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296
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Travis Hoium
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08:34

Zillow Feels a Lot Like Spotify Did in 2023

The market still isn't convinced, but the business is quietly improving. $Zillow(Z)$ just delivered 18% revenue growth, despite one of the weakest U.S. housing markets in years. The real story isn't home sales. It's the ecosystem. Residential revenue: +7% Rentals: +31% Mortgages: +75% Rentals are becoming Zillow's biggest growth engine, while its expanding mortgage business is strengthening customer lock-in. Together, they make the platform more valuable even when housing transactions remain sluggish. Meanwhile, management has announced layoffs, suggesting operating leverage could improve as costs come down. This setup feels familiar. Back in 2023, many investors dismissed $Spotify Technology S.A.(SPOT)$ . T
Zillow Feels a Lot Like Spotify Did in 2023
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121
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Michael Esther
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08:27

SPY Above 775 or Risk 765?

$SPDR S&P 500 ETF Trust(SPY)$ SPY: 770.82 🔴 Major Support: 775 Major Resistance: 780, then 785 Market Structure SPY is trading below the major 775 gamma cluster, putting the market in a more cautious environment. Dealers still have meaningful positive gamma above spot, but until 775 is reclaimed, expect resistance on rallies and higher intraday volatility. Key Levels 🟢 775 – Primary pivot and strongest near-term gamma support/resistance. Reclaiming it shifts control back to bulls. 🟢 780 – First major upside target. Large call positioning makes this the next resistance. 🟢 785 – Strong overhead call wall with heavy positive gamma. Likely profit-taking area if reached. 🔴 770 – Immediate support. Losing this level increases downside pressure. Tradi
SPY Above 775 or Risk 765?
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SmartReversals
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08:20

Taking a Breather After a Strong Rally

The $S&P 500(.SPX)$ traded in a narrow range, respecting the daily levels shared yesterday. The 7,745 central daily level acted as anticipated resistance signaling weakness since yesterday. From there, the index moved sideways down to the first daily support at 7,697. Energy prices surged today since markets faced a renewed wave of caution as geopolitical negotiations hit temporary stops (as anticipated during the weekend, Geopolitics is the constant question mark in the market today). On the other hand, economic data showed this morning a slight rise in weekly U.S. unemployment claims, tomorrow the July employment report will be released early in the morning. Opening reversals remained a theme today. $Micr
Taking a Breather After a Strong Rally
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