TSMC’s Next AI Tailwind? Higher Prices May Offset U.S. Expansion Costs
$Taiwan Semiconductor Manufacturing(TSM)$ just delivered another record quarter, but the bigger story may be what comes next. The company said overseas manufacturing—particularly its expanding U.S. footprint—will weigh on margins over the next several years. At the same time, reports indicate TSMC plans to raise foundry prices by up to 10% beginning in 2027. Taken together, the message is straightforward: higher costs are increasingly likely to be shared with customers rather than absorbed entirely by TSMC. U.S. expansion comes with a price TSMC continues to invest heavily outside Taiwan, including a major expansion in the United States. Management acknowledged that as these new fabs ramp up, gross margins are expected to face modes
🎉New US SDRs on SGX From 22 July: SpaceX, Sea, Grab
From 22 July, SpaceX ( $SpaceX US SDR 100to1(UXSD.SI)$ ), alongside Sea ( $Sea US SDR 50to1(UGGD.SI)$ ) and Grab ( $Grab US SDR 2to1(UGBD.SI)$ ), is available for trading on SGX via Singapore Depository Receipts (SDRs). These three US SDRs trade in board lots of 10 units, with minimum investment amounts estimated to be below S$30. The SpaceX US SDR has a 100:1 SDR-to-underlying share ratio, allowing investors to gain exposure to SpaceX at a fraction of the cost of purchasing a full US-listed share. SDRs are denominated in Singapore dollars and trade on SGX during local market hours. Learn more about SDRs here. Space Exploration Technologies Corp (
$MMM Surges 7.3%: Earnings Beat Puts New Highs Within Reach
$3M(MMM)$ $3M (MMM) Surged +7.32%: Q2 Earnings Beat Ignites Rally, Eyeing $177 Resistance 🚀 Latest Close Data: 📈 MMM closed at $170.76 on July 22, a robust +7.32% gain, just $6.65 (3.7%) below its 52-week high of $177.41. Core Market Drivers: 💪 1) Strong Q2 Results & Raised Guidance: The industrial giant reported Q2 adjusted EPS of $2.40, beating estimates and growing 11% YoY. It raised its full-year adjusted EPS guidance to $8.80-$8.95. 2) Strategic Shift: CEO Bill Brown highlighted a focus on high-growth, high-margin segments like data centers and fire safety, with over 350 new products planned for 2026. Technical Analysis: 📊 The surge was backed by heavy volume (11M shares, 3.17x ratio), confirming bullish conviction. RSI (6) at 79.4 indicat
AI Infrastructure Boom Keeps $AMD in the Fast Lane
$Advanced Micro Devices(AMD)$ $Advanced Micro Devices (AMD) Soars +8.11%: AI Chip Giant Breaks $530 Resistance, Eyes $550+ 🚀 Latest Close Data: 📈 AMD closed at $544.43 on 2026-07-22, surging +8.11% and now sits ~$40.3 below its 52-week high of $584.73. Core Market Drivers: The rally is fueled by positive AI infrastructure sentiment and strong institutional demand. The stock is benefiting from the broader semiconductor sector strength and anticipation around next-gen AI chip cycles. Technical Analysis: 📊 Volume was robust at 29.0M shares (Volume Ratio: 1.10). The RSI(6) jumped to 59.11, exiting oversold territory and showing strong buying momentum. The MACD histogram improved to -10.79, indicating bearish momentum is decelerating, though a full bull
🎁What the Tigers Say | 🤔 𝗖an 𝗚oogle's 𝗔𝗜 𝗦pend 𝗣ay 𝗢ff?
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 All eyes are on $Alphabet(GOOG)$ this week, with Q2 earnings due after the close on July 22 set to test whether its enormous AI spending — capex guided to roughly $175–$190 billion for 2026 — can finally show up in cloud growth and cash flow, while a fresh memory-stock rebound across Asia hangs on the same print. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @TigerOptions, @Young on stocks, and
Macro Weekly Strategy: U.S. Stocks May Have Weathered the Worst — Don't Miss the Gold Rebound
Last week U.S. equities posted a weekly decline: the S&P 500 ETF (SPY) fell 1.54% for the week, but sector performance diverged sharply. Energy rose 4.72%, leading the entire market; Real Estate, Consumer and Financials also gained; Technology plunged more than 5%, becoming the main drag on the index. Capital is rotating out of high-valuation sectors into Energy, Real Estate and defensive sectors in search of internal rebalancing — and the sectors that had been leading are starting to loosen. $Invesco QQQ(QQQ)$$NASDAQ(.IXIC)$$E-mini Nasdaq 100 - main 2609(NQmain)$
$Ambarella(AMBA)$ $Ambarella, Inc. (AMBA) Soars +8.52%: Edge AI Leader Reclaims $71 Level Amid Sector Rally 📈 Latest Close Data 🗓️ Closed at $71.30 on 2026-07-22, surging +8.52%. The stock is now ~25% below its 52-week high of $96.69. Core Market Drivers ⚙️ Sector-Wide Strength: The entire semiconductor sector rallied sharply, with peers like Micron (+12.37%) and Intel (+8.71%) leading the charge. 📊 Edge AI Momentum: AMBA, as a leader in low-power edge AI chips, benefits from accelerating industry trends toward real-time computing in robotics, smart vehicles, and industrial inspection. 🤖 Technical Analysis 📉 Volume: Trading volume of 1.97M shares indicates solid participation in the rally. The Volume Ratio of 1.27 confirms above-average buying int
$Intel(INTC)$ $Intel Corp. (INTC) Surges +8.64%: Rebound From Oversold, Targets $117 Resistance 🚀 Latest Close Data: 📊 Price: $105.45 (as of 2026-07-22) Change: +$8.39 (+8.64%) Distance to 52-Week High: -$36.90 (-25.9%) Core Market Drivers: 💡 Intel's stock surged on a strong rebound day. Key drivers likely include a broader tech sector recovery and recent reports of strategic restructuring, such as potential data center group layoffs to streamline costs, as reported by Business Insider. This aligns with the company's ongoing efforts to improve operational efficiency amid competitive pressures. Technical Analysis: 📈 Volume was robust at 105M shares. The 6-day RSI jumped to 49.37, indicating a swift move out of oversold territory (previous close at
$Tesla Motors(TSLA)$ used to be the headline act of every earnings season. Investors watched every delivery number, every margin update, and every comment from Elon Musk. The stock was known for its ability to move sharply on even small changes in expectations. But the spotlight has shifted. With $SpaceX(SPCX)$ becoming a major market focus after its public debut, Tesla is no longer the only Musk-related asset attracting investor attention. At the same time, the stock has lagged behind major AI infrastructure names such as $Microsoft(MSFT)$ and $Meta Platforms,
$Micron Technology(MU)$ $Micron Technology, Inc.(MU) Soars +12.17%: Tech Titan Breaks Through $965, $1000+ Target in Sight 🚀 Latest Close Data As of 2026-07-22, MU closed at $970.82, surging +12.17% ($105.36). It's now 22.7% below its 52-week high of $1,255.00. Core Market Drivers The stock's surge coincides with news that Micron plans to invest up to $3 billion in the U.S. semiconductor supply chain, reinforcing its strategic positioning amid domestic manufacturing incentives. 💰 However, the broader market shows caution, with significant institutional put options (bearish bets) being placed on MU recently, indicating a split in sentiment between long-term growth and short-term volatility fears. Technical Analysis 📈 Volume was robust at 49.37M share
[Live With Ross] The Macro Playbook: Korea, the Memory Super-Cycle & the H2 2026 AI Outlook
The AI infrastructure build-out has quietly rewired global markets. Memory pricing has gone vertical — DDR5 has roughly 5x'd off its 2025 base — while optical networking names now trade at record valuation multiples . At the same time, Korea's KOSPI has surged to record highs on a wave of domestic buy-on-dip flow, even as its forward P/E sits near cycle lows. The signal underneath all of it is the same: this is a capital-intensity super-cycle, and it's still early. We're bringing in Ross Dong, Founder of Gongxing Academy (躬行学堂) and Partner at Morning Cloud Asset Management, to unpack how these macro forces connect — and where the next winners sit. 📅 Date: July 23, 2026 ⏰ Time: 20:00–21:00 SGT 🔗 Register:
$Western Digital(WDC)$ $Western Digital Corp. (WDC) Surges +12.51%: AI Storage Play Breaks Key Pivot, Eyes $600 Zone 🚀 Latest Close Data 📈 WDC closed at $548.39 on 2026-07-22, a significant jump of +12.51% (+$60.97). The stock reached an intraday high of $553.63, approaching its recent resistance zone. Core Market Drivers 🧠 The surge is fueled by the broader AI-driven demand for high-performance storage solutions. Positive sentiment from competitor earnings (e.g., Jiangbolong's strong H1 2026 profit forecast) highlights the robust sector outlook, supporting WDC's momentum as a key player. Technical Analysis 🔍 Volume was strong at 7.45M shares, confirming buyer interest. The RSI(6) spiked to 54.69, moving out of oversold territory and indicating bui
$Tesla Motors(TSLA)$ Tesla reports Q2 2026 earnings after the market closes today (July 22). While the headline EPS and revenue numbers matter, analysts agree that this is one of the most important “guidance” quarters in Tesla’s history. The market is increasingly valuing Tesla as an AI and robotics company rather than purely an EV manufacturer. Tesla already surprised the market with much stronger-than-expected deliveries of 480,126 vehicle. If margins come in above expectations, investors may conclude Tesla’s profitability has bottomed. Analysts expect automotive gross margin around 18%, slightly below last quarter. Some analysts expect Tesla to report its first quarterly negative free cash flow in more than two years be
From Bitcoin Miner to AI Superpower: Is Iren A Buy After A USD 2.8 billion Win?
🌟🌟🌟The artificial intelligence boom has created a new market powerhouse $IREN Ltd(IREN)$ Iren saw its stock price jumped 19.5% in a single day after announcing a huge USD 2.8 billion haul in new AI cloud contracts. For everyday investors like me, this proves that the global demand for AI computer power is growing at an unstoppable pace. What Does Iren Actually Do? For new investors who may not be familiar with Iren, this company builds and runs the heavy duty physical engine behind the AI revolution. Iren started out as a Bitcoin mining business which required them to build massive, highly advanced data centers with access to enormous amounts of cheap, renewable energy. Realising that AI companies despera
I think $SpaceX(SPCX)$ still has further room to fall. On August 4, SpaceX will release its Q2 earnings report. Two days later, 910 million shares, valued at approximately $112.5 billion, will become available for trading. After that, more restricted shares will gradually become eligible for sale. By the end of this year, $SpaceX(SPCX)$ tradable shares are expected to increase from the current 639 million to 5.33 billion. Elon Musk owns 60% of SpaceX's equity. Since the lock-up period for his shares expires one year after the IPO, he is not expected to reduce his stake once the lock-up expires. The upcoming wave of lock-up expirations has encouraged investors to aggressivel
$DDOG Breakout Watch: High RVOL or Risk Becoming the Next $DELL
Stalk $Datadog(DDOG)$ (The More Eyes, the Higher the RVOL Required) There are a lot of eyes on this setup. When a breakout becomes obviousto everyone, it often turns into a liquidity event for institutions todistribute into retail buying. Without exceptional RVOL confirminginstitutional demand, the breakout has a much higher chance of failing. For names like this, I want to see meaningfully elevated RVOL beforeconsidering an entry. Otherwise, it risks becoming another DELL, anattractive looking breakout that repeatedly traps late buyers. It was a total of 3 stop loss in a week for anyone married to $Dell Technologies Inc.(DELL)$ setup. PS: DDOG could easily become another DELL if you don't use some form o
I'm bullish on $Tesla Motors(TSLA)$going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati
GOOD NEWS 🚨 Following the greenlight from Ashok Elluswamy, Tesla is officially pushing FSD V14 Lite to HW3 vehicles outside of the early access group—the wider public rollout has finally begun 🔥 For anyone stuck on the v12.6 branch for the past year, this is the massive upgrade you've been waiting for. Tesla managed to "distill" the newer HW4 driving behavior to fit the HW3 architecture, and early feedback has been incredible. Here is what HW3 owners can expect from this highly anticipated release: ✅ Testers are reporting an enormous jump from v12.6, noting that the car feels like it grew a "new brain" overnight with smoothness, precision, and decision-making remarkably close to the HW4 stack. ✅ Hesitant and unnecessary lane changes are gone. The system now makes much smarter, calculated c
The rally appears to be driven by a fundamental improvement, but a 19.6% one-day gain likely also reflects sentiment and momentum. Why this is more than just hype: US$2.8 billion of new multi-year AI cloud contracts is tangible business, not merely an AI announcement. IREN increased its 2026 AI Cloud annualised run-rate revenue target from US$3.7 billion to over US$4 billion, with about 85% of that target already under contract, giving investors much better revenue visibility. The customer list includes major names such as Microsoft, NVIDIA, Perplexity, Together AI, Figure AI and Fluidstack, suggesting demand comes from credible counterparties rather than speculative startups. Around 45% of GPU capital expenditure for recent deployments is covered by customer prepayments,