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08-03
Apple Wrote the Cheque. The Market Won't Let Micron Cash It.
$Apple(AAPL)$ fell 7.35 per cent on Friday, the only mega-cap to drop hard. The same day, $Amazon.com(AMZN)$ rose 15.32 per cent and $Alphabet(GOOG)$ 6.88 per cent. I left a question hanging last time. Tim Cook's line — memory is tight, it will hit next quarter — went into Apple's guidance, and it went into somebody's revenue too. Friday answered. It answered half. Apple's column got copied down; the column belonging to whoever collects the money got rubbed out. $Micron Technology(MU)$ -5.90%, $SanDisk Cor
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08-03
Trading Strategies: SPCX& AMD
Hello everyone! Today i want to share some trading ideas with you! 1 The fact that $Advanced Micro Devices(AMD)$ price is this high and $NVIDIA(NVDA)$ price is not is just disgustingly disrespectful to NVDA! Gonna write puts on AMD, Aug 21 expiry, put strike at 300 or lower. There is no strong volume support levels until AMD gets down into the 260 to 190 range. 2 No one knows where bottom support is on $SpaceX(SPCX)$ since it just IPOed and price discovery has to happen to find downside support. We may see that happen this week for earnings ... who knows. 🤷🏻♂️ Currently got a 105/90 put credit spread in play and am
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08-03
$CELH Enters Smart Money Zone, $TSLA Targets $300, $SPY Pullback Still in Play
The best trade isn't always the strongest chart. Sometimes it's buying quality in a discount zone. Sometimes it's waiting. And sometimes it's simply holding your conviction through volatility. Here's my current view on $CELH, $ALAB, $TSLA, and $SPY. 1. $Celsius Holdings, Inc.(CELH)$ $CELH is back in smart money discount pricing. 65% of the time big players step in right now I’m looking for a move back toward $60 over the next year. 2. $Astera Labs, Inc.(ALAB)$ $ALAB still looks like redistribution. We could see some short term bounces in the coming months, but I’d rather wait for price to drift back into a clear discount zone. The last two times it did, we saw massive moves off the smart money area. 3.
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08-03
$IREN Holds Key Support, $CIFR Eyes $16, $MRVL Still Waits for a Better Entry
Not every bullish chart deserves to be bought immediately. Some stocks are holding key support, others are approaching attractive entry zones, while a few still need more time before the risk-reward makes sense. Here's how I'm viewing $IREN, $CIFR, and $MRVL heading into August. 1. $IREN Ltd(IREN)$ $IREN short term structure still looks bullish. Price held last week’s swing low and bounced. Now we see if that level can hold into August. While this short term structure holds, I expect a break to the highs. If we sweep that low, I expect price to redistribute toward $20. 2. $Cipher Mining Inc.(CIFR)$ $CIFR still holding bullish structure. I would be a buyer around $16 if we get the pullback. 3.
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08-03
OUST Estimate: What's the EBITDA Margins?
Here's my 2030 $Ouster Inc.(OUST)$ estimate: -> $950M in revenue in 2030 (41% CAGR from today / midpoint of management guidance). -> 35% EBITDA margins (bull case) -> $330M in EBITDA -> 30% EBITDA margins (base case) -> $285M in EBITDA -> $330M in EBITDA multiplied by 30x EBITDA (bull case) gives us a $9.9B EV (vs $2.4B today) -> $285M in EBITDA multiplied by 25x EBITDA (base case) gives us a $7.1B EV (vs $2.4B today).
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08-03
【Live Recap 2】Investing in AI Through SGX with Kenny Loh — The Picks-and-Shovels Playbook
Speaker: @Kenny_Loh (SGX Academy Trainer, Wealth Advisory Director, Founder of REITsavvy.com) Live Date: July 29, 2026 (Review Link>>) In this livestream, Kenny Loh mapped the global AI value chain and showed exactly where SGX-listed names sit within it — from semiconductor hardware to data centre REITs — before widening the lens to how investors can structure global AI exposure across public markets, private funds, and ETFs. Want a deeper dive? We broke this session down into 4 full recap articles, each covering a different piece of the puzzle>
TOP北极篂: I agree with the "Pick & Shovel" investment logic put forward by Kenny Loh, because the real money is not necessarily the AI application standing in front of the stage, but the enterprises providing chips, equipment, testing, data centers, power and heat dissipation infrastructure behind it. Without these underlying constructions, no matter how powerful the AI model is, it can't work. Therefore, I see the development of AI more like a long-term industrial upgrade than a short-lived dot-com bubble.
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08-03
【Live Recap 1】From AI Hype to AI Impact with Kenny Tay — Why Most Are Stuck at the Pilot Stage
Speaker: Kenny Tay (CEO of Singapore AI Association & Founder of AI49) Live Date: July 29, 2026 (Review Link>>) In this livestream, Kenny Tay unpacked why the real AI question in 2026 isn't whether to adopt it, but how to turn adoption into measurable business impact — walking through the industrial shift AI represents, the adoption gap holding most organisations back, the capabilities that separate AI-ready companies from the rest, and Singapore's own positioning in the global AI race. Want a deeper dive? We broke this session down into 4 full recap articles, each covering a different piece of the puzzle>
TOPAfter reading Kenny Tay's sharing, my biggest feeling is that what really widen the gap in the AI era is no longer who came into contact with AI first, but who can truly integrate AI into business processes and continuously create business value.
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08-03
US market rally to Earnings or Econ data ?
Will you be surprised to learn that US market actually rose to close off July 2026 ? I was. For the week ending 31 Jul 2026, all 3 composite indexes rose ending the week on a ‘high’. (see below) For the week: DJIA: +1.04% (+311.31 to 52,485.03). S&P 500: +1.05% (+25.52 to 7,489.72). Nasdaq: +1.59% (+137.67 to 25,373.85). Key Factors. Key factors that impacted US market included: (1) Tech titans’ quarterly earnings. 4 of 7 "Mag 7" members namely, $Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$, $Amazon.com(AMZN)$ and $Apple(AAPL)$ all reported earnings within a 48-hour window. MSFT & AMZN supported the market, whi
TOPOne hour into Monday's trading, all 3 composite indexes are 'thriving', striking gains of more than +1.0% (see attached). Despite the welcoming news, when I look at my holdings, it translated to a mere +$720 only. Need to find out why ?
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08-03
Weekly：Stocks Rebound, Fed Dissents, Yields Hit 2007 Highs, Earnings Crush
Last Week's Recap Market Digest: Stocks Rebound, Fed Dissents, Yields Hit 2007 Highs, Earnings Crush Inching back up — Strong earnings lifted the three major U.S. indexes to gains of 1% to nearly 2%, largely offsetting the prior week's modest declines. All three remained below record levels set over the past two months. Fed dissents — Stocks fell sharply Wednesday as medium- to long-term yields surged post-FOMC. The Fed held rates steady, but three voting members dissented, preferring to lift rates. Historically high yields — 30-year Treasury yield climbed above 5.20% Wednesday (near highest since 2007), reaching 5.25% by Friday. The 10-year rose to 4.71%, highest in 18+ months. Earnings surge — S&P 500 Q2 earnings growth forecast jumped to 47.4% (from 38.0%), per FactSet—if realized,
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08-03
SOFI, ASTS, SMCI, SLV& GLD Enjoy Great Potential to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 $SPDR Gold ETF(GLD)$Doji at the November 2024 pivot VWAP zone on the monthly candle chart. 2 $iShares Silver Trust(SLV)$ Doji monthly candle at the October 2023 pivot VWAP zone. 3 $SUPER MICRO COMPUTER INC(SMCI)$Still holding the long-term trend. 4 $AST SpaceMobile, Inc.(ASTS)$Held up right where it needed to in July. 5 $SoFi Technologies Inc.(SOFI)$ Massive head and shoulders setup. Does the volume shelf save the day?
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08-03
GOLD: The Candlestick Chart Shows a Wide-range Consolidation at High Levels
Hello everyone! Today i want to share some macro analysis with you! 1 Technical Analysis: On the H1 chart for gold, the candlestick chart shows a wide-range consolidation at high levels! Price Structure (Range-Bound Trading): Judging from the overall trend recently (from late July to present), gold has been trading sideways within a clearly defined wide trading range. Upper Resistance Zone: Main resistance is found at 4100 – 4144 (near the plateau high shown in the chart). Support Zone: There is extremely strong buying support near 4000 – 4022 (where the price has bounced off the bottom multiple times). Since neither bullish nor bearish momentum has achieved a structural breakout today, the price is highly likely to continue consolidating and adjusting within the core range of 4030 – 4100,
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08-03
ORCL, V, BE, RIVN& TLT Enjoy Great Rebound Now?
Hello everyone! Today i want to share some technical analysis with you! 1 🚨 Bond prices are breaking down to levels not seen since 2004 as the market abandons hopes of near-term rate cuts by the Fed 😬 $iShares 20+ Year Treasury Bond ETF(TLT)$ 2 Fewer red streaks and longer green ones since the bottom in 2024 👀 $Rivian Automotive, Inc.(RIVN)$ 3 Right as one of the largest leveraged buyers is forced to sell most of his position, $Bloom Energy Corp(BE)$ looks to carve a bottom... 🌶️ 4 Drawing interest $Visa(V)$ 5 The last 4 times Oracle
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08-03
$SMH Nears $504 Support, $AMD Faces Earnings, $AAPL Tries to Repair a Broken Trend
Three charts caught my attention heading into this week. The semiconductor trade is approaching another key test, while $AAPL is beginning to show signs of a longer rebuilding phase after its recent reversal. Here's what I'm watching on $SMH, $AMD, and $AAPL. 1. $VanEck Semiconductor ETF(SMH)$ Price action reversed on Friday from the 20 day moving average for the third time recently. If the move repeats its previous sequence, the lower Bollinger Band is the destination once again, resting today at $504. Different this time? 2. $Advanced Micro Devices(AMD)$ AMD earnings this week. The rally faded last Friday when the price faced rejection at the 20 daily moving average. Decline to the lower band and bounce a
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08-03
$Amazon.com(AMZN)$ Amazon rose strongly last week mainly because its quarterly earnings were much better than investors expected, especially in its cloud and AI businesses. The biggest reasons were: * AWS (Amazon Web Services) accelerated growth. AWS revenue increased 37% year-over-year, its fastest growth in more than four years. This reassured investors that Amazon is benefiting from the AI boom. * AI demand remains very strong. CEO Andy Jassy said demand for AI infrastructure continues to exceed Amazon’s available capacity, and the company increased its planned AI and data center investment for the year. Investors interpreted this as confidence in future growth rather than a warning. * Earnings beat expectations by a wide margin. Amazon reporte
TOP37% AWS growth is the part I'd trust most. A pullback can happen, but this doesn't look like just multiple stretch
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08-03
AMD Fiscal Q2 2026 Earnings Preview: AI Accelerator Expansion, Data Center Dominance, and Short-Term Trading Setup
$Advanced Micro Devices(AMD)$ reports its fiscal Q2 2026 financial results on Tuesday, August 4, 2026, after the market close (AMC). Driven by escalating demand for AI server processors and enterprise infrastructure, AMD enters this print following a strong Q1 performance. Here is a comprehensive preview of expectations, core metrics to track, and short-term trading setups around the release. Wall Street Expectations & Guidance Baseline Key Metrics Investors Should Watch A. Data Center & AI Accelerator Ramp (The Main Engine) Instinct AI GPU Revenue & Commitments: Look for commentary on shipments of the Instinct MI325X / MI355X series and early deployment progress on custom silicon initiatives (such as Meta's multi-gigawatt engagement wi
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08-02
Calm After the Storm?
The final week of July 2026 was a dramatic, high-stakes rollercoaster on Wall Street as expected. After navigating sharp sector swings, a highly divided Federal Reserve meeting, and heavy macroeconomic data, a late-week short squeeze in technology enabled the broad market to claw back into positive territory for the week. Many storms were anticipated last week in this publication, with each day bringing its own unique set of volatility drivers: 1. The Federal Reserve: A Hawkish Hold The Federal Reserve took center stage on Wednesday, voting 9–3 to leave its benchmark interest rate unchanged in the 3.50% to 3.75% range. However, the decision was far more hawkish than anticipated. Three regional Fed presidents dissented, voting instead for an immediate 25-basis-point interest rate hike due t
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08-02
Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time
$Micron Technology(MU)$
TOP$Micron Technology(MU)$ $Microsoft(MSFT)$ AI memory chip stocks delivered one of the strongest market rebounds of 2026 on July 30, with Sandisk jumping approximately 26% and Micron gaining around 18%. The rally followed Microsoft’s latest earnings, which showed that demand for cloud and AI infrastructure continued to grow despite rising concern about the cost of building data centres. Samsung added another catalyst by warning that global memory shortages could become more severe and continue into 2028. The combination changed how investors viewed the recent semiconductor selloff. Microsoft showed that new computing capacity was generating revenue, while Samsung suggested that the memory needed to support that capacity would remain scarce. According to Reuters’ market report, the PHLX Semiconductor Index rose 8.2% during the session. AMD, Intel, Marvell and several storage companies also recorded large gains. The rally extended a wider rotation into companies supplying the physical infrastructure behind AI. Memeburn previously examined how AI chip stocks began outperforming several Big Tech companies as investors moved beyond model developers and GPU manufacturers into memory, networking and storage providers. Sandisk and Micron AI memory chip stocks surged because of the above news and we now have a Strong Buy alert for Micron (MU) to hit $1,200 - 1,500 in just 8-12 weeks' time. Buy Now at $812 and Sell at $1,294 in December 2026.
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08-02
🇸🇬 options puppy Beginner’s Guide to the Singapore STI ETF (Part 1)
Why I Chose the Amova Singapore STI ETF (G3B) and Why It Is Perfect for Tiger Auto Invest When I first started investing, I quickly realized that trying to pick individual winning stocks was much harder than it looked. Some companies perform well while others disappoint, and predicting which stock will outperform over the next ten or twenty years is never easy. Instead of trying to guess the next winner, I wanted something simple, diversified, and suitable for long-term investing. That is why I became interested in the Amova Singapore STI ETF (SGX: G3B). Rather than buying just one Singapore company, this ETF allows me to own many of Singapore’s biggest and strongest businesses with a single investment. It is especially suitable for beginners because it removes much of the stress of select
TOP🚫 CapitaLand Integrated Commercial Trust 🚫 Singapore Airlines
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08-02
U Power Hydro Data Joint Venture Receives "Data Center Power & Energy Solution" Recognition at DIF Awards 2026 in Thailand
BANGKOK, June 1, 2026 - U Power Limited (Nasdaq: UCAR) ("U Power" or the "Company"), a provider of AI-integrated solutions for next-generation energy grids and intelligent transportation systems, building on its proprietary UOTTA™ electric vehicle ("EV") battery-swapping technology, today announced that Hydro Data Limited, a U Power-controlled joint venture established in May 2026 with Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. ("Guofu Hydrogen Energy") and Cloud Digital Chain Limited to develop AI-driven, hydrogen-based integrated energy solutions for data centers, initially in Thailand and with plans for global expansion (the "Hydro Data JV"), has been named the recipient of the 2026 "Data Center Power & Energy Solution" Digital Infrastructure Forum Award (the "DIF Award"
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08-02
(Full article) Preview of the week (03Aug2026)
Economic Preview: Key Data Releases (week of 03Aug2026) Key macroeconomic releases in the coming week will provide important signals on growth, inflation, labour-market conditions, and energy demand. Manufacturing and Inflation Indicators The S&P Global Manufacturing PMI for July is expected at 53.8, indicating continued expansion in global manufacturing activity. The ISM Manufacturing PMI and ISM Manufacturing Prices Index for July will also be released. The previous ISM Manufacturing Prices reading of 73.0 pointed to inflationary pressure, which could eventually be passed on to consumers. Labour-Market Data Several labour-market indicators will be closely watched by the Federal Reserve ahead of its upcoming interest-rate decision: JOLTS job openings for June will be announced, follow
TOPJust compared the last 6 months of ISM Prices vs VIX, and 73 usually means vol stays bid for another week or two. Anyone else watching UVXY here?