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08-03
Alibaba Jumps 7% as Hong Kong Tech Stocks Rally, 5x Long DLC Gains 35%
Hong Kong technology stocks opened higher on Monday (3 August), led by a sharp rally in $BABA-W(09988)$ , which gained more than 7% in early trading on the release of its latest AI model with performance claiming to rival Anthropic. The Alibaba 5x Long DLC correspondingly rose by around 35% before paring some of its gains, while the Alibaba 5x Short DLC declined by a similar magnitude. The broader rally reflected renewed buying interest in heavyweight internet and AI-related counters. As of around 10am Singapore time, $BIDU-SW(09888)$ had climbed approximately 3.8%, followed by $KUAISHOU-W(01024)$ at 3.6% and
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07-23
DLC Weekly Recap | Top Gainers & Losers
For period 15 to 22 July: $Zijin 5xLongSG271021(ZSHW.SI)$ tops the list of Top DLC Gainers this week, as $ZIJIN MINING(02899)$ rose 10.6% over the same period, driven by Gold’s rise as dip-buying outweighed inflation worries from the war. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommendation. The price may rise and fall in value rapidly and holders may lose all of their investment. Any past performance
TOPwobee: 10.6% is just the warmup, gold over 2400 still gives Zijin more room 👀
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07-30
DLC Weekly Recap | Top Gainers & Losers
For period 22 to 29 July 2026: The top DLC gainer for this week is $Xiaomi 5xLongSG271116(Z4LW.SI)$ , which gained 116% as underlying $XIAOMI-W(01810)$ rose 19.5% over the same period on the unveiling of the Skynomad EREV specs, which showcased impressive fuel economy ahead of its July 30 debut and sparked investor interest. The share price surge also came as Chinese chipmaker CXMT made its trading debut, of which Xiaomi was an early investor. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certifica
TOPThanks for the free pen gift 🎁 on the event at tiger . I put some of your sc dlc information at my new article for the Sia
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08-04
Palantir Produced a Receipt. Micron Still Only Has an IOU.
Good morning. Somebody got paid last night. Not the name you're thinking of. $Palantir Technologies Inc.(PLTR)$ rose 14.25 per cent after hours on Monday. The same day, $Micron Technology(MU)$ rose 0.79 per cent and $SK hynix(SKHY)$ fell 0.70 per cent. I ended the last piece saying $Apple(AAPL)$ had signed for the shortage and the side collecting the money hadn't. On Monday it signed. The signature doesn't belong to a memory maker. Palantir's quarter: revenue of US$1.935 billion, up 93 per cent year on year, commercial revenue growing at around 150 per cent, a
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08-04
$Amazon.com(AMZN)$ I would be cautious about calling either a durable base or the cycle top based on one day's events. Amazon's move above US$3 trillion reflects improving confidence that AI investment is producing durable cloud demand. Multi-year AI infrastructure contracts improve revenue visibility, which justifies higher valuations if execution continues. Microsoft's and Google's gains reinforce that this is an industry-wide repricing rather than an Amazon-only story. Bezos' planned sale, however, should be interpreted carefully. Founders frequently sell under pre-arranged plans for diversification, liquidity, philanthropy, or tax planning. A multi-billion-dollar sale is not, by itself, evidence that management believes the stock has pea
TOPJust went through Q1 again — capex only works if AWS margin expands too. If AI revenue shows up but FCF stalls, 3T floor talk gets shaky
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08-04
$Clorox(CLX)$ $Colgate-Palmolive(CL)$ $Church & Dwight(CHD)$ 📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory
TOPThe key distinction is between reported growth and genuine improvement in the core business. GOJO and easier ERP comparisons may support Clorox’s FY27 numbers, but they do not yet resolve the deeper concerns around falling organic volumes, private-label competition and margin pressure. GOJO could still become a valuable long-term growth platform, particularly in Health & Wellness, while Clorox’s strong free cash flow provides some financial flexibility. However, investors will need to see evidence that legacy brands can stabilise, promotional intensity can ease and gross margins can recover without relying on acquisition-driven growth. For now, the earnings beat looks better on the surface than underneath. The next few quarters will show whether GOJO is a genuine catalyst or merely a temporary cover for weakness in the core portfolio.
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08-04
SPCX : Set to fall further after $100 ?
On the 2nd last day of July 2026, I have shared a post by $Morgan Stanley(MS)$ Adam Jonas warning that $SpaceX(SPCX)$ might fall to $100 per share. click here ! to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be
TOPNice Sharing 😁 @Barcode @Shyon @Aqa @DiAngel @koolgal @Shernice軒嬣 2000
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08-03
Stock Market Correction May Be Over, but It’s Too Early to Call a Rally
The low-side bid we had kept sitting under the Nasdaq for two weeks was never filled. With the index stabilising and rebounding off 27,000, and with several other headline developments turning, the correction that has run for more than a month may now be close to its end. What we do expect from here is dispersion: the divide between what stays strong and what has already topped out should become considerably more visible. Set against the S&P and the Dow, the Nasdaq was clearly the US index that gave back the most in this round of correction. Gains and losses share the same source, so it is no surprise that AI and technology names — the hardest-hit group — were what dragged the index lower. In practice, though, the pullback did not even reach the 61.8% retracement. That is an indirect r
TOPThis is a counter trend rally on the NDX..
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08-04
Palantir Q2 2026 Earnings Analysis: Hyper-Growth, Valuation Dynamics, and Strategic Options Post-Print
$Palantir Technologies Inc.(PLTR)$ delivered an exceptional Q2 2026 financial report on August 3, 2026, blowing past Wall Street expectations across top-line revenue, net margins, and forward guidance. Below is a complete earnings breakdown, addressing valuation concerns, core takeaways, strategic positioning, and options playability. 1. Earnings Overview: Key Numbers at a Glance FY 2026 Guidance Upgrades: Full-Year Revenue: Raised to $8.150B – $8.158B (representing ~82% YoY growth). U.S. Commercial Revenue: Raised to >$3.424B (at least +134% YoY). Free Cash Flow: Raised to $4.5B – $4.7B. 2. Valuation Concerns: Has Palantir Outgrown Its Premium? Prior to this print, PLTR had pulled back significantly from its late-2025 highs due to market anxie
TOPThose who stay and kept invested in PLTR will reap. It pays off to be patient!
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08-03
Will NFP Shift Rate Hike Expectations?Is a New Wave of Market Volatility Coming?
The first week of August is formally here. In terms of how the calendar falls, the opening week of a month tends to have an outsized effect on volatility in US trading, chiefly because the US non-farm payrolls report — the release markets watch most closely — lands early in the month. In a market as rate-sensitive as the current one, payrolls feed straight into rate expectations and therefore into a wider trading range. On top of that, the weekend's US–Iran flare-up has left the progress of the “so-called” 60-day negotiation window genuinely hard to read, and that is another source of instability in the market right now. A market like this, however, is actually easier to profit from — provided you approach it with a relatively short-term mindset. $Inve
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08-04
AWS AI Growth, Enterprise Demand, and Amazon Options Strategies Explained
$Amazon.com(AMZN)$’s blowout Q2 2026 earnings report provided concrete proof that its massive artificial intelligence investments are moving from capital expenditure into accelerated revenue. However, translating that momentum into a trading strategy depends heavily on whether you currently own the stock or are looking to deploy capital synthetically. 1. Is AI Spending Paying Off for AWS? Yes, the direct revenue monetization is accelerating faster than expected. 37% YoY Growth: AWS reported $42.2 billion in net sales, marking its fastest growth rate in 18 quarters. $25B AI & Silicon Run Rates: AWS's AI business and custom chip business (Trainium/Inferentia) each independently crossed a $25 billion annualized revenue run rate, both expanding at
TOPAWS’s accelerating growth and expanding backlog make a strong case that Amazon’s AI investment cycle is beginning to translate into real demand. The main debate is whether revenue growth can outpace the pressure from capex, depreciation, and capacity constraints. For long-term investors, AWS remains the key value driver. For options traders, I agree that the strategy should depend on portfolio structure: covered calls suit existing shareholders seeking income, while bull put spreads offer a more capital-efficient, defined-risk way to express a moderately bullish view. Overall, the AI growth story looks convincing, but execution, free cash flow recovery, and AWS margins will determine whether AMZN can sustain a stronger rally.
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08-04
🌟🌟🌟 $Intel(INTC)$ recent pullback to USD 91 mark is a great opportunity for patient investors to get on the bus. Why? This correction took place despite Intel reporting its fastest quarterly growth revenue in 15 years. CEO Lip Bu Tan has done a great job in turning around Intel. Besides the US government is also backing Intel too with a 10% equity stake. This makes them the largest shareholder of Intel. Intel is definitely a great stock to buy and hold long term.🌈🌈🌈💰💰💰
TOPAdded near 90 too, just waiting on earnings now. If the turnaround is real, this dip looks fine
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08-04
$ARM Holdings(ARM)$ Semiconductor stocks have gone through another sharp pullback, but I see this as an opportunity rather than a reason to step aside. That's why I continue to build my position in Arm Holdings (ARM). Market corrections often create the best entry points for high-quality companies, especially those with strong structural growth drivers. While short-term sentiment can fluctuate with interest rates and AI spending concerns, Arm's long-term story remains firmly intact. What gives me confidence is Arm's unique business model. Unlike traditional chipmakers, Arm doesn't manufacture semiconductors—it designs the architecture that powers billions of devices worldwide and earns royalties as customers ship more chips. Today, Arm is expa
TOPthanks for sharing
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08-04
What I'm Buying In August 2026
This is the latest allocation of $500 into a personal portfolio of stocks with 10x potential over the next decade. I’ll allocate from the “Asymmetric Universe” of stocks. Today, that universe has 25 stocks that I’ve covered in spotlight articles, and the universe will grow in time. Not all stocks covered will receive an investment, and allocations may be made to the same stock multiple times. Here are the rules of allocation. Invest $500 in total new capital each month. If the $S&P 500(.SPX)$ or $NASDAQ(.IXIC)$ is 20% below its all-time high, this allocation will increase to $1,000 monthly. If the S&P 500 or Nasdaq Composite is down 30%, I’ll add $1,500, and so on. The Universe of Asymmetric Stoc
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08-04
🚀 Palantir Surges After “Otherworldly” Earnings — Can 93% Growth Finally Justify the Valuation?
$Palantir Technologies Inc.(PLTR)$ Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share - U.S. commercial revenue: $764 million, up 149% - U.S. g
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08-04
Chart: The Big CRE Reset
The US Commercial Real Estate (CRE) market has just been through its third major correction in 40 years. Indeed, the 2020’s downturn has been similar in magnitude to the early-90s downturn and 2008 crisis. But a couple of interesting things stand out. First, those other two major corrections in the commercial real estate market sowed the seeds for decadal booms (a possibility that is completely out of mind for most investors as sentiment on real estate remains deeply pessimistic). The other point of interest is that the bottom looks to already be in, and prices are stabilizing and ticking up again... While there may still be risks, this is the type of thing investors should pay particular attention to, and is exactly the type of setup I hunt for in my work at Topdown Charts. Bonus Chart: R
TOPThe key question is whether this marks the start of a broad CRE recovery or a highly uneven, sector-specific rebound. Lower valuations and underweight positioning create a compelling setup for REITs, but office fundamentals, refinancing pressure, and higher-for-longer rates remain important risks. The strongest opportunities may therefore be in segments with durable cash flows—such as data centers, logistics, residential, and healthcare—rather than in CRE as a whole.
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08-04
AI Leaders Keep Winning, but the Chip Rally May Not Be Over Yet
Not all AI trades are telling the same story. $PLTR just delivered another blockbuster quarter, $ORCL continues to reward investors who bought the recent shakeout, while semiconductor stocks are finally bouncing after a sharp correction. The question now isn't whether AI is strong—it's whether chip stocks have actually found a bottom. 1. $Palantir Technologies Inc.(PLTR)$ — Another Quarter, Another Beat $PLTR once again crushed expectations. U.S. commercial revenue surged 150% year over year, highlighting that enterprise AI adoption is still accelerating. The market responded immediately, sending shares up more than 12% after hours. Palantir continues to prove it's one of the strongest execution stories in AI software. 2.
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08-04
$EOSE, $QQQ & $NVDA - Buying the Dip or Chasing the Breakout?
Markets are entering a pivotal phase where conviction matters more than momentum. Some stocks are offering deep-value opportunities after brutal declines, while others are approaching technical levels that could determine whether the next move is a breakout or another pullback. This week's focus is on $EOSE, $QQQ, and $NVDA—three very different setups, but all approaching key decision points that could shape the remainder of the year. 1. $Eos Energy Enterprises Inc.(EOSE)$ — Sentiment Hits Bottom as Long-Term Value Emerges After losing roughly 80% of its value over the past year, $EOSE has become a classic example of how investor sentiment often reaches its lowest point near deep-discount valuations. For long-term investors willing to tolerate vol
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08-04
Bullish Structures Hold: $META, $CRWV & $NBIS Test Key Breakout Levels
Not every rally is created equal. Some stocks are simply bouncing. Others are rebuilding toward new highs. This week's focus is on $META, $CRWV, and $NBIS—three names that continue to hold their bullish market structure despite recent volatility. While each is approaching an important technical inflection point, the broader trend remains constructive. Meanwhile, $HIMS has already rewarded buyers after entering a smart-money accumulation zone, reinforcing the importance of waiting for high-probability setups rather than chasing momentum. 1. $Meta Platforms, Inc.(META)$ $META filled the gap from earnings and structure never broke Still very bullish on this name 2. $CoreWeave, Inc.(CRWV)$ fter flushing our r
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08-04
Here are five of the stocks I’m looking at
What I’m Watching This Week Earnings season is in full swing. It’s a big earnings week ahead, and I’m sending out the August 2026 stock buys before the market opens tomorrow, so I’m going to keep this short. The Week Ahead This week is when things get really interesting in the market. It’s not just big banks and tech, which have mostly done reporting. This week, we get down to high-growth companies that fit in the Asymmetric Investing wheelhouse. Here are five of the stocks I’m looking at. $Palantir Technologies Inc.(PLTR)$ : The talk of the market in 2025, Palantir has slipped based on valuation concerns alone. If growth continues at a strong pace the stock could recover, but even a small deceleration or sign that vertically integrated AI compani