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08-05 17:37
$PLTR Explodes +29.45%: AI Powerhouse Shatters Resistance, $207 High in Sight 🔥🚀
$Palantir Technologies Inc.(PLTR)$ Latest Close Data: Closed at a stunning $162.66 (+29.45%), blasting off from yesterday's $125.65 close. The stock is now just -21.6% away from its 52-week high of $207.52. 📈 Core Market Drivers: 💥 Palantir detonated after a massive volume surge post-earnings, driven by blockbuster AI-driven government and commercial contracts. The 1-day capital flow shows a colossal net inflow, with total buys hitting $9.69B vs. $8.62B in sells, signaling heavy institutional accumulation. 🐂 Technical Analysis: The breakout is hyper-bullish. 📊 Volume exploded to 175M, a staggering 4.27x the average, confirming massive institutional participation. MACD executed a textbook golden cross, flipping sharply positive to 4.118, while the
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08-05 17:20
$W Skyrockets +29.97% on Blowout Q2 Earnings, Momentum Ignited for $120 Breakout
$Wayfair(W)$ Latest Close Data: Wayfair closed at a stunning $116.08, surging +29.97% with an intraday amplitude of 11.54%. The stock is now breathing down the neck of its 52-week high of $119.98, driven by massive volume reaching 14.56M shares (Volume Ratio: 3.47x). Core Market Drivers: The explosive rally was fueled by a stellar Q2 earnings report released pre-market. The company posted adjusted EPS of $0.95, beating the $0.90 consensus, while revenue hit $35.19B, topping estimates of $34.65B. The strong profit and revenue beat signals a sustained turnaround in the home furnishing e-commerce sector. Technical Analysis: Momentum is decisively bullish. The MACD has just formed a powerful Golden Cross, with the DIF line (3.15) rapidly diverging above
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08-05 16:39
Weekly Macro Strategy: Rebound vs. Reversal in US Equities？Strategies for a Range-Bound US Market💹
Review of Last Week's Strategies and Profitability Welcome to this week's Macro Strategy Weekly. As is our tradition, let's first review the outcomes of the strategies discussed in last week's report: Macro Strategy Weekly: How to trade Fed-Week Volatility and the Crack-Spread Retreat Strategy Contributor: @程俊Dream US Equities (Nasdaq): Last week's limit orders were not filled, but we are keeping them active. We maintain limit buy orders for the Nasdaq at 26,080 and 24,720 (half position each), with a stop-loss set below 23,000, and target prices at 30,500 and 33,800. Gold: We anticipated a rebound last week but lacked an ideal entry point, so we pr
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08-05 16:51
[Event Registration] 19th August|Portfolio Management 101|James Ooi
Building a strong portfolio is not just about picking good stocks — it is about deciding how much to allocate across different sectors, balancing between higher‑risk and more stable assets, and aligning your portfolio with your own risk profile and investment timeline. Join James Ooi, Chief Market Strategiest at Tiger Brokers (Singapore), as he break down portfolio in a clear and practical way - from how renowned investors position their portfolios to discussion on market timing techniques that can help guide your entry and exit decisions, and strategies that may help generate portfolio alpha. He will also be sharing actionable frameworks to help you construct, review, and refine your portfolio, together with the latest investment opportunities. 📅 Event Time: 19 August 2026, 7pm - 8pm 📍 Ve
TOPTiger_SG: Want to take your investing to the next level? Join us on 19th August for “Portfolio Management 101”, where James Ooi will explore the fundamentals of portfolio construction, diversification, and long-term wealth building. Secure your spot today!
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08-05 16:49
[Event Registration] 13th August|Unlocking Asia's Next Wave of Growth|James Ooi & Jason Lim
Asia, excluding Japan and China, is entering a new phase of structural growth, anchored by Korea’s leadership in the global AI supply chain and the long-term economic momentum of India and ASEAN. As global investors look beyond US tech for the next leg of the AI build-out, the region offers differentiated exposure to the same megatrend, alongside diversification across demographics, financial deepening, and supply chain shifts. Join Jason Lim, ETF Business Development Associate at Amova Asset Management (formerly Nikko AM), alongside James Ooi, Chief Market Strategist at Tiger Brokers (Singapore), as they explore how the region is emerging as a distinct allocation in today's global portfolio. Whether you're looking to capture long-term structural growth or diversify your portfolio, this se
TOPStay ahead of the market at our 13 August event, “Unlocking Asia's Next Wave of Growth”, featuring James Ooi and Jason Lim as they uncover the trends, sectors, and opportunities driving Asia's next chapter of growth. Register today!
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08-05 10:45
$TSLA Bullish Entry Probability Jumps
$Tesla Motors(TSLA)$ 📋 Executive Summary 🔑 At a Glance Row Status Trend Zone 🟥 Bearish — Rebound Trend Risk Level 🟠 Level-3 (−65%) Bullish Zone Entry Probability ✅ 79% within 2 days Downside Risk Avoided −17.1% (Entry $394.8 / Jul 13, 2026) Prediction Volatility ➡️ Low 🎯 Trading Plan Action Price Target Timing 🔴 Sell $328.6 Aug 04 – Aug 05 🟢 Buy $308.8 Aug 07 – Aug 10 🔵 Sell Target To Be Determined Pending [Adaptive Long]: Uptrend with High Risk (Downside Appears Substantial/Sustained) - Moderate Reward Potential (Upside Appears Balanced/Uncertain) => Sell into strength, or hold cash (await entry point) [Inverse Allocation]: No exposure warranted ⚡ Key Takeaway Today's gain extended the stock's recent rebound and pushed Bullish zone entry proba
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08-04 22:05
🚀 Super Micro’s $60B Order Boom… Will It Become Revenue, Cash Flow, or an Execution Headache?
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer caught the market’s attention after releasing a preliminary fiscal fourth-quarter update featuring two extraordinary figures. The company estimated that gross margin would reach 15%–17%, dramatically above its previous guidance of 8.2%–8.4%. It also revealed that it received more than US$60 billion in new orders during the quarter, pushing backlog to record levels. However, expected revenue remained near the lower end of its US$11 billion–US$12.5 billion guidance range. Management also attributed the margin improvement primarily to a favourable customer and product mix. The market understandably celebrated the update. But I believe the most important question is no longer whether d
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08-05 01:17
AI generated numbers for Pltr
Illustrative forecast assuming Palantir sustains a Rule of 40 score of 155% for the next four quarters (Q3 2026 through Q2 2027). Key Q2 2026 baseline Revenue: $1.935 billion (+93% year-over-year). Adjusted operating margin: 62%. Rule of 40: 155% (93% growth + 62% margin). Adjusted EPS: $0.41. Diluted shares: roughly 2.57 billion. Stock price (midday Aug 4, 2026, post-earnings surge): around $160. Rule of 40 = year-over-year revenue growth rate + adjusted operating margin. Sustaining 155% is extremely aggressive and historically rare at this scale; it requires either continued ultra-high growth, further margin expansion, or a combination. Projection assumptions (simplified illustrative model) To keep Rule of 40 exactly
TOP155% is wild, but with 62% margin already printed I still buy the operating leverage case. Government renewals are the swing factor though
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08-05 07:12
Options Trading Strategies and Financial Outlook for Disney (DIS) Q3 FY2026 Earnings
The $Walt Disney(DIS)$ reports its fiscal third-quarter (Q3) 2026 financial results on Wednesday, August 5, 2026, before the US market opens. 1. Q3 FY2026 Consensus Estimates vs. Q2 FY2026 Benchmark Key Takeaways from Q2 Benchmark In Q2 FY26, Disney delivered a double beat driven by accelerated Direct-to-Consumer (DTC) streaming revenue (+13% YoY growth in entertainment SVOD) and DTC operating margin expansion. However, domestic theme park attendance experienced mild demand softening. 2. Core Drivers & Wall Street Focus Areas for Q3 Direct-to-Consumer (DTC) & Streaming Profitability: Subscriber & Ad Growth: Investors are looking for continued low single-digit subscriber growth on Disney+ / Hulu and ad-tier revenue expansion. Ad-Supporte
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08-05 04:57
AMD and SpaceX Beat Expectations—So Why Did Both Stocks Sell Off?
AMD fell as much as 7% after hours, while SpaceX dropped about 6%. The earnings reports were not bad. The problem was that neither stock had been priced for a normal beat. AMD came into earnings with expectations set too high. SpaceX is simply spending money too fast. AMD: The Surprise Had Already Been Priced In AMD reported second-quarter revenue of $11.54 billion, up 50% year over year, with adjusted EPS of $1.66. The company also guided for roughly $13 billion in third-quarter revenue. Data center revenue reached $6.72 billion, up 107%, as both EPYC CPUs and Instinct accelerators continued to ramp. Put these numbers on almost any other semiconductor company, and investors would have very little to complain about. AMD still got hit after hours. The first reason was simple: the stock had
TOPAMD's expectations have been pulled too high. It is likely to report well, but the stock price is still down
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08-05 10:45
DBS' record-high valuation to be tested tomorrow
📢DBS will be the first Singapore bank to report second quarter earnings before market tomorrow, followed by OCBC and UOB a day after (also pre-market) 🔥 $DBS(D05.SI)$ has risen more than 32% this year to a record high of $75 just last week, leading the stock to trade at 18 times forward earnings, which is twice its five-year average 🔎Investors will be awaiting tomorrow's results to see if DBS' current valuations are justified, and will likely focus on wealth fee and momentum, as well as credit costs The biggest swing factor is fees and lower credit charges, which could drive earnings higher, according to Jayden Vatarakis, Macquarie's Head of Asean Equities as quoted by Bloomberg in an article released this morning DBS is expected to report adjus
TOPI just compared the big 3 banks' Q1 wealth mix, DBS still leads. 18x is rich though - if fees miss, that premium gets tested fast
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08-05 09:24
🐶🚀 Options Puppy First Take: AMD Still Growing, But Investors Want More Than Good Numbers
🐶📊 Options Puppy Cheat Sheet – AMD Q2 2026 Earnings (Easy Version) 🚀 AMD Q2 2026 At A Glance 📌 Metric 🐶 Options Puppy Notes 💰 Revenue US$11.54B ✅ Beat consensus (US$11.30B) 📈 YoY Growth +102.8% 💵 Gross Profit US$6.20B 📊 Gross Margin 54.4% (Very healthy) 🏦 Operating Income US$2.27B ❤️ Net Income US$2.30B 💎 Net Margin 19.7% ⸻ 🤖 AI Business (Most Important) Segment Result Options Puppy View 🚀 Data Center US$6.72B ⭐ Biggest growth driver 🤖 AI GPU Revenue US$2.72B MI355X & MI455X demand continues 💻 Client CPUs US$3.06B Strong PC recovery 🎮 Gaming US$779M Still weak, but becoming less important ⸻ 📈 Growth Breakdown Business YoY Growth 🤖 Data Center +107% 🔥 💻 Client +22.5% ✅ 🎮 Gaming -30.6% ❌ ⸻ 🎯 Next Quarter Guidance Metric Guidance 💰 Revenue US$12.7B – US$13.3B ⭐ Street Expectation US$12.6B
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08-05 09:56
Microsoft 4QFY26 Results Report: Tangible AI ROI Is Becoming More Evident
$微软(MSFT)$ The key question in the AI trade is shifting. It is no longer only about who spends the most on AI infrastructure. Investors are now asking who can turn AI capex into visible revenue, cloud growth and enterprise adoption. In its 31 July report on Microsoft (MSFT US), CMB International highlighted that tangible ROI is becoming increasingly evident. Microsoft’s 4QFY26 revenue rose 18% YoY to US$90.0bn, while Azure and other cloud services grew 43% YoY, above prior guidance. Microsoft 365 Copilot also reached 30mn paid seats, with net seat additions more than doubling QoQ. The signal is clear: Microsoft’s AI story is moving from capex-heavy investment to cloud growth, Copilot monetisation and enterprise AI adoption.
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08-05 10:43
$SPX Hits New High as $PLTR Ignites Software Rally
The $S&P 500(.SPX)$ and $NASDAQ 100(NDX)$ extended their advance on Tuesday, confirming the bullish weekly setup highlighted over the weekend. Both indices opened above their key weekly pivot levels, reinforcing the view that the current move could mark the beginning of another leg higher rather than just a short-term rebound. As the rally developed, price continued to validate key technical levels. For the S&P 500, Monday's move above 7,563 confirmed the initial bullish trigger. On Tuesday, the index held above its daily pivot at 7,571.8 before steadily clearing successive resistance levels at 7,638 and 7,677. By the close, the S&P 500 had reached 7,744, finishing the session at a fresh all-ti
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08-05 10:12
Additional Units Issued for Sembcorp 5x Long (UZMW); DBS, OCBC, UOB Earnings Due
Additional units of the Sembcorp 5x Long DLC (UZMW) were issued on 5 August, allowing Societe Generale as the Designated Market Maker, to be able to resume quoting on the Ask to meet strong investor demand on the previously sold-out Sembcorp 5x Long DLC.. Investors with a bullish view on Sembcorp may consider $Sembcorp 5xLongSG270623(UZMW.SI)$ , which offers leveraged exposure to potential gains in Sembcorp's share price. Conversely, those who are bearish can consider the Sembcorp 5x Short DLC. Separately, Singapore major banks are set to kick off earnings season this week, beginning with $DBS(D05.SI)$ on Thursday (6 Aug) before market open, followed by
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08-05 11:27
$LITE $AAOI $MRVL Lead AI Optical Rally as Networking Stocks Surge
Trump's proposed ban on Chinese optical transceivers ignited one of the strongest rallies the optical networking and AI hardware sector has seen this year. The move fueled broad buying across companies tied to optical components, photonics, semiconductor equipment, networking, and AI infrastructure. Biggest winners included: $Silver Verde May Mining Co., Inc.(SIVE)$ +20.33% $Applied Optoelectronics(AAOI)$ +17.31% $Lightwave Logic, Inc.(LWLG)$ +13.49% $Fabrinet(FN)$ +13.27% $Coherent(COHR)$ +12.53% $POET Technologies Inc(POET)$ +12.09%
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08-05 11:32
Navigating September Fed Rate Risks: Inflation, Stock Market Volatility, and Portfolio Strategies for the AI Era
The Federal Reserve's July 2026 decision to hold interest rates steady at came with three hawkish FOMC dissents favoring a hike, leaving the door open for a potential rate increase at the September meeting. Key Macro Drivers Behind the September Rate Decision Stubborn Energy Prices & Supply Shocks: Persistent geopolitical friction and supply bottlenecks in global oil routes have pushed energy prices higher. Because energy feeds directly into headline CPI and transport/manufacturing overhead, sustained high oil prices threaten to reignite broader inflationary pressures. AI Infrastructure CapEx Demand: Unprecedented capital expenditure on data centers, semiconductors, and power infrastructure (projected near among major hyperscalers) continues to stimulate industrial an
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08-05 11:33
Wall Street Resets: $MSFT Up, $META & $SOFI Down
Wall Street's Post-Earnings Verdict: Microsoft Wins, Meta Resets, SoFi Faces More Questions 1. $SoFi Technologies Inc.(SOFI)$ — Analysts Turn More Cautious Following earnings, several firms lowered their price targets: Goldman Sachs: $21 → $18 Morgan Stanley: $16 → $15 Needham: $25 → $24 Mizuho Securities: $29 → $22 Bank of America: $17 → $16 Wells Fargo: $18 → $17 2. $Meta Platforms, Inc.(META)$ — Strong Results, Lower Price Targets Despite solid earnings, many analysts trimmed their targets after the report: Truist Financial: $840 → $770 UBS: $766 → $715 TD Cowen: $800 → $750 Deutsche Bank: $800 → $750 J.P. Morgan: $725 → $640 Jefferies: $825 → $710 Citi: $850 → $800 Wells Fargo: $835 → $640 Scotiabank:
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08-05 12:15
Why ADM’s Biofuel Windfall May Be More Policy-Dependent Than It Looks
$Archer-Daniels Midland(ADM)$’s second-quarter results showed how quickly agricultural-processing economics can improve when crop availability, energy prices and government biofuel policy align. The company raised its annual forecast substantially, but the same policy sensitivity that produced the upside also creates uncertainty about its durability. ADM reported on August 4 for the quarter ended June 30. Revenue increased 7.2% to $22.68 billion, while net earnings reached $908 million, or $1.87 per share, compared with $219 million, or $0.45, one year earlier. Adjusted earnings of $1.84 per share exceeded the approximately $1.44 expected. ADM’s official second-quarter release provides the results and updated outlook. Ag Services and Oilseeds opera
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08-05 13:06
Why FIS’s Higher Cash Flow Could Not Offset Its Revenue-Guidance Cut
$Fidelity National Information(FIS)$ delivered better earnings and sharply higher cash generation, yet its shares initially collapsed after management reduced its annual revenue and profit expectations. The reaction reflects a market that values predictable growth more highly than backward-looking cost efficiency. FIS to spin off merchant business as separate company - Milwaukee Business Journal FIS reported on August 4 that second-quarter revenue increased to approximately $3.4 billion, while adjusted earnings rose 8.8% to $1.48 per share. Free cash flow reached $525 million, more than triple the comparable prior-year figure. FIS’s official second-quarter release provides the reported results and segment data. The company increased expected 2026 f