719
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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
766
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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. $Advanced Micro Devices(AMD)$
TOPHenryHoward: Just finished the Q3 read, I didn't touch my AMD position. Bull long term, but near term I get why bears are loud. Are you weighting DC growth or client weakness more?
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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
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08-06 20:45
Palantir (PLTR) Overvalued Hold / Buy Market Expectations
$Palantir Technologies Inc.(PLTR)$
TOP$Palantir Technologies Inc.(PLTR)$ Support, Risk & Stop-loss for Palantir stock Palantir finds support from accumulated volume at $156.54 and this level may hold a buying opportunity as an upwards reaction can be expected when the support is being tested. This stock may move much during the day (volatility) and with a large prediction interval from the Bollinger Band this stock is considered to be "high risk". During the last day, the stock moved $7.79 between high and low, or 4.92%. For the last week, the stock has had daily average volatility of 5.68%. Our recommended stop-loss: $151.00 (-4.69%) (This stock has high daily movements and this gives high risk. There is a sell signal from a pivot top found 1 day ago.) Trading Expectations (PLTR) For The Upcoming Trading Day Of Thursday 6th For the upcoming trading day on Thursday, 6th we expect Palantir Technologies Inc. to open at $160.92, and during the day (based on 14 day Average True Range), to move between $154.17 and $162.69, which gives a possible trading interval of +/-$8.52 (+/-5.53%) up or down from last closing price. If Palantir Technologies Inc. takes out the full calculated possible swing range there will be an estimated 5.53% move between the lowest and the highest trading price during the day. Since the stock is closer to the support from accumulated volume at $156.54 (1.19%) than the resistance at $160.65 (1.40%), our systems sees the trading risk/reward intra-day as attractive and believe profit can be made before the stock reaches first resistance.. Insider sentiment for Palantir (PLTR) is Negative, driven by significant open-market selling from key executives. This negative signal outweighs the higher total volume of low-impact acquisitions (e.g., stock awards). Over the last year, insiders have collectively bought or received $0.69B worth of shares and sold $0.45B across 100 transactions. However, focusing on high-impact open-market transactions, insiders purchased $0 and sold $0.45B worth of Palantir stocks. The most recent trade was made 16 days ago by Buckley Jeffrey (See Remarks), who was awarded shares worth approximately $2.31M. The overall evaluation results in a strongly negative Insider Power Score. The system gives more weight to recent, high-impact sales from key executives than to routine, low-impact transactions like stock awards or option exercises. Even though the total buy value appears higher, the negative score indicates that the selling activity was considered more significant by the algorithm. Is Palantir Technologies Inc. stock A Buy? Several short-term signals are positive, despite the stock being in a falling trend, we conclude that the current level may hold a buying opportunity as there is a fair chance for stock to perform well in the short-term. We have upgraded our analysis conclusion for this stock since the last evaluation from a Hold to a Buy candidate.
283
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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
245
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08-07 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. $Zillow(Z)$
TOPSold the AAPL 200 calls into that resistance too lol, you reopening if it gets rejected again?
678
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08-07 08:08
SGX FY2026 Earnings: A Bumper Dividend Bonanza!
🌟🌟🌟$SGX(S68.SI)$
TOPI checked the cash flow too, and that extra conversion is the real support for the payout. 57 cents looks sturdy now, but do you think FY2027 can still match this?
301
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08-07 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
551
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08-07 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
TOPPremiums really do smooth the curve. I added near 4000 and sold calls too, upside cap worth it for you here?
472
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08-07 09:00
Apple (AAPL) : Ahead Of The Curve, Trouble Coming, $339 Target
$Apple(AAPL)$
TOP$Apple(AAPL)$ Fair Value Estimate for Apple Apple’s long-term fair value estimate of $285 per share implies a fiscal 2026 price/earnings multiple of 32 times, a fiscal 2026 enterprise value/revenue multiple of 8 times, and a fiscal 2026 free cash flow yield of 3%. We project 9% compound annual revenue growth for Apple through fiscal 2030. The iPhone will be the most significant contributor to revenue over our forecast, and we project 10% growth in iPhone revenue over the next five years, including superb growth above 20% in fiscal 2026. We forecast gross margins to rise past 50% in fiscal 2030, up from 47% in fiscal 2025. We believe Apple can see margin expansion from a higher mix of higher-margin hardware, like iPhone Pro models, and services. In the short term, we see modest margin pressure from rising memory prices, but expect Apple to continue to navigate these well and maintain healthy margins. We observe robust R&D growth in fiscal 2026, which we think is ramping up Apple’s internal investments in AI and AI-centric devices for the future.
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08-07 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
TOP[你懂的]This drawdown isn't an AI bubble bursting; it's a standard, high-beta cyclical reset. Wall Street is overreacting to short-term DRAM price friction and inventory noise, confusing temporary supply-demand dynamics with a structural breakdown. The core thesis for tech remains fully intact: Real Infrastructure Demand: Hyperscalers are still pouring billions into AI capex. Demand for compute capacity continues to outpace actual silicon and packaging supply. Separating the Winners: Broad speculative momentum is over. Quality compute leaders with strong pricing power will recover fastest, while weaker consensus trades get weeded out. The Verdict: Treat this sharp decline as a high-conviction buying opportunity, not an exit signal. Short-term noise is handing long-term investors a steep discount on foundational tech assets. @Tiger_SG [真香]
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08-07 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
481
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08-07 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
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08-07 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
252
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08-07 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
408
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08-07 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
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08-07 00:34
Elon Musk: A Once-in-a-Lifetime Buying Opportunity
$SPDR S&P 500 ETF Trust(SPY)$ Friday's nonfarm payrolls data is the big test, but Wednesday's ADP small employment report showed only 44,000 new jobs — missing expectations — which has made the market less certain about a September rate hike. It's not out of the question that SPY could retrace to 760 over the next two weeks. After that pullback, it's expected to remain in a high-level consolidation range. $SK hynix(SKHY)$ All seven storage companies have now reported earnings: Samsung, Hynix, Micron, SNDK, Kioxia, WDC, and STX. There's nothing wrong with the earnings themselves — the only problem is that prices got too expensive and got in the way of the cloud providers. How could a Korean storage comp
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08-06 22:20
$GE Breaks to Fresh 52 Week High as Bulls Eye $400
$GE Aerospace(GE)$ $GE Aerospace (GE) +1.04% Hits New 52-Week High at $384.51, Momentum Charged for $400+ Levels 🚀 Latest Close Data: GE Aerospace closed at $381.22 on Aug 6, 2026, up +1.04%. The stock printed a fresh 52-Week High of $384.51 during the session, extending its powerful breakout with a modest volume of 3.16M shares. Core Market Drivers: The parabolic surge is fueled by overwhelming institutional confidence; 20 analysts set a mean target of $399.21 (High: $455). The bullish sentiment is further supported by the flagship GE HealthCare spin-off's recent earnings beat, highlighting the robust health of the broader GE industrial ecosystem. Technical Analysis: The breakout is heavily confirmed by momentum oscillators. The RSI (6) is overboug
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08-06 22:15
BA Climbs 1.28% as FAA Approval Fuels Breakout Momentum
$Boeing(BA)$ $Boeing(BA) +1.28%: 737 MAX-7 FAA Clearance Fuels Breakout, $254.35 High in Sight 🚀 Latest Close Data: BA closed at $240.19 (+1.28%) on Aug 6, 2026. The stock is now just 5.6% away from its 52-week high of $254.35, consolidating gains after clearing key regulatory hurdles. Core Market Drivers: 🛫 Boeing surged after the FAA approved its 737 MAX-7 for commercial service, a crucial milestone that also bodes well for the MAX-10 certification. This regulatory win removes a major overhang, driving strong institutional inflow and positioning the Dow component as a leader in Tuesday’s session. Technical Analysis: 📊 Volume stood at 6.57M shares, backing the upward price action. The MACD histogram is firmly positive at 1.37, with the DIF line cro
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08-06 22:10
INTU Up 1.34% as Oversold Recovery Targets $422 Resistance
$Intuit(INTU)$ $Intuit Inc. (INTU) +1.34% Climbs Above $327, Momentum Builds as RSI Breaks 70, Eyeing $422 Resistance 🚀 Latest Close Data: INTU closed at $327.94 on Aug 6, 2026, up +1.34% (+$4.34). The stock is recovering from deep oversold levels, still trading -58.7% below its 52-week high of $794.09. 📉 Core Market Drivers: The stock is staging a relief rally as the application software sector shows renewed strength, despite lingering headwinds. 💻 Analysts are deeply divided; Morgan Stanley and TD Cowen recently slashed ratings to "Hold," citing AI disruption risks to the core TurboTax franchise, yet the stock has climbed. 📈 The upcoming Q4 fiscal report on August 25 is a major catalyst, with the market currently pricing in a turnaround narrativ