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$Jardine C&C(C07.SI)$ dividend still attractive but price can't up ..why
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Global equities are in a bull market, US equities are in a broad-based upswing
Weekly S&P500 ChartStorm - 9 August 2026 This week: global equities, technical check, tech stocks, credit and macro, volatility signals, wealth and boomers, the most hated investment... Learnings and conclusions from this week’s charts: Global equities are in a bull market (path of least resistance = higher). US equities are in a broad-based upswing. Investors are scrambling into tech stocks at a record pace. Calm macro is keeping the lid on credit spreads. (but) VIX seasonality says stay alert to Q3 surprises. Overall, the global equity bull market rages on, and with supportive-benign macro the path of least resistance is likely higher. That said, VIX seasonality and known tail risks suggest still having a plan and process on the risk management front…
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08-10
Celebrating The Success of 2 Singapore Tech Stocks:ST Engineering & AEM
🌟🌟🌟As the National Day fireworks lit up the sky over the National Stadium on August 9, we celebrate more than just lines on a map. We celebrate a truimph of improbable survival. As a Singaporean, I am deeply proud of how far our homegrown enterprises have come. $ST Engineering(S63.SI)$
TOPShernice軒嬣 2000: Missed the boat [Cry]
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08-10
GOLD: Gold Consolidated and Pulled Back
The most striking development in global financial markets last week was undoubtedly the strong rebound in gold prices. Following the shock of U.S. July nonfarm payroll data falling far short of expectations, spot gold prices surged last Friday to a seven-week high, not only recording their largest weekly gain so far this year but also triggering a marked shift in market expectations regarding the Federal Reserve’s policy path. At the same time, subtle changes in the geopolitical situation in the Middle East provided further support for gold prices. During early Asian trading on Monday (August 10), gold consolidated and pulled back, currently trading around $4,320. This week, the market will see a series of key data releases, among which the U.S. Consumer Price Index (CPI) due out on Wednes
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08-10
Hedging Tech Portfolios Against Fed Rate Hikes: Macro Strategies and Tiered Allocation
Neither binary extreme—indiscriminate bargain hunting nor panic-selling ("running for your life")—is optimal during macro-driven tech volatility. The sharp swing in technology and semiconductor stocks reflects a market caught between two forces: monetary policy uncertainty heading into the Federal Reserve's September rate decision and heightened scrutiny around AI capital expenditure ROI paired with dot-com era volatility levels. With the Fed split following its July rate hold (where 3 FOMC members dissented in favor of a 25 bps hike), incoming inflation and economic data will dictate whether interest rates stay restricted or rise further. High-growth tech stocks carry high duration, making them disproportionately sensitive to rate fluctuations and yield curve shifts. Portfolio Positioning
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08-10
Trading Ideas: Investing Wisdom
Hello everyone! Today i want to share some trading skills with you! 1 8 Business Models $Apple(AAPL)$$Amazon.com(AMZN)$ 2 Examples of companies who have successfully utilized the "7 Powers" framework 3 𝗪𝗵𝗮𝘁 𝗶𝘀 the 𝗔𝗹𝘁𝗺𝗮𝗻 𝗭-𝗦𝗰𝗼𝗿𝗲? Here's everything you need to know: 4 "Just keep buying" 5 You Can Be a Stock Market Genius by Joel Greenblatt 6 How to not lose money in the stock market: 1: Wait longer 7 It's funny how investing suddenly becomes a priority when you stop thinking about what money can buy today and start thinking about how much it can be worth in 20 years.
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08-10
25-Year-Old Prodigy's $45B AI Fund Collapses in 6 Days: The Rise and Fall of Leopold Aschenbrenner
Wah bro, National Day just finish, everyone all go JB already. Shop so quiet, prata also almost no one order. Sit here bored, let me tell you one crazy story.Got one young guy name Leopold Aschenbrenner. Only 25 years old. His hedge fund first half 2026 report return 439%. From announce that number until whole portfolio package sell to other people, only 6 days. 6 days before he still write letter to investor say “tech stock drop is best time to buy”. 6 days later whole thing liquidated. Next day the stocks he hold average go up 20%. Peak time his fund manage 45 billion USD. He really see the correct AI direction for past 2 years. 2 years ago in podcast he say: “Not blowing up is task number one and two.” Don’t blow up is first and second priority. Then he use 4 times leverage and blow him
TOPLooks like the Chinese saying is right - the older the ginger is, the spice it will be. Pity those who choose to listen and follow blindly a 25 years old. What has he to offer that anyone more senior haven't experience and then some more... They deserve it?
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(Part 1 of 5) - Economic Review (10Aug2026)
Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be
TOPI trimmed VOO after the last hot CPI too. If PPI and retail both reaccelerate, UVXY probably gets loud again — you watching yields or CPI more here?
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08-10
Option Movers | SpaceX’s $19M Synthetic Short, Palantir’s $211M Bear Call Spread Signal Bearish Conviction
Market Overview U.S. stocks advanced on Friday, with the S&P closing at a record high to cap off a strong week of gains for the major indexes, after data showed the U.S. economy unexpectedly shed jobs last month and dampened expectations the Federal Reserve would raise interest rates at its September meeting. Regarding the options market, a total volume of 70,484,497 contracts was traded, of which 61% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $SPCX(SPCX)$, $PLTR(PLTR)$, $AAPL(AAPL)$, $MU(MU)$,
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(Part 4 of 5) - News and my thoughts from the past week (10Aug2026)
News and my thoughts from the past week (10Aug2026) Amazon is building a natural gas plant in Pecos County, Texas, to power an AI data center. Its permits allow 33 million tons of carbon dioxide a year, which would make it the single largest source of climate pollution in the country. For comparison, the dirtiest plant operating in America today emits about 16 million tons, so Amazon's is permitted for roughly double that. Amazon co-founded The Climate Pledge in 2019 and promised net-zero emissions by 2040. - X user Hedgie Jamie Dimon warns America could lose its reserve currency status within 25 years. - X user Whale Insider Meta CTO Andrew Bosworth told employees that AI productivity gains should go into more work, not more time off. When a staffer asked about bringing back extra vacatio
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(Part 5 of 5) - my investing muse (10Aug2026)
My Investing Muse (10Aug2026) Layoffs, closures and Delinquencies The first week of August 2026 saw tech-sector layoffs push year-to-date totals past the full-year 2025 figure, with Layoffs.fyi data showing more than 125,000 tech job cuts already recorded across hundreds of companies. Restructuring for efficiency, cost discipline, and capital reallocation toward AI infrastructure remained key drivers.Zillow (4 August): Eliminated just over 500 positions (~7% of workforce), its largest round of the year. CEO Jeremy Wacksman cited the need for a more disciplined cost structure and operational efficiency amid ongoing growth. Nutanix (4 August): Announced an approximate 5% global workforce reduction (roughly 390 roles) to streamline operations, improve agility, and shift resourc
TOPWho said UVXY is only a hedge? I've been trading it as a core swing. With panic building and term structure tightening, that's where the vol premium is
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08-10
One Design Change at Nvidia Sank Memory and Lifted Optics
Hello. Friday's payrolls report was genuinely bad: July payrolls fell by 23,000, the May and June gains were revised down by a combined 103,000, and hourly earnings rose just 3.2 per cent year on year. $S&P 500(.SPX)$ rose 0.62 per cent to a record close. $NASDAQ(.IXIC)$ rose 1.30 per cent and $Dow Jones(.DJI)$ 0.28 per cent. Data that bad turned out to be good news, because the market immediately cut the odds of a September rate rise to about 44 per cent. Loosen the rate outlook and valuations get room to breathe: $Palantir Technologies Inc.(PLTR)$ ros
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08-10
Wall Street Is Calling for S&P 8,000 — Is the Last 3% Worth Chasing?
Wall Street has just given the bulls another reason to celebrate. J.P. Morgan raised its 2026 year-end target for the S&P 500 from 7,800 to 8,000. Based on Friday’s close of 7,757.64, however, that leaves only about 3.1% of upside. At least seven Wall Street brokerages now expect the index to reach the 8,000 level by year-end. Reuters The headline sounds extremely bullish. But the more important question is not whether the S&P 500 can gain another 3%. It is why J.P. Morgan became more confident after the index had already reached a record high. This Rally Is Finally Getting More Earnings Support Of the 436 S&P 500 companies that had reported second-quarter results through Friday morning, 85.1% beat analyst expectations. That is well above the long-term average of 68%. J.P. Morg
TOPI’m choosing A:Yes, earnings growth will keep driving the S&P 500 higher. What encourages me most about J.P. Morgan’s 8,000 target isn’t the number itself, but the stronger earnings behind it. With more than 85% of companies beating expectations and EPS forecasts rising, the rally is increasingly supported by fundamentals rather than valuation expansion. I also think the AI story is entering a more important phase. It’s no longer just about AI spending, but whether that spending translates into cloud growth, stronger backlogs & real revenue. I’ll continue watching GOOGL, AMZN and MSFT, alongside AI infrastructure names like AMAT and CRWV. That said, I won’t chase the index simply because Wall Street raised its target. CPI & Treasury yields remain key risks. I’ll stay invested, maintain core technology exposure & add gradually on weakness. I’m bullish on 8,000, but I’d rather see earnings drive the market higher than expanding valuations. @Tiger_comments @TigerStars @TigerClub
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Option Trading Strategies: MU, NVDA& .SPX
Hello everyone! Today i want to share some 1 $S&P 500(.SPX)$ TRADE PLAN 📈 📉 SPX bullish plan: SPX above 7759 | SPX Aug 12 7800C 📈 T: 7800, 7849 SL 7720 SPX bearish plan: SPX under 7700 | SPX Aug 12 7620P 📉 T: 7620, 7600 SL 7730 SPX printed a new all-time high at 7793 last week after breaking out above the previous ATH at 7620. If SPX can get through 7800 it can run to 8000 next. As long as 7700 holds, I'd stay bullish this upcoming week. Calls can work above 7759. 2 $NVIDIA(NVDA)$ Trade Idea: Aug 21 230C Trigger: 225 ✅ Targets: 232, 236 🎯 Stop: 221 🛑 NVDA moved from 190 to 224 the past 2 weeks. If NVDA can breakout above 225 this week it can run to 232, 236. NVDA throug
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MU, AAPL, MSTR, BTC& DELL Welcome Great Recovery Here!
Hello everyone! Today i want to share some technical analysis with you! 1 $Dell Technologies Inc.(DELL)$ Looks ready for launch 2 $Bitcoin(BTC.USD.CC)$If this is similar to previous moves, we should get an impulse move right around futures open into the thin air above. A move to the $70k level within 10 days makes sense. Past that, no idea. 3 $Strategy(MSTR)$ A move through the volume gap to $115 would make sense after 6 weeks of compression. 4 $Apple(AAPL)$ Hammer candle at the volume shelf. Looks ready for launch into the volume gap above. 5
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WHY ASTS DOESN’T NEED TO OWN THE CUSTOMER
AST uses BlueBird satellites in low Earth orbit to connect ordinary smartphones directly to broadband at speeds up to ~200 Mbps then routes that traffic through ground gateways back into the carrier’s existing network. That lets AST extend coverage for nearly 60 MNO partners covering 3B+ subscribers without requiring new phones, apps or billing while using the carriers’ spectrum and customer relationships. The model is essentially a wholesale revenue share so AST keeps 50% of subscription and day-pass revenue with estimates scaling from ~3M subscribers and ~300M of subscription revenue in 2027 to ~30M subscribers, ~$2B of subscription revenue by 2030. The technology is proven but the next phase is a lot of execution because reaching those estimates depends on launching enough BlueBirds, ad
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What's the Risk of AAOI?
$Applied Optoelectronics(AAOI)$ risk to reward makes complete sense. Here's why: BULL CASE: The bull case is a situation where management forecasts happen. I.e. $471M/month in revenue by mid 2027 / $5.6B (likely more) in revenue by FY28. $Lumentum(LITE)$ has a current sales multiple of 13x. 20% of $Applied Optoelectronics(AAOI)$ revenue is attributed to this segment so 20% * 13x = 2.6x sales. Innolight and Eoptolink trade ~9x sales and this is where 80% of $Applied Optoelectronics(AAOI)$ revenue is likely to come from. 80% * 9x = 7.2x Blended multiple = 9.8
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🎁Weekly EPS Growth & Dividend Leaders: CSCO, AMAT, BN, SPG, COHR and more
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 10 and August 14. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁Weekly Higher EPS Estimates: CSCO, AMAT, BN, SPG, COHR & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with
TOPHere’s an analytical overview of notable stocks, including Cisco (CSCO), Applied Materials (AMAT), Brookfield Corp (BN), Simon Property Group (SPG), and Coherent (COHR), focusing on their upcoming earnings forecasts and performance metrics as you mentioned: Earnings Forecast and Analysis | Company | EPS Forecast (2026) | Previous EPS (2025) | Price on Aug 10, 2026 | Resistance/Support | Analyst Target Price ||-------------------|-------------------------|--------------------------|----------------------------|------------------------|---------------------------|| Cisco (CSCO) | $4.28 | $0.61 | $121.43 | Res: $124.53 / Sup: $95.39 | $128.00 (mean) || AMAT (Applied Materials) | $12.30 | $2.64 | $539.14 | Res: $604.81 / Sup: $393.68 | $626.10 (mean) || Brookfield Corp (BN) | $0.65 | $0.10 | $44.08 | Res: $46.00 / Sup: $41.78 | $55.50 (mean) || Simon Property (SPG) | $6.73 | $1.70 | $222.91 | Res: $227.50 / Sup: $198.48 | $227.84 (mean) || Coherent (COHR) | $5.46 | $0.46 | $379.13 | Res: $396.40 / Sup: $308.97 | $393.81 (mean) | Supporting Points Cisco (CSCO): Earnings Forecast: Expected EPS of $4.28 for fiscal 2026 compared to $0.61 the previous year. Analyst sentiment indicates a buy recommendation with a target price mean of $128. Options Activity: Recent upside call activity suggests a bullish sentiment around their next earnings due on Q4. Applied Materials (AMAT): Earnings Forecast: Estimated EPS of $12.30, significantly up from last year's $2.64. The stock is receiving growth signals with a strong underlying performance indicated. Market Outlook: Analysts maintain a positive view with a target price of $626.10, reflecting sustained demand in the semiconductor manufacturing sector. Brookfield Corp (BN): Earnings Expectations: Forecast EPS of $0.65, up from $0.10 last year amidst stabilizing market conditions in asset management. Options Analysis: Bulk orders have been concentrated on calls, indicating investor anticipation for positive movements leading up to the earnings date. Simon Property Group (SPG): EPS Forecast: Notable EPS growth forecast to $6.73 from $1.70 indicating recovery in retail and real estate. Analysts remain cautiously optimistic with a price target of $227.84. Market Sentiment: As retail trends improve, SPG is positioned well for growth, reflected in the current stock price. Coherent (COHR): Forecast: Expected EPS of $5.46, highlighting a strong performance from its previous result. Consistent gains reflect its strategic direction in optics and photonics. Options Insight: A significant put order activity showcases some caution or hedging by traders as they anticipate reactions to earnings. Conclusion These companies exhibit significant potential during this earnings season, with enhanced EPS expectations suggesting robust operational efficiency and market recovery efforts. The options trading shows that investors are closely watching these stocks, indicating a mix of bullish and cautious sentiments. Investors should consider these factors in light of their financial goals and risk tolerance. As always, please remember that past performance does not guarantee future results, and it is advisable to conduct additional research or consult with a financial advisor when making investment decisions. Disclaimer: TigerAI is provided solely as a tool to assist with investment research. Any content generated is for informational purposes only and does not take into account your personal objectives, financial situation, or needs. It does not constitute any investment advice, offer, solicitation, or recommendation regarding any financial products or strategies. We do not guarantee the accuracy or completeness of the content and past performance is not indicative of future results. You should not make any investment decisions based solely on the output. Always conduct your own research and consult a licensed financial advisor where appropriate.