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08-12
$Palantir Technologies Inc.(PLTR)$ Lets ride the bull run during 4 months.
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08-12
$UiPath(PATH)$ Studying this company and looking at some financial information online. I project this to become a company similar to PLTR. Gonna. continue to DCA into this company.
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08-12
$BlackBerry(BB)$ bb all the way to 3 digits stock [Miser] [Miser] [Miser]
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08-12
On August 11, 2026, U.S. equity markets consolidated slightly below record highs as investors paused ahead of the crucial July Consumer Price Index (CPI) report. Volatility remained anchored to energy market fluctuations driven by Middle East geopolitical developments and elevated Treasury yields. August 11, 2026 Market Summary Benchmark / Asset Closing Level Daily Change Key Drivers S&P 500 $S&P 500(.SPX)$
TOPtwixzy: I just updated my model, and this pre-CPI chop fits seasonality. If core prints under 0.2%, breadth probably finally wakes up
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08-12
🪙 SGX Just Had a Record Year — Now 50 IPOs Could Be Coming
Let's be honest — for the better part of a decade, writing about the Singapore stock market felt like narrating a slow-motion chess game where both players kept agreeing to a draw. Delistings outnumbered IPOs. Liquidity was thin. Retail investors yawned and went back to buying US tech. But something changed. And if you've been watching the $Straits Times Index(STI.SI)$ chart lately, you already know what I'm talking about. On July 29, 2026, the $Straits Times Index(STI.SI)$ hit an all-time intraday high of 5,713.19. That came on the back of an 8.8% monthly rally in July — the index's strongest monthly performance since November 2020 — and a 24.0% seven-month total retur
TOP🪙SGX Just Had a Record Year — Now 50 IPOs Could Be Coming. FY2026 was stellar: net revenue +13.9% to S$1.48B, net profit +7.8% to S$698M, dividends up 52% to 57¢/share. The IPO pipeline looks stronger, with tech & healthcare names joining REITs. But 60% of recent listings trade below offer price, showing weak post‑debut performance.🐯 My take: this feels like a short‑term rally. SGX needs IPO winners to prove the revival is real.[Sad]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
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08-11
NBIS Earnings Preview: Can 2026 Guidance Move Higher Again? $NEBIUS(NBIS)$ is set to report 2Q26 earnings on August 12. The focus is on how much of that demand can translate into higher 2026 revenue, faster capacity monetization, and better visibility into 2027. The Biggest Question: Can 2026 Guidance Move Higher Again? Nebius currently guides to $3.0–3.4 billion in 2026 revenue, while Visible Alpha consensus is already at $3.36 billion, effectively sitting at the top end of the range. Goldman Sachs is even more bullish, modeling roughly $3.59 billion. Why are expectations already so high? At 1Q26 earnings, Nebius said AI infrastructure demand remained extremely strong and that capacity had effectively sold out even at high
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08-11
$Palantir Technologies Inc.(PLTR)$
TOP120 cost here, still bullish long term but 175 is pricing a lot of government and AIP growth already. Feels rich unless contracts keep landing, no?
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08-12
Tencent Music Q2 Earnings Breakdown: Behind Revenue Growth, Core Business Remains Under Pressure
After its earnings report release, Tencent Music Entertainment (TME) shares plunged more than 12%. On the surface, the company’s second-quarter revenue and profit continued to grow. However, a closer look at the financials suggests that the underlying momentum of TME’s core businesses remains underwhelming. $Tencent Music(TME)$ In terms of revenue, TME reported total revenue of RMB 8.933 billion (approximately US$1.32 billion) in the second quarter, up 5.8% year over year. Compared with Q2 2025, revenue increased by RMB 491 million, of which approximately RMB 407 million came from the consolidation of Ximalaya. In other words, excluding the consolidation, total revenue from the company's remaining businesses grew by just RMB 84 mill
TOPI remain bullish on Tencent Music over the long term because, in terms of content, platform ecosystem, monetization mechanisms and overall business model, it remains the strongest music-streaming platform in China.
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08-11
$Archer Aviation Inc.(ACHR)$
TOPI compared Archer and Joby on FAA progress, and ACHR does look a bit quicker on the Part 135 side. Still feels like execution matters way more than the story here
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08-11
🌟🌟🌟Is $Intel(INTC)$ USD 15 billion common stock offering a self help or share price dilution? The reality is that issuing 210.5 million brand new shares at a discounted price of USD 95 per share naturally shrinks the size of every existing shareholder's slice of the corporate pie. However despite this, I would Vote For Intel's capital raise. Why? If Intel tries to fund its massive 14A manufacturing process and advanced packaging hubs strictly through credit markets, interest payments alone would devour what little operating margin it has left. If Intel does not burn cash to expand capacity now, it would cede the next decade of AI foundry orders to $Taiwan Semiconductor Manufacturing(TSM)$ pe
TOPThanks for sharing your prospective
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08-11
$Joby Aviation, Inc.(JOBY)$
TOPGot burned on airline names before, but JOBY at least has real engineering behind it. Still feels like a small long bet to me though—certification is the whole game, no?
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08-11
$Grab Holdings(GRAB)$
TOPNot expensive maybe, but sub-10% unit economics after incentives doesn't scream sustainable profits to me. What changes that here?
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08-11
🌟🌟🌟 $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ fell 7% today because Intel unleased a huge USD 20 billion surprise share dilution into the semiconductor sector. This triggered a broad risk off rotation out of tech and into value stocks. This drop represents a healthy, high volatility change of hands rather than a structural market peak. The macro bull run for AI hardware & data center remains unbroken. For new investors, SOXL is a leveraged ETF designed to deliver 300% or 3x of the daily performance of the NYSE Semiconductor Index. When you buy SOXL, you are taking a supercharged, triple strength bet on giant chipmakers like NVIDIA, AMD, Broadcom, Micron & Intel. The catch is SOXL is built strictly for day trading or
TOPHealthy rotation maybe, but SOXL decay in chop is the real pain. Down 7% means the bounce math gets uglier fast, no?
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08-11
🌟🌟🌟Is $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ a Buy right now? Yes SOXL is a tactical Buy but only if you have the stomach for a roller coaster & plan to trade the short term rebound. You are much better off with buying $VanEck Semiconductor ETF(SMH)$ if you intend to buy and hold long term. SMH owns the actual underlying shares of the best semiconductor stocks like $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Taiwan Semiconductor Manufacturing(TSM)$ . It has an expense ratio of 0.35% and a dividend yield of 0.20%. SMH is up 53.7% year todate.&nbs
TOPI added SMH recently too — 0.35% fee and that NVDA TSM MU core makes way more sense for sleeping at night. Only using SOXL for a bounce trade here
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08-11
🌟🌟🌟Despite posting record revenue of USD 234 million (up 62%) & a massive USD 2.36 billion backlog, $Rocket Lab USA, Inc.(RKLB)$ dropped 7% because CEO Peter Beck admitted that Neutron rocket liftoff may shift to 2027. Peter Beck's sudden caution is a great example of a good CEO who trades short term hype for long term structural survival. He does not want to see Neutron turn into an accidental firework display on live TV. I would vote to stay the course and not sell as Rocket Lab has a USD 2.36 billion order book. It has literally more customers than it can handle. Rocket Lab has also signed a blockbuster deal to acquire Iridium to build a vertically integrated space powerhouse. When Neutron finally flies, Rocket Lab will
TOPI don’t understand people who would trade this stock when the space business is going to become a fundamental layer of the economy in the near future. I see space stocks as worthy of investing, not trading
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08-11
Dow Jones and Copper: Why the Overlap Reveals a Nest and Signals a Major Risk-On Acceleration
Dow Jones and Copper: Why the Overlap Reveals a Nest and Signals a Major Risk-On Acceleration The long-term advances in the Dow Jones and Copper cannot be correctly labeled as regular Elliott Wave impulses. The reason is based on one of the most important rules within Elliott Wave Theory: Wave 4 of a regular impulse cannot overlap the price territory of Wave 1 at the same degree. This overlap is visible in both markets. In the Dow Jones, the advance from the 2009 Wave ((II)) low contains overlapping price action that prevents the entire rally from being counted as a regular five-wave impulse. Copper presents the same structural condition in its advance from the 2011 cycle. Rather than suggesting that these bullish cycles are approaching completion, the overlap points toward a much more pow
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08-11
TRADE PLAN for Aug 11th 📈 $SPX gapping up this morning, most likely we see one more range day before CPI data premarket tomorrow. IF SPX can get through 7800 after CPI... 8000 comes. Calls can work above 7800 this week $MU in a range from 800-930. Once it closes above 900 on a daily candle, we'll see the 930 test. MU back to 1000 coming by September. Calls can work above 900. $NVDA 225 is a breakout level to set up for 236. WAIT for the 225 break before considering calls. $QQQ needs through 726 to test 732. I'd treat QQQ as a quicker day trade until we see Chip and memory stocks start to lead again
TOPWhy wait for 225 on Nvidia though? AI demand is still there, I’d rather start nibbling on the base than chase the breakout
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08-12
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Meta Platforms, Inc.(META)$
TOPI added on the dip too — lawsuits hit near term, but the AI ROI is what matters. Open model plus Meta's scale still looks underpriced to me
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08-12
$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ 🚀 $RKLB Q2 2026 earnings: Record growth, but Neutron is the real trade 🚀 Rocket Lab just delivered the kind of quarter most growth investors dream about: 🟢 EPS: -$0.08 | Est. -$0.08 🟢 REV: $234.07M | Est. $230.94M 🟢 Revenue: +62% YoY 🟢 Backlog: $2.36B | +137% YoY 🟢 New post-quarter contracts: >$1B And yet $RKLB is getting hit roughly 9%. Why? Because this earnings report exposed something important about the valuation: investors are no longer debating whether Rocket Lab can grow. They are debating how quickly Neutron can turn that growth into a much larger laun
TOP$2.36B backlog helps, but Neutron slip is what the multiple trades on now. Can that contract pile really fund the burn without more dilution?
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Navigating AMD's Earnings Paradox: Fundamental Growth, Peer Dynamics, and Smart Options Strategies for Volatile Markets
Market expectations for $Advanced Micro Devices(AMD)$ Advanced Micro Devices (AMD) have reached historical highs, driven by the massive expansion of artificial intelligence infrastructure and hyperscaler capital expenditure. However, AMD's post-earnings stock reactions have frequently frustrated retail investors—often falling 7% to 9% immediately following double-digit revenue beats and upwardly revised guidance. 1. Why AMD Stock Declines Despite "Earnings Beats" The paradox of AMD’s stock falling after reporting strong headline earnings stems from four core factors: A. Pre-Earnings Run-Ups & "Whisper Numbers" Wall Street consensus figures are rarely the actual target for hyper-growth technology stocks. Prior to earnings releases, AMD stock oft