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08-21
🪙 Tiger Coins | Samsung Has the Technology. Why Is TSMC Still Winning?
South Korea’s semiconductor industry is enjoying one of its strongest AI-driven booms. HBM, DRAM, advanced packaging and AI servers are all benefiting from the global infrastructure buildout. $SK hynix(SKHY)$ has become one of the biggest winners, and on August 19 announced a roughly KRW 40 trillion share repurchase covering about 24.07 million shares, which are expected to be cancelled. Yet $Samsung Electronics Co., Ltd.(SSNLF)$ faces a very different challenge: while AI demand is creating record opportunities for Korean semiconductors, Samsung’s foundry business is still struggling to convert technology into major customer orders. It is not that Samsung lacks technology.
TOPJerry Lam: I am more optimistic about the two lines of HBM/AI memory + advanced packaging, and the short and medium-term certainty is higher than simply betting on the change of foundry share. Samsung is not without technology. What is really difficult is to stably transform advanced processes into yield, large-scale mass production and repeated customer orders. The strongest part of TSMC is actually not "node leadership" itself, but that customers have formed long-term trust and ecological dependence. Therefore, even if Samsung's 2nm technology is good, it needs several really important customers to adopt it for several consecutive generations before the market will reprice its foundry business. On the contrary, SK Hynix is now moving further ahead: AI demand has entered profit and cash flow from orders, and then into repurchase and cancellation of shares. This shows that the HBM cycle is changing from an industry story to a shareholder return. If you want to pick the biggest winner, I still prefer SK Hynix at present; If you look at the longer-term moat, I will continue to choose TSMC. Bottom line: Samsung wants to prove that "technology can exchange customers", Hynix is already proving that "AI demand can exchange cash", and TSMC's most difficult thing to copy is the whole manufacturing ecology.
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08-21
Why Ross Stores’ 10% Comparable-Sales Growth Shows the Value Trade Is Still Working
$Ross(ROST)$ delivered one of the week’s clearest consumer signals: shoppers may be cautious, but they are still spending when the merchandise and price feel compelling. Its second-quarter comparable sales grew 10%, far faster than most large retailers, and management raised its second-half outlook after improving product assortments and store execution. Ross reported after the August 20 market close for the 13 weeks ended August 1. Revenue increased 13% to approximately $6.26 billion and adjusted earnings reached $2.06 per share, above the roughly $1.94 expected. Management now forecasts fiscal-2026 EPS of $8.61–$8.77, compared with its prior $7.50–$7.74 range. It expects comparable sales to increase 6%–7% in the third quarter and 4%–5% in the fo
TOPInventory turn matters just as much here. When assortments tighten and markdown risk stays low, that comp strength usually carries better than a one quarter promo pop
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08-21
Live Recap 3: The AI Basket Broke Together — Inside the Situational Awareness Forced Unwind
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Selena Han, former $Cboe Global Markets, Inc(CBOE)$ economist and founder of Han Insights. With 8 years of experience at CBOE, the largest US equity options exchange, Selena served as the exchange’s first dedicated economist, translating raw market data into actionable insights for regulators and all tiers of market participants. Her research spans US equities, derivatives, volatility dynamics, macro trends and AI sector investment logic. Beyond earnings and CapEx, Selina flag
TOPOn the options tape, a forced unwind usually shows up as put OI popping and skew steepening faster than fundamentals would justify. The chain mattered more than earnings here
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08-21
Live Recap 4: Fed Policy, Jackson Hole, and What Comes Next — Q&A Highlights
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann,featuring Selena Han, former $Cboe Global Markets, Inc(CBOE)$ economist and founder of Han Insights. With 8 years of experience at CBOE, the largest US equity options exchange, Selena served as the exchange’s first dedicated economist, translating raw market data into actionable insights for regulators and all tiers of market participants. Her research spans US equities, derivatives, volatility dynamics, macro trends and AI sector investment logic. Closing out the session, Selina connect
TOPMacro path is the whole game here. If Jackson Hole shifts the rate narrative, AI multiples do not stay insulated just because capex is intact
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08-21
Option Movers | Circle's Call Calendar Spread and Short Put Signal Bullish Institutional Sentiment; Marvell's $1.85 Million Synthetic Long Leads Bullish Flow
Wall Street's main stock indexes closed lower on Thursday (Aug 20) as rising Treasury yields dented risk appetite, disappointing results from retail bellwether Walmart soured investors on the consumer sector and rallying oil prices fanned inflation worries. Regarding the options market, a total volume of 63,904,797 contracts was traded, of which 55% were call options. Top 10 Option Volumes Top 10: $NVIDIA(NVDA)$, $Tesla(TSLA)$, $SpaceX(SPCX)$, $Apple(AAPL)$, $Strategy(MSTR)$, $Intel(INTC)$, $Micron T
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08-21
Live Recap 1: Why Tech Stocks Fell Despite Strong Earnings — Six Weeks That Moved the Market
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Selena Han, former $Cboe Global Markets, Inc(CBOE)$ economist and founder of Han Insights. With 8 years of experience at CBOE, the largest US equity options exchange, Selena served as the exchange’s first dedicated economist, translating raw market data into actionable insights for regulators and all tiers of market participants. Her research spans US equities, derivatives, volatility dynamics, macro trends and AI sector investment logic. Big Tech's Q2 earnings looked strong a
TOPStrong earnings never guaranteed upside. This selloff looked more like positioning plus liquidity stress than fundamentals cracking.
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08-21
Live Recap 2: The Big Tech AI CapEx Scorecard — Who's Actually Turning Spending Into Earnings
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Selena Han, former $Cboe Global Markets, Inc(CBOE)$ economist and founder of Han Insights. With 8 years of experience at CBOE, the largest US equity options exchange, Selena served as the exchange’s first dedicated economist, translating raw market data into actionable insights for regulators and all tiers of market participants. Her research spans US equities, derivatives, volatility dynamics, macro trends and AI sector investment logic. With all five Big Tech names reporting
TOPFrom ROI and cash flow conversion, Microsoft and Google still look like the cleanest AI spend-to-earnings stories. The capex gap matters less when monetization is already showing up
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08-21
🐯Options Made Simple —10 Quizes That Changed How We See the Markets
Event Recap Copy 🐯 Options Made Simple — A Night That Changed How We See the Markets Thursday night, our Tiger Brokers community gathered for an electrifying session with Benedict Lim (Investment Representative, IBF Trainer, and SGX Ambassador), and the room was buzzing from start to finish. Benedict kicked things off by demystifying derivatives with a brilliant analogy we all understand — buying a Property OTP (Option to Purchase). In minutes, the "fear" of options melted away, and we saw clearly how a small premium can control massive upside while capping downside risk. You may also interested in James Ooi's Portfolio Seminar Recap: Building and Reviewing Your Investment Portfolio
TOPI didn’t attend the event myself, but I can already tell from this recap that it was a really fruitful and practical session. I especially liked the Property OTP analogy because it makes options much easier to understand and removes some of the fear around derivatives. The biggest takeaway for me is that options are not simply about predicting whether a stock goes up or down. Understanding Theta, IV, intrinsic and extrinsic value, and the different strategies is just as important. The IV Crush example around earnings was particularly useful because it shows how even getting the direction right doesn’t guarantee a profit. Overall, this recap gave me a much clearer picture of how options can be used for different market conditions, from generating income to protecting a portfolio. I didn’t get to join this one, but the content definitely makes me interested in attending the next offline meetup and learning more. @Tiger_comments @TigerStars @TigerClub
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08-21
【Livestream Clip 4｜Selina Han: That Late-July AI Chip Selloff Wasn't Really About Earnings】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina
TOPWhat stood out to me most is that the late-July tech selloff wasn’t simply about weak earnings. Big Tech delivered strong results, but the market was looking ahead at AI CapEx, rates and positioning. Strong earnings don’t always mean higher stock prices. I also found the AI CapEx comparison across Big Tech very useful. I’m increasingly focused on whether massive AI spending can actually translate into revenue, margins and sustainable returns, rather than simply chasing companies with the biggest spending plans. My biggest takeaway is the importance of “situational awareness.” Earnings, macro data, AI CapEx and market positioning can all interact at once. Understanding what the market has already priced in is just as important as understanding the fundamentals. @Tiger_comments @TigerStars @TigerClub @TBlive
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08-21
【Livestream Clip 3｜Selina Han: Everyone's Burning Cash on AI, Why Isn't Apple】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina
TOPMy biggest gain is: Apple didn't follow other giants to pile AI Capex crazily, which is a strategic choice in itself. Microsoft, Google and Meta are all using huge capital expenditures to grab computing power and model capabilities, but Apple is more like using the existing ecology, terminal equipment and supply chain to do AI. If it can finally be realized by iPhone replacement, end-side AI and service income, its capital efficiency may be higher. But the risks are also obvious: if AI capabilities and user experience obviously lag behind, low Capex is not "discipline", but may become a "missed window". Therefore, I will focus on whether the user utilization rate, replacement cycle and service income after the AI function is really implemented are driven by AI. Bottom line: Apple is betting on who spends more than others.
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08-21
【Livestream Clip 2｜Selina Han: Meta's Ads Are Improving, But Is Its AI Spend Worth It】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina
TOPMy biggest gain is: the key to Meta now is not whether AI is useful, but whether AI investment can be turned into profit fast enough. The improvement of advertising business shows that AI recommendation and advertising tools have begun to produce practical results, which is more important than simply talking about model capabilities. But on the other hand, Meta's capital expenditures and expenses are also rising rapidly, and if revenue growth can't keep up with depreciation, computing power and infrastructure costs, the market will re-question the rate of return sooner or later. So I will focus on three things: advertising conversion rate, revenue increase brought by AI, and whether free cash flow can be improved again. As long as these three continue to cash in, huge Capex is more like an investment; If cash flows are consistently swallowed up, that goes from a "growth story" to a "cost story". Bottom line: Meta has proved that AI can help it sell more advertisements. The next step to prove is whether the money earned by these advertisements can outperform the money burned by AI.
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08-21
【Livestream Clip 1｜Selina Han: Why Microsoft Has the Clearest AI Monetization Path】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong?Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our
TOPMy biggest gain is: looking at AI giants now, we can't just look at how big Capex is, but who turns Capex into revenue and cash flow first. Microsoft is relatively easier to understand, because Copilot, Azure, Teams and Outlook themselves have mature enterprise customers and payment channels. AI is not looking for a business model from scratch, but directly increasing the customer unit price and stickiness in the original ecology. This also explains why "strong earnings but falling stock price" is not contradictory. The market has gone from "who dares to spend money on AI" to the stage of "who can prove that the money spent is rewarded", and then superimposing interest rates and crowded positions, it is no longer enough to simply exceed expectations. Bottom line: The next stage of AI investment is not the scale of Capex, but the speed of realization and free cash flow.
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08-20
Berkshire ending 14 straight quarters of net selling is definitely worth watching. It could be an early sign that the most cautious money in the market is starting to regain confidence. I don’t see it as an all-out bullish signal, but capital is clearly rotating back into AI, semiconductors and infrastructure. CoreWeave, SMCI and Lumentum also show that investors are increasingly looking beyond quarterly revenue and focusing on backlogs, long-term contracts and future cash flows. The big question now isn’t whether money is coming back — it’s which companies can actually turn that capital spending into sustainable profits. Valuations still matter, especially after the strong AI rally we’ve already seen. For me, this is a reason to stay invested but remain selective, rather than chase every
TOPP/FCF is where the selectivity starts for me. If future contract growth is already priced two years out, a lot of these AI names still look crowded 👀
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08-20
I think the 25% residual-value guarantee is both the foundation and the biggest risk of the deal. It gives lenders confidence to finance massive GPU deployments, but the real question is whether these chips will still have meaningful value when the loans mature in 3–5 years. I’m encouraged by the fact that older $NVIDIA(NVDA)$ GPUs like the A100 are still being used, while CUDA keeps extending the useful life of existing hardware. But unlike cars or aircraft, there isn’t a mature secondary market for obsolete GPUs, so depreciation risk remains difficult to price. For me, the structure is bullish for AI infrastructure in the near term, but I wouldn’t treat the
TOPThat 25% backstop only works if GPU resale stays liquid, and 3 to 5 years is forever in this cycle. CUDA helps, but hardware decay usually outruns software lock-in.
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08-20
Biotech hit the headlines
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Moderna, Inc.(MRNA)$ $Merck(MRK)$ Merk and Moderna absolutely ripped on the news of discovery of an antibody that have a breakthrough in cancer therapy. Its been a long time since we last saw such a huge upside move for biotech companies. I myself is a Registered Nurse by training. So seeing a medical company doing well warms my heart. However, investors who are looking to ride this bullish wave be careful. What goes up usually will come down. When it’s going to retrace nobody knows. So set your goals and stick to the plan if you are trading these stocks. @Paws
TOPMRNA clearing the long-term trend line on volume matters more here, and weekly RSI still does not look stretched. Biotech momentum finally has teeth 👀
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08-20
$Alibaba(BABA)$ Just finish listening to the ER half an hour ago. These are my initial thoughts with a glance through the numbers: 1) it's suprisingly a positive release imo. For the first time, they're not behind peers in the industry. E-commerce top line is more or less in line or slightly outperforming & profitability somewhat maintained. 2) Cloud PaaS business is now profitable finally contributing to group margins after multi-decade subsidies. Only drawback is AI application expenses actually outpaced the margins from PaaS business. But AI application is actually growing extremely fast triple digit & crucial to the PaaS long term business. That's the whole model. I consider this development positive. In comparison, Tencent seems
TOPMSFT and AMZN went through the same path 6 months ago, now people regret not buying when MSFT was $350
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08-20
Marvell's Google Win Reveals the Real AI ASIC War $Marvell Technology(MRVL)$
TOPSupplier diversification usually shifts pricing power back to Google, not just share between Broadcom and Marvell. Bigger question is whether warrants end up mattering more than gross margin here
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08-20
Memory: Up to 10% Share Reduction, CPO Adds New Optionality Memory makers are no longer just printing profits — they are starting to retire serious amounts of stock. SK hynix could ultimately shrink its share base by nearly 10%, while Sandisk’s remaining authorization equals roughly 6.7%. Sandisk Fired First. SK hynix Just Raised the Stakes $SanDisk Corp.(SNDK)$ kicked things off by adding $14B to its repurchase authorization, leaving $15.5B available. At its Aug. 19 closing price, that is equivalent to roughly 6.6% of the share base. The company had already repurchased $4.5B of stock in the prior quarter. $SK hynix(SKHY)$ then raised the stakes. Its KRW40T ($28.7B) program will bu
TOPA near 10% shrink is huge, but memory is still a cycle game. I care more about inventory days and capex discipline than the buyback math.
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08-21
Two Day Roller Coaster: Moderna (MRNA) Deep Fundamental & Outlook Analysis
The Coming-of-Age from "Pandemic Stock" to "mRNA Platform Titan" August 21, 2026 On August 19, $Moderna, Inc.(MRNA)$ 's stock price skyrocketed 177% in a single session, surging from $62.96 to $174.38. On August 20, it plummeted 23.6% to $133.32. Over the two days, the cumulative gain still stood at 111.7%, but $16.4 billion in market cap evaporated in a single day. This roller-coaster was not driven by a fundamental reversal, but rather by violent repricing of the mRNA platform's value by capital markets. For Moderna, August 2026 marks its official coming-of-age—from a "COVID beneficiary stock" to a "diversified mRNA platform company." For the XBI and broader biotech sector, it serves as a textbook demonstration of "sentiment contagion" and "risk
TOPModerna’s 2026 transformation is bigger than a one-day stock rally. The 177% surge followed by a 23.6% pullback shows how aggressively markets are repricing its mRNA platform. The real catalyst is mRNA-4157’s Phase 3 success, potentially opening a multibillion-dollar personalized cancer-vaccine market. Yet investors should separate platform potential from valuation reality. Moderna still burns billions annually, while COVID revenue continues to decline. At $133, expectations for rapid oncology commercialization are already high. The bull case is compelling: successful cancer-vaccine approval could create a new growth engine beyond respiratory vaccines. The bear case is equally clear: manufacturing complexity, competition and delayed profitability could expose the stock to another sharp correction. In my view, Moderna is no longer simply a “COVID vaccine stock.” It has become a high-risk, high-reward bet on whether mRNA can evolve into a true multi-disease therapeutic platform.
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08-21
$Food Empire(F03.SI)$ Food Empire - What is happening! Price is down 12 cents to 2.26. This morning was trading at 2.47-2.48. End of the day, closed 12 cents lowered at 2.26. Xd 1st September for 4 cents dividend. Immediate support is at 2.23. 15th August 2026: The price has retreated from 2.58 to 2.38, looks like boat is back. 4 cents interim dividend, XD 1st September. Final , estimate another 6 cents plus 2 cents special. Yield is about 5% at 2.38. Lai ah, jiak! 1 Michelin star Fish soup from Hougang Mall. 12 August 2026: Food Empire posts record 1H2026 results amid global uncertainties; increases interim dividend • 1H2026 revenue and NPAT reaches all-time high, demonstrating resilience of diversified international operations des
TOPAt 2.38, 12 cents full-year dividend is already above 5% yield. That support at 2.23 matters more than the intraday panic.