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08-21
$DIS Moves Closer to $110 as Optimism Returns
$Walt Disney(DIS)$ $Disney(DIS) +0.36% Mild Rebound at $107.32, MACD Golden Cross Signals Momentum Building Toward $111.16 Resistance Latest Close Data DIS closed at $107.32 on 2026-08-21, up +0.36% (+$0.39). The stock sits roughly 10.4% below its 52-week high of $119.78 and about 16.4% above its 52-week low of $92.19. Intraday range: $106.42–$108.69, amplitude 2.12%. Core Market Drivers Disney+ and Hulu recently signed a six-show video podcast deal with iHeartPodcasts, supporting streaming engagement. Meanwhile, former Disney CEO Bob Iger and Joshua Kushner reportedly agreed to acquire the NBA Lakers for over $12 billion, keeping the Disney brand in the sports spotlight. Broader media peers saw mixed flows, with Netflix down 2.78% and Warner Bros
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08-21
$DXCM Nears a New High After Strong Results
$DexCom(DXCM)$ $DexCom, Inc.(DXCM) +0.38%: Glucose Monitor Leader Consolidates Near 52-Week High, $91.96 Breakout in Sight 📈 Latest Close Data: DXCM closed at $90.22 on Aug 21, up +0.38%, just 1.89% below its 52-week high of $91.96. After-hours trading held at $90.22, signaling stability. Core Market Drivers: Dexcom's Q2 earnings beat on both EPS ($0.70 vs $0.61 est.) and revenue ($13.08B vs $12.90B est.), driven by strong continuous glucose monitor demand. The company raised full-year revenue guidance to $5.18–$5.25B, reinforcing bullish sentiment. Sector-wide medtech strength is providing additional tailwinds. Technical Analysis: Volume ratio at 1.05 shows normal participation. MACD remains positive with DIF at 4.18 and DEA at 4.00, but histogra
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08-21
$AVGO’s AI Ambitions Put $100B Revenue Goal in Focus
$Broadcom(AVGO)$ $Broadcom(AVGO) Held +0.43% at $364.03: AI Order Momentum Builds, $400.71 Resistance Looms, $333.06 Support Holds Latest Close Data 📊 AVGO closed at $364.03, up +0.43% (+$1.55) on August 21, 2026. The stock sits -26.5% below its 52-week high of $495.00, and +29.1% above its 52-week low of $281.87. After-hours price ticked to $366.58. Core Market Drivers 📰 AI momentum remains the dominant narrative. BNP Paribas Exane raised its AVGO target to $675, citing 143% YoY AI-related revenue growth and confirmed Q2 AI orders of $30B (vs. $10.8B shipped). CEO Hock Tan targets $100B AI revenue by FY2027. Meanwhile, semiconductor peers AMD (+14%) and Marvell (+26%) have outperformed AVGO over three months, creating relative-value attention. Te
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08-21
$UBER Is Growing Again
$Uber(UBER)$ $Uber Technologies (UBER) +0.65%: Mobility Giant Stabilizes Above $78, Momentum Building Toward $83 Breakout 🚗📈 Latest Close Data: UBER closed at $78.55 (+0.65%) on August 21, 2026, with intraday range of $78.09–$80.15. The stock sits ~23% below its 52-week high of $101.99 and ~20% above its 52-week low of $65.41. Core Market Drivers: Uber disclosed selling 72M Aurora Innovation shares at $6.55/share, signaling portfolio streamlining. Roth Capital Partners trimmed its PT from $105 to $100 while maintaining a Buy rating. Broader mobility sentiment remains resilient despite Waymo competition concerns, with gross bookings still growing +20% YoY. Technical Analysis: Volume came in at 17.58M shares (Volume Ratio: 1.15), indicating modestly
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08-21
US Treasury Bond Purchases: Gold Surges, Dollar Plunges—But Is a Bull Market Really Here?
Last night, I shared my latest assessment of gold, equity indices, crypto assets, and the US dollar in the futures livestream room on the Tiger Brokers platform following the release of news regarding US Treasury purchases of government bonds. The central focus of the livestream was how to determine whether the market had shifted from a consolidation phase into a new trending phase by analyzing correlations among different asset classes. For those who were unable to attend, the replay of the video course is available below: Massive US Treasury Rescue Buying! Gold Surges, the Dollar Plunges: What Trading Opportunities Lie Ahead? I will now categorize and summarize the key information and trading-related insights fro
TOP0billionaire: Correlation works until stress breaks it. I care more about whether this dollar drop is liquidity-driven or a credit repricing, because EUR and JPY won’t travel the same path.
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08-21
$UAA Has Lost More Than a Third of Its Value. What Happens Next?
$Under Armour Class A(UAA)$ $Under Armour (UAA) +0.95% Recovery: RSI Climbs Off Oversold, Watch $5.10 Support & $6.32 Resistance Latest Close Data: UAA closed at $5.30 on 2026-08-21, up +0.95% from $5.25. The stock sits -35% below its 52-week high of $8.15, but +28% above the 52-week low of $4.13. Core Market Drivers: Short volume ratio remains elevated at ~23%, suggesting sustained bearish pressure. Capital flow data shows 5-day cumulative net outflow of -$3.5617 million, with large orders leaning sell-side. No company-specific catalysts appeared in recent news—price action is purely technical within a downtrend. Technical Analysis: Volume came in at 8.3377M with a Volume Ratio of 0.96, indicating near-average participation. MACD remains deepl
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08-21
A Beat, a Raise, and Yet Walmart's Worst Day in Four Years
Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. $S&P 500(.SPX)$ closed down 0.87 per cent and $Dow Jones(.DJI)$ 1.32 per cent, about 600 points — Barro
TOPAlibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a "cheap AI stock." It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]
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08-21
Can $G Turn Rising Short Interest Into a Bigger Rally?
$Genpact(G)$ $Genpact (G) +1.46%: AI-Enabled Services Play Reclaims Momentum, $40 Resistance Eyed Latest Close Data: Closed at $36.93 (+1.46%) on Aug 21. Now ~24% below the 52-week high of $48.64, but building off the $26.85 low. Volume ratio surged to 2.11x with turnover at 3.05%. Core Market Drivers: Strong accumulation signal — 1-day capital flow shows total inflow of $69.76M vs outflow of $49.28M, with large-order buying ($24.49M) dwarfing large-order selling ($8.35M). Institutional holders remain anchored: BlackRock (9.43%), Nalanda Capital (8.15%), Vanguard (6.13%). Short interest has been climbing, with short volume ratio hitting 24.20% on Aug 19 — potential squeeze fuel. Technical Analysis: RSI(6) has exploded from 41.6 to 77.1 in just four s
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08-21
AI Storage Demand Gives $WDC Another Shot at $500
$Western Digital(WDC)$ $Western Digital (WDC) +1.51% Climbs to $469.05, Squeezing Toward $477 Intraday High as MACD Turns Bullish 🚀 Latest Close: WDC closed at $469.05 (+1.51%) on Aug 21, with intraday high of $477.28 — now just -41.3% below its 52-week high of $799.87. Pre-market had hinted at strength at $464.00. Core Market Drivers: NAND/HDD pricing optimism continues as AI-driven storage demand tightens supply. WDC's Q4 results (reported Aug 6) beat estimates, but shares initially sold off on cash-flow concerns — that dip is now being bought. No major WDC-specific news today; move appears technically driven. Technical Analysis: Volume: 5.37M shares (Volume Ratio 0.60) — below average, suggesting accumulation rather than distribution. MACD: DIF
TOPNice Sharing 😁 @JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000
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08-21
M&A Hopes Are Driving $PYPL Toward $65
$PayPal(PYPL)$ $PayPal(PYPL) +1.71% Closes at $62.30: Stripe M&A Premium Fuels Momentum, $63.04 Breakout in Sight 🚀 Latest Close Data PYPL ended the Aug 21 session at $62.30 (+1.71%), just 0.74 below the immediate resistance of $63.04. Price remains 21.4% below the 52-week high of $79.22, but has rebounded strongly from the $38.46 low. After-hours price: $62.27. Core Market Drivers PayPal remains in active sale talks with Stripe and Advent International, with reports indicating the bidding group has raised its offer above the initial $60.50/share proposal. CEO Enrique Lores is steering the company through a strategic review. Q2 results beat expectations (revenue $8.68B, adj. EPS $1.38), prompting multiple analyst target raises. Short interest
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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.
TOPI 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.