To The Moon

Sign Up
CommunityConnect with experts, uncover more opportunities
DJIA
--
--
DJIA
NASDAQ
--
--
NASDAQ
S&P 500
--
--
S&P 500
HSI
--
--
HSI
Straits Times Index
--
--
Straits Times Index
S&P/ASX 200
--
--
S&P/ASX 200
600
General
TBlive
·
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
【Livestream Clip 2｜Selina Han: Meta's Ads Are Improving, But Is Its AI Spend Worth It】
TOPJerry Lam: My 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.
3
Report
656
General
TBlive
·
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
【Livestream Clip 1｜Selina Han: Why Microsoft Has the Clearest AI Monetization Path】
TOPJerry Lam: My 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.
3
Report
969
General
Shyon
·
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
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 ma...
# QQQ Falls 1%: Warsh and Bessent Clash at Jackson Hole — Who Sets the Tone?
TOPwigglyz: P/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 👀
1
Report
787
General
Shyon
·
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
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 GP...
# CRWV, NBIS Surge Post-Earnings — Has AI Compute Hit Its Inflection Point?
TOPNancyZhang: That 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.
4
Report
817
General
PawsAndProfits
·
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
Biotech hit the headlines
# Moderna Doubles in a Day on mRNA Cancer Vaccine Data — Still Chaseable?
TOPAlexiaTours: MRNA clearing the long-term trend line on volume matters more here, and weekly RSI still does not look stretched. Biotech momentum finally has teeth 👀
4
Report
596
General
Max87
·
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
$Alibaba(BABA)$ Just finish listening to the ER half an hour ago. These are my initial thoughts with a glance through the numbers: 1) it's suprisin...
TOPAncient One: MSFT and AMZN went through the same path 6 months ago, now people regret not buying when MSFT was $350
2
Report
1.09K
General
Mrzorro
·
08-20
Marvell's Google Win Reveals the Real AI ASIC War $Marvell Technology(MRVL)$   disclosed an expanded agreement with $Alphabet(GOOG)$   covering a broad range of custom products tied to the TPU ecosystem, including AI inference accelerators, NICs, storage controllers, memory interface controllers and near memory compute products. $Alphabet-A (GOOGL.US)$ also received warrants tied largely to future purchases of Marvell custom silicon. The market quickly interpreted the deal as a threat to Broadcom's historically dominant position around Google TPUs, sending Marvell higher and Broadcom lower. However, 
Marvell's Google Win Reveals the Real AI ASIC War $Marvell Technology(MRVL)$ disclosed an expanded agreement with $Alphabet(GOOG)$ covering a broad...
# 💰Stocks to watch today?(25 August）
TOPpopzi: Supplier 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
1
Report
967
General
Mrzorro
·
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
Memory: Up to 10% Share Reduction, CPO Adds New Optionality Memory makers are no longer just printing profits — they are starting to retire serious...
# 💰Stocks to watch today?(25 August）
TOPlittlesweetie: A 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.
1
Report
1.41K
Selection
AI_FocusedTrader
·
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
Two Day Roller Coaster: Moderna (MRNA) Deep Fundamental & Outlook Analysis
# Moderna Doubles in a Day on mRNA Cancer Vaccine Data — Still Chaseable?
TOP苏36: Moderna’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.
3
Report
654
General
Sporeshare
·
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
$Food Empire(F03.SI)$ 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, close...
TOPjinglese: At 2.38, 12 cents full-year dividend is already above 5% yield. That support at 2.23 matters more than the intraday panic.
2
Report
530
Selection
nerdbull1669
·
08-21

Navigating Market Divergence: Stock Sell-Offs, Crypto Resilience, Tightening Big Tech Debt, and Portfolio Positioning

In this article we analyse whether this cross-asset divergence signifies a broader institutional shift toward risk assets or a specific tactical allocation into non-sovereign stores of value. It evaluates the impact of pending alternative crypto legislation on market infrastructure and institutional participation, examines the intensifying pressure on Big Tech debt financing in an elevated rate environment, and provides an actionable 1-to-3-month portfolio playbook designed to hedge macro volatility while strategically capturing selective upside. 1. The August 20 Sell-Off: Macro Triple-Whammy vs. Crypto Resurgence The substantial downturn across broad U.S. stock indexes on August 20, 2026, underscores a fragile macroeconomic backdrop. The convergence of three distinct headwinds triggered w
Navigating Market Divergence: Stock Sell-Offs, Crypto Resilience, Tightening Big Tech Debt, and Portfolio Positioning
# 💰Stocks to watch today?(25 August）
TOPhappygo: Good add on liquidity management—high grade commercial paper looks competitive here, with more flexible duration. For tech exposure, cash flow matters more than beta in the next 1 to 3 months.
2
Report
827
Selection
nerdbull1669
·
08-21

The Machine Economy: Evaluating the Near-Term Reality and Risk Vectors of AI and Bitcoin Convergence

In this article we would like to share what are our thoughts of the topic. Our analysis concludes that while foundational building blocks will achieve operational maturity in the near term (1–3 years), widespread global adoption will proceed through a bifurcated timeline. Sub-narratives such as AI agent micro-payments on Lightning and energy grid co-optimization are set to see immediate adoption in niche developer, open-source, and cloud-compute ecosystems. However, full-scale macroeconomic integration faces significant derailment risks. Key structural catalysts include the deployment of open-source agent frameworks (e.g., $Block, Inc.(XYZ)$ Block’s Goose and Buzz), multi-party signature identity standards, and energy load balancing. Conversely, fi
The Machine Economy: Evaluating the Near-Term Reality and Risk Vectors of AI and Bitcoin Convergence
# 💰Stocks to watch today?(25 August）
TOPDouglasMalan: Vol is the underpriced risk here. Without a stable unit of account, AI agent micropayments on Lightning stay niche because enterprise cash flow modeling breaks fast.
4
Report
1.34K
General
koolgal
·
08-21
🌟🌟🌟When $Wal-Mart(WMT)$ , US largest low cost grocery chain warns that shoppers are pulling back on non essential spending, it means that the middle and lower class consumer engine is out of gas. Walmart suffered a brutal 9% drop as a result of this ominous warning. Compounding the panic, the US 30 year Treasury yield jumped upward to cross its historic 19 year high. Rather than trying to guess which consumer staples stocks can survive the storm, you can invest in $Consumer Staples Select Sector SPDR Fund(XLP)$ which represent the Giants of the Consumer Staples sector. The top holdings include $Procter & Gamble(PG)$ $Co
🌟🌟🌟When $Wal-Mart(WMT)$ , US largest low cost grocery chain warns that shoppers are pulling back on non essential spending, it means that the middl...
# The boss asked me to issue coins
TOPsnixee: WMT warning is exactly why the defense case feels shaky here. If the core consumer is tapped out, XLP is just hiding in slower pain lol
7
Report
807
General
koolgal
·
08-21
🌟🌟🌟 $SpaceX(SPCX)$ , Elon Musk's cosmic powerhouse just felt the heavy pull of Earth's gravity.  It dropped a sharp 4.02% in a single session as the highly anticipated 2nd round of insider share lifting ban officially expired. I found a way to stop stressing about SpaceX insider lockup expiration date and focused my zen on just buying $Invesco NASDAQ 100 ETF(QQQM)$ .  After all SpaceX has been fast tracked into this powerful ETF.  This takes the stress out of worrying about the 4% drop. The good news is that being included in Nasdaq 100 index, means that passive index funds tracking the index are now legally required to automatically acquire millions of SpaceX shares to mimic the index's
🌟🌟🌟 $SpaceX(SPCX)$ , Elon Musk's cosmic powerhouse just felt the heavy pull of Earth's gravity. It dropped a sharp 4.02% in a single session as the...
# The boss asked me to issue coins
TOP1PC: Nice Sharing 😁 @Aqa @JC888 @Barcode @Shyon @DiAngel @Shernice軒嬣 2000
8
Report
2.14K
Hot
koolgal
·
08-21
🌟🌟🌟Crypto Winter is over with Bitcoin smashing through the USD 72,500 barrier. Riding this tidal wave is $Strategy(MSTR)$ the ultimate Bitcoin proxy.  It has skyrocketed a massive 7.8 % in a single session.  The catalyst?  A wave of optimism over the CLARITY Act.  Do you chase MSTR? I prefer to buy $iShares Bitcoin Trust(IBIT)$ .  While MSTR functions as a wild, debt leveraged tech stock that swings on corporate performance, iBit operates as a pure spot backed institutional fund. IBit is backed by BlackRock, the largest asset manager on Earth.  There is no corporate debt, no software revenue decay and zero executive key person risk.  For a small fee of 0.25%, your cap
🌟🌟🌟Crypto Winter is over with Bitcoin smashing through the USD 72,500 barrier. Riding this tidal wave is $Strategy(MSTR)$ the ultimate Bitcoin prox...
# The boss asked me to issue coins
TOP1PC: Nice Sharing 😁 @Barcode @Aqa @DiAngel @Shyon @JC888 @Shernice軒嬣 2000
12
Report
681
Selection
TigerOptions
·
08-21

Why Walmart’s 9% Drop Exposed the Limits of Its Defensive Reputation

$Wal-Mart(WMT)$ is usually treated as one of the stock market’s safest consumer businesses: when household budgets tighten, shoppers often trade down to its stores. Its fiscal second-quarter report challenged that assumption. Revenue and e-commerce grew, and management raised its annual forecast, yet US comparable sales slowed enough to suggest that even Walmart cannot escape pressure from fuel costs and cautious consumers. Walmart logo with Consumer Staples background Walmart reported on August 20 for the quarter ended July 31. Revenue increased 5.9% to $187.94 billion, adjusted earnings reached $0.81 per share and global e-commerce sales grew 23%. Operating profit rose 28.8% to approximately $9.4 billion. However, Walmart US comparable sales excl
Why Walmart’s 9% Drop Exposed the Limits of Its Defensive Reputation
# 💰Stocks to watch today?(25 August）
TOPTigerOptions: $WMT 20260821 101.0 PUT$$Wal-Mart(WMT)$ done[Miser]
1
Report
912
General
koolgal
·
08-21
🌟Talk about financial whiplash!  What will go down as biotech history is $Moderna, Inc.(MRNA)$ .  The stock surged an unbelievable 177% yesterday on explosive Phase 3 cancer vaccine validation volume, only to get hit by a savage, profit taking meat grinder today.  Moderna plunged 23.55% plus another 2.76% in after hours trading. Is this explosive wave of Moderna momentum dead or just a temporary setback before it continues its upward momentum? I find that it is less stressful to just invest in $Health Care Select Sector SPDR Fund(XLV)$ of which Moderna is one of the holdings.  The top holdings include $Eli Lilly(LLY)$
🌟Talk about financial whiplash! What will go down as biotech history is $Moderna, Inc.(MRNA)$ . The stock surged an unbelievable 177% yesterday on ...
# The boss asked me to issue coins
TOPsnoozii: XLV makes more sense if you want biotech exposure without one Phase 3 headline swinging the whole ride. MRNA is only a small slice there, and UNH/LLY/JNJ/ABBV damp a lot of that single name chaos.
2
Report
123
General
苏36
·
08-21
The most valuable takeaway for me is that retail investors have structural advantages that are often overlooked. Unlike professional fund managers, we are not tied to short-term performance targets, redemption pressure or strict investment mandates. This gives us the freedom to build a portfolio around our own goals, risk tolerance and time horizon. I also found the discussion about cash, turnover and momentum particularly useful. Holding cash provides flexibility during volatility, but excessive cash can create a significant opportunity cost. At the same time, blindly “buying the dip” is not always the best strategy, especially when negative momentum continues. Ultimately, good investing is not just about picking great companies. It requires disciplined portfolio management, emotional co

James Ooi's Portfolio Seminar Recap: Building and Reviewing Your Investment Portfolio

@TigerClub：
[Wow]Offline meeting venue rendering on August 19th Dear Tigers, Were you at Raffles Palace this past Wednesday evening for the Portfolio Management seminar led by Tiger Brokers Singapore's Chief Market Strategist @Tiger_James Ooi ? Whether you made it or not, it's worth reflecting on a key question: how do retail investors and professional fund managers differ in their investment styles, analytical angles, and research rigor? More importantly, what steps can you take to become a more systematic, strategy-driven investor? We've distilled the evening's insights into a concise recap below. Regardless of whether you were in the room, reviewing your own portfolio framework is always time well spent. Read on, and be sure to
James Ooi's Portfolio Seminar Recap: Building and Reviewing Your Investment Portfolio
The most valuable takeaway for me is that retail investors have structural advantages that are often overlooked. Unlike professional fund managers,...
TOPJamesWalton: The review habit matters too. A simple checklist beats emotions when momentum turns and cash starts feeling like dead weight lol
1
Report
724
General
ShayBoloor
·
08-21

AI Trading Ideas: New Trend to Know

Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $SpaceX(SPCX)$ is aiming for “30+ Starship launches/day in 2030” or roughly 10,000 launches a year. That would represent a completely different scale for spaceflight with Starship launching more than once an hour. 2 $SpaceX(SPCX)$ and $AST SpaceMobile, Inc.(ASTS)$ are reportedly eyeing ~$6B of 800 MHz spectrum that could strengthen their push into satellite direct-to-device service. The licenses cover nearly the entire U.S. population with preliminary bids due in early September and the FCC targeting a Nov. 5 completion. 3
AI Trading Ideas: New Trend to Know
# AI Companies and Industry DIG
Comment
Report
625
General
Mathematical Money
·
08-21

You're Not Trading. You're Underwriting. | Tiger Seminar

Most people meet options by buying one. It expires worthless, and that is the end of the story. Somebody was on the other side of that contract. That side is not a trade in the usual sense — it is closer to writing a policy. You accept an obligation, you get paid up front, and then you carry it. On Wednesday 26 August I am speaking at Tiger Brokers' Singapore office about what that actually involves. What I will cover: - The wheel, worked end to end with round numbers: cash-secured puts through to covered calls, and what actually happens when you get assigned - Diagonal call spreads as a lower-capital alternative — and why lower capital means leverage, not a free lunch - Where the carry genuinely comes from, and why time decay is only part of the answer - The honest shape of a premium-sell
You're Not Trading. You're Underwriting. | Tiger Seminar
TOPClarenceNehemiah: Insurance analogy works only halfway — actuarial tables and Greek-driven pricing are not the same game. The gap matters more than theta here
2
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24

All