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

The networking giant is growing again. The awkward question is whether investors have already priced in the comeback. Cisco built the plumbing. Wall Street suddenly wants the skyscraper Cisco has done something Wall Street has spent years asking it to do: grow. Revenue reached $63.33 billion in FY2026, up 11.8%, while net income surged 30.3% to $13.27 billion. Diluted EPS rose 30.6% to $3.33. Networking revenue jumped from $28.30 billion to $34.67 billion. And yet, looking at the share price, you might assume $Cisco(CSCO)$ had turned up to the AI party wearing last decade’s outfit. The shares closed at $109.59 on 20 August, well below the 52-week high of $130.37. More intriguingly, the analyst consensus remains Buy, with a $136.05 price target imp

$康利國際控股(06890)$ 0.09 divident

$晶泰控股(02228)$  

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

SpaceX's $60 Billion Acquisition of Cursor Says AI Coding Is Real. Who Wins Next? AI coding is one of the most easily monetizable segments in the broader AI value chain. The recent completion of $Space Exploration Technologies Corp(SPCX)$  's acquisition of Cursor on August 14 underscores strong capital interest in this space. Cursor has already achieved an annualized revenue of over $4 billion as of June this year, with a significantly higher share of enterprise customers. According to Battery Ventures' 2026 Enterprise Survey, Cursor's "any-use" adoption rate among enterprises stands at approximately 60%. Following the transaction, Anysphere's existing shareholders received a total of roughly 389.3 million shares of SpaceX Class A common sto

Yesterday's bloodiest stock story was Walmart. The surface data is all good news: EPS is $0.81 better than expected $0.74, revenue of 1,879 billion higher than expected 1,868 billion, and annual guidance has also been increased. But the stock price plummeted 9.2%, the largest single day decline since July 2022 Walmart, traded at 40 times P/E, its valuation implies an assumption that it successfully transformed into a tech-enabled commerce platform. But when a company with a net margin of just 3%, revenue growth rate of 56% enjoys the premium of growth stock, any guidance miss is seen by the market in a magnifying glass. $沃爾瑪(WMT)$  

Memory Stocks Swing Wildly: Can AI and HBM Break the Traditional Cycle? Memory stocks rebounded broadly on Thursday, with $SK hynix (SKHY.US)$, $Seagate Technology (STX.US)$, $SanDisk (SNDK.US)$, $Western Digital(WDC)$  , and $Micron Technology(MU)$   all moving higher. The sector had been under pressure in recent sessions. On Wednesday, Treasury yields fell sharply and SK Hynix announced a massive share buyback, yet memory stocks still gave up early gains. The muted response to positive catalysts has brought one key question back into focus: Is the memory cycle approaching a peak, or are AI and HBM extending the traditional memory

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

Marvell Bears Spar With Bulls as Google Deal Bolsters Outlook $Marvell Technology(MRVL)$   bulls battled it out with bears looking to fade Wednesday’s gains that were fueled by a major commercial partnership with $Alphabet(GOOG)$  's Google.  Shares of the chipmaker swung between gains and losses Thursday after its 8% the previous session pushed eight of the 15 most commonly used technical indicators to flash warnings of a divergence or oversold conditions that could disrupt the rally. After yesterday's gains, the stock is now up 44% from its low on July 29. That could mean near-term caution or consolidation risk is elevated

QQQ Pulls Back as Whales Sell Over $70M in Puts: Is the Bottom Near? $Invesco QQQ(QQQ)$   continued to pull back on Thursday, falling about 1% intraday to around $709. Long-term Treasury yields moved higher again, keeping valuation pressure on technology stocks. Meanwhile, QQQ's options market saw a cluster of large put-selling trades. Traders are taking advantage of the pullback to sell downside risk while showing a willingness to take on QQQ exposure at lower levels. Over $70 Million in Put-Selling Activity Several large QQQ put sales appeared on Thursday: – Sep. 18 $685 Put: 37,000 contracts, about $29.42 million in premium – Sep. 18 $660 Put: 37,000 contracts, about $15.17 million – Sep. 18 $682 Put: 17,

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