Last time I talked with you about this week's options strategy: besides continuing to run the index options straddle into rallies, one could also consider going long U.S. Treasuries on dips — especially the price of the long-bond TLT. But on Treasuries, as of today, after the escalation of the U.S.–Iran war, everyone needs to be more careful: rising crude oil drives inflation expectations higher, which could push Treasury yields up further, and Treasury prices would then face downward pressure. So we can lift the stop-loss on the buy-the-dip Treasury view a bit higher — up to near the prior-low support around $83.5. Review：Strong Dollar Returns: After Booking the Straddle Win,Why Treasuries Deserv

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.56%* During the week, softer payroll data reduced expectations of an imminent Fed hike. Looking ahead, markets will focus on the release of the FOMC minutes for further insight into the Fed's assessment of inflation and growth risks. HSBC continues to see a hawkish bias at the front end as policymakers remain focused on inflation risks and keep all upcoming meetings "live" for potential policy action. *Bloomberg, as of 2026/07/02. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑3.02% As of 03 Jul 2026 (Fri), $CSOP iEdge SREIT ETF S$(SRT.SI)$ declined 0.27% WTD in SGD, bringing YTD return to ‑3.02%. WTD losses were led by industrial, reta

A recent string of mismatches between macro data and capital flows has revealed a new direction for the rotation across global asset classes. After deeply reviewing the latest non-farm payrolls (NFP) data, the U.S. Dollar Index, the yen's trajectory, and U.S. equity fund flows, I want to discuss a new trading thesis that may differ from what many people think: the pressure that a rising Dollar Index puts on global equities is not over. Bottom-fishing is not currently suitable for U.S. stocks, but it may be relatively suitable for U.S. Treasuries. Why do I say this? To sum up my current logic chain: although over the past week the Dollar Index staged a pullback at its major resistance around 101.3, judging from the performance of the yen — the dollar's second-largest counterpart — and the t

🚀 FTSE China A50 Futures – My 16-Point Morning Trade! 📈💰 $FTSE China A50 Index - Sep 2026(CN2609)$   Sometimes the best trades are not the biggest trades—they are the ones where I simply follow my trading plan. On 7 July 2026, I spotted a high-probability setup on the FTSE China A50 September 2026 Futures (CN2609). Instead of chasing the market or hoping for a miracle rally,I patiently waited for technical confirmation before entering my position. I went long at 14,808 and, just a few minutes later, I closed my position at 14,824, locking in a 16-point profit. Since every index point is worth US$1 per contract, this trade earned US$16 before commissions and fees. Some people may laugh and say, “Only US$16?”

$META$ My outlook on Meta remains positive. The company continues to strengthen its core advertising business while investing heavily in AI, improving engagement across its platforms, and building new long-term growth opportunities. With strong cash generation, a massive global user base, and continued innovation across its ecosystem, I believe Meta is well positioned for further growth. Overall, I’m bullish on META and believe the stock has strong long-term upside potential.

Economic Preview: Key Data Releases (week of 06Jul2026) Services Sector Indicators S&P Global Services PMI: The June forecast is 51.3, suggesting continued growth compared with the previous reading. ISM Non-Manufacturing Prices: The June release is expected in the coming week. The previous reading of 71.3 pointed to elevated inflationary pressures across the non-manufacturing sector, with higher costs likely filtering through to consumers. ISM Non-Manufacturing PMI: The June forecast is 54.2, indicating expansion in the non-manufacturing sector. Energy Market Signals Crude oil inventories previously recorded a drawdown of more than 3.7 million barrels, suggesting producers may be responding to stronger expected consumer demand. This is a bullish indicator, and the upcoming release shou

News and my thoughts from the past week (06Jul2026) The ability to innovate does not always translate to the ability to lead or manage. It can be a lapse or a flaw. Knowing the difference is important. Meta employees consumed 73.7 trillion AI tokens in a single month. That costs roughly $221 million a month, or $2.65 billion a year. The median Meta employee makes $388,200. At that rate, the token spend alone could pay for about 6,800 engineers for a full year. - X user Hedgie Half of investors have reduced their portfolio risk, while 62% expect a recession and 71% worry market volatility will hurt their finances. Gen Z is the most concerned, citing job security and weaker savings, per Allianz. - X user Unusual Whales Google reportedly doesn't have enough AI capacity to meet demand - Z user

Everything you need to know in one place.[Happy] The second half of 2026 marks an important turning point for investors. While artificial intelligence remained the main market theme, the key drivers of stock performance shifted. During the first half of the year, markets faced major economic and geopolitical uncertainty, yet many companies continued to report strong earnings. Many investors felt they had missed out as several AI hardware and storage companies delivered massive gains after rapid breakouts. At the same time, heavy investment in AI infrastructure left many enterprise software companies trading at more attractive valuations, creating potential opportunities for the rest of the year. Macroeconomic & Geopolitical Vectors of H1 2026 The first half of 2026 was shaped by geopol

$Micron Technology(MU)$   Summary Micron Technology, Inc. delivered a record-breaking quarter with Q3 FY26 revenue of $41.5B, up 346% YoY, and non-GAAP gross margin surging to 84.9%. MU's growth is powered by AI data center demand and transformative long-term take-or-pay contracts, securing ~50% of revenue and reducing cyclicality. Management guides for $50B revenue next quarter and $30B in free cash flow for Q4 FY26, fully funding aggressive CapEx from operational cash generation. I estimate MU's EPS at $114 in 12 months, supporting a $1,725/share price target by July 2027 at 15x P/E, with upside potential if growth outperforms. Micron Technology, Inc. (MU) reported the most important quarterly earnings last wee

I got $Alphabet(GOOG)$. I think the AI trend will continue to be bullish for the foreseeable future

I got INTC for my draw. It is a comeback story for Intel as AI narrative caused its RAM speciality to become lucrative again. However does it really warrant its current and future evaluation? I will sit and watch for now.

The question Tiger SG is asking, what did you miss in H1, is more uncomfortable than it looks. Because the answer for most investors is not a single stock. It is a structural misread of how the entire market was rotating underneath the headline numbers. The S&P 500 rose 9.5% in H1 2026, slightly behind its historical annual average of 12.8%. That sounds orderly. It was anything but. Beneath the index, the old winners became the laggards. The hyperscalers, Microsoft, Alphabet, Amazon, Meta, and Oracle, solidly underperformed the market. Microsoft was on track for its worst monthly loss since 2008, down 20% in June alone. Oracle fell 30%. Meanwhile, investors piled into memory chip companies whose products help power AI. Samsung, Micron, and SK Hynix are now the 10th-, 13th-, and 14th-mo

Market Outlook of S&P500 (06Jul2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend, and a reversal can be in the works. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at -0.04, indicating the market has more selling momentum than buying. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average

Nvidia. One of my current stocks holding in my portfolio for the long-term. [Cool]

The recent hype $SpaceX(SPCX)$ that would literally launch to the moon! As for now it's not for me as a value investor

$Apple(AAPL)$ Apple stands out as my preferred pick,  backed by a solid long-term track record and demonstrated resilience across market cycles. These strengths position it well to continue delivering sustainable performance. $Apple(AAPL)$ @Jessline @WanEH

$Microsoft(MSFT)$ Microsoft had been in a low dip and now is time to buy the dip