I believe most market participants currently recognize that U.S. equities are at an extremely delicate point of equilibrium. Technically, the S&P 500 has already fallen below its 20-day moving average, and bearish sentiment has intensified sharply. At the fundamental level, however, the fragile balance among U.S. Treasuries, U.S. equities, confidence in the U.S. dollar, and inflation expectations remains unchanged. The Treasury’s expansion of its long-term Treasury buyback program may appear to stabilize the market, but in the face of rapidly rising debt and elevated interest costs, the measure looks more like an attempt to buy time than to solve the underlying problem. $标普500(.SPX)$

The S&P 500 recently pushed into record territory, but this is exactly where I think discipline becomes important. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ When markets are running hard, FOMO can make everything look like a buy. 🐂 WHY I'M STILL BULLISH • AI investment remains a major growth driver • Strong companies continue delivering earnings growth • Cooling inflation could support equities • Lower yields would provide another tailwind ⚠️ WHY I'M STAYING CAUTIOUS • Some tech valuations are getting stretched • Semic

. Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2

micron n adobe going to be bullish for next30days

👋 Thursday was a strong day for tech. The $S&P 500(.SPX)$ rose 0.65% to a record 7,798.99, while the $NASDAQ(.IXIC)$ gained 0.81%. $Netflix(NFLX)$ jumped 5.43%, $Adobe(ADBE)$ 4.54%, $Salesforce.com(CRM)$ just over 4%, $Micron Technology(MU)$ 4.23%, and $Intel(INTC)$ 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto

Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c

Hello. The last of this week's AI hardware papers came in overnight, and both were sold. $Applied Materials(AMAT)$ earned US$3.50 a share, ahead of forecasts, grew revenue 25 per cent year on year, said AI-related demand hit a record, and guided next-quarter revenue above Wall Street expectations. It closed down 2.48 per cent and fell another 5.13 per cent after hours, to US$507.11. $Coherent(COHR)$ was starker. Its report the previous evening beat on both lines — earnings of US$1.74 a share against US$1.6474 expected, revenue of US$2.046 billion against US$2.025 billion — and it closed down 7.99 per cent yesterday at US$327.23, giving back the whole of the prior day's 8.24

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ With Trump pushing for a cut in capital gains tax, which on the surface it does benefit the wealthy the most. However, it does mean its more favorable than ever as a retail investor to invest in the US market. With all the optimism taken into account, please do take precaution. Do not chase the companies that have already ran up, set your profit taking margins and stop losses. Develop your own system and stick to it until it breaks, then evaluate and adjust it accordingly. Always remember, the market only reward investors who stay invested. By having strict rules and system, it ensures that you get to stay in the market on the long run, while st

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti

$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal

Good

Good

Replying to @InverseCramer:waiting for mummy to buy biscuits for me//@InverseCramer:Wow congrats @Shernice軒嬣 2000 !

Thank you @TigerStars and congrats to the other winner. [Love]

Thanks for the rewards!

Thank you for the voucher @TigerStars