To The Moon

1. Executive Summary $Microsoft(MSFT)$ delivered one of the most consequential earnings reports of the year — landing right as tech markets were reeling from their worst session since April 2025. Azure growth accelerated to 43%, capital expenditures came in below elevated analyst expectations, and overall revenue rose 18% year-over-year. The market's reaction was swift: the largest single-day market-cap expansion by any U.S.-listed stock in history (~$450B). Overall Revenue Growth: +18% YoY ($90B for the quarter) Azure Growth: +43% YoY (Azure topped $100B for full fiscal year 2026, up 41% for the year) Capital Expenditures: $41B (below elevated analyst consensus) Single-Day Market Cap Added: ~$450B 📌 Key Insight: Wall Street isn't

1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl

1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl

Amid soaring oil prices and a tech stock sell-off, $HSBC Holdings PLC(HSBC)$ maintains a bullish stance: Five reasons support continued gains in US stocks HSBC's bullish view on US stocks is based on five key assessments: global economic growth expectations have been significantly revised downwards, making better-than-expected data more likely in the future; corporate earnings have exceeded pessimistic expectations for several consecutive quarters, continuously validating fundamental resilience; US stock valuations are already lower than at the initial stages of geopolitical conflicts, providing ample safety margins; US Treasury yields have room to fall after a sharp rise, potentially providing support for the stock market; market funds have not l

Hi Tigers🐯, Recently, the $Straits Times Index(STI.SI)$ has risen for 10 consecutive days, repeatedly hitting new all-time highs. Based on Singapore's market top-gainers list, Inside the top 5 gainers YTD 2026, 3 are bank stocks: $OCBC Bank(O39.SI)$ (+47.36%); $DBS(D05.SI)$ (+33.11%); $UOB(U11.SI)$ (+30.49%); the other 2 winners are $SGX(S68.SI)$ (+41.71%) and $Wilmar Intl(F34.SI)$ (+29.64%). Today we're seeing that @Macquarie War

1. Executive Summary $Micron Technology(MU)$ just delivered one of the strongest quarters in its history—and Wall Street is taking notice. Revenue, margins, and earnings all crushed expectations, but the bigger story wasn't the numbers. Management revealed 16 Strategic Customer Agreements (SCAs) covering roughly 20% of DRAM and one-third of NAND shipments, marking a major shift from the traditional boom-and-bust memory cycle toward longer-term contracted revenue. The response from analysts was swift: J.P. Morgan: Overweight, Price Target $1,540 (raised from $550) Morgan Stanley: Overweight, Price Target $1,200 (raised from $1,050) Goldman Sachs: Neutral, Price Target $1,100 (raised from $900) 📌 Key Insight: Wall Street isn't simply r

Chris Vermeulen : VOLUME AND MARKET INTERNALS SIGNAL WEAKNESS Chris Vermeulen — Technical Trader Speaker Profile Name: Chris Vermeulen Title/Position: Founder & Chief Market Strategist, TheTechnicalTraders Professional Background: Senior technical analyst specializing in market cycles, trend following, and trading strategies; author of technical analysis books; provides paid ETF signals and options trading signal services. Areas of Credibility: Technical analysis, market sentiment, sector rotation, precious metals & USD trends. Bias/Conflict of Interest: Sells paid subscription services (Premium ETF Signals, Options Trading Signals) through his website, creating potential conflicts of interest; long-term bearish on tech stocks; favors defensive assets. Key Takeaways Cracks are form

1. Executive Summary While many investors are worried that the market has run too far, too fast, Goldman Sachs is taking the opposite view. The investment bank recently reaffirmed its bullish outlook on U.S. equities, arguing that strong earnings growth, AI-driven productivity gains, and resilient economic conditions continue to support higher stock prices. Goldman believes the current rally remains fundamentally driven rather than purely speculative. 📌 Key Insight: The bull market is no longer being driven solely by optimism. Earnings are doing the heavy lifting. 2. Why Goldman Remains Bullish The biggest reason behind Goldman's confidence is corporate earnings. According to the bank, the median company reported earnings growth of approximately 14%, making it one of the strongest earnings

$S&P 500(.SPX)$ ROE hit a record high of 22%, but the capital expenditure boom of AI giants will systematically drag down the earnings quality of the seven major tech stocks in the coming years. Market Snapshot $SPDR S&P 500 ETF Trust(SPY)$ : 📈 Closed up 754.83 (+1.8%, previous close 741.75) [Data as of 06/16 05:05 EDT] | Pre-Market: $754.56 (-0.04%) $Invesco QQQ(QQQ)$ : 📈 Closed up 744.00 (+3.1%, previous close 721.34) [Data as of 06/16 05:05 EDT] | Pre-Market: $745.15 (+0.15%) $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ : 📈 Closed up 518.44 (+1.0%, previous close 513.06) [Data as of 06/16 05:05 EDT] | Pre-M

[Key Takeaway] Top macro strategist Hong Hao on Tencent and China tech majors: Not bearish, even slightly bullish. But this isn't a blind "buy the dip" call. His more nuanced view: the current selloff isn't the "end of a mispricing" — it's a necessary phase in a valuation logic transition. 1. Stock Price Pressure ≠ Fundamental Deterioration Hong Hao makes it clear: "The stock price pressure is unrelated to company fundamentals." What does this mean? Tencent's earnings power and business model haven't been disproven. The market isn't worried about WeChat's monetization or the gaming license pipeline. The selloff is driven by sentiment, narrative shifts, and capital flows — indiscriminate selling as global allocators rebalance portfolios and market themes rotate. 2. "Buy Good Companies When