Capital_Insights

We officially cover key messages from professional research or investing groups.

    • Capital_InsightsCapital_Insights
      ·38 minutes ago

      Live Recap 4: Research the Person, Not Just the Press Release — Q&A Highlights

      1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Closing out the session, Matt argued that a company's AI leadership history predicts its implementation style — then opened the floor to audience questions on Xero, model diversification, and skills for the next generation of finance professionals. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Wa
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      Live Recap 4: Research the Person, Not Just the Press Release — Q&A Highlights
    • Capital_InsightsCapital_Insights
      ·39 minutes ago

      Live Recap 3: Xero, Oracle and CBA — Three Ways an AI Strategy Can Go Sideways

      1. Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt walked through three real-world case studies — Xero, Oracle and CBA — to show how AI strategy can succeed or unravel in practice, and what each situation should teach investors watching from the outside. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the livestream recap?
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      Live Recap 3: Xero, Oracle and CBA — Three Ways an AI Strategy Can Go Sideways
    • Capital_InsightsCapital_Insights
      ·39 minutes ago

      Live Recap 2: AI Doesn't Fix Bad Data — It Just Breaks Things Faster

      1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. In this segment, Matt turned to the two questions he sees separating real AI-driven value from hype: how clean is the underlying data, and what should investors actually be looking for when they assess a company's AI strategy. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the
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      Live Recap 2: AI Doesn't Fix Bad Data — It Just Breaks Things Faster
    • Capital_InsightsCapital_Insights
      ·40 minutes ago

      Live Recap 1: The Mix Is Shifting — Why 72% AI Adoption Still Isn't a Strategy

      1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt is a Chartered Accountant (CA ANZ) with 15+ years of senior finance leadership experience across the UK and Australia, including as former CFO of Australian tech company Fliteboard through its international expansion, capital raising and ~$89M strategic sale. He's the creator of The Company Coach's "AI-Native Finance Function" concept. This session opened Matt's outlook on how AI is reshaping finance and business, starting with a historical lens on technology-driven change and where AI
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      Live Recap 1: The Mix Is Shifting — Why 72% AI Adoption Still Isn't a Strategy
    • Capital_InsightsCapital_Insights
      ·09-14 19:55

      Morgan Stanley’s Bitcoin Holdings Cross 7,800 BTC — But Who Is Really Buying?

      Hey Tigers🐯! $Morgan Stanley Bitcoin Trust ETP(MSBT)$’s Bitcoin holdings have surpassed 7,800 BTC after three consecutive days of reported accumulation. But the bigger story may be investor demand for $Morgan Stanley(MS)$’s crypto wrapper — not a proprietary Bitcoin bet. According to on-chain data tracked by Arkham and reported on September 12, MSBT added approximately 203.45 BTC worth $15.81 million over three consecutive days, bringing its total holdings to 7,855 BTC, worth more than $600 million at the time of reporting. At first glance, that sounds like $Morgan Stanley(MS)$ is making a $600 million Bitcoin bet. But
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      Morgan Stanley’s Bitcoin Holdings Cross 7,800 BTC — But Who Is Really Buying?
    • Capital_InsightsCapital_Insights
      ·09-14 18:27

      Live Recap 6: James Early & Selina Han Go From Macro to Trades — FRI, AVAH and ROL

      1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. After discussing debt, Federal Reserve policy and rising market dispersion, the session concluded by translating those themes into three ideas for further research. The presentation does not frame th
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      Live Recap 6: James Early & Selina Han Go From Macro to Trades — FRI, AVAH and ROL
    • Capital_InsightsCapital_Insights
      ·09-14 18:13

      Live Recap 4: James Early & Selina Han — AI Boom, New Winners

      1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. The first stage of the AI rally was extraordinarily concentrated. A relatively small number of mega-cap technology stocks captured much of the investment, earnings growth and stock-market attention.
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      Live Recap 4: James Early & Selina Han — AI Boom, New Winners
    • Capital_InsightsCapital_Insights
      ·09-14 17:58

      Live Recap 1: James Early & Selina Han — Why America Can Carry So Much Debt

      1. Live Review Introduction Live Review>> Tiger Brokers’ What The Expert Says session featured Selina Han, Founder of Han Insights, Chief Product Officer of GSA Technologies and former Cboe economist, alongside James Early, CEO of Curia Financial and longtime investment research professional. Hosted by Esther Xiao, the discussion explored the Fall 2026 investment outlook through one central chain: Debt → Rates → Markets → Trades. The first part of the discussion tackled one of the biggest macro questions facing investors: How can the U.S. continue carrying such a large and growing debt load without immediately destabilising i
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      Live Recap 1: James Early & Selina Han — Why America Can Carry So Much Debt
    • Capital_InsightsCapital_Insights
      ·09-11

      The Numbers Michael Burry Is Betting Against

      🐯 Hey Tigers! Breaking news from the "Big Short" — Michael Burry just closed his December 2026 put options on $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$. Capitulation? Not quite. His short book still carries over 21% of his portfolio in AI names. Here's what actually happened, why he did it now, and what it means for the AI bubble debate. 🎯 The Current Move: What Exactly Did Burry Do? On September 9, the Michael Burry Stock Tracker account on X reported that Scion Asset Management had completely closed its December 2026 put options on both $NVIDIA(NVDA)$ and
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      The Numbers Michael Burry Is Betting Against
    • Capital_InsightsCapital_Insights
      ·09-10

      Apple Finally Folds: Can the $1,999 iPhone Duo Reignite the iPhone Upgrade Cycle?

      For nearly two decades, the iPhone has remained recognisably the same object: a flat slab of glass that became faster, brighter and more capable with every generation. On September 9, $Apple(AAPL)$ finally broke that formula. The iPhone Duo is Apple’s first foldable smartphone and arguably its biggest hardware redesign since the iPhone X. Closed, it offers a compact 5.4-inch outer display; unfold it and the device becomes a 7.6-inch screen, the largest ever on an iPhone. It starts at US$1,999, with pre-orders opening October 16 and availability beginning October 23. For consumers, the story is about whether a folding iPhone is worth almost US$2,000. For investors, the question is bigger: can Apple turn foldables from a niche experi
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      Apple Finally Folds: Can the $1,999 iPhone Duo Reignite the iPhone Upgrade Cycle?
       
       
       
       

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