To The Moon

Insider Alert | Roundhill's Neocloud ETF Meets Burry's Short. Who's Right? On August 6, a dramatic divergence unfolded in the AI compute market. Roundhill Investments officially launched the $Roundhill Neocloud ETF(NCLD)$  , aiming to package $NEBIUS(NBIS)$   , $CoreWeave, Inc.(CRWV)$   , and a cohort of former crypto miners into a tradable AI infrastructure asset.  Almost simultaneously, news broke that Michael Burry initiated a short position in Nebius at an entry price of US$211.77. Bypassing put options due to implied volatility exceeding 100%, Burry opted for a direct equity short. The market reaction was swift: NBIS plunged rou

xAI's CapEx Is Set to Join the Top Tier. Who Are the Suppliers? In February 2026, xAI was officially merged into $Space Exploration Technologies Corp(SPCX)$   , triggering a rapid expansion cycle for its Colossus supercomputing cluster. AI has now become the primary focus of the group's CapEx.  Based on the latest quarterly earnings report and management commentary, while no absolute dollar guidance was provided for 2027, management confirmed that single-quarter CapEx in the second half of the year will remain at levels similar to Q2. The market projects that the SpaceX group's overall CapEx next year could exceed $100 billion, with the vast majority of resources allocated to the AI compute segment corresponding to xAI. As Colossus-

SK Hynix Tests Key Gamma Support: Will $135 Hold? On Friday, $SK hynix(SKHY)$   fell nearly 5%, leading a broad pullback across the memory sector. Investors grew concerned after the company announced plans to expand capital expenditures over the coming years, raising expectations for faster HBM and DRAM supply growth. While the investment supports long-term AI demand, it also fueled concerns that future memory supply could outpace expectations, weighing on pricing and industry profitability. Meanwhile, the AI memory sector had rallied sharply in recent months, prompting some investors to lock in profits. From the options market's perspective, short-term positioning has turned more cautious, but there are no signs of panic selling. The $1

For me, AMD and PLTR are the two names I’m watching most closely. AMD has a strong AI/data-center growth story, while PLTR continues to show that AI demand is translating into real earnings growth. But with both stocks already carrying high expectations, the key question isn’t just whether EPS beats estimates — it’s whether guidance and future growth can beat the market’s expectations too. For dividends, I’d lean toward AMP or OKE. I prefer companies where dividend income is supported by solid cash flow and a sustainable business, rather than simply chasing the highest yield. If I had to pick one overall, AMD would be my watchlist pick, but I’d still wait for a better risk/reward entry. My picks: AMD for growth, AMP/OKE for income. @Tige

I’d pick C) Industrials — especially Eaton (ETN). Amazon is still my favorite mega-cap here, with AWS growth showing that AI spending is turning into real revenue. But at this stage of the cycle, I’m more interested in the companies supplying the infrastructure behind AI. Eaton is a good example. Data centers need massive amounts of electricity, power management and grid infrastructure, so rising AI capex directly creates demand for Eaton’s products and services. I’m still bullish on the AI-capex cycle, but I don’t expect the rally to be a straight line. Valuations are higher, so earnings, backlog and cash-flow growth will matter more. My pick: ETN. AI is no longer just about chips and GPUs — the next big opportunity could be the infrastructure needed to power the entire AI ecosystem.

$SK hynix(SKHY)$   📉 Solidigm Nasdaq Listing Fears: Rumors are swirling that SK hynix is pushing for a U.S. Nasdaq listing for its subsidiary, Solidigm. Shareholders are panicking that outside investors will dilute SK hynix's stake and add to the infamous "Korea discount."  🤖 Wild AI Rumors Shot Down:  Crazy Telegram rumors claimed SK hynix was selling HBM chips to Nvidia at a massive 50% discount just to grab priority GPUs. SK hynix strongly denied this, calling it completely false. 💰 Cash Hoard vs. Shareholder Returns:  While Korean chip giants (Samsung & SK hynix) are sitting on a massive $263.4B in net cash fueled by the AI boom, investors are frustrated over weak payout policies compared to global peers like Micron (wh

Beware of these scammers. They will promise you big profits, guaranteed returns, and even compensation if things go wrong. They may let you make money on the first few trades to gain your trust. Once you’ve invested more, they encourage you to keep holding while your investment loses value. Don’t let false promises cost you your savings. If something sounds too good to be true, it probably is. Please be careful and do your own research before investing. Share this warning with your family and friends so they don’t become victims too.

When the Market Starts Shopping Before the Customers Do If markets were online shoppers, they'd have clicked ‘Buy Now’ before reading the product description. Shopify's latest earnings release triggered exactly that behaviour, adding roughly $30 billion in market value in a single week as investors celebrated a quarter that comfortably exceeded expectations. The next shopping platform may be the one nobody sees The excitement is understandable. Gross merchandise volume surged 32% to $115.57 billion, revenue climbed 34% to $3.58 billion during the quarter, and management guided to low-30% revenue growth for the third quarter, comfortably ahead of consensus expectations. Those are not the numbers of a company struggling to justify its relevance. Yet I think the more interesting question isn'

"This is not the end... it is not the beginning of the end. It is perhaps the end of the beginning..." (Winston Churchill, 10 Nov 1942 While everyone was debating and watching AI and some SpaceX, copper has in the middle of this week hits its ATH (All Time High)! Not a significant event for the retailers. It is one of the many commodities after all. In recent years, some members of this group have another name, known as “critical metals”. In another couple of years, perhaps they could be called “gemstones” for all I know. People who have read my articles would know that I am fan of many of these “gems”, such as copper, silver, gold or platinum. Besides the reasons for the surge, I will shared some copper miners here for interest. Bear with me, I will use more pictures than words for this s

Artificial intelligence (AI) evolution has entered a new phase. For the past 2 years, investors rewarded companies supplying the picks and shovels of the AI revolution, from semiconductor makers to networking equipment suppliers. This would include familiar names like - $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, $Cisco(CSCO)$ etc… While that aspect of spending spree is not ending anytime soon, focus has begun to shift.  The Shift. MSFT’s recent fiscal Q4 results, suggest the more important question is evolving and that is “can companies convert AI infrastructure spending into recurring, measurable enterprise revenue”? It’s true that businesses

$Hong Leong Asia(H22.SI)$ $3.8 Target Price. --Growth Catalysts for Hong Leong Asia (H22.SI)--   Hong Leong Asia's key growth catalysts centre on three pillars: (1) a proposed spin-off and Hong Kong listing of a subsidiary, which could unlock significant embedded value, (2) strong operating momentum from its core engine business via China Yuchai International (CYD), and (3) a healthy balance sheet supporting both organic expansion and shareholder returns. The stock trades at a modest P/S of 0.47x, suggesting the market may not be fully pricing in these catalysts. (1). Proposed Spin-Off & HK Listing of Subsidiary On 28 January 2026, Hong Leong Asia announced plans to spin off an indirect subsidiary and list it on the Hong Kong Stoc

$Rocket Lab USA, Inc.(RKLB)$ will report its Q2 2026 financial results on Monday, August 10, 2026, after the U.S. market close, followed by an earnings conference call at 5:00 p.m. ET. 1. Q2 2026 Consensus Expectations vs. Q1 2026 Previous Release Key Takeaways from Q1 Comparison: Operating Efficiency: In Q1 2026, Rocket Lab delivered an unexpected bottom-line beat (reported EPS of -$0.07 vs. -$0.0815 estimated) due to cost control in manufacturing and a shift toward higher-margin missions. Top-Line Surge: Q2 expectations reflect aggressive year-over-year revenue growth (~60%), driven by Electron launch frequency and Space Systems contract completions. 2. Key Operational Catalysts to Watch in the Report Neutron Development Timeline: The medium-lif

$Apple(AAPL)$   Risks for Hold on Apple (AAPL) Stock Given that I'm Hold-rated, I see several risks here. First, given the expensive valuation, if we enter a period in the market where high multiple names fall under pressure, AAPL could be caught up in the rotation. The stock is simply not cheap, and while many see AAPL as a buy-and-hold forever stock, that doesn't mean it can't experience drawdowns. Hardware supply is also a key constraint at this time. Apple is reliant on a small group of suppliers for everything from advanced chips to memory and product assembly. If the company isn't able to get the components it needs to build its products, it could face both cost and timing constraints, which may ultimatel

$QAF(Q01.SI)$ $1.2 Target Price --Overview of QAF -- QAF Limited (SGX: Q01), a regional multi-brand food player known for flagship brands like Gardenia and Cowhead, drives its operational growth through core distribution network expansion, brand power, supply chain scale, and disciplined capital allocation.   --Growth Catalysts for QAF-- 1). Dominant Market Leadership & Pricing Power (Bakery Division): As a market leader in packaged bread across Singapore, Malaysia, and the Philippines under the Gardenia banner, QAF maintains structural pricing power. Strong brand equity allows the group to pass on elevated raw material (wheat, flour) and energy costs to retail prices without severe volume destruction. 2). Expansion of D

🌟🌟🌟$SGX(S68.SI)$  is an absolute high conviction Buy.  Its full year FY2026 earnings report was released yesterday on 6 August 2026 which completely shattered expectations.  The market had feared stagnant equity volumes but the SGX Group delivered a legendary exceptional year, unlocking unprecedented cash flows and sending an undeniable signal that the Singapore market revival is firing on all cylinders. SGX Record Breaking Results  All Time High Earnings: Adjusted Net Profit skyrocketed by an incredible 24.6% year on year to SGD 759.5 million.  This is the highest revenue and profit since SGX listed. The Revenue Surge: Group Net Revenue climbed 13.9% to an all time high of SGD 1.5 billion. 

$Sheng Siong(OV8.SI)$  $3.60 Target Price. --Overview of Sheng Siong (OV8)-- Sheng Siong Group Ltd (SGX: OV8) relies on a mix of store network expansion, operational efficiency, macro-driven demand, and new sales channels to drive its core financial performance. --Growth Catalysts for ShengSiong-- 1). Aggressive Store Expansion Pipeline: The company's primary growth engine remains physical store network expansion. Adding 16 new stores in Singapore between 2025 and 1H 2026, Sheng Siong operates 90 domestic outlets alongside 6 overseas stores in Kunming, China. Future pipeline visibility is secured through upcoming openings in new housing developments like Hougang, Rivervale, and Woodlands, alongside ongoin

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Zillow(Z)$  $Paramount Skydance Corp(PSKY)$  $Robinhood(HOOD)$  $Exxon Mobil(XOM)$  $Apple(AAPL)$   New trades Closed trades @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

$JustCo(JCO.SI)$ 1 Target Price.  Based on the just-released H1-2026 results, the company's growth trajectory, and broker commentary, JustCo's Q3 2026 (July–September) is on track to deliver continued revenue growth in the low-to-mid 20% range YoY , with a modest but positive pre-exceptional net profit — marking a sustained turnaround from the loss-making years of FY2023–FY2024. Key Data Points 1. H1 2026 Actuals (Just Released) Metric H1-2026 H1-2025 YoY Change Revenue USD 80.8M USD 65.1M +24% Pre-exceptional Net Profit USD 0.1M The H1-2026 results confirmed the inflection point: JustCo swung from loss to pre-exceptional profitability on 24% revenue growth, driven by higher workstation yields and stronger pricing. 2. Historical Annual Tre

🔥 6 Aug Market Pulse: Where the Real Moves Are Hiding While most eyes are glued to the usual US tech names, today’s setup is more nuanced — and that’s exactly where the edge is. Singapore – Quiet strength building STI is digesting mixed regional cues, but two clear themes are emerging: • Energy & infrastructure names (Keppel Corp, Sembcorp Industries) continue to benefit from resilient demand and supportive project pipelines. • REITs (especially CapitaLand Integrated Commercial Trust) are seeing renewed interest as bond yields stabilize. When rates stop climbing, yield plays start to breathe again. Banking heavyweights DBS and UOB remain the market’s anchors — steady rates = steady support. US – Earnings hangover meets AI residual strength Wall Street is cautiously optimistic heading i

New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$   and $SanDisk Corp.(SNDK)$  Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c

xAI's CapEx Is Set to Join the Top Tier. Who Are the Suppliers? In February 2026, xAI was officially merged into $Space Exploration Technologies Corp(SPCX)$   , triggering a rapid expansion cycle for its Colossus supercomputing cluster. AI has now become the primary focus of the group's CapEx.  Based on the latest quarterly earnings report and management commentary, while no absolute dollar guidance was provided for 2027, management confirmed that single-quarter CapEx in the second half of the year will remain at levels similar to Q2. The market projects that the SpaceX group's overall CapEx next year could exceed $100 billion, with the vast majority of resources allocated to the AI compute segment corresponding to xAI. As Colossus-

Insider Alert | Roundhill's Neocloud ETF Meets Burry's Short. Who's Right? On August 6, a dramatic divergence unfolded in the AI compute market. Roundhill Investments officially launched the $Roundhill Neocloud ETF(NCLD)$  , aiming to package $NEBIUS(NBIS)$   , $CoreWeave, Inc.(CRWV)$   , and a cohort of former crypto miners into a tradable AI infrastructure asset.  Almost simultaneously, news broke that Michael Burry initiated a short position in Nebius at an entry price of US$211.77. Bypassing put options due to implied volatility exceeding 100%, Burry opted for a direct equity short. The market reaction was swift: NBIS plunged rou

SK Hynix Tests Key Gamma Support: Will $135 Hold? On Friday, $SK hynix(SKHY)$   fell nearly 5%, leading a broad pullback across the memory sector. Investors grew concerned after the company announced plans to expand capital expenditures over the coming years, raising expectations for faster HBM and DRAM supply growth. While the investment supports long-term AI demand, it also fueled concerns that future memory supply could outpace expectations, weighing on pricing and industry profitability. Meanwhile, the AI memory sector had rallied sharply in recent months, prompting some investors to lock in profits. From the options market's perspective, short-term positioning has turned more cautious, but there are no signs of panic selling. The $1

Artificial intelligence (AI) evolution has entered a new phase. For the past 2 years, investors rewarded companies supplying the picks and shovels of the AI revolution, from semiconductor makers to networking equipment suppliers. This would include familiar names like - $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, $Cisco(CSCO)$ etc… While that aspect of spending spree is not ending anytime soon, focus has begun to shift.  The Shift. MSFT’s recent fiscal Q4 results, suggest the more important question is evolving and that is “can companies convert AI infrastructure spending into recurring, measurable enterprise revenue”? It’s true that businesses

When the Market Starts Shopping Before the Customers Do If markets were online shoppers, they'd have clicked ‘Buy Now’ before reading the product description. Shopify's latest earnings release triggered exactly that behaviour, adding roughly $30 billion in market value in a single week as investors celebrated a quarter that comfortably exceeded expectations. The next shopping platform may be the one nobody sees The excitement is understandable. Gross merchandise volume surged 32% to $115.57 billion, revenue climbed 34% to $3.58 billion during the quarter, and management guided to low-30% revenue growth for the third quarter, comfortably ahead of consensus expectations. Those are not the numbers of a company struggling to justify its relevance. Yet I think the more interesting question isn'

$Rocket Lab USA, Inc.(RKLB)$ will report its Q2 2026 financial results on Monday, August 10, 2026, after the U.S. market close, followed by an earnings conference call at 5:00 p.m. ET. 1. Q2 2026 Consensus Expectations vs. Q1 2026 Previous Release Key Takeaways from Q1 Comparison: Operating Efficiency: In Q1 2026, Rocket Lab delivered an unexpected bottom-line beat (reported EPS of -$0.07 vs. -$0.0815 estimated) due to cost control in manufacturing and a shift toward higher-margin missions. Top-Line Surge: Q2 expectations reflect aggressive year-over-year revenue growth (~60%), driven by Electron launch frequency and Space Systems contract completions. 2. Key Operational Catalysts to Watch in the Report Neutron Development Timeline: The medium-lif

"This is not the end... it is not the beginning of the end. It is perhaps the end of the beginning..." (Winston Churchill, 10 Nov 1942 While everyone was debating and watching AI and some SpaceX, copper has in the middle of this week hits its ATH (All Time High)! Not a significant event for the retailers. It is one of the many commodities after all. In recent years, some members of this group have another name, known as “critical metals”. In another couple of years, perhaps they could be called “gemstones” for all I know. People who have read my articles would know that I am fan of many of these “gems”, such as copper, silver, gold or platinum. Besides the reasons for the surge, I will shared some copper miners here for interest. Bear with me, I will use more pictures than words for this s

New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$   and $SanDisk Corp.(SNDK)$  Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c

$Palantir Technologies Inc.(PLTR)$   The Palantir stock price declined by -2.60% on the last trading day (Wednesday, 5th Aug 2026), dropping from $162.66 to $158.43.  Throughout the last trading session, the stock experienced a fluctuation of 4.92%, with a low of $158.27 and a high of $166.06. The price has decreased in 6 out of the last 10 days, yet it remains up by 27.18% over the last 2 weeks.  Notably, volume decreased on the last day alongside the stock price, which is generally a positive indicator since volume should correspond with price movements. On the last day, trading volume fell by -111 million shares, resulting in a total of 61 million shares traded, amounting to approximately $9.71 bil

Tims China, a coffee chain with more than 1,000 stores, recently held its nationwide skills competition, integrating AI-powered role-play and intelligent learning capabilities from Radnova, operated by YXT.com Group Holding Limited ( $云学堂(YXT)$ ), throughout the preparation process. By bringing AI into employee training, competency assessment and knowledge capture, the competition evolved from a one-off skills event into a broader organizational capability-building initiative spanning Tims’ nationwide store network. For large chain businesses, rapid expansion brings a familiar set of challenges: how to maintain consistent service standards across locations, and how to replicate the experience of top performers across a growing workforce. Traditiona

🌟🌟🌟$SGX(S68.SI)$  is an absolute high conviction Buy.  Its full year FY2026 earnings report was released yesterday on 6 August 2026 which completely shattered expectations.  The market had feared stagnant equity volumes but the SGX Group delivered a legendary exceptional year, unlocking unprecedented cash flows and sending an undeniable signal that the Singapore market revival is firing on all cylinders. SGX Record Breaking Results  All Time High Earnings: Adjusted Net Profit skyrocketed by an incredible 24.6% year on year to SGD 759.5 million.  This is the highest revenue and profit since SGX listed. The Revenue Surge: Group Net Revenue climbed 13.9% to an all time high of SGD 1.5 billion. 

Sandisk’s FY2026 Q4 results were exceptional. The stock still fell about 3% after hours because FY2027 Q1 revenue guidance missed elevated expectations. How's Q4? Q4 revenue reached $8.97B, up 51% QoQ and 372% YoY. It beat the $8.71B consensus and Goldman Sachs’ $8.84B estimate. Non-GAAP gross margin was 84.6%, versus 83.6% consensus, while adjusted EPS of $39.25 beat consensus by 10.7%. The operating leverage was unusually strong. Revenue rose from roughly $1.9B a year ago to almost $9B, while cost of revenue stayed near $1.38B. Operating expenses increased only about 20%, driving operating income above $7B. Adjusted free cash flow reached $5.04B, equal to 56% of revenue. Data centre demand drove the quarter. Segment revenue reached $2.98B, about 14 times the prior-year level. Edge remain

$Hong Leong Asia(H22.SI)$ $3.8 Target Price. --Growth Catalysts for Hong Leong Asia (H22.SI)--   Hong Leong Asia's key growth catalysts centre on three pillars: (1) a proposed spin-off and Hong Kong listing of a subsidiary, which could unlock significant embedded value, (2) strong operating momentum from its core engine business via China Yuchai International (CYD), and (3) a healthy balance sheet supporting both organic expansion and shareholder returns. The stock trades at a modest P/S of 0.47x, suggesting the market may not be fully pricing in these catalysts. (1). Proposed Spin-Off & HK Listing of Subsidiary On 28 January 2026, Hong Leong Asia announced plans to spin off an indirect subsidiary and list it on the Hong Kong Stoc

$Albemarle(ALB)$’s second-quarter profit surged as lithium prices recovered, showing how much earnings leverage the world’s largest lithium producer has when market conditions improve. The same sensitivity works in reverse, however, and recent price volatility means the recovery cannot yet be treated as a stable new baseline. Albemarle reported after the August 5 market close for the quarter ended June 30. Net sales increased 31% to $1.7 billion, adjusted EBITDA rose to $858 million from $336 million and net income attributable to Albemarle reached $480 million, up from $23 million. Albemarle’s official second-quarter release provides the figures and market-price scenarios. Energy Storage produced most of the improvement. Segment sales increased 78

$MercadoLibre(MELI)$’s second quarter demonstrated the trade-off at the centre of its strategy: spending heavily on free shipping, logistics and credit can deepen its competitive advantage across Latin America, but those investments are reducing current profit even while revenue reaches records. MercadoLibre reported after the August 5 market close for the quarter ended June 30. Revenue increased 50% year over year to approximately $10.2 billion, above the roughly $9.7 billion expected. Net income nevertheless declined 11% to $466 million, its third consecutive quarterly decrease. Operating income fell 17% to $683 million, and the operating margin narrowed to 6.7% from 12.2%. MercadoLibre’s official second-quarter release provides the results and

$Thomson Reuters(TRI)$ is trying to turn a possible threat into an advantage. Generative AI can make legal and tax research faster, but it can also weaken the value of traditional information subscriptions. The second-quarter report showed that the company’s authoritative content and professional workflows are still producing strong growth, even as the stock’s sharp decline revealed continuing doubt about how durable that advantage will be. Thomson Reuters reported on August 5 for the quarter ended June 30. Revenue increased 9% to $1.95 billion, while adjusted earnings reached $0.99 per share, above the roughly $0.96 expected. The company raised its full-year organic-revenue forecast to approximately 8%. Legal Professionals revenue grew 10%, Tax &a

$Circle Internet Corp.(CRCL)$’s second-quarter results illustrated both the power and vulnerability of its stablecoin model. USDC circulation and on-chain usage expanded rapidly, but most revenue still depends on interest earned from the assets backing USDC. That makes falling short-term yields a direct pressure on economics even when adoption improves. Circle reported on August 5 for the quarter ended June 30. USDC in circulation reached $73.3 billion, up 19% year over year, while quarterly on-chain transaction volume increased 151% to $14.8 trillion. Total revenue and reserve income grew 7% to $701 million, adjusted EBITDA rose 8% to $143 million and net income from continuing operations reached $48 million. Circle’s official second-quarter rele

$MARA Holdings(MARA)$ s scheduled to report its Q2 2026 financial results on Thursday, August 6, 2026, at 5:00 p.m. Eastern Time. Analysis: Upcoming Q2 2026 vs. Q1 2026 Earnings What Happened in Q1 2026 (The Benchmark) Massive Bottom-Line Drag: MARA reported a wide net loss of -$3.31 per share (vs. -$1.41 expected) and revenue of $174.6 million. Bitcoin Mark-to-Market Impact: The headline loss was dominated by a $1.0 billion non-cash fair value charge on its digital assets, as Bitcoin dropped ~22% during Q1 2026. Because MARA holds tens of thousands of BTC on its balance sheet ("HODL" strategy), mark-to-market rules create significant earnings volatility. Post-Halving Margin Squeeze: Cost of sales rose significantly post-April 2024 Bitcoin halving

$Roku Inc(ROKU)$ is scheduled to release its Q2 2026 financial results after market close on Thursday, August 6, 2026. However, the defining context for this earnings release is the definitive agreement announced on June 15, 2026, where Fox Corporation (FOX/FOXA) agreed to acquire Roku. As a result of the pending acquisition, Roku will not host an earnings conference call and will not provide future financial guidance. 1. Upcoming Earnings Preview (Q2 2026) vs. Q1 2026 Q2 2026 Expectations Earnings Date: Thursday, August 6, 2026 (After Market Close). Consensus Estimates: Analysts project an EPS of around $0.61 (compared to a net loss in Q2 2025). Operational Focus: Key numbers to watch in the press release will be Platform Revenue (connected TV ad

Review of Last Week's Strategies and Profitability Welcome to this week's Macro Strategy Weekly. As is our tradition, let's first review the outcomes of the strategies discussed in last week's report: Macro Strategy Weekly: How to trade Fed-Week Volatility and the Crack-Spread Retreat Strategy Contributor: @程俊Dream US Equities (Nasdaq): Last week's limit orders were not filled, but we are keeping them active. We maintain limit buy orders for the Nasdaq at 26,080 and 24,720 (half position each), with a stop-loss set below 23,000, and target prices at 30,500 and 33,800. Gold: We anticipated a rebound last week but lacked an ideal entry point, so we pr