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11 minutes ago
POLL>>🪙 | 💰 10 US Stocks Hit New Highs: CRWD, MPC, VLO, PSX, KB,...
💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Ten U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of September 1, 2026. The top 10 are dominated by energy — spanning independent refiners ( $Marathon Petroleum(MPC)$, $Valero(VLO)$, $Phillips 66(PSX)$, $HF Sinclair Corporation(DINO)$) and LNG export infrastructure ( $Cheniere Energy Partners LP(CQP)$) — alongside one cybersecurity leader (
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33 minutes ago
Rising US Fed Rates Crash Stock Market ?
Fed Chair - Kevin Warsh. On Fri, 28 Aug 2026 at the US central bank‘s annual economic policy symposium at Jackson Hole, Wyoming, new Fed chair Kevin Warsh spoke on his 100th day as Chairman. This was a much-awaited speech as the new Fed chair has unilaterally decided to adopt a less interactive, significantly scaled-back approach to how the central bank communicates with the public and financial markets. Rather than maintaining the highly talkative, guiding role of his predecessors, Warsh has initiated a "quiet revolution" aimed at restoring mystery and removing the market's over-reliance on the central bank. He has even suggested scaling back the number of FOMC meetings to six from eight. This is still a discussion-in-progress. Jackson Hole, Wyoming Speech. At Jackson Hole, Kevin Warsh us
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08-28
Index going up. Look for undervalued stocks now. Photonics, and memory is dipping. Can buy the dip. Some software like $AppLovin Corporation(APP)$
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10:17
AMZN, META, HIMS, HOOD& NVDA : AI Drives the Prices Fly?
Hello everyone! Today i want to share some trading ideas with you! 1 Anthropic has signed a $35B cloud deal with $NVIDIA(NVDA)$ backed Lambda to expand its AI compute capacity. What makes the deal more interesting is that Nvidia also supplies the GPUs and already secured the $Hut 8 Mining Corp(HUT)$ data center capacity where that compute will run. 2 $Robinhood(HOOD)$ banking push is starting to become a meaningful part of the platform with Robinhood Banking now crossing $4B in assets. CEO Vlad Tenev says the growth is “a sign of how much trust customers are placing in us with their money.” 3
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08-29
$NBIS Outpaces $IREN as AI Cloud Execution Widens the Gap
Hey everyone 👋 $IREN Ltd(IREN)$ and $NEBIUS(NBIS)$ started the year in very different places. While $IREN is down about 5% YTD, $NBIS has surged 143%. So what explains the huge performance gap? A few factors stand out. 👇 1️⃣ $NBIS has less Bitcoin exposure $IREN is still exposed to Bitcoin mining economics. With Bitcoin prices under pressure, mining revenue is taking a hit. At the same time, the company is retiring mining equipment and recording significant impairments. $NBIS doesn't have the same drag. 2️⃣ AI cloud revenue is accelerating This is probably the biggest difference. $IREN generated about $71M in AI revenue, compared with roughly $582M for $NBIS. Investors are rewarding $NBIS for turning its
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08-29
$TTWO Could GTA 6 Be Underpriced by Wall Street?
There’s a pretty interesting debate around $Take-Two(TTWO)$ right now. The argument is simple: Wall Street may be modeling GTA 6 as a big game launch, while the market could be underestimating what happens if it becomes a once-in-a-generation hit. 🚀 Take-Two is currently guiding to $8.0B–$8.2B in FY2027 net bookings, with GTA VI scheduled for November 19, 2026. But the bullish case goes much further. 💰 GTA 6 could reset the revenue curve GTA V became one of the most successful entertainment products ever released, generating more than $1B in its first three days and continuing to monetize through GTA Online for years. The bull case for GTA VI is that Rockstar doesn't simply repeat that formula. The new game is launching after a 13-year gap, with a
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08-30 05:32
The Singapore Tug Of War: Resilient Factories vs The Higher Cost of Living
🌟🌟🌟Living and investing in Singapore right now feels like standing at the intersection of a high tech explosion and an expensive trip to the local hawker centre. Just as the Monetary Authority of Singapore (MAS) dropped its latest consumer data showing MAS Core Inflation creeping up to a hot 2.0% year on year, the Economic Development Board delivered a thunderous response on Wednesday August 26 2026. Our manufacturing factories exploded with a 6.8% expansion in output, driven by a massive global AI semiconductor boom. The economy is running hot, the factories are humming but the creeping prices of utilities, food and daily services is reminding us that inflation refuses to go gently into the night. How the High CPI Moves the Straits Times and SReits When consumer Inflatio
TOPWalterD: I am less convinced STI is that defensive here. Bank NIM tailwinds feel pretty well priced already, while sticky living costs can still pressure the broader index lol
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08-30 20:54
Iren Q2 2026: Sayonara Bitcoin and Hello AI Cloud!
Thursday, $IREN Ltd(IREN)$ released its Q2 2026 earnings report, and the market clearly didn’t like it, sending the stock down 13%. This was because the company posted a huge ADJ EBITDA and EPS miss, driven by lower Bitcoin revenues, higher operating expenses, and a massive $450M impairment of Bitcoin mining equipment! A reminder that Iren is decommissioning Bitcoin ming mining equipment and replacing it with Nvidia GPUs to serve the growing demand for AI compute. Furthermore, the street was shocked when Iren announced it expects to spend $25-30B on capex in the next 12 months! This is more than double the consensus street estimates of $12.8B. I honestly don’t understand how this could be shocking to anyone who has been following the company. I gu
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10:37
The commercialization of large models is gaining momentum!
Tencent's open-source release of the Hunyuan Hy4 Preview (MoE architecture, 49B activated parameters, one-million-token context window) and ByteDance's launch of its Doubao AI office products mark a pivotal shift in China's AI-powered office sector—from technology incubation to large-scale commercial deployment. Open-sourcing lowers the barrier for enterprise adoption, while ByteDance strengthens its B-end subscription-based monetization, underscoring a clear industry trend. Institutions believe that large-model applications have now entered a phase where they are "usable, user-friendly, and trustworthy," benefiting media companies with strengths in tool integration, content distribution, and deep scenario-specific capabilities.$腾讯控股(
TOPFor BABA, the bigger re-rating is probably cloud cash flow, not just model hype. If enterprise AI tools really stick, long-term growth assumptions do change.
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10:31
Nvidia's $12.9 Billion Hugging Face Buy: the Next 3 Months Won't Be Boring
From selling shovels to building the highway, Jensen Huang is rewriting the rules of the AI game. Meanwhile, the market from September to November will face a pricing storm driven by three forces: macroeconomics, IPOs, and politics. I. $12.9 Billion: Buying Not Revenue, But the "Toll Booth of the AI World" On August 26, news shook the entire open-source AI community: $NVIDIA(NVDA)$ has agreed to acquire Hugging Face, the world's largest open-source AI collaboration platform, for $12.9 billion. This acquisition accelerates Nvidia's push toward full-stack AI ecosystem dominance. The drama of this deal lies in the fact that just at the end of 2025, Hugging Face had rejected a $500 million investment offer from Nvidia (at a roughly $7 billion valuatio
TOPNvidia is no longer simply selling the shovels—it is building the highway. The reported $12.9B Hugging Face acquisition, if completed, would mark a major expansion of Nvidia's AI strategy, extending its moat from GPUs into software, models, developers and distribution. For investors, the next three months could be even more consequent. September will be driven by jobs data, CPI and the Sept. 15–16 FOMC meeting, making Sept. 4–16 a critical window for rates and liquidity. October brings another Fed decision and earnings, while Anthropic's potential IPO could reset valuation expectations across the AI ecosystem. November adds US midterm election uncertainty. The key question is not whether AI remains powerful, but whether current valuations already price in too much optimism. Markets may become increasingly volatile, and the best opportunities could emerge where expectations diverge sharply from reality. @AI_FocusedTrader [思考]
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10:23
The More I Research CBRS, The More Excited I Get About the Potential IF
The more I research $Cerebras Systems(CBRS)$, the more excited I get about the potential IF: 1. They can 20x their throughput in a year. 2. They can bring costs down instead of relying on customers paying a huge premium. 3. IF they can expand beyond a handful of frontier customers to become the default for anyone who needs fast tokens at scale. I'm still not convinced that given the above, I'd be happy paying 25x NTM sales for it though. But there's no argument what they've developed is market leading. -> 43 petabytes/second of on chip memory bandwidth (~2,000x more than $NVIDIA(NVDA)$). -> 4,000 tokens/sec with CS-4 vs 100 on
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08-31 17:27
10 WAYS TO INVEST IN HEALTHCARE AI
Hello everyone! Today i want to share some ai trading ideas with you! 1 $SpaceX(SPCX)$ just launched NASA’s $4B Roman Space Telescope aboard Falcon Heavy on a nearly 1M-mile journey to L2. Roman will map the universe at a scale Hubble never could as SpaceX continues scaling the launch infrastructure needed to support really ambitious missions. 2 10 WAYS TO INVEST IN HEALTHCARE AI • $GeneDx Holdings(WGS)$ uses exome & genome sequencing to diagnose rare diseases • $PROCEPT BioRobotics(PRCT)$ provides waterjet-based robotic systems for treating enlarged prostate •
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08-31 17:29
Iggy's Journal: 4 SGX Stocks Are Paying Bigger Dividends This September. Here's Which Ones You Can Trust.
Iggy's Journal: 4 SGX Stocks Are Paying Bigger Dividends This September. Here's Which Ones You Can Trust. 31 August 2026, PM Video Release: New piece up. Four dividend increases hitting SGX this September, and I traced every single one back to its source before trusting the headline number. Three of them are not what they look like. APAC Realty's bigger payout came from drawing on reserves, not from operating cash flow. Boustead leaned on a one-off asset sale to fund its increase. Only one of the four actually grew into paying more, the rest borrowed the appearance of growth from somewhere else on the balance sheet. My Personal Take: A bigger cheque does not prove a stronger business, and this September's crop of increases is the cleanest example of that I've covered in a while. ST Enginee
TOPDividend growth means nothing if the cash source is getting dressed up. Sustainable payout quality matters way more than the headline bump here
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08-31 21:26
$AMD: What's The Next Move?
This move played out exactly as mapped. The key was staying patient at support while everyone else was panic-selling the pullbacks. Completed Trade Recap Entry zone: $428.00 – $434.00 Target: $518.00 Invalidation: $408.00 (clean daily close below the key swing low) Why: The setup was based on a high-volume retest of the $425 breakout zone combined with bullish momentum divergence on the 4H chart and institutional volume stepping in off the 50-day moving average. Result: ✅ Target reached. Actual return: +21.0% Next Setup & Strategy I’m not chasing the move after taking profit. I’m waiting for another clean setup with defined risk. Right now, $Advanced Micro Devices(AMD)$ is consolidating near the $465 region after taking out liquidity above $515
TOPI’d wait for the 450-458 retest too, but hourly RSI getting washed out matters more to me than volume alone. Above 485 only works if the base stays tight.
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08-31 21:30
Why Pasqal’s Nasdaq Debut Prices Scientific Progress Years Before Commercial Scale
$Pasqal Holding SA(PSQL)$’s first Nasdaq session placed a public-market price on one of Europe’s leading neutral-atom quantum-computing companies. The technology is serious and the fresh capital is useful, but Friday’s violent price action showed how quickly a scientific thesis can become a valuation thesis. The business combination with Bleichroeder Acquisition Corp. II closed on August 27, after shareholders approved it on August 25, and Pasqal began trading as PSQL on August 28. The transaction delivered approximately $360 million at closing. The companies’ completion announcement confirms the chronology and proceeds. Pasqal traps and manipulates neutral atoms with lasers, an architecture intended to scale qubit counts while limiting some fabri
TOPEarly-stage quantum names rarely fit traditional valuation boxes. For me the real test is whether deployments, contracted revenue, and qubit scaling keep compounding faster than the cash burn.
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08-31 21:54
🚨 AI HARDWARE JUST CRACKED. IS THE AI TRADE SPLITTING IN TWO?
Something interesting happened across the AI trade this week. AI demand didn’t suddenly disappear. Data-centre spending didn’t collapse. The long-term AI story didn’t magically break overnight. Yet several AI hardware names were punished despite reporting numbers that, on the surface, looked strong. That tells me the market may be entering a different phase of the AI cycle. The question is no longer simply: “Is AI growing?” We already know the answer to that. The more important question might now be: “Which companies can grow fast enough to justify what investors are already paying for that growth?” And that distinction could become extremely important heading into September. 💥 MARVELL SHOWED US THE PROBLEM $MRVL is probably one of the clearest examples. Marvell delivered strong quarterly
TOPC for me. After this pullback I care more about FCF conversion than pure AI rev growth — MRVL gross margin and NVDA pricing power still matter most
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08-31 21:56
🚨 Is the post-earnings dip on $MRVL a massive buy opportunity? 🚨
$Marvell Technology(MRVL)$
TOPValuation is the part people are skipping here. If data center mix keeps lifting gross margin, this dip looks more like a reset than a break.
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08-31 22:07
The Fed Did Not Promise a Hike. Markets Repriced the Odds Anyway.
**Hawkish words, weak semiconductors, resilient breadth** *Market data reflect the 28 August 2026 US close. Trade-sheet status was updated through 31 August 2026. Any trade examples discussed below are historical case studies, not current trade ideas.* Friday’s index close looked quiet. The S&P 500 slipped just 0.23%, hardly the kind of move that would normally change the market narrative. Under the surface, however, three signals shifted at the same time: 1. Kevin Warsh used his first Jackson Hole speech as Fed chair to put inflation back at the centre of the policy debate. 2. Short-term rate expectations moved sharply higher even though he did not promise a rate hike. 3. Semiconductors weakened far more than the broad index, while equal-weight market breadth remained constructive. Th
TOPThat split usually screams hedging plus roll pressure, not just macro repricing. Breadth holding while semis crack feels more like dealer mechanics doing the heavy lifting
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08-31 22:17
$TSLA: Is A Breakout Coming? 3 Things To Watch Before Entering
Tesla is coiling right under a major resistance level. Before jumping in on a potential breakout, you need to make sure buyers actually have control so you don't get caught in a bull trap. 3 Things To Watch Before Entering 1. High Volume on the Push: A real breakout needs strong relative volume. If $Tesla Motors(TSLA)$ pushes past resistance on low volume, sellers will easily slam it back down. 2. Daily Candle Close Above Resistance: Avoid buying the first intraday spike. Wait for a solid 4-hour or daily candle close above the level to confirm buyers are holding the line. 3. Broad Market Alignment: $TSLA rarely trends up alone if $SPDR S&P 500 ETF Trust(SPY)$ or $I
TOPPast the short-term noise, I care more about TSLA's margin trend and whether energy plus FSD can carry the next leg. For entries, 342 only matters if margin keeps stabilizing
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09:54
Sembcorp Industries - rallies on Green IPO filing, inclusion to MSCI Small Cap Index
🔝 $Sembcorp Ind(U96.SI)$ (SCI) shares is amongst some of the top stock movers in Singapore today, with its 4% gain to $6.20 as of 916AM The stock has recovered strongly from its 52-week low of $5.22 on 27 July, a 16.3% gain to its current price of $6.15 (as of 923AM). Trending SCI call warrant $SembInd MBeCW270225(KYRW.SI)$ (https://warrants.com.sg/tools/livematrix/KYRW) has consequently rallied 80% to $0.054 over the same period 📶Yesterday, SCI closed 1.5% lower at $5.92 on extraordinary volume that was between 15-18 times more than its average traded volume, as the shares was removed from the MSCI Singapore Index and moved to the MSCI Small Cap Index effective 31 Aug Three days before, the company
TOP6.40 looks fair near term, but 6.55 is the cleaner resistance to watch. Volume stays this hot and it can squeeze through