380
·
35 minutes ago
Has $AAOI Finally Reached Peak Fear?
$Applied Optoelectronics(AAOI)$ ⚡ Key Takeaway AAOI just closed out a genuinely brutal week, and the scale of the decline is unusual even by this stock's own volatile standards. What's notable isn't just how far it fell — it's that the model now reads this as a downtrend nearing exhaustion rather than one still accelerating. A real chance of a bullish handoff has opened up over the coming months, a meaningfully higher probability than typically seen at this stage of a Bearish-zone position. That shift changes the calculus: this reads less like a name to keep avoiding and more like one to start watching closely for an entry. Even so, the risk profile remains real, and any positioning here calls for discipline rather than urgency. ━━━━━━━━━━━━━━━━━━
2.26K
·
07-20 07:30
SpaceX's Endgame? Musk Sees a Company Bigger Than Earth
Elon Musk recently made one of his boldest statements yet about $SpaceX(SPCX)$ . Responding to a discussion on X, he said that if SpaceX achieves its long-term goals, it could eventually be "worth more than the rest of Earth." At first glance, the comment sounds purely about valuation. But viewed alongside Musk's broader comments on AI and automation, it reflects a much larger vision. Beyond Market Capitalization Around the time of SpaceX's IPO, Musk argued that advances in AI and robotics could eventually make money far less important than it is today. His reasoning is that if technology dramatically increases the supply of goods and services, traditional measures of wealth could become less meaningful. That doesn't mean scarcity disappears. Acco
2.54K
·
07-20 07:58
Alibaba's AI Momentum Is Accelerating
$Alibaba(BABA)$ is starting the second half of the year with another major AI milestone. The company has released a preview of its new flagship model, Qwen3.8 Max, describing it as one of its most advanced AI models to date. Developers can already access the preview through Alibaba's coding platforms, with a broader open-weight release planned in the future. The launch comes just days after another major Chinese AI model announcement, underscoring how quickly competition among leading domestic AI developers is accelerating. But the bigger story for investors may be what happened next. Apple's AI Rollout Could Expand Qwen's Reach Alibaba may have also received one of its strongest commercial endorsements yet. According to the reported arrangement,
1.86K
·
07-20 08:29
Kimi K3's Capacity Crunch Highlights AI's Next Bottleneck
Moonshot AI's Kimi K3 has attracted far more demand than expected. According to the company, user demand over the past 48 hours has pushed its GPU resources close to capacity. To maintain service quality for existing subscribers, Moonshot has temporarily paused new memberships while it adds more computing capacity. Existing subscribers are not affected, and the company plans to reopen subscriptions in stages. Moonshot also announced that future memberships will be split into separate plans for its general AI services and coding products, allowing compute resources to be allocated more efficiently. The Bottleneck Is No Longer AI Adoption The significance of this announcement extends beyond one product launch. Kimi K3's rapid adoption suggests that the challenge is no longer convincing users
10.27K
·
07-20 11:48
Jardine Matheson – new hold company targets
This morning, Macquarie Warrants Singapore has listed a new call warrant tracking $JMH USD(J36.SI)$ alongside a new iFAST call warrant) 🆕The SGX-listed call warrant NMNW trades in Singapore dollar, and costs SGD 0.070 while Jardine Matheson Holdings (JM) is trading at USD 63.05, and moves approximately 5.3 times more than JM shares, based on its effective gearing level as of 910AM There is no put warrant available over JM JM is a diversified Asian conglomerate operating as an investment holding company with controlling stakes across autos, retail, property, and hospitality Its key subsidiaries include Astra, Hongkong Land, DFI Retail and Mandarin Oriental In FY2025, JMH reported revenue of USD 33.8 billion, a 3% decline year-on-year, primarily d
17.25K
·
07-20 13:35
Axioma ROOF™ Score Highlights: Week of July 20, 2026
There are weeks when earnings are allowed to matter, and weeks when they are invited to speak only after geology, geography, and naval chokepoints have finished clearing their throats. Last week belonged to the second category. Corporate results did their part, especially in the AI complex, where demand for chips, foundry capacity, and the machinery that makes both possible still looks less like a cycle than a requisition order from the future. But the Gulf supplied the counterweight. Three additional US casualties, a closed Hormuz, and rising oil prices turned the macro backdrop into a toll road with a burning booth at the entrance. Investors may admire an earnings beat; they still have to pay for the crude. That distinction matters because the ROOF Scores are no longer confirming the equ
660
·
07-20 15:19
Trading Ideas: How to be the Winner in the Market?
Hello everyone! Today i want to share some trading ideas with you! 1 Inflation in June Was Lower Than Anticipated. Could That Support a New Crypto Bull Market? According to Consumer Price Index (CPI) data published in mid-July, inflation in June fell 0.4% for the month and was 3.5% annualized, the largest monthly decline since April 2020. For $Bitcoin(BTC.USD.CC)$ holders down 49% from October 2025's all-time high, that readout was a breath of fresh air. One print isn't going to kick off a new crypto bull market on its own. But it's still a step forward in fulfilling some of the preconditions for one, so let's take a closer look at how this might affect the market. The mechanics of a market turn Every recent crypto bull marke
9.78K
·
07-20 14:42
Market colour: HSI call dominate gainers table after reports reveal buying from China's "National Team"
The China-related benchmark Hang Seng Index (HSI) July futures was up as much as 2.8% this morning to 25,167, outperforming Asia's developed markets 🔝Currently 2.3% higher (as of 145PM), HSI call warrants are dominating the top warrant gainers table, with gains between 29% to 67%, depending on the warrant's different effective gearing levels, while HSI put warrants are down between 25% to 80% Top warrant gainers Top warrant losers Both call and put warrants are seeing buy flows as of writing, with heavier buying seen in put warrants $HSI 21400MBePW260828(NPXW.SI)$ (https://warrants.com.sg/tools/livematrix/NPXW) and WZ6W (https://warrants.com.sg/tools/livematrix/WZ6W) 📰Bloomberg reported this morning that China Reform Holdings and China Chengton
444
·
07-20 15:46
STI Hits Record as Focus Shifts to Earnings
As Singapore’s reporting season approaches, attention is shifting from market performance to earnings delivery. $Straits Times Index(STI.SI)$ reached a record high of 5,561.42 on 15 July and, and delivered a 21.2% total return through 17 July, including an 18.6% price gain. Investor participation has also strengthened alongside the market’s advance. As of 17 July, assets under management in STI ETFs had reached S$5.5 billion, approximately double the level of a year earlier, while Singapore equity ETFs are on track to record a 17th consecutive month of combined net inflows since the Equity Market Development Programme announcements in February 2025, with cumulative net inflows of S$1.6 billion. Market Flows Highlight Diverse Participation
640
·
07-20 15:41
Netflix - Are you still watching ?
A 50% pullback definitely gets my attention, but it doesn't automatically make Netflix a bargain. The streaming business isn't as easy as it was a few years ago, with fierce competition and massive content costs eating into margins. The market wants to see subscriber growth pick up again before rewarding the stock. $Netflix(NFLX)$ $Netflix 3xLongSG280725(9E7W.SI)$ $Netflix 3xShortSG280725(WWRW.SI)$ That said, I wouldn't write Netflix off. It's still one of the biggest names in streaming, generates strong cash flow, and the move into AI-powered content production could help lower costs over time if executed well. If management can prove there's another growt
177
·
07-20 19:06
$FIG Figma Will Break ATH. Here’s Why.
$Figma(FIG)$ This is actually an insanely valuable company. You’d be surprised how many schools, universities and institutions use Figma as their default design and collaboration platform. Once people learn it, they tend to keep using it professionally. There’s a reason Adobe tried to acquire Figma. It wasn’t just buying a competitor, it was trying to acquire one of the strongest products in the design software space. Price action has also been impressive. Dips are getting bought aggressively, and every push higher has sliced through resistance like melted butter. The only thing giving me pause is the AI bubble narrative. I’m not saying we’re in an AI bubble. I’m simply saying that’s the narrative in the market right now. That said, I s
129
·
07-20 21:09
Hims & Hers: The Stock the Market Loves and Wall Street Doesn't
One share price, two completely different stories I rarely see a stock where Wall Street and the market appear to be reading entirely different scripts. Hims & Hers Health trades around $33, yet the consensus target from 13 analysts sits between $28 and $30, implying roughly 13% downside. At the bullish end, Canaccord Genuity recently lifted its target to $40. At the bearish end, one analyst believes the shares are worth just $21. That's a spread of more than 90% between the highest and lowest targets, and it tells me one thing above all else: nobody can agree what this business is actually worth. The market and Wall Street rarely disagree this dramatically. Perhaps the market still knows something analysts don't. Or perhaps investors have simply fallen in love with a compelling narrat
290
·
07-20 21:45
$CAT Finds Footing After Selloff, Eyes Recovery Toward $950
$Caterpillar(CAT)$ $Caterpillar Inc.(CAT) Edges Up +0.35%: Heavy Machinery Giant Stabilizes Near Support, Awaiting Catalyst 🚜 Latest Close Data 📈 Closed at $880.28 on Jul 20, 2026, up a modest +0.35% (+$3.11). The stock remains ~18% below its 52-week high of $1,073.46. Core Market Drivers 📰 The stock is recovering from a recent sell-off triggered by Michael Burry's short position, citing overvaluation concerns at ~$1,061. Broader market headwinds persist, with global industrial and AI hardware sectors facing pressure. Despite the pressure, institutions like Oppenheimer and Citigroup have recently raised price targets, indicating a divergence in sentiment. Technical Analysis 📊 Volume: Trading volume of ~3.38M shares with a Volume Ratio of 1.38, indi
302
·
07-20 21:42
$ROKU Awaits Its Next Catalyst Above $145
$Roku Inc(ROKU)$ $Roku Inc.(ROKU) Edges +0.42%: Consolidating Near 52-Week High, Awaits $145 Breakout 🚀 Latest Close Data 📊 ROKU closed at $144.43 (+0.42%) on 07/20/2026, just $4.45 (3.1%) shy of its 52-week high of $148.88. Core Market Drivers 🧠 The primary driver remains the pending $22B acquisition by Fox, which limits near-term upside but provides a valuation floor. The stock is consolidating as the market awaits regulatory and shareholder approvals for the deal expected in H1 2027. Technical Analysis 📈 Volume was 2.87M shares (VR 1.15), showing moderate interest. The MACD histogram is at -0.11, improving but still negative, suggesting bearish momentum is weakening. The 6-day RSI is at 75.3, indicating overbought conditions in the very short t
228
·
07-20 21:37
$UPS Rally Stays Alive, Traders Watch $119 Trigger
$United Parcel Service Inc(UPS)$ $United Parcel Service (UPS) Edges Up +0.46%: Consolidating Near $118 Resistance with Bullish Divergence 📦 Latest Close: UPS closed at $117.72 on 2026-07-20, up +0.46%. It is now 3.83% below its 52-week high of $122.41. Core Market Drivers: The stock continues to trade within a defined range, showing resilience amidst broader market volatility. Recent price action has been influenced by mixed signals from the logistics sector, including competitive pressures from e-commerce giants expanding their own networks. The company's solid dividend yield of 5.57% provides underlying support for income-focused investors. Technical Analysis: Volume was 7.15M shares with a Volume Ratio of 1.94, indicating active participation. T
147
·
07-20 21:32
$PINS Flashes Bullish Signals After Q2 Strength
$Pinterest, Inc.(PINS)$ $Pinterest(PINS) Edges +0.48%: AI Focus & Solid Q2 Earnings Drive Consolidation Above $23 Latest Close Data 📈 Closed at $23.20 on 2026-07-20, up +0.48%. Currently trading ~41.9% below its 52-week high of $39.93. Core Market Drivers 🧠 The stock is consolidating after a strong Q2 earnings season, showing resilience amid broader market volatility. The company's strategic pivot towards AI, including a major cloud services commitment with AWS, continues to underpin long-term growth expectations. Technical Analysis 📊 Volume was 9.12M (Volume Ratio: 0.89), indicating light, consolidative trading. The RSI(6) at 65.47 remains in neutral territory, not overbought. The MACD shows a positive DIF (0.686) above DEA (0.557), generatin
306
·
07-20 21:25
Can $UNH Push Past $432 After Blowout Earnings?
$UnitedHealth(UNH)$ $UnitedHealth Group (UNH) Up +0.64%: Strong Earnings Fuel Rally, Resistance Test at $432 📈 Latest Close Data 🏁 Closed at $426.09 (+0.64%) on July 20, 2026. The stock is now just ~$7.5 below its 52-week high of $461.62, indicating strong recovery momentum. Core Market Drivers 💡 Earnings Powerhouse: Q2 Adj. EPS of $6.38 smashed estimates of $4.86, leading management to significantly raise full-year EPS guidance to $19.50-$20.00. Analyst Stampede: Major Wall Street firms (Piper Sandler, BofA, Morgan Stanley) have raised price targets post-earnings, with BofA targeting $512, reflecting renewed institutional confidence. Technical Analysis 📊 Volume was elevated at 10.7M shares (Volume Ratio: 1.63), confirming strong institutional part
181
·
07-20 21:19
$QCOM Holds the Line While Semis Stay Under Pressure
$Qualcomm(QCOM)$ $Qualcomm Inc. (QCOM) Edges Higher +0.69%: Tech Giant Holds Support Amid Sector Weakness, $172 Pivot in Focus 📈 Latest Close Data: As of 2026-07-20, QCOM settled at $171.78, up +0.69% (+$1.17). The stock remains ~34% below its 52-week high of $259.92. Core Market Drivers: The broader semiconductor sector (SOX) is under pressure, entering a technical bear market, which weighs on sentiment. 🐻 Positive analyst action from Morgan Stanley, which upgraded the stock from Underweight to Equal-Weight and raised its price target to $231, provides a counterbalance. 🎯 Technical Analysis: Volume was robust at 16.29M shares (Volume Ratio: 1.39), indicating active participation. However, momentum indicators are weak. The RSI(6) is at 27.77, deep
151
·
07-20 21:14
$ETSY Sets Up for a Move Above $85
$Etsy(ETSY)$ $Etsy, Inc.(ETSY) Tests $84.1: Consolidates Above Key Support Amid Mixed Sentiment Latest Close Data: 📈 Etsy closed at $84.1 (USD) on 2026-07-20, up +0.74% (+$0.62). It now trades 3.5% below its 52-week high of $87.14. Core Market Drivers: 🛒 Recent performance is underpinned by a resilient e-commerce niche despite broader market volatility. Key focus remains on the company's strategic shift post the planned $1.2B sale of Depop to eBay (expected Q3), aimed at streamlining operations and focusing on its core handmade & vintage marketplace. Technical Analysis: 📊 Volume was 1.925M shares (Volume Ratio 0.65), indicating below-average participation. The MACD (DIF: 3.74, DEA: 3.36, MACD: 0.76) remains in positive territory but shows a sl
551
·
07-20 21:08
$ADBE's AI Business Keeps Gaining Traction
$Adobe(ADBE)$ $Adobe(ADBE) Rises +0.82%: AI Revenue Momentum Builds, Consolidation Above $237 📈 Latest Close Data Closed at $237.25 on 2026-07-20, up +0.82% ($1.94). The stock remains ~37% below its 52-week high of $376.16. 🚀 Core Market Drivers The stock is buoyed by its reported over $500M in AI-first annual recurring revenue and accelerating traffic. However, near-term sentiment is tempered by the ongoing transition to a freemium AI model and recent executive changes, including the departure of its CFO. 📊 Technical Analysis Volume was solid at 7.27M shares (Volume Ratio 1.50), indicating active participation. The RSI(6) at 74.49 shows strong short-term momentum but is nearing overbought territory. The MACD histogram at 7.76 is positive and risi