To The Moon

Following last week's historic sell-off, the U.S. stock market—particularly the semiconductor sector—is standing at an extremely critical crossroads. It is no exaggeration to say that if the market takes even one more step downward, it will likely trigger a substantial, weekly-level decline. However, if the market can hold its ground against the current downtrend and stabilize, a phased recovery is not far out of reach, especially if tensions in the US-Iran conflict continue to cool. Therefore, this week's price action is of paramount importance to U.S. equities. At this critical juncture, since we cannot precisely forecast geopolitical developments, relying on technical analysis and real capital flow data to gauge market sentiment becomes essential. Today, Owen's analysis will delve deep

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 All eyes are on $Alphabet(GOOG)$ this week, with Q2 earnings due after the close on July 22 set to test whether its enormous AI spending — capex guided to roughly $175–$190 billion for 2026 — can finally show up in cloud growth and cash flow, while a fresh memory-stock rebound across Asia hangs on the same print. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @TigerOptions, @Young on stocks, and

Last week U.S. equities posted a weekly decline: the S&P 500 ETF (SPY) fell 1.54% for the week, but sector performance diverged sharply. Energy rose 4.72%, leading the entire market; Real Estate, Consumer and Financials also gained; Technology plunged more than 5%, becoming the main drag on the index. Capital is rotating out of high-valuation sectors into Energy, Real Estate and defensive sectors in search of internal rebalancing — and the sectors that had been leading are starting to loosen. $Invesco QQQ(QQQ)$ $NASDAQ(.IXIC)$ $E-mini Nasdaq 100 - main 2609(NQmain)$

I think $SpaceX(SPCX)$ still has further room to fall. On August 4, SpaceX will release its Q2 earnings report. Two days later, 910 million shares, valued at approximately $112.5 billion, will become available for trading. After that, more restricted shares will gradually become eligible for sale. By the end of this year, $SpaceX(SPCX)$ tradable shares are expected to increase from the current 639 million to 5.33 billion. Elon Musk owns 60% of SpaceX's equity. Since the lock-up period for his shares expires one year after the IPO, he is not expected to reduce his stake once the lock-up expires. The upcoming wave of lock-up expirations has encouraged investors to aggressivel