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08-02 07:37
Calm After the Storm?
The final week of July 2026 was a dramatic, high-stakes rollercoaster on Wall Street as expected. After navigating sharp sector swings, a highly divided Federal Reserve meeting, and heavy macroeconomic data, a late-week short squeeze in technology enabled the broad market to claw back into positive territory for the week. Many storms were anticipated last week in this publication, with each day bringing its own unique set of volatility drivers: 1. The Federal Reserve: A Hawkish Hold The Federal Reserve took center stage on Wednesday, voting 9–3 to leave its benchmark interest rate unchanged in the 3.50% to 3.75% range. However, the decision was far more hawkish than anticipated. Three regional Fed presidents dissented, voting instead for an immediate 25-basis-point interest rate hike due t
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08-02 09:18
Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time
$Micron Technology(MU)$
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08-02 11:02
🇸🇬 options puppy Beginner’s Guide to the Singapore STI ETF (Part 1)
Why I Chose the Amova Singapore STI ETF (G3B) and Why It Is Perfect for Tiger Auto Invest When I first started investing, I quickly realized that trying to pick individual winning stocks was much harder than it looked. Some companies perform well while others disappoint, and predicting which stock will outperform over the next ten or twenty years is never easy. Instead of trying to guess the next winner, I wanted something simple, diversified, and suitable for long-term investing. That is why I became interested in the Amova Singapore STI ETF (SGX: G3B). Rather than buying just one Singapore company, this ETF allows me to own many of Singapore’s biggest and strongest businesses with a single investment. It is especially suitable for beginners because it removes much of the stress of select
TOPShernice軒嬣 2000: 🚫 CapitaLand Integrated Commercial Trust 🚫 Singapore Airlines
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08-02 14:10
U Power Hydro Data Joint Venture Receives "Data Center Power & Energy Solution" Recognition at DIF Awards 2026 in Thailand
BANGKOK, June 1, 2026 - U Power Limited (Nasdaq: UCAR) ("U Power" or the "Company"), a provider of AI-integrated solutions for next-generation energy grids and intelligent transportation systems, building on its proprietary UOTTA™ electric vehicle ("EV") battery-swapping technology, today announced that Hydro Data Limited, a U Power-controlled joint venture established in May 2026 with Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. ("Guofu Hydrogen Energy") and Cloud Digital Chain Limited to develop AI-driven, hydrogen-based integrated energy solutions for data centers, initially in Thailand and with plans for global expansion (the "Hydro Data JV"), has been named the recipient of the 2026 "Data Center Power & Energy Solution" Digital Infrastructure Forum Award (the "DIF Award"
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08-02 15:58
(Full article) Preview of the week (03Aug2026)
Economic Preview: Key Data Releases (week of 03Aug2026) Key macroeconomic releases in the coming week will provide important signals on growth, inflation, labour-market conditions, and energy demand. Manufacturing and Inflation Indicators The S&P Global Manufacturing PMI for July is expected at 53.8, indicating continued expansion in global manufacturing activity. The ISM Manufacturing PMI and ISM Manufacturing Prices Index for July will also be released. The previous ISM Manufacturing Prices reading of 73.0 pointed to inflationary pressure, which could eventually be passed on to consumers. Labour-Market Data Several labour-market indicators will be closely watched by the Federal Reserve ahead of its upcoming interest-rate decision: JOLTS job openings for June will be announced, follow
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08-02 17:59
TACO Bell Tolls: How To Trade Geopolitical Rollercoaster With XLE, IAU & SPYM ETFs
🌟🌟🌟 The market has just experienced a massive dose of political whiplash, but for smart investors this chaotic TACO routine is actually a perfect cue to keep buying your favourite funds. When President Trump threatened massive military strikes on Iran and then suddenly hit the pause button, he triggered a classic market freak out. For every day investors especially new ones, trying to time these wild political mood swings is a Fool's errand. Instead of panicking, the best strategy now is to quietly, automatically keep investing by using a dollar cost averaging approach into 3 ETFs : XLE, IAU and SPYM. Here is the humorous no nonsense breakdown of why sticking to your DCA plan for these 3 ETFs is the ultimate financial superpower right now. 1.
TOPNice Sharing 😁 @DiAngel @Aqa @Shyon @JC888 @Barcode @Shernice軒嬣 2000
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08-02 19:10
Intel +11%: The Foundry Toolkit Is Real. The Question Is Whether Customers Follow.
The uncomfortable truth first: Intel has now surged more than 300% from its 2025 low of $17.67, hit an all-time high of $142.32 in June, pulled back to the low $80s in July, and is now at $89 with this week's 11% move adding another leg. At every step of that run, the same debate has repeated. Is this a genuine foundry turnaround or a series of headline-driven pops on a business still losing money? Thursday's catalyst, the expansion of Intel's foundry toolchain for AI chip customers, is the latest entry in that debate. It is also one of the more substantive ones. Here is what actually happened. Intel expanded its purpose-built silicon business beyond networking and IPUs through the Fortinet Security Processor 6 collaboration. The company confirmed 18A-P has entered risk production on sched
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @koolgal @Shyon @Shernice軒嬣 2000
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08-02 08:11
Everyone Is Shorting SpaceX, The Unlock Could Become the Biggest Trap
$SpaceX(SPCX)$ is heading into its first major earnings event as a public company, and the market seems to have already picked a side. The trade looks obvious: Earnings arrive. Lockup expires. Early investors sell. Stock falls. That is exactly why the setup is interesting. Because when everyone is positioned for the same outcome, the biggest risk is often that the expected event has already been priced in. The stock has already absorbed a lot of fear $SPCX recently touched around $113, roughly 50% below its peak and below the original $135 IPO price. The first major unlock, representing around 20% of the float, is expected around the earnings period. Naturally, investors are focused on the potential selling pressure. Short interest has built as tr
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08-02 07:43
37 Relative Strength Stocks Holding Above Every Major Moving Average
The market is still rewarding strength. While many stocks remain trapped below key technical levels, these 37 names are showing a different picture — trading above their major moving averages and maintaining strong relative momentum. The list spans multiple sectors, suggesting leadership is not concentrated in just one corner of the market. Communication & Hardware $Hewlett Packard Enterprise(HPE)$ $Viasat(VSAT)$ $Arista Networks(ANET)$ $Everpure(P)$ $Amphenol(APH)$ Healthcare & Medical $10x Genomics, Inc.(TXG)$
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08-02 07:33
Earnings Week Heatmap 13 Stocks Facing Major Tests
13 stocks I'm focused on for earnings: MONDAY 1. $Palantir Technologies Inc.(PLTR)$ $123.06 — Reports Monday after close. Options price a 15% move on free cash flow guidance. TUESDAY 2. $Advanced Micro Devices(AMD)$ $476.15 — Tuesday print. Core Scientific 2.5 gigawatt deal makes AMD a credible $NVIDIA(NVDA)$ alternative. 3. $SpaceX(SPCX)$ $108.37 — First earnings Tuesday, then roughly a billion shares unlock Thursday. Supply is the story. Buying this play under $100 closer to $80. WEDNESDAY 4. $SanDisk Corp.(SNDK)$ $1,214.83 — NAND pricing is the tell. Forward PE near 7 after a
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08-01 13:07
Are Markets Still Efficient When Trillion-Dollar Companies Swing 15% in a Day?
It’s an uncomfortable observation, but a necessary one: the idea of an efficient market starts looking shaky when companies valued in the trillions can move 10% to 15% in a single trading session. A double-digit swing in a $2 trillion to $3 trillion company represents hundreds of billions of dollars in market capitalization appearing or vanishing in a few hours—an amount equal to the entire valuation of legacy giants like Disney or Bank of America. It raises a fundamental question: **Is the market actually pricing new information about business fundamentals, or is it responding to the plumbing of modern capital flows?** 1. Context: What Is Actually Driving the Volatility? To understand why mega-caps move like small-cap growth stocks, we have to look at how modern market structure has
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08-01 16:34
Reddit's Google-ectomy: Has AI Search Broken the Story… or Just the Share Price?
When a company delivers a blockbuster quarter yet suffers the largest one-day share price collapse in its history, I instinctively wonder whether the market has become more emotional than analytical. That is precisely where Reddit finds itself. The company reported an exceptional second quarter, comfortably beating expectations on both revenue and earnings, only for investors to focus almost exclusively on one uncomfortable admission: Google's AI-powered search is changing how people find Reddit. Suddenly, Wall Street has split into two camps. One sees an overreaction to a temporary headwind. The other sees the first crack in the foundations of a premium growth stock. Both arguments deserve to be heard. When direction changes faster than fundamentals A Quarter That Should Have Been a Victo
TOPNice Sharing 😁 @JC888 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000
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08-01 20:22
Micron +18%, SanDisk +26%: This Was Not a Short Squeeze. This Was the Thesis Returning.
Stop calling it a bounce. A bounce is what happens when nothing changed. What happened Thursday is different. Four separate entities, Samsung, Microsoft, Amazon, and Apple, each independently confirmed within 24 hours that the AI memory shortage is real, worsening, and extending further than the market had priced. When the buy-side was selling memory stocks on CXMT IPO fears and AI capex peak anxiety, the sell-side of that trade just had its thesis demolished by the four largest technology companies on Earth. Here is the full picture. Samsung reported its highest-ever quarterly revenue with operating profit of 89.5 trillion won, ahead of expectations. More importantly, it warned that memory supply constraints may persist into 2028 and signed multi-year supply agreements with major data cen
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08-01 20:59
Palantir & Anthropic are interdependent. Not choose one over another!
Palantir Technologies (PLTR) and Anthropic are both major players in the AI and data space, but they operate in fundamentally different layers of the AI ecosystem. They are more complementary (with integration and partnerships) than direct competitors, though there is some overlap and perceived rivalry in enterprise AI deployment. Core Business and Focus Palantir* (founded 2003, public since 2020): A *data integration, analytics, and AI platform company**. It builds software platforms (e.g., Foundry for commercial/enterprise, Gotham for government/defense, AIP for AI, Apollo for deployment) that help organizations integrate siloed data from many sources, create ontologies (structured data models), analyze it, and turn it into actionable decisions. It emphasizes secure, human-in-the-loop sy
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08-01 10:49
Amazon Is Financing the Entire Ecosystem
Everyone talks about $Amazon.com(AMZN)$ 's AI spending. I think they're looking at the wrong number. The more important announcement wasn't another quarter of heavy CapEx. It was this: Amazon has now completed its $50 billion investment in OpenAI. That changes the relationship completely. Amazon is no longer simply renting cloud infrastructure to AI companies. It is becoming part of the capital stack behind the entire AI industry. Amazon now gets paid in multiple ways Think about how the relationship works. Amazon invests billions into OpenAI. OpenAI uses AWS infrastructure. OpenAI buys Trainium chips. Amazon earns cloud revenue. Amazon sells AI hardware. If OpenAI becomes more valuable, Amazon's equity stake appreciates as well. Instead of partic
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08-01 08:11
$AMD Tests Institutional Supply Zone While $QQQ Faces Another Pullback Risk
$Advanced Micro Devices(AMD)$ is back near a level where institutional selling pressure previously appeared. The bigger trend remains constructive, but bulls now face an important test. A clean move above the recent high would help clear this supply area and potentially open the door for another upside leg. Until that happens, this zone remains a key battle point between buyers defending the trend and sellers taking profits. On the broader market side, $Invesco QQQ(QQQ)$ may not have completed its current redistribution phase. After dropping around 4% from the previous setup, the index structure is still showing signs of weakness, with lower highs continuing to form. A further pullback into the discount are
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08-01 08:03
$AMD $MU $SPX $SMH - How Smart Money Maps The Next Rally
In the noise of daily market fluctuations, traders often chase price action blindly, reacting to headlines long after institutional algorithms have already made their moves. To navigate this complexity, structured quantitative analysis provides a distinct edge. By utilizing a multi-timeframe framework of monthly, weekly, and daily levels, you can map out the market’s roadmap well before the opening bell. These levels are not arbitrary lines; they anticipate where institutional algorithms are likely to react. These levels are waypoints, to successfully trade them, you must assess real-time price action alongside overbought and oversold conditions. Here is how to structure, sequence, and execute this multi-timeframe approach for maximum clarity. Understanding the Hierarchy of Timeframes When
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08-01 07:58
AWS CapEx ROI
The vast majority of earnings calls from public companies are pretty boring. But every now and then a CEO pulls back the curtain a bit and goes into a level of detail that I find fascinating. One of those calls was Jay Kreps from Confluent (on their Q1 ‘23 call) discussing the TCO advantages of using Confluent vs open source Kafka. On that call Jay went into a lot of detail about the differences between paying a cloud vendor vs hosting your own software. Jay’s one of the best infrastructure entrepreneur, so getting a peek into his brain like that was pretty cool. Yesterday was another moment where I really geeked out on an earnings call. This time it was Andy Jassy from $Amazon.com(AMZN)$ discussing the ROI on AI capex (which is clearly a very hot
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08-01 00:58
The Team Can Lose, But SPY Must Not Fall
"Stock God" Leopold was margin-called and forced to transfer his holdings — Citadel Securities swooped in and picked them up at a bargain price. The very next day, the market rebounded sharply with a massive surge. There's something worth reminding everyone about: Citadel Securities acquired Morgan Stanley's options market-making business in 2025 and is likely the largest options market maker in the market today. As we all know, options liquidity is provided by market makers, so Leopold's large block buy orders were essentially visible chips in the eyes of the market makers. This reminds me of the old saying — "the mantis stalks the cicada, unaware of the oriole behind." The large block trades I've been tracking might just be fat lambs waiting to be sheared in the eyes of the market makers
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07-31 20:52
$AMD Bottom Signal? +13% Surge Sets Up a $507 Resistance Battle
$Advanced Micro Devices(AMD)$ $Advanced Micro Devices (AMD) Skyrockets +13.00% to $485.39: AI Trade Reignited by Microsoft & Samsung Blowouts, Eyes on $507 Resistance 🚀 Latest Close Data: AMD closed at $485.39, a massive +13.00% surge. The stock is now just -17% below its 52-week high of $584.73, signaling a powerful momentum shift. Core Market Drivers: Blowout earnings from Microsoft, Lam Research, and Samsung reignited the AI chip trade, lifting the entire sector. This macro catalyst overshadowed recent capital outflows, with short-sellers likely squeezed as the short volume ratio eased to 6.70% from recent highs above 13%. Technical Analysis: The RSI(6) exploded from deeply oversold territory (20.29) to a neutral 46.16, signaling a rapid mom