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07-24
$MRK Nears Record Territory as Cancer Pipeline Fuels Optimism
$Merck(MRK)$ $Merck & Co., Inc. (MRK) +2.36% Surge: Pharma Giant Nears 52-Week High, $132 Target in Sight 🎯 Latest Close Data: $MRK closed at $130.48 on July 24, 2026, up +2.36% (+$3.01). The stock is just 0.96% away from its 52-week high of $131.74. 📈 Core Market Drivers: The rally is fueled by positive sentiment following partner Kelun-Biotech’s encouraging Keytruda lung cancer trial results. Strong institutional backing from heavyweights like BlackRock (9.14% stake) and Vanguard provides a solid floor. Robust capital inflow of $2.73B today confirms active accumulation. 💊🧬 Technical Analysis: Momentum is building with a confirmed MACD Golden Cross (DIF: 1.89, DEA: 1.80). RSI(6) at 68.28 is approaching overbought territory, while RSI(12) at 61
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07-24
The AI Trade Has Entered a New Phase: Investors Want Returns, Not Bigger CapEx
The latest earnings season delivered a clear message: AI demand remains strong, but the market is becoming far more selective about how it rewards AI spending. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Tesla Motors(TSLA)$ both reported solid top-line results, yet their stocks sold off sharply after earnings. That wasn't because investors suddenly stopped believing in AI. It was because the conversation has shifted. Bigger AI budgets are no longer enough Alphabet continues to invest aggressively in AI infrastructure, with full-year capital expenditure expected to reach $180–190 billion. Revenue continued to grow, but investors focused on something else: capital spe
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07-24
$ILMN Reaches a Milestone, New Highs Put $213 on the Radar
$Illumina(ILMN)$ $Illumina(ILMN) +3.14% Surges to 52-Week High: Genomic Giant Breaks Resistance, Momentum Building Above $200 🚀🧬 Latest Close Data: ILMN closed at $196.86 on July 24, 2026, gaining +3.14%. The stock hit a new 52-Week High of $199.14, firmly breaking past the recent resistance pivot. 🌟 Core Market Drivers: The surge is fueled by strong sector momentum and product innovation. 📈 The launch of the first distributed whole-genome sequencing solution for high-sensitivity MRD (Molecular Residual Disease) research has solidified market confidence in Illumina's technological edge. 🧪 A broader rally in life science tools, with peers like Thermo Fisher and Danaher also advancing, provided a positive macro tailwind. 📊 Technical Analysis: Price
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07-24
$HON Jumps 5.7% After Q2 Beat, $250 Breakout Now in Focus
$Honeywell(HON)$ $Honeywell International Inc.(HON) Surges +5.70% on Earnings Beat: Automation Pure-Play Nears 52-Week High, $250 Resistance in Sight 🚀 Latest Close Data: HON closed at $246.27, surging +5.70% (+$13.28). The stock is within striking distance of its 52-week high of $252.00, driven by massive post-earnings momentum. Core Market Drivers: The explosive move was fueled by HON’s Q2 2026 earnings beat and an upward revision of its full-year guidance. Adjusted EPS is now expected between $8.05-$8.35, with sales locked at $19.8-$20.0B. This marks the company’s first report as a pure-play automation giant following its aerospace spin-off, sparking a massive institutional revaluation. 📈 Technical Analysis: A bullish MACD golden cross is accele
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07-24
The High Cost of Compute: Big Tech’s AI CapEx Escalation, Earnings Volatility, and the Road to Profitability
$Tesla Motors(TSLA)$ ’s Q2 2026 earnings provided a stark visual of the new reality facing Big Tech: AI ambition requires massive, front-loaded capital expenditure (CapEx). Tesla signaled a full-year CapEx budget exceeding $25 billion, which pushed quarterly Free Cash Flow (FCF) into negative territory as compute infrastructure, FSD training, and Optimus robotics scaling ate into cash reserves. This dynamic extends far beyond Tesla—it is the prevailing operational model across mega-cap tech. 1. Will high AI spending burn rate remain the norm? Yes. High CapEx intensity is non-negotiable for any company competing at the frontier of AI. The industry is in the middle of a multi-trillion-dollar infrastructure overhaul that spans data center constructio
TOPPhoebezzz: [Strong]Thanks for the detailed analysis. May I know in your view, what key indicators should be monitored to determine whether AI CapEx is translating into sustainable returns rather than simply higher spending?
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07-24
South Korean Stocks Plunge Again — Are Memory Chip Fundamentals Really Deteriorating?
Looking to dive deeper? Redeem The Path to a Million Dollars handbook in Tiger Coin Mall for more real investor insights and long-term investing frameworks. Redeem now: https://laohu8.com/J/redeemGift?goodID=100369&type=delivery South Korean stocks suffered another sharp sell-off today, with the KOSPI index falling more than 5.7%. The South Korean market has gone from a historic bull market into bear market territory in just one month, with the KOSPI falling from above 9,000 points to below 7,000. Despite the market crash, the fundamentals of the memory chip industry remain intact. According to customs data, South Korea’s DRAM exports hit a record high of US$21.8 billion in June, representing
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07-24
Mag 7 Loses Nearly $800 Billion: Is the Market Finally Charging AI for Its Spending?
Last night’s selloff felt like more than a normal pullback. The Nasdaq fell 2.15%, while the VIX jumped more than 12% to 18.7. $Tesla(TSLA)$ plunged 14.53%, and $Alphabet(GOOGL)$ dropped 7.13%. By several market estimates, the Magnificent Seven lost close to $800 billion in market value in a single session. At the same time, Brent crude moved above $100 per barrel and Treasury yields climbed. Two pressures hit growth stocks together: AI return concerns and renewed inflation risk. A week ago, the market was still rewarding companies for spending more aggressively on AI. Now investors are asking a harder question: When will all that spending turn into profit and free cash flow? 1. The capex scare finally a
TOPThe long-term opportunity remains large, but the market is becoming less patient with businesses that require heavy investment before generating measurable revenue. $Alphabet(GOOGL)$ fell 7.13% despite strong headline results. Google Cloud revenue grew 82%, but Alphabet also increased its annual capex outlook to as much as $205 billion and reported negative quarterly free cash flow of $5.9 billion.
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07-24
AI Wave: What Happen in the Booming Field
Hello everyone! Today i want to share some trading ideasi with you! 1 $Intel(INTC)$ earns its victory lap after a quarter that beats expectations across revenue, margins, earnings, manufacturing execution and guidance. Agentic AI is creating a second growth curve for server CPUs because every accelerator requires significant general-purpose compute around it giving Intel immediate exposure through its large server market share. That opportunity also extends into purpose-built silicon and advanced packaging allowing Intel to benefit from custom AI processors even when it does not control the accelerator itself. 2 $Alphabet(GOOGL)$ is the most profitable company in the world
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07-24
Option Strategies: INTC
Hello everyone! Today i want to share some trading strategies with you! 1 Looks like we're in sell-off season no matter how good the earnings results. Gonna write the gap on $Intel(INTC)$ - put strike in the 68-70 range, laddering expiration dates from July 27 to July 31. 2 Bill had this optionselling idea and we liked it. Followed him on the trade. - STO $Intel(INTC)$ 65/60 put credit spread, Aug 21 expiry The 65 strike sits at the 200MA and at the gap. 3 Looks like we're in sell-off season no matter how good the earnings results. Gonna write the gap on $Intel(INTC)$ - put strike in the 68-70 range, laddering expir
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07-24
TSLA: What Elon Says with the Robotics Future?
$Tesla Motors(TSLA)$ I always take what Elon says with a pinch of salt but directionally he's been correct almost every time. Here's what he's saying on the robotics future: 1. Reinforced Optimus will be potentially the biggest product ever. -> Optimus 3 targets 1M units/year -> Optimus 4 targets 10M units/year Think of the numbers on that in terms of potential revenue: Assuming ~$30k value and selling all units (very broad assumption): -> Optimus 3 = $30B/year -> Optimus 4 = $300B/year Longer term remember Elon calls the revenue potential "north of $10 trillion." Probably early. Very early. But directionally he's consistently correct and this has to give you some confidence in the robotics future:
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07-24
Robotics is Moving so Fast
Robotics is moving so fast...here's some of the data from the last couple months: 1. Morgan Stanley put their TAM to $25T by 2050 (humanoid market at $5T). 2. We've had the first way to publicly invest in humanoids through $Churchill Capital Corp XI(CCXI)$. -> On that point, Agility uses ~75% US sourced parts (very bullish). 3. Private market deals have already topped $23B in 2026. -> Saronic: $1.75B raise -> Apptronik: $935M raise -> Figure AI: $39B valuation -> Neura Robotics: $1.4B raise The public markets haven't caught up to what's happening in the private markets yet. 4. Morgan Stanley put out a report forecasting a 300x growth in the bearings market by 2050. 5.
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07-24
TRADE PLAN for LOTTO Friday 📈
$S&P 500(.SPX)$ closed -90 on the day. If SPX gives up 7400 and closes under tomorrow we can see another dip towards 7330-7340 leading into FOMC on Wednesday. I would treat the upside as a quicker day trade until we see 7500 again. $Invesco QQQ(QQQ)$ almost dropped back to the June lows near 686 again but held and closed near 692. As long as 686 holds the uptrend is still intact this summer. QQQ under 686 can drop another 20-25 pts. $Micron Technology(MU)$ will test 1250 again this year. We need to see if MU can continue to form a base above 900 into August. MU July 24 1020C is best as a lotto above 1000 Good luck
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07-24
GOLD: The Market has now Entered a “Critical Juncture” of Tug-of-war Between Bulls and Bears
After a strong pullback and rebound from 4023, gold is currently trading at 4030. $Gold - main 2608(GCmain)$$XAU/USD(XAUUSD.FOREX)$ The market has now entered a “critical juncture” of tug-of-war between bulls and bears. Given the lackluster rebound, the price may retest today’s lows in the 4023–4025 range to confirm whether the “double bottom” support at that level is valid. Meanwhile, the key intraday support is near 4,020; if this level is broken, the price will continue to test the 4,000–4,005 range! First near-term resistance: 4,038–4,042 (former resistance-turned-support level) For trading, focus primarily on entering sell positions after a rebound! Strateg
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07-24
INTC, GOOG, KTOS, ORCL& SOFI Underwent Distinctive Situation
Hello everyone! Today i want to share some technical analysis with you! 1 Still chillin' in the handle 👀 $SoFi Technologies Inc.(SOFI)$ 2 $Oracle(ORCL)$ is now just $1 away from hitting its lowest price since June 2024 🌶️ Burry is still holding half his original short position. 3 Starting to get interesting near the 52wk lows 👀 $Kratos Defense & Security Solutions(KTOS)$ 4 $Alphabet(GOOG)$ 🚨 Google just closed below its 200-day simple moving average for the first time in over a year. The stock now trades at its cheapest valuation since September 2025. 5
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07-24
An APPL a day, keeps investor Happy Away !
Anatomy of a Record Multiple $Apple(AAPL)$ has reached a critical valuation crossroads. On 17 Jul 2026, it hit an intraday high of $334.99, and that rally briefly pushed its market capitalization to about $4.88 trillion, nudging past $NVIDIA(NVDA)$ $4.86 trillion. For a fleeting moment, AAPL reclaimed the pole position as the world’s most valuable publicly traded company. Hitting this scale puts enormous pressure on every future quarter to justify the price. Trading at nearly 11x sales, AAPL sits at its highest valuation multiple in company history. (see above) What makes this moment unusual is AAPL’s mix of leadership change, valuation expansion, and product-cycle optimism - hitting home all at once. Mar
TOP11x sales can hold only if services growth starts masking hardware cyclicality. Q3 probably needs a clean beat too, or this multiple looks stretched
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07-24
Live Recap 4: AI Stock Divergence, High Volatility & Options Playbook for H2 2026
1. Live Review Introduction Review Live>> Shortcuts： 【 Livestream Recap : SPX vs SPY: it's not just the price 】 【Livestream Recap | Why did 0DTE explode after 2022?】 【Livestream Recap | Why do pros love 0DTE for events? 】 【Livestream Recap | AI's real impact may not be fully priced yet】 Tiger Brokers livestream hosted by Esther, featuring Selena H
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07-24
From NVIDIA to Palantir: How AI Actually Makes Money.
AI as a Highway Layer 1 – AI Compute (Road Builders) •NVDA, AMD, TSM build the foundation of the highway. Layer 2 – AI Memory (Construction Materials) •MU, SK.HY, Samsung They provide the memory needed to power AI. Layer 3 – AI Networking (Road Network) •Broadcom, Marvell, Arista, Cisco, Nokia They connect the entire AI ecosystem. Layer 4 – Hyperscalers (Highway Operators) * Microsoft, Amazon, Google, Meta They build, own and operate the AI infrastructure. Layer 5 – AI Monetization (Businesses on the Highway) * Microsoft Copilot, Palantir, Salesforce, ServiceNow, Gemini, AWS They transform AI infrastructure into products and services that customers pay for. Layer 6 – Customers (Drivers) * Enterprises, Governments and Consumers They use AI and ultimately fund the ecosystem. The Key Ta
TOPWhich company supplies the energy to AI comapnies which is before Layer 1 - AI Power?
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07-24
Coca-Cola (KO) Q2 2026 Earnings Preview: Core Focus Areas and Short-Term Options Opportunities
The $Coca-Cola(KO)$ is scheduled to report its fiscal Q2 2026 earnings before the market opens on Tuesday, July 28, 2026. Coca-Cola is coming into this print after a solid run up in 2026 (~18% YTD). However, macro headwinds around price sensitivity and lower-income consumer weakness mean Wall Street will be looking closely at how they achieve their growth. Here is a breakdown of consensus expectations, core metrics to watch, and a short-term trading setup post-earnings. Wall Street Expectations The Coca-Cola Company (KO) delivered a exceptionally strong fiscal Q1 2026 print on April 28, 2026, blowing past Wall Street’s top- and bottom-line estimates. The stock responded positively, jumping ~4.5% immediately following the release. Here is a summary w
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07-24
Chua Wei Ren: bullish continuation on iFAST likely to come back
❓Will $IFAST(AIY.SI)$ finally catch up to the soaring financial shares listed on the SGX? Up just 0.7% year-to-date, its performance lags that of the broad STI’s +20% return and that of the Singapore banks as well as SGX. iFAST is scheduled to announce their second quarter earnings today, likely after-market. Upon examining the stock’s technical structure, CGSi’s technical chartist Chua Wei Ren believe that iFAST’s price action has shown a bullish recovery to the upside, and shares his upside target prices alongside stop loss levels on the stock: https://rfs.cgsi.com/api/download?file=1ec3efd6-50ef-4749-ac82-2eff0d0949b7 ✳Warrant investors keen to trade on Wei Ren’s short-term technical view on iFAST can consider using iFAST call warrant
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07-24
Option Movers | Tesla $99M Double-Short & $35M Long Put Signal Bearishness; Alphabet Registers $50.67M Net Bearish Options Flow
Market Overview Wall Street indexes closed lower on Thursday (July 23) with Nasdaq sinking more than 2% as the latest earnings updates from large technology companies revived concerns about heavy AI spending, while soaring oil prices amped up inflation worries, lifting bond yields. Regarding the options market, a total volume of 60,634,656 contracts was traded, of which 54% were call options. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $VIX(VIX)$, $AMZN(AMZN)$, $SPCX(SPCX)$, $AAPL(AAPL)$,