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08-24
New Intel DLCs now listed on SGX: Gain Leveraged and Inverse Exposure to Semiconductor Industry through Intel
The $Intel(INTC)$ 3x Long and Short DLCs have commenced trading on 21 August As one of the world’s leading semiconductor companies, Intel offers investors exposure to developments across the global chip industry. The new Long and Short DLCs provide investors with Leveraged and Inverse exposure to Intel during Asian hours, allowing investors to react to market-moving news ahead of the U.S. market open. The new Intel 3x Long and Short DLCs, listed on the SGX, further expands the US Stock DLC shelf following the recent additions of $SpaceX(SPCX)$ and $Micron Technology(MU)$ , alongside the first batch of 5x DLCs on the Magnificent 7 stocks. Intel 3x Long:
TOPhappygo: Asian hours sounds convenient, but thin liquidity can wreck a 3x setup fast. Feels more like a slippage trap unless the spread stays tight
29.78K
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09-09
Intel Jumps 9% on Reported CPU Price Hike; Nvidia Falls 2%
$Intel(INTC)$ rose 9% on Tuesday (8 September) following reports that the company plans to raise CPU prices by 10% in early October. Amplifying the move, the Intel 3x Long DLC (9DWW) gained around 27%, while the Intel 3x Short DLC (JRYW) declined a similar magnitude. Among other DLC-covered chip stocks, $Advanced Micro Devices(AMD)$ and $Applied Materials(AMAT)$ rose 5.9% and 3.98%, respectively. Correspondingly, the AMD and AMAT 3x Long DLCs rose about 17% and 11% respectively, with the AMD and AMAT 3x Short DLCs also declining a similar respective magnitude. In contrast, $NVIDIA(NVDA)$ fell 2%, lifting the Nvidia
TOPThat 10% CPU hike could lift gross margin more than people think, especially in data center. Pricing power matters way more here than a one day NVDA dip
28.68K
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09-10
DLC Weekly Recap | Top Gainers & Losers
For period 2 to 9 September: $Intel 3xLongSG280726(9DWW.SI)$ tops the table of DLC gainers this week, boosted by $Intel(INTC)$ 's 9% surge on 8 September on reports of a 10% price hike on CPU units. Check latest list for Top Movers for the day in our website home page: Daily Leverage Certificate | Societe Generale Singapore DLC This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered
TOPThat CPU price hike matters more than the weekly move, feels like pricing power finally coming back. IDM 2.0 looks a bit less theoretical now
1.31K
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09-10
Decoupling Buybacks from Yields: Why Long-Term Treasury Yields Are Rising Amid $6 Billion Buyback Program Expansion
When the U.S. Department of the Treasury scales up its debt buyback program to $6 billion, textbook bond market mechanics suggest that direct price support should elevate Treasury security prices and drive yields down. However, financial markets frequently experience a counterintuitive surge in long-term yields following such announcements. In this article, we would like to share our comprehensive macro-structural analysis explaining why long yields rise despite direct liquidity injections. The central thesis demonstrates that Treasury buybacks operate as microstructural operations — focused primarily on market liquidity, off-the-run security adjustments, and cash management—rather than aggregate macroeconomic quantitative easing (QE). When structural macro forces dominate, long-term bond
TOPThe 6 billion buyback matters less than QT draining 95 billion a month. Long yields can stay bid higher when macro supply pressure is doing the real work
2.62K
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09-09
$ORCL: Who Is Actually Buying This Dip?
$Oracle(ORCL)$ dropped from its $225+ highs earlier this summer to hit a low of $141.32 on September 1, before staging a sharp 15%+ rebound back above $162. With Q1 FY27 earnings arriving on September 10, order flow and volume profile data reveal distinct buyer cohorts stepping into this dip. Who Is Buying the Tape? Institutional Backlog Accumulators: Long-term tech funds and sovereign capital are treating the pullback as a valuation reset. Oracle’s massive Cloud Infrastructure (OCI) remaining performance obligations (RPO backlog exceeding $600B+) provide a multi-year growth runway that fundamental funds are accumulating on dips. Pre-Earnings Short Coverers: Tactical funds that rode the stock down from $225 are locking in gains and de-risking shor
TOPGamma hedging probably added fuel too around 145 to 150. If 168 gets reclaimed clean, the short cover bid can squeeze this faster than people think
3.20K
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09-09
Today's Market Watch — September 9, 2026 The market setup has changed meaningfully since our last valuation discussion. The immediate threat to tech isn't weak AI demand; it's the combination of $100 oil + ~4.8% Treasury yields + renewed inflation risk. What's happening today Brent crude has broken above $100/barrel as the U.S.–Iran conflict and disruption around the Strait of Hormuz intensify. The U.S. 10-year Treasury yield is around 4.8%, near a three-year high. U.S. equities opened weaker, with the S&P 500 down roughly 0.3%, Dow about 0.8%, and Nasdaq about 0.4% early in the session. Friday's U.S. CPI release is therefore becoming extremely important. Markets are now assigning roughly a 60% probability of a Fed rate increase next week, after strong employment data and renewed
TOPIf CPI runs hot, staples and utilities probably catch a stronger bid before tech does. I care more about whether the 10Y can actually back off from 4.8%.
5.85K
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09-09
$POET: Why Is This Name Suddenly Getting Attention?
$POET Technologies Inc(POET)$ is capturing market attention because it sits directly at the intersection of the single biggest bottleneck in AI infrastructure: data transfer bandwidth and power consumption. As AI clusters scale, traditional copper interconnects hit physical limits regarding speed, heat, and energy. $POET’s proprietary Optical Interposer platform integrates electronic and photonic devices directly onto a single silicon chip, enabling high-speed optical engines (800G, 1.6T, and 3.2T) and External Light Sources (ELS) for next-generation Co-Packaged Optics (CPO). Key Catalysts Driving the Momentum H2 2026 Production Ramp: The company confirmed its transition from R&D to commercial scale, with optical engine production ramping in t
TOPPOET’s optical interposer is at least a generation ahead on the bandwidth per watt problem. The Semtech and Sivers tie-ins matter way more than the squeeze chatter
3.37K
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09-10
$NVDA: If Semiconductors Keep Leading, Which Stock Moves Next?
The Semiconductor Domino Effect When $NVIDIA(NVDA)$ leads a structural semi rally, institutional capital follows a predictable rotation path. Once Nvidia stretches toward overhead call-wall resistance ($230–$235), smart money seeks relative value in high-beta peers that lag by 2 to 3 trading sessions but share identical fundamental tailwinds. Broadcom ($AVGO) – The Direct AI Beneficiary: While $NVDA controls standard GPU clusters, $AVGO dominates custom AI ASICs (XPUs for Google, Meta, and ByteDance) and high-speed Jericho3-AI networking switches. Price is coiling inside an ascending triangle directly beneath its $185.00 all-time high resistance. Arm Holdings ($ARM) – The Architectural Leverage Play: As AI inference shifts to client edge devices a
TOP185 is too obvious to trust. Feels more like a bull trap than a clean rotation setup, especially if NVDA stalls first
3.10K
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09-09
$UBER: After This Selloff, Where Would You Look For A Reversal?
Tape Breakdown & Reversal Zones $Uber(UBER)$ has faced steady selling pressure heading into early September, pulling back as traders digest broader tech volatility and evaluate long-term capital allocation toward autonomous vehicle (AV) fleet partnerships. The $70.00 – $72.50 Primary Demand Pocket: This multi-month structural floor represents the key accumulation zone where institutional buyers stepped in during prior pullbacks. An intraday liquidity sweep into $71.00–$72.00 followed by a quick reversal wick signals strong buyer absorption. Overhead Resistance ($78.50 – $80.00): Sellers have aggressively defended the $78.50–$80.00 ceiling, which aligns with recent pivot highs and key moving average clusters. Reclaiming $80.00 is required to co
TOPA few months ago, I couldn’t even read a chart properly. After learning from Owen Moshey, I started focusing on what actually matters instead of randomly chasing indicators.
3.83K
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09-10
$POET: Could This Be The Move Before The Move?
The Technical Coiling Setup After riding a multi-hundred percent rally earlier in the year and retesting lower channel demand, $POET Technologies Inc(POET)$ has entered a tight consolidation channel. When a small cap AI infrastructure ticker compresses this tightly after high volume distribution, it typically signals institutional re accumulation before the next directional expansion. Moving Average Squeeze: The 20 day ($7.79), 50 day ($7.56), and 200 day ($8.11) simple moving averages are all converging into a narrow $0.50 price band. Moving average compression of this degree rarely lasts; it precedes explosive volatility expansion. Positive Volume Correlation: Sell-offs toward the $7.50 shelf have consistently occurred on light volume, while gre
TOPCoiling alone means nothing on a small cap like POET. If cash burn stays ugly, that 7.50 shelf can disappear fast
832
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09-09
$DRAM 20260911 64.0 CALL$ Closed my covered call position earlier as the remaining theta decay is becoming less significant, making it less attractive to continue holding until expiration.
4.68K
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09-09
$META 20261120 550.0 CALL$ META moved up on positive news. This long call still have 2 months till expiry with good remaining theta value and also good run capturing intrinsic valis as well. Will be closing this trade to secure profit and move on.
TOPTheta cuts both ways here. With two months left, any stall can bleed that premium fast even if the news pop looked clean
12.90K
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09-10
Cash Is Coming: How Singapore’s Payouts and Trump’s $5,000 Plan Could Shake Markets
On September 9, two very different cash stories were unfolding on opposite sides of the world. In Singapore, more than 2.4 million adult citizens began receiving S$400 to S$600 under the enhanced Budget 2026 Cost-of-Living Special Payment. In the U.S., President Donald Trump proposed a much larger US$5,000 “dividend” for every adult U.S. citizen if Republicans retain both the House and Senate in the midterm elections. At first glance, both stories are about governments putting money into consumers’ pockets. For investors, however, they represent very different market forces: Singapore’s payouts are targeted household support, while the U.S. proposal could become a trillion-dollar-scale fiscal event. In Singapore, the Money Is Already Arriving The Singapore payout is already underway. Eligi
TOPI’d go with A — Local spending boost🛒🍜. If I had the extra S$600 today, I’d spend it on groceries, transport, or dining — directly supporting Singapore’s retail & F&B sectors, plus consumer stocks & REITs. The U.S. proposal 🇺🇸💵🔥 could ripple through inflation & Treasury yields, affecting financing costs & valuations. But the immediate impact is here at home: households spending more, businesses seeing stronger sales, & resilience reinforced 💪. 💪.@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
582
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09-10
$Tesla Motors(TSLA)$ Hey there everybody on tiger trade community , tell goldman that I am late. @Mrzorro @AAT10 @PeterDiCarlo @Aaronykc @Tiger @TigerStars @Tiger V @TigerClub @bs6969
1.02K
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09-10
$Advanced Micro Devices(AMD)$
1.03K
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09-10
$SPDR Portfolio S&P 500 ETF(SPYM)$ pullback of the s and p 500 index seems very lightly as it's approaching the 60 day MA line . Might be a good time to wait for the retracement and deploy spare capital to buy once the index dip. Am waiting for a moment to continue accumulating this counter .
TOP60 day MA is usually where I pay attention too, dips like this are for adding not panicking
8.84K
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09-10
NKE Falls, Just NOT Do(ing) It, anymore ?
The Removal. I have always associated $Nike(NKE)$ as one of those “it” or blue-chip stocks because of its most popular and best-selling lifestyle and streetwear series - the Nike Air Force 1. Besides that, the Nike Pegasus stands as its longest-running & most popular performance running franchise. And how could we forget its other massive multi-decade bestsellers include the Air Max and Air Jordan series. Therefore, it came as a surprise when I came across the news print that NKE will be removed from the S&P 100 index’s listing before US trading opens on Mon, 21 Sep 2026. (see below) This comes as part of S&P 500 and Dow Jones Indices’ quarterly rebalance announced on 04 Sep 2026. NKE will be replaced by
TOP24x earnings is still rich for a brand with flat demand and margin repair still pending. Index removal is just optics, the real problem is growth no longer covering the multiple
8.26K
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09-10
Gold Rallies Again: Is This a Bounce or a Trend Reversal?
Gold has swung wildly over the past year. It climbed to over $5,500 per ounce earlier this year, then dropped after February, and now trades around $4,500. Gold has rebounded over the past month. It rose from roughly $4,000 per ounce to a peak above $4,600. Gold has regained market attention. The prospect of a US-Iran deal pushed gold sharply higher. Later, the US Treasury’s bond buyback plan and hawkish comments from the Fed Chair weighed on prices. Mixed US jobs data also kept gold swinging up and down. The big question now: Is this only a temporary bounce within a downtrend, or a new bullish reversal? This is the biggest debate in the market. Two groups hold opposite views on this rally. Some investors argue US-Iran tensions are not fully resolved. US bond yields stay high, and rate hik