1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
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Tiger Certification: Hedge Fund Founder, Founder of Gongxing Academy, Partner at Morning Cloud Asset Management
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Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle
Kevin Warsh’s debut; SEP and the dot plot. Half of the Fed policymakers expect a potential rate hike within the year, with inflation forecasts significantly revised upward compared to March. There are only 18 dots in the dot plot, whereas the FOMC consists of 19 members (7 Governors and 12 regional Fed Presidents). This suggests that Warsh likely withheld his own economic projections and interest rate forecasts. $标普500ETF(SPY)$ $纳指100ETF(QQQ)$
‘I was asked by Saudi Arabia, Qatar, UAE, some others, if we could put it off for 2 or 3 days’，Trump on Iran attack ‘We were getting ready to do a very major attack tomorrow’ ‘I have put it off for a little while. Hopefully, maybe forever, but possibly, for a little while’
Hope everyone enjoy[得意] Thank you@TigerClub
@TigerClub:Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold
The Senate Banking Committee advanced the Clarity Act to the full Senate floor. If passed, this is a massive regulatory catalyst and a huge win for the crypto and stable-coin sectors. $Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ $比特币ETF-iShares(IBIT)$
Trump just filed 3,600+ stock transactions covering January to late March 2026. The President is clearly obsessed with the stock market, expect an even crazier money grab ahead of the midterms. Investors worldwide probably owe him a thank-you note. His relentless buying and longing are single-handedly 'Making America Great Again' for the stock market. $英伟达(NVDA)$ $特斯拉(TSLA)$ $甲骨文(ORCL)$ $好市多(COST)$ $微软(MSFT)$
Jensen Huang boarded Air Force One at the very last minute, bound for China. $英伟达(NVDA)$
We are seeing a parabolic move in INTC as it emerges as a primary beneficiary of the AI boom. The stock price is just insane. $英特尔(INTC)$ $iShares费城交易所半导体ETF(SOXX)$ $半导体指数ETF-HOLDRs(SMH)$
The S&P 500 has gone into a near-vertical ascent since the end of March. $标普500(.SPX)$ $纳斯达克(.IXIC)$
The BOJ is back in the market stepping in to prop up the JPY.
The Fed has been pumping liquidity into the market for the past quarter.
It’s been a crazy ride, particularly within the AI hardware and optoelectronics space. $AXT Inc(AXTI)$ $Applied Optoelectronics Inc.(AAOI)$ $闪迪(SNDK)$ $Aehr Test Systems(AEHR)$ $美光科技(MU)$
Regarding the optical interconnect layer, Lumentum is aggressively adding capacity to its production lines. However, the sheer scale of the AI infrastructure build-out means they still cannot keep up with demand. We are seeing a fundamental shift where traditional networking is no longer sufficient; the market is pivoting toward advanced optoelectronics to solve the power-efficiency bottleneck. Specifically, the transition to Co-Packaged Optics (CPO) is moving from a 'future concept' to a structural necessity for next-gen GPU clusters. $Lumentum Holdings Inc.(LITE)$ $COHERENT(COHR)$ $Applied Optoelectronics Inc.(AAOI)$
Views on UBS' takeover of CS, Swing strategy for indices and tech stocks This Week
After twists and turns of bargaining, $UBS Group AG(UBS)$ announced that it would acquire $Credit Suisse Group AG(CS)$ , and since then UBS and Credit Suisse are one.The closing price of $Credit Suisse Group AG(CS)$ on last Friday was 1.86 Swiss francs, and the final purchase price was 0.76 Swiss francs. The total purchase price was 3 billion Swiss francs, or about 3.25 billion US dollars. UBS initially offered as little as 0.25 Swiss francs per share for Credit Suisse early in negotiations this week.Many people think that this is because $UBS Group AG(UBS)$ is not interested in acquiring
Views on UBS' takeover of CS, Swing strategy for indices and tech stocks This Week
[Analysis of US Stocks] Where is the area heavily defended by SPX? What is the current view of AMD/TSM?
[Analysis of US Stocks] Where is the area heavily defended by SPX? What is the current view of AMD/TSM? AMZN swing trading opportunity again! $AMD(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Amazon.com(AMZN)$
[Analysis of US Stocks] What are the implications of PMI data in Europe and the United States? What is the logic of SPXL swing trading opportunity? Take some chips off the table for RBLX!
What are the implications of PMI data in Europe and the United States? What is the logic of SPXL swing trading opportunity? Take some chips off the table for RBLX! $Roblox Corporation(RBLX)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$
What stocks have we copied recently? Why did we call several times to buy at last week's lows?
What stocks did we bottom fish recently? Why did we prompt several times to buy at the last week lows?$Roblox Corporation(RBLX)$ $Meta Platforms, Inc.(META)$ $American Airlines(AAL)$
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