The US tape has been sending a confusing signal. The S&P 500 printed another all-time high on 13 August 2026, profit margins are the fattest since 2008, and unemployment sits at a historically low 4.1% — yet beneath the surface the market is quietly fracturing. The Magnificent 7, the engine that carried indices for three years, has turned into a drag: Meta and Tesla are negative year-to-date, and the very concentration that powered the rally is now the risk. At the same time, the options market's dispersion gauge (DSPX) surged to a multi-year high in July 2026 even as headline volatility stayed calm — a sign that the story is no longer "the market," but the widening gap between winners and losers inside it. Sitting above all of it is a harder question few want to ask out loud: with the
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【Livestream Clip 4｜Matt Gamblin: Matt: Cutting Staff for AI Too Fast Costs More Later】
【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know 【ABOUT THE GUEST】
【Livestream Clip 3｜Matt Gamblin: Watch Oracle's Cash Flow, Not Just Its AI Story】
【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know 【ABOUT THE GUEST】
【Livestream Clip 2｜Matt Gamblin: Zero's Lesson: More AI Features Can Lose Customers】
【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know 【ABOUT THE GUEST】
【Livestream Clip 1｜Matt Gamblin: Why Stronger AI Makes Bad Data More Dangerous】
【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know
[Live With Selina &James] Debt, Doom & Dispersion: US Debt, the Fading Mag 7 & the Fall 2026 Outlook
[Live With Selina &James] Debt, Doom & Dispersion: US Debt, the Fading Mag 7 & the Fall 2026 Outlook
【Livestream Clip 4｜Dr. Franklin Wu: 4 Checks Before You Trade: Macro, Industry, Technicals, Risk】
【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy. Full replay 👉 Quantitative Anaysis Framework & Trading
【Livestream Clip 3｜Dr. Franklin Wu: Why TQQQ Looks Right But Your Account Never Recovers】
【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy. Full replay 👉 Quantitative Anaysis Framework & Trading
【Livestream Clip 2｜Dr. Franklin Wu: It's Long-Term Yields, Not Earnings, That Hit High-Valuation Tec
【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy.Full replay 👉 Quantitative Anaysis Framework & Trading
【Livestream Clip 1｜Dr. Franklin Wu: Franklin's 3 Takeaways: AI Is Strong, But 3x ETFs Mislead You】
【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy. Full replay 👉 Quantitative Anaysis Frame
[Live With Dr. Franklin Wu] Quantitative Analysis Framework & Trading Logic for AI + Semiconductor I
[Miser]Hi~ Tigers The past two weeks gave AI/semiconductor investors a case study in whipsaw. $NVIDIA(NVDA)$ delivered a blowout quarter that beat expectations across the board — and the stock still popped on the print — yet the move came against a backdrop where Fed Chair-designate Kevin Warsh used his Jackson Hole remarks to put inflation, not growth, back at the center of policy, and rate-hike odds for September jumped sharply overnight. At the same time, long-end Treasury yields pushed toward multi-year highs before a Treasury buyback operation — nicknamed the "Bessent Put" — triggered a technical bond rally. None of this cancels the AI buildout story. But it does mean the trade is no longer just "AI is strong, buy the chip sto
[Live With Dr. Franklin Wu] Quantitative Analysis Framework & Trading Logic for AI + Semiconductor I
【Livestream Clip 4｜Ross Dong: Ross Pairs AI Winners With Gold to Cut Volatility】
【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map. 【ABOUT THE GUEST】 Our speaker, Ross Dong, is an old friend of the Tiger community, back again fo
【Livestream Clip 3｜Ross Dong: Nvidia's PE Fell, But the AI Story Isn't Broken】
【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map. Full replay 👉
【Livestream Clip 2｜Ross Dong: What Markets Really Fear About the New Fed Chair】
【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map.Full replay 👉
【Livestream Clip 1｜Ross Dong: Why Treasury Buybacks Are Quietly Capping Long-End Yields】
【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map. 【ABOUT THE GUEST】 Our speaker, Ross Dong, is an old friend of the Tiger community, back again fo
【Livestream Clip 4｜Selina Han: That Late-July AI Chip Selloff Wasn't Really About Earnings】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina
【Livestream Clip 3｜Selina Han: Everyone's Burning Cash on AI, Why Isn't Apple】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina
【Livestream Clip 2｜Selina Han: Meta's Ads Are Improving, But Is Its AI Spend Worth It】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina
【Livestream Clip 1｜Selina Han: Why Microsoft Has the Clearest AI Monetization Path】
【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong?Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our
[Live With Selina Han] From Strong Earnings to Falling Stocks: Decoding Big Tech, AI CapEx & the Q2
The tech tape has been sending a confusing signal. Across six weeks, nearly every trading day carried a major earnings report, an AI CapEx update, or a macro catalyst — and yet strong results were repeatedly met with falling share prices. Alphabet, Microsoft, Amazon, Meta and Apple all delivered, all reaffirmed aggressive AI investment, and all saw post-earnings pullbacks. The signal underneath is the same one every investor now has to decode: the AI buildout is real and accelerating, but the market has stopped rewarding spending on its own and started asking a harder question — who can actually convert AI investment into sustainable earnings and cash flow? Understanding that shift, heading into Jackson Hole and a data-heavy Fed path, is no longer optional. We're bringing in Selina Han, Fo
[Live With Selina Han] From Strong Earnings to Falling Stocks: Decoding Big Tech, AI CapEx & the Q2
【Livestream Clip 4｜Kenny Loh & Edward Pye: Smart Investors Don’t Just Pick Stocks】
【LIVESTREAM RECAP｜Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone】 Hi Tigers! In this session we celebrated a real milestone — Singapore's Straits Times Index crossing 5,000. We traced STI's near-60-year path and its recent breakout, unpacked the capital flows sparked by MAS's market-revitalization program, dug into the explosive growth in ETF assets, walked through institutional forecasts for 6,000 and beyond, and closed on the next chapter of the "Singapore Story" — from safe haven to a magnet for global capital. Clear, layered, and full of substance. 🇸🇬Full replay 👉 Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone</
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