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09-03 17:47

【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 4｜Dr. Franklin Wu: 4 Checks Before You Trade: Macro, Industry, Technicals, Risk】

09-03 17:46

【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 3｜Dr. Franklin Wu: Why TQQQ Looks Right But Your Account Never Recovers】

09-03 17:43

【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 2｜Dr. Franklin Wu: It's Long-Term Yields, Not Earnings, That Hit High-Valuation Tec

09-03 17:41

【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

【Livestream Clip 1｜Dr. Franklin Wu: Franklin's 3 Takeaways: AI Is Strong, But 3x ETFs Mislead You】

09-01 16:35

[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

08-28

【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 4｜Ross Dong: Ross Pairs AI Winners With Gold to Cut Volatility】

08-28

【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 3｜Ross Dong: Nvidia's PE Fell, But the AI Story Isn't Broken】

08-28

【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 2｜Ross Dong: What Markets Really Fear About the New Fed Chair】

08-28

【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 1｜Ross Dong: Why Treasury Buybacks Are Quietly Capping Long-End Yields】

08-21

【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 4｜Selina Han: That Late-July AI Chip Selloff Wasn't Really About Earnings】

08-21

【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 3｜Selina Han: Everyone's Burning Cash on AI, Why Isn't Apple】

08-21

【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 2｜Selina Han: Meta's Ads Are Improving, But Is Its AI Spend Worth It】

08-21

【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

【Livestream Clip 1｜Selina Han: Why Microsoft Has the Clearest AI Monetization Path】

08-20

[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

08-05

【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</

【Livestream Clip 4｜Kenny Loh & Edward Pye: Smart Investors Don’t Just Pick Stocks】

08-05

【Livestream Clip 3｜Kenny Loh & Edward Pye: Singapore GDP at 6%? Most Investors Missed This】

【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 5,0

【Livestream Clip 3｜Kenny Loh & Edward Pye: Singapore GDP at 6%? Most Investors Missed This】

08-05

【Livestream Clip 2｜Kenny Loh & Edward Pye: STI Rallied Hard — But Is It Still Cheap?】

【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 5,0

【Livestream Clip 2｜Kenny Loh & Edward Pye: STI Rallied Hard — But Is It Still Cheap?】

08-05

【Livestream Clip 1｜Kenny Loh & Edward Pye: STI Hit 5,000 — Is 6,000 Closer Than You Think?】

【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 5,0

【Livestream Clip 1｜Kenny Loh & Edward Pye: STI Hit 5,000 — Is 6,000 Closer Than You Think?】

08-03

[Live With Kenny Loh & Edward Pye] Beyond the 5,000 Milestone: Navigating Singapore's Equity Re-Rati

The Singapore market has quietly moved from a steady, dividend-paying backwater to one of the most resilient performers in a volatile world. The STI crossing 5,000 — and pushing toward 5,620 — isn't just a number. It's the payoff of 60 years of foundations, reforms and tailwinds compounding into a genuine structural re-rating. Institutional desks from JPMorgan to DBS are now setting targets well above the milestone, retail money is flowing in through ETFs, SRS and CPF-IS, and the S$6.5bn EQDP programme is channeling fresh capital into small- and mid-caps. The signal underneath all of it is the same: the Singapore equity story is entering a new chapter, and understanding it — before the crowd fully prices it in — is a competitive necessity. We're bringing in Kenny Loh, SGX Academy Trainer,

[Live With Kenny Loh & Edward Pye] Beyond the 5,000 Milestone: Navigating Singapore's Equity Re-Rati

07-30

【Livestream Clip 4｜Kenny Loh & Kenny Tay: 3 Numbers Matter More Than AI Hype】

【LIVESTREAM RECAP｜From AI Hype to AI Impact: Navigating the Future of Business & SGX Investment Opportunities】 Hi Tigers! In this session we moved from "AI hype" to "AI impact" — what AI really means for business, for your career, and for how to invest in it through SGX. The flow was clear: why AI is unlike any past technology revolution, why most organizations are still stuck in the "experiment" phase, which jobs get reshaped, the three big risks businesses face, and finally how to capture AI investment opportunities on SGX. Layered and full of substance.Full replay 👉 From AI Hype to AI Impact: Navigating the Future of Business & SGX Invest

【Livestream Clip 4｜Kenny Loh & Kenny Tay: 3 Numbers Matter More Than AI Hype】

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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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221875044598573450%22,%22type%22:1}\">Quantitative Anaysis Framework &amp; Trading</a>\n \n","listText":"【LIVESTREAM RECAP｜Quantitative Anaysis Framework &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221875044598573450%22,%22type%22:1}\">Quantitative Anaysis Framework &amp; Trading</a>","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603742905143424","isVote":1,"tweetType":2,"object":{"id":"5cbf9bafc9ee473daf9279fcf6fc35d9","tweetId":"603742905143424","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/e35855bf510d4a13b09172f73a50c49b.mp4","poster":"https://community-static.tradeup.com/news/704004e5b49480875cbedde933172234"},"viewCount":88,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway this time is that a truly useful trading framework is not about having as many indicators as possible, but about looking at a few indicators consistently over the long term. This set of five indicators—the 10-year US Treasury yield, Fed expectations, VIX, QQQ, and SOXX—can actually link together \"macro, risk appetite, technology trends, and semiconductor strength\". In particular, I strongly agree with one judgment: if QQQ is still strong while SOXX is significantly weaker, it means that funds have not given up on technology, but have just started to avoid chips with greater volatility. In this case, continuing to invest heavily in semiconductors should be more cautious. This is more practical than piling up a dozen or so technical indicators, because the more indicators there are, the more likely it is that \"this is bullish and that is bearish\" will occur, and in the end, all that's left is to find reasons to justify your original position. Therefore, I prefer to follow a simple process in the future: first look at the interest rate, then look at the VIX, then see if QQQ and SOXX are synchronized, and finally decide whether to increase my AI position. In short: a good framework doesn't help you predict every rise and fall, but rather allows you to know what to look for even in the most chaotic times of the market.","text":"My biggest takeaway this time is that a truly useful trading framework is not about having as many indicators as possible, but about looking at a few indicators consistently over the long term. This set of five indicators—the 10-year US Treasury yield, Fed expectations, VIX, QQQ, and SOXX—can actually link together \"macro, risk appetite, technology trends, and semiconductor strength\". In particular, I strongly agree with one judgment: if QQQ is still strong while SOXX is significantly weaker, it means that funds have not given up on technology, but have just started to avoid chips with greater volatility. In this case, continuing to invest heavily in semiconductors should be more cautious. This is more practical than piling up a dozen or so technical indicators, because the more indicators there are, the more likely it is that \"this is bullish and that is bearish\" will occur, and in the end, all that's left is to find reasons to justify your original position. Therefore, I prefer to follow a simple process in the future: first look at the interest rate, then look at the VIX, then see if QQQ and SOXX are synchronized, and finally decide whether to increase my AI position. In short: a good framework doesn't help you predict every rise and fall, but rather allows you to know what to look for even in the most chaotic times of the market.","html":"My biggest takeaway this time is that a truly useful trading framework is not about having as many indicators as possible, but about looking at a few indicators consistently over the long term. This set of five indicators—the 10-year US Treasury yield, Fed expectations, VIX, QQQ, and SOXX—can actually link together \"macro, risk appetite, technology trends, and semiconductor strength\". In particular, I strongly agree with one judgment: if QQQ is still strong while SOXX is significantly weaker, it means that funds have not given up on technology, but have just started to avoid chips with greater volatility. In this case, continuing to invest heavily in semiconductors should be more cautious. This is more practical than piling up a dozen or so technical indicators, because the more indicators there are, the more likely it is that \"this is bullish and that is bearish\" will occur, and in the end, all that's left is to find reasons to justify your original position. Therefore, I prefer to follow a simple process in the future: first look at the interest rate, then look at the VIX, then see if QQQ and SOXX are synchronized, and finally decide whether to increase my AI position. In short: a good framework doesn't help you predict every rise and fall, but rather allows you to know what to look for even in the most chaotic times of the market."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603690723021048,"gmtCreate":1788428763158,"gmtModify":1788428771890,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 3｜Dr. Franklin Wu: Why TQQQ Looks Right But Your Account Never Recovers】","htmlText":"\n \n \n  【LIVESTREAM RECAP｜Quantitative Anaysis Framework &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221875044598573450%22,%22type%22:1}\">Quantitative Anaysis Framework &amp; Trading</a>\n \n","listText":"【LIVESTREAM RECAP｜Quantitative Anaysis Framework &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221875044598573450%22,%22type%22:1}\">Quantitative Anaysis Framework &amp; Trading</a>","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603690723021048","isVote":1,"tweetType":2,"object":{"id":"0ffa88ba4a4b43d5863203b65c598856","tweetId":"603690723021048","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/12163efef91944aa99d9ccdeb9a1cddc.mp4","poster":"https://community-static.tradeup.com/news/09672d8a8f97cce8d6f95d4f8f04763f"},"viewCount":77,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway this time is that TQQQ's \"3x\" is not about multiplying long-term returns by 3, but about amplifying the \"daily\" price fluctuations by 3 times. This may seem simple, but many people actually lose money here. For example, if the index first falls by 10% and then rises by 11.1%, it can roughly return to its original level; However, in the same fluctuations, because the leverage is recalculated every day, the principal is first thinned when it falls, and the subsequent rise is compounded on a smaller principal. So even if the index eventually returns, TQQQ may not have returned yet. This makes me feel that SOXL and TQQQ are more like tactical tools when the trend is clear, rather than substitutes for \"long-term bullish on technology, so I keep holding 3 times\". Especially when the VIX is high and the market is fluctuating, volatility itself can erode returns. So when I look at 3x ETFs in the future, I will not only ask \"is the direction right?\", but also ask two more questions: is the trend smooth enough and is the volatility low enough? In short: the most dangerous thing about leveraged ETFs is not judging the wrong direction, but that you ultimately see the right direction, only to have your principal worn away by the fluctuations in the middle.","text":"My biggest takeaway this time is that TQQQ's \"3x\" is not about multiplying long-term returns by 3, but about amplifying the \"daily\" price fluctuations by 3 times. This may seem simple, but many people actually lose money here. For example, if the index first falls by 10% and then rises by 11.1%, it can roughly return to its original level; However, in the same fluctuations, because the leverage is recalculated every day, the principal is first thinned when it falls, and the subsequent rise is compounded on a smaller principal. So even if the index eventually returns, TQQQ may not have returned yet. This makes me feel that SOXL and TQQQ are more like tactical tools when the trend is clear, rather than substitutes for \"long-term bullish on technology, so I keep holding 3 times\". Especially when the VIX is high and the market is fluctuating, volatility itself can erode returns. So when I look at 3x ETFs in the future, I will not only ask \"is the direction right?\", but also ask two more questions: is the trend smooth enough and is the volatility low enough? In short: the most dangerous thing about leveraged ETFs is not judging the wrong direction, but that you ultimately see the right direction, only to have your principal worn away by the fluctuations in the middle.","html":"My biggest takeaway this time is that TQQQ's \"3x\" is not about multiplying long-term returns by 3, but about amplifying the \"daily\" price fluctuations by 3 times. This may seem simple, but many people actually lose money here. For example, if the index first falls by 10% and then rises by 11.1%, it can roughly return to its original level; However, in the same fluctuations, because the leverage is recalculated every day, the principal is first thinned when it falls, and the subsequent rise is compounded on a smaller principal. So even if the index eventually returns, TQQQ may not have returned yet. This makes me feel that SOXL and TQQQ are more like tactical tools when the trend is clear, rather than substitutes for \"long-term bullish on technology, so I keep holding 3 times\". Especially when the VIX is high and the market is fluctuating, volatility itself can erode returns. So when I look at 3x ETFs in the future, I will not only ask \"is the direction right?\", but also ask two more questions: is the trend smooth enough and is the volatility low enough? In short: the most dangerous thing about leveraged ETFs is not judging the wrong direction, but that you ultimately see the right direction, only to have your principal worn away by the fluctuations in the middle."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603741912965208,"gmtCreate":1788428625637,"gmtModify":1788428634019,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 2｜Dr. Franklin Wu: It's Long-Term Yields, Not Earnings, That Hit High-Valuation Tec","htmlText":"\n \n \n  【LIVESTREAM RECAP｜Quantitative Anaysis Framework &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221875044598573450%22,%22type%22:1}\">Quantitative Anaysis Framework &amp; Trading </a>\n \n","listText":"【LIVESTREAM RECAP｜Quantitative Anaysis Framework &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221875044598573450%22,%22type%22:1}\">Quantitative Anaysis Framework &amp; Trading </a>","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603741912965208","isVote":1,"tweetType":2,"object":{"id":"e3c9d9f550f2421fb6df81e9e28de159","tweetId":"603741912965208","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/b0ce5ab16c3847bca970c75e72d17c13.mp4","poster":"https://community-static.tradeup.com/news/2cc28c667dd1772b71968a947c4c3cf1"},"viewCount":679,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway is still the saying: \"The company story tells you what you want, and the market environment tells you when to be careful.\" This statement is particularly applicable to AI and semiconductors. Companies like NVDA, AVGO, and MU can maintain strong fundamentals, but if the yields on 10-year and 30-year US Treasury bonds rise rapidly, the market will lower the valuation multiple it is willing to pay for long-term profits again. In other words, even if the company doesn't get worse, its stock price can still fall significantly first. The 2022 NVDA is a good example: the long-term logic was later proven to be intact, but it still experienced a very deep pullback/retracement in between. Therefore, I will no longer just ask \"is there still demand for AI?\", but will also ask whether the current interest rate environment allows high valuations to continue to expand. I also agree with the reminder about 3x ETFs. TQQQ and SOXL amplify daily fluctuations, not long-term returns that automatically multiply by 3. During periods of high volatility, path loss can mean that \"seeing the right direction\" does not equate to \"ultimately earning more\". In short: good companies can be held for the long term, but good companies do not mean that you can blindly buy them in any macroeconomic environment or at any valuation; A truly mature transaction involves simultaneously considering the company's quality and the price of capital.","text":"My biggest takeaway is still the saying: \"The company story tells you what you want, and the market environment tells you when to be careful.\" This statement is particularly applicable to AI and semiconductors. Companies like NVDA, AVGO, and MU can maintain strong fundamentals, but if the yields on 10-year and 30-year US Treasury bonds rise rapidly, the market will lower the valuation multiple it is willing to pay for long-term profits again. In other words, even if the company doesn't get worse, its stock price can still fall significantly first. The 2022 NVDA is a good example: the long-term logic was later proven to be intact, but it still experienced a very deep pullback/retracement in between. Therefore, I will no longer just ask \"is there still demand for AI?\", but will also ask whether the current interest rate environment allows high valuations to continue to expand. I also agree with the reminder about 3x ETFs. TQQQ and SOXL amplify daily fluctuations, not long-term returns that automatically multiply by 3. During periods of high volatility, path loss can mean that \"seeing the right direction\" does not equate to \"ultimately earning more\". In short: good companies can be held for the long term, but good companies do not mean that you can blindly buy them in any macroeconomic environment or at any valuation; A truly mature transaction involves simultaneously considering the company's quality and the price of capital.","html":"My biggest takeaway is still the saying: \"The company story tells you what you want, and the market environment tells you when to be careful.\" This statement is particularly applicable to AI and semiconductors. Companies like NVDA, AVGO, and MU can maintain strong fundamentals, but if the yields on 10-year and 30-year US Treasury bonds rise rapidly, the market will lower the valuation multiple it is willing to pay for long-term profits again. In other words, even if the company doesn't get worse, its stock price can still fall significantly first. The 2022 NVDA is a good example: the long-term logic was later proven to be intact, but it still experienced a very deep pullback/retracement in between. Therefore, I will no longer just ask \"is there still demand for AI?\", but will also ask whether the current interest rate environment allows high valuations to continue to expand. I also agree with the reminder about 3x ETFs. TQQQ and SOXL amplify daily fluctuations, not long-term returns that automatically multiply by 3. During periods of high volatility, path loss can mean that \"seeing the right direction\" does not equate to \"ultimately earning more\". In short: good companies can be held for the long term, but good companies do not mean that you can blindly buy them in any macroeconomic environment or at any valuation; A truly mature transaction involves simultaneously considering the company's quality and the price of capital."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603740956303520,"gmtCreate":1788428479572,"gmtModify":1788428488071,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 1｜Dr. Franklin Wu: Franklin's 3 Takeaways: AI Is Strong, But 3x ETFs Mislead You】","htmlText":"\n \n \n  【LIVESTREAM RECAP｜Quantitative Anaysis Framework &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1875044598573450&quot;,&quot;type&quot;:1}\">Quantitative Anaysis Frame</a>\n \n","listText":"【LIVESTREAM RECAP｜Quantitative Anaysis Framework &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1875044598573450&quot;,&quot;type&quot;:1}\">Quantitative Anaysis Frame</a>","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/603740956303520","isVote":1,"tweetType":2,"object":{"id":"e9b1dc373d004899a04e3d0f6483bd31","tweetId":"603740956303520","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/f405b6099466425899d1779cc50b576e.mp4","poster":"https://community-static.tradeup.com/news/d090d378035585c6eb7f1591def07cc8"},"viewCount":156,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway wasn't actually a particular stock, but rather the order of \"market → business → price → risk\". Often, when we see NVDA, AVGO, and MU rise, we first assume that \"AI will continue to rise,\" and then look for reasons to prove ourselves. However, this framework reminds me that we should first look at the 10-year US Treasury yield and the Fed's expectations to judge the valuation environment; Next, let's look at whether AI orders, Capex, and HBM demand are truly growing; Then we look at whether the positions of QQQ and SOXX are worth buying, and finally decide on the position size and stop loss. One point I agree with most is that interest rates often have a short-term impact not on how much money a company makes, but on how many times the market is willing to value those profits. Therefore, even if the fundamentals of AI don't deteriorate and the 10-year yield suddenly surges, highly valued semiconductors may still experience a sharp drop. Another important reminder for SOXL and TQQQ is that 3x is the daily return target, not long-term returns that automatically multiply by 3. Path loss in a highly volatile environment may have led to the right direction, but the long-term results were not as beautiful as imagined. In short: AI investment shouldn't just answer \"whether the company is good or not,\" but also \"whether the macro situation allows it, whether the price is high, and how much you will lose if you misjudge it\"—these four steps are more useful than guessing which stock will double in value.","text":"My biggest takeaway wasn't actually a particular stock, but rather the order of \"market → business → price → risk\". Often, when we see NVDA, AVGO, and MU rise, we first assume that \"AI will continue to rise,\" and then look for reasons to prove ourselves. However, this framework reminds me that we should first look at the 10-year US Treasury yield and the Fed's expectations to judge the valuation environment; Next, let's look at whether AI orders, Capex, and HBM demand are truly growing; Then we look at whether the positions of QQQ and SOXX are worth buying, and finally decide on the position size and stop loss. One point I agree with most is that interest rates often have a short-term impact not on how much money a company makes, but on how many times the market is willing to value those profits. Therefore, even if the fundamentals of AI don't deteriorate and the 10-year yield suddenly surges, highly valued semiconductors may still experience a sharp drop. Another important reminder for SOXL and TQQQ is that 3x is the daily return target, not long-term returns that automatically multiply by 3. Path loss in a highly volatile environment may have led to the right direction, but the long-term results were not as beautiful as imagined. In short: AI investment shouldn't just answer \"whether the company is good or not,\" but also \"whether the macro situation allows it, whether the price is high, and how much you will lose if you misjudge it\"—these four steps are more useful than guessing which stock will double in value.","html":"My biggest takeaway wasn't actually a particular stock, but rather the order of \"market → business → price → risk\". Often, when we see NVDA, AVGO, and MU rise, we first assume that \"AI will continue to rise,\" and then look for reasons to prove ourselves. However, this framework reminds me that we should first look at the 10-year US Treasury yield and the Fed's expectations to judge the valuation environment; Next, let's look at whether AI orders, Capex, and HBM demand are truly growing; Then we look at whether the positions of QQQ and SOXX are worth buying, and finally decide on the position size and stop loss. One point I agree with most is that interest rates often have a short-term impact not on how much money a company makes, but on how many times the market is willing to value those profits. Therefore, even if the fundamentals of AI don't deteriorate and the 10-year yield suddenly surges, highly valued semiconductors may still experience a sharp drop. Another important reminder for SOXL and TQQQ is that 3x is the daily return target, not long-term returns that automatically multiply by 3. Path loss in a highly volatile environment may have led to the right direction, but the long-term results were not as beautiful as imagined. In short: AI investment shouldn't just answer \"whether the company is good or not,\" but also \"whether the macro situation allows it, whether the price is high, and how much you will lose if you misjudge it\"—these four steps are more useful than guessing which stock will double in value."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"Franklin's four-step framework—market, business, price, and risk—is a powerful antidote to ticker-first investing. The biggest takeaway is that a strong AI narrative does not automatically make a stock a good buy. Semiconductor demand can remain structurally strong, yet valuation, long-term Treasury yields, Fed expectations, and market positioning may determine short-term returns. especially like using QQQ and SOXX as \"market thermometers\" before taking individual positions. The warning on SOXL and TQQQ is equally valuable: daily 3x leverage is designed to amplifydailymoves, not guarantee three times the long-term performance. Volatility can make the compounding effect work against investors. Ultimately, successful AI investing is less about predicting the next winner and more about building a repeatable process:identify the trend, check the price, respect the macro, and define your exit before entering. @TBlive [胜利]","text":"Franklin's four-step framework—market, business, price, and risk—is a powerful antidote to ticker-first investing. The biggest takeaway is that a strong AI narrative does not automatically make a stock a good buy. Semiconductor demand can remain structurally strong, yet valuation, long-term Treasury yields, Fed expectations, and market positioning may determine short-term returns. especially like using QQQ and SOXX as \"market thermometers\" before taking individual positions. The warning on SOXL and TQQQ is equally valuable: daily 3x leverage is designed to amplifydailymoves, not guarantee three times the long-term performance. Volatility can make the compounding effect work against investors. Ultimately, successful AI investing is less about predicting the next winner and more about building a repeatable process:identify the trend, check the price, respect the macro, and define your exit before entering. @TBlive [胜利]","html":"Franklin's four-step framework—market, business, price, and risk—is a powerful antidote to ticker-first investing. The biggest takeaway is that a strong AI narrative does not automatically make a stock a good buy. Semiconductor demand can remain structurally strong, yet valuation, long-term Treasury yields, Fed expectations, and market positioning may determine short-term returns. especially like using QQQ and SOXX as \"market thermometers\" before taking individual positions. The warning on SOXL and TQQQ is equally valuable: daily 3x leverage is designed to amplifydailymoves, not guarantee three times the long-term performance. Volatility can make the compounding effect work against investors. Ultimately, successful AI investing is less about predicting the next winner and more about building a repeatable process:identify the trend, check the price, respect the macro, and define your exit before entering. @TBlive [胜利]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603017036066976,"gmtCreate":1788251741232,"gmtModify":1788254996642,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"[Live With Dr. Franklin Wu] Quantitative Analysis Framework & Trading Logic for AI + Semiconductor I","htmlText":"[Miser]Hi~ Tigers The past two weeks gave AI/semiconductor investors a case study in whipsaw. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 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","listText":"[Miser]Hi~ Tigers The past two weeks gave AI/semiconductor investors a case study in whipsaw. <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 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","text":"[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","images":[{"img":"https://community-static.tradeup.com/news/6d7a5a1b258c424ce6c77711526b1049"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603017036066976","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000431","authorId":"9000000000000431","name":"PandoraHaggai","avatar":"https://static.tigerbbs.com/1697f3f91fe5c84e7af6ee5dbdfb3d88","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000431","idStr":"9000000000000431"},"content":"Vol drag is still underrated: if the index goes +10% then -10%, it ends at 99, while a 3x ETF goes +30% then -30% and ends at 91.","text":"Vol drag is still underrated: if the index goes +10% then -10%, it ends at 99, while a 3x ETF goes +30% then -30% and ends at 91.","html":"Vol drag is still underrated: if the index goes +10% then -10%, it ends at 99, while a 3x ETF goes +30% then -30% and ends at 91."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":601621764050992,"gmtCreate":1787911010806,"gmtModify":1787911019226,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 4｜Ross Dong: Ross Pairs AI Winners With Gold to Cut Volatility】","htmlText":"\n \n \n  【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\n \n","listText":"【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","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/601621764050992","isVote":1,"tweetType":2,"object":{"id":"cb3e007f07c5414faefdcc5db25717f5","tweetId":"601621764050992","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/7e077c2dc2d74584ac9ed743cd64e1a2.mp4","poster":"https://community-static.tradeup.com/news/9d6b6c70f6a1d71b8c61e65e8446d2a3"},"viewCount":835,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I strongly agree with this \"AI winner + gold\" combination approach because it doesn't address \"who rises more,\" but rather how to make the combination easier to hold in different macroeconomic environments. The core advantages of leading AI companies remain profit growth and industry trends, but they are sensitive to interest rates, valuations, and market sentiment. Gold, on the other hand, is more driven by fiscal deficits, geopolitics, real interest rates, and monetary credit. The sources of returns behind the two are different, and putting them together can actually reduce the portfolio's dependence on a single macroeconomic variable. I think this framework is particularly suitable for the current environment: on the one hand, AI profitability is still accelerating, and on the other hand, long-term yields, fiscal pressures, and policy uncertainties are not low. Instead of betting that \"technology will definitely win\" or \"gold will definitely win,\" it's better to let the two assets each play different roles—AI is responsible for offense, while gold is responsible for buffering volatility and tail risk. Of course, gold isn't worth chasing at every level. If the market is already very crowded, I prefer to allocate in batches rather than buying heavily at once. In short: a good combination is not about betting on the only answer, but about being able to stay at the table when different answers appear.","text":"I strongly agree with this \"AI winner + gold\" combination approach because it doesn't address \"who rises more,\" but rather how to make the combination easier to hold in different macroeconomic environments. The core advantages of leading AI companies remain profit growth and industry trends, but they are sensitive to interest rates, valuations, and market sentiment. Gold, on the other hand, is more driven by fiscal deficits, geopolitics, real interest rates, and monetary credit. The sources of returns behind the two are different, and putting them together can actually reduce the portfolio's dependence on a single macroeconomic variable. I think this framework is particularly suitable for the current environment: on the one hand, AI profitability is still accelerating, and on the other hand, long-term yields, fiscal pressures, and policy uncertainties are not low. Instead of betting that \"technology will definitely win\" or \"gold will definitely win,\" it's better to let the two assets each play different roles—AI is responsible for offense, while gold is responsible for buffering volatility and tail risk. Of course, gold isn't worth chasing at every level. If the market is already very crowded, I prefer to allocate in batches rather than buying heavily at once. In short: a good combination is not about betting on the only answer, but about being able to stay at the table when different answers appear.","html":"I strongly agree with this \"AI winner + gold\" combination approach because it doesn't address \"who rises more,\" but rather how to make the combination easier to hold in different macroeconomic environments. The core advantages of leading AI companies remain profit growth and industry trends, but they are sensitive to interest rates, valuations, and market sentiment. Gold, on the other hand, is more driven by fiscal deficits, geopolitics, real interest rates, and monetary credit. The sources of returns behind the two are different, and putting them together can actually reduce the portfolio's dependence on a single macroeconomic variable. I think this framework is particularly suitable for the current environment: on the one hand, AI profitability is still accelerating, and on the other hand, long-term yields, fiscal pressures, and policy uncertainties are not low. Instead of betting that \"technology will definitely win\" or \"gold will definitely win,\" it's better to let the two assets each play different roles—AI is responsible for offense, while gold is responsible for buffering volatility and tail risk. Of course, gold isn't worth chasing at every level. If the market is already very crowded, I prefer to allocate in batches rather than buying heavily at once. In short: a good combination is not about betting on the only answer, but about being able to stay at the table when different answers appear."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"My biggest takeaway is that the second half of 2026 may not be a simple \"Fed cuts = stocks rise\" story. The real drivers are liquidity, Treasury policy, long-term yields and capital spending. Treasury buybacks may help ease pressure in the long end, but structural fiscal deficits remain a challenge. At the same time, a less transparent Fed could make markets more sensitive to incoming inflation and employment data. What I find most interesting is the AI + gold combination. Nvidia and semiconductor leaders offer exposure to the AI investment cycle, while gold can provide portfolio ballast when geopolitical, inflation or fiscal risks rise. Instead of betting everything on one market direction, combining growth assets with defensive assets may be a smarter way to navigate late-2026 volatility. @TBlive [强]","text":"My biggest takeaway is that the second half of 2026 may not be a simple \"Fed cuts = stocks rise\" story. The real drivers are liquidity, Treasury policy, long-term yields and capital spending. Treasury buybacks may help ease pressure in the long end, but structural fiscal deficits remain a challenge. At the same time, a less transparent Fed could make markets more sensitive to incoming inflation and employment data. What I find most interesting is the AI + gold combination. Nvidia and semiconductor leaders offer exposure to the AI investment cycle, while gold can provide portfolio ballast when geopolitical, inflation or fiscal risks rise. Instead of betting everything on one market direction, combining growth assets with defensive assets may be a smarter way to navigate late-2026 volatility. @TBlive [强]","html":"My biggest takeaway is that the second half of 2026 may not be a simple \"Fed cuts = stocks rise\" story. The real drivers are liquidity, Treasury policy, long-term yields and capital spending. Treasury buybacks may help ease pressure in the long end, but structural fiscal deficits remain a challenge. At the same time, a less transparent Fed could make markets more sensitive to incoming inflation and employment data. What I find most interesting is the AI + gold combination. Nvidia and semiconductor leaders offer exposure to the AI investment cycle, while gold can provide portfolio ballast when geopolitical, inflation or fiscal risks rise. Instead of betting everything on one market direction, combining growth assets with defensive assets may be a smarter way to navigate late-2026 volatility. @TBlive [强]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601621282898048,"gmtCreate":1787910894814,"gmtModify":1787910903851,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 3｜Ross Dong: Nvidia's PE Fell, But the AI Story Isn't Broken】","htmlText":"\n \n \n  【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 👉\n \n","listText":"【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 👉","text":"【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 👉","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/601621282898048","isVote":1,"tweetType":2,"object":{"id":"81cd8fc95a0c4929b68b427e70a184d1","tweetId":"601621282898048","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/7517cd0f2f6e412b97b13b94b0606742.mp4","poster":"https://community-static.tradeup.com/news/8803c6dce373af1fd8c2a600755a13ad"},"viewCount":496,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"content":"I feel the \"twist\" of the treasury buy-back interesting as I have not noted it's effect of shortening the holding period for the investors; definitely something refreshing here. @Soyabean89","text":"I feel the \"twist\" of the treasury buy-back interesting as I have not noted it's effect of shortening the holding period for the investors; definitely something refreshing here. @Soyabean89","html":"I feel the \"twist\" of the treasury buy-back interesting as I have not noted it's effect of shortening the holding period for the investors; definitely something refreshing here. @Soyabean89"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"The statement I agree with most about this is: whether US stocks can continue to rise in the next stage depends on profit realization, rather than continuing to rely on valuation expansion. The current S&P 500 forward valuation is about 21, which does not seem cheap, but if earnings can maintain growth of nearly 20% in the future, this premium is not entirely unfounded. Especially for companies like NVDA, a decline in P/E does not necessarily mean the end of the AI story; on the contrary, it may mean that profit growth has temporarily outpaced the stock price. Therefore, I think that when judging AI and semiconductors in the future, we should not only ask \"whether they are expensive or not,\" but also ask two questions: can profit expectations be further revised upward, and can cash flow keep up with profit growth? If profits continue to be realized, even if valuations do not continue to rise, the stock price can still rise due to EPS growth; Conversely, if profits begin to slow down, even the highest-profile story cannot support the current valuation. This is why I still lean more towards the main theme of AI, but I am becoming increasingly picky about companies: from \"buying tracks\" in the past to buying orders, profits, and cash flow. In short: the next stage of AI will not rely on PE ratio increasing from 30 to 40, but on EPS to actually drive up the stock price.","text":"The statement I agree with most about this is: whether US stocks can continue to rise in the next stage depends on profit realization, rather than continuing to rely on valuation expansion. The current S&P 500 forward valuation is about 21, which does not seem cheap, but if earnings can maintain growth of nearly 20% in the future, this premium is not entirely unfounded. Especially for companies like NVDA, a decline in P/E does not necessarily mean the end of the AI story; on the contrary, it may mean that profit growth has temporarily outpaced the stock price. Therefore, I think that when judging AI and semiconductors in the future, we should not only ask \"whether they are expensive or not,\" but also ask two questions: can profit expectations be further revised upward, and can cash flow keep up with profit growth? If profits continue to be realized, even if valuations do not continue to rise, the stock price can still rise due to EPS growth; Conversely, if profits begin to slow down, even the highest-profile story cannot support the current valuation. This is why I still lean more towards the main theme of AI, but I am becoming increasingly picky about companies: from \"buying tracks\" in the past to buying orders, profits, and cash flow. In short: the next stage of AI will not rely on PE ratio increasing from 30 to 40, but on EPS to actually drive up the stock price.","html":"The statement I agree with most about this is: whether US stocks can continue to rise in the next stage depends on profit realization, rather than continuing to rely on valuation expansion. The current S&P 500 forward valuation is about 21, which does not seem cheap, but if earnings can maintain growth of nearly 20% in the future, this premium is not entirely unfounded. Especially for companies like NVDA, a decline in P/E does not necessarily mean the end of the AI story; on the contrary, it may mean that profit growth has temporarily outpaced the stock price. Therefore, I think that when judging AI and semiconductors in the future, we should not only ask \"whether they are expensive or not,\" but also ask two questions: can profit expectations be further revised upward, and can cash flow keep up with profit growth? If profits continue to be realized, even if valuations do not continue to rise, the stock price can still rise due to EPS growth; Conversely, if profits begin to slow down, even the highest-profile story cannot support the current valuation. This is why I still lean more towards the main theme of AI, but I am becoming increasingly picky about companies: from \"buying tracks\" in the past to buying orders, profits, and cash flow. In short: the next stage of AI will not rely on PE ratio increasing from 30 to 40, but on EPS to actually drive up the stock price."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601619871817872,"gmtCreate":1787910630893,"gmtModify":1787910639359,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 2｜Ross Dong: What Markets Really Fear About the New Fed Chair】","htmlText":"\n \n \n  【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 👉\n \n","listText":"【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 👉","text":"【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 👉","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/601619871817872","isVote":1,"tweetType":2,"object":{"id":"0a29a72b78204d68962abbea73e5d5b2","tweetId":"601619871817872","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/2b6b2ae3e19645549f1991de90972939.mp4","poster":"https://community-static.tradeup.com/news/c7426d2010333523d521e8008f3ed5fd"},"viewCount":460,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway from this experience is that the new variable that the market is really worried about may not be \"whether or not to add rate hike,\" but rather that the Federal Reserve's response function has become less clear. In the past, the market was able to digest policies quickly because people roughly knew how the Federal Reserve would react to the extent of inflation and the weakness of employment. As long as the response function is transparent enough, even if policies are hawkish, funds can adjust their positions in advance. The real problem is that after transparency decreases, the market doesn't know how to price next, and the risk premium will naturally rise. This is especially important for technology stocks. Companies like NVDA, software, and semiconductors may still have strong profitability, but if policy uncertainty increases and long-term yields remain high, their valuations will come under pressure first. In other words, fundamentals determine the long-term direction, and policy predictability determines how many times the market is willing to value it in the short term. Therefore, in addition to looking at inflation and interest rates themselves, I will also pay special attention to whether Wash's speech provided a stable and understandable policy framework. If we simply provide less forward-looking guidance but the response function remains clear, the impact will be limited; If even the market is finding it increasingly difficult to judge policy boundaries, then that's when we really need to increase our cash and gold allocation. In short: what the market fears most is not necessarily the hawks, but the uncertainty of when and why they will be hawkish. Predictable bad news is often easier to trade than unpredictable policies.","text":"My biggest takeaway from this experience is that the new variable that the market is really worried about may not be \"whether or not to add rate hike,\" but rather that the Federal Reserve's response function has become less clear. In the past, the market was able to digest policies quickly because people roughly knew how the Federal Reserve would react to the extent of inflation and the weakness of employment. As long as the response function is transparent enough, even if policies are hawkish, funds can adjust their positions in advance. The real problem is that after transparency decreases, the market doesn't know how to price next, and the risk premium will naturally rise. This is especially important for technology stocks. Companies like NVDA, software, and semiconductors may still have strong profitability, but if policy uncertainty increases and long-term yields remain high, their valuations will come under pressure first. In other words, fundamentals determine the long-term direction, and policy predictability determines how many times the market is willing to value it in the short term. Therefore, in addition to looking at inflation and interest rates themselves, I will also pay special attention to whether Wash's speech provided a stable and understandable policy framework. If we simply provide less forward-looking guidance but the response function remains clear, the impact will be limited; If even the market is finding it increasingly difficult to judge policy boundaries, then that's when we really need to increase our cash and gold allocation. In short: what the market fears most is not necessarily the hawks, but the uncertainty of when and why they will be hawkish. Predictable bad news is often easier to trade than unpredictable policies.","html":"My biggest takeaway from this experience is that the new variable that the market is really worried about may not be \"whether or not to add rate hike,\" but rather that the Federal Reserve's response function has become less clear. In the past, the market was able to digest policies quickly because people roughly knew how the Federal Reserve would react to the extent of inflation and the weakness of employment. As long as the response function is transparent enough, even if policies are hawkish, funds can adjust their positions in advance. The real problem is that after transparency decreases, the market doesn't know how to price next, and the risk premium will naturally rise. This is especially important for technology stocks. Companies like NVDA, software, and semiconductors may still have strong profitability, but if policy uncertainty increases and long-term yields remain high, their valuations will come under pressure first. In other words, fundamentals determine the long-term direction, and policy predictability determines how many times the market is willing to value it in the short term. Therefore, in addition to looking at inflation and interest rates themselves, I will also pay special attention to whether Wash's speech provided a stable and understandable policy framework. If we simply provide less forward-looking guidance but the response function remains clear, the impact will be limited; If even the market is finding it increasingly difficult to judge policy boundaries, then that's when we really need to increase our cash and gold allocation. In short: what the market fears most is not necessarily the hawks, but the uncertainty of when and why they will be hawkish. Predictable bad news is often easier to trade than unpredictable policies."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"The biggest takeaway for me is that the market may be underestimatingtransparency as a policy tool. Rate cuts or hikes matter, but investors also need to understand the Fed's reaction function so expectations can adjust before policy actually changes. At the same time, Treasury buybacks could help ease pressure on the long end, while cooling inflation creates room for monetary policy to become more supportive. That creates an interesting setup:AI and semiconductors remain the growth engine, while gold can provide portfolio balance when macro uncertainty rises. For me, the key lesson is simple: don't just predict the next rate move—understand how policy expectations are transmitted into asset prices. @TBlive [龇牙]","text":"The biggest takeaway for me is that the market may be underestimatingtransparency as a policy tool. Rate cuts or hikes matter, but investors also need to understand the Fed's reaction function so expectations can adjust before policy actually changes. At the same time, Treasury buybacks could help ease pressure on the long end, while cooling inflation creates room for monetary policy to become more supportive. That creates an interesting setup:AI and semiconductors remain the growth engine, while gold can provide portfolio balance when macro uncertainty rises. For me, the key lesson is simple: don't just predict the next rate move—understand how policy expectations are transmitted into asset prices. @TBlive [龇牙]","html":"The biggest takeaway for me is that the market may be underestimatingtransparency as a policy tool. Rate cuts or hikes matter, but investors also need to understand the Fed's reaction function so expectations can adjust before policy actually changes. At the same time, Treasury buybacks could help ease pressure on the long end, while cooling inflation creates room for monetary policy to become more supportive. That creates an interesting setup:AI and semiconductors remain the growth engine, while gold can provide portfolio balance when macro uncertainty rises. For me, the key lesson is simple: don't just predict the next rate move—understand how policy expectations are transmitted into asset prices. @TBlive [龇牙]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601619235913872,"gmtCreate":1787910475644,"gmtModify":1787910484342,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 1｜Ross Dong: Why Treasury Buybacks Are Quietly Capping Long-End Yields】","htmlText":"\n \n \n  【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\n \n","listText":"【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","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/601619235913872","isVote":1,"tweetType":2,"object":{"id":"7e1254d08410433899a8516a7b9f6436","tweetId":"601619235913872","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/f4c112c02b914092bf9acf051a9575dc.mp4","poster":"https://community-static.tradeup.com/news/24c01a0a1a5e7f2377f7f60646024e00"},"viewCount":461,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway from this was not only to look at the \"Ministry of Finance repurchasing long-term Treasury Bond\" move, but also to look at the changes in the maturity structure behind it. If the Ministry of Finance issues more short-term bonds while simultaneously repurchasing long-term bonds, it is essentially reducing the duration risk that the market needs to absorb. Even if the fiscal deficit remains large, it may temporarily suppress long-term yields such as 30-year yields. This is crucial for US stocks, especially overvalued technology stocks—corporate profitability is the determining factor, and long-term interest rates are the valuation denominator. Therefore, my thinking for the end of 2026 is not simply \"bullish on AI\" or \"bullish on gold\", but rather a barbell combination of AI core assets + gold. As long as NVDA's profit growth continues to outpace valuation compression, the long-term logic remains intact; Gold can hedge against the tail risks of fiscal deficits, policy uncertainty, and out-of-control long-term interest rates. However, I will not directly invest heavily in long-term bonds just because the 30-year yield is above 5%. What really needs to be confirmed are: whether the Treasury Department's maturity operations can be sustained, whether the Federal Reserve's policies are cooperating, and whether inflation has rebounded. In short: the most worthwhile thing to watch in this round of market interest rates is probably not \"whether or not to cut interest rates,\" but who can control long-term interest rates. Once the long-term market stabilizes, the valuation pressure on AI will be significantly reduced; if it cannot be controlled, the insurance value of gold will become more prominent.","text":"My biggest takeaway from this was not only to look at the \"Ministry of Finance repurchasing long-term Treasury Bond\" move, but also to look at the changes in the maturity structure behind it. If the Ministry of Finance issues more short-term bonds while simultaneously repurchasing long-term bonds, it is essentially reducing the duration risk that the market needs to absorb. Even if the fiscal deficit remains large, it may temporarily suppress long-term yields such as 30-year yields. This is crucial for US stocks, especially overvalued technology stocks—corporate profitability is the determining factor, and long-term interest rates are the valuation denominator. Therefore, my thinking for the end of 2026 is not simply \"bullish on AI\" or \"bullish on gold\", but rather a barbell combination of AI core assets + gold. As long as NVDA's profit growth continues to outpace valuation compression, the long-term logic remains intact; Gold can hedge against the tail risks of fiscal deficits, policy uncertainty, and out-of-control long-term interest rates. However, I will not directly invest heavily in long-term bonds just because the 30-year yield is above 5%. What really needs to be confirmed are: whether the Treasury Department's maturity operations can be sustained, whether the Federal Reserve's policies are cooperating, and whether inflation has rebounded. In short: the most worthwhile thing to watch in this round of market interest rates is probably not \"whether or not to cut interest rates,\" but who can control long-term interest rates. Once the long-term market stabilizes, the valuation pressure on AI will be significantly reduced; if it cannot be controlled, the insurance value of gold will become more prominent.","html":"My biggest takeaway from this was not only to look at the \"Ministry of Finance repurchasing long-term Treasury Bond\" move, but also to look at the changes in the maturity structure behind it. If the Ministry of Finance issues more short-term bonds while simultaneously repurchasing long-term bonds, it is essentially reducing the duration risk that the market needs to absorb. Even if the fiscal deficit remains large, it may temporarily suppress long-term yields such as 30-year yields. This is crucial for US stocks, especially overvalued technology stocks—corporate profitability is the determining factor, and long-term interest rates are the valuation denominator. Therefore, my thinking for the end of 2026 is not simply \"bullish on AI\" or \"bullish on gold\", but rather a barbell combination of AI core assets + gold. As long as NVDA's profit growth continues to outpace valuation compression, the long-term logic remains intact; Gold can hedge against the tail risks of fiscal deficits, policy uncertainty, and out-of-control long-term interest rates. However, I will not directly invest heavily in long-term bonds just because the 30-year yield is above 5%. What really needs to be confirmed are: whether the Treasury Department's maturity operations can be sustained, whether the Federal Reserve's policies are cooperating, and whether inflation has rebounded. In short: the most worthwhile thing to watch in this round of market interest rates is probably not \"whether or not to cut interest rates,\" but who can control long-term interest rates. Once the long-term market stabilizes, the valuation pressure on AI will be significantly reduced; if it cannot be controlled, the insurance value of gold will become more prominent."},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"What stood out to me is that Treasury buybacks are more than a headline—they can change thesupply-demand dynamics of duration. If the Treasury funds purchase long-dated bonds with short-term bills, it can reduce the amount of long-duration debt the private market needs to absorb, potentially easing pressure on the 30-year yield. That makes the bond market much more interesting in late 2026. But I would not assume policymakers can simply \"cap\" yields: inflation, fiscal deficits, term premiums and investor demand still matter. My biggest takeaway is thatunderstanding the mechanism matters more than reacting to the headline. If long yields stabilize while AI earnings remain strong, the combination of growth assets and duration could become increasingly attractive. @TBlive [财迷]","text":"What stood out to me is that Treasury buybacks are more than a headline—they can change thesupply-demand dynamics of duration. If the Treasury funds purchase long-dated bonds with short-term bills, it can reduce the amount of long-duration debt the private market needs to absorb, potentially easing pressure on the 30-year yield. That makes the bond market much more interesting in late 2026. But I would not assume policymakers can simply \"cap\" yields: inflation, fiscal deficits, term premiums and investor demand still matter. My biggest takeaway is thatunderstanding the mechanism matters more than reacting to the headline. If long yields stabilize while AI earnings remain strong, the combination of growth assets and duration could become increasingly attractive. @TBlive [财迷]","html":"What stood out to me is that Treasury buybacks are more than a headline—they can change thesupply-demand dynamics of duration. If the Treasury funds purchase long-dated bonds with short-term bills, it can reduce the amount of long-duration debt the private market needs to absorb, potentially easing pressure on the 30-year yield. That makes the bond market much more interesting in late 2026. But I would not assume policymakers can simply \"cap\" yields: inflation, fiscal deficits, term premiums and investor demand still matter. My biggest takeaway is thatunderstanding the mechanism matters more than reacting to the headline. If long yields stabilize while AI earnings remain strong, the combination of growth assets and duration could become increasingly attractive. @TBlive [财迷]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599228831092760,"gmtCreate":1787304584581,"gmtModify":1787306775721,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 4｜Selina Han: That Late-July AI Chip Selloff Wasn't Really About Earnings】","htmlText":"\n \n \n  【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221874001586514043%22,%22type%22:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our speaker, Selina\n \n","listText":"【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221874001586514043%22,%22type%22:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our speaker, Selina","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":28,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/599228831092760","isVote":1,"tweetType":2,"object":{"id":"e862bcef735c4b9d9c99f6ce1da7117d","tweetId":"599228831092760","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/4d5c6185b8844459961d081d641f1e8a.mp4","poster":"https://community-static.tradeup.com/news/1cc2a271588944244f08d2c82b638b9b"},"viewCount":951,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"What stood out to me most is that the late-July tech selloff wasn’t simply about weak earnings. Big Tech delivered strong results, but the market was looking ahead at AI CapEx, rates and positioning. Strong earnings don’t always mean higher stock prices. I also found the AI CapEx comparison across Big Tech very useful. I’m increasingly focused on whether massive AI spending can actually translate into revenue, margins and sustainable returns, rather than simply chasing companies with the biggest spending plans. My biggest takeaway is the importance of “situational awareness.” Earnings, macro data, AI CapEx and market positioning can all interact at once. Understanding what the market has already priced in is just as important as understanding the fundamentals. @Tiger_comments @TigerStars @TigerClub @TBlive","text":"What stood out to me most is that the late-July tech selloff wasn’t simply about weak earnings. Big Tech delivered strong results, but the market was looking ahead at AI CapEx, rates and positioning. Strong earnings don’t always mean higher stock prices. I also found the AI CapEx comparison across Big Tech very useful. I’m increasingly focused on whether massive AI spending can actually translate into revenue, margins and sustainable returns, rather than simply chasing companies with the biggest spending plans. My biggest takeaway is the importance of “situational awareness.” Earnings, macro data, AI CapEx and market positioning can all interact at once. Understanding what the market has already priced in is just as important as understanding the fundamentals. @Tiger_comments @TigerStars @TigerClub @TBlive","html":"What stood out to me most is that the late-July tech selloff wasn’t simply about weak earnings. Big Tech delivered strong results, but the market was looking ahead at AI CapEx, rates and positioning. Strong earnings don’t always mean higher stock prices. I also found the AI CapEx comparison across Big Tech very useful. I’m increasingly focused on whether massive AI spending can actually translate into revenue, margins and sustainable returns, rather than simply chasing companies with the biggest spending plans. My biggest takeaway is the importance of “situational awareness.” Earnings, macro data, AI CapEx and market positioning can all interact at once. Understanding what the market has already priced in is just as important as understanding the fundamentals. @Tiger_comments @TigerStars @TigerClub @TBlive"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest gain is that the wave of AI chip correction in late July may be more of a \"market structure event\" than a sudden deterioration in profits. After the financial reports and AI Capex of several large technology companies were updated, the stock prices went out of a very similar downward rhythm, which shows that the impact of capital position, crowding, options and quantitative trading may be more important than the performance of a single company. Many times, a good financial report does not mean that the stock price must rise, because the market trades in expectations and positions, not the report card itself. This also reminds me that when doing technology stocks, we can't only focus on EPS and revenue, but also on valuation, capital congestion, interest rate environment and market structure. Bottom line: Fundamentals determine the long-term direction, and positions and liquidity determine how to go in the short term.","text":"My biggest gain is that the wave of AI chip correction in late July may be more of a \"market structure event\" than a sudden deterioration in profits. After the financial reports and AI Capex of several large technology companies were updated, the stock prices went out of a very similar downward rhythm, which shows that the impact of capital position, crowding, options and quantitative trading may be more important than the performance of a single company. Many times, a good financial report does not mean that the stock price must rise, because the market trades in expectations and positions, not the report card itself. This also reminds me that when doing technology stocks, we can't only focus on EPS and revenue, but also on valuation, capital congestion, interest rate environment and market structure. Bottom line: Fundamentals determine the long-term direction, and positions and liquidity determine how to go in the short term.","html":"My biggest gain is that the wave of AI chip correction in late July may be more of a \"market structure event\" than a sudden deterioration in profits. After the financial reports and AI Capex of several large technology companies were updated, the stock prices went out of a very similar downward rhythm, which shows that the impact of capital position, crowding, options and quantitative trading may be more important than the performance of a single company. Many times, a good financial report does not mean that the stock price must rise, because the market trades in expectations and positions, not the report card itself. This also reminds me that when doing technology stocks, we can't only focus on EPS and revenue, but also on valuation, capital congestion, interest rate environment and market structure. Bottom line: Fundamentals determine the long-term direction, and positions and liquidity determine how to go in the short term."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599228118269976,"gmtCreate":1787304410552,"gmtModify":1787306756393,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 3｜Selina Han: Everyone's Burning Cash on AI, Why Isn't Apple】","htmlText":"\n \n \n  【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221874001586514043%22,%22type%22:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our speaker, Selina\n \n","listText":"【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221874001586514043%22,%22type%22:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our speaker, Selina","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":22,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/599228118269976","isVote":1,"tweetType":2,"object":{"id":"b7ed2ac4543a49bbb6b7e27dcf639386","tweetId":"599228118269976","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/369d7c86adb948c5ac789a12dde36a43.mp4","poster":"https://community-static.tradeup.com/news/3325b31179aa56fa90b3a00022f3bf28"},"viewCount":977,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest gain is: Apple didn't follow other giants to pile AI Capex crazily, which is a strategic choice in itself. Microsoft, Google and Meta are all using huge capital expenditures to grab computing power and model capabilities, but Apple is more like using the existing ecology, terminal equipment and supply chain to do AI. If it can finally be realized by iPhone replacement, end-side AI and service income, its capital efficiency may be higher. But the risks are also obvious: if AI capabilities and user experience obviously lag behind, low Capex is not \"discipline\", but may become a \"missed window\". Therefore, I will focus on whether the user utilization rate, replacement cycle and service income after the AI function is really implemented are driven by AI. Bottom line: Apple is betting on who spends more than others.","text":"My biggest gain is: Apple didn't follow other giants to pile AI Capex crazily, which is a strategic choice in itself. Microsoft, Google and Meta are all using huge capital expenditures to grab computing power and model capabilities, but Apple is more like using the existing ecology, terminal equipment and supply chain to do AI. If it can finally be realized by iPhone replacement, end-side AI and service income, its capital efficiency may be higher. But the risks are also obvious: if AI capabilities and user experience obviously lag behind, low Capex is not \"discipline\", but may become a \"missed window\". Therefore, I will focus on whether the user utilization rate, replacement cycle and service income after the AI function is really implemented are driven by AI. Bottom line: Apple is betting on who spends more than others.","html":"My biggest gain is: Apple didn't follow other giants to pile AI Capex crazily, which is a strategic choice in itself. Microsoft, Google and Meta are all using huge capital expenditures to grab computing power and model capabilities, but Apple is more like using the existing ecology, terminal equipment and supply chain to do AI. If it can finally be realized by iPhone replacement, end-side AI and service income, its capital efficiency may be higher. But the risks are also obvious: if AI capabilities and user experience obviously lag behind, low Capex is not \"discipline\", but may become a \"missed window\". Therefore, I will focus on whether the user utilization rate, replacement cycle and service income after the AI function is really implemented are driven by AI. Bottom line: Apple is betting on who spends more than others."},{"author":{"id":"9000000000000721","authorId":"9000000000000721","name":"AlexiaTours","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000721","idStr":"9000000000000721"},"content":"Apple's capex discipline might be getting underestimated here. Everyone's chasing AI spend, but Apple usually waits until the use case is clearer.","text":"Apple's capex discipline might be getting underestimated here. Everyone's chasing AI spend, but Apple usually waits until the use case is clearer.","html":"Apple's capex discipline might be getting underestimated here. Everyone's chasing AI spend, but Apple usually waits until the use case is clearer."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599136019660960,"gmtCreate":1787304227461,"gmtModify":1787306719016,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 2｜Selina Han: Meta's Ads Are Improving, But Is Its AI Spend Worth It】","htmlText":"\n \n \n  【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221874001586514043%22,%22type%22:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our speaker, Selina\n \n","listText":"【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221874001586514043%22,%22type%22:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our speaker, Selina","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":24,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/599136019660960","isVote":1,"tweetType":2,"object":{"id":"71e08e09e3bf40be961f62e8be612c45","tweetId":"599136019660960","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/e0f4d6fadea842dd90a216dff51e83b0.mp4","poster":"https://community-static.tradeup.com/news/859a807661618e09eebd98442949d931"},"viewCount":866,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest gain is: the key to Meta now is not whether AI is useful, but whether AI investment can be turned into profit fast enough. The improvement of advertising business shows that AI recommendation and advertising tools have begun to produce practical results, which is more important than simply talking about model capabilities. But on the other hand, Meta's capital expenditures and expenses are also rising rapidly, and if revenue growth can't keep up with depreciation, computing power and infrastructure costs, the market will re-question the rate of return sooner or later. So I will focus on three things: advertising conversion rate, revenue increase brought by AI, and whether free cash flow can be improved again. As long as these three continue to cash in, huge Capex is more like an investment; If cash flows are consistently swallowed up, that goes from a \"growth story\" to a \"cost story\". Bottom line: Meta has proved that AI can help it sell more advertisements. The next step to prove is whether the money earned by these advertisements can outperform the money burned by AI.","text":"My biggest gain is: the key to Meta now is not whether AI is useful, but whether AI investment can be turned into profit fast enough. The improvement of advertising business shows that AI recommendation and advertising tools have begun to produce practical results, which is more important than simply talking about model capabilities. But on the other hand, Meta's capital expenditures and expenses are also rising rapidly, and if revenue growth can't keep up with depreciation, computing power and infrastructure costs, the market will re-question the rate of return sooner or later. So I will focus on three things: advertising conversion rate, revenue increase brought by AI, and whether free cash flow can be improved again. As long as these three continue to cash in, huge Capex is more like an investment; If cash flows are consistently swallowed up, that goes from a \"growth story\" to a \"cost story\". Bottom line: Meta has proved that AI can help it sell more advertisements. The next step to prove is whether the money earned by these advertisements can outperform the money burned by AI.","html":"My biggest gain is: the key to Meta now is not whether AI is useful, but whether AI investment can be turned into profit fast enough. The improvement of advertising business shows that AI recommendation and advertising tools have begun to produce practical results, which is more important than simply talking about model capabilities. But on the other hand, Meta's capital expenditures and expenses are also rising rapidly, and if revenue growth can't keep up with depreciation, computing power and infrastructure costs, the market will re-question the rate of return sooner or later. So I will focus on three things: advertising conversion rate, revenue increase brought by AI, and whether free cash flow can be improved again. As long as these three continue to cash in, huge Capex is more like an investment; If cash flows are consistently swallowed up, that goes from a \"growth story\" to a \"cost story\". Bottom line: Meta has proved that AI can help it sell more advertisements. The next step to prove is whether the money earned by these advertisements can outperform the money burned by AI."},{"author":{"id":"9000000000000544","authorId":"9000000000000544","name":"cheerio","avatar":"https://static.tigerbbs.com/1e6061998a34f2f16aeab19a1b27b7cb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000544","idStr":"9000000000000544"},"content":"Meta's ad growth did tick about 2 points faster than last quarter, but AI capex as a share of revenue is stretching too. I care more about how long this payback cycle runs","text":"Meta's ad growth did tick about 2 points faster than last quarter, but AI capex as a share of revenue is stretching too. I care more about how long this payback cycle runs","html":"Meta's ad growth did tick about 2 points faster than last quarter, but AI capex as a share of revenue is stretching too. I care more about how long this payback cycle runs"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599135725117488,"gmtCreate":1787304067707,"gmtModify":1787306654509,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 1｜Selina Han: Why Microsoft Has the Clearest AI Monetization Path】","htmlText":"\n \n \n  【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1874001586514043&quot;,&quot;type&quot;:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our\n \n","listText":"【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; 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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1874001586514043&quot;,&quot;type&quot;:1}\">2026 Q2 Earnings Review: Big Tech, AI CapEx &amp; Why Tech Stocks Pulled Back</a> 【ABOUT THE GUEST】 Our","text":"【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","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":21,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/599135725117488","isVote":1,"tweetType":2,"object":{"id":"8c35c3373abf458ebd8f155f193e0ebc","tweetId":"599135725117488","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/217a43ed47b24f38a54151163879674f.mp4","poster":"https://community-static.tradeup.com/news/8037c8ea8ca2f3fe07dcb8fdecb378d1"},"viewCount":949,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest gain is: looking at AI giants now, we can't just look at how big Capex is, but who turns Capex into revenue and cash flow first. Microsoft is relatively easier to understand, because Copilot, Azure, Teams and Outlook themselves have mature enterprise customers and payment channels. AI is not looking for a business model from scratch, but directly increasing the customer unit price and stickiness in the original ecology. This also explains why \"strong earnings but falling stock price\" is not contradictory. The market has gone from \"who dares to spend money on AI\" to the stage of \"who can prove that the money spent is rewarded\", and then superimposing interest rates and crowded positions, it is no longer enough to simply exceed expectations. Bottom line: The next stage of AI investment is not the scale of Capex, but the speed of realization and free cash flow.","text":"My biggest gain is: looking at AI giants now, we can't just look at how big Capex is, but who turns Capex into revenue and cash flow first. Microsoft is relatively easier to understand, because Copilot, Azure, Teams and Outlook themselves have mature enterprise customers and payment channels. AI is not looking for a business model from scratch, but directly increasing the customer unit price and stickiness in the original ecology. This also explains why \"strong earnings but falling stock price\" is not contradictory. The market has gone from \"who dares to spend money on AI\" to the stage of \"who can prove that the money spent is rewarded\", and then superimposing interest rates and crowded positions, it is no longer enough to simply exceed expectations. Bottom line: The next stage of AI investment is not the scale of Capex, but the speed of realization and free cash flow.","html":"My biggest gain is: looking at AI giants now, we can't just look at how big Capex is, but who turns Capex into revenue and cash flow first. Microsoft is relatively easier to understand, because Copilot, Azure, Teams and Outlook themselves have mature enterprise customers and payment channels. AI is not looking for a business model from scratch, but directly increasing the customer unit price and stickiness in the original ecology. This also explains why \"strong earnings but falling stock price\" is not contradictory. The market has gone from \"who dares to spend money on AI\" to the stage of \"who can prove that the money spent is rewarded\", and then superimposing interest rates and crowded positions, it is no longer enough to simply exceed expectations. Bottom line: The next stage of AI investment is not the scale of Capex, but the speed of realization and free cash flow."},{"author":{"id":"4103853057940690","authorId":"4103853057940690","name":"Tiger 123","avatar":"https://community-static.tradeup.com/news/2c6eb24eefa420087ac4e5cc72d9aaf1","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4103853057940690","idStr":"4103853057940690"},"content":"The first half of 2026 had already priced enormous growth into AI infrastructure stocks. Memory, semiconductors, equipment and related names had risen dramatically. Morningstar notes that some AI hardware stocks had appreciated 2x, 3x or even 4x before earnings. Consequently, merely reporting “excellent” numbers wasn’t enough anymore — companies effectively needed to beat already extraordinary expectations and raise the outlook.","text":"The first half of 2026 had already priced enormous growth into AI infrastructure stocks. Memory, semiconductors, equipment and related names had risen dramatically. Morningstar notes that some AI hardware stocks had appreciated 2x, 3x or even 4x before earnings. Consequently, merely reporting “excellent” numbers wasn’t enough anymore — companies effectively needed to beat already extraordinary expectations and raise the outlook.","html":"The first half of 2026 had already priced enormous growth into AI infrastructure stocks. Memory, semiconductors, equipment and related names had risen dramatically. Morningstar notes that some AI hardware stocks had appreciated 2x, 3x or even 4x before earnings. Consequently, merely reporting “excellent” numbers wasn’t enough anymore — companies effectively needed to beat already extraordinary expectations and raise the outlook."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598793364660368,"gmtCreate":1787220565669,"gmtModify":1787222457047,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"[Live With Selina Han] From Strong Earnings to Falling Stocks: Decoding Big Tech, AI CapEx & the Q2","htmlText":"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","listText":"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","text":"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","images":[{"img":"https://community-static.tradeup.com/news/6cffadd21795024a4be4daf5bffa6c00","width":"1920","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":40,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/598793364660368","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000202","authorId":"9000000000000202","name":"zubee","avatar":"https://community-static.tradeup.com/news/a0cfe02839693793e32d2785babfc02b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000202","idStr":"9000000000000202"},"content":"That shift is healthy, not bearish. 85B to 145B only matters if it shows up in cash flow, otherwise the market should stop paying for capex alone","text":"That shift is healthy, not bearish. 85B to 145B only matters if it shows up in cash flow, otherwise the market should stop paying for capex alone","html":"That shift is healthy, not bearish. 85B to 145B only matters if it shows up in cash flow, otherwise the market should stop paying for capex alone"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593627345028608,"gmtCreate":1785925291777,"gmtModify":1785925407411,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 4｜Kenny Loh & Edward Pye: Smart Investors Don’t Just Pick Stocks】","htmlText":"\n \n \n  【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221872058560469081%22,%22type%22:1}\">Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone&lt;/</a>\n \n","listText":"【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={%22liveId%22:%221872058560469081%22,%22type%22:1}\">Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone&lt;/</a>","text":"【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</","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/593627345028608","isVote":1,"tweetType":2,"object":{"id":"696d50e9b6cf4633b1484c8777f276a7","tweetId":"593627345028608","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/ec53e271b67546f4b493f631ac38f8f0.mp4","poster":"https://community-static.tradeup.com/news/67a63edfdbba0b7b42675eb3b802e53c"},"viewCount":1804,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway is that the growth of SGX ETFs is not only from institutions. Retail funds have contributed about 42%, indicating that SRS and CPF are becoming important portals for long-term index investments. Compared with idle funds, low-cost ETFs can provide better dispersion and long-term compound interest potential, but the key is still to look at expense ratio, liquidity, Dividend quality and underlying assets, rather than just looking at short-term returns. I am more optimistic about the long-term allocation idea of this \"retirement account + ETF\": core funds pursue stable compound interest, and individual stocks are only used as satellite positions to reduce frequent timing.","text":"My biggest takeaway is that the growth of SGX ETFs is not only from institutions. Retail funds have contributed about 42%, indicating that SRS and CPF are becoming important portals for long-term index investments. Compared with idle funds, low-cost ETFs can provide better dispersion and long-term compound interest potential, but the key is still to look at expense ratio, liquidity, Dividend quality and underlying assets, rather than just looking at short-term returns. I am more optimistic about the long-term allocation idea of this \"retirement account + ETF\": core funds pursue stable compound interest, and individual stocks are only used as satellite positions to reduce frequent timing.","html":"My biggest takeaway is that the growth of SGX ETFs is not only from institutions. Retail funds have contributed about 42%, indicating that SRS and CPF are becoming important portals for long-term index investments. Compared with idle funds, low-cost ETFs can provide better dispersion and long-term compound interest potential, but the key is still to look at expense ratio, liquidity, Dividend quality and underlying assets, rather than just looking at short-term returns. I am more optimistic about the long-term allocation idea of this \"retirement account + ETF\": core funds pursue stable compound interest, and individual stocks are only used as satellite positions to reduce frequent timing."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593626781996136,"gmtCreate":1785925108581,"gmtModify":1785925408775,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 3｜Kenny Loh & Edward Pye: Singapore GDP at 6%? Most Investors Missed This】","htmlText":"\n \n \n  【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1872058560469081&quot;,&quot;type&quot;:1}\">Celebrating Singapore's Independence: Navigating the 5,0</a>\n \n","listText":"【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1872058560469081&quot;,&quot;type&quot;:1}\">Celebrating Singapore's Independence: Navigating the 5,0</a>","text":"【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 5,0","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/593626781996136","isVote":1,"tweetType":2,"object":{"id":"7a41ed1079aa4facb3c1ac2305450b28","tweetId":"593626781996136","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/e25e0371218246238a3e362d6601e5b5.mp4","poster":"https://community-static.tradeup.com/news/dc079bf6e08382514700cc73da52ea4a"},"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway is that Singapore's attractiveness is not just GDP growth in a given quarter, but the capital magnet effect formed by institutional credibility and industrial diversification. Finance, trade, tourism and manufacturing provide a stable chassis, while healthcare, utilities, technology, data infrastructure and logistics may breed the next batch of blue chips. Instead of just chasing the index, I pay more attention to companies in these industries with stable cash flow, improved return on capital and regional expansion capabilities. My thinking is to look at the Singaporean market as a long-term defensive allocation while looking for structural growth opportunities, rather than just looking at it as a high Dividend market.","text":"My biggest takeaway is that Singapore's attractiveness is not just GDP growth in a given quarter, but the capital magnet effect formed by institutional credibility and industrial diversification. Finance, trade, tourism and manufacturing provide a stable chassis, while healthcare, utilities, technology, data infrastructure and logistics may breed the next batch of blue chips. Instead of just chasing the index, I pay more attention to companies in these industries with stable cash flow, improved return on capital and regional expansion capabilities. My thinking is to look at the Singaporean market as a long-term defensive allocation while looking for structural growth opportunities, rather than just looking at it as a high Dividend market.","html":"My biggest takeaway is that Singapore's attractiveness is not just GDP growth in a given quarter, but the capital magnet effect formed by institutional credibility and industrial diversification. Finance, trade, tourism and manufacturing provide a stable chassis, while healthcare, utilities, technology, data infrastructure and logistics may breed the next batch of blue chips. Instead of just chasing the index, I pay more attention to companies in these industries with stable cash flow, improved return on capital and regional expansion capabilities. My thinking is to look at the Singaporean market as a long-term defensive allocation while looking for structural growth opportunities, rather than just looking at it as a high Dividend market."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593625145554432,"gmtCreate":1785924754796,"gmtModify":1785925410229,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 2｜Kenny Loh & Edward Pye: STI Rallied Hard — But Is It Still Cheap?】","htmlText":"\n \n \n  【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1872058560469081&quot;,&quot;type&quot;:1}\">Celebrating Singapore's Independence: Navigating the 5,0</a>\n \n","listText":"【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1872058560469081&quot;,&quot;type&quot;:1}\">Celebrating Singapore's Independence: Navigating the 5,0</a>","text":"【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 5,0","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/593625145554432","isVote":1,"tweetType":2,"object":{"id":"ea31b24b2c8f48978dfb2337dafeabf9","tweetId":"593625145554432","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/f9aee61408b34bc59f32bf69d9ec5565.mp4","poster":"https://community-static.tradeup.com/news/9fef7dfb9e00d44b05ade912cfef41ea"},"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest takeaway: The core strength of the Singapore market is not just valuation, but sustainable revenue quality. Even as STI experienced a strong rally, Dividend yields remained above 4%, illustrating that investment returns are not entirely dependent on rising stock prices. The steady cash distribution provided by sectors such as banks, utilities, telecommunications and REITs, gives the Singapore market more defensive value in a volatile environment. My allocation idea is to take STI and high-quality Dividend assets as long-term bottom positions, but not only look at the yield, but also check the dividend coverage ratio, free cash flow and debt level to avoid falling into the \"high interest trap\".","text":"My biggest takeaway: The core strength of the Singapore market is not just valuation, but sustainable revenue quality. Even as STI experienced a strong rally, Dividend yields remained above 4%, illustrating that investment returns are not entirely dependent on rising stock prices. The steady cash distribution provided by sectors such as banks, utilities, telecommunications and REITs, gives the Singapore market more defensive value in a volatile environment. My allocation idea is to take STI and high-quality Dividend assets as long-term bottom positions, but not only look at the yield, but also check the dividend coverage ratio, free cash flow and debt level to avoid falling into the \"high interest trap\".","html":"My biggest takeaway: The core strength of the Singapore market is not just valuation, but sustainable revenue quality. Even as STI experienced a strong rally, Dividend yields remained above 4%, illustrating that investment returns are not entirely dependent on rising stock prices. The steady cash distribution provided by sectors such as banks, utilities, telecommunications and REITs, gives the Singapore market more defensive value in a volatile environment. My allocation idea is to take STI and high-quality Dividend assets as long-term bottom positions, but not only look at the yield, but also check the dividend coverage ratio, free cash flow and debt level to avoid falling into the \"high interest trap\"."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593623720133616,"gmtCreate":1785924266185,"gmtModify":1785925411212,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 1｜Kenny Loh & Edward Pye: STI Hit 5,000 — Is 6,000 Closer Than You Think?】","htmlText":"\n \n \n  【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1872058560469081&quot;,&quot;type&quot;:1}\">Celebrating Singapore's Independence: Navigating the 5,0</a>\n \n","listText":"【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 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1872058560469081&quot;,&quot;type&quot;:1}\">Celebrating Singapore's Independence: Navigating the 5,0</a>","text":"【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 5,0","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/593623720133616","isVote":1,"tweetType":2,"object":{"id":"fb85d24e7d304b5797d7134e69721511","tweetId":"593623720133616","videoUrl":"https://news-video-sg.skytigris.cn/videos/cdn/92963703ee9f4d64a00236a6fd6b54b9.mp4","poster":"https://community-static.tradeup.com/news/d9b2a7c91ed303393efc05d49f2777e3"},"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"One of my biggest takeaways is that STI crossing 5,000 is more than just a psychological milestone. What stood out to me was how institutional investors are looking beyond today's level, with some forecasting 6,000 and even 10,000 over the longer term. It reminded me to focus on long-term wealth creation instead of short-term market noise. I also found the discussion on ETF growth and capital inflows very insightful. The combination of MAS initiatives, growing ETF adoption and Singapore's reputation as a safe and stable financial hub gives me more confidence in the long-term outlook for the local market. My investment approach remains to stay diversified and keep investing consistently rather than trying to time every market move. I'll continue watching the STI, REITs and quality Singapore companies as part of my long-term portfolio while looking for opportunities when the market pulls back. @TigerStars @Tiger_comments @TigerClub @TBlive","text":"One of my biggest takeaways is that STI crossing 5,000 is more than just a psychological milestone. What stood out to me was how institutional investors are looking beyond today's level, with some forecasting 6,000 and even 10,000 over the longer term. It reminded me to focus on long-term wealth creation instead of short-term market noise. I also found the discussion on ETF growth and capital inflows very insightful. The combination of MAS initiatives, growing ETF adoption and Singapore's reputation as a safe and stable financial hub gives me more confidence in the long-term outlook for the local market. My investment approach remains to stay diversified and keep investing consistently rather than trying to time every market move. I'll continue watching the STI, REITs and quality Singapore companies as part of my long-term portfolio while looking for opportunities when the market pulls back. @TigerStars @Tiger_comments @TigerClub @TBlive","html":"One of my biggest takeaways is that STI crossing 5,000 is more than just a psychological milestone. What stood out to me was how institutional investors are looking beyond today's level, with some forecasting 6,000 and even 10,000 over the longer term. It reminded me to focus on long-term wealth creation instead of short-term market noise. I also found the discussion on ETF growth and capital inflows very insightful. The combination of MAS initiatives, growing ETF adoption and Singapore's reputation as a safe and stable financial hub gives me more confidence in the long-term outlook for the local market. My investment approach remains to stay diversified and keep investing consistently rather than trying to time every market move. I'll continue watching the STI, REITs and quality Singapore companies as part of my long-term portfolio while looking for opportunities when the market pulls back. @TigerStars @Tiger_comments @TigerClub @TBlive"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest gain is that the key to whether STI can move from 5000 to 6000 is not the target point itself, but whether earnings, Dividend and capital return can continue to improve. 6000 points is not impossible, but it needs banks, utilities, REITs and new economy sectors to contribute together, rather than relying solely on valuation expansion. As for 10000 in 2040, it is more suitable as a long-term scenario rather than a short-term buying reason. My strategy is to continue to allocate Singapore's high-quality Dividend assets in batches, not to chase higher assets because they break through 5,000, and at the same time, pay attention to whether the upward revision of profits, foreign capital inflow and Dividend growth will be realized simultaneously. @AI_FocusedTrader","text":"My biggest gain is that the key to whether STI can move from 5000 to 6000 is not the target point itself, but whether earnings, Dividend and capital return can continue to improve. 6000 points is not impossible, but it needs banks, utilities, REITs and new economy sectors to contribute together, rather than relying solely on valuation expansion. As for 10000 in 2040, it is more suitable as a long-term scenario rather than a short-term buying reason. My strategy is to continue to allocate Singapore's high-quality Dividend assets in batches, not to chase higher assets because they break through 5,000, and at the same time, pay attention to whether the upward revision of profits, foreign capital inflow and Dividend growth will be realized simultaneously. @AI_FocusedTrader","html":"My biggest gain is that the key to whether STI can move from 5000 to 6000 is not the target point itself, but whether earnings, Dividend and capital return can continue to improve. 6000 points is not impossible, but it needs banks, utilities, REITs and new economy sectors to contribute together, rather than relying solely on valuation expansion. As for 10000 in 2040, it is more suitable as a long-term scenario rather than a short-term buying reason. My strategy is to continue to allocate Singapore's high-quality Dividend assets in batches, not to chase higher assets because they break through 5,000, and at the same time, pay attention to whether the upward revision of profits, foreign capital inflow and Dividend growth will be realized simultaneously. @AI_FocusedTrader"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":592907852502096,"gmtCreate":1785749587709,"gmtModify":1785826105160,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"[Live With Kenny Loh & Edward Pye] Beyond the 5,000 Milestone: Navigating Singapore's Equity Re-Rati","htmlText":"The Singapore market has quietly moved from a steady, dividend-paying backwater to one of the most resilient performers in a volatile world. The STI crossing 5,000 — and pushing toward 5,620 — isn't just a number. It's the payoff of 60 years of foundations, reforms and tailwinds compounding into a genuine structural re-rating. Institutional desks from JPMorgan to DBS are now setting targets well above the milestone, retail money is flowing in through ETFs, SRS and CPF-IS, and the S$6.5bn EQDP programme is channeling fresh capital into small- and mid-caps. The signal underneath all of it is the same: the Singapore equity story is entering a new chapter, and understanding it — before the crowd fully prices it in — is a competitive necessity. We're bringing in Kenny Loh, SGX Academy Trainer,","listText":"The Singapore market has quietly moved from a steady, dividend-paying backwater to one of the most resilient performers in a volatile world. The STI crossing 5,000 — and pushing toward 5,620 — isn't just a number. It's the payoff of 60 years of foundations, reforms and tailwinds compounding into a genuine structural re-rating. Institutional desks from JPMorgan to DBS are now setting targets well above the milestone, retail money is flowing in through ETFs, SRS and CPF-IS, and the S$6.5bn EQDP programme is channeling fresh capital into small- and mid-caps. The signal underneath all of it is the same: the Singapore equity story is entering a new chapter, and understanding it — before the crowd fully prices it in — is a competitive necessity. We're bringing in Kenny Loh, SGX Academy Trainer,","text":"The Singapore market has quietly moved from a steady, dividend-paying backwater to one of the most resilient performers in a volatile world. The STI crossing 5,000 — and pushing toward 5,620 — isn't just a number. It's the payoff of 60 years of foundations, reforms and tailwinds compounding into a genuine structural re-rating. Institutional desks from JPMorgan to DBS are now setting targets well above the milestone, retail money is flowing in through ETFs, SRS and CPF-IS, and the S$6.5bn EQDP programme is channeling fresh capital into small- and mid-caps. The signal underneath all of it is the same: the Singapore equity story is entering a new chapter, and understanding it — before the crowd fully prices it in — is a competitive necessity. We're bringing in Kenny Loh, SGX Academy Trainer,","images":[{"img":"https://community-static.tradeup.com/news/b9b3bee1a640b0a8b6d1bb48fcbeecca"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592907852502096","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":591451534201960,"gmtCreate":1785394042225,"gmtModify":1785396099256,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"【Livestream Clip 4｜Kenny Loh & Kenny Tay: 3 Numbers Matter More Than AI Hype】","htmlText":"\n \n \n  【LIVESTREAM RECAP｜From AI Hype to AI Impact: Navigating the Future of Business &amp; SGX Investment Opportunities】 Hi Tigers! In this session we moved from \"AI hype\" to \"AI impact\" — what AI really means for business, for your career, and for how to invest in it through SGX. The flow was clear: why AI is unlike any past technology revolution, why most organizations are still stuck in the \"experiment\" phase, which jobs get reshaped, the three big risks businesses face, and finally how to capture AI investment opportunities on SGX. Layered and full of substance.Full replay 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1871409647301657&quot;,&quot;type&quot;:1}\">From AI Hype to AI Impact: Navigating the Future of Business &amp; SGX Invest</a>\n \n","listText":"【LIVESTREAM RECAP｜From AI Hype to AI Impact: Navigating the Future of Business &amp; SGX Investment Opportunities】 Hi Tigers! In this session we moved from \"AI hype\" to \"AI impact\" — what AI really means for business, for your career, and for how to invest in it through SGX. The flow was clear: why AI is unlike any past technology revolution, why most organizations are still stuck in the \"experiment\" phase, which jobs get reshaped, the three big risks businesses face, and finally how to capture AI investment opportunities on SGX. Layered and full of substance.Full replay 👉 <a target=\"_blank\" href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1871409647301657&quot;,&quot;type&quot;:1}\">From AI Hype to AI Impact: Navigating the Future of Business &amp; SGX Invest</a>","text":"【LIVESTREAM RECAP｜From AI Hype to AI Impact: Navigating the Future of Business & SGX Investment Opportunities】 Hi Tigers! In this session we moved from \"AI hype\" to \"AI impact\" — what AI really means for business, for your career, and for how to invest in it through SGX. The flow was clear: why AI is unlike any past technology revolution, why most organizations are still stuck in the \"experiment\" phase, which jobs get reshaped, the three big risks businesses face, and finally how to capture AI investment opportunities on SGX. Layered and full of substance.Full replay 👉 From AI Hype to AI Impact: Navigating the Future of Business & SGX Invest","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":70,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/591451534201960","isVote":1,"tweetType":2,"object":{"id":"87ad3f25b90b466da177708bfc6f87df","tweetId":"591451534201960","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/03103d065001834814085888307/9REghaJDNdEA.mp4","poster":"https://community-static.tradeup.com/news/ba444d71656e6997ea925978d3dbb0a9"},"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"My biggest gain is that when an enterprise faces AI, the most dangerous thing is not to go too fast, but to have no direction and be slow to act. Pushing too slowly will be thrown away by competitors; Blind investment may lead to budget waste. The truly effective approach is to select a specific business scenario first, verify it on a small scale, and then measure the return with revenue growth, cost reduction and efficiency improvement. AI transformation is not a matter of \"do it or not\", but how to find a balance between speed, governance, and actual value.","text":"My biggest gain is that when an enterprise faces AI, the most dangerous thing is not to go too fast, but to have no direction and be slow to act. Pushing too slowly will be thrown away by competitors; Blind investment may lead to budget waste. The truly effective approach is to select a specific business scenario first, verify it on a small scale, and then measure the return with revenue growth, cost reduction and efficiency improvement. AI transformation is not a matter of \"do it or not\", but how to find a balance between speed, governance, and actual value.","html":"My biggest gain is that when an enterprise faces AI, the most dangerous thing is not to go too fast, but to have no direction and be slow to act. Pushing too slowly will be thrown away by competitors; Blind investment may lead to budget waste. The truly effective approach is to select a specific business scenario first, verify it on a small scale, and then measure the return with revenue growth, cost reduction and efficiency improvement. AI transformation is not a matter of \"do it or not\", but how to find a balance between speed, governance, and actual value."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9986230350,"gmtCreate":1666958517370,"gmtModify":1676537839647,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"Top 10 Lithium Mining Stocks With Average Annual Increase of 111%","htmlText":"In the last post of TBlive, we heard an great&nbsp;overview of the entire lithium battery industry from Richlink Founder-Gorge&nbsp;SU:<a href=\"https://ttm.financial/TW/9980285177\" target=\"_blank\">Gorge Su: Deep Details on Lithium Battery Industry Booming</a>In&nbsp;this week we'll share some of the great Lithium companies shared by GorgeSu directly.First up are the ASX Top 10 Lithium Mining Companies by Market Cap list:Lithium spodumene up by more than 500% in 12 months, The demand for lithium among car manufacturers should exceed supply for at least the next five years,&nbsp;the&nbsp;global automakers and battery manufacturers were urgently seeking to lock in limited supply at almost any price.According to statistics, these companies that are already in production, or are already under c","listText":"In the last post of TBlive, we heard an great&nbsp;overview of the entire lithium battery industry from Richlink Founder-Gorge&nbsp;SU:<a href=\"https://ttm.financial/TW/9980285177\" target=\"_blank\">Gorge Su: Deep Details on Lithium Battery Industry Booming</a>In&nbsp;this week we'll share some of the great Lithium companies shared by GorgeSu directly.First up are the ASX Top 10 Lithium Mining Companies by Market Cap list:Lithium spodumene up by more than 500% in 12 months, The demand for lithium among car manufacturers should exceed supply for at least the next five years,&nbsp;the&nbsp;global automakers and battery manufacturers were urgently seeking to lock in limited supply at almost any price.According to statistics, these companies that are already in production, or are already under c","text":"In the last post of TBlive, we heard an great overview of the entire lithium battery industry from Richlink Founder-Gorge SU:Gorge Su: Deep Details on Lithium Battery Industry BoomingIn this week we'll share some of the great Lithium companies shared by GorgeSu directly.First up are the ASX Top 10 Lithium Mining Companies by Market Cap list:Lithium spodumene up by more than 500% in 12 months, The demand for lithium among car manufacturers should exceed supply for at least the next five years, the global automakers and battery manufacturers were urgently seeking to lock in limited supply at almost any price.According to statistics, these companies that are already in production, or are already under c","images":[{"img":"https://community-static.tradeup.com/news/30ca928a3c80bed12d8685eaa3847cc0","width":"1128","height":"640"},{"img":"https://community-static.tradeup.com/news/7942e1e38820aaf77fe5a22eb9a6a3ec","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/174456e851ba3df72f46015eb36d92c8","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1299,"commentSize":760,"repostSize":15,"link":"https://ttm.financial/post/9986230350","isVote":1,"tweetType":1,"viewCount":40813,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"content":"trade like follow","text":"trade like follow","html":"trade like follow"},{"author":{"id":"4127210475479862","authorId":"4127210475479862","name":"Baricuda","avatar":"https://community-static.tradeup.com/news/f58e6025a6cbd43c668582c6569dcd3d","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4127210475479862","idStr":"4127210475479862"},"content":"Didnt think lithium","text":"Didnt think lithium","html":"Didnt think lithium"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":9941364810,"gmtCreate":1679990684530,"gmtModify":1680063569960,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"How Tesla & Battery Companies Prices Cut Affect CN EV Makers?","htmlText":"Since&nbsp;the beginning of 2023, Tesla launched&nbsp;prices&nbsp;cut&nbsp;on Model 3 and Model Y. After the price reduction measures appeared, many Chinese&nbsp;car manufacturers have also joined the trend of price reduction (<a target=\"_blank\" href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a> ).At the same time, some midstream and downstream companies also cut prices. Can the&nbsp;Chinese car companies withstand the price reduction strategy? What else deep impacts on the industry?Recently,&nbsp;Xin&nbsp;Ma,&nbsp;the co-director of Bosera Fund,&nbsp;was&nbsp;invited&nbsp;shown&nbsp;on Tiger Live&nbsp;to&nbsp;share about the","listText":"Since&nbsp;the beginning of 2023, Tesla launched&nbsp;prices&nbsp;cut&nbsp;on Model 3 and Model Y. After the price reduction measures appeared, many Chinese&nbsp;car manufacturers have also joined the trend of price reduction (<a target=\"_blank\" href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a> ).At the same time, some midstream and downstream companies also cut prices. Can the&nbsp;Chinese car companies withstand the price reduction strategy? What else deep impacts on the industry?Recently,&nbsp;Xin&nbsp;Ma,&nbsp;the co-director of Bosera Fund,&nbsp;was&nbsp;invited&nbsp;shown&nbsp;on Tiger Live&nbsp;to&nbsp;share about the","text":"Since the beginning of 2023, Tesla launched prices cut on Model 3 and Model Y. After the price reduction measures appeared, many Chinese car manufacturers have also joined the trend of price reduction ($Li Auto(LI)$ , $XPeng Inc.(XPEV)$ , $BYD Co., Ltd.(BYDDY)$ ).At the same time, some midstream and downstream companies also cut prices. Can the Chinese car companies withstand the price reduction strategy? What else deep impacts on the industry?Recently, Xin Ma, the co-director of Bosera Fund, was invited shown on Tiger Live to share about the","images":[{"img":"https://community-static.tradeup.com/news/2ad08d36d0e92242b5d3c4e449e7d4ef","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/5825d8de77c4a1e78032857c5a35a13e","width":"843","height":"621"},{"img":"https://community-static.tradeup.com/news/d2ffc96f8f2e5130bb006f6121f047ec","width":"914","height":"505"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1410,"commentSize":36,"repostSize":89,"link":"https://ttm.financial/post/9941364810","isVote":1,"tweetType":1,"viewCount":14312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":562023137509896,"gmtCreate":1778245482000,"gmtModify":1778488874251,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"🎁 Watch Live: Fed, Gold & the AI Arms Race and Get Exclusive Deposit Rewards","htmlText":"The question every investor is asking: with the \"AI Super-cycle\" hitting overdrive and the Fed shifting gears, how do you rebuild a portfolio for the realities of 2026? Where is the hidden value in a market defined by record tech capex and a decoupling Gold market?⏰ Date &amp; Time: 11 May, 8:00 PM (Singapore Time)📌 Watch Live:🎁 LIVE Stream Alert | Fed Policy, Gold Resilience &amp; AI Scarcity: Rebuilding Your 2026 PortfolioThis session delivers a full-spectrum breakdown — from macro drivers to actionable sector plays:[Navigating Fed Policy] The Warsh-led pivot and the easing vs. deregulation narrative: how to position for the 'dovish trade' while hedging against Q2 stagflation risks;[Cross-Asset Logic] The Dollar vs. Gold standoff: unpacking why Gold refuses to bow despite a higher-for-lo","listText":"The question every investor is asking: with the \"AI Super-cycle\" hitting overdrive and the Fed shifting gears, how do you rebuild a portfolio for the realities of 2026? Where is the hidden value in a market defined by record tech capex and a decoupling Gold market?⏰ Date &amp; Time: 11 May, 8:00 PM (Singapore Time)📌 Watch Live:🎁 LIVE Stream Alert | Fed Policy, Gold Resilience &amp; AI Scarcity: Rebuilding Your 2026 PortfolioThis session delivers a full-spectrum breakdown — from macro drivers to actionable sector plays:[Navigating Fed Policy] The Warsh-led pivot and the easing vs. deregulation narrative: how to position for the 'dovish trade' while hedging against Q2 stagflation risks;[Cross-Asset Logic] The Dollar vs. Gold standoff: unpacking why Gold refuses to bow despite a higher-for-lo","text":"The question every investor is asking: with the \"AI Super-cycle\" hitting overdrive and the Fed shifting gears, how do you rebuild a portfolio for the realities of 2026? Where is the hidden value in a market defined by record tech capex and a decoupling Gold market?⏰ Date & Time: 11 May, 8:00 PM (Singapore Time)📌 Watch Live:🎁 LIVE Stream Alert | Fed Policy, Gold Resilience & AI Scarcity: Rebuilding Your 2026 PortfolioThis session delivers a full-spectrum breakdown — from macro drivers to actionable sector plays:[Navigating Fed Policy] The Warsh-led pivot and the easing vs. deregulation narrative: how to position for the 'dovish trade' while hedging against Q2 stagflation risks;[Cross-Asset Logic] The Dollar vs. Gold standoff: unpacking why Gold refuses to bow despite a higher-for-lo","images":[{"img":"https://community-static.tradeup.com/news/d35ec794484ec47ac24ccb71cd8b1230"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1522,"commentSize":1,"repostSize":42,"link":"https://ttm.financial/post/562023137509896","isVote":1,"tweetType":1,"viewCount":5636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":544024031854840,"gmtCreate":1773842167361,"gmtModify":1773843129132,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"Register Live on Mastering the Investor Mindset and Discipline from James Ooi","htmlText":"In the stock market, no one can build long-term wealth by being strong in fundamental and technical analysis but weak in psychology. Skill without emotional control is simply not enough. This seminar focuses on one of the most overlooked edges in investing — mindset and discipline. You will learn how to overcome the destructive habits that trap many investors, including fear-driven decisions, greed during rallies, and panic selling during downturns. Join <a href=\"https://ttm.financial/U/4105176974307820\">@Tiger_James Ooi</a> Ooi from Tiger Brokers as he shares insights on cultivating long-term discipline, emotional resilience, and strategic thinking to build sustainable wealth while managing risk. Register via: https://tigr.link/9AOISa! ^Tiger Coins will be required for registration *This","listText":"In the stock market, no one can build long-term wealth by being strong in fundamental and technical analysis but weak in psychology. Skill without emotional control is simply not enough. This seminar focuses on one of the most overlooked edges in investing — mindset and discipline. You will learn how to overcome the destructive habits that trap many investors, including fear-driven decisions, greed during rallies, and panic selling during downturns. Join <a href=\"https://ttm.financial/U/4105176974307820\">@Tiger_James Ooi</a> Ooi from Tiger Brokers as he shares insights on cultivating long-term discipline, emotional resilience, and strategic thinking to build sustainable wealth while managing risk. Register via: https://tigr.link/9AOISa! ^Tiger Coins will be required for registration *This","text":"In the stock market, no one can build long-term wealth by being strong in fundamental and technical analysis but weak in psychology. Skill without emotional control is simply not enough. This seminar focuses on one of the most overlooked edges in investing — mindset and discipline. You will learn how to overcome the destructive habits that trap many investors, including fear-driven decisions, greed during rallies, and panic selling during downturns. Join @Tiger_James Ooi Ooi from Tiger Brokers as he shares insights on cultivating long-term discipline, emotional resilience, and strategic thinking to build sustainable wealth while managing risk. Register via: https://tigr.link/9AOISa! ^Tiger Coins will be required for registration *This","images":[{"img":"https://community-static.tradeup.com/news/38aeaaf3915b95a769953114d716b405"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1392,"commentSize":3,"repostSize":65,"link":"https://ttm.financial/post/544024031854840","isVote":1,"tweetType":1,"viewCount":4538,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000414","authorId":"9000000000000414","name":"squishx","avatar":"https://static.tigerbbs.com/4c010dff9f9669483fb4044792ea6c57","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000414","idStr":"9000000000000414"},"content":"This seminar sounds spot on! Mindset is crucial. Will definitely sign up.[开心]","text":"This seminar sounds spot on! Mindset is crucial. Will definitely sign up.[开心]","html":"This seminar sounds spot on! Mindset is crucial. Will definitely sign up.[开心]"},{"author":{"id":"9000000000000349","authorId":"9000000000000349","name":"WernerBilly","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000349","idStr":"9000000000000349"},"content":"Wow, this seminar sounds solid! Can't wait to register lah.[开心]","text":"Wow, this seminar sounds solid! Can't wait to register lah.[开心]","html":"Wow, this seminar sounds solid! Can't wait to register lah.[开心]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9951564689,"gmtCreate":1673524342341,"gmtModify":1676538850401,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"AU Iron Minneral $L1M Enters Lithium Mines, Exploration Details & 2023 Forecast","htmlText":"AU's third largest iron ore company&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/L1M.AU\">$Lightning Minerals Ltd(L1M.AU)$</a> enters lithium mines,&nbsp;detailed explanation and industry expectations in 2023 from CEO, Alex Biggs.On January 10, 2023, the CEO of <a target=\"_blank\" href=\"https://ttm.financial/S/L1M.AU\">$Lightning Minerals Ltd(L1M.AU)$</a> , Alex Biggs shared about L1M's projects introduction and explorations plan for the next 12 months&nbsp;in&nbsp;2023 through Tiger Brokers's online broadcast, Alex also&nbsp;shared the outlook for the Australian's&nbsp;lithium mining industry in 2023, as well as various battery metal prices trend forecast.Click&nbsp;here&nbsp;to&nbsp;review&nbsp;the&nbsp;record&nbsp;video:","listText":"AU's third largest iron ore company&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/L1M.AU\">$Lightning Minerals Ltd(L1M.AU)$</a> enters lithium mines,&nbsp;detailed explanation and industry expectations in 2023 from CEO, Alex Biggs.On January 10, 2023, the CEO of <a target=\"_blank\" href=\"https://ttm.financial/S/L1M.AU\">$Lightning Minerals Ltd(L1M.AU)$</a> , Alex Biggs shared about L1M's projects introduction and explorations plan for the next 12 months&nbsp;in&nbsp;2023 through Tiger Brokers's online broadcast, Alex also&nbsp;shared the outlook for the Australian's&nbsp;lithium mining industry in 2023, as well as various battery metal prices trend forecast.Click&nbsp;here&nbsp;to&nbsp;review&nbsp;the&nbsp;record&nbsp;video:","text":"AU's third largest iron ore company $Lightning Minerals Ltd(L1M.AU)$ enters lithium mines, detailed explanation and industry expectations in 2023 from CEO, Alex Biggs.On January 10, 2023, the CEO of $Lightning Minerals Ltd(L1M.AU)$ , Alex Biggs shared about L1M's projects introduction and explorations plan for the next 12 months in 2023 through Tiger Brokers's online broadcast, Alex also shared the outlook for the Australian's lithium mining industry in 2023, as well as various battery metal prices trend forecast.Click here to review the record video:","images":[{"img":"https://community-static.tradeup.com/news/b31d63428ddea4a8c1df6393d86726dd","width":"386","height":"564"},{"img":"https://community-static.tradeup.com/news/f1a6612d3ed3869e4ab587f2694ffd56","width":"1058","height":"550"},{"img":"https://community-static.tradeup.com/news/58b5276272117d8f14acc4c589977ae7","width":"1763","height":"589"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1080,"commentSize":68,"repostSize":2,"link":"https://ttm.financial/post/9951564689","isVote":1,"tweetType":1,"viewCount":17208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4093688471950400","idStr":"4093688471950400"},"content":"Thanks for sharing.","text":"Thanks for sharing.","html":"Thanks for sharing."},{"author":{"id":"4103089604754610","authorId":"4103089604754610","name":"jethro","avatar":"https://static.tigerbbs.com/445b4765728802a2e3b3795587bae0a3","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4103089604754610","idStr":"4103089604754610"},"content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing"}],"imageCount":10,"langContent":"EN","totalScore":0},{"id":9984116807,"gmtCreate":1667563364809,"gmtModify":1676537938131,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"3 Logic on Investing in High-quality Lithium Stocks(With Tickers)","htmlText":"TBlive&nbsp;Note:&nbsp;The content of this article is excerpted from the tiger community tiger friend Tai, who is a senior mining engineer and has many years of investment experience in Australian stocks. Hope the content will help you.While major global capital markets such as U.S. stocks and Hong Kong stocks plummeted, many Australian lithium mining companies rose against the trend, showing full resilience and gradually attracting more attention from the market.Today&nbsp;we&nbsp;are&nbsp;sharing the topics that everyone cares about most, how to identify high-quality lithium mine assets, and what is the core investment logic?Investment logic 1: The growth of pure lithium mining companies is better than that of comprehensive lithium mining companiesThis time, we have selected 8 representa","listText":"TBlive&nbsp;Note:&nbsp;The content of this article is excerpted from the tiger community tiger friend Tai, who is a senior mining engineer and has many years of investment experience in Australian stocks. Hope the content will help you.While major global capital markets such as U.S. stocks and Hong Kong stocks plummeted, many Australian lithium mining companies rose against the trend, showing full resilience and gradually attracting more attention from the market.Today&nbsp;we&nbsp;are&nbsp;sharing the topics that everyone cares about most, how to identify high-quality lithium mine assets, and what is the core investment logic?Investment logic 1: The growth of pure lithium mining companies is better than that of comprehensive lithium mining companiesThis time, we have selected 8 representa","text":"TBlive Note: The content of this article is excerpted from the tiger community tiger friend Tai, who is a senior mining engineer and has many years of investment experience in Australian stocks. Hope the content will help you.While major global capital markets such as U.S. stocks and Hong Kong stocks plummeted, many Australian lithium mining companies rose against the trend, showing full resilience and gradually attracting more attention from the market.Today we are sharing the topics that everyone cares about most, how to identify high-quality lithium mine assets, and what is the core investment logic?Investment logic 1: The growth of pure lithium mining companies is better than that of comprehensive lithium mining companiesThis time, we have selected 8 representa","images":[{"img":"https://community-static.tradeup.com/news/79f9ecc9155ad7613bbd8b0001f09d66","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/2e1b14cce081cc4dc2275e8c3ea0c241","width":"1117","height":"131"},{"img":"https://community-static.tradeup.com/news/e38412a0d7a26eed8dddf2d9dcb9e511","width":"1091","height":"539"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":601,"commentSize":208,"repostSize":11,"link":"https://ttm.financial/post/9984116807","isVote":1,"tweetType":1,"viewCount":16414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088689191302400","authorId":"4088689191302400","name":"Karma Rider","avatar":"https://community-static.tradeup.com/news/a3a2ad369b26723732e002251b5866b3","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4088689191302400","idStr":"4088689191302400"},"content":"Power","text":"Power","html":"Power"},{"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"content":"A [Stood]","text":"A [Stood]","html":"A [Stood]"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":9914256590,"gmtCreate":1665291968210,"gmtModify":1676537583856,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"Richlink Capital: Australia's Recession & Real Estate Investing Under Rate Hike","htmlText":"Keypoints： Is Australia's Recession More Fearful than a US Recession? Will Australia's Recession be Severe? Understand the Background of Australia First Regarding Australian Interest Rate Hike and Australian Real Estate Investing So far this year, under rate hike and recession forecast, the trend of the Australian stock market index <a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\"></a><a href=\"https://ttm.financial/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a> ‘s decline was not as bear as US stock market index <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\"></a><a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>.Sept 21st, the FED&nbsp;announced a 75bps interest rate hike raising the benchmark interest rate to 3%-3.25%; almost all officials expected to raise interest rates t","listText":"Keypoints： Is Australia's Recession More Fearful than a US Recession? Will Australia's Recession be Severe? Understand the Background of Australia First Regarding Australian Interest Rate Hike and Australian Real Estate Investing So far this year, under rate hike and recession forecast, the trend of the Australian stock market index <a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\"></a><a href=\"https://ttm.financial/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a> ‘s decline was not as bear as US stock market index <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\"></a><a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>.Sept 21st, the FED&nbsp;announced a 75bps interest rate hike raising the benchmark interest rate to 3%-3.25%; almost all officials expected to raise interest rates t","text":"Keypoints： Is Australia's Recession More Fearful than a US Recession? Will Australia's Recession be Severe? Understand the Background of Australia First Regarding Australian Interest Rate Hike and Australian Real Estate Investing So far this year, under rate hike and recession forecast, the trend of the Australian stock market index $S&P/ASX 200(XJO.AU)$ ‘s decline was not as bear as US stock market index $S&P 500(.SPX)$.Sept 21st, the FED announced a 75bps interest rate hike raising the benchmark interest rate to 3%-3.25%; almost all officials expected to raise interest rates t","images":[{"img":"https://community-static.tradeup.com/news/88c5d6790c06346426d58855885733f2","width":"774","height":"522"},{"img":"https://community-static.tradeup.com/news/403f4aebb3b4565abc480704d9a7b7bd","width":"680","height":"680"},{"img":"https://community-static.tradeup.com/news/8470680706045ff011a40b09cbc53468","width":"1308","height":"740"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":602,"commentSize":121,"repostSize":4,"link":"https://ttm.financial/post/9914256590","isVote":1,"tweetType":1,"viewCount":14035,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106546596749190","authorId":"4106546596749190","name":"Tiger_AU","avatar":"https://community-static.tradeup.com/news/389f94c108c37b450e63a265a5cad778","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4106546596749190","idStr":"4106546596749190"},"content":"Thanks to Jason Zheng's sharing, feel free to read if you want know more about Australian's Capital background.","text":"Thanks to Jason Zheng's sharing, feel free to read if you want know more about Australian's Capital background.","html":"Thanks to Jason Zheng's sharing, feel free to read if you want know more about Australian's Capital background."},{"author":{"id":"4118044838057872","authorId":"4118044838057872","name":"criticalbomb","avatar":"https://community-static.tradeup.com/news/bfa3ea30787ffbea4fb2b96a7fa7db07","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4118044838057872","idStr":"4118044838057872"},"content":"thanks you very much ❤️❤️❤️","text":"thanks you very much ❤️❤️❤️","html":"thanks you very much ❤️❤️❤️"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":385824885424288,"gmtCreate":1735205192178,"gmtModify":1735559371676,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"James Ooi: Full Analysis on the 2025 Trump Presidency, SPX Outlook & AI Boom","htmlText":"🎉 Greetings Tigers, 🐯🎅🏻 A warm welcome back from the Christmas break! 🎄📈 The Santa Rally persists, with the U.S. stock market experiencing gains over two consecutive trading sessions. 🚀🚀 Bitcoin is on an upward trajectory, aiming for the $100,000 mark, and large-cap tech stocks including <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> , <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> , <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> , <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> , and <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> are all trending upwards in unison.As of post, 13 sectors of <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> all mark","listText":"🎉 Greetings Tigers, 🐯🎅🏻 A warm welcome back from the Christmas break! 🎄📈 The Santa Rally persists, with the U.S. stock market experiencing gains over two consecutive trading sessions. 🚀🚀 Bitcoin is on an upward trajectory, aiming for the $100,000 mark, and large-cap tech stocks including <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> , <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> , <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> , <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> , and <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> are all trending upwards in unison.As of post, 13 sectors of <a href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a> all mark","text":"🎉 Greetings Tigers, 🐯🎅🏻 A warm welcome back from the Christmas break! 🎄📈 The Santa Rally persists, with the U.S. stock market experiencing gains over two consecutive trading sessions. 🚀🚀 Bitcoin is on an upward trajectory, aiming for the $100,000 mark, and large-cap tech stocks including $Tesla Motors(TSLA)$ , $Apple(AAPL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , and $Broadcom(AVGO)$ are all trending upwards in unison.As of post, 13 sectors of $.SPX(.SPX)$ all mark","images":[{"img":"https://community-static.tradeup.com/news/7be0f839973e458db9ab936ac427fd8d"},{"img":"https://community-static.tradeup.com/news/d8f13a3ff47dee8fb71a7b343b99ddea"},{"img":"https://community-static.tradeup.com/news/a55dae9389c961a2df3d86e8ed3f87d1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":133,"commentSize":7,"repostSize":38,"link":"https://ttm.financial/post/385824885424288","isVote":1,"tweetType":1,"viewCount":35188,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"content":"JamesOoi, Market Strategy Analyst at Tiger Broker Singapore, has provided an in-depth analysis covering expectations for the US equity market, the incoming Trump administration, a technical analysis of market trends, and a comprehensive exploration of the AI industry value chain and the opportunities it presents. Click link to read more>> #DonaldTrump #MAG7 #AI #SPX.","text":"JamesOoi, Market Strategy Analyst at Tiger Broker Singapore, has provided an in-depth analysis covering expectations for the US equity market, the incoming Trump administration, a technical analysis of market trends, and a comprehensive exploration of the AI industry value chain and the opportunities it presents. Click link to read more>> #DonaldTrump #MAG7 #AI #SPX.","html":"JamesOoi, Market Strategy Analyst at Tiger Broker Singapore, has provided an in-depth analysis covering expectations for the US equity market, the incoming Trump administration, a technical analysis of market trends, and a comprehensive exploration of the AI industry value chain and the opportunities it presents. Click link to read more>> #DonaldTrump #MAG7 #AI #SPX."},{"author":{"id":"4189136748353782","authorId":"4189136748353782","name":"Reglloyd","avatar":"https://community-static.tradeup.com/news/71917acef5ce8717b38e7f29252bca57","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4189136748353782","idStr":"4189136748353782"},"content":"Comprehensive analysis. Brilliant summary of what to expect in 2025. As Mr Trump has said & I quote” You’re going to be winning so much you’re going to become tired of Winning & I will say, no , you need to be Winning more & winning in every area of your life.” To all Tiger Trade investors, may you all become Winners in 2025. James Ooi has set the stage for 2025 including an Aggressive investment portfolio for 2025 .","text":"Comprehensive analysis. Brilliant summary of what to expect in 2025. As Mr Trump has said & I quote” You’re going to be winning so much you’re going to become tired of Winning & I will say, no , you need to be Winning more & winning in every area of your life.” To all Tiger Trade investors, may you all become Winners in 2025. James Ooi has set the stage for 2025 including an Aggressive investment portfolio for 2025 .","html":"Comprehensive analysis. Brilliant summary of what to expect in 2025. As Mr Trump has said & I quote” You’re going to be winning so much you’re going to become tired of Winning & I will say, no , you need to be Winning more & winning in every area of your life.” To all Tiger Trade investors, may you all become Winners in 2025. James Ooi has set the stage for 2025 including an Aggressive investment portfolio for 2025 ."}],"imageCount":23,"langContent":"EN","totalScore":0},{"id":9914249220,"gmtCreate":1665293474560,"gmtModify":1676537584124,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"Richlink Capital: Specific Investings Directions in AU Market","htmlText":"Key points： Characteristics of the Australian capital market Specific great investment directions under rate hikes 3&nbsp;points to screen companies with high-growth potential Regarding&nbsp;Australia's iron ore, lithium ore, and China in detail Some Risk Aversion Concept&nbsp;sto share You&nbsp;may&nbsp;interested&nbsp;in&nbsp;read:&nbsp;<a href=\"https://ttm.financial/TW/9914256590\" target=\"_blank\">Richlink Capital: Australia's Recession &amp; Real Estate Investing Under Rate Hike</a>Source from Jason Zheng, the chairman of Richlink Capital Group., a guest on Tiger Live to share his insights on the Australian economyand investing.Richlink Capital Group is a global asset management organization featuring family offices, with branches in Sydney, Australia, Hong Kong, Shenzhen, Xiamen and Be","listText":"Key points： Characteristics of the Australian capital market Specific great investment directions under rate hikes 3&nbsp;points to screen companies with high-growth potential Regarding&nbsp;Australia's iron ore, lithium ore, and China in detail Some Risk Aversion Concept&nbsp;sto share You&nbsp;may&nbsp;interested&nbsp;in&nbsp;read:&nbsp;<a href=\"https://ttm.financial/TW/9914256590\" target=\"_blank\">Richlink Capital: Australia's Recession &amp; Real Estate Investing Under Rate Hike</a>Source from Jason Zheng, the chairman of Richlink Capital Group., a guest on Tiger Live to share his insights on the Australian economyand investing.Richlink Capital Group is a global asset management organization featuring family offices, with branches in Sydney, Australia, Hong Kong, Shenzhen, Xiamen and Be","text":"Key points： Characteristics of the Australian capital market Specific great investment directions under rate hikes 3 points to screen companies with high-growth potential Regarding Australia's iron ore, lithium ore, and China in detail Some Risk Aversion Concept sto share You may interested in read: Richlink Capital: Australia's Recession & Real Estate Investing Under Rate HikeSource from Jason Zheng, the chairman of Richlink Capital Group., a guest on Tiger Live to share his insights on the Australian economyand investing.Richlink Capital Group is a global asset management organization featuring family offices, with branches in Sydney, Australia, Hong Kong, Shenzhen, Xiamen and Be","images":[{"img":"https://community-static.tradeup.com/news/55c939bd8aee869c1248b9c0147a5c82","width":"1987","height":"1247"},{"img":"https://community-static.tradeup.com/news/88c5d6790c06346426d58855885733f2","width":"774","height":"522"},{"img":"https://community-static.tradeup.com/news/4864352efb9acc73acd3ff6613bd2376","width":"843","height":"595"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":274,"commentSize":152,"repostSize":4,"link":"https://ttm.financial/post/9914249220","isVote":1,"tweetType":1,"viewCount":10184,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"content":"Thanks loads @TBlive for the this informative post,appreciate it loads🤗 FYI my closer 🐯 friends🥰 @SR050321 @Fenger1188 @HelenJanet @Universe宇宙 @breAkdaWn @markele @jgaldon @Jadenkho","text":"Thanks loads @TBlive for the this informative post,appreciate it loads🤗 FYI my closer 🐯 friends🥰 @SR050321 @Fenger1188 @HelenJanet @Universe宇宙 @breAkdaWn @markele @jgaldon @Jadenkho","html":"Thanks loads @TBlive for the this informative post,appreciate it loads🤗 FYI my closer 🐯 friends🥰 @SR050321 @Fenger1188 @HelenJanet @Universe宇宙 @breAkdaWn @markele @jgaldon @Jadenkho"},{"author":{"id":"3573429767402570","authorId":"3573429767402570","name":"Bulltrader","avatar":"https://static.tigerbbs.com/acb154d52dfbe63e37fbaebac02d2d17","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3573429767402570","idStr":"3573429767402570"},"content":"ASX hv it own potential especially on mineral stock.","text":"ASX hv it own potential especially on mineral stock.","html":"ASX hv it own potential especially on mineral stock."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":304450476445776,"gmtCreate":1715346997437,"gmtModify":1715347418327,"author":{"id":"4111216680846592","authorId":"4111216680846592","name":"TBlive","avatar":"https://static.tigerbbs.com/6539a5af294b71d8a4dff612b2369e7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111216680846592","idStr":"4111216680846592"},"themes":[],"title":"🌟Top Leverage & Inverse ETFs — 2024 Popular Trading Themes to Watch 📈","htmlText":"🐯Hi Tigers,Below are some slides from Grace Chiu, Direxion Managine Director Asia, from her live sharing on May 7th. She explained the basics of leveraged and inverse ETFs in a very impressive and detailed way. She also highlighted some catalysts that could impact the US equity market in 2024.<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1797699155200076&quot;,&quot;type&quot;:1}\" target=\"_blank\">click here to listen to the part that interests you.</a>Below are 8 slides for Tigers, 🎁Bonus for reading &gt;&gt; In the bottom, we collect all the popular L&amp;I ETFs (Tickers in Detial)for various popular themes that traders worth looking at. 🔥🚨Disclaimer: All material is for educational purposes only.1.Key insights shared in the LIVE2. Basics of Leveraged","listText":"🐯Hi Tigers,Below are some slides from Grace Chiu, Direxion Managine Director Asia, from her live sharing on May 7th. She explained the basics of leveraged and inverse ETFs in a very impressive and detailed way. She also highlighted some catalysts that could impact the US equity market in 2024.<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1797699155200076&quot;,&quot;type&quot;:1}\" target=\"_blank\">click here to listen to the part that interests you.</a>Below are 8 slides for Tigers, 🎁Bonus for reading &gt;&gt; In the bottom, we collect all the popular L&amp;I ETFs (Tickers in Detial)for various popular themes that traders worth looking at. 🔥🚨Disclaimer: All material is for educational purposes only.1.Key insights shared in the LIVE2. Basics of Leveraged","text":"🐯Hi Tigers,Below are some slides from Grace Chiu, Direxion Managine Director Asia, from her live sharing on May 7th. She explained the basics of leveraged and inverse ETFs in a very impressive and detailed way. She also highlighted some catalysts that could impact the US equity market in 2024.click here to listen to the part that interests you.Below are 8 slides for Tigers, 🎁Bonus for reading >> In the bottom, we collect all the popular L&I ETFs (Tickers in Detial)for various popular themes that traders worth looking at. 🔥🚨Disclaimer: All material is for educational purposes only.1.Key insights shared in the LIVE2. Basics of Leveraged","images":[{"img":"https://community-static.tradeup.com/news/cb144b2a5a40cf7ab7dc5e564a3251b3","width":"1200","height":"628"},{"img":"https://community-static.tradeup.com/news/e03bc8a53a14bece26abae63bba94155","width":"1008","height":"739"},{"img":"https://community-static.tradeup.com/news/0572f363d34c3341ea6a0e7d80b945c9","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":301,"commentSize":1,"repostSize":48,"link":"https://ttm.financial/post/304450476445776","isVote":1,"tweetType":1,"viewCount":25534,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"content":"Thanks for the sharing and I think ETFs can be valuable tools for investors seeking to optimize returns and manage risk in their portfolios by strategically incorporating ETFs alongside individual stock [Happy]","text":"Thanks for the sharing and I think ETFs can be valuable tools for investors seeking to optimize returns and manage risk in their portfolios by strategically incorporating ETFs alongside individual stock [Happy]","html":"Thanks for the sharing and I think ETFs can be valuable tools for investors seeking to optimize returns and manage risk in their portfolios by strategically incorporating ETFs alongside individual stock [Happy]"}],"imageCount":11,"langContent":"EN","totalScore":0}],"lives":[{"live_id":1757001286108222,"type":2,"status":3,"title":"Before the Bell - 3D Market 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