TMC_REGARD
07-31

💰 Stocks to Watch Today (31 July)

1. News & Market Movers:

• Microsoft (MSFT) & Meta (META): Both hit all-time highs after crushing earnings. Strong AI commentary and robust cloud/ad growth make them top watches—will momentum continue, or do we see some profit-taking?

• AMD (AMD): Reporting after the bell. With Bank of America’s recent $200 price target upgrade and AI shipment optimism, expect fireworks. Guidance and new customer wins will be key.

• Nvidia (NVDA): Riding capex waves from Alphabet and tech giants—watch for sympathy moves if AMD’s results impress.

• Singapore Banks (DBS, OCBC): DBS at all-time highs, OCBC reporting this week. Margin pressure and NIM trends in focus; any surprises could trigger sector moves.

• China Tech/HSI: Heng Seng Index holding above 25,000, China ETFs (YINN, KWEB) still hot. Will the rally extend or is it due for a breather?

• Crypto Stocks (COIN, MSTR): Bitcoin under $120k, mixed crypto sentiment—look for volatility in Coinbase and MicroStrategy.

2. Trading Opportunities & My Plans:

• AMD: Potential for big post-earnings move—playing call spreads or quick scalps based on the after-hours reaction.

• Meta & Microsoft: Looking to ride momentum, but prepared to trim or hedge if volume wanes.

• China ETFs: Eyeing YINN/KWEB for continuation trades, but keeping stops tight in case of reversal.

• Singapore Banks: Watching for earnings volatility—trim on spikes, add on weakness if long-term thesis holds.

• Defensive Stocks: With volatility creeping up, rotating some gains into healthcare and staples as a buffer.

Game Plan:

Staying nimble, focusing on high-volume names, and keeping some cash aside for any late-summer surprises. Prepared to react quickly if we see post-earnings reversals or sudden sector rotations.

⸝

What are you watching or trading today? Drop your picks, ideas, or hot takes—let’s all win some Tiger coins! 🐯💰

💰Stocks to watch today?(5 Dec)
1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • wimpy
    08-01
    wimpy
    Sounds like a solid watchlist
  • AuntieAaA
    08-02
    AuntieAaA
    Good
Leave a comment
2
3