📊 Stocks to Watch Today (25 Aug)
Global markets are kicking off the week with mixed sentiment, as investors weigh Fed signals from Jackson Hole against fresh earnings headlines. Volatility is creeping back, and today feels like one of those sessions where stock-picking will matter more than chasing the index.
---
1️⃣ US Indices – Momentum or Fatigue?
The S&P 500 ($S&P 500(.SPX)$ ) slipped for a fifth straight day last week, sparking debate on whether this is healthy profit-taking or the early signs of a correction. The Nasdaq ($NASDAQ(.IXIC)$ ), weighed down by big tech, also lost steam despite AI headlines, while the Dow Jones ($Dow Jones(.DJI)$ ) showed relative resilience.
With Powell’s Jackson Hole speech behind us, the market now turns to September Fed signals. A rate-cut hint could reignite risk appetite, but for now, the question is whether tech can keep carrying the rally or if rotation into defensive names takes over. 📉📈
---
2️⃣ Tech Spotlight: Nvidia ($NVIDIA(NVDA)$ )
Nvidia remains front and center. Shares fell after investors digested warnings that many firms are still struggling to see ROI from generative AI. Bears argue the stock’s valuation leaves no margin for error.
But bulls counter that AI demand is just starting — hyperscalers, sovereign funds, and enterprises continue to lock in GPU orders. This tug-of-war means volatility could stay elevated. For traders, short-term setups look risky, but long-term holders may still see pullbacks as buying opportunities. ⚡
---
3️⃣ China Watch: Alibaba ($BABA) & Pinduoduo ($PDD)
China e-commerce remains in focus ahead of Alibaba’s Aug 29 earnings. Consensus expects RMB 266B revenue (+9.4% YoY) but pressure on EBITA (-21.7% YoY) could weigh on sentiment.
Meanwhile, Pinduoduo retreated to $130 [-X%] after management flagged that profit levels may fluctuate in coming quarters. For retail investors, the contrast is striking: BABA trades at ~16x forward P/E vs PDD at ~13.5x, but momentum is on PDD’s side.
The debate now: do you bet on Alibaba’s rebound or ride PDD’s high-growth but volatile story? 🤔
---
4️⃣ Singapore Angle: iFast ($Ifast Corp Ltd.(IFSTF)$ )
iFast plunged after Temasek’s Cuscaden Peak cut its stake, the sharpest drop since April. YTD performance is still +20%, but the sell-off highlights shareholder rotation risks in growth plays.
For dip-buyers, the question is whether sub-S$8 offers value, or if this is a warning sign of deeper weakness. Longer-term, digital wealth management in Asia remains a structural growth story, but near-term volatility could test investor patience. 💡
---
🔎 Takeaways for Today
Indices: Will tech stabilize, or does defensive rotation continue?
Nvidia: Bubble fears vs structural AI demand.
Alibaba vs PDD: Valuation rebound or momentum trade?
iFast: Bargain entry or falling knife?
---
💬 Community Questions
👉 Would you chase today’s rallies, or wait for a deeper dip?
👉 Between Alibaba and PDD, which e-commerce stock has more upside this quarter?
👉 Is Nvidia’s pullback an opportunity or the start of something bigger?
Comments