With 15mins to go before Tuesday trading commences, latest US Composite futures indexes are looking up. (see attached) Both DJIA and S&P 500 that were in the "red" earlier in the day, has turned "green" for now. If inflation concerns remain, things just might turn out differently by the time 4pm arrives. There is need to be vigilant - agree ?
@JC888:US market rally, Reports data show trouble !
7 hours before US market resume trading on Tue, what are the odds that it continues to consolidate 2day ? Market fell across the board on Mon. Lucky the fall is marginal. Same negative catalysts dampening sentiments - (1) Middle East oil & Straits situation, (2) semiconductor down by after news of INTC $15 billion stock sales to fund AI build out. Investors were also (3) jittery about CPI inflation due on Wed, 12 Aug 2026. Will be a "red" day for US market on fateful Tuesday ? What do you think ?
@JC888:US market rally, Reports data show trouble !
For the week ending Fri, 07 Aug 2026 - US market performance can best be summed up as ârecoveryâ. Over the past 5 trading days, the 3 composite indexes made âcredibleâ gains: (see above) DJIA: +2.42% S&P 500: +3.37% Nasdaq: +4.86% This as, the indexes remain âacutelyâ sensitive and continue to be weigh down by below key factors: Middle East Tensions & Oil Volatility: There was a moment of âcalmnessâ as the Gulf states had US halt its bombing (of Iran) as fear that all the counterstrikes could engulf the Gulf countries in the process, leaving widespread geographical destruction by the time all the bombings are done. Fluctuating progress on reopening the Strait of Hormuz amid the U.S.-Iran conflict pushed Brent crude back above $82â$83 a barrel, renewing energy supply anxiety. Inflat
Looks like the Chinese saying is right - the older the ginger is, the spice it will be. Pity those who choose to listen and follow blindly a 25 years old. What has he to offer that anyone more senior haven't experience and then some more... They deserve it?
@Sherniceè»ćŹŁ 2000:25-Year-Old Prodigy's $45B AI Fund Collapses in 6 Days: The Rise and Fall of Leopold Aschenbrenner
Someone mentioned SPCX recent rally could be a case of pump & dump by early investors whose shares have been unlocked. Drive up the stock price as high before a quick exit out of the blue. Is this a possibility? YES! Having been around the blocks a few times, I feel a season Investor needs to maintain composure when investing. Try hard not to be swayed by ploy, tactics, FOMO etc.. to shake you. There will always be a 2nd chance.... Agree?
3 hours into trading on Friday, I am elated that US composite indexes are thriving especially Nasdaq, spotting a +1.28% gain. Confidence seemed to have returned to AI-related megacap stocks and MSFT is part of "positive" contributors to Nasdaq, itself rising by +0.74% or +$3.68 to $503.54 per share. Will be wonderful if MSFT could end the week in green gains. Agree ?
@JC888:GS Sees Something in MSFT, Weâre Missing?
Friday, 10 mins into trading, all 3 composite indexes are trending higher between a +0.14% gain (DJIA) to +0.93% gain (Nasdaq). Will it be a happy hour Friday by the time 4pm comes around ? I think as long as there's no news coming out of the Middle East, all is "well" ?
@JC888:GS Sees Something in MSFT, Weâre Missing?
10 mins into Friday's trading, all 3 composite indexes are trending higher with the Nasdaq at almost +1.0% gain. Will it be a Happy Friday by the time 4pm comes around ? Hope so ... as long as there's no news coming from the Middle East..
MSFT's pre market price has dipped by -0.41% (-$2.06). (see attached) Does it mean that investors are getting wary that (based on latest quarterly earnings) 70% of its AI-revenue is actually coming from OpenAI ? As mentioned in my other side comment, for the short term it might be justified. However, for long term, if it remains so - it might be deemed unhealthy. Agree ?
@JC888:GS Sees Something in MSFT, Weâre Missing?
Replying to @AdairHoratio:Thanks for reading my side comments. Congrats on your wins. As u know SPCX has just IPO, still has a long way to go - who knows if the chick will turn into a hen or a pot of curry... Ha, ha, ha...//@AdairHoratio:I had bids in before the open lol textbook squeeze setup. 20% tranche and it still got absorbed, who is still expecting a real flush here
@JC888:SPCX did not crash on Thu, 6 Aug 2026, despite an unlock of roughly 911.5 million insider shares worth over $100 billion. Its becos market had already priced in the anticipated selling pressure, the release was only a partial 20% staggered tranche, and aggressive dip-buying along with short-covering easily absorbed the new supply. In fact, the stock rose over 6% during the session.
Replying to @snoozii:Hi, tks for reading my post and sharing your views. Seems like 70% of MSFT AI revenue is from Openai, showing how tightly coupled they are. Will see if this is bad news for MSFT this Friday!! For now, market is still nervous about AI cape outlay...//@snoozii:Just went through Q4 again, and AI revenue conversion matters more than capex growth now. Iâd wait for a pullback before opening MSFT here, agree?
@JC888:GS Sees Something in MSFT, Weâre Missing?
On Thu, US market was down across the board but MSFT managed to rise by +2.54% ($499.86). For Fri, US Composite futures are positive for Nasdaq. Will this boost MSFT to rise higher? Before you reply, latest news is 70% of MSFT AI revenue (US$24.1 billion) comes from OpenAI, highlighting co-dependence on ts close partner. Short-term, it validates MSFT huge infrastructure buildout. Long-term, it's risky due to extreme customer concentration. Don't be surprised that MSFT may pull back today. Just don't assume it's a Buy ok.
@JC888:GS Sees Something in MSFT, Weâre Missing?
On Thursday, even though US market was down across the board (see file), SPCX bucked the trend and ended the day higher by +6.14% at $114.92. As for Friday, the Composite futures are positive for both S&P 500 and Nasdaq. Will this be the booster for SPCX to scale higher this weekend ? What do you think ?