US stocks surged today as a wave of positive news hit simultaneously, causing several major risk concerns that had previously weighed on the market to subside: 1) Signs of de-escalation in the Middle East. Supply concerns regarding the Strait of Hormuz eased and signs of shipping recovery emerged; the market began pricing in a reduction of the Middle East risk premium. 2) A window for renewed US-Iran negotiations. Trump expressed willingness to meet the Iranian president during the UN General Assembly; the market began betting on a diplomatic path reopening, significantly cooling expectations of further escalation in the Middle East crisis. 3) A sharp drop in oil prices. Brent crude briefly fell below $100 intraday, while WTI dropped to around $96. Lower oil prices offered a temporary repr
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US stocks surged today as a wave of positive news hit simultaneously
US stocks surged today as a wave of positive news hit simultaneously
Live Recap 4: Gold's Crowded Bull Case, Portfolio Construction, and Q&A Highlights
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Closing out the session, Ross turned to gold's positioning-driven rally and took audience questions on portfolio construction, institutional data, and where markets go from here. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on the full recap ser
Live Recap 4: Gold's Crowded Bull Case, Portfolio Construction, and Q&A Highlights
Live Recap 3: Inside the Situational Awareness Unwind — And Why Nvidia's Multiple Just Got Cheaper
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Ross unpacked one of the most talked-about episodes of the summer — a forced hedge-fund liquidation that shook AI-adjacent stocks — and what it means for how AI semiconductor valuations look today. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on
Live Recap 3: Inside the Situational Awareness Unwind — And Why Nvidia's Multiple Just Got Cheaper
Live Recap 2: US Equities Are Expensive — But Are They Priced for Perfection?
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. With US markets at the highest forward valuations of any major region, Ross walked through whether that premium is justified by fundamentals — or getting ahead of itself. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on the full recap series
Live Recap 2: US Equities Are Expensive — But Are They Priced for Perfection?
Live Recap 1: A Less Transparent Fed, a Treasury "Twist," and a 30-Year Yield Last Seen in 2007
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Ross holds a B.S. in Applied Mathematics from Columbia University and spent his formative trading years at JP Morgan and KCG before moving to the buy side. His work spans US equities, Treasuries, macro policy and gold. This session opened Ross's six-part outlook on US stocks, semis, Treasuries and gold heading into late 2026, starting with the macro backdrop: a Fed entering a less transparent era under new leadership, and a Treasury Department that'
Live Recap 1: A Less Transparent Fed, a Treasury "Twist," and a 30-Year Yield Last Seen in 2007
Live Recap 4: Beyond NVDA — Power, TSMC, China Tech and the Next AI Opportunities
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this section, Ross explores where the next AI opportunity could emerge if the first wave of the AI trade was dominated by GPUs and hyperscalers. Ross believes the AI value chain is broadening beyond chips into power, infrastructure, advanced manufacturing, cybersecurity, China tech, and robotics. His key message: the next AI winner may not look like a traditional AI stock. Disclaimer: All views and company examples reflect discussion by the livestream guest and are provided for educati
Live Recap 4: Beyond NVDA — Power, TSMC, China Tech and the Next AI Opportunities
Live Recap 3: AI Has Burned Billions — Are the Returns Finally Showing Up? Top Tickers Included
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this session, the biggest question around AI is no longer whether the technology works — it is whether the returns can justify the enormous spending behind it. Ross argued that while AI infrastructure remains expensive, cloud revenue, adoption and monetisation are beginning to improve. At the same time, he stressed that technological progress and speculative excess can coexist. More from the livestream recap series Live
Live Recap 3: AI Has Burned Billions — Are the Returns Finally Showing Up? Top Tickers Included
Live Recap 2: Rate Cuts, Jackson Hole and Market Risk — Ross's U.S. Market Playbook
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this session, he shared his views on inflation, employment, interest rates, U.S. equity valuations, and market positioning. Ross remains constructive on U.S. equities in the near term, but believes late August and September could bring higher volatility and require more selective positioning. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion pur
Live Recap 2: Rate Cuts, Jackson Hole and Market Risk — Ross's U.S. Market Playbook
Live Recap 1: Why Ross Cut AI Exposure Before the Sell-Off — Inside a Fund Manager's Risk Framework
1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. Ross shared how he combines top-down and bottom-up analysis to navigate market cycles — including why his fund reduced AI and semiconductor exposure before the July correction. His key message: Being bullish on AI long-term does not mean ignoring short-term market risk. Disclaimer: The views expressed are those of the guest speaker and do not represent Tiger Brokers or its affiliates. This content is for education and discussion purposes only and does not constitute financial advice. More from the livestream recap series Live Recap 2: Rate Cuts, Jack
Live Recap 1: Why Ross Cut AI Exposure Before the Sell-Off — Inside a Fund Manager's Risk Framework
Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 4: SK Hynix in Focus — Q&A Highlights on Timing, Risk, and Embracing AI
Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 3: Inside the Memory Supercycle — NAND, DRAM, and the AI Compute Shift
Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 2: Korea's Macro Backdrop — GDP, Valuations, and Capital Flows Behind the KOSPI Story
Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle
1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including
Live Recap 1: Why the Memory Selloff Is a Buying Opportunity, Not the End of the Cycle
Kevin Warsh’s debut; SEP and the dot plot. Half of the Fed policymakers expect a potential rate hike within the year, with inflation forecasts significantly revised upward compared to March. There are only 18 dots in the dot plot, whereas the FOMC consists of 19 members (7 Governors and 12 regional Fed Presidents). This suggests that Warsh likely withheld his own economic projections and interest rate forecasts. $标普500ETF(SPY)$ $纳指100ETF(QQQ)$
‘I was asked by Saudi Arabia, Qatar, UAE, some others, if we could put it off for 2 or 3 days’，Trump on Iran attack ‘We were getting ready to do a very major attack tomorrow’ ‘I have put it off for a little while. Hopefully, maybe forever, but possibly, for a little while’
Hope everyone enjoy[得意] Thank you@TigerClub
@TigerClub:Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold
The Senate Banking Committee advanced the Clarity Act to the full Senate floor. If passed, this is a massive regulatory catalyst and a huge win for the crypto and stable-coin sectors. $Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ $比特币ETF-iShares(IBIT)$
Trump just filed 3,600+ stock transactions covering January to late March 2026. The President is clearly obsessed with the stock market, expect an even crazier money grab ahead of the midterms. Investors worldwide probably owe him a thank-you note. His relentless buying and longing are single-handedly 'Making America Great Again' for the stock market. $英伟达(NVDA)$ $特斯拉(TSLA)$ $甲骨文(ORCL)$ $好市多(COST)$ $微软(MSFT)$
Jensen Huang boarded Air Force One at the very last minute, bound for China. $英伟达(NVDA)$
We are seeing a parabolic move in INTC as it emerges as a primary beneficiary of the AI boom. The stock price is just insane. $英特尔(INTC)$ $iShares费城交易所半导体ETF(SOXX)$ $半导体指数ETF-HOLDRs(SMH)$
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