Hi Tigers🐯, This week puts the economics of AI infrastructure under the spotlight. Microsoft ($$MSFT) and Alphabet $$GOOGL) are scheduled to report on October 28, followed by Amazon ($AMZN) on October 29. These are upcoming releases: the September-quarter results had not been published as of October 26, 2026. [1–3] My focus is on whether cloud demand can support durable profits and cash generation as investment expands. A revenue beat could help sentiment, but the spending outlook and funding plan may decide whether that confidence lasts. 1 | The Earnings Calendar📅 Company Reporting period Scheduled release Microsoft | MSFT FY2027 Q1 Oct. 28, 2026 | After close Alphabet | GOOGL 2026 Q3 Oct. 28, 2026 | After close Amazon | AMZN 2026 Q3 Oct. 29, 2026 | After close Dates use the U.S. Eastern
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🎁Weekly EPS Growth & Dividend Leaders: GOOG, MSFT, AMZN, V, CAT and more
😀Hi Tigers, As the Q3 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between October 26 and October 30. 🎁Weekly Higher EPS Estimates: GOOG, MSFT, AMZN, V, XOM & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings resu
🎁Weekly EPS Growth & Dividend Leaders: GOOG, MSFT, AMZN, V, CAT and more
AI Earnings Week 📅| Microsoft, Alphabet and Amazon Face the Cash Flow Test
AI Earnings Week 📅| Microsoft, Alphabet and Amazon Face the Cash Flow Test
Weekly: Chip Stocks Crushed as Q3 Earnings Kick Off, Oil Breaks $100
Last Week's Recap 1.Weekly Market Digest: Tech Selloff, Growth Stalls, Oil Surges, Yields Ease Tech trouble — Heavy tech selling weighed on $NASDAQ(.IXIC)$ , which retreated 4.5% for the week, ending 5.3% below its October 6 record high. $S&P 500(.SPX)$ fell 1.9%; Dow managed a fractionally positive result. Growth stalls — Rotation away from AI-related stocks and chipmakers hit large-cap growth; growth benchmark finished down 5.0%, while value climbed 0.9% on strength in healthcare and defensives. Oil price surge — U.S. crude $WTI Crude Oil - main 2612(CLmain)$ rose more than 8% for the week, back above $100 per barrel Friday, amid Middle East supply unc
Weekly: Chip Stocks Crushed as Q3 Earnings Kick Off, Oil Breaks $100
🎁Weekly EPS Growth & Dividend Leaders: TSM, JPM, ASML, BAC, ABBV and more
😀Hi Tigers, As the Q3 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between October 12 and October 16. 🎁Weekly Higher EPS Estimates: TSM, JPM, ASML, BAC, UNH & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings resu
🎁Weekly EPS Growth & Dividend Leaders: TSM, JPM, ASML, BAC, ABBV and more
Weekly| S&P 500 & NASDAQ Climbed to Record Highs, Big Banks Take the Stage as Q3 Earnings Kick Off
Last Week's Recap Market Digest: $S&P 500(.SPX)$& $NASDAQ(.IXIC)$ Hit Records, Yields Ease, Earnings Elevated, Oil Steadies (Week Ended October 9, 2026) Record highs — $S&P 500(.SPX)$and $NASDAQ(.IXIC)$ climbed to record highs Tuesday; neither pushed higher as the week progressed, but both finished around 1% higher, as did the Dow. Yields slip — 10-year Treasury at 5.24%, 30-year at 5.60% (slightly lower but near 20-year highs). The 2-year fell to 4.79% (from 4.84%). Elevated earnings — FactSet forecasts
Weekly| S&P 500 & NASDAQ Climbed to Record Highs, Big Banks Take the Stage as Q3 Earnings Kick Off
Weekly|Q3 Wrap: NASDAQ Defies Gravity, Dow Slumps as September Jobs Disappoint
After a mid-August bounce, stocks largely went sideways in the third quarter, as upward momentum from the artificial intelligence trade waned and rising interest rates weighed on investor sentiment. Last Week's Recap 1.Market Digest: NASDAQ Outperforms, Jobs Miss, Yield Curve Steepens, Fed Hike Odds Plunge Another mixed week — Tech strength lifted $NASDAQ 100(NDX)$ to a fractional gain, outperforming other major indexes for a sixth straight week. $S&P 500(.SPX)$ ended fractionally lower; $Dow Jones(.DJI)$ finished down more than 1%. Yield curve steepens — Some yields briefly touched highest since 2002 before retreating. 2-year Treasury ended flat at 4.84%; lon
Weekly|Q3 Wrap: NASDAQ Defies Gravity, Dow Slumps as September Jobs Disappoint
Weekly|Q3 Wrap: NASDAQ Defies Gravity, Dow Slumps as September Jobs Disappoint
After a mid-August bounce, stocks largely went sideways in the third quarter, as upward momentum from the artificial intelligence trade waned and rising interest rates weighed on investor sentiment. Last Week's Recap 1. Market Digest: NASDAQ Outperforms, Jobs Miss, Yield Curve Steepens, Fed Hike Odds Plunge Another mixed week — Tech strength lifted NASDAQ to a fractional gain, outperforming other major indexes for a sixth straight week. S&P 500 ended fractionally lower; Dow finished down more than 1%. Yield curve steepens — Some yields briefly touched highest since 2002 before retreating. 2-year Treasury ended flat at 4.84%; longer-duration yields rose, with 10-year at 5.28% and 30-year at 5.63%. Jobs setback — September added just 29,000 jobs (below 80,000-90,000 consensus); prior two
Weekly|Q3 Wrap: NASDAQ Defies Gravity, Dow Slumps as September Jobs Disappoint
Tiger Weekly (Sep 28–Oct 2): Record Tech Meets 5% Yields— PCE, Payrolls & the NKE/MU Doubleheader
Last Week's Recap 1.Weekly Market Digest: NASDAQ Hits Record, Yields at 20-Year Highs, Fed Hikes, Oil Eases Mixed results — Borrowing costs escalated as yields reached two-decade highs. 10-year Treasury finished at 5.16% (from 5.01%), 30-year at 5.49%, 2-year at 4.85%. NASDAQ's breakout week — $NASDAQ(.IXIC)$ climbed to a record high Tuesday (eclipsing early June peak), finishing +2.1% for the week. $S&P 500(.SPX)$ +1.2%, $Dow Jones(.DJI)$ +0.3%. Oil prices ease — U.S. crude $WTI Crude Oil - main 2611(CLmain)$ fell to ~$92 Friday on easing Middle East tensions, down from $106 on September 15 and well below the Y
Tiger Weekly (Sep 28–Oct 2): Record Tech Meets 5% Yields— PCE, Payrolls & the NKE/MU Doubleheader
Weekly: Inflation Fuels Hawkish Fed Bets; US, HK, SG & Australia Stocks Slide
Last Week's Recap 1. Weekly Market Wrap: Sticky Inflation, Surging Yields and $100 Oil Pressure US Equities Modest retreat: Major US indices fell for four straight days through Thursday but rebounded on Friday to soften weekly losses. The $S&P 500(.SPX)$ & $NASDAQ(.IXIC)$ finished slightly lower for the week while the $Dow Jones(.DJI)$ dropped 1.57%. Bond sell-off: The 10-year US Treasury yield closed at 4.97% on Friday, the highest since Oct 2023. 2-year and 30-year yields also hit multi-year highs. Oil resurgence: Oil prices pulled back Friday but were still up more than 8% for the week. US crude traded a
Weekly: Inflation Fuels Hawkish Fed Bets; US, HK, SG & Australia Stocks Slide
From EVs to Humanoids: Can China’s Carmakers Find Their Next Growth Engine?
China’s electric-vehicle market is entering a tougher stage. Domestic passenger-car sales fell 23.7% year on year in August, while domestic EV and plug-in hybrid sales declined 10.1%. Exports remain a bright spot, with passenger-vehicle exports rising 77.5% and EV and plug-in hybrid exports climbing 154.7%, but intensifying competition at home is putting greater pressure on automakers to find new sources of growth. For the stock market, this makes the industry’s expanding push into humanoid robotics increasingly relevant. Companies including $XPeng Inc.(XPEV)$, BYD, Chery and GAC are trying to extend capabilities developed for intelligent vehicles—such as AI, batteries, sensors, autonomous systems and advanced manufacturing—into ro
From EVs to Humanoids: Can China’s Carmakers Find Their Next Growth Engine?
Weekly｜Strong US Jobs Reset Fed Expectations; HK, SG Outperform while Australia Pulls Back
Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Jobs Roar Back, Yields Hit YTD Highs, Oil Surges Late summer doldrums — Major U.S. indexes traded in a narrow range for a fourth straight week: $NASDAQ(.IXIC)$ +0.4%, $Dow Jones(.DJI)$ -0.2%, $S&P 500(.SPX)$ essentially flat. No big moves since the July 30 rally. Jobs comeback — August nonfarm payrolls surged 162,000 (roughly triple consensus), a sharp turnaround from July's upwardly revised 21,000. Largest gain in five months; unemployment rate held steady at 4.1%. Rate outlook — CME FedWatch: ~58% probability of a 25bp hike at the September 16 FOMC meeti
Weekly｜Strong US Jobs Reset Fed Expectations; HK, SG Outperform while Australia Pulls Back
💾 SanDisk +3,000%: Why Memory Makers Are Buying Back Billions
👋 Hi, Tigers! $SanDisk Corp.(SNDK)$ is up more than 3,000% over the past year. $Micron Technology(MU)$ has gained well over 200% YTD. Numbers like that are wild enough to make anyone wonder whether the market has gone too far. But the more interesting story isn't the stock charts — it's what these companies are doing with the cash they're generating. Record memory pricing has turned $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$ and $SK hynix(SKHY)$ into cash machines. And their very different capital-al
💾 SanDisk +3,000%: Why Memory Makers Are Buying Back Billions
Cross-Market Weekly: US Stocks Edge Higher, VIX Hits YTD Low; PANW, DELL & AVGO Ahead
Last Week's Recap 1. Market Digest: Stocks Edge Up, Warsh's Hawkish Jackson Hole, Yields Spike, Inflation Sticky Baby steps — $S&P 500(.SPX)$, $NASDAQ(.IXIC)$, and $Dow Jones(.DJI)$ posted fractional weekly gains, regaining ground from the prior week's modest declines. Stocks traded in a narrow range for a third consecutive week. Hawkish Fed — Fed Chair Kevin Warsh emphasized inflation risks at Jackson Hole, stating the Fed "must be confident that underlying inflation is moving to our objective, clearly and at sufficient speed. Otherwise, we have work to do." Yield reaction — 2-year Treasury yield jumped to 4.3
Cross-Market Weekly: US Stocks Edge Higher, VIX Hits YTD Low; PANW, DELL & AVGO Ahead
💲Chips Win, Platforms Pay: Nvidia Soars as Meta, Snap Take Heat
👋 Hi, Tigers! Wednesday was a quiet session on the surface — $Dow Jones(.DJI)$ -0.21% to 53,463.88, $S&P 500(.SPX)$ -0.02% to 7,675.70, $NASDAQ(.IXIC)$ -0.08% to 26,130.20 — but that calm was just the market holding its breath. The real action happened after the bell, and in two boardrooms that had nothing to do with AI chips. 💲 The Setup: A Market on Pause July core PCE inflation landed exactly in line with expectations, leaving September rate-cut odds unchanged. With nothing new on the inflation front and Nvidia's print looming after the close, traders mostly stayed on the sidelines — Big Tech split roughly d
💲Chips Win, Platforms Pay: Nvidia Soars as Meta, Snap Take Heat
“Triple Threat” Week: NVDA Earnings, July PCE, and Fed's Jackson Hole Symposium
Last Week's Recap 1. Market Digest: Stocks Retreat, Yields at 20-Year Highs, Debt Crosses $40T, Bitcoin Surges Modest retreat — $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ fell ~1-2%, snapping a three-week win streak. S&P 500 ended 1.6% below its prior week record; NASDAQ 3.4% shy of its early June peak. High yields — 30-year Treasury yield ended at 5.27% (near highest in ~20 years); 10-year at 4.73%, 2-year at 4.23%. U.S. gross debt crossed above $40 trillion for the first time. Treasury bond buyback — Treasury Secretary Scott Bessent doubled the bond buyback program to $4B per session (from $2B), targeting 10-, 20-, and 30-year segments where yields hit highest since 2007. Overseas yields — Japan's 10-
“Triple Threat” Week: NVDA Earnings, July PCE, and Fed's Jackson Hole Symposium
📉 Market Divergence Triggers a Pullback — Should Inverse ETFs Be On Your Radar?
Take one look at today's top gainers list and the mood is unmistakable: outside of a single biotech outlier ( $Amylyx Pharmaceuticals(AMLX)$ , +63.84%, on stock-specific news), nearly every other name at the top is a bear or inverse leveraged ETF — funds designed to rise when the underlying assets fall. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ (+15.20%, semiconductors bear 3x), $Direxion Daily Technology Bear 3X Shares(TECS)$ (+7.46%, tech bear 3x), $MicroSectors FANG & Innovation -3X Inverse Leveraged ETN(BERZ)$ (+7.91%, FANG/innovation bear
📉 Market Divergence Triggers a Pullback — Should Inverse ETFs Be On Your Radar?
💾 Storage Stocks Just Entered a Technical Bull Market — Same Shortage, Five Different Angles
👋 It's been a wild week for storage. The whole memory/storage complex is up double digits, with $SanDisk Corp.(SNDK)$ +38%, $SK hynix(SKHY)$ +23%, $Seagate Technology PLC(STX)$ +21%, $Western Digital(WDC)$ +17%, and $Micron Technology(MU)$ +13%. That's not one stock popping on a headline — it's a full sector re-rating. Here's the setup, and why each name is playing a slightly different version of the same trade. 🏗️ The Setup: This Isn't Just Demand — It's a Zero-Sum Reallocation The core thesis behind th
💾 Storage Stocks Just Entered a Technical Bull Market — Same Shortage, Five Different Angles
Cross-Market Weekly: Yields at 2007 Highs, HKEX Tech Bloodbath, Oil Rebounds — FED Minutes in Focus
Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Yields at 2007 Highs, Inflation Moderates, Oil Rebounds Flat market — U.S. indexes were little changed as stocks took a breather after the prior week's record highs. S&P 500 and NASDAQ ended fractionally higher; Dow fractionally lower. Elevated yields — 30-year Treasury yield climbed back to ~5.26% (highest since 2007); 10-year at 4.69%, while the 2-year eased slightly to 4.17%. Moderating inflation — July CPI held steady at 3.4% annual rate (down from June's 3.5%); PPI showed inflation little changed from the prior month. Robust revenue — S&P 500 Q2 revenue growth on pace for 15% (highest since Q4 2021), per FactSet; earnings growth tracking above 50%, strongest since Q2 2021. Oil rebounds — U.S. crude rose above $82 Friday (
Cross-Market Weekly: Yields at 2007 Highs, HKEX Tech Bloodbath, Oil Rebounds — FED Minutes in Focus
🪙 Tech Lit Up: NFLX, ADBE, CRM, MU & INTC All Jumped — One Macro Tailwind, Five Different Catalysts
👋 Thursday was a strong day for tech. The $S&P 500(.SPX)$ rose 0.65% to a record 7,798.99, while the $NASDAQ(.IXIC)$ gained 0.81%. $Netflix(NFLX)$ jumped 5.43%, $Adobe(ADBE)$ 4.54%, $Salesforce.com(CRM)$ just over 4%, $Micron Technology(MU)$ 4.23%, and $Intel(INTC)$ 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto
🪙 Tech Lit Up: NFLX, ADBE, CRM, MU & INTC All Jumped — One Macro Tailwind, Five Different Catalysts
Buffett's Stock Picks: The Timeless Logic Behind the Oracle's Latest Moves
Why Coca-Cola is up 27%, Apple leads the Mag 7, and what the Oracle of Omaha's portfolio tells us about navigating today's market 🐯Hi Tigers! The Oracle's "Slow Philosophy" Still Works in a Fast Market While the market chases AI hardware and quantum computing hype, Buffett's 60 years of investment wisdom reminds us: simple, understandable businesses with moats are the key to weathering cycles. The Q1 2026 13F filing shows Berkshire's top 5 holdings — $Apple(AAPL)$, $American Express(AXP)$, $Bank of America(BAC)$, $Coca-Cola(KO)$, and
Buffett's Stock Picks: The Timeless Logic Behind the Oracle's Latest Moves
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