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 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 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 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 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 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 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 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 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 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