To The Moon

【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map. 【ABOUT THE GUEST】 Our speaker, Ross Dong, is an old friend of the Tiger community, back again fo

【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map. Full replay 👉

【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map.Full replay 👉

【LIVESTREAM RECAP｜Where U.S. Stocks, Semis, and Gold Go in Late 2026？Navigating Fed Policy,Treasury Buybacks and the Next Cycle】 Hi Tigers! In this session we zoomed in on three big threads for the back half of 2026 — U.S. equities, semiconductors, and gold — and tied them to the macro engines beneath: a Fed under new leadership, stubbornly elevated long-end yields, AI capex, and the semiconductor cycle. The flow was clear: from the Treasury's quietly expanded buyback program, to why long-end yields are rising globally, to cooling inflation and the Fed's policy turn, and finally to U.S. valuations, Nvidia, and gold as a portfolio combination. Six perspectives, connected into one actionable map. 【ABOUT THE GUEST】 Our speaker, Ross Dong, is an old friend of the Tiger community, back again fo

【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina

【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina

【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong? Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our speaker, Selina

【LIVESTREAM RECAP｜2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back】 Hi Tigers! In this session we took a deep dive into Big Tech's 2026 Q2 earnings, AI CapEx, and why tech stocks pulled back in late July. The flow was clear: first the macro timeline from late July into August (FOMC, payrolls, CPI, Jackson Hole), then a company-by-company read of Google, Microsoft, Amazon, Meta and Apple with their AI spend, and finally the big question everyone's asking — why did stocks fall even when earnings were strong?Full replay 👉 2026 Q2 Earnings Review: Big Tech, AI CapEx & Why Tech Stocks Pulled Back 【ABOUT THE GUEST】 Our

The tech tape has been sending a confusing signal. Across six weeks, nearly every trading day carried a major earnings report, an AI CapEx update, or a macro catalyst — and yet strong results were repeatedly met with falling share prices. Alphabet, Microsoft, Amazon, Meta and Apple all delivered, all reaffirmed aggressive AI investment, and all saw post-earnings pullbacks. The signal underneath is the same one every investor now has to decode: the AI buildout is real and accelerating, but the market has stopped rewarding spending on its own and started asking a harder question — who can actually convert AI investment into sustainable earnings and cash flow? Understanding that shift, heading into Jackson Hole and a data-heavy Fed path, is no longer optional. We're bringing in Selina Han, Fo

【LIVESTREAM RECAP｜Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone】 Hi Tigers! In this session we celebrated a real milestone — Singapore's Straits Times Index crossing 5,000. We traced STI's near-60-year path and its recent breakout, unpacked the capital flows sparked by MAS's market-revitalization program, dug into the explosive growth in ETF assets, walked through institutional forecasts for 6,000 and beyond, and closed on the next chapter of the "Singapore Story" — from safe haven to a magnet for global capital. Clear, layered, and full of substance. 🇸🇬Full replay 👉 Celebrating Singapore's Independence: Navigating the 5,000 STI Milestone</