To The Moon

💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Ten U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of September 1, 2026. The top 10 are dominated by energy — spanning independent refiners ( $Marathon Petroleum(MPC)$, $Valero(VLO)$, $Phillips 66(PSX)$, $HF Sinclair Corporation(DINO)$) and LNG export infrastructure ( $Cheniere Energy Partners LP(CQP)$) — alongside one cybersecurity leader (

The generative AI boom, persistent cloud adoption, and tight supply constraints in core Asia-Pacific hubs continue to fuel the data center sector. Singapore's S-REIT market provides unique exposure to this digital real estate expansion—ranging from pure-play operators to diversified industrial giants. However, navigating the space requires looking past headline yields. High-density GPU workloads, grid power constraints, variable cost of debt, and geographical concentration create distinct risk profiles across individual counters. 1. Keppel DC REIT (SGX: AJBU) — The Blue-Chip Pure Play $Keppel DC Reit(AJBU.SI)$ Keppel DC REIT remains the marquee pure-play option for regional investors seeking targeted exposure. Tailwinds: Superior Balance Sheet

$NVIDIA(NVDA)$   Nvidia (NVDA) Investment Thesis Q42026 : Nvidia's stock is trading almost independently of the broader semiconductor sector, according to Bespoke Investment Group data cited by The Kobeissi Letter and reported by many media outlets. Over the past three months, Nvidia's correlation with the PHLX Semiconductor Index (SOX) was at just 0.03, which is perhaps the lowest among the index's components. The reading is also unusual, as Nvidia is also the group's largest company by market capitalization. @JC888 @jowia @happytrader @Louisthefly @Benny the Ball Nvidia (NVDA) has so far delivered another profitable yet turbulent year for its investors. According to my technical analysis, NVDA shares are up 1

September 9 is becoming the next         date to watch cause things can go       two ways in stocks and gold.                 Interest rise stocks gold lower dollar  higher no rise more of same with increase stocks gold over time up dollar weaker. Crpto all on clarity act and rate decision. So hold tight could be very interesting. 

**Hawkish words, weak semiconductors, resilient breadth** *Market data reflect the 28 August 2026 US close. Trade-sheet status was updated through 31 August 2026. Any trade examples discussed below are historical case studies, not current trade ideas.* Friday’s index close looked quiet. The S&P 500 slipped just 0.23%, hardly the kind of move that would normally change the market narrative. Under the surface, however, three signals shifted at the same time: 1. Kevin Warsh used his first Jackson Hole speech as Fed chair to put inflation back at the centre of the policy debate. 2. Short-term rate expectations moved sharply higher even though he did not promise a rate hike. 3. Semiconductors weakened far more than the broad index, while equal-weight market breadth remained constructive. Th

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Ltd (1141.HK) announced earnings for its first half that Increased, from last year The company's earnings totaled HK$139.64 million, or HK$0.1273 per share. This compares with HK$117.93 million, or HK$0.1073 per share, last year. The company's revenue for the period rose 10.5% to HK$302.02 million from HK$273.22 million last year. CMBC Capital Holdings Ltd earnings at a glance (GAAP) : -Earnings: HK$139.64 Mln. vs. HK$117.93 Mln. last year. -EPS: HK$0.1273 vs. HK$0.1073 last year. -Revenue: HK$302.02 Mln vs. HK$273.22 Mln last year.

$Pasqal Holding SA(PSQL)$’s first Nasdaq session placed a public-market price on one of Europe’s leading neutral-atom quantum-computing companies. The technology is serious and the fresh capital is useful, but Friday’s violent price action showed how quickly a scientific thesis can become a valuation thesis. The business combination with Bleichroeder Acquisition Corp. II closed on August 27, after shareholders approved it on August 25, and Pasqal began trading as PSQL on August 28. The transaction delivered approximately $360 million at closing. The companies’ completion announcement confirms the chronology and proceeds. Pasqal traps and manipulates neutral atoms with lasers, an architecture intended to scale qubit counts while limiting some fabri

August 31 — Last Day of Summer, First Day of Reckoning Three things I'm watching as we close out August and head into what is historically the market's worst month. 1. The Warsh overhang is real Friday's Jackson Hole speech was more hawkish than the market wanted. Warsh said inflation is "too high" and the Fed "has more work to do" — stopping just short of explicitly telegraphing a September hike. With the FOMC meeting on September 16, the probability of a hike has moved from one-in-three to above one-in-two. That repricing isn't fully done. High-multiple tech — NVDA, MRVL, BE — faces continued multiple compression if the long end o 2. The "buy the earnings beat" trade is broken this cycle MRVL beat on revenue and EPS, guided to 50% growth, and fell 10%. A week earlier MU did the same. The

For me, AMD’s upgrade is the most important call of the week. The interesting part isn’t simply the $641 price target, but the changing definition of the AI infrastructure trade. Investors have spent years focusing on GPUs, yet the AI data center is an ecosystem: CPUs, networking, memory, power and software all have to scale together. AMD is well positioned to benefit from this broader spending cycle, especially if server CPU demand continues expanding and AMD captures more share. I also like the risk/reward argument here. Unlike a pure momentum upgrade, the thesis is tied to a potentially much larger addressable market and earnings leverage. The key question now is valuation. If AMD can translate AI-driven infrastructure spending into sustainable cash-flow growth, the stock could have an

🚀 A New Chapter Begins at Apple Apple is approaching one of the biggest product changes in its history. John Ternus is set to become Apple’s CEO on September 1, with Tim Cook moving into the role of executive chairman after 15 years leading the company. Just eight days later, Apple is expected to hold its September 9 keynote — potentially introducing its first-ever foldable iPhone. 📱🔥 The rumored device could feature a book-style design, with an approximately 5.5-inch outer display opening into a much larger 7.8-inch inner screen. Reports have suggested a price potentially starting around $2,000, with premium configurations potentially reaching $2,500. Importantly, Apple has not officially confirmed these specifications, so investors should treat them as expectations rather than facts. ⚠️

Following last weekend’s Jackson Hole symposium, Fed Chair Kevin Warsh delivered a relatively hawkish message, prompting the market to reassess and reprice the timing of U.S. interest-rate hikes. According to the current FedWatch data, the probability of a rate hike at the end of September is slightly above 50%. This implies that the next round of nonfarm payroll and inflation data to be released next month could play an important role. From a data perspective, the probability of a rate hike surged by nearly 20 percentage points within just one week, driven entirely by Warsh’s remarks rather than by any other major economic data releases. However, based on historical experience, only probabilities above 70% tend to produce near-certain outcomes. With the current probability still below 60%

AVGO

Analysts turned more bullish on AI infrastructure, solar and biotech while taking a more cautious stance on several consumer and software names. 🐯 Hi Tigers, here’s the setup: Wall Street was busy reshuffling its stock calls last week, with analysts reassessing companies across semiconductors, solar, biotech, software and retail. The bullish side was led by $Advanced Micro Devices(AMD)$, $Argenx SE(ARGX)$, $SolarEdge(SEDG)$, $First Solar(FSLR)$ and $Synopsys(SNPS)$, where analysts saw improving growth

AI maniac,AI crash, memory chips and so many news and noices in the market where as I slowly and gradually build my dividend portfolio  For this I use  1.JNJ 2..T 3.MsFT 4.MCD 5.CVX I buy and accumulate and drip for some years as my retirement income So that I do not have to do anything except my holiday and trips

If everyone is watching AVGO for the obvious AI-EPS story, I’d rather watch CRDO. It sits one step behind the GPU headlines, but high-speed connectivity is becoming the real bottleneck as AI clusters scale. That makes its earnings less about “did EPS beat?” and more about whether hyperscalers are accelerating infrastructure spending. For dividends, LMT is my contrarian choice. Defense spending is a longer-cycle story, so I care more about backlog and cash-flow visibility than a one-day ex-dividend trade. My takeaway: AVGO is the consensus trade; CRDO is the asymmetric one. The most interesting opportunities are often found where earnings expectations have not fully caught up with the next industry bottleneck. @TigerPicks [你懂的]

If I had to choose one stock from this week’s list, AVGO would be my top pick. Rising EPS expectations are encouraging, but the real story is whether Broadcom can turn AI infrastructure demand into durable earnings growth. With AI accelerators, networking and custom silicon becoming increasingly important, its earnings guidance could be more important than the headline EPS beat. For dividend investors, GS also stands out. Its strong capital position and shareholder returns make it more attractive than simply chasing the highest yield. My strategy is simple: AVGO for AI-driven growth, GS for quality and income. I would focus less on whether EPS merely beats estimates and more on forward guidance, margins and free-cash-flow growth. Those numbers will determine whether the rally can continue

Nvidia has largely answered the question of whether AI demand remains strong. Investors are now examining how its customers finance GPU purchases—and how much risk Nvidia is assuming to keep the infrastructure boom moving. Nvidia jumped 8.7% in the first session after earnings, lifting the Philadelphia Semiconductor Index by 2.3%. One day later, NVDA fell 4.6%. Fed Chair Kevin Warsh’s hawkish remarks pushed Treasury yields and rate-hike expectations higher, but monetary policy was not the whole story. Friday’s decline was likely driven by three overlapping factors: Higher rates pressured technology valuations. Investors took profits after Thursday’s 8.7% surge. Concerns about circular financing, customer spending and falling margins returned to the spotlight. The earnings were genuinely st

😀Hi Tigers, As the Q2 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 August 31 and September 4. 🎁Weekly Higher EPS Estimates: AVGO, PANW, DELL, MDT, SNOW & 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 r

$Bumitama Agri(P8Z.SI)$ 2.5 Target Price   Bumitama Agri's stock outlook looks promising, with analysts predicting a positive trend. The company's share price is expected to rise over the next 12 months, with an average price target of SGD$2.5, representing a 18% upside from the current price. *Key Highlights:* - *Revenue Growth*: Bumitama Agri is expected to achieve double-digit revenue growth, driven by healthy orders from biodiesel customers. - *Dividend Yield*: The company offers a dividend yield of 2.9%, with a history of increasing dividend payments. - *Analyst Ratings*: Bumitama Agri has a Strong Buy consensus rating, with analysts from Maybank Research, DBS Research, and UOB Kay Hian maintaining a Buy rating. *Price Targets:* - *Hig

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

💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Ten U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of September 1, 2026. The top 10 are dominated by energy — spanning independent refiners ( $Marathon Petroleum(MPC)$, $Valero(VLO)$, $Phillips 66(PSX)$, $HF Sinclair Corporation(DINO)$) and LNG export infrastructure ( $Cheniere Energy Partners LP(CQP)$) — alongside one cybersecurity leader (

The generative AI boom, persistent cloud adoption, and tight supply constraints in core Asia-Pacific hubs continue to fuel the data center sector. Singapore's S-REIT market provides unique exposure to this digital real estate expansion—ranging from pure-play operators to diversified industrial giants. However, navigating the space requires looking past headline yields. High-density GPU workloads, grid power constraints, variable cost of debt, and geographical concentration create distinct risk profiles across individual counters. 1. Keppel DC REIT (SGX: AJBU) — The Blue-Chip Pure Play $Keppel DC Reit(AJBU.SI)$ Keppel DC REIT remains the marquee pure-play option for regional investors seeking targeted exposure. Tailwinds: Superior Balance Sheet

$NVIDIA(NVDA)$   Nvidia (NVDA) Investment Thesis Q42026 : Nvidia's stock is trading almost independently of the broader semiconductor sector, according to Bespoke Investment Group data cited by The Kobeissi Letter and reported by many media outlets. Over the past three months, Nvidia's correlation with the PHLX Semiconductor Index (SOX) was at just 0.03, which is perhaps the lowest among the index's components. The reading is also unusual, as Nvidia is also the group's largest company by market capitalization. @JC888 @jowia @happytrader @Louisthefly @Benny the Ball Nvidia (NVDA) has so far delivered another profitable yet turbulent year for its investors. According to my technical analysis, NVDA shares are up 1

**Hawkish words, weak semiconductors, resilient breadth** *Market data reflect the 28 August 2026 US close. Trade-sheet status was updated through 31 August 2026. Any trade examples discussed below are historical case studies, not current trade ideas.* Friday’s index close looked quiet. The S&P 500 slipped just 0.23%, hardly the kind of move that would normally change the market narrative. Under the surface, however, three signals shifted at the same time: 1. Kevin Warsh used his first Jackson Hole speech as Fed chair to put inflation back at the centre of the policy debate. 2. Short-term rate expectations moved sharply higher even though he did not promise a rate hike. 3. Semiconductors weakened far more than the broad index, while equal-weight market breadth remained constructive. Th

🚀 A New Chapter Begins at Apple Apple is approaching one of the biggest product changes in its history. John Ternus is set to become Apple’s CEO on September 1, with Tim Cook moving into the role of executive chairman after 15 years leading the company. Just eight days later, Apple is expected to hold its September 9 keynote — potentially introducing its first-ever foldable iPhone. 📱🔥 The rumored device could feature a book-style design, with an approximately 5.5-inch outer display opening into a much larger 7.8-inch inner screen. Reports have suggested a price potentially starting around $2,000, with premium configurations potentially reaching $2,500. Importantly, Apple has not officially confirmed these specifications, so investors should treat them as expectations rather than facts. ⚠️

Analysts turned more bullish on AI infrastructure, solar and biotech while taking a more cautious stance on several consumer and software names. 🐯 Hi Tigers, here’s the setup: Wall Street was busy reshuffling its stock calls last week, with analysts reassessing companies across semiconductors, solar, biotech, software and retail. The bullish side was led by $Advanced Micro Devices(AMD)$, $Argenx SE(ARGX)$, $SolarEdge(SEDG)$, $First Solar(FSLR)$ and $Synopsys(SNPS)$, where analysts saw improving growth

$Pasqal Holding SA(PSQL)$’s first Nasdaq session placed a public-market price on one of Europe’s leading neutral-atom quantum-computing companies. The technology is serious and the fresh capital is useful, but Friday’s violent price action showed how quickly a scientific thesis can become a valuation thesis. The business combination with Bleichroeder Acquisition Corp. II closed on August 27, after shareholders approved it on August 25, and Pasqal began trading as PSQL on August 28. The transaction delivered approximately $360 million at closing. The companies’ completion announcement confirms the chronology and proceeds. Pasqal traps and manipulates neutral atoms with lasers, an architecture intended to scale qubit counts while limiting some fabri

😀Hi Tigers, As the Q2 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 August 31 and September 4. 🎁Weekly Higher EPS Estimates: AVGO, PANW, DELL, MDT, SNOW & 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 r

Following last weekend’s Jackson Hole symposium, Fed Chair Kevin Warsh delivered a relatively hawkish message, prompting the market to reassess and reprice the timing of U.S. interest-rate hikes. According to the current FedWatch data, the probability of a rate hike at the end of September is slightly above 50%. This implies that the next round of nonfarm payroll and inflation data to be released next month could play an important role. From a data perspective, the probability of a rate hike surged by nearly 20 percentage points within just one week, driven entirely by Warsh’s remarks rather than by any other major economic data releases. However, based on historical experience, only probabilities above 70% tend to produce near-certain outcomes. With the current probability still below 60%

Nvidia has largely answered the question of whether AI demand remains strong. Investors are now examining how its customers finance GPU purchases—and how much risk Nvidia is assuming to keep the infrastructure boom moving. Nvidia jumped 8.7% in the first session after earnings, lifting the Philadelphia Semiconductor Index by 2.3%. One day later, NVDA fell 4.6%. Fed Chair Kevin Warsh’s hawkish remarks pushed Treasury yields and rate-hike expectations higher, but monetary policy was not the whole story. Friday’s decline was likely driven by three overlapping factors: Higher rates pressured technology valuations. Investors took profits after Thursday’s 8.7% surge. Concerns about circular financing, customer spending and falling margins returned to the spotlight. The earnings were genuinely st

August 31 — Last Day of Summer, First Day of Reckoning Three things I'm watching as we close out August and head into what is historically the market's worst month. 1. The Warsh overhang is real Friday's Jackson Hole speech was more hawkish than the market wanted. Warsh said inflation is "too high" and the Fed "has more work to do" — stopping just short of explicitly telegraphing a September hike. With the FOMC meeting on September 16, the probability of a hike has moved from one-in-three to above one-in-two. That repricing isn't fully done. High-multiple tech — NVDA, MRVL, BE — faces continued multiple compression if the long end o 2. The "buy the earnings beat" trade is broken this cycle MRVL beat on revenue and EPS, guided to 50% growth, and fell 10%. A week earlier MU did the same. The

September 9 is becoming the next         date to watch cause things can go       two ways in stocks and gold.                 Interest rise stocks gold lower dollar  higher no rise more of same with increase stocks gold over time up dollar weaker. Crpto all on clarity act and rate decision. So hold tight could be very interesting. 

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

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Ltd (1141.HK) announced earnings for its first half that Increased, from last year The company's earnings totaled HK$139.64 million, or HK$0.1273 per share. This compares with HK$117.93 million, or HK$0.1073 per share, last year. The company's revenue for the period rose 10.5% to HK$302.02 million from HK$273.22 million last year. CMBC Capital Holdings Ltd earnings at a glance (GAAP) : -Earnings: HK$139.64 Mln. vs. HK$117.93 Mln. last year. -EPS: HK$0.1273 vs. HK$0.1073 last year. -Revenue: HK$302.02 Mln vs. HK$273.22 Mln last year.

The U.S. stock market closed the week of August 24–28, 2026, on a resilient note, with major indexes posting solid weekly gains despite a late-day modest retreat on Friday. Driving the market's upward momentum was a powerful wave of corporate earnings, led primarily by mega-cap technology and hardware infrastructure firms reporting robust artificial intelligence monetization and strong enterprise spending. Throughout the week, the $S&P 500(.SPX)$ S&P 500 and $NASDAQ(.IXIC)$ Nasdaq Composite consistently pushed toward near-record levels before encountering mild end-of-month rebalancing and profit-taking ahead of the weekend. In this article, we would like to share what we think investors should lo

Wall Street has stopped playing nicely Roblox has become a fascinating stock because Wall Street cannot seem to agree on what it is worth — and, more importantly, what kind of company it will become. The disagreement has intensified in recent months. Bank of America slashed its price target from $165 to $48 and moved to Neutral. JPMorgan cut its target from $75 to $50. Morgan Stanley subsequently reduced its target to $55 on 31 July while retaining an Overweight rating. That distinction matters. Morgan Stanley is effectively saying Roblox's long-term opportunity remains attractive while acknowledging that the near-term economics have deteriorated substantially. Wall Street isn't simply divided. The consensus itself has been moving rapidly lower. At $38.53 on 28 August,

For me, AMD’s upgrade is the most important call of the week. The interesting part isn’t simply the $641 price target, but the changing definition of the AI infrastructure trade. Investors have spent years focusing on GPUs, yet the AI data center is an ecosystem: CPUs, networking, memory, power and software all have to scale together. AMD is well positioned to benefit from this broader spending cycle, especially if server CPU demand continues expanding and AMD captures more share. I also like the risk/reward argument here. Unlike a pure momentum upgrade, the thesis is tied to a potentially much larger addressable market and earnings leverage. The key question now is valuation. If AMD can translate AI-driven infrastructure spending into sustainable cash-flow growth, the stock could have an

$Bumitama Agri(P8Z.SI)$ 2.5 Target Price   Bumitama Agri's stock outlook looks promising, with analysts predicting a positive trend. The company's share price is expected to rise over the next 12 months, with an average price target of SGD$2.5, representing a 18% upside from the current price. *Key Highlights:* - *Revenue Growth*: Bumitama Agri is expected to achieve double-digit revenue growth, driven by healthy orders from biodiesel customers. - *Dividend Yield*: The company offers a dividend yield of 2.9%, with a history of increasing dividend payments. - *Analyst Ratings*: Bumitama Agri has a Strong Buy consensus rating, with analysts from Maybank Research, DBS Research, and UOB Kay Hian maintaining a Buy rating. *Price Targets:* - *Hig

🌟🌟🌟Physical property ownership can be an exhausting, emotionally draining full time job, dealing with tenants, hoping they pay on time and don't trash your place.  Instead of draining your life savings to buy a single SGD 1.5 million small suburban condo, why not invest in Singapore Real Estate Investment Trusts or SReits? SReits grant you fractional ownership of Singapore's iconic skyline, humming industrial hubs and essential retail centres.  All with a fraction of the cost, zero tenant horror stories and cash distributions straight into your bank account. The Newbie Verdict: Are SReits Good for Beginners? If you are a new investor dipping your toes into the market, the short answer is Yes.  SReits are arguably one of the best starter assets available. Here is why they are

If I had to choose one stock from this week’s list, AVGO would be my top pick. Rising EPS expectations are encouraging, but the real story is whether Broadcom can turn AI infrastructure demand into durable earnings growth. With AI accelerators, networking and custom silicon becoming increasingly important, its earnings guidance could be more important than the headline EPS beat. For dividend investors, GS also stands out. Its strong capital position and shareholder returns make it more attractive than simply chasing the highest yield. My strategy is simple: AVGO for AI-driven growth, GS for quality and income. I would focus less on whether EPS merely beats estimates and more on forward guidance, margins and free-cash-flow growth. Those numbers will determine whether the rally can continue