To The Moon

$IX Biopharma(42C.SI)$ 0.8 Target Price. --Ix Biopharama Medical Breakthrough-- iX Biopharma achieved a major medical and commercial breakthrough with Wafermine, its patented sublingual (under-the-tongue) ketamine wafer for non-opioid acute pain management. --The Core Technology-- WaferiXFast Absorption: Wafers dissolve sublingually in minutes, letting active ingredients enter the bloodstream directly and bypass the gut. High Bioavailability: Provides a needle-free, predictable alternative to intravenous infusions or standard oral pills. Drug Repurposing: Applies the delivery system to central nervous system agents and other urgent indications. --Key Pipeline & Commercial Milestones-- Backed by a US$40.95 million contract from the US De

$Silvercorp Metals Inc(SVM)$ 15 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026, wit

After the recent pullback across memory stocks, Micron ($MU) is back on my watchlist. 💾 What interests me isn’t just the rebound potential — it’s whether AI-driven HBM demand is translating into sustainable pricing, stronger margins and higher earnings. 🟢 Bull case: AI data-center spending stays strong → HBM demand remains tight → memory pricing supports margins. 🔴 Risk: Expectations are already high. If pricing momentum slows or AI spending gets more selective, the valuation could come under pressure. 📅 Sept. 30 earnings could be the next major test. I’ll be watching HBM demand, pricing, margins and guidance closely. My question: Is MU’s pullback a chance to reset, or is the market warning that the memory trade has run too far? 👀

After Monday’s AI-driven selloff, AMD bounced hard on Tuesday, putting the stock back on my watchlist today. But I’m less interested in the rebound itself and more interested in what it tells us about AI spending expectations. 📈 Why AMD is interesting The broader AI slowdown debate has raised questions about whether hyperscalers will eventually reduce compute spending. AMD’s rebound suggests investors may be treating the recent weakness as a reset in expectations rather than a fundamental break in AI demand. The bigger opportunity is AMD’s position across data-center GPUs, CPUs and AI accelerators. If AI infrastructure spending remains strong, AMD has multiple ways to participate. ⚠️ What could go wrong? The market already expects significant AI growth from AMD. If data-center spending slo

Ford to watch....

Hedging the Event, Not Predicting It The market is heading into the Fed decision with enough warning signs to make me cautious, but not enough confirmation to justify an outright bearish call. My plan is therefore simple: reduce the cost of being wrong rather than pretend I know what the announcement will bring. The trade I am considering is a small October put debit spread on SPY. This is a planned hedge, not an order or a completed fill. There are several reasons for the caution. The broad market has slipped below an important moving average, technology has produced consecutive weak closes and semiconductors continue to test the same support area. Repeated tests can weaken a level even when price has not broken down decisively. At the same time, the long end of the bond market remains

Mega cap companies. As even if the rate increase by 0.25bp, it will not affect them as they are cash rich. 

yes same here.. no 4. what will happened after the announcement is made. if I were to stay awake till 230pm.. will it be worth the wait.. forsaking sleep to see how to grow my retirement portfolio...

I think 3.

ai drop

For me, the 25bp hike is no longer the main story because it is largely priced in. I am more interested in the dot plot and how Chair Warsh frames the path ahead. If the Fed signals higher-for-longer rates, growth stocks and semiconductors could face renewed valuation pressure. My base case remains 25bp, but I am watching whether the 2026 and 2027 rate paths move higher. If the dot plot stays contained and guidance remains data-dependent, the market could see a “sell the rumor, buy the fact” reaction. A higher rate path, however, could keep Treasury yields and the dollar firm. Personally, I am not making a major move based on the headline alone. I would rather wait for the dot plot and press conference before deciding whether this is another tightening cycle or simply a one-off adjustment

I’m choosing ④ The real move comes after the press conference. A 25bp hike is already largely priced in, so the headline decision itself may not be the biggest market catalyst. The real question is what comes next. With inflation still sticky and the labor market relatively resilient, investors need to know whether the Fed sees this hike as a one-off adjustment or the start of a longer tightening phase. For me, three signals matter most: the dot plot, the projected 2026–27 rate path, and Chair Warsh’s comments. If the rate path stays contained, markets could breathe a sigh of relief. But if policymakers signal “higher for longer,” Treasury yields could rise again, putting pressure on high-valuation growth stocks. My vote: ④ — the message matters more than the 25bp.

The Fed decision tonight is important, but the market may already have moved beyond the first question. A 25bp hike is now largely priced in, which means the bigger issue is no longer simply “Will the Fed hike?” but “Does this mark the start of another tightening cycle, or is it just a one-off adjustment?” If the Fed raises rates by 25bp as expected, the target range would move higher again, but the market reaction will likely depend much more on the new dot plot and the tone of the press conference than on the headline rate move itself. The reason expectations shifted so quickly is that the latest inflation data have remained uncomfortable while the labor market has not weakened enough to give the Fed much room to ignore it. CPI and PPI both showed renewed price pressure, while payroll gr

$NVIDIA(NVDA)$   Analysts are saying Nvidia could hit 920.09 dollars by 2030, a projection that has many investors assessing whether NVDA still has room to run after years of explosive gains. Nvidia Corp (NASDAQ:NVDA) has evolved from a graphics-chip manufacturer into the backbone of the modern artificial intelligence boom. As companies scale generative AI, autonomous systems and data-intensive cloud applications, Nvidia's GPUs have become central infrastructure powering these technological shifts. After soaring 171 percent in 2024 and adding another 26 percent in 2025, many investors are now weighing whether Nvidia's valuation still leaves enough room for meaningful future gains. This forecast examines Nvidia's

$NVIDIA(NVDA)$   Analysts are saying Nvidia could hit 920.09 dollars by 2030, a projection that has many investors assessing whether NVDA still has room to run after years of explosive gains. Nvidia Corp (NASDAQ:NVDA) has evolved from a graphics-chip manufacturer into the backbone of the modern artificial intelligence boom. As companies scale generative AI, autonomous systems and data-intensive cloud applications, Nvidia's GPUs have become central infrastructure powering these technological shifts. After soaring 171 percent in 2024 and adding another 26 percent in 2025, many investors are now weighing whether Nvidia's valuation still leaves enough room for meaningful future gains. This forecast examines Nvidia'

[你懂的]   Rambus ($RMBS). Rambus doesn’t build GPUs. Instead, it develops memory interface chips and semiconductor IP — technology that helps move data between processors and high-speed memory. And that could become increasingly important as AI servers demand more memory bandwidth. Why RMBS is interesting Rambus reported $207.4 million in Q2 2026 revenue, up 20% year over year, beating the high end of its previous guidance. Non-GAAP EPS came in at $0.77. Even more interesting: the company ended the quarter with roughly $825 million in cash and marketable securities and no debt. That gives RMBS something many speculative AI names don't have: real revenue + real profits + a strong balance sheet. The bigger story is AI memory. The industry has focused heavily on GPUs and HBM, but

A, META caught my attention most. JPMorgan's case makes sense to me because Meta already has huge distribution, a strong ad business and multiple ways to monetise AI if Muse gains real adoption. The main question is whether the enormous AI capex eventually produces enough incremental earnings. B, NBIS is the one I'd question most. I like the AI infrastructure growth story, but a $355 target after such a huge run requires a lot of future growth to go right. At that valuation, execution, utilisation and capex discipline matter just as much as revenue growth. LAC is interesting too, but that call depends heavily on where lithium prices go, while Morgan Stanley's caution on NVO looks more understandable given slowing growth and increasing GLP-1 competition.

Tonight, I reviewed the fundamental backdrop through four lenses: Fed tightening and risks around the Strait of Hormuz and Bab el Mandeb; the World Gold Council report ahead of a packed central-bank week; China’s financial-sector agenda alongside inflation data; and the AI leaders amid US-China tariff tensions. I then mapped the next positioning framework around persistent rate pressure, rising debt burdens, Middle East risks, gold ETF flows, central-bank policy, and shifts across gold, silver and oil. The outlook also reflects energy costs, compute demand, softer AI momentum, distillation allegations, tariff risks and the yuan, which together will shape medium- to long-term capital flows and asset allocation. $标普500ETF(SPY)$

$QAF(Q01.SI)$ 1.2 Target Price --Overview of QAF -- QAF Limited (SGX: Q01), a regional multi-brand food player known for flagship brands like Gardenia and Cowhead, drives its operational growth through core distribution network expansion, brand power, supply chain scale, and disciplined capital allocation. --Growth Catalysts for QAF-- 1). Dominant Market Leadership & Pricing Power (Bakery Division): As a market leader in packaged bread across Singapore, Malaysia, and the Philippines under the Gardenia banner, QAF maintains structural pricing power. Strong brand equity allows the group to pass on elevated raw material (wheat, flour) and energy costs to retail prices without severe volume destruction. 2). Expansion of Distribution & Tradin

Why Mapletree Is DUMPING 22 US Data Centers - The AI Trap? https://youtu.be/i96WNqYBG8A $Mapletree Ind Tr(ME8U.SI)$  $Mapletree Log Tr(M44U.SI)$  $Mapletree PanAsia Com Tr(N2IU.SI)$  

$IX Biopharma(42C.SI)$ 0.8 Target Price. --Ix Biopharama Medical Breakthrough-- iX Biopharma achieved a major medical and commercial breakthrough with Wafermine, its patented sublingual (under-the-tongue) ketamine wafer for non-opioid acute pain management. --The Core Technology-- WaferiXFast Absorption: Wafers dissolve sublingually in minutes, letting active ingredients enter the bloodstream directly and bypass the gut. High Bioavailability: Provides a needle-free, predictable alternative to intravenous infusions or standard oral pills. Drug Repurposing: Applies the delivery system to central nervous system agents and other urgent indications. --Key Pipeline & Commercial Milestones-- Backed by a US$40.95 million contract from the US De

Tonight, I reviewed the fundamental backdrop through four lenses: Fed tightening and risks around the Strait of Hormuz and Bab el Mandeb; the World Gold Council report ahead of a packed central-bank week; China’s financial-sector agenda alongside inflation data; and the AI leaders amid US-China tariff tensions. I then mapped the next positioning framework around persistent rate pressure, rising debt burdens, Middle East risks, gold ETF flows, central-bank policy, and shifts across gold, silver and oil. The outlook also reflects energy costs, compute demand, softer AI momentum, distillation allegations, tariff risks and the yuan, which together will shape medium- to long-term capital flows and asset allocation. $标普500ETF(SPY)$

The Fed decision tonight is important, but the market may already have moved beyond the first question. A 25bp hike is now largely priced in, which means the bigger issue is no longer simply “Will the Fed hike?” but “Does this mark the start of another tightening cycle, or is it just a one-off adjustment?” If the Fed raises rates by 25bp as expected, the target range would move higher again, but the market reaction will likely depend much more on the new dot plot and the tone of the press conference than on the headline rate move itself. The reason expectations shifted so quickly is that the latest inflation data have remained uncomfortable while the labor market has not weakened enough to give the Fed much room to ignore it. CPI and PPI both showed renewed price pressure, while payroll gr

Hedging the Event, Not Predicting It The market is heading into the Fed decision with enough warning signs to make me cautious, but not enough confirmation to justify an outright bearish call. My plan is therefore simple: reduce the cost of being wrong rather than pretend I know what the announcement will bring. The trade I am considering is a small October put debit spread on SPY. This is a planned hedge, not an order or a completed fill. There are several reasons for the caution. The broad market has slipped below an important moving average, technology has produced consecutive weak closes and semiconductors continue to test the same support area. Repeated tests can weaken a level even when price has not broken down decisively. At the same time, the long end of the bond market remains

$Silvercorp Metals Inc(SVM)$ 15 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026, wit

After Monday’s AI-driven selloff, AMD bounced hard on Tuesday, putting the stock back on my watchlist today. But I’m less interested in the rebound itself and more interested in what it tells us about AI spending expectations. 📈 Why AMD is interesting The broader AI slowdown debate has raised questions about whether hyperscalers will eventually reduce compute spending. AMD’s rebound suggests investors may be treating the recent weakness as a reset in expectations rather than a fundamental break in AI demand. The bigger opportunity is AMD’s position across data-center GPUs, CPUs and AI accelerators. If AI infrastructure spending remains strong, AMD has multiple ways to participate. ⚠️ What could go wrong? The market already expects significant AI growth from AMD. If data-center spending slo

$NVIDIA(NVDA)$   Analysts are saying Nvidia could hit 920.09 dollars by 2030, a projection that has many investors assessing whether NVDA still has room to run after years of explosive gains. Nvidia Corp (NASDAQ:NVDA) has evolved from a graphics-chip manufacturer into the backbone of the modern artificial intelligence boom. As companies scale generative AI, autonomous systems and data-intensive cloud applications, Nvidia's GPUs have become central infrastructure powering these technological shifts. After soaring 171 percent in 2024 and adding another 26 percent in 2025, many investors are now weighing whether Nvidia's valuation still leaves enough room for meaningful future gains. This forecast examines Nvidia's

$NVIDIA(NVDA)$   Analysts are saying Nvidia could hit 920.09 dollars by 2030, a projection that has many investors assessing whether NVDA still has room to run after years of explosive gains. Nvidia Corp (NASDAQ:NVDA) has evolved from a graphics-chip manufacturer into the backbone of the modern artificial intelligence boom. As companies scale generative AI, autonomous systems and data-intensive cloud applications, Nvidia's GPUs have become central infrastructure powering these technological shifts. After soaring 171 percent in 2024 and adding another 26 percent in 2025, many investors are now weighing whether Nvidia's valuation still leaves enough room for meaningful future gains. This forecast examines Nvidia'

[你懂的]   Rambus ($RMBS). Rambus doesn’t build GPUs. Instead, it develops memory interface chips and semiconductor IP — technology that helps move data between processors and high-speed memory. And that could become increasingly important as AI servers demand more memory bandwidth. Why RMBS is interesting Rambus reported $207.4 million in Q2 2026 revenue, up 20% year over year, beating the high end of its previous guidance. Non-GAAP EPS came in at $0.77. Even more interesting: the company ended the quarter with roughly $825 million in cash and marketable securities and no debt. That gives RMBS something many speculative AI names don't have: real revenue + real profits + a strong balance sheet. The bigger story is AI memory. The industry has focused heavily on GPUs and HBM, but

After the recent pullback across memory stocks, Micron ($MU) is back on my watchlist. 💾 What interests me isn’t just the rebound potential — it’s whether AI-driven HBM demand is translating into sustainable pricing, stronger margins and higher earnings. 🟢 Bull case: AI data-center spending stays strong → HBM demand remains tight → memory pricing supports margins. 🔴 Risk: Expectations are already high. If pricing momentum slows or AI spending gets more selective, the valuation could come under pressure. 📅 Sept. 30 earnings could be the next major test. I’ll be watching HBM demand, pricing, margins and guidance closely. My question: Is MU’s pullback a chance to reset, or is the market warning that the memory trade has run too far? 👀

$QAF(Q01.SI)$ 1.2 Target Price --Overview of QAF -- QAF Limited (SGX: Q01), a regional multi-brand food player known for flagship brands like Gardenia and Cowhead, drives its operational growth through core distribution network expansion, brand power, supply chain scale, and disciplined capital allocation. --Growth Catalysts for QAF-- 1). Dominant Market Leadership & Pricing Power (Bakery Division): As a market leader in packaged bread across Singapore, Malaysia, and the Philippines under the Gardenia banner, QAF maintains structural pricing power. Strong brand equity allows the group to pass on elevated raw material (wheat, flour) and energy costs to retail prices without severe volume destruction. 2). Expansion of Distribution & Tradin

# Patience Into the Fed, With One Selective Setup The market is giving me two messages at once. The equal-weight index has lost its 50-day moving average and the broader trend has weakened, while the Nasdaq and semiconductors are sitting near levels where a bounce could develop. With the Fed decision so close, I do not need to force those mixed signals into a confident market call. My main takeaway is to stay selective. The only fresh setup I am considering is an October call debit spread in ARKG. This is a trade plan, not an order or a fill. What interests me is the quality of the decision point. ARKG has pulled back toward an area that previously acted as resistance, met its 34-day moving average and produced a bullish reversal. The proposed spread keeps the risk defined, places the upsi

Wall Street returned from the Labor Day break to a volatile four-day trading week, but analyst research showed something more interesting than a simple risk-off story. Institutions continued to raise conviction in selected AI, semiconductor, defense, healthcare and industrial names, while turning more cautious on parts of healthcare, consumer stocks and cybersecurity. The calls also showed increasing stock-level dispersion. Analysts were upgrading one company while downgrading a direct peer in the same sector, suggesting that Wall Street is becoming more selective rather than making broad sector-wide calls. Here are some of the most notable rating changes from September 8–11, organized day by day. Tuesday, Sept. 8 — Chips and Defense Start the Week Strong Tuesday's calls leaned constructiv

For me, the 25bp hike is no longer the main story because it is largely priced in. I am more interested in the dot plot and how Chair Warsh frames the path ahead. If the Fed signals higher-for-longer rates, growth stocks and semiconductors could face renewed valuation pressure. My base case remains 25bp, but I am watching whether the 2026 and 2027 rate paths move higher. If the dot plot stays contained and guidance remains data-dependent, the market could see a “sell the rumor, buy the fact” reaction. A higher rate path, however, could keep Treasury yields and the dollar firm. Personally, I am not making a major move based on the headline alone. I would rather wait for the dot plot and press conference before deciding whether this is another tightening cycle or simply a one-off adjustment

This week’s FOMC meeting will set the near- to medium-term rhythm for markets. But the key issue is not simply whether the Fed raises rates; it is how Treasury yields at the front end and long end of the curve will be repriced. The 10-year Treasury yield is now approaching—or has already touched—the sensitive 5% threshold. Markets are concerned both that further increases in long-dated yields could crush richly valued assets and that excessive policy tightening could push up front-end rates and quickly hit equities. In our view, four possible meeting outcomes could unfold this week. All ultimately revolve around the tug-of-war between the front end and the long end of the yield curve, although the implications for individual asset classes differ across scenarios. A Tense Yield Environment

On September 4, the 2026 Enterprise AI Development Conference, hosted by Training magazine under Xinhua Daily Media Group, opened in Hangzhou. The event brought together more than 750 enterprises and over 200 AI technology companies and ecosystem partners, connecting business leaders and experts across enterprise operations, AI, and talent development. Alan Wang, Vice President of YXT.com Group Holding Limited ( $云学堂(YXT)$ ), delivered a keynote speech titled “Accelerating Talent Development and Business Growth with AI,” sharing YXT’s perspective on how enterprise AI can move beyond experimentation and become embedded into real business environments to create measurable impact. As AI-powered workplace and learning applications rapidly emerge, enter

U.S. markets showed a striking divergence overnight. As investors worried that calls to slow frontier AI development could eventually cool spending on GPUs, HBM and data centers, semiconductor names came under pressure. At the same time, cybersecurity stocks surged. CrowdStrike, Palo Alto Networks, Zscaler and Fortinet all moved sharply higher. The same “AI risk” narrative was hitting chips while pushing security software into the spotlight. The more important takeaway is not simply that money rotated from hardware into software. The bigger question is whether cybersecurity is becoming a mandatory layer of AI CapEx. Once AI agents start connecting to email, code repositories, databases, CRM systems and payment tools, AI is no longer just reading information. It can call tools, modify files

💬 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 hit fresh all-time highs as of September 11, 2026. The top 10 span integrated oil majors, independent refiners, AI-era cybersecurity, connectivity-cloud infrastructure, South Korean banking, and global freight logistics. The spread reflects a crude and refined-product supercycle (Brent back above $100/bbl, refining margins at multi-year highs driving triple-digit refiner gains), an "agentic AI" security land-grab lifting cybersecurity and cloud-connectivity names on accelerating ARR, strong capital returns and M&A at the energy majors, a fee-income boom in Korean financials, and Middle East-driven air-freight ca

On September 14, 2026, U.S. stock markets experienced a sharp, highly concentrated pullback, driven by an artificial intelligence (AI) hardware selloff after prominent industry leaders—most notably Anthropic CEO Dario Amodei—advocated for a temporary slowdown in frontier model development over safety and systemic risk concerns. In this article, we will be discussing how the AI realignment is happening, how we can look out for market rotation, what is the impact of Fed Rate outlook? Lastly would be about Portfolio Strategy & 3 ETFs. 1. The Catalyst: The September 14 AI Selloff & Macro Backdrop The global equity selloff on Monday, September 14, 2026, marked a significant inflection point in market sentiment. The primary catalyst was an unexpected essay published by Anthropic CEO Dari

I’m choosing ④ The real move comes after the press conference. A 25bp hike is already largely priced in, so the headline decision itself may not be the biggest market catalyst. The real question is what comes next. With inflation still sticky and the labor market relatively resilient, investors need to know whether the Fed sees this hike as a one-off adjustment or the start of a longer tightening phase. For me, three signals matter most: the dot plot, the projected 2026–27 rate path, and Chair Warsh’s comments. If the rate path stays contained, markets could breathe a sigh of relief. But if policymakers signal “higher for longer,” Treasury yields could rise again, putting pressure on high-valuation growth stocks. My vote: ④ — the message matters more than the 25bp.