To The Moon

August is coming to an end, and September is just around the corner. Take a moment to look back at every buy, sell, and decision you made this month: What did you get right? What would you rethink? And if you could do it all over again, what would you do differently? Growth in trading doesn’t come from profits alone. It also comes from reflecting on every trade and learning from the experience. A successful trade is worth understanding—what made it work? An unsuccessful one is just as valuable—what could have been done differently? A meaningful review isn’t about judging your past self. It’s about helping your future self make better decisions and avoid the same mistakes. 📝 This Week’s Topic August Trading Recap: Reflect, Learn & Plan for September Share your August trading recap + Sep

Last week’s market looked calm, but beneath the surface, risks were rising. The S&P 500 edged higher, while Hong Kong stocks weakened as profit-taking hit technology names. In the U.S., Warsh’s hawkish tone and sticky PCE inflation pushed Treasury yields sharply higher, keeping September rate-policy uncertainty alive. This week, the spotlight shifts to jobs. A weak payroll report could revive rate-cut expectations and support equities, while stronger employment may keep yields elevated and pressure high-valuation growth stocks. Earnings are equally important. Broadcom and Dell will test whether AI infrastructure spending remains strong, while Palo Alto Networks, MongoDB and Snowflake could show whether AI demand is spreading into software. My strategy: don’t chase short-term momentum.

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

As September 2026 arrives, the best approach is to transition from monitoring past shocks to tracking concrete data execution.  Keep a close eye on the launch of the Treasury's expanded buybacks to see if the market absorbs the liquidity smoothly, and watch if the VIX stabilizes to signal a true return of investor confidence.  $NASDAQ(.IXIC)$   $S&P 500(.SPX)$   For REIT investors, the high-profile distress in Singapore highlights the absolute necessity of auditing portfolio leverage and management stability before allocating new capital.  $EC World Reit(BWCU.SI)$   $Eagle HT

If I judged August purely by my portfolio, it would be a pretty strange month to review. My positions were small. Some were short-lived. There were buys, sells, changes of plan and at least one period where I bought $BE and then watched it fluctuate like it had taken my purchase personally. 😂 But the biggest reason my portfolio looked the way it did had very little to do with the market. Real life happened. I needed access to money for personal circumstances, which meant selling investments earlier than I might otherwise have chosen. At first, that felt frustrating. We spend so much time talking about finding great companies, building conviction and holding for the long term. But August taught me something I think is just as important: Your investment strategy has to survive your real life

Reflect on August, Plan for September: What the Market Taught Me August was a good reminder that investing is not simply about being right. It is about being right for the right reason, at the right price, with the right position size. Looking back at my August trading, the biggest lesson was not a particular stock or a particular return. It was learning to distinguish between a good company, a good story, and a good trade. They are three completely different things. ① August Recap — What Did I Get Right? The trade I am most satisfied with this month was staying focused on the areas where earnings and fundamentals were actually improving, rather than blindly chasing whatever stock was moving the most. AI infrastructure remained one of the strongest structural themes. NVIDIA's latest result

I believe most market participants currently recognize that U.S. equities are at an extremely delicate point of equilibrium. Technically, the S&P 500 has already fallen below its 20-day moving average, and bearish sentiment has intensified sharply. At the fundamental level, however, the fragile balance among U.S. Treasuries, U.S. equities, confidence in the U.S. dollar, and inflation expectations remains unchanged. The Treasury’s expansion of its long-term Treasury buyback program may appear to stabilize the market, but in the face of rapidly rising debt and elevated interest costs, the measure looks more like an attempt to buy time than to solve the underlying problem. $标普500(.SPX)$

The S&P 500 recently pushed into record territory, but this is exactly where I think discipline becomes important. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ When markets are running hard, FOMO can make everything look like a buy. 🐂 WHY I'M STILL BULLISH • AI investment remains a major growth driver • Strong companies continue delivering earnings growth • Cooling inflation could support equities • Lower yields would provide another tailwind ⚠️ WHY I'M STAYING CAUTIOUS • Some tech valuations are getting stretched • Semic

. Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2

micron n adobe going to be bullish for next30days

Good

Good

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

Thanks for the rewards!

Thank you @TigerStars and congrats to the other winner. [Love]

Replying to @InverseCramer:waiting for mummy to buy biscuits for me//@InverseCramer:Wow congrats @Shernice軒嬣 2000 !

Thank you for the voucher @TigerStars

Wow congrats @Shernice軒嬣 2000 !

[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 @Shyon $15 @Papa Bear $15 @koolgal $10 @Terra_Incognita $10 @JC888 This award

CRM, NFLX, ABDE.

mu, crm, adbe

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

Last week’s market looked calm, but beneath the surface, risks were rising. The S&P 500 edged higher, while Hong Kong stocks weakened as profit-taking hit technology names. In the U.S., Warsh’s hawkish tone and sticky PCE inflation pushed Treasury yields sharply higher, keeping September rate-policy uncertainty alive. This week, the spotlight shifts to jobs. A weak payroll report could revive rate-cut expectations and support equities, while stronger employment may keep yields elevated and pressure high-valuation growth stocks. Earnings are equally important. Broadcom and Dell will test whether AI infrastructure spending remains strong, while Palo Alto Networks, MongoDB and Snowflake could show whether AI demand is spreading into software. My strategy: don’t chase short-term momentum.

If I judged August purely by my portfolio, it would be a pretty strange month to review. My positions were small. Some were short-lived. There were buys, sells, changes of plan and at least one period where I bought $BE and then watched it fluctuate like it had taken my purchase personally. 😂 But the biggest reason my portfolio looked the way it did had very little to do with the market. Real life happened. I needed access to money for personal circumstances, which meant selling investments earlier than I might otherwise have chosen. At first, that felt frustrating. We spend so much time talking about finding great companies, building conviction and holding for the long term. But August taught me something I think is just as important: Your investment strategy has to survive your real life

Reflect on August, Plan for September: What the Market Taught Me August was a good reminder that investing is not simply about being right. It is about being right for the right reason, at the right price, with the right position size. Looking back at my August trading, the biggest lesson was not a particular stock or a particular return. It was learning to distinguish between a good company, a good story, and a good trade. They are three completely different things. ① August Recap — What Did I Get Right? The trade I am most satisfied with this month was staying focused on the areas where earnings and fundamentals were actually improving, rather than blindly chasing whatever stock was moving the most. AI infrastructure remained one of the strongest structural themes. NVIDIA's latest result

August is coming to an end, and September is just around the corner. Take a moment to look back at every buy, sell, and decision you made this month: What did you get right? What would you rethink? And if you could do it all over again, what would you do differently? Growth in trading doesn’t come from profits alone. It also comes from reflecting on every trade and learning from the experience. A successful trade is worth understanding—what made it work? An unsuccessful one is just as valuable—what could have been done differently? A meaningful review isn’t about judging your past self. It’s about helping your future self make better decisions and avoid the same mistakes. 📝 This Week’s Topic August Trading Recap: Reflect, Learn & Plan for September Share your August trading recap + Sep

As September 2026 arrives, the best approach is to transition from monitoring past shocks to tracking concrete data execution.  Keep a close eye on the launch of the Treasury's expanded buybacks to see if the market absorbs the liquidity smoothly, and watch if the VIX stabilizes to signal a true return of investor confidence.  $NASDAQ(.IXIC)$   $S&P 500(.SPX)$   For REIT investors, the high-profile distress in Singapore highlights the absolute necessity of auditing portfolio leverage and management stability before allocating new capital.  $EC World Reit(BWCU.SI)$   $Eagle HT

I believe most market participants currently recognize that U.S. equities are at an extremely delicate point of equilibrium. Technically, the S&P 500 has already fallen below its 20-day moving average, and bearish sentiment has intensified sharply. At the fundamental level, however, the fragile balance among U.S. Treasuries, U.S. equities, confidence in the U.S. dollar, and inflation expectations remains unchanged. The Treasury’s expansion of its long-term Treasury buyback program may appear to stabilize the market, but in the face of rapidly rising debt and elevated interest costs, the measure looks more like an attempt to buy time than to solve the underlying problem. $标普500(.SPX)$

The S&P 500 recently pushed into record territory, but this is exactly where I think discipline becomes important. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ When markets are running hard, FOMO can make everything look like a buy. 🐂 WHY I'M STILL BULLISH • AI investment remains a major growth driver • Strong companies continue delivering earnings growth • Cooling inflation could support equities • Lower yields would provide another tailwind ⚠️ WHY I'M STAYING CAUTIOUS • Some tech valuations are getting stretched • Semic

. Of late, the US stock market is showing valuation patterns that have historically preceded major downturns. Just to be clear, it does not mean that a crash is imminent or certain. Warnings. Looking across key economic indicators and corporate valuation metrics, the US equity market exhibits several clear, historical warning signs of structural vulnerability: (1) Metrics valuations. a) The Shiller CAPE Ratio: Measuring price versus 10-year inflation-adjusted earnings, this ratio has consistently stayed above 40 since May 2026. Outside of recent trading, the late-1990s dot-com bubble was the only other period in US history where this metric remained above 40 for an extended time. b) The Buffett Indicator: Total US stock-market value divided by US GDP, currently stands at a record roughly 2

👋 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

New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. $AeroVironment(AVAV)$ is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d

Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c

Hello. The last of this week's AI hardware papers came in overnight, and both were sold. $Applied Materials(AMAT)$ earned US$3.50 a share, ahead of forecasts, grew revenue 25 per cent year on year, said AI-related demand hit a record, and guided next-quarter revenue above Wall Street expectations. It closed down 2.48 per cent and fell another 5.13 per cent after hours, to US$507.11. $Coherent(COHR)$ was starker. Its report the previous evening beat on both lines — earnings of US$1.74 a share against US$1.6474 expected, revenue of US$2.046 billion against US$2.025 billion — and it closed down 7.99 per cent yesterday at US$327.23, giving back the whole of the prior day's 8.24

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ With Trump pushing for a cut in capital gains tax, which on the surface it does benefit the wealthy the most. However, it does mean its more favorable than ever as a retail investor to invest in the US market. With all the optimism taken into account, please do take precaution. Do not chase the companies that have already ran up, set your profit taking margins and stop losses. Develop your own system and stick to it until it breaks, then evaluate and adjust it accordingly. Always remember, the market only reward investors who stay invested. By having strict rules and system, it ensures that you get to stay in the market on the long run, while st

[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1. Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 @Shyon $15 @Papa Bear $15 @koolgal $10 @Terra_Incognita $10 @JC888 This award

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ With the key indices such as S and P 500, QQQ kept breaking new highs, driven by tech stocks, how much does it need to run before its considered a bubble? A weaker consumer index, a higher than predicted CPI number does not seem to quench the thirst of tech bulls. So continue chasing the hype, or position ourselves for a potential retracement? Share your views in the comment section![Bless] @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti

micron n adobe going to be bullish for next30days

$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal

Replying to @InverseCramer:waiting for mummy to buy biscuits for me//@InverseCramer:Wow congrats @Shernice軒嬣 2000 !