$SpaceX(SPCX)$ I decided to average down my $SpaceX(SPCX.US) position because the recent pullback is starting to look more like a near-term reset than a change in the long-term story. After the heavy selling pressure following its first earnings report and the post-IPO share unlock, the stock appears to be finding support and beginning to rebound. For me, this is exactly the kind of weakness I'm willing to use to improve my average entry price, especially if momentum continues to stabilize. I'm not trying to catch the exact bottom, but the risk-reward looks more attractive now compared with chasing the stock at much higher levels. Fundamentally, I still see several powerful long-term growth drivers. SpaceX is not simply a launch company — Sta
$TTD 20260814 15.0 PUT$ 2nd attempt at an earnings play. Glad it turned out well. Could've sized up abit more considering the win earlier in the week my 5DTE PLTR long calls for their earnings play.
$GOOGL VERTICAL 260918 PUT 340.0/PUT 345.0$ Remain bullish to GOOGL. Wide, strong moat.ROI of 40% and net profit of 55% beating the industry, what to ask for. It's an opportunity to take lucrative premium and get paid waiting. Price still below it's fair value $433.
$IREN CALENDAR 260814/260918 PUT 46.0/PUT 46.0$ Rolled for another month on 7 Aug for additional premium as it's expiring in 14 Aug, stock is rallying since then and this new position is now in 14% profit.
Gold Rebound May Not Over: What are the Next Key Levels?
The long-awaited breakout in gold’s rebound finally arrived last week. With a 7% gain in a single week, gold quickly achieved the measured target of its daily-chart double-bottom breakout. The question now is whether the rebound can continue—and, if so, where the next major resistance levels may emerge. To answer that question, we should first compare the price action of gold futures and spot gold. After the front-month futures contract rolled over to December, the time-related premium created a spread of roughly 1.5%, or approximately $60–$70, between futures and spot prices. More importantly, futures have already broken out of the descending channel that had been in place since the beginning of the year, while spot gold has yet to make a similar breakout. In the spot market, the key resi
SNOW Hits $330, AI Re-Rating Fuels the Next Leg Higher
$Snowflake(SNOW)$ $Snowflake (SNOW) +3.93% to New 52-Week Highs, Momentum Overflowing; $331.30 Breakout Activates $350 Target Zone 💎 Latest Close Data: $SNOW soared to a record $330.49 (+3.93%), printing a fresh 52-week high of $331.40. The price decisively closed above the prior resistance pivot with strong volume momentum. Core Market Drivers: The AI data infrastructure sector is roaring, with the massive $188B valuation of Databricks triggering a re-rating of the entire space. Wall Street is piling in, with a cascade of target hikes (UBS to $370, BTIG to $340) adding rocket fuel. The launch of Cortex AI Gateway is solidifying SNOW's position as a premier enterprise AI play. Technical Analysis: 📊 The breakout is confirmed by surging volume (6.22
ETSY Builds Momentum: Can Bulls Break the 52-Week High?
$Etsy(ETSY)$ $Etsy, Inc.(ETSY) +4.00% Rally: E-Commerce Play Nears 52-Week Highs, Breakout Above $86.45 in Sight 🚀 Latest Close Data: Closed at $85.55 (+4.00%) on Aug 10, 2026. The price surged from $82.26, approaching the 52-Week High of $87.97 and breaking immediate resistance. 📈 Core Market Drivers: Etsy surged as bargain hunting emerged following the recent sell-off triggered by mixed Q2 earnings. Market sentiment shifted positive after the successful sale of Depop to eBay was highlighted, allowing management to focus on the core handmade marketplace. The strong volume indicates conviction in the rebound. 🛍️ Technical Analysis: Volume spiked to 538.02万 (Volume Ratio 1.47), confirming strong buying pressure. MACD shows a bearish convergence sig
STI Banks' Combined NOII Reaches Record S$5.72 Billion in 2Q26
The combined index weight of $DBS(D05.SI)$$OCBC Bank(O39.SI)$$UOB(U11.SI)$ now accounts for around 20% of the FTSE ASEAN All-Share Index, up from around 9% at end-2019. Together, the trio manage approximately S$1.5 trillion in loans and deposits and have a combined market capitalisation of around S$420 billion. For 2Q26, the trio reported record combined total income of S$13.86 billion, comprising S$8.14 billion in net interest income and a record S$5.72 billion in non-interest income. Combined Income Record NOII Driven by Wealth, Treasury and Trading Activity Combined non-interest income (NOII) for DBS, OCBC and UOB reached a record S$5.72 billion in 2Q2
So Many SReits on Orchard, Which Ones Have You Visited?
Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a "REIT boulevard." Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%
Ant Group Units Seek Independent Capital as AI and Global Businesses Step Forward
NextFin News — In the space of two weeks this summer, Ant Group allowed several of its newer businesses to step into the open market. On July 21, Ant International, the unit responsible for cross-border payments and related financial services, announced it had raised approximately $1.2 billion in a Series A round. Ant Group and Alibaba participated alongside other institutional investors. The company, which has operated with greater independence since 2024, said the money would fund expansion of merchant-payment and account services outside China. Within days, reports circulated that OceanBase, the database business first built to handle Ant’s own transaction volumes, was seeking 2 billion to 3 billion yuan. Separate accounts described Ant Digital Technologies preparing a pre-IPO financing
Navigating Semiconductor Volatility: Market Dynamics and Options Strategies for Nvidia and AMD
The divergence between $NVIDIA(NVDA)$ Nvidia (NVDA) and $Advanced Micro Devices(AMD)$ AMD during recent semiconductor market swings highlights how Wall Street is treating the primary AI market leader versus its closest challenger. Market Dynamics: Leader Search vs. Margin Corrections 1. The Market Is Re-Affirming Nvidia’s Dominant Leadership Hyperscaler CapEx Concentration: Earnings reports from big tech cloud providers (Microsoft, Alphabet, Amazon) re-confirmed that AI capital expenditure remains aggressive. Nvidia continues to capture the vast majority of this infrastructure spending due to its integrated hardware-software ecosystem (CUDA) and sold-out 2026 Blackwell GPU capacity. The "Whisper Bar" Diffe
🌟🌟🌟TGIF! Should investors chase the risk or bag the profits? Strategy A: Ignore the choppy charts, assume the macro panic is seasonal noise and aggressively buy tech names like $SK hynix(SKHY)$ $NVIDIA(NVDA)$ that have pulled back from their all time highs. The risk is that you may find out the hard way that the old dog tech sector is actually a wolf in disguise, ready to chew a big hole through your portfolio. Strategy B: Take the money & run Put the profits securely in the bag, tighten your trailing stops & wait until the bad news hit like high inflation. The reward is that you protect your hard earned capital, preserve your sanity & guarantee that you have plenty of dry
When the Market Starts Shopping Before the Customers Do If markets were online shoppers, they'd have clicked ‘Buy Now’ before reading the product description. Shopify's latest earnings release triggered exactly that behaviour, adding roughly $30 billion in market value in a single week as investors celebrated a quarter that comfortably exceeded expectations. The next shopping platform may be the one nobody sees The excitement is understandable. Gross merchandise volume surged 32% to $115.57 billion, revenue climbed 34% to $3.58 billion during the quarter, and management guided to low-30% revenue growth for the third quarter, comfortably ahead of consensus expectations. Those are not the numbers of a company struggling to justify its relevance. Yet I think the more interesting question isn'
I’d say I’m definitely the FOMO trader 😂. If a stock drops 20%, my first thought is whether this could be the dip I’ve been waiting for. And if I sell only to watch it jump 15% the next day, I’ll probably feel the urge to jump back in. Watching everyone around me make money makes staying on the sidelines even harder. The challenge is knowing whether I’m seeing a real opportunity or simply reacting to FOMO. A sharp pullback can be attractive when the fundamentals remain strong, but chasing a stock just because it’s running can turn a good idea into a bad entry. I’ve learned to manage this with position sizing and DCA rather than blindly chasing every move. So, in one sentence: I’d rather risk missing the perfect entry than watch a stock take off without me—but I’m learning to turn FOMO int
Initially, the recent global stock market pullback sent shockwaves through technology and semiconductor sectors, with big drawdowns across key chipmakers and tech indexes, including Micron Technology (MU) dropping over 41% and SanDisk Corp (SNDK) plummeting over 57%. However, upon a closer look, after the initial shock, it can be seen that sector rotation is in play. While the semiconductor index $iShares Semiconductor ETF $iShares Semiconductor ETF(SOXX)$ fell, other sectors remain resilient. This is evidently shown on the heat map upon a closer observation. The recent strong earnings and double digits moves for $Microsoft(MSFT)$ and $Amazon.com(AMZ
I lean toward B. To me, this looks more like a healthy reset in expectations than the beginning of a new downcycle. After such a strong rally, memory stocks were priced for near-perfect execution, so even solid earnings and guidance weren't enough to satisfy investors. The bigger question isn't whether NAND is slowing—it's whether that weakness spreads to DRAM and HBM. So far, AI demand hasn't changed. Hyperscalers are still investing aggressively, HBM supply remains tight, and AI servers continue to require more high-performance memory. That's why I think Micron is in a different position from pure NAND players. Its AI growth is increasingly driven by DRAM and HBM rather than NAND alone. Unless we start seeing analysts cut DRAM/HBM forecasts or AI capex slows meaningfully, I'd view this
🌟🌟🌟I am D: The Silent Pro because I do not chase the noise, the hype or the overnight millionaires. I have mastered the art of doing absolutely nothing. While the crowd panics and buys the top, I sit quietly, sip my coffee and watch the chaos unfold without worrying unnecessarily. The ultimate power of being a Silent Pro is not a secret algorithm. It is patience. I understand that building true wealth is less like a high speed car chase and more like watching a snail move. I do not need to catch every wave when I am busy building the entire ocean. I do not stress over daily price drops because my horizon is measured in decades. As Charlie Munger famously said: "The Big Money is not in the buying and selling but in the Waiting". Slow and Steady Win
The recent sharp rises in gold and silver prices (with gold recently trading above $4,300/oz and silver surging toward $65/oz as of early August 2026, after earlier all-time highs near $5,600 for gold and much higher peaks for silver earlier in the year) stand out as uncommon in scale, speed, and drivers—and they warrant caution rather than celebration for many investors. Why the rise is uncommon Gold and silver have delivered extraordinary multi-year gains: gold rose roughly 65% in 2025 (its strongest year since 1979) and hit records above $5,000–$5,600 early in 2026 before correcting; silver rose even more dramatically (around 135–150% in 2025, with further volatile moves). These are among the strongest annual performances in decades, driven by a rare confluence of factors rather than or
The Tech Bloodbath Isn’t a Bubble—It’s a Once-in-a-Decade Feeding Frenzy, and the Smart Money Is Already Sharpening Knives Look at the board right now. Micron got butchered 41%. SanDisk got eviscerated 57%. $SpaceX(SPCX)$ —yes, the rocket company that was supposed to be untouchable—got cut in half, down 52%. The same names that spent the last two years printing money for everyone who held them just took a chainsaw to retail’s portfolio. And the question floating around every Discord, every group chat, every late-night chart session is the same: is this the bubble finally popping… or is this the exact moment the next cycle’s winners get handed to you on a silver platter while everyone else is still screaming? I’m going to say the quiet p
SK Hynix Tests Key Gamma Support: Will $135 Hold? On Friday, $SK hynix(SKHY)$ fell nearly 5%, leading a broad pullback across the memory sector. Investors grew concerned after the company announced plans to expand capital expenditures over the coming years, raising expectations for faster HBM and DRAM supply growth. While the investment supports long-term AI demand, it also fueled concerns that future memory supply could outpace expectations, weighing on pricing and industry profitability. Meanwhile, the AI memory sector had rallied sharply in recent months, prompting some investors to lock in profits. From the options market's perspective, short-term positioning has turned more cautious, but there are no signs of panic selling. The $1