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2025-08-22
Bullish Market Rally Meets Bearish Fundamentals: China Treads a Fine Line
Market Snapshot Shanghai Composite just closed at a decade-high of ~3,771 the strongest since August 2015 The CSI 300 edged up ~0.4%, buoyed by fintech and stablecoin-related shares amid early approvals for yuan-backed stablecoins Driving Forces Policy tailwinds: Expectations of stimulus and easing U.S.–China tensions are tipping investor sentiment Retail surge: Domestic inflows are growing, aided by low bond yields, property-sector frustrations, and attractive valuations Dividend culture shift: Beijing is pushing dividends and share buybacks to boost investor confidence dividend yields are now near 3%, highest since 2016 Warning signs linger: retail sales and fixed-asset investment are lagging, real estate remains frozen, and credit growth is weak. Meanwhile, Bridgewater liquidated its ~$
TOPMurielRobin: It's a tricky market indeed! Balancing optimism with those red flags speaks to your savvy approach.
6.25K
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2025-08-22
Estée Lauder Earnings Reveal Retailer Split; Technically Not Yet Oversold
1. $Estee Lauder(EL)$ Earnings Season & Retailer Divergence: What’s Driving the Stock? Quarterly Results & Guidance EL reported a 12% drop in sales to ~$3.41 billion and a deepening operating loss, prompting a ~5% stock drop. Adjusted earnings per share came in at $0.09, meeting expectations but guidance disappointed, projecting $1.90–$2.10 EPS versus ~$2.20 expected, which triggered a further ~7.6% slide. The net loss reached $546 million (or $1.51/share), driven by restructuring charges (~$527 million), impairment, and tax adjustments. Full-year sales declined 8% to $14.3 billion. Gross margins improved to ~74% thanks to cost-efficiencies and pricing, while net profits were hurt by restructuring. Tariff headwinds are expected to shave $100
TOPInsightful analysis. When the implications of the tariff weaken, I think the consumption companies will rebound.
4.47K
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2025-08-22
Parkway Life REIT's 1H FY25 Result Review
$ParkwayLife Reit(C2PU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue, NPI and amount available for distribution have improved YoY mainly due to contributions from acquisitions between Aug 2024 to December 2024 and step-up lease arrangement for Singapore properties. DPU on the other hand, improved slightly due to an enlarged unitholder base following an equity fundraising exercise. Divestment On 21 April 2025, PLife REIT announced the divestment of its Malaysia portfolio for RM20.09 million (S$6.09 million), which is 4.6% above the average of two independent valuations. The sale is expected to yield an estimated gain of S$0.10 million before tax. Related Parties Shareholding REIT Sponsor's Shareholdin
7.43K
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2025-08-22
Intel – 7% Plunge: Decoding the Drop and What It Means
What Just Happened? On Wednesday, August 20, 2025, $Intel(INTC)$ Intel stock sank 7%, leading losses across the S&P 500. The slide erased gains from the prior day's SoftBank-backed rally and was fueled by rising investor concern around possible government stake-taking in exchange for chip‑funding under the CHIPS Act. What’s Behind the 7% Drop? $Softbank Corp.(SOBKY)$ SoftBank’s $2B Lifeline Meets Rising Uncertainty On August 19, SoftBank announced a $2 billion equity investment in Intel, acquiring roughly a 2% stake this had initially boosted the stock. But the rally reversed following reports that the U.S. government may take a 10% equity stake in Intel by converting previously granted CHIPS Act fun
TOPWe need to stay calm to watch what the new support level of Intel is.
9.51K
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2025-08-21
PANW Earnings Blowout: EPS Beats by 30%, Margins Hit Record High!
$Palo Alto Networks(PANW)$ The overall performance of the Q4 fiscal year 2025 earnings report was favorable: both revenue and non-GAAP EPS achieved double-digit growth, with EPS significantly exceeding expectations; subscription-based business momentum was strong, with NGS ARR and RPO showing high year-over-year growth and signs of acceleration, and improved operational efficiency drove non-GAAP operating margin to historically exceed 30%. The downside lies in the year-over-year decline in GAAP net profit and the still-moderate hardware market conditions; however, management's FY26 and Q1 guidance both exceed market consensus expectations, coupled with the "platformization + AI security" strategy and the proposed CyberArk acquisition to address id
3.26K
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2025-08-21
$SPDR S&P 500 ETF Trust(SPY)$ Has the pullback ended? Hard to say—it largely depends on whether Powell's speech at Jackson Hole takes a hawkish or dovish tone.While Wednesday’s drop and subsequent rebound felt misleading, the put option openings should be taken seriously. The overall hedging level has shifted down a notch. Previously, SPY was hedging against a 630 pullback, but now it's targeting 610.Historically, the market tends to be volatile during August and September. Proceed with caution, and avoid using leverage when going long. $NVIDIA(NVDA)$ Nvidia is in a similar position. Bearish put options are being opened aggressively, indicating a potential pullback toward 160.This week’s closing is exp
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2025-08-21
Walmart Q2: Revenue Wins, Profits Lose – The Inside Story
$Wal-Mart(WMT)$ This quarter (FY26 Q2) saw "strong revenue, weak profits, and upward guidance." Revenue growth accelerated significantly driven by structural engines such as e-commerce, advertising, and membership programs, leading to revenue exceeding expectations; however, claims expenses from self-insured liability insurance and business integration efforts weighed on profits, resulting in adjusted EPS below consensus estimates, putting short-term pressure on the stock price. Management raised the full-year revenue and EPS range, maintaining the "price power + market share expansion" theme for the second half, and stated that the impact of tariffs will be "gradual and controllable."Overall, we characterize this quarter as "good with some flaws."
TOPGreat insights on Walmart's performance! [Wow]
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2025-08-21
THREE REASONS THE CITRON PLTR SHORT REPORT IS WRONG
$Palantir Technologies Inc.(PLTR)$ THREE REASONS THE CITRON $PLTR SHORT REPORT IS WRONG1. The OpenAI comparison is nonsense. OpenAI is burning billions to chase users; Palantir is already throwing off 45% FCF margins. One is subsidized hypergrowth, the other is capital-light with sticky contracts and accelerating commercial adoption. Comparing them on multiples is meaningless.2. The “government-reliant” label is outdated. Government is still important, but U.S. commercial is now compounding ~40% annually with deals spread across industries. This isn’t consulting—it’s a platform with network effects.3. The flywheel is real. Every deployment makes the platform smarter, lowers costs, and locks in partners. $Micr
6.56K
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2025-08-21
Pop Mart - Revenue & Profit Soar, Is $300 the New Launchpad?
Pop Mart $POP MART(09992)$ just delivered stellar H1 2025 results, making a powerful statement in global retail and collectible toy spaces. Key Financial Highlights Revenue surged ~204% YoY to RMB 13.9 bn (≈ US $1.93 bn) in the first half of 2025 more than triple the previous year. Net profit climbed nearly 400% to around RMB 4.6 bn (~US $636 million) smashing expectations. Gross margin expanded too up from 64% to a strong ~70%. The Labubu Effect & Global Expansion The Monsters IP (led by Labubu) generated RMB 4.81 bn (~US $670 million), accounting for ~35% of total revenue. Plush toys (driven by Labubu keychains and plush variants) saw over 1,200% growth, now representing ~44% of revenue. International revenues soared: Americas grew ~1,100%,
TOPNice analysis! I’m waiting for a nice point to add more.
4.01K
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2025-08-21
ONDS, APLD, UP, HIMS& NIO Enjoy Upward Momentum!
Hello everyone! Today i want to share some trading strategies with you!1. $NIO Inc.(NIO)$ Pretty impressive volume shelf setup here on the weekly candle chart.Image2. $Hims & Hers Health Inc.(HIMS)$ Kinda the holy grail setup here. Haven't traded this name in a while but had to take a position on this setup today.Image3. $Wheels Up Experience Inc.(UP)$ Perfect bounce at the previous resistance zone which flipped to support today. Upside target continues to be $2.50-$2.75+Image4. $Ondas Holdings Inc.(ONDS)$ Perfect S/R flip today. Thank you for the cheap shares.Image5. $APPLIED DIGI
2.06K
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2025-08-21
SPX Dip Buy or Bigger Pullback?
$S&P 500(.SPX)$ We hit a high of 6481 on SPX 4 sessions ago and currently pulled back near 6334. The market did show a bit of exhaustion as we have been consolidating above 6400 the last 1.5 weeks. If we lose 6334 it’s possible we do see a bigger pullback. Let’s dive into a few scenarios Scenario #1: Bull CaseSPX ends up moving back above 6430 and consolidates between 6430-6500 for a couple of weeks. We end up breaking above 6500 Pre-September FOMC meeting rallying us to 6700. Rate cuts occur in September, initial reaction sends us back to 6500 but then dips get bought up and we see 7000 by year end. Scenario #2: Bear Trap to BullSPX ends up pulling back towards 6280 instilling a bit of fear back in the market. Many start to think we see a 615
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2025-08-21
Roblox (RBLX) Bullish Surge: The Elliott Wave Path to New Highs
Roblox (NYSE: RBLX) soared 595% from its 2022 lows, firmly establishing itself as a top-performing stock. Previously, we identified a bullish nesting structure originating from the $21.65 low. Now, with RBLX breaking to fresh all-time highs, we examine the ongoing Elliott Wave pattern. Subsequently, this analysis outlines the expected next targets and key levels to watch. Roblox Elliott Wave Analysis RBLX’s explosive rally since the 2022 low has decisively breached its 2021 peak of $141.60. Consequently, the stock has established a strong weekly bullish sequence. This pattern now targets the $163 — $196 equal legs area. Furthermore, the nesting structure from the lows propelled prices to new all-time highs within Wave (3). This phase is typically the strongest and most extended in Ell
TOPIncredible analysis on RBLX! Love it! [WOW]
62.35K
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2025-08-21
Roblox (RBLX) Bullish Surge: The Elliott Wave Path to New Highs
Roblox (NYSE: RBLX) soared 595% from its 2022 lows, firmly establishing itself as a top-performing stock. Previously, we identified a bullish nesting structure originating from the $21.65 low. Now, with RBLX breaking to fresh all-time highs, we examine the ongoing Elliott Wave pattern. Subsequently, this analysis outlines the expected next targets and key levels to watch. Roblox Elliott Wave Analysis RBLX’s explosive rally since the 2022 low has decisively breached its 2021 peak of $141.60. Consequently, the stock has established a strong weekly bullish sequence. This pattern now targets the $163 — $196 equal legs area. Furthermore, the nesting structure from the lows propelled prices to new all-time highs within Wave (3). This phase is typically the strongest and most extended in Ell
TOPIncredible analysis! Love the insights 🚀 [Heart]
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2025-08-21
TRADE PLAN for Thursday 📈
TRADE PLAN for Thursday 📈 $S&P 500(.SPX)$ if it can hold above 6400 tomorrow possible we see 6469 again. The market is resilient, we saw SPX drop to 6343 then reverse back above 6400 later in the day. $Palantir Technologies Inc.(PLTR)$ what a resilient stock, dropped to 142 at the lows, closes near 156. PLTR to 160 in play tomorrow.PLTR Aug 22 160C best above 156 $CoreWeave, Inc.(CRWV)$ can start to bottom over the next 1-2 weeks. IF it can start to carve a bottom above 89 we can see 100 by the end of the monthCRWV Aug 29 100C best above 90For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in tradin
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2025-08-21
NVDA, PLTR, HIMS, QQQ& AMD Wait for the Support Line
Hello everyone!Today i want to share some technical analysis with you!1. $Palantir Technologies Inc.(PLTR)$ Highest volume day on Palantir since February.Third highest we've seen all year.Capitulation… or bull trap in disguise?🔊Image2. $Hims & Hers Health Inc.(HIMS)$ The 200-day is where big money changes hands.Moment of truth. Image3. $Invesco QQQ(QQQ)$ Can't a man dream? 🙃Image4. $NVIDIA(NVDA)$ That daily candle on NVDA is mentalThe dip buying frenzy never ends. 😅Image5. $Advanced Micro Devices(AMD)$ The Capitulation Finder hasn’t nailed every AMD top, but it’s been a reliab
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2025-08-21
🎉16 $10B+ US Stocks Hit New Highs:TJX, NOC, ECL Lead & Uptrend Drivers
As of Wednesday's market close, $Dow Jones(.DJI)$ slightly gained 0.04%, $S&P 500(.SPX)$ down 0.24%, and $NASDAQ(.IXIC)$ falls 0.67%, showed negative performance of the market. Data from TradingView shows that 16 companies with a market cap of over $10 billion have reached new highs.Fed Policy Expectations & Market Sentiment: Markets are closely watching the Federal Reserve’s next moves on monetary policy. Traders broadly expect a rate cut in September, with some aggressive bets anticipating a cut of more than 25 basis points. However, ahead of Fed Chair Powell’s speech at the Jackson Hole Symposium, a sense of “hawkish panic” has emerged—fears that Powe
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2025-08-21
Singapore Listed Companies: Featuring ST Engineering
🌟🌟🌟As Singapore celebrates SG60, marking 6 decades of independence, ingenuity and identity, I am launching a personal tribute to this milestone with a series of articles spotlighting the most compelling companies listed on the SGX. If you are inspired to take part in this journey, there is no better time. Tiger Brokers $Tiger Brokers(TIGR)$ is celebrating SG60 with a special promotion - from now until October 17, enjoy zero commission, zero custodian fees and stand a chance to win attractive prizes as you invest in Singapore's future. It is a timely opportunity to align your portfolio with the spirit of SG60. Please follow me to learn more about the companies that define Singapore's past, shape its present and inspire its future.
TOPSTE's dip is a blessing in disguise, loading up more!
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2025-08-20
Singapore Listed Companies: Featuring Pop Mart SDR
🌟🌟🌟Pop Mart $POP MART(09992)$
TOPI believe Pop Mart still has great growth potential. And it’s nice to use SDR to invest Pop Mart.
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2025-08-21
SG60 Voucher to Buy Pokémon Cards? Keep Up with New Consumption Trends?
Everyone should have received the SG$60 neighborhood shopping voucher, right? What is everyone buying with it? Recently, a 28-year-old Singaporean made headlines online for using his voucher to buy a few packs of Pokémon cards.He was seen strolling through a supermarket, checking out groceries, then turning around to enter a game store displaying a “Neighborhood Voucher Accepted” sign. He picked up a few Pokémon card packs, paid, and walked out. The video quickly went viral.This unconventional use of the voucher sparked a discussion online. Supporters argue that using the voucher doesn’t have to be limited to groceries—purchasing something you enjoy while supporting local businesses is fine. Happiness is also a basic need, and buying cards helps support small brick-and-mortar stores! Criti
TOP🌟🌟🌟Beauty is in the eye of the beholder even if the beholder (that's me) shops in Shopee. Pop Mart $POP MART(09992)$ $POP MART HK SDR 20to1(HPPD.SI)$ and Laopu Gold $LAOPU GOLD(06181)$ are stealing hearts (and wallets) while $Estee Lauder(EL)$ and $Lululemon Athletica(LULU)$ quietly nurse bruised valuations. In today's consumer split, investors face a choice: chase the dopamine of trending brands or scoop up legacy players the market is ghosting. Pop Mart sells joy in blind boxes. Laopu Gold wraps heritage in Gen Z swagger. But trends can fade. Meanwhile Estee Lauder still owns prestige while Lululemon still stretches global reach. Boring? Maybe but boring compounds just like CPF interests or DBS dividends. In SG60's spirit of reinvention, maybe my portfolio needs both : A little sparkle, a little substance. Investing isn't just about what is hot. Investing is about what lasts. @Tiger_SG @Tiger_comments @TigerStars @CaptainTiger @Tiger Club
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2025-08-21
"Classic" Dip and Rally on Jackson Hole — Opportunity Tonight?
The Jackson Hole symposium is an annual meeting for central bankers.Market is awaiting Powell’s speech at Jackson Hole meeting on Friday. Since 2022, it has consistently triggered volatility in $S&P 500(.SPX)$ . Typically, the index drops around the event before bouncing back.Each year it dips, then rebound2022 Powell went full hawk → S&P dropped -3% in a day2023 Still tough on inflation → markets slipped2024 Even with a dovish tone → market still dippedUnlike the recent market pullback, investors are very optimistic about a rate cut in September.Although the July CPI report contained some concerning details, overall it was relatively mild, reinforcing traders’ belief that the Fed will lower interest rates in the coming months. Some have e
TOPI’ve been watching Jackson Hole closely every year, and history shows the same pattern — markets dip first, then recover. Whether Powell sounds hawkish or dovish, traders tend to overreact in the short term. Personally, I see it more as a market “ritual” than a true policy shift moment. This year feels slightly different because sentiment is already leaning toward a rate cut in September. Even though July CPI had some sticky parts, overall inflation looks manageable. With FedWatch showing over 80% odds of a 25-bps cut, I think Powell’s tone may just reinforce what the market is already expecting. If we do see another drop after Powell’s speech, I’d actually treat it as a buying opportunity. With sector rotation happening, small caps and housing-related names could benefit the most once rates move lower. For me, I’ll be watching closely on Friday to see if the 2025 “Jackson Hole dip” playbook repeats itself. @Tiger_comments @TigerStars