China's AI infrastructure narrative has rekindled, is it time to go long?
Goldman Sachs pointed out in a latest report that full-stack cloud vendors represented by Alibaba are ushering in new growth opportunities, benefiting from the accelerated adoption of large models by enterprises and the continued resilience of computing needs.Data shows that the actual deployment and application of AI in the commercial field is accelerating significantly.The average daily Token consumption of enterprise-level large models in China reached 10.2 trillion in the first half of 2025, a surge of 363% from the second half of 2024.Goldman Sachs believes that,$Alibaba (BABA) $With its leading model capabilities, 47% of China's public cloud market share, and diversified chip supply, it is well-positioned and has room for international expansio
Last week U.S. markets pushed higher as growing bets on Fed rate cuts and strong tech earnings powered a risk-on stretch—$纳斯达克(.IXIC)$ notched record closes and $标普500(.SPX)$ finished the week up roughly 1.6%, helped by strength in mega-caps and data-center names.Hong Kong outperformed, with $恒生指数(HSI)$ rallying sharply as mainland inflows and renewed optimism for Chinese tech names drove broad gains. Investors cited improving macro signals and robust corporate updates as key supports.Competition Highlights:🔹 Most-traded stock :$特斯拉(TSLA)$ Tesla became the m
Fed’s Gambit: Can Rate Cuts Avert a Recession? The Shocking Truth Revealed!
The Federal Reserve announced at its September FOMC meeting that it would lower the target range for the federal funds rate by 25 basis points (0.25%), adjusting it from 4.25%–4.50% to 4.00%–4.25%. This marks the first rate cut since December 2024. The meeting statement and economic projections indicate officials anticipate a high probability of two more rate cuts during the remainder of 2025, with a potential additional adjustment in 2026. This move reflects the Fed's increasingly cautious approach to balancing inflation pressures with the need to address a weakening job market.Background of the Interest Rate Cut and Immediate Market ReactionOne of the primary drivers behind the Fed's rate cut this time was the emerging trend of a moderate slowdown in the job market: hiring activity has d
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Hi,Tigers:💰Market waves crashing – time to dive in!🌊 Big splash? 💎 Hidden treasure? 🎲 Bold call?Share your wisdom and lead the pack!Let’s break it down. These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!⚙️ Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures.The Federal Reserve cut interest rates by 25 basis points as expected and signaled two additional cuts withi
From ECommerce Titan to AI Infrastructure Powerhouse: Alibaba's Growth Story
🌟🌟🌟Alibaba $Alibaba(BABA)$ $Alibaba(BABA)$ $BABA-W(09988)$ is China's most expansive AI story right now. Not just in scale but in symbolism. Here is why Alibaba stands out : From ECommerce to AI Empire : Alibaba's Qwen3-Max is its largest AI model todate, rivaling OpenAI and Google DeepMind. Open source dominance: Over 200 Qwen models have been open sourced, downloaded over 300 million times and adopted across industries from finance to healthcare. AI Infrastructure buildout : CEO Eddie Wu declared that this is the largest and most con
The highly anticipated rate cut finally occurred, but the market's reaction was muted for the major indices suggesting the positive news was already priced in. As usual, the Fed's announcement triggered intraday volatility, sending the S&P 500 $S&P 500(.SPX)$ directly to our central weekly level of $6,555 before an immediate bounce. Similarly, the Nasdaq 100 $NASDAQ 100(NDX)$ found support exactly at the $23,975 zone, which was anticipated last Saturday as the line in the sand dividing bullish and bearish momentum.Several key ETFs also bounced today with impressive accuracy and synchrony from their central weekly levels: $SPDR S&P 500 ETF Trust(SPY)$ fr
Breadth / Stock Participation: The percentage of stocks trading above their 20, 50, and 200 daily moving averages continued to decline on Tuesday for the $S&P 500(.SPX)$ and all indices in general. The $NASDAQ 100(NDX)$ has the lowest participation despite reaching fresh all-time highs. The $Cboe Volatility Index(VIX)$ closed at 16.4.👀ImageThe key to long-term wealth isn't market timing. It's the magic of compounding. Let your money work for you over time. Your biggest advantage is staying invested.Image $American Express(AXP)$ and $Bank of America(BAC)$ are leading the charge i
$SoFi Technologies Inc.(SOFI)$ is breaking out. The stock has surged from its April lows, climbing steadily to over $27. Its price is well-supported by key moving averages, showing strong momentum without being overbought. With volume holding steady, it looks ready to test its next resistance level. Is the fintech giant ready for a major breakout?ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉🎉The Cash Bo
$S&P 500(.SPX)$ - The recent indecisive candle at the top of the current uptrend suggests a shift in momentum. As posted yesterday, the setup still points to a healthy pullback toward the 20DMA. The price attempted to reach that level today, but the essential level to watch this week ($6,555) held with impressive precision. However, it could be breached tomorrow, initiating a healthy reset. A pullback often comes the day after a FOMC announcement, and there's no reason to expect a different outcome this time. The $Cboe Volatility Index(VIX)$ retraced, but it's still above 15.A chart of the S&P 500 index (SPX) showing daily price movements from June to September. Candlestick patterns in red and gree
$PDD Holdings Inc(PDD)$ Recent HighlightsOver the past week, key news driving $PDD$ stock includes a major earnings beat, Temu’s overseas expansion, the iPhone 17 subsidy campaign, and a broad recovery across China’s e-commerce sector.Q2 earnings surprised to the upside, with $PDD$ posting strong profitability despite tariff headwinds and intensifying competition at home.Goldman Sachs reports Temu’s US GMV rebounded in August, with monthly active users up 20% month-over-month.China’s August E-commerce Logistics Index hit 112.3, up for a sixth straight month, signaling stronger consumer demand and effective platform promotions.$PDD$ launched the iPhone 17 series with a massive subsidy—up to 1,000 RMB off—spiking short-term sales.Market Take$PDD$ is
🌟🌟🌟$STI ETF(ES3.SI)$ is up like a rocket to the moon , hitting a 52 week high today .This is not surprising as its top holding $DBS(D05.SI)$ hss been hitting its all time high too. For small retail investors , the STI represents the best and strongest Singapore blue chips stocks in just 1 trade. Maximum value at minimum cost !🥰🥰🥰🚀🚀🚀🌛🌛🌛💰💰💰 @Tiger_SG @Tiger_comments @TigerStars @CaptainTiger
$Sheng Siong(OV8.SI)$ is the 3rd largest chain of supermarkets in Singapore and one of the main beneficiaries of the Singapore's Government SG60 supermarket vouchers. Sheng Siong is also synonymous with offering value for money and well located in Singapore's heartlands. I invest in Sheng Siong as I believe that it is a resilient stock to buy and hold long term as consumer staples are essential items in good times and bad times. Go Long Go Strong Go Sheng Siong 🥰🥰🥰🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerStars
I didn't manage to get an allocation in either FIGR $Figure Technology Solutions (FT Intermediate)(FIGR)$ or GEMI's $Gemini Space Station, Inc.(GEMI)$ IPO subscriptions, so I didn't gain anything from their impressive performances this week. It's a bit disappointing to miss out, especially with FIGR rising 30% and GEMI gaining 14%. I'm still tied up with my previous investment in BLSH $Bullish(BLSH)$ stock, which has kept me from exploring these new opportunities. Speaking of my portfolio, I'm really glad I held onto Tesla. It rebounded strongly last week, which has been a bright spot for me. The gains there have helped balance out t
I'm really excited about Tesla's breakout on Friday, with $Tesla Motors(TSLA)$ soaring 7% after the announcement of the long-wheelbase, six-seat electric SUV – Model Y L – selling out in China for October. The earliest delivery in November 2025 is a great sign, and I'm hopeful this could mark the start of a new growth cycle for the company. Being stuck with BLSH stock has been tough, but this news gives me a reason to stay optimistic. I've always been generally bullish on Tesla, and this breakout feels like a strong signal for more upward potential, especially after the stock consolidated for so long. The Model Y L's success in China is a big deal, and I think it can sustain Tesla's momentum in that market