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Subramanyan
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01-17
I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destruction may emerged for the latter half of the year.  Further the present surge is driven by a "strategic reallocation" of manufacturing capacity toward high-margin AI components like High Bandwidth Memory (HBM), which is starving the supply of conventional DRAM and NAND for PCs and smartphones. This could boomerang too. But general consensus is that $Micron Technology(MU)$  could touch $500 in 2026.  So, keeping fingers crossed & a prayer on the lips.
I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destructi...
TOP1PC: 🚀 $MU smashed past $400B market cap, riding storage momentum 📈. Many expect strength through 1H26, but ⚠️ demand destruction risk could loom in 2H. Strategic reallocation toward high‑margin HBM 🤖💎 boosts AI gains yet starves DRAM/NAND 📱💻 — A boomerang risk. Still, consensus whispers $500 by 2026 🤞🙏. Discipline, risk & opportunity collide in this memory supercycle 🔄.@JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel
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894
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KYHBKO
·
01-17

(Part 3 of 5) Market Outlook of S&P500 (19Jan2026)

Market Outlook of S&P500 (19Jan2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator has completed a top crossover, which implies a bearish outlook. Moving Averages The price action, as depicted by the candlesticks, is currently situated above both the 50-day and 200-day moving average (MA) lines. This positioning indicates a bullish trend in both the short-term and long-term outlooks. Furthermore, both the 50 MA and the 200 MA are trending upward, reinforcing the positive trend. Exponential Moving Averages (EMAs) The three Exponential Moving Averages (EMA) lines are showing a bullish outlook as they continue to fan upwards. Chaikin Money Flow (CMF) The Chaikin Money Flow (CMF) currently registers at 0.11 and is also trending upward
(Part 3 of 5) Market Outlook of S&P500 (19Jan2026)
TOPMortimerDodd: MACD bearish but other signals strong. What's your strategy?[看跌]
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7.92K
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Barcode
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01-18
$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  $Alphabet(GOOGL)$  ⚙️📊 Nasdaq expands 0DTE to single stocks, altering market structure 📊⚙️ 📌 Why this matters now This marks a quiet but significant evolution in how risk is expressed across U.S. equities 📊 🗓️ What was approved Nasdaq has received SEC approval to list Monday and Wednesday same-day expirations on select single-stock options starting January 26, 2026. This formally extends 0DTE trading beyond Friday-only expirations, pushing the market closer to a continuous expiration cycle 🔁 🛡️ Guardrails and oversight The specifics are critical 🔍. Monday and Wednesday expiries will be listed under strict
$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ ⚙️📊 Nasdaq expands 0DTE to single stocks, altering market structure 📊⚙️ 📌 Why this matters now ...
TOPKiwi Tigress: Yeah I kinda agree with this. Reading your post it feels less about more trading and more about structure changing under the hood. Lowkey makes sense that $Meta Platforms, Inc.(META)$ plus $Apple(AAPL)$ flow could get way more reactive midweek as gamma and momentum compress
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1.41K
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Shyon
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01-18
I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I need to buy physical assets—S-REITs offer a more liquid way to trade property fundamentals and interest-rate expectations, and they usually react faster when easing rates are priced in. The themes I’m watching are logistics & industrial and data centres. Industrial REITs provide more defensive cash flows, while data centres benefit from long-term digital and AI demand, with select opportunities also emerging in stabilizing office and integrated commercial names. Overall, I expect Singapore’s housing market to stay stable, not overheated. That backdrop supports S-REITs, but upside will be selective, led by REITs with clear catalysts, improving
I see the 2025 housing rebound as a sign of demand resilience rather than a reason to chase property prices. Strong new home sales don’t mean I nee...
TOPAllenBartlett: Agree, S-REITs offer better liquidity. Logistics and data centres are solid bets for long-term growth![开心]
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1.31K
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Tigerong
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01-18
As the most powerful and integrated AI company among the Magnificent 7—one that stands to benefit most from the AI era—it’s not outrageous to say Alphabet could claim the top spot. A $5 trillion market cap? Justified. Even beyond. To be clear: this isn’t an invitation to buy Alphabet stock. The stock is overvalued at this point. And even if it does hit a higher market cap, it won’t be a smooth journey—it may take longer than hoped. This is simply my view on why Alphabet should be the largest company in the world. Of course, that kind of power invites scrutiny. Antitrust probes will intensify. But for now, everything Google touches is turning into an AI advantage. Gemini models are available on Google Cloud too, where users can pick what fits their needs. Apple recently chose Gemini to powe
As the most powerful and integrated AI company among the Magnificent 7—one that stands to benefit most from the AI era—it’s not outrageous to say A...
TOPJoannaDarwin: Spot on! Alphabet's AI integration is unbeatable.[强]
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611
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WeChats
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01-18
GRAB Plunges 10%: Political Theater or Profit Killer? Here’s the $4.00 Setup. Is the "Stablecoin of Tech Stocks" finally breaking down? Grab Holdings ($GRAB) has been a safe haven in a volatile market, but last week’s ~10% drop woke everyone up. The catalyst wasn’t a bad earnings report—it was a regulatory bombshell from Indonesia. President Prabowo Subianto is drafting a decree to cap ride-hailing commissions at 10% (down from ~20%) and mandate driver insurance coverage. Is this just noise, or is the entire profitability thesis for 2025 dead? Let’s look at the math, the politics, and the trade. 1️⃣ The Math: Why the Market is Freaking Out Retail traders see a headline; smart money sees an EBITDA wipeout. Let’s run the actual numbers to see why the reaction was so violent.  * The Expo
GRAB Plunges 10%: Political Theater or Profit Killer? Here’s the $4.00 Setup. Is the "Stablecoin of Tech Stocks" finally breaking down? Grab Holdin...
TOPbreezzi: Catching the knife below $4-it's a bargain play![吃瓜]
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288
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老鼠林
·
01-19
Comment
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856
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Lanceljx
·
01-18
Market Drivers Behind the Recent Rally 1. Tight supply and AI demand are foundational. Micron’s share price has surged significantly, with its market capitalisation topping US$400 billion as investors price in limited memory supply and robust AI infrastructure demand. Micron and its peers have sold out high-bandwidth memory (HBM) capacity through 2026, indicating very strong order books relative to available production capacity. This tightness underpins pricing power.  2. AI memory workloads are structural. Cloud and AI data centre demand for DRAM, NAND and especially HBM has transformed end market dynamics, with memory chips becoming critical infrastructure components rather than commodity items. Global memory shortages driven by AI workloads have been documented as a structural shif
Market Drivers Behind the Recent Rally 1. Tight supply and AI demand are foundational. Micron’s share price has surged significantly, with its mark...
TOPglimzy: Micron's AI-driven rally is fire! Supply crunch rocks.[看涨]
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486
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Lanceljx
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01-18
Here is a realistic, evidence-based assessment of how Intel might behave after it reports its Q4 2025 results after market close on 22 January 2026: What the market is currently pricing in • The stock is up sharply in 2026, rallying ~30 per cent year-to-date and extending gains from an exceptional 2025.  • Analyst price targets range roughly from US$50 to US$60, with some recent upgrades tied to foundry momentum and strong server CPU demand.  • Despite the rally, broad Wall Street sentiment remains more mixed than uniformly bullish, with the consensus rating tilted to “Hold” rather than Buy and a wide dispersion of targets.  Two plausible post-earnings scenarios 1. Continued upside (“jump on further earnings surprise”) This is credible if Intel delivers not just a beat but f
Here is a realistic, evidence-based assessment of how Intel might behave after it reports its Q4 2025 results after market close on 22 January 2026...
TOPMartinBrown: Solid points there. Intel's guidance will be the decider. Holding tight.[看涨]
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1.20K
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WeChats
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01-18
INTC Up 30% YTD: The "Turnaround of the Decade" or a Trap for Late Buyers? 🐯🚨 The Setup: A Dangerous Amount of Optimism We are witnessing one of the most violent sentiment shifts in recent memory. Intel is up ~30% in just the first 18 days of 2026, currently hovering near $47. For a stock that was arguably the most hated name in semis for years, this vertical move before earnings (Jan 22) is terrifyingly bullish—but also incredibly risky. The market isn't just betting on a "good quarter"; it is pricing in a complete structural resurrection. With institutional targets raised to $50–$60 and AMD sitting high at $231, the "Value vs. Growth" rotation is in full swing. But the big question for traders is simple: Have we already seen the move, or is this just the ignition phase? 1️⃣ The "Priced f
INTC Up 30% YTD: The "Turnaround of the Decade" or a Trap for Late Buyers? 🐯🚨 The Setup: A Dangerous Amount of Optimism We are witnessing one of th...
TOPquixi: Bro, likely flush to $40 lah. Earnings hype is overdone.[看跌]
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1.16K
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MHh
·
01-18
I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do well, especially in land scarce Singapore. Retail and office space have pretty much recovered though expected rate cuts will continue to lift most reit prices. Logistics and industrial should continue to recovery as demand picks up. Singapore housing market has always been strong, driven by the limited supply and ever increasing demand as the population grows, along with more singles and unmarried people wanting their own space, especially after covid. As long as there is no recession or major global shocks, I believe that SREITs will continue to do well which will lift the stock prices. Further rate cuts are definitely going to be helpful a
I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do ...
TOPbubbly9: Spot on! SREITs in SG are solid with rate cuts boosting profits.[比心]
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1.88K
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WeChats
·
01-18
🏠 SG Property on Steroids (+67%): Why the "Smart Money" is Pivoting to REITs in 2026 The bears just got silenced. If you were waiting for a property crash to deploy capital, you missed the boat. The data is out: New home sales in Singapore exploded by 67.3% in 2025, hitting 10,821 units—the highest level since 2021. This isn’t just a "dead cat bounce." This is a structural confirmation that Singapore’s liquidity is massive, and buyer confidence is practically bulletproof. But here is the twist: While retail investors are queuing at showflats to lock up millions in illiquid assets, sophisticated traders are looking at the massive valuation gap in the stock market. Here is the deep dive on why S-REITs might be the trade of the year. 1️⃣ The "Great Divergence" Opportunity We are currently see
🏠 SG Property on Steroids (+67%): Why the "Smart Money" is Pivoting to REITs in 2026 The bears just got silenced. If you were waiting for a propert...
TOPMeroy: Spot on! S-REITs undervalued gem. Bullish play![看涨]
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241
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Dragonbody
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01-19
Comment
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1.51K
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DavidSG
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01-19
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693
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Ku9787
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01-19
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545
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My1
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01-19
Comment
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1.55K
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PeterDiCarlo
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01-19

MSTR & COIN: Smart Money Support, Awaiting Monthly BX Confirmation

1. $Strategy(MSTR)$ MSTR is building a strong base right in the Smart Money Zone.Weekly chart looks like a bottom forming and, in most cases, this is a dip‑buy area.But we’re not in a confirmed bull cycle yet – Monthly BX is still dark red (red background).I still think this is a short‑term bottom, but I need to see Monthly BX print a higher low on the bounce before I treat it as a true new bull leg. 2. $Coinbase Global, Inc.(COIN)$ COIN is back in my weekly discount range again. 🔔Last two times price pulled into this zone, it bounced.We’re sitting in the Smart Money Zone and holding the Weekly Point of Control on THT Volume Pro – one of the strongest supports on my chart.The only reason I’m not buying ye
MSTR & COIN: Smart Money Support, Awaiting Monthly BX Confirmation
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