Guinea Moves on Bauxite Exports: Is Aluminum’s Upstream Cost Curve Being Repriced?
A quiet shift is taking place at the very top of the global aluminum supply chain. Guinea, the world’s largest bauxite producer, plans to announce new export control measures in June. The goal is not to stop exports, but to manage volumes and push prices back to what the government sees as a more reasonable level. Bauxite sits at the starting point of the aluminum chain. It is processed into alumina, which is then used to produce primary aluminum. If bauxite starts to be repriced, the impact will not stop at the mine gate. Alumina, primary aluminum and downstream aluminum products will all have to recalculate their costs. Why Guinea Is Acting Guinea is not short of bauxite. The issue is that it may have been selling too much, too cheaply. In 2025, Guinea’s bauxite exports rose 25% to about
For the whole of last week, there were a handful of US economic reports out. I half suspect that they did not make any meaningful impact on the US market. This is because, even the increasing negative CPI inflation report, hardly dented the US market, the week before when it was released. Click here ! for more details, give a “Like” or “Repost” ok. Thanks. Reports out last week’s include: 19 May 2026 - Pending Home Sales. 20 May 2025 - Minutes of Fed’s FOMC 21 May 2026 - US jobless claims. 21 May 2026 - S&P Flash US services PMI. 21 May 2026 - S&P Flash US manufacturing PMI 22 May 2026 - US Leading Economic Indicators (LEI). 22 May 2026 - US Consumer Sentiments (Final) for May 2026 Pending Home Sales. Ac
Over the five sessions, 120 director interests and substantial shareholdings were filed for around 50 primary-listed stocks. Directors or CEOs reported 16 acquisitions and five disposals, while substantial shareholders recorded 10 acquisitions and three disposals. 1. $Aspial Lifestyle(5UF.SI)$ Non-Executive Chairman, Koh Wee Seng, has increased his direct stake in Aspial Lifestyle, acquiring a total of 2,108,300 shares between 18 and 21 May at an average price of approximately S$0.419 per share. This lifted his direct interest from 9.94% to 10.06%, with his total interest increasing from 80.78% to 80.87%. The company has also launched an equity fund raising to raise gross proceeds of approximately S$84.8 million, comprising a private placement a
🎯Institutional Signal: Parsing the Biggest Insider Buys of the Week
Executive Summary Legal insider trading—specifically Form 4 filings—remains one of the most underrated sources of Alpha in the U.S. market. While retail sentiment often chases lagging price action, Smart Money—CEOs, Directors, and 10% Owners—is quietly deploying capital through high-conviction open-market accumulation. This report covers the top 20 insider transactions from May 15 to May 22, 2026, with deep-dive analysis on the highest-conviction signals. The standout cluster buys include $Kalaris Therapeutics Inc.(KLRS)$, $TWFG, Inc.(TWFG)$, and $Patria Investments Ltd(PAX)$, where insiders demonstrated sustained, m
The AI Power & Cooling Bottleneck Trade Is Just Getting Started
My notes on POWER AND COOLING bottleneck companies: ❄️AI POWER & COOLING PLATFORMS 1. $Vertiv Holdings LLC(VRT)$ ~$327 | Avg PT ~$600. Stock up 291% in a year; 25 analysts see more upside on record $15B backlog and 30% revenue growth. 2. $Eaton Corp PLC(ETN)$ ~$391 | Avg PT~$450. Record Q1 2026 revenue of $7.5B; raised full-year guidance on surging data center and electrical infrastructure demand. 3. $Suncor(SU)$ (Schneider) ~$276 | Avg PT ~$300. Strong Buy consensus; largest global AI power & cooling player by revenue, not directly accessible to most US retail investors. 🔋 POWER GENERATION — Grid/Utilities 4. $Constellat
Why TSLA Is at a Tactical Inflection — Not a Simple Hold
Bottom Line First: The Bullish Zone Is Confirmed — But the Next Move Is a Sell, Not a Buy Tesla (NASDAQ: TSLA) closed the week of May 18 at $426.00, up 0.89% on the week. The number looks quiet. The story underneath it is anything but. Two weeks ago, TSLA made one of the most significant structural moves in its recent history: a confirmed zone transition from a prolonged 30-week Bearish baseline of -26% into a genuine Bullish Zone — not a momentum bounce, not a dead-cat recovery, but a full structural crossing of 65 percentage points from baseline to current. The probability of returning to a Bearish Zone in the next 10 weeks stands at 0%. And yet, the most important action point in this week's report is not a buy. It is a sell — specifically, a sell target of $436.00 between May 18 and Ma
The Market Verdict First: The Most Watched Stock in the World Just Changed What It Is — and Markets Are Still Figuring Out the Price For most of its history as a public company, $Tesla Motors(TSLA)$ was classified as an automaker — an unusual one, but ultimately a company that made vehicles and derived revenue from selling them. That classification is now obsolete. In 2026, Tesla is in active transition into a hybrid AI, autonomous mobility, and humanoid robotics platform — and the market's attempts to price that transition are creating one of the most significant valuation debates in the current equity cycle. What happens with Tesla has implications that extend far beyond the individual stock. The success or failure of TSLA's AI pivot affects how
$MELI, $TSM, $IWM, and $PLTR Approach Critical Technical Levels
Market momentum is becoming increasingly tactical as select leaders test key technical inflection points. From $MELI rebounding sharply off oversold conditions to $TSM and semis flashing overbought signals, traders are watching whether momentum can continue or if mean reversion takes over. Meanwhile, small caps and growth names like $IWM and $PLTR are approaching critical breakout zones that could determine the next phase of market direction. 1. $MercadoLibre(MELI)$ Last week, $MELI stood out as an overextended bear with high probabilities for a reversal. The stock rallied 7.6% during the week, reaching $1,708, a level included in the screener shared in the Founding Members Hub, where levels for MELI, $SPX and megacaps are updated daily. Keep an e
$ARM Leads While $AMGN and $CRWV Test New Bull Cycle Zones
Bullish momentum continues to build across biotech and AI infrastructure names, with several stocks either breaking out or testing key bull cycle zones. From $ARM extending its powerful rally to $AMGN, $BMY, and $CRWV setting up for potential continuation moves, the focus remains on strong structure, improving buying pressure, and high-probability technical setups. 1. $Amgen(AMGN)$ $AMGN showing strength again inside its bull cycle. This setup has led to a move toward $400 within 30–90 days about 63% of the time. Structure remains bullish. If the bounce is going to happen, this is the spot. Combined Signal System has now flipped long. 2. $ARM Holdings(ARM)$ This $ARM breakout has been impressive. Up about
Will Strengthening Buy Flow Push $TSLA Back Above $436?
$Tesla Motors(TSLA)$ ⚡ Key Takeaway TSLA has made a genuine structural zone transition — crossing into the Bullish Zone from a 30-week Bearish baseline of −26% — but the position is just two weeks old and is currently carrying a −0.5% unrealized loss from the $428.40 entry, reflecting the correction pressure that has been in play since entry. A notable development this week is the reversal of buy-sell flow: after weakening during the early correction, buying flow is strengthening again — which is the structural signal behind the near-term sell window at $436.00 this week or next. The 10-week directional balance is meaningfully different from the other reports this week: TSLA is projected upward 60% of sessions versus downward 40%, with three disti
$PINS Will Reclaim $20 as Momentum Gradually Improves
$Pinterest, Inc.(PINS)$ $Pinterest, Inc.(PINS) Rises +2.33%: AI Restructuring Pains Ease, $19 Pivot Holds Firm Latest Close Data 📊 Closed at $19.29 on 2026-05-25, up +2.33%. Currently sits 51.7% below its 52-week high of $39.93. Core Market Drivers 🚀 The stock is stabilizing after recent volatility driven by its major AI-focused restructuring, which included plans to cut up to 15% of its workforce. This follows a strong Q1 earnings beat in early May, where revenue grew 18% YoY and the company announced a $2B share buyback. Technical Analysis 📈 Volume was 12.79M shares (Volume Ratio 0.85), indicating average participation. The 6-day RSI has jumped to 44.75, recovering from oversold territory (previously ~33), signaling a potential short-term moment
😀Hi Tigers, As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between May 25 and May 29. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: MRVL, CRM, PDD, BMO, BNS & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in
😀Hi Tigers, As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between May 18 and May 22. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: NVDA, WMT, MUFG, ADI, TJX & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to invest
$BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? 💭
Tiger Research Team maintains a BUY rating and $30.00 Price Target on $Bilibili Inc.(BILI)$ after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on
$JD 2Q26E: PT at $35, Can JD Defend Its Margin Floor as Big-Ticket Sales Crack? 💭
Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on JD.com after cutting 2Q26E revenue by 7% to reflect a sharp April deterioration in big-ticket retail momentum. The single most important strategic takeaway: while electronics and home appliance demand is cracking faster than expected, Tiger Research Team is holding the margin floor steady by cutting variable costs proportionally, suggesting the investment case shifts from top-line acceleration to margin resilience in a soft macro. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $35.00 Price Target on $$JD.com(JD)$$ following a model update that cuts 2Q26E revenue by 7% after April China retail data showed a clear
Global Market Outlook | Equities Learned to Live with 5% Yields. But Can They Survive a Rate Hike?
Issued: May 25, 2026 Period Covered: May 19, 2026 → May 23, 2026 I. Core Pricing Phenomenon: V-Shaped Recovery + Dow 50,579 Last week we asked: CPI 3.8%, yields above 5%, equities at all-time highs — something has to break. Who blinks first? This week's answer: Nobody blinked. On Tuesday, the 30Y Treasury yield surged to 5.19% — highest since 2007. The 10Y hit 4.687%. The S&P 500 fell for three consecutive sessions to 7,353. The impossible triangle appeared to be cracking. Then, within 48 hours, a textbook V-shaped reversal. Friday close: Dow 50,579.70 — a new all-time record. S&P 7,473.47, within 0.4% of its May 14 high of 7,501. Weekly gain: +0.9%. Eight consecutive winning weeks. 10Y retreated to 4.57%. 30Y pulled back to 5.08%. VIX closed at 16.70 — lower than before the yield
Sector star | Can $JSKW, $MFVW, $QXCW, $XCVW & $UOOW Keep Leading Singapore’s Leverage?
1. $SMIC 5xLongSG270316(JSKW.SI)$ +37.93% Strong Q1 2026 Results and Upbeat Q2 Guidance: SMIC reported Q1 revenue of US$2.51 billion (+8.1% to +11.5% YoY), gross margin 20.1%, and net profit US$197.45 million (+5% YoY). Q2 guidance: revenue +14–16% QoQ with margins 20–22%, driven by AI chip demand, power management, and data transmission products with customer price hikes. AI & Semiconductor Sector Rally: Broader industry tailwinds from AI infrastructure spending, rising overseas orders, and higher utilization in advanced nodes boosted China tech sentiment. Technical Breakout on Massive Volume: Stock surged on >212 million shares traded, breaking resistance and moving well above key moving averages. 5x Daily Leverage Amplification: The s
$YELP Can Close the Gap Toward $27 as Sentiment Stabilizes
$Yelp(YELP)$ Yelp Inc. Surges +2.52%: Local Reviews Giant Bounces from Support, Eyes $24.3 Resistance 🚀 Latest Close Data: 📅 Yelp closed at $22.39 on May 25th, marking a solid +2.52% gain. The stock is now ~43.4% below its 52-week high of $39.58, suggesting significant recovery room. Core Market Drivers: 📰 The rebound follows a post-earnings dip from earlier in May. While Q1 EPS of $0.30 missed the prior year's $0.36, revenue of $361.5M beat expectations. The company reiterated its full-year revenue guidance ($1.46B-$1.48B), which may have provided stability and attracted bargain hunters. Technical Analysis: 📊 Volume was 1.09M shares, with a 0.73 Volume Ratio indicating below-average activity, typical for a consolidation day. The RSI (6) at 37.56
$Etsy(ETSY)$ $Etsy, Inc. (ETSY) Gains +2.70%: Analyst Upgrades Fuel Momentum, Eyeing $64 Breakout 📈 Latest Close Data 📊 Closed at $62.38 on May 25, 2026, up +2.70% (+$1.64). The stock remains ~18.5% below its 52-week high of $76.52. Core Market Drivers 🚀 Positive sentiment is fueled by recent analyst actions. On May 21, Arete upgraded ETSY from "Neutral" to "Buy" with a $76 target. This follows a May 4 upgrade by Jefferies, raising its target from $52 to $62. Strong Q1 earnings (reported April 29) continue to underpin confidence. Technical Analysis 📉 Volume was 2.51M shares (Volume Ratio: 0.92), indicating average participation. The RSI(6) at 63.37 is in bullish territory but not overbought. However, the daily MACD histogram is negative at -0.62,
$UPS Will Hold $101 and Build Momentum for a Larger Recovery
$United Parcel Service Inc(UPS)$ $United Parcel Service (UPS) Rallies +2.82%: Bounces from Support, Eyes $107 Resistance Break 📈 Latest Close Data Closed at $101.02 (+2.82%) on 2026-05-25, now ~17.5% below its 52-week high of $122.41. 📰 Core Market Drivers Stock rebounding from recent lows amid broader market stabilization. 📊 Persistent market concerns linger from earlier reports of massive restructuring costs and a competitive threat from Amazon's expanded logistics network. 🚚⚔️ 🔍 Technical Analysis Volume: Daily volume of 4.54M shares is below the recent average (Volume Ratio 0.86), suggesting a cautious rebound. 📉 MACD: The latest DIF (-1.21) remains below the DEA (-1.17), but the MACD histogram has narrowed to -0.077, indicating bearish momentu