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1.06K
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MilkTeaBro
·
06-30

HK Bear Market, DCA This ETF.

My portfolio declined by SGD 33,000 in June 2026, representing a 5.6% loss. Despite this setback, year-to-date dividends remain strong at SGD 13,000. My core portfolio consists of Singapore and Hong Kong high-dividend stocks, complemented by a satellite portfolio in Hang Seng Technology stocks. Right now, it feels like Hong Kong stocks have entered a bear market, largely because AI hardware is sucking up all the global capital. While I missed out on the AI rally, I have no intention of chasing it at these levels. Instead, I’m sticking to my strategy and adding to my dividend positions. I also recently started a new position in the Global X Hang Seng High Dividend Yield ETF (03110), and my current plan is to dollar-cost average (DCA) into this ETF throughout the bear market. To fund this, I
HK Bear Market, DCA This ETF.
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TigerOptions
·
07-01

Why Comcast’s Breakup Could Unlock the Stock’s Hidden Value

$Comcast(CMCSA)$ is finally breaking itself apart. The company announced plans to spin off NBCUniversal and Sky into a separate publicly traded company, leaving Comcast focused on broadband, wireless, business services, and connectivity. This is not a small restructuring. This is Comcast admitting that the old media-conglomerate model no longer works the way it used to. For years, Comcast tried to combine distribution and content under one roof. It owned the pipes through broadband and cable. It owned the entertainment through NBCUniversal, Peacock, Universal Studios, theme parks, and Sky. In theory, that made sense. In practice, the market did not reward it. Now Comcast is trying something different. Instead of asking investors to value one comp
Why Comcast’s Breakup Could Unlock the Stock’s Hidden Value
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742
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TigerOptions
·
07-01

Why Gold breaking below $4,000 is important

$Gold - main 2608(GCmain)$ has finally cracked below the psychological $4,000 level. Gold Futures Monthly Chart For months, gold was treated like the untouchable safe-haven trade. It had the perfect storm behind it: inflation fears, geopolitical tension, central-bank buying, de-dollarization narratives, and retail demand. But markets do not move in straight lines forever. Now gold is facing a colder question: Was the move above $4,000 a new floor, or just the top floor of an overcrowded trade? The answer matters because gold’s latest drop is not just about one bad trading day. It is about a shift in what investors are prioritizing. When fear was rising, gold was king. Now that real yields are rebounding, the dollar is firming, and geopolitical
Why Gold breaking below $4,000 is important
TOPWalterD: I added on this break too. Gold under 4000 feels like noise to me
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1.03K
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Shyon
·
06-30
For me, the first half of 2026 was about staying disciplined and focusing on AI infrastructure instead of chasing hype. I continued buying quality companies after pullbacks, especially in semiconductors and cloud infrastructure. While not every trade was perfect, I'm satisfied with my overall performance. For Q2 earnings, I think the market needs proof that AI is driving real earnings growth, not just higher valuations. If companies continue delivering strong results and hyperscalers keep investing, I believe the AI rally still has room to run. In the second half, I'm staying bullish but more selective. I still like memory and AI infrastructure, while also watching power and networking as the next AI opportunities. My plan is to keep buying quality stocks during market dips and stay inves
For me, the first half of 2026 was about staying disciplined and focusing on AI infrastructure instead of chasing hype. I continued buying quality ...
TOPicycrystal: thanks for sharing
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koolgal
·
06-30
🌟🌟🌟What should investors do in the midst of this US Iran peace treaty? Investors should pivot from defensive war footing to an opportunistic growth footing. It is a good time to reallocate capital out of safe havens like $SPDR Gold ETF(GLD)$ into high quality growth stocks like the Magnificent 7 such as $NVIDIA(NVDA)$ $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ . As crude oil prices are dropping, it is a good time to pivot out of $United States Brent Oil Fund LP(BNO)$ because the fundamental drivers that sent the ETF climbing have sharply reversed. Let's hope the peace talks w

【🎁有獎話題】美伊重返談判桌!全球資產如何變?

@期貨茄哩虎
小虎們好呀!短暫的和平又在美國和伊朗互相襲擊後打破,期貨茄哩虎一直給大家提到的戰後尾部風險還是來了,雖然雙方已經同意重啓談判,全球資產價格會怎麼變呢? 美伊停止互襲後重啓談判! 在雙方簽署停戰諒解備忘錄開始和談還不到10天,雙方又迎來了軍事衝突。當地時間6月27日,美軍中央司令部表示,戰鬥機對伊朗在霍爾木茲海峽及其附近多地的10個軍事目標實施打擊,以回應伊朗對商船發動的無人機襲擊。 美國總統特朗普在社交平臺上指責伊朗違反停火協議,宣佈對伊朗的多個目標實施軍事打擊。「美國戰機啱啱打擊了伊朗的導彈、無人機儲存地點等設施,原因是他們再次違反了停火協議,總有一天我們可能無法再保持理智,從而被迫重啓軍事行動,如果是這樣的話,伊朗將不復存在!」他再一次威脅道。 伊朗方面則表示近期的軍事行動是對美國的「侵略」行為做出回應,警告美國對伊朗錫裏克地區實施打擊,並不能改變對霍爾木茲海峽的掌控。伊朗對違規船隻進行「警告性」射擊只是在提醒其他船隻按照規定的航道通行。 6月18日,美伊兩國領導人就和平協議框架最終文本以遠程形式簽署,主要是為了能夠儘快開放霍爾木茲海峽。此前茄哩虎也跟大家聊到,備忘錄中的主要內容包括了黎巴嫩在內的所有戰事永久停止軍事行動,承諾不再互相發動任何戰爭或軍事行動等。 圖源:鉅亨網 有分析師認為,本次簽署備忘錄後的兩國衝突是局部的,本質還是霍爾木茲海峽主導權的爭奪。雙方小摩擦不斷,但並沒有重新回到3月份大規模衝突的意圖和跡象。預計雙方未來會處於一種局部的、低程度的衝突,疊加談判正在進行中的狀態。 而雙方的摩擦後很快就迎來了新一輪談判。根據美媒消息,雙方預計將於6月30日在卡塔爾首都多哈繼續和平談判。特朗普確認了該消息,雙方主要會聚焦霍爾木茲海峽的問題。但這一消息很快就遭到了伊朗否認,伊朗外交官員表示本週在多哈進行雙方技術性談判的說法不屬實,伊朗方面未來幾天沒有與美方開展任何談判
【🎁有獎話題】美伊重返談判桌!全球資產如何變?
🌟🌟🌟What should investors do in the midst of this US Iran peace treaty? Investors should pivot from defensive war footing to an opportunistic growth...
TOPOswaldFinger: I closed my BNO long yesterday too, peace deal probably kills the oil bid
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TigerOptions
·
06-30

Why Rocket Lab’s Iridium Deal Could Turn RKLB Into a Mini SpaceX

$Rocket Lab USA, Inc.(RKLB)$ just made one of the boldest moves in the space industry. The company announced an $8 billion deal to acquire Iridium Communications, a satellite communications provider with a global low-Earth-orbit network, licensed spectrum, enterprise customers, government relationships, and millions of subscribers. This is not a small bolt-on acquisition. This is a business-model transformation. Before this deal, Rocket Lab was mainly known for launch services, satellite manufacturing, and space systems. After this deal, Rocket Lab is trying to become something much bigger: A vertically integrated space company. That is why RKLB is worth watching today. The market is not only reacting to an acquisition. It is reacting to Rocket La
Why Rocket Lab’s Iridium Deal Could Turn RKLB Into a Mini SpaceX
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734
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Young on stocks
·
06-30

$NOK: Nokia Isn't Chasing AI. It's Building the Infrastructure Behind It.

Over the past two weeks, Nokia has released a series of AI-related announcements. $诺基亚(NOK)$ Individually, none of them looked particularly game-changing. Taken together, however, they reveal a much bigger strategy. Nokia is quietly positioning itself as an AI infrastructure company. The latest announcement is its joint Silicon Valley Innovation Center with Freedom Holding. At first glance, it sounds like another corporate innovation lab. But the focus isn't consumer AI or chatbots. The center will develop AI data center blueprints, cloud infrastructure, advanced networking, 5G, edge computing, and AI-ready digital architecture. In other words, it's focused on building the foundation that future AI systems will run on. This becomes much more intere
$NOK: Nokia Isn't Chasing AI. It's Building the Infrastructure Behind It.
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423
General
Lanceljx
·
06-30
If the inclusion-driven rally is primarily driven by passive inflows, much of that catalyst may already be reflected in prices. History shows index additions often create strong momentum before and around inclusion, followed by more mixed returns once forced buying subsides. For a fresh position, I'd avoid chasing after a 20%+ sector surge. If you want exposure: SPCX offers diversified exposure and lower company-specific risk. RKLB has a stronger operating business and is a reasonable choice for investors with higher risk tolerance. ASTS has the greatest upside potential, but also the highest execution and valuation risk. My preference would be to wait for a pullback or consolidate before adding. If the long-term space investment theme remains intact, missing the first leg is usually less
If the inclusion-driven rally is primarily driven by passive inflows, much of that catalyst may already be reflected in prices. History shows index...
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315
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Lanceljx
·
06-30
The rebound suggests investors still have confidence in the AI infrastructure story, and the quick recovery in memory names indicates the lawsuit has not materially changed the long-term demand outlook. However, one strong session does not confirm a new uptrend. A V-shaped recovery can evolve into a sustained rally if earnings, AI spending and macro conditions continue to support the sector. Equally, after such large gains this year, volatility is likely to remain elevated and sharp pullbacks should be expected. For long-term investors, I would lean towards selectively buying quality names on weakness rather than chasing a single day's rebound. If positions have become disproportionately large after the rally, trimming into strength to rebalance risk is reasonable. In short, treat this as
The rebound suggests investors still have confidence in the AI infrastructure story, and the quick recovery in memory names indicates the lawsuit h...
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203
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Lanceljx
·
06-30
AI's gains have been unusually concentrated. While the S&P 500 rose only about 8%, memory and AI infrastructure names surged several hundred percent, showing how selective this rally has been. Q2 earnings are the next major test. Strong AI-driven revenue, margins and capex could justify current valuations. Any signs of slowing demand or weaker guidance could trigger sharp profit-taking. For H2, I'd avoid chasing memory after its huge run. I'd keep core exposure but gradually diversify into other AI infrastructure areas such as power, grid equipment, cooling, networking and cloud. The AI theme remains intact, but spreading exposure across the value chain offers a more balanced risk-reward than doubling down on the year's biggest winners.
AI's gains have been unusually concentrated. While the S&P 500 rose only about 8%, memory and AI infrastructure names surged several hundred percen...
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59.28K
General
Elliottwave_Forecast
·
06-30

EURGBP: Sells Off From Extreme Area (Blue Box)

In the world of trading, timing is everything. The EURGBP chart below highlights an important lesson in market analysis: waiting for the right area of interest can make the difference between chasing price and positioning with a clear plan. Using Elliott Wave analysis, the market structure suggested that EURGBP was not in a favorable area to Sell immediately. Instead, the focus was placed on waiting for price to complete its corrective pattern and reach the projected Blue Box area, where a higher-probability reaction was expected. The Elliott Wave Roadmap The chart shows EURGBP developing a corrective structure. The analysis identified that price was moving through a wave sequence and that the final leg higher was expected to complete inside the Blue Box area. Rather than buying into stren
EURGBP: Sells Off From Extreme Area (Blue Box)
TOPBelindaHaywood: 78 instruments with 4 updates a day and EURGBP still gets sold as a neat Blue Box turn? Feels overfit to me
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Elliottwave_Forecast
·
06-30

Elliott Wave View: GBPJPY Advancing to Finish Five Wave Diagonal

The short‑term Elliott Wave view in GBPJPY shows the cycle from the April 30, 2026 low unfolding as a diagonal. From that low, wave ((i)) ended at 214.05, followed by a corrective pullback in wave ((ii)) that reached 211.18. The pair then advanced in wave ((iii)) toward 215.6. A retracement in wave ((iv)) completed at 212.34, as reflected in the one‑hour chart. This sequence sets the foundation for wave ((v)), which is developing as a five‑wave structure. From the end of wave ((iv)), wave (i) advanced to 214.67. The subsequent pullback in wave (ii) concluded at 212.53. In the near term, as long as the pivot at 212.53 remains intact, pullbacks should find support in either a three‑swing or seven‑swing corrective sequence. This support is expected to guide the pair higher, completing wave ((
Elliott Wave View: GBPJPY Advancing to Finish Five Wave Diagonal
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59.99K
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Elliottwave_Forecast
·
06-30

JNJ Elliott Wave Analysis: Bullish Rally Targets $271.37 & Beyond

Johnson & Johnson (JNJ) engages in research & development, manufacture & sale of range of products in the healthcare sector worldwide. It operates through Innovative Medicine & MedTech. It comes under Healthcare sector & trades as “JNJ” at NYSE. The JNJ favors rally in ((5)) targeting $271.37 or higher to extend January-2025 rally expected before. It favors rally in (3) of ((5)) from blue box area. Short term pullback in 3, 7 or 11 swings remain supported in 9 swing impulse rally. JNJ – Elliott Wave Latest Daily View: In weekly, it ended (I) impulse at $186.69 high in April-2022 & (II) correction at $140.68 low in January-2025. The pullback in (II) as choppy double three structure. Within (II), it ended w at $150.11 low, x at $175.97 high & y at $140.68 low. Abo
JNJ Elliott Wave Analysis: Bullish Rally Targets $271.37 & Beyond
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Shernice軒嬣 2000
·
06-30

Why Buy Corning ($GLW)? The Ultimate AI Hidden Giant 🚀🧲

$Corning(GLW)$   $Leverage Shares 2X Long GLW Daily ETF(GLWG)$   ​1. The Big Tech Lockdown 🔒 ​NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity & a 50% expansion in fiber. ​Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa Huang voted with his own wealth! 💰 ​Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. ​2. Insane Growth Numbers 📈 ​Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! ​Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo
Why Buy Corning ($GLW)? The Ultimate AI Hidden Giant 🚀🧲
TOPShernice軒嬣 2000: @1PC @Ah_Meng @InverseCramer @MKTrader $Corning(GLW)$ Enormous opportunity. Future 1T market cap
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Barcode
·
07-01
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $Apple(AAPL)$  🚨🤖📈 $NVDA Pullback Or The Next AI Accumulation Zone? Options Markets Are Sending A Clear Signal 📈🤖🚨 🧠 I’m watching Nvidia $NVDA closely as one of the most important battles in the market unfolds: are investors losing conviction in the AI trade, or is this simply a healthy reset before the next potential move higher? After its recent pullback, $NVDA is testing its 260-day moving average, a historically important long-term trend indicator that has often attracted buyers during periods of market uncertainty. 📊 According to quantitative analysis, similar $NVDA setups over the past decade have pro
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$ 🚨🤖📈 $NVDA Pullback Or The Next AI Accumulation Zone? Options Markets Are Sending A Clear Signal 📈...
TOPrichegg: I checked the stats too — 83% hit rate and 12.8% forward avg, I added on this 260DMA test. Does options flow stay this clean though
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Barcode
·
07-01
$QUANTUM CORP(QMCO)$ $D-Wave Quantum Inc.(QBTS)$  $IONQ Inc.(IONQ)$  🚀📦 $QMCO Quantum Computing Inc: AI Storage Demand Explodes, Balance Sheet Reset Creates New Chapter 📦🚀 🧠 I believe the biggest takeaway from Quantum’s FY26 results is not just the 27% YoY revenue acceleration, but the strategic reset that happened immediately after quarter-end. A company once weighed down by a heavily leveraged balance sheet has now removed its biggest existential risk. The $100M capital raise eliminated term debt, converted existing notes, removed approximately $21M in annual interest expense, and shifted the investment narrative from survival mode toward ex
$QUANTUM CORP(QMCO)$ $D-Wave Quantum Inc.(QBTS)$ $IONQ Inc.(IONQ)$ 🚀📦 $QMCO Quantum Computing Inc: AI Storage Demand Explodes, Balance Sheet Reset ...
TOPGuy: I’m watching the $21M interest savings more than 27% growth — how many margin points can that unlock?
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nerdbull1669
·
07-01

Technical Setup for a Bull Put Spread on Alphabet (GOOGL)

Alphabet’s recent corporate and market milestones make it a highly compelling case study for both equity and options-focused strategies. The dynamic you described highlights a classic intersection of fundamental re-rating and structural market support. The Fundamental Re-Rating: Is it a Buy? The pullback of roughly 12–15% from its May 2026 all-time highs of around $385 down to the mid-$350s has effectively compressed $Alphabet(GOOGL)$ Alphabet's valuation. Attractive Valuation Compression: At these levels, the stock trades at a forward P/E of roughly 23.7x to 24.7x. Compared to a trailing P/E that recently spiked over 30x, this compression provides a solid safety margin for long-term investors. The AI and Cloud Narrative: This isn't just a multip
Technical Setup for a Bull Put Spread on Alphabet (GOOGL)
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299
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orsiri
·
07-01

The Efficiency Illusion: Why Block's Real Advantage Hides in Plain Sight

When Efficiency Stops Looking Like Growth For years, Block seemed to be starring in two entirely different films. In one, it was an innovative fintech reshaping commerce through Square and Cash App. In the other, it was an unfocused pandemic darling distracted by Bitcoin, the costly Afterpay acquisition and the unconventional leadership of Jack Dorsey. Neither story quite reflected what was quietly happening beneath the surface. To me, Block has evolved into something that the market still struggles to recognise. Rather than being primarily a payments company, it is steadily becoming an efficiency platform whose economics improve almost invisibly. That distinction matters because invisible competitive advantages rarely command premium valuations until they have already compounded for years
The Efficiency Illusion: Why Block's Real Advantage Hides in Plain Sight
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250
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nerdbull1669
·
07-01

Market Outlook: AI Reality Check Drives Sector Rotation into Q3

The U.S. stock market wrapped up June with a volatile but fascinating close. It marked a distinct inflection point, forcing investors to weigh whether the historic tech run is hitting a wall or simply taking a necessary breath. The June Close & The Tone for Q2/Q3 The market closed the final sessions of June by rallying to trim what had been a rocky month. On June 30th, the $S&P 500(.SPX)$ S&P 500 rose 0.8% (closing just under 7,500), the $NASDAQ(.IXIC)$ Nasdaq jumped 1.5%, and the Dow Jones Industrial Average ticked up 0.3% to edge out another record. Despite the final days' rebound, June was the S&P 500's first losing month after a stellar consecutive run. However, looking at the bigger
Market Outlook: AI Reality Check Drives Sector Rotation into Q3
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4.04K
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D45
·
07-01
$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$  這是短炒彈藥 量子電腦未來發展趨勢 量子電腦正從實驗室原理驗證加速邁向工程化與產業化,未來十年將沿著**硬體規模化、錯誤校正實用化、專用機優先落地、量子與AI融合、網路互聯與安全升級**六大主線推進,中長期朝通用容錯量子運算與全球量子網際網路發展。 --- ## 一、硬體:多技術路線並行,規模與保真度同步提升 - **超導量子**:仍是主流技術路線,量子位元數量持續突破(如IBM、Google),核心目標為提升**閘保真度(逼近99.9999999%)**與同調時間,降低運算錯誤率。 - **光量子(中國優勢領域)**:具備室溫穩定、低損耗特性,「九章」系列不斷刷新光子纏結紀錄,產業化門檻低,預計3至5年內可縮減至桌上型電腦尺寸。 - **中性原子/離子阱**:擴展性高、同調時間長,中性原子技術路線快速崛起(如中國「漢原」系列),目標在2027至2030年推出千位元等級專用量子電腦。 - **矽基量子**:2026年已實現原子級精度全堆疊邏輯運算,未來將依託成熟半導體製程,實現低成本量產。 ## 二、錯誤校正:從NISQ過渡至容錯運算,邁向實用化關鍵突破 - **短期(2025-2030)**:量子錯誤校正走向規模化,邏輯量子位元突破10個,表面碼等新型校正碼降低實體量子位元消耗,推動NISQ(雜訊中型量子)電腦於特定領域商業化應用
RGTI
06-30 22:55
USRigetti Computing
SidePrice | FilledRealized P&L
Buy
Open
18.90
200
-4.28%
Holding
Rigetti Computing
$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ 這是短炒彈藥 量子電腦未來發展趨勢 量子電腦正從實驗室原理驗證加速邁向工程化與產業化,未來十年將沿著**硬體規模化、錯誤校正實用化、專用機...
TOPBorisBack: I just believe superconductors run out first RGTI take it
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