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07-21
AI-Driven Equity Pullback Weighted on LCU, Though AI Fundamentals Appears Intact; S-REITs Remain Resilient With Singapore’s Q2 GDP Growing 5.7% YoY【 CSOP SG Weekly 】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.60%* US Treasury yields have moved higher amid renewed Middle East tensions. While softer June CPI and PPI readings provided some relief, HSBC remains cautious on front-end rates as higher oil prices and geopolitical risks continue to pose upside inflation risks. Looking ahead to the week, there is little data and Fedspeak as the FOMC’s pre-meeting blackout window begins. Several policymakers have noted signs of inflation being well above target, which could lead to policy action. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑1.85% As of 17 Jul 2026 (Fri), $CSOP iEdge SREIT ETF S$(SRT.SI)$ gained 0.40% WTD in SGD, bringing its YTD re
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07-21
Strategy (MSTR) Benefits From BTC Uptick And Favourable Market
$Strategy(MSTR)$
TOPdaz999999999: $Strategy(MSTR)$ On July 21, Strategy rose 5.19% in regular trading, trading at $103.78/share, with turnover of $552 million. The stock rallied alongside a broad move higher in cryptocurrency-related equities, with Circle up nearly 8%, BMNR up nearly 6%, and Coinbase gaining over 3%. The move was driven by multiple catalysts. Strategy disclosed it did not buy or sell any Bitcoin last week, alleviating market fears of further disposals after its earlier sale of 3,588 BTC in early July. The company simultaneously injected $225 million into its USD reserves, bringing the total to approximately $3.225 billion as of July 19. Additionally, the previously announced $1 billion Class A common stock repurchase program continues to provide valuation support. With the company's mNAV trading at depressed levels, bargain-hunting capital has been drawn in as the market reassesses the near-term risk of forced BTC liquidation.
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07-21
SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps
$SanDisk Corp.(SNDK)$
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07-21 21:46
$IBKR Could Be One Earnings Away From New Highs
$Interactive Brokers(IBKR)$ $Interactive Brokers (IBKR) Rises +1.27%: Earnings Catalyst Looms, $98 Target in Sight 📈 Latest Close Data 🕒 Closed at $91.68 on 2026-07-21, up +1.27% ($1.15). Trading just 6.3% below its 52-week high of $97.84. Core Market Drivers 🚀 The stock is buoyed by strong pre-earnings momentum, with multiple analysts raising price targets ahead of the Q2 report. The launch of commission-free ETF investing in Europe continues to expand its retail client base, driving growth expectations. Technical Analysis 📊 Volume surged to 3.74M shares (Volume Ratio: 1.02), confirming the uptick. The RSI(6) at 43.26 indicates a neutral-to-oversold bounce from recent lows. However, the MACD histogram remains negative at -1.09, suggesting underly
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07-21
Why Domino’s Mixed Quarter Says More About the Consumer Than the Revenue Beat Suggests
$Domino's Pizza(DPZ)$’s second-quarter results presented two different pictures of the same business: a durable global franchise system and a consumer increasingly focused on value. The company reported $1.19 billion in revenue, up 4.3% year over year, while diluted earnings increased to $4.07 from $3.81. Global retail sales excluding currency effects grew 3%, and Domino’s added 209 net stores—26 in the United States and 183 internationally. Domino’s official second-quarter release was published on July 20. Those figures initially appear solid. The company generates royalties, advertising revenue and supply-chain sales from a largely franchised system, with franchisees representing approximately 99% of its stores. New units can therefore support gr
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07-21
Top mover alert: Nikkei225 - trending call warrant jumps 22% as index extends gains to 3% in two days following potential pension fund flows
The $Nikkei 225 Index(N225.JP)$ September futures is up another 1% this morning to 65,825 as of 1130AM, taking its two-day gain to 3% ✳✴Trending N225 call warrant $NKY 81000MBeCW261211(ZY2W.SI)$ (https://warrants.com.sg/tools/livematrix/ZY2W) is trading 7 times more - up 21.9% to SGD 0.078 on the back of the N225 Index's move, while trending N225 put warrant $NKY 50000MBePW261211(ROJW.SI)$ (https://warrants.com.sg/tools/livematrix/ROJW) is down 17.9% to SGD 0.078 💴The N225 is buoyed by Bloomberg news that Japan's Government Pension Investment Fund (GPIF) - the world's largest retirement savings pool with approximately 294 trillion yen (USD1.8 trillion) i
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07-21
Option Movers | Microsoft Mixed $4M Bear & $1.7M Long Call Bets Signal Cautious Institutions; Alphabet $1.74M Long OTM Call Flags Strong Bullishness
Market Overview Wall Street's three major indexes finished lower on Monday (July 20) while investors looked for moves toward Middle East de-escalation and waited for earnings reports due from major technology companies later in the week. Regarding the options market, a total volume of 58,103,570 contracts was traded, of which 56% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $MU(MU)$, $MSFT(MSFT)$, $AMZN(AMZN)$, $INTC(INTC)$,
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07-21
Top mover alert: Nikkei225 - trending call warrant jumps 22% as index extends gains to 3% in two days following potential pension fund flows
The $Nikkei 225 Index(N225.JP)$ September futures is up another 1% this morning to 65,825 as of 1130AM, taking its two-day gain to 3% ✳✴Trending N225 call warrant $NKY 81000MBeCW261211(ZY2W.SI)$ (https://warrants.com.sg/tools/livematrix/ZY2W) is trading 7 times more - up 21.9% to SGD 0.078 on the back of the N225 Index's move, while trending N225 put warrant $NKY 50000MBePW261211(ROJW.SI)$ (https://warrants.com.sg/tools/livematrix/ROJW) is down 17.9% to SGD 0.078 💴The N225 is buoyed by Bloomberg news that Japan's Government Pension Investment Fund (GPIF) - the world's largest retirement savings pool with approximately 294 trillion yen (USD1.8 trillion) i
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07-21
SGX Daily Top Movers (21-7-2026): D05, O39, U11, Z74, S68, S63, C38U, U96, A17U & C6L lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $SGX(S68.SI)$ $ST Engineering(S63.SI)$ $CapLand IntCom T(C38U.SI)$ $Sembcorp Ind(U96.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $SIA(C6L.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $OCBC Bank(O39.SI)$
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07-21
AMD Just Changed the AI Competition, It's Selling the Whole AI Rack
$Advanced Micro Devices(AMD)$ has unveiled Helios, its first rack-scale AI platform, marking one of the company's biggest strategic moves in the AI infrastructure market. The significance isn't simply another GPU launch. It's that AMD is moving beyond selling individual accelerators and is now offering a complete AI computing system that combines GPUs, CPUs, networking and software into a single rack-level solution. The Battle Has Moved Beyond GPUs For years, AI competition centered on who had the fastest accelerator. That is changing. Large cloud providers increasingly purchase complete AI systems rather than standalone chips, making system integration just as important as raw computing performance. Helios reflects this shift by combining 72 next-
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07-21
China's AI Push Reaches a New Milestone
China's AI infrastructure race has reached a new stage. Z.AI has reportedly completed a 1-gigawatt AI data center, with the facility beginning partial operations using only domestically produced chips and no $NVIDIA(NVDA)$ hardware. The development highlights a major shift in the global AI competition: The race is no longer only about building better models—it is also about building the computing infrastructure behind them. Why China Is Building Its Own Stack The new data center is designed to support Z.AI's frontier GLM model development. Inside the facility are multiple computing clusters, each containing more than 10,000 domestic AI chips. A 1-gigawatt power capacity represents a massive infrastructure commitment, showing that China is attempti
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07-21
$1.65T! The Hidden Cost of the AI Race
The AI boom is creating one of the largest investment cycles in technology history. But while investors focus on AI revenue growth, model performance and data center expansion, another number is becoming increasingly important: How much future financial commitment is being created behind the scenes? A recent analysis of financial filings from $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Oracle(ORCL)$ suggests that AI-related obligations—including GPU contracts, data center leases and infrastructure agreements—have grown rapidly and now re
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07-21
First 2H26 One Good Trade Live show this Thurs 23 July 1030AM!
Let’s kick off the second half of 2026 with Joey Choy on One Good Trade Live Show! Renowned educator and remisier Joey Choy will be addressing what next given the new record highs of the $Straits Times Index(STI.SI)$ (STI). He will team up with Head of Singapore Warrants Jamie Chung, who will share how to leverage on Joey’s short-term views with structured warrants. The live streaming will be on Thursday 23 July at 1030AM on Joey Choy’s Facebook and YouTube Live! Joey will revisit his previous analysis of $CityDev(C09.SI)$, before moving on to talk about whether our local benchmark STI has further upside from here. *This show is sponsored by Macquarie Warrants Singapore and the views of Joey do not re
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07-21 19:03
Google earnings to test if the memory stock rebound can turn into a reversal
Today, global memory stocks finally staged a meaningful rebound. It felt like weeks of pent-up pressure were finally released. South Korea’s KOSPI rose roughly 3.6%, while Japan’s Nikkei gained about 3.3%. Samsung Electronics, SK Hynix, and Kioxia $KIOXIA HLDGS CORP(KXIAY)$ all rallied. Japan was closed yesterday, and Kioxia came back today with a 17% surge—nearly brought me to tears.[Cool][Smart][Sly] In U.S. premarket trading, SNDK, MU, WDC, and STX were also all higher. Asia-Pacific market performance There was also a fundamental catalyst today: South Korea’s exports during the first 20 days of July rose 52.3% year over year, with semiconductor exports surging 180.6%. At the very least, this confirms that memory shipments have
TOPThanks for the insightful analysis. You mentioned that today’s move was a rebound rather than a reversal. May I know what specific signals would confirm that memory stocks have entered a new uptrend instead of just a temporary rebound?
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07-21 18:16
IREN Soars Pre-Market to $41.87 on $2.8B AI Deal: How to Play the 143% IV Surge
$IREN Ltd(IREN)$ securing a $2.8B AI cloud contract and raising 2026 revenue guidance above $4B fundamentally validates its pivot from Bitcoin miner to AI infrastructure operator. With pre-market shares trading up to $41.87 and Implied Volatility (IV) sitting at a massive 143% (98th percentile), the market is pricing in explosive near-term move expectations. IF YOU ALREADY OWN THE SHARES If you hold at least 100 shares, the extreme volatility makes this an ideal environment to consider a covered call (selling the right for someone else to buy your shares at a set price to collect income). With the stock approaching resistance at $45, selling an out-of-the-money call option allows you to harvest elevated option premiums while setting a disciplined
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07-21 17:39
Alphabet Q2 preview: $190 billion of spending has to show up in revenue and cash flow
Takeaways Q1 revenue rose 22%, while operating income grew 30%. Cloud revenue grew 63% and margin reached 32.9%. Search revenue rose 19%, with a lower traffic acquisition cost ratio. Q1 capex consumed 78% of operating cash flow. Forward P/E is about 24.6 times, while free cash flow yield is only 1.5%. $Alphabet(GOOG)$ reports second quarter results after the close on July 22. Wall Street expects revenue of roughly $116.9 billion, up 21.3% year over year, with EPS of $2.90. That EPS will look much lower than the $5.11 reported in Q1. The comparison is misleading. Equity investment gains added $28.7 billion to Q1 net income and $2.35 to EPS. I would strip those gains out and concentrate on operating income, free cash flow and the gro
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07-21 20:16
Wall Street Is Holding Its Breath. This Week Could Decide the Market's Next Move.
A weak start… but investors are looking far beyond Monday's losses. U.S. markets opened the week cautiously as renewed tensions between the U.S. and Iran pushed oil prices higher. Market recap: Dow Jones: -0.59% S&P 500: -0.19% (third consecutive losing session) Nasdaq: +0.05% Despite the geopolitical headlines, the market's attention is focused elsewhere. This is one of the most important earnings weeks of the year. Big Tech Is About to Face Its Biggest Test MAG7 Several AI heavyweights report earnings over the coming days: $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ Intel Next week, the spotlight shifts to: Microsoft Meta Amazon So far, earnings season has been impressive, with 88% of S&P 500 compan
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07-21 20:14
YXT Completes AI-Native R&D Transformation , Enters a New Stage as an AI-Native Enterprise
Radnova Intelligent Technology ( $云学堂(YXT)$ ) recently announced the completion of a comprehensive AI-native transformation of its research and development (R&D) system, enabling AI to drive the entire software development lifecycle—from requirements analysis and system architecture design to code generation, testing, validation, deployment, and iterative improvement. Rather than serving as a coding assistant, AI now serves as the primary implementation engine throughout Radnova's software development process. Developers are shifting from writing code to defining structured software specifications, exercising business judgment, and making critical decisions. At the same time, the company has built an ontology-based enterprise knowledge base bas
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07-21 21:38
$GOOG Could Be Ready for Another AI-Led Rally
$Alphabet(GOOG)$ $Alphabet Inc.(GOOG) Rises +1.52%: AI Chip Ambition Fuels Momentum, Eyes $370 Breakout 📈 Latest Close Data 🕐 Closed at $351.37 on 2026-07-21, up +1.52% (+$5.25). The stock is trading ~13.1% below its 52-week high of $404.47. Core Market Drivers 🚀 Positive sentiment was fueled by reports of Google developing a new, highly efficient AI server chip (codenamed "Frozen v2"), potentially boosting Gemini model performance. This news, coupled with ongoing market optimism around AI infrastructure, provided a key catalyst for the day's gains. Technical Analysis 📊 Volume was 13.2M shares (Volume Ratio: 0.75), indicating average participation. The RSI(6) is at 45.15, moving out of oversold territory, suggesting weakening selling pressure. The
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07-21 21:29
AMD AI Rally Reloads? Bull Put Spread Targets Breakout
$Advanced Micro Devices(AMD)$ $Advanced Micro Devices, Inc.(AMD) Rebounds +1.58%: AI Chip Giant Holds Support, Eyes $533 Target 🚀 Latest Close Data 📊 Closed at $$503.57 on 2026-07-21, up +1.58% $$+7.81). Currently -13.9% from its 52-week high of $584.73. Core Market Drivers ⚙️ KeyBanc raised its price target to $725, the highest among analysts, maintaining an Outperform rating, fueling bullish sentiment. The stock is consolidating after a recent pullback, with market focus on AI chip demand and competitive positioning against peers. Technical Analysis 📈 Volume: Trading volume was 23.44M shares, with a Volume Ratio of 0.89, indicating slightly below-average activity, typical of consolidation. RSI (6): RSI(6) at 39.68, recovering from oversold territ