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10-21 12:57
Atlas Arteria proportional toll revenue falls 0.4%
Full story: https://grafa.com/en/news/australia/atlas-arteria-proportional-toll-revenue-falls-0-4 Proportional toll revenue dropped 0.4% in Q3 2026, excluding foreign exchange movements. Reported toll revenue fell 8.9% due to adverse foreign exchange rate fluctuations. Proposed French tax law changes could add €210 million in costs for APRR. Atlas Arteria (ASX:ALX) reported a 0.4% drop in proportional toll revenue excluding foreign exchange movements for Q3 2026. The revenue change compares to the prior corresponding period, while reported proportional toll revenue declined 8.9% due to foreign exchange movements. Higher fuel prices in France negatively impacted light vehicle traffic, contrasting with positive traffic growth across US and German assets. The French government proposed a draf
TOPRiver0: Core traffic still looks resilient though - US and German assets grew, and the 0.4% drop ex FX is hardly a broken thesis
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10-21 13:00
Northern Star reports higher costs and lower output
Full story: https://grafa.com/en/news/australia/northern-star-reports-higher-costs-and-lower-output Northern Star Resources reported a lower gold output of nearly 364,000 ounces alongside a 20% cost increase to $3,217 per ounce for the September quarter. The operational update coincides with an uninvited takeover approach from Gold Fields, which previously valued the Australian miner at nearly $39 billion. Northern Star stated that the cost increases stemmed from integrating its new $1.8 billion mill at the Kalgoorlie Consolidated Gold Mines operations. Northern Star Resources (ASX:NST) posted a quarterly gold production drop of roughly 19% to nearly 364,000 ounces while its all-in sustaining costs rose 20% to $3,217 per ounce. The latest quarterly figures followed an uninvited takeover pr
TOPCost spike looks transitional to me — 1.50 to 1.65Moz guidance staying intact matters more than one messy quarter
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10-21 13:07
My vote: D, down 5%-10%. Netflix remains a strong business, but earnings reactions are often about expectations rather than whether the company is doing well. With the market already pricing in continued subscriber, advertising and margin growth, weaker-than-expected guidance could outweigh a solid quarter. If I owned $Netflix(NFLX)$, I would hold rather than buy more ahead of earnings. I would want to see whether advertising growth, operating margins and future revenue guidance justify the valuation before adding. Netflix can still deliver strong long-term growth, but at elevated expectations, even a small disappointment can produce a surprisingly large reaction. My prediction: good business, demanding expectations, -5% to -10% af
TOPI think this one beats. Ad growth and margins can re-accelerate, and that matters more than a cautious guide.
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10-21 13:52
I think the AI, satellite and automotive ecosystem could create significant long-term synergies, but I would choose option ③: the exchange ratio and shareholder dilution matter most. $SpaceX(SPCX)$ AI revenue growth is impressive, yet its enormous capital expenditure raises questions about how sustainable that growth will be. As a Tesla investor, I see potential in combining FSD, Robotaxi, Optimus, energy storage, Starlink and AI computing. However, strategic synergies do not automatically translate into shareholder value. The valuation of both companies and the terms of any merger would determine whether Tesla shareholders truly benefit. I would remain optimistic but cautious until the details become clearer. For me, the key is wh
TOPCapex is the moat here, not the red flag. If FSD, Starlink and AI compute really converge, dilution matters less than cash flow scale 🚀
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10-21 11:14
[10.12–10.18]🏆 Weekly Review | Markets Under Pressure, Nearly US$58K Realised Across Three Stocks
In a week when many participants recorded profits from options, all three entries shown on the Prestige champion’s profit list were stocks—and all belonged to the same industry segment. Young investor topped the Prestige leaderboard with a weekly time-weighted return of 14.90%. What trading ideas might connect PSX, MPC and VLO? $Phillips 66(PSX)$ $Marathon Petroleum(MPC)$ $Valero(VLO)$ Quick recap of last week's rankings: Prestige Top 3: 🥇@Young investor, 🥈 @TheRealKal , 🥉 @NicolasSoo<
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10-21 13:44
Coffee Chats by Trade to Win — Event Highlights | 19 Oct
On 19 October, 38 participants gathered for Coffee Chats by Trade to Win to explore trading strategies, risk management and trader psychology through speaker sessions and group discussions. A. US Market and AI Outlook by James James shared his outlook for US equity and bond markets, examining the relationship between AI capital expenditure, long-term Treasury yields and equity valuations. He also discussed potential risks in the AI industry, including debt financing and excess infrastructure capacity. Amid the enthusiasm for AI, he emphasised the importance of assessing companies’ cash flow, balance sheets and profitability, rather than making investment decisions based solely on popular themes. B. Options Strategies and Risk Management by Mr Quek Drawing on his own options trading experie
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10-21 11:44
$SPX Relief Rally Fading? Next Move Could Be Lower
The latest setups point to downside risk for equities, with $S&P 500(.SPX)$ potentially running out of room to rally while oil continues to push higher. Here’s what I’m watching. 👇 📉 $SPX — Relief Rally May Be Over Five waves down. Three waves up. That’s a bearish structure, suggesting the relief rally could be nearing its end. 🎯 Key levels to watch: 7,616: Equal lows and the first downside target September low: The next potential target if support gives way Even if we see more upside first, daily resistance could cap the move. The bias? Lower, unless price action proves otherwise. ✅ The Previous $SPX Low Call The low was called at 8:59 AM, with an ABC move into the target. The setup combined: Higher-timeframe candle sweep Bullish divergence A
753
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10-21 12:40
[Wednesday This or That] Perfect Entry or Perfect Exit? 🎯
If you could have one trading superpower, which would you choose? 🅰️ Perfect Entry: Always buy at the absolute bottom. No more buying the dip only to watch it dip again. 🅱️ Perfect Exit: Always sell at the absolute top. No more selling too early and watching a stock take off. Bonus question: What's your best (or worst) attempt at timing the market? Drop A or B below and tell us why 👇 for a chance to win some Tiger Coins [Allin][Allin] Rewards are limited, so get in early![USD][USD]. $SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ $NASDAQ(.IXIC)$
TOPI would choose B. Perfect exit! Buying too high may affect returns, but if a good stock continues to rise over a long period of time, selling too early may also cause you to miss out on significant profits. My investment principle is: you don't need to sell at the highest point. As long as the company's fundamentals are sound, you can consider holding it for the long term to allow profits to continue to grow. I would rather earn long-term gains than guess the highs and lows of the market every day. You can also remember: buying at the lowest point is luck, and making money in the long run depends on discipline.
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10-21 11:37
While US CPI Was Firmer Than Expected, Warsh Signalled Patience; AI Selloff Weighed on Asian Tech Equities 【 CSOP SG Weekly 】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.70%* Over the course of the last week, US Treasury yields retraced to new highs on Wednesday following a firm CPI report, but reversed lower as AI equity valuation concerns and Fed officials' commentary tempered rate-hike expectations. Warsh said on Friday that “the world has broadly conformed to our expectations” since the last FOMC meeting in September. Looking ahead, pre-October FOMC blackout period begins, limiting policymaker commentary, while data calendar is also relatively light. As of Friday, markets largely priced in a hold in October and a 25bp hike in December. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: -10.41% As of 16 Oct 2026,
TOPThat -10.41% YTD on SRT looks more like leverage and weak rent growth than just rates, so this bottom still feels early
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10-20 20:27
$TENCENT(00700)$
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10-21 00:29
$LLY 20261106 1110.0 PUT$ how much longer will LLY stay above 1200?
272
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10-21 05:46
$KVYO RISK_REVERSAL 280121 CALL 17.5/PUT 15.0$ Klaviyo (KVYO) is a US-listed B2C CRM / marketing-automation software company (NYSE, listed 2023-09-20, ~2,368 employees, Boston). It serves 193,000+ businesses through its data platform and launched a unified B2C CRM suite in early 2025. Latest price USD 19.55 (+11.59% on 2026-10-21, on elevated volume ratio 2.92), market cap roughly USD 5.5bn at ~285M shares. Revenue has compounded steadily at roughly 26% YoY with a stable ~72–73% gross margin. The most recent reported quarter (2026Q2, filed 2026-08-05) beat consensus revenue of 362.1M by ~8.5M (+2.3% surprise), and EPS came in at 0.19 vs 0.191 expected — essentially in line. Geographic mix (2026Q2): Americas 233.3M (62.9%), EMEA 98.4M (26.6
TOPCash flow and the balance sheet look clean, but 51.3M of SBC in one quarter is doing a lot of the work here. That dilution gap matters more than the headline beat
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10-21 11:31
SpaceX AI Revenue Surges 830%—And a Tesla Merger Is on the Table: Ecosystem or Capex?
SpaceX delivered a blowout third-quarter report. Revenue reached $14.58 billion, up 161% year over year, while net income came in at $4.4 billion versus a $1.1 billion loss a year earlier. Shares jumped about 8% in after-hours trading. The biggest surprise was not rockets or Starlink. SpaceX’s Super Intelligence segment generated $7.56 billion in revenue, up 830% year over year. It has now surpassed Connectivity to become the company’s largest business. AI infrastructure, cloud services, Grok and Cursor are rapidly changing what SpaceX represents to investors. (SpaceX earnings release) During the earnings call, Elon Musk added another major catalyst: He said combining Tesla and SpaceX would be “a good idea.” Both companies have formed special committees to discuss a potential transaction,
TOP③ The exchange ratio and shareholder dilution matter most. A Tesla-SpaceX merger could create an ambitious AI ecosystem, combining satellite connectivity, computing infrastructure, autonomous vehicles, robotics and energy storage. But synergies do not automatically translate into shareholder returns. SpaceX's $7.56 billion in quarterly AI revenue is impressive, yet its $19.59 billion in capex highlights the enormous cost of expansion. Investors must distinguish revenue growth from sustainable cash generation. The key question is how much Tesla shareholders must pay for SpaceX's growth. An unfavorable exchange ratio could dilute their interests, even if the combined company becomes more powerful. My view:The merger could unlock long-term value, but valuation discipline comes first. I would rather see a fair deal with transparent financials than an AI narrative that leaves existing shareholders carrying disproportionate costs. @Tiger_comments [捂嘴]
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10-21 10:21
New SMIC call warrant as stock approaches critical 52-week low
$SMIC(00981)$ shares listed on the Hong Kong Exchange has lost 16% this month alone, taking its decline from its May 2026 peak of HKD 93 to a jaw-dropping -45% With its close at HKD 51.20 yesterday, the stock is now trading just 3% above its 52-week low of HKD 49.32 on 30 Mar 2026 The RSI, which fell below 30 on Oct 13 (oversold signal), has remained depressed According to Bloomberg, the stock has historically risen an average of 25% in the 20 days following such signals across 4 occurrences in the past 12 months SMIC's share price rout this month follows the souring sentiment in AI shares, as reflected in the share price plunge of a data centre infrastructure company Elice which tumbled as much as 38% in its IPO debut on the Korean KOSDAQ exchan
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10-21 09:55
Navigating the 2026 Semiconductor Supercycle: Memory Rebound, AI Demand, and Long-Term Stock Valuations
As $Micron Technology(MU)$ hosts its live technology webinar on Wednesday, Oct. 21, 2026, at 8:00 a.m. Mountain Time, the semiconductor industry stands at a crucial juncture. This event centers on next-generation High Bandwidth Memory (HBM3e/HBM4) architectures, enterprise SSD expansion, and advanced DRAM nodes required to fuel the ongoing artificial intelligence expansion. In this article, we would like to share an analysis which demonstrates that the memory rebound is structurally differentiated from past commodity cycles. 1. Micron Webinar Preview: Core Agenda & Strategic Focus Micron Technology’s scheduled briefing on October 21, 2026, comes at a critical time for global memory markets. Management is expected to detail key technical innovati
TOPHBM3e to HBM4 is the real long leg here, especially if AI training demand stays sticky. I care more about CoWoS and DRAM node bottlenecks than the webinar buzz
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10-21 10:02
🇺🇸 21 October 2026 — US Market Daily Recap Optionspuppy
$Hasbro(HAS)$
TOPNFLX long term still looks intact to me, the real issue is guidance wobble not the subscription model. Pricing power matters more here
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10-21 11:13
$BE Up 2,318% in 700 Days, Now Comes the Critical Test
$Bloom Energy Corp(BE)$ is up over 2,318% in the 700 days since its bull cycle started back in November 2024. Now it’s trading in an extremely important zone. Here’s what I’m seeing. 📈 The Cycle The cycle could be coming to an end. The monthly BX Trender is flipping from green to red. But there are two things to note. First, the monthly BX Trender hasn’t closed for October yet. We still have a couple of weeks left. Second, and more importantly, earnings are coming up, and that will obviously move the stock. A good report could flip the monthly BX back to green and keep the cycle going. So technically this is still bullish, just leaning more toward a potential end of the cycle. Nothing’s confirmed yet. Structure Structure matters more than the cycle
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10-21 11:01
[Earnings Recap] SpaceX Surges 8% on AI Boom. Could a Tesla Merger Be Next?
SpaceX surged more than 8% after hours as revenue jumped 161% and its AI business overtook Starlink. Elon Musk also raised the possibility of a merger with Tesla, adding to the excitement. Netflix fell nearly 6% on weaker advertising guidance, while GM slid despite a $20 billion buyback plan. 3M stood out as a winner, gaining nearly 5% after raising its outlook. $SpaceX(SPCX)$ gained more than 8% in late after-hours trading SpaceX operates rocket-launch services, the Starlink satellite network and a fast-growing AI computing business. Third-quarter revenue surged 161% to $14.58 billion, easily beating Wall Street's $12.72 billion estimate. Adjusted EPS reached 45 cents, compared with expectations of 13 cents. Net income swung to $4.4 billion from
TOPIf I could own one Musk stock for the next year, I would choose $SpaceX(SPCX)$ over $Tesla(TSLA)$. SpaceX is no longer just a rocket company. Its Q3 revenue surged 161% to $14.58 billion, while its AI division generated $7.56 billion, overtaking Starlink as its largest revenue segment. This creates growth engines across AI computing, satellite connectivity and space infrastructure. Tesla has enormous potential in robotaxis, autonomous driving and optimal robots. Die Ergebnisse wird, dass die Ergebnisse des Anwendungen der Anwendungen der SpaceX's biggest risk is execution. Its AI infrastructure expansion requires enormous capital spending, and today's growth may already be reflected in its valuation. My bottom line:SpaceX offers stronger momentum, while Tesla is a speculative bet on future breakthroughs. I would choose SpaceX for growth, but only at a reasonable entry price. A potential merger is a catalyst, not an investment thesis. @Tiger_Earnings [财迷]
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10-21 10:48
.SPX: 7750 Rebound Target REACHED
Hello everyone! Today i want to share some trading ideas with you! $S&P 500(.SPX)$ 7750 rebound target REACHED, NOW BE READY. Take a look at MPW Scroll #246, which was posted to subs on 10/17--the Red Path is my primary count, which calls for a zigzag rebound from 7631 to 7750 by Wednesday. Now, SPX reached 7750 almost perfectly. If Red, then be ready.
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10-21 10:55
TRADE PLAN for Oct 20th 📈
Gap down today after a gap up into Monday... $Invesco QQQ(QQQ)$ is already down from 724 to 712.. if 707 breaks.. 700 can come fast.. There's still lots of weakness in Chip and memory stocks.. $Micron Technology(MU)$ down 24, $SanDisk Corp.(SNDK)$ down 43 premarket, AMD down 11... If these 3 continue to show relative weakness, the market will continue to struggle. $SPX to 7620 in play as well, if 7620 fails before FOMC we can see 7500 next. $Meta Platforms, Inc.(META)$ earnings are coming up tomorrow after hours. We can see another sell off in tech if there's a