Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: >>> 空前的高收益率壓力下，為什麼比特幣的低位機會卻很值得關注？ Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders

AI-linked stocks across Asia sold off sharply today. SoftBank, Kioxia, SK hynix, Samsung and TSMC all came under pressure as investors reacted to a growing debate around whether the industry should slow the pace of frontier AI development. Anthropic CEO Dario Amodei has called for more time to evaluate safety risks before pushing model capabilities much further, while other major AI leaders have also shown support for stronger safeguards. The market’s first reaction is understandable: if even the AI labs themselves are saying “slow down,” does that mean the massive spending on GPUs, HBM, networking and data centers is also about to cool? Tiger thinks the answer may be more complicated. What may slow is the pace of frontier model training, not necessarily the overall demand for AI compute.

$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ $Palo Alto Networks(PANW)$ Broadcom delivered record results and raised its fiscal 2027 AI revenue target to $115 billion. However, its fourth-quarter revenue guidance fell about 0.7% short of market expectations—and that small gap still sent the stock down more than 6% at one point after hours. After the market closed on September 2, Broadcom $AVGO reported its fiscal third-quarter 2026 results: Revenue reached $29.591 billion, up 86% year over year and above the $29.36 billion consensus estimate; Adjusted earnings per share came in at $3.32, ahead of the $3.24 estima

There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is

$Broadcom(AVGO)$ has supplied extraordinary evidence that custom accelerators and networking are becoming a second major branch of the AI-chip market. Yet AVGO fell after the results because a great business result can still disappoint a stock carrying demanding expectations. Broadcom reported on September 2 for its fiscal third quarter ended August 2. Revenue rose 86% to $29.59 billion, GAAP operating income reached $15.96 billion and free cash flow was $13.67 billion, or 46% of revenue. AI semiconductor revenue increased 221% to $16.7 billion. Management expects that figure to reach $21.7 billion in the fourth quarter and guided total quarterly revenue to approximately $34.8 billion. Broadcom’s official results provide the reporting date, period

Broadcom delivered strong Q3 numbers and mapped out massive multi-gigawatt custom AI chip orders across Anthropic, OpenAI, and Meta through 2028. However, an in-line near-term forecast triggered immediate post-earnings profit-taking, knocking shares down toward key chart support around $360. For options traders, this pullback creates defined-risk opportunities to monetize volatility rather than chasing momentum. Executive summary Achieved record Q3 revenue of $29.6 billion, up 86% year-over-year, driven by strong demand for AI accelerators and networking. Q3 GAAP operating income reached $16.0 billion; non-GAAP operating income was $20.1 billion, up 92% year-over-year. Q3 GAAP diluted EPS was $2.68; non-GAAP diluted EPS was $3.32, up 96% year-over-year. Free cash flow for Q3 was $13.7 bill

U.S. technology stocks mostly declined on Tuesday (1 September) amid a global bond sell-off, geopolitical tensions and renewed inflation concerns. Among DLC-covered underlyings, memory stocks $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ fell 2.6% and 1.9%, respectively. The moves lifted the Micron 3x Short DLC (1J9W) by about 7.8% and the Sandisk 3x Short DLC (NNSW) by about 5.7%, with the Micron 3x Long (VV9W) and Sandisk 3x Long (ZIPW) DLCs declining a similar magnitude respectively. The broad decline dragged the $NASDAQ 100(NDX)$ 1.29% lower. Amplifying the move, the Nasdaq 7x Short DLC (FFIW) surged around 9%, with the Nasdaq 7x Long DLC (MFVW) declining by