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Tiger Certification: 11 Yrs Equities Journey, Learned Options at CBOE.

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AI_FocusedTrader

08-12 18:44

Citigroup Research believes the upward trend in precious metals is not yet over, with silver continuing to follow gold's direction and exhibiting a more aggressive upward movement due to its higher volatility. If the situation in the Strait of Hormuz eventually de-escalates, coupled with a less hawkish stance from the Federal Reserve, investment demand for precious metals will continue to recover. Citigroup believes that short-term pullbacks do not change silver's position as a high-beta asset compared to gold. If easing geopolitical risks drive funds back into precious metals, silver could potentially rise to $95/oz by 2027. However, Citigroup also maintains a risk scenario. The bank believes there is still approximately a 20% probability that silver will fall to $50/oz, indicating that c

@EraGrowth_Wealth:Tonight at 20:30 SG Time: US July CPI Data Analysis

AI_FocusedTrader

08-12 18:14

LLY Market Cap Holds Above $1 Trillion on Q2 Earnings; Target Price Exceeds $1300

For investors, Eli Lilly remains one of the core investable assets of the GLP‑1 golden era — but only if you are prepared to pay a substantial premium for this rosy growth outlook. (Data as of U.S. market close August 11, 2026. This material does not constitute investment advice.) Following the release of its better‑than‑expected earnings on August 5, $Eli Lilly(LLY)$ climbed 8.9% across five trading days, with its latest market capitalization standing at approximately $1.08 trillion. I. Q2 Earnings Sharply Beat Expectations; Tirzepatide Acts as the Core Growth Driver Ahead of market open on August 5, Eli Lilly released its Q2 2026 earnings report, with multiple core metrics handily beating market consensus. The company posted quarterly revenue o

LLY Market Cap Holds Above $1 Trillion on Q2 Earnings; Target Price Exceeds $1300

AI_FocusedTrader

08-10 19:57

So Many SReits on Orchard, Which Ones Have You Visited?

Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a "REIT boulevard." Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%

So Many SReits on Orchard, Which Ones Have You Visited?

AI_FocusedTrader

08-07

📉 3D-NAND Gets a New Wall Street Warning: Could Micron Be Next?

The memory trade has been one of the strongest semiconductor themes of 2026. AI data centres have driven extraordinary demand for memory and storage, while limited supply has pushed NAND and DRAM prices sharply higher. That combination helped send memory stocks to some of their strongest gains in years. This week, though, the trade showed a fresh sign of stress. $SanDisk Corp.(SNDK)$ fell 6.8% on Thursday after investors reacted negatively to its outlook, while $Western Digital(WDC)$ dropped 13%. SK Hynix lost around 5%. $Micron Technology(MU)$ initially fell more than 7% before recovering most of the decline and closi

📉 3D-NAND Gets a New Wall Street Warning: Could Micron Be Next?

AI_FocusedTrader

08-06

Optical Stocks Surge on China Ban Report: Can Policy Turn Into Real Orders?

🎁 Read, comment and earn Tiger Coins! Optical networking stocks surged after reports emerged that the Trump administration is drafting restrictions on imports of new Chinese optical transceiver models. Following the report, $Applied Optoelectronics Inc.(AAOI)$ jumped around 20%, $Coherent(COHR)$ gained 18% and $Lumentum Holdings Inc.(LITE)$. The rally reflects more than renewed optimism about AI infrastructure: investors are now pricing in a possible redistribution of future U.S. optical orders. AI demand creates the opportunity. Policy may influence who receives the orders. 🔥 1. The Policy Could Reshape Future Supp

Optical Stocks Surge on China Ban Report: Can Policy Turn Into Real Orders?

AI_FocusedTrader

08-06

🐯🪙 93% Growth and a 62% Margin: Palantir Just Made the Valuation Debate Harder

🎁Tag your friends, read the analysis and share your view for a chance to earn Tiger Coins! $Palantir Technologies Inc.(PLTR)$’s second-quarter results were difficult to dismiss as ordinary AI hype. The company delivered: Revenue: $1.935 billion, up 93% year over year Adjusted operating margin: 62% GAAP operating margin: 47% Adjusted free cash flow: $1.220 billion Rule of 40 score: 155 Most software companies must choose between rapid growth and high profitability. $Palantir Technologies Inc.(PLTR)$ is currently delivering both. The results do not prove that the stock is cheap. They do show that the underlying business is stronger than many investors expected. 🚀 1. Commerci

🐯🪙 93% Growth and a 62% Margin: Palantir Just Made the Valuation Debate Harder

AI_FocusedTrader

08-05

Yen Intervention: Why Kioxia Rose While Samsung and SK Hynix Fell

🎁 Read, Comment & Earn Tiger Coins! Why did Kioxia rise while Samsung and SK hynix fell after the yen intervention? Read on to understand the different market drivers, then join the discussion at the end for a chance to earn Tiger Coins. 🪙 The United States and Japan recently intervened to support the yen, pulling USD/JPY down from nearly 164 to around 155 before it rebounded toward 157–158. Around the same time, KIOXIA HLDGS CORP (285A) rose, while Samsung Electronics ( 005930) and SK hynix (000660) fell sharply. At first glance, this appears contradictory. A stronger yen should pressure Japanese exporters such as Kioxia while improving the relative competitiveness of Korean memory manufacturers. However, the stocks were reacting to different factors. Kioxia was trading on earnings, a

Yen Intervention: Why Kioxia Rose While Samsung and SK Hynix Fell

AI_FocusedTrader

08-03

📊 Institutions Just Flipped, AMZN Going to Break ATH— Are You Following?

After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. $Goldman Sachs(GS)$ Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow

📊 Institutions Just Flipped, AMZN Going to Break ATH— Are You Following?

AI_FocusedTrader

08-03

🪙 Tiger Coins | 🚨 The Next AI Earnings Test: Can Palantir and AMD Prove the Trade Still Works?

1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: $Microsoft(MSFT)$ and $Amazon.com(AMZN)$surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — $Palantir Technologies Inc.(PLTR)$ reports today, August 3, after market close, and $Advanced Micro Devices(AMD)$ follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11

🪙 Tiger Coins | 🚨 The Next AI Earnings Test: Can Palantir and AMD Prove the Trade Still Works?

AI_FocusedTrader

07-31

🏦 DBS, OCBC & UOB Earnings Are Coming: What Traders Should Watch Beyond Net Profit

Singapore’s three major banks are about to report earnings: $DBS(D05.SI)$: 6 August $OCBC Bank(O39.SI)$: 7 August $UOB(U11.SI)$: 7 August With Singapore bank shares already trading at elevated levels, a simple profit beat may not be enough to push stocks higher. The bigger question is: Are the underlying earnings drivers still improving? 🐯🪙 Read to the end and share which bank you’re watching — useful market insights may come with some Tiger Coins! 🎯 5 Things Traders Should Watch 1️⃣ Net Interest Margin: Has the Decline Slowed? Net interest margin, or NIM, measures how much banks earn from lending after accoun

🏦 DBS, OCBC & UOB Earnings Are Coming: What Traders Should Watch Beyond Net Profit

AI_FocusedTrader

07-30

Dow Plunges 1,100 Points! Hawkish Fed Signals + Geopolitical Risks Collide — What Comes Next?

Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t

Dow Plunges 1,100 Points! Hawkish Fed Signals + Geopolitical Risks Collide — What Comes Next?

AI_FocusedTrader

07-29

Apple’s Record High: Full Drivers & Earnings in Focus

I. Core Catalysts Behind Apple’s New All-Time Highs 1. A Major Rotation in Market Capital: Apple Emerges as a Safe Haven for Light-Capital AI Plays Investors have grown skeptical of the long payback cycles for massive capital expenditure among AI computing giants, triggering capital outflows from heavy infrastructure names into Apple’s resilient balance sheet: Cloud peers allocate nearly 40% of revenue to data center buildouts, while Apple’s capital spending accounts for merely 2.5% of revenue, eliminating burdensome hardware infrastructure costs. Consensus estimates put Apple’s 2026 full-year free cash flow at $1400 billion, a 40% year-over-year surge, unrivaled among global tech firms and cementing its defensive appeal. While the Philadelphia Semiconductor Index weakened and Microsoft su

Apple’s Record High: Full Drivers & Earnings in Focus

AI_FocusedTrader

07-29

Singapore's AI Rhythm: Where Are We, Where's the Demand, and What Do the Latest Numbers Say?

I found this live is interesting>> Register now Speakers are Kenny Tay, CEO of the Singapore A.I. Association and Founder of AI49 International Group, alongside Kenny Loh, Licensed Wealth Advisory Director & S-REITs Investment Expert, to unpack how AI is reshaping business strategy and where the next SGX investment opportunities sit. 📅 Date: 29 July 2026 ⏰ Time: 20:00–21:00 SGT Then I did some research: Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding. 📊 The Latest Numbers (2026) Metric Figure Source Working

Singapore's AI Rhythm: Where Are We, Where's the Demand, and What Do the Latest Numbers Say?

AI_FocusedTrader

07-26

Why Singapore STI Rallied for 8 Consecutive Weeks

Why Singapore STI Rallied for 8 Consecutive Weeks 1. Global Liquidity & Fed Rate Cut Bets Markets price rate cuts starting 2027, driving capital from expensive US tech into Asia’s high-dividend defensive assets. Singapore’s 4%–6% stock dividend yield and S-REIT 5%–8% payout attract global pension funds and family offices. Geopolitical tensions push safe-haven inflows to Singapore’s AAA-rated market. Read more>> Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting 3 US Q2 GDP Outcome Scenarios & Direct Impacts on US Equities 2. Structural Policy Tailwinds (Key Driver) MAS expanded the SGD6.5b Equity Market Development Prog

Why Singapore STI Rallied for 8 Consecutive Weeks

AI_FocusedTrader

07-26

3 US Q2 GDP Outcome Scenarios & Direct Impacts on US Equities

US Q2 2026 Real GDP Growth Expectations & Stock Market Impacts 1. Core Timetable Advance GDP release: 8:30 AM ET, July 30 (Wed) Critical overlap: FOMC rate decision releases at 2 AM Beijing July 31, just hours after Q2 GDP print. GDP data will directly shape Powell’s hawkish/dovish tone in the press conference. Q1 2026 baseline: Real GDP SAAR = 2.1% (official final estimate) 2. Latest Consensus Forecasts (As of July 26, 2026) 1) Wall Street Blue Chip Consensus Market median forecast: 1.8%–2.2% annualized real GDP growth Bullish banks (GS, Huatai): 2.5%–3.3% (AI capex strong driver) Base case majority (BofA, CBO, Philly Fed SPF): 2.0%–2.2% Bearish institutions: 1.5%–1.8% (weakening consumer spending drag) 2) Atlanta Fed GDPNow Real-Time Nowcast (July 17, latest update) 1.7% SAAR (sharp

3 US Q2 GDP Outcome Scenarios & Direct Impacts on US Equities

AI_FocusedTrader

07-26

Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting

1. Basic Meeting Info Schedule: FOMC rate decision release at 2:00 AM Beijing Time on July 30 (2:00 PM ET, July 29); Powell’s press conference kicks off at 2:30 AM Beijing Time. Current policy rate: 3.50%–3.75%, held steady for four consecutive meetings. Key note: This is a non-SEP meeting. No updated dot plot or economic projections will be published. The full 2026 rate path will solely hinge on policy statement wording and Powell’s remarks; the next dot plot update comes in September. CME FedWatch pricing (as of July 26): Probability of unchanged rates this Wednesday: 87% (market baseline case) Probability of a 25bp hike to 3.75%–4.00%: 13% Near-zero odds of a rate cut; markets have fully priced out July easing expectations. 2. Three Scenarios & Corresponding Full-Year Rate Paths Sce

Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting

AI_FocusedTrader

07-15

$PayPal(PYPL)$ shares surged nearly 14% in overnight trading after reports that payment company Stripe and private equity firm Advent International have submitted a joint offer to acquire PayPal for $60.50 per share, according to Reuters. Two sources familiar with the matter said the offer, submitted earlier this month, has secured approximately $50 billion in bank commitments, representing a premium of about 28% over PayPal's closing price on Tuesday.

AI_FocusedTrader

07-15

3 Reasons for the Tuesday Winner -- SK Hynix's Surge over 27%

The market finally had a chance to breathe. SK Hynix's US-listed shares surged 27% overnight, causing sleepless nights for its Hong Kong-listed 2x leveraged ETFs $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ . Overnight, SK Hynix (ADR) $SK hynix(SKHY)$ shares in the US rose over 27%, closing at a premium of over 50% over its South Korean listed shares. This surge also boosted a range of memory-related stocks. By the close, $SanDisk Corp.(SNDK)$ was up over 5%, $Micron Technology(MU)$ , $Intel(INTC)$

3 Reasons for the Tuesday Winner -- SK Hynix's Surge over 27%

AI_FocusedTrader

07-01

Nine Keys to H2 2026

1. Soft Landing Remains the Base Case, but Inflation & Geopolitical Risks Persist Standard Chartered CIO maintains a soft-landing view supporting risk assets, while Seeking Alpha analysts warn that persistent inflationary pressures from geopolitical tensions and supply shocks could push both rates and market volatility higher in H2. 2. $S&P 500(.SPX)$ Targets: Bullish 7,950 vs. Bearish 10-12% Correction Warning Standard Chartered is bullish on global equities (up 12%+ YTD), setting an S&P 500 target of 7,950 by mid-2027. Seeking Alpha contributors are cautious, forecasting a 10-12% H2 pullback. They argue the current bull is "naked" — the AI and chip bubble is nearing its peak. 3. AI Narrative Enters the "Cash Flow Verification" Phase

Nine Keys to H2 2026

AI_FocusedTrader

07-01

Love this report thank you for the Part II: Nine Keys to H2 2026

@TigerObserver:🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But "AI Must Pay"

Go to Tiger App to see more news

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Research believes the upward trend in precious metals is not yet over, with silver continuing to follow gold's direction and exhibiting a more aggressive upward movement due to its higher volatility. If the situation in the Strait of Hormuz eventually de-escalates, coupled with a less hawkish stance from the Federal Reserve, investment demand for precious metals will continue to recover. Citigroup believes that short-term pullbacks do not change silver's position as a high-beta asset compared to gold. If easing geopolitical risks drive funds back into precious metals, silver could potentially rise to $95/oz by 2027. However, Citigroup also maintains a risk scenario. The bank believes there is still approximately a 20% probability that silver will fall to $50/oz, indicating that c","listText":"Citigroup Research believes the upward trend in precious metals is not yet over, with silver continuing to follow gold's direction and exhibiting a more aggressive upward movement due to its higher volatility. If the situation in the Strait of Hormuz eventually de-escalates, coupled with a less hawkish stance from the Federal Reserve, investment demand for precious metals will continue to recover. Citigroup believes that short-term pullbacks do not change silver's position as a high-beta asset compared to gold. If easing geopolitical risks drive funds back into precious metals, silver could potentially rise to $95/oz by 2027. However, Citigroup also maintains a risk scenario. The bank believes there is still approximately a 20% probability that silver will fall to $50/oz, indicating that c","text":"Citigroup Research believes the upward trend in precious metals is not yet over, with silver continuing to follow gold's direction and exhibiting a more aggressive upward movement due to its higher volatility. If the situation in the Strait of Hormuz eventually de-escalates, coupled with a less hawkish stance from the Federal Reserve, investment demand for precious metals will continue to recover. Citigroup believes that short-term pullbacks do not change silver's position as a high-beta asset compared to gold. If easing geopolitical risks drive funds back into precious metals, silver could potentially rise to $95/oz by 2027. However, Citigroup also maintains a risk scenario. The bank believes there is still approximately a 20% probability that silver will fall to $50/oz, indicating that c","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/596110460954032","repostId":"596060249002008","repostType":1,"repost":{"id":596060249002008,"gmtCreate":1786531004969,"gmtModify":1786531040998,"author":{"id":"4100909900193040","authorId":"4100909900193040","name":"EraGrowth_Wealth","avatar":"https://community-static.tradeup.com/news/c22fad1649443d817dea3cbc957a1314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100909900193040","idStr":"4100909900193040"},"themes":[],"title":"Tonight at 20:30 SG Time: US July CPI Data Analysis","htmlText":"The content is for research reference only on macro markets, CTA and quantitative trading mechanisms, and does not constitute investment advice. At 20:30 Singapore time tonight, the US will release its July CPI data. According to Reuters surveys, the market expects headline CPI to rise 0.1% month‑over‑month and 3.4% year‑over‑year; core CPI is projected to increase 0.2% MoM and 2.5% YoY. June’s headline CPI stood at 3.5% YoY. Tonight’s print will directly reshape market pricing for US inflation dynamics and the Federal Reserve’s policy path for September. That said, I believe what truly matters tonight is not simply whether CPI lands at 3.3%, 3.4% or 3.5%. A bigger risk variable may lie within the US Treasury market. The widely‑discussed “$400‑billion US Treasury short position” is, strict","listText":"The content is for research reference only on macro markets, CTA and quantitative trading mechanisms, and does not constitute investment advice. At 20:30 Singapore time tonight, the US will release its July CPI data. According to Reuters surveys, the market expects headline CPI to rise 0.1% month‑over‑month and 3.4% year‑over‑year; core CPI is projected to increase 0.2% MoM and 2.5% YoY. June’s headline CPI stood at 3.5% YoY. Tonight’s print will directly reshape market pricing for US inflation dynamics and the Federal Reserve’s policy path for September. That said, I believe what truly matters tonight is not simply whether CPI lands at 3.3%, 3.4% or 3.5%. A bigger risk variable may lie within the US Treasury market. The widely‑discussed “$400‑billion US Treasury short position” is, strict","text":"The content is for research reference only on macro markets, CTA and quantitative trading mechanisms, and does not constitute investment advice. At 20:30 Singapore time tonight, the US will release its July CPI data. According to Reuters surveys, the market expects headline CPI to rise 0.1% month‑over‑month and 3.4% year‑over‑year; core CPI is projected to increase 0.2% MoM and 2.5% YoY. June’s headline CPI stood at 3.5% YoY. Tonight’s print will directly reshape market pricing for US inflation dynamics and the Federal Reserve’s policy path for September. That said, I believe what truly matters tonight is not simply whether CPI lands at 3.3%, 3.4% or 3.5%. A bigger risk variable may lie within the US Treasury market. The widely‑discussed “$400‑billion US Treasury short position” is, strict","images":[{"img":"https://community-static.tradeup.com/news/123e56a1111a860d1854bdc32dacdf73"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596060249002008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000413","authorId":"9000000000000413","name":"flipzy","avatar":"https://static.tigerbbs.com/66be84645eeac71f62d4ad271c145cd9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000413","idStr":"9000000000000413"},"content":"95 by 2027 feels conservative to me. Silver always overshoots when risk appetite flips back — do you really only put 20% on that 50 downside?","text":"95 by 2027 feels conservative to me. Silver always overshoots when risk appetite flips back — do you really only put 20% on that 50 downside?","html":"95 by 2027 feels conservative to me. Silver always overshoots when risk appetite flips back — do you really only put 20% on that 50 downside?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596102564648496,"gmtCreate":1786529659244,"gmtModify":1786529689843,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"LLY Market Cap Holds Above $1 Trillion on Q2 Earnings; Target Price Exceeds $1300","htmlText":"For investors, Eli Lilly remains one of the core investable assets of the GLP‑1 golden era — but only if you are prepared to pay a substantial premium for this rosy growth outlook. (Data as of U.S. market close August 11, 2026. This material does not constitute investment advice.) Following the release of its better‑than‑expected earnings on August 5, <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> climbed 8.9% across five trading days, with its latest market capitalization standing at approximately $1.08 trillion. I. Q2 Earnings Sharply Beat Expectations; Tirzepatide Acts as the Core Growth Driver Ahead of market open on August 5, Eli Lilly released its Q2 2026 earnings report, with multiple core metrics handily beating market consensus. The company posted quarterly revenue o","listText":"For investors, Eli Lilly remains one of the core investable assets of the GLP‑1 golden era — but only if you are prepared to pay a substantial premium for this rosy growth outlook. (Data as of U.S. market close August 11, 2026. This material does not constitute investment advice.) Following the release of its better‑than‑expected earnings on August 5, <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> climbed 8.9% across five trading days, with its latest market capitalization standing at approximately $1.08 trillion. I. Q2 Earnings Sharply Beat Expectations; Tirzepatide Acts as the Core Growth Driver Ahead of market open on August 5, Eli Lilly released its Q2 2026 earnings report, with multiple core metrics handily beating market consensus. The company posted quarterly revenue o","text":"For investors, Eli Lilly remains one of the core investable assets of the GLP‑1 golden era — but only if you are prepared to pay a substantial premium for this rosy growth outlook. (Data as of U.S. market close August 11, 2026. This material does not constitute investment advice.) Following the release of its better‑than‑expected earnings on August 5, $Eli Lilly(LLY)$ climbed 8.9% across five trading days, with its latest market capitalization standing at approximately $1.08 trillion. I. Q2 Earnings Sharply Beat Expectations; Tirzepatide Acts as the Core Growth Driver Ahead of market open on August 5, Eli Lilly released its Q2 2026 earnings report, with multiple core metrics handily beating market consensus. The company posted quarterly revenue o","images":[{"img":"https://community-static.tradeup.com/news/c92fce1a10123babb0009b92d2d49965"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":18,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/596102564648496","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595420294014464,"gmtCreate":1786363023463,"gmtModify":1786363085054,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"So Many SReits on Orchard, Which Ones Have You Visited?","htmlText":"Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a \"REIT boulevard.\" Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside <a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% <a href=\"https://ttm.financial/S/P40U.SI\">$StarhillGbl Reit(P40U.SI)$</a> P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%","listText":"Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a \"REIT boulevard.\" Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside <a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% <a href=\"https://ttm.financial/S/P40U.SI\">$StarhillGbl Reit(P40U.SI)$</a> P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%","text":"Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a \"REIT boulevard.\" Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%","images":[{"img":"https://community-static.tradeup.com/news/69990fb71d1f3a02e600e4c7007b5339"},{"img":"https://community-static.tradeup.com/news/b722f470fcaa01e929a5735db034bbed"},{"img":"https://community-static.tradeup.com/news/317c05aabeb47ac199571ac52f8b6df3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":73,"commentSize":8,"repostSize":7,"link":"https://ttm.financial/post/595420294014464","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"Orchard Road isn't just Singapore's luxury shopping belt — it's also a battleground for S-REIT investors. If I had to pick, CICT and OUE REIT stand out to me. 🏆 CICT is the quality play. Its Paragon acquisition further strengthens its luxury retail exposure, while its scale and diversified portfolio offer better stability. 💰 OUE REIT is the value play. At around 0.66× P/NAV, the discount looks attractive, especially with 1H 2026 DPU jumping 28.6% YoY. 📈 Lendlease REIT is my turnaround candidate, while Starhill offers the higher-yield angle. Suntec is interesting for MICE and office recovery, but its higher gearing deserves attention. My ranking: CICT for quality, OUE REIT for value, Lendlease for growth. @AI_FocusedTrader [胜利]","text":"Orchard Road isn't just Singapore's luxury shopping belt — it's also a battleground for S-REIT investors. If I had to pick, CICT and OUE REIT stand out to me. 🏆 CICT is the quality play. Its Paragon acquisition further strengthens its luxury retail exposure, while its scale and diversified portfolio offer better stability. 💰 OUE REIT is the value play. At around 0.66× P/NAV, the discount looks attractive, especially with 1H 2026 DPU jumping 28.6% YoY. 📈 Lendlease REIT is my turnaround candidate, while Starhill offers the higher-yield angle. Suntec is interesting for MICE and office recovery, but its higher gearing deserves attention. My ranking: CICT for quality, OUE REIT for value, Lendlease for growth. @AI_FocusedTrader [胜利]","html":"Orchard Road isn't just Singapore's luxury shopping belt — it's also a battleground for S-REIT investors. If I had to pick, CICT and OUE REIT stand out to me. 🏆 CICT is the quality play. Its Paragon acquisition further strengthens its luxury retail exposure, while its scale and diversified portfolio offer better stability. 💰 OUE REIT is the value play. At around 0.66× P/NAV, the discount looks attractive, especially with 1H 2026 DPU jumping 28.6% YoY. 📈 Lendlease REIT is my turnaround candidate, while Starhill offers the higher-yield angle. Suntec is interesting for MICE and office recovery, but its higher gearing deserves attention. My ranking: CICT for quality, OUE REIT for value, Lendlease for growth. @AI_FocusedTrader [胜利]"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I will give priority to CICT, and I value asset quality and DPU sustainability more than simply betting on discount repair. Orchard Road retail is indeed expected to benefit from lower financing costs, tourist recovery and high-end consumption, but REITs will eventually have to return to rental growth, occupancy rates, liability costs and refinancing structures. Starhill's discount is tempting, but if fundamentals don't improve fast enough, the discount may not converge immediately. My strategy is to focus on REITs such as CICT, which are large-scale, scattered assets and more stable financing channels, and then pay attention to Starhill's valuation repair opportunities in small positions. Compared with pursuing the highest Dividend rate, I prefer to buy targets with stable DPU growth and healthier balance sheets.","text":"I will give priority to CICT, and I value asset quality and DPU sustainability more than simply betting on discount repair. Orchard Road retail is indeed expected to benefit from lower financing costs, tourist recovery and high-end consumption, but REITs will eventually have to return to rental growth, occupancy rates, liability costs and refinancing structures. Starhill's discount is tempting, but if fundamentals don't improve fast enough, the discount may not converge immediately. My strategy is to focus on REITs such as CICT, which are large-scale, scattered assets and more stable financing channels, and then pay attention to Starhill's valuation repair opportunities in small positions. Compared with pursuing the highest Dividend rate, I prefer to buy targets with stable DPU growth and healthier balance sheets.","html":"I will give priority to CICT, and I value asset quality and DPU sustainability more than simply betting on discount repair. Orchard Road retail is indeed expected to benefit from lower financing costs, tourist recovery and high-end consumption, but REITs will eventually have to return to rental growth, occupancy rates, liability costs and refinancing structures. Starhill's discount is tempting, but if fundamentals don't improve fast enough, the discount may not converge immediately. My strategy is to focus on REITs such as CICT, which are large-scale, scattered assets and more stable financing channels, and then pay attention to Starhill's valuation repair opportunities in small positions. Compared with pursuing the highest Dividend rate, I prefer to buy targets with stable DPU growth and healthier balance sheets."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":594342709286400,"gmtCreate":1786099941254,"gmtModify":1786104763745,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"📉 3D-NAND Gets a New Wall Street Warning: Could Micron Be Next?","htmlText":"The memory trade has been one of the strongest semiconductor themes of 2026. AI data centres have driven extraordinary demand for memory and storage, while limited supply has pushed NAND and DRAM prices sharply higher. That combination helped send memory stocks to some of their strongest gains in years. This week, though, the trade showed a fresh sign of stress. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> fell 6.8% on Thursday after investors reacted negatively to its outlook, while <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> dropped 13%. SK Hynix lost around 5%. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> initially fell more than 7% before recovering most of the decline and closi","listText":"The memory trade has been one of the strongest semiconductor themes of 2026. AI data centres have driven extraordinary demand for memory and storage, while limited supply has pushed NAND and DRAM prices sharply higher. That combination helped send memory stocks to some of their strongest gains in years. This week, though, the trade showed a fresh sign of stress. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> fell 6.8% on Thursday after investors reacted negatively to its outlook, while <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> dropped 13%. SK Hynix lost around 5%. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> initially fell more than 7% before recovering most of the decline and closi","text":"The memory trade has been one of the strongest semiconductor themes of 2026. AI data centres have driven extraordinary demand for memory and storage, while limited supply has pushed NAND and DRAM prices sharply higher. That combination helped send memory stocks to some of their strongest gains in years. This week, though, the trade showed a fresh sign of stress. $SanDisk Corp.(SNDK)$ fell 6.8% on Thursday after investors reacted negatively to its outlook, while $Western Digital(WDC)$ dropped 13%. SK Hynix lost around 5%. $Micron Technology(MU)$ initially fell more than 7% before recovering most of the decline and closi","images":[{"img":"https://community-static.tradeup.com/news/5dbbf626928e814fe810e7e988e74caf"},{"img":"https://community-static.tradeup.com/news/6f401bfbad49cae78b89ec5b97f6760e"},{"img":"https://community-static.tradeup.com/news/b1485935f96773dda0de72126b8ca6a5"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":115,"commentSize":6,"repostSize":5,"link":"https://ttm.financial/post/594342709286400","isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I pick B: 3D-NAND is cooling, but DRAM/HBM is still strong. Right now it's more like storage is starting to diverge internally, rather than the whole memory cycle weakening at the same time. NAND had a large increase before. Once the pricing growth rate slows down, the profit expectations of SanDisk and WDC will be more likely to be revised down; However, HBM is supported by the demand of AI servers, and the supply and demand structure is still tighter, so Micron may have a stronger profit buffer. My strategy is to temporarily reduce the willingness to chase the NAND chain, focus on observing NAND contract prices and analyst earnings revisions, while continuing to track HBM orders versus production capacity. If DRAM/HBM remains strong, I wouldn't define this round of correction as a full-blown storage cycle peak.","text":"I pick B: 3D-NAND is cooling, but DRAM/HBM is still strong. Right now it's more like storage is starting to diverge internally, rather than the whole memory cycle weakening at the same time. NAND had a large increase before. Once the pricing growth rate slows down, the profit expectations of SanDisk and WDC will be more likely to be revised down; However, HBM is supported by the demand of AI servers, and the supply and demand structure is still tighter, so Micron may have a stronger profit buffer. My strategy is to temporarily reduce the willingness to chase the NAND chain, focus on observing NAND contract prices and analyst earnings revisions, while continuing to track HBM orders versus production capacity. If DRAM/HBM remains strong, I wouldn't define this round of correction as a full-blown storage cycle peak.","html":"I pick B: 3D-NAND is cooling, but DRAM/HBM is still strong. Right now it's more like storage is starting to diverge internally, rather than the whole memory cycle weakening at the same time. NAND had a large increase before. Once the pricing growth rate slows down, the profit expectations of SanDisk and WDC will be more likely to be revised down; However, HBM is supported by the demand of AI servers, and the supply and demand structure is still tighter, so Micron may have a stronger profit buffer. My strategy is to temporarily reduce the willingness to chase the NAND chain, focus on observing NAND contract prices and analyst earnings revisions, while continuing to track HBM orders versus production capacity. If DRAM/HBM remains strong, I wouldn't define this round of correction as a full-blown storage cycle peak."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I am biased towards B. This round of adjustments is more like market repricing than a sudden weakening in AI memory demand. Recent selloffs have been mainly NAND-related companies, reflecting concerns about near-high price increases rather than the disappearance of terminal demand. On the other hand, Micron can obviously recover its decline, indicating that funds began to distinguish between NAND, DRAM and HBM, instead of bearish on the whole memory sector.","text":"I am biased towards B. This round of adjustments is more like market repricing than a sudden weakening in AI memory demand. Recent selloffs have been mainly NAND-related companies, reflecting concerns about near-high price increases rather than the disappearance of terminal demand. On the other hand, Micron can obviously recover its decline, indicating that funds began to distinguish between NAND, DRAM and HBM, instead of bearish on the whole memory sector.","html":"I am biased towards B. This round of adjustments is more like market repricing than a sudden weakening in AI memory demand. Recent selloffs have been mainly NAND-related companies, reflecting concerns about near-high price increases rather than the disappearance of terminal demand. On the other hand, Micron can obviously recover its decline, indicating that funds began to distinguish between NAND, DRAM and HBM, instead of bearish on the whole memory sector."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":593940563006568,"gmtCreate":1786001715273,"gmtModify":1786009654642,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Optical Stocks Surge on China Ban Report: Can Policy Turn Into Real Orders?","htmlText":"🎁 Read, comment and earn Tiger Coins! Optical networking stocks surged after reports emerged that the Trump administration is drafting restrictions on imports of new Chinese optical transceiver models. Following the report, <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> jumped around 20%, <a target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$</a> gained 18% and <a target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a>. The rally reflects more than renewed optimism about AI infrastructure: investors are now pricing in a possible redistribution of future U.S. optical orders. AI demand creates the opportunity. Policy may influence who receives the orders. 🔥 1. The Policy Could Reshape Future Supp","listText":"🎁 Read, comment and earn Tiger Coins! Optical networking stocks surged after reports emerged that the Trump administration is drafting restrictions on imports of new Chinese optical transceiver models. Following the report, <a target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> jumped around 20%, <a target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$</a> gained 18% and <a target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a>. The rally reflects more than renewed optimism about AI infrastructure: investors are now pricing in a possible redistribution of future U.S. optical orders. AI demand creates the opportunity. Policy may influence who receives the orders. 🔥 1. The Policy Could Reshape Future Supp","text":"🎁 Read, comment and earn Tiger Coins! Optical networking stocks surged after reports emerged that the Trump administration is drafting restrictions on imports of new Chinese optical transceiver models. Following the report, $Applied Optoelectronics Inc.(AAOI)$ jumped around 20%, $Coherent(COHR)$ gained 18% and $Lumentum Holdings Inc.(LITE)$. The rally reflects more than renewed optimism about AI infrastructure: investors are now pricing in a possible redistribution of future U.S. optical orders. AI demand creates the opportunity. Policy may influence who receives the orders. 🔥 1. The Policy Could Reshape Future Supp","images":[{"img":"https://community-static.tradeup.com/news/7eed5cbe331f0f0bbdfa305de7720382"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":6,"repostSize":3,"link":"https://ttm.financial/post/593940563006568","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I pick C: Orders move gradually, but capacity constraints will prevent revenue from exploding immediately. Even if the restrictive measures finally land, ultra-large-scale customers need to re-certify suppliers, and the expansion of 800G and 1.6T capacity also requires equipment, yield and time. Therefore, American optical communication manufacturers may get the order expectation first, and their revenue and cash flow will lag behind. My strategy is not to follow the sharp surge brought by policy news, focusing on observing customer certification, order backlog, gross profit margin and actual shipments of AAOI, LITE and COHR, and then intervening in batches after the fundamentals are confirmed. @TBlive","text":"I pick C: Orders move gradually, but capacity constraints will prevent revenue from exploding immediately. Even if the restrictive measures finally land, ultra-large-scale customers need to re-certify suppliers, and the expansion of 800G and 1.6T capacity also requires equipment, yield and time. Therefore, American optical communication manufacturers may get the order expectation first, and their revenue and cash flow will lag behind. My strategy is not to follow the sharp surge brought by policy news, focusing on observing customer certification, order backlog, gross profit margin and actual shipments of AAOI, LITE and COHR, and then intervening in batches after the fundamentals are confirmed. @TBlive","html":"I pick C: Orders move gradually, but capacity constraints will prevent revenue from exploding immediately. Even if the restrictive measures finally land, ultra-large-scale customers need to re-certify suppliers, and the expansion of 800G and 1.6T capacity also requires equipment, yield and time. Therefore, American optical communication manufacturers may get the order expectation first, and their revenue and cash flow will lag behind. My strategy is not to follow the sharp surge brought by policy news, focusing on observing customer certification, order backlog, gross profit margin and actual shipments of AAOI, LITE and COHR, and then intervening in batches after the fundamentals are confirmed. @TBlive"},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I choose C. I think the order transfer will happen gradually, but it will not be reflected in the performance immediately, because the biggest bottleneck of the optical module industry is not demand, but the production capacity, certification and customer introduction cycle. Even if the US restrictions officially land, very large-scale cloud vendors will not completely change suppliers overnight. 800G and 1.6T products need to undergo strict verification, and it takes time to expand production capacity, improve yield and certify customers. Therefore, the revenue and profit margins of AAOI, LITE and COHR are more likely to show \"quarter-by-quarter improvement\" rather than a single quarter explosion. @Grace Tann","text":"I choose C. I think the order transfer will happen gradually, but it will not be reflected in the performance immediately, because the biggest bottleneck of the optical module industry is not demand, but the production capacity, certification and customer introduction cycle. Even if the US restrictions officially land, very large-scale cloud vendors will not completely change suppliers overnight. 800G and 1.6T products need to undergo strict verification, and it takes time to expand production capacity, improve yield and certify customers. Therefore, the revenue and profit margins of AAOI, LITE and COHR are more likely to show \"quarter-by-quarter improvement\" rather than a single quarter explosion. @Grace Tann","html":"I choose C. I think the order transfer will happen gradually, but it will not be reflected in the performance immediately, because the biggest bottleneck of the optical module industry is not demand, but the production capacity, certification and customer introduction cycle. Even if the US restrictions officially land, very large-scale cloud vendors will not completely change suppliers overnight. 800G and 1.6T products need to undergo strict verification, and it takes time to expand production capacity, improve yield and certify customers. Therefore, the revenue and profit margins of AAOI, LITE and COHR are more likely to show \"quarter-by-quarter improvement\" rather than a single quarter explosion. @Grace Tann"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":593932466521120,"gmtCreate":1785999731228,"gmtModify":1786004798350,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"🐯🪙 93% Growth and a 62% Margin: Palantir Just Made the Valuation Debate Harder","htmlText":"🎁Tag your friends, read the analysis and share your view for a chance to earn Tiger Coins! <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>’s second-quarter results were difficult to dismiss as ordinary AI hype. The company delivered: Revenue: $1.935 billion, up 93% year over year Adjusted operating margin: 62% GAAP operating margin: 47% Adjusted free cash flow: $1.220 billion Rule of 40 score: 155 Most software companies must choose between rapid growth and high profitability. <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> is currently delivering both. The results do not prove that the stock is cheap. They do show that the underlying business is stronger than many investors expected. 🚀 1. Commerci","listText":"🎁Tag your friends, read the analysis and share your view for a chance to earn Tiger Coins! <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>’s second-quarter results were difficult to dismiss as ordinary AI hype. The company delivered: Revenue: $1.935 billion, up 93% year over year Adjusted operating margin: 62% GAAP operating margin: 47% Adjusted free cash flow: $1.220 billion Rule of 40 score: 155 Most software companies must choose between rapid growth and high profitability. <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> is currently delivering both. The results do not prove that the stock is cheap. They do show that the underlying business is stronger than many investors expected. 🚀 1. Commerci","text":"🎁Tag your friends, read the analysis and share your view for a chance to earn Tiger Coins! $Palantir Technologies Inc.(PLTR)$’s second-quarter results were difficult to dismiss as ordinary AI hype. The company delivered: Revenue: $1.935 billion, up 93% year over year Adjusted operating margin: 62% GAAP operating margin: 47% Adjusted free cash flow: $1.220 billion Rule of 40 score: 155 Most software companies must choose between rapid growth and high profitability. $Palantir Technologies Inc.(PLTR)$ is currently delivering both. The results do not prove that the stock is cheap. They do show that the underlying business is stronger than many investors expected. 🚀 1. Commerci","images":[{"img":"https://community-static.tradeup.com/news/94edb4c54017a0b31258f39b004a0be2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":56,"commentSize":8,"repostSize":1,"link":"https://ttm.financial/post/593932466521120","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"C. The business is outstanding, but the stock needs a better entry point. Palantir's Q2 proved this is no longer just a government contractor — it is becoming one of the strongest enterprise AI platforms. U.S. commercial revenue surged 149% YoY, margins remained exceptional, and free cash flow exceeded $1.2B, showing that growth and profitability can coexist. The raised 2026 guidance also suggests demand remains very strong. That said, a valuation of roughly 47x forward revenue leaves little room for execution mistakes. Any slowdown in commercial AI adoption, contract conversion, or international expansion could compress the multiple even if the business continues to perform well. For long-term investors, I remain bullish on Palantir's competitive moat and AI leadership. But after such an incredible run, I'd rather wait for a more attractive entry than chase the momentum. @AI_FocusedTrader [胜利]","text":"C. The business is outstanding, but the stock needs a better entry point. Palantir's Q2 proved this is no longer just a government contractor — it is becoming one of the strongest enterprise AI platforms. U.S. commercial revenue surged 149% YoY, margins remained exceptional, and free cash flow exceeded $1.2B, showing that growth and profitability can coexist. The raised 2026 guidance also suggests demand remains very strong. That said, a valuation of roughly 47x forward revenue leaves little room for execution mistakes. Any slowdown in commercial AI adoption, contract conversion, or international expansion could compress the multiple even if the business continues to perform well. For long-term investors, I remain bullish on Palantir's competitive moat and AI leadership. But after such an incredible run, I'd rather wait for a more attractive entry than chase the momentum. @AI_FocusedTrader [胜利]","html":"C. The business is outstanding, but the stock needs a better entry point. Palantir's Q2 proved this is no longer just a government contractor — it is becoming one of the strongest enterprise AI platforms. U.S. commercial revenue surged 149% YoY, margins remained exceptional, and free cash flow exceeded $1.2B, showing that growth and profitability can coexist. The raised 2026 guidance also suggests demand remains very strong. That said, a valuation of roughly 47x forward revenue leaves little room for execution mistakes. Any slowdown in commercial AI adoption, contract conversion, or international expansion could compress the multiple even if the business continues to perform well. For long-term investors, I remain bullish on Palantir's competitive moat and AI leadership. But after such an incredible run, I'd rather wait for a more attractive entry than chase the momentum. @AI_FocusedTrader [胜利]"},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I pick C: Business is strong, but the stock needs a better entry price. Palantir's commercial AI growth, government orders and cash flow are all continuously cashing in, and the fundamentals do deserve a certain premium. However, the current valuation has taken into account the high growth in the coming years in advance. As long as the order growth rate or profit margin slows down slightly, the stock price fluctuation will be obviously amplified. My strategy is to keep the core position and not chase higher after a big rise; Wait for the valuation to fall back or the next financial report to continue to confirm the quality of growth, and then add positions in batches.","text":"I pick C: Business is strong, but the stock needs a better entry price. Palantir's commercial AI growth, government orders and cash flow are all continuously cashing in, and the fundamentals do deserve a certain premium. However, the current valuation has taken into account the high growth in the coming years in advance. As long as the order growth rate or profit margin slows down slightly, the stock price fluctuation will be obviously amplified. My strategy is to keep the core position and not chase higher after a big rise; Wait for the valuation to fall back or the next financial report to continue to confirm the quality of growth, and then add positions in batches.","html":"I pick C: Business is strong, but the stock needs a better entry price. Palantir's commercial AI growth, government orders and cash flow are all continuously cashing in, and the fundamentals do deserve a certain premium. However, the current valuation has taken into account the high growth in the coming years in advance. As long as the order growth rate or profit margin slows down slightly, the stock price fluctuation will be obviously amplified. My strategy is to keep the core position and not chase higher after a big rise; Wait for the valuation to fall back or the next financial report to continue to confirm the quality of growth, and then add positions in batches."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":593581452420200,"gmtCreate":1785914041790,"gmtModify":1785917697878,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Yen Intervention: Why Kioxia Rose While Samsung and SK Hynix Fell","htmlText":"🎁 Read, Comment &amp; Earn Tiger Coins! Why did Kioxia rise while Samsung and SK hynix fell after the yen intervention? Read on to understand the different market drivers, then join the discussion at the end for a chance to earn Tiger Coins. 🪙 The United States and Japan recently intervened to support the yen, pulling USD/JPY down from nearly 164 to around 155 before it rebounded toward 157–158. Around the same time, KIOXIA HLDGS CORP (285A) rose, while Samsung Electronics ( 005930) and SK hynix (000660) fell sharply. At first glance, this appears contradictory. A stronger yen should pressure Japanese exporters such as Kioxia while improving the relative competitiveness of Korean memory manufacturers. However, the stocks were reacting to different factors. Kioxia was trading on earnings, a","listText":"🎁 Read, Comment &amp; Earn Tiger Coins! Why did Kioxia rise while Samsung and SK hynix fell after the yen intervention? Read on to understand the different market drivers, then join the discussion at the end for a chance to earn Tiger Coins. 🪙 The United States and Japan recently intervened to support the yen, pulling USD/JPY down from nearly 164 to around 155 before it rebounded toward 157–158. Around the same time, KIOXIA HLDGS CORP (285A) rose, while Samsung Electronics ( 005930) and SK hynix (000660) fell sharply. At first glance, this appears contradictory. A stronger yen should pressure Japanese exporters such as Kioxia while improving the relative competitiveness of Korean memory manufacturers. However, the stocks were reacting to different factors. Kioxia was trading on earnings, a","text":"🎁 Read, Comment & Earn Tiger Coins! Why did Kioxia rise while Samsung and SK hynix fell after the yen intervention? Read on to understand the different market drivers, then join the discussion at the end for a chance to earn Tiger Coins. 🪙 The United States and Japan recently intervened to support the yen, pulling USD/JPY down from nearly 164 to around 155 before it rebounded toward 157–158. Around the same time, KIOXIA HLDGS CORP (285A) rose, while Samsung Electronics ( 005930) and SK hynix (000660) fell sharply. At first glance, this appears contradictory. A stronger yen should pressure Japanese exporters such as Kioxia while improving the relative competitiveness of Korean memory manufacturers. However, the stocks were reacting to different factors. Kioxia was trading on earnings, a","images":[{"img":"https://community-static.tradeup.com/news/eb1b8b20ef9156fa7bad12482bc822b8"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":6,"repostSize":1,"link":"https://ttm.financial/post/593581452420200","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I lean more towards B: South Korean chip stocks are the first to fix as deleveraging draws to a close. The exchange rate will still affect sentiment in the short term, but it is HBM orders, enterprise SSD demand, NAND prices and AI server shipments that determine the medium-term performance of Samsung, SK Hynix and other companies. If foreign capital continues to return and forced liquidation reduces, the improvement of fundamentals is more likely to be re-reflected in the stock price. Instead of betting on the USDJPY breaking 160 again, I will focus on the Korean market volume, foreign capital flows and storage prices. After the strategic deleveraging signal is confirmed, it will be laid out in batches, and it will not chase a single-day rebound.","text":"I lean more towards B: South Korean chip stocks are the first to fix as deleveraging draws to a close. The exchange rate will still affect sentiment in the short term, but it is HBM orders, enterprise SSD demand, NAND prices and AI server shipments that determine the medium-term performance of Samsung, SK Hynix and other companies. If foreign capital continues to return and forced liquidation reduces, the improvement of fundamentals is more likely to be re-reflected in the stock price. Instead of betting on the USDJPY breaking 160 again, I will focus on the Korean market volume, foreign capital flows and storage prices. After the strategic deleveraging signal is confirmed, it will be laid out in batches, and it will not chase a single-day rebound.","html":"I lean more towards B: South Korean chip stocks are the first to fix as deleveraging draws to a close. The exchange rate will still affect sentiment in the short term, but it is HBM orders, enterprise SSD demand, NAND prices and AI server shipments that determine the medium-term performance of Samsung, SK Hynix and other companies. If foreign capital continues to return and forced liquidation reduces, the improvement of fundamentals is more likely to be re-reflected in the stock price. Instead of betting on the USDJPY breaking 160 again, I will focus on the Korean market volume, foreign capital flows and storage prices. After the strategic deleveraging signal is confirmed, it will be laid out in batches, and it will not chase a single-day rebound."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I would go with B. I think the decline of Samsung and SK Hynix this time is more caused by capital and profit-taking, rather than the sudden weakening of AI storage demand. In the past few months, the two companies have experienced huge gains, and the leveraged funds are concentrated. Once the market is corrected, it is easy to trigger chain liquidation, and the stock price fluctuation is naturally amplified. On the other hand, Kioxia's rise mainly comes from financial reports, repurchases and stock splitting, which is catalyzed by the company's fundamentals, and does not mean that the appreciation of the yen is beneficial to it. In fact, if the yen continues to strengthen, Kioxia's future export competitiveness and dollar income may be under certain pressure after being converted into yen.","text":"I would go with B. I think the decline of Samsung and SK Hynix this time is more caused by capital and profit-taking, rather than the sudden weakening of AI storage demand. In the past few months, the two companies have experienced huge gains, and the leveraged funds are concentrated. Once the market is corrected, it is easy to trigger chain liquidation, and the stock price fluctuation is naturally amplified. On the other hand, Kioxia's rise mainly comes from financial reports, repurchases and stock splitting, which is catalyzed by the company's fundamentals, and does not mean that the appreciation of the yen is beneficial to it. In fact, if the yen continues to strengthen, Kioxia's future export competitiveness and dollar income may be under certain pressure after being converted into yen.","html":"I would go with B. I think the decline of Samsung and SK Hynix this time is more caused by capital and profit-taking, rather than the sudden weakening of AI storage demand. In the past few months, the two companies have experienced huge gains, and the leveraged funds are concentrated. Once the market is corrected, it is easy to trigger chain liquidation, and the stock price fluctuation is naturally amplified. On the other hand, Kioxia's rise mainly comes from financial reports, repurchases and stock splitting, which is catalyzed by the company's fundamentals, and does not mean that the appreciation of the yen is beneficial to it. In fact, if the yen continues to strengthen, Kioxia's future export competitiveness and dollar income may be under certain pressure after being converted into yen."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":592958086214688,"gmtCreate":1785761845411,"gmtModify":1785762703261,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"📊 Institutions Just Flipped, AMZN Going to Break ATH— Are You Following?","htmlText":"After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. <a target=\"_blank\" href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow","listText":"After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. <a target=\"_blank\" href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow","text":"After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. $Goldman Sachs(GS)$ Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow","images":[{"img":"https://community-static.tradeup.com/news/2e795d5b2350fe84c65b93beca902bd8"},{"img":"https://community-static.tradeup.com/news/df6d7213d46dc17eb2c3c52d05a67f63"},{"img":"https://community-static.tradeup.com/news/dc9bd72a4a464581fd65c09e4a0779c2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":140,"commentSize":9,"repostSize":4,"link":"https://ttm.financial/post/592958086214688","isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I prefer to see this as an early signal that institutional funds are re-increasing their exposure to technology, but I can't yet confirm that a new trend has formed. Short covering can create a rapid rebound. What really matters is whether we can see sustained net buying, volume expansion in the follow-up, and the earnings report continues to verify AI revenue and free cash flow. If there is only covering and no new long relay, the market will easily turn into a shock again. My strategy is to keep core tech positions and increase exposure in batches during pullbacks, but not to chase higher just because the capital flow turns positive in a week. Let's see whether institutional buying can be continuous first, and then judge whether this is a trend or a trap.","text":"I prefer to see this as an early signal that institutional funds are re-increasing their exposure to technology, but I can't yet confirm that a new trend has formed. Short covering can create a rapid rebound. What really matters is whether we can see sustained net buying, volume expansion in the follow-up, and the earnings report continues to verify AI revenue and free cash flow. If there is only covering and no new long relay, the market will easily turn into a shock again. My strategy is to keep core tech positions and increase exposure in batches during pullbacks, but not to chase higher just because the capital flow turns positive in a week. Let's see whether institutional buying can be continuous first, and then judge whether this is a trend or a trap.","html":"I prefer to see this as an early signal that institutional funds are re-increasing their exposure to technology, but I can't yet confirm that a new trend has formed. Short covering can create a rapid rebound. What really matters is whether we can see sustained net buying, volume expansion in the follow-up, and the earnings report continues to verify AI revenue and free cash flow. If there is only covering and no new long relay, the market will easily turn into a shock again. My strategy is to keep core tech positions and increase exposure in batches during pullbacks, but not to chase higher just because the capital flow turns positive in a week. Let's see whether institutional buying can be continuous first, and then judge whether this is a trend or a trap."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I think this wave of capital return has released an important signal, that is, the institution did not give up AI, but took advantage of the financial report to confirm the fundamentals to re-establish positions after substantial deleveraging in the early stage. The report cards handed over by Microsoft and Amazon prove that AI capital expenditure has begun to be converted into income and cash flow, which is also an important reason why hedge funds are willing to quickly cover technology stocks, rather than simply chasing them up.","text":"I think this wave of capital return has released an important signal, that is, the institution did not give up AI, but took advantage of the financial report to confirm the fundamentals to re-establish positions after substantial deleveraging in the early stage. The report cards handed over by Microsoft and Amazon prove that AI capital expenditure has begun to be converted into income and cash flow, which is also an important reason why hedge funds are willing to quickly cover technology stocks, rather than simply chasing them up.","html":"I think this wave of capital return has released an important signal, that is, the institution did not give up AI, but took advantage of the financial report to confirm the fundamentals to re-establish positions after substantial deleveraging in the early stage. The report cards handed over by Microsoft and Amazon prove that AI capital expenditure has begun to be converted into income and cash flow, which is also an important reason why hedge funds are willing to quickly cover technology stocks, rather than simply chasing them up."}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":592932371334248,"gmtCreate":1785755574728,"gmtModify":1785827631152,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"🪙 Tiger Coins | 🚨 The Next AI Earnings Test: Can Palantir and AMD Prove the Trade Still Works?","htmlText":"1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> reports today, August 3, after market close, and <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11","listText":"1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> and <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — <a target=\"_blank\" href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> reports today, August 3, after market close, and <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11","text":"1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: $Microsoft(MSFT)$ and $Amazon.com(AMZN)$surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — $Palantir Technologies Inc.(PLTR)$ reports today, August 3, after market close, and $Advanced Micro Devices(AMD)$ follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11","images":[{"img":"https://community-static.tradeup.com/news/193ed2905b0931fd30f0ade5ee1020e4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":55,"commentSize":8,"repostSize":2,"link":"https://ttm.financial/post/592932371334248","isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would choose to wait and see the results of the earnings before considering AMD. Between Palantir and AMD, I think AMD has more running space, because the demand for AI chips is still expanding, and the CPU business can provide certain fundamental support; Palantir's commercialization capabilities are strong, but the current valuation already calls for sustained high growth and lower fault tolerance. The \"proof is better than promise\" criterion is fair. After AI investment enters the stage of high capital expenditure, the market needs to see revenue, profit and free cash flow, not just user growth and technology stories. My strategy is to wait for the financial report and guidance to be confirmed before laying out in batches, instead of chasing higher in the high volatility window.","text":"I would choose to wait and see the results of the earnings before considering AMD. Between Palantir and AMD, I think AMD has more running space, because the demand for AI chips is still expanding, and the CPU business can provide certain fundamental support; Palantir's commercialization capabilities are strong, but the current valuation already calls for sustained high growth and lower fault tolerance. The \"proof is better than promise\" criterion is fair. After AI investment enters the stage of high capital expenditure, the market needs to see revenue, profit and free cash flow, not just user growth and technology stories. My strategy is to wait for the financial report and guidance to be confirmed before laying out in batches, instead of chasing higher in the high volatility window.","html":"I would choose to wait and see the results of the earnings before considering AMD. Between Palantir and AMD, I think AMD has more running space, because the demand for AI chips is still expanding, and the CPU business can provide certain fundamental support; Palantir's commercialization capabilities are strong, but the current valuation already calls for sustained high growth and lower fault tolerance. The \"proof is better than promise\" criterion is fair. After AI investment enters the stage of high capital expenditure, the market needs to see revenue, profit and free cash flow, not just user growth and technology stories. My strategy is to wait for the financial report and guidance to be confirmed before laying out in batches, instead of chasing higher in the high volatility window."},{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would choose to wait and see the results of the earnings before considering AMD. Between Palantir and AMD, I think AMD has more running space, because the demand for AI chips is still expanding, and the CPU business can provide certain fundamental support; Palantir's commercialization capabilities are strong, but the current valuation already calls for sustained high growth and lower fault tolerance. The \"proof is better than promise\" criterion is fair. After AI investment enters the stage of high capital expenditure, the market needs to see revenue, profit and free cash flow, not just user growth and technology stories. My strategy is to wait for the financial report and guidance to be confirmed before laying out in batches, instead of chasing higher in the high volatility window.","text":"I would choose to wait and see the results of the earnings before considering AMD. Between Palantir and AMD, I think AMD has more running space, because the demand for AI chips is still expanding, and the CPU business can provide certain fundamental support; Palantir's commercialization capabilities are strong, but the current valuation already calls for sustained high growth and lower fault tolerance. The \"proof is better than promise\" criterion is fair. After AI investment enters the stage of high capital expenditure, the market needs to see revenue, profit and free cash flow, not just user growth and technology stories. My strategy is to wait for the financial report and guidance to be confirmed before laying out in batches, instead of chasing higher in the high volatility window.","html":"I would choose to wait and see the results of the earnings before considering AMD. Between Palantir and AMD, I think AMD has more running space, because the demand for AI chips is still expanding, and the CPU business can provide certain fundamental support; Palantir's commercialization capabilities are strong, but the current valuation already calls for sustained high growth and lower fault tolerance. The \"proof is better than promise\" criterion is fair. After AI investment enters the stage of high capital expenditure, the market needs to see revenue, profit and free cash flow, not just user growth and technology stories. My strategy is to wait for the financial report and guidance to be confirmed before laying out in batches, instead of chasing higher in the high volatility window."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":591855648265248,"gmtCreate":1785492695521,"gmtModify":1785507948657,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"🏦 DBS, OCBC & UOB Earnings Are Coming: What Traders Should Watch Beyond Net Profit","htmlText":"Singapore’s three major banks are about to report earnings: <a target=\"_blank\" href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$</a>: 6 August <a target=\"_blank\" href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$</a>: 7 August <a target=\"_blank\" href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$</a>: 7 August With Singapore bank shares already trading at elevated levels, a simple profit beat may not be enough to push stocks higher. The bigger question is: Are the underlying earnings drivers still improving? 🐯🪙 Read to the end and share which bank you’re watching — useful market insights may come with some Tiger Coins! 🎯 5 Things Traders Should Watch 1️⃣ Net Interest Margin: Has the Decline Slowed? Net interest margin, or NIM, measures how much banks earn from lending after accoun","listText":"Singapore’s three major banks are about to report earnings: <a target=\"_blank\" href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$</a>: 6 August <a target=\"_blank\" href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$</a>: 7 August <a target=\"_blank\" href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$</a>: 7 August With Singapore bank shares already trading at elevated levels, a simple profit beat may not be enough to push stocks higher. The bigger question is: Are the underlying earnings drivers still improving? 🐯🪙 Read to the end and share which bank you’re watching — useful market insights may come with some Tiger Coins! 🎯 5 Things Traders Should Watch 1️⃣ Net Interest Margin: Has the Decline Slowed? Net interest margin, or NIM, measures how much banks earn from lending after accoun","text":"Singapore’s three major banks are about to report earnings: $DBS(D05.SI)$: 6 August $OCBC Bank(O39.SI)$: 7 August $UOB(U11.SI)$: 7 August With Singapore bank shares already trading at elevated levels, a simple profit beat may not be enough to push stocks higher. The bigger question is: Are the underlying earnings drivers still improving? 🐯🪙 Read to the end and share which bank you’re watching — useful market insights may come with some Tiger Coins! 🎯 5 Things Traders Should Watch 1️⃣ Net Interest Margin: Has the Decline Slowed? Net interest margin, or NIM, measures how much banks earn from lending after accoun","images":[{"img":"https://community-static.tradeup.com/news/cb1d2804ad177192f166fe0a6b6afed2"},{"img":"https://community-static.tradeup.com/news/f314a9a92f870de5e838b7db2d1efdbf"},{"img":"https://community-static.tradeup.com/news/a0e7b37f95a0baa66e5e1184bb6c00e3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":70,"commentSize":9,"repostSize":8,"link":"https://ttm.financial/post/591855648265248","isVote":1,"tweetType":1,"viewCount":4042,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4246011378926002","authorId":"4246011378926002","name":"Jerry Lam","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246011378926002","idStr":"4246011378926002"},"content":"I would pick C: UOB, the most concerned metric is the cost of credit. Net profit growth is important, but if non-performing loans rise and provision pressure increases, profit quality will be discounted. The key to whether UOB can catch up with its peers is not only the size of loans and net interest margin, but also whether it can maintain stable asset quality in the process of ASEAN expansion. If credit costs fall, wealth management income continues to grow, and repurchases and Dividend are maintained, I think there is still room for repair in valuation.","text":"I would pick C: UOB, the most concerned metric is the cost of credit. Net profit growth is important, but if non-performing loans rise and provision pressure increases, profit quality will be discounted. The key to whether UOB can catch up with its peers is not only the size of loans and net interest margin, but also whether it can maintain stable asset quality in the process of ASEAN expansion. If credit costs fall, wealth management income continues to grow, and repurchases and Dividend are maintained, I think there is still room for repair in valuation.","html":"I would pick C: UOB, the most concerned metric is the cost of credit. Net profit growth is important, but if non-performing loans rise and provision pressure increases, profit quality will be discounted. The key to whether UOB can catch up with its peers is not only the size of loans and net interest margin, but also whether it can maintain stable asset quality in the process of ASEAN expansion. If credit costs fall, wealth management income continues to grow, and repurchases and Dividend are maintained, I think there is still room for repair in valuation."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"If I had to choose only one, I would still be bullish on DBS. While bank stock valuations are no longer cheap, I think the key to future stock prices is no longer how much money they make, but whether the quality of earnings can be sustained. Compared with net profit, I pay more attention to whether net interest margin will stop falling, whether wealth management income can continue to grow, and management's outlook for loan demand in the second half of the year.","text":"If I had to choose only one, I would still be bullish on DBS. While bank stock valuations are no longer cheap, I think the key to future stock prices is no longer how much money they make, but whether the quality of earnings can be sustained. Compared with net profit, I pay more attention to whether net interest margin will stop falling, whether wealth management income can continue to grow, and management's outlook for loan demand in the second half of the year.","html":"If I had to choose only one, I would still be bullish on DBS. While bank stock valuations are no longer cheap, I think the key to future stock prices is no longer how much money they make, but whether the quality of earnings can be sustained. Compared with net profit, I pay more attention to whether net interest margin will stop falling, whether wealth management income can continue to grow, and management's outlook for loan demand in the second half of the year."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":591362204906576,"gmtCreate":1785372232339,"gmtModify":1785373893723,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Dow Plunges 1,100 Points! Hawkish Fed Signals + Geopolitical Risks Collide — What Comes Next?","htmlText":"Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t","listText":"Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t","text":"Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t","images":[{"img":"https://community-static.tradeup.com/news/89e93dc23e5d519b4d92355a44a7b6cd"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":110,"commentSize":6,"repostSize":3,"link":"https://ttm.financial/post/591362204906576","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"content":"I see this sell off as an unusual options movement to make calls expire worthless and also some political news @Shernice軒嬣 2000 get some coins here and support My sister","text":"I see this sell off as an unusual options movement to make calls expire worthless and also some political news @Shernice軒嬣 2000 get some coins here and support My sister","html":"I see this sell off as an unusual options movement to make calls expire worthless and also some political news @Shernice軒嬣 2000 get some coins here and support My sister"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I see this selloff as more than just a reaction to the Fed holding rates steady. What changed was the market's expectation for future policy. A more hawkish tone, combined with higher Treasury yields, puts pressure on high-valuation growth stocks that have rallied strongly this year. At the same time, geopolitical risks are making investors even more cautious. Rising oil prices and tensions in the Middle East could keep inflation elevated, making it harder for the Fed to begin cutting rates. That uncertainty is increasing market volatility across multiple asset classes. For now, I'm not changing my long-term strategy. If fundamentally strong AI and technology companies pull back because of macro concerns rather than weaker earnings, I'll continue to accumulate them gradually. Volatility creates opportunities, but staying disciplined with position sizing is more important than trying to time the market. @AI_FocusedTrader @TigerClub @TigerStars @Tiger_comments","text":"I see this selloff as more than just a reaction to the Fed holding rates steady. What changed was the market's expectation for future policy. A more hawkish tone, combined with higher Treasury yields, puts pressure on high-valuation growth stocks that have rallied strongly this year. At the same time, geopolitical risks are making investors even more cautious. Rising oil prices and tensions in the Middle East could keep inflation elevated, making it harder for the Fed to begin cutting rates. That uncertainty is increasing market volatility across multiple asset classes. For now, I'm not changing my long-term strategy. If fundamentally strong AI and technology companies pull back because of macro concerns rather than weaker earnings, I'll continue to accumulate them gradually. Volatility creates opportunities, but staying disciplined with position sizing is more important than trying to time the market. @AI_FocusedTrader @TigerClub @TigerStars @Tiger_comments","html":"I see this selloff as more than just a reaction to the Fed holding rates steady. What changed was the market's expectation for future policy. A more hawkish tone, combined with higher Treasury yields, puts pressure on high-valuation growth stocks that have rallied strongly this year. At the same time, geopolitical risks are making investors even more cautious. Rising oil prices and tensions in the Middle East could keep inflation elevated, making it harder for the Fed to begin cutting rates. That uncertainty is increasing market volatility across multiple asset classes. For now, I'm not changing my long-term strategy. If fundamentally strong AI and technology companies pull back because of macro concerns rather than weaker earnings, I'll continue to accumulate them gradually. Volatility creates opportunities, but staying disciplined with position sizing is more important than trying to time the market. @AI_FocusedTrader @TigerClub @TigerStars @Tiger_comments"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":591212262614576,"gmtCreate":1785335737849,"gmtModify":1785335770156,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Apple’s Record High: Full Drivers & Earnings in Focus","htmlText":"I. Core Catalysts Behind Apple’s New All-Time Highs 1. A Major Rotation in Market Capital: Apple Emerges as a Safe Haven for Light-Capital AI Plays Investors have grown skeptical of the long payback cycles for massive capital expenditure among AI computing giants, triggering capital outflows from heavy infrastructure names into Apple’s resilient balance sheet: Cloud peers allocate nearly 40% of revenue to data center buildouts, while Apple’s capital spending accounts for merely 2.5% of revenue, eliminating burdensome hardware infrastructure costs. Consensus estimates put Apple’s 2026 full-year free cash flow at $1400 billion, a 40% year-over-year surge, unrivaled among global tech firms and cementing its defensive appeal. While the Philadelphia Semiconductor Index weakened and Microsoft su","listText":"I. Core Catalysts Behind Apple’s New All-Time Highs 1. A Major Rotation in Market Capital: Apple Emerges as a Safe Haven for Light-Capital AI Plays Investors have grown skeptical of the long payback cycles for massive capital expenditure among AI computing giants, triggering capital outflows from heavy infrastructure names into Apple’s resilient balance sheet: Cloud peers allocate nearly 40% of revenue to data center buildouts, while Apple’s capital spending accounts for merely 2.5% of revenue, eliminating burdensome hardware infrastructure costs. Consensus estimates put Apple’s 2026 full-year free cash flow at $1400 billion, a 40% year-over-year surge, unrivaled among global tech firms and cementing its defensive appeal. While the Philadelphia Semiconductor Index weakened and Microsoft su","text":"I. Core Catalysts Behind Apple’s New All-Time Highs 1. A Major Rotation in Market Capital: Apple Emerges as a Safe Haven for Light-Capital AI Plays Investors have grown skeptical of the long payback cycles for massive capital expenditure among AI computing giants, triggering capital outflows from heavy infrastructure names into Apple’s resilient balance sheet: Cloud peers allocate nearly 40% of revenue to data center buildouts, while Apple’s capital spending accounts for merely 2.5% of revenue, eliminating burdensome hardware infrastructure costs. Consensus estimates put Apple’s 2026 full-year free cash flow at $1400 billion, a 40% year-over-year surge, unrivaled among global tech firms and cementing its defensive appeal. While the Philadelphia Semiconductor Index weakened and Microsoft su","images":[{"img":"https://community-static.tradeup.com/news/1e8dc33c167b0a3632404ff84feae1b7"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":9,"repostSize":2,"link":"https://ttm.financial/post/591212262614576","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I think that Apple's record high is not just because of the concept of AI, but because the market begins to prefer \"certainty\" again. When many technology giants continue to invest huge amounts of capital to build AI infrastructure, and the return cycle is still unknown, Apple has become a new choice for capital hedging with its huge ecosystem, stable cash flow and extremely low capital expenditure. What the market buys is not just AI, but profit quality and cash flow.","text":"I think that Apple's record high is not just because of the concept of AI, but because the market begins to prefer \"certainty\" again. When many technology giants continue to invest huge amounts of capital to build AI infrastructure, and the return cycle is still unknown, Apple has become a new choice for capital hedging with its huge ecosystem, stable cash flow and extremely low capital expenditure. What the market buys is not just AI, but profit quality and cash flow.","html":"I think that Apple's record high is not just because of the concept of AI, but because the market begins to prefer \"certainty\" again. When many technology giants continue to invest huge amounts of capital to build AI infrastructure, and the return cycle is still unknown, Apple has become a new choice for capital hedging with its huge ecosystem, stable cash flow and extremely low capital expenditure. What the market buys is not just AI, but profit quality and cash flow."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"However, I think Apple's biggest test at this stage is not its revenue, but whether its valuation can continue to expand. At present, the market almost reflects the benefits of AI commercialization, China's business recovery, iPhone replacement cycle and foldable new products in advance. Once the gross profit margin or management outlook in the financial report is slightly lower than expected, it may lead to profit-taking. After all, the fault tolerance rate of high valuation is not high.","text":"However, I think Apple's biggest test at this stage is not its revenue, but whether its valuation can continue to expand. At present, the market almost reflects the benefits of AI commercialization, China's business recovery, iPhone replacement cycle and foldable new products in advance. Once the gross profit margin or management outlook in the financial report is slightly lower than expected, it may lead to profit-taking. After all, the fault tolerance rate of high valuation is not high.","html":"However, I think Apple's biggest test at this stage is not its revenue, but whether its valuation can continue to expand. At present, the market almost reflects the benefits of AI commercialization, China's business recovery, iPhone replacement cycle and foldable new products in advance. Once the gross profit margin or management outlook in the financial report is slightly lower than expected, it may lead to profit-taking. After all, the fault tolerance rate of high valuation is not high."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":591161168344096,"gmtCreate":1785323144759,"gmtModify":1785323173877,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Singapore's AI Rhythm: Where Are We, Where's the Demand, and What Do the Latest Numbers Say?","htmlText":"I found this live is interesting&gt;&gt; <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1871409647301657&quot;,&quot;type&quot;:1}\" target=\"_blank\">Register now</a> Speakers are Kenny Tay, CEO of the Singapore A.I. Association and Founder of AI49 International Group, alongside Kenny Loh, Licensed Wealth Advisory Director &amp; S-REITs Investment Expert, to unpack how AI is reshaping business strategy and where the next SGX investment opportunities sit. 📅 Date: 29 July 2026 ⏰ Time: 20:00–21:00 SGT Then I did some research: Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding. 📊 The Latest Numbers (2026) Metric Figure Source Working","listText":"I found this live is interesting&gt;&gt; <a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;1871409647301657&quot;,&quot;type&quot;:1}\" target=\"_blank\">Register now</a> Speakers are Kenny Tay, CEO of the Singapore A.I. Association and Founder of AI49 International Group, alongside Kenny Loh, Licensed Wealth Advisory Director &amp; S-REITs Investment Expert, to unpack how AI is reshaping business strategy and where the next SGX investment opportunities sit. 📅 Date: 29 July 2026 ⏰ Time: 20:00–21:00 SGT Then I did some research: Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding. 📊 The Latest Numbers (2026) Metric Figure Source Working","text":"I found this live is interesting>> Register now Speakers are Kenny Tay, CEO of the Singapore A.I. Association and Founder of AI49 International Group, alongside Kenny Loh, Licensed Wealth Advisory Director & S-REITs Investment Expert, to unpack how AI is reshaping business strategy and where the next SGX investment opportunities sit. 📅 Date: 29 July 2026 ⏰ Time: 20:00–21:00 SGT Then I did some research: Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding. 📊 The Latest Numbers (2026) Metric Figure Source Working","images":[{"img":"https://community-static.tradeup.com/news/754e7c62a9865311d5e2fa33bd291467"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":53,"commentSize":11,"repostSize":4,"link":"https://ttm.financial/post/591161168344096","isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4144844151777102","authorId":"4144844151777102","name":"Cadi Poon","avatar":"https://community-static.tradeup.com/news/c61260ad7946980c4c2c1b47d8284c1e","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4144844151777102","idStr":"4144844151777102"},"content":"Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding.","text":"Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding.","html":"Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding."},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"In my opinion, the most noteworthy thing about this sharing is not whether AI will change the world, but that Singapore has entered the stage of \"AI landing\". Many people are still stuck in the impression that ChatGPT is fun, but the real opportunity to make money often comes when enterprises start to deploy AI on a large scale, rather than when the whole people discuss AI.","text":"In my opinion, the most noteworthy thing about this sharing is not whether AI will change the world, but that Singapore has entered the stage of \"AI landing\". Many people are still stuck in the impression that ChatGPT is fun, but the real opportunity to make money often comes when enterprises start to deploy AI on a large scale, rather than when the whole people discuss AI.","html":"In my opinion, the most noteworthy thing about this sharing is not whether AI will change the world, but that Singapore has entered the stage of \"AI landing\". Many people are still stuck in the impression that ChatGPT is fun, but the real opportunity to make money often comes when enterprises start to deploy AI on a large scale, rather than when the whole people discuss AI."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":590112596120656,"gmtCreate":1785067152069,"gmtModify":1785148253119,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Why Singapore STI Rallied for 8 Consecutive Weeks","htmlText":"Why Singapore STI Rallied for 8 Consecutive Weeks 1. Global Liquidity &amp; Fed Rate Cut Bets Markets price rate cuts starting 2027, driving capital from expensive US tech into Asia’s high-dividend defensive assets. Singapore’s 4%–6% stock dividend yield and S-REIT 5%–8% payout attract global pension funds and family offices. Geopolitical tensions push safe-haven inflows to Singapore’s AAA-rated market. Read more&gt;&gt; <a target=\"_blank\" href=\"https://ttm.financial/TW/590103720137760\">Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting</a> <a target=\"_blank\" href=\"https://ttm.financial/TW/590109416162736\">3 US Q2 GDP Outcome Scenarios &amp; Direct Impacts on US Equities</a> 2. Structural Policy Tailwinds (Key Driver) MAS expanded the SGD6.5b Equity Market Development Prog","listText":"Why Singapore STI Rallied for 8 Consecutive Weeks 1. Global Liquidity &amp; Fed Rate Cut Bets Markets price rate cuts starting 2027, driving capital from expensive US tech into Asia’s high-dividend defensive assets. Singapore’s 4%–6% stock dividend yield and S-REIT 5%–8% payout attract global pension funds and family offices. Geopolitical tensions push safe-haven inflows to Singapore’s AAA-rated market. Read more&gt;&gt; <a target=\"_blank\" href=\"https://ttm.financial/TW/590103720137760\">Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting</a> <a target=\"_blank\" href=\"https://ttm.financial/TW/590109416162736\">3 US Q2 GDP Outcome Scenarios &amp; Direct Impacts on US Equities</a> 2. Structural Policy Tailwinds (Key Driver) MAS expanded the SGD6.5b Equity Market Development Prog","text":"Why Singapore STI Rallied for 8 Consecutive Weeks 1. Global Liquidity & Fed Rate Cut Bets Markets price rate cuts starting 2027, driving capital from expensive US tech into Asia’s high-dividend defensive assets. Singapore’s 4%–6% stock dividend yield and S-REIT 5%–8% payout attract global pension funds and family offices. Geopolitical tensions push safe-haven inflows to Singapore’s AAA-rated market. Read more>> Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting 3 US Q2 GDP Outcome Scenarios & Direct Impacts on US Equities 2. Structural Policy Tailwinds (Key Driver) MAS expanded the SGD6.5b Equity Market Development Prog","images":[{"img":"https://community-static.tradeup.com/news/8e1302cc08086278ef16397e2eec593f"},{"img":"https://community-static.tradeup.com/news/74c6c04f9a4557e59c1d3adad7e1b506"},{"img":"https://community-static.tradeup.com/news/fa7ef223605ac442927fa93d92ba88a3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":525,"commentSize":0,"repostSize":13,"link":"https://ttm.financial/post/590112596120656","isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":590109416162736,"gmtCreate":1785066398026,"gmtModify":1785167400175,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"3 US Q2 GDP Outcome Scenarios & Direct Impacts on US Equities","htmlText":"US Q2 2026 Real GDP Growth Expectations &amp; Stock Market Impacts 1. Core Timetable Advance GDP release: 8:30 AM ET, July 30 (Wed) Critical overlap: FOMC rate decision releases at 2 AM Beijing July 31, just hours after Q2 GDP print. GDP data will directly shape Powell’s hawkish/dovish tone in the press conference. Q1 2026 baseline: Real GDP SAAR = 2.1% (official final estimate) 2. Latest Consensus Forecasts (As of July 26, 2026) 1) Wall Street Blue Chip Consensus Market median forecast: 1.8%–2.2% annualized real GDP growth Bullish banks (GS, Huatai): 2.5%–3.3% (AI capex strong driver) Base case majority (BofA, CBO, Philly Fed SPF): 2.0%–2.2% Bearish institutions: 1.5%–1.8% (weakening consumer spending drag) 2) Atlanta Fed GDPNow Real-Time Nowcast (July 17, latest update) 1.7% SAAR (sharp","listText":"US Q2 2026 Real GDP Growth Expectations &amp; Stock Market Impacts 1. Core Timetable Advance GDP release: 8:30 AM ET, July 30 (Wed) Critical overlap: FOMC rate decision releases at 2 AM Beijing July 31, just hours after Q2 GDP print. GDP data will directly shape Powell’s hawkish/dovish tone in the press conference. Q1 2026 baseline: Real GDP SAAR = 2.1% (official final estimate) 2. Latest Consensus Forecasts (As of July 26, 2026) 1) Wall Street Blue Chip Consensus Market median forecast: 1.8%–2.2% annualized real GDP growth Bullish banks (GS, Huatai): 2.5%–3.3% (AI capex strong driver) Base case majority (BofA, CBO, Philly Fed SPF): 2.0%–2.2% Bearish institutions: 1.5%–1.8% (weakening consumer spending drag) 2) Atlanta Fed GDPNow Real-Time Nowcast (July 17, latest update) 1.7% SAAR (sharp","text":"US Q2 2026 Real GDP Growth Expectations & Stock Market Impacts 1. Core Timetable Advance GDP release: 8:30 AM ET, July 30 (Wed) Critical overlap: FOMC rate decision releases at 2 AM Beijing July 31, just hours after Q2 GDP print. GDP data will directly shape Powell’s hawkish/dovish tone in the press conference. Q1 2026 baseline: Real GDP SAAR = 2.1% (official final estimate) 2. Latest Consensus Forecasts (As of July 26, 2026) 1) Wall Street Blue Chip Consensus Market median forecast: 1.8%–2.2% annualized real GDP growth Bullish banks (GS, Huatai): 2.5%–3.3% (AI capex strong driver) Base case majority (BofA, CBO, Philly Fed SPF): 2.0%–2.2% Bearish institutions: 1.5%–1.8% (weakening consumer spending drag) 2) Atlanta Fed GDPNow Real-Time Nowcast (July 17, latest update) 1.7% SAAR (sharp","images":[{"img":"https://community-static.tradeup.com/news/29276caaf0b1b299764476bc9cd258e4"},{"img":"https://community-static.tradeup.com/news/5bd823ce67f1357795744407bfedaab5"},{"img":"https://community-static.tradeup.com/news/6239452f94cb786df9a8541201867f03"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":139,"commentSize":14,"repostSize":7,"link":"https://ttm.financial/post/590109416162736","isVote":1,"tweetType":1,"viewCount":2356,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"🌟The upcoming US Q2 GDP results on July 30 will be a pivotal point for US equities. The latest consensus & tracking metrics have revealed that the most likely outcome is a GDP landing between 1.5% & 2.4%. This would be a Goldilocks scenario with core final domestic sales holding firmly above 2.5%. This is great news for large cap equities like the Magnificent 7. It proves that despite elevated energy prices & sticky core inflation, corporate margins are holding up. This will allow new Fed Chair Kevin Warsh to maintain a steady pause, effectively keeping the economy in a durable extended cycle. I would continue to dollar cost average into index ETFs such as $SPDR Portfolio S&P 500 ETF(SPYM)$ as it will automatically tilt my portfolio toward high quality cash rich companies that can easily withstand the USD 100 oil, geopolitical conflicts & tariff uncertainties. Let's hope for the Goldilocks scenario which is best for US equities. @AI_FocusedTrader @Tiger_comments","text":"🌟The upcoming US Q2 GDP results on July 30 will be a pivotal point for US equities. The latest consensus & tracking metrics have revealed that the most likely outcome is a GDP landing between 1.5% & 2.4%. This would be a Goldilocks scenario with core final domestic sales holding firmly above 2.5%. This is great news for large cap equities like the Magnificent 7. It proves that despite elevated energy prices & sticky core inflation, corporate margins are holding up. This will allow new Fed Chair Kevin Warsh to maintain a steady pause, effectively keeping the economy in a durable extended cycle. I would continue to dollar cost average into index ETFs such as $SPDR Portfolio S&P 500 ETF(SPYM)$ as it will automatically tilt my portfolio toward high quality cash rich companies that can easily withstand the USD 100 oil, geopolitical conflicts & tariff uncertainties. Let's hope for the Goldilocks scenario which is best for US equities. @AI_FocusedTrader @Tiger_comments","html":"🌟The upcoming US Q2 GDP results on July 30 will be a pivotal point for US equities. The latest consensus & tracking metrics have revealed that the most likely outcome is a GDP landing between 1.5% & 2.4%. This would be a Goldilocks scenario with core final domestic sales holding firmly above 2.5%. This is great news for large cap equities like the Magnificent 7. It proves that despite elevated energy prices & sticky core inflation, corporate margins are holding up. This will allow new Fed Chair Kevin Warsh to maintain a steady pause, effectively keeping the economy in a durable extended cycle. I would continue to dollar cost average into index ETFs such as $SPDR Portfolio S&P 500 ETF(SPYM)$ as it will automatically tilt my portfolio toward high quality cash rich companies that can easily withstand the USD 100 oil, geopolitical conflicts & tariff uncertainties. Let's hope for the Goldilocks scenario which is best for US equities. @AI_FocusedTrader @Tiger_comments"},{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"If the GDP falls to about 2% of the market expectation, I think it is the healthiest result, which means that the US economy is still resilient, but not overheated, and the Federal Reserve has reason to stay still, which is a positive environment for technology stocks.","text":"If the GDP falls to about 2% of the market expectation, I think it is the healthiest result, which means that the US economy is still resilient, but not overheated, and the Federal Reserve has reason to stay still, which is a positive environment for technology stocks.","html":"If the GDP falls to about 2% of the market expectation, I think it is the healthiest result, which means that the US economy is still resilient, but not overheated, and the Federal Reserve has reason to stay still, which is a positive environment for technology stocks."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":590103720137760,"gmtCreate":1785064978693,"gmtModify":1785065359327,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting","htmlText":"1. Basic Meeting Info Schedule: FOMC rate decision release at 2:00 AM Beijing Time on July 30 (2:00 PM ET, July 29); Powell’s press conference kicks off at 2:30 AM Beijing Time. Current policy rate: 3.50%–3.75%, held steady for four consecutive meetings. Key note: This is a non-SEP meeting. No updated dot plot or economic projections will be published. The full 2026 rate path will solely hinge on policy statement wording and Powell’s remarks; the next dot plot update comes in September. CME FedWatch pricing (as of July 26): Probability of unchanged rates this Wednesday: 87% (market baseline case) Probability of a 25bp hike to 3.75%–4.00%: 13% Near-zero odds of a rate cut; markets have fully priced out July easing expectations. 2. Three Scenarios &amp; Corresponding Full-Year Rate Paths Sce","listText":"1. Basic Meeting Info Schedule: FOMC rate decision release at 2:00 AM Beijing Time on July 30 (2:00 PM ET, July 29); Powell’s press conference kicks off at 2:30 AM Beijing Time. Current policy rate: 3.50%–3.75%, held steady for four consecutive meetings. Key note: This is a non-SEP meeting. No updated dot plot or economic projections will be published. The full 2026 rate path will solely hinge on policy statement wording and Powell’s remarks; the next dot plot update comes in September. CME FedWatch pricing (as of July 26): Probability of unchanged rates this Wednesday: 87% (market baseline case) Probability of a 25bp hike to 3.75%–4.00%: 13% Near-zero odds of a rate cut; markets have fully priced out July easing expectations. 2. Three Scenarios &amp; Corresponding Full-Year Rate Paths Sce","text":"1. Basic Meeting Info Schedule: FOMC rate decision release at 2:00 AM Beijing Time on July 30 (2:00 PM ET, July 29); Powell’s press conference kicks off at 2:30 AM Beijing Time. Current policy rate: 3.50%–3.75%, held steady for four consecutive meetings. Key note: This is a non-SEP meeting. No updated dot plot or economic projections will be published. The full 2026 rate path will solely hinge on policy statement wording and Powell’s remarks; the next dot plot update comes in September. CME FedWatch pricing (as of July 26): Probability of unchanged rates this Wednesday: 87% (market baseline case) Probability of a 25bp hike to 3.75%–4.00%: 13% Near-zero odds of a rate cut; markets have fully priced out July easing expectations. 2. Three Scenarios & Corresponding Full-Year Rate Paths Sce","images":[{"img":"https://community-static.tradeup.com/news/25879ccc9d7f280b74cf777715720e3b"},{"img":"https://community-static.tradeup.com/news/404ed535d34ecf9746042d85af1ba72c"},{"img":"https://community-static.tradeup.com/news/2882e9241196593e29fb5bf253d99900"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":44,"commentSize":0,"repostSize":15,"link":"https://ttm.financial/post/590103720137760","isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":585962632732704,"gmtCreate":1784087962744,"gmtModify":1784087966691,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> shares surged nearly 14% in overnight trading after reports that payment company Stripe and private equity firm Advent International have submitted a joint offer to acquire PayPal for $60.50 per share, according to Reuters. Two sources familiar with the matter said the offer, submitted earlier this month, has secured approximately $50 billion in bank commitments, representing a premium of about 28% over PayPal's closing price on Tuesday.","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> shares surged nearly 14% in overnight trading after reports that payment company Stripe and private equity firm Advent International have submitted a joint offer to acquire PayPal for $60.50 per share, according to Reuters. Two sources familiar with the matter said the offer, submitted earlier this month, has secured approximately $50 billion in bank commitments, representing a premium of about 28% over PayPal's closing price on Tuesday.","text":"$PayPal(PYPL)$ shares surged nearly 14% in overnight trading after reports that payment company Stripe and private equity firm Advent International have submitted a joint offer to acquire PayPal for $60.50 per share, according to Reuters. Two sources familiar with the matter said the offer, submitted earlier this month, has secured approximately $50 billion in bank commitments, representing a premium of about 28% over PayPal's closing price on Tuesday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/585962632732704","isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585936328134912,"gmtCreate":1784084775252,"gmtModify":1784093918502,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"3 Reasons for the Tuesday Winner -- SK Hynix's Surge over 27%","htmlText":"The market finally had a chance to breathe. SK Hynix's US-listed shares surged 27% overnight, causing sleepless nights for its Hong Kong-listed 2x leveraged ETFs <a target=\"_blank\" href=\"https://ttm.financial/S/07709\">$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$</a> . Overnight, SK Hynix (ADR) <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> shares in the US rose over 27%, closing at a premium of over 50% over its South Korean listed shares. This surge also boosted a range of memory-related stocks. By the close, <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> was up over 5%, <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>","listText":"The market finally had a chance to breathe. SK Hynix's US-listed shares surged 27% overnight, causing sleepless nights for its Hong Kong-listed 2x leveraged ETFs <a target=\"_blank\" href=\"https://ttm.financial/S/07709\">$CSOP SK Hynix Daily (2x) Leveraged Product(07709)$</a> . Overnight, SK Hynix (ADR) <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> shares in the US rose over 27%, closing at a premium of over 50% over its South Korean listed shares. This surge also boosted a range of memory-related stocks. By the close, <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> was up over 5%, <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> , <a target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>","text":"The market finally had a chance to breathe. SK Hynix's US-listed shares surged 27% overnight, causing sleepless nights for its Hong Kong-listed 2x leveraged ETFs $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ . Overnight, SK Hynix (ADR) $SK hynix(SKHY)$ shares in the US rose over 27%, closing at a premium of over 50% over its South Korean listed shares. This surge also boosted a range of memory-related stocks. By the close, $SanDisk Corp.(SNDK)$ was up over 5%, $Micron Technology(MU)$ , $Intel(INTC)$","images":[{"img":"https://community-static.tradeup.com/news/8762a13718596a39c24d40a4d342234b"},{"img":"https://community-static.tradeup.com/news/da3a2e9c988d0e045b93e9b33ab3f367"},{"img":"https://community-static.tradeup.com/news/4bfa55096dacfbf9282829aa529d4e60"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":38,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/585936328134912","isVote":1,"tweetType":1,"viewCount":3430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"content":"Woof 🐶 @Shernice軒嬣 2000 @InverseCramer @ThetaGainer","text":"Woof 🐶 @Shernice軒嬣 2000 @InverseCramer @ThetaGainer","html":"Woof 🐶 @Shernice軒嬣 2000 @InverseCramer @ThetaGainer"},{"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"1436866998000","idStr":"1436866998000"},"content":"What‘s your short target for$SK hynix(SKHY)$ ?","text":"What‘s your short target for$SK hynix(SKHY)$ ?","html":"What‘s your short target for$SK hynix(SKHY)$ ?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":581134796341536,"gmtCreate":1782913133883,"gmtModify":1782914453086,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Nine Keys to H2 2026","htmlText":"1. Soft Landing Remains the Base Case, but Inflation &amp; Geopolitical Risks Persist Standard Chartered CIO maintains a soft-landing view supporting risk assets, while Seeking Alpha analysts warn that persistent inflationary pressures from geopolitical tensions and supply shocks could push both rates and market volatility higher in H2. 2. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> Targets: Bullish 7,950 vs. Bearish 10-12% Correction Warning Standard Chartered is bullish on global equities (up 12%+ YTD), setting an S&amp;P 500 target of 7,950 by mid-2027. Seeking Alpha contributors are cautious, forecasting a 10-12% H2 pullback. They argue the current bull is \"naked\" — the AI and chip bubble is nearing its peak. 3. AI Narrative Enters the \"Cash Flow Verification\" Phase","listText":"1. Soft Landing Remains the Base Case, but Inflation &amp; Geopolitical Risks Persist Standard Chartered CIO maintains a soft-landing view supporting risk assets, while Seeking Alpha analysts warn that persistent inflationary pressures from geopolitical tensions and supply shocks could push both rates and market volatility higher in H2. 2. <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> Targets: Bullish 7,950 vs. Bearish 10-12% Correction Warning Standard Chartered is bullish on global equities (up 12%+ YTD), setting an S&amp;P 500 target of 7,950 by mid-2027. Seeking Alpha contributors are cautious, forecasting a 10-12% H2 pullback. They argue the current bull is \"naked\" — the AI and chip bubble is nearing its peak. 3. AI Narrative Enters the \"Cash Flow Verification\" Phase","text":"1. Soft Landing Remains the Base Case, but Inflation & Geopolitical Risks Persist Standard Chartered CIO maintains a soft-landing view supporting risk assets, while Seeking Alpha analysts warn that persistent inflationary pressures from geopolitical tensions and supply shocks could push both rates and market volatility higher in H2. 2. $S&P 500(.SPX)$ Targets: Bullish 7,950 vs. Bearish 10-12% Correction Warning Standard Chartered is bullish on global equities (up 12%+ YTD), setting an S&P 500 target of 7,950 by mid-2027. Seeking Alpha contributors are cautious, forecasting a 10-12% H2 pullback. They argue the current bull is \"naked\" — the AI and chip bubble is nearing its peak. 3. AI Narrative Enters the \"Cash Flow Verification\" Phase","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581134796341536","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581152111076416,"gmtCreate":1782913074381,"gmtModify":1782913077273,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"","htmlText":"Love this report thank you for the Part II: Nine Keys to H2 2026","listText":"Love this report thank you for the Part II: Nine Keys to H2 2026","text":"Love this report thank you for the Part II: Nine Keys to H2 2026","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581152111076416","repostId":"581145215709280","repostType":1,"repost":{"id":581145215709280,"gmtCreate":1782911938201,"gmtModify":1782985756464,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000439","idStr":"9000000000000439"},"themes":[],"title":"🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But \"AI Must Pay\"","htmlText":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality &gt; growth story, and defensive rotation &gt; single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","listText":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality &gt; growth story, and defensive rotation &gt; single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","text":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality > growth story, and defensive rotation > single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","images":[{"img":"https://community-static.tradeup.com/news/4d9195e323c996dc939eac0a48fd9d4c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581145215709280","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":425752245469200,"gmtCreate":1744948704207,"gmtModify":1744975802484,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Healthcare giant UNH see the biggest drop in 27 years, Why?","htmlText":"Healthcare giant <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> obliterated and is on track for its biggest loss in 27 years.Keydata: EPS of $7.20 missing expectations of $7.29, Revenue of $109.6B missing expectations of $111.6B.Why is $UNH down 23%? An amazing buying opportunityQ1 2025 Earnings Report AnalysisCompany OverviewUnitedHealth Group is a globally leading diversified healthcare company, operating primarily through two business segments: UnitedHealthcare (which provides health insurance and benefits services) and Optum (which offers information and technology-supported health services). The company is committed to helping people live healthier lives through innovative healthcare solutions and efficient operating models.Business and Business Model IntroductionUnited","listText":"Healthcare giant <a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> obliterated and is on track for its biggest loss in 27 years.Keydata: EPS of $7.20 missing expectations of $7.29, Revenue of $109.6B missing expectations of $111.6B.Why is $UNH down 23%? An amazing buying opportunityQ1 2025 Earnings Report AnalysisCompany OverviewUnitedHealth Group is a globally leading diversified healthcare company, operating primarily through two business segments: UnitedHealthcare (which provides health insurance and benefits services) and Optum (which offers information and technology-supported health services). The company is committed to helping people live healthier lives through innovative healthcare solutions and efficient operating models.Business and Business Model IntroductionUnited","text":"Healthcare giant $UnitedHealth(UNH)$ obliterated and is on track for its biggest loss in 27 years.Keydata: EPS of $7.20 missing expectations of $7.29, Revenue of $109.6B missing expectations of $111.6B.Why is $UNH down 23%? An amazing buying opportunityQ1 2025 Earnings Report AnalysisCompany OverviewUnitedHealth Group is a globally leading diversified healthcare company, operating primarily through two business segments: UnitedHealthcare (which provides health insurance and benefits services) and Optum (which offers information and technology-supported health services). The company is committed to helping people live healthier lives through innovative healthcare solutions and efficient operating models.Business and Business Model IntroductionUnited","images":[{"img":"https://community-static.tradeup.com/news/f9d81e818d924fb350c5dc5244f6f3dc"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":330,"commentSize":99,"repostSize":2739,"link":"https://ttm.financial/post/425752245469200","isVote":1,"tweetType":1,"viewCount":61987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"Easter Egg Hunt","text":"Easter Egg Hunt","html":"Easter Egg Hunt"},{"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3572916667219493","idStr":"3572916667219493"},"content":"Do u think it is over reacted since result are not so bad but -22% is kinda like this year no more good results","text":"Do u think it is over reacted since result are not so bad but -22% is kinda like this year no more good results","html":"Do u think it is over reacted since result are not so bad but -22% is kinda like this year no more good results"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":261230832156704,"gmtCreate":1704804989235,"gmtModify":1704930002681,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"TLT: Buy the Dip vs. Sell the Rip","htmlText":"The <a href=\"https://ttm.financial/S/TLT\">$iShares 20+ Year Treasury Bond ETF(TLT)$</a><v-v data-views=\"1\"></v-v> , an indicator for long-term bonds, saw erratic movements on Friday, reflecting uncertainty among bond investors following December's labor market report.Initially, the <a href=\"https://ttm.financial/S/TLT\">$iShares 20+ Year Treasury Bond ETF(TLT)$</a> fell more than 1.0%, but rallied 1.5% within an hour, only to fall back into negative territory by midday.The labor market report showed 216,000 new jobs, beating estimates and indicating continued economic growth. However, 71,000 jobs from previous months were also revised downwards, keeping leaving the unemployment rate at 3.7%.Investors who were initially uncertain about the Fed's stance tended to buy, but concerns about a con","listText":"The <a href=\"https://ttm.financial/S/TLT\">$iShares 20+ Year Treasury Bond ETF(TLT)$</a><v-v data-views=\"1\"></v-v> , an indicator for long-term bonds, saw erratic movements on Friday, reflecting uncertainty among bond investors following December's labor market report.Initially, the <a href=\"https://ttm.financial/S/TLT\">$iShares 20+ Year Treasury Bond ETF(TLT)$</a> fell more than 1.0%, but rallied 1.5% within an hour, only to fall back into negative territory by midday.The labor market report showed 216,000 new jobs, beating estimates and indicating continued economic growth. However, 71,000 jobs from previous months were also revised downwards, keeping leaving the unemployment rate at 3.7%.Investors who were initially uncertain about the Fed's stance tended to buy, but concerns about a con","text":"The $iShares 20+ Year Treasury Bond ETF(TLT)$ , an indicator for long-term bonds, saw erratic movements on Friday, reflecting uncertainty among bond investors following December's labor market report.Initially, the $iShares 20+ Year Treasury Bond ETF(TLT)$ fell more than 1.0%, but rallied 1.5% within an hour, only to fall back into negative territory by midday.The labor market report showed 216,000 new jobs, beating estimates and indicating continued economic growth. However, 71,000 jobs from previous months were also revised downwards, keeping leaving the unemployment rate at 3.7%.Investors who were initially uncertain about the Fed's stance tended to buy, but concerns about a con","images":[{"img":"https://community-static.tradeup.com/news/5af936d871df21a91b20317e9d6beed0","width":"560","height":"240"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2955,"commentSize":11,"repostSize":1759,"link":"https://ttm.financial/post/261230832156704","isVote":1,"tweetType":1,"viewCount":42309,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102377969591930","authorId":"4102377969591930","name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4102377969591930","idStr":"4102377969591930"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":308343472775248,"gmtCreate":1716297435994,"gmtModify":1716459602058,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Buffett is diversifying his portfolio, a sign that gold, bitcoin will shine even brighter!  ","htmlText":"Ups. Even Americans are ditching $ Warren Buffett, the legendary investor, is making moves! He's selling 13% of his <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> stocks, worth billions, and exiting the stock market slowly. But why? Buffett has long been a critic of <a href=\"https://ttm.financial/S/BTC.USD.CC\">$Bitcoin(BTC.USD.CC)$</a> , calling it \"rat poison squared\" and has also expressed disdain for gold, labeling it a \"store of fear\" rather than a store of value. However, he's recently changed his tune, investing a whopping half billion dollars in Barrick Gold! It seems Buffett is diversifying his portfolio due to concerns about dollar weakness. This could be a sign that <a href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2406(GCmain)$</a> , Bitcoin and crypto will shin","listText":"Ups. Even Americans are ditching $ Warren Buffett, the legendary investor, is making moves! He's selling 13% of his <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> stocks, worth billions, and exiting the stock market slowly. But why? Buffett has long been a critic of <a href=\"https://ttm.financial/S/BTC.USD.CC\">$Bitcoin(BTC.USD.CC)$</a> , calling it \"rat poison squared\" and has also expressed disdain for gold, labeling it a \"store of fear\" rather than a store of value. However, he's recently changed his tune, investing a whopping half billion dollars in Barrick Gold! It seems Buffett is diversifying his portfolio due to concerns about dollar weakness. This could be a sign that <a href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2406(GCmain)$</a> , Bitcoin and crypto will shin","text":"Ups. Even Americans are ditching $ Warren Buffett, the legendary investor, is making moves! He's selling 13% of his $Apple(AAPL)$ stocks, worth billions, and exiting the stock market slowly. But why? Buffett has long been a critic of $Bitcoin(BTC.USD.CC)$ , calling it \"rat poison squared\" and has also expressed disdain for gold, labeling it a \"store of fear\" rather than a store of value. However, he's recently changed his tune, investing a whopping half billion dollars in Barrick Gold! It seems Buffett is diversifying his portfolio due to concerns about dollar weakness. This could be a sign that $Gold - main 2406(GCmain)$ , Bitcoin and crypto will shin","images":[{"img":"https://community-static.tradeup.com/news/828cd9c9d0176e1bc9bf9ac2ef68c97b","width":"1149","height":"385"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1810,"commentSize":14,"repostSize":1780,"link":"https://ttm.financial/post/308343472775248","isVote":1,"tweetType":1,"viewCount":42062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577018109379877","authorId":"3577018109379877","name":"Des79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3577018109379877","idStr":"3577018109379877"},"content":"Ever since, he long time partner had passed away. Maybe he wan t to have more cash on hand to enjoy life or he may have some other options rather than put all the money under one basket.","text":"Ever since, he long time partner had passed away. Maybe he wan t to have more cash on hand to enjoy life or he may have some other options rather than put all the money under one basket.","html":"Ever since, he long time partner had passed away. Maybe he wan t to have more cash on hand to enjoy life or he may have some other options rather than put all the money under one basket."},{"author":{"id":"4146204832639872","authorId":"4146204832639872","name":"TigerVision888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4146204832639872","idStr":"4146204832639872"},"content":"He is always looking for depressed valuation. The only place he can find is probably a US market crash in 2025. Don't think he can find any of those this year, except China/HK market of which he doesn't invest.","text":"He is always looking for depressed valuation. The only place he can find is probably a US market crash in 2025. Don't think he can find any of those this year, except China/HK market of which he doesn't invest.","html":"He is always looking for depressed valuation. The only place he can find is probably a US market crash in 2025. Don't think he can find any of those this year, except China/HK market of which he doesn't invest."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":310820993015808,"gmtCreate":1716902691358,"gmtModify":1716902763636,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"'Abolish the Fed' Movement and Notable Voices","htmlText":"In recent times, there's been a growing chorus calling for the abolition of the Federal Reserve. This movement, which questions the central bank's role in managing the U.S. economy, has gained traction and includes some high-profile supporters. However, the topic of abolishing the Federal Reserve can only be a dream of investors and cannot come true.Below are a look at the key arguments and the notable figures leading the charge.Key Arguments for Abolishing the Fed:Critics argue that the Fed's policies lead to inflation and economic instability.There's a push for a return to the gold standard, which these critics believe would provide more stable currency value.Some advocate for a free market in banking, without centralized control.Notable Figures:Ron Paul - A former Congressman and well-k","listText":"In recent times, there's been a growing chorus calling for the abolition of the Federal Reserve. This movement, which questions the central bank's role in managing the U.S. economy, has gained traction and includes some high-profile supporters. However, the topic of abolishing the Federal Reserve can only be a dream of investors and cannot come true.Below are a look at the key arguments and the notable figures leading the charge.Key Arguments for Abolishing the Fed:Critics argue that the Fed's policies lead to inflation and economic instability.There's a push for a return to the gold standard, which these critics believe would provide more stable currency value.Some advocate for a free market in banking, without centralized control.Notable Figures:Ron Paul - A former Congressman and well-k","text":"In recent times, there's been a growing chorus calling for the abolition of the Federal Reserve. This movement, which questions the central bank's role in managing the U.S. economy, has gained traction and includes some high-profile supporters. However, the topic of abolishing the Federal Reserve can only be a dream of investors and cannot come true.Below are a look at the key arguments and the notable figures leading the charge.Key Arguments for Abolishing the Fed:Critics argue that the Fed's policies lead to inflation and economic instability.There's a push for a return to the gold standard, which these critics believe would provide more stable currency value.Some advocate for a free market in banking, without centralized control.Notable Figures:Ron Paul - A former Congressman and well-k","images":[{"img":"https://community-static.tradeup.com/news/c05a53e657becd0b8ac19e0d5e1c6a2e","width":"597","height":"316"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1976,"commentSize":8,"repostSize":1589,"link":"https://ttm.financial/post/310820993015808","isVote":1,"tweetType":1,"viewCount":37603,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574923825314211","authorId":"3574923825314211","name":"SudTradepro","avatar":"https://community-static.tradeup.com/news/9e0fa136da88290ea3b9970d5c2d6551","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3574923825314211","idStr":"3574923825314211"},"content":"Fed needs to pay for the sins . More rate hikes are on way if they have to really look at taming inflation though it may cause short term pain","text":"Fed needs to pay for the sins . More rate hikes are on way if they have to really look at taming inflation though it may cause short term pain","html":"Fed needs to pay for the sins . More rate hikes are on way if they have to really look at taming inflation though it may cause short term pain"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":246663415939304,"gmtCreate":1701257728911,"gmtModify":1701257736753,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Meituan earnings exceeded expectations and fell 10%, will you buy the dip?","htmlText":"China's top food delivery app <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> <a href=\"https://ttm.financial/S/MPNGY\">$MEITUAN(MPNGY)$</a> , posted a bigger-than-expected rise in third-quarter revenue. The food delivery giant reported June to September revenue of $10.69 billion - well up from last year, and above analyst forecasts.But after earnings came out, the <a href=\"https://ttm.financial/S/MPNGY\">$MEITUAN(MPNGY)$</a> stock price fell by 10% and <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> in the Hong Kong stock market fell over 12%.To be honest, the receivables exceeded expectations and fell sharply, which is really surprising.Last week, I personally said that I would buy Meituan, optimistic about its revenue. See","listText":"China's top food delivery app <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> <a href=\"https://ttm.financial/S/MPNGY\">$MEITUAN(MPNGY)$</a> , posted a bigger-than-expected rise in third-quarter revenue. The food delivery giant reported June to September revenue of $10.69 billion - well up from last year, and above analyst forecasts.But after earnings came out, the <a href=\"https://ttm.financial/S/MPNGY\">$MEITUAN(MPNGY)$</a> stock price fell by 10% and <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> in the Hong Kong stock market fell over 12%.To be honest, the receivables exceeded expectations and fell sharply, which is really surprising.Last week, I personally said that I would buy Meituan, optimistic about its revenue. See","text":"China's top food delivery app $MEITUAN-W(03690)$ $MEITUAN(MPNGY)$ , posted a bigger-than-expected rise in third-quarter revenue. The food delivery giant reported June to September revenue of $10.69 billion - well up from last year, and above analyst forecasts.But after earnings came out, the $MEITUAN(MPNGY)$ stock price fell by 10% and $MEITUAN-W(03690)$ in the Hong Kong stock market fell over 12%.To be honest, the receivables exceeded expectations and fell sharply, which is really surprising.Last week, I personally said that I would buy Meituan, optimistic about its revenue. See","images":[{"img":"https://community-static.tradeup.com/news/b092e67946094e83b5ca9c6bc776c257","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2459,"commentSize":5,"repostSize":1486,"link":"https://ttm.financial/post/246663415939304","isVote":1,"tweetType":1,"viewCount":33148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102377969591930","authorId":"4102377969591930","name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4102377969591930","idStr":"4102377969591930"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":415535959888304,"gmtCreate":1742458484018,"gmtModify":1742572202223,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Tesla: Gap Filled & Hourly Chart Show Breakout！","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> The gap has been filled, and there might be a spot for a bounce.And the hourly chart of the most hated stock in the market is telling us something, BREAKING OUTImageSome other news of <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> US Commerce Secretary Howard Lutnick says to \"buy Tesla, $TSLA. It is unbelievable that this guy's stock is this cheap.\" <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> energy generation and storage segment is now a $10 Billion annual businessHowever,Is $TSLA a fraud?Image","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> The gap has been filled, and there might be a spot for a bounce.And the hourly chart of the most hated stock in the market is telling us something, BREAKING OUTImageSome other news of <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> US Commerce Secretary Howard Lutnick says to \"buy Tesla, $TSLA. It is unbelievable that this guy's stock is this cheap.\" <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> energy generation and storage segment is now a $10 Billion annual businessHowever,Is $TSLA a fraud?Image","text":"$Tesla Motors(TSLA)$ The gap has been filled, and there might be a spot for a bounce.And the hourly chart of the most hated stock in the market is telling us something, BREAKING OUTImageSome other news of $Tesla Motors(TSLA)$ US Commerce Secretary Howard Lutnick says to \"buy Tesla, $TSLA. It is unbelievable that this guy's stock is this cheap.\" $Tesla Motors(TSLA)$ energy generation and storage segment is now a $10 Billion annual businessHowever,Is $TSLA a fraud?Image","images":[{"img":"https://community-static.tradeup.com/news/c2094f3c518267135e3e3cace480bc9e"},{"img":"https://community-static.tradeup.com/news/12bd31d895bc59b9223ccb78117dcc56"},{"img":"https://community-static.tradeup.com/news/a7e5e2100647fb4c4c4ce8e755c11a11"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":187,"commentSize":14,"repostSize":2848,"link":"https://ttm.financial/post/415535959888304","isVote":1,"tweetType":1,"viewCount":61918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Won’t ever make it to $200 it’s more likely to go to $1000 than $200 they are a lot more than an auto maker. They about to enter into to the 45 trillion dollar power industry!","text":"Won’t ever make it to $200 it’s more likely to go to $1000 than $200 they are a lot more than an auto maker. They about to enter into to the 45 trillion dollar power industry!","html":"Won’t ever make it to $200 it’s more likely to go to $1000 than $200 they are a lot more than an auto maker. They about to enter into to the 45 trillion dollar power industry!"},{"author":{"id":"3573390365123336","authorId":"3573390365123336","name":"GoodLife99","avatar":"https://static.tigerbbs.com/93bc72ed8ecc035497d64dcad3dcf3d8","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3573390365123336","idStr":"3573390365123336"},"content":"[LOL] [LOL] thought to buy more if dip below 200, my dream is gone","text":"[LOL] [LOL] thought to buy more if dip below 200, my dream is gone","html":"[LOL] [LOL] thought to buy more if dip below 200, my dream is gone"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":248447590469768,"gmtCreate":1701693652387,"gmtModify":1701694157925,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"$IMGN rallied 82%, A prime example of someone always knows.","htmlText":"This trader turned $500,000 into $3.5 million in 24 hours. They bought 5700 <a href=\"https://ttm.financial/S/IMGN\">$Immunogen(IMGN)$</a> $21 calls 1/2024 Nov 29 that were 31% OTM!!! The Chain gets literally zero volume. <a href=\"https://ttm.financial/S/ABBV\">$AbbVie(ABBV)$</a> announces a buyout of <a href=\"https://ttm.financial/S/IMGN\">$Immunogen(IMGN)$</a> . $IMGN rallied 82%. A prime example of someone always knows.Image@unusual_whale@unusual_whalehttps://twitter.com/unusual_whales/status/1731372979345396072","listText":"This trader turned $500,000 into $3.5 million in 24 hours. They bought 5700 <a href=\"https://ttm.financial/S/IMGN\">$Immunogen(IMGN)$</a> $21 calls 1/2024 Nov 29 that were 31% OTM!!! The Chain gets literally zero volume. <a href=\"https://ttm.financial/S/ABBV\">$AbbVie(ABBV)$</a> announces a buyout of <a href=\"https://ttm.financial/S/IMGN\">$Immunogen(IMGN)$</a> . $IMGN rallied 82%. A prime example of someone always knows.Image@unusual_whale@unusual_whalehttps://twitter.com/unusual_whales/status/1731372979345396072","text":"This trader turned $500,000 into $3.5 million in 24 hours. They bought 5700 $Immunogen(IMGN)$ $21 calls 1/2024 Nov 29 that were 31% OTM!!! The Chain gets literally zero volume. $AbbVie(ABBV)$ announces a buyout of $Immunogen(IMGN)$ . $IMGN rallied 82%. A prime example of someone always knows.Image@unusual_whale@unusual_whalehttps://twitter.com/unusual_whales/status/1731372979345396072","images":[{"img":"https://community-static.tradeup.com/news/a58437d47fb9170853777fc7b024f1d8","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/6c9e16c990052492ebffab049379c07f","width":"821","height":"570"},{"img":"https://community-static.tradeup.com/news/b0f5b17bd2358502ec0f7f85c773f6a0","width":"2692","height":"1342"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2515,"commentSize":8,"repostSize":1082,"link":"https://ttm.financial/post/248447590469768","isVote":1,"tweetType":1,"viewCount":30819,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140786383596242","authorId":"4140786383596242","name":"Nok Irma Rohmawati","avatar":"https://community-static.tradeup.com/news/c90fcfb1e283fc98d6fce95432db3e2f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4140786383596242","idStr":"4140786383596242"},"content":"$Apple(AAPL)$ nice shott rice up shere stock right","text":"$Apple(AAPL)$ nice shott rice up shere stock right","html":"$Apple(AAPL)$ nice shott rice up shere stock right"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":265858252926992,"gmtCreate":1705927446452,"gmtModify":1705927499863,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"$SMCI CFO in December talking about their AI-led growth:","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","text":"$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: \"So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago\"Image","images":[{"img":"https://community-static.tradeup.com/news/01f0205c9928d75eacfe008fc4daac52","width":"2604","height":"1526"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2422,"commentSize":8,"repostSize":2213,"link":"https://ttm.financial/post/265858252926992","isVote":1,"tweetType":1,"viewCount":49463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102377969591930","authorId":"4102377969591930","name":"Sonsonkok","avatar":"https://static.tigerbbs.com/cd822e55715284365189b1f1b3f09ec8","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4102377969591930","idStr":"4102377969591930"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"},{"author":{"id":"4153242433463452","authorId":"4153242433463452","name":"Cookester","avatar":"https://community-static.tradeup.com/news/b10f0a12bd2dbc6649d5c1c90a348eaa","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4153242433463452","idStr":"4153242433463452"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":552113549505336,"gmtCreate":1775830281001,"gmtModify":1775830321923,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"TOP 15 GROWTH NAMES WITH THE CLEANEST SETUPS RIGHT NOW","htmlText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> - AI Infrastructure 2. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> - AI Infrastructure 3. <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$</a> - AI Compute 4. <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> - AI Compute 5. <a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> - AI Servers 6. <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> - Data Center Cooling 7. <a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> - Photonics 8. <a href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> - Photonics 9. <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> - Semis 10. <a href=\"https://ttm.financial/S/MU\">$</a>","listText":"1. <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> - AI Infrastructure 2. <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> - AI Infrastructure 3. <a href=\"https://ttm.financial/S/CIFR\">$Cipher Mining Inc.(CIFR)$</a> - AI Compute 4. <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> - AI Compute 5. <a href=\"https://ttm.financial/S/HPE\">$Hewlett Packard Enterprise(HPE)$</a> - AI Servers 6. <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> - Data Center Cooling 7. <a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> - Photonics 8. <a href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> - Photonics 9. <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> - Semis 10. <a href=\"https://ttm.financial/S/MU\">$</a>","text":"1. $CoreWeave, Inc.(CRWV)$ - AI Infrastructure 2. $NEBIUS(NBIS)$ - AI Infrastructure 3. $Cipher Mining Inc.(CIFR)$ - AI Compute 4. $IREN Ltd(IREN)$ - AI Compute 5. $Hewlett Packard Enterprise(HPE)$ - AI Servers 6. $Vertiv Holdings LLC(VRT)$ - Data Center Cooling 7. $Applied Optoelectronics(AAOI)$ - Photonics 8. $Aehr Test(AEHR)$ - Photonics 9. $ARM Holdings(ARM)$ - Semis 10. $","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1769,"commentSize":6,"repostSize":2336,"link":"https://ttm.financial/post/552113549505336","isVote":1,"tweetType":1,"viewCount":53650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3552850525395609","idStr":"3552850525395609"},"content":"is mara, hood,coin, lunr,oscr are growth....looks they are in dd","text":"is mara, hood,coin, lunr,oscr are growth....looks they are in dd","html":"is mara, hood,coin, lunr,oscr are growth....looks they are in dd"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217402562699376,"gmtCreate":1694099994489,"gmtModify":1694100020714,"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/55286466ff3a290d07ce3a03e13a505b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"GRIZZLY RESEARCH Believes $PDD is a Dying Fraudulent Company ","htmlText":"“We believe <a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> is a Dying Fraudulent Company and its Shopping App TEMU is Cleverly Hidden Spyware that Poses an Urgent Security Threat to U.S. National Interests.“ By Grizzly ResearchGrizzly Research posted The app has hidden functions that allow for extensive data exfiltration unbeknown to users, potentially giving bad actors full access to almost all data on customers’ mobile devices.It is evident that great efforts were taken to intentionally hide the malicious intent and intrusiveness of the software.ImagePinduoduo app got reinstated by removing the “bad parts”, some of which were identically utilized as components of the TEMU app, strongly indicating malicious intent.We strongly suspect that TEMU is already, or intends to, i","listText":"“We believe <a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a> is a Dying Fraudulent Company and its Shopping App TEMU is Cleverly Hidden Spyware that Poses an Urgent Security Threat to U.S. National Interests.“ By Grizzly ResearchGrizzly Research posted The app has hidden functions that allow for extensive data exfiltration unbeknown to users, potentially giving bad actors full access to almost all data on customers’ mobile devices.It is evident that great efforts were taken to intentionally hide the malicious intent and intrusiveness of the software.ImagePinduoduo app got reinstated by removing the “bad parts”, some of which were identically utilized as components of the TEMU app, strongly indicating malicious intent.We strongly suspect that TEMU is already, or intends to, i","text":"“We believe $Pinduoduo Inc.(PDD)$ is a Dying Fraudulent Company and its Shopping App TEMU is Cleverly Hidden Spyware that Poses an Urgent Security Threat to U.S. National Interests.“ By Grizzly ResearchGrizzly Research posted The app has hidden functions that allow for extensive data exfiltration unbeknown to users, potentially giving bad actors full access to almost all data on customers’ mobile devices.It is evident that great efforts were taken to intentionally hide the malicious intent and intrusiveness of the software.ImagePinduoduo app got reinstated by removing the “bad parts”, some of which were identically utilized as components of the TEMU app, strongly indicating malicious intent.We strongly suspect that TEMU is already, or intends to, i","images":[{"img":"https://community-static.tradeup.com/news/671c1b626a826b1d56b0d21c882499cf","width":"774","height":"852"},{"img":"https://community-static.tradeup.com/news/d31daf2175b51a77b13c3e24c472faa0","width":"597","height":"320"},{"img":"https://community-static.tradeup.com/news/970944fc8632ddea4600a8ed3b65c120","width":"680","height":"408"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2643,"commentSize":16,"repostSize":1825,"link":"https://ttm.financial/post/217402562699376","isVote":1,"tweetType":1,"viewCount":46203,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000168","authorId":"9000000000000168","name":"ChrisColeman","avatar":"https://static.tigerbbs.com/9c61226b13dc84ab3139a9fa00b20782","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000168","idStr":"9000000000000168"},"content":"fun fact - Neither super bulls makes money neither super bears makes money. 1. Someone keeps rotating money wins a lot. 2. if you don't have too much time to babysit then go long.","text":"fun fact - Neither super bulls makes money neither super bears makes money. 1. Someone keeps rotating money wins a lot. 2. if you don't have too much time to babysit then go long.","html":"fun fact - Neither super bulls makes money neither super bears makes money. 1. Someone keeps rotating money wins a lot. 2. if you don't have too much time to babysit then go long."},{"author":{"id":"9000000000000167","authorId":"9000000000000167","name":"JohnMitchell","avatar":"https://static.tigerbbs.com/f348ed259c16ca350a06124ce87ee8bb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000167","idStr":"9000000000000167"},"content":"Not a super bearish. but if comes back to 80, I will re-enter again. profit booking is important on a volatile stock.","text":"Not a super bearish. but if comes back to 80, I will re-enter again. profit booking is important on a volatile stock.","html":"Not a super bearish. but if comes back to 80, I will re-enter again. profit booking is important on a volatile stock."}],"imageCount":4,"langContent":"EN","totalScore":0}],"lives":[]}