To The Moon

The current US stock market resembles a multi-faceted seesaw of optical, cloud, software, and hardware. Money hasn't truly left AI, but it's been constantly shifting between these sectors. The most typical example is the past two days. On the 12th, after Lumentum's earnings report, optical communications once again became the market focus. $Lumentum(LITE)$ 's latest quarterly revenue was $1.01 billion, a year-over-year increase of 109%. The midpoint of its next quarterly revenue guidance is around $1.25 billion, and management continues to emphasize the demand for high-speed optical connections in AI data centers. On the same day, CRWV and NBIS also performed strongly. $CoreWeave, Inc.(CRWV)$ 's second-qu

Regarding $SanDisk Corp.(SNDK)$ 's recent surge, I'm leaning towards a more optimistic outlook. However, this optimism led to a sharp rise, making it a bit high in the short term. Therefore, I opened a short position in $SNDK. For highly volatile stocks like SanDisk, I now prioritize two things when choosing trading tools: whether I can act immediately upon news releases, and whether I can open a position when I actually need to. I've found MEXC quite convenient. SNDKUSDT allows 24/7 trading, and the position sizes at medium to high leverage levels are quite generous. For US stocks, which often experience sudden news releases and volatility before and after the market opens, I think this is more practical than simply increasing leverage. First, le

Oracle (ORCL): AI Infrastructure Landscape, Competition, Capital Deployment, Valuation & Partnership Ecosystem Conclusion Bias: $Oracle(ORCL)$ 's valuation does not fully reflect the explosive potential of its AI infrastructure business. A Forward P/E of 11.6x for a company with IaaS growth of 93% and RPO growth of 363% represents a clear "valuation mismatch." However, high leverage and negative free cash flow are real financial risks, making it suitable for growth-oriented investors who can tolerate volatility. If you believe AI compute demand will continue to explode and multi-cloud strategies will become the enterprise standard, Oracle (ORCL) is one of the most attractively positioned large-cap tech stocks on a risk-adjusted return basis. T

$Quantum Computing Inc.(QUBT)$company Quantum and$Oracle(ORCL)$ have entered into a multi-year partnership.On August 12, Quantum and Oracle announced a multi-year strategic partnership to deploy Quantum's Helios quantum computer at Oracle Cloud Infrastructure (OCI) AI data centers in the United States.OCI customers will be able to directly access Helios through OCI's quantum services.

Susquehanna maintains strong buy rating on $NVIDIA(NVDA)$: GB300 shipments continue to ramp up, Vera Rubin launch imminent. According to Zhitong Finance APP, investment bank Susquehanna points out that $NVIDIA(NVDA)$ will release its Q2 FY2026 results on August 26. Before the official launch of the next-generation Vera Rubin product line, the market is expected to see continued ramp-up shipments of GB300 GPUs.

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

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

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%

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

🎁 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