To The Moon

7 Charts on Q3 Market Highlights: Stocks Tread Water While the Bond Market Shudders The AI trade cooled and bond yields soared to multi-decade highs. Illustration of chart elements on a grey background with 'Q3' at the center, showing a neutral quarter Securities in This Article $Lam Research(LRCX)$ , $Microsoft(MSFT)$ , $KLA Corporation(KLAC)$ , $Broadcom(AVGO)$ , $Meta Platforms, Inc.(META)$ Key Takeaways The stock market rally ran out of steam in the third quarter as AI stocks stumbled. A bond market selloff gained momentum, with Treasury yields rising to multi-decade highs.

Open the market heat map and one thing immediately stands out: red is everywhere. Technology, semiconductors, financials and consumer stocks have all faced pressure, while even $Gold.com(GOLD)$ has fallen sharply. Behind much of this weakness is a powerful combination: oil above $100, persistent inflation concerns and soaring U.S. Treasury yields. On September 29, the 10-year Treasury yield approached 5.27%, its highest level in 19 years, while Brent crude traded around $106 a barrel. The question for investors is simple: Why does a 5% Treasury yield matter so much for stocks? 💥 What's Driving the Red Market? The current market pressure can be understood as a chain reaction: 🛢️ Oil ↑ → 🔥 Inflation ↑ → 🏦 Rate expectations ↑ → 📈 Trea

Hey Tigers 🐯! The AI semiconductor story may be much bigger than previously expected. In its latest outlook, McKinsey raised its 2030 base-case forecast for the global semiconductor market to $2.3 trillion. Its previous estimate, published in late 2025, was: $1.6T → $2.3T by 2030 📈 That is a 44% upward revision in less than a year. But for investors, the bigger question is not simply: “How large can the semiconductor market become?” The more important question is: Where is that additional value being created — and which parts of the semiconductor supply chain are benefiting most from the AI infrastructure boom? 🚀 AI Is Changing the Semiconductor Growth Curve The semiconductor industry has always been cyclical. But the current AI cycle looks different. According to McKinsey, semiconductor s

Bitcoin (, BUY) $Bitcoin(BTC.USD.CC)$ $Grayscale Bitcoin Mini Trust(BTC)$ $BTC Digital(BTCT)$ $Grayscale Bitcoin Trust(GBTC)$ - Bitcoin’s Bull Market Has Begun; Establishing a $250,000 Cycle Target by 2029 Tiger Research believe Bitcoin has entered a new bull-market regime and maintain BUY and establish a $250,000 cycle target to be reached by 2029 or earlier, implying approximately 190% upside from the latest price near $86,100. “Higher lows, higher highs and recovery above key investor cost bases support moving beyond our July late-bear-market assessm

The AI chip market may be entering a new phase. For years, the AI infrastructure boom has been synonymous with GPUs, with $NVIDIA(NVDA)$ at the center of the buildout. But as hyperscalers increasingly develop chips optimized for their own AI workloads, custom accelerators are becoming a larger part of the semiconductor equation. According to $JPMorgan Chase(JPM)$'s Fall 2026 U.S. Semiconductor & Semiconductor Equipment Industry Update, ASICs and XPUs are expected to account for 54% of AI accelerator unit shipments in 2027, up from about 41% in 2026, before reaching 55% in 2028. $JPMorgan Chase(JPM)$ also estimates

Hey Tigers 🐯! The AI investment story has largely centered on GPUs and semiconductor leaders. But as AI models and workloads continue to expand, Wall Street is increasingly looking further down the infrastructure chain — toward the companies providing the power and physical capacity needed to run them. That is the thesis behind $Wells Fargo(WFC)$'s latest initiation of coverage on $APPLIED DIGITAL CORP(APLD)$. On September 17, 2026, $Wells Fargo(WFC)$ initiated coverage of $APPLIED DIGITAL CORP(APLD)$ with an Overweight rating —

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Closing out the session, Matt argued that a company's AI leadership history predicts its implementation style — then opened the floor to audience questions on Xero, model diversification, and skills for the next generation of finance professionals. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Wa

1. Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt walked through three real-world case studies — Xero, Oracle and CBA — to show how AI strategy can succeed or unravel in practice, and what each situation should teach investors watching from the outside. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the livestream recap?

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. In this segment, Matt turned to the two questions he sees separating real AI-driven value from hype: how clean is the underlying data, and what should investors actually be looking for when they assess a company's AI strategy. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Want to see more of the

1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Matt Gamblin, Founder of The Company Coach. Matt is a Chartered Accountant (CA ANZ) with 15+ years of senior finance leadership experience across the UK and Australia, including as former CFO of Australian tech company Fliteboard through its international expansion, capital raising and ~$89M strategic sale. He's the creator of The Company Coach's "AI-Native Finance Function" concept. This session opened Matt's outlook on how AI is reshaping finance and business, starting with a historical lens on technology-driven change and where AI