To The Moon

1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this section, Ross explores where the next AI opportunity could emerge if the first wave of the AI trade was dominated by GPUs and hyperscalers. Ross believes the AI value chain is broadening beyond chips into power, infrastructure, advanced manufacturing, cybersecurity, China tech, and robotics. His key message: the next AI winner may not look like a traditional AI stock. Disclaimer: All views and company examples reflect discussion by the livestream guest and are provided for educati

1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this session, the biggest question around AI is no longer whether the technology works — it is whether the returns can justify the enormous spending behind it. Ross argued that while AI infrastructure remains expensive, cloud revenue, adoption and monetisation are beginning to improve. At the same time, he stressed that technological progress and speculative excess can coexist. More from the livestream recap series Live

1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. A former equity trader at firms including J.P. Morgan and KCG, Ross holds a degree in Applied Mathematics from Columbia University. In this session, he shared his views on inflation, employment, interest rates, U.S. equity valuations, and market positioning. Ross remains constructive on U.S. equities in the near term, but believes late August and September could bring higher volatility and require more selective positioning. 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 pur

1. Live Review Introduction Tiger Brokers livestream featuring Ross Dong, Founding Partner at Morning Cloud Asset Management, specializing in macro trading and U.S. equities. Ross shared how he combines top-down and bottom-up analysis to navigate market cycles — including why his fund reduced AI and semiconductor exposure before the July correction. His key message: Being bullish on AI long-term does not mean ignoring short-term market risk. Disclaimer: The views expressed are those of the guest speaker and do not represent Tiger Brokers or its affiliates. This content is for education and discussion purposes only and does not constitute financial advice. More from the livestream recap series Live Recap 2: Rate Cuts, Jack

1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including

1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including

1. Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including

1.Live Review Introduction Review Live>> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founding Partner at Morning Cloud Asset Management and founder of Gongxing Academy. With over 15 years of experience as an equity trader at firms including J.P. Morgan and KCG, Ross holds a Bachelor of Science in Applied Mathematics from Columbia University. His research spans macro trading, U.S. equities, and the structural dynamics behind the global AI memory supply chain, and he currently manages over $30M in AUM while leading a community of 15,000+ members. Memory stocks including

Kevin Warsh’s debut; SEP and the dot plot. Half of the Fed policymakers expect a potential rate hike within the year, with inflation forecasts significantly revised upward compared to March. There are only 18 dots in the dot plot, whereas the FOMC consists of 19 members (7 Governors and 12 regional Fed Presidents). This suggests that Warsh likely withheld his own economic projections and interest rate forecasts. $标普500ETF(SPY)$ $纳指100ETF(QQQ)$

‘I was asked by Saudi Arabia, Qatar, UAE, some others, if we could put it off for 2 or 3 days’，Trump on Iran attack ‘We were getting ready to do a very major attack tomorrow’ ‘I have put it off for a little while. Hopefully, maybe forever, but possibly, for a little while’