To The Moon

The indices: the selling stayed inside technology, so the Nasdaq fell while the Dow closed higher The three indices split on Thursday: the $NASDAQ(.IXIC)$ fell 1.25 per cent to 27,193.34, the steepest of them; the $S&P 500(.SPX)$ fell 0.47 per cent to 7,765.36; and the $Dow Jones(.DJI)$ rose 0.10 per cent to 51,231.60. The 10-year Treasury yield came back from 5.28 per cent to 5.23 per cent on the same day. Rates fell and equities fell with them, which is not the chain of cause and effect of recent days: what was repriced was the assumption about demand along the AI chain, and the discount rate had nothing to d

The U.S. 10-year yield retreated to approximately 5.23% after strong Treasury auction demand, but remains elevated. European sovereign yields are also under pressure, particularly in fiscally vulnerable markets. The Fed minutes showed a more nuanced split than the unanimous September vote implied. Some policymakers viewed the 25 bp hike as insurance against energy-driven inflation; others believed stronger underlying demand required tighter policy. Many argued a higher policy path could be prudent if inflation proves persistent. The Federal Reserve remains concerned about inflation following September’s rate increase. This means strong corporate earnings may not translate into higher share prices if discount rates remain elevated. This is particularly important for AI, utilities and REITs.

I think the long end can stay elevated, or even move higher, even if the Fed stands pat. The key issue is that the 10Y/30Y are increasingly being driven by more than the expected Fed path. Fiscal deficits, heavy Treasury issuance and a rising term premium can keep pushing long-term yields higher without another rate hike. A Fed pause may relieve some pressure at the front end, but it does not automatically solve the supply-demand imbalance further out the curve. If investors demand more compensation to hold duration, the curve could steepen through higher long-end yields. For equities, that matters because a 5%+ 10Y keeps the discount-rate hurdle high, particularly for expensive growth stocks. My base case: Fed pause ≠ long-end relief. I would watch Treasury auctions, term premium and infl

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The latest Fed minutes sent a mixed message. All 19 policymakers backed September’s 25bp rate hike, taking the federal-funds rate to 3.75%–4.00%. Most officials still think another hike will probably be appropriate before the end of 2026 — but they left the timing open.  Meanwhile, something else is happening that could matter even more for stocks. Long-term Treasury yields are surging. The 10-year yield touched around 5.36% and the 30-year reached roughly 5.73% on Wednesday — both their highest levels since 2002.  So here’s the question: What if the Fed eventually stops hiking, but long-term yields keep climbing? That’s possible because the Fed doesn’t directly control the entire Treasury curve. Long-term yields reflect a combination of: 🔹 Inflation expectations 🔹 Economic growth 🔹 Trea

Option A as that's the heavy thing on my portfolio.

Option Aad that's the heavy thing on my portfolio.

The indices: all three fell back from record closes, and the Dow lost 0.66 per cent The three indices moved back from the previous day's record closes on Wednesday: the $Dow Jones(.DJI)$ Average fell 0.66 per cent to 51,179.90, the largest decline; the $S&P 500(.SPX)$ fell 0.22 per cent to 7,801.77; and the $NASDAQ(.IXIC)$ Composite fell 0.22 per cent to 27,538.69. The pressure came from the bond market: the 10-year Treasury yield reached 5.36 per cent at its intraday peak and closed at 5.28 per cent, while the 30-year touched 5.73 per cent and closed at 5.66 per cent. Minutes from the Federal Reserve's Septemb

The biggest mistake investors can make in the 2026 midterms is betting on red or blue instead of betting on policy. History is encouraging: the S&P 500 has averaged roughly 6.6% in Q4 of midterm years, and has posted positive returns in the 12 months after every midterm since 1950. But 2026 is different. With the 10-year Treasury near 5.3%, elevated valuations and massive AI capex, rates and earnings may matter more than election headlines. My focus would be on AI infrastructure, power and defense. A divided Congress could actually be constructive by limiting major policy shocks, while a Republican sweep could favor deregulation, energy and AI infrastructure. The real trade isn't Republicans vs Democrats. It's policy uncertainty vs. policy clarity. For me: A — AI & Technology, but

A. AI & Technology 🤖 I’ll be watching AI policy most closely, especially any changes around chip export controls, data-centre power infrastructure, AI regulation and government incentives for domestic semiconductor production. These could have significant implications for the entire AI supply chain, from Nvidia and AMD to hyperscalers, utilities and data-centre operators. Around the midterms, even shifts in expectations for future policy could move valuations before any legislation actually changes.

Energy & Power I'm watching power-project permitting, grid expansion, and who pays for Al data centres' electricity infrastructure. Grid reliability and protecting households from higher electricity costs are already congressional policy concerns. Data Centers and th... My investment thesis: watch the infrastructure powering Al, not just the chips. Faster approvals could be a catalyst, but election headlines alone aren't a buy signal.

Wow, did not realize it almost 8000

b. energy and power. especially nuclear centers for data centers like bloom energy, vst, ceg

The S&P 500 has done it again. A new record above 7,800. The Nasdaq is also at record levels, with investors continuing to price in strong AI-led earnings growth. Analysts are expecting around 30% year-over-year S&P 500 profit growth for Q3.  But I think the market has reached the point where price momentum alone isn’t enough. Now the numbers have to catch up. That’s what makes this earnings season particularly important. Investors aren’t just looking for companies to beat expectations. They want to know: • Are AI orders translating into revenue? • Are margins holding up? • Are companies increasing their guidance? • Is demand broadening beyond a handful of mega-caps? Because at record highs, “good” earnings may no longer be good enough. A company can beat estimates and still fall

The S&P 500 has crossed another psychological milestone — closing above 7,800 for the first time at 7,818.93. The Nasdaq also hit a record, while the Dow continues to lag.  But at these levels, the question is changing. It’s no longer just “Can the market go higher?” It’s “Can earnings justify where the market is already trading?” Q3 earnings season starts next week, and expectations are high. Analysts are looking for roughly 30% year-over-year S&P 500 earnings growth, with technology expected to be one of the biggest contributors.  That creates a fascinating setup. If companies deliver strong revenue, margins and guidance, the record highs could look increasingly justified. But if earnings merely meet expectations without raising the outlook, investors may start asking whether t

C. Banks & Crypto. I’m watching how the midterm outcome could shape crypto regulation, stablecoin rules and the regulatory environment for banks. Greater regulatory clarity could significantly affect institutional adoption of digital assets and the broader financial sector.

🐯💰 Tiger Coins Challenge Which sector will you be watching most closely around the midterms? A. 🤖 AI & Technology - A lot of momentum and strong growth with huge margin

Midterm is just an excuse for investors to take profit in view that the market is at its high. Ultimately, earnings and future forecasts will shape market sentiments.

For me, the 2026 midterms are worth watching, but I would not invest based purely on which party wins. What matters more is how policies around AI, semiconductors, tariffs, energy, healthcare, financial regulation and crypto could change. AI and semiconductor stocks are especially interesting as technology, trade and data-center infrastructure become increasingly connected. I would not assume the election alone will determine market direction. With valuations elevated and Treasury yields high, I will pay closer attention to earnings, inflation and interest rates. Political headlines may create short-term volatility, but strong fundamentals should matter more over the longer term. Personally, I will focus on companies I understand rather than predict every election headline. I would rather

The indices: the S&P 500 and the Nasdaq both set record closes and the 10-year came back to 5.27 per cent The three indices pushed higher again on Tuesday: the $S&P 500(.SPX)$ rose 0.58 per cent to 7,818.93, closing above 7,800 for the first time and at a record close, having reached 7,844.52 at its intraday peak; the $NASDAQ(.IXIC)$ Composite rose 0.45 per cent to 27,599.89, also a record close; and the $Dow Jones(.DJI)$Average added 0.49 per cent to 51,521.28. The 10-year Treasury yield came back to 5.27 per cent from 5.31 per cent the day before. Last week's pattern, where weak data lifted equities, has

The indices: the selling stayed inside technology, so the Nasdaq fell while the Dow closed higher The three indices split on Thursday: the $NASDAQ(.IXIC)$ fell 1.25 per cent to 27,193.34, the steepest of them; the $S&P 500(.SPX)$ fell 0.47 per cent to 7,765.36; and the $Dow Jones(.DJI)$ rose 0.10 per cent to 51,231.60. The 10-year Treasury yield came back from 5.28 per cent to 5.23 per cent on the same day. Rates fell and equities fell with them, which is not the chain of cause and effect of recent days: what was repriced was the assumption about demand along the AI chain, and the discount rate had nothing to d

The U.S. 10-year yield retreated to approximately 5.23% after strong Treasury auction demand, but remains elevated. European sovereign yields are also under pressure, particularly in fiscally vulnerable markets. The Fed minutes showed a more nuanced split than the unanimous September vote implied. Some policymakers viewed the 25 bp hike as insurance against energy-driven inflation; others believed stronger underlying demand required tighter policy. Many argued a higher policy path could be prudent if inflation proves persistent. The Federal Reserve remains concerned about inflation following September’s rate increase. This means strong corporate earnings may not translate into higher share prices if discount rates remain elevated. This is particularly important for AI, utilities and REITs.

I think the long end can stay elevated, or even move higher, even if the Fed stands pat. The key issue is that the 10Y/30Y are increasingly being driven by more than the expected Fed path. Fiscal deficits, heavy Treasury issuance and a rising term premium can keep pushing long-term yields higher without another rate hike. A Fed pause may relieve some pressure at the front end, but it does not automatically solve the supply-demand imbalance further out the curve. If investors demand more compensation to hold duration, the curve could steepen through higher long-end yields. For equities, that matters because a 5%+ 10Y keeps the discount-rate hurdle high, particularly for expensive growth stocks. My base case: Fed pause ≠ long-end relief. I would watch Treasury auctions, term premium and infl

The latest Fed minutes sent a mixed message. All 19 policymakers backed September’s 25bp rate hike, taking the federal-funds rate to 3.75%–4.00%. Most officials still think another hike will probably be appropriate before the end of 2026 — but they left the timing open.  Meanwhile, something else is happening that could matter even more for stocks. Long-term Treasury yields are surging. The 10-year yield touched around 5.36% and the 30-year reached roughly 5.73% on Wednesday — both their highest levels since 2002.  So here’s the question: What if the Fed eventually stops hiking, but long-term yields keep climbing? That’s possible because the Fed doesn’t directly control the entire Treasury curve. Long-term yields reflect a combination of: 🔹 Inflation expectations 🔹 Economic growth 🔹 Trea

The indices: all three fell back from record closes, and the Dow lost 0.66 per cent The three indices moved back from the previous day's record closes on Wednesday: the $Dow Jones(.DJI)$ Average fell 0.66 per cent to 51,179.90, the largest decline; the $S&P 500(.SPX)$ fell 0.22 per cent to 7,801.77; and the $NASDAQ(.IXIC)$ Composite fell 0.22 per cent to 27,538.69. The pressure came from the bond market: the 10-year Treasury yield reached 5.36 per cent at its intraday peak and closed at 5.28 per cent, while the 30-year touched 5.73 per cent and closed at 5.66 per cent. Minutes from the Federal Reserve's Septemb

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Hey Tigers 🐯 — the U.S. midterm elections are approaching, and this time investors may want to pay closer attention. On November 3, 2026, Americans will vote for all 435 House seats and roughly one-third of the Senate. The results will determine control of Congress for the final two years of President Donald Trump’s current term. For Wall Street, the important question isn't simply which party wins. It is: What changes in Washington — and which stocks could benefit or face new risks? 🏛️ Why Does the Midterm Election Matter to Markets? Congress influences taxes, government spending, energy, healthcare, financial regulation, trade and technology policy. A change in congressional control could therefore change expectations for corporate costs, revenues and ultimately profits. The easiest way

The indices: the S&P 500 and the Nasdaq both set record closes and the 10-year came back to 5.27 per cent The three indices pushed higher again on Tuesday: the $S&P 500(.SPX)$ rose 0.58 per cent to 7,818.93, closing above 7,800 for the first time and at a record close, having reached 7,844.52 at its intraday peak; the $NASDAQ(.IXIC)$ Composite rose 0.45 per cent to 27,599.89, also a record close; and the $Dow Jones(.DJI)$Average added 0.49 per cent to 51,521.28. The 10-year Treasury yield came back to 5.27 per cent from 5.31 per cent the day before. Last week's pattern, where weak data lifted equities, has

Storage Stocks performance !! 💾 AI Needs More Than GPUs — The Storage Supercycle Is Becoming the Next Big Battleground The AI trade is no longer only about NVDA, GPUs and compute. Every model trained, every inference request, every AI agent and every autonomous system creates data — and that data has to be stored, retained and accessed. That puts Western Digital (WDC), Seagate (STX) and SanDisk (SNDK) directly into the AI infrastructure story. WDC & STX: Recent Fall — Warning or Opportunity? WDC and STX were hit hard after Toshiba disclosed plans to roughly double data-center HDD capacity by FY2027, triggering fears that the current HDD shortage could turn into excess supply and weaken pricing power. The pressure returned this week as reports emerged that Seagate and Toshiba are compet

The indices: the Nasdaq set a record close, the Dow did not follow The three indices pulled apart on Monday: the $NASDAQ(.IXIC)$ Composite rose 1.05 per cent to 27,477.31, a record close for it, having reached 27,544.06 at its intraday peak; the $S&P 500(.SPX)$ rose 0.66 per cent to 7,773.95, still shy of its own record close by less than 0.6 per cent; and the $Dow Jones(.DJI)$ Industrial Average added just 0.18 per cent to 51,267.90. The 10-year Treasury yield closed at 5.31 per cent, three basis points above Friday. Put those three together and what made the high was not the breadth of the market but a handfu

The biggest mistake investors can make in the 2026 midterms is betting on red or blue instead of betting on policy. History is encouraging: the S&P 500 has averaged roughly 6.6% in Q4 of midterm years, and has posted positive returns in the 12 months after every midterm since 1950. But 2026 is different. With the 10-year Treasury near 5.3%, elevated valuations and massive AI capex, rates and earnings may matter more than election headlines. My focus would be on AI infrastructure, power and defense. A divided Congress could actually be constructive by limiting major policy shocks, while a Republican sweep could favor deregulation, energy and AI infrastructure. The real trade isn't Republicans vs Democrats. It's policy uncertainty vs. policy clarity. For me: A — AI & Technology, but

The S&P 500 has crossed another psychological milestone — closing above 7,800 for the first time at 7,818.93. The Nasdaq also hit a record, while the Dow continues to lag.  But at these levels, the question is changing. It’s no longer just “Can the market go higher?” It’s “Can earnings justify where the market is already trading?” Q3 earnings season starts next week, and expectations are high. Analysts are looking for roughly 30% year-over-year S&P 500 earnings growth, with technology expected to be one of the biggest contributors.  That creates a fascinating setup. If companies deliver strong revenue, margins and guidance, the record highs could look increasingly justified. But if earnings merely meet expectations without raising the outlook, investors may start asking whether t

Something unusual is happening on Wall Street. The Nasdaq just closed at a fresh record high, gaining 1.05% to 27,477.31. The S&P 500 added 0.66%, finishing at 7,773.95 and sitting close to its own record. QQQ also gained 0.88%. On the surface, everything looks bullish. But there is another number investors should be watching: The US 10-year Treasury yield just moved above 5.3%. It reached around 5.32%, its highest level since 2002.  Normally, higher long-term yields create a problem for growth stocks. Why? Because when Treasury yields rise, investors can earn more from relatively low-risk government bonds. At the same time, higher borrowing costs can pressure companies and make future earnings less valuable when discounted back to today. That should be particularly relevant for expen

The S&P 500 has done it again. A new record above 7,800. The Nasdaq is also at record levels, with investors continuing to price in strong AI-led earnings growth. Analysts are expecting around 30% year-over-year S&P 500 profit growth for Q3.  But I think the market has reached the point where price momentum alone isn’t enough. Now the numbers have to catch up. That’s what makes this earnings season particularly important. Investors aren’t just looking for companies to beat expectations. They want to know: • Are AI orders translating into revenue? • Are margins holding up? • Are companies increasing their guidance? • Is demand broadening beyond a handful of mega-caps? Because at record highs, “good” earnings may no longer be good enough. A company can beat estimates and still fall

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Are traders that much bullish now, they even suggest using AI related stocks as hedge against inflation? Is the usual approach of using commodities or bonds as hedge not working anymore? I definitely would not go all in on AI related stocks alone. They definitely make up a huge percentage of my portfolio. But it is always advisable to diversify with defensive, value focused stocks so that when the draw down happens, your portfolio will not fall like a falling knife. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

Societe Generale (SG) has launched new 3x Long DLCs on $HUA HONG GRACE(01347)$ , and 5x Long DLCs on $Jardine Matheson Holdings Ltd.(JMHLY)$ and $HongkongLand USD(H78.SI)$ that started trading on 7 October 2026. The launch follows the 3 new HK-listed AI-related stocks that were listed last week, $Z.AI(02513)$ , $MINIMAX-W(00100)$ , and GigaDevice Semiconductor (3986.HK) 3x Long DLCs. The trading currency of JMH and HK Land DLCs are in SGD while the underlying stock is traded in USD, allowing investors to avoid the hassle of converting to USD to gain exposure to JMH and HK

A. AI & Technology 🤖 I’ll be watching AI policy most closely, especially any changes around chip export controls, data-centre power infrastructure, AI regulation and government incentives for domestic semiconductor production. These could have significant implications for the entire AI supply chain, from Nvidia and AMD to hyperscalers, utilities and data-centre operators. Around the midterms, even shifts in expectations for future policy could move valuations before any legislation actually changes.

Energy & Power I'm watching power-project permitting, grid expansion, and who pays for Al data centres' electricity infrastructure. Grid reliability and protecting households from higher electricity costs are already congressional policy concerns. Data Centers and th... My investment thesis: watch the infrastructure powering Al, not just the chips. Faster approvals could be a catalyst, but election headlines alone aren't a buy signal.

The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the $NASDAQ(.IXIC)$ Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the $S&P 500(.SPX)$ rose 0.73 per cent to 7,722.72; and the $Dow Jones(.DJI)$ rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw

Option A as that's the heavy thing on my portfolio.