To The Moon

I'm watching $Tesla Motors(TSLA)$ and $SpaceX(SPCX)$ today as my entry point on $SpaceX(SPCX)$ was way premature, with gains only coming now. I think I may have to HODL that one. And $Tesla Motors(TSLA)$ I should have sold months ago with the strategic re-entry as Cathie Wood had (or thereabouts), but alas I'm in the red for both and hope they shift to green soon. Make up some head shaking losses...

Stocks to watch today? Hmmm, $Elbit Systems Ltd(ESLT)$  $Anterix(ATEX)$  $SanDisk Corp.(SNDK)$  $Vertiv Holdings LLC(VRT)$  $Viasat(VSAT)$  (and QBTS bullish also). Look at the financials, technicals, and the sectors they sit in, and it becomes pretty clear. They aren't the mag 7, but day in and day out, they punch in and punch out with good strong price action and healthy, sure footed fundamentals. I've been watching these for

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

Why I Continue to Hold Palantir (PLTR) With Conviction – Strong Earnings Can Help Stabilise Future Pullbacks latest earnings report once again reminded me why Palantir remains one of my highest conviction holdings. After reporting another outstanding quarter, the stock surged more than 14% in after-hours trading. Revenue reached approximately US$1.94 billion, growing by more than 90% year over year, while adjusted earnings per share exceeded expectations. Commercial revenue also accelerated sharply, showing that demand is no longer coming only from government contracts but increasingly from private enterprises embracing artificial intelligence. Despite the sharp rally, my conviction has not changed. In fact, it has become even stronger. 🚀 My Investment Thesis Has Always Been About Earnings

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.55%* During the July FOMC Meeting, the Fed held rates. While front-end Treasury yields eased as expectations for near-term tightening moderated, longer-dated yields rose sharply, steepening the curve. HSBC attributes the moves to greater uncertainty around the lack of forward guidance, renewed inflation concerns, and positioning adjustments following the FOMC meeting. Elevated geopolitical risks and energy market developments remain key drivers of rate expectations. Looking ahead, investors will focus on upcoming US employment data and comments from Fed officials for further signals on the interest rate trajectory. Nevertheless, it is worth noting that with a resilient labour market, the impact of the employment data is likely little, and the

$Clorox(CLX)$ $Colgate-Palmolive(CL)$  $Church & Dwight(CHD)$  📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory

$EchoStar(ECHO)$ rose on August 3 after reporting a vast accounting profit and better underlying operating income. Yet the quarter did not establish a conventional business recovery. Revenue and subscribers continued declining, three important subsidiaries entered bankruptcy proceedings, and much of EchoStar’s investment case now depends on converting spectrum assets into cash while determining what remains after debt, restructuring costs and regulatory obligations. EchoStar reported second-quarter revenue of $3.58 billion, down 4% from $3.72 billion one year earlier. Net income reached $8.46 billion, compared with a $306 million loss, and diluted earnings were $24.12 per share. Those figures look extraordinary but require an important adjustment:

Okay! Keep watching stocks to gain more knowledge~

Blink Fans Way to Scalp China A50 Futures – Small Wins Add Up 📈 Scalping futures is not about predicting every market move. It is about taking a small piece of the trend repeatedly while controlling risk. Looking at my trading history, I entered and exited the FTSE China A50 Index Futures (CN2609) several times within minutes. My goal was never to catch the entire trend. Instead, I focused on collecting consistent points whenever the opportunity appeared. From the screenshots, my trades included: * Sell at 14,587 * Buy back at 14,584 * Sell at 14,594 * Buy back at 14,591 Each trade captured around 3 points, and by repeating this process, I reduced my exposure while still participating in the market. ⸻ 🐶 Rule 1: Forget About Home Runs One of the biggest mistakes beginners make is waiting fo

ODNS will be the star soon.

$Lululemon Athletica(LULU)$  BUY CHEAP NOW

🚨 Stocks I'm Watching Today (3 Aug 2026) – Opportunity or Bull Trap? The market has been rewarding companies with strong AI stories, improving earnings, and resilient cash flow. However, valuations are also becoming increasingly stretched in certain sectors. Instead of chasing every green candle, I'm focusing on companies where I believe the risk/reward still looks attractive. Here are the names on my watchlist today: 1️⃣ NVIDIA (NVDA) No surprise here. NVDA continues to dominate the AI GPU market, and demand from hyperscalers remains incredibly strong. Things I'm watching: ✅ Any sign of slowing AI infrastructure spending ✅ Gross margin guidance ✅ Blackwell production updates ✅ Competition from AMD and custom AI chips Bull case: - AI spending is still in the early innings. - Enterprise AI

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

$Advanced Micro Devices(AMD)$ is scheduled to report its Q2 2026 results after the market closes on 4 August. Wall Street currently expects revenue of around US$11.3 billion, up 47% year on year, with adjusted EPS of US$1.61, an increase of more than 230%. AMD previously guided for Q2 revenue of US$11.2 billion, plus or minus US$300 million. This means the current consensus is already close to the upper end of management’s guidance. The company entered this earnings season with strong operating momentum. In Q1, revenue reached US$10.25 billion, up 37.8% year on year. Operating income increased 83.1% to US$1.48 billion, while free cash flow rose 253% to US$2.57 billion. Free cash flow margin improved from 10% to 25%. Data Center reve

$Palantir Technologies Inc.(PLTR)$will report its Q2 2026 results after the US market closes on 3 August. Expectations are already high. The key question is no longer whether the company can beat its own guidance. Investors will be watching the size of the beat, the full-year guidance update, and whether commercial growth can remain strong enough to support the current valuation. Palantir delivered revenue of US$1.63 billion in Q1, up 85% year on year. Operating income reached US$754 million, while net income attributable to common shareholders was US$871 million. Operating cash flow was close to US$900 million. For Q2, management guided for revenue of US$1.797 billion to US$1.801 billion. Adjusted operating income is expected to c

😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 3 and August 7. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practical, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: BRK.B, LLY, AMD, PLTR, SNDK & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareho

$JustCo(JCO.SI)$ 1 Target Price JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR from YR2025-2028. This expansion is already underway: New Locations: The company recently launched a new co-working space ("The Boring Office") in Singapore's CBD and signed a master lease for a ~150,0

$Pfizer(PFE)$’s August 4 results will measure whether newer oncology, migraine and specialty products are growing quickly enough to offset declining COVID-19 revenue and approaching patent losses. First-quarter results, reported May 5 for the period ended March 29, were mixed. Revenue increased 5% as reported to $14.45 billion but only 2% operationally. Excluding Comirnaty and Paxlovid, revenue grew 7% operationally, while launched and acquired products grew 22%. Adjusted earnings nevertheless declined 18% to $0.75 per share. Pfizer reaffirmed full-year revenue guidance of $59.5–$62.5 billion and adjusted earnings guidance of $2.80–$3.00 per share. Pfizer’s first-quarter release provides the results and outlook. The bullish thesis is that portfolio

$Walt Disney(DIS)$’s fiscal third-quarter report on August 5 will test whether the company’s streaming turnaround has become large enough to support earnings while it invests heavily in parks, cruise ships and sports distribution. Disney reported its fiscal second quarter on May 6 for the period ended March 28. Revenue increased 7% to $25.17 billion, total segment operating income rose 4% to $4.60 billion and adjusted earnings advanced 8% to $1.57 per share. Entertainment revenue increased 10%, while Experiences revenue rose 7%. Management projected approximately $5.3 billion of total segment operating income for the third quarter. Disney’s second-quarter shareholder report provides the results and forecast. The most important bullish development w

$EchoStar(ECHO)$ rose on August 3 after reporting a vast accounting profit and better underlying operating income. Yet the quarter did not establish a conventional business recovery. Revenue and subscribers continued declining, three important subsidiaries entered bankruptcy proceedings, and much of EchoStar’s investment case now depends on converting spectrum assets into cash while determining what remains after debt, restructuring costs and regulatory obligations. EchoStar reported second-quarter revenue of $3.58 billion, down 4% from $3.72 billion one year earlier. Net income reached $8.46 billion, compared with a $306 million loss, and diluted earnings were $24.12 per share. Those figures look extraordinary but require an important adjustment:

Why I Continue to Hold Palantir (PLTR) With Conviction – Strong Earnings Can Help Stabilise Future Pullbacks latest earnings report once again reminded me why Palantir remains one of my highest conviction holdings. After reporting another outstanding quarter, the stock surged more than 14% in after-hours trading. Revenue reached approximately US$1.94 billion, growing by more than 90% year over year, while adjusted earnings per share exceeded expectations. Commercial revenue also accelerated sharply, showing that demand is no longer coming only from government contracts but increasingly from private enterprises embracing artificial intelligence. Despite the sharp rally, my conviction has not changed. In fact, it has become even stronger. 🚀 My Investment Thesis Has Always Been About Earnings

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.55%* During the July FOMC Meeting, the Fed held rates. While front-end Treasury yields eased as expectations for near-term tightening moderated, longer-dated yields rose sharply, steepening the curve. HSBC attributes the moves to greater uncertainty around the lack of forward guidance, renewed inflation concerns, and positioning adjustments following the FOMC meeting. Elevated geopolitical risks and energy market developments remain key drivers of rate expectations. Looking ahead, investors will focus on upcoming US employment data and comments from Fed officials for further signals on the interest rate trajectory. Nevertheless, it is worth noting that with a resilient labour market, the impact of the employment data is likely little, and the

$Clorox(CLX)$ $Colgate-Palmolive(CL)$  $Church & Dwight(CHD)$  📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory

Blink Fans Way to Scalp China A50 Futures – Small Wins Add Up 📈 Scalping futures is not about predicting every market move. It is about taking a small piece of the trend repeatedly while controlling risk. Looking at my trading history, I entered and exited the FTSE China A50 Index Futures (CN2609) several times within minutes. My goal was never to catch the entire trend. Instead, I focused on collecting consistent points whenever the opportunity appeared. From the screenshots, my trades included: * Sell at 14,587 * Buy back at 14,584 * Sell at 14,594 * Buy back at 14,591 Each trade captured around 3 points, and by repeating this process, I reduced my exposure while still participating in the market. ⸻ 🐶 Rule 1: Forget About Home Runs One of the biggest mistakes beginners make is waiting fo

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

Stocks to watch today? Hmmm, $Elbit Systems Ltd(ESLT)$  $Anterix(ATEX)$  $SanDisk Corp.(SNDK)$  $Vertiv Holdings LLC(VRT)$  $Viasat(VSAT)$  (and QBTS bullish also). Look at the financials, technicals, and the sectors they sit in, and it becomes pretty clear. They aren't the mag 7, but day in and day out, they punch in and punch out with good strong price action and healthy, sure footed fundamentals. I've been watching these for

I'm watching $Tesla Motors(TSLA)$ and $SpaceX(SPCX)$ today as my entry point on $SpaceX(SPCX)$ was way premature, with gains only coming now. I think I may have to HODL that one. And $Tesla Motors(TSLA)$ I should have sold months ago with the strategic re-entry as Cathie Wood had (or thereabouts), but alas I'm in the red for both and hope they shift to green soon. Make up some head shaking losses...

$Advanced Micro Devices(AMD)$ is scheduled to report its Q2 2026 results after the market closes on 4 August. Wall Street currently expects revenue of around US$11.3 billion, up 47% year on year, with adjusted EPS of US$1.61, an increase of more than 230%. AMD previously guided for Q2 revenue of US$11.2 billion, plus or minus US$300 million. This means the current consensus is already close to the upper end of management’s guidance. The company entered this earnings season with strong operating momentum. In Q1, revenue reached US$10.25 billion, up 37.8% year on year. Operating income increased 83.1% to US$1.48 billion, while free cash flow rose 253% to US$2.57 billion. Free cash flow margin improved from 10% to 25%. Data Center reve

$Palantir Technologies Inc.(PLTR)$will report its Q2 2026 results after the US market closes on 3 August. Expectations are already high. The key question is no longer whether the company can beat its own guidance. Investors will be watching the size of the beat, the full-year guidance update, and whether commercial growth can remain strong enough to support the current valuation. Palantir delivered revenue of US$1.63 billion in Q1, up 85% year on year. Operating income reached US$754 million, while net income attributable to common shareholders was US$871 million. Operating cash flow was close to US$900 million. For Q2, management guided for revenue of US$1.797 billion to US$1.801 billion. Adjusted operating income is expected to c

🚨 Stocks I'm Watching Today (3 Aug 2026) – Opportunity or Bull Trap? The market has been rewarding companies with strong AI stories, improving earnings, and resilient cash flow. However, valuations are also becoming increasingly stretched in certain sectors. Instead of chasing every green candle, I'm focusing on companies where I believe the risk/reward still looks attractive. Here are the names on my watchlist today: 1️⃣ NVIDIA (NVDA) No surprise here. NVDA continues to dominate the AI GPU market, and demand from hyperscalers remains incredibly strong. Things I'm watching: ✅ Any sign of slowing AI infrastructure spending ✅ Gross margin guidance ✅ Blackwell production updates ✅ Competition from AMD and custom AI chips Bull case: - AI spending is still in the early innings. - Enterprise AI

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

Economic Preview: Key Data Releases (week of 03Aug2026) Key macroeconomic releases in the coming week will provide important signals on growth, inflation, labour-market conditions, and energy demand. Manufacturing and Inflation Indicators The S&P Global Manufacturing PMI for July is expected at 53.8, indicating continued expansion in global manufacturing activity. The ISM Manufacturing PMI and ISM Manufacturing Prices Index for July will also be released. The previous ISM Manufacturing Prices reading of 73.0 pointed to inflationary pressure, which could eventually be passed on to consumers. Labour-Market Data Several labour-market indicators will be closely watched by the Federal Reserve ahead of its upcoming interest-rate decision: JOLTS job openings for June will be announced, follow

$GoDaddy(GDDY)$ reported higher revenue, margins and free cash flow, but its shares plunged 16.7% on July 31. Investors appear unconvinced that the company’s early AI momentum is large enough to overcome slowing core growth and a cautious forecast. GoDaddy released its results after the July 30 market close. Revenue increased 7% to $1.30 billion, while operating income rose 29% to $342.5 million. Free cash flow increased 13% to $443.5 million, and its normalised EBITDA margin expanded by 210 basis points to 33.4%. GoDaddy’s official second-quarter release provides the figures. Applications and Commerce revenue increased 11%, substantially faster than the 4% growth recorded by the Core Platform division. This supports the bullish argument that GoDa

Not Just Drug Demand $Eli Lilly(LLY)$’s August 5 report arrives with little doubt that demand for its diabetes and obesity medicines is strong. The harder question is whether production, pricing and access can turn that demand into sustainable earnings at a valuation that already anticipates exceptional growth. Lilly reported its first quarter on April 30. Revenue increased 56% year over year to $19.8 billion, primarily because of higher Mounjaro and Zepbound volume, partly offset by lower realised prices. Key-product revenue reached $13.4 billion, and reported earnings increased 170% to $8.26 per share. Mounjaro and Zepbound together represented 65% of quarterly revenue, demonstrating both extraordinary momentum and material concentration. Lilly’s

Okay! Keep watching stocks to gain more knowledge~

😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between August 3 and August 7. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practical, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: BRK.B, LLY, AMD, PLTR, SNDK & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareho

$Uber(UBER)$’s second-quarter report on August 5 will arrive as autonomous ride-hailing moves from experimental pilots toward commercial service. The strategic question is whether Uber becomes the neutral marketplace connecting riders with many robotaxi fleets or whether vehicle developers eventually bypass it. Uber’s first quarter, ended March 31 and reported May 6, showed strong platform momentum. Trips increased 20% year over year to 3.64 billion, monthly active consumers grew 17%, and gross bookings rose 25% to $53.72 billion. Revenue increased 14% to $13.20 billion, operating income rose 57% to $1.92 billion and free cash flow reached $2.29 billion. For the second quarter, management forecast gross bookings of $56.25–$57.75 billion and non-GA

$Merck(MRK)$ is set to report its fiscal second-quarter 2026 financial results on Tuesday, August 4, 2026, before the market opens (with the investor call scheduled for 9:00 AM ET). Earnings Snapshot & Headline Estimates Consensus Revenue Estimate: ~$16.33 billion to $16.35 billion (representing ~2%–4% YoY growth). Consensus EPS Estimate: Loss of ($0.26) per share. Note on Earnings: The headline EPS reflects the impact of a ~$5.8 billion (~$2.35/share) upfront charge associated with Merck's acquisition of Terns Pharmaceuticals, which closed in May 2026. Full-Year 2026 Guidance: Prior FY26 adjusted EPS guidance was $5.04–$5.16. Investors will watch for updates reflecting recent M&A accounting adjustments. Merck & Co. (MRK) reported fisca