177
·
29 minutes ago
El Niño Is Here: Could Rising Food Prices Become the Next Market Theme?
Weather risks and food prices are starting to flash at the same time. The World Meteorological Organization has confirmed that El Niño is now established and is expected to strengthen over the coming months. Current forecasts suggest the event is highly likely to persist into February 2027 and could reach “very strong” levels by year-end. At almost the same time, the UN Food and Agriculture Organization reported that its global food price index rose 1.9% month over month in August. All five major food categories increased. Sugar prices jumped 11.9% in a single month, vegetable oil prices rose for a third consecutive month, and grain prices also continued to strengthen. The key question for markets is no longer whether the weather outlook is deteriorating. It is:Will weather risks turn into
191
·
54 minutes ago
Be Bullish AI Infra Through to FY28
Mix of lower-beta and higher-beta names I'd prioritize today being bullish AI infra through to FY28. Lower beta: - $Amazon.com(AMZN)$: $1T in AWS revs forecasted by 2035. Current MC ~$2.8B (e-comm, digital ads, moonshot bets, Anthropic stake etc). - $NVIDIA(NVDA)$: 70% FY28 revenue growth despite being capacity constrained. Sub 0.3x PEG for FY28. - $Marvell Technology(MRVL)$: Jensen's "trillion dollar" company. $Alphabet(GOOGL)$ has option to buy $12.2B of the company which could translate to $120 billion in revs over the next 7 years. Medium-beta: -
206
·
19:40
Gold Range-Bound Ahead of CPI, PPI as $4,450 Resistance Caps Upside
Technical Analysis: The current gold price (4,434.60) is attempting to consolidate above the moving average band on the hourly chart. It faces significant resistance at the 4,440–4,450 level (near the previous high and the upper Bollinger Band). Currently, bulls and bears are engaged in a fierce tug-of-war around the 4,410–4,435 range. As the market awaits the upcoming release of key U.S. inflation data (CPI, PPI) this week to calibrate the interest rate hike path, gold is highly likely to continue trading in a wide range before these major data releases and the interest rate decision are finalized! When the gold price rebounds to the key resistance zone of $4,440–$4,450 and fails to break through with significant volume, traders may consider entering short positions for a short-term trade
437
·
18:25
AVAV, RKLB, SNDK, AVGO& INTC Welcome Great Upward Momentum
Hello everyone! Today i want to share some technical analysis with you! 1 $Intel(INTC)$Double breakout on Friday. 2 $Broadcom(AVGO)$ Upside gaps to be aware of if this continues to get a move higher. 3 $SanDisk Corp.(SNDK)$ Horizontal zones to be aware of this week. 4 $AeroVironment(AVAV)$ Earnings this week could help get the entire drone sector out of this funk it has been in pretty much all year. This has been historically a very strong bounce spot. 5 $Rocket Lab USA, Inc.(RKLB)$ Very odd price ac
191
·
18:20
.SPX& QQQ: The Value of Technical Chart
This is how I print money every week: - $S&P 500(.SPX)$ or $Invesco QQQ(QQQ)$ setting the direction on the daily and weekly chart. - Price pulling back to a key level I marked Sunday. - Level holds with a clean reaction. - Context confirms the broader market is aligned. - Enter only when the setup is undeniable. Focus on 3-5 tickers you know inside out. Rinse and repeat every single week.
266
·
18:18
Option Strategies: ADBE
Hello everyone! Today i want to share some option strategies with you! 1 $Adobe(ADBE)$ announces earnings after the closing bell on Thursday this week. Expected move is less than 10%. Am targeting the Sep 18 expiry $215 or $220 strikes for a put-write trade to play earnings. Follow me to learn more about analysis !!
178
·
18:15
META, BE, CEG, SOFI& CRM Enjoy Great Potential to Buy!
Hello everyone! Today i want to share some technical analysis with you! 1 $Salesforce.com(CRM)$ is on a hot streak 🔥 2 Still in the cup ☕️ $SoFi Technologies Inc.(SOFI)$ 3 $Constellation Energy Corp(CEG)$ breaking out following an almost half-million-dollar insider buy 💰 4 Power restored ⚡️ $Bloom Energy Corp(BE)$ 5 The $Meta Platforms, Inc.(META)$ standoff continues 🌶️
87
·
18:01
$DFI RETAIL GROUP (D01) +1.40%: Tightens Range, Eyes Breakout
$DFIRG USD(D01.SI)$ Edged +1.40%: Defensive Dividend Play Tightens Range, $3.65 Breakout Watch Latest Close Data: $3.62 (+1.40%), near session high $3.65. Range $3.56–$3.65, only 12.9% below 52-week high of $4.63 and 21.1% above 52-week low of $2.99. Volume 855.4K shares, modestly above average (volume ratio 1.24). Core Market Drivers: Singapore-listed DFI Retail Group (D01.SI) consolidates as defensive consumer retail portfolio holds steady. Jardine Matheson remains dominant shareholder at 77.54%, while 5-day capital flow shows persistent but narrowing outflows (latest −$13.16K). Technical Analysis: MACD indicator values not generated for this symbol in current dataset; RSI values missing. Price action remains constructive with
347
·
18:02
$SEMBCORP INDUSTRIES (U96) +1.64%: Presses Against 52-Week High
$Sembcorp Ind(U96.SI)$ +1.64% Closes at SGD 6.21: Defensive Energy Play Pressing Against 52-Week High, SGD 6.90 Breakout Window Opening Latest Close Data: U96 closed at SGD 6.21, up +1.64% (+SGD 0.10) on Sep 8, 2026. Price sits just 11.1% below its 52-week high of SGD 6.90 and 21.1% above its 52-week low of SGD 5.13. Intraday range was tight at SGD 6.09–6.22 (amplitude 2.13%), with volume of 7.39M shares (volume ratio 0.62, below average) and total trading value of SGD 45.6M. Core Market Drivers: Temasek Holdings retains a commanding 50.04% stake, providing structural price stability. BlackRock, Vanguard, and Amova all increased positions during the period, signaling institutional accumulation. The 4.35% dividend yield continues
229
·
18:03
$YANGZIJIANG SHIPBUILDING (BS6.SI) +4.05%: Clears Fresh 52-Week High
$YZJ Shipbldg SGD(BS6.SI)$ +4.05% Clears 52-Week High at S$5.26, Orderbook Backlog Fuels Breakout Momentum Latest Close Data: Closed at S$5.14, up 4.05% (+S$0.20) on September 8, 2026. Intraday high of S$5.26 marked a fresh 52-week high, now just 2.3% below that level. Volume of 30.58M shares (1.79x volume ratio) confirms strong participation. Core Market Drivers: Yangzijiang rallied on continued strength in global shipbuilding demand, with newbuild orderbook visibility extending into 2028. The stock's breakout coincided with positive capital flow data—net institutional buying on September 4 reached S$26.89M, and today's large-order inflow (S$29.20M buy vs S$23.61M sell) signals sustained accumulation. Technical Analysis: MACD an
132
·
17:53
$GENTING SINGAPORE (G13.SI) -0.80%: Range Tightens, Coiled Setup
$Genting Sing(G13.SI)$ Slips -0.80%: Range Tightens Near S$0.62, Sentiment Stabilizing for Next Leg Latest Close Data: G13 closed at S$0.62, down -0.80% on the day, with a narrow range of S$0.61–S$0.63. The stock sits about 18.4% below its 52-week high of S$0.76 and 10.7% above its 52-week low of S$0.56. Core Market Drivers: Singapore casino and integrated resort operator Genting Singapore saw mild profit-taking after a recent stabilization phase. Trading value reached S$12.4M with volume ratio at 0.84, indicating slightly below-average participation. Dividend yield remains attractive at 6.45%, supporting long-term holders. Technical Analysis: Volume of 20.0M shares was subdued, with 5-day capital flow turning positive on Sep-04
73
·
17:54
$SINGAPORE EXCHANGE (S68.SI) -0.92%: Consolidates Near Record High
$SGX(S68.SI)$ -0.92%: Consolidation Near 52-Week High, $25.69 Resistance Caps Upside Latest Close Data: S68 closed at S$24.90 on Sep 8, down 0.92% from S$25.13 prior close. Intraday range S$24.88–S$25.04. Stock sits just 3.1% below its 52-week high of S$25.69. Core Market Drivers: Quiet tape with volume ratio of 0.58—well below average—indicating lack of conviction. Net daily outflow of S$18.79M dominated by large-order selling (S$10.26M sold vs S$0.57M bought). Broader Singapore equity sentiment remains defensive amid record-low turnover rate (0.12%). Technical Analysis: RSI, MACD, and KDJ values are currently unavailable (empty dataset), so momentum cannot be confirmed numerically. Volume of 1.27M shares with 0.58 volume ratio
49
·
17:56
$HONGKONG LAND HOLDINGS (H78.SI) -0.93%: Pauses Below Resistance
$HongkongLand USD(H78.SI)$ -0.93% at $8.48: Defensive Dividend Play Pauses Below $8.83 Resistance, Value Trap or Base Building? Latest Close Data: Hongkong Land closed at $8.48, down 0.93% on September 8, 2026, trading just 4.0% below its 52-week high of $8.83 and 48% above its 52-week low of $5.73. Volume was subdued at 1.22 million shares (Volume Ratio 0.62), with net inflow of $2.83M driven by large-order buying. Core Market Drivers: Hongkong Land continues to benefit from its premium Grade-A office portfolio in Hong Kong's Central district, where occupancy remains defensive despite soft macro conditions. The company's 3.18% dividend yield and 55% Jardine Matheson controlling stake provide a floor for institutional accumulatio
41
·
17:56
$FRASERS PROPERTY (TQ5.SI) -0.98%: $0.95 Support Holds the Line
$Frasers Property(TQ5.SI)$ -0.98%: Singapore Real Estate Giant Consolidates at S$1.01, S$0.95 Support Holds the Line Latest Close Data: Closed at S$1.01, down -0.98% on 12.93万 shares. Trading range S$1.00–S$1.02. Sitting just 5.6% below 52-week high of S$1.20, but only 6.3% above 52-week low of S$0.95. Core Market Drivers: TCC Assets Limited maintains dominant 86.89% control with zero recent changes, creating thin float of just 4.21亿 shares. Dividend yield of 4.46% offers defensive appeal amid Singapore property sector consolidation. Capital flow turned modestly negative with 5.00万 inflow vs 7.98万 outflow. Technical Analysis: Volume ratio at 0.61 signals below-average participation, failing to confirm downside conviction. RSI val
30
·
17:58
$WILMAR INTERNATIONAL (F34.SI) -1.84%: Slips Near 52-Week High
$Wilmar Intl(F34.SI)$ Slips -1.84% to S$3.73: Defensive Agri-Giant Consolidates Near 52-Week High, S$3.95 Resistance Looms Latest Close Data: Wilmar closed at S$3.73, down -1.84% (-S$0.07) on Sep 8, 2026. Price sits just 5.6% below its 52-week high of S$3.95, with intraday range S$3.73–S$3.78. Turnover rate 0.09%; volume ratio 1.04. Core Market Drivers: Food/agri giant Wilmar faces mild profit-taking after recent strength toward S$3.95. Capital flow data shows net outflows (total inflow S$6.05M vs outflow S$15.50M), with large orders selling S$7.15M—short-term institutional distribution. Firm 3.94% dividend yield provides defensive cushion. Technical Analysis: MACD and RSI values returned empty in current data feed; using price a
616
·
17:30
Episode 1 | Engineer Mr. Liao, Opened the Door to a Million-Dollar Opportunity with an AMD LEAP Call
The Road to Million Dollars is a deep-dive interview series by the Tiger Community, featuring outstanding investors recognized under the "$1 Million" Honors Program. The "Million Dollar" Honors Program is not about the size of an investor's assets. Instead, it recognizes the investment capabilities investors consistently demonstrate in real markets. Within a designated calendar year, every $100,000 in realized gains unlocks one Tiger Gold Brick or Tiger Gold Ingot, with up to nine rewards available. When an investor reaches $1 million in gains, they achieve the "Exclusive Edition" Million Dollar Milestone. Every investor on The Road to Million Dollars has their own approach and answers. Some are still exploring and refining their strategies in the market, while others have already built a
328
·
09-07 20:57
The analyst move that caught my attention most was Broadcom’s upgrade. It highlights an important shift in the AI investment story: the opportunity is no longer limited to GPU makers. Broadcom is positioned across several critical parts of the AI infrastructure chain, including custom accelerators, networking and connectivity. As hyperscalers continue pouring billions into data centers, demand for customized chips and high-speed networking could become increasingly important. What I find particularly interesting is the economics. Cloud giants want better performance and lower costs, while custom silicon gives them more control over their AI workloads. That creates a potentially powerful second engine of growth for Broadcom. The bigger takeaway? AI infrastructure is becoming an ecosystem,
TOPpopzy: TCO is the part people still underweight. Even a 20% to 30% workload shift to custom silicon can move cloud economics a lot when networking and power are the real bottlenecks.
216
·
09-07 21:15
OpenAI vs Anthropic? Who will prevail in this rat race?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. So OpenAI announced a breakthrough with their latest model, Astra. It has capability to control your whole computer system for you, automating all the programs you have. This will improve efficiency and any nagging issues with processing of apps. However, this means you are subjecting the information on your computer to a third party AI model, who knows what it will do with it. So the issue with privacy and PDPA actually will deter me from using this. From the beginning of the year, two AI companies are thrusted to the forefront, OpenAI and Anthropic. They are seen as the frontrunners in this rat race, and most optimistic to IPO at end of 2026 o
TOPData flywheel and ecosystem lock-in matter more than capital here. Microsoft and Google distribution is huge, but privacy friction could slow enterprise adoption.
336
·
09-07 22:00
SNDK vs MU This Week: Same Memory Boom, But I Would Trade Them Differently
The memory trade enters the week of 8 September with something it did not have a week ago: confirmation. SNDK enters around $1,740. MU around $1,017. Both have shown extraordinary relative strength. But from here, I think their paths diverge. SNDK has a new mechanical catalyst. MU has the cleaner fundamental catalyst. And this week, both have to survive a major macro test. 🔴 SNDK: The Countdown to 21 September Begins SanDisk will enter the S&P 100 on 21 September. That matters because index-tracking funds will need to reposition around the rebalance. But I would not confuse that with unlimited upside. The index catalyst is real but temporary. SNDK still needs NAND pricing, AI storage demand and its long-term customer commitments to justify the valuation once those flows are finished. M
TOPMU is still the cleaner setup to me. HBM3E ramp and pricing power over the next few quarters matter more than the index flow, CPI week just decides how noisy the path gets
184
·
09-07 22:52
Michael Burry Calls Lululemon His "Trickster"—Is LULU a Fat Pitch or a Value Trap? $Lululemon Athletica(LULU)$