Wells Fargo: AI's Data-Center Trade Is Moving Beyond Nvidia
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 —
Stocks Rally After Fed Hike as S&P 500, Nasdaq Post Best Day in Six Weeks
Wall Street staged a sharp rebound on September 17, just one day after the Federal Reserve raised interest rates for the first time in more than three years. The $S&P 500(.SPX)$ gained 1.14% to 7,637.76, while the $NASDAQ(.IXIC)$ Composite jumped 1.69% to 26,418.30, giving both indexes their strongest session in roughly six weeks. The $Dow Jones(.DJI)$ rose 0.61% to 51,778.04, while the Russell 2000 added about 0.6%. The rebound came despite the Fed raising its benchmark rate by 25 basis points to 3.75%–4.00% and signaling that more tightening could follow. Instead, investors found relief in two developments: T
$DFI RETAIL GROUP / DAIRY FARM (D01) -5.87%: Sinks on Heavy Volume
$DFIRG USD(D01.SI)$ (-5.87%): Sinks to $3.21 as Heavy Volume Confirms Distribution, $2.99 Support Under Siege Latest Close Data: Dairy Farm closed at $3.21, down -5.87% on the day, with a wide amplitude of 7.62% (high $3.44, low $3.18). The stock sits -30.7% below its 52-week high of $4.63 and just +7.4% above its 52-week low of $2.99. Core Market Drivers: Panic selling accelerated into the close as Jardine Matheson's tightly held float (77.54% insider ownership) amplified volatility. The 5-day capital flow data shows persistent institutional exit: -15.24万, -67.13万, and -67.78万 over the last three sessions, confirming distribution. Technical Analysis: Volume surged to 694.13万 shares with a Volume Ratio of 8.57, indicating overwhe
Futures Capital Insight: Equity Outflows Narrow Sharply as Gold, Silver Longs Retreat
This week’s macro focus was the Fed’s September meeting. On September 16, the Fed raised rates by 25 basis points to 3.75%–4.00%, its first hike in more than three years, after markets had priced in more than 92% odds. The 10-year Treasury yield briefly hit 5.0266%, widening the 10-year/3-month spread to 89 basis points. Meanwhile, escalating Middle East tensions lifted Brent above $109 a barrel and drove WTI up about 9.6% for the week. Higher yields and geopolitical risk weighed on U.S. equities, with the Dow down 1.56% and the S&P 500 off 0.78%. Commodities diverged: crude gained nearly 10%, while copper and aluminum each fell about 1%. Gold lost 1.4% and silver fell more than 5%, extending precious metals’ losing streak to three weeks. As of the close on September 16, 2026, the week
Will September’s FOMC set the market’s direction——How to trade gold and Bitcoin trends?💰💰
Disclaimer: The views expressed below are personal opinions only and do not constitute investment advice. They are provided for informational purposes only. Last night, I shared my views in Tiger’s futures livestream following the Federal Reserve’s overnight rate hike. With the decision now behind us, markets have entered a critical phase of testing whether the negative catalyst has been fully priced in. The discussion covered the real drivers behind the rate decision, the outlook for future policy, long-dated U.S. Treasury yields as the key market gauge, and trading views on crypto assets, gold, U.S. equities, crude oil, and foreign exchange. For those who missed the session, the replay is available>>
Margin 101 | 10 Seven Risk Checks for a Margin Account Before Earnings
Around earnings releases from NVIDIA, Tesla, Apple and other closely watched stocks, prices may move sharply. $NVIDIA(NVDA)$$Tesla Motors(TSLA)$$Apple(AAPL)$ For margin account users, earnings season is not only about the direction of a stock — it is also about account risk. 1. Check your margin balance Confirm how much margin you have actually used, rather than only looking at total account buying power. The used margin loan is the only part that accrues interest, and it is the starting point for judging your real leverage. You can check your used margin loan via [Account] page or [Enquiry for Margin Limit]. 2. C
Wall Street has a habit of producing headlines that sound completely made up — until they turn out to be true. So here’s this week’s challenge: 10 headlines. some are REAL. The others are FAKE. Can you spot which is which? Some are easy. Some are designed to trick you. And a few sound so ridiculous they might actually be real. Disclaimer:Not financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary Authority of Singapore. All logos and trademarks in this advertisement are the property of their respective owners, and their use does not imply affiliation or endorsement by them. Tiger Brokers acknowledges that all intellectual How to play: Reply in the comments with your answers like this: 1R 2F 3R 4F...We’ll reveal the answers later Event Period Sep
$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC
Hi, Tigers 🐯 Look Back, Trade Forward — but whose take really stood out? 👀 Our “What’s Your Take?|August Trading Recap: Plan for September” campaign has officially come to an end! Different views are what make a market. And great takes deserve to be seen. After careful evaluation, we’re excited to announce the winners of our first What’s Your Take? campaign! 🎉 🥇 Legendary Take This take really hit the mark. 🔥 Congratulations to: @Optionspuppy@TigerOptions@LiverpoolRed 🎁 Million-Dollar Reversible Blanket 🪙 5,000 Tiger Coins 🥈 Market Oracle When the market gets interesting, these
The Bank of Japan has raised its policy rate by 25 basis points to 1.25%, the highest level in 31 years. The move passed by a 7-2 vote and was broadly expected by markets. The bigger question now is not the 1.25% level itself, but how far the BOJ is prepared to go from here. This matters far beyond Japan. For years, the yen has been one of the world’s cheapest funding currencies. Investors could borrow at very low Japanese rates and move that capital into higher-yielding assets elsewhere — U.S. stocks, bonds, emerging-market currencies and other risk assets. That is the basic logic behind the yen carry trade. As Japanese rates rise, that trade becomes less attractive. If the yen also strengthens, investors face both higher funding costs and FX losses. That is why every BOJ tightening cycle
OKLO, ONDS, MSFT, RWT& CRM Enjoy Great Recovery Here
Hello everyone! Today i want to share some technical analysis with you! 1 Golden cross just printed on $Salesforce.com(CRM)$ for the first time in almost 2 years 👀 2 🚨 Massive Flurry of Insider Buys The CEO, CFO, President, and a Director just spent 6 figures EACH on their own stock. The stock sits more than 70% below its all-time high. These are the first insider buys on $Redwood(RWT)$ in 2026. 3 Microsoft is currently seeing its best relative performance vs the S&P 500 in over a year 👀 $Microsoft(MSFT)$ 4 Wedge starting to crack open on $Ondas Holdings Inc.(
Hello everyone! Today i want to share some trading ideas with you! 1 $Intel(INTC)$ CEO Lip Bu Tan says memory prices are up 5x to 7x and the shortage could get even worse in 2027 with memory now ~75% of the cost of some lower end phones and laptops. That lines up with $SK hynix(SKHY)$ which says 2027 could be the industry’s worst supply year. 2 ERCOT is forecasting Texas electricity demand rising doubling to 145 GW by 2031 which is about ~10 GW per year so meeting that demand requires a lot more power at every step of the chain: • $Vistra Energy Corp.(VST)$ monetizes generation thats already operating and connected t
I think today's a good day to remind you that the unfathomable forecasts we're seeing from the biggest technological revolution of all time overpower whatever macro guess you decide to make. 10-Y yields are high yes but $iShares iBoxx $ High Yield Corporate Bond ETF(HYG)$ is holding up fine. Also a reminder that $Applied Optoelectronics(AAOI)$ is close to an inflection point where the r/r makes complete sense for the buyer at ~1.3x FY28 sales. A reminder that robotics and space themes are going nowhere. Robotics still needs: -> A 300x increase in actuation & bearings... $RBC Bearings(RBC)$ &
Gold begins to recover as investors digest Federal Reserve decisions $SPDR Gold ETF(GLD)$ $Gold.com(GOLD)$ Gold prices rose in European trading on Thursday for the first time in four days, beginning to recover from a six-week low as buying emerged at lower levels, supported by a weaker US dollar against a basket of global currencies and a retreat in the 10-year US Treasury yield from its highest level in 19 years. The rebound comes as investors digest the Federal Reserve’s decisions, which were more hawkish than markets had expected, particularly after the central bank signaled the possibility of further monetary tightening as it seeks to contain mounting inflationary pressures in the Unit
Hello everyone! Today i want to share some trading strategies with you! $S&P 500(.SPX)$ ended up closing up 85 points on the day. $Invesco QQQ(QQQ)$ closed up 12 pts. IF we see another run tomorrow $SPX can move towards 7700 and $Invesco QQQ(QQQ)$nto 722 in play next. As long as SPX holds 7600 and $Invesco QQQ(QQQ)$ can defend 712 we should see the market continue this uptrend. $Micron Technology(MU)$ is almost ready for a breakout to 1050, Let's see if it can reclaim 1000 tomorrow.
# When the Charts Disagree The gap between the cash market and index futures is keeping me patient. I can see reasons for caution in the equity charts and signs of resilience in futures at the same time. I’m treating the ideas below as candidates for review; they do not represent orders or fills in my account. My main takeaway is to resist forcing a mixed market into one clean story. Weak support and deteriorating momentum deserve attention, but I also need to ask where that weakness is showing up. If futures are holding levels that cash equities have lost, I want to understand that difference before deciding that a breakdown is inevitable. Equally, a stronger futures chart does not erase the damage elsewhere. Interest rates remain part of that picture. I’m watching how pressure spreads th
New York Session Playbook: Buy the Dip Near 4355, Break Above 4382 to Trigger a Short Squeeze
Hello everyone! Today i want to share some macro analysis with you! 1 The New York market opens at 9:30 a.m. Eastern Time! Given the breakout with heavy volume on the 4-hour chart, any blind attempt to short the market by guessing the top without considering momentum is extremely dangerous. The trading strategy for the U.S. session must strictly adhere to the main principle of “buying on dips.” Currently, the middle Bollinger Band (4,382) serves as the “line of life and death” for bulls and bears in the U.S. session. Once the market breaks above 4,382 with strong volume during the U.S. session, the bears will collapse completely, triggering a massive short squeeze rally. If the shakeout early in the U.S. session brings the price back to the 4350–4355 range—near the high of the previous con
When I think about AI stocks, $NVDA is usually the first name that comes to mind. But I’m increasingly watching $AMZN. Why? AWS is becoming one of the biggest beneficiaries of the AI infrastructure buildout. Amazon and NVIDIA recently announced plans to deploy 2 million additional NVIDIA GPUs across AWS’s global infrastructure, alongside deeper work across networking, CPUs and AI systems.  And Amazon’s latest moves show that the AI opportunity goes far beyond buying GPUs. Just this week, Amazon signed a $2.4B initial agreement with Generac for backup generators for its data centers, with potential purchases reaching up to $8B.  That tells me something important: AI infrastructure is becoming an entire ecosystem. 🧠 GPUs ☁️ Cloud computing ⚡ Power 🏗️ Data centers 🔌 Networking 🤖 AI applicat