After SK hynix, Kioxia Is Coming to U.S. Markets Too: Is AI Repricing the Storage Sector?
The storage sector is getting another major capital-markets catalyst. After SK hynix expanded its U.S. market presence, Japanese memory giant Kioxia is now reportedly planning a U.S. listing through ADSs. The goal is not simply to raise capital. Kioxia already trades in Japan. A U.S. listing would broaden its investor base, improve liquidity, and make the company much easier for global AI-focused funds to compare directly with names like Micron and SanDisk. That is what makes this story interesting. AI is starting to change how the market values storage companies. NVIDIA represents compute. SK hynix and Micron are closely tied to HBM. Kioxia is more exposed to NAND and enterprise SSDs. These are different businesses, but they are all benefiting from the same underlying force: AI data cente
【Tiger Friday Game】Can You Spot the Difference in 8 Seconds?
Think you know the world’s biggest companies? Let’s see how sharp your eyes really are. The video features Amazon, Microsoft, Alphabet, Meta, Starbucks, Apple, Tesla and NVIDIA. Each round shows eight images — seven belong to the company, while one does not. The catch? You only have eight seconds to find it. 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 property rights in the logos and trademarks are owned by their respective owners. 📢How to participate? Watch the video and drop your answers bel
Could Rate Hike Uncertainty Keep Markets Range-Bound? Three Ways to Track the Key Assets
Last night, in a futures livestream on the Tiger platform, I shared my latest views on the outlook for gold, Bitcoin, and offshore RMB amid expectations for higher interest rates. The core of this session was how to assess the direction of these assets through cross-asset correlations, while also covering trading strategy execution and adjustments to moving average parameters. Those who were unable to attend may watch the replay of our video course here: >>> 空前的高收益率壓力下,為什麼比特幣的低位機會卻很值得關注? Next, I will summarize the key information and trading-related views from the session, so that readers who did not have time to join can quickly unders
$100 Oil, the new Norm? Crude oil has decisively broken back above $100 per barrel, driven by: A sharp escalation in fighting between US and Iranian forces. And collapse in tanker traffic through the Strait of Hormuz. After months of relatively stable flows that kept prices in check, the market now faces a reality of sustained disruption, dwindling inventories, and limited room for supply to respond. Tanker traffic through the Strait has dropped from 6–9 million barrels daily (in August 2026) to below 2 million, with the renewed fighting. Recent reports also indicated that zero very large crude carrier has exited the Straits since 02 Sep 2026. With the latest news that 5 Iranian tankers have been destroyed by US and an Iranian’s counterstrike on US base in Jordan, quest for peace has just
Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is becoming a core piece of the robotaxi stack as autonomous fleets move into commercial scale. Every major robotaxi program operating at scale today is already using Nvidia across training, simulation and in-vehicle compute. 2 Ryan Cohen just put another ~$20M into $GameStop(GME)$ buying 1M shares at an average price of $20.38. The purchase takes his beneficial ownership to 8.5% of the company. 3 The Pentagon may be about to fund the AI buildout directly with a reported $5B loan to $Alphabet(GOOG)$ backed Fluidstack. That would push
10-Year Yields Being this High isn't Bullish I Know
10-Year Yields being this high isn't bullish I know. But it doesn't trump the fact that we have companies like $NVIDIA(NVDA)$ literally forecasting FY28 revenue to be 60% higher than the Street. Remember 30-Year Yields hit 5.09% in October 2023. Were people panicking about yields then? Yes. Have people now missed out on generational runs because their focus was on the wrong thing? Yes. Don't lose focus on the unfathomable numbers we're likely to see in FY27-FY29 because you're being distracted by this constant bearish yield narrative. I remain long and I'll be happy buying up some quality names if markets stay spooked about the macro.
My 2033 Take on Who the Largest 3 Companies in the World
My 2033 take on who the largest 3 companies in the world will be: 1. $NVIDIA(NVDA)$: Absurd growth still for a +$5T company. - FY28 revenue will be ~$680B - FY30 revenue I forecast to be ~$1.2T - $10T MC seems pretty reasonable based on that. 2. $Amazon.com(AMZN)$: - AWS should be generating ~$1T in revs by 2035. - Include everything else (e-comm, digital ads, subscriptions, stakes etc) - $6-8T MC for $Amazon.com(AMZN)$ is feasible 3. $Eli Lilly(LLY)$: - FY26 already ~$86B. Metabolic franchise can be $150B+ by early 2030s - GLP-1 cash funds the real product:
$SPDR S&P 500 ETF Trust(SPY)$$Gold - main 2612(GCmain)$$XAU/USD(XAUUSD.FOREX)$ The current gold price is in a technical pattern characterized by a rebound from a bottom and wide-range volatility. On the H4 chart, the moving averages have formed a very standard and perfect bearish alignment. Even if gold prices rebound, the upside will be extremely limited, as the resistance zone at $4,345–$4,350 will act as an insurmountable barrier. A break below yesterday’s low of $4,311 will trigger a technical sell-off, with downside potential extending directly to $4,250 or even near $4,200. For today, firmly exe
All eyes on CPI tomorrow. $S&P 500(.SPX)$ If Core CPI comes in at 0.3% or higher there's a much higher chance the Fed raises rates next Wednesday by 25bps. SPX just printed its 4th consecutive red day dropping from 7750 to 7580. IF SPX gives up the 7580 support it can drop to 7520 next. There's still no signs of a bottom yet so be patient and wait for the reaction to CPI first. $Invesco QQQ(QQQ)$ also dropped from 721 to 706 the past 3 days as well. IF QQQ fails to hold 700 after FOMC it can drop to 686-693 range before a bottom forms. It's a risk off environment until we see if the fed raises rates next Wednesday. Tread lightly over the next 4 days. Lots of traders are
Hello everyone! Today i want to share some technical analysis with you! 1 Buying Nvidia here means you're paying the same valuation as: -2019 lows -2022 lows $NVIDIA(NVDA)$ 2 🚨 Palantir $Palantir Technologies Inc.(PLTR)$ just printed its first golden cross since early 2023 3 $Copart(CPRT)$ Q4 EARNINGS EPS: $0.35 vs $0.38 est ❌ Sales: $1.152B vs $1.144B est ✅ 🟩 +16.91% 4 $Reddit(RDDT)$ simply refuses to give up this IPO trendline 5 $Costco(COST)$ dipping below the 100-week EMA for just the 5th time in
🔥 Oracle Earnings: The $638B AI Bet — Goldmine or Debt Trap?
$Oracle(ORCL)$ reports earnings tonight, and I think this one could be much bigger than a normal software earnings report. A year ago, Oracle's huge OpenAI deal helped trigger a massive rally. Today, the market is asking a very different question: can Oracle actually turn all that AI demand into real profits and cash flow? The bull case is impressive. Oracle Cloud Infrastructure grew 93% in the latest quarter, while total cloud revenue jumped 47%. Its remaining performance obligations have exploded to US$638B, and Oracle is targeting around US$90B of revenue for FY2027. Its partnership with OpenAI is also enormous, with up to 4.5GW of additional data-centre capacity under development. If AI demand keeps accele
Japan Economy meltdown, housing affordability crisis, rising PPI numbers. How is Fed going to address these?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. With the next FOMC rate announcement nearing, the pressure to make rate adjustments seeems to reach its boiling point. Can Warsh and his team still keep rates as it is heading towards second half of the year? @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]
$VOO: Is The Market Stronger Than It Looks Going Into The Weekend?
Market Tape & Institutional Liquidity Breakdown Cap-Weighted Defense vs. Broad Weakness: While the equal-weighted S&P 500 has dropped nearly 1%, mega-cap tech resilience is preventing $Vanguard S&P 500 ETF(VOO)$ from breaking down hard.$VOO is holding firmly above $695 despite aggressive macro headwinds. Yield & Commodity Drag: Pushing 10-year yields higher alongside surging energy costs has capped multiple expansion, causing systematic funds (CTAs) to trim risk rather than trigger panic liquidation. Options Flow & Dark Pool Positioning: Institutional order flow shows heavy put selling anchored around the $690–$692 strike range, indicating market makers and institutions expect a firm support floor going into the weekend. Technic
Navigating $108 Crude & Surging Yields: Can Technology and Staples Join Energy in a Bullish Market Regime?
The rapid ascent of crude oil to $108 per barrel—occurring alongside a synchronized surge in benchmark sovereign bond yields—presents a complex structural crossroads for global asset allocation. Traditional financial playbooks suggest that elevated energy prices function as an arbitrary tax on global consumption, while rising interest rates compress stock valuations by inflating discount rates. However, contemporary cross-asset dynamics reveal a far more bifurcated and nuanced reality. In this article, we would like to look at other than the Energy (Undisputed Leader), could Technology which present bifurcated opportunity could produce winners, we would be looking at losers to weigh the opportunity in more balanced way, lastly, we would look at Consumer Staples on Pricing Power vs. Input C
$SK hynix(SKHY)$ just put a huge number on the table: 💰 $28.6B buyback planned for 2026. That’s roughly 3% of the company’s current market cap in a single year. And management plans to direct around 50% of free cash flow toward buybacks and dividends. Analysts expect nearly $600B in FCF from 2026–2028. If that plays out, we could be looking at roughly $300B returned to shareholders over just three years. That’s more than 30% of the company’s current market value. Think about what that means. You’ve got a business still growing earnings, while simultaneously shrinking the share count and sending massive amounts of cash back to shareholders. People may still view $SKHY as a “commodity” business. But a company that can generate this much cash, keep g
People need to automate their investments. Automation protects investors from their own procrastination, fear, and hesitation. When people must actively choose to transfer money into an investment account, they find excuses to skip it. They claim the market looks too high, there is nothing worth buying, and maybe I skip it this month. Let me wait for stocks to get cheaper. “Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than has been lost in the corrections themselves.” Peter Lynch The problem is that nobody knows what the market will do tomorrow, next month, or next year, especially the experts. By automating your investments, you can bypass these behavioral roadblocks. This is exactly what dollar-cost averaging is for. Under this met
Good Morning,Tigers! $Cipher Mining Inc.(CIFR)$ played out almost exactly the way I expected. We caught the breakout, then flagged the risk of another pullback yesterday. After today’s move, I’m watching for a bounce that could set up the next leg higher. 👀 $NVIDIA(NVDA)$ still can’t reclaim the Smart Money Sell Zone. If that continues, I could see the downside gap getting filled before buyers step in around the $212 support area. $Akamai(AKAM)$ has gained more than 10% in just two sessions, but I don’t think the move is finished. The Macro Smart Money Zone is now being tested, and historically that has been an important setup for a 6-month breakout. 🚀
I’m laying out all 8 steps of the swing strategy I want you to learn over the next 8 weeks. Each week, focus on ONE step. Don’t rush it. The goal is to build a repeatable process you can actually follow. 1️⃣ Trade with the bull market This strategy is designed for a bull market. The current cycle is still relatively young in my framework, so I want to stay focused on buying strong companies during healthy pullbacks rather than fighting the bigger trend. 2️⃣ Focus on strength Keep your watchlist concentrated around AI and companies with positive, growing revenue and EPS. Names I’m watching include: $Apple(AAPL)$$Meta Platforms, Inc.(META)$$Tesla Motors(TSLA)$
$SPX Is Near the Target. Any Bounce Could Be an Opportunity
$S&P 500(.SPX)$ is getting very close to the downside zone I’ve been watching. 🎯 7570–7550 remains the target. Until price actually reaches that area, I’m still treating rallies as opportunities to sell rather than chasing a reversal. After four straight down sessions, tomorrow’s CPI could make things interesting. 👀 A strong bounce on the data wouldn’t automatically change my bearish view. It could simply create one more bull trap before the next leg lower. If we get that bounce, I’ll be watching the fresh bearish FVG for rejection, especially while $SPX stays below the 50% retracement of W3. 📉 Below that level, the bearish structure remains intact. If buyers fail to produce a meaningful rebound, this consolidation could simply resolve lower a