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1.42K
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OptionsBB
·
09-24 20:25

9/24 Rates + Oil Prices Heating Up, Capital Shifts to Defense

1. What's Happening Today Middle East Risk Escalates: U.S.-Iran talks remain deadlocked, the Strait of Hormuz shows no prospect of reopening, and Brent has broken above $100 again. Long-End Rates Rising: U.S. 10Y and 30Y Treasury yields have climbed to multi-year highs, with the market re-trading the "higher rates for longer / further hikes" narrative. AI Entry-Point Competition Heats Up: Meta positions Muse as its core consumer AI product, targeting 1 billion users; OpenAI is rumored to launch a personal Agent as soon as this week; Google, threatened by AI Agents, fell 3.8% yesterday. 2. What Money Is Betting On / Defending Against Defending Against Two Things: Oil Prices + Tech Pullback. 🟠 Buy Side VIX | 2026/12/16 14 Call — 25,600 contracts.
9/24 Rates + Oil Prices Heating Up, Capital Shifts to Defense
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2.07K
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Papa Bear
·
09-22 07:06
$HOOD 20261002 145.0 CALL$ Limit order filled to sell Hood call at high $145 strike for credit during trump-xi sumit event driven price increase 
HOOD CALL
09-21 22:00
US20261002 145.0
SidePrice | FilledRealized P&L
Sell
Open
0.74
1Lot(s)
+68.92%
Holding
Robinhood
$HOOD 20261002 145.0 CALL$ Limit order filled to sell Hood call at high $145 strike for credit during trump-xi sumit event driven price increase
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4.54K
General
BillyR
·
09-24 00:12
$PLTR 20261002 200.0 CALL$ Just a small income for me to spend. Hahaha. Don't follow arh
PLTR CALL
09-24 00:12
US20261002 200.0
SidePrice | FilledRealized P&L
Sell
Open
2.92
8Lot(s)
+7.54%
Holding
Palantir Technologies Inc.
$PLTR 20261002 200.0 CALL$ Just a small income for me to spend. Hahaha. Don't follow arh
TOPTracccy: Small premium is the whole game lol, that 200 call is pretty far enough out
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4.05K
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VNW Capital
·
09-24 06:19
$TSM VERTICAL 261030 PUT 415.0/PUT 420.0$ TSM is on very tight range, even today were most of the megacaps dip much lower. Taking this opportunity to add position.
TSM Vertical
09-24 00:12
US415.0/420.0
SidePrice | FilledRealized P&L
Credit
Open
-1.23
3
--
Holding
TSM VERTICAL 261030 PUT 415.0/PUT 420.0
$TSM VERTICAL 261030 PUT 415.0/PUT 420.0$ TSM is on very tight range, even today were most of the megacaps dip much lower. Taking this opportunity ...
TOPMosesMoses: Node lead still matters more to me here. TSM staying this tight while megacaps fade is the tell
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7.30K
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DKim
·
09-24 17:41
$Amazon.com(AMZN)$ Sold off some of the existing holding to get some profits off the table in view of the market volatility. This would also help to preserve my margin. The key objective is not to blow up the account and let the account lives to fight another day. The profits is determined when you entered the trade. And to exit to manage the risk. Will continue to monitor if I should sell off more... 
AMZN
09-23 21:59
USAmazon.com
SidePriceRealized P&L
Sell
Close
250.40+16.26%
Closed
Amazon.com
$Amazon.com(AMZN)$ Sold off some of the existing holding to get some profits off the table in view of the market volatility. This would also help t...
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1.41K
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koolgal
·
09-24 04:50
🌟🌟🌟 $SanDisk Corp.(SNDK)$ is currently like a lightning rod.  The structural need for memory is real, making a strong case for a supercycle.  However the price you are paying for that future is heavily intoxicated by peak market sentiment. History screams a warning to those buying at the top.  At these levels even a tiny piece of bad news, a minor shipping delay or a change in a single customer's budget could trigger a brutal avalanche. It is much better to buy $VanEck Semiconductor ETF(SMH)$ compared to buying just SanDisk alone.  That way if SanDisk has a bad day, your portfolio is protected by othe
🌟🌟🌟 $SanDisk Corp.(SNDK)$ is currently like a lightning rod. The structural need for memory is real, making a strong case for a supercycle. However...
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Shyon @Aqa @DiAngel @Shernice軒嬣 2000
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7.07K
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TigerClub
·
09-24 17:37

🎤Samuel Wong: The Seller's Edge — A Practical Guide to Selling Cash-Secured Puts

Topic: From Options 101 to Order Execution ∙ Reading the Greeks and Moneyness ∙ Monitoring, Rolling and Surviving Liquidation Risk Speaker: Samuel Wong Samuel Wong, Investment Representative at Tiger Brokers (Singapore), walks through the cash-secured put strategy from first principles to live execution — including strike selection, order types, position monitoring, rolling, and the five most common mistakes he sees option sellers make. Samuel Wong is a trader with over 5 years of experience across market segments including precious metals and cryptocurrency, and 2 years of technical experience in financial derivatives ranging from US options and futures to SGX-listed DLCs. He also serves as an in-house trainer and speaker for Tiger Brokers, and as an Investment Representative for Tiger Br
🎤Samuel Wong: The Seller's Edge — A Practical Guide to Selling Cash-Secured Puts
TOP苏36: For me, a cash-secured put is not simply a strategy to collect premium—it is a commitment to buy a stock at a price I have already decided is attractive. I prefer OTM strikes with enough downside buffer, typically giving myself time for theta to work without taking unnecessary assignment risk. But the biggest lesson is that a high premium often comes with a reason: elevated IV usually means the market expects bigger moves. I also prefer limit orders, especially when spreads are wide. A few cents of execution difference may look insignificant, but repeated across multiple contracts, it adds up. Most importantly, I treat assignment as part of the original plan, not a failure. Before entering, I ask one question:If this stock falls another 30%, would I still be comfortable owning 100 shares?If not, I shouldn't be selling the put in the first place. @TigerClub [思考]
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Shyon
·
09-24 09:14
For me, the biggest expectation is seeing how Greg Abel manages $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ Berkshire’s huge capital base without losing the discipline that built the company. With around $365 billion in cash and Treasuries, capital allocation will be one of the key things I watch. My biggest concern is whether Berkshire can maintain the same level of shareholder trust without Warren Buffett making the major decisions. Abel’s recent moves give us some early clues, but the real test will be how consistently he allocates capital through different market cycles. Personally, I still see Berkshire as a long-term compounder rather than simply a “Buffett stock.” I will be watchin

Berkshire Hathaway’s Succession Milestone: What Investors Need to Know?

@AI_FocusedTrader:
$Berkshire Hathaway(BRK.A)$ / $Berkshire Hathaway(BRK.B)$ Disclaimer: This article is for informational purposes only and does not constitute investment advice. 💬 Discussion prompt: What is your biggest expectation or concern for Berkshire under its new dual‑track leadership? Share your views in the comments. Berkshire Hathaway has completed the final major step in its decades‑long leadership transition. Warren Buffett, 96, is stepping down as Chairman and moving to Chairman Emeritus, while his son Howard Buffett takes over the chair role. Greg Abel, who became Chief Executive Officer in January 2026, retains full operational authority over the $1.1‑trillion conglomerate.
Berkshire Hathaway’s Succession Milestone: What Investors Need to Know?
For me, the biggest expectation is seeing how Greg Abel manages $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ Berkshire’s huge capital ba...
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672
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Fistein
·
09-24 09:15
$IX Biopharma(42C.SI)$ 0.8 Target Price. --Ix Biopharama Medical Breakthrough-- iX Biopharma achieved a major medical and commercial breakthrough with Wafermine, its patented sublingual (under-the-tongue) ketamine wafer for non-opioid acute pain management. --The Core Technology-- WaferiXFast Absorption: Wafers dissolve sublingually in minutes, letting active ingredients enter the bloodstream directly and bypass the gut. High Bioavailability: Provides a needle-free, predictable alternative to intravenous infusions or standard oral pills. Drug Repurposing: Applies the delivery system to central nervous system agents and other urgent indications. --Key Pipeline & Commercial Milestones-- Backed by a US$40.95 million contract from the US Departm
$IX Biopharma(42C.SI)$ 0.8 Target Price. --Ix Biopharama Medical Breakthrough-- iX Biopharma achieved a major medical and commercial breakthrough w...
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826
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Shyon
·
09-24 09:16
For me, the biggest thing to watch is whether $Meta Platforms, Inc.(META)$ Muse can turn the initial download momentum into regular usage. Reaching No. 1 on the App Store is encouraging, but retention and daily usage will matter much more than launch-day excitement. I am also watching monetization closely. Meta already has massive distribution, so if Muse can eventually connect subscriptions, commerce and transactions, it could create a new revenue stream beyond advertising. But Amazon’s decision to block Muse also shows that platform access could become a major hurdle. Personally, I think the next phase is about proving the full cycle: adoption → retention → transactions → monetization. I would not judge Muse purely by the stock reaction yet.
For me, the biggest thing to watch is whether $Meta Platforms, Inc.(META)$ Muse can turn the initial download momentum into regular usage. Reaching...
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Fistein
·
09-24 09:31
$IX Biopharma(42C.SI)$ 0.8 Target Price. --iX Biopharma Ltd(42C) Growth Catalysts-- Shift towards commercialisation of WaferiX subligual delivery of drugs could bump up revenue by as much as 250% in FY-2026, backed by planned capacity expansion. Out-licensing of the sublingual ketamine wafer, Wafermine, for Phase 3 development will be a major catalyst and expected to turn iX Biopharma profitable in long-term. Specialty pharmaceutical and nutraceutical drugs will benefit from the planned six-fold increase in production capacity to meet the expected surge in demand. Investment Merits Out-licensing world's first sublingual ketamine formula, Wafermine, for Phase 3 development is a near-term catalyst. Since the completion of its end-of-Phase 2 meetin
$IX Biopharma(42C.SI)$ 0.8 Target Price. --iX Biopharma Ltd(42C) Growth Catalysts-- Shift towards commercialisation of WaferiX subligual delivery o...
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571
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nerdbull1669
·
09-24 09:54

Beyond the High: Market Breadth, AI’s Second Wave, and Tactical Options Strategies in the Nasdaq Surge

As the tech-heavy $NASDAQ(.IXIC)$ Nasdaq Composite breaches new record highs, a critical structural divergence has emerged under the market surface. While major capitalization benchmarks suggest robust equity health, participation metrics reveal a strikingly narrow advance: fewer than half of Nasdaq constituents trade above their 200-day moving average. In this article, we would like to go through these points on why Nasdaq breaches new record highs yet fewer than half of Nasdaq constituents trade above their 200-day moving average. Market Anatomy — Breakdown of index concentration, market breadth metrics (only ~48% of stocks above 200-day SMA), and structural divergence. Sectors, Stock Focus & AI Narrative — In-depth analysis of three convic
Beyond the High: Market Breadth, AI’s Second Wave, and Tactical Options Strategies in the Nasdaq Surge
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217
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Lanceljx
·
09-24 11:40
For the memory trade to stop needing the next price rise, I would want Micron to show that earnings growth can increasingly come from volume, product mix and structural AI demand rather than just higher DRAM and NAND prices. Strong HBM4 shipments, sustained data-centre demand, firm long-term customer commitments and continued margin strength even as pricing growth moderates would be especially important. If Micron can demonstrate that AI-driven memory demand remains ahead of supply into 2027 while volumes expand, the thesis becomes much more durable than simply betting on another pricing cycle.
For the memory trade to stop needing the next price rise, I would want Micron to show that earnings growth can increasingly come from volume, produ...
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269
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Shyon
·
09-24 13:31
I am leaning toward the view that AI has strengthened the memory cycle, but it has not eliminated the cycle completely. HBM and server DRAM demand are structurally stronger because AI servers are consuming much more memory, so I think this upcycle can last longer than a traditional cycle. At the same time, I understand Burry’s argument. Strong pricing will attract more capacity, and if supply catches up with AI demand, memory margins can compress quickly. For me, the key risk is the timing of the supply response, especially from new capacity and improving technology. I am still constructive on $Micron Technology(MU)$ for the mid to long term, but I prefer watching pricing, inventory and supply data rather than simply following the bullish narrative
I am leaning toward the view that AI has strengthened the memory cycle, but it has not eliminated the cycle completely. HBM and server DRAM demand ...
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559
General
SGX_Stars
·
09-24 14:34
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570
Selection
koolgal
·
09-24 14:06

Catching China's Tech Dragons: Why the Amova E Fund ChiNext ETF Is The Ultimate High Growth Bet

🌟🌟🌟Are you tired of watching the global technology race from the sidelines or relying entirely on overextended Western tech giants trading at eye watering valuation premiums?  While the crowd remains fixated on Silicon Valley, a quiet technological decoupling is taking place across Asia.   $AmovaEFund ChiNext S$(CXT.SI)$ represents the literal engine room of China's next generation economy.  Often dubbed as China's Nasdaq, this fund provides an asset light, direct gateway into the 100 most innovative, fast compounding growth titans listed on the Shenzhen Stock Exchange.  It is a thrilling, high beta vehicle designed for investors ready to capture explosive alpha at a deep cyclical discount. Who Are The Fund Managers? Th
Catching China's Tech Dragons: Why the Amova E Fund ChiNext ETF Is The Ultimate High Growth Bet
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138
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DoTrading
·
09-24 12:28

Yields Roar, Equities Retreat

Wall Street spent Wednesday wrestling with a message the bond market is no longer whispering: yields are rising fast, and stocks can’t ignore it anymore. The session was broadly negative: $NASDAQ(.IXIC)$ : –1.13% $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Apple(AAPL)$ $S&P 500(.SPX)$ : –0.75% Dow: –0.68% Only energy managed to finish higher, as nearly every other sector buckled under the weight of surging rates. The trigger was a brutal 5‑year Treasury auction, as “disastrous.” Weak demand sent the 5‑year yield above 5%, its highest level since 2007. Long‑duration yields followed su
Yields Roar, Equities Retreat
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1.16K
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TigerEvents
·
09-24 14:48

[Mid-Autumn Special] Reimagine Tiger with AI

This Mid-Autumn Festival, give Tiger a whole new look. We’re giving everyone the same Tiger image — your job is to reimagine it with AI. Take Tiger to a lantern festival, put it under the full moon, drop it into Singapore’s skyline, or send it all the way to the moon. Cute, cinematic, futuristic or completely wild — anything goes. How to join: Create an AI image using the following image, post your artwork, and add a short caption about your idea. If you don’t use AI tools, you can still join by dropping your idea in the comments — we may pick some concepts and create them for you. The best creations may win rewards and be featured by Tiger Community. Event Period: September 24–28, 2026 Rewards: Participation Reward: Everyone who joins the event and leaves a comment will receive 10 Tiger C
[Mid-Autumn Special] Reimagine Tiger with AI
TOPShyon: The moon connects every generation. From ancient poets gazing at the moon, to families celebrating by Marina Bay, and even civilizations among the stars, Mid-Autumn is a story that transcends time. This year, Little Tiger travels across 1,000 years to celebrate them all. ✨ Happy Mid-Autumn Festival! 🥮 🌕 🚀 The moon connects every era. From ancient poets raising their glasses to invite the moon to family reunions by the coastal bay, and then to future interstellar civilizations enjoying the bright moon together, the Mid-Autumn Festival has always told the same story about reunion, longing, and inheritance. This year, Xiaohu travels across a thousand years of time, connecting the Mid-Autumn Festival celebrations of different eras. ✨ Happy Mid-Autumn! 🥮 🌕 @Tiger Events @TigerStars @TigerClub @Tiger_comments
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618
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Marktomarket
·
09-24 15:00

The 10-Year Hit Its Highest Since 2007. What Was Left Standing?

The indices: three directions the day before, one direction now All three indices closed lower on Wednesday: the $NASDAQ(.IXIC)$ Composite fell 1.13 per cent to 26,936.04, down 308.24 points on the day, giving back the record it had set in the previous session; the $S&P 500(.SPX)$ fell 0.75 per cent to 7,706.03, down 58.61 points; and the $Dow Jones(.DJI)$ fell 0.68 per cent to 51,511.59, down 352.10 points. The previous session had the three running separately — the Nasdaq closing at a record, the Dow lower, the S&P 500 finishing flat to within 0.06 points. A day later they were back on the same heading, a
The 10-Year Hit Its Highest Since 2007. What Was Left Standing?
TOP靖润: All prices fell on Wednesday, not because the fundamentals collapsed, but because the discount rate jumped again. The 10-year yield rose to 5.11%, the highest since 2007, and all forward stories had to be discounted again. On Tuesday, the market was willing to pay for things that were "dated, termed, and verifiable," and on Wednesday, none of that changed—SanDisk's production capacity remained locked, NASA contracts were still signed, and Muse partners were still being added—but stock prices all fell. What changed wasn't the terms, but the rate. terms determine how much money the company can receive, and rate determines how much that money is worth today. On Wednesday, the rate overshadowed the terms. What memory stocks are waiting for right now isn't demand, but Micron's earnings report. Production capacity lockdowns, price increases, and HBM shortages—these terms are all there, and the market accepts them. However, once interest rates rise, these forward incomes will be returned at an even greater discount. Therefore, if Micron 9/30 can provide explosive guidance and profit margins, terms can outperform rate, and the valuation can expand again; If it's just "in line with expectations," rate will continue to ride on top. The same goes for Muse in Meta; they didn't say how much the commission was, so there's no way to calculate how much Muse is worth. Before this number, the rise was all about emotions. Now we just need to focus on two things: Micron's gross margin and guidance in its financial report, and whether Meta will announce Muse's transaction commission. Before these two numbers came out, all fluctuations were noise.
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