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02:15
GPU Rental Prices：The Wealth Code
$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ are in an awkward position — especially CRWV. The key takeaway from earnings isn't in the financial results themselves, but outside the filings: GPU rental prices. It's similar to how storage stocks are priced — earnings only become interesting after long-term agreements (LTAs) are signed; before that, it's all about whether storage prices are going up. For data centers, both of these companies are heavily leveraged and asset-heavy. Whether they can turn a profit depends entirely on whether GPUs can be rented at good prices. If GPU rental prices fall, even stellar earnings won't save the stock — because institutions will reason that if you're renting cheap but bought
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08-13 21:42
8/13 Pre-Market Thoughts: The Big Short Strikes Again
One-sentence theme: AI bulls and bears are in a direct face-off — Lenovo's AI order explosion (bullish) vs Burry's broad-based AI shorting (bearish). But looking one layer deeper, the shorts are really betting on "compute rental prices falling." The strategic tone remains unchanged: position via Sell Puts on dips, don't chase highs. I. Sentiment Focus: Bulls vs Bears 🟢 Bulls: Lenovo AI Orders Surge Lenovo's Q1 net profit broke through $1 billion, with AI server backlog orders reaching $54 billion. This drove DELL and HPE higher in pre-market trading. → DELL is a good Sell Put candidate ahead of earnings (riding the AI server demand theme). 🔴 Bears: Burry Strikes Again, Calling "NVIDIA = Enron" Michael Burry shorted: NBIS (247), Micron (924), ORCL (152), and also shorted SOXX. He compared N
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08-13 21:23
$U Now Faces Its First Major Test
$Unity Software Inc.(U)$ $Unity Software Inc.(U) Closes at $44.53: Momentum Hits Overbought Zone, $50 Target in Sight While Risk Converges 🔥 Latest Close Data: U closed at $44.53 (+1.50% 🟢) on Aug 13, 2026, just 14.6% away from its 52-Week High of $52.15. The tape remains firmly in the bulls' control. 📈 Core Market Drivers: BofA Global Research upgraded U to "Buy" and hiked its target to $50, citing strong Q2 earnings that smashed expectations. 💰 The company reported EPS of $0.28 vs. an estimated -$0.09 and guided Q3 Strategic Revenue growth of 44%-47% YoY. Despite irrelevant A-share noise in the feed, the institutional sentiment shift is the primary catalyst. 🎮 Technical Analysis: 🚀 The rally is white-hot. Volume hit 11.53M shares, supporting the mo
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08-13 21:21
$WFC Is Back Above $89
$Wells Fargo(WFC)$ $Wells Fargo (WFC) Bounces +1.69% to $88.93: Banking Giant Tests Resistance, $92.18 Breakout Eyed 👀 Latest Close Data: $WFC closed at $88.93 (+1.69%) on Aug 13. The stock is trading -9.0% below its 52-week high of $97.76, but has broken above the recent pre-market pivot of $88.0. Core Market Drivers: Financials saw a broad lift as yield curve dynamics shifted. The strong close was fueled by a recent 11% dividend hike to $0.50/share announced in late July, signaling management confidence. Additionally, net capital inflows were positive today ($2.26B in vs $2.06B out), with large orders being net buyers. Technical Analysis: Price action is regaining momentum. The 6-day RSI jumped to 65.3 (from 50.0), reflecting strong short-term bu
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08-13 21:20
$SBUX Hovers Near $109 With Momentum Pointing Higher 🐂
$Starbucks(SBUX)$ $SBUX +1.72% Nears 52-Week Highs, Turnaround Momentum Fully Charged, $108.69 Pivot in Focus Latest Close Data: Closed at $108.49 (+1.72%), just shy of the 52-Week High of $109.23. Post-market strength hints at a breakout test. Core Market Drivers: CEO Brian Niccol's turnaround strategy is showing sustained results, with Q3 fiscal 2026 marking the fourth consecutive quarter of same-store sales growth. The company raised its full-year targets, and Deutsche Bank raised its price target to $126 (Buy rating), fueling the bullish sentiment. Technical Analysis: Volume was soft at 3.92M (Ratio 0.65), but momentum is accelerating. The RSI(6) surged to 71.90, entering overbought territory but signaling strong short-term velocity. The MACD
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08-13 21:15
$P Nears $114 as Fresh AI Contracts Fuel Another Push Higher
$Everpure(P)$ $Everpure (P) Surges +1.85% to Hit 52-Week High, Momentum Charged for $120 Target Test 🚀 📊 Latest Close Data $P closed at $111.40 on Aug 13, up +1.85%. The stock hit a new 52-Week High of $113.80 during the session, ending just 2.1% below this peak. 📈 Core Market Drivers The rally is fueled by a fresh design & supply contract with a top-5 hyperscaler and a double upgrade from Morgan Stanley (to Overweight) and Susquehanna (to Positive). Analysts cite volume-driven market share expansion in AI storage, with ~2/3 of revenue growth tied to unit sales. 📉 Technical Analysis Volume surged to 4.41M shares (Ratio 1.28), confirming strong buying pressure. RSI(6) is at 94.83, deep in overbought territory, suggesting a potential short-term pul
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08-13 20:11
$HON Finds Its Footing After the Panic Selloff
$Honeywell(HON)$ $Honeywell (HON) Bounces +2.27%: Deep Value Play Stabilizes as MACD Bearishness Fades, $219 Support Holds Firm 📈 Latest Close Data: HON closed at $235.34 on Aug 13, up +2.27%. The stock is rebounding from its multi-month low, currently trading -6.6% below its 52-week high of $252.00. After-hours momentum continued, ticking up to $235.01. 🚀 Core Market Drivers: The aerospace spillover panic is settling. After subsidiary HONA crashed ~26% last week on an earnings miss, the parent company is recovering as the market digests that the sell-off was overdone. 💡 BMO Capital recently slashed their target to $209, but Mizuho and JPMorgan previously raised targets to $265 and $262, creating a wide valuation debate. ⚖️ Technical Analysis: Volu
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08-13 19:52
💻 $CSCO Turns AI Orders Into a New Growth Story
$Cisco(CSCO)$ $Cisco Systems, Inc. (CSCO) Surged +2.86%: AI Order Boom Fuels Breakout, $130.37 High in Sight Latest Close Data: CSCO closed at $123.88 on Aug 13, surging +2.86% (+$3.45). The price is now testing the recent peak, just -4.98% below its 52-Week High of $130.37. Core Market Drivers: 📈 Blowout Q4 earnings: Revenue hit $17.3B (+18% YoY) and Adj. EPS reached $1.22 (+23% YoY), smashing estimates. 🤖 AI momentum: The company reported ~$4B in AI infrastructure orders, with hyperscaler orders seeing triple-digit growth. 📉 After-hours volatility: Despite the strong report, the stock dipped over 4% in after-hours trading as the market questioned the sustainability of AI order growth. Technical Analysis: 📊 Volume: A massive 36.22M shares traded
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08-13 19:41
$NVDA Reclaims $224 With All-Time Highs Back in View
$NVIDIA(NVDA)$ $NVIDIA (NVDA) +3.03% Rally Reclaims Key Ground, Bullish Momentum Targets $227.9 Resistance 🚀 📊 Latest Close Data: NVDA closed at $224.09, up +3.03%. The stock is decisively bouncing from its support, now trading just -5.2% from its 52-Week High of $236.54. 📰 Core Market Drivers: The AI giant surged to a 2-month high, with market cap hitting $5.44 trillion. Sentiment is buoyed by relentless enterprise AI spending and a broader tech recovery, offsetting prior macro uncertainty. 📈 Technical Analysis: Bullish momentum is accelerating. The MACD shows a strong Golden Cross with DIF at 4.32 well above DEA at 2.17, confirming the uptrend. The RSI(6) has jumped to 70.85, entering power zone but not yet overbought. Volume of 109M was solid b
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08-13 19:31
$INTC Reclaims $100 as the Foundry Bet Gets Bigger
$Intel(INTC)$ $Intel(INTC) Surges +3.32% on $15B Raise, Breaking Key $100 Pivot, $117 Resistance in Focus 🚀 Latest Close Data: Closed at $100.95, a solid +3.32% gain from $97.71. The stock is recovering from its 52-week low of $20.76 but remains -29% below its 52-week high of $142.35. Core Market Drivers: INTC announced a bold $15B equity offering to fund its costly foundry expansion, sparking initial dilution fears but ultimately seen as a catalyst for transformation. Analysts have turned bullish, with Citic Securities upgrading the stock to Buy and raising the target to $136. The market is betting on the success of its AI-driven foundry strategy. Technical Analysis: Volume exploded to 1.62亿 shares, a volume ratio of 1.61, confirming strong insti
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08-13 18:28
INFLATION IS COOLING. STOCKS ARE RISING. BUT THE FED ISN’T OFF THE HOOK YET.
Wall Street got the inflation report it wanted. But don't confuse "better" with "problem solved." July CPI came in softer, stocks moved higher, and investors breathed a sigh of relief. The bigger question is: Did inflation finally break… or are we simply getting a temporary pause? THE CPI REPORT GAVE BULLS WHAT THEY NEEDED Inflation July headline CPI rose just 0.1% month over month, bringing annual inflation down to: 3.4% vs. 3.5% in June. Core CPI also cooled: 2.5% YoY vs. 2.6% previously. That's exactly the kind of report equity investors wanted. And the market responded: Nasdaq: +0.54% $S&P 500(.SPX)$ : +0.26% The S&P 500 finished just below its recent record. Dow Jones: -0.04% AI STOCKS ADDED ANOTHER BOOST Inflation wasn't the only cat
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08-13 19:09
Event Recap | Tiger Brokers Options Seminar: A Panoramic Journey from Basics to Advanced Strategies
[Miser][Allin]Feel free to share, drop a comment, and tag your friends to watch. We'll be rewarding participants with 10–50 Tiger Coins based on engagement levels. [Introduction] On the evening of August 12, $Tiger Brokers(TIGR)$ (Singapore) Investment Representative Samuel Wong (RNF No.: WJW300873536) hosted an in-person options seminar. Designed for investors across all experience levels, the session moved from the fundamental nature of options contracts through single-leg strategies, spread combinations, and bi-directional trades, aiming to equip attendees with a systematic options framework within three hours. Below is a recap of the event's content and on-site highlights. Read more >>
TOPShyon: My biggest takeaway from the seminar is that cheap options don't mean low risk. OTM options may look attractive, but their probability of expiring worthless can be very high. Understanding Theta and IV Crush is equally important because an option can lose value even when my market direction is right. I also like the risk-first approach behind Covered Calls, Cash-Secured Puts, Wheel and Vertical Spreads. Before entering any trade, I should understand the maximum potential loss and make sure the strategy matches my market outlook and risk tolerance. Overall, I see options as a risk-management tool rather than a shortcut to quick profits. My focus is on defined risk, sensible position sizing, and knowing exactly how much I can lose before opening a position. @TigerStars @TigerClub @Tiger_comments @Tiger_SG
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08-13 18:49
Samuel Wong | Advanced Options Strategies — From Wheel to Spreads & Bi-Directional Trades
[Introduction] In the final segment of the August 12 evening session, Samuel Wong (RNF No.: WJW300873536) advanced to sophisticated strategies: how to manage risk and reduce cost through option combinations in trending and sideways markets, and how to capitalize on volatility with "bi-directional" bets. This article covers the Wheel Strategy, Vertical Spreads, and Straddle/Strangle combinations. Read more>> Samuel Wong|Options Basics — From Contract Nature to Quote Interpretation Samuel Wong|Basic Options Strategies and Risk Management — 4 Single-Leg Strategies & Case Studies [Disclaimer] The content herein is for educational purposes only
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08-13 18:42
Samuel Wong|Basic Options Strategies and Risk Management — 4 Single-Leg Strategies & Case Studies
[Introduction] Building on the basics from the previous article, Samuel Wong (RNF No.: WJW300873536) delved into four fundamental options strategies during the August 12 evening session. Through comparative case studies of three traders under different market conditions, he illustrated the profit-and-loss dynamics of option sellers versus buyers. Read more>> Samuel Wong|Options Basics — From Contract Nature to Quote Interpretation Samuel Wong | Advanced Options Strategies — From Wheel to Spreads & Bi-Directional Trades Disclaimer: The content herein is for educational purposes only and does not constitute investment advice to buy, sell, or
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08-13 18:32
Samuel Wong | Options Basics — From Contract Nature to Quote Interpretation
[Introduction] On the evening of August 12, Samuel Wong (RNF No.: WJW300873536), Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , hosted an options-themed sharing session. With over five years of cross-asset trading experience, Samuel specializes in breaking down complex derivatives concepts into practical, actionable language. This article will guide you from zero to understanding the essence of options contracts, pricing logic, and quote pages. Read more>> Samuel Wong|Basic Options Strategies and Risk Management — 4 Single-Leg Strategies & Case Studies Sa
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08-13 18:23
$Surf Air Mobility Inc.(SRFM)$ High-Risk, but an Interesting Turnaround Story Surf Air Mobility (SRFM) is one of the more interesting speculative aviation stocks I'm following. What attracts me isn't simply the low share price, but the company's attempt to build something beyond a traditional regional airline business. The development of SurfOS, together with its strategic relationship with Palantir, gives SRFM an interesting technology angle. Securing Wheels Up as its first enterprise SurfOS customer also provides some real-world validation that the software platform may eventually become a meaningful business rather than remaining just an idea. Recent results have also shown encouraging signs, including improving revenue and management's
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08-13 18:21
$INCANNEX HEALTHCARE LTD(IXHL)$ Extremely Disappointing Experience My experience with IXHL was absolutely terrible. The worst part wasn't simply watching the share price collapse — it was being caught in a reverse stock split situation where, as a retail investor, it felt like the ground could disappear beneath you overnight. When you're holding a struggling penny stock, you already accept that the investment is risky. But having to constantly worry about whether a reverse split could suddenly be announced or implemented adds another level of anxiety altogether. You go to sleep wondering what your shares are going to look like the next morning. A reverse split doesn't magically repair a failing investment. Your number of shares gets dramatically
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08-13 18:02
Singapore Stocks Just Had Their Best Month in 6 Years — But the Real Test Starts Now
👋 Hey SGX fam — if you blinked last week, you basically missed the move. The $Straits Times Index(STI.SI)$ just printed its strongest monthly gain since November 2020, cracked a fresh all-time high on Monday, and a certain shipbuilder decided to rip nearly +19% in five sessions off the back of a record earnings print. Buckle up — here's the full play-by-play, the why, and what actually matters next. 🎇The Setup: STI's Monster July (And an Even Fresher High) The $Straits Times Index(STI.SI)$ climbed +8.8% in July — its best monthly performance since November 2020. It ended the month at 5,628.50 and notched an all-time high of 5,713.19 on July 29. For the first seven months of 202
TOPI remain bullish on the $Straits Times Index(STI.SI) despite its strong run. The +24% YTD gain is impressive, but I believe the rally is increasingly backed by fundamentals — strong banks, resilient GDP growth, infrastructure investment and AI-related demand. The rotation from semiconductors into banks, REITs & industrials also shows that capital is still finding opportunities in Singapore. $YZJ Shipbldg SGD(BS6.SI)$ is a great example of this earnings-driven rally, with record H1 results and a strong order book. Going forward, I think investors will become more selective and focus on companies that can genuinely convert structural tailwinds into earnings growth. A short-term pullback would not change my bullish view. In fact, I would see any meaningful correction as an opportunity to accumulate quality names rather than a reason to turn bearish. For me, the key is to stay invested but avoid chasing stocks after sharp rallies. @SGX_Stars @Tiger_comments @TigerStars @TigerClub
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08-13 17:52
🏛️Challenge to Trump's Admin?As the White House Loses Its Messenger, 🍎Apple Hires One of Its Own
🐯Hi Tigers, 2026 is a U.S. midterm election year — all 435 House seats and 35 Senate seats are up for grabs on November 3rd. And heading into it, Trump's numbers aren't pretty: recent polling puts his approval in the low-to-mid 30s, with disapproval running as high as 57-60%, among the weakest pre-midterm standing of any president in the modern polling era. Voters are largely citing inflation and cost-of-living pressure as the top complaint, and Republicans are bracing for a rough November. There's a quiet irony in this week's news cycle. On the same days that Washington's most visible communicator is packing up her desk, $Apple(AAPL)$ is hiring someone to do exactly her job — just for a company instead of a country. 🎁Stick around
TOPI think the 2026 midterms could create some short-term volatility, especially with inflation and cost-of-living pressure still weighing on voters. However, I don’t see this as a reason to turn bearish. Political uncertainty usually fades after the election, and markets have historically performed better in the following months. Apple’s move to strengthen its Washington team also makes sense to me. With tariffs, regulation and supply-chain policy becoming more important, experienced government-relations leadership is a sensible hedge. Still, I think $Apple(AAPL)$ needs stronger earnings catalysts rather than relying on political developments. Personally, I’m staying invested and would use any election-driven pullback to accumulate quality companies. I’m more focused on fundamentals and the longer-term trend than predicting the election outcome. The post-November period could offer some interesting opportunities. @WallStreet_Tiger @Tiger_comments @TigerStars @TigerClub
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08-13 17:42
Micron Is Now in Berkshire’s Trillion-Dollar League — and Deutsche Bank Is Buying More
A few years ago, putting $Micron Technology(MU)$ and $Berkshire Hathaway(BRK.A)$ in the same market-cap conversation would have sounded almost absurd. Micron was known as a highly cyclical memory-chip manufacturer, while Berkshire became one of the world’s largest conglomerates through insurance, railroads, energy, industrial businesses and decades of capital allocation. AI has almost erased that valuation gap. Micron crossed US$1 trillion in market value for the first time in May, then briefly reached around US$1.4 trillion in June, overtaking Meta and trading above Berkshire at the time. After a volatile summer, Micron closed Aug. 12 at US$911.29, valuing the company at ro
TOPWhile Micron's shares have retreated by more than a third from their highs, its earnings per share have soared to $4.60, $12.07, and $24.67 in nearly three quarters due to explosive demand for AI High Bandwidth Memory (HBM). At present, its P/E is only about 20 times. However, this is a "commodity" profit with strong cycles. The low P/E given by the market is essentially betting that the current profit is close to the top of the cycle