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ETF_Tracker
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02-05 17:38

🚀U.S. ETF January Review: Equities Still Lead, Financials & Energy Attract Flows, Bonds Accelerate

Yesterday, we reviewed developments in the newly launched ETF market . According to publicly available data from FactSet, as of the end of January 2026, total assets under management (AUM) of U.S.-listed ETFs reached $14.1 trillion, with $174.1 billion of net inflows during the month. Although this figure declined from December’s peak, historically, a pullback from December to January is typical. What truly matters is not whether flows remain positive, but where the money is going. I. Asset Classes: Equities Still Dominate, but Bonds Are Accelerating From an asset-class perspective, January ETF flows showed a very clear contrast: Source: FactSet (as of January 31, 2026) Equity ETFs remained the primary destination for capital, attracting approximately $110.0 billion in net inflows. However
🚀U.S. ETF January Review: Equities Still Lead, Financials & Energy Attract Flows, Bonds Accelerate
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Trend_Radar
·
02-05 17:24

$UAA up 5.93% to $6.61 can bulls push past $6.70?

$Under Armour Class A(UAA)$ Under Armour, Inc. (UAA) Jumps +5.93%: Momentum Builds as Bulls Eye $6.70 Breakout Latest Close Data UAA surged to close at $6.61 on Feb 4, up +5.93% from the previous close of $6.24. The stock is now 23.6% below its 52-week high of $8.65. Core Market Drivers The strong daily move appears driven by a broader market rebound in consumer discretionary stocks. There is no major company-specific news in the feed, suggesting technical buying and a potential short squeeze as the price breaks above recent resistance. Technical Analysis The rally was supported by high volume (13.44M shares, Volume Ratio 1.25). Key indicators show strengthening bullish momentum: the 6-day RSI has spiked to 81.08, entering overbought territory, whi
$UAA up 5.93% to $6.61 can bulls push past $6.70?
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Trend_Radar
·
02-05 16:51

$MGM surges 8.08% to $36.93 short squeeze ignites eyes on $41

$MGM Resorts International(MGM)$ MGM Surged +8.08%: Short Squeeze Ignites, Eyes on $41 Breakout Latest Close Data Closed at $36.93 (ET 2026-02-04), surging +8.08% on the day. The price is now just 10.6% below its 52-week high of $41.32. Core Market Drivers Strong buying momentum likely fueled by a potential short squeeze, with recent short volume ratios exceeding 30%. Positive sentiment may also be linked to robust consumer spending trends in the travel and entertainment sectors. Technical Analysis Volume was significantly elevated at 13.04M shares (Volume Ratio: 2.81), confirming strong institutional interest. The MACD (DIF: -0.25, DEA: -0.44, MACD: +0.39) has just issued a bullish crossover signal. The 6-day RSI at 80.06 indicates the stock is in
$MGM surges 8.08% to $36.93 short squeeze ignites eyes on $41
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Shyon
·
02-04 18:12
I pick B. After the violent drop-and-rebound we just saw, I think gold is more likely to digest gains rather than trend hard in one direction into Friday’s close. The market feels nervous rather than confident, which usually leads to choppy, range-bound trading. The recent move looks driven more by forced position unwinds, margin pressure, and headline risk than fresh conviction buying. While geopolitical tension and Fed uncertainty still support gold structurally, the sharp rebound above $5,000 likely pulled forward short-term demand and limits immediate upside. In this environment, I expect large intraday swings but a relatively contained weekly close, with $5,000 as key resistance and $4,800 as near-term support. Longer term I remain constructive on gold, but in the short term, consoli
I pick B. After the violent drop-and-rebound we just saw, I think gold is more likely to digest gains rather than trend hard in one direction into ...
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Lanceljx
·
02-04 18:18
Advanced Micro Devices: Guidance in Context Guidance Summary AMD reported above-consensus revenue and EPS for its latest quarter, with data-centre revenue of around $5.4 billion.  For Q1 2026, guidance was roughly $9.5 billion to $10.1 billion (midpoint of about $9.8 billion), slightly above Street expectations but down sequentially from Q4.  Market Reaction Investors focused on the sequential decline in anticipated quarterly sales as a signal that the AI hardware build-out, while intact, might be normalising after a peak cadence of orders. The stock’s downward move reflects this recalibration rather than a fundamental earnings miss.  The guidance, though slightly below the most bullish forecasts, was nonetheless in line with analyst estimates and represented a conservative
Advanced Micro Devices: Guidance in Context Guidance Summary AMD reported above-consensus revenue and EPS for its latest quarter, with data-centre ...
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Lanceljx
·
02-04 18:21
Here are the major developments around Alphabet Inc. ahead of its earnings release on 4 February 2026, focusing squarely on your questions about AI momentum, Google Cloud, and competitive pressures on margins. The consensus view heading into the print reflects strong fundamentals mixed with heightened expectations and execution risk.  Can AI Momentum Meaningfully Reaccelerate Google Cloud Growth This Quarter? Yes — but with important caveats. • AI-driven demand is supporting robust Google Cloud expansion. Consensus estimates before the earnings release project ~34 – 36 per cent year-on-year Cloud revenue growth in Q4, with approximately $16 billion in sales, signalling continued acceleration. This is notable given the hyper-competitive landscape against AWS and Azure.  • Cloud ba
Here are the major developments around Alphabet Inc. ahead of its earnings release on 4 February 2026, focusing squarely on your questions about AI...
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Mkoh
·
02-04 21:45
Investment Analysis: Is Anthropic Breaking the Software Business? Let's get real about this: Anthropic is legitimately shaking the foundations of the traditional software business, and the market's violent reaction over the past few days proves it. No sugarcoating—Claude Cowork's plugins (dropped on January 30) just triggered one of the ugliest sector sell-offs we've seen in years, wiping out an estimated $285 billion in combined market value from software, legal tech, professional services, and related names in a single brutal session, with the pain spilling into a second day.The numbers don't lie: Thomson Reuters plunged 15-18% (its worst single-day drop ever), RELX down 14%, Wolters Kluwer around 13%, LegalZoom getting hammered nearly 20%. Even broader plays like Sage, Pearson, Experian
Investment Analysis: Is Anthropic Breaking the Software Business? Let's get real about this: Anthropic is legitimately shaking the foundations of t...
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Shyon
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02-04 21:57
I’m staying firmly bullish on the AI and semiconductor theme. AI is no longer a “future story” — it’s already being embedded across cloud, enterprise software, manufacturing, healthcare, and consumer applications. From training to inference, the compute demand curve is still moving up. Semiconductors sit right at the heart of this cycle. Advanced logic, memory, networking, & packaging are all benefiting as AI workloads become larger, faster & more specialized. Even with short-term volatility, the long-term trend of higher compute intensity per dollar of GDP looks intact, and that supports sustained demand for chips across the stack. What keeps me confident is that this isn’t just hype-driven spending — companies are now focused on efficiency, ROI, and real deployment. That shift f
I’m staying firmly bullish on the AI and semiconductor theme. AI is no longer a “future story” — it’s already being embedded across cloud, enterpri...
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Shyon
·
02-05 00:26
I’m going with C — both go up 📈. The STI just printed a fresh intraday high, and when index momentum is strong, large-cap names reporting earnings tend to benefit from passive and rotational flows, regardless of individual narratives. For $SGX(S68.SI)$ , expectations are undeniably high, but volume expansion ahead of earnings suggests positioning rather than distribution. As long as derivatives activity and data services show steady growth, the market may be willing to defend the premium valuation, at least in the near term. For $Keppel(BN4.SI)$ , the AI infrastructure angle is gaining credibility. While Bifros
I’m going with C — both go up 📈. The STI just printed a fresh intraday high, and when index momentum is strong, large-cap names reporting earnings ...
TOPcow7896: why got profit, share still go down
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Shyon
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02-05 00:49
From my perspective, this isn’t “software is dead” — it’s the market aggressively repricing which software actually has a moat. The narrative flipped fast, and crowded positioning made the selloff look brutal. This feels more like fear-driven de-rating than fundamentals suddenly breaking. $Wal-Mart(WMT)$ hitting $1 trillion makes sense because AI is amplifying businesses with physical scale and operational complexity. AI turns Walmart’s logistics and supply chain into real profit leverage, while many software companies now have to prove they’re essential, not optional. So I lean toward B: this is an overreaction, not the end of software. But the
From my perspective, this isn’t “software is dead” — it’s the market aggressively repricing which software actually has a moat. The narrative flipp...
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koolgal
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02-05 04:59
🌟🌟🌟I am most bullish on AI & Semiconductors because this isn't a theme anymore.  It is the bloodstream of the entire global economy.  Every industry - Finance, Healthcare, EVs, Defence , Consumer Tech - runs on silicon & compute. 2026 is shaping up to be the year where: AI models get bigger, hungrier & more expensive. Data centers explode in capacity. Chip supply chains tighten. Companies that build the picks & shovels of this AI Gold Rush become the winners. This is the one sector where demand isn't just strong. It is insatiable. Let's be honest - AI & semiconductors are the only sector where companies can say "We are raising Capex by another USD20 billion" & investors say "Great job". If every other sector tries that, the market faints like a Victorian
🌟🌟🌟I am most bullish on AI & Semiconductors because this isn't a theme anymore. It is the bloodstream of the entire global economy. Every industry ...
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koolgal
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02-05 05:46
🌟🌟🌟The market is currently witnessing a fundamental shift as the traditional software sector faces a decoupling from the new AI driven economy. Mid tier companies like AppLovin and Unity are struggling against the "death loop" created by generative AI tools like Anthropic's Claude.  Claude is increasingly automating mid level knowledge workflows.  The reasoning is that if  a software only automates a workflow that an AI agent can do it for free, the business model is walking the plank. However $Palantir Technologies Inc.(PLTR)$ is gaining traction because it isn't just a tool.  Palantir  is the operating system for the AI era.  While others are being replaced by AI, Palantir's AIP or Artificial Intelligence Platform
🌟🌟🌟The market is currently witnessing a fundamental shift as the traditional software sector faces a decoupling from the new AI driven economy. Mid...
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koolgal
·
02-05 06:42
🌟🌟🌟Michael Burry of Big Short fame is back in the news.  This time his warning of a potential Bitcoin crisis, lands squarely on $Strategy(MSTR)$ . MSTR reports its earnings on February 5.  This isn't just another quarterly update.  It is a referendum on the entire Bitcoin as a corporate strategy thing.  The timing comes at a time when Bitcoin has dropped by 40% from its all time high in October 2025. MSTR isn't a software company anymore.  It is a leveraged Bitcoin amplifier.  Today's earnings will reveal whether that empire is built in conviction or whether the balance sheet is starting to feel the strain of being tied to Bitcoin's movement. If Bitcoin holds steady , Michael Saylor's narrative strengthens.  If

【🎁有獎話題】大空頭Burry警告BTC危機!MSTR加密帝國岌岌可危?

@Crypto加密虎
小虎們,黃金與白銀在經歷上週五的暴跌後,近兩個交易日開始小幅反彈,但是比特幣等加密貨幣行情依舊冷淡,比特幣更是跌破了2025年4月特朗普發動關稅戰時創下的階段低點(74,543美元)。[Facepalm] 在看空AI領域後,大空頭Michael Burry也將目光瞄準了比特幣,MSTR的加密帝國是否岌岌可危呢?[OMG] Burry:若BTC再跌10%,將引發「災難後果」! 根據CoinGlass數據顯示,昨日美股午盤時段,加密貨幣一度跌破7.3萬美元,跌幅近8%,刷新了2024年11月特朗普贏得美國總統大選後的低位,同時也在2025年10月創下高點以來累計跌超40%。以太坊跌幅更加明顯,一度跌破2110美元,刷新了2025年5月以來的低位。最近24小時,全球共有超過16.1萬人被爆倉,爆倉總金額超7億美元。[Spurting] 雖然比特幣隨後接連修復7.4萬和7.6萬美元兩個整數關口,但今年以來已經跌超15%,加密寒冬「雖遲但到」,情緒已經跌至谷底,Tiger Trade中「恐貪指數」目前已經跌到13,為「極度恐慌」狀態,有分析師表示加密市場正在以「熊市模式」交易。[Cry] 截至目前,比特幣24小時跌超2%至7.64萬美元,以太坊24小時跌超1.4%至2270美元,SOL跌超5%,HYPE跌超10%,BNB等加密貨幣均有不同程度下跌,小虎們要注意風險與倉位管理哦~~~[Surprised] 比特幣等加密貨幣持續大跌 圖源:CoinGlass 而此前沽空了英偉達和甲骨文的「大空頭」Michael Burry,最近將目光瞄向了加密貨幣,他在最新文章中警告稱,比特幣目前已經跌了40%,如果繼續下跌,則對於過去一年不斷囤幣的數字資產公司造成永久性的傷害(其實就是明確點名MSTR與BMNR等)!此外,他認為比特幣已經被證明是「純粹的投機性資產」,不能成為像貴金屬等對衝工具。[Wo
【🎁有獎話題】大空頭Burry警告BTC危機!MSTR加密帝國岌岌可危?
🌟🌟🌟Michael Burry of Big Short fame is back in the news. This time his warning of a potential Bitcoin crisis, lands squarely on $Strategy(MSTR)$ . M...
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Mkoh
·
02-05 09:49

Have the Magnificent Seven Destroyed Index Investing?

In the world of investing, index funds have long been hailed as the epitome of simplicity and safety. By tracking broad market indices like the S&P 500, they offer diversification across hundreds of companies, theoretically spreading risk and capturing the overall market's growth. However, the rise of the "Magnificent Seven" (Mag 7)—Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla—has sparked intense debate. These tech behemoths have dominated market performance in recent years, but their outsized influence raises a critical question: Have they undermined the very foundation of index investing by turning diversified funds into concentrated bets on a handful of stocks? The Rise of the Mag 7 and Market ConcentrationThe Mag 7's ascent began in earnest during the AI boom of the
Have the Magnificent Seven Destroyed Index Investing?
TOPzippyzo: Mag 7's weight is heavy, but indexes still work. Add small caps for balance.[看涨]
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Shyon
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02-05 10:56
My stock in focus today is $Alphabet(GOOGL)$ after a strong earnings report that confirms its AI strategy is delivering. The company plans to double 2026 capex to $175–185 billion, showing confidence in long-term growth as Gemini 3 drives real monetization across Search, Cloud, and YouTube. The Gemini ecosystem has reached scale, with over 750 million MAUs and unit costs down 78% vs 2025, a key margin inflection. Gemini 3 Pro is best-in-class in reasoning and multimodal AI, while the Antigravity AI agent platform hit 1.5 million weekly users just two months after launch. AI is reinforcing Google’s core moats. Search revenue grew 17%, Google Cloud surged 48% with $240B backlog, and YouTube generates $60B+ annually. With early adoption of NVIDIA
My stock in focus today is $Alphabet(GOOGL)$ after a strong earnings report that confirms its AI strategy is delivering. The company plans to doubl...
TOPBonnieHoyle: Fantastic results from Google! AI strategy truly delivering, capex boost shows confidence.[看涨]
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Macquarie Warrants Singapore
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02-05 11:07

SingTel and KKR partner to acquire STT-GDC

💫This week, $Singtel(Z74.SI)$ shares experienced a significant rally on 3 Feb, surging as much as 5.2% to S$4.88, marking the stock's biggest one-day gain since early November and reaching a near three-month high 📊The rally was also on the back of trading volume that was quadrupled its 20-day average 📈SingTel’s outperformance helped lift the Straits Times Index to a new all-time high of 4,944.09 points on Wed (The Business Times) 🤝SingTel’s share price surge was primarily driven by news that a KKR-led consortium with Singtel will fully acquire ST Telemedia Global Data Centres (STT GDC) 📰This news was officially announced by SingTel in an pre-market announcement yesterday ✍Macquarie Research (MQ) analyses the deal and financials of STT-GDC and re
SingTel and KKR partner to acquire STT-GDC
TOPEllisBird: SingTel's surge is solid! Bullish on the deal.[看涨]
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koolgal
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02-05 12:34
🌟🌟🌟Gold never moves in straight lines & right now it is trading inside a pressure cooker of geopolitics, liquidity shifts and fear premium. My pick is B - Flat to slightly up USD 4800 to 5000. Why? Geopolitical tension is already priced in.  The Trump Iran rhetoric has pushed gold sharply higher but markets tend to pause after the first fear spike.  The safe haven bid stays alive but the panic premium cools. Liquidity stays supportive.  With US deficits ballooning and bond yields struggling to stay positive, Gold has support. Momentum is stretched.  After a strong run, Gold often consolidates as traders take profit and funds rebalance. In short , you have Gold holding its gains, maybe nudges higher but doesn't yet have the catalyst for a clean breakout above USD 50
🌟🌟🌟Gold never moves in straight lines & right now it is trading inside a pressure cooker of geopolitics, liquidity shifts and fear premium. My pick...
TOP1PC: Nice Sharing 😊 @JC888 @Barcode @Aqa @Shernice軒嬣 2000 @Shyon @DiAngel
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koolgal
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02-05 13:11
🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal show me moment for Big Tech.  While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. Google's earnings report showed that it is benefiting from its long term AI integration.  However the cost is substantial. The Harvest: Google Cloud increased 48% as AI workloads grew.  It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises. The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending. The
🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal...
TOP1PC: Nice Sharing 😁$2 above my prediction [LOL] Good Luck 🤞 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon
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koolgal
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02-05 13:34
🌟🌟🌟 $Amazon.com(AMZN)$ finds itself caught in the Bullwhip Shadow.  This is the sting of over ordering inventory.  In 2026 it is the fear of over ordering data centers. The Capex Binge: Amazon is expected to increase capex exceeding USD 150 billion.  After Google was punished for its USD 175 B+ forecast, investors are concerned that Amazon is overspending in Capex. CEO Andy Jassy needs to prove that the massive billions being spent on AI infrastructure are actually hitting the bottom line now, not in 2028. Amazon must deliver in 3 areas: AWS needs to show growth of 21% or higher.  Anything less, the AI laggard label returns with a vengeance. The Margin Magic: Analysts are looking for EPS of USD 1.97.  If the Bullwhip effe
🌟🌟🌟 $Amazon.com(AMZN)$ finds itself caught in the Bullwhip Shadow. This is the sting of over ordering inventory. In 2026 it is the fear of over ord...
TOPJulianAlerander: That capex binge is scary, mate AWS needs to smash 21% or it's all over.[看跌]
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Macquarie Warrants Singapore
·
02-05 15:24

Post-results movers: Keppel surges 5%; SGX falls 1.5%

🔝 $Keppel(BN4.SI)$ call warrants $KeppelMBeCW260330(MXDW.SI)$ are amongst this morning's top warrant performerswith gains between 38% to 41% after Keppel shares surged as much as 5.3% to$11.53 this morning. Macquarie has no put warrants tracking Keppel. 📢Before market open this morning, Keppel posted net income of S$789 million in 2025, a 16% decrease from a year earlier, and missed the S$857 million average of 11 analyst estimates polled by Bloomberg ✍The lower than estimated income stemmed from an accounting loss of SGD 222 million from the sale of M1 in August 2025 ↗Revenue rose about 3% to SGD5.98 billion, missing the Bloomberg consensus projection of SGD 6.64 billion, although the firm generated
Post-results movers: Keppel surges 5%; SGX falls 1.5%
TOPfeelond: Keppel's special div surprise lifted it big! SGX dip could be a chance to buy low.[看涨]
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