CommunityConnect with experts, uncover more opportunities
599
General
ATM228
·
08-07
Comment
Report
891
Selection
Ah_Meng
·
08-07

Dr. Copper quietly made New All Time High

"This is not the end... it is not the beginning of the end. It is perhaps the end of the beginning..." (Winston Churchill, 10 Nov 1942 While everyone was debating and watching AI and some SpaceX, copper has in the middle of this week hits its ATH (All Time High)! Not a significant event for the retailers. It is one of the many commodities after all. In recent years, some members of this group have another name, known as “critical metals”. In another couple of years, perhaps they could be called “gemstones” for all I know. People who have read my articles would know that I am fan of many of these “gems”, such as copper, silver, gold or platinum. Besides the reasons for the surge, I will shared some copper miners here for interest. Bear with me, I will use more pictures than words for this s
Dr. Copper quietly made New All Time High
TOPjinglese: I bought the copper move early, and yeah the tariff arb is the real fuel here. Silver probably follows, but copper still leads imo
1
Report
693
General
JC888
·
08-07
SPCX did not crash on Thu, 6 Aug 2026, despite an unlock of roughly 911.5 million insider shares worth over $100 billion. Its becos market had already priced in the anticipated selling pressure, the release was only a partial 20% staggered tranche, and aggressive dip-buying along with short-covering easily absorbed the new supply.  In fact, the stock rose over 6% during the session.

SPCX falls further after Earnings out !

@JC888
Now that $SpaceX(SPCX)$ Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click here ! for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite
SPCX falls further after Earnings out !
SPCX did not crash on Thu, 6 Aug 2026, despite an unlock of roughly 911.5 million insider shares worth over $100 billion. Its becos market had alre...
TOPAdairHoratio: I had bids in before the open lol textbook squeeze setup. 20% tranche and it still got absorbed, who is still expecting a real flush here
2
Report
1.26K
General
Shyon
·
08-07

AI Stocks: Buy the Dip or Run for the Exit?

The AI Rally Is Being Repriced The recent sell-off in technology stocks has definitely made investors nervous. When names like Micron, $SanDisk Corp.(SNDK)$  andfall more than 40%–50% from their recent highs, it is easy to ask: Is the AI boom finally coming to an end? Personally, I don't think so. I see this more as a major reset in expectations, valuations and positioning after an exceptionally strong AI rally. The key question is no longer simply whether AI will grow, but which companies can turn massive AI spending into sustainable revenue, earnings and free cash flow. From"Buy AI" to "Prove It” The market has changed significantly. Earlier in the AI rally, almost anything related to semiconductors, data centers or AI infrastructure c
AI Stocks: Buy the Dip or Run for the Exit?
TOPJackPowell: I already bailed on Nvidia, this still feels like a demand air pocket. If orders slow even a bit, who eats the inventory risk first?
4
Report
1.31K
General
ATM228
·
08-07
Comment
Report
1.34K
General
Shyon
·
08-07
I don't think the recent tech sell-off means the AI bubble is bursting. To me, this is more of a reset in valuation and expectations after a massive rally. I remain bullish on the long-term AI trend, but I'm becoming more selective: $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ remain attractive due to their strong competitive positions, while $Micron Technology(MU)$ offers long-term HBM and memory exposure but comes with higher cyclicality. I prefer to buy gradually rather than trying to call the exact bottom, and I'm especially cautious with leveraged ETFs because
I don't think the recent tech sell-off means the AI bubble is bursting. To me, this is more of a reset in valuation and expectations after a massiv...
TOPgogogoFor: I cleared the leveraged stuff and only scale into NVDA and TSM now. Learned that lesson the hard way lol, you touching MU here too or just the cash flow names
4
Report
630
General
Shyon
·
08-07
I lean toward B — the Hormuz talks could stall over the blockade issue. Markets initially priced in the reopening headline, but Iran’s tougher conditions make a full resolution uncertain. If talks fail, oil could rebound quickly, so I expect continued volatility rather than a straight-line decline. For me, this is also a Fed and rates story. Softer jobs data and lower oil could strengthen Fed-cut expectations, supporting GLD and TLT while pressuring the dollar. I’m watching USO/XLE alongside GLD/TLT to see whether markets are pricing genuine disinflation or just another temporary geopolitical swing. I would avoid chasing the headline and wait for confirmation. If workable terms are reached and oil stays lower, the easing-inflation narrative becomes stronger. Until then, the actual agreeme
I lean toward B — the Hormuz talks could stall over the blockade issue. Markets initially priced in the reopening headline, but Iran’s tougher cond...
TOPHenryHoward: I sold the oil long and I'm still waiting on confirmation. Feels like GLD and TLT are the cleaner read here than USO alone — jobs data probably matters more than the headline now, no?
2
Report
286
General
jes h
·
08-07
Comment
Report
496
General
Trend_Radar
·
08-07

$U Eyes $52 After Earnings

$Unity Software Inc.(U)$ $Unity Software Inc. (U) Rockets +15.05%: AI-Powered Ad Engine Ignites Breakout, Eyes $52 High 🚀 Latest Close Data: U closed at $40.81 on Aug 7, 2026, exploding +15.05% with a massive volume of 41.04M shares. The price is now ~21.7% below its 52-week high of $52.15, setting the stage for a major recovery rally. 📈 Core Market Drivers: The surge was fueled by a blowout Q2 earnings beat and soaring guidance. Revenue crushed consensus on the back of the AI-driven Vector ad platform, while the extended Meta VR partnership reaffirmed its dominance in real-time 3D content. 📰 Technical Analysis: Volume exploded to 41.04M, a staggering 3.14x the average, confirming heavy institutional accumulation. The RSI(6) spiked to 88.6, entering
$U Eyes $52 After Earnings
Comment
Report
8.32K
Selection
JC888
·
08-07

GS Sees Something in MSFT, We’re Missing?

Artificial intelligence (AI) evolution has entered a new phase. For the past 2 years, investors rewarded companies supplying the picks and shovels of the AI revolution, from semiconductor makers to networking equipment suppliers. This would include familiar names like - $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, $Cisco(CSCO)$ etc… While that aspect of spending spree is not ending anytime soon, focus has begun to shift.  The Shift. MSFT’s recent fiscal Q4 results, suggest the more important question is evolving and that is “can companies convert AI infrastructure spending into recurring, measurable enterprise revenue”? It’s true that businesses
GS Sees Something in MSFT, We’re Missing?
TOPsnoozii: Just went through Q4 again, and AI revenue conversion matters more than capex growth now. I’d wait for a pullback before opening MSFT here, agree?
13
Report
12.91K
Selection
WallStreet_Tiger
·
08-07

Hormuz Deal Reached, Yet Oil Just Jumped 4%: Did Markets Price Peace Too Early?

Hi Tigers 🐯, Oil is sending two different signals in the same week. First it fell for three straight sessions as headlines announced an Iran-Oman framework to reopen the Strait of Hormuz. Then, within 24 hours, it reversed and jumped over 4% on reports that Iran's actual terms are far stricter than markets assumed. That raises an obvious question: If a deal has been reached, why is oil still this volatile? The answer is that markets rallied on the headline, not the fine print — and the fine print just arrived.🐯🪙 Read to the end and join the discussion — thoughtful market insights may receive Tiger Coins! 1.What Actually Happened This Week The transmission mechanism traders were betting on looked like this: Strait of Hormuz reopens → oil supply risk falls → energy costs fall → inflation pre
Hormuz Deal Reached, Yet Oil Just Jumped 4%: Did Markets Price Peace Too Early?
TOP北极篂: In my opinion, the additional conditions put forward by Iran mean that there is still uncertainty before the agreement is actually implemented, so there is a high probability that oil prices will maintain high volatility in the short term, rather than unilaterally rising or falling. At the same time, if U.S. employment continues to slow down and inflationary pressure gradually eases, even if oil prices rebound in stages, the Fed's policy may still be loose, which will limit the strength of the U.S. dollar and continue to support the performance of gold and long-term U.S. debt.
11
Report
20.34K
Selection
MillionaireTiger
·
08-07

[Winning Trade] DBS Hits Record High — Tiger Makes S$829K. Still Worth Holding?

DBS just delivered another record quarter — and one Tiger is sitting on a massive S$829,377 profit $DBS(D05.SI)$ Singapore’s largest bank reported record earnings, raised its full-year outlook and sent its shares to all-time high. But after gaining more than 30% this year, the bigger question is whether there is still room to run. Congratulations to @Puts puts puts , who made S$829,377 holding DBS! DBS reported second-quarter net profit of S$3.08 billion, up 9% from a year earlier and above market expectations of around S$2.9 billion. Total income rose 6% to a record S$6.09 billion, marking the first time quarterly revenue crossed S$6 billion. The S$1 Trillion Wealth Bet The key takeaway fro
[Winning Trade] DBS Hits Record High — Tiger Makes S$829K. Still Worth Holding?
Comment
Report
2.27K
Selection
koolgal
·
08-03

From Penniless to Powerhouse: Can Forrest Li's 3 Headed Dragon Launch SEA Ltd to New Heights?

🌟🌟🌟 $Sea Ltd(SE)$  $Sea US SDR 50to1(UGGD.SI)$ upcoming earnings report on August 11 2026 is the ultimate make or break moment for South East Asia's biggest tech juggernaut.  Wall Street is buzzing with anticipation.  The stock is currently marked as a Moderate Buy and analysts are projecting a massive 45% upside with a Target Price of USD 155.54. At the heart of this empire is a captivating story of visionary ambition, led by Founder and CEO Forrest Li.   Forrest Li was once an ordinary graduate who arrived in Singapore with a substantial student debt and just a few dollars in his pocket.  He named himself "Forrest" after watching Forres
From Penniless to Powerhouse: Can Forrest Li's 3 Headed Dragon Launch SEA Ltd to New Heights?
TOP1PC: Nice Sharing 😁 @Shyon @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
6
Report
1.45K
General
zhingle
·
08-07
📉 Tech Stocks: Buy the Dip or Run for the Exit? The recent tech selloff has definitely shaken investor confidence. With KOSPI plunging 43.9%, ChiNext falling 27.9% and the Nasdaq dropping 10.2%, the question is no longer simply whether AI is the future. The real question is: How much of that future has already been priced into today’s stock valuations? 🤔 Some of the biggest AI-related names have been hit especially hard. Micron fell 41.2%, SanDisk 57.6% and SpaceX 52.6% according to the campaign figures. That kind of drawdown makes it tempting to either panic-sell or aggressively buy the dip. Personally, I think neither extreme is the right approach. I see this more as an AI valuation reset than the end of the AI cycle. 🤖 AI demand is still real — but expectations have changed One of the b
📉 Tech Stocks: Buy the Dip or Run for the Exit? The recent tech selloff has definitely shaken investor confidence. With KOSPI plunging 43.9%, ChiNe...
TOPvippy: I got out after earnings and still think capex payback is the problem. If AI spend stays huge but profits lag, why wouldn't multiples compress more?
1
Report
739
General
DengDeng
·
08-07
Comment
Report
1.15K
General
DengDeng
·
08-07
1
Report
980
General
SarahDeeDee
·
08-07
Comment
Report
1.19K
General
Soyabean89
·
08-07
Comment
Report
1.36K
General
SGX_Stars
·
08-06
Comment
Report
1.47K
General
Shernice軒嬣 2000
·
08-06

Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash

New AI Storage Architecture Takes Shape! $SK hynix(SKHY)$   and $SanDisk Corp.(SNDK)$  Announce the First Standard Specification for HBF Major South Korean memory manufacturer SK Hynix, in partnership with SanDisk, has officially released the first standard specification for High Bandwidth Flash (HBF), a next-generation storage technology. Positioned as a novel storage tier between HBM and solid-state drives (SSDs), HBF delivers high-speed data transfer capabilities similar to HBM while significantly expanding storage capacity through NAND flash memory. Driven by the widespread adoption of AI inference and skyrocketing data processing demands, its advantages of high bandwidth and scalable c
Bridging HBM and SSDs: SK Hynix & SanDisk Launch Open Standard for High Bandwidth Flash
TOP1PC: Nice Sharing 😁 @JC888 @Shyon @DiAngel @Aqa @Barcode @koolgal
1
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24