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Marktomarket
·
08-24

Four Raises in One Week. The First One Is Already Below Its Placement Price

Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;
Four Raises in One Week. The First One Is Already Below Its Placement Price
TOP苏36: Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the "toll collector," but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]
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K_CDG
·
08-21
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961
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StayClose
·
08-21
$Direxion Daily TSLA Bull 2X Shares(TSLL)$  $Tesla Motors(TSLA)$   Made this trade using CBA (Cash Boost Account) @Tiger_Contra  @TigerStars  @CashBoost  @Tiger_CashBoostAccount   Support / Resistance 📈📉: Support: $348-351, $337, $328-330, $318 Resistance: $348-$351, $364, $374 Outlook 📝: TSLA opened above $348 today. Seems like TSLA is holding $48-351, thus we may be heading in for more short term upside towards $364. If TSLA manage to break
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using CBA (Cash Boost Account) @Tiger_Contra @TigerStars @CashBoost...
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1.11K
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MojoStellar
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08-21
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KK2021
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08-22
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1.09K
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JupiterNMars
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08-22
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1.15K
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Jontrade
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08-22
$SNDK 20260918 800.0 PUT$ decided to see whether I will be assigned to close while I went to sleep. Still thankful for the good profit. 
$SNDK 20260918 800.0 PUT$ decided to see whether I will be assigned to close while I went to sleep. Still thankful for the good profit.
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1.44K
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沃伦老巴
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08-22
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1.73K
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Connie80
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08-23
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1.05K
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CS88
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08-24
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937
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老鼠林
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08-24
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dnp
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08-24
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Trend_Radar
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08-24

$ORCL Jumps 3.1% on Cloud Capex Revival

$Oracle(ORCL)$ $Oracle (ORCL) +3.10% Bounce Off Support, Cloud & AI Momentum Building Toward $177 Resistance Latest Close Data 📊 ORCL closed at $146.47 on Aug 24, 2026, up +3.10% (+$4.40) from yesterday's $142.07. The stock sits 57.6% below its 52-week high of $345.72, but has rebounded +27.9% from the 52-week low of $114.50. After-hours price: $145.37. Core Market Drivers 📰 Oracle's AI infrastructure narrative is regaining traction after July's selloff. The expanded Google Cloud Gemini partnership announced July 30 continues to support OCI's multi-cloud AI positioning. Broader cloud capex sentiment improved after CoreWeave's strong earnings and guidance. Technical Analysis 📈 Volume: 19.64M shares traded, Volume Ratio 0.95 — slightly below ave
$ORCL Jumps 3.1% on Cloud Capex Revival
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