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09-24
$IX Biopharma(42C.SI)$ 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
TOPdoozi: Phase 3 is the whole bet here. Revenue math means little if Wafermine stalls at trial or licensing drags
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09-24
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
TOPThat 48% above the 200-day is the part I care about more than the headline high. Cash-secured puts still work, but only if you respect how narrow this tape really is
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09-24
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.
TOPHBM4 yield ramp and the timing of Nvidia's next platform matter more here than another DRAM leg up. If gross margin stays firm while bit shipments scale, the story gets a lot cleaner
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09-24
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
TOPHBM share is the missing piece here. Micron still needs cleaner progress on stack complexity and yields, and that probably matters more for margins than raw wafer capacity.
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09-24
SGX Daily Top Movers (24-9-2026): D05, O39, U11, Z74, BS6, S63, C38U, S68, A17U & C6L lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $ST Engineering(S63.SI)$ $CapLand IntCom T(C38U.SI)$ $SGX(S68.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $SIA(C6L.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $YZJ Shipbldg SGD(BS6.SI)$
TOPA17U making the 52-week low list stands out. For a REIT, yield still needs to clear the rate pressure properly. Is the dividend attractive enough here
4.39K
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09-24
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
TOPNice Sharing 😁 @DiAngel @JC888 @Barcode @Shyon @Aqa @Shernice軒嬣 2000
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09-24
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
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09-24
[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
TOP🌟There is a quiet yet profound beauty in the way the Moon connects us across space & time. Tonight, as the full moon reaches its brightest & most complete circle, millions of people look up at the exact same light, sharing an unspoken bond that has tied generations together for thousands of years. At its deepest heart, the Mid Autumn Festival is a celebration of the harvest of life - Family, Gratitude & the enduring power of Reunion. The Mooncake is far more than a sweet indulgent treat. It is a rich tapestry of meaning packed into a single pastry: Completeness: The roundness of the Mooncake mirrors the full Moon, representing Harmony, Unity & Family Love. Sharing: Slicing the Mooncake into wedges signifies that no matter how far we wander we are all part of the same whole. Golden Yolk: This represents the full moon - a beacon of Brightness & Prosperity. Wishing all my Tiger Friends Success & Prosperity & Growth😍🌈💰 @TigerEvents @TigerStars @Tiger_SG @Tiger_comments
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09-24
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
TOPAll 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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09-24
Bitcoin’s Bull Market Has Begun,Establishing a $250,000 Cycle Target by 2029
Bitcoin (, BUY) $Bitcoin(BTC.USD.CC)$ $Grayscale Bitcoin Mini Trust(BTC)$ $BTC Digital(BTCT)$ $Grayscale Bitcoin Trust(GBTC)$ - Bitcoin’s Bull Market Has Begun; Establishing a $250,000 Cycle Target by 2029 Tiger Research believe Bitcoin has entered a new bull-market regime and maintain BUY and establish a $250,000 cycle target to be reached by 2029 or earlier, implying approximately 190% upside from the latest price near $86,100. “Higher lows, higher highs and recovery above key investor cost bases support moving beyond our July late-bear-market assessm
TOPBitcoin's bull case is becoming less about hype and more abouthow the market reacts to bad news. The Fed just hiked rates, the CLARITY Act stalled, and BTC still recovered towards $87K. More importantly, US spot Bitcoin ETFs recorded five straight inflow sessions, including nearly $999M on September 21. That tells us something important: buyers are increasingly willing to absorb macro and regulatory shocks. Tiger Research's $250K target by 2029 is therefore interesting not because $250K sounds exciting, but because its framework is based on Bitcoin's expanding monetary role, investor cost bases and its valuation relative to gold. But the key risk remains liquidity. If yields keep rising and ETF flows reverse, the bullish structure could be tested again. For me, the next question isn't "Can BTC reach $250K?" It'swhether Bitcoin can turn the $80K–$85K zone into long-term support. @Capital_Insights [贱笑]
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09-24
Big Options Bets: Gold’s Defense Moves Up, Bitcoin’s 85K Put Signals Potential Regime Shift📈
A large 85,000 Bitcoin put order hit the market, while Gold’s defensive floor moved higher. Is the market about to turn? The option changes on September 22 show that open interest in Gold calls continued to expand. In Silver, traders maintained upside exposure at higher strikes while accelerating purchases of downside protection. In Bitcoin, however, new positions on both sides remained too small to be meaningful. This suggests that expectations for further upside in precious metals have not disappeared, but protection against pullbacks and volatility is becoming more expensive. Gold: Calls Still Dominate as Defensive Positioning Moves Higher Gold call open interest increased by a net 8,354 contracts, exceeding the 6,116-contract increase on the put side. Total call open interest stood at
TOPGold still looks firm, but I care more about whether those deep OTM 3700 puts stop building. That is when the bull case feels cleaner
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09-24
$GOOG, $TSLA and $META Flash Different Setups as Bollinger Bands Stretch
Three mega caps, three slightly different setups. 👀 🔵 $Alphabet(GOOG)$ Price breached the upper Bollinger Band, which often brings a pullback or mean reversion into play. There’s still unfinished business around $330, while the stock is sitting in an oversold/discounted setup according to this framework. 🎯 That puts $330 on watch as a potential level for the next move. ⚡ $Tesla Motors(TSLA)$ Tesla is showing a setup similar to the $AAPL shooting star we discussed yesterday. Price pushed through the upper Bollinger Band, but the candle structure shows indecision rather than clean continuation. If the reversal pattern plays out, $363 becomes the first downside level to watch. 🟣
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09-24
NVDA Weak valuation - Opportunity or Trap?
Do you believe that $NVIDIA(NVDA)$’s sinking stock valuation is sending a warning signal about the chipmaker’s prospects to maintaining its booming profit growth ? Do you think this is true ? Let’s find out. Valuation Paradox: Cheap Price vs High Growth NVDA’s stock is currently priced cheaply relative to its earnings, dropping to less than 17x its expected profit for the coming year. To put the drop into perspective, the stock's price multiple was twice as high in 2025, even though company's financial growth was slower back then. (see below) Additionally, that valuation has fallen significantly from more than 25x estimated earnings as recently as May 2026. Management’s View: Misunderstood & Mispriced The gap between (1) NVDA's strong business
TOPOn Wed, NVDA fell approx. -1.4% to $225.51 - snapping a 6-session winning streak. Rising treasury yields of 10Y, 20Y & 30Y are all above 5% level, US broader market dip on inflation fears and NVDA director stock sale all contributed to its slip. Will it cont'd when Thursday trading resumes ?
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09-24
SPX: Gap Fill in Progress
The $S&P 500(.SPX)$ rallied on Monday in a very rapid way to a high weekly target, that day I posted two charts highlighting the reason why a consolidation/reversal could follow. Yesterday indeed formed a doji candle on the daily timeframe. I anticipated the Central Daily Level (CDL) of 7,767 to paid subscribers, noting it as the key level to watch today (bearish below, bullish above). Price action lost this level at the open and broke through the support levels one by one (7,753, 7,741, and 7,727) before finding support at the weekly zone of 7,702. Yesterday, we reviewed bearish factors, including the shooting star on $Apple(AAPL)$ (which correctly anticipated today’s retrace), low market breadth, an
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09-24
Jensen Huang drops a number. Why AI hardware came all the way back, and how I'm playing it with sell puts Written Wednesday morning SGT, using Tuesday's US close. The number On September 17, Nvidia CEO Jensen Huang said the company will double the number of chips it sells next year. His exact words were: "I expect Nvidia to sell twice as many chips as this next year as we do this year." He said it at the AI summit King Charles III hosted at Dumfries House in Scotland. The comment covers all of Nvidia's chips, not just GPUs. That includes the flagship Blackwell and upcoming Vera Rubin GPUs, Grace CPUs, optical networking chips, automotive platforms and Jetson robotics processors. It also builds on guidance Nvidia already gave. On the August 26 earnings call, CFO Colette Kress laid out a 70%
TOPI sell puts off signals too, but supply is still the part I care about most. Doubling units sounds great, yet premium only gets interesting when fear actually comes back
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09-24
THE REAL CONSUMER TEST ISN’T AT THE MALL — IT’S AT THE DINNER TABLE. 🍽️
While the market keeps debating rates, tech valuations and AI spending, Darden Restaurants (DRI) is about to give investors a very different piece of the puzzle: are consumers still willing to spend on dining out? $Darden Restaurants(DRI)$ reports fiscal Q1 results before the market opens today. Wall Street is looking for roughly $2.05 EPS and $3.21B in revenue.  But the headline numbers aren’t what I’d watch most closely. 👀 1. Restaurant traffic This could be the most important signal. Darden’s previous quarter produced 4.6% same-restaurant sales growth, with positive traffic across its brands.  If traffic remains healthy, that suggests consumers haven’t completely pulled back despite higher everyday costs. 🥩 2. LongHorn vs Olive Gard
TOPI care more about what supports that FY2027 EPS range: cost discipline or ticket growth. Traffic can look fine for a quarter, but margin quality tells the fuller story
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09-24
THE AI SPENDING TEST WALL STREET IS WATCHING 👀
Forget the chipmakers for a moment. Today, $Accenture PLC(ACN)$ gives investors another way to look at the AI boom: are companies actually spending money to put AI into their businesses? ACN reports earnings before the U.S. market opens today. And the numbers I’d watch go beyond revenue and EPS. 💰 1. AI demand Accenture sits closer to the implementation side of the AI cycle. Companies can talk about AI all day — but eventually they need consultants, software integration, cloud migration and people to actually deploy it. That makes ACN an interesting read-through for enterprise technology spending. 📊 2. New bookings This could be more important than the headline earnings number. Strong bookings would suggest companies are still committing budge
TOPI’d watch new bookings first. Revenue and EPS lag, but bookings tell you whether enterprise AI budgets are actually getting approved
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09-24
META BUILT THE AI. SHOPIFY GOT THE POP. WHY?
$Meta Platforms, Inc.(META)$ slipped 0.63% to $736.60 on Tuesday after jumping 11.43% the previous session. At first glance, that looks like simple profit-taking ahead of Meta Connect. But there’s a more interesting story underneath. Muse is becoming the centre of the conversation — yet some of the biggest stock moves are happening in the companies connecting to it. Muse has reportedly climbed to the top of the U.S. mobile download charts, while Shopify jumped more than 7% after integrating its Shop Pay checkout with Muse. Shopify had gained almost 15% across the two sessions.  That creates an interesting investment question: 🧩 Is Muse an app — or a platform? If consumers start using Muse to search, shop, book and complete tasks, the v
TOPFalse choice ngl. Meta owns the intent layer, but commerce rails can tax the flow too — I care more about who keeps the user relationship.