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09-29
$MU 20261016 750.0 PUT$ sitting out until the earning results [Serious]
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09-29
$Tesla Motors(TSLA)$ Wow everybody please cheer me on you know. Look at the picture that I posted m plus 39307.74.
604
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09-30
$UOB(U11.SI)$ Near 44.20 former resistance. Potential Double top? Or will UOB make a BOU (Break Out Upper)? Pass the popcorn...
634
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09-30
$SPX Is Flashing a Rare Breadth Warning
Another one for the bears. 👇 $S&P 500(.SPX)$ just logged 10 straight sessions with more 52-week lows than 52-week highs while sitting within 2% of its highs. That’s an unusual divergence. Since 1990, this has happened only two other times: December 1999January 2000 Both occurred right around the peak of the Dot-Com Bubble. Does that mean the market is about to repeat 2000? No. But when the index is sitting near highs while breadth underneath is deteriorating this aggressively, it’s a signal worth paying attention to. Bears have a data point. Now they need the price action to confirm it. Markets are always moving - and sometimes, the best move is knowing what works for you. With Treasury yields, oil prices and rate expectations keeping markets
957
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09-30
Rates are up, and that's bad news
Coming into 2026, the promise was for lower interest rates and a booming economy. But reality has been far different. The 10-year treasury yield, which is a proxy for everything from mortgages to corporate debt, continues to rise and is now at a level not consistently seen since 2001. And mortgage rates have spiked more than a full percentage point since March and will likely climb over 7.25%, or more, in the coming weeks as higher rates move through the system. What does all of this mean for the market? I’ll get to that in a moment. Higher Rates and the Market Like it or not, interest rates are important for the economy and the market. Lowering interest rates is like adding fuel to a fire. But raising rates is like snuffing a fire out. And over the last few weeks, rates have risen rapidly
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09-30
$SPX Crossed Last Week’s Low. The Downside Setup Is Still Active
$S&P 500(.SPX)$ MORE DOWNSIDE. ⚠️ Price crossed last week’s low and came close to triggering the Daily sell signal — but did NOT trigger it. The next level I’m watching: $SPX below 7,657 = A = C For $SPDR S&P 500 ETF Trust(SPY)$ , 762 is the trigger. If that level breaks, watch for a potentially sharper bearish W3 decline. $E-mini S&P 500 - main 2612(ESmain)$ is already showing a bearish setup: • Bearish WXY structure confirmed • Bearish SMT with $E-mini Nasdaq 100 - main 2612(NQmain)$ remains active • ABC downside targets are now in play The setup is getting more aggressive. 7,657 on $SPX and 762 on $
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09-30
$SPX Lost 7,691. The Selloff Hit the Level We Were Watching
The stock market struggled to find footing today as a surge in U.S. Treasury yields continued to pressure risk assets. Both long- and short-term government bond yields pushed to levels not seen in decades, capping any meaningful rebounds in equities. The benchmark 10-year Treasury yield climbed to 5.29%, marking its highest peak since 2007, while the 30-year yield surged to 5.62%, its highest mark since 2002. Adding to the bearish sentiment was a duo of weak economic reports. Data from The Conference Board revealed that U.S. consumer confidence has slumped to its lowest level since 2014, driven by anxieties over the cost of living and the labor market. This was followed by the Labor Department’s Job Openings and Labor Turnover Survey (JOLTS), which showed U.S. job openings fell to 7.09 mil
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09-30
$Qualcomm (QCOM) Slips -1.80% After Apple Patent Renewal Spike: Consolidation Near $184, Key $164...
📊 Market Recap As of September 30, 2026 (US Eastern Time), 'QCOM' closed at $184.10, down -1.80% on the day. The stock fell -$3.38 from the prior close of $187.48, with intraday trading ranging between $182.23 and $190.03. The closing price remains about 29.2% below the 52-week high of $259.92 and roughly 51% above the 52-week low of $121.99. The recent surge driven by Qualcomm's renewed patent licensing agreement with Apple has cooled, leaving the stock in a short-term consolidation phase. 🚀 Key Drivers Apple Patent Renewal: Qualcomm extended its patent licensing deal with Apple, fueling a historic one-day surge in Apple's market value and reinforcing Qualcomm's royalty revenue outlook. Profit-taking after spike: Following the sharp rally, QCOM is seeing technical pullback as capital flow
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09-30
$Marvell Technology, Inc.(MRVL) Surges +4.51% to $263.27: AI Data-Center Momentum Charged, $280 R...
📊 Market Recap As of the latest U.S. trading session, 'MRVL' closed at $263.27, up +4.51% with a daily gain of $11.37. The stock remains about 20.2% below its 52-week high of $329.88 and has now decisively cleared the $250 psychological zone, ending near the upper end of its intraday range after trading between $256.88 and $264.40 on above-average turnover. 🚀 Key Drivers AI Data-Center Demand: Marvell's custom silicon and networking portfolio continues to benefit from the accelerating build-out of AI infrastructure, keeping institutional flow tilted to the buy side. Sector Momentum: Strength across high-multiple semiconductor names, including a sharp intraday push in Oracle and stabilisation in Microsoft, reinforced risk appetite for AI-exposed chipmakers. Analyst Reaffirmation: Huaxing Ca
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09-30
$TQQQ Reclaims $77.46 With +0.55% Uptick: Nasdaq 3x Bull ETF Eyes $78.70 Resistance
📊 Market Recap As of the latest U.S. session, 'TQQQ' closed at $77.46, up +0.55% from the prior close of $77.04. The leveraged Nasdaq-100 ETF traded in a narrow range between $76.62 and $78.26, leaving it approximately 12.1% below its 52-week high of $88.09. Pre-market indications near $78.21 and after-hours action around $77.70 suggest limited directional conviction ahead of the next cash session.
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09-30
The Most Worth-Holding Stock in October
$Intel(INTC)$ If you ask me what the most worth-holding stock in October is, yesterday I wouldn't have had a definitive answer — but today I can confidently say it's Intel. On Monday, a large Sell Call block opened, selling the October 16-expiry 130 Call $INTC 20261016 130.0 CALL$ , opening 52,000 contracts. Someone also opened a 160 Sell Call and an October 9-expiry 130 Sell Call, but both were under 10,000 contracts. Ordinary Sell Call block trades get absorbed into the options wall, but a 50,000-contract Sell Call block carries reflexivity. The effect of these massive seller block trades plays out in two phases: In the first phase, the validity of the block trade is confirmed
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09-29
9/29 Strategy Outlook: AI Trade Cools, Capital Begins to Diverge
① What's Happening Today AI compute trade is cooling. The semiconductor index fell 1.7%, down as much as 3.6% intraday. CPU-related names like AMD, Intel, and ARM weakened. The core reason: the market is revising down expectations for CPU compute demand driven by Meta's Muse — the "buy up all the world's CPUs" trade logic is cooling. Meta falls 5%, AI application expectations begin to reprice. The market is waiting for OpenAI's developer conference on one hand, while starting to question the actual pace at which AI Agents will change consumer and business models. Meta has already rallied significantly in the short term, and its valuation has entered a higher range. Optical communications pull back in sync. CRDO fell 8.7%, with COHR, ALAB, and CIEN weakening. The market is reassessing optic
TOPwobee: Healthy pullback to me — Agent monetization looks delayed, not broken. Meta's capex efficiency and Reels monetization still matter more than one conference
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09-29
🏆The Road to Million Dollars Milestone | Video Episode 1: Mr. Liew's Story
One $Advanced Micro Devices(AMD)$ LEAP Call became the turning point in his journey to $1M. When markets turned bearish, options helped him capture the rebound with greater upside potential and more flexible risk control. Stay tuned for more Million-Dollar stories. 👉Read the full interview: https://ttm.financial/post/605508218355760 The opinions, ideas and strategies expressed by the speaker represent the views of the speaker and not of Tiger Brokers (Singapore) Pte. Ltd. (“Tiger Brokers”) and its affiliates. Neither Tiger Brokers nor its affiliates shall be liable for the content of information provided. Not financial advice. Investment involves risk. This adv
TOPDeep ITM AMD LEAPs really do fit this kind of rebound setup. MI300X and data center are still the part I care about most 👀
5.02K
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09-29
Big Options Bets: Nasdaq 30,900 Puts Build as Gold Bulls Defend $4,200—Which Side Are You On?📈📉
The Federal Reserve raised rates by 25 basis points in September, lifting the target range for the federal funds rate to 3.75%–4.00%. With inflation pressure prompting a shift in policy, rate expectations have again become a key driver of asset prices. Options positioning on September 25 showed a defensive tilt even as Nasdaq 100 futures rebounded: traders added near-the-money puts. Gold call positions expanded at higher strikes alongside downside protection, while new Bitcoin call positions appeared to reflect a short-term test of the upside. Against the backdrop of the rate hike, traders have not moved uniformly toward risk. The next question is whether prices can confirm the signals at key levels. The charts below show trading volume and open interest across major CME Group futures opti
TOPGold upside with protection after a rate move usually reads like financed conviction, not pure fear. I care more about skew than OI here.
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09-29
[Winning Trade] One Tiger Made $42K on TQQQ — Now What?
The Nasdaq is back at record highs, AI stocks are leading again, and one Tiger investor is sitting on a US$42,309 gain in TQQQ. Congrats to the @mushrooz who is up US$42,309 on TQQQ. The latest Nasdaq rally has been driven by more than just another round of AI hype.Semiconductors, memory and mega-cap tech have all participated. AMD, Intel and Arm surged in the same session earlier this month, while names like Micron and SanDisk later joined the move. Investors are still betting that AI spending has further to run, and that more of that spending will eventually show up in revenue and earnings. That matters because the biggest concern around AI has never really been whether companies would spend. The concern was whether all that spending
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09-29
🔴 Why Is the Market a Sea of Red? How 5% Treasury Yields Are Shaking Stocks
Open the market heat map and one thing immediately stands out: red is everywhere. Technology, semiconductors, financials and consumer stocks have all faced pressure, while even $Gold.com(GOLD)$ has fallen sharply. Behind much of this weakness is a powerful combination: oil above $100, persistent inflation concerns and soaring U.S. Treasury yields. On September 29, the 10-year Treasury yield approached 5.27%, its highest level in 19 years, while Brent crude traded around $106 a barrel. The question for investors is simple: Why does a 5% Treasury yield matter so much for stocks? 💥 What's Driving the Red Market? The current market pressure can be understood as a chain reaction: 🛢️ Oil ↑ → 🔥 Inflation ↑ → 🏦 Rate expectations ↑ → 📈 Trea
TOPa. Treasury yields staying above 5% My vote is a — but the real signal is not the 5% number itself. It is whether 5% becomes the new floor. When Treasury yields stay elevated, stocks face a tougher hurdle: valuations must compete with a relatively high risk-free return, while corporate refinancing costs also rise. This is especially important for long-duration growth stocks whose value depends heavily on future cash flows. The bigger risk is the chain reaction: oil stays expensive → inflation remains sticky → rate cuts get pushed back → Treasury yields stay high. What makes this cycle interesting is that AI is not completely isolated. Hyperscalers have issued roughly $220 billion of bonds amid massive data-center investment, adding another source of borrowing demand So I'm watching10Y yields more than the heat map. If yields finally break lower for the right reason, risk assets could breathe again. If they remain above 5%, valuation discipline matters @Capital_Insights [嘘]
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09-29
💰 AMD’s $8.2B World Labs Bet: Is the Next AI Battle Moving Beyond Chips?
$Advanced Micro Devices(AMD)$ just made an $8.2 billion bet that the next stage of AI will go far beyond chatbots — and potentially beyond GPUs themselves. On September 28, $Advanced Micro Devices(AMD)$ agreed to acquire World Labs, the spatial-intelligence startup co-founded by AI pioneer Fei-Fei Li, in an all-stock transaction. The deal is expected to close by the end of 2026, subject to regulatory approval. Fei-Fei Li is also expected to join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Lisa Su. So why is a chip company spending $8.2 billion on AI that builds virtual worlds? 🌎 From Chatbots to 3D Worlds Most generative AI today creates tex
TOPAMD’s World Labs deal is interesting because it is not just about selling more AI chips. It gives AMD exposure to spatial AI, robotics and physical AI. The potential growth path is: 3D AI → simulation → robot training → physical AI → more computing demand World Labs could also help AMD improve its chips and ROCm software for future AI workloads. However, the $8.2 billion price is a major risk. Spatial AI is still developing, and commercial adoption may take years. The deal does not mean AMD will catch Nvidia immediately. For investors, I would watch three things: World Labs' commercial adoption. Integration with AMD’s AI hardware and ROCm. Growth of robotics and physical AI. The deal is a long-term growth bet, but execution will determine whether it creates real value.
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09-29
BitMine Nears 5% of All Ethereum: Inside the $16B Corporate ETH Bet
$BITMINE IMMERSION TECNOLOGIES INC(BMNR)$ has crossed a major milestone in its Ethereum treasury strategy, accumulating more than 6 million ETH and moving within striking distance of its goal to control 5% of Ethereum's total supply. As of September 27, BitMine held 6,001,302 ETH, worth approximately $16.2 billion at the company's reference price of $2,698 per ETH. That represents roughly 4.9% of Ethereum's 122.1 million ETH supply, putting BitMine at about 98% of the way toward its stated "Alchemy of 5%" target. But BitMine's strategy goes beyond simply accumulating ETH. More than 5 million of its tokens are already staked, turning a massive crypto treasury into a potential source of recurring staking income. 🐋 6 Million ETH — and
TOPBitMine crossing 6 million ETH is impressive, but the bigger story may be what happens after the accumulation. With 5.07 million ETH already staked, BitMine is turning a massive ETH treasury into a potential recurring-yield engine. The company currently cites a 2.62% annualized 7-day staking yield and projects about $358 million in annualized staking revenue. But investors should separateETH appreciation from staking economics. A 2.62% yield sounds attractive until ETH falls 20%—staking income cannot fully offset a large decline in the underlying asset. That makes BMNR an interesting experiment: it is not simply betting on ETH's price, but on ETH as a productive treasury asset. The real question is whether staking rewards can compound the treasury faster than dilution, financing costs and ETH volatility erode shareholder value. For me,B — staking incomeis the metric worth watching most closely. @WallStreet_Tiger [龇牙]
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09-29
Nvidia’s $150B Buyback: A New Signal on AI Cash Flows
$NVIDIA(NVDA)$ just made its biggest capital-allocation statement yet. On Sept. 28, the company’s board authorized an additional $150 billion for share repurchases, bringing its remaining buyback authorization to $235 billion. $NVIDIA(NVDA)$ says it expects to execute the remaining program through fiscal 2028. The new authorization is the largest increase to a share-repurchase program in history. For investors, the bigger story may not be the buyback itself. It is the amount of cash Nvidia believes it can generate while still funding the next phase of the AI infrastructure buildout. 💰 $235 Billion: Nvidia’s Cash Generation Has Changed The scale of the authorization is strik
TOPB — $235B against $69.9B in half-year FCF suggests the market may still be underpricing how fast AI cash generation is compounding. Buybacks help, but only if that engine stays hot.
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09-28
$Microsoft(MSFT)$ Microsoft just reminded the market why Azure still matters. Microsoft jumped 3.66% on Friday after reports of a sweeping data center expansion plan. The numbers being floated are large — plans that could more than triple capacity over the coming years to meet AI and cloud demand. This is not a surprise to anyone who has followed the company. Azure has been capacity-constrained for some time. Customers have been turned away or delayed. When a platform with Microsoft’s enterprise relationships and software ecosystem cannot deliver enough compute, the logical response is to build more. That is exactly what they are doing. The other side of the story is the growing skepticism around AI infrastructure spending. Michael Bu
TOPMarket may be underpricing the cycle risk here. If Azure utilization lags depreciation, that capex wave hits returns fast