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D1ane
·
09-30

Share of the Day: Micron (MU) — The Earnings Test

$Micron Technology(MU)$   is the stock I’d put on the watchlist today because its fiscal Q4 results are due after the U.S. market close on September 30.  What makes this interesting isn’t just the earnings number. MU has become a key test of whether the memory boom can keep accelerating. Micron’s last quarter was exceptional: revenue reached $41.46B, up from $23.86B the previous quarter, while adjusted free cash flow was $18.3B. Its Cloud Memory and Core Data Center businesses also delivered very strong margins.  Now the market wants to know: • Can HBM and data-centre memory demand remain this strong? • Are memory prices still moving higher? • Can margins continue expanding? • What does management say about 2027 supply and demand? •
Share of the Day: Micron (MU) — The Earnings Test
TOPClarenceNehemiah: HBM demand is only getting started, and AI server order visibility into next quarter still looks solid. I care more about the guidance than the headline beat here
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1.78K
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Ah_Meng
·
09-29
$Elixir Energy Ltd(EXR.AU)$ 1-Oct is just around the corner. Market should have sniffed something by now? But it seems more uncertain at the moment. The share price corrected significantly yesterday while bouncing back in a meaningful today. This is probably a good thing - the deal has not been wrapped up. As I cannot be further from the real action, I can only read the tea ☕ 🍀 🌿 from the charts... and all I can see is price action in the movement chart if any. A cup and handle formation has apparently been formed recently. After the handle formed, it is followed by a first higher low and higher high. 8.5 cents is a near term resistance line. After clearing that, the target for cup and handle is 10.8 cents. Secondary charts look good at th
$Elixir Energy Ltd(EXR.AU)$ 1-Oct is just around the corner. Market should have sniffed something by now? But it seems more uncertain at the moment...
TOPJohnMitchell: 10.8c still feels conservative to me. If 8.5c breaks on volume, this can squeeze a lot faster than people expect
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股勇者
·
09-29
$SKHY 20261002 175.0 PUT$ Opened yesterday and decided to take tiny profit today to avoid any mishaps from MU ER tomorrow 
$SKHY 20261002 175.0 PUT$ Opened yesterday and decided to take tiny profit today to avoid any mishaps from MU ER tomorrow
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1.20K
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GLN
·
09-29
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1.23K
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Jontrade
·
09-29
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1.08K
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LULU ROCKET
·
09-29
$Tesla Motors(TSLA)$ Wow everybody please cheer me on you know. Look at the picture that I posted m plus 39307.74.
$Tesla Motors(TSLA)$ Wow everybody please cheer me on you know. Look at the picture that I posted m plus 39307.74.
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747
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SarahDeeDee
·
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...
$UOB(U11.SI)$ Near 44.20 former resistance. Potential Double top? Or will UOB make a BOU (Break Out Upper)? Pass the popcorn...
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752
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DavidMarlin
·
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
$SPX Is Flashing a Rare Breadth Warning
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Travis Hoium
·
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
Rates are up, and that's bad news
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TRIGGER TRADES
·
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 $
$SPX Crossed Last Week’s Low. The Downside Setup Is Still Active
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SmartReversals
·
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
$SPX Lost 7,691. The Selloff Hit the Level We Were Watching
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1.53K
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Trend_Radar
·
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
$Qualcomm (QCOM) Slips -1.80% After Apple Patent Renewal Spike: Consolidation Near $184, Key $164...
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Trend_Radar
·
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
$Marvell Technology, Inc.(MRVL) Surges +4.51% to $263.27: AI Data-Center Momentum Charged, $280 R...
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1.90K
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Trend_Radar
·
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.
$TQQQ Reclaims $77.46 With +0.55% Uptick: Nasdaq 3x Bull ETF Eyes $78.70 Resistance
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4.43K
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OptionsDelta
·
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
The Most Worth-Holding Stock in October
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3.68K
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OptionsBB
·
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
9/29 Strategy Outlook: AI Trade Cools, Capital Begins to Diverge
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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Tiger_Million_Dollar_Club
·
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
🏆The Road to Million Dollars Milestone | Video Episode 1: Mr. Liew's Story
TOPElsieDewey: Deep ITM AMD LEAPs really do fit this kind of rebound setup. MI300X and data center are still the part I care about most 👀
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Tiger_Futures Captain
·
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
Big Options Bets: Nasdaq 30,900 Puts Build as Gold Bulls Defend $4,200—Which Side Are You On?📈📉
TOPthinorfat: Gold 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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MillionaireTiger
·
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
[Winning Trade] One Tiger Made $42K on TQQQ — Now What?
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8.65K
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Capital_Insights
·
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
🔴 Why Is the Market a Sea of Red? How 5% Treasury Yields Are Shaking Stocks
TOP苏36: a. 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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