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10-05
Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028
Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028 Published by: Minglong Think Tank | Strategy Research: Yu Minglong The combination of AI intelligence, big data and robotics marks the dawn of core intelligent productivity and the core intelligence era. The defining features of this era include mass unemployment, growing grid-based stratification of society, and mounting employment pressure alongside rising living costs. These trends will inevitably trigger industry-wide and localized social unrest. As intelligent applications and AI computing power spread explosively across the globe, the survival conflict between core intelligent productivity and human labor will escalate: labor costs will decline while jobs become increasingly scarce, giving rise to more extreme soc
TOPMorganHope: AI compute is still the core of this cycle, but the hardware curve may outrun this whole framework. By the time we get there, the architecture debate could look totally different
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10-05
Options Weekly | Earnings Season Are Heating Up
1. Weekly Market Overview Last week, U.S. equities overall maintained strength, with the Nasdaq hitting a record high. Although semiconductor stocks like AMD, INTC, and ARM pulled back at one point as the market reassessed Meta's AI demand, they still closed higher for the week — showing capital hasn't left the AI main line. What truly drove risk appetite higher was September nonfarm payrolls adding only 29,000 jobs, far below expectations, with the prior two months revised down. Market expectations for an October rate hike dropped rapidly from about 70% to about 20%, reigniting the rate-cut trade. This week marks the start of Q3 earnings season, with market focus shifting from how much is being invested in AI to whether that investment can convert into revenue and profit. Therefore, the c
TOPThe real pain this week is theta, not AI spend. MU can beat and still go nowhere, and near-dated QQQ or NVDA contracts get smoked fast 👀
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10-05
HIMS Stock Outlook: FTC Lawsuit, Split Analysts and Q3 Earnings
$Hims & Hers Health Inc.(HIMS)$ is entering our coverage window with two stories running side by side. On one side is a telehealth business still growing revenue at close to 40% a year. On the other are a federal lawsuit, a new shareholder class action and a quarter where profits fell far short of expectations. Wall Street has mostly landed on "Hold." Here is the fundamental picture worth having in mind before our Pretiming Report arrives. Why HIMS Has Been Under Pressure The turning point came on July 29, when the Federal Trade Commission, joined by Utah and Los Angeles County, sued the company. The complaint alleges that Hims & Hers shared sensitive health information with advertising platforms such as Meta and Snap despite its privacy p
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10-05
Chart: Gold vs Bonds
This may be the most contrarian piece of information you’ll see this year. $Gold - main 2612(GCmain)$ $SPDR Gold ETF(GLD)$ looks expensive. Bonds look cheap. Interestingly, both have actually been a losing position this year, with gold down -4% YTD and long-term treasuries down -11%. The difference is one is nearing the end of a prolonged bear market, and the other is just beginning. The most contrarian trade right now would be short gold vs long bonds. But just because something is contrarian doesn’t mean it’s right. The rest of the elements need to fall into place. Coming from a starting point of valuation-extremes like that on display in the chart above certainly sets the scene, stimulates the imagi
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10-05
6 Charts I’m Watching: Pullbacks, Gaps & Continuation Setups
1. $S&P 500(.SPX)$ 📈 Indecision plus the gap below led to a quick fill. If price keeps moving higher, the Bollinger Band could provide resistance and trigger another move down to fill the gap at 7,684. A constructive setup bulls want to see completed for healthy continuation. 2. $Costco(COST)$ 🟢 The post-earnings bounce remains constructive, with a potential bull flag developing. 3. $Meta Platforms, Inc.(META)$ ⚠️ Upper Bollinger Band breach + overbought RSI + overbought Money Flow Index = a trifecta pointing toward a pullback. The 20DMA and potentially lower remain in play. Will this time be different? Unlikely. Still, this looks more like a healthy pullb
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10-05
🐯 Wall Street’s Upgrade & Downgrade Radar: Who Won the Street’s Vote Last Week?
Hey Tigers 🐯 — Wall Street analysts were busy reshuffling their stock picks last week. From $Netflix(NFLX)$ and $Target(TGT)$ receiving fresh bullish calls to $Moderna, Inc.(MRNA)$ and $Exxon Mobil(XOM)$ getting downgraded, the bigger story wasn’t simply “bullish vs. bearish.” Analysts were weighing valuation, improving fundamentals and future catalysts — and in several cases, a good company still got downgraded because its stock had already run too far. Here are some of the notable analyst moves from Sep. 28 to Oct. 2 👇 📅 Monday, Sep. 28: Travel Gets Bullish
TOPMy view The biggest lesson is valuation matters as much as the company itself. A good company can still be a bad buy if the stock is too expensive. Netflix and Target show that improving fundamentals can create opportunities. Moderna and Exxon show that even strong companies can be downgraded after a big price increase. AI is spreading beyond chips into networking, software and even travel. Analyst ratings are opinions, not guarantees. Always ask: Did the business improve, or did the stock simply become cheaper/more expensive? Bottom line: I would not buy a stock just because an analyst says “Buy.” I would look at business growth + valuation + cash flow first. For a beginner, buying good companies at a reasonable price is more important than following weekly analyst changes.
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10-05
Why Asia, why now? Rethinking Asia's place in global portfolios
UOBAM Ping An FTSE ASEAN Dividend Index ETF: $UOBAM PA FT ASEAN DV S$(UPD.SI)$ $UOBAM PA FT ASEAN DV US$(UPU.SI)$ United Asia Fund: $UNITED ASIA "A" (SGD) INC(SGXZ90724238.SGD)$ $UNITED ASIA "A" (SGD) ACC(SG9999001051.SGD)$ United Greater China Fund: $UNITED GREATER CHINA "A" (SGD) ACC(SG9999001093.SGD)$ The first article in our Asia series, this piece sets out the case for a strategic allocation to Asia, exploring the market and macroeconomic factors that make the region attractive today. For much of the past decade, global inves
TOPAsia probably has more room for valuation catch-up than US here, and ASEAN dividend ETFs look more compelling when the cash flow is doing the heavy lifting
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10-05
Weekly | C41, 1L2, 5UF, H07, 1MZ, 53W & FHH lead Buybacks
Over the five sessions through to 1 October, more than 80 director interests and substantial shareholdings were filed for close to 40 primary-listed stocks. Directors or CEOs reported 22 acquisitions and no disposals, while substantial shareholders recorded 28 acquisitions and five disposals. In addition, the five sessions saw 26 primary-listed companies conduct buybacks with a total consideration of S$47.8 million, led by United Overseas Bank, Keppel and Singapore Telecommunications. 1. $Cortina(C41.SI)$ Cortina Completes S$55 Million Equal Access Buyback On 2 October, Cortina Holdings filed a daily share buyback notice confirming the purchase of 13,246,273 shares under its off-market equal access offer for a total consideration of
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10-05
Broadcom Is Lending Anthropic Up to $42B: Is AI Starting to Finance Itself?
A new pattern is emerging across the AI infrastructure boom: the companies selling compute are starting to help finance the companies buying it. According to Anthropic’s IPO filing, Broadcom has agreed to provide up to $42 billion in financing to support Anthropic’s AI infrastructure buildout. The financing could cover roughly one-third of Anthropic’s five-year $125.2 billion TPU lease commitment and may include convertible instruments that could eventually become equity. The headline number is huge, but the structure matters even more. Broadcom is already deeply involved in Google’s TPU ecosystem and is expected to help Anthropic access roughly 3.5GW of next-generation TPU capacity starting in 2027. Now Broadcom is also helping Anthropic finance that infrastructure. So the relationship is
TOPThe Broadcom–Anthropic deal is less about a $42 billion headline and more about who is financing AI demand. Broadcom may fund roughly one-third of Anthropic's $125.2 billion TPU commitment, while potentially becoming its largest chip customer. This is not proof that AI demand is artificial. But it changes what investors should measure. Revenue growth alone is no longer enough; we need to examine cash flow, infrastructure commitments and who ultimately funds the expansion. If financing accelerates genuine AI adoption, it is powerful operating leverage. If suppliers increasingly finance customers who then buy more infrastructure from those same suppliers, the ecosystem becomes more interconnected—and more vulnerable if monetization disappoints. The real AI question is no longer simply "Who sells the chips?" It is "Who is paying for the chips—and can that spending generate enough cash flow to sustain itself?" @Tiger_comments [思考]
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10-05
[Events] Give Your Favourite Stock a Nickname!
Ever given a stock in your watchlist a funny nickname? Maybe it's "My Retirement Fund" 💰, "The Heartbreaker" 💔, or "My ATM" 🏧. Some nicknames are so personal that only fellow shareholders would understand! Give your favourite stock a nickname using Tiger Trade's stock NOTEs feature, share a screenshot in the comments, and tag your friends to see if they can guess which stock it is! 🎯 How to Participate Share this post and leave a comment with a screenshot of your stock's nickname. Tag your friend to guess which stock you're talking about! How to Add a Stock Nickname There are two ways to add or change a stock nickname: Option 1: On the market page, press and hold the stock you want to rename, then tap Note. Option 2: Open the stock’s quote page, tap the menu in the top-left corner, then se
TOP🌟🌟🌟Dear Tiger Friends: Are you ready to guess Singapore's favourite household name? I call this company The Freshness Fortress of Singapore. When everyone is sleeping, this hero is out at the fisheries at 3am just so your grandma can fight over the freshest fish. It is the only place where you can buy a week's worth of groceries, a random plastic stool and leave feeling like a financial mastermind because of CDC vouchers. Forget the stock volatility. As long as Singaporeans need instant noodles & toilet paper, this Freshness Fortress is here to stay! Can you guess the name of this stock? Hurry! The first one with the correct answer wins Tiger Coins 😍😍😍🌈🌈🌈💰💰💰 @TigerEvents @TigerStars @Tiger_SG @Tiger_comments
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10-05
🔥 Nvidia Has $235B to Spend — But Can It Buy Growth Too?
$NVIDIA(NVDA)$ just put $235 billion behind its own stock. That sounds like an enormous vote of confidence. On September 28, Nvidia’s board added another $150 billion to its share-repurchase authorization, taking the remaining authorization to $235 billion through fiscal 2028. Nvidia described it as the largest increase to a buyback authorization in history.  Then came the market reaction. Nvidia hit an intraday record of $237.88 on Friday before closing at $233.95, up 1.34%. Its market value finished around $5.7 trillion.  But here’s the question I keep coming back to: At these prices, is buying back stock the best use of Nvidia’s enormous cash flow? The bull case is straightforward. Buybacks reduce the number of shares outstanding,
TOPAt this size, buybacks matter less than per-share free cash flow math. If FCF growth slows even a little, the long-term return model gets tighter fast
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10-05
🔥 Weak Jobs, Strong Stocks, Higher Yields — Something Doesn’t Add Up
The September jobs report delivered a big surprise. US employers added just 29,000 jobs, well below expectations, while unemployment edged up to 4.2%. Previous months were also revised lower, leaving July and August payrolls a combined 60,000 below earlier estimates.  Wage growth also slowed, with average hourly earnings up 3.0% over the past year.  That quickly changed the rate outlook. Markets now see a much lower probability of an October Fed hike, although a December increase remains possible.  Stocks loved it. The Nasdaq hit a record high, while the S&P 500, Dow and QQQ all finished higher. But then something interesting happened. The 10-year Treasury yield initially fell — then reversed sharply and finished around 5.28%, near its highest level in years.  That creates an unusu
TOPMarket feels way too relaxed here. A 5.28% 10Y with weak payrolls says the bond side is still pricing sticky inflation and fiscal supply, not some clean pause trade.
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10-05
Nasdaq-100 Hits New Record on Tech Rally, 7x Long DLC Rises 7%; SpaceX Surges 7%
Wall Street rallied on Friday (2 October), as weaker-than-expected jobs data helped to ease concerns over elevated yields. The tech-heavy $NASDAQ 100(NDX)$ surged 1% to a new record high. Amplifying the return, the Nasdaq 7x Long DLC (MFVW) gained about 7%, while the Nasdaq 7x Short DLC (W5BW) sank a similar magnitude. Among DLC-covered underlyings, $SpaceX(SPCX)$ was the top gainer, rising 7.35% following a series of successful launches and renewed interest in its space-based AI opportunities. This lifted the SpaceX 3x Long DLC (WK4W) by close to 22%, while the SpaceX 3x Short DLC (YF1W) sank a similar magnitude. In contrast, memory stocks $Micron Technology(MU)$ a
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10-05
Tesla Beat Expectations — Now Prove the Comeback Is Real
$Tesla Motors(TSLA)$ just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce
TOPQ3 beat matters, but YoY still being down keeps this in prove-it mode. October 21 is really about margins and cash flow now
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10-05
Nasdaq-100 Hits New Record on Tech Rally, 7x Long DLC Rises 7%; SpaceX Surges 7%
Wall Street rallied on Friday (2 October), as weaker-than-expected jobs data helped to ease concerns over elevated yields. The tech-heavy $NASDAQ 100(NDX)$ surged 1% to a new record high. Amplifying the return, the Nasdaq 7x Long DLC (MFVW) gained about 7%, while the Nasdaq 7x Short DLC (W5BW) sank a similar magnitude. Among DLC-covered underlyings, $SpaceX(SPCX)$ was the top gainer, rising 7.35% following a series of successful launches and renewed interest in its space-based AI opportunities. This lifted the SpaceX 3x Long DLC (WK4W) by close to 22%, while the SpaceX 3x Short DLC (YF1W) sank a similar magnitude. In contrast, memory stocks $Micron Technology(MU)$ a
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10-05
Rate-Hike Bets Collapsed and Long Yields Rose Anyway. Who Is Setting the Long End?
The indices: a weak jobs report, and all three still closed higher All three indices closed higher on Friday: the $NASDAQ(.IXIC)$ Composite rose 1.19 per cent to 27,190.86, having reached 27,353.68 at its intraday peak; the $S&P 500(.SPX)$ rose 0.73 per cent to 7,722.72; and the $Dow Jones(.DJI)$ rose 0.49 per cent to 51,176.96. The September employment report came out that morning: non-farm payrolls added 29,000, where the market had looked for somewhere between 85,000 and 90,000, and the unemployment rate went from 4.1 per cent in August to 4.2 per cent, where a flat reading had been expected. The previous tw
TOPThe stock market can continue to climb because the underlying economy is roaring and corporate earnings are powerful enough to overpower the pressure of high interest rates. However, the days of a "rising tide lifting all boats" are over. Success going forward depends entirely on meticulous stock selection, focusing on cash-rich compounders with high profit margins that do not rely on cheap debt. @MHh @koolgal @rL @icycrystal @Shyon
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10-05
Weekly|Q3 Wrap: NASDAQ Defies Gravity, Dow Slumps as September Jobs Disappoint
After a mid-August bounce, stocks largely went sideways in the third quarter, as upward momentum from the artificial intelligence trade waned and rising interest rates weighed on investor sentiment. Last Week's Recap 1. Market Digest: NASDAQ Outperforms, Jobs Miss, Yield Curve Steepens, Fed Hike Odds Plunge Another mixed week — Tech strength lifted NASDAQ to a fractional gain, outperforming other major indexes for a sixth straight week. S&P 500 ended fractionally lower; Dow finished down more than 1%. Yield curve steepens — Some yields briefly touched highest since 2002 before retreating. 2-year Treasury ended flat at 4.84%; longer-duration yields rose, with 10-year at 5.28% and 30-year at 5.63%. Jobs setback — September added just 29,000 jobs (below 80,000-90,000 consensus); prior two
TOPThis week’s data shows a mixed market, not clearly bullish or bearish. Jobs are weakening, with only 29,000 jobs added and unemployment rising to 4.2%. This increases hopes for future Fed cuts. However, the 10-year Treasury yield remains high at around 5.28%, putting pressure on expensive tech stocks. NASDAQ and AI stocks remain strong, but investors are becoming more selective. China/Hong Kong markets remain weaker, while gold and energy performed better. For long-term investors, I would avoid chasing rising stocks. Keep investing gradually in quality companies and hold some cash for corrections. Bottom line: The key risk is high long-term interest rates combined with slowing economic growth.
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10-05
🏆Weekly (Sep 28-Oct 4) Tiger Brokers TOP Contributors Awards Winners List
[Allin]Hi~ Tigers Come take a look at this week's winners! 🏆 Stock vouchers will soon be sent to your account — keep an eye out on your Rewards Center! Each week, we select 15 winning creators across 2 tracks: Editor's Note: The following images are AI-generated only. Creators' avatars may differ from real avatars. Please click on the author to view their real avatar. 1.Most Popular Contributor Award Congrats on winning $10~$15 vouchers! $15 @Shyon $15 @Terra_Incognita $15 @JC888 $10 @Mathematical Money $10
TOPThank you @TigerStars for the voucher and mention!
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10-05
🏆 TigerStars Weekly Spotlight: (Sep 28-Oct 4) Top Creators
🐯Hi Tigers, Every week, we shine a light on the voices driving our community forward — the creators whose insight, consistency, and engagement set the bar for the Tiger Brokers English community. Here's who topped the charts this week 👇 Click on any creator's name to check out their content and join the conversation in the comments! 📈 Top 10 — Post Views (PV) Creator Article @Shyon ServiceNow(NOW) remains one of the positions I am comfortable adding gradually on weekly basic, especially during pullbacks... @Terra_Incognita BA: take profit at 50% over premium paid for this long put. Was taking a long term look and contrarian play that BA will also dro
TOP🌟🌟🌟Thank you @TigerStars 🥰🥰🥰 Congratulations to Everyone who has won too.🎊🎊🎊
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10-05
September Monthly Leaderboard is Here 🎉 Top Creators Announced
All rewards have been distributed in your account! Let's check the 🏅 Monthly Leaderboard in September! Over the past month, many creators have shown incredible consistency, quality, and engagement. This leaderboard recognizes those who didn't just post — but consistently contributed value to the community. 🏆 Monthly Top Creators (Top Output) These creators stood out with strong content performance, driven by total engagement and consumption time across the month: 🥇 Top 1 — @Optionspuppy wins $100 stock voucher 🥈 Top 2 — @koolgal wins $70 stock voucher 🥉 Top 3 — @Shyon wins $40 sto
TOPHi @TigerStars , thanks for the recognition... Again, for the weekly $10 award, can it be awarded as a single voucher instead of 2 X $5 vouchers, please? Hope to hear from you on this request . Thanks