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10-07
Marvell Raised Its Revenue Target for the Fifth Time in a Year. What Is Behind the Number?
The indices: the S&P 500 and the Nasdaq both set record closes and the 10-year came back to 5.27 per cent The three indices pushed higher again on Tuesday: the $S&P 500(.SPX)$ rose 0.58 per cent to 7,818.93, closing above 7,800 for the first time and at a record close, having reached 7,844.52 at its intraday peak; the $NASDAQ(.IXIC)$ Composite rose 0.45 per cent to 27,599.89, also a record close; and the $Dow Jones(.DJI)$Average added 0.49 per cent to 51,521.28. The 10-year Treasury yield came back to 5.27 per cent from 5.31 per cent the day before. Last week's pattern, where weak data lifted equities, has
TOPShyon: I think the US$20 billion FY2028 revenue target is a positive signal, especially because Marvell $Marvell Technology(MRVL)$ has raised its target again, driven by AI data centres, custom silicon and interconnect. To me, this shows management is seeing stronger demand ahead rather than just short-term AI hype. However, I would not chase the stock purely because guidance was raised. At around US$287, expectations are already high, so I want to see actual customer orders, revenue growth and margins catching up. Guidance is encouraging, but execution matters more. Personally, I remain bullish on AI semiconductors, but I would rather accumulate on meaningful pullbacks than FOMO after a strong rally. If Marvell keeps raising guidance and delivers the revenue, I think the long-term story remains attractive. @Tiger_comments @TigerStars @TigerClub @Marktomarket
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10-02
Higher Interest Rates & The Bond Battleground: The New Investor Playbook
🌟🌟🌟The global financial market is standing on the edge of a dizzying cliff, staring directly down at a 5.5% interest rate. For months, every investor has been holding their breath, wondering if the relentless drop in asset prices will finally stop or explode into a chaotic market mess. Today, Friday 2 October 2026, the market faces its ultimate test: the US Jobs Report (Nonfarm Payrolls). Paired with fresh economic drama from Wednesday's PCE Inflation Data, the playbook for investing is about to be completely rewritten in real time. The Bond Blueprint: Hot vs Cold Jobs Data Think of the market as a giant scale and today's jobs numbers is a massive boulder about to drop. Wall Street is expecting a cozy 90,000 to 100,000 new jobs to have been added last month with the unemp
TOPNice Sharing 😁 @Aqa @Barcode @JC888 @Shyon @DiAngel @Shernice軒嬣 2000
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10-07
New DLCs on Hua Hong, Jardine Matheson & HK Land Listed on 7 Oct
Societe Generale (SG) has launched new 3x Long DLCs on $HUA HONG GRACE(01347)$ , and 5x Long DLCs on $Jardine Matheson Holdings Ltd.(JMHLY)$ and $HongkongLand USD(H78.SI)$ that started trading on 7 October 2026. The launch follows the 3 new HK-listed AI-related stocks that were listed last week, $Z.AI(02513)$ , $MINIMAX-W(00100)$ , and GigaDevice Semiconductor (3986.HK) 3x Long DLCs. The trading currency of JMH and HK Land DLCs are in SGD while the underlying stock is traded in USD, allowing investors to avoid the hassle of converting to USD to gain exposure to JMH and HK
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10-07
Blink fans why did ocbc fall RSI analysis SG61 Trading Arena for SGX Listed Securities!
$OCBC Bank(O39.SI)$ $DBS Group Holdings Ltd.(DBSDF)$ $UOB(U11.SI)$
TOPOCBC if 30.50 keeps holding. The bigger tell is whether that volume spike was panic dumping or healthy rotation. If selling volume fades, this looks more like a reset than real damage
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10-07
SGX Daily Top Movers (7-10-2026): D05, O39, U11, Z74, S68, A17U, S63, C38U, KB4 & AWX lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $SGX(S68.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $ST Engineering(S63.SI)$ $CapLand IntCom T(C38U.SI)$ $Keppel(BN4.SI)$ $AEM SGD(AWX.SI)$ 2.Stocks/ETF/SDR Hit 52-week High 0 Stock/ETF/SDR(s) meet the criteria. 3.Stocks/ETF/SDR Hit 52-week Low
TOPAlibaba longs up over 15% while the short side got smoked just as hard, that derivatives tape is way more interesting than the merch plug lol
27.25K
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10-07
Why Did Singapore Banks Drop On Wednesday October 7 2026?
🌟🌟🌟The sudden selloff across the local banking trio $OCBC Bank(O39.SI)$
TOPthanks for the sharing [Like], just wondering why they did not consider "RHB Bank Singapore maintained an overweight rating on the banking sector, identifying OCBC as its top pick with a bullish target price of S$33.70, citing balance sheet strength and long-term earnings momentum, let's see for ourselves how the market will continue to react in the weeks to come [Miser] [Call] [Put] [USD]
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10-07
Stocks I’m Watching Today, 7 October: MU, CRCL, SPCX, RZLV & BYND
The indices are green, but today I'm less interested in chasing the market and more interested in where the next asymmetric trade may be forming. My five watches today are Micron (MU), Circle (CRCL), SpaceX (SPCX), Rezolve AI (RZLV) and Beyond Meat (BYND). 1. MU: My Highest-Conviction Watch Micron remains my favourite fundamental setup of the group. The latest earnings reinforced the AI memory shortage thesis, but the stock hasn't simply exploded higher afterwards. That hesitation is actually useful. The debate has shifted from whether memory demand is strong to how long extraordinary pricing can persist. My approach today is simple: I don't chase MU strength. I buy good pullbacks while the memory thesis remains intact. What I'm watching now is whether buyers continue defending weakness de
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10-07
🇺🇸 2026 U.S. Midterms: What Could the Election Mean for Your Stocks?
Hey Tigers 🐯 — the U.S. midterm elections are approaching, and this time investors may want to pay closer attention. On November 3, 2026, Americans will vote for all 435 House seats and roughly one-third of the Senate. The results will determine control of Congress for the final two years of President Donald Trump’s current term. For Wall Street, the important question isn't simply which party wins. It is: What changes in Washington — and which stocks could benefit or face new risks? 🏛️ Why Does the Midterm Election Matter to Markets? Congress influences taxes, government spending, energy, healthcare, financial regulation, trade and technology policy. A change in congressional control could therefore change expectations for corporate costs, revenues and ultimately profits. The easiest way
TOPMidterm is just an excuse for investors to take profit in view that the market is at its high. Ultimately, earnings and future forecasts will shape market sentiments.
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10-07
AI Didn’t Kill SaaS — Software Stocks Are Back at 2026 Highs
Earlier this year, one of Wall Street’s favorite bearish narratives was the “SaaSpocalypse.” The logic was simple: if AI agents can write code, build apps and automate workflows, why would companies keep paying large recurring fees to Salesforce, ServiceNow and other software vendors? That fear hit the sector hard. The S&P 500 Software & Services Index fell more than 26% from late January to its April low. Now the story is starting to reverse. The software index has climbed to a new 2026 high, and earnings expectations are moving higher as well. LSEG data shows expected 2026 earnings growth for the software sector has risen from about 13.8% at the end of March to 20.6%. The key shift is that AI is starting to look less like an immediate replacement for SaaS — and more like a new mo
TOPI would choose ①. I think AI is more likely to strengthen the moat of leading SaaS companies that already control enterprise data, workflows and customer relationships. Replacing these systems is much harder than simply generating code or building an app. For companies like $Salesforce.com(CRM)$ and $ServiceNow(NOW)$ , AI agents could become a new monetization layer rather than a direct threat. I am especially interested in whether customers are willing to pay more for AI-driven automation and whether this can translate into meaningful incremental ARR. That said, I would not ignore the longer-term risk. If AI eventually leads to fewer seats and more outcome-based pricing, traditional SaaS models could face pressure. For now, I think the key is to watch whether AI-driven revenue growth can outpace pricing and subscription pressure. @TigerClub @Tiger_comments @TigerStars
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10-06
$VST DIAGONAL 261016/280121 CALL 150.0/CALL 125.0$ The fun ended prematurely. VST shot past 150 so decided to close this pair leaving the other pair 120/170 running. Didnt expect the news to come, and wont be able to predict anything like this anyway. Take what the market gives. Be happy to have some profits.
VST Diagonal
10-06 22:20
US150.0/125.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -44.20 4 | -- Closed |
TOPAre you seeing 170?
4.78K
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10-06
$MARA 20261030 13.0 CALL$ Making it a routine. Rain or shine, keep collecting premium out of this counter. I have a lot of sell puts at 11.5-12.5 expiring this week. So its a huge week of assignment if price stays this way (which likely it will). No harm selling more calls first get myself fully covered with calls then next week got more covered calls to sell.
MARA CALL
10-06 22:41
US20261030 13.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.30 20Lot(s) | +96.67% Holding |
TOPThat 13 call over the sold puts is pretty clean. If it sticks around 12, next week's covered call cycle still looks juicy
3.19K
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10-07
$IAU 20261120 80.0 CALL$ $IAU 20261120 80.0 CALL$ Sold to hedge my cost lower to 78 so my potential profit is $3.72 if it rises above $80 $IAU 20261120 80.0 CALL$
TOPCovered call on gold is clean when the goal is cost control, and 80 plus still keeps the upside decent
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10-07
Everyone's Talking Debasement. Gold Peaked In January And Is Down 26%.
$SPDR Gold ETF(GLD)$ Mathematical Money | October 6, 2026 Gold's all-time high was an intraday print of $5,589.38 on 28 January this year. On Monday it traded around $4,128. That's about 26% below the peak, eight months ago, and in between it spent part of June under $4,000. Over the same stretch the debasement conversation has got steadily louder — more posts about money printing, more charts of the money supply, more people explaining that fiat is being destroyed. The purest expression of that trade has been falling the entire time. I don't own gold, I'm not arguing anyone should, and I think the gap between the story and the price is the most interesting thing on the board right now. Why it ran in the first place The January move was
TOPI think 5.66% is exactly why the story has not failed yet. If gold still cannot act like a crisis hedge with duration paying that much, what catalyst actually overrides real yield pressure?
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10-07
Here is my personal take on whats actually happening behind the scenes: The Classic Elon Playbook (Maximum Leverage): Whenever Musk publicly anchors to a sole supplier, the clock starts ticking. Confirming talks with TSMC isn't just curiosity; it’s ruthless leverage. It signals to Intel: Deliver top-tier yields and aggressive wafer pricing, or watch the volume walk. TSMC Is the Unavoidable Tollbooth: Bulls are right on the money here. Whether it’s custom silicon for autonomous fleets, high-throughput satellite comms, or Terafab scale, advanced packaging (CoWoS) and sub-3nm volume still lead back to TSMC. In the AI hardware gold rush, TSMC owns the pickaxes. Bears Have a Point, but Sentiment Rules: Yes, a conversation is not a signed purchase order. But in semiconduc
TOPCoWoS allocation is the part people still underrate. When the same capacity is split across AI and custom silicon, TSMC keeps the pricing power and everyone else fights for slots
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10-07
$ARM Holdings(ARM) Consolidates Near $300 After AI-Driven Rally, Key $358 Resistance in Focus
📊 Market Recap As of October 7, 2026, 'ARM' closed at $302.56, down just -0.11% on the day. The stock traded in a narrow range between $301.07 and $308.50, signaling a pause after the explosive AI-infrastructure rally earlier this year. The closing price remains roughly 33% below its 52-week high of $452.70, while support near $206.00 has become a key downside reference after the recent pullback. 🚀 Key Drivers AI Agent CPU Tailwind: ARM architecture is gaining traction as hyperscalers shift computing workloads from GPUs toward custom CPUs for autonomous AI agents; ARM's self-developed CPU for intelligent agents, first adopted by Meta, has been a major catalyst. SoftBank Control & Float Squeeze: SoftBank Group holds approximately 86.39% of shares, leaving a float of only about 143 milli
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10-07
$Moderna (MRNA) Plunges -7.75% After Touching 52-Week High: Cancer Vaccine Momentum Hits Strong R...
📊 Market Recap On October 7, 2026 (ET), 'Moderna, Inc.' closed at $187.46, down -7.75% from the prior close of $203.21. The stock hit an intraday high of $212.22, which marked a new 52-week high, before reversing sharply to a low of $186.64. The close is now about 11.7% below that 52-week high, reflecting intense profit-taking after the recent parabolic rally driven by the personalized mRNA cancer vaccine pipeline. 🚀 Key Drivers Cancer Vaccine Data Momentum: Three abstracts on intismeran autogene were accepted for ESMO, including Phase 3 INTerpath-001 melanoma data; full results are expected on October 24. Rally Overextension: The stock has risen more than 5x year-to-date and more than 100% in the past month, leaving it vulnerable to sharp mean-reversion moves. Short-Selling Pressure: Shor
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10-07
$TSM Slides -0.72% After Record Run: Terafab Momentum Holds, $486 Resistance Stands as Launchpad ...
📊 Market Recap As of the latest U.S. session, 'TSM' settled at $482.30, down -0.72% on the day. The stock remains within 1.1% of its 52-week high of $487.47, consolidating after the October 5 surge that pushed its total market cap near $2.5 trillion. The pullback looks like high-level profit-taking rather than a trend reversal, with a trading range of $481.48 to $486.00 and a modest amplitude of 0.93%. 🚀 Key Drivers Terafab Partnership Speculation: Reports that 'TSM' is in talks to join Elon Musk's Terafab project were confirmed by Musk on X, fueling expectations for end-to-end advanced semiconductor capacity in the U.S. and supporting the record-high breakout. AI Capex Superscycle: Sustained demand for high-end AI chips and aggressive hyperscaler capital expenditure continue to reinforce
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10-07
$Circle Internet Corp. (CRCL) Climbs +1.00% to $84.13: Stablecoin Giant Rebounds from Oversold Zo...
📊 Market Recap As of the latest session on October 7, 2026, 'CRCL' closed at $84.13, up 1.00% or $0.83. The stock remains down from its 52-week high of $159.47, but is showing signs of stabilization after rebounding from the $74.45 support level. The recent price action suggests a shift in momentum as buying interest returns near the lower end of its range, with the after-hours quote holding firm at $84.4617. 🚀 Key Drivers Capital Flow Reversal: Five-day capital flow turned positive with consecutive inflows, including 20.57 million on October 1 and 4.41 million on October 5, signaling renewed institutional interest after late-September outflows. Stablecoin Ecosystem Momentum: Circle Internet Corp. remains a key infrastructure play in the digital asset space, with market attention focused o
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10-07
$Apple (AAPL) Gains +0.22%: CEO Shakeup and AI Agent Race Keep Momentum Near $334
📊 Market Recap As of the latest session, 'AAPL' closed at $333.63, up +0.22% with a daily gain of $0.74. The stock remains about 3.4% below its 52-week high of $345.34, holding a constructive high-level consolidation after recent leadership changes and renewed positioning in the AI agent ecosystem. 🚀 Key Drivers CEO transition: Reports that Apple's new chief executive is seeking a broad overhaul of the company have kept sentiment active, as investors weigh potential strategic shifts in products and services. AI agent competition: Meta's launch of Muse, which quickly topped the App Store download chart, has refocused attention on Apple's role in the personal intelligent agent race and its services monetization potential. iPhone demand monitoring: UBS noted that iPhone wait times are broadly