🔥 Wall Street Is Near Record Highs. Now Comes the Earnings Test.
The market has been rallying, but this week could reveal whether the optimism is justified. The S&P 500 closed at 7,811.54 on Friday, while the Nasdaq finished at 27,366.17. Now investors face a busy week of bank earnings, inflation data and one major test for the AI trade: $TSM. 🏦 1. Banks: Is the US Economy Still Holding Up? $JPM and $WFC report on Tuesday, with other major banks also taking the spotlight. Investors will be watching: • Net interest income and lending trends • Investment banking and trading revenue • Consumer credit quality and signs of financial stress • Management’s outlook for the economy Higher interest rates can support lending margins, but they can also make borrowing more expensive and put pressure on customers. Strong profits alone may not be enough if bank ex
₿ Bitcoin Is Holding $80K — But a 5% Treasury Yield Changes the Game Bitcoin is trading around $83,746, up 1.01%, while the US 10-year Treasury yield has climbed back above 5%. That creates an interesting question: when investors can earn a relatively attractive yield from government bonds, why take the extra risk of holding Bitcoin? 📈 The Bull Case: Bitcoin Is Maturing Bitcoin bulls argue that institutional participation is changing the market. Greater involvement from large investors could help deepen liquidity and broaden demand. Bitcoin also has a different investment thesis from traditional assets. Supporters see it as a scarce digital asset with long-term potential, rather than simply another high-growth technology trade. 🤔 The Bear Case: There Is a Cost to Holding Bitcoin Treasuries
$ONDS 20261009 6.5 PUT$ Ondas Holdings (ONDS) — Recent Bullish vs Bearish News Bottom line: The news flow over the past two months is genuinely two-sided. The bull case rests on an accelerating defense order book — roughly $165M of new orders booked from late August through early October, including a $56M European loitering-munition order, plus a string of acquisitions that broaden the platform. The bear case is financial and dilution-driven : a Q2 EPS loss of $0.19 vs. $0.05 expected, heavy share issuance to fund acquisitions, and options flow that has repeatedly leaned bearish. The stock has not rewarded the order momentum — it closed at $6.73 on 2026-10-10, down 1.75% , well below the $7.43 resistance level and roughly
$CRML 20261016 15.0 CALL$ chunk change for tea break... waiting for more opportunities to ride this wave 🌊 again... more political upheaval, more Trump's nonsense, more interest in its principal company... then I can earn more pocket change. Not going to worry if the principal got called away. Yes, I missed its big one at $30+ some time ago due to the calls options. However, I have also made two big rounds in the same trade, so I can't and shouldn't complain. Be patient... I am sure the next wave 🌊 for either rare earth minerals or Greenland 🇬🇱 issue would come again in the months ahead, like it or not. The principal company isn't borne by politics for no reason.
$Microsoft(MSFT)$ **Microsoft is positioned to significantly outperform the S&P 500 over the next two years**, driven by its accelerating AI and cloud leadership that few peers can match at scale. Azure has become the standout growth engine. In fiscal 2026, Azure surpassed $100 billion in annual revenue for the first time, with recent quarterly growth hitting 43% and management guiding to about 45% in constant currency for the current period. This is not speculative demand—commercial remaining performance obligations (RPO) surged 84% to $678 billion, providing multi-year revenue visibility that the broader market lacks. Roughly 30% of that backlog is expected to convert within 12 months, giving Microsoft exceptional forward certainty. AI mone
$Sheng Siong(OV8.SI)$ 🌟🌟🌟I invest in Sheng Siong because it is more than just a supermarket stock. It is the quiet, reliable heartbeat of Singapore's heartlands. While the rest of the market chases noisy hype and speculative bubbles, Sheng Siong quietly goes to work by delivering great earnings, growing revenue to SGD 1.6 billion and net profit to SGD 149.2 million. It does this by feeding neighbourhoods with honest everyday value and treating their staff well. Sheng Siong is the kind of stock that I would like to hold forever. @Tiger_SG @TigerStars @Tiger_commen
$Palantir Technologies Inc.(PLTR)$ Long term bullish, mid term not so. ATH reached yet volume remains low. Price over everything as the Germans saying. But Volume tells you more than any Technical indicators.
$BABA-W(09988)$ $Alibaba(BABA)$ $BABA-W(09988)$ my prediction was correct last week that we will close higher at end of the week compare to the previous week closing. Similarly this week I expect it to close higher compares to last Friday closing price. Generally I think the China tech stocks are oversold and buyers maybe rushing in to secure the low prices.