439
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10-26
$Torm PLC(TRMD)$ Torm go go go to the moon 🌙!!!
528
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10-26
$Tesla Motors(TSLA)$ Patience will pay off.
1.69K
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10-26
Big Tech Earnings Will Test the Returns on AI Spending
The market: technology shares await earnings and the Federal Reserve The $Invesco QQQ(QQQ)$ slipped 0.01 per cent to US$704.40 on Friday, while the $S&P 500(.SPX)$ fell 0.52 per cent to US$759.97. After the previous session's sharp technology sell-off, the indices did not immediately choose a new direction. Microsoft, Alphabet, Amazon, Intel and several storage companies report between Wednesday and Thursday, while the Federal Reserve decision is due at 2am Beijing time on 29 October. Earnings, cash flow and interest rates will all reset the value assigned to AI assets within a narrow window. The prevailing expectation is for the Federal Reserve to keep its 3.75 per cent
TOPKelvin 梁: The main recent development for Invesco QQQ (QQQ) watchlist is a renewed AI/mega-cap technology sell-off , accompanied by a sharp rise in crude oil prices. A 2026-10-23 market report noted that Meta’s quarterly results helped trigger weakness in the AI trade while oil surged, pressuring the Nasdaq complex. Tiger News Why it matters for QQQ: QQQ is highly concentrated in large technology and AI-linked companies: NVIDIA (NVDA) watchlist and Apple (AAPL) watchlist each account for about 8% of the fund, followed by Microsoft (MSFT) watchlist at about 6%. That concentration means concern over AI spending, cloud-demand returns, or higher inflation/rates from energy prices can transmit quickly to the ETF rather than remaining a single-stock issue. The latest available quote shows QQQ at US$704.40 in the prior regular session, with pre-market pricing at US$707.95 on 2026-10-26. The nearby quoted support and resistance levels were US$691.62 and US$727.01 , respectively. I did not find
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10-26
The October Curse Strikes US Stocks as Equities and Gold Show Signs of a Breakdown
I have repeatedly highlighted October as a key turning-point window for US equity indices. Whatever the news backdrop, a break below the key trend line should prompt us to consider reducing risk. US indices have yet to see a sharp acceleration in selling, but other markets, including mainland China's A-share market, have already fallen. It is hard to tell whether this reflects a synchronized move across markets or local developments. With most of the news unfavorable, however, temporarily reducing risk is a prudent choice. $China A50 Index - main 2610(CNmain)$ $Hang Seng Index - main 2610(HSImain)$ $Hang Seng Index - Oct 2026(HSI2610)$
TOPCheck the history first: last October SPX actually finished green, so the October curse narrative feels overstated. Trend break matters more than the calendar to me
8.73K
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10-26
AI Earnings Week 📅| Microsoft, Alphabet and Amazon Face the Cash Flow Test
Hi Tigers🐯, This week puts the economics of AI infrastructure under the spotlight. Microsoft ($$MSFT) and Alphabet $$GOOGL) are scheduled to report on October 28, followed by Amazon ($AMZN) on October 29. These are upcoming releases: the September-quarter results had not been published as of October 26, 2026. [1–3] My focus is on whether cloud demand can support durable profits and cash generation as investment expands. A revenue beat could help sentiment, but the spending outlook and funding plan may decide whether that confidence lasts. 1 | The Earnings Calendar📅 Company Reporting period Scheduled release Microsoft | MSFT FY2027 Q1 Oct. 28, 2026 | After close Alphabet | GOOGL 2026 Q3 Oct. 28, 2026 | After close Amazon | AMZN 2026 Q3 Oct. 29, 2026 | After close Dates use the U.S. Eastern
TOPI agree My directional outlook is conditional. I would become more constructive on results that combine resilient cloud demand, credible margin guidance and a clearer cash recovery path. If spending rises while those signals weaken, I would expect valuation pressure to remain
1.43K
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10-26
🎁Weekly EPS Growth & Dividend Leaders: GOOG, MSFT, AMZN, V, CAT and more
😀Hi Tigers, As the Q3 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between October 26 and October 30. 🎁Weekly Higher EPS Estimates: GOOG, MSFT, AMZN, V, XOM & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings resu
TOPI'm sorry, I've just encountered some problems. Please try again later.
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10-26
POLL>>🪙 | 💰 10 US Stocks Hit New Highs: AAPL, XOM ,CVX, SHEL,COP.....
💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 As of October 23, 2026. Your supplied screen identifies 19 US-listed stocks with market capitalizations above $10 billion in the new-high bucket. The quoted prices are below their recorded peaks, so these are stocks trading near record highs—not necessarily closing at records. Screen valuations and returns below refer to your supplied dataset. The top 10 tickers leading this cohort - $Apple(AAPL)$, $Exxon Mobil(XOM)$, $Chevron(CVX)$, $SHELL
TOPI find it interesting that energy stocks dominate this list of stocks trading near record highs. Higher oil prices and stronger refining margins support earnings, but I would not chase the rally blindly. I prefer companies with strong cash flow, manageable debt, and consistent shareholder returns. Outside energy, I would watch $Apple(AAPL)$ and $NASDAQ(.IXIC)$ for their services and financial infrastructure businesses. However, valuation matters even for quality companies. I prefer accumulating gradually during pullbacks rather than buying simply because a stock is making new highs. Personally, I focus on balancing growth with risk management. Strong earnings and cash flow matter more than price momentum alone. I would favor fundamentally sound companies with sustainable earnings and reasonable valuations while keeping cash ready for better entry points. @Tiger_comments @TigerStars @TigerClub @TigerPicks
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10-26
Weekly | OU8, F17, T24, E28, 41B, 53W, JCO, TAP & 1V3 lead Buybacks
Over the five sessions through to 22 October, more than 70 filings relating to directors’ interests and substantial shareholdings were filed across 40 primary-listed stocks. Directors or CEOs reported 29 acquisitions and one disposal, while substantial shareholders filed 10 acquisitions and three disposals. The five sessions through to 22 October saw 20 primary-listed companies conduct buybacks with a total consideration of S$20.0 million, half the run rate of the previous week as the earnings season heats up. $UOB(U11.SI)$ again led the activity with S$8.1 million of buybacks, followed by $ST Engineering(S63.SI)$ with S$5.1 million. 1. $Centurion(OU8.SI)
TOPUOB leading with S$8.1 million again is a pretty clean signal. I care more about whether that buyback pace stays steady through earnings season as a real complement to dividends
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10-26
SGX Daily Top Movers (26-10-2026): D05, O39, U11, C38U, Z74, A17U, BS6, AWX, S68 & J36 lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $CapLand IntCom T(C38U.SI)$ $Singtel(Z74.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $AEM SGD(AWX.SI)$ $SGX(S68.SI)$ $JMH USD(J36.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $AvePoint(AVP.SI)$ 3.Stoc
TOPGreat post 👍 🏻 Great post 👍 🏻 Great post 👍 🏻 Great post 👍 🏻 Great post 👍 🏻 Great post 👍 🏻
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10-24
🌟🌟🌟The recent collective surge in cybersecurity stocks to all time highs is primarily driven by a structural shift in enterprise risk: the rise of autonomous AI agents. Leading labs like OpenAI, Anthropic and Meta have noted that rogue or compromised AI agents operating at machine speed represent the single biggest threat vector today. This creates an entirely new cybersecurity paradigm where software must defend against automated, adaptive AI entities rather than traditional human hackers. $Palo Alto Networks(PANW)$ stands out as a good buy as its dedicated platform Prisma AI has been praised by enterprise customers for its ability in monitoring and securing autonomous machine to machine AI data flows across cloud networks. Cybersecurity
TOPNice Sharing 😁 @Shyon @DiAngel @Barcode @JC888 @Aqa @Shernice軒嬣 2000
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10-26
(Part 3 of 5) - Market Outlook of S&P500 (26Oct2026)
Market Outlook of S&P500 (26Oct2026) Technicals as of Friday 23 October close (Yahoo Finance data): · Close 7,623.68 — down ~0.5% on the week, ~2.5% below the record 7,818.9 set earlier this month, still +11.4% year to date. · Below the 50-day average (7,700) and 20-day exponential average (7,713), but above the 200-day average (7,291). Short-term strength has faded; the longer-term uptrend holds. The index is roughly 330 points above its 200-day average. · MACD: −3.1, below its +12.6 signal line. This price-trend indicator suggests weakening momentum. · Chaikin Money Flow: −0.02. This price-and-volume indicator suggests modest, not heavy, selling. · Relative Strength Index (RSI): 42. Momentum is weak, but not yet “oversold”—a level suggesting unusually heavy selling. · The long-term t
TOPRSI 42 is not oversold yet, but MACD flipping negative with price under the 50 day says short term momentum is fading faster than it looks. I care more about whether 7291 keeps holding
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10-26
(Part 4 of 5) News and my thoughts from the past week (26Oct2026)
News and my thoughts from the past week (26Oct2026) 1. Major-company job cuts — American Express: 5%, about 3,500 employees; Barclays: 5,000 as AI improves efficiency; eBay: about 9%; Netflix: 6% globally, about 1,000 (WSJ via X user Zerohedge). Comcast plans significant cuts before its NBCUniversal spinoff (Bloomberg, 21 Oct). Perspective: cost savings are visible; extra AI revenue remains uncertain. 2. Morgan Stanley cuts its AMD chip forecast — Its 2026–2030 graphics-chip (GPU) forecast fell 43%, from 14.1 million to 8.0 million units: 5.9 million fewer (Morgan Stanley chart, 14 October). Perspective: weaker demand echoes the revenue and spending concerns in items 3 and 5. 3. AI revenue: expectations versus results — Rand Group Research compares combined OpenAI and Anthropic annual recu
TOPFor VOO this kind of macro mess is exactly what long-term averaging is meant to smooth out. The 7.3% drop in pending home sales matters more to me than the AI hype headlines.
906
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10-26
Junk Bond Yields Rose 1.39 Points In Six Months. The Weakest Ones Rose 5.02.
The average high-yield bond now yields 8.14%. Six months ago it was 6.75%. The weakest slice, rated CCC and below, went from 12.97% to 17.99%. Same market, same six months. The average moved 1.39 points. The bottom moved 5.02. WHY THE AVERAGE LOOKS CALM An index is an average. An average can sit still while one part of it falls apart, because the healthy parts pull the number back toward the middle. That is true of a bond index, a sector fund, and your own options book. If you only read the headline number, you find out about the tail last. Here is how to split an average and see where the move really came from. THE THREE CHECKS Check one: write down the move in the headline number between two dates. Pick the dates before you look, so you don't choose the window that tells the best story.
TOPThis is a deep and interesting analysis. I would like to appreciate your thoughts and make my mind open eyes. Looking forward to see more from you in future. Keeps it moving
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10-26
$SPX + KEY STOCK SETUPS FOR MONDAY 🐯
The market is giving mixed signals, and Monday’s best opportunities may come down to how price reacts at key technical levels. Here’s what I’m watching across $SPX, $AAPL, $AVGO, $SPOT, $NOW, $CRWD and $IREN. 👇 🔹 $S&P 500(.SPX)$ Friday’s price action was indecisive, but the index is not oversold. 📉 Bearish below 7,632 🎯 Targets: 7,603 → 7,583 🚧 Hard resistance: 7,647.2, then 7,651.9 📩 I send modeled levels for the next session by email every day. Join the list via the link in bio. 🍎 $Apple(AAPL)$ Indecisive price action near the upper Bollinger Band has historically led to a pullback toward at least the 20DMA. This time may be no different, with 338 in sight. ⚡
TOPReally really really really really really really really really really really really really really really really really really really really really really really really really really really really really really really really really
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10-26
🐶📊 Midday Market Update — 26 October 2026 Options Puppy’s Market Takeaway
🐶📊 Midday Market Update — 26 October 2026 Options Puppy’s Market Takeaway 🥇 1. Gold rebounds Gold rebounded after falling below US$3,980. Buyers may be stepping in at lower levels, but I want to see whether the recovery can continue. My view: Watch whether gold holds its rebound instead of chasing the price. 🛢️ 2. Oil retreats Oil prices retreated today. Lower oil prices may ease inflationary pressures, but the impact depends on supply, demand and the wider economic outlook. My view: Monitor oil prices, inflation expectations and interest-rate developments before making a trading decision. 🏦 3. Singapore banks: DBS and OCBC DBS and OCBC experienced intraday declines before rebounding. * DBS: Fell towards S$73.80 before recovering. * OCBC: Dropped towards S$28.80 before rebounding. * OCBC p
TOPYou need to be patience for Oil to retreat back to USD80 once both wars come to a stop. I am sure that no one wants it to continue due to the economic impact on high inflation. China being the biggest importer for oil has became less reliance with the nuclear and LNG terminal in full gear ahead. It’s a matter of time that it will collapse all those who went “Long” on oil is going to face the music soon. Good luck.
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10-23
$Alphabet(GOOG)$
TOPThat MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real.
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10-24
Bull or Bear Market now?
Your portfolio thinks it’s diversified. Your risk budget knows better. Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.
TOPThis is a good analysis of the market, much knowledge gained from this insightful post
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10-24
CRCL Has 7 Trading Days Until Earnings. Here Is My Roadmap to Nov 4.
$Circle Internet Corp.(CRCL)$ Circle closed at $85.91, but the headline number hides something interesting. CRCL has spent most of October absorbing repeated selling without losing the $80 area. It fell from nearly $100. It briefly flushed to $75.27. It recovered. And now it is compressing around $85-$87 with RSI almost perfectly neutral. That does not look like a stock investors have abandoned. It looks like a stock waiting for its next catalyst. And there are only seven trading sessions before Circle reports Q3 earnings on Nov 4. My base case? CRCL tests $90-$92 next week, then makes an attempt at $95-$100 immediately before earnings. But there are two very different forces that will decide whether that happens. WEEK 1: OCT 26-30 The macr
TOPNice Sharing 😁 @JC888 @DiAngel @koolgal @Shyon @Aqa @Barcode @Shernice軒嬣 2000
8.80K
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10-26
SpaceX’s $40 Billion GPU Financing—and Musk’s Warning of an AI Cloud Shakeout
Elon Musk has raised a question for AI infrastructure investors: if demand keeps growing, why might some cloud providers struggle to survive? In an X post on October 25 U.S. time, Musk said debt markets had largely closed to companies without substantial revenue outside AI data centers. He said SpaceX had completed $40 billion in GPU debt financing, pointing to what he described as its investment-grade credit standing and revenue from Starlink and rocket launches. He then predicted widespread failures and consolidation among more than 200 neocloud companies, with relatively few making it through. Those statements about financing conditions, the number of providers, and their prospects are Musk’s assessment—not independently verified industry-wide findings. He did not specify a failure rate
TOPI care more about customer concentration than size here. A lot of neoclouds are basically one or two contracts away from a cash flow hole, and debt markets do not wait.
563
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10-26
The S&P 500 Earnings Boom Has a Concentration Problem
Wall Street is expecting a strong earnings season, but there is a detail investors should not overlook: much of the expected profit growth is coming from a surprisingly small group of companies. Analysts expect S&P 500 companies to deliver approximately 30% earnings growth in the third quarter compared with a year earlier. According to the figures cited in the report, Nvidia and Micron alone account for 34% of that expected growth, while just 10 companies contribute roughly two-thirds. That raises an important question: Is the US stock market experiencing broad-based earnings growth, or is it becoming increasingly dependent on the AI boom? 1. AI is driving earnings expectations Nvidia and Micron are benefiting from demand for AI computing and memory infrastructure. Broadcom and Meta ar
TOPFrom past chip cycles, capex usually runs ahead of real demand. If CFO commentary on AI monetization keeps turning cautious, breadth probably stays narrow.