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10-28 16:05
[Event Registration, For Lv1 - 6 Users] 5 November|A Practical Guide to Value Investing in 2026
Can timeless value investing principles still work in today’s markets? Concepts like margin of safety, Mr. Market and high-ROIC businesses have evolved through the work of Buffett, Munger, Li Lu and others, and knowing how to apply them alongside modern market mechanics is what turns old wisdom into a practical edge. Join Jeremy Tan, CFA charterholder and seasoned investor with over 25 years of experience across equities, futures trading, property development and business growth, with a focus on value investing and tactical trading in Southeast Asian markets. In this seminar, he will examine how classic value investing concepts relate to position sizing, catalysts and options, explore the Barbell portfolio approach in global and Singaporean markets, and share the analytical frameworks used
TOPTiger_SG: Can timeless value investing principles still work in today’s markets? Join us on 5 November for “From Graham & Buffett to Modern Masters: A Practical Guide to Value Investing in 2026” with Jeremy Tan, Investment Representative at Tiger Brokers (Singapore), and learn how concepts like margin of safety and Mr. Market connect with position sizing, catalysts, options and the Barbell portfolio approach.
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10-28 14:37
Macro Strategy Weekly: Will Key Supports Break This Week? A Bigger Correction Ahead?
Weekly Report: Key Views Hello everyone, and welcome to another edition of our Macro Strategy Weekly. Each issue features market strategy insights from selected contributors with relevant professional expertise. We also track how their views perform each week. Here is a preview of this week’s key ideas: Markets Turn Defensive as Volatility May Persist Through Next Year’s First Quarter Under the US dollar cycle model, market volatility could continue through the first quarter of next year. Safe haven, arbitrage and options strategies should therefore take priority. If US equities break below key trendlines, investors should focus on risk control. Gold is unlikely to regain bullish momentum before reclaiming its 20 day moving average. A confirmed break below $4,000 could open
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10-28 12:43
While $SMIC(00981)$ pulled back 22% in October to test HK$45.34 (just above its HK$44.10 52-week low), SMIC's underlying fabs are running hot at 93.7% utilization with Q2 net income up 262% YoY and Q3 margins guided to 26%–28%. Sellers failed to break HK$45.34 this week, and a reclaim of HK$50.00 sets up a pre-earnings run into the November 13 Q3 report.
TOP50 is the real trigger here. Clear that before Nov 13 and the pre-earnings squeeze looks very live
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10-28 09:07
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The recent massive pullback in semiconductor and AI-related stocks has definitely shaken market confidence. Even strong companies are facing selling pressure as investors reassess AI valuations, capital expenditure, and the sustainability of future growth. However, after watching SOXL closely for some time, I have started to slowly bottom-fish again. My decision is not based on the belief that the market has already reached its lowest point, but rather that the recent correction may gradually create opportunities for investors who are willing to be patient. One reason I am considering adding to SOXL is my longer-term bullish view on the semiconductor industry. AI infrastructure demand
SOXL
10-27 13:30
USDirexion Daily Semiconductors Bull 3x Shares
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 89.00 | +15.98% Holding |
TOP[Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser][Miser] the correction is over and I regret not to enter at $81 earlier on. Good luck Tigers
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10-28 15:30
[Events] Fed Rate Decision Tonight: Hold or Hike? What's Your Call?
The Federal Reserve will announce its latest interest rate decision at 2 PM ET today (2 AM Thursday, SGT). Markets are pricing in roughly a 90% chance that the Fed will hold its benchmark rate steady at 3.75%–4.00%. But here's the catch: A pause in October doesn't mean the rate hikes are over. According to CME FedWatch, markets are pricing in a 92.8% chance that the Fed will leave rates unchanged at 3.75%–4.00%. A CNBC survey tells a similar story: 93% of respondents expect a pause this week, but 76% believe another rate hike is coming in December. Why is the Fed still under pressure? Inflation remains stubbornly high. The U.S. Consumer Price Index (CPI) rose 3.7% year over year in September, with rising energy costs adding to price pressures. Meanwhile, the labor market is losing momentu
TOPGiven current US economic data and the upcoming election, the Fed is expected to hold rates steady for now. However, a rate hike toward the end of the year remains highly likely.
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10-28 12:20
$SOFI ($16.40) Explodes +13.4% on 161M Volume After Q3 Beat & $5.04B Guidance Raise: Full VSA & Breakout Levels to $21+
Rate sensitivity kept $SoFi Technologies Inc.(SOFI)$ pinned at $14.46 near its 52-week low heading into Tuesday until Q3 numbers blew the doors off ($0.18 EPS vs. $0.17 est., $1.37B+ revenue vs. $1.28B est., and FY26 revenue raised to $5.04B). Printing 160.99M shares on the breakout confirms massive institutional absorption. As long as the $15.67–$15.98 breakaway gap holds, shorts are trapped below $16.76.
TOPSoFi offers high-yield savings, all-in-one digital banking, no mandatory account fees, rate discounts on loans, and an integrated investment platform, creating an accessible, fee-friendly financial ecosystem.
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10-28 15:16
Microsoft and Alphabet Report Tonight: The Real Test Is Turning AI Spending Into Cash
The AI investment race is entering another important phase. Microsoft and Alphabet are set to report earnings after Wednesday’s market close, and investors will be looking beyond headline revenue and earnings per share. The bigger question is whether the enormous sums being poured into AI infrastructure are translating into sustainable revenue growth, stronger margins and healthy cash flow. Ahead of the reports, Alphabet gained 0.84% on Tuesday. Consensus estimates put Microsoft at $4.82 in earnings per share on $92.49 billion in revenue, while Alphabet is expected to deliver $3.11 per share on $132.02 billion in revenue. These are substantial numbers, but the market’s reaction will depend on whether both companies can meet elevated expectations and demonstrate that their AI investments ar
TOPOperating margin and FCF matter more here. If capex keeps outrunning AI monetization, cloud growth alone may not calm the tape
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10-28 15:17
SK Hynix’s Record Results Raise a Bigger Question: How Long Can the Memory Boom Last?
The AI investment cycle is creating opportunities well beyond GPUs. Memory chips, enterprise storage and semiconductor testing equipment are increasingly important as data centres expand to support larger AI models and growing computing workloads. SK Hynix rose 1.92% after reporting record third-quarter revenue of ₩104.6 trillion and operating profit of ₩83.3 trillion, alongside expanding shipments of next-generation HBM4 memory. Meanwhile, Seagate exceeded expectations with $4.23 billion in revenue, non-GAAP EPS of $7.68 and $1.5 billion in free cash flow. Teradyne also delivered results above expectations. Together, these developments highlight a broader trend: AI infrastructure spending is creating demand across several parts of the semiconductor and storage supply chain. But after such
TOPThe real test is whether AI demand stays firm once supply discipline loosens. If capacity expands too fast, margins can fade before volumes do.
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10-28 12:25
On Monday, bears tried to bury neoclouds on capital-market fears, pushing $NEBIUS(NBIS)$ to $153.27 (28.7 RSI). Less than 24 hours later, Nebius reported a ~$280M capital raise for its France AI data center and ripped +11.22% to $170.47 on 20.6M volume blowing right through the $163.00 breakout trigger. Next up: clearing the 200-day EMA/SMA ($173.09–$176.16) ahead of Nov 10 earnings.
TOPOne of the biggest mistakes I made early on was thinking I needed to trade more to make more. I eventually realized that taking fewer, better-understood setups and controlling the downside mattered far more. Owen Moshey’s teaching around risk management really helped me change that mindset.
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10-28 13:27
Anthropic’s IPO Sparks an AI Comeback — But Who Really Wins?
The AI trade is showing signs of life again. After weeks of selling pressure driven by concerns about excessive spending, debt and stretched valuations, investors returned to AI-related stocks on Tuesday. The Nasdaq Composite gained around 1.2%, while some of the hardest-hit infrastructure names staged strong rebounds. Nebius jumped 11.2%, CoreWeave rose 8%, Dell gained 7.5%, and connectivity companies Credo Technology and Astera Labs climbed more than 10% each. The catalyst? Anthropic’s IPO filing appears to have reassured investors about the scale of demand for AI services. Anthropic’s growth changes the conversation According to the figures cited in the report, Anthropic generated $16.3 billion in revenue during the first half of the year, nearly 14 times the amount recorded in the comp
TOPThe demand signal helps, but capex efficiency still decides the winners. Which infra names can earn decent returns without constantly raising the spend bar?
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10-28 12:29
After a brutal 34% October washout down to Friday's $142.89 climax low (on 12.68M volume), $Credo Technology Group Holding Ltd(CRDO)$ roared back +10.77% on Tuesday to $167.43 ($168.86 AH), leading all 21 stocks in the Optical Communication index. With 114.7% YoY revenue growth, dominant AEC market share, and 14 analysts averaging a $275 PT (JPM & Stifel at $310), clearing $173.83 opens the fast lane back to $182–$210.
TOPA 275 average PT feels way too far with sentiment this stretched. If 173.83 stalls again, that target starts looking more like brochure math
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10-28 15:13
💰🐯SK hynix: Profit Surges 632%, Revenue Tops ₩100 Trillion for the First Time
$SK hynix(SKHY)$ — Is This the Ultimate Answer to the AI Bubble Debate? Record earnings are strengthening the case for AI infrastructure spending. But for investors, the bigger question is whether today's extraordinary profitability can last. SK hynix has delivered a quarterly earnings report that is difficult to ignore. On October 28, the South Korean memory chipmaker reported third-quarter 2026 revenue of ₩104.62 trillion, up 328% year over year, while operating profit surged 632% to ₩83.33 trillion. Both figures set new quarterly records, and revenue crossed the ₩100 trillion threshold for the first time in the company's history. Behind these numbers lies a fundamental shift in the semiconductor industry: memory is becoming an increasingly crit
TOPI’d choose B — memory pricing and margin sustainability. HBM4 adoption is important, but even strong AI demand may not protect earnings if memory prices peak or competition increases. The key is whether SK Hynix can maintain pricing power and profitability as supply expands. Growth matters, but the price paid for that growth matters just as much.
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10-28 15:14
The Fed’s Next Move Could Decide the Fate of the AI Rally
The market is heading into another important test. On Tuesday, the Nasdaq 100 ETF (QQQ) gained 1.27%, while the S&P 500 ETF (SPY) rose 0.56% ahead of the Federal Reserve’s interest-rate decision. Semiconductor stocks led the advance, with AMD jumping 5.45%, Broadcom gaining 4.00%, and Nvidia climbing 0.90%. The rally suggests that investors are still willing to buy technology stocks despite concerns about elevated valuations and the direction of interest rates. However, one strong session does not necessarily mean the market has cleared its next hurdle. The key question is whether the Fed can provide enough reassurance on inflation and future policy to support another leg higher in technology stocks. 1. A rate hold may not be enough Markets largely expect the Fed to leave interest rate
TOPQQQ up 1.27% while SPY did 0.56% tells you risk is still crowding into semis. Feels constructive, but if QQQ loses momentum after the decision that breadth gap matters fast
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10-28 14:21
Intel Q3 2026 Earnings Preview: Strategic Margin Analysis & Investor Playbook
$Intel(INTC)$ is facing a critical execution test when it reports Q3 2026 earnings on Thursday, October 29. In this article, we would like to share how we are evaluating operational turnaround pressures, structural margin tests, and portfolio realignment strategies ahead of October 29 earnings. I. The Crucial Q3 Operational Context & Margin Test Heading into the October 29 earnings call, market sentiment surrounding Intel is defined by an acute tension between long-term fab independence and near-term capital discipline. The market is no longer content with promises of technical parity via the 18A node; institutional investors are strictly enforcing a margin-driven filter. The central question is whether Intel's gross margins can bottom out and
TOP45% gross margin is the line, but capex efficiency has to improve first. If that stays loose, the recovery path still looks slow
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10-28 14:41
THINGS HAPPENED
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Robinhood $Robinhood(HOOD)$ reported Q3 2026 revenue of $1.4B, up 12% YoY but slightly below the $1.42B estimate, while EPS of $0.51 missed expectations of $0.56, including a $0.07 per-share unrealized investment loss primarily tied to Robinhood Ventures Fund I. Net income declined 14% to $476M, while adjusted EBITDA increased 9% to $808M. Transaction-based revenue grew 19% to $867M, partially offset by a 9% decline in net interest revenue to $415M. Meanwhile, total platform assets climbed 19% to $396B, funded customers increased 7% to 28.7M, and Gold subscribers surged 34% to 5.2M, supported by $15.7B in net deposits. Robinhood now has 14 business lines ge
TOP10 year memory deals change the cycle math a lot. For Micron, that means firmer pricing power and cleaner revenue visibility if AI capacity keeps locking up supply
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10-28 10:31
💎 Diamonds aren’t just for proposal rings anymore.
$Henan Liliang Diamond Co.,Ltd.(301071)$ Chinese diamond factories are pivoting to AI chips—and pulling 50% gross margins on industrial diamond tech. 😳 You probably wouldn’t guess it, but in the near future, a diamond’s most valuable job won't be on your finger... It’ll be sitting right next to an Nvidia GPU, keeping AI chips from melting. 🔥 📰 Here’s what’s happening: Reuters just dropped an eye-opening report on China’s synthetic diamond industry. China produces about 50% of the world’s lab-grown diamonds. As the jewelry market gets flooded and prices collapse, smart manufacturers are pivoting to semiconductors, AI servers, and advanced cooling materials. 📌 Why does AI need diamonds? AI chips are getting insanely powerful—and ri
TOPThe cooling angle is real, but semiconductor grade purity is the hard part. If defect density stays high, this probably ramps slower than bulls think
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10-28 12:05
SK Hynix and Seagate: Strong Storage Earnings, Different Market Reactions
AI infrastructure spending is showing up in storage companies’ financial results. $Seagate Technology PLC(STX)$ $SK hynix(SKHY)$ On October 28, SK Hynix released its third-quarter 2026 earnings. Seagate reported its fiscal first-quarter 2027 results after the U.S. market closed on October 27. Both companies delivered strong operating results. Their shares reacted differently: reports captured SK Hynix’s Korean-listed shares rising nearly 3% during the session, while Seagate fell approximately 6% in after-hours trading. What stands out to me is that demand for memory and mass-capacity storage is translating into revenue, profitability and cash flow. Investors now have to asse
TOPMy focus isC: waiting for confirmation of orders and cash flow. AI infrastructure creates two opportunities. SK Hynix benefits from high-bandwidth memory and premium pricing. Seagate benefits from growing data storage needs. However, record earnings do not guarantee attractive valuations. SK Hynix faces rising capital expenditure and future supply expansion, while Seagate's margins depend on pricing discipline and HAMR adoption. Die Ergebnisse wurde die Ergebnisse der Ergebnisse. Seagate's $1.48 billion quarterly free cash flow is encouraging, while SK Hynix's long-term customer agreements improve demand visibility. My conclusion:AI storage is becoming a real earnings story, not merely a market narrative. would prioritize sustainable cash flow, pricing power and valuation over headline growth. The best investment is not necessarily the fastest-growing company, but one that can defend profits when supply catches up. @Tiger_comments [思考]
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10-28 11:19
Rise of SPCX, Fall of T, TMUS & VZ is real ?
Elon Musk's $SpaceX(SPCX)$ doesn't just want to beam the internet from space. It wants to sell American citizens, a phone plan and companies that own the cell towers are cashing in. On Fri, 23 Oct 2026, it was reported that SPCX is in talks for access to at least 80,000 US cell sites, a step toward building a 4th nationwide carrier. (see below) Upon news broke: $Crown Castle(CCI)$ jumped +9.0% on Friday to its highest close since June 2026. $American Tower(AMT)$ & $SBA Communications Corp(SBAC)$ meanwhile rose more than +3.0%. With $AT&T Inc(T)$ &
TOPBold maybe, but real value depends on whether tower access turns into durable lease economics. 80,000 sites sounds big, yet can satellite demand actually support a true fourth-carrier model?
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10-28 10:38
Analysis of Corning Q3 2026 Earnings & Springboard Strategic Outlook
$Corning(GLW)$Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to the Third Quarter 2026 Earnings Conference Call. Today's conference is being recorded. I will turn the conference over to Chris Keenan. Christopher Keenan Thank you, good morning. Welcome to Corning's Q3 2026 Earnings Call. With me are Wendell Weeks and Ed Schlesinger. Today’s remarks contain forward-looking statements subject to risks and uncertainties that may cause actual results to differ materially, details are in our financial filings. We will mainly discuss non-GAAP core performance metrics. GAAP and core EPS differences are mainly from hedging adjustments and discrete tax items. Reconciliation is available on corning.com. Supporti
TOP$2.3B FCF against $1.3B CapEx is the part I like most, buybacks actually look funded without starving optical growth
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10-28 10:49
SoFi Technologies (SOFI) Q3 2026 Earnings Insights
$SoFi Technologies Inc.(SOFI)$Earnings Call Insights: SoFi Technologies (SOFI) Q3 2026 Management View "SoFi delivered an exceptional third quarter by any measure." (CEO & Director Anthony Noto) "We achieved 35% growth in members and 44% growth in products... reaching $1.4 billion... and adjusted EPS of $0.18." (CEO Noto) "Given the momentum in the business and our ability to execute in a higher rate environment, we are raising our full year 2026 guidance." (CEO Noto) "We now expect 2026 adjusted net revenue of $5.04 billion... adjusted EBITDA of $1.66 billion... adjusted net income of $840 million... and adjusted EPS of $0.61." (CEO Noto) "Momentum across the business is broad-based and visibility remains strong, giving us con
TOPThat 24% tech platform drop is the part I can't hand-wave. How does customer concentration square with a steady-state return to 25% growth?