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PDD 2025Q2 Earnings Conference Call
Hey Tigers! 🐅
Markets are heating up — and we want to know what you think.
💡 Got a hot take? A risky bet? A winning play?
Share your ideas below and climb the leaderboard!
Let’s break it down. These stories drove the markets.
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Weekly Five Key Areas: Earnings, Macro, Singapore Stocks, Options, Futures
Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!
🌍 Monday — Macro Economy
Focus on global macro data and policy updates to understand overall market trends.
The S&P 500 finished slightly higher last week, recovering on Friday after four days of losses, lifted by Fed Chair Jerome Powell’s Jackson Hole comments hinting at possible rate cuts. Value stocks outperformed growth, with energy, real estate, financials, and materials leading gains. Mid- and small-cap indexes rallied strongly, while the Nasdaq fell on profit-taking and concerns over the sustainability of AI-driven investment. Treasuries also advanced after Powell’s remarks, pushing yields lower.
Powell stressed the Fed’s dual mandate of controlling inflation and supporting employment. He noted risks are shifting in ways that may justify policy adjustments, with rates already at restrictive levels. Weak labor demand and falling labor supply, partly due to reduced immigration, suggest rising downside risks to employment. His message indicated a more balanced stance, acknowledging inflation pressures but also growing cracks in the job market.
The S&P Global PMI showed August business activity at its fastest pace this year, with manufacturing at a 39-month high. Firms boosted inventories on demand expectations but faced the steepest input cost increases since May, driven by tariffs. Companies passed higher costs to consumers, pushing prices to their fastest rise since August 2022. Meanwhile, jobless claims rose to 235,000, above forecasts, and continuing claims also increased, signaling labor market weakness.
The week ahead: August 25-29
📌【Today’s Question】
What’s your trade idea for today?
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Comments
My trade idea is to watch AI-linked names that usually move with NVIDIA, like AMD $Advanced Micro Devices(AMD)$ and Super Micro $SUPER MICRO COMPUTER INC(SMCI)$ . If earnings surprise to the upside, I’ll ride the momentum. But I’ll also stay cautious — maybe hedge with options, since valuations are stretched and profit-taking risk is high.
Overall, I see this week’s market trend being directed more by NVIDIA than macro headlines. If results fuel the AI rally, I’ll lean into growth plays; if not, I’ll pivot to defensive sectors until sentiment steadies.
@Daily_Discussion @Tiger_comments @TigerStars
Do not focus on nvda.
For Chinese stock, Xiaomi is doing great. The rest, not so.
$CapLand China T(AU8U.SI)$