💰Stocks to watch today?(4 September)

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

Risk-On, With a Short Clock

The market moved back into a risk-on posture as rate expectations softened. Large technology, software and financials led the advance, while the S&P moved back to within striking distance of its high. I am participating, but I am not treating that as permission to chase everything. The calendar still matters. The second half of September has often been less forgiving, so I prefer setups close to clear support that should begin working within a few sessions. Three charts stand out to me for the next session: - Barrick Gold is pulling into a cluster of technical support after a strong trend. The structure gives me a defined area where the bullish thesis should either work or fail. - Charles Schwab is holding near its highs with support beneath it and improving momentum. I like the cleane
Risk-On, With a Short Clock
avatar顾明喆
09-04 16:32

U.S. Stocks: Will Semis Drag Markets Lower Again? Bitcoin: Escape Hatch or Bomb?

Last night, I hosted a live session on Tiger’s futures platform titled Global Multi-Asset Allocation Strategy. The session covered global macro conditions, U.S. equities, gold, and Bitcoin, with a focus on the market’s key tensions, potential risks, and corresponding trading ideas. For those who were unable to attend the live session, the replay is available here >>> U.S. Stocks: Will Semis Drag Markets Lower Again? Bitcoin: Escape Hatch or Bomb? Below, I have organized the key information and trading-related views from the session to help readers who did not have time to attend quickly understand my current market perspective. Before that, let me briefly introduce my background. I am currently a contracte
U.S. Stocks: Will Semis Drag Markets Lower Again? Bitcoin: Escape Hatch or Bomb?
avatarTigerOptions
09-04 16:09

Why Aerie Must Carry American Eagle Through the September 9 Report

$American Eagle Outfitters(AEO)$ enters its next earnings report with two very different brand trajectories. Aerie is growing quickly, while the namesake American Eagle brand remains weak. The stock’s outlook depends on whether Aerie’s momentum can offset tariffs, promotional risk and the larger mature banner. AEO announced on August 25 that it will report fiscal-second-quarter results on September 9. Those results were not available at this research cut-off. The company’s investor page confirms the scheduled report, preventing estimates from being presented as completed results. The latest reported quarter ended May 2 and was released May 28. Revenue rose 10% to $1.2 billion and comparable sales increased 8%. Aerie comparable sales grew 25%, while
Why Aerie Must Carry American Eagle Through the September 9 Report
avatarTigerOptions
09-04 16:07

Why Dominion’s Merger Vote Does Not Remove the Regulatory Discount

$Dominion Resources(D)$ and $NextEra(NEE)$ shareholders have approved their proposed combination, clearing an important condition. The vote does not make completion automatic. Utility regulators still control the timetable and can demand concessions that change the economics for shareholders. The companies announced their agreement on May 18. Dominion investors would receive 0.8138 NextEra shares for each Dominion share, plus their current dividend through closing and a share of a $360 million cash payment. The parties expected closing within 12 to 18 months, subject to federal approvals and reviews in Virginia, North Carolina and South Carolina. The original transaction announcement provides the exchange rat
Why Dominion’s Merger Vote Does Not Remove the Regulatory Discount
avatarFistein
09-04 15:04
$PanUnited(P52.SI)$ $ 2.50 Target Price. *Growth Catalysts for Pan-United Corporation (P52.SI)*   Pan-United is Singapore's largest ready-mixed concrete producer, and analysts see several drivers supporting growth into 2026-2027: 1). Singapore Construction Demand Surge - *Public sector pipeline*: New HDB developments, Cross Island Line, Tuas Mega Port, and institutional projects are expected to drive ∼55% of total construction demand. - *RMC volume growth*: Ready-mix concrete demand is projected to jump 34% from 13.4 million m³ in 2024 to 18 million m³ by 2027. - *Positive Analysts Forecast*:  EPS for Pan-United to grow 22% in FY26-FY27 on stronger offtake volume. -* ESG & Low-Carbon Concrete Leadership*: Pan-United specialize
avatarOptionspuppy
09-04 14:00

Options puppy guide when OCBC issue new bonds TigerTrade

. 📊 OCBC vs NTTDCREIT: HOLD, SELL OR SWITCH TO BONDS? 💰 A Beginner’s Guide to Making the Decision The market gives us new headlines every day. But should every headline make us buy or sell? This week, two interesting developments caught investors’ attention: 🏦 OCBC priced US$750 million of covered bonds at 4.63% due 2029. 🏢 NTTDCREIT is set to join the FTSE EPRA Nareit Global Developed Index from September 21. At first glance, both look positive. But the more important question is: Do these announcements actually change the investment thesis? For me, the answer is: not really. Instead, they give investors a good opportunity to review whether they should HOLD, RELEASE or SWITCH some money into bonds. ⸻ 🏦 OCBC: A Strong Bank, But Valuation Matters OCBC is one of Singapore’s Big Three banks.
Options puppy guide when OCBC issue new bonds TigerTrade
avatarnerdbull1669
09-04 13:51

Bitcoin Reclaims $80k, Dollar Softens, and Yields Pivot: Strategy for Inflation & Fixed Income

Bitcoin's resurgence above the $80,000 threshold following private-sector ADP employment data highlights a structural shift in risk asset positioning. As market participants await official Non-Farm Payrolls (NFP) figures, cross-asset dynamics are being heavily dictated by standard labor market cooling alongside subtle shifts in federal fiscal expectations. In this article, we would like to share a comprehensive analysis of the interlinkages between labor metrics (ADP/NFP), inflation prints, US dollar movements, and Treasury yield dynamics. It outlines why fixed-income assets remain vital for balanced portfolios, providing stable coupon income and downside protection, provided investors employ active duration management and high-quality credit strategies to navigate sticky inflation. 1. Int
Bitcoin Reclaims $80k, Dollar Softens, and Yields Pivot: Strategy for Inflation & Fixed Income
avatarTigerOptions
09-04 11:58

Why Ultragenyx’s 44% Collapse Changes the Risk of Every Remaining Catalyst

$Ultragenyx Pharmaceutical(RARE)$’s failed Angelman-syndrome trial removed a major pipeline asset and weakened confidence in conclusions drawn from its earlier studies. The company still has commercial products and regulatory catalysts, but their value must now be assessed alongside financing needs, spending reductions and heightened clinical uncertainty. Ultragenyx announced on September 2 that the 129-patient Phase 3 Aspire study of apazunersen failed both its primary cognitive endpoint and key secondary multidomain endpoint. The company found no treated-versus-control difference supporting efficacy and said it would evaluate the programme’s disposition while implementing significant expense reductions. Ultragenyx’s official trial release gives
Why Ultragenyx’s 44% Collapse Changes the Risk of Every Remaining Catalyst
avatarTigerOptions
09-04 11:55

Why Samsara’s Physical-AI Growth Still Has to Survive the Valuation Test

$Samsara, Inc.(IOT)$ is demonstrating that AI demand extends beyond data centres and office software. Its connected-operations platform turns vehicle, equipment and worker data into safety and efficiency decisions. The latest quarter strengthens the growth case, but the after-hours jump moves the valuation test forward. Samsara reported after the September 3 close for its fiscal second quarter ended August 1. Revenue grew 30% to $508.4 million, annual recurring revenue increased 30% to $2.125 billion and net new ARR reached $134.1 million. The company raised full-year revenue guidance to $2.043 billion to $2.047 billion and adjusted EPS guidance to $0.76 to $0.78. Samsara’s official second-quarter release provides the results and outlook. The bulli
Why Samsara’s Physical-AI Growth Still Has to Survive the Valuation Test
avatarTigerOptions
09-04 11:52

Why Ciena Fell 10% After Raising Guidance

$Ciena(CIEN)$’s fiscal third quarter combined 37% revenue growth, expanding margins and higher annual guidance. The stock nevertheless fell 10.36%. The contradiction makes sense if investors were pricing almost flawless AI-network demand and became more concerned about customer concentration and the durability of recent growth. Ciena reported on September 3 for the quarter ended August 1. Revenue increased to $1.67 billion from $1.22 billion, adjusted EPS rose to $2.11 from $0.67 and GAAP gross margin expanded to 45.4% from 41.3%. Management raised fiscal-2026 revenue guidance to $6.42 billion, plus or minus $50 million, and guided the fourth quarter to $1.75 billion, plus or minus $50 million. Ciena’s official results provide the figures. The bul
Why Ciena Fell 10% After Raising Guidance
avatarTigerOptions
09-04 11:50

Why Adobe’s New CEO Inherits a Monetisation Problem, Not a Product Problem

$Adobe(ADBE)$’s leadership transition is not a referendum on whether the company can build AI products. Adobe already has generative tools across creative work, documents and customer experience. The question for incoming CEO Anil Chakravarthy is whether those products can accelerate revenue without weakening the economics of the subscription franchise. Adobe announced on September 3 that Chakravarthy will become president and CEO on December 1. Shantanu Narayen will move to executive chair. Chakravarthy currently leads Customer Experience Orchestration and worldwide field operations, and previously served as Informatica’s CEO. Adobe’s next earnings call is scheduled for September 10. Adobe’s official announcement establishes the roles and dates.
Why Adobe’s New CEO Inherits a Monetisation Problem, Not a Product Problem
avatar苏36
09-04 11:50
$BlackSky Technology (BKSY) BlackSky is a relatively small company, but what it is building sits at the intersection of space, AI, defense and real-time intelligence. And that combination is what makes this stock interesting. It’s not a rocket company. It’s not simply selling satellite images. Its bigger idea is: «Use satellites to collect real-time information, then use AI and software to turn that data into actionable intelligence.» That could become a much bigger business than simply selling pictures from space. --- 🌍 What does BlackSky actually do? BlackSky operates a constellation of Earth-observation satellites. These satellites collect imagery and other data from locations around the world. BlackSky then combines that information with its software and AI capabilities to identify cha
avatarTigerOptions
09-04 11:47

Why Tyson’s Beef Losses Are Overwhelming Its Protein Diversification

$Tyson(TSN)$ owns chicken, pork and prepared-food businesses that should reduce dependence on any one commodity. Its September 3 guidance cut shows the limit of that diversification when one segment faces an unusually severe supply shock. Tyson reduced its fiscal-2026 revenue-growth forecast to 1.5% to 2.0% and adjusted operating-income outlook to $1.85 billion to $2.05 billion. On August 3, it had expected revenue growth of 2.5% to 3.5% and adjusted operating income of $2.1 billion to $2.3 billion. The new segment guidance includes an adjusted Beef loss of $625 million to $775 million, partly offset by $1.85 billion to $1.95 billion from Chicken. Tyson’s September 3 update supplies the revised ranges. The bearish mechanism is not simply expensive
Why Tyson’s Beef Losses Are Overwhelming Its Protein Diversification
avatarTigerOptions
09-04 11:46

Why Campbell’s Dividend Cut Is a Balance-Sheet Warning, Not a Reset Victory

$Campbell Soup(CPB)$’s decision to reduce its dividend may eventually help repair the balance sheet, but it should not be mistaken for evidence that the operating turnaround has succeeded. The cut releases cash because earnings, margins and volumes have already deteriorated. Campbell reported on September 3 for the fiscal fourth quarter ended August 2. Quarterly net sales fell 8% to $2.14 billion, or 1% organically, while adjusted EBIT declined 25% to $242 million. GAAP EPS was a loss of $0.23 and adjusted EPS fell 37% to $0.39. For fiscal 2027, management expects organic sales to decline 2% to 4%, adjusted EBIT to fall 7% to 12% and adjusted EPS of $1.65 to $1.80. Campbell’s official results provide the results and outlook. The bearish evidence is
Why Campbell’s Dividend Cut Is a Balance-Sheet Warning, Not a Reset Victory
avatarTiger_comments
09-04 11:13

After Payrolls Comes CPI: U.S. Stocks Enter a Two-Stage Stress Test for a September Rate Hike

Tonight’s jobs report will determine the market’s initial reaction, while next Friday’s CPI may determine the Federal Reserve’s final decision. With U.S. markets closed on Monday for Labor Day, stocks will carry this rate uncertainty into a three-day weekend. On September 3, all three major U.S. indexes rallied: the Dow rose 1.18%, the S&P 500 gained 1.06%, and the Nasdaq climbed 1.40%. The catalyst was not another corporate earnings release, but a comment from Federal Reserve Governor Christopher Waller: if upcoming data confirms that inflation is cooling, he would be inclined to support keeping interest rates unchanged in September. Markets quickly reduced their rate-hike bets. According to the CME FedWatch Tool, the probability of a September hike fell from 63.2% to 50.4% in one day
After Payrolls Comes CPI: U.S. Stocks Enter a Two-Stage Stress Test for a September Rate Hike
avatarFistein
09-04 10:22
$Bumitama Agri(P8Z.SI)$ 3 Target Price Bumitama Agri's stock outlook looks promising, with analysts predicting a positive trend. The company's share price is expected to rise over the next 12 months, with an average price target of SGD$2.5, representing a 18% upside from the current price. *Key Highlights:* - *Revenue Growth*: Bumitama Agri is expected to achieve double-digit revenue growth, driven by healthy orders from biodiesel customers. - *Dividend Yield*: The company offers a dividend yield of 2.9%, with a history of increasing dividend payments. - *Analyst Ratings*: Bumitama Agri has a Strong Buy consensus rating, with analysts from Maybank Research, DBS Research, and UOB Kay Hian maintaining a Buy rating. *Price Targets:* - *Highest Targ
avatarbs6969
09-04 08:15

💰📈 My Covered Call Strategy: Turning TIGR, GRAB, QUBT & CLSK Into Potential Income Tiger Brokers | Market Rebound: Rally or Pullback? Capture potential opportunities. Stay Flexible with Options

🐯 Why I Am Selling Calls Instead of Just Holding When I buy a stock, I don’t want my capital to simply sit there and wait for the share price to rise. One strategy I am using is selling covered calls against shares that I already own. A covered call means holding the underlying shares while selling call options against them. The trade-off is straightforward: I receive premium income, but I accept that my upside can be capped if the stock rises above the strike price. My current example is Tiger Brokers (TIGR). I have 300 TIGR shares, which allows me to sell 3 call contracts, assuming the standard 100-share contract size. The objective isn’t to predict exactly where TIGR will trade four months from now. My objective is to collect option income while I wait. ⸻ 💵 TIGR: Collecting Around $1.22
💰📈 My Covered Call Strategy: Turning TIGR, GRAB, QUBT & CLSK Into Potential Income Tiger Brokers | Market Rebound: Rally or Pullback? Capture potential opportunities. Stay Flexible with Options
avatarFistein
09-04 00:02
$Silvercorp Metals Inc(SVM)$ 15 Target Price, due to global Silver output deficit  --About SilverCorp Metals Inc (SVM)-- Silvercorp Metals Inc. (SVM) is a profitable silver-focused producer with low-cost underground mining operations in China, along with exploration and development assets globally. --Growth Catalysts for SilverCorp Metals Inc (SVM)-- 1). Ying Mining District Expansion & Upgrades: Silvercorp has completed the flotation line expansion at its flagship Ying Mining District in Henan Province, increasing processing capacity to 1,500 tonnes per day. Ongoing underground development and equipment upgrades aim to maintain high throughput and improve long-term operational efficiency. 2). Kuanping & Exploration Projects: Explorati
avatarFistein
09-03 23:14
$Silvercorp Metals Inc(SVM)$ $15 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E   These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026,
avatarStockkid
09-03 23:05
Avago and broadcom latest are results are good .Is a good investment for long term syrng upside potential