After the sharp pullback and subsequent rebound in the previous phase, major asset classes have returned to a relatively calm pattern. However, the fact that some assets have stalled should not be viewed as a positive signal. If they fail to extend their rebound or make new highs over the coming weeks, it may indicate that another leg lower is approaching. The first market to watch is crypto, which we have consistently treated as a leading indicator. Although its reference value has deteriorated meaningfully compared with one to two years ago, it has still shown signs of acting as an early mover in the current market cycle. Both Bitcoin and Ethereum rebounded sharply from late June, but have spent the past six weeks hovering near their lower ranges.

Following the stronger-than-expected non-farm payrolls data, the market’s perceived probability of Federal Reserve rate hikes has continued to decline. The market now needs the next payrolls report to establish a new set of expectations. This means that, before the next data release, sentiment is likely to remain constructive. Even without a major trend, the market is likely to stay range-bound. (Note: Chart circulating via social media, original source unknown. Used for discussion purposes only. If you own this content, please DM for proper credit or takedown.) Over the weekend, there were further developments related to the Strait of Hormuz. The market has largely abandoned expectations for meaningful progress in negotiations, and there may not be significant movement even before the mid

What deserves the most attention in the U.S. equity market this week is not the movement of the S&P 500 Index itself, but rather the structural changes taking place within the index. From a valuation perspective, the S&P 500’s overall price-to-earnings ratio remains at a relatively elevated level. Valuations in information technology, real estate, industrials, health care, and other sectors are all materially above the broader market, indicating that U.S. equities as a whole still lack a clear valuation cushion. From a fund-flow perspective, SPY has recorded cumulative net inflows of approximately USD 21.6 billion since July, but fund-flow divergence across sectors has become increasingly pronounced. Capital is not simply leaving the equity market; rather, it is being reallocated a

🌟🌟🌟I vote C: $NVIDIA(NVDA)$ as NVIDIA is the absolute nucleus of the AI ecosystem.  While second line infrastructure companies may struggle with punishing capital costs and data centre construction delays, NVIDIA remains the undisputed toll booth of the entire AI chain. NVIDIA sells the premium, high margin compute blocks with Blackwell & Rubin architectures that everyone else is forced to fight over. $CoreWeave, Inc.(CRWV)$ is a pure demand play with ultra heavy capex even though their huge USD 100 billion order book proves that demand is excellent. Even though $SUPER

I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders. I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from cont

I think this rebound is about more than just strong earnings AI demand clearly hasn’t disappeared—the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave’s $104B+ backlog and Super Micro’s raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn’t chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI’s improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]

🌟🌟🌟I choose Option D: Storage stocks are already up big, awaiting new signals from price of demand, is the most logical and pragmatic stance to take right now. While individual companies like $Apple(AAPL)$ and $Micron Technology(MU)$ have massive tailwinds, the entire technology hardware sector has run up so hard that chasing them at current levels carries massive short term risk. The smart move is to step back, let the summer market volatility settle and wait for clear supply chain data before deploying fresh capital. @Tiger_comments @TigerStars

$Cxmt Corporation(688825)$ or ChangXin is no longer just a cheap alternative for budget devices.  They are highly competitive, fully booked manufacturing titan.  By turning down $Apple(AAPL)$ demands for a discount, Changxin proved to the world that they have the technology, the domestic backing and the market share to stand eye to eye with the biggest tech giants on earth. Changxin surged 500% on Day one of its IPO.  By raising nearly USD 9 billion, Changxin now has a massive war chest to expand production lines and carry out advanced R&D. I believe that Changxin will continue to grow exponen

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Coca-Cola(KO)$   KO continued its bullish run, further stretching its valuation post earnings. Does a dividend aristocrat like KO warrant a run like this? Are they riding on the world cup 2026 fever by being the main sponsor? Or the market is simply crazy and wonky? I personally hold KO as one of the stocks in my portfolio and definitely happy that they are exceling. However, do take precaution if you are planning to chase this run. It might exahaust real fast once the money starts shifting back to tech. @PawsAndProfits - Specialist in combining FA and TA for Options s

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. New trades Closed trades @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

🌟🌟🌟The secret to winning in this market isn't picking between Category A, B, C or D.  The secret is building a bridge across all of them.  I would use a steady index ETF like $Vanguard S&P 500 ETF(VOO)$ by dollar cost averaging as my bridge.  Buy $Energy Select Sector SPDR Fund(XLE)$ as a tactical play. The conflict in the Middle East is highly unpredictable.  By buying XLE when it is down, is like buying an insurance policy in case the conflict spikes again. I would also keep a close eye on the AI giants $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $SK

Welcome to the live broadcast room to watch my live broadcast tonight. The live broadcast starts on time at 8 o'clock tonight. I will mainly talk with you about the market judgment of US stock index, gold and crude oil, and related strategies>>Is the rebound after the plunge in U.S. stocks an opportunity to short? How to grasp the rebound of crude oil and gold? $A50指数主连 2607(CNmain)$ $恒生指数主连 2607(HSImain)$ $恒生科技指数主连 2607(HTImain)$ $SP500指数主连 2609(ESmain)$</

Key Takeaways Revenue rose 26% YoY to US$28.24B. Deliveries hit 480,126 units, up 25% YoY. Automotive gross margin ex-credits fell to 16.3%. Operating margin dropped to 1.4%. CapEx reached US$5.79B, causing negative FCF of US$1.09B. 2026 CapEx will exceed US$25B. FSD paid users reached 1.48M. Robotaxi passed 380,000 unsupervised miles with no notable incidents. SpaceX gains added about US$1B to Tesla’s net income. TSLA fell around 4% after hours as investors focused on margins and cash flow. Tesla reported strong Q2 2026 revenue and record deliveries, but profit quality was much weaker. Revenue reached US$28.24B, up 26% YoY and above market estimates. Adjusted EPS came in at US$0.33, below the expected US$0.49. The result was clear: Tesla sold more cars, but earned less from each dollar of

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. When Analyst think that KO is overvalued, you know that there is something amiss in this market. Maybe they just had a boost d/t being the official beverage sponsor for the World Cup. However, I think this "feel good" feeling is coming to an end. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]