To The Moon

I agree with Franklin’s Macro → Industry → Technicals → Risk framework. For me, the long-term AI and semiconductor thesis remains intact, but September could still be volatile because rates and the 30-year Treasury yield can quickly change the valuation of high-growth tech. I’m still bullish on semiconductors, especially the broader AI supply chain beyond GPUs. Memory, HBM, networking and power infrastructure are becoming increasingly important, which is why I’m comfortable using pullbacks to accumulate quality semiconductor exposure rather than chasing rallies. For leveraged ETFs like $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and TQQQ, I agree that they should be treated as tactical tools, not permanent holdings. I’m willing to use SO

I’m leaning toward B. Moderate cooling allows technology stocks to continue rebounding. 📈 I think the ideal scenario is a softer labor market without a sharp rise in unemployment or renewed wage pressure. That would give the Fed more room to stay patient in September without creating immediate recession fears. For me, the key isn’t simply whether payrolls beat or miss the 56,000 estimate. I’ll be watching unemployment, wage growth and revisions, as well as the reaction in Treasury yields. If yields continue falling while the rate-hike probability declines, I think tech and growth stocks could benefit. That said, I won’t treat tonight’s report as the final answer. CPI next week is probably even more important because persistent inflation could quickly bring rate-hike expectations back. So

I’m staying cautiously bullish rather than turning bearish. After such a strong rally, I agree the near-term risk/reward is less attractive, especially with the 10-year yield near 4.8% and the Fed back in focus. September could bring more volatility, so I’m prepared for a pullback rather than chasing strength. I don’t think the AI story is broken yet. I’m watching whether AI leaders can turn massive capex into sustainable revenue and earnings growth. If the fundamentals remain strong, I would view weakness as an opportunity to accumulate rather than exit. My approach is to manage position size, keep some cash ready, and add selectively during meaningful pullbacks. I’m not trying to predict the exact top — I’d rather use September volatility to build my high-conviction semiconductor and AI

For me, the biggest takeaway is that rising oil prices and Treasury yields are becoming a major headwind for high-growth tech. Higher discount rates make future AI cash flows worth less today, explaining why Microsoft and $NVIDIA(NVDA)$ can sell off despite strong long-term fundamentals. I’m still bullish on AI infrastructure, but I’m becoming more selective about how that growth is financed. $Dell Technologies Inc.(DELL)$ results showed genuine demand, while $Broadcom(AVGO)$ ’s reported debt-funded compute strategy raises questions about how much of the AI boom is backed by sustainable end demand versus financial leverage. I’ll be watching Broadcom’s earning

What stands out to me is how technology is reshaping multiple industries at once. $Dell Technologies Inc.(DELL)$ shows that AI infrastructure demand remains extremely strong, while $Palo Alto Networks(PANW)$ highlights the growing importance of cybersecurity as AI expands the attack surface. I’m also watching $Moderna, Inc.(MRNA)$ closely. Its Phase 3 cancer-vaccine success could be a major milestone for personalized medicine, although regulatory, manufacturing and commercialization risks remain. Overall, I’m focusing less on short-term price movements and more on whether thes

Introduction Tonight, after the U.S. market closes on 2 September 2026, $Broadcom(AVGO)$  will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While$NVIDIA(NVDA)$  remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The semiconductor sector is going through another massive pullback, and while the volatility is uncomfortable, I see it as an opportunity to accumulate more SOXL rather than panic. My long-term view on semiconductors remains bullish, driven by AI infrastructure, data-center expansion, high-performance computing and growing demand for advanced chips. Short-term sentiment can change quickly, but I believe the structural demand for semiconductors will continue to expand over the coming years. Because SOXL is a 3x leveraged ETF, I'm not treating it as a simple buy-and-hold position. My strategy is to collect gradually during major pullbacks instead of putting all my capital in at once. The deep

I’d stay away from chasing the 10% jump for now. $Dell Technologies Inc.(DELL)$ numbers are clearly impressive, especially the $95B AI server backlog and upgraded outlook, but after such a sharp post-earnings move, I’d rather wait for the market to digest the news than buy purely on momentum. The AI infrastructure demand is definitely encouraging, and Dell is becoming an important beneficiary of the ongoing data-center buildout. However, I’d also keep an eye on margins, execution and how much of that backlog ultimately converts into sustainable free cash flow. A huge backlog is great, but valuation matters too. So personally, I’d hold my existing exposure but not chase the spike. If Dell pulls back after the initial excitement, I’d be more comfo

I’ve just cast my vote for Tiger Brokers $Tiger Brokers(TIGR)$ as the 2026 Best Retail Broker in the SIAS Investors’ Choice Awards. 🐯 It only took a few minutes, and I’m happy to show my support for a platform that I’ve been using throughout my investment journey. What I appreciate most is the combination of a user-friendly trading experience, access to different markets and the wealth of investment information available on the platform. The community aspect is also something I find valuable, especially when it comes to sharing ideas and discussing market developments with other investors. For me, voting is a small way of recognising the effort that goes into continuously improving the platform and investor experience. Vote cast for Tiger Broker

I’d pick B: Tech Stocks. Even with Brent above $95, I think the oil rally is more vulnerable to geopolitical headlines and supply disruptions, while quality tech companies still have stronger structural growth drivers. For me, AI remains the bigger long-term story. $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Advanced Micro Devices(AMD)$ and the broader AI ecosystem are benefiting from massive infrastructure spending, while companies like $Meta Platforms, Inc.(META)$ , $Alphabet(GOOGL)$ and Amazon can continue monetising AI through advertising, cloud and other businesses. Higher yiel