To The Moon

Well here we go again - bombs away in the Hormuz Straight and then back to the negotiations with people who don't understand English again and ceasefire and then misbehaviour and all erupts again  Cwikey with all the dessimation of Uranium to only find out that the uranium got days earlier and that the dessimation was just a photo of the smoke and mirrors who do we believe? Blockades, invasions, destruction and dessimation and now alls well again and BOOM 💥  Apologies on the narrative but the jump today on the trading board could be considered normal by the deranged, but come on haven't you heard of the old age adage 'Build em Up to Break em Down' ? Hey maybe I got the pattern wrong and I'm the deranged one, but somehow I think not as if you can't see repeat after repeat where fo

Just this past Monday, the S&P 500 index successfully broke through its 20-day moving average, while the Nasdaq index solidly reclaimed its 20-week moving average. According to the technical rules I outlined previously, when these two critical indicators are breached simultaneously, we should pivot our stance to the upside in alignment with the trend. Sure enough, within just one day, both major indices surged another few percentage points, and the S&P 500 even came close to returning to its previous high, right where the initial drop began. Looking at this price action, I believe many are already declaring "the return of the king" for US equities, assuming the market has completely finished its shakeout and re-entered a primary uptrend. However, I must issue a warning: the current

I'm voting A. I believe both $Advanced Micro Devices(AMD)$ and Arista can deliver results strong enough to reinforce the AI investment cycle. Cloud providers are still spending aggressively on AI infrastructure, and I expect that demand to extend beyond GPUs into CPUs, networking and the broader data center ecosystem. What I'm watching most isn't just whether they beat estimates, but whether they raise guidance. If AMD shows accelerating AI accelerator adoption alongside continued EPYC strength, and Arista confirms robust demand for high-speed networking, it would signal that AI capital spending remains healthy across multiple layers of the infrastructure stack. I'm staying constructive on AI. Valuations are elevated, but companies that continue t

Wall Street has quickly moved from correction fears back to record-high excitement. On Monday, the Dow gained 1.32% to close at a record 53,178. The S&P 500 rose 1.48% to 7,600, while the Nasdaq climbed 2.13%. Falling oil prices and lower Treasury yields gave growth stocks another boost, while strong earnings brought capital back into technology and AI names. That leaves investors facing an uncomfortable question: Are earnings pulling the market higher, or is fear of missing out creating a high-valuation melt-up? Tonight may provide an important answer. $Advanced Micro Devices(AMD)$ and $Arista Networks(ANET)$ both report after the closing bell. AMD represents the computing layer of the AI buildout. Ar

Three consecutive days of double-digit gains, the fastest three-day growth in my trading history, and another all-time high of my account… againnnnnn. [Heart]  [Heart]  [Heart]  

$納指100ETF(QQQ)$  

The 3.3% QQQ rebound catalyzed by strong Microsoft earnings and cooling June core PCE at 3.3% demonstrates that resilient fundamental AI revenue and solid tech balance sheets can snap losing streaks and provide a strong market floor. However, with market skepticism toward Fed policy remaining high until concrete rate cuts materialize, and August historically bringing seasonal light volume volatility, this rally is unlikely to be a smooth upward march. Investors should view this as an earnings driven relief bounce rather than a full structural regime shift, using short term strength to stay selective and keep dry powder ready for potential late summer pullbacks.

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

After several brutal sessions, global technology stocks finally staged a powerful rebound. The Nasdaq rose 2.8%, while Microsoft’s post-earnings surge helped lift AI chips, cloud stocks and data-center names across the board. The move became even more dramatic in Asia. South Korea’s KOSPI jumped sharply, with Samsung Electronics and SK hynix surging as investors rushed back into semiconductor names. Taiwan’s market also rebounded strongly, led by TSMC. At first glance, this looks like a classic V-shaped reversal. But the more important question is: Has the correction really ended, or is the market only beginning a longer U-shaped repair process? Why did the rebound happen so quickly? The first reason is earnings. Microsoft showed that AI spending can already translate into cloud revenue, p

Federal Reserve Chair Kevin Warsh's resolute stance on price stability ("This Fed will not waver") and the removal of forward guidance sent a clear message to Wall Street: interest rates will stay higher for longer until inflation hits the 2% target. Because long-term bond yields spike under hawkish Fed messaging, growth-oriented assets like tech equities face immediate headwinds. 1. Will This Scenario Continue to Market-Haunt Tech? In the short term, yes. Tech stocks—especially high-multiple growth equities tracked by the Invesco QQQ Trust $Invesco QQQ(QQQ)$ —are uniquely sensitive to rising Treasury yields: Higher Discount Rates: Tech valuations rely heavily on discounted future cash flows. Higher yields increase the discount rate, naturally com

Apple and Amazon could become the market's next directional catalyst, but they are unlikely to erase macro concerns on their own. If Apple demonstrates stronger-than-expected iPhone demand, services growth and a credible AI roadmap, it could reinforce the view that high-quality cash generators deserve premium valuations. If Amazon delivers accelerating AWS growth with evidence that AI investment is boosting cloud demand rather than just costs, it would strengthen the case that hyperscaler capex is producing tangible returns. The bigger issue remains the Fed. A more hawkish stance raises the discount rate applied to future earnings, which disproportionately pressures richly valued AI names. Strong earnings can offset that only if they clearly show accelerating cash flow and profitability. S

$Microsoft(MSFT)$ up 7.70% after hours. $Meta Platforms, Inc.(META)$, down 7.10%. Same evening, same underlying fact — both companies are spending unholy amounts of money on AI — and fifteen points of daylight between them. Read those two numbers alone and you'd conclude the market turned on AI capex. It didn't. It did something more annoying: it started sorting. Start with who flipped the switch. The July FOMC didn't move rates and didn't change a word of the guidance. Warsh spoke, and within thirty minutes the ten worst names on the tape were almost all AI. The S&P 500 closed down 1.52% at 7,316.15, the Nasdaq Composite down 1.74%,

First, let's review how last week's strategies performed. Recap: Macro Weekly Strategy: U.S. Stocks May Have Weathered the Worst — Don't Miss the Gold Rebound Review of Last Week's Strategies and P&L Cheng Jun (程俊): Watch the Nasdaq closely. The most recent weekly low at 28,227 is initial support; once it breaks, the summer market will most likely shift into a high-level, range-bound pattern, with bullish momentum and market sentiment weakening in tandem. Result: The trade was not triggered last week. This week that key level was broken, marking the inflection point into a weaker market. Whether to consider going short — see this week's strategy commentary below. Gan Canrong (甘灿荣): Strategy reference: consider selli

Apple reached a record intraday price of $339.55 on July 27 and closed at $336.91, days before reporting fiscal third-quarter results. The rally suggests investors increasingly view Apple’s relatively restrained AI spending as an advantage—but the higher valuation also leaves less room for execution mistakes. Apple’s previous quarter, ended March 28 and reported April 30, produced record March-quarter revenue of $111.2 billion, up 17%. Diluted earnings increased 22% to $2.01, while iPhone and Services each achieved March-quarter records. Apple’s official fiscal second-quarter release provides the results. The bullish thesis is that Apple can distribute AI features through an enormous installed base without matching the infrastructure spending of cloud providers. AI can support device upgra

Three very different technology stories hit the market in the same session. China reportedly began producing domestically developed immersion DUV lithography machines, pressuring ASML and the broader semiconductor-equipment sector. $NVIDIA(NVDA)$ fell about 5% as investors questioned how deeply the chip leader may become financially involved with the companies buying its hardware. Meanwhile, $Apple(AAPL)$ reached a record closing high and reclaimed the title of the world’s most valuable listed company. Together, these moves suggest that the market is changing the way it values technology companies. The new questions are becoming clearer: Who controls a critical bottleneck? Who is taking on the financial r

Good move by @koolgal.

I lean towards continued volatility first, with a reasonable chance of a rebound later in the week rather than a clean breakout immediately. The macro set-up is unusually binary. The Fed is still expected by most economists to hold rates steady, but markets are assigning roughly a 25% probability of a hike at this week's meeting. That is significant. Lower oil prices following the US-Iran pause are helping, with Brent dropping sharply towards US$90, which reduces one source of inflation pressure.  The bigger issue for QQQ may actually be Big Tech rather than the Fed. Microsoft, Meta, Amazon and Apple report this week, after Alphabet and Tesla were punished heavily despite growth because investors disliked their enormous AI-related spending. The market has therefore changed its questio

$Smart NZ Top 10 ETF Units(TNZ.NZ)$ xoxo

Gold rose by more than 1% on Monday (27 July) morning, moving above US$4,100 after a pause in hostilities between the US and Iran helped ease concerns over oil-supply disruptions and inflationary pressures. As at 10am Singapore time, the $SPDR Gold ETF(GLD)$ was approximately 1.4% higher. Against this backdrop, the $GLD US 5xLongSG280609(GLDW.SI)$ gained more than 7%, while the $GLD US 5xShortSG280609(GOSW.SI)$ declined by a similar magnitude. Silver also advanced, with the $iShares Silver Trust(SLV)$ rising approximately 2.6%, lifting the SLV 3x Long DLC up by about 8%, while the SLV 3x Short DLC fell by a similar m

Google’s Falling P/E Looks Cheap  But Cash Flow Tells a Different Story A dropping price-to-earnings ratio doesn’t automatically make a stock a bargain. In Alphabet’s case, a huge $98 billion non-cash investment gain inflated reported earnings, creating the illusion of a cheaper valuation. Dig deeper and the reality shows earnings that missed expectations, AI-driven spending that pushed free cash flow negative, and weaker cash generation than investors hoped for. This is classic accounting optics versus actual business performance. Non-cash gains can make the income statement look strong while the cash statement reveals the heavy lifting and capital burn happening behind the scenes. It’s likely a temporary distortion. Google’s core business still has real strengths. But moments like t

Just this past Monday, the S&P 500 index successfully broke through its 20-day moving average, while the Nasdaq index solidly reclaimed its 20-week moving average. According to the technical rules I outlined previously, when these two critical indicators are breached simultaneously, we should pivot our stance to the upside in alignment with the trend. Sure enough, within just one day, both major indices surged another few percentage points, and the S&P 500 even came close to returning to its previous high, right where the initial drop began. Looking at this price action, I believe many are already declaring "the return of the king" for US equities, assuming the market has completely finished its shakeout and re-entered a primary uptrend. However, I must issue a warning: the current

Wall Street has quickly moved from correction fears back to record-high excitement. On Monday, the Dow gained 1.32% to close at a record 53,178. The S&P 500 rose 1.48% to 7,600, while the Nasdaq climbed 2.13%. Falling oil prices and lower Treasury yields gave growth stocks another boost, while strong earnings brought capital back into technology and AI names. That leaves investors facing an uncomfortable question: Are earnings pulling the market higher, or is fear of missing out creating a high-valuation melt-up? Tonight may provide an important answer. $Advanced Micro Devices(AMD)$ and $Arista Networks(ANET)$ both report after the closing bell. AMD represents the computing layer of the AI buildout. Ar

Well here we go again - bombs away in the Hormuz Straight and then back to the negotiations with people who don't understand English again and ceasefire and then misbehaviour and all erupts again  Cwikey with all the dessimation of Uranium to only find out that the uranium got days earlier and that the dessimation was just a photo of the smoke and mirrors who do we believe? Blockades, invasions, destruction and dessimation and now alls well again and BOOM 💥  Apologies on the narrative but the jump today on the trading board could be considered normal by the deranged, but come on haven't you heard of the old age adage 'Build em Up to Break em Down' ? Hey maybe I got the pattern wrong and I'm the deranged one, but somehow I think not as if you can't see repeat after repeat where fo

I'm voting A. I believe both $Advanced Micro Devices(AMD)$ and Arista can deliver results strong enough to reinforce the AI investment cycle. Cloud providers are still spending aggressively on AI infrastructure, and I expect that demand to extend beyond GPUs into CPUs, networking and the broader data center ecosystem. What I'm watching most isn't just whether they beat estimates, but whether they raise guidance. If AMD shows accelerating AI accelerator adoption alongside continued EPYC strength, and Arista confirms robust demand for high-speed networking, it would signal that AI capital spending remains healthy across multiple layers of the infrastructure stack. I'm staying constructive on AI. Valuations are elevated, but companies that continue t

Three consecutive days of double-digit gains, the fastest three-day growth in my trading history, and another all-time high of my account… againnnnnn. [Heart]  [Heart]  [Heart]  

After several brutal sessions, global technology stocks finally staged a powerful rebound. The Nasdaq rose 2.8%, while Microsoft’s post-earnings surge helped lift AI chips, cloud stocks and data-center names across the board. The move became even more dramatic in Asia. South Korea’s KOSPI jumped sharply, with Samsung Electronics and SK hynix surging as investors rushed back into semiconductor names. Taiwan’s market also rebounded strongly, led by TSMC. At first glance, this looks like a classic V-shaped reversal. But the more important question is: Has the correction really ended, or is the market only beginning a longer U-shaped repair process? Why did the rebound happen so quickly? The first reason is earnings. Microsoft showed that AI spending can already translate into cloud revenue, p

$納指100ETF(QQQ)$  

Federal Reserve Chair Kevin Warsh's resolute stance on price stability ("This Fed will not waver") and the removal of forward guidance sent a clear message to Wall Street: interest rates will stay higher for longer until inflation hits the 2% target. Because long-term bond yields spike under hawkish Fed messaging, growth-oriented assets like tech equities face immediate headwinds. 1. Will This Scenario Continue to Market-Haunt Tech? In the short term, yes. Tech stocks—especially high-multiple growth equities tracked by the Invesco QQQ Trust $Invesco QQQ(QQQ)$ —are uniquely sensitive to rising Treasury yields: Higher Discount Rates: Tech valuations rely heavily on discounted future cash flows. Higher yields increase the discount rate, naturally com

$Microsoft(MSFT)$ up 7.70% after hours. $Meta Platforms, Inc.(META)$, down 7.10%. Same evening, same underlying fact — both companies are spending unholy amounts of money on AI — and fifteen points of daylight between them. Read those two numbers alone and you'd conclude the market turned on AI capex. It didn't. It did something more annoying: it started sorting. Start with who flipped the switch. The July FOMC didn't move rates and didn't change a word of the guidance. Warsh spoke, and within thirty minutes the ten worst names on the tape were almost all AI. The S&P 500 closed down 1.52% at 7,316.15, the Nasdaq Composite down 1.74%,

The 3.3% QQQ rebound catalyzed by strong Microsoft earnings and cooling June core PCE at 3.3% demonstrates that resilient fundamental AI revenue and solid tech balance sheets can snap losing streaks and provide a strong market floor. However, with market skepticism toward Fed policy remaining high until concrete rate cuts materialize, and August historically bringing seasonal light volume volatility, this rally is unlikely to be a smooth upward march. Investors should view this as an earnings driven relief bounce rather than a full structural regime shift, using short term strength to stay selective and keep dry powder ready for potential late summer pullbacks.

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Apple and Amazon could become the market's next directional catalyst, but they are unlikely to erase macro concerns on their own. If Apple demonstrates stronger-than-expected iPhone demand, services growth and a credible AI roadmap, it could reinforce the view that high-quality cash generators deserve premium valuations. If Amazon delivers accelerating AWS growth with evidence that AI investment is boosting cloud demand rather than just costs, it would strengthen the case that hyperscaler capex is producing tangible returns. The bigger issue remains the Fed. A more hawkish stance raises the discount rate applied to future earnings, which disproportionately pressures richly valued AI names. Strong earnings can offset that only if they clearly show accelerating cash flow and profitability. S

First, let's review how last week's strategies performed. Recap: Macro Weekly Strategy: U.S. Stocks May Have Weathered the Worst — Don't Miss the Gold Rebound Review of Last Week's Strategies and P&L Cheng Jun (程俊): Watch the Nasdaq closely. The most recent weekly low at 28,227 is initial support; once it breaks, the summer market will most likely shift into a high-level, range-bound pattern, with bullish momentum and market sentiment weakening in tandem. Result: The trade was not triggered last week. This week that key level was broken, marking the inflection point into a weaker market. Whether to consider going short — see this week's strategy commentary below. Gan Canrong (甘灿荣): Strategy reference: consider selli

Three very different technology stories hit the market in the same session. China reportedly began producing domestically developed immersion DUV lithography machines, pressuring ASML and the broader semiconductor-equipment sector. $NVIDIA(NVDA)$ fell about 5% as investors questioned how deeply the chip leader may become financially involved with the companies buying its hardware. Meanwhile, $Apple(AAPL)$ reached a record closing high and reclaimed the title of the world’s most valuable listed company. Together, these moves suggest that the market is changing the way it values technology companies. The new questions are becoming clearer: Who controls a critical bottleneck? Who is taking on the financial r

US Q2 2026 Real GDP Growth Expectations & Stock Market Impacts 1. Core Timetable Advance GDP release: 8:30 AM ET, July 30 (Wed) Critical overlap: FOMC rate decision releases at 2 AM Beijing July 31, just hours after Q2 GDP print. GDP data will directly shape Powell’s hawkish/dovish tone in the press conference. Q1 2026 baseline: Real GDP SAAR = 2.1% (official final estimate) 2. Latest Consensus Forecasts (As of July 26, 2026) 1) Wall Street Blue Chip Consensus Market median forecast: 1.8%–2.2% annualized real GDP growth Bullish banks (GS, Huatai): 2.5%–3.3% (AI capex strong driver) Base case majority (BofA, CBO, Philly Fed SPF): 2.0%–2.2% Bearish institutions: 1.5%–1.8% (weakening consumer spending drag) 2) Atlanta Fed GDPNow Real-Time Nowcast (July 17, latest update) 1.7% SAAR (sharp

Apple reached a record intraday price of $339.55 on July 27 and closed at $336.91, days before reporting fiscal third-quarter results. The rally suggests investors increasingly view Apple’s relatively restrained AI spending as an advantage—but the higher valuation also leaves less room for execution mistakes. Apple’s previous quarter, ended March 28 and reported April 30, produced record March-quarter revenue of $111.2 billion, up 17%. Diluted earnings increased 22% to $2.01, while iPhone and Services each achieved March-quarter records. Apple’s official fiscal second-quarter release provides the results. The bullish thesis is that Apple can distribute AI features through an enormous installed base without matching the infrastructure spending of cloud providers. AI can support device upgra

$Blackstone Group LP(BX)$’s second-quarter results show how the artificial-intelligence investment cycle is spreading from semiconductor companies into private infrastructure, real estate and credit. The opportunity is significant, but it also exposes Blackstone to the risk that data-centre development is becoming too aggressive. Distributable earnings increased 26% year over year to $1.52 per share, exceeding the approximately $1.35 analysts expected. Blackstone attracted nearly $70 billion of quarterly inflows, lifting assets under management to $1.35 trillion. Blackstone’s July 23 earnings release provides the reported results. The firm’s AI exposure includes data centres, electricity generation, transmission infrastructure and financing for comp

$American Airlines(AAL)$American Airlines produced its highest quarterly revenue in company history, but its shares fell 8.4% on July 23 because rising jet-fuel prices severely weakened the earnings outlook. Second-quarter revenue increased more than 16% year over year to approximately $16.74 billion. Adjusted earnings of $0.15 per share exceeded the roughly $0.03 analysts expected. Premium passenger unit revenue increased 13.4%, domestic unit revenue rose 10.6%, and managed corporate revenue advanced 26%. American Airlines’ July 23 results provide the operating figures. The demand data are genuinely constructive. American’s network changes, premium-seat expansion and improving corporate-travel relationships are producing stronger fares and revenue

Google’s Falling P/E Looks Cheap  But Cash Flow Tells a Different Story A dropping price-to-earnings ratio doesn’t automatically make a stock a bargain. In Alphabet’s case, a huge $98 billion non-cash investment gain inflated reported earnings, creating the illusion of a cheaper valuation. Dig deeper and the reality shows earnings that missed expectations, AI-driven spending that pushed free cash flow negative, and weaker cash generation than investors hoped for. This is classic accounting optics versus actual business performance. Non-cash gains can make the income statement look strong while the cash statement reveals the heavy lifting and capital burn happening behind the scenes. It’s likely a temporary distortion. Google’s core business still has real strengths. But moments like t

The recent pullbacks across tech indices like $Invesco QQQ(QQQ)$ QQQ highlight a shifting paradigm on Wall Street. Investors are no longer merely asking how fast Big Tech can grow; they are rigorously questioning how efficiently hundreds of billions in AI capital expenditures (CapEx) will translate into near-term free cash flow. 1. Expect More Volatility Around Valuations Yes, elevated short-term volatility is likely to continue. The CapEx vs. Free Cash Flow Tug-of-War: The top four hyperscalers (Alphabet, Microsoft, Amazon, and Meta) are on track for approximately $725 billion in combined CapEx in 2026. When Alphabet raised its 2026 CapEx target to $195–$205 billion—resulting in a temporary quarterly free cash flow deficit—its stock slid despite b