To The Moon

BUY ADOBE 

Pick CICT for stability as largest commercial reit with potential DPU growth and visited Plaza Singapura most along Orchard road.

$Hims & Hers Health Inc.(HIMS)$ delivered faster growth, more subscribers and higher spending per customer in the second quarter. Yet gross margin, adjusted EBITDA and cash flow all weakened, showing that international expansion and a shift toward branded medicines are making each dollar of near-term revenue less profitable. The company reported after the August 10 market close for the quarter ended June 30. Revenue increased 38% year over year to $753.2 million, subscribers rose 19% to 2.89 million and monthly revenue per average subscriber increased 21% to $92. US revenue grew 16%, while international revenue jumped after the June acquisition of Australian telehealth company Eucalyptus. Hims & Hers’ official second-quarter release provid

$Barrick Mining Corporation(B)$’s agreement with $Newmont Mining(NEM)$ removes a major obstacle to separating its North American assets, but the market’s negative reaction shows that corporate restructuring cannot substitute for cost control. High gold prices lifted earnings, while fuel, royalties and lower ore grades pressured the economics underneath them. Barrick reported on August 10 for the quarter ended June 30. Revenue increased approximately 44% to $5.29 billion, and net earnings rose to $1.22 billion, or $0.73 per share, from $811 million, or $0.47, one year earlier. Gold production was broadly flat at 796,000 ounces, while copper output declined 5% to 56,000 tonnes. Barrick’s official second-quarter

I would pick CICT. The Paragon acquisition strengthens its exposure to prime Orchard Road luxury retail, while its diversified retail and office portfolio provides more resilience than relying on a single recovery theme. Stronger tourism, luxury spending and Orchard Road rents could provide further upside. Starhill Global REIT is arguably the more interesting value play because of its deep discount, but a cheap valuation needs a catalyst before that gap necessarily closes. Suntec REIT could benefit from Singapore's MICE recovery, although its office exposure and financing costs add more uncertainty. My ranking: CICT > Starhill > Suntec. I prefer CICT's combination of quality assets, diversification and earnings visibility, while Starhill would be the higher-risk re-rating opportunit

I’m not ready to call the end of the AI optics cycle after COHR dropped 14%, LITE 8.6% and AXTI 16.7%. To me, this looks more like a valuation reset ahead of $COHERENT(COHR)$ earnings than proof that AI optical demand has weakened. AAOI’s 800G growth and Lumentum’s long-term InP supply deal still point to strong underlying demand. However, expectations are extremely high. Even strong growth may not be enough if COHR’s margins or guidance fail to beat what investors have already priced in. Trade restrictions could also create a mixed impact, helping U.S. suppliers while raising upstream supply and cost risks. Personally, I’m waiting for COHR’s earnings before making an aggressive move. Strong results and guidance could make this selloff an attract

The idea of REITs holding mall properties (commercial) feels like a little iffy for me The next big pandemic, or a pivotal shift of how people consume goods and services, and malls will collapse. Then again, who am I kidding... work was supposed to have been revolutionised during covid19, with work from home was viable as anything else saving costs for everyone (management don't have to rent huge spaces, workers don't have to commute to work), yet somehow the rich landlords managed to force everyone back into offices. So malls might just withstand the test of time.

$Embraer S.A.(EMBJ)$’s second-quarter results suggest that the Brazilian aircraft manufacturer is moving from a story about future demand to one about present execution. Record revenue, higher margins and a sharp free-cash-flow improvement show that its large backlog is beginning to convert into aircraft deliveries and earnings. Embraer reported on August 10 for the quarter ended June 30. Revenue increased 23% year over year to $2.24 billion, adjusted EBIT reached $296.9 million and the adjusted EBIT margin expanded to 13.3%. Adjusted net income rose to $218.6 million, while adjusted free cash flow reached $401 million after a $162 million outflow one year earlier. The company’s official second-quarter release provides the financial and divisional

I’d pick B) Cybersecurity. AI is creating a huge productivity wave, but it’s also expanding the attack surface across cloud, identity, data and AI agents. As enterprises deploy more AI, cybersecurity becomes less of a discretionary expense and more of a necessity. Among the names, PANW would be my top pick. Its platform-consolidation strategy, strong ARR growth and exposure to multiple areas of enterprise security give it a compelling long-term setup. CRWD is also attractive, especially with its strong platform ecosystem and recurring revenue model. That said, both stocks have already rerated significantly, so I wouldn’t blindly chase new highs. I think cybersecurity still has legs, but the next phase will need to be supported by earnings, cash flow and sustainable growth—not just the AI

[LOL] laughing at those who fomoed into AAOI and got CRUSHED. laughing at them for losing money

I’d pick cybersecurity as the sector with the most room to run. AI is creating new threats while making enterprise infrastructure more complex, supporting strong long-term security spending. $Palo Alto Networks(PANW)$ and $CrowdStrike Holdings, Inc.(CRWD)$ both look compelling, although I expect some consolidation after the strong rerating. If I had to pick one name today, I’d choose PANW. The CyberArk and Chronosphere acquisitions could strengthen

AI optical-networking stocks suffered a broad valuation reset. COHR dropped 14.2%, LITE lost 8.6%, and AXTI plunged 16.7%. So far, there is little evidence that AI-driven optical demand has suddenly weakened. The selloff looks more like aggressive de-risking ahead of Coherent’s earnings—but expectations are now so high that strong growth alone may no longer be enough. AI Optics Became the Market’s Biggest Pain Point The latest session was brutal for optical-networking stocks: $Coherent(COHR)$: −14.2% $Lumentum(LITE)$: −8.6% $AXT Inc.(AXTI)$: −16.7% $Fabrinet(FN)$: −6.3% $Applied Optoe

💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Twenty U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of August 7, 2026. The top 10 span money-center and regional banking, AI-driven cybersecurity, aerospace & defense manufacturing, cystic fibrosis and oncology biopharma, wearable technology, industrial distribution, and molecular diagnostics—a cross-section pointing to bank earnings strength, cybersecurity demand re-rating on AI-era threats, and biotech pipeline catalysts as the market's current momentum drivers. The top 10 tickers leading this cohort - $Bank of America(BAC)$,

TSMC Hits Record Revenue: How Much Upside Is Left?  $Taiwan Semiconductor Manufacturing(TSM)$   saw two call trades worth more than $10 million each, with near-term positioning pointing to further upside while a longer-dated call sale puts a notable upside monetization level roughly 30% above the current share price. Record July revenue provides additional fundamental support. What Do the Two Million-Dollar Call Trades Signal? A large Sept. 4 $370 call sweep hit TSM, with 2,050 contracts traded for roughly $11.56 million in premium. The trade was executed near the ask with a delta of around 0.87, suggesting aggressive near-term bullish exposure through deep-ITM calls. Another large trade involved the op

Why AI Hardware Fell While Software Rallied? The AI hardware trade suddenly hit the brakes Coming into Monday, AI hardware had momentum. The $PHLX Semiconductor Index (.SOX.US)$ had surged 9.3% the previous week, with optical networking among the hottest parts of the AI infrastructure trade. Then the tape flipped. By Monday's close, $iShares Semiconductor ETF (SOXX.US)$ was down 2.6%, $NVIDIA(NVDA)$   fell 2.8%, $Intel(INTC)$   lost about 4%, and the $Roundhill Photonics & Optics ETF (LYTE.US)$ dropped roughly 8.5%.  The underlying AI demand story did not suddenly disappear. What changed was how investors viewed the

Coherent Earnings Preview: Can AI Optics Keep the Momentum Going? $COHERENT(COHR)$   , a global photonics supplier serving AI datacenters, communications and industrial markets, will report fiscal Q4 2026 earnings after the U.S. market close on August 12. The key focus this quarter is whether strong AI optical demand can keep revenue accelerating while capacity expansion translates into higher margins.  Core Financial Indicators – Revenue: consensus is about $1.98 billion, up roughly 30% YoY and 10% QoQ; prior guidance was $1.91 billion to $2.05 billion.  – Non-GAAP gross margin: Street expectations center around 40%, up about 1.9 ppts YoY and 0.4 ppts QoQ; prior guidance was 39% to 41%.  – N

Adobe announced a $25 billion share buyback program, valid through April 2030, to address market concerns regarding AI disruption. Despite a significant stock decline over two years due to AI-native competitors, Adobe reported record Q1 fiscal 2026 revenue and operating cash flow Analysts maintain a 'Buy' consensus with a price target of $321.38, Beyond buybacks, Adobe is accelerating its AI strategy to prove its long-term value. On April 21, at the Adobe Summit in Las Vegas, the company launched 'CX Enterprise,' a next-generation AI platform that integrates AI agents and development tools. It has established partnerships with Amazon, Anthropic, Google, Microsoft, OpenAI, and NVIDIA, aimed at helping customers automate and personalize digital marketing functions.

Too much of the increase in earnings for the $SPDR S&P 500 ETF Trust(SPY)$ comes from tech companies saying their stake in OpenAI is worth more. And without it, not much else is increasing earnings. I think we're ripe for a correction, especially with the Iran war unresolved and the slide in the yen with repeated unsuccessful USDJPY interventions.

$Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $AST SpaceMobile, Inc.(ASTS)$  🚀 $RKLB Q2 2026 earnings: 16.9% Move Priced In, Shorts Are Watching Rocket Lab $RKLB reports Q2 earnings after the close tonight, and this one has the ingredients for a serious volatility event. The stock has finished 5 of its last 8 post-earnings sessions higher, including a monster 34.5% surge following its May report. That reaction came after Rocket Lab delivered record $200.3M Q1 revenue, up 63.5% YoY, while backlog climbed to $2.2B. (Rocket Lab Corporation⁠) Now the market is demanding another step-up. 📊 Earnings setup: • Average post-earnings move: 12.1% • Optio

$CapLand IntCom T(C38U.SI)$ would be my first choice among the Orchard Road S-REITs. I like its scale, diversified portfolio and blue-chip quality, while exposure to ION Orchard, Plaza Singapura and Paragon gives it a strong position in Singapore’s prime retail market. At around book value, I also think the valuation is reasonable for a REIT of this quality. What attracts me most is the combination of income and potential DPU growth. The Paragon acquisition should provide additional contribution, while lower interest rates could gradually reduce financing costs.

$Hims & Hers Health Inc.(HIMS)$ delivered faster growth, more subscribers and higher spending per customer in the second quarter. Yet gross margin, adjusted EBITDA and cash flow all weakened, showing that international expansion and a shift toward branded medicines are making each dollar of near-term revenue less profitable. The company reported after the August 10 market close for the quarter ended June 30. Revenue increased 38% year over year to $753.2 million, subscribers rose 19% to 2.89 million and monthly revenue per average subscriber increased 21% to $92. US revenue grew 16%, while international revenue jumped after the June acquisition of Australian telehealth company Eucalyptus. Hims & Hers’ official second-quarter release provid

$Barrick Mining Corporation(B)$’s agreement with $Newmont Mining(NEM)$ removes a major obstacle to separating its North American assets, but the market’s negative reaction shows that corporate restructuring cannot substitute for cost control. High gold prices lifted earnings, while fuel, royalties and lower ore grades pressured the economics underneath them. Barrick reported on August 10 for the quarter ended June 30. Revenue increased approximately 44% to $5.29 billion, and net earnings rose to $1.22 billion, or $0.73 per share, from $811 million, or $0.47, one year earlier. Gold production was broadly flat at 796,000 ounces, while copper output declined 5% to 56,000 tonnes. Barrick’s official second-quarter

$Embraer S.A.(EMBJ)$’s second-quarter results suggest that the Brazilian aircraft manufacturer is moving from a story about future demand to one about present execution. Record revenue, higher margins and a sharp free-cash-flow improvement show that its large backlog is beginning to convert into aircraft deliveries and earnings. Embraer reported on August 10 for the quarter ended June 30. Revenue increased 23% year over year to $2.24 billion, adjusted EBIT reached $296.9 million and the adjusted EBIT margin expanded to 13.3%. Adjusted net income rose to $218.6 million, while adjusted free cash flow reached $401 million after a $162 million outflow one year earlier. The company’s official second-quarter release provides the financial and divisional

AI optical-networking stocks suffered a broad valuation reset. COHR dropped 14.2%, LITE lost 8.6%, and AXTI plunged 16.7%. So far, there is little evidence that AI-driven optical demand has suddenly weakened. The selloff looks more like aggressive de-risking ahead of Coherent’s earnings—but expectations are now so high that strong growth alone may no longer be enough. AI Optics Became the Market’s Biggest Pain Point The latest session was brutal for optical-networking stocks: $Coherent(COHR)$: −14.2% $Lumentum(LITE)$: −8.6% $AXT Inc.(AXTI)$: −16.7% $Fabrinet(FN)$: −6.3% $Applied Optoe

💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Twenty U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of August 7, 2026. The top 10 span money-center and regional banking, AI-driven cybersecurity, aerospace & defense manufacturing, cystic fibrosis and oncology biopharma, wearable technology, industrial distribution, and molecular diagnostics—a cross-section pointing to bank earnings strength, cybersecurity demand re-rating on AI-era threats, and biotech pipeline catalysts as the market's current momentum drivers. The top 10 tickers leading this cohort - $Bank of America(BAC)$,

Why AI Hardware Fell While Software Rallied? The AI hardware trade suddenly hit the brakes Coming into Monday, AI hardware had momentum. The $PHLX Semiconductor Index (.SOX.US)$ had surged 9.3% the previous week, with optical networking among the hottest parts of the AI infrastructure trade. Then the tape flipped. By Monday's close, $iShares Semiconductor ETF (SOXX.US)$ was down 2.6%, $NVIDIA(NVDA)$   fell 2.8%, $Intel(INTC)$   lost about 4%, and the $Roundhill Photonics & Optics ETF (LYTE.US)$ dropped roughly 8.5%.  The underlying AI demand story did not suddenly disappear. What changed was how investors viewed the

Coherent Earnings Preview: Can AI Optics Keep the Momentum Going? $COHERENT(COHR)$   , a global photonics supplier serving AI datacenters, communications and industrial markets, will report fiscal Q4 2026 earnings after the U.S. market close on August 12. The key focus this quarter is whether strong AI optical demand can keep revenue accelerating while capacity expansion translates into higher margins.  Core Financial Indicators – Revenue: consensus is about $1.98 billion, up roughly 30% YoY and 10% QoQ; prior guidance was $1.91 billion to $2.05 billion.  – Non-GAAP gross margin: Street expectations center around 40%, up about 1.9 ppts YoY and 0.4 ppts QoQ; prior guidance was 39% to 41%.  – N

TSMC Hits Record Revenue: How Much Upside Is Left?  $Taiwan Semiconductor Manufacturing(TSM)$   saw two call trades worth more than $10 million each, with near-term positioning pointing to further upside while a longer-dated call sale puts a notable upside monetization level roughly 30% above the current share price. Record July revenue provides additional fundamental support. What Do the Two Million-Dollar Call Trades Signal? A large Sept. 4 $370 call sweep hit TSM, with 2,050 contracts traded for roughly $11.56 million in premium. The trade was executed near the ask with a delta of around 0.87, suggesting aggressive near-term bullish exposure through deep-ITM calls. Another large trade involved the op

Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be passed on to consumers.

I’m not ready to call the end of the AI optics cycle after COHR dropped 14%, LITE 8.6% and AXTI 16.7%. To me, this looks more like a valuation reset ahead of $COHERENT(COHR)$ earnings than proof that AI optical demand has weakened. AAOI’s 800G growth and Lumentum’s long-term InP supply deal still point to strong underlying demand. However, expectations are extremely high. Even strong growth may not be enough if COHR’s margins or guidance fail to beat what investors have already priced in. Trade restrictions could also create a mixed impact, helping U.S. suppliers while raising upstream supply and cost risks. Personally, I’m waiting for COHR’s earnings before making an aggressive move. Strong results and guidance could make this selloff an attract

This is ​a completely new macro setup right now:  We are seeing QT happen while US Treasury yields drop, the Japanese Yen stabilizes, and bond yields/stock markets rally. But instead of a broad-based pump, this rally is rewarding actual cash-flowing giants printing record profits. Once the market starts aggressively pricing in a September pivot, rate-sensitive plays are gonna fly. Gotta get ahead of the crowd before the real move happens. 📈 This is exactly why I'm so bullish on rate-sensitive stocks right now. Loading up and buying aggressively and steadily. 📈 Of cos the risk is there....  $Upstart Holdings, Inc.(UPST)$   $Affirm Holdings, Inc.(AFRM)$  

When people see that I sold a PLTR put expiring 15 months away, they often ask me, “🐶 Why not sell a weekly put and collect premium faster?” My answer is simple: I prefer getting paid today while giving my investment thesis more time to work. I am not trying to predict tomorrow’s price movement; I am trying to build income patiently, just like an Options Puppy waiting for treats to come over time. 🦴💰 🐶💡 My First Rule: I Must Be Willing to Own PLTR Before I sell any put, I ask myself one important question: Would I be happy to own 100 shares if assigned? 🤔📊 If my answer is “no,” I do not sell the put. Selling a put means I may have to buy the shares later, so I treat it as a real investment decision, not a lottery ticket. 🎯🐾 For PLTR, I believe the company has long-term growth potential in

When a great quarter becomes a bad result I have always thought Datadog was one of those software companies where the business can do almost everything right and still annoy investors. That peculiar talent was on full display after its August 6 results. Revenue jumped 36% year on year to $1.12 billion, beating expectations, while adjusted, non-GAAP EPS came in at $0.65 versus $0.58 expected. Management also raised full-year guidance for the third consecutive quarter. When your biggest customer can build the competition itself The reward? The shares fell 19% over the two sessions after earnings. That is not the market declaring $Datadog(DDOG)$ a busted business. It is the market discovering, rather painfully, that when you pay a premium price, even

I would pick CICT. The Paragon acquisition strengthens its exposure to prime Orchard Road luxury retail, while its diversified retail and office portfolio provides more resilience than relying on a single recovery theme. Stronger tourism, luxury spending and Orchard Road rents could provide further upside. Starhill Global REIT is arguably the more interesting value play because of its deep discount, but a cheap valuation needs a catalyst before that gap necessarily closes. Suntec REIT could benefit from Singapore's MICE recovery, although its office exposure and financing costs add more uncertainty. My ranking: CICT > Starhill > Suntec. I prefer CICT's combination of quality assets, diversification and earnings visibility, while Starhill would be the higher-risk re-rating opportunit

Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a "REIT boulevard." Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%

The long-awaited breakout in gold’s rebound finally arrived last week. With a 7% gain in a single week, gold quickly achieved the measured target of its daily-chart double-bottom breakout. The question now is whether the rebound can continue—and, if so, where the next major resistance levels may emerge. To answer that question, we should first compare the price action of gold futures and spot gold. After the front-month futures contract rolled over to December, the time-related premium created a spread of roughly 1.5%, or approximately $60–$70, between futures and spot prices. More importantly, futures have already broken out of the descending channel that had been in place since the beginning of the year, while spot gold has yet to make a similar breakout. In the spot market, the key resi

I’d pick cybersecurity as the sector with the most room to run. AI is creating new threats while making enterprise infrastructure more complex, supporting strong long-term security spending. $Palo Alto Networks(PANW)$ and $CrowdStrike Holdings, Inc.(CRWD)$ both look compelling, although I expect some consolidation after the strong rerating. If I had to pick one name today, I’d choose PANW. The CyberArk and Chronosphere acquisitions could strengthen

I’d pick B) Cybersecurity. AI is creating a huge productivity wave, but it’s also expanding the attack surface across cloud, identity, data and AI agents. As enterprises deploy more AI, cybersecurity becomes less of a discretionary expense and more of a necessity. Among the names, PANW would be my top pick. Its platform-consolidation strategy, strong ARR growth and exposure to multiple areas of enterprise security give it a compelling long-term setup. CRWD is also attractive, especially with its strong platform ecosystem and recurring revenue model. That said, both stocks have already rerated significantly, so I wouldn’t blindly chase new highs. I think cybersecurity still has legs, but the next phase will need to be supported by earnings, cash flow and sustainable growth—not just the AI

The idea of REITs holding mall properties (commercial) feels like a little iffy for me The next big pandemic, or a pivotal shift of how people consume goods and services, and malls will collapse. Then again, who am I kidding... work was supposed to have been revolutionised during covid19, with work from home was viable as anything else saving costs for everyone (management don't have to rent huge spaces, workers don't have to commute to work), yet somehow the rich landlords managed to force everyone back into offices. So malls might just withstand the test of time.

$Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $AST SpaceMobile, Inc.(ASTS)$  🚀 $RKLB Q2 2026 earnings: 16.9% Move Priced In, Shorts Are Watching Rocket Lab $RKLB reports Q2 earnings after the close tonight, and this one has the ingredients for a serious volatility event. The stock has finished 5 of its last 8 post-earnings sessions higher, including a monster 34.5% surge following its May report. That reaction came after Rocket Lab delivered record $200.3M Q1 revenue, up 63.5% YoY, while backlog climbed to $2.2B. (Rocket Lab Corporation⁠) Now the market is demanding another step-up. 📊 Earnings setup: • Average post-earnings move: 12.1% • Optio