ShortWalk — Investing Ideas, Posts & Market Views

As mentioned yesterday, i wouldnt read too much into the guidance. And the fact that the stock falls flat, seems like there is no clear indication as to how stocks will react.

With this PCE cooler, i guess we can only see a hike in December.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Micron Beats Big, Stock Shrugs

Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...

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ShortWalk1 day ago, 04:13 AM

The focus will be mainly on the PCE report tonight which may determine the Fed hike later on that will trigger chain reaction from multiple stocks.

As for $Micron Tech(MU.US) guidance, it will have a short term impact on semiconductor and tech stocks. But I wouldn't read too much into it as it could be wrong and tech stock has been defying the odds recently.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — PCE Tests the Fed, Micron Tests the Memory Boom

Fed's Williams saw "no need for urgency" on the next hike, cutting October odds to a coin flip ahead of tonight's PCE. Then Micron reports before dawn Thursday, with Street targets from $1,100 to $2,0...

Micron Tech

USMU

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ShortWalkSep 15 at 04:30 AM

AI cooling due to news over AI fears and talks about kill switch. But i doubt this fear is long term and soon people forget and the surge continues.

Tomorrow all eyes on Fed hike 👀

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — AI Slowdown Fears Crash Chips, Ignite Cybersecurity

Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...

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ShortWalkSep 14 at 05:59 AM

Post CPI discussion here! Hotter CPI - boon or bane For US, bane in short term but for SG, boon for now

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Pushes September Hike Odds Near 90%

US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...

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ShortWalkSep 11 at 04:45 AM

All 👀 on CPI tonight!

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Oracle Sinks, Then Soars 7% on Cloud Blowout

Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI ...

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ShortWalkSep 10 at 09:53 AM

Apple on the headlines again!

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Apple's iPhone Duo Launches, Wall Street Shrugs

Apple's iPhone Duo — its first foldable iPhone — launched at 1am SGT, priced up to a record $3,199. $Apple(AAPL.US) barely budged. Brent crude also broke $100/barrel for the first time since July, and...

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ShortWalkSep 9 at 04:36 AM

Apple's foldable phone being the highlight shows that Apple's standing is still on top especially after the CEO change. However, with such a niche product, i think there will be concerns over its cost for more expensive components as well as whether its highly priced product can attract consumers.

I am more interested to see how Meta's new AI agent Muse can differentiate itself in the industry with so many agents.

We can also see multiple places increasing rates and soon the impact of this will be reflected in the coming days

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Apple's Foldable iPhone Launches Tonight, Supply Already Short

Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...

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ShortWalkSep 8 at 04:02 AM

Treasury Yield all time high in 3 years!

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — After GPT-6 Astra, Memory Chip Inventory Falls to Just 10 Days

OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...

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ShortWalkSep 7 at 03:54 AM

Labour day and break for US market as jobs climbs

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Jobs Blowout Pushes Rate-Hike Odds to 60%

US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...

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ShortWalkSep 3 at 03:34 AM

Lets discuss here!

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Dell Soars 16% as Broadcom Falls Despite 86% Growth

Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...

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ShortWalkSep 2 at 03:15 AM

US market dip yesterday!

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US Strikes Iran as Oil Surges 5%

US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...

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ShortWalkAug 27 at 04:15 AM

Nvidia up! Inflation also up!

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Cleared It, Now Warsh Speaks

Nvidia's $108B guide lifted software with it, but PCE at 3.7% leaves Friday's Warsh keynote deciding the week. Singapore's quieter number: core inflation at a 21-month high of 2.0%.

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ShortWalkAug 26 at 01:28 PM

Nvidia earnings discussion!

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Captain's Watch

FeaturedNvidia Earnings Challenge — Guess the price and win cash rewards!

$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...

1 LONGBRIDGE NVDA Earnings Community( Challenge Vote，comment，post — - win 5 SGD