Captain's Watch

Your lookout on the markets. Daily recaps across US · HK · SG, plus the trending topics moving the community — all in one place. (formerly Hotspot)

Your lookout on the markets. Daily recaps across US · HK · SG, plus the trending topics moving the community — all in one place. (formerly Hotspot)

Captain's Watch

This Wednesday, July 15 at 11 AM SGT, Longbridge's AI product launch unveils what we've built. Your imagination may already be inside. Join in for a chance to win rewards 🎁

Quick tips:Wave of bank earnings — watch $Financial Select Sector SPDR ETF (XLF.US). Once earnings set the tone, $Direxion Daily Financial Bear 3X (FAZ.US) and $Direxion Daily Financial Bull 3X (FAS.U...

Ordinary people who consistently outperform the market are actually doing the same "seemingly simple but hardest to stick with" thing—dollar-cost averaging (DCA).

Big week, loud open. Iran declared the Strait of Hormuz closed "until further notice," sending oil up and gold down to start the week. Meanwhile US CPI and the big banks both report Tuesday, and SK Hy...

Welcome to the last round of our Quarter-final Predict Game! Half-time in Kansas City, and Messi's wasted no time — the GOAT has already turned provider, teeing one up in the first 45. The defending ch...

Welcome to the 3rd round of World Cup Predict & Win 🏆 ! England 🏴󠁧󠁢󠁥󠁮󠁧󠁿 are stacked — Kane on 6 goals this tournament, Bellingham on 4 (a record for an England midfielder at a single World Cup). Norway...

Spain haven't conceded once all tournament — 5 games, 5 clean sheets, a World Cup record (Unai Simón: 609 minutes unbeaten). Belgium? Down 2-0 to Senegal and still won in extra time, then routed the U...

Two days after falling into a bear market, chips came roaring back. Semiconductors jumped 3%+ and the Nasdaq rose even as the US kept striking Iran. SK Hynix lists in the US today in what may be the s...

Back in 2022, France knocked Morocco out 2-0 in the semis — then fell at the final hurdle themselves. Both left Qatar with unfinished business; four years on, they meet again in Boston.So — Morocco's ...

Money rotated hard out of US AI hardware and into China tech. Alibaba ripped 11%, dragging the whole China complex up while US chips wobbled. Meanwhile the Fed minutes flagged AI itself as an inflatio...

On July 10, global HBM leader SK Hynix will officially list on the Nasdaq in ADR form (ticker: $SK Hynix (SKHY.US)). The roughly $29 billion raise will set a new record for a foreign company's fundrai...

The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...

Recently, if you've been watching $SpaceX (SPCX.US), you're probably a little confused: the stock has been sliding for almost a month. On June 16 it hit an all-time high of $225.64, and now it's down ...

Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...

Back from the long weekend into a stacked chip week. SpaceX joins the Nasdaq-100 tomorrow, triggering an estimated $27B of forced passive buying into a stock with barely 3-5% float. SK Hynix caps Frid...

This week's feed ran on chip-cycle conviction under pressure, a fresh round of the bubble-versus-runway debate, and a strong showing from Singapore-listed names. 📊

Tesla delivered its best quarter ever (480,126 cars, 74k above estimates) and the stock fell 7.5%. The Dow hit an all-time high on the worst jobs print in years. And memory chips just completed a brut...

Q3 opened with a split screen. Meta popped as much as +10% on a plan to sell its excess AI compute, basically declaring war on AWS and Azure, while memory chips got torched: Micron -8%, SanDisk -10% o...

US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...

Big day on Wall Street: the Dow closed above 52,000 for the first time ever, on Alphabet's debut as a Dow member. Tesla ripped 8% on a fresh FSD rollout, Rocket Lab struck an $8B deal for Iridium, and...

Korea just went all-in on AI. Samsung and SK Hynix are unveiling a combined ~USD 650B, ten-year buildout in chips and AI, the largest corporate spend in the country's history. Singapore is riding the ...

This week's community feed centred on the AI memory supercycle, Singapore's income names holding firm into a hot inflation print, and a sharp re-test of post-IPO valuations. 📊

Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...