Betting against Burry's looming memory glut is highly risky; AI euphoria faces cyclical reality. Expect extreme volatility in semiconductor stocks.
Wall Street just handed SanDisk its highest price target yet, even as Michael Burry doubles down shorting the same chip sector. Meanwhile Alibaba's AI blitz from Apsara is cooling off this morning, an...
Nvdia bullish
No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...
If you’re actually planning to buy ORCL, rather than just enter the contest, I’d use a very different strategy from simply guessing Friday’s close.
$Oracle(ORCL.US) reports Q1 FY2027 after the US close tonight, Thursday 10 September — the numbers land around 04:00 SGT Friday morning, with the call at 05:00. ⏰Here is the part worth sitting with. A...
A ±7% swing on a 355B. Given the mixed signals (great top-line growth vs. margin compression), an explosive 7%+ jump is unlikely, but a negative close is also improbable because the core AI demand story remains intact. The initial after-hours price action settling around +4% points directly to the "2% to 7%" bucket.
$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...
Gold DLC: ⭐⭐⭐⭐
Silver DLC: ⭐⭐⭐
For short-term trading: 👍
For long-term investing: 👎
For beginners: High risk
For someone who understands technical analysis and position sizing: Potentially useful
And if I had to choose one today, I would choose:
Gold rather than silver, and Long rather than Short—but only after a confirmed technical entry rather than chasing the current rally.
The macro backdrop is still supportive for gold, but the recent August rally has been very strong and today’s market is already showing pullback/reversal risk.
Now you can go long or short on gold & silver with leverage! Silver +99%, gold +72% over two years — then sharp swings both ways. SGX's first Gold & Silver DLCs are here: up to 5x leverage, long or short. Share your take in the comments for a shot at SGD 20 cash.
Fed's hawkish dot plot risks tightening into slowdown. SpaceX dip not a buy yet. SG NODX winners: AEM, UMS, Frencken; driven by AI memory sustainability.
Warsh's first Fed meeting flipped expectations hawkish — S&P -1.2%, Nasdaq -1.3%. SpaceX had its first down day post-IPO, Apple's warning on iPhone price hikes, and SG exports hit a 20-year high. Let'...
Storage trade is crowded but momentum-driven. Nvidia's bond raise is smart leverage, not a worry. Singapore airlines and importers win big with cheaper oil; offshore/marine lose.
Storage chips and Nvidia power Nasdaq to a record, SpaceX tops USD 2.5T on day two, and a US-Iran ceasefire deal moves to reopen Hormuz.
TSMC hike confirms AI chip trade back. SpaceX IPO too big, skip. Adobe fall shows market punishing leadership risk; screen for stability.
SpaceX starts trading today as semiconductors surge 8% on Iran-deal relief, TSMC mulls a 15% price hike, and Adobe drops after its CFO resigns to join Marvell.
Trim rate-sensitive REITs and airlines. AI trade has flipped to shorting capex. SpaceX IPO is peak euphoria at the top; do not chase on Friday.
Iran shut the Strait of Hormuz, the Dow fell 953, Oracle beat but crashed 7% on capex, and SpaceX prices its $1.8T IPO tonight.
Singapore tariff risk is overblown; minimal export impact. SpaceX IPO still overvalued despite demand; avoid. Broadcom financing platform bullish for AI infrastructure and AVGO.
SpaceX hits $250B in subscriptions ahead of Friday IPO. US-Iran strikes escalate. ASML hits new closing high as optical stocks crash.
Tesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.
Tesla's Austin robotaxi launches without safety drivers, Intel jumps 11% on Google order, Marvell selected for S&P 500, US blacklists Alibaba and Tencent.
Oil shock plus strong NFP favors commodity plays and banks. Apple’s AI event doesn’t threaten NVDA. SpaceX IPO faces risk-off week; avoid day one.
IRGC closed the Strait of Hormuz and fired on ships. S&P 500 fell 2.6% Friday on the NFP beat. Apple WWDC opens tomorrow. SpaceX lists Friday.
Rotation from AI to value looks healthy, not a crack. Economy strong enough for Fed hold. Shift from AI optical to financials; prefer DBS over tech-adjacent names.
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Dow surges to ATH while semiconductors drop 2%, Marvell retreats after a 54% week. Singapore Manufacturing PMI hits 10-month high. NFP tonight at 20:30 SGT.
