Longbridge HK, US stocks community

U.S. equities rose pre-market ahead of NVDA earnings, July PCE data, and Fed Chair Warsh’s Jackson Hole speech amid inflation concerns and stubbornly high long-dated Treasury yields. Brent crude fell, while BTC gained; gold and silver declined. Chip stocks rebounded on AI optimism in front of the $NVIDIA(NVDA.US) print; $Meta Platforms(META.US) and $Tesla(TSLA.US) both advanced. TSLA raised Cybertruck prices. S&P 2026 EPS estimates continued to climb on AI and energy strength, pushing P/E to 21.0x and a forward earnings yield of 4.7%, matching the 10-year yield for the first time since early 2024. I remain cautious on $Tesla(TSLA.US) due to declining 2027-30 earnings estimates, the commoditization of unsupervised autonomous driving technology, and an extreme valuation (6x PEG, highest by far among Mag 8 stocks).

$XTALPI(02228.HK) Honestly, I'm running out of patience. What should I do? Feeling a bit frustrated...

$Palantir Tech(PLTR.US)Palantir stock has jumped about 46% in August and 43% since its August 3 earnings report. Still, Wall Street sees about 10% upside from current levels. Trump's investment accounts also bought Palantir shares in June, adding another point of interest as the stock continues to rally. However, the stock's high valuation could limit further gains if growth slows.The company's revenue jumped 93% year over year, while U.S. commercial revenue rose 149% to $764 million. Earnings per share came in at $0.41, which beat the consensus estimate of $0.35 per share. Operating cash flow also reached $1.22 billion. The results showed continued strong demand for Palantir's products across commercial and government customers. Following Palantir's Q2 results, analysts upgraded the target price for Palantir, with an average of $200.

Personally, I took partial profit at around the $160 mark. Despite overall optimism on the company, I also held through the lows when it struggled to even break through $130 for the 1st half of the year. Hence, I will continue to hold and only look to buy more when the stock pulls back to $140+ or sell when the stock reaches $210+. @Captain's Treasure

CONTEXT

Amazon.com Inc ($Amazon(AMZN.US)) trades at $261.43, showcasing immense operational momentum. In its recent Q2 earnings blockbuster, total revenue surged 20% year-over-year to $200.6 billion, crushing Wall Street estimates.The clear star of the show was Amazon Web Services (AWS), which re-accelerated to a spectacular 37% YoY growth rate, reaching $42.2 billion. AWS now boasts a $496 billion remaining contract backlog and generates over 60% of Amazon’s total operating income ($16.6B) at a massive 39.4% operating margin. Simultaneously, high-margin advertising revenue jumped 26% to $19.8 billion.While management aggressively scaled up 2026 cash CapEx to a projected $220 billion for AI server infrastructure, pushing trailing 12-month free cash flow into a brief $7.6 billion deficit, the market rewarded the spend. CEO Andy Jassy highlighted the rapid, predictable payback period on these servers, with 2027 and 2028 customer compute capacity already heavily reserved.

MY TRADE

I am executing a structured Long Position on $Amazon(AMZN.US), setting a primary technical price target of $315 over the next 6 to 12 months, tracking current institutional fair-value models. Rather than chasing the post-earnings spike, I am setting limit orders to build exposure in tiers during short-term macroeconomic pullbacks. This positioning captures the explosive, triple-digit growth across Amazon’s custom AI chips (Trainium) and core cloud ecosystem.

TAKEAWAY

Amazon is successfully transitioning from a low-margin e-commerce giant into a highly profitable AI and enterprise cloud powerhouse. The market no longer fears heavy CapEx because Amazon’s cash generation from operations remains an absolute fortress at $161.4 billion. Short-term cash flow contractions are an intentional trade-off to lock in long-term cloud dominance.

$Genting Sing(G13.SG)

Context: The tourism and hospitality sector in Singapore continues to exhibit strong baseline demand, supporting Resorts World Sentosa’s steady operational recovery.

My trade: Holding 5,000 shares of Genting Sing (G13) at an average cost of 0.610 SGD, capturing a solid +6.55% profit margin as a fundamental growth anchor.

Takeaway: Next time, I will systematically sell covered call options against long positions during local consolidation phases to harvest extra option premium.

Iggy's Journal: Inflation Ticked Up in July, But It's the Fine Print That Actually Caught My Eye

24 August 2026, PM

Market Data:

Core inflation rose to 2.0 percent in July from June's 1.6 percent, driven mainly by electricity, gas, services and food. Headline inflation rose to 2.2 percent from 1.9 percent. Both came in under what economists had forecast. Electricity and gas prices reversed a June decline to jump 8.7 percent in July, the single biggest mover in the release. MAS and MTI held their full-year 2026 forecast range unchanged at 1.5 to 2.5 percent for both measures, but the wording around the risks changed. Global energy and volatile oil prices, adverse weather hitting food imports, and wider pass-through into imported goods were all flagged as upside pressures still building.

My Personal Take:

The number itself isn't the part I'd sit with. It came in under forecast, and it's still comfortably inside the range MAS has held all year. What actually caught my attention is how the language shifted without the range itself moving, from energy costs merely "could further raise" prices to now "by more than anticipated." That's MAS quietly getting less confident about the ceiling holding, even while keeping the official number the same. For anyone on a fixed income or drawing down CPF, electricity alone jumping 8.7 percent in a single month is the kind of thing that erodes a household budget faster than a headline CPI print suggests. Worth watching whether October brings an actual policy response to match that more cautious tone, or whether this stays words only.

Not financial advice. Iggy's Forensic Compliance Standards apply.

https://www.businesstimes.com.sg/singapore/economy-policy/ndr-2026-singapore-wisely-says-no-tech-techs-sake?ref=home-grouped-story-1

Cheers, Iggy 🦖

Feels great to see your students progress and get better at long term investing, instead of chasing hype and noise.

Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades

$Defi Tech(DEFT.US)finally the time have come to this stock. Bitcoin have gone up, so does this. Hope will rise above 1. Let pray

this is doing well for STI. Dont wait at sideline too long. But caution on high valuation now.

TRUMP MEDIA CEO FINALLY DID AN INTERVIEW ABOUT THE $100K/MONTH TRUTH SOCIAL API:

Source: amit

Nvidia has confirmed it will release its FY2027 Q2 earnings report after the market closes on August 26th. The biggest question in the market regarding AI has now moved beyond simply stating "AI demand" to the next step: how fast can such massive capital expenditures continue to grow? Therefore, the key point this time is the absence of data center revenue, gross margin, guidance for the next quarter, and demand related to Blackwell/Rubin.

If Nvidia continues to provide stringent guidance, AI, optical communications, warehousing, and servers may all see further valuation increases. If the earnings are strong and guidance is initiated, then caution is warranted regarding the realization of gains after earnings season.

Nvidia's performance tonight could very well determine the final leg of the tech stock rally at the end of August.