NewUser_ThinkSwim

NewUser_ThinkSwim

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NewUser_ThinkSwim
NewUser_ThinkSwim
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NewUser_ThinkSwim

If OCBC drops even more over the next few weeks. The 3 local banks stocks might drop sharply overall as the reasons for the drop applies to all three banks (DBS,OCBC,UOB). However if the price for the banks ever drop below 2 standard deviation and their peg is below average will be a good time to buy the dip with a long time horizon for 5-10 years. DCA slowly and invest wise safely.

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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX Eyes $40B Chip Loan

The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...

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NewUser_ThinkSwim

The market might return spaceX to 220 at the end of the year if it remains bullish based on trends. But valuation wise it is still not profitable so I do not think it can hold for long term after the venture or big money has exited the stocks it might drop 50-80% if its cash flow remains tight or even unprofitable. DCA slowly into the stock if you like the stock do not go all in because no one knows when the crash or correction will happen and after the crash will it recover quickly or not

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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX Jumps 7.6%

SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...

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NewUser_ThinkSwim

After the implementation of the stocks, the three banks will be good if it ever went to 52 weeks low to buy for the long term if the core business and guidance has not been changed too dramatically. DCA slowly will always beat in the long terms 5 to 10 years and above.

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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Board Lots Shrink, SGX Slides

From today you can buy DBS, OCBC, UOB and SGX in lots of 10 instead of 100. SGX itself fell 7% on Friday with no announcement behind it. In the US, September added just 29,000 jobs, October hike odds ...

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NewUser_ThinkSwim

The market report will make markets more volatile compared to yesterday. See Oil, copper, housing. I suspect that the market is a lagging indicator of a big drop incoming but we do not know when it will happen.

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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Micron's 2027 Is 75% Sold

Micron says more than 75% of its 2027 output is already committed, and memory names followed through overnight. The 10-year touched its highest since 2002 before pulling back. At home, SGX is down abo...

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NewUser_ThinkSwim

The market was a pump in progress then dumped later near ending hours. I would be expecting big moves incoming in both directions but unsure of the trends since when market breath so low normally can expect quick upside rebound but this time it has not yet happened in a fast and furious manner so I think confidence in the market has decreased.

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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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NewUser_ThinkSwim

The market will be choppy or wild because of earnings so be cautious and DCA if you are interested in the stock on a long time horizon which is more than 5-10 years. If there any release of tweet or macro problems the market will implode from buy the rumor sell the news event. So chill and relax for the day may not be a bad decision.

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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...

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NewUser_ThinkSwim

$Micron Tech(MU.US) could beat expectations but not have exceptional excellent increased in share price due to future guidance or even some bottleneck so price will most likely be drop then brought up later part of the earnings and be a nothing happen but destroying the options on earnings so be careful and cautious when taking the risk.

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Captain's Watch
Micron Earnings Challenge — Guess the close and win cash!

$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...

EARNINGS PREVIEW ·US 1 LONGBRIDGE The print that became a market event Micron Te
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NewUser_ThinkSwim

After Monday US market, I think the week will be choppy after the drop before any big movements. As for the new IPO, a new batch of pump then dump awaits. DCA if you like the company and prefer the thrill and rides.

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's IPO Filing Reveals a $42B Loss

Reuters got a first look at Anthropic's IPO prospectus: revenue up 12-fold, a $42 billion net loss, and a $2 trillion valuation target. Meanwhile Treasury yields hit fresh multi-decade highs and gold ...

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NewUser_ThinkSwim

This week's activities will be a volatile one plus $Micron Tech(MU.US) will be on earnings. No matter if it moves up or down will affect the demand in semiconductor sectors. Plus those stocks linked to AI have benefitted much upside gains it might not be a bad idea to take profits if have not done so before the volatility this Friday.

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Trump Rejects Iran Deal, Oil Rebounds

Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...

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NewUser_ThinkSwim

Not many actions in the short term as macro it is not good and micro can be manipulated with posts from news or lawsuits that might come from software or semiconductor sectors in relation to AI. So DCA slowly into both IGV Mags if you believe software stocks will win and betting on soxx for the semiconductor sector with AI factors aiding growth to the companies.

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Captain's Compass
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?

The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...

Spread vs. Us Benchmark Bond-10 Year ICE BofA US High Yield (Right) 一 350 340 33
Average annual infrastructure spending as a percentage of GDP Telecom Canals Rai
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NewUser_ThinkSwim

With an elevated yield or an increase with no control to bring down foreseeable in the long run will most likely be a bearish factor for the overall stock markets.

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Captain Leo
⭐️ Community Spotlight | The Last Sub-5% Yield Is Three Years Out

The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.

COMMUNITY SPOTLIGHT 11 LONGBRIDGE 01 THE LONG END-ALEVELLAST SEENIN2004 The last
COMMUNITY SPOTLIGHT LONGBRIDGE 02 SANDISK—THREE PLACES TO STAND A record US$2,40
COMMUNITY SPOTLIGHT 一 ILONGBRIDGE 03 THE PAYOUT - AND WHAT'S BEHINDIT A dividend
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NewUser_ThinkSwim

Markets movements will be clearer as we come to the end of the month. Unsure if it is directional bearish or bullish but if the macro problems are persistent I do not think we will have big rallies but might have sudden drop. DCA slowly into stocks to participate in the market and chill over the weekends.

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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Akamai Jumps 21% on Anthropic

Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.

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NewUser_ThinkSwim

With previous raises it is more like both software and semiconductors are raised before the interest rate increases. The semiconductor sector should be down after a sharp increase. If the yield rises to a level no one accounts for or a breaking point, most likely a 5-15% drop will happen.

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Captain's Compass
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?

The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...

Spread vs. Us Benchmark Bond-10 Year ICE BofA US High Yield (Right) 一 350 340 33
Average annual infrastructure spending as a percentage of GDP Telecom Canals Rai
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