AAPL260130C265000.US

Microsoft surprised investors with a great beat while Meta disappointed with a EPS miss. Moreover, capital flowed back into chop stocks as Microsoft's impressive YoY gain have revived the believe in AI demand. Looking forward, I'm excited for Apple's earnings, while being neutral on Amazon. Apple has been pretty consistent with their earnings record so bar any big moves, I expect earnings to be modestly decent.

$UMS(558.SG)UMS remains under pressure as semiconductor stocks continue to face selling after the Fed’s hawkish pause and rising Treasury yields. Weaker sentiment across the AI chip supply chain has weighed on the sector, even though the long-term demand outlook remains intact.

The recent pullback appears driven more by macro sentiment than company specific fundamentals. With AI infrastructure spending still expected to stay strong, attention now shifts to Amazon and Apple earnings, along with Friday’s Core PCE inflation data. Positive results or easing inflation could help stabilize semiconductor sentiment.

📈 Watching for signs of support rather than chasing weakness. If macro headwinds ease and AI demand remains resilient, quality semiconductor names like UMS could attract buyers again.

$Apple(AAPL.US) put buyers spotted hitting the $327.5P for 08/07, aggressively loading up with over $2.29M in premium.

Model student $Apple(AAPL.US) is about to release its earnings report. Looking at the volatility spread between long-term and short-term, there is a consistent light buying pressure for put options. In terms of traded options, based on new positions, put options are also the main focus.
Even though the stock price has hit a new high, there is not a hint of bullish arrogance.

The oil price situation is erratic. One day it is up and the next it is down. This is why risk management is essential.

What a week it has been. This is what sentiment is. At the top, everyone wants to buy. Down here, no one wants to buy. But prices are much cheaper here. Thats how trends are also. Not many has the courage to do things using their own thought process.

MSFT still strong going besides AAPL. The rest simply keep falling like no nobody business. Left 1 more day to close this dry July. Also plenty opportunity to go for shopping spree. What else can do not do after few weeks of rough ride🎢🛼 am going to grab a few stocks either on Friday or coming Monday. What do your suggest, can drop your opinion as now it is all Free Falling stocks in particular!!🤔💭🌞👀🧋

Standard Chartered Bank Hongkong stocks profit rose. Though AI trading becomes the trend, I wonder on the businesses purposes.

Korea stocks fall is a concern.

I wonder on the jobless percentage on Thursday report.

Today is 30 July and why is there a report for 31 July on the employment cost?

However, the oil price increases.

Shaky times because it’s earning season and plenty of geo uncertainties. DYODD well

Microsoft's results reinforce my conviction that the AI investment cycle is still intact. The market is no longer rewarding AI spending alone—it wants clear monetisation. Azure's 43% growth and stable capex show Microsoft is converting AI investments into real earnings, which is exactly what investors have been waiting to see.

Meta's weak free cash flow doesn't make me bearish on AI. To me, it highlights execution risk rather than the end of the AI trade. Companies that can demonstrate profitable AI deployment will continue to outperform, while those with rising spending but slower returns may face more pressure in the near term.

I'm staying constructive on the sector and will continue accumulating quality names during volatility, especially semiconductor and AI infrastructure leaders. With Apple and Amazon reporting next, I think this earnings season will further separate the true AI winners from the rest.

Markets are entering a high-volatility window with economic data, earnings, and geopolitical headlines all colliding. I’m keeping more cash on hand and waiting for higher-conviction setups instead of reacting to every headline.

REITs and bank stock investors should also take note with recent Fed rate decision and his tone.

Chairman Kevin Warsh struck a clearly hawkish tone after the meeting:

He repeatedly said that the inflation is "still too high" and he will not accept inflation staying above 2%

He also pushed back firmly against market hopes for rate cuts and ruled out any plan to raise or soften the inflation target

Barclays has called the current outcome a "hawkish pause" and this will likely make markets price in a higher chance of rate hikes ahead.

Hence bad for REITs and good for bank stocks.

A bit of a nice surprise as Microsoft finally breaks the consecutive loss between quarters and reported better than expected earnings with Azure cloud growth being the highlight. On the other hand, Meta investors continue to endure the drawdown with ongoing legal battles and slowing growth. On the macro side of things, FED holds rate steady which was pretty expected; I personally think there might only be 1 rate hike at the end of the year. Now attention turns to Amazon and Apple for tomorrow.

Tech stocks are crashing heavily with Kospi market experiencing circuit breaker for the 2nd day in a row. The Korean government is also stepping in to save the situation as retail investors get caught up with margin trading and leveraged etfs. Even with companies reporting solid earnings, a soft guidance or merely meeting expectations would still send the stock right down as the bearish sentiment starts to get real. Both beaten down stocks Meta & Msft report after Bell tonight. while Apple and Amazon follow suit a day later. This could be the real crash investors are waiting for to buy the dip while fomo traders lose out.

$Apple(AAPL.US) 26% in 24 BARS - That is alot

Tuesday’s trading reflected a rotation rather than broad market weakness. Strength in the Dow and S&P 500 suggested continued support for industrials and defensive sectors, while the Nasdaq lagged as semiconductor stocks came under pressure. The SOX index breaking below key support may indicate weaker near-term sentiment for chipmakers, particularly memory stocks amid renewed oversupply concerns. Meanwhile, Apple’s brief US$5 trillion milestone highlighted continued resilience in mega-cap technology despite broader semiconductor weakness.