TrendForce said AI server shipments are forecast tWe believe the MI455 is the first known chip to sh$KLA(KLAC.US)KLA just reported record June-quarter$Lens(06613.HK)Is Lens Technology Hong Kong’s most📌Strongest recent price momentumGoldman Sachs: CapEx Spend Rapid Growth in Long-TeAmazon recently climbed to a new 52-week high, ref🦎 IGGY MORNING BRIEF, 4 AUGUST 2026☕ Good morning,$UOB 5xLongSG261217(W9AW.SG)UOB is still one of myHow the yen carry trade hits $SPY and $QQQ. 1. Bor$Palo Alto Networks(PANW.US)Palo Alto Networks: AIIntel’s EMIB-T advanced packaging costs 50% less tLate, random thoughts on $NOW qtr: -Business is fiLeave with this --> Great job today. Time to clock$Microsoft(MSFT.US)Hooray! though with strong conf$GME This is the first time RC broke the pattern. Compute constrained. On reflection, the growth in 🇸🇬 Earnings Season Challenge #4: DBS, OCBC & UOB Report — Who Wins the Week?Another win for corporations, another loss for Ame$PLTR PALANTIR Q2 2026 EARNINGS: - Revenue of $1.9$PLTR: "The assumption that the frontier is actualAutomated testing mute verification - Content orgaPlease ignore the public release of automated test$ON Q2 Earnings Double Beat 🔥 Adj. EPS: $0.74 vs $$SNAP Q2 Earnings Double Beat 🔥 EPS: $(0.10) vs $(The Fintwit ban on P/L screenshots is hereby lifte$CIFR buyers spotted stepping into the $45C for 12NO $MAGS NO BAGS..... Well, Here Comes Papa..... T$PLTR Palantir reports Q2 2026 results today. The Update: Microsoft is now up +16% since Bill Gates $VG S&P 500(VOO.US)The Vanguard S&P 500 ETF (VOO) META INVITED TO WHITE HOUSE TUESDAY TO DISCUSS AI *TRUMP: THIS IS THE LAST CHANCE FOR IRAN TO SIGN AMorgan Stanley: Cloud CapEx Cloud Capital ExpenditKLA's purchase commitments jumped from $2.75B to $CITADEL WARNS FED MESSAGING IS HURTING CREDIBILITYNASDAQ EXTENDS GAINS, LAST UP 2.1%$SPCX Dead Money - Earnings Tomorrow After the belSAYLOR SAYS HE HAS NEVER SOLD ANY OF HIS PERSONALLMorgan Stanley: "60%+ of enterprises use open-weig$VRT going for the ER gap down fill. I am watching1234566666Breaking: President Trump's account bought Amazon TRUMP: - IRANIAN LEADERSHIP IS DUPLICITOUS - THEY $SoFi Tech(SOFI.US)SoFi continued to show resilien$SpaceX(SPCX.US)its been a while ride trading this$PLTR I will be out of the few remaining trade sha$Netflix(NFLX.US)Netflix is definitely testing my $SPX daily at the top of the base.Source: Sunrise $Suntec Reit(T82U.SG)The price has pulled back aft