To The Moon

After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. $Goldman Sachs(GS)$ Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow

1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: $Microsoft(MSFT)$ and $Amazon.com(AMZN)$surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — $Palantir Technologies Inc.(PLTR)$ reports today, August 3, after market close, and $Advanced Micro Devices(AMD)$ follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11

Singapore’s three major banks are about to report earnings: $DBS(D05.SI)$: 6 August $OCBC Bank(O39.SI)$: 7 August $UOB(U11.SI)$: 7 August With Singapore bank shares already trading at elevated levels, a simple profit beat may not be enough to push stocks higher. The bigger question is: Are the underlying earnings drivers still improving? 🐯🪙 Read to the end and share which bank you’re watching — useful market insights may come with some Tiger Coins! 🎯 5 Things Traders Should Watch 1️⃣ Net Interest Margin: Has the Decline Slowed? Net interest margin, or NIM, measures how much banks earn from lending after accoun

Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t

I. Core Catalysts Behind Apple’s New All-Time Highs 1. A Major Rotation in Market Capital: Apple Emerges as a Safe Haven for Light-Capital AI Plays Investors have grown skeptical of the long payback cycles for massive capital expenditure among AI computing giants, triggering capital outflows from heavy infrastructure names into Apple’s resilient balance sheet: Cloud peers allocate nearly 40% of revenue to data center buildouts, while Apple’s capital spending accounts for merely 2.5% of revenue, eliminating burdensome hardware infrastructure costs. Consensus estimates put Apple’s 2026 full-year free cash flow at $1400 billion, a 40% year-over-year surge, unrivaled among global tech firms and cementing its defensive appeal. While the Philadelphia Semiconductor Index weakened and Microsoft su

I found this live is interesting>> Register now Speakers are Kenny Tay, CEO of the Singapore A.I. Association and Founder of AI49 International Group, alongside Kenny Loh, Licensed Wealth Advisory Director & S-REITs Investment Expert, to unpack how AI is reshaping business strategy and where the next SGX investment opportunities sit. 📅 Date: 29 July 2026 ⏰ Time: 20:00–21:00 SGT Then I did some research: Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding. 📊 The Latest Numbers (2026) Metric Figure Source Working

Why Singapore STI Rallied for 8 Consecutive Weeks 1. Global Liquidity & Fed Rate Cut Bets Markets price rate cuts starting 2027, driving capital from expensive US tech into Asia’s high-dividend defensive assets. Singapore’s 4%–6% stock dividend yield and S-REIT 5%–8% payout attract global pension funds and family offices. Geopolitical tensions push safe-haven inflows to Singapore’s AAA-rated market. Read more>> Federal Reserve Rate Path Expectations for Wednesday’s FOMC Meeting 3 US Q2 GDP Outcome Scenarios & Direct Impacts on US Equities 2. Structural Policy Tailwinds (Key Driver) MAS expanded the SGD6.5b Equity Market Development Prog

US Q2 2026 Real GDP Growth Expectations & Stock Market Impacts 1. Core Timetable Advance GDP release: 8:30 AM ET, July 30 (Wed) Critical overlap: FOMC rate decision releases at 2 AM Beijing July 31, just hours after Q2 GDP print. GDP data will directly shape Powell’s hawkish/dovish tone in the press conference. Q1 2026 baseline: Real GDP SAAR = 2.1% (official final estimate) 2. Latest Consensus Forecasts (As of July 26, 2026) 1) Wall Street Blue Chip Consensus Market median forecast: 1.8%–2.2% annualized real GDP growth Bullish banks (GS, Huatai): 2.5%–3.3% (AI capex strong driver) Base case majority (BofA, CBO, Philly Fed SPF): 2.0%–2.2% Bearish institutions: 1.5%–1.8% (weakening consumer spending drag) 2) Atlanta Fed GDPNow Real-Time Nowcast (July 17, latest update) 1.7% SAAR (sharp

1. Basic Meeting Info Schedule: FOMC rate decision release at 2:00 AM Beijing Time on July 30 (2:00 PM ET, July 29); Powell’s press conference kicks off at 2:30 AM Beijing Time. Current policy rate: 3.50%–3.75%, held steady for four consecutive meetings. Key note: This is a non-SEP meeting. No updated dot plot or economic projections will be published. The full 2026 rate path will solely hinge on policy statement wording and Powell’s remarks; the next dot plot update comes in September. CME FedWatch pricing (as of July 26): Probability of unchanged rates this Wednesday: 87% (market baseline case) Probability of a 25bp hike to 3.75%–4.00%: 13% Near-zero odds of a rate cut; markets have fully priced out July easing expectations. 2. Three Scenarios & Corresponding Full-Year Rate Paths Sce

$PayPal(PYPL)$ shares surged nearly 14% in overnight trading after reports that payment company Stripe and private equity firm Advent International have submitted a joint offer to acquire PayPal for $60.50 per share, according to Reuters. Two sources familiar with the matter said the offer, submitted earlier this month, has secured approximately $50 billion in bank commitments, representing a premium of about 28% over PayPal's closing price on Tuesday.