To The Moon

My Investing Muse (10Aug2026) Layoffs, closures and Delinquencies The first week of August 2026 saw tech-sector layoffs push year-to-date totals past the full-year 2025 figure, with Layoffs.fyi data showing more than 125,000 tech job cuts already recorded across hundreds of companies. Restructuring for efficiency, cost discipline, and capital reallocation toward AI infrastructure remained key drivers.Zillow (4 August): Eliminated just over 500 positions (~7% of workforce), its largest round of the year. CEO Jeremy Wacksman cited the need for a more disciplined cost structure and operational efficiency amid ongoing growth. Nutanix (4 August): Announced an approximate 5% global workforce reduction (roughly 390 roles) to streamline operations, improve agility, and shift resourc

News and my thoughts from the past week (10Aug2026) Amazon is building a natural gas plant in Pecos County, Texas, to power an AI data center. Its permits allow 33 million tons of carbon dioxide a year, which would make it the single largest source of climate pollution in the country. For comparison, the dirtiest plant operating in America today emits about 16 million tons, so Amazon's is permitted for roughly double that. Amazon co-founded The Climate Pledge in 2019 and promised net-zero emissions by 2040. - X user Hedgie Jamie Dimon warns America could lose its reserve currency status within 25 years. - X user Whale Insider Meta CTO Andrew Bosworth told employees that AI productivity gains should go into more work, not more time off. When a staffer asked about bringing back extra vacatio

Market Outlook of S&P500 (10Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This is showing a bearish trend. Chaikin Money Flow CMF index shows a score of 0.00, which implies buying momentum cancelling out the selling momentum. Other Technical Analysis Based on the daily interva

Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be

Running an options income playbook on my Tiger trade account! May has been very good to me! #feelingthankful Let's see how Jun will play out! Will be watch FOMC new Chair Warsh speech to get a feel of his new direction for Fed. Not that the war is over (hopefully it last 🤞🏻) 🎉📈

Find out more here:Join me on Tiger Trade! Sign up with my invite and we both get USD 90*! You'll also unlock up to SGD 1,000 in welcome perks.

$Astera Labs, Inc.(ALAB)$. Many retail investors have never heard of it. Yet its connectivity products are critical inside AI servers. Its strong performance reflects the “picks and shovels” side of AI.

Yes buy it right now! So low

We just witnessed an historic month of gains. According to the data highlighted in image.png, US stocks climbed steadily through May to finish at fresh record highs: • The S&P 500 finished +5.15%, closing at 7,580. • The NASDAQ finished +8.36%, closing at 26,972. • The NASDAQ 100 crossed the monumental 30,000 milestone for the first time, closing at 30,333. Is it a healthy bull or a hollow top? (The [IDEA] Thesis) While the surface numbers are breathtaking, this rally presents a unique "hollow top" risk. The heavy lifting is being done almost entirely by a select group of mega-cap AI and semiconductor leaders. This concentration means the broader market isn't as robust as the indexes suggest. It isn't a bubble—because these tech giants are backing up their valuations with massive, real

Yes, it will continue into June

I wonder if this will continue I hope it will .  When will it drop idk . If it drops ah well rip

Hi I think it will Get to June and maybe July 

Probably will If not, ah well

The recent US stock market $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ is truly an unprecedented wealth-creation phenomenon. Among the four major sectors, artificial intelligence has driven two trillion-dollar IPOs, along with a large number of super-performing stocks in the memory, chip, and software/hardware markets. Ordinary employees of these companies have seen their wealth increase by at least several million dollars in just a few months, with some even seeing their company stock increase by a million dollars in a single day. Executives have become billionaires due to their skyrocketing wealth. In the US aerospace sector, many satellite, rocket,

The standard market-cap weighted indices heavily outperformed their equal-weighted counterparts, indicating that the broader market (the remaining "493" stocks in the S&P 500) stayed relatively flat or negative while mega-caps dragged the index to record highs.

Nokia! Old guard resurrected!

This is crazy and so that's should be yours 

$Marvell Technology(MRVL)$ amazing how these stocks came from nowhere to exploding valuations

NDQ QQQ up and away Boom the market will continue upwards based on earnings these are real fundamentals 

Yes it will. Let's go.😊

My Investing Muse (10Aug2026) Layoffs, closures and Delinquencies The first week of August 2026 saw tech-sector layoffs push year-to-date totals past the full-year 2025 figure, with Layoffs.fyi data showing more than 125,000 tech job cuts already recorded across hundreds of companies. Restructuring for efficiency, cost discipline, and capital reallocation toward AI infrastructure remained key drivers.Zillow (4 August): Eliminated just over 500 positions (~7% of workforce), its largest round of the year. CEO Jeremy Wacksman cited the need for a more disciplined cost structure and operational efficiency amid ongoing growth. Nutanix (4 August): Announced an approximate 5% global workforce reduction (roughly 390 roles) to streamline operations, improve agility, and shift resourc

News and my thoughts from the past week (10Aug2026) Amazon is building a natural gas plant in Pecos County, Texas, to power an AI data center. Its permits allow 33 million tons of carbon dioxide a year, which would make it the single largest source of climate pollution in the country. For comparison, the dirtiest plant operating in America today emits about 16 million tons, so Amazon's is permitted for roughly double that. Amazon co-founded The Climate Pledge in 2019 and promised net-zero emissions by 2040. - X user Hedgie Jamie Dimon warns America could lose its reserve currency status within 25 years. - X user Whale Insider Meta CTO Andrew Bosworth told employees that AI productivity gains should go into more work, not more time off. When a staffer asked about bringing back extra vacatio

Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be

Market Outlook of S&P500 (10Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This is showing a bearish trend. Chaikin Money Flow CMF index shows a score of 0.00, which implies buying momentum cancelling out the selling momentum. Other Technical Analysis Based on the daily interva

For week ending Fri, 29 May 2026, no economic reports could derail the final trading week of May 2026 as US market decided to close on a high, Not even simmering tension and flares between US & Iran, as pockets of warring clashes erupted throughout the week. In short, the US market was simply on a roll. Following the brief Memorial Day holiday (25 May 2026) reprieve, institutional and retail capital alike poured into equities, enabling major benchmarks to book monumental milestones. (see below) The DJIA. On Fri, 29 May 2026, the Dow closed the week at 51,032.46: (see above) For the day, it was up by +0.72% or 363.49 points. For the week, it was up by +0.9% or 452.76 points. This is a significant moment for the Dow because it is not a technology-heavy index, like Nasdaq. Its surge above

US stocks climbed steadily through May and closed the month at fresh record highs. $S&P 500(.SPX)$ finished +5.15%, closing at 7,580 (intraday high 7,599); $NASDAQ(.IXIC)$finished +8.36%, closing at 26,972 (high 27,095); and $NASDAQ 100(NDX)$crossed 30,000 for the first time, closing at 30,333. AI/tech led again. $NVIDIA(NVDA)$ kept sliding after its earnings; Trump's China visit and policy moves sparked a policy-driven rally; and the looming Fed chair transition is set to weigh heavily on the months ahead. S&P at record highs, but extremely divided

Amazing May To Be Followed by Phenomenal June? 🌟🌟🌟It is simply amazing that despite the Iran War, May 2026 will go down in history as the best May ever with a clean sweep of record shattering all time highs for the US indices.  On Friday May 29 2026, the Nasdaq Composite closed at a record 26,972.62, the S&P500 finished at 7,580.06 and the Dow Industrial Average landed at 51,032.46. But behind that glittering curtain lies a terrifying statistical anomaly.  Only 4% of individual stocks actually made new highs. Out of this top heavy illusion, 2 massive unstoppable thematic liftoffs emerged.  May was a tale of 2 distinct hardware and software empires.  As we go into June, they are setting a high velocity tug of war for institutional capital. The Undisputed King of May:

At GTC Taipei 2026, NVIDIA rolled out more than a dozen major announcements. The lineup was broad: Vera, a data center CPU built for AI agents; RTX Spark, a platform for personal AI PCs; DGX Station for Windows, a desktop AI supercomputer for enterprises; new robotics foundation models; autonomous driving platforms; and a broader AI factory stack. This was not just a product launch. It felt more like Jensen Huang laying out NVIDIA’s roadmap for the next stage of AI. The first AI boom put NVIDIA at the center of AI compute. This new roadmap points to a bigger ambition: NVIDIA does not just want to sell GPUs into the AI cycle. It wants to become the infrastructure layer underpinning the next generation of AI applications. 1. Vera: A CPU Built for the Agent Era AI demand is moving from pure t

Coming off a powerhouse May where the $NASDAQ(.IXIC)$ surged roughly 8% to cross into historic territory around the 26,900 mark, the big question is whether this momentum can carry through June. The short answer: Yes, the momentum is strong enough to trigger new highs, but the index is entering a "show-me" phase where headline volatility will increase. The global AI frenzy remains the primary engine, but June introduces significant macro data and structural updates that will test this rally's staying power. Can the Nasdaq Create Another New High in June? The underlying fundamental case for the Nasdaq remains robust, but further gains will likely be tactical rather than a straight line up. The Bull Catalyst: Unprecedented AI infrastructure spendin

Nasdaq 100 Shatters 30K: A Historic AI Supercycle or a Dangerous Melt-Up Trap? May just closed out with a massive, unrelenting rally that left the bears entirely decimated. US stocks climbed steadily throughout the month, finishing at fresh record highs. The S&P 500 packed on a solid +5.15%, closing at 7,580, but the absolute showstopper was tech. The NASDAQ Composite surged an incredible +8.36% to close at 26,972, while the NASDAQ 100 shattered the 30,000 barrier for the first time in history, closing at 30,333. Unsurprisingly, AI and tech leaders were the dominant engines driving this global frenzy. But as we cross into June, the risk profile is shifting dramatically. 1️⃣ The AI Mega-Cap Concentration: Healthy Bull or Hollow Top? The most important question right now is whether this

After months of turbulent price action, $Microsoft(MSFT)$ is displaying a compelling technical setup that suggests a new uptrend. Msft daily chart The Bottom: Inverse Head and Shoulders Microsoft has carved out a classic Inverse Head and Shoulders pattern, a highly reliable bottoming signal. The Structure: The stock formed a "Left Shoulder" in February, a capitulation "Head" in late March near $358, and a higher low "Right Shoulder" in May. The Trigger: The stock decisively broke out of this structure, confirming that buyers are firmly in control. The 1-2-3 Reversal Confirmation This action mirrors a bullish 1-2-3 reversal. MSFT set a macro low, bounced to a $429 resistance ceiling, formed a higher low, and has

When investors talk about the biggest winners of 2026, one theme immediately stands out: memory. $SanDisk Corp.(SNDK)$ has been the clear leader, surging more than 600% this year. $Micron Technology(MU)$ has also delivered a massive rally, up around 240%. Add in $Seagate Technology PLC(STX)$ and $Western Digital(WDC)$, and it is hard to ignore how dominant the memory trade has been. Training models, running inference, and scaling data centers all require enormous amounts of memory and storage. For years, investors viewed memory stocks as highly cyclical. But wit

tigerai TigerAI Conclusion: Nasdaq's May rally, fueled by a +9.52% surge in the tech-heavy QQQ, has propelled it to new highs. However, persistent inflation and a weakening labor market create a mixed outlook for June. The bullish momentum is notable, but its sustainability is questionable given underlying economic pressures. Key Information QQQ's Stellar May Performance: The Invesco QQQ Trust (QQQ) closed May at $738.31 , recording a substantial monthly gain of +9.52% . The ETF hit a monthly high of $741.63 on May 29, confirming a breakout to new highs Invesco QQQ 738.31 2.71 +2.71(0.37%) Post-market: 737.65 -0.6600 -0.09% 19:59 EDT . The price action shows a clear upward trend, with the support price rising from $663.6 on May 1 to $710.6 by month's end, and the resistance level climbing

We just witnessed an historic month of gains. According to the data highlighted in image.png, US stocks climbed steadily through May to finish at fresh record highs: • The S&P 500 finished +5.15%, closing at 7,580. • The NASDAQ finished +8.36%, closing at 26,972. • The NASDAQ 100 crossed the monumental 30,000 milestone for the first time, closing at 30,333. Is it a healthy bull or a hollow top? (The [IDEA] Thesis) While the surface numbers are breathtaking, this rally presents a unique "hollow top" risk. The heavy lifting is being done almost entirely by a select group of mega-cap AI and semiconductor leaders. This concentration means the broader market isn't as robust as the indexes suggest. It isn't a bubble—because these tech giants are backing up their valuations with massive, real

The recent US stock market $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ is truly an unprecedented wealth-creation phenomenon. Among the four major sectors, artificial intelligence has driven two trillion-dollar IPOs, along with a large number of super-performing stocks in the memory, chip, and software/hardware markets. Ordinary employees of these companies have seen their wealth increase by at least several million dollars in just a few months, with some even seeing their company stock increase by a million dollars in a single day. Executives have become billionaires due to their skyrocketing wealth. In the US aerospace sector, many satellite, rocket,

Looking at that list, the one that surprises me the most is probably Nebius (NBIS). Most investors talk about the obvious AI winners—NVIDIA, AMD, or Micron Technology—but Nebius was relatively unknown to many retail investors until recently. Its rise has been fueled by the AI infrastructure boom, data-center expansion, and major partnerships, including agreements with large tech companies. The company has been growing aggressively in AI cloud infrastructure, which explains why some investors started viewing it as a potential "picks-and-shovels" AI play. From my favorites: • NVIDIA — not surprising to me; it's still the kingmaker of AI hardware. • AMD — a bit more surprising because it has to compete directly with NVIDIA, but the AI accelerator opportunity is huge. • Micron Technology — mak

May's rally looks healthier than many expected, but it is still heavily driven by AI and large-cap tech. Market breadth has improved compared to early 2025, yet leadership remains concentrated in names linked to AI infrastructure, semiconductors and hyperscaler capex. A few things I am watching for June: Bullish factors Strong AI spending from cloud giants. Falling recession fears. Earnings revisions for AI beneficiaries such as NVIDIA, Micron Technology and Broadcom remain positive. Institutional cash levels are not excessively low yet. Risks Nasdaq 100 above 30,000 is psychologically significant. Valuations are becoming stretched. Any disappointment in AI capex growth could trigger a sharp rotation. Bond yields remain a threat to high-multiple stocks. For June, I favour: 1. AI infrastruc

1. Did I Beat the Index? Honestly? No—and that is strictly by design. When the underlying indices sprint vertically like they did in May, a disciplined income and premium-generation strategy will almost always lag the raw benchmark. Capped upside is the trade-off for consistency. However, securing high-probability realized yields while the market climbs allows for steady portfolio compounding without the anxiety of buying into a peak. 2. Healthy Bull or Hollow Top? It is a highly concentrated bull, but calling it "hollow" ignores the fundamentals. The mega-caps propping up these record highs are delivering actual, historic earnings and free cash flow, separating this environment from past tech bubbles. That said, market breadth is thin, which leaves the broader market vulnerable if the top

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. The main headlines that appeared in my email inbox today. These are analysis reports from individuals, not news. So are you still a extreme bull on technology sector, still chasing the run up even though valuations are getting ridiculously expensive, and some even do not warrant their current valuations? I remained bullish on technology stocks for the mid - long term timeline, however I also believe there is a fair valuation on every company, despite the profit they announce. I truly believe that we are approaching a phenomenom like the dot.com bubble years back. And when the sell off starts, its going to get real ugly.  @PawsAndProfit -&nbs

🌟🌟🌟If I had followed the "Sell in May and Go Away", I would have missed out on the incredible rally in May with new highs in the S&P500, the Nasdaq and the Dow. The big underlying catalysts include: Optimism surrounding a potential US Iran ceasefire extension & the memory stocks skyrocketing to the moon. Backed by these 2 catalysts, S&P500 scored its 9th consecutive weekly advance - cementing May as one of the single strongest growth months of the entire trading year. Fortunately for me, I continue to stay invested and saw my index ETFs like $SPDR Portfolio S&P 500 ETF(SPYM)$ blasted to fresh record shattering all time highs in May. SPYM is a mini version of $SPDR S&P 500 ETF Trust(SPY)$