To The Moon

berish for Arista it show backlog only grow 800 million and 2027 maybe indeed the growth slowdown

Shopping While Still Learning About Stocks – My Relaxing Day at Johor Premium Outlets One thing I enjoy about investing is that it doesn’t stop when the stock market closes. Whether I’m relaxing over coffee, travelling, or shopping across the border, I find myself observing businesses differently. Every shopping trip becomes an opportunity to understand how companies attract customers, how brands build loyalty, and why some businesses continue growing year after year. Recently, I spent a relaxing day at Johor Premium Outlets (JPO). It wasn’t just about hunting for bargains—it was also a chance to think like an investor while enjoying the day with family. 🛍️ Starting the Day at Johor Premium Outlets Johor Premium Outlets remains one of my favourite places for a short getaway from Singapore.

The $Walt Disney(DIS)$ reports its fiscal third-quarter (Q3) 2026 financial results on Wednesday, August 5, 2026, before the US market opens. 1. Q3 FY2026 Consensus Estimates vs. Q2 FY2026 Benchmark Key Takeaways from Q2 Benchmark In Q2 FY26, Disney delivered a double beat driven by accelerated Direct-to-Consumer (DTC) streaming revenue (+13% YoY growth in entertainment SVOD) and DTC operating margin expansion. However, domestic theme park attendance experienced mild demand softening. 2. Core Drivers & Wall Street Focus Areas for Q3 Direct-to-Consumer (DTC) & Streaming Profitability: Subscriber & Ad Growth: Investors are looking for continued low single-digit subscriber growth on Disney+ / Hulu and ad-tier revenue expansion. Ad-Supporte

$McDonald's(MCD)$ $Yum(YUM)$  $Restaurant(QSR)$  🍔 $MCD Q2 2026 Earnings: Pricing Power Hits Its Limit? McDonald’s delivered a respectable earnings beat, but beneath the surface the growth engine is losing momentum. Global comparable sales slowed sharply to +1.3%, down from +3.8% in Q1, while U.S. guest traffic turned negative. Revenue rose just 4% YoY, driven almost entirely by higher prices rather than more customers. The franchised business model continues to protect margins and EPS, but investors are now asking whether pricing has reached its ceiling. 🟢 EPS: $3.32 🟢 Revenue: +4% YoY 🔴 Global Comparable Sales: +1.3% 🔴 U.S. Comparable Guest Cou

$Wayfair(W)$ $Williams-Sonoma(WSM)$  $RH(RH)$  📈 Wayfair $W +27.3% After Blowout Q2: Best Sequential Revenue Growth Since 2020 Wayfair $W is soaring +27.3% today after delivering an outstanding Q2, posting its strongest sequential revenue growth since 2020. The rally has completely erased the stock’s 2026 losses, pushing shares up 13% YTD and back near February highs. The company exceeded expectations on both earnings and revenue while demonstrating impressive operating leverage, surging Free Cash Flow and continued market share gains despite one of the toughest housing markets in years. 🟢 EPS: $0.95 | Est. $0.92 🟢 Revenue: $3.52B | Est. $3.47B $W Q

Msft still the best!

I voted for A) Mega-cap tech & cloud because I believe the AI investment cycle is still in its early stages. AI spending is increasingly translating into real revenue, and I think the leading cloud platforms will continue to benefit as enterprise AI adoption grows. The demand for AI infrastructure also supports the broader semiconductor and networking ecosystem. If I could buy only one stock from this list, I'd choose $Amazon.com(AMZN)$ . AWS growth has reaccelerated, its advertising business is strong, and Amazon is well positioned to benefit from the long-term AI trend. I believe the company still has multiple growth drivers that can support earnings over the next few years. I expect some short-term pullbacks after the recent rally, but I

$CMBC CAPITAL(01141)$   @JC888  Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise

I’m voting C) Industrials, with $Eaton Corp PLC(ETN)$ as my preferred name from the list. AI growth is not only about chips and cloud platforms , data centres also require enormous investment in power distribution, electrical equipment and infrastructure. Eaton’s strong backlog gives it better earnings visibility than many higher-beta AI names. The valuation may already reflect plenty of optimism, so I wouldn’t chase aggressively at an all-time high. However, if hyperscaler capex remains strong, I believe the “picks and shovels” side of AI still has room to run. My view is that the AI-capex rally continues, but with sharper pullbacks and greater separation between genuine earnings growth and hype.

$中芯国际(00981)$  

The stocks that I would watch today closely would be Apple, and Spxl 500 $SPXL 20260828 292.5 CALL$   that's my call

Just this past Monday, the S&P 500 index successfully broke through its 20-day moving average, while the Nasdaq index solidly reclaimed its 20-week moving average. According to the technical rules I outlined previously, when these two critical indicators are breached simultaneously, we should pivot our stance to the upside in alignment with the trend. Sure enough, within just one day, both major indices surged another few percentage points, and the S&P 500 even came close to returning to its previous high, right where the initial drop began. Looking at this price action, I believe many are already declaring "the return of the king" for US equities, assuming the market has completely finished its shakeout and re-entered a primary uptrend. However, I must issue a warning: the current

Recently, a leading global materials company renewed its partnership with YXT.com Group Holding Limited ( $云学堂(YXT)$ ), further deepening collaboration in enterprise knowledge operations, talent development and AI applications. Through this continued partnership, YXT is supporting the company’s evolution from traditional learning management toward intelligent knowledge systems and stronger organizational capabilities. For global manufacturing enterprises, competitive advantage is no longer defined solely by production capabilities and technological expertise. It increasingly depends on the ability to capture, organize and continuously leverage the knowledge, experience and best practices accumulated across the organization. As the company expanded

$Sheng Siong(OV8.SI)$  $3.60 Target Price. About Sheng Siong (OV8) Sheng Siong Group is one of Singapore's largest supermarket chains, operating over 88 outlets primarily in residential heartland locations, alongside stores in Kunming, China and its Sheng Siong Online grocery platform. As a consumer staples play, the group offers a defensive earnings profile anchored by consistent demand for daily essentials.  Fundamentals  Sheng Siong reported 1Q FY2026 revenue of S$452.8M, up 12.4% YoY, with net profit rising 12.6% to S$43.4M, driven mainly by the twelve new stores opened during FY2025 alongside stronger festive spending over Lunar New Year and Hari Raya Puasa. Comparable same-store revenue in Singapore

Tech defence are space having a run generally⭐🐯

💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Nineteen U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of July 31, 2026. The top 10 span mega-cap e-commerce and cloud infrastructure, global and regional banking, industrial power management, off-price retail, consumer wearables, video game publishing, luxury cruise travel, and diversified wealth management—a cross-section pointing to AI infrastructure spending, record bank profitability, and resilient high-end consumer demand as the market's current momentum drivers. The top 10 tickers leading this cohort - $Amazon.com(AMZN)$,

$Micron Technology(MU)$   US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are

I'm watching $Tesla Motors(TSLA)$ and $SpaceX(SPCX)$ today as my entry point on $SpaceX(SPCX)$ was way premature, with gains only coming now. I think I may have to HODL that one. And $Tesla Motors(TSLA)$ I should have sold months ago with the strategic re-entry as Cathie Wood had (or thereabouts), but alas I'm in the red for both and hope they shift to green soon. Make up some head shaking losses...

Stocks to watch today? Hmmm, $Elbit Systems Ltd(ESLT)$  $Anterix(ATEX)$  $SanDisk Corp.(SNDK)$  $Vertiv Holdings LLC(VRT)$  $Viasat(VSAT)$  (and QBTS bullish also). Look at the financials, technicals, and the sectors they sit in, and it becomes pretty clear. They aren't the mag 7, but day in and day out, they punch in and punch out with good strong price action and healthy, sure footed fundamentals. I've been watching these for

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

Shopping While Still Learning About Stocks – My Relaxing Day at Johor Premium Outlets One thing I enjoy about investing is that it doesn’t stop when the stock market closes. Whether I’m relaxing over coffee, travelling, or shopping across the border, I find myself observing businesses differently. Every shopping trip becomes an opportunity to understand how companies attract customers, how brands build loyalty, and why some businesses continue growing year after year. Recently, I spent a relaxing day at Johor Premium Outlets (JPO). It wasn’t just about hunting for bargains—it was also a chance to think like an investor while enjoying the day with family. 🛍️ Starting the Day at Johor Premium Outlets Johor Premium Outlets remains one of my favourite places for a short getaway from Singapore.

The $Walt Disney(DIS)$ reports its fiscal third-quarter (Q3) 2026 financial results on Wednesday, August 5, 2026, before the US market opens. 1. Q3 FY2026 Consensus Estimates vs. Q2 FY2026 Benchmark Key Takeaways from Q2 Benchmark In Q2 FY26, Disney delivered a double beat driven by accelerated Direct-to-Consumer (DTC) streaming revenue (+13% YoY growth in entertainment SVOD) and DTC operating margin expansion. However, domestic theme park attendance experienced mild demand softening. 2. Core Drivers & Wall Street Focus Areas for Q3 Direct-to-Consumer (DTC) & Streaming Profitability: Subscriber & Ad Growth: Investors are looking for continued low single-digit subscriber growth on Disney+ / Hulu and ad-tier revenue expansion. Ad-Supporte

$McDonald's(MCD)$ $Yum(YUM)$  $Restaurant(QSR)$  🍔 $MCD Q2 2026 Earnings: Pricing Power Hits Its Limit? McDonald’s delivered a respectable earnings beat, but beneath the surface the growth engine is losing momentum. Global comparable sales slowed sharply to +1.3%, down from +3.8% in Q1, while U.S. guest traffic turned negative. Revenue rose just 4% YoY, driven almost entirely by higher prices rather than more customers. The franchised business model continues to protect margins and EPS, but investors are now asking whether pricing has reached its ceiling. 🟢 EPS: $3.32 🟢 Revenue: +4% YoY 🔴 Global Comparable Sales: +1.3% 🔴 U.S. Comparable Guest Cou

$Wayfair(W)$ $Williams-Sonoma(WSM)$  $RH(RH)$  📈 Wayfair $W +27.3% After Blowout Q2: Best Sequential Revenue Growth Since 2020 Wayfair $W is soaring +27.3% today after delivering an outstanding Q2, posting its strongest sequential revenue growth since 2020. The rally has completely erased the stock’s 2026 losses, pushing shares up 13% YTD and back near February highs. The company exceeded expectations on both earnings and revenue while demonstrating impressive operating leverage, surging Free Cash Flow and continued market share gains despite one of the toughest housing markets in years. 🟢 EPS: $0.95 | Est. $0.92 🟢 Revenue: $3.52B | Est. $3.47B $W Q

Just this past Monday, the S&P 500 index successfully broke through its 20-day moving average, while the Nasdaq index solidly reclaimed its 20-week moving average. According to the technical rules I outlined previously, when these two critical indicators are breached simultaneously, we should pivot our stance to the upside in alignment with the trend. Sure enough, within just one day, both major indices surged another few percentage points, and the S&P 500 even came close to returning to its previous high, right where the initial drop began. Looking at this price action, I believe many are already declaring "the return of the king" for US equities, assuming the market has completely finished its shakeout and re-entered a primary uptrend. However, I must issue a warning: the current

Recently, a leading global materials company renewed its partnership with YXT.com Group Holding Limited ( $云学堂(YXT)$ ), further deepening collaboration in enterprise knowledge operations, talent development and AI applications. Through this continued partnership, YXT is supporting the company’s evolution from traditional learning management toward intelligent knowledge systems and stronger organizational capabilities. For global manufacturing enterprises, competitive advantage is no longer defined solely by production capabilities and technological expertise. It increasingly depends on the ability to capture, organize and continuously leverage the knowledge, experience and best practices accumulated across the organization. As the company expanded

💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Nineteen U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of July 31, 2026. The top 10 span mega-cap e-commerce and cloud infrastructure, global and regional banking, industrial power management, off-price retail, consumer wearables, video game publishing, luxury cruise travel, and diversified wealth management—a cross-section pointing to AI infrastructure spending, record bank profitability, and resilient high-end consumer demand as the market's current momentum drivers. The top 10 tickers leading this cohort - $Amazon.com(AMZN)$,

$EchoStar(ECHO)$ rose on August 3 after reporting a vast accounting profit and better underlying operating income. Yet the quarter did not establish a conventional business recovery. Revenue and subscribers continued declining, three important subsidiaries entered bankruptcy proceedings, and much of EchoStar’s investment case now depends on converting spectrum assets into cash while determining what remains after debt, restructuring costs and regulatory obligations. EchoStar reported second-quarter revenue of $3.58 billion, down 4% from $3.72 billion one year earlier. Net income reached $8.46 billion, compared with a $306 million loss, and diluted earnings were $24.12 per share. Those figures look extraordinary but require an important adjustment:

Why I Continue to Hold Palantir (PLTR) With Conviction – Strong Earnings Can Help Stabilise Future Pullbacks latest earnings report once again reminded me why Palantir remains one of my highest conviction holdings. After reporting another outstanding quarter, the stock surged more than 14% in after-hours trading. Revenue reached approximately US$1.94 billion, growing by more than 90% year over year, while adjusted earnings per share exceeded expectations. Commercial revenue also accelerated sharply, showing that demand is no longer coming only from government contracts but increasingly from private enterprises embracing artificial intelligence. Despite the sharp rally, my conviction has not changed. In fact, it has become even stronger. 🚀 My Investment Thesis Has Always Been About Earnings

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.55%* During the July FOMC Meeting, the Fed held rates. While front-end Treasury yields eased as expectations for near-term tightening moderated, longer-dated yields rose sharply, steepening the curve. HSBC attributes the moves to greater uncertainty around the lack of forward guidance, renewed inflation concerns, and positioning adjustments following the FOMC meeting. Elevated geopolitical risks and energy market developments remain key drivers of rate expectations. Looking ahead, investors will focus on upcoming US employment data and comments from Fed officials for further signals on the interest rate trajectory. Nevertheless, it is worth noting that with a resilient labour market, the impact of the employment data is likely little, and the

$Clorox(CLX)$ $Colgate-Palmolive(CL)$  $Church & Dwight(CHD)$  📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory

Blink Fans Way to Scalp China A50 Futures – Small Wins Add Up 📈 Scalping futures is not about predicting every market move. It is about taking a small piece of the trend repeatedly while controlling risk. Looking at my trading history, I entered and exited the FTSE China A50 Index Futures (CN2609) several times within minutes. My goal was never to catch the entire trend. Instead, I focused on collecting consistent points whenever the opportunity appeared. From the screenshots, my trades included: * Sell at 14,587 * Buy back at 14,584 * Sell at 14,594 * Buy back at 14,591 Each trade captured around 3 points, and by repeating this process, I reduced my exposure while still participating in the market. ⸻ 🐶 Rule 1: Forget About Home Runs One of the biggest mistakes beginners make is waiting fo

berish for Arista it show backlog only grow 800 million and 2027 maybe indeed the growth slowdown

$Sheng Siong(OV8.SI)$  $3.60 Target Price. About Sheng Siong (OV8) Sheng Siong Group is one of Singapore's largest supermarket chains, operating over 88 outlets primarily in residential heartland locations, alongside stores in Kunming, China and its Sheng Siong Online grocery platform. As a consumer staples play, the group offers a defensive earnings profile anchored by consistent demand for daily essentials.  Fundamentals  Sheng Siong reported 1Q FY2026 revenue of S$452.8M, up 12.4% YoY, with net profit rising 12.6% to S$43.4M, driven mainly by the twelve new stores opened during FY2025 alongside stronger festive spending over Lunar New Year and Hari Raya Puasa. Comparable same-store revenue in Singapore

I voted for A) Mega-cap tech & cloud because I believe the AI investment cycle is still in its early stages. AI spending is increasingly translating into real revenue, and I think the leading cloud platforms will continue to benefit as enterprise AI adoption grows. The demand for AI infrastructure also supports the broader semiconductor and networking ecosystem. If I could buy only one stock from this list, I'd choose $Amazon.com(AMZN)$ . AWS growth has reaccelerated, its advertising business is strong, and Amazon is well positioned to benefit from the long-term AI trend. I believe the company still has multiple growth drivers that can support earnings over the next few years. I expect some short-term pullbacks after the recent rally, but I

Economic Preview: Key Data Releases (week of 03Aug2026) Key macroeconomic releases in the coming week will provide important signals on growth, inflation, labour-market conditions, and energy demand. Manufacturing and Inflation Indicators The S&P Global Manufacturing PMI for July is expected at 53.8, indicating continued expansion in global manufacturing activity. The ISM Manufacturing PMI and ISM Manufacturing Prices Index for July will also be released. The previous ISM Manufacturing Prices reading of 73.0 pointed to inflationary pressure, which could eventually be passed on to consumers. Labour-Market Data Several labour-market indicators will be closely watched by the Federal Reserve ahead of its upcoming interest-rate decision: JOLTS job openings for June will be announced, follow

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

I’m voting C) Industrials, with $Eaton Corp PLC(ETN)$ as my preferred name from the list. AI growth is not only about chips and cloud platforms , data centres also require enormous investment in power distribution, electrical equipment and infrastructure. Eaton’s strong backlog gives it better earnings visibility than many higher-beta AI names. The valuation may already reflect plenty of optimism, so I wouldn’t chase aggressively at an all-time high. However, if hyperscaler capex remains strong, I believe the “picks and shovels” side of AI still has room to run. My view is that the AI-capex rally continues, but with sharper pullbacks and greater separation between genuine earnings growth and hype.

$Micron Technology(MU)$   US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are