The AI industry looks set to be more ingrained int🐶 Options Puppy Morning Macro Note (11 Aug 2026)The agreement between Nvidia and the six prominentMarkets face a volatile week as inflation data, eaAlchip, a top custom ASIC chip designer, said JulyFinancing $500B of AI infra is risky if demand sloWe are seeing gold rally this morning and right bePrice hikes for semiconductor packaging are outpacS$32 Billion in Pipeline, S$0.03 in Dividends: Auditing DBS’s Buy Call on SeatriumST Engineering Just Won S$2.9 Billion in ContractsWar on Iran, keep sending different signals to the🦎 ANALYST WATCH | 7 AUGUST 2026JYEU LENDLEASE REITMTI raises Singapore’s 2026 GDP forecast to 4.5–5.PH over, back to the markets. Still lots of earninNVIDIA’s proposed financing platforms could broadeIn my opinion, the Jefferies downgrade and assertiI see Nvidia’s move as a major evolution. It’s no $NVDA.US turning compute into a $500B+ financed asWhat I'm closely watching this week is Wednesday's📌NVDA is the core leader. SIts at the Center of USBeware of round tripping whereby company A team up$Meta Platforms(META.US) Meta failed to obtain an ☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Taps Wall Street for a $500B AI Bet$Keppel DC Reit(AJBU.SG)Adding to Keppel DC REIT aA TON OF THINGS HAPPENED IN THE STOCK MARKET TODAYuhhh... the Unitree IPO is more than 8000 times ovNEW: Apple is still planning to offer a glass-cent📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AAPL Apple still plans to launch a maj$BABA-W(09988.HK)My average cost for baba is at HKWoah, $RIOT announced a $9.1B deal with Anthropic,$NVDA Okay, so let’s talk about what Nvidia actual$Singtel 5xLongSG280307(XNEW.SG)Singtel giving bac$SIA(C6L.SG)Absolutely 😭 SIA dropping from SGD 7.6📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Anthropic Strikes $9 Billion Computing 🦎 IGGY MORNING BRIEF, 11 AUGUST 2026☕ Good morning$AppLovin(APP.US)AppLovin: Earnings Miss or ExpectFirst real sign of life in months $NFLX 👀$Vertiv(VRT.US)Vertiv is still moving sideways aftWe're still early: Source: Gene MunsterAmazon (AMZN) recently smashed past a historic $3 BofA: Nvidia's $500B Financing > NVDA Underwrites 📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $INTC Intel Said To Target At Least $95EXPLOSIONS IN UKRAINIAN CAPITAL KYIV, REUTERS WITN$NTAP met my 200 PT. This has been my Profit takin$HIMS with a strong report if you ask me. AnsweredOIL SURGES 5% AS HORMUZ DEAL HOPES FADE Oil jumped📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $FRMI Fermi Signs 15-Year TensorWave AIHow do different operating systems and microarchit$UPWK is DUMPING on a DOUBLE BEAT 🩸 Q2 Adj. EPS: $$ONDS | Roth MKM 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗢𝗻𝗱𝗮𝘀, PT $𝟭𝟯