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09:26
Jul 19
@FirstSquawk
Burnham scraps digital ID scheme
News
09:19
Jul 19
@lynaldencontact
@AsyncN8 @WalkerAmerica I keep track of multiple fork proposals I like that have been worked on for years, including ones that would add LN …
09:17
Jul 19
@lynaldencontact
@AdamLonghorn @Kestrel_23 @mattkratter @ScarcityMan If the goal is to make frequent consensus changes to Bitcoin to play whack-a-mole with s…
BTC
09:11
Jul 19
@mkfilko
Portfolio weekly update (190726) Closed out majority of my swing trades at slight loss in total (-8%) to protect my port from a margin call.…
025560 MRLN IQE SILC SHT CLOSE Portfolio
MED
09:07
Jul 19
@lynaldencontact
People have a right to run other implementations (pretty low risk) or build support for a broad-consensus fork (harder), or try to rush a mi…
BTC
LOW
09:05
Jul 19
@business
Kenneth Jeyaretnam, the leader of Singapore’s opposition Reform Party, has died. He was 67. https://t.co/3B6MYmpiOM
News
09:04
Jul 19
@babyfolio
@dannycheng2022 @smdcapital Yeah, I have lost a nice sum early 25' on $TSLL specifically
TSLL
LOW
09:02
Jul 19
@JulienTechInvst
@legall_francois Commentaires coupés parce que j’ai pas envie d’avoir des mecs comme toi qui commentent
09:01
Jul 19
@babyfolio
@smdcapital What happened to TSLL by then? 😂
TSLL
LOW
09:00
Jul 19
@financialjuice
NEW ZEALAND ANNUAL TRADE BAL. ACTUAL -3.37B (FORECAST -, PREVIOUS -3.07B) $MACRO
News
08:59
Jul 19
@runnerxbt
shill me good part of Vienna with least amount of immigrants
08:56
Jul 19
@frenchie_
@Cbb0fe @profpicsou Je suis outré
08:56
Jul 19
@frenchie_
@skippy_bhn @XFenaux @fuckthedip https://t.co/oWc90crxZW
08:56
Jul 19
@DeItaone
MEN MORE LIKELY TO NEGOTIATE PAY RISES Men are more likely than women to use outside job offers to secure higher pay, a new study found, wit…
News
08:47
Jul 19
@FirstSquawk
Papizadeh said that once Washington had secured oil shipments to the US and its allies, it would "plan a ground assault from the south, west…
News
08:47
Jul 19
@FirstSquawk
The scenario the United States has on its agenda is to first take control of the Strait of Hormuz from the Islamic Republic," Abbas Papizade…
News
08:46
Jul 19
@FirstSquawk
Iranian lawmaker said the United States could seek to launch a ground assault on Iran from the south, west and east after first taking contr…
News
08:46
Jul 19
@FirstSquawk
2 Russian tankers struck on Black Sea, Ukraine's General Staff says. The reported overnight attacks come as Ukraine ramps up its long-range …
News
08:45
Jul 19
@FirstSquawk
Instagram and Facebook Down: Top social media apps face outage affecting million user
News
08:45
Jul 19
@FirstSquawk
Air raid sirens sounded in Bahrain after the country came under attack from the Islamic Republic. Official sources reported the latest alert…
News
08:45
Jul 19
@FirstSquawk
Bahrain's Ministry of Interior announces the activation of alarm sirens
News
08:30
Jul 19
Daily Briefing
Macro Daily Briefing — 2026-07-19
08:30
Jul 19
815 Money Talk (815머니톡)
RealMarket: TSMC/ASML Earnings Warning – Fate of Samsung Electronics and SK Hynix? Foreign Investor Bets, Futures and Options Positions Reve…
GH 1ST NTRA 1ST 005930.KS 000660.KS Tiger Shipbuilding Top 10 ETF ▾
Choi Chang-gyu
Buy Guardant Health and Natera on biotech rotation.
Retail investors are rotating out of crowded tech positions into biotech and healthcare. Guardant Health (liquid biopsy, early cancer detection) and Natera (genetic testing, recurrence monitoring) are leading liquid-biopsy companies that rank high among retail purchases. This rotation into defensive biotech leaders gives them added demand and supports a positive outlook.
GH LONG NTRA LONG
Choi Chang-gyu
Buy Samsung Electronics and SK Hynix memory stocks.
TSMC's strong AI-accelerator demand outlook and ASML's raised 2026 guidance show that AI-driven memory and equipment demand is real, not oversupply. This eases fears of a memory peak and confirms that Korean memory makers' capex is justified. Additionally, equipment supply tightness through 2027-28 gives early-moving Korean memory companies a competitive edge. The recent selloff in memory stocks is overdone, and a technical rebound is likely.
005930.KS LONG 000660.KS LONG
Choi Chang-gyu
Rotate into shipbuilding ETF away from memory.
Memory semiconductor stocks are likely to stay extremely volatile. Investors should reduce exposure to them and rotate into unrelated defensive sectors. Shipbuilding stands out: HD Hyundai Heavy and peers have strong order backlogs, solid earnings, and have already corrected 30%+ from highs, yet rebounded even on Friday’s broad selloff. A shipbuilding ETF (Tiger Shipbuilding Top 10) gives concentrated exposure to this alternative theme.
Tiger Shipbuilding Top 10 ETF LONG
Choi Chang-gyu
Favor short-term Korean bonds over duration.
The Bank of Korea’s rate-hike cycle is continuing, with further hikes expected in 2026-2027. In a rising-rate environment, assets with low duration exposure—short-term bonds, cash equivalents, and ultra-short maturity bonds—are more favorable than longer-duration fixed income.
Korea Short-term Bonds LONG
HIGH
08:28
Jul 19
@Schuldensuehner
Good Morning from #Germany, where petrol prices are back >€2 per litre even though Brent crude trades at just €77/bbl. One key reason: Eu…
08:23
Jul 19
@FirstSquawk
Austria will open a police station in the building where Adolf Hitler was born, aiming to end decades of public debate on how to prevent it …
News
08:23
Jul 19
@FirstSquawk
Taiwan's Lai urges DPP to resist China's 'red terror'
News
08:22
Jul 19
@FirstSquawk
Alarm sirens sound in Bahrain
News
08:21
Jul 19
@FirstSquawk
Oil loading at the Caspian Pipeline Consortium’s terminal on Russia’s Black Sea coast has halted after a drone strike
USO News
08:21
Jul 19
@FirstSquawk
US and Iran engaged in another wave of tit-for-tat attacks, signaling no let-up after strikes by the Islamic Republic killed two American se…
News
08:21
Jul 19
@lynaldencontact
@druidian @carlabitcoin That’s been my approach as well; not a big fan of steak or fish delivery. My husband, however, has pushed me on both…
08:20
Jul 19
@business
The US and Iran engaged in another wave of tit-for-tat attacks, signaling no let-up after strikes by the Islamic Republic killed two America…
News
08:16
Jul 19
@Aktiehedonist
@SunshineCap1 I dont think i am. But we will see.
08:15
Jul 19
@ProMint_X
I actually posted about ADI Predictstreet back on June 29th. And then a second time on July 13th. I knew something was off with @Predictstre…
08:15
Jul 19
@business
Oil loading at the Caspian Pipeline Consortium’s terminal on Russia’s Black Sea coast has halted after a drone strike https://t.co/OKCQf8XUx…
USO News
08:15
Jul 19
@Aktiehedonist
@AIEquities Nvidia, Broadcom, Vertiv, Nebius and Marvell are the ones i am eyeing the most right now
08:14
Jul 19
@markminervini
https://t.co/Euh2YDc8zC
08:14
Jul 19
@Aktiehedonist
@_saac003 I was starting around 2000 so didnt know better at the time more than it was a rough market so to say. But it adds some skin
08:14
Jul 19
@jukan05
MERITZ SECURITIES: ACCORDING TO CHANNEL CHECKS, MIDDLE EASTERN SOVEREIGN AI INVESTORS, INCLUDING THOSE IN SAUDI ARABIA, HAVE RECENTLY BEGUN …
News
08:13
Jul 19
@Aktiehedonist
@AtlasShrug1 Haha. I have seen your posts 😂
08:10
Jul 19
@business
Austria will open a police station in the building where Adolf Hitler was born, aiming to end decades of public debate on how to prevent it …
News
08:09
Jul 19
@jukan05
SK Group Chairman Chey Tae-won told reporters at the Korea Chamber of Commerce and Industry’s Jeju Forum on the 15th, “Demand for AI semicon…
Research
08:09
Jul 19
@jukan05
Chey stressed that rising prices are not a sign of a healthy market. “Prices need to come down. Current price levels are abnormal,” he said.…
Research
08:09
Jul 19
@jukan05
https://t.co/ohdnQUipXj
08:05
Jul 19
@business
In this weekend’s Forecast newsletter: AI could break the tax system. Plus, China’s favorability outpaces the US, the next big computing dev…
News
08:00
Jul 19
@business
"If JD Vance were president we would not be in a war with Iran." Tucker Carlson talks to @MishalHusain about the midterms, his admiration fo…
News
08:00
Jul 19
@business
At least one person was killed in what Ukrainian President Volodymyr Zelenskyy called one of the largest ballistic missile attacks carried o…
News
08:00
Jul 19
Chesley Investment Advisory (체슬리투자자문)
Rebound Potential Confirmed, Building a Global Investment Strategy Amid Volatility | Chesley Investment Advisory VP Choi Il-ho
SOXX ▾
Choi Il-ho
Buy Philly Semi dip, rebound pattern.
The Philadelphia Semiconductor Index has fallen over 15% from its high due to sector rotation, leveraged fund deleveraging, and macro pressures. However, this year's pattern shows 15% drops consistently lead to rebounds. Trump is expected to act to prevent further declines in rates, oil, and stocks, providing a catalyst. Earnings from ASML and TSMC this week are likely to restore momentum. Entering the dip now carries limited risk.
SOXX LONG
HIGH
07:58
Jul 19
@babyfolio
@Thorin93 This could take a while as we're still scaling!
07:47
Jul 19
@babyfolio
Earnings season starts this week. The key thing we’re watching: CapEx guidance. We need confirmation from $META, $GOOG, $AMZN, and $MSFT tha…
META MSFT GOOG AMZN
LOW
07:41
Jul 19
@chamath
@signulll Same