"Cadence is leading the agentic AI transformation in semiconductor design." $CDNS backed u
AI infrastructure demand continues to power $CLS. Celestica reported 63% revenue growth, t
Steel pricing continues to strengthen. $NUE beat Q2 expectations and forecast higher Q3 ea
$NVTS says AI is driving its transformation. Navitas expects nearly all revenue to come fr
"We have emerged as one of the clear leaders in AI infrastructure." -- $APLD CEO Wes Cummi
Oppenheimer says concerns about Palantir's $PLTR AI moat are overblown. Analyst Param Sing
$AMZN is reportedly scaling back much of its flagship Nova lineup to focus engineers and c
A magnitude 7.0 earthquake has struck near $TSM Kumamoto fabrication facility in Japan. ht
$NVDA CEO Jensen Huang heads to Capitol Hill to meet bipartisan lawmakers on U.S. AI leade
$MSFT launches an AI cybersecurity system that acts as both attacker and defender to find
$NVTS Q2 EARNINGS • Revenue $10.5M vs Est. $9.9M • EPS ($0.04) vs Est. ($0.04) • Gross Mar
$AMKR Q2 EARNINGS • Revenue $1.90B vs Est. $1.82B • EPS $0.70 vs Est. $0.48 • Gross Margin
The $QQQ will very likely finish red for this month. Making it just the second red July si
$ADBE Insider once again sniped the lows. Lol
$TSLA Lowest daily RSI since the March 2025 lows. Lowest weekly RSI since the April 2024 l
$META Down 8 days in a row. Worst in its history.
Shorted a bunch of $AAPL and bought puts over last few days. Seems very overbought (was it
The capex spend is mind boggling, but I held my nose and bought $META today around $590-60
I’m now very bullish on $CMCSA as well. In my view, Peacock/NBCU/theme parks are likely wo
Not the greatest quarter but no change in my $CHTR view, although I did sell some of my Oc
When $WYFI reverses, I will still be here. I will reap the rewards. Remember the accounts
$PYPL up after earnings Will Stripe offer a new and improved offer? If so, what price? May
$UPS Overall, this looks like a solid quarter. The restructuring is largely behind them, g
$OSCR earnings will SHOCK Wall Street...again. Here's what I think needs to happen for $40
$ZETA +8% WHAT A DAY! Just don't forget how undervalued this company is based on what they
同时趁 $AMKR 财报后暴跌的时候，囤积 leaps
$CLS (Celestica) Q2 财报：Double Beat + 全面大幅上调 Guidance ，股价盘后涨 +7.8% 不过照现在这种市场情绪，能坚持到明天没有大跌，我
37度🔥 2Short$MUFADEhit 41.8% · n=189 $MU 短期就别想了，MU900是非常强的阻力位了，在期权上是巨厚的看跌墙。目前持有了MU空仓，如果能到900上下，我继续疯狂加空，我早上已经挂了899了，2倍做空MU的ETF也挂
$SNDK 暴跌20%！昨天长鑫火爆，我一直想有什么套利机会，影响什么标的，但今天我后知后觉，猛醒。 长鑫第一个要干废的就是中低端存储市场啊，尤其是以SNDK为代表的非高端存储。
An educated guess: As $STRC goes back to par, proceeds from new capital raised on $STRC wi
SK hynix ($SKHY) reports tomorrow morning. Keep this open during the call. Four headlines
Bloom Energy ($BE) tomorrow is a good example of how the meaning of an earnings print can
Viatris $VTRS from April 2025, Jan. 2027 $10 calls, now up 825% and 50,000 contracts worth
$ASST back in the top 2,000 US publicly traded companies.
$SANM down 10 points after beat and raise Yep, they still are unwinding AI trades
$GLXY “The McGregor campus will be Galaxy’s second major data center investment in the sta
Looking back, nobody would call buying $COST 40 years ago a risky bet. I just own 6 Costco
$AMD has gone up 6X in a year A bit of blood is a very healthy thing I’ll remind you that
Oh thank the lord, just saved DC stocks and AI names. $QQQ
$NVDA is helping finance OpenAI's buildout, and OpenAI turns around and "buys" more Nvidia
If you've done a good job pivoting away from tech over the last six weeks, pat yourself on
$PLTR Recap There is always a LONG Somewhere for those who prepare!1st thing i mentioned o
You know risk is grotesquely mispriced when public markets let you own $MSTR while Michael
Whewwwwwwwww $DFNS to the 17s from my buy afterhours in the 13s...ednless opportunity guys
$APLD big beat on revenues & EBIDTA but most of that is tenant fit-out which is low ma
$PMN +22% 📈 pre-market ProMIS Neurosciences Reports Positive Blinded Six-Month Interim Saf
> 亚马逊砍掉多款自研AI，全力推进旗舰大模型 7月28日，据 BusinessInsider 报道，亚马逊AI战略迎来重大转向。多款Nova旗舰模型被降级至“维持运营”状态，部分
Amkor Technology $AMKR 2026 年第二季財報分析 #AMKR Amkor 過去 18 個月的業務品質出現改善，營收轉向多引擎驅動、客戶集中度下降、先進產品占
$NVDA near its lowest valuation in a decade. Yet, structural tailwinds remain intact: - Hy
There's a point when $SPCX (the incredible company) will become super interesting as an in
Speaking of ai infrastructure stocks, $CLS just crushed it... Revs of $4.7B vs $4.39B est
𝐓𝐗𝐌𝐂Long$CLINSUFFICIENThit 54.5% · n=11 Although geopol/econ events can move markets in big ways at times, I've found over the yea
Me parece que el mercado está sobrerreaccionando bastante con Google. Sí, aumentó el capex
$NQ_F $QQQ $NDX Are we seeing a similar "final flush" into FOMC or is this thing just read
KOSPI $SKHY -13.5% today. -42% since the PINK candle printed. The leverage in this name is
Was the Sk Hynix ADR ipo the top? KOSPI down -8% and triggered circuit breaker $SKHY https
🚨 $NVDA 엔비디아 1000조 딜 떡밥에 신용 리스크 폭발 😱 엔비디아가 오픈AI와 7500억 달러 규모의 AI 인프라 자금 지원을 논의한다는 썰이 돌면서 채
