Posts
Intel just posted $16B revenue, up 25% YoY, and the bears are still calling it a value trap?
Been watching $INTC grind through this turnaround for a while now, ngl the Q2 numbers were better than I expected. Revenue hit $16.13B, up 25% year over year, beat consensus by almost $2B. DCAI segment alone was $6.3B, up 59% YoY. Gross margin expanded to 40.4%. Foundry losses narrowing too, …
RingCentral (RNG) with 11% short interest, just released beat and raise earnings
RingCentral (Ticker: RNG) just published earnings yesterday after market close and they just beat + raised guidance for the second time this year, while stock has 11% short interest. Revenue growth is accelerating again, margins are improving, debt was reduced, SBC was reduced, dividend was increased, cash flow increased. They …
MU keeps grinding up every time AI talks heat up, is this cycle finally different?
Been watching $MU react to AI headlines for a while now and honestly the memory trade feels more legit this time around. Every Silicon Valley AI conversation lately seems to pull memory stocks along with it, and MU has been no exception. The bear case always was that AI demand …
$GOOG fell back to my original entry. Is this a gift or a trap?
Bought Alphabet a while back, trimmed the position after it ran up, and honestly felt pretty good about it. Then it just... Came back down to exactly where the first entry was. Kinda wild when that happens. Part of you thinks it's a clean re-entry, same price, same thesis, maybe …
Why did Leslie's (LESL) crash ~47%? The pool retailer is weighing Chapter 11
$SNDK roared back with the memory rally. Is this AI-driven or just a head fake?
Memory stocks have been on a tear lately, and $SNDK is no exception. Been watching this name closely, and the move off the AI-driven catalyst out of Silicon Valley has been pretty sharp. The bull case is obvious, AI infrastructure buildout means memory demand stays elevated. But ngl, every time …
Finally took profits on $NIO. Was holding way too long for this exit
https://preview.redd.it/kiy1vae0a5fh1.png?width=557&format=png&auto=webp&s=fff9b1504b1b32b17ae63c081f7df349d67f1cec Been watching NIO bleed and recover and bleed again for what feels like forever. Trimmed the position recently, figured the risk/reward just wasn't there anymore with the sector still facing headwinds. Chinese EV space has been a macro minefield. Policy tailwinds one week, geopolitical noise the next. Hard to …
Bought SOXS and now just waiting for semis to bleed. Am I cooked?
Riding a 3x inverse semiconductor ETF like it's a viable life choice. Semis had a rough stretch, thought the timing was finally right, so here we are holding SOXS and praying the sector keeps sliding. Checked the options chain and some unusual flow on MooMoo earlier, bears seem to have …
Liberty Energy (LBRT) beat Q2 — so why did it crash ~22%?
Do you think this gap is getting filled tomorrow?
I’m thinking of buying a couple 210 calls 7/27 at open. Good or bad idea? New to trading and charts, if there is anything I should know or learn about gaps or charts in general please let me know!