Posts
Mega-Cap AI Is Crowded. Are These Small-Cap Tech Names the Next Watchlist?
The mega-cap AI trade has already pulled in the crowd. Nvidia, Palantir, Microsoft, Broadcom, and the other big tech names are no longer hidden stories. That’s why the more interesting question may be further down the market-cap ladder. The 10xAlerts watchlist highlights five smaller OTC/cross-listed tech names tied to themes …
GM Q2 Earnings Beat Estimates and Raised Guidance Twice but Net Income Fell 31% on EV Charges
Full port sandwich
Mike is about to have his way with my port😮💨
Micron (MU): the full file — the numbers, the owners, and what the filings actually show
Finally green on $MU after holding through the worst of it
Been in $MU since before the memory cycle thesis was obvious to everyone. Watched it bleed, added more, watched it bleed again. Classic bag-holder arc. Pulled up the chart on moomoo this morning and the position finally flipped green. Not a massive win, but after the drawdown it felt like …
SPY puts finally working, decent day tbh
Been holding SPY puts for a while now, not gonna lie it's been rough watching the index grind up. Today felt like a small win, meh overall but puts actually came through for once. Not trying to predict a crash or anything dramatic, just been hedging and today the trade …
MU earnings week and the market's still pricing in a soft landing. Feels off.
Been watching the memory space into this earnings cycle and the setup on $MU keeps pulling me back. SanDisk dynamics, the 2x levered plays running hot, macro still shaky. Everyone acting like there's no correction risk priced in. The thing is, directional conviction alone doesn't do much here. Earnings setups …
TSLA 480k deliveries and I'm still sweating my options position going into earnings
https://preview.redd.it/wnysrgai1jeh1.png?width=1290&format=png&auto=webp&s=e72e5d002d27f1b075d919d291d7dc0f7c35cb74 Record Q2 deliveries and somehow my hands are still shaking. Classic. 480K units, bears got steamrolled, and now the real debate is whether this thing rips or everyone sells the news the second earnings drop. Seen this movie before. Usually the part where I hold calls through the print …
BIG Earnings Week 7/20-7/24
[**Earnings Calendar Source >>**](https://www.moomoo.com/quote/calendar?global_content=%7B%22promote_content%22:%2211067213%22,%22promote_id%22:20795,%22promote_type%22:43,%22sub_promote_id%22:1%7D) There are tons of earnings reports out, but only a handful are worth watching 👓