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Joined September 2020
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🚨 EARNINGS SPOTLIGHT: $NVDA + $CRWD Two of the biggest tech reports of the week arrive after the bell today. 🟒 NVIDIA $NVDA β€’ Options imply roughly a Β±5–6% move β€’ That represents nearly a $280B potential market-cap swing β€’ Wall Street expects roughly $92B revenue β€’ Investors are watching AI demand, margins, Blackwell/Rubin momentum + forward guidance πŸ”΅ CROWDSTRIKE $CRWD β€’ Options imply roughly a Β±8–9% move β€’ Wall Street expects roughly $1.44B revenue β€’ Key focus: net-new ARR, Falcon growth, AI-security demand + guidance β€’ Expectations remain elevated after CRWD's strong 2026 run $NVDA $CRWD πŸ‘€
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TRUMP BOUGHT $50,000 IN $TSLA STOCK πŸ‘€ The president is bullish !
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"Gen Z is moving money from stocks to sports betting," per Bloomberg.
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πŸ’΅TUESDAY EARNINGS AFTER THE BELL Volatility is officially on deck. Several major names report AFTER CLOSE TODAY, with options pricing in some serious movement: πŸ’» $INTU: Β±8.2% πŸ“Ή $ZM: Β±8.4% πŸ“¦ $BOX: Β±11.3% πŸ”₯ $SMTC: Β±21.5% ✈️ $HEI: Β±8.7% SMTC is the volatility standout, while INTU, ZM & BOX headline a loaded software slate. Remember: an implied move is not a directional prediction β€” it reflects the magnitude options are pricing after earnings. ⏰ Reports begin after 4PM ET.
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🏠 HOME DEPOT EARNINGS ON DECK β€” $HD Home Depot reports TOMORROW MORNING before the bell, kicking off a major week for retail earnings. πŸ“Š Wall Street Expectations β€’ Revenue: ~$47.3B β€’ EPS: ~$4.73 β€’ Revenue Growth: ~+4% YoY β€’ Implied Move: ~Β±4% With $HD around $337, options are pricing roughly a $13 move in either direction following earnings. πŸ‘€ KEY FOCUS 🏠 Consumer & housing demand πŸ”¨ Pro vs. DIY spending πŸ“ˆ Comparable sales πŸ’° Margins & forward guidance Stifel recently raised its $HD price target to $340 from $320, highlighting strength in its Pro platform. ⏰ Earnings: Tuesday, Aug. 18 β€” Before Open Tomorrow morning, we find out if $HD can outperform the move already priced in. πŸ‘€πŸ”₯
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13 stocks I'm focused on for earnings: MONDAY $PLTR $123.06 β€” Reports Monday after close. Options price a 15% move on free cash flow guidance. TUESDAY 2. $AMD $476.15 β€” Tuesday print. Core Scientific 2.5 gigawatt deal makes AMD a credible $NVDA alternative. 3. $SPCX $108.37 β€” First earnings Tuesday, then roughly a billion shares unlock Thursday. Supply is the story. Buying this play under $100 closer to $80. WEDNESDAY 4. $SNDK $1,214.83 β€” NAND pricing is the tell. Forward PE near 7 after a 50% July drawdown. 5. $WDC $544.84 β€” HDD is the storage bottleneck for AI data. Options imply a 16% move. 6. $SHOP $117.15 β€” Wednesday morning print. Market wants proof AI agents drive GMV instead of eating it. 7. $APP $395.90 β€” Pixel adds slowed in June and ROAS checks softened. Priced for perfection into Wednesday. Bearish on this one. 8. $LLY $1,147.61 β€” AI driven drug discovery plus the oral obesity pill ramp Goldman just flagged. 9. $DIS $96.19 β€” Fiscal Q3 Wednesday. New CEO D'Amaro's first real test with streaming margins in focus. Could be suprise explosion up! $NFLX tanked remember. THURSDAY 10. $DDOG $267.97 β€” Observability is the AI tax. Every agent deployment adds logs, traces, and spend. 11. $TTD $18.04 β€” Down 80% from highs at nine times forward. Any stabilization gets violently rerated. 12. $QBTS $18.08 β€” AT&T just expanded its annealing deal. Quantum is the next narrative after AI compute. FRIDAY 13. $OKLO $38.83 β€” Down 80% from highs. DOE cleared Groves and Meta prepaid a gigawatt campus.
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🚨 WEEK AHEAD: BIG TECH & MARKET MOVERS 🚨 Another huge earnings week is here. These are the reports I'll be watching the closest, along with the current options-implied move: πŸ›‘οΈ PLTR β€” Β±12% (Mon) βš™οΈ AMD β€” Β±9% (Tue) πŸ›’ SHOP β€” Β±9% (Wed) πŸš— UBER β€” Β±7% (Wed) 🎬 DIS β€” Β±6% (Wed) πŸ’Š LLY β€” Β±5% (Wed) 🎰 DKNG β€” Β±11% (Thu) 🏑 ABNB β€” Β±7% (Thu) πŸ“ˆ TTD β€” Β±12% (Thu) Expect volatility, strong reactions to guidance, and plenty of opportunity throughout the week.
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James retweeted
THE VOTE WAS 9-3 9 VOTED TO KEEP RATES THE SAME 3 VOTED FOR A 25 BPS HIKE THIS IS THE FIRST TIME IN OVER 10 YEARS THIS MANY PEOPLE WENT AGAINST IT RATE HIKES ARE COMING
BREAKING : THE FED HAS DECIDED TO KEEP THE INTEREST RATES UNCHANGED
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🚨 MEGA-CAP EARNINGS RECAP + FOMC TOP FEATURED NAMES AND LIVE MOVE πŸ’» $MSFT $390.54 -> $421.76 (7.99% move) ⬆️ βš™οΈ $META $585.61 -> $542.90 (7.29% move) ⬇️ ⭐ $ARM $224.89 -> $211.04 (6.16% move) ⬇️ πŸ”Ž $QCOM $155.68 -> $149.50 (3.97% move) ⬇️ πŸ“‘ $HOOD $89.84 -> $88.80 (1.16% move) ⬇️ 🌯 $CMG $34.24 -> $36.25 (5.87% move) ⬆️ β˜• $SBUX $104.14 -> $108.66 (4.34% move) ⬆️ πŸš— $CVNA $66.32 -> $61.00 (8.02% move) ⬇️ ━━━━━━━━━━━━━━━━━━ πŸ›οΈ FOMC βœ… The Federal Reserve held interest rates, no cuts. ━━━━━━━━━━━━━━━━━━
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JUST IN: πŸ‡ΊπŸ‡Έ Bank of America expects the Fed to leave interest rates unchanged at FOMC meeting tomorrow.
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BREAKING: Citadel Securities said it expects the Federal Reserve to raise interest rates this week
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🚨 The market's biggest catalyst of the summer is here. Tomorrow brings one of the most important trading days of the quarter. πŸ›οΈ FOMC Interest Rate Decision β€” 2:00 PM ET πŸŽ™οΈ Federal Reserve Press Conference β€” 2:30 PM ET Then after the closing bell: πŸ“± Microsoft (MSFT) (reports after close) πŸ“˜ Meta (META) (reports after close) πŸ“‘ Qualcomm (QCOM) (reports after close) These events have the potential to move the entire market.
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James retweeted
THE BIGGEST EARNINGS WEEK OF THE QUARTER IS HERE HIGHLIGHTED THE ONES I AM WATCHING ALSO WE HAVE FOMC ON WEDNESDAY
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$SNDK is down more than 50% over the past month 😳
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James retweeted
🚨BREAKING: TRUMP TELLS INVESTORS TO START BUYING STOCKS AND CRYPTO HE SAYS AMERICA IS ABOUT TO "TAKE OFF LIKE A ROCKET" "YOU'D BETTER START BUYING NOW"
Readers added context they thought people might want to know
These comments are from May 2025 and do not mention cryptocurrency. fortune.com/2025/05/08/you… youtube.com/watch?v=lygt-h…
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HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +471% 2. $AEHR +301% 3. $DELL +215% 4. $PENG +209% 5. $MU +197% 6. $TWST +196% 7. $AAOI +194% 8. $AXTI +180% 9. $WDC +177% 10. $VPG +170% 11. $INTC +158% 12. $AMBQ +154% 13. $DOCN +147% 14. $BE +147% 15. $ARM +144%
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You only need 11 Flips to be a Millionaire
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James retweeted
THANK YOUR BROKER FOR NOT GIVING YOU THE FULL SPAECX SHARE ALLOCATION U REQUESTED FOR THE IPO $SPCX
JUST IN: SpaceX stock is down 40% in the past month
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BREAKING: Trump Media is reportedly seeking as much as $100,000 per month to provide banks and trading firms with the fastest access to President Trump's Truth Social posts, per Bloomberg.
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