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The Evening Desk is up: PPI tomorrow 8:30 AM ET, CPI Friday, and futures now price a 60/40 coin flip on a September hike. $SPY $QQQ
Everything traders need before the bell: thebullticker.com/article/tz…
$META jumps 6% on its new 'Muse' AI assistant while $AAPL dips after CEO John Ternus's first launch — the foldable iPhone Duo.
Big Tech is splitting into winners and losers: thebullticker.com/article/ne…
Brent settles above $100 for the first time in over a month after U.S. strikes on 5 Iranian tankers. Diesel stockpiles lowest since 2003, pump price nearing $6.
What it means for $XLE $USO and inflation: thebullticker.com/article/ne…
Closing bell: $DJI slides 405 pts, $SPX falls a 3rd straight day as the 10-yr yield hits 4.84% — highest since Oct 2023. PPI tomorrow, CPI Friday.
Full wrap: thebullticker.com/article/ne…
$HOOD keeps ripping — fresh surge into the weekend.
Retail trading volumes, crypto revenue and the prediction-markets push are doing the heavy lifting.
Full numbers + what's next:
thebullticker.com/article/ne…
$COIN $IBKR
A +162K payrolls shock changes the junior mining tape:
→ Gold slipped on spike in rate-hike odds — but $91 oil keeps the inflation bid alive
→ Higher-for-longer rates = the financing window for juniors stays selective
→ Quality stories with cash and catalysts get funded; the rest get diluted
What it means for the juniors we track:
thebullticker.com/article/jm…
$GLD $GDXJ $USO
$SNOW ripped +24% Thursday while $AVGO fell -3% and $PANW sank -9% — all on strong quarters.
The difference isn't the numbers. It's the WHISPER number.
→ SNOW guided FQ3 product revenue +37-38%
→ AVGO beat and raised… but the street wanted more
Earnings-season whisper rules, explained:
thebullticker.com/article/ne…
$DELL $ZS
August payrolls just shattered expectations:
→ +162,000 vs ~53,000 consensus — strongest since March
→ Unemployment 4.1%
→ Rate-HIKE odds jumped to ~82% (CME FedWatch) after the print
→ Sept 16 FOMC now live — next week's CPI is the decider
Full breakdown + what it means for $SPY:
thebullticker.com/article/ne…
$QQQ $TLT
Junior mining deep-dive: Copper Giant Resources $CGNT.V
→ Hole MD-047: 1,004 metres of continuous mineralization FROM SURFACE at 0.57% CuEq
→ Three high-grade cores, all open
→ Recoveries up to 92% Cu / 97% Mo — above the resource model
→ C$31M Denarius financing + 10-yr Trafigura offtake
→ 23,000m drill program, PEA targeted 2026
Full Mocoa technical review:
thebullticker.com/article/jm…
$DELL ripped 16% Wednesday — and the reason is one number:
$60.9 BILLION of new AI server orders. In a single quarter.
→ Total backlog now $95B
→ FY revenue guide raised to $192B (from $167B)
→ EPS $7.04 vs $4.91 consensus
→ Morgan Stanley PT $499, Citi $600
The AI demand debate is over. The supply debate just started:
thebullticker.com/article/ne…
$NVDA $HPE
$AVGO just printed a monster Q3:
→ Revenue $29.6B (+86% YoY)
→ AI semi revenue $16.7B — up 221%, guided to $21.7B next quarter (+236%)
→ Free cash flow $13.7B (46% of revenue)
→ FY27 AI revenue target: ~$115B
And the stock dipped anyway. The expectations phase of the AI trade, explained:
thebullticker.com/article/ne…
$NVDA $AMD
Sep 3 session prep — payrolls eve:
📊 $AVGO posted a RECORD quarter last night: AI revenue $16.7B (+221%) — stock still dipped on the whisper number
🔥 $DELL +16% Wednesday: $95B AI backlog
⚠️ 10-yr touched 4.82% — highest since Nov 2023. Hike odds 64%
📅 Tomorrow 8:30 AM ET: August payrolls, consensus +45K
Full plan + levels:
thebullticker.com/article/tz…
$SPY $QQQ
Bull Ticker retweeted
Cameco $CCJ fell 6% yesterday. Here's what most people miss about this company:
It has 230 MILLION pounds of uranium already sold — on contracts that never pay below ~$77/lb, even if uranium crashes.
A junior at $50 uranium dies. Cameco at $50 uranium still gets paid.
And its 49% of Westinghouse — bought in 2022 when everyone shrugged — just filed for an IPO. One analyst pegs that stake alone near $11B. The US government is backing $80B+ of its reactors.
The catch: 67x forward earnings, and it just missed a quarter by half.
Seatbelt-and-airbag way to own the nuclear decade — priced like the decade already happened. Full breakdown on the channel 🧵👇
Other Videos we covered:
Copper Giant $CGNT.V $LBCMF
First Majestic Silver $AG
Newmont $NEM
Tonight after the close: $DELL and $PANW headline the week's biggest earnings cluster.
The problem? The bar. $RBRK fell 13% Friday on a beat-and-raise. $MRVL dropped 7% on its print.
PANW sits at ~$358 vs a ~$360 Street target — priced for near-perfection.
What the Street needs to see tonight:
thebullticker.com/article/ne…
$NVDA $MDB
First Gulf skirmishes in weeks hit Monday's tape:
→ U.S. struck two Iranian rocket launchers; Tehran hit U.S. bases in Jordan
→ Brent cleared $88, WTI +3% to ~$86
→ $HAL $CVX $XOM all +2% on a red day
→ S&P still fell just 0.33% — VIX at its 2026 low
Why energy is the rotation trade with a geopolitical accelerant:
thebullticker.com/article/ne…
$XLE $CL_F
Sep 1 session prep — first trading day of September:
🛢️ Gulf strikes resumed: Brent above $88, WTI ~$86 (+3%)
📊 10:00 AM ET: JOLTS + ISM Manufacturing — soft data = the bull case
💰 Tonight AMC: $DELL $PANW $CRDO $GTLB $MDB
⚠️ The bar is brutal: $RBRK fell 13% on a beat-and-raise
Full plan + levels:
thebullticker.com/article/tz…
$SPY $QQQ
Bull Ticker retweeted
The biggest mining company on Earth just quietly changed what it is.
For the first time EVER, $BHP made more money from copper than iron ore — 54% of earnings.
Cash flow +83%. Dividend highest in 4 years. Zero dilution.
But there's a court date in April 2027 nobody's pricing in.
Full fact-checked DD on the channel 🧵👇
While everyone watched Nvidia, energy became August's quiet rotation winner:
→ WTI $84.53 (+1.35%)
→ Brent $90.15
→ Hormuz flows at just 2/3 of pre-war levels (Goldman)
→ 10-yr at 4.72% = cash-flows-now beats duration
Why energy is September's cleanest rate-regime trade:
thebullticker.com/article/ne…
$XLE $CL=F