$NBIS numbers just dropped:
Revenue hit $582M, up 454% from last year
EPS came in at -$0.12, which is 68% better YoY
ARR hit $3.0B by end of June, up 58% from last quarter
@DrStoxx i've seen this setup play out both ways honestly. the higher low is clean but 1050 feels aggressive unless semis keep ripping. how are you sizing the DRAM calls given how much premium is already baked in?
$MU: here is the larger pattern on the underlying. 1050 target. Classic downtrend pattern break: higher low + break of most recent pivot high. We're long $MUU in the Live Trading Room. We've also go $DRAM.X calls in the Live Options Room.
@badcharts1@NorthstarCharts Silver's been the quiet sleeper for a while now. Charts like this always look clearer in hindsight though, the real question is whether the momentum holds past the next resistance.
@TrendSpider Been watching MU for weeks, finally glad I didn't sell during that dip last month. Still not sure if this rally has legs or if it's just another pump before earnings.
@seth_fin Whale moves like this always make me nervous honestly. Past performance doesn't guarantee the next dip though, market's been unpredictable lately. Curious if anyone's tracking his entry price or just the size.
@ripster47 recaps are where it's at honestly. most people just chase the gap without a plan and get wrecked. wish more folks showed the losing trades too, that's where the real learning happens.
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A trader dropped $341K on $GOOGL 0DTE 375P right before the news hit that the Google DeepMind CEO is stepping down. In just 10 minutes, that turned into $907K. Wild timing.
Pre Market Thoughts - 31 Jul 26
US yields barely moved. Meanwhile, BOJ stepped in on FX, dumping ~50B to push USDJPY lower.
US saw wild action as SALP's public stock portfolio got liquidated with Citadel. Neocloud names repriced 15-30%, led by $NBIS, with $BE following. Lo