Klutch

You know my name

Vest Markets Refereal Code: BALCR

[Klutch @KlutchRT]

@spluscollective channel inventory piling up fast and people were still buying the top, bye $MU

[Klutch @KlutchRT]

@Saint_pablo123 insane capex spending right before demand slows down... clean short on $MU

[Klutch @KlutchRT]

@Brownmoose NAND oversupply is back and $MU margins are about to get crushed

[Klutch @KlutchRT]

@JesseOlson $MU was completely overextended on the AI trade, easiest fade of the month

[Klutch @KlutchRT]

@rip_trader pc and smartphone demand is still dead, AI narrative couldn't carry $MU forever

[Klutch @KlutchRT]

arm royalty revenue expansion is the key takeaway here. higher royalty rates on v9 architecture are compounding as mobile and custom silicon expand

[Vest @VestExchange]

$MSFT, $META, $ARM & $LRCX EARNINGS REPORT: AI CAPACITY & CAPEX

Revenue / EPS: Actual | Consensus

→ $MSFT: $90.01B / $4.74 | $87.63B / $4.24. Azure +43%; annual revenue topped $100B.
→ $META: $60.8B / $6.18 | $60.29B / $7.22. Margin was 31% vs 43%; results included a $2.4B legal charge.
→ $ARM: $1.29B / $0.45 | $1.27B / $0.40. Royalties +22%; Q2 revenue guide is $1.33B-$1.43B.
→ $LRCX: $6.72B / $1.82 | $6.67B / $1.68. September revenue guide is $8.10B ± $400M.

[Klutch @KlutchRT]

@VestExchange everyone is sleeping on the equipment maker they are keeping so much of what they make

[Vest @VestExchange]

$BE REPORTS Q2 AFTER TODAY'S CLOSE

→ Street is looking for $826.13M in revenue and $0.41 in adjusted EPS.
→ Q1 revenue was $751.1M, up 130.4% YoY, with adjusted EPS of $0.44 and non-GAAP operating margin of 17.3%.
→ Full-year 2026 guidance calls for $3.4B-$3.8B in revenue, ~34% non-GAAP gross margin and $1.85-$2.25 in non-GAAP EPS.

$BE is down around 10% today ahead of Q2 results. Focus areas include the quarterly revenue ramp, the 1.2 GW Oracle deployment, the expanded $25B Brookfield framework and service profitability.

[Vest @VestExchange]

$KLAC REPORTS Q4 FY26 AFTER TODAY'S CLOSE

→ Consensus is $3.60B in revenue and $1.00 in split-adjusted EPS.
→ $KLAC guided for $3.575B ± $200M in Q4 revenue and $9.87 ± $1.00 in non-GAAP EPS before the 10-for-1 split.
→ Q3 revenue was $3.415B, with $9.40 in non-GAAP EPS. Management put 2026 WFE above $140B.

Focus areas include Q1 FY27 guidance, China revenue and regulatory commentary, AI-driven process-control demand, non-GAAP gross margin and cash generation.

[Vest @VestExchange]

$GLW REPORTS Q2 BEFORE TOMORROW'S OPEN

→ Street is looking for $4.62B in revenue and $0.75 in adjusted EPS. Corning guided for ~$4.6B in core sales and $0.73-$0.77 in core EPS.
→ Q1 core sales reached $4.35B, up 18% YoY, with core EPS of $0.70 and Optical Communications sales up 36%.

Focus areas include Optical Communications, core margin, solar-related costs and the Q2 outlook.

[Vest @VestExchange]

$NVDA is up about 3% on the session, tracking a semiconductor rebound as the Philadelphia Semi Index extends a 5%+ gain for a second straight day, with $GOOGL and $TSLA earnings due after the close.

NVIDIA began GB300 mass production at Wistron's $700M Texas plant and updated Vera Rubin progress, part of its US manufacturing buildout.

The White House says China's Moonshot used $NVDA GB300 chips and distilled Anthropic's Fable for its Kimi K3 model, while Jensen Huang defends Chinese open-source AI.

[Vest @VestExchange]

$CRWV is up about 7% heading into the close amid a broader rebound in AI infrastructure and chip names. Institutional buying remains in view, even as insider selling and AI valuation questions linger.

Recent company updates added follow-through context, with phased capacity coming online, early $NVDA Vera Rubin efficiency data, and $MSFT and $META relationships still part of the demand backdrop.

Trade $CRWV and other AI infrastructure names volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

[Vest @VestExchange]

$AAPL is down around 2% today, with the XLK technology ETF also lower and a rare 12-day momentum sell signal flagged across the session.

HSBC upgraded to Buy with a $366 target, while Q3 earnings on July 30 keep the story active around EPS expectations up ~19.8% YoY, rising memory costs, and Services pricing.

Trade $AAPL volatility 24/7 with a Vest Capital funded account and get access to up to $25k in trading capital.

[Klutch @KlutchRT]

@VestExchange this week was a rollercoaster my stomach hurts from watching the charts

[Vest @VestExchange]

$NBIS is up around 5% today, the company announced a $775M senior secured debt facility, its first, to accelerate global AI cloud expansion.

A $1B+ compute deal with Reflection AI and a new asset-light infrastructure partnership model keep demand around the AI cloud story visible, alongside recent CEO and CTO insider selling.

Trade $NBIS volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.

[Vest @VestExchange]

$NFLX REPORTS Q2 2026 AFTER THE CLOSE

Consensus is ~$12.58B in revenue (+13.5% YoY) and EPS of $0.79.

Traders are watching Q3 revenue guidance, with softer engagement and recent price hikes in focus.

[Vest @VestExchange]

The more than $1B multi-year Reflection AI compute agreement through 2029 is in focus for $NBIS, with shares now down over 7% after reversing from an early move higher.

Discussion is centered on whether the deal materially improves long-term demand visibility, while broader pressure across AI-linked names and recent insider selling remain part of the setup.

[Vest @VestExchange]

$NVDA is up about 3.5% on the day heading into the close, with the valuation reset back near 22x forward earnings staying in focus after this week’s pullback.

Fresh Street buy support and the longer AI-demand runway are being weighed against policy uncertainty and broader macro risk.

[Vest @VestExchange]

$SPCX is down about 2.3% heading into the close, with post-Nasdaq-100 inclusion positioning and broader risk-off conditions both in view.

Low-float dynamics, passive-flow digestion and liquidity sensitivity remain part of the backdrop, with the stock still settling after the recent index event and volatility staying elevated.

Lockup overhang later this quarter remains part of the discussion, with current narrative expectations still being weighed.

[Vest @VestExchange]

$NVDA is up close to 3% today, with reports of selective H200 access for Chinese AI buyers and fresh Buy support from Bank of America in focus.

Market discussion is weighing whether easier export conditions and a cheaper valuation backdrop can support a re-rating, or whether capped volumes and broader risk-off pressure keep positioning cautious.

Trade $NVDA volatility 24/7 with a Vest Capital funded account and access up to $25k in trading capital.