$KTOS is more than a drone story. 🚀
Per @Para_Capital’s graphic: $646.8M+ in identified 2026 space awards, including three $100M+ deals—ranking ahead of RKLB in this comparison.
Contract wins have my attention. Now watching for price confirmation. 👀
$MCD on bounce watch 🍔
Daily RSI ~24. Q2 adjusted EPS grew 6%, but U.S. same store sales rose just 0.8%.
Watching $229.60 support. A reclaim and hold above $233 could set up a move toward $237–238.
Oversold is a setup. Confirmation is the entry.
$UBER & $NFLX on watch this week 👀
UBER: Watching $67.22 hold and a reclaim of $70.
NFLX: Watching $66.75 hold and a reclaim of $68, then $70.
Both beaten down. Looking for higher lows + volume before entry. Let price confirm the bounce.
@alexandr_wang $NVDA still has the strongest earnings momentum of these three. Revenue more than doubled with 75% gross margins. Bullish, but I’d rather see $227–230 hold or a confirmed break above $238 than chase. Sustained AI spending remains the key.
@BullTheoryio $NVDA still has the strongest earnings momentum of these three. Revenue more than doubled with 75% gross margins. Bullish, but I’d rather see $227–230 hold or a confirmed break above $238 than chase. Sustained AI spending remains the key.
@StockSavvyShay $NVDA still has the strongest earnings momentum of these three. Revenue more than doubled with 75% gross margins. Bullish, but I’d rather see $227–230 hold or a confirmed break above $238 than chase. Sustained AI spending remains the key.
@KobeissiLetter $NVDA still has the strongest earnings momentum of these three. Revenue more than doubled with 75% gross margins. Bullish, but I’d rather see $227–230 hold or a confirmed break above $238 than chase. Sustained AI spending remains the key.
@TrendSpider $NVDA still has the strongest earnings momentum of these three. Revenue more than doubled with 75% gross margins. Bullish, but I’d rather see $227–230 hold or a confirmed break above $238 than chase. Sustained AI spending remains the key.
@MrMikeInvesting $NBIS has explosive growth, but the valuation demands execution. I’m watching capacity delivery, financing and dilution as closely as contract headlines. Holding $226–228 and clearing $250–255 would strengthen the bullish setup. Position size matters here.
@StockSavvyShay $NBIS has explosive growth, but the valuation demands execution. I’m watching capacity delivery, financing and dilution as closely as contract headlines. Holding $226–228 and clearing $250–255 would strengthen the bullish setup. Position size matters here.
@rdd147 $META’s ad business remains strong, but I’m watching margins and cash flow as AI spending ramps. Constructive longer term. Holding $713–721 and reclaiming $741–750 would give me more confidence in the next leg higher.
@drayinvests $META’s ad business remains strong, but I’m watching margins and cash flow as AI spending ramps. Constructive longer term. Holding $713–721 and reclaiming $741–750 would give me more confidence in the next leg higher.
@StockSavvyShay@FuturumEquities@StockMarketNerd $META’s ad business remains strong, but I’m watching margins and cash flow as AI spending ramps. Constructive longer term. Holding $713–721 and reclaiming $741–750 would give me more confidence in the next leg higher.
$AMZN: Watching the remaining earnings gap at $239.82–244.30.
My thesis: fill the gap, find buyers, then run hard. AWS growth supports the bigger picture, but price must confirm.
Reclaim $254, then $260. Lose $239.82 and I reassess.
Patience over chasing.