OT

[Justin Banks @RealJGBanks]

$NOK Ring Ring... hello 20 is coming

Target 1 is HIT

Over 16 -> 20 comes quick

Top target is 25 🎯

FREE TRADE IDEA... Do we like these?

[Will Meade @thechartdr]

A huge $900,000 call option trade just hit the tape in $NOK Nokia

[The Asian Investor @asianinvestors]

POV: $NOK earnings drop. Me scrolling for anything bullish.

[Justin Banks @RealJGBanks]

$NOK - Pick up 20 is on the line

Target 1 HIT

Needs over 17 -> 20 happens fast

Over 20 -> 25

Tons of insider buying today and $NVDA owns part of the company

So many about to become Rich from this trade

[Coin Bureau @coinbureau]

JUST IN: S&P just launched its first ever crypto index and Bitcoin isn't in it.

CEO Kathy Clay says $BTC was excluded because "it's really not one of those revenue generating protocols"

The index holds 18 tokens led by $ETH, $BNB, $SOL, $TRX, and Hyperliquid.

[ThiccTeddy @ThiccTeddy]

I took a beautiful Opening Range Break (ORB) trade this morning

THE OPENING RANGE HAS BEEN A CHEAT CODE IN 2026💯

[TrendSpider @TrendSpider]

Ondas $ONDS just saw record daily trading volume on back-to-back days, at the lows, with MACD nearing a bull cross... 👀🌶️

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Rocket Lab $RKLB won a $266M U.S. Air Force contract, extending its momentum in defense. The launches are expected to take place in Alaska and be completed by the end of 2028. The award adds to Rocket Lab’s growing streak of defense contract wins as the company continues expanding its role in national security space missions.

2. BofA is staying bullish on the memory trade, arguing that Chinese open-source AI models strengthen the long-term demand case for $MU, $SKHY, $SNDK, $STX, and $WDC. The firm reiterated its Buy rating on Micron $MU with a $1,550 price target, saying cheaper Chinese model pricing does not mean lower hardware intensity. BofA notes Kimi K3 API pricing is reportedly 5x–350x below Western models, but says that reflects business-model choices rather than the true cost of compute infrastructure. The firm also highlights that Kimi K3 needs roughly 1.4TB of HBM per serving instance, while larger AI models should require the same or even more memory as weights and active parameters grow. BofA also sees CXMT focused on commodity DRAM rather than advanced HBM, and notes Micron’s CHIPS Act restrictions may expire around December 2026, potentially opening the door for $50B–$60B in annual buybacks.

3. Moonshot AI is reportedly targeting a valuation of up to $50B in a final pre-IPO funding round after launching Kimi K3. The company is expected to close its current round at a $31.5B valuation before starting another round of fundraising talks in August, ahead of a potential Hong Kong IPO that could come as soon as this year.

4. Tesla $TSLA detailed its 2026 Summer software update, with rollout expected soon. The biggest change is deeper Grok integration, letting drivers use voice commands to place calls, control music, change climate settings, and open the glovebox. Tesla is also bringing self-driving stats into the mobile app, making them viewable and shareable, while navigation will get smarter by surfacing routine destinations and favoring routes the driver has taken before. The update also adds the ability to set a preferred arrival battery level from the app, upload custom vehicle wraps without a USB drive, and lock rear-screen controls from the front display.

5. Nvidia $NVDA says it could eventually produce up to 1,000 Vera Rubin racks per day. If reached, that scale would imply more than $630B in quarterly revenue for Nvidia and its manufacturing partners, based on estimates cited in the post. Nvidia’s hardware engineering SVP Andrew Bell said the company’s manufacturing partners should be able to make up to 1,000 racks per day once production ramps, highlighting the massive revenue potential tied to Vera Rubin if AI data center demand continues scaling.

6. Sam Altman is expected to brief the Trump administration and members of Congress next week on OpenAI’s next family of models, including their capabilities and potential impact on jobs. A new release may be getting closer, though OpenAI has not officially named the models GPT-6 or announced a launch date.

7. Jefferies came away impressed after testing Meta’s $META AI glasses, highlighting the camera quality, seamless setup, and normal-glasses form factor. The firm says Meta has a first-mover advantage as the only player currently shipping AI glasses at scale. Jefferies estimates the category could become a $14B–$18B hardware revenue opportunity within the next few years, assuming Apple Watch-like adoption at an average selling price of $400, or roughly 35M–45M units. The firm also sees upside from AI subscriptions, advertising, and commerce over time. Jefferies noted Meta AI now has around 1B monthly active users, daily glasses users are tripling YoY, and more than 7M units were sold in 2025. Jefferies says the bigger opportunity is commerce, as AI glasses could capture user intent at the point of discovery if agentic AI shifts behavior from browsing to delegation. units in 2026.

8. Supermicro $SMCI gave a major preliminary update after hours. Fiscal Q4 revenue is expected to land near the low end of its $11B–$12.5B guidance range, but the bigger surprise is gross margin, now expected at 15%–17% versus the prior 8.2%–8.4% forecast. Last quarter, SMCI was guiding gross margins around 8.4%–8.7%, and its TTM gross margin is only 8.83%, making this a dramatic improvement in just 90 days. The company also said it received more than $60B in new orders during the quarter, pushing backlog to a record high, though some orders could still be delayed or canceled. Full results are due August 11

9. Google $GOOGL is rolling out Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and a new limited-access cybersecurity-focused model. Gemini 3.6 Flash is designed to be more efficient, using up to 17% fewer tokens while also lowering cost per token. Flash-Lite is aimed at faster, high-volume use cases where speed and scale matter most. Google is also introducing Gemini 3.5 Flash Cyber, a model built to find and help fix software vulnerabilities, though access will initially be restricted to governments and trusted partners.

10. The top 10 most active options today by contracts traded were $NVDA with 2.3M contracts, $AAPL with 1.1M contracts, $MU with 977K contracts, $TSLA with 887K contracts, $SPCX with 752K contracts, $INTC with 656K contracts, $AMZN with 511K contracts, $NFLX with 509K contracts, $AMD with 410K contracts, and $MSFT with 387K contracts.

11. CoreWeave $CRWV says near-term profitability is being weighed down by a timing mismatch in its AI infrastructure rollout. New capacity starts depreciating roughly six weeks before contracted customer revenue begins coming in, creating pressure on reported earnings. The company is carrying about $30B of debt to fund 49 operating data centers and future deployments, with depreciation and interest equal to 81% of Q1 revenue. CEO Michael Intrator expects that drag to lessen as more installed capacity converts into revenue. CoreWeave’s financing is supported by long-term customer contracts, where clients must pay for reserved capacity whether they use it or not.

12. Short interest across U.S. equities is climbing to extreme levels. In the S&P 500, short interest has risen to roughly 3.7% of free float, near the highest level in data going back to 2010. For the Russell 3000, short interest is around 6.1%, also close to an all-time high, with both measures steadily moving higher since the start of 2025. Across all NYSE-listed stocks, short interest reached a record 9.0% of shares outstanding in late June. For context, that same metric peaked near 5.0% during the 2008 Financial Crisis and around 6.0% during the 2020 pandemic.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Peter DiCarlo @pdicarlotrader]

I closed my $ONDS position for a loss on Monday. ❌

The long‑term cycle looks like it is ending and price is likely headed back into a long‑term discount range.

In this video I show where I sold and why I think the next 6 months could be rough for this name.

Watch Now ⬇️

[Justin Banks @RealJGBanks]

This is my last WARNING

You must LISTEN and FOLLOW if you want to save your account

I told you EXACTLY how to spot this bounce

Today?

Memory: $DRAM +6% $SNDK +7%
$Mu +6%

Semi: $SMH +4% $INTC +5%

I will help you know when to buy and sell.

We will make Millions together.

[Justin Banks @RealJGBanks]

STOP SWING TRADING UNTIL THIS HAPPENS

Read this. Save this. You will need it to spot next time market consolidates EARLY.
It will save you thousands over the your lifetime.

Before I decide how aggressive to be, I always check the $SPY Weekly chart.

Here’s my process:

• Strong weekly momentum → Stay aggressive.
• Weekly candles begin overlapping and printing inside weeks → Momentum is fading.
• That’s my signal to reduce position sizes, stop forcing new swing trades, and protect capital.

Wait:
• I wait for a break above the weekly range high or below the weekly range low.
• Once the range breaks, I start putting bigger money back to work.

The next trend always pays better than the chop.

Now you will be ready for any market condition.

[Jason Luongo @JasonL_Capital]

10 stocks under $10B market cap that will create generational wealth in the next couple years:

$ONDS - autonomous defense
$OSS - edge AI compute
$OUST - lidar and robotics
$TE - U.S. solar manufacturing
$WYFI - GPU cloud and data centers
$KEEL - AI data center infrastructure
$HIMS - telehealth and weight loss
$VPG - robotics sensors
$KRKNF - marine defense technology
$LWLG - AI data center optics

Companies like these will produce millionaires for those who have the patience and long term investing mindset.

[Nonzee @0xNonceSense]

ETHEREUM IS SETTING THE FINAL TRAP BEFORE $7,000.

$ETH hit $1,920 exactly as planned.

The next magnet is $2,000.

That move will look bullish.

It is not.

That is where the trap starts.

My Ethereum roadmap is still clear:

1. $1,800 gets tested first.
2. $2,000 gets tagged next.
3. $2,200 comes if BTC hits $70K.
4. 7 to 10 days of distribution.
5. Final bottom zone: $1,300 to $900.
6. Then the new bull cycle begins.

Target remains $7,000.

Most people will buy the wrong part of this move.

They will call $2,000 strength.

They will call $2,200 confirmation.

I call it exit liquidity.

The real buy zone is not here.

It is $1,300 to $900.

That is where I want ETH.

That is where the crowd will be too scared to touch it.

A wick into the 2022 low zone is still possible.

That will not kill the trend.

It will complete the reset.

Ethereum hate was part of the setup.

It forced retail out before the real opportunity.

The same voices will flip bullish later.

But only after ETH is already far above them.

I warned about the $82K bull trap before it broke.

I warned about the summer drop before it started.

The next call is the biggest one of this cycle.

Turn notifications on before ETH enters the final zone.

Most people will follow too late.

[Justin Banks @RealJGBanks]

HOW TO SPOT A RELIEF BOUNCE

Once price loses the weekly 8 EMA, the weekly 21 EMA becomes the next key level.

If buyers reclaim and hold above the previous week’s close after testing the 21 EMA, it can signal a relief bounce while the larger trend remains intact.

That’s exactly what I’m watching now.

Examples:

• Semiconductors: $SMH $NVDA $INTC
• Memory: $DRAM $MU $SKHY $SNDK

Don’t predict the bottom.

Wait for the reclaim and higher low to show buyers are there.

[Justin Banks @RealJGBanks]

The weekly 8/21 EMA separation just hit its highest reading since Covid

It has predicted every major correction and pullback

And nobody watches it

•Covid crash
•2022 bear market
•Trump tariff

How to read it:

•Under 3% = Healthy trend
•3–5% = Normal
•Above 5% = Market is stretched

$QQQ is now sitting near 8% separation.

[Vivek Sen @Vivek4real_]

BREAKING: 🇺🇸 $14 TRILLION BLACKROCK CEO LARRY FINK JUST SAID LIVE ON CNBC THAT BITCOIN BOTTOM IS IN AND IT'S ABOUT TO GO PARABOLIC NOW

“BITCOIN’S LEVERAGE HAS WASHED OUT, AND STABILITY HAS IMPROVED”

“I AM VERY BULLISH” 🚀

[Atif Hussain @AtifHussainOG]

Liquidity Explained in 9 Minutes

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

🇺🇸 US HOUSE WILL HOLD FIRST HEARING ON THE CRYPTO CLARITY ACT ON FRIDAY, IN JUST 2 DAYS

IF APPROVED, THIS ACT COULD INJECT OVER $1.5 TRILLION INTO THE MARKET

PREVIOUSLY, PRESIDENT TRUMP SAID HE WOULD SIGN IT "IMMEDIATELY"

THIS IS EXTREMELY BULLISH FOR CRYPTO!!

[John Gillen - WartimeEthereum.eth @BitcoinJesusETH]

$ETH just woke up 📈

+11% on the week. Back above $1,900 — highest since early June.

What lit the fuse: 🥶 Yesterday's CPI came in COLD (3.5% vs 3.8% expected). Biggest monthly price drop since 2020. July FED rate hike odds? Basically dead (8%).

The result: $113M in ETH shorts nuked. Open interest at 1-month highs. Spot buying coming back in size on major exchanges.

Extra fuel:
🇯🇵 Japan advancing a crypto ETF bill
💰 $58M flowed into ETH ETFs
📊 ETH finally outperforming BTC after weeks of lagging

The levels to watch 👀
⬆️ Bulls need $1,950 (100-day EMA), then the big one: $2,000. Crack that and $2,200 comes into play, and then it could be off to the races.

⬇️ Lose $1,800, and it's back to range-bound chop city. $1,740 is the line in the sand.

RSI is running hot, so a cooldown wouldn't shock me. But ETH/BTC turning up is the tell that big money is rotating back in.

This summer just got interesting. Price may finally be reacting to strengthening fundamentals in Ethereum and in ETH the asset.

If you're in AI, pivot to crypto🥛

[The Tech Investor @TheTechInvest]

🚨BREAKING🚨

ONE OF THE BIGGEST DRIVING FORCES IN THE FUTURE FOR JOBS ARE DATA CENTERS

Data center stocks are in a bear market today: $IREN, $CRWV, $APLD, $WULF, $CIFR, and $BTDR,