rg

As a f&o trader!!..only tweets on stocks,financial news and sharing financial knowledge

[Kalshi @Kalshi]

JUST IN: 70% chance of Fed rate "hike" this year

[TrendSpider @TrendSpider]

JUST IN: Elon Musk estimates SpaceX revenue will reach $3.5T "roughly around 2033"

This comes in response to Morgan Stanley's forecast of SpaceX $SPCX reaching $3.5T revenue in 2040.

[TrendSpider @TrendSpider]

$ADSK Q2 EARNINGS

Adj. EPS: $3.30 vs $3.12 est ✅
Sales: $2.046B vs $2.012B est ✅

Lowered Q3 Adj. EPS Guidance ❌
Raised Q3 Sales Guidance ✅

🟥 -6.48%

[Hardik Shah @AIStockSavvy]

$MRVL | Marvell Technology, Inc., Q2-2027 Earning Report

[Shay Boloor @StockSavvyShay]

$NVDA now earns more in a single quarter than 12 of America’s most iconic companies combined.

Thats what happens when one company becomes the core infrastructure layer behind the fastest capital spending cycle in tech history.

[rg @rgstocktrader]

As per $NVDA ceo, cost increased to double for each 1GW ( compute) from
30B$ to 60B$ in last 2 -3yrs

[TrendSpider @TrendSpider]

$CRWD Q2 EARNINGS DOUBLE BEAT 🔥

Adj. EPS: $0.31 vs $0.29 est ✅
Sales: $1.471B vs $1.440B est ✅

🟩 +8.49%

[Shay Boloor @StockSavvyShay]

$CRM Q2 EARNINGS

• Revenue $11.35B vs Est. $11.32B
• EPS $5.90 vs Est. $3.27
• RPO $66.3B vs. Est, $67.7B
• AI & Data ARR: $3.9B (+210% YoY)

FY27 Guidance
• Revenue $46.3B vs Est. $46.1B
• EPS $16.69 vs Est. $14.14

[EarningsTime @Earnings_Time]

Salesforce, $CRM, Q2-27.

AI demand accelerated and guidance moved higher, but revenue was only around consensus.

🔴 Revenue: $11.3B | +11% YoY, vs $11.33B est.
🟢 Adj. EPS: $5.90 | +103% YoY, vs $3.27 est.

📈 cRPO: $33.5B | +14% YoY/CC
🤖 Agentforce + Data 360 ARR: ~$3.9B | +210% YoY

[TrendSpider @TrendSpider]

$CRM ABSOLUTELY SMASHES EARNINGS 🔥

Q2 Adj. EPS: $5.90 vs $3.27 est ✅
Q2 Sales: $11.345B vs $11.320B est ✅

Raised Q3 Adj EPS Guidance ✅
Raised Q3 Sales Guidance ✅

🟩 +6.80%

[Wall St Engine @wallstengine]

$META SETTLES TEEN SOCIAL MEDIA CASE FOR UP TO $16.68B

Meta has settled with 29 states over claims that Instagram and Facebook harmed children, misled users about safety, and improperly collected data from users under 13.

Court filings show Meta agreed to pay up to $16.68B as part of the deal.

The settlement ends the federal trial in California and avoids potential penalties the states had argued could reach around $200B, while Meta had estimated worst-case exposure as high as $1.4T.

[SPXSniper @RealSPXSniper]

Sniper's $SPX 0DTE Tactical Plan for Aug 26, 2026

Learn to make $1K a day with proper risk mgmt. using these institutional levels.

$SPY traders can use the exact same levels with 2-point OTM strikes.

Market Environment:

SPOT: 7666
0DTE IV: 13.6%, Straddle: 23 points
SPX is around 7666, pulling back from 7677 after PCE came in slightly hot at 0.2% vs. 0.1% expected, while GDP was in line at 1.5%. With NVDA earnings after the bell, price action could stay compressed.

Bullish Scenario
Call Trigger: 7675
I want SPX to reclaim 7675 and get 5-minute acceptance above it. A clean hold/retest would give the better long setup.
Stop: 5-min close back below 7665
Then follow the chart.

Bearish Scenario
Put Trigger: 7655
I want a decisive loss of 7655 with 5-minute confirmation before getting aggressive with puts.
Stop: 5-min close back above 7665
Then follow the chart

Sideways:
If SPX stays trapped between roughly 7655 and 7680, I consider this the No Edge Zone. With low 0DTE volatility and NVDA earnings tonight, dealers may simply keep price pinned around this region.
We will sell PUT SPREAD if SPX comes and stabilizes at 7650/55 area.

The 5-min confirmation remains the key. No anticipation, no forcing trades. Let price come to our levels, confirm, then execute.

#NVDA earning play will be posted later.

Like, Share, Repost, Follow, and turn on notifications for daily SPX plans and live trade updates.
#SPX #SPY #0DTE #1DTE #Options #TQQQ

[Wall St Engine @wallstengine]

$META: $5.3BLN OF SETTLEMENT AGREEMENT TIED TO YOUTUBE AND TIKTOK IMPLEMENTING DAILY LIMITS, NIGHT MODE, AGE ASSURANCE MEASURES

[FindleysFinance @FindleysFinance]

Monish Pabrai explains: Buy the business not the stock.

$META is trading at $1.3 trillion with over $130 billion TTM OCF.

$AAPL is trading at $4.5 trillion with $144 billion TTM OCF.

For one double, Apple would be: $9T, Meta would be $2.6T. Meanwhile, Meta is growing much faster than Apple, at a similar OCF base.

[SPXSniper @RealSPXSniper]

Sniper's $SPX 0DTE Tactical Plan for Aug 21, 2026 (Read a few times, do not rush)

Learn to make $1K a day with proper risk mgmt. using these institutional levels.

$SPY traders can use the exact same levels with 2-point OTM strikes.

Market Environment:
Spot: 7685 gapped up 44 from 7641.
0DTE ATM Vol: 16.2%
0DTE Straddle : 29
Inflection: 7790 (Very Imp)

Today is OPEX, so positioning and dealer hedging can have an outsized influence on price action. The overnight gap has already placed SPX directly underneath the 7690 MAJOR INFLECTION, making this the first major decision point of the session.

If SPX Goes Up:
Call Trigger: 7690
I want to see SPX break 7690 and get 5-minute acceptance above it. Even better if we break, retest 7690 from above, and buyers defend it.
Entry: Calls above 7690 after confirmation
Stop: 5-minute close back below 7690
Then Follow the attached chart.

If SPX Goes Down:
Put Trigger: 7675
If SPX rejects the 7690 our inflection and then loses 7675 with a clean 5-minute confirmation, I will look for puts.
Entry: Puts below 7675 after confirmation
Stop: 5-minute close back above 7675

Sideways Idea:
If SPX stays trapped roughly between 7675 and 7690/7700 and neither trigger gets clean acceptance, I would expect OPEX pinning/chop.
7640/7625 short put
7740/7755 Short call

Like, Share, Repost, Follow, and turn on notifications for daily SPX plans and live trade updates.
#SPX #SPY #0DTE #1DTE #Options #TQQQ
Let's keep stacking, Shall we??????

[jc @realjc]

SPX Most Open Interest Change 🥯

7475, a deep otm Put is the lone 0dte contract entered neutrally or with a slight edge to the Bid side of the auction, indicating around half of those contracts netted a credit. the other contracts on the board are end of August otm Calls at Mid or Ask with large volume

$spy $spx

[Bilaal- BD investing @bdinvestingg]

BREAKING: Jensen Huang told to be buy memory in 2026 . Here are all the stocks in the HBM value chain

$AMAT: Equipment used to make and stack HBM memory chips.

$DOW: Chemicals and materials used in memory chip manufacturing.

$MU: Makes DRAM and HBM memory for AI chips.

$SKHY: Major producer of HBM memory for AI GPUs.

$KLAC: Inspects memory chips for defects and improves yields.

$MRVL: Designs chips that move data between AI compute and memory.

$SNPS: Provides HBM interface IP and chip design tools.

[GEX Edge @GEXEdgeIO]

2/

A gamma squeeze needs dealers on the wrong side.

When net GEX is negative, dealers are short gamma. Their hedge is backwards: price goes up, they buy. Price goes up more, they buy more.

[GEX Edge @GEXEdgeIO]

🟢 Above flip + LARGE positive GEX

Dealers are long gamma and heavily hedged. They sell rallies and buy dips all day.

Market type: range bound, low realized vol
Play: fade extremes into the call wall and put wall
This is your mean reversion day

🟡 Above flip + SMALL positive GEX

Same regime, weak grip. The cushion is thin and flip is sitting right underneath you.

Market type: mixed
Play: smaller size, wait for confirmation
One flush through flip and the whole character changes

🟠 Below flip + SMALL negative GEX

You are in negative gamma but barely. Price is close enough to reclaim flip on any decent bid.

Market type: transition
Play: watch flip like a hawk
Reclaim = regime flips back. Rejection = momentum leg down

🔴 Below flip + LARGE negative GEX

Dealers are short gamma and hedging with the move. They sell lows and buy highs. Every move gets amplified.

Market type: trending
Play: momentum, wider stops, respect the direction
Do not fade this. Ever.

[Hardik Shah @AIStockSavvy]

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $COHR Coherent Begins Sampling 300mm SiC Substrates to Leading AI Semiconductor Partners

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗼𝗵𝗲𝗿𝗲𝗻𝘁 begins sampling 𝟯𝟬𝟬𝗺𝗺 SiC substrates to leading AI chip partners.

➤ Customer sampling advances Coherent's 𝗔𝗜 and 𝗛𝗣𝗖 thermal-management platform.

➤ Substrates target rising heat challenges from higher-power 𝗔𝗜 processors.

➤ Coherent says SiC can improve heat spreading by up to 𝟮𝟱%.

➤ Technology remains compatible with existing 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 manufacturing platforms.

➤ Coherent controls SiC 𝗰𝗿𝘆𝘀𝘁𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵, wafering, polishing, and characterization.

➤ Sampling moves the 𝟯𝟬𝟬𝗺𝗺 platform from development into customer evaluation.

➤ Platform is designed to support future 𝗵𝗶𝗴𝗵-𝘃𝗼𝗹𝘂𝗺𝗲 manufacturing.

➤ Coherent targets successive generations of 𝗔𝗜 and high-performance computing infrastructure.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Rising AI chip power makes 𝘁𝗵𝗲𝗿𝗺𝗮𝗹 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 a critical performance bottleneck.

➤ Better heat spreading could improve 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, reliability, and datacenter efficiency.

➤ Customer sampling represents an important step toward potential 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 adoption.

➤ 𝟯𝟬𝟬𝗺𝗺 scalability could position Coherent within the expanding AI semiconductor supply chain.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗖𝗿𝗮𝗶𝗴 𝗠𝘂𝗹𝗹𝗮𝗻𝗲𝘆, Senior Vice President and General Manager at Coherent:

“AI performance is increasingly constrained by the industry’s ability to remove heat from next-generation processors,” said Craig Mullaney, Senior Vice President and General Manager at Coherent. “Advanced SiC thermal management materials can play an important role in addressing that challenge. By combining decades of silicon carbide expertise with a scalable 300mm manufacturing platform, Coherent is helping build the materials foundation for future AI infrastructure.”