Ruth Caubble

[Ruth Caubble @Ruthcaubble]

Whenever you're down on yourself, just think:

Adults drop serious cash on "boot camps" just to hear other clueless adults ramble on. 😂

That's straight-up scamming 🔥

[Ruth Caubble @Ruthcaubble]

So with today's news, Nebius ($NBIS), Rocket Lab ($RKLB), and CoreWeave ($CRWV) got added to the Nasdaq-100 index. Also joined by Teradyne ($TER) and Astera Labs ($ALAB).

As someone holding decent amounts of NBIS, RKLB, and CRWV, this makes me really happy.

Some see this a

[Ruth Caubble @Ruthcaubble]

$AAOI bulls tomorrow hitting $205? Yay or nay?

Drop your thoughts below 👇

[Ruth Caubble @Ruthcaubble]

@TheLongInvest Charting is cool but I'd rather know what the earnings look like next quarter.

[Ruth Caubble @Ruthcaubble]

$HBM

I'm not buying right now

Rather wait for a dip to $12 - $20 first

Long-term target: $70 💸

[Ruth Caubble @Ruthcaubble]

ASTS heading to $200.

[Ruth Caubble @Ruthcaubble]

@FinanceJack44 I'm curious if the narrative around disruption is actually priced in already, or if there's still room for a surprise move.

[Finance Jack @FinanceJack44]

EPS has compounded steadily, but the valuation/price for $ADBE has collapsed due to disruption fears.

$ADBE earnings are today, and the market needs to see this business strengthening. Any slowdown or weakness in the numbers will only perpetuate the disruption narrative.

There are a few things that have to happen for the market to regain confidence:

1. Strong Digital Media ARR print: The market needs to see that the core business is intact and retention remains strong. This is where the fear is.

2. Continued AI monetization: Adobe can't just be on defense against AI. AI has to be a tailwind. Firefly and GenStudio need to pull their weight, which has to show up in AI-first ARR.

3. Raise guidance: A reaffirmation won't cut it with this much skepticism. The market has to see $ADBE is strengthening.

It's not enough to simply beat on top and bottom line here. We have to see this business improving each and every quarter going forward, or this decline will continue.

[Ruth Caubble @Ruthcaubble]

Gold price is flat, but senior gold miners (GDX) are up 1.5% so far. Silver miners are doing even better, gaining over 2%. Curious how the day wraps up. Looking good for now, but we're definitely not in the clear yet...

[Ruth Caubble @Ruthcaubble]

Time to make some buys. I don’t think the drop will get much worse—market’s not stressing about Iraq escalation anymore.

So I shifted things around today. Sold Thule, feels like it’s stuck in endless negativity for years. Picked up these 4 stocks instead, reckon the money

[Ruth Caubble @Ruthcaubble]

My team dropped another short on small caps 📉

Added to $PPBT short position

Zero overthinking, no stress — just following the IFT algo

#smallcaps

[Ruth Caubble @Ruthcaubble]

I kept telling myself options were fine, but honestly? Futures are just way better for trading.

If you’re trying to day trade, go with futures.

[Ruth Caubble @Ruthcaubble]

OpenAI is reportedly thinking about major price cuts. Looks like they're bracing for an expensive battle for users with Anthropic 💥

[Ruth Caubble @Ruthcaubble]

PPI data drops tomorrow and the US & Iran just struck a deal.

Market's gonna rally hard into mid-July. 🚀

[Ruth Caubble @Ruthcaubble]

Morgan Stanley thinks only 6-7 million optical engines will ship in 2027, way below the 20-30 million everyone expects. Even if TSMC boosts PIC capacity to 10k wafers per month by early 2027, SoIC yields sticking at 50-60% could throw things off. 📉

[Ruth Caubble @Ruthcaubble]

$ONDS is having a good day today...

Just need to get back to $10 📈

[Ruth Caubble @Ruthcaubble]

$OKLO and $SMR got crushed, which is exactly why they're on my radar. When something drops this hard, most of the risk is already baked in, and the upside gets way more interesting. They could slide more from here, so I'm not jumping in yet. But I've seen this play out before. T

[Ruth Caubble @Ruthcaubble]

@saltydocEM Numbers look okay on the surface but the real earnings drop is what actually hits people's wallets.

[The Salty Doc @saltydocEM]

CPI in line with estimates. Core slightly lower than expected on a MoM basis. Real earnings down 0.2%

[Ruth Caubble @Ruthcaubble]

$PLTR got smacked hard at the 50-week moving average again. That line has been solid resistance all 2026, you can see it clear as day here.

Now price is under the 0.38 Fib at $130 in PM. If we lose $125, $106 is pretty much coming next.

Bulls probably start buying at this