Evan Berman

Stevenson University ‘20

[TradersLink @TradersLink_app]

$MRLN
Inflection Point group reports 9.9% beneficial stake in Merlin (MRLN)

Delayed here. Full AI summary + instant support/resistance in Discord.

[zerohedge @zerohedge]

Tehran Rejects Alleged US Partial Peace Concessions To Iranian Demands As 'Inadequate' https://t.co/hzbzS9v2p5

[Kalshi Finance @Kalshi_Finance]

JUST IN: $IREN reportedly signs multi-year deal with Anthropic

[Palmer Luckey @PalmerLuckey]

Anduril is building America's largest shipyard since WWII. This space needs bold investment and decisive action.

In the 1790s, Baltimoore clippers were the fastest and most advanced sailing ships of their time. King George III didn't stand a chance. Time to run the same play.

[Shay Boloor @StockSavvyShay]

$PENG CRUSHED THEIR Q4 EARNINGS

• Revenue $567M vs Est. $521M
• EPS $1.00 vs Est. $0.77
• Integrated Memory: $341M (+158% YoY)
• Gross Margin 29% vs. Est. 26%

FY27 Guidance
• Revenue $2.43B vs Est. $2.21M
• EPS $4.45 vs Est. $3.38

[Shay Boloor @StockSavvyShay]

Infleqtion just demonstrated 30 logical qubits working together on its Sqale quantum computer which is another meaningful step in logical qubit scaling.

Congrats to a partner on another milestone hit.

[Shay Boloor @StockSavvyShay]

$COHR and $LITE are both up over 10% after a report said U.S. could restrict Chinese optical transceivers starting at 3.2T without touching today’s 800G and 1.6T buildout.

That makes ~65% U.S. content workaround really interesting since it could shift more of the next optics cycle toward American laser suppliers.

[Shay Boloor @StockSavvyShay]

$AVGO has agreed to provide Anthropic with up to $42B in financing tied to its AI infrastructure buildout.

Broadcom is effectively financing Anthropic to lock in years of high value AI compute demand that could make Anthropic its largest compute customer by 2027.

[Shay Boloor @StockSavvyShay]

KEN GRIFFIN JUST DISCLOSED A 5% PASSIVE STAKE IN $IREN

[Evan @StockMKTNewz]

INFLEQTION JUST POSTED THIS:

"NASA has awarded Infleqtion a $20 million follow-on contract for the Quantum Gravity Gradiometer Pathfinder mission, bringing NASA’s total investment in Infleqtion's work for this program to $40 million."

[Wall St Engine @wallstengine]

WEBULL $BULL Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $198.8M (Est. $181M) 🟢; +51% YoY
🔹 Adj. EPS: $0.12 (Est. $0.03) 🟢; +140% YoY
🔹 Net Income: $24.4M (Est. $16.9M) 🟢
🔹 Adjusted Operating Profit: $62.6M; 31.5% margin

Segment Net Revenue:
🔹 Trading-Related Revenue: $147.7M; +66% YoY

Other Q2 Metrics:
🔹 Customer Assets (AUM): $28.5B; +79% YoY
🔹 Registered Users: 28.2M; +13% YoY
🔹 Funded Accounts: 5.13M; +8% YoY
🔹 Equity Notional Volume: $279B; +73% YoY
🔹 Options Contracts Volume: 213M; +68% YoY

Key Updates:
🔹 Launched: Vega Analyst
🔹 Announced: Acquisition of Pi Securities in Thailand

Comments:
🔸 “Q2 was the best quarter in Webull's history, with record revenue of $198.8 million, up 51% year-over-year and 24% sequentially,”

🔸 “Adjusted operating profit reached $62.6 million, representing a 31.5% operating margin, while adjusted net income was $43.2 million.”

[Matterhorn Trading @TradeMatterhorn]

$MRVL top of the watchlist for this week

Looking for strong upside continuation with more formation of higher lows that continue to act as trend support. This would have me focused long. ✍️

[Evan Berman @Berman_E]

@unusual_whales Slamming puts, no Burry

[TrendSpider @TrendSpider]

BREAKING: IREN $IREN announces that Horizon 1, a 50MW data center facility located in Texas, has been delivered to and accepted by Microsoft $MSFT.

Shares have jumped +6% in pre-market trading so far.

[Shay Boloor @StockSavvyShay]

$ORCL partners with $QNT to bring hybrid quantum computing directly to OCI customers through access to its Helios system.

The deal makes quantum computing easier to use alongside traditional cloud workloads as Oracle pushes deeper into next-generation infrastructure.

[TrendSpider @TrendSpider]

$HIMS International revenue exploded 17x YoY 🤯

[NoLimit @NoLimitGains]

Cheat code:

Buy when the VIX is above 30.
Trim when it’s below 15.

[Evan @StockMKTNewz]

TIM COOK'S LAST EARNINGS AS CEO OF APPLE $AAPL IS HERE

We have a very busy after hours of earnings incoming

[Shay Boloor @StockSavvyShay]

$MU is valued at ~$900B at $800 per share.

What's wild is that Micron is expected to generate cumulative profit equal to its entire market cap over the next four to five years 🤯

[Shay Boloor @StockSavvyShay]

$BE ABSOLUTELY CRUSHED THEIR Q2 EARNINGS

• Revenue $1.07B vs Est. $827M
• EPS $0.78 vs Est. $0.41
• EBITDA $253M vs Est. $149M
• Gross Margin: 34% vs. Est. 32%

FY26 Guidance
• Revenue $4.05B vs Est. $3.74B
• EPS $2.70 vs Est. $2.17