Jam

GIVE ME PEAK 2

[Jam @bihter_85]

@VestExchange Get ready. This evening and weekend we will see lots of mining interviews with bullish info

[Vest @VestExchange]

$USAR is in focus amid Trump's mining CEO roundtable and critical minerals price-floor reports, with shares up around 12.5% on the session.

The move extends a sector-wide rare earth rally, with USAR's domestic buildout in focus alongside $1.6B in Commerce support and Wheat Ridge processing milestones.

Q2 results for $USAR are due Monday after the close, with new 13F filings from Sei Investments and FNY adding to institutional accumulation.

[Vest @VestExchange]

$ASTS is up around 5.8% on the session alongside the successful BlueBirds 11-13 launch and network integration testing across Europe.

Testing, subject to regulatory approvals, spans eight European countries through infrastructure from Satellite Connect Europe, an AST SpaceMobile-Vodafone joint venture.

Trade $ASTS volatility with a Vest Capital funded account and access up to $25k in trading capital.

[Jam @bihter_85]

@VestExchange this is still early to buy, it's going 20+

[Jam @bihter_85]

@VestExchange is this a real move higher or just a bounce off that month long bottom?

[Vest @VestExchange]

$GLD is up around 2.1% on the session alongside July payrolls dropping 23K and Fed rate-cut bets firming.

Gold is on pace for its largest weekly gain since January, with spot gold above $4,400 an ounce and $GLD up over 7% week-to-date amid a softer dollar.

Trade $GLD volatility with a Vest Capital funded account and access up to $25k in trading capital.

[Vest @VestExchange]

$CRSR reported Q2 revenue of $314.3M, down 2% YoY, with non-GAAP EPS of $0.23 well above consensus.

On the session, $CRSR is up over 33%, with FY26 guidance raised to $1.40B-$1.47B revenue and $0.85-$0.94 EPS.

→ Revenue: $314.3M, down 2% YoY, ahead of expectations
→ Non-GAAP EPS: $0.23, well above the consensus estimate
→ Gross margin: record 33.2%, helped by a one-time $15.6M tariff refund
→ Adjusted EBITDA: $30.8M, up 279% YoY (9.8% margin)

Gamer and Creator Peripherals grew 13%, offsetting a 9% drop in Components and Systems, with Trak Racer now in the mix.

[Jam @bihter_85]

@VestExchange Shorts are fked with this one today

[Jam @bihter_85]

@VestExchange how is this still at 17???

[Jam @bihter_85]

@VestExchange Another one to the dump lol

[Jam @bihter_85]

@VestExchange

[Vest @VestExchange]

$RKLB is up around 2.4% on the session, extending a multi-day rally with its 92nd Electron launch and the $397M U.S. Space Force Flatellite deal in focus.

The defense haul includes a record $266M suborbital launch contract and a growing iQPS backlog, with Neutron's Q4 debut carrying the forward read.

Trade $RKLB volatility with a Vest Capital funded account and access up to $25k in trading capital.

[Jam @bihter_85]

@VestExchange

[Jam @bihter_85]

@CoolingGPT This is what I call a huge pump lol

[Jam @bihter_85]

@VestExchange So, AMD and NVDA will dump as well right?

[Vest @VestExchange]

$SNDK reported Q4 revenue of $8.97B and non-GAAP EPS of $39.25, ahead of consensus. Datacenter revenue reached $2.97B in the quarter.

At the open, $SNDK trades around 13% lower with record Q4 results against a Q1 revenue guide of $10.3B-$10.8B, a midpoint below the $10.8B Street consensus.

→ Revenue: $8.97B vs. $8.24B consensus
→ EPS: $39.25 vs. $33.38 expected (non-GAAP)
→ Q1 guide: $10.3B-$10.8B rev / $44-$46 EPS

FY26 revenue reached $20.25B; five more NBM agreements signed (ten total) with an additional $14B buyback approved.

[Vest @VestExchange]

$SNDK REPORTS Q4 AFTER TODAY'S CLOSE

→ Consensus is $8.24B in revenue and $33.38 non-GAAP EPS expected, versus Q3 revenue of $5.95B and $23.41 non-GAAP EPS
→ Q3 Datacenter revenue was $1.47B and Edge revenue $3.66B; Consumer revenue was $820M
→ Management's Q4 guide was $7.75B-$8.25B in revenue, with 79%-81% non-GAAP gross margin

Focus areas include Datacenter mix, Edge and Consumer trends, NAND pricing and New Business Model backlog growth.

[Jam @bihter_85]

@VestExchange Nice discount, I'm adding some more to my bags

[Vest @VestExchange]

$AMD & $ALAB Q2 REPORT: DATA CENTER & AI INFRASTRUCTURE

→ $AMD: revenue of $11.54B beat the $11.35B consensus; adjusted EPS of $1.66 beat the $1.61 estimate, with Data Center revenue more than doubling to $6.7B.
→ $ALAB: record revenue of $392.4M beat the $360.2M consensus; adjusted EPS of $0.80 beat the $0.69 estimate, with Scorpio set to become the largest product line.

$AMD guided Q3 to $12.7B-$13.3B and $ALAB to $540M-$560M. On the day, $AMD is down around 7.5% and $ALAB down around 10.6% with results reported yesterday after close.

[Omwamba 🇰🇪 @omwambaKE]

Bro's situational awareness is on another level