EPWireX

Tracking US equities, Nasdaq, tech & AI
Earnings, catalysts & the stories moving markets
Personal market journal — not financial advice

[EPWireX @epwirex]

AI ISN’T DEAD. THE MARKET IS JUST RAISING THE BAR. ⚡

📉 US MARKET CLOSE

$SPX -0.3% | $QQQ -0.5% | $RUT -1.4%

Indexes finished lower, but today’s real story was selectivity.

🔥 THE BIG MOVES

🔻 $MRVL -10%
AI exposure alone is no longer enough. Investors want visible revenue conversion, stronger margins and cleaner execution.

🔻 $PYPL -12%
Turnaround expectations remain fragile. When catalysts disappoint, the market is quick to remove the premium.

🔻 $IREN -14%
AI infrastructure remains one of the hottest themes, but aggressive capex and execution risk are starting to matter more.

🟢 $ESTC +19%
Strong execution was rewarded immediately. Growth is still being bought — when the numbers justify it.

🟢 $WDAY +6%
Guidance helped reinforce confidence in enterprise software demand.

⚛️ $PSQL +40%
A massive Nasdaq debut. Speculative appetite is clearly still alive when momentum and narrative align.

🎯 TRADER TAKE

The market is not rotating out of AI.

It is rotating out of weak AI stories.

The next phase of this trade will likely reward companies that can prove:

• real revenue growth
• operating leverage
• strong guidance
• sustainable demand

👀 NEXT WEEK

Watch $NVDA, semiconductors, Treasury yields and the reaction in $QQQ.

If buyers defend the leaders, momentum can rebuild quickly.

If the leaders start breaking support, the market may be telling us something much bigger.

The AI trade is still alive.
But from here, hype gets sold. Execution gets paid.

#StockMarket #Nasdaq #Trading #AI #WallStreet

[EPWireX @epwirex]

🇺🇸 US MARKET OPEN

Yesterday was AI. Today is the Fed.

After $NVDA’s post-earnings surge, $QQQ futures are nearly flat as traders wait for Kevin Warsh at Jackson Hole.

$MRVL is sliding despite solid results — proof that in AI, “good” is no longer enough.

My read: neutral → volatile.

The key test for $SPY and $QQQ: can tech hold yesterday’s gains if Treasury yields move higher?

9:30 ET opens the market.
10:00 ET could decide the direction.

$NVDA $MRVL $QQQ $SPY

[EPWireX @epwirex]

MARKET CLOSE — NVIDIA JUST TOOK CONTROL OF THE TAPE 🚀

$NVDA was the clear leader today.

Strong earnings, strong guidance, strong reaction. The market got the message: AI spending is still alive — and NVIDIA remains the benchmark.

$SNDK was the interesting divergence. While semis rallied, SanDisk failed to fully follow. After a huge run, that relative weakness is something I’m watching closely.

$BYND remains the wild card. High short interest + heavy speculation = explosive potential, but it needs to reclaim the $15 area with volume. Above it, momentum could accelerate fast. Below $13.5–14, the setup starts losing strength.

The takeaway:
NVDA leads.
SNDK diverges.
BYND waits for ignition. 👀

Tomorrow is all about follow-through.

#NVDA #SNDK #BYND #Stocks #AI #Trading

[EPWireX @epwirex]

👌

[EPWireX @epwirex]

SANDISK AT THE DECISION POINT

$SNDK is at a key spot. I’m not bullish yet, but I’m not chasing shorts here either.

Bull case: reclaim 1520-1535, then break 1560-1565.
Bear case: lose 1475 and fail the retest, opening 1445/1415.

Big catalyst: $NVDA earnings. Strong AI/data center guidance could quickly lift storage names like Sandisk.

This is one of those setups where confirmation matters more than prediction.

$SNDK is sitting between a technical trigger and a major sector catalyst. Let NVIDIA set the tone, let price confirm the direction — then trade the move, not the guess.

For now: patience. The next breakout could define the next leg.

[EPWireX @epwirex]

@unusual_whales 29,628 lbs of beef recalled.

Somewhere at Beyond Meat HQ, the marketing team is trying really hard not to tweet anything right now. 😁

$BYND

[EPWireX @epwirex]

@DudeWhoInvests

[EPWireX @epwirex]

$NVDA | EARNINGS BEAT.

Revenue: $96.2B
Adj. EPS: $2.22
Data Center: $89.0B (+117% YoY)
Q3 guide: $108B

Another beat-and-raise from NVIDIA.

Jensen Huang’s message remains clear: “In AI, compute is revenue.”

Trader view: numbers are excellent. But with expectations this high, the real signal is whether buyers can turn the beat into sustained upside — not just an after-hours spike.

$NVDA #NVIDIA #AI

[EPWireX @epwirex]

🚨 $BYND | Breaking Partnership

Milk Bar has partnered with Beyond Meat to launch two limited-time savory plant-based items at its flagship locations in New York City and Los Angeles.

Available now through October 5:
• Beyond Breakfast Sausage & Egg Spiral
• Beyond Meatball Parm Roll

Recipes will also be released online.
This collaboration puts Beyond Meat inside one of the most culturally relevant bakery brands in the U.S. — a smart move for visibility and new consumer reach in the plant-based space.

[EPWireX @epwirex]

$BYND MARKET CLOSE — The squeeze is still alive, but the business remains fragile.

Beyond Meat closed at $14.19 (+0.28%) after trading between $13.56 and $14.25.

Volume was weak: ~761K shares, well below recent average. So today’s recovery looks more like consolidation than a real breakout.

Technically, $BYND is still trying to hold the rebound from $10.71, but momentum has cooled after the recent $15.47 high.

Key levels:
• Support: $13.50
• Next support: $12.70–12.30
• Resistance: $15.00–15.47

Above $15.47 with strong volume, the squeeze setup becomes much more interesting.

Below $13.50, the short-term structure weakens again.

The fundamental picture is still the real problem: declining revenue, negative EBITDA, debt and dilution risk remain in the background.

At the same time, short interest is still extremely high, which means $BYND can move violently even without a real business turnaround.

That is the key difference here:

The stock can squeeze before the company improves.

For me, $15.47 is the level that separates a simple rebound from something bigger.

[EPWireX @epwirex]

@zen_kuso @Tech_Rose1 99,9% 🐸

[EPWireX @epwirex]

$NVDA pre-earnings (Aug 26)

Stock around $211 after a recent pullback.
Street expects ~$92B revenue (+97% YoY) and $2.09 EPS.
Key positives: Vera Rubin ramp this fall, strong AI demand, price hikes on servers, analyst targets $300–$350.
Risks: AI financing scrutiny and guidance tone.
Looks like a solid setup if they beat & raise again.

[EPWireX @epwirex]

If it were that simple, we’d all be millionaires.

AI can scan sentiment, volume, wallets and social momentum faster than any human — but finding a 10x is a different game.
The hardest part isn’t spotting hype. It’s knowing which hype becomes real liquidity, which narratives survive, when to enter, and when to exit before everyone else does.
AI can improve the odds. It can’t remove uncertainty.

[EPWireX @epwirex]

bitcoin:native Bitcoin is back above 80K. 👀

[EPWireX @epwirex]

@domino3404 Correct — the product itself isn’t new. Yesterday’s update was the Erewhon rollout in Southern California, another step in Beyond Immerse’s distribution expansion.

[EPWireX @epwirex]

$BYND — Stock Update

Beyond Meat closed around $14.15, down ~4%.

Today’s main development was the expansion of Beyond Immerse into Erewhon stores across Southern California.

Beyond Immerse is the company’s first functional beverage line, with 20g of plant protein, 5g of fiber, electrolytes and antioxidants per can.

Strategically, the launch is worth watching because it broadens Beyond Meat’s exposure beyond its traditional plant-based meat category.

From a technical perspective:

$14.10 = first support
$15.00 = key level to reclaim

The product story is improving, but the stock still needs confirmation from price.

$BYND

[EPWireX @epwirex]

@StockMKTNewz @grok

[EPWireX @epwirex]

$ASST is getting a lot of attention today.

Strive just acquired 1,110 BTC for ~$81.5M, bringing total holdings to 21,356 BTC.

CEO Matt Cole is also calling the Bitcoin bear market over.

The setup is getting interesting: more BTC exposure, rising liquidity — but also fresh share dilution.

For $ASST, the real question is simple:

Can Bitcoin-per-share growth outrun dilution?

That’s the metric I’d watch.

[EPWireX @epwirex]

$GME is back on the radar.

$18 is the battlefield.

Hold it + reclaim $18.50 → momentum can build fast toward $20.
Lose $18 cleanly → bears take control.

The fundamentals have improved.
The social buzz is already there.

Now we wait for volume to confirm the move.

#GME #GameStop #Stocks

[EPWireX @epwirex]

$CIFR — daily chart

After the sharp retracement from the $28 area, price is now approaching a key technical zone.

Main levels I’m watching:
• ~$15.00 → first support
• $14.41 → upper edge of the open gap
• ~$13.97 → full gap fill

As long as $15 holds, buyers still have a level to defend. A clean break below could put the $14.0–14.4 gap zone directly in play.

One of the most interesting setups on my radar this week.

#CIFR #BitcoinMining #Nasdaq #Trading