These names show bullish gamma positioning post-earnings and are worth watching:
Today: $KMI, $QS, $TXN
Thursday: $NOK, $STM, $UNP, $INTC
Friday: $CHTR, $NEE, $VZ
Great for earnings momentum traders. Not financial advice.
This month's strong performers: CRNX (+117%),
FBRX and other biopharmaceutical/small-cap strong stocks
PayPal (PYPL): +26% (outstanding this month)
Alibaba (BABA) and other Chinese mainland stocks
Infrastructure/rotation beneficiaries (such as some industrial and value stocks
$BE is partnering with Industrial Development Funding and Oaktree on a $1.7B investment to deploy fuel cells for $NBIS AI cloud infrastructure.
The project will provide dedicated behind-the-meter power for AI compute with Morgan Stanley supporting the financing.
@Na_investment0 Solid bank reports give some cover for risk-on plays, but AI hardware cycles can flip fast. I'd wait for the actual break before leaning in.
Banks reporting solid numbers pointing to a resilient economy.
$META showing AI muscle with new models and chips – downtrend break looks close.
Environment favors tech that delivers real compute growth. Stay selective.
#STOCKS#NVDA#MU
My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43
@jorendadavid Targets are one thing, but getting there depends on earnings and market mood. I'd rather watch the charts than assume a stock will hit a number just because someone said so.