Team JayDay

Trade ideas for Crypto & Stocks.. Safe investing with proper technical planning mixed with a little risk. Not financial advice

[Team JayDay @teamjayday]

AI's Energy Crisis: Nuclear Power Becomes the Backbone of the Data Boom

As AI and data center demand surge, energy usage is skyrocketing. Nuclear power clean, reliable, and scalable is emerging as a key solution.

Thread By: Team Jayday 🔽 Stocks To Watch

[Team JayDay @teamjayday]

Heavy buying showing up in SpaceX $SPCX around $110. Interesting area. I’d start small and add 10–15% lower. Just my two cents.

Tesla hitting $318 today is interesting. Wonder if the stock goes sub -$290 before a recovery. $QQQ $SPY $TSLA

[Team JayDay @teamjayday]

Picked up $NOW & $ORCL today, but keeping the position light with the market feeling shaky. Took a 10% loss on $LAC calls I'll be buying shares instead. $QQQ

[Team JayDay @teamjayday]

@amitisinvesting Yeah that "significantly more" wording.. Perfect reason to crash the stock.🤣🤣🤣

[FuturesTrader71 @FuturesTrader71]

So am I the only one who is terrified? The Terminator Version 1 is here. Skynet will become self-realizing soon.

[Team JayDay @teamjayday]

If I had to pick the names from the earnings I went over today with the best upside potential over the next few months, I’d probably lean $NOW ServiceNow and $GOOGL Google.

ServiceNow delivered a strong quarter with solid revenue growth, accelerating AI adoption, expanding cybersecurity capabilities, and raised full-year subscription revenue guidance.

Despite the pressure on software stocks from AI disruption fears, ServiceNow continues to show why it could be one of the key enterprise platforms benefiting from the AI transition.

Google also remains one of my favorites after another strong earnings report. The biggest question with Google has never been execution it’s valuation and expectations. The company has a history of delivering strong earnings but still experiencing moderate pullbacks before continuation.

Both companies have strong AI tailwinds, but I’d expect volatility along the way. Great earnings don’t always mean straight up moves especially with mega cap names like Google. $SPY $QQQ

[Team JayDay @teamjayday]

Service $NOW Q2 Earnings Breakdown $SPY $QQQ

✅ EPS: $0.90 vs $0.85 estimate
✅ Revenue: $3.99B vs $3.93B estimate (+24% YoY)
✅ Subscription Revenue: $3.88B (+24.5% YoY)
✅ Raised full-year subscription revenue outlook to $15.76B -$15.78B
✅ Remaining Performance Obligations: $29B in contracted future revenue

ServiceNow continues to execute despite heavy pressure on software stocks from AI disruption fears.

🤖 AI momentum is accelerating:
The company reported a 9x increase in agentic AI deployments over the last nine months as enterprises adopt AI powered workflows.

🔐 Cybersecurity is becoming a major growth driver:
ServiceNow is expanding its AI governance and security capabilities, helping companies manage the growing number of AI agents and digital identities.

CEO Bill McDermott highlighted the challenge ahead:

“The attack surface is exploding.”

ServiceNow is positioning itself as the platform enterprises use to manage, secure, and govern AI across their organizations.

[Team JayDay @teamjayday]

Tesla: $TSLA Q2 Earnings Recap ⚡

Tesla delivered a mixed Q2 report: Revenue beat expectations, but earnings missed. $QQQ $SPY

✅Revenue: $28.24B vs. $25.71B expected (+25.5% YoY)

❌ EPS: $0.33 vs. $0.50 expected (-34% miss)

🚗 Deliveries: 480,126 vehicles (+25% YoY), beating estimates

🤖 FSD subscriptions: 1.48M (+56% YoY)

₿ Digital assets: $674M, primarily Bitcoin holdings

Tesla also highlighted its AI and robotics push, with Optimus production lines being installed ahead of planned 2026 production and Cybercab production beginning this quarter.

The company said it surpassed $100B in trailing 12-month revenue for the first time and remains focused on maximizing factory capacity while investing heavily in AI, autonomy, and robotics.

[Team JayDay @teamjayday]

$IBM slightly beat expectations. Infrastructure weakness remains the biggest concern. AI demand is creating opportunities for IBM software and consulting. $QQQ $SPY

✅ EPS: $2.93 vs $2.86 est. (+2.5%)
✅ Revenue: $17.16B vs $16.86B est. (+1.8%)
📈 Software: +5% YoY
➡️ Consulting: Flat
📉 Infrastructure: -7% YoY

Why It Matters
• Software remained the company's strongest business, driven by Red Hat, hybrid cloud, and AI demand.

• Consulting was essentially unchanged from last year.

• Infrastructure revenue declined 7% as IBM Z mainframe sales slowed and some enterprise purchases were delayed.

• Management reaffirmed confidence in long term AI and software growth, but near term revenue expectations were reduced after infrastructure weakness and delayed enterprise deals.

Investors are still waiting for AI growth to materially accelerate IBM's revenue.

[Team JayDay @teamjayday]

$GOOGL | Alphabet Just Crushed Earnings
Alphabet delivered another monster quarter, beating expectations on both the top and bottom line and showing AI investments are translating into real financial results. $QQQ $SPY

Q2 Results
✅ EPS: $9.11 vs $2.91 expected (+213% beat)*
✅ Revenue: $119.8B vs $117.0B expected (+2% beat)

Growth
📈 EPS: +294% YoY
📈 Revenue: +24% YoY
📈 EPS: +78% QoQ
📈 Revenue: +9% QoQ

[Anduril Industries @anduriltech]

Thunder. The New Era of Attack Aviation.

[Team JayDay @teamjayday]

@Mr_Derivatives Insane 🫨

[Team JayDay @teamjayday]

@gurgavin This made me laugh 😄

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Super Micro Computer stock, $SMCI, surges nearly +20% after reporting that it received nearly $60 billion in new orders last quarter.

The company now expected to nearly 5x year-over-year revenue for the quarter.

[Team JayDay @teamjayday]

Sandisk $SNDK currently surging 6% overnight. The stock had pulled back roughly 43% from its recent highs in a very short period of time. Pretty self explanatory. $QQQ $SPY

[Team JayDay @teamjayday]

Rigetti Computing $RGTI is down roughly 75% from its all time high and has recently pulled back about 50%.

It's now sitting near a key support level with the 120 SMA just below. A recovery back to $28 would represent roughly 100% upside from here. $SPY $IWM $QQQ