TTOM

Build slow, Position size, Quality names, Stop loss, Patience

[TTOM @thetweetofmoon]

$SPX up +980 points to 3326 in 13 months from 2346 Dec'2018 lows, thats 41.8%

[TTOM @thetweetofmoon]

@Mr_Derivatives Speculative and overvalued

[TTOM @thetweetofmoon]

$ASTS dont understand how people are bullish on this. $175m rev for 2026 guide trading at 175ps. $SPCX Starlink $AMZN Leo will eat majority of the chunk if there is any meat in this business.

[Black Mamba Millionaire @BlackMambaMilli]

What do you rate this stock portfolio out of 10 and is there too much overlap?

[TTOM @thetweetofmoon]

@SwetalP41290270 $crwv also reporting. I expect most will either flat or down 10-12%, except $lite may go up

[TTOM @thetweetofmoon]

@YodaStockInvest Yes, accept when wrong

[TTOM @thetweetofmoon]

@Mr_Derivatives aligning with Tom Lee's prediction, either this OR baby dip in Aug to 7500, non stop grind higher in Sep and oct to 8000 then close eoy at 7800.

[The Earnings Correspondent @earnings_guy]

#earnings for the next week:

$MNDY $FERG $CAMT $B $BTDR $SBET $RKLB $HIMS $ASTS $PLUG $ACHR $QUBT $USAR $SPG $SE $ONON $VG $CAH $ESLT $TME $CRWV $SMCI $LITE $CAVA $FNV $NBIS $AMCR $EAT $TRMB $LQDA $CSCO $COHR $NNE $ENVX $CBRS $ONDS $JD $LUNR $TPR $BN $AMAT $DLO $GLOB $KULR $RLX

[TTOM @thetweetofmoon]

@isellpremium @Mr_Derivatives How do you typically manage short call position if price moves in the opposite direction

[TTOM @thetweetofmoon]

$SPCX $TSLA = abundance :)

[Kaushik @WisemanCap]

Still feel $AMD numbers are mediocre

[TTOM @thetweetofmoon]

@Mr_Derivatives Elon will promise abundance in 2 years and every rip will be shorted.

[TTOM @thetweetofmoon]

@Mr_Derivatives Gaps below

[S A I ™️ @WallStSai]

TOP TRADING MISTAKES

1.) GREED
2.) NO PROPER TRADE PLAN
3.) NO STOP LOSS
4.) FEAR OF MISSING OUT
5.) NO DISCIPLINE
6.) NO CONTROL OVER EMOTIONS
7.) RISK TOO MUCH ON ONE TRADE
8.) OVERTRADING
9.) PLAYING EARNINGS
10.) NO RISK MANAGEMENT

#StockTrading #trading #mistakes

[Tanay Jaipuria @tanayj]

2026 Capex guides continue to rise this earnings season:

- Alphabet: $180-190B → $195-205B
- Meta: $125-145B → $130-145B
- TSMC: $52-56B → $60-64B
- Intel: ~$17B → >$20B
- Microsoft: steady at ~$175B
- Telsa: Tesla: reiterated >$25B

[Wall St Engine @wallstengine]

Amazon $AMZN on raising 2026 cash CapEx to $220B:

“The higher cost of memory is pushing this number up from our prior estimate of about $200 billion.”

“Even at that amount, we will still not have enough capacity to meet all the demand we have in 2026. I believe this dynamic will also be true in 2027.”

“The demand we already have for 2028 is striking.”

“We typically purchase servers and networking equipment a few months before putting them into service, so we have strong visibility into customer demand before we trigger the spend.”

“If the demand isn’t there, we won’t spend the capital for servers and networking equipment.”

[Sam Badawi @Sam_Badawi]

$AMZN AWS CEO ANDY JASSY JUST SAID THEY ARE RAISING CAPEX FROM $200B TO $220B IN 2026

[Wall St Engine @wallstengine]

$AMZN 2Q AWS NET SALES $42.23B, EST. $40.57B

AMAZON 2Q AWS NET SALES EX FX +37%, EST. +31.3%

AMAZON SEES 3Q NET SALES $197.0B TO $202.0B, EST

AMAZON 2Q NET SALES $200.6B, EST. $197.01B

AMAZON 2Q AWS NET SALES $42.23B, EST. $40.57B

AMAZON 2Q OPER INCOME $27.46B, EST. $23.61B

AMAZON Q2 EPS USD 5.75 VS. IBES ESTIMATE USD 1.82

[TTOM @thetweetofmoon]

@Mr_Derivatives Meta deserves that .. still expensive

[TTOM @thetweetofmoon]

@Mr_Derivatives down 12% from ATH .. just a correction