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07-21 17:39
Alphabet Q2 preview: $190 billion of spending has to show up in revenue and cash flow
Takeaways Q1 revenue rose 22%, while operating income grew 30%. Cloud revenue grew 63% and margin reached 32.9%. Search revenue rose 19%, with a lower traffic acquisition cost ratio. Q1 capex consumed 78% of operating cash flow. Forward P/E is about 24.6 times, while free cash flow yield is only 1.5%. $Alphabet(GOOG)$ reports second quarter results after the close on July 22. Wall Street expects revenue of roughly $116.9 billion, up 21.3% year over year, with EPS of $2.90. That EPS will look much lower than the $5.11 reported in Q1. The comparison is misleading. Equity investment gains added $28.7 billion to Q1 net income and $2.35 to EPS. I would strip those gains out and concentrate on operating income, free cash flow and the gro
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07-21 20:16
Wall Street Is Holding Its Breath. This Week Could Decide the Market's Next Move.
A weak start… but investors are looking far beyond Monday's losses. U.S. markets opened the week cautiously as renewed tensions between the U.S. and Iran pushed oil prices higher. Market recap: Dow Jones: -0.59% S&P 500: -0.19% (third consecutive losing session) Nasdaq: +0.05% Despite the geopolitical headlines, the market's attention is focused elsewhere. This is one of the most important earnings weeks of the year. Big Tech Is About to Face Its Biggest Test MAG7 Several AI heavyweights report earnings over the coming days: $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ Intel Next week, the spotlight shifts to: Microsoft Meta Amazon So far, earnings season has been impressive, with 88% of S&P 500 compan
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07-21 20:14
YXT Completes AI-Native R&D Transformation , Enters a New Stage as an AI-Native Enterprise
Radnova Intelligent Technology ( $云学堂(YXT)$ ) recently announced the completion of a comprehensive AI-native transformation of its research and development (R&D) system, enabling AI to drive the entire software development lifecycle—from requirements analysis and system architecture design to code generation, testing, validation, deployment, and iterative improvement. Rather than serving as a coding assistant, AI now serves as the primary implementation engine throughout Radnova's software development process. Developers are shifting from writing code to defining structured software specifications, exercising business judgment, and making critical decisions. At the same time, the company has built an ontology-based enterprise knowledge base bas
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07-21 21:38
$GOOG Could Be Ready for Another AI-Led Rally
$Alphabet(GOOG)$ $Alphabet Inc.(GOOG) Rises +1.52%: AI Chip Ambition Fuels Momentum, Eyes $370 Breakout 📈 Latest Close Data 🕐 Closed at $351.37 on 2026-07-21, up +1.52% (+$5.25). The stock is trading ~13.1% below its 52-week high of $404.47. Core Market Drivers 🚀 Positive sentiment was fueled by reports of Google developing a new, highly efficient AI server chip (codenamed "Frozen v2"), potentially boosting Gemini model performance. This news, coupled with ongoing market optimism around AI infrastructure, provided a key catalyst for the day's gains. Technical Analysis 📊 Volume was 13.2M shares (Volume Ratio: 0.75), indicating average participation. The RSI(6) is at 45.15, moving out of oversold territory, suggesting weakening selling pressure. The
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07-21 21:29
AMD AI Rally Reloads? Bull Put Spread Targets Breakout
$Advanced Micro Devices(AMD)$ $Advanced Micro Devices, Inc.(AMD) Rebounds +1.58%: AI Chip Giant Holds Support, Eyes $533 Target 🚀 Latest Close Data 📊 Closed at $$503.57 on 2026-07-21, up +1.58% $$+7.81). Currently -13.9% from its 52-week high of $584.73. Core Market Drivers ⚙️ KeyBanc raised its price target to $725, the highest among analysts, maintaining an Outperform rating, fueling bullish sentiment. The stock is consolidating after a recent pullback, with market focus on AI chip demand and competitive positioning against peers. Technical Analysis 📈 Volume: Trading volume was 23.44M shares, with a Volume Ratio of 0.89, indicating slightly below-average activity, typical of consolidation. RSI (6): RSI(6) at 39.68, recovering from oversold territ
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07-21 21:25
$SE Rebounds as Bull Call Spread Targets a Breakout Above $110
$Sea Ltd(SE)$ $Sea Ltd (SE) Rebounds +1.58%: Southeast Asia Tech Giant Finds Support, Eyes $110 Pivot 📈 Latest Close Data: $SE closed at $105.69 on 2026-07-21, up +1.58% (+$1.64). It's trading ~47% below its 52-week high of $199.30. 🚀 Core Market Drivers: The stock recovered from recent losses, supported by strong Q1 earnings (revenue +46.6% YoY) and ongoing positive sentiment from Shopee's deepening partnership with Meta. The broader e-commerce/retail sector showed mixed performance, contributing to volatility. 📊 Technical Analysis: Volume was 2.6M shares (Volume Ratio: 0.48), below average, suggesting the rebound lacked strong conviction. The RSI(6) at 50.39 has moved back above 50 from oversold levels, indicating a potential shift in short-term m
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07-21 21:18
$CRM's AI Strategy Continues to Strengthen the Bull Case
$Salesforce.com(CRM)$ $Salesforce(CRM) Rallies +1.77%: AI Giant Reclaims $173, Bullish Momentum Building 🚀 Latest Close: $173.79 (+$3.02, +1.77%) on July 21, 2026. The stock is now ~36.6% below its 52-week high of $274.00. Core Market Drivers: 📈 A recent upgrade from Guggenheim to "Buy" with a $228 target provided a significant catalyst, reflecting confidence in its AI and enterprise software strategy. The broader tech sentiment remains positive as the company continues to integrate its AI acquisitions. Technical Analysis: 📊 Volume was solid at 13.43M shares (Volume Ratio: 1.06). Key indicators show bullish signals: the MACD (12,26,9) is improving with DIF turning positive at 0.53, suggesting waning bearish momentum. The RSI (6) at 66.66 is strong
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07-21 21:09
$EBAY Looks Ready to Challenge Its 52-Week High
$eBay(EBAY)$ $eBay Inc. (EBAY) Rallies +1.90%: E-Commerce Giant Tests $115 Resistance, Bullish Momentum Intact 🚀 Latest Close Data 💹 Closed at $114.19 on 2026-07-21, up +1.90% (+$2.13). The price is just $5.12 (4.3%) below its 52-week high of $119.31. Core Market Drivers 📰 The stock continues its upward trajectory, potentially buoyed by broader e-commerce sector strength and solid company fundamentals. Recent news highlighted a sharp +15.5% surge in peer PayPal (PYPL) on acquisition speculation, which may have provided positive sentiment spillover for the online payments and marketplace space. Technical Analysis 📊 Volume: Daily volume of 3.58M shares shows steady participation, supporting the price move. RSI (6-day): Jumped to 56.79, moving out of
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07-21 20:59
Google Q2 Earnings Preview: Expectations Maxed Out – 347 Is the Key Level
I. Fundamentals: Shine Fading Slightly, but the Giant Is Still Doubling Down Google's AI product Gemini has seen its reputation and rankings slip somewhat this year, but that hasn't dampened the market's long-term optimism toward the company: Buffett has placed a heavy bet on it and publicly voiced his support in a CNBC interview. Google is set to report earnings after Wednesday's close (7/22), and the results will carry significant weight for the broader market. Investors will be laser-focused on two main threads: capital expenditure and cloud revenue. However, one thing to keep in mind: expectations may already be fully priced in. Without a surprise, the post-earnings stock reaction is likely to be loud but shallow – though spillover effects could still ripple through the semiconductor s
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07-21 20:58
$MU's AI Memory Leadership Keeps the Long-Term Bull Case Alive
$Micron Technology(MU)$ $Micron Technology (MU) Rebounds +1.94%: Memory Titan Holds Key Support, Eyes $900 Pivot 🚀 Latest Close Data 📊 Closed at $865.46 (+1.94%) on 2026-07-21. The stock remains ~31% below its 52-week high of $1255.00. Core Market Drivers ⚙️ Recent news includes a potential $3B investment into the U.S. semiconductor supply chain, signaling long-term growth commitment. However, significant bearish options activity, including million-dollar out-of-the-money Put purchases, indicates institutional hedging against further downside risk amid sector volatility. Technical Analysis 📈 Volume was 37.7M shares (Volume Ratio: 0.82), below average, suggesting the rebound lacks strong conviction. The latest MACD shows DIF at -23.03, DEA at 5.55, a
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07-21 20:47
$AVGO's AI Chip Leadership Keeps the Bull Case Alive
$Broadcom(AVGO)$ Broadcom Inc. (AVGO) +1.98%: AI Powerhouse Holds Ground, Eyeing $380 Pivot 🚀 Latest Close Data 📊 Closed at $378.16 on 2026-07-21, up +1.98% (+$7.34). The stock is trading ~23.6% below its 52-week high of $495.00. Core Market Drivers 🧠 The stock’s resilience is buoyed by its dominant position in the AI infrastructure ecosystem, particularly with custom chip solutions. Recent news highlighted its collaboration with OpenAI on the "Jalapeño" AI chip, underscoring its critical role in the next-gen compute landscape. Ongoing geopolitical tensions and supply chain dynamics remain key macro watchpoints. Technical Analysis 📈 Volume was 14.42M shares (Volume Ratio: 0.69), indicating subdued activity. The 6-day RSI (46.03) has rebounded from
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07-21 20:37
SNOW CEO's $100B Incentive Raises the Stakes
$Snowflake(SNOW)$ $Snowflake(SNOW) Consolidates Near 52-Week High: +2.02% Gain Signals Bullish Continuation, Eyeing $280+ 📈 Latest Close Data Closed at $274.34 on 2026-07-21, up +2.02% (+$5.44). The stock is now just $10.65 (3.7%) away from its 52-week high of $284.99. 💡 Core Market Drivers 1️⃣ RBC Capital Markets raised its price target to $313 (from $284), boosting analyst confidence. 🔼 2️⃣ The company granted CEO 1 million performance-linked RSUs, with vesting tied to ambitious stock price milestones, aiming to unlock up to $100B in shareholder value. This bold incentive plan is seen as a strong growth commitment. 🎯 3️⃣ The broader Cloud/Data Infrastructure sector showed weakness, creating a mixed environment for SNOW. 📊 Technical Analysis Volu
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07-21 20:26
Is $INTC's Recovery Already Losing Momentum?
$Intel(INTC)$ $Intel Corp.(INTC) Consolidates at $97.06: Chip Giant Holds Key Support, Awaits Macro Catalyst 📊 Latest Close: INTC closed at $97.06 on 2026-07-21, up +2.13% ($2.02). It remains -31.8% below its 52-week high of $142.35. Core Market Drivers: 1️⃣ Geopolitical tensions (US-Iran) and potential supply chain disruptions are weighing on the broader semiconductor sector. 2️⃣ Mixed capital flow data shows recent volatility, with a net outflow of -$1.0B on the last trading day. 3️⃣ The company continues its strategic pivot under CEO Lip-Bu Tan, focusing on its foundry business to regain competitiveness. Technical Analysis: Volume was 89.74M shares (VR 0.82), indicating subdued participation. 📉 The MACD remains in negative territory (DIF: -5.41
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07-21 20:12
$WDC Stabilizes, but $500 Remains the Key Battleground
$Western Digital(WDC)$ $Western Digital (WDC) Rallies +2.14%: Data Storage Giant Tests $500 Resistance Amid Strong Fundamentals 📈 📊 Latest Close Data Closed at $487.42 on 2026-07-21, up +2.14% (+$10.20). The stock is trading ~39% below its 52-week high of $799.87. 🚀 Core Market Drivers Strong Institutional Sentiment: 21 analysts cover the stock with an average price target of $576.68, implying significant upside potential. Robust Financial Health: The company boasts impressive profitability metrics with a ROE of 85.92% and a Forward P/E of 25.87, indicating strong earnings power. Sector Momentum: Continued demand for data storage solutions in the AI/cloud era provides a favorable macro backdrop. 📈 Technical Analysis Volume: Daily volume of 5.4M sha
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07-21 19:33
$ISRG Holds the Line After Earnings, Setting Up a Bull Put Spread
$Intuitive Surgical(ISRG)$ $Intuitive Surgical, Inc. (ISRG) Rebounds +2.24%: Tech Giant Tests $355 Resistance After Q2 Earnings Shakeout 🚀 Latest Close Data Closed at $353.17 (+2.24%) on 2026-07-21, rebounding from its 52-week low of $342.10. Still down ~42% from its high of $603.88. Core Market Drivers Q2 earnings beat expectations (Adj. EPS $2.80 vs. $2.50 est., Revenue $2.89B vs. $2.82B est.), but maintained full-year surgical procedure growth guidance (13.5%-15.5%), triggering a post-earnings selloff. Persistent market concerns over growth sustainability in key markets like China and potential regulatory headwinds. Technical Analysis Volume of 5.72M shares is near average (Vol. Ratio 0.99). The 6-day RSI at 29.09 is in oversold territory, hint
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Shyon @koolgal @JC888 @Barcode @Shernice軒嬣 2000
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07-21 19:25
Is $HLF Ready to Break Out? Bull Put Spread Says Maybe
$Herbalife(HLF)$ $Herbalife (HLF) Gains +2.25%: Consolidation Above $12, Eyeing $14.3 Resistance 📈 Latest Close Data Closed at $12.26 on 2026-07-21, up +2.25%. The stock is trading ~40% below its 52-week high of $20.40. 🚀 Core Market Drivers The stock is seeing mixed capital flows with notable retail buying but institutional selling pressure. A strong shareholder base with significant holdings by The Baupost Group and BlackRock provides underlying stability. 📊 Technical Analysis Volume: Trading volume was 1.26M shares, with a volume ratio of 0.68, indicating below-average activity, typical of consolidation. RSI (6): Currently at 42.46, moving out of oversold territory (<30) from last week, suggesting weakening bearish momentum. MACD: The DIF (-0
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07-21 18:51
$U Looks Ready to Challenge $31 Again
$Unity Software Inc.(U)$ Unity Software Inc. (U) Rallies +2.83%: Tech Rebound Gains Momentum, $31 Resistance in Sight Latest Close Data 📈 Closed at $29.81 on 2026-07-21, up +2.83%. The stock is trading significantly below its 52-week high of $52.15, representing a -42.8% gap. Core Market Drivers 💡 The stock rebounded strongly intraday (+5.19%), potentially driven by sector rotation and a recovery from recent pressure. However, recent news highlights management changes (8-K filing) and general weakness in the Application Software sector, indicating underlying volatility remains. Technical Analysis 🔍 Volume was elevated at 6.97M shares (Volume Ratio: 1.14), suggesting active participation in the rebound. The MACD histogram turned negative (-0.10), indi
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07-21 18:37
CHWY Surges 5%: Breakout Builds as Bull Call Spread Targets $25
$Chewy, Inc.(CHWY)$ $Chewy, Inc.(CHWY) Jumps +5.06%: Volume Surge Ignites Breakout Momentum, Eyes on $22 📈 Latest Close Data (ET: 2026-07-21) Closed at $21.99, surging +5.06% ($1.06). Price is now ~49.4% below its 52-week high of $43.50. 🚀 Core Market Drivers Strong Post-Earnings Momentum: Q1 results (June) beat expectations on both EPS ($0.43 vs. $0.39 est.) and revenue ($3.36B). 📊 Sector-Wide Strength: Recent positive moves across the specialty retail sector (e.g., Ulta Beauty, Five Below) are providing a supportive backdrop. 🔍 Technical Analysis Volume: High volume of 9.27M shares (Volume Ratio: 1.14) confirms strong institutional interest behind the move. 📊 RSI (6-period): At 69.76, approaching overbought territory but not yet extreme, indicat
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07-20 22:32
The contradiction exists because different parts of the memory market are being priced very differently. The bearish case (cycle peak): Memory has always been one of the most cyclical semiconductor industries. Strong profits eventually encourage capacity expansion, leading to oversupply and falling prices. A 30% decline in Micron despite solid earnings suggests investors are looking beyond today's results and worrying about 2027 to 2028. SanDisk's roughly 580% gain this year means expectations are extremely high. Even excellent execution may not justify such valuations indefinitely. HBM (High Bandwidth Memory) is a hot segment, but it is still only one part of the broader memory market. The bullish case (AI supercycle): AI demand is fundamentally different from previous PC or smartphone cy
# Memory Enters Bear Market: Micron -30% From Highs, Yet SanDisk Still +580% YTD — Make Sense of It?
TOPThat 580% run is the problem, not the memory story. What HBM ASP CAGR are you baking in here?
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07-20 22:34
I would wait for the earnings report rather than buy immediately before it. Here's why: Reasons to wait High event risk. Tesla's earnings often trigger moves of 8% to 15% (or more). Buying beforehand means accepting that binary risk. Several key uncertainties remain: vehicle gross margins, demand trends, guidance, Robotaxi/autonomous driving progress, and management's outlook. Any one of these could dominate the market's reaction. Competition continues to intensify. Mercedes-Benz's CLA 250 Plus is another entrant targeting the premium EV segment. While it is unlikely to derail Tesla on its own, it reinforces the trend of increasing competition. Reasons to stay constructive long term Tesla's valuation is increasingly driven by its autonomy, AI, energy storage, and robotics ambitions rather