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07-30
$CRM VERTICAL 260731 CALL 182.5/CALL 187.5$ Rolled down my strike price Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $15,508
CRM Vertical
07-30 22:13
US182.5/187.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.55 1 | -- Closed |
TOPNancyZhang: Nice roll. CRM under 187.5 still feels manageable, but are you capping too much upside if cloud growth reaccelerates?
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07-30
$DUOL 20260807 110.0 PUT$ Naked put - hope expire worthless Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $23,069
DUOL PUT
07-30 22:31
US20260807 110.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.61 1Lot(s) | -- Closed |
TOPI sold DUOL puts too, that premium pace is kinda nuts lol
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07-31
$Tradr 2X Long SNDK Daily ETF(SNXX)$ $Tradr 2X Long SNDK Daily ETF(SNXX)$ Just taking advantage of the reversal 👍 identifying the opportunity to trade aggressively is hard but I believe is a necessary skill to learn.
SNXX
07-30 17:56
USTradr 2X Long SNDK Daily ETF
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 6.99 | -- Closed |
TOPI bought near that reversal too, stop under 6.8. You holding for follow through or scalping quick?
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07-31
$Lyft, Inc.(LYFT)$ Just culling some eyesore deadweight 🤦♀️ no offence but seriously
TOPSelling Lyft here feels early lol, 15.5 is where I'd lean in not puke it
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07-31
$Corning(GLW)$ When Corning ($GLW) pulled back, I didn't see it as a reason to panic. Instead, I saw an opportunity to average down my position. My investment approach has always been to increase exposure when I believe the long-term fundamentals remain intact but the market becomes overly focused on short-term concerns. For me, price volatility creates opportunities, not reasons to abandon quality companies. One of the biggest reasons I remain confident in Corning is its growing role in AI infrastructure. While many investors focus on AI chips, data centers also require high-speed optical connectivity, specialty glass, and advanced materials to support the explosion of data traffic. Corning is a key supplier in these areas, and I believe dema
TOPNice Sharing 😁 @JC888 @Barcode @Aqa @DiAngel @koolgal @Shernice軒嬣 2000
551
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07-31
$P’s Recovery Trade Is Back, But $76 Holds the Key
$Everpure(P)$ $Everpure (P) Rockets +8.39%: Data Center Dynamo Powers Past Resistance, $93 Target in Sight 📈 Latest Close Data: Everpure ($P) closed at $75.06 on July 31, 2026, a massive surge of +8.39% (+$5.81). The stock decisively rebounded from recent lows, though it remains -25.4% below its 52-week high of $100.59. Core Market Drivers: 🚀 The stock exploded as the storage sector staged a fierce recovery rally. The surge was fueled by 5-day capital inflows turning sharply positive, climaxing at $10.87M on July 29, coinciding with a notable drop in short volume ratio to 13.52%. The recovery is attributed to renewed AI infrastructure demand and a sector-wide snapback after a brutal July sell-off. Technical Analysis: 📊 The rebound is technically sign
484
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07-31
$DDD Clears the Panic Zone, Next Battle Is $3.06
$3D Systems(DDD)$ $3D Systems (DDD) +8.87%: 3D Printing Pioneer Rebounds Sharply, Bulls Eye $3.06 Resistance 🚀 Latest Close Data: DDD closed at $2.70, surging +8.87% with a notable intraday high of $2.73. While still down 34% from its 52-week high of $4.12, the price has recovered significantly from the recent support near $2.16. Core Market Drivers: The stock is rebounding after a period of heavy dilution fears, following a recent upsized share offering priced at $3.05. The strong bounce suggests the market is absorbing the supply and refocusing on the company's restructuring potential and its $4.41B market cap valuation in the industrial tech sector. Technical Analysis: Volume exploded to 269.45M, with a volume ratio of 1.60, signaling huge insti
544
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07-31
$INTC +11.30% Monster Rally, AI Turnaround Sparks Intel Revival
$Intel(INTC)$ $Intel Corp (INTC) Surged +11.30% on Massive Volume, Reclaiming $91 After Strong Earnings Beat 💥 Latest Close Data: 🚀 INTC just skyrocketed +11.30% to close at $91.13. This explosive move decisively breaks a multi-day downtrend, though the stock remains -35.9% below its 52-week high of $142.35. Core Market Drivers: 💡 The surge follows a powerful earnings beat driven by its AI-focused strategy, as highlighted by market commentary on July 24. The conference call optimism extinguished the prior post-earnings sell-off, triggering a massive short-squeeze and “FOMO” buying. The narrative has decisively shifted from legacy chip struggles to a turnaround story fueled by robust data center and foundry demand. Technical Analysis: 📊 The volume
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07-30
$Fortinet(FTNT)$ nearly 100% on the profit. Wish could have more at that time.
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648
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07-30
$SOFI 20260904 13.0 PUT$ managed to sell out yesterday and happy to close it today....
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07-31
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Happy days ahead after massive correction Over past week
696
600
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07-31
$Amazon.com(AMZN)$
512
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07-31
$MSFT Adds $60B in One Day: AI Cloud Dominance Sparks Massive Breakout
$Microsoft(MSFT)$ $Microsoft (MSFT) Soars +15.51%: AI Cloud Kingpin Crushes Estimates, $470 Breakout Eyed 📊 Latest Close Data: MSFT skyrocketed +15.51% to $451.10, a massive $60.56 single-day surge. The price exploded from yesterday’s $390.54 close, breaking well above immediate resistance but still 18.8% off its 52-week high of $555.45. ⚡ Core Market Drivers: The explosion was triggered by a blockbuster fiscal Q4 earnings beat. Revenue hit $90.0B (vs. $87.62B expected) and adjusted EPS soared to $4.74 (vs. $4.24 expected). The rally was ignited by Azure’s staggering 43% growth, hailed by analysts as the "best barometer" for enterprise AI demand. Additionally, the company slashed its 2026 capex guidance from $190B to $175B, massively easing margin
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07-31
$MU Was Left for Dead. Then AI Memory Came Back
$Micron Technology(MU)$ $Micron Technology, Inc.(MU)+18.36% Explosive Rally: Micron Shatters Downtrend, HBM & AI Tailwinds Ignite $900+ Breakout 🚀 Latest Close Data: Micron Technology closed at $874.66, a massive surge of +18.36% (+$135.66). This violent upward thrust saw the stock slicing through previous resistance and recovering significantly from its recent lows, though it remains below its 52-week high of $1,255.00. Core Market Drivers: The explosive move is fueled by a potent mix of extreme short-squeeze dynamics and structural AI demand. After a brutal July sell-off where the stock was deeply oversold, massive capital rotation back into semiconductors ignited a fierce rally. Micron’s commanding position in HBM (High Bandwidth Memory) for
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07-31
V-Shaped Reversal or U-Shaped Recovery? What Today’s AI Rebound Is Really Telling Us
After several brutal sessions, global technology stocks finally staged a powerful rebound. The Nasdaq rose 2.8%, while Microsoft’s post-earnings surge helped lift AI chips, cloud stocks and data-center names across the board. The move became even more dramatic in Asia. South Korea’s KOSPI jumped sharply, with Samsung Electronics and SK hynix surging as investors rushed back into semiconductor names. Taiwan’s market also rebounded strongly, led by TSMC. At first glance, this looks like a classic V-shaped reversal. But the more important question is: Has the correction really ended, or is the market only beginning a longer U-shaped repair process? Why did the rebound happen so quickly? The first reason is earnings. Microsoft showed that AI spending can already translate into cloud revenue, p
TOPI welcome the rebound in technology stocks, but I don't think one strong session means the correction is over. Strong earnings from Microsoft and Amazon reinforce my confidence that AI spending is generating real returns, while the rebound in Korean and Taiwanese chip stocks suggests much of the recent selling was driven by deleveraging. I still believe the recovery is more likely to be U-shaped than V-shaped. Confidence and valuations need time to recover, and I want to see broader participation, stable bond yields, and more earnings confirming AI monetization. For now, I'm staying patient and continuing to build positions in high-quality AI companies during weakness instead of chasing rallies. If future pullbacks hold above recent lows, I'll become even more confident in the next leg of the AI bull market. @Tiger_comments @TigerStars @TigerClub
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07-31
Latest Futures Class Recap: Will This Fed Meeting Burst the AI Bubble?
On Thursday evening I hosted a livestream on whether this Fed meeting will burst the AI bubble, and how we should be positioned for it. There were a great many charts and I moved through them fairly quickly, so not everyone will have been able to follow in real time. What follows is a written walk-through of that session — the key judgements, the charts, and every operating condition I laid out on the night, kept as close to the original as possible. Let me put the conclusion up front. Holding rates steady in July was in line with expectations, but going into the meeting the probability of “no change” was only 65.8%, whereas heading into past meetings it has typically been above 80% — which tells us the market's ex
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07-31
🚨 Microsoft's $450B Day: Why Wall Street Suddenly Trusts the AI Trade Again
1. Executive Summary $Microsoft(MSFT)$ delivered one of the most consequential earnings reports of the year — landing right as tech markets were reeling from their worst session since April 2025. Azure growth accelerated to 43%, capital expenditures came in below elevated analyst expectations, and overall revenue rose 18% year-over-year. The market's reaction was swift: the largest single-day market-cap expansion by any U.S.-listed stock in history (~$450B). Overall Revenue Growth: +18% YoY ($90B for the quarter) Azure Growth: +43% YoY (Azure topped $100B for full fiscal year 2026, up 41% for the year) Capital Expenditures: $41B (below elevated analyst consensus) Single-Day Market Cap Added: ~$450B 📌 Key Insight: Wall Street isn't