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TigerOptions
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08-11

Why monday.com’s AI Traction Is Not Yet Offsetting Its Revenue Slowdown

$Monday.com Ltd.(MNDY)$’s second-quarter report showed that artificial-intelligence products are becoming a measurable source of new business. Yet the company’s growth is still slowing, and a cautious third-quarter forecast suggests that restructuring and AI monetisation will take time to offset weaker billings and a more difficult software-spending environment. monday.com reported before the August 10 market open for the quarter ended June 30. Revenue increased 22% year over year to $364.6 million, while non-GAAP operating income rose to a record $61.1 million from $45.1 million. GAAP operating loss narrowed to $1.5 million from $11.6 million. monday.com’s official second-quarter release provides the financial statements and customer metrics. The
Why monday.com’s AI Traction Is Not Yet Offsetting Its Revenue Slowdown
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koolgal
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08-11
🌟🌟🌟 $Lumentum(LITE)$ is the ultimate winner of AI's Light vs Storage battle.  While memory storage is critical, optical modules represent the true bottleneck of AI data centers because moving data at the speed of light is mandatory to prevent massive GPU idling. The optical sector has given investors much worry lately as they have experienced a sharp pre earnings cooling with Lumentum dropping 7% in a single day. Lumentum is expected to report a huge 105% year over year revenue explosion to around USD 988 million. The recent stock pullback isn't a sign that AI demand is slowing down.  If Lumentum beats expectations & raises its 2027 capacity execution guidance, it will trigger a short squeeze across the entire optics sector. NVIDIA
🌟🌟🌟 $Lumentum(LITE)$ is the ultimate winner of AI's Light vs Storage battle. While memory storage is critical, optical modules represent the true b...
TOPvibzee: I moved some Nvidia gains into Lumentum already. 988M and 105% YoY is the test here. You really think guidance can squeeze the whole optics group?
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MMMTWealth
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08-11

The AI Drug Discovery Theme?

95% of X is focused on semis, photonics, and memory it seems? What about the AI drug discovery theme? -> $AbCellera Biologics(ABCL)$ +55% in a week. -> $Tempus AI(TEM)$ still wildly undervalued, especially post $Microsoft(MSFT)$ partnership. -> $Eli Lilly(LLY)$ as the $1.1T (future -> $4T drug discovery leader). What about the critical minerals/materials/metals theme everyone on X went crazy about last year and then forgot about? -> $Global X Copper Miners ETF(COPX)$ is likely no longer
The AI Drug Discovery Theme?
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Selling For Premium
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08-11

AI Space Report Earnings: CRWV& NBIS

Hello everyone! Today i want to share some option strategies with you! 1 Our optionselling trades on $Rocket Lab USA, Inc.(RKLB)$ to play earnings. - Writing covered call, Aug 21 $105 strike - Writing naked calls, Aug 14 $120 strike - Debating writing the Aug 21 $45 strike puts 🤔 2 Two big names in the AI space report earnings after the close tomorrow ($CoreWeave, Inc.(CRWV)$ in AH and $NEBIUS(NBIS)$ in PM). Expected move for both tickers is ~12%. Lots of retail folks playing both these names, and tutes know it. These companies operate in the same market space, and yet CRWV hasn't seen the love like NBIS has recentl
AI Space Report Earnings: CRWV& NBIS
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862
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ShayBoloor
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08-11

Who is the King in the AI Area?

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Micron Technology(MU)$ is on pace to generate over $500B in profit over the next three years: • 2026: $98B (+904% YoY) • 2027: $198B (+102% YoY) • 2028: $207B (+4% YoY) The best part is there’s a real chance future memory demand ends up being driven by applications the industry isn’t even planning capacity around today. 2 $AST SpaceMobile, Inc.(ASTS)$ may ultimately be much more than a satellite phone network because the same physical architecture is already generating government radar revenue and attracting sovereign constellation funding. But the valuation still ultimately depends on the core broadband
Who is the King in the AI Area?
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EliteOptionsTrader
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08-11

TRADE PLAN for Tuesday 📈

TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ just finished up a 4th day of consolidation above 7700. The market may not break out of this current range until after CPI data premarket on Wednesday. MOST likely we see another range day tomorrow so just wait until we see CPI data before trading this week. SPX needs through 7800 to test 8000. $Micron Technology(MU)$ every pop higher gets sold near/above 900 the past week. Until we see MU close above 900 and hold for at least 3 trading days, Avoid trading the upside for it. $Invesco QQQ(QQQ)$ all time high is at 748. QQQ closed at 720.87 today. QQQ can trade in a wide range
TRADE PLAN for Tuesday 📈
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EliteOptionsTrader
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08-11

What's the Three Way of CPI Playbook

CPI Wednesday is going to make 90% of traders lose money before lunch. Here's the exact playbook so you're not one of them 👇$Cboe Volatility Index(VIX)$ 🧊 COOL PRINT (0.1% or below) Market gaps up ~+0.24% at the open. That strength gets sold, median −0.27% intraday fade. The reversal isn't real, though: cool prints ran +1.05% over the next 3 sessions, the strongest follow-through of any outcome 📊 Don’t chase the gap up. Let the morning sellers finish, the real move comes over the rest of the week, so buy the dip ✅ IN-LINE (0.2%, the forecast) Near-zero intraday drift, tightest range of the three. Vol bleeds out once the event risk resolves. 71% close green, highest rate of any bucket and still +0.55% over the next 3 sessions 📊 Buy t
What's the Three Way of CPI Playbook
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XAUUSD Gold Traders
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08-11

GOLD: Bullish Momentum for Gold Remains Extremely Strong

Hello everyone! Today i want to share some macro analysis with you! $XAU/USD(XAUUSD.FOREX)$$Gold - main 2612(GCmain)$ Technical Analysis: Bullish momentum for gold (XAUUSD) remains extremely strong, with the price hitting an intraday high of $4,433.94. Gold is currently firmly above all moving averages, and every pullback to the MA5 or MA10 has turned into a rapid buying opportunity for bulls! The price has evolved from a base near 4,000, through a steady rise after breaking above 4,200, to the current accelerated phase of the main uptrend following the break above 4,400. The overarching trend continues to adhere to the core principle of “buying on dips in the t
GOLD: Bullish Momentum for Gold Remains Extremely Strong
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GrowWealth7
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08-11
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TrendSpider
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08-11

XLE, MSFT, NFLX, XOM& SLV Enjoy Great Recovery Right Now?

Hello everyone! Today i want to share some technical analysis with you! 1 Silver about to shine again? 👀 $iShares Silver Trust(SLV)$ 2 Cup and Handle on America's largest energy company? Oh boy... $Exxon Mobil(XOM)$ 3 First real sign of life in months $Netflix(NFLX)$ 👀 4 $Microsoft(MSFT)$ breaking out to its highest price in 9 months 🤰🎉 5 Here comes energy 👀⚡️ $Energy Select Sector SPDR Fund(XLE)$
XLE, MSFT, NFLX, XOM& SLV Enjoy Great Recovery Right Now?
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JC888
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08-11

US market rally, Reports data show trouble !

For the week ending Fri, 07 Aug 2026 - US market performance can best be summed up as “recovery”. Over the past 5 trading days, the 3 composite indexes made ‘credible’ gains: (see above) DJIA: +2.42% S&P 500: +3.37% Nasdaq: +4.86% This as, the indexes remain ‘acutely’ sensitive and continue to be weigh down by below key factors: Middle East Tensions & Oil Volatility: There was a moment of ‘calmness’ as the Gulf states had US halt its bombing (of Iran) as fear that all the counterstrikes could engulf the Gulf countries in the process, leaving widespread geographical destruction by the time all the bombings are done. Fluctuating progress on reopening the Strait of Hormuz amid the U.S.-Iran conflict pushed Brent crude back above $82–$83 a barrel, renewing energy supply anxiety. Inflat
US market rally, Reports data show trouble !
TOPJC888: 7 hours before US market resume trading on Tue, what are the odds that it continues to consolidate 2day ? Market fell across the board on Mon. Lucky the fall is marginal. Same negative catalysts dampening sentiments - (1) Middle East oil & Straits situation, (2) semiconductor down by after news of INTC $15 billion stock sales to fund AI build out. Investors were also (3) jittery about CPI inflation due on Wed, 12 Aug 2026. Will be a "red" day for US market on fateful Tuesday ? What do you think ?
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Maverick AI
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08-11

Why Intel Needs A $15B Stock Offering? The Concise Analysis

$Intel(INTC)$announced a $15 billion common stock offering, with underwriters holding a 30-day option for an additional $2.25 billion in shares, bringing total potential proceeds to $17.25 billion. Funds will support growth initiatives including AI computing, Physical AI, custom chips, advanced packaging and foundry services, plus capital expenditures and working capital. Shares fell ~4% on the news, a typical reaction. Stock offerings dilute existing shareholders, and with Intel in a heavy investment phase, markets naturally worry about future fundraising. However, paired with just-released Q2 results, the offering signals Intel may accelerate 14A and advanced packaging capacity buildout. CEO Pat Gelsinger previously set two condi
Why Intel Needs A $15B Stock Offering? The Concise Analysis
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642
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jethro
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08-10
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752
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jethro
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08-10
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1.25K
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HQJ666
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08-10
Tech Stocks: Buy the Dip or Run for the Exit? 📉🤖 The recent tech selloff has investors asking the same question: Is this a healthy correction — or the beginning of the end for the AI boom? With the campaign figures showing huge declines across major markets and tech names, including the Nasdaq, Micron and SanDisk, it’s tempting to assume the AI trade is broken. I don’t think it is. But I do think the easy-money phase of the AI rally may be over. My view: this is a valuation reset, not necessarily an AI collapse. And that distinction matters. 🧠 1. AI demand is real — but expectations became unrealistic The biggest mistake investors can make is treating every AI-related company as if it will automatically become the next NVIDIA. The AI infrastructure buildout is enormous. Data centers need G
Tech Stocks: Buy the Dip or Run for the Exit? 📉🤖 The recent tech selloff has investors asking the same question: Is this a healthy correction — or ...
TOPMariaEvelina: HBM ramp is the bottleneck, not the story. I’m bullish on Micron here — fake AI names get washed first, real infra demand doesn’t. Buyable dip imo
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软妹币
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08-10
Buy the Dip, or Get Off the Train? My Honest Take on the AI Selloff Let’s not pretend this pullback came out of nowhere. Chip and memory names got hit hard over the past few weeks — Micron ($MU) dropped double digits in a single session ahead of earnings, SanDisk shed similar ground, SK Hynix fell sharply in Seoul, and the Nasdaq had its roughest stretch since the AI rally began. Headlines are calling it “the AI bubble finally popping.” I don’t think that’s the right frame, and here’s why. Two different stories are getting mixed together Story one is valuation. Some AI-adjacent names ran up so far, so fast, that any pause in the narrative was going to trigger profit-taking. That’s normal market mechanics, not a verdict on AI itself. Story two is fundamentals, and this is where I think the
Buy the Dip, or Get Off the Train? My Honest Take on the AI Selloff Let’s not pretend this pullback came out of nowhere. Chip and memory names got ...
TOPZOE011: I added on the dip too. Those 5-year take-or-pay deals matter way more than the panic headlines — healthy reset to me, not capitulation
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Jontrade
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08-10
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318
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VNW Capital
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08-10
$Microsoft(MSFT)$ finally showing strength! Glad I get paid while waiting: dividends and premium.
$Microsoft(MSFT)$ finally showing strength! Glad I get paid while waiting: dividends and premium.
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594
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ilovemoneymoney
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08-10
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563
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ilovemoneymoney
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08-10
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