Greed returns to the Stock Market for the first time in more than 2 months 📈 🥳 pic.twitter.com/BUI6ZMGCos

— Barchart (@Barchart) August 4, 2026

EliteZags said:

---

up close to annual salary today

---

Roughly same for me, take home though.

Gaeilge said:

---

AMD has been alternating moves it's last several ERs. If the trend holds, it goes down. lol

This is just an observation from this guy. Not making my call on it.

$AMD ER tomorrow after hrs.

Implied move is +/- 8.8%. Last two earnings completed demolished the implied move by more than double!

Last 6 earnings reactions:

+18.6%
-17.3%
+2.5%
-6.4%
+1.8%
-6.3%

Kinda doing that alternate dance thangy.

— Heisenberg (@Mr_Derivatives) August 3, 2026

---

$AMD last 7 earnings now:

Red
Green
Red
Green
Red
Green
Red

What is this? A roulette table??! https://t.co/xHL1wZg2Pp

— Heisenberg (@Mr_Derivatives) August 4, 2026

Long your entire account next ER!

Semis still green AH. Honestly, after the last two days, it's hard to imagine another plus day. Make me a liar.

I sold half my SOXL but I think there's room to run. I think it hits $160 by Friday at the latest.

But it won't be straight up.

AMPX with a nice earnings beat. Like this one for a long term hold, batteries with drone exposure.

Sold my UMAC and SOFI calls too, both were 8/21 expirations, and it was hard to leave triple digit gains on the board after these last few days.

Nibbled on some qqq puts for tomorrow in the event of a pullback

Been scalping it on the way up because I didn't trust it. Have a block now that I'm holding another day or two. Have a stop in mind just in case.

Flying cars anyone? $3.30/share.

https://invest.doroni.io/

techno-ag said:

---

Flying cars anyone? $3.30/share.

https://invest.doroni.io/

---

Asian women driving flying cars? We're all gonna die.

How high IBM going? Will it get back to 250? 300?
Nice return for the 2 weeks I held it, but it seems money is coming back into it and it has been headed north for the last week.

Anyone have an idea where exit at?

Mentioned LLY a few pages back but it could really be on the verge of a big move up. Also has long hold potential

rippy right outta the gate, just like the last 2 days...starting to smell a little bull trap

Considering how much Spacex and AMD are weighing down the Nasdaq, it's doing better than it looks right now.

Agree, SOXL is holding up remarkably well considering that as well as how much it's rallied Mon-Tues.

Brian Earl Spilner said:

---

Agree, SOXL is holding up remarkably well considering that as well as how much it's rallied Mon-Tues.

---

NVDA gap up probably helping.

flashplayer said:

---

NOW still looking good if it can just grind out the rest of this week in the 110-120 range.

---

This guy believes it has a chance to really go. Here is a link to his TE.

https://stocktwits.com/lextrading/message/660998808

Personally, I think NOW has a good chance at making it back up to that neck line (which I pin at 139-140) in the relatively near future, possibly this month. Now that the Situational Awareness short position is gone, the selling pressure seems to have dried up and money flows are starting to look more optimistic. I'd expect some more shorts will close their positions soon as well, which we will see when Friday's updated short seller report gets released.

I think it will dance here under and around the 200 day ($124 and falling) for a week or two. The 20 day needs that time to establish a higher support and the 50 day needs about 2 weeks to shed a bunch of higher closes before it starts moving up to start signaling a possible incoming golden cross.

Unlikely it breaks the neck line on the first try unless McDermott comes out and says they're going to start selling their own chips or something (ha). That's going to be a tough one because it is pretty close to or above most the middle ground price targets. It might have a chance after the next earnings report, which is going to be big because it will give a lot more definitive guidance on where they finish the year on AI tool ARR. I don't think they're a slam dunk to crush that, so I will definitely be trimming defensively when it gets near that neck line.

Thoughts on SNDK's short-term price movement after earnings? If they hadn't gotten raped of late, I'd be more of a sell the news, but having given up so much, seems like a buy the news. Of course, I am only referring to a short term.

Today it's stuck between the 20 day above it and the 100 day just below it. One of them will win by the end of the week. If it goes up from there, ~1700 is where the 50 day and next resistance is. If it goes down, next clear support is the 200 day that is also even with a previous volume shelf at ~900. Big ass gap, I know. That's what it is though.

flashplayer said:

---

Today it's stuck between the 20 day above it and the 100 day just below it. One of them will win by the end of the week. If it goes up from there, ~1700 is where the 50 day and next resistance is. If it goes down, next clear support is the 200 day that is also even with a previous volume shelf at ~900. Big ass gap, I know. That's what it is though.

---

How are you feeling on VRNS? Still looking at 50+ as next move up? I'm up 8% on it since you mentioned it. Thanks for the heads up.

Hill08 said:

---

Thoughts on SNDK's short-term price movement after earnings? If they hadn't gotten raped of late, I'd be more of a sell the news, but having given up so much, seems like a buy the news. Of course, I am only referring to a short term.

---

The IV on their ER is 15%. It'll be a whipsaw.

Nothing has changed with it. It's one you will probably need to be patient with (unless they come out tomorrow and announce they have been bought out at $55 a share, which is actually a real possibility).

Short of a merger / acquisition announcement, I don't anticipate quick moves. This is like predicting the weather, but based on what I see, I could see a sideways chop here for the whole month of August, or a very slow and steady climb. Neither would be a bad thing either as far as I am concerned, as it would still be on track to reach that $61 area that both HA and my independent analysis shows is possible. If it continues obeying the trend lines from this run, it could take until October to reach $50, and as long as December to hit $61 - but realize it could also happen by early/mid September and still be obeying trendlines. But Heineken may have a different timeline than me or no timeline at all.

Buying GOOG on this drop around 360. Lots of support below.

BREAKING: A total of 911,500,000 shares of SpaceX, $SPCX, held by employees and early investors, become eligible to trade tomorrow.

That's ~43% more than the 638,900,000 shares issued at IPO.

SpaceX's free float is set to increase from 4.9% to 11.8% of outstanding shares.

— The Kobeissi Letter (@KobeissiLetter) August 5, 2026

I hope the QQQ closes the Tuesday gap sooner rather than later.

What is expected to happen as people grab these?

flashplayer said:

---

Buying GOOG on this drop around 360. Lots of support below.

---

Careful... Jeff Dean is arguably the GOAT for AI. He's also employee 30 at GOOG. Him leaving with the second top mind (Sanjay) is bearish IMO

Here's a glimpse into the duo...
https://www.newyorker.com/magazine/2018/12/10/the-friendship-that-made-google-huge

redline248 said:

---

What is expected to happen as people grab these?

---

Entirely TBD. Could be a sizable liquidation event if people look to cash out and lock in some profits after being paid in RSOs for so long. Or could diamond hand them, and it forces the price higher. I'd expect call volume to be increased tomorrow.

Gaeilge said:

---

redline248 said:

---

What is expected to happen as people grab these?

---

Entirely TBD. Could be a sizable liquidation event if people look to cash out and lock in some profits after being paid in RSOs for so long. Or could diamond hand them, and it forces the price higher. I'd expect call volume to be increased tomorrow.

---

sooooo, what does Space X stock do if they all dump their SPCX and then turn right around and buy the SPCH or other 2x longs?!?!?

Hell, if I know. I don't touch leveraged stuff nor have a desire to understand it too much. But $101B of newly unlocked stocks is about to open up. To put that into some perspective, that is the equivalent of BP offering all of its stock at once.

Gaeilge said:

---

BREAKING: A total of 911,500,000 shares of SpaceX, $SPCX, held by employees and early investors, become eligible to trade tomorrow.

That's ~43% more than the 638,900,000 shares issued at IPO.

SpaceX's free float is set to increase from 4.9% to 11.8% of outstanding shares.

— The Kobeissi Letter (@KobeissiLetter) August 5, 2026

---

Depending on how those shares are held, they may not be freely tradeable just yet. The investment vehicles have to be unwound, underlying shares distributed, paid for, unrestricted, delivered, and then actually sold.

We have some customers involved in early-stage investment, and it's unclear what, if anything, they will receive, as with this first tranche.

I'm sure some of the locked-up shares will be eligible for sale immediately, but based on my very narrow window, it's going to take some shareholders a while to have access to freely tradable shares.

This claims the up to the 101B unlock. I have no idea how distribution and whatnot occur, so I guess that can play in some fashion.

$SPCX - SPACEX FACES $101B SHARE UNLOCK

SpaceX investors are bracing for volatility as $101 billion worth of shares become eligible for trading on Thursday, more than doubling the stock's public float.

The unprecedented nine-stage lockup expiry comes after a sharp… pic.twitter.com/bZqQMxB7gi

— *Walter Bloomberg (@DeItaone) August 5, 2026

I'm not sure how many shares are eligible in each tranche. But regardless, won't be a simple unwind for many early-stage investors and even employees. We've been told to manage our expectations as it relates to timing

This is a very rough and unofficial breakdown as know to us:
A - Q2 2026 earnings release - Aug 11 - 20% of lock up
B - Price trigger >= 30% above IPO price) Aug 11 - +10%
C - day 70 - Aug 21 - +7%
C - day 90- Sept 10 - +7%
C - day 105 - Sept 25 - +7%
C - day 120 - Oct 10 - +7%
C - day 135 - Oct 25 - +7%
D - Q3 2026 earnings - Oct 29 - +28%
E - Day 180 - Full unlock - Dec 9 - +7%

Gaeilge said:

---

redline248 said:

---

What is expected to happen as people grab these?

---

Entirely TBD. Could be a sizable liquidation event if people look to cash out and lock in some profits after being paid in RSOs for so long. Or could diamond hand them, and it forces the price higher. I'd expect call volume to be increased tomorrow.

---

I think it's dependent on how many are held by execs vs low level employees that are coming into substantial wealth.

I'm hoping to grab SPCX at $100. Guess we'll see!