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39,965,923 Views | 263538 Replies | Last: 16 hrs ago by Maximus_Meridius
gougler08
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In reply to flashplayer • 11:59a, 8/12/26
AG
flashplayer said:
I tend to think it comes back to visit the low 100s at minimum again. The unlock still isn't really off the ground. Based on what was shared by tysker the other day, that is being slow rolled more than people thought.

I already sold half of what I bought around $110. When it drops under $100 I will full position size.

Also waiting for low 100s again
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BucketofBalls99
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12:51p, 8/12/26
I'm in the same SpaceX camp of seeing it come down to $100 or so again.
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CheladaAg
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1:06p, 8/12/26
AG
Good to see $PATH break out of that darvis box trough.... looks like it's squeezing as it's a heavily shorted stock.
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flashplayer
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1:07p, 8/12/26
AG
Wonder if Burry closed his NBIS short today?
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Gaeilge
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1:07p, 8/12/26
HTZ going to the moon!!
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flashplayer
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In reply to Gaeilge • 1:09p, 8/12/26
AG
Gaeilge said:
HTZ going to the moon!!

Or off the basement floor anyway.
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Hill08
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1:51p, 8/12/26
Anyone playing CSCO today? Nice little pop last hour…
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Gaeilge
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3:06p, 8/12/26



CBRS getting clipped hard. CSCO coming in off the initial pop. COHR is slightly red after the initial pop.

Quote:
$CBRS
Cerebras Systems Q2 Earnings

Loss per share $2.98, vs. EPS $1.91 y/y
Revenue $180.1M, est. $194M
Cloud revenue $126.0M, est. $116.3M
Hardware revenue $54.1M, est. $73.1M
Gross margin 14%, est. 26.3%
Operating expenses $502.8M, vs. $89.3M y/y
Sees Q3 revenue $214M to $216M, est. $211.9M
Sees Q3 core gross margin 38% to 40%
Sees FY revenue $880M to $890M, saw $855M to $865M
Sees FY core gross margin 41% to 43%

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flashplayer
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3:08p, 8/12/26
AG
Jumped into MSTR today. Bitcoin looks like it is primed for a move. It would take less than a 10% move next week for bitcoin to jump both the 100 and 200 day moving average and I think there's a decent chance it will climb to 70,500 before getting pulled back down under the 200 day.
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Hill08
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3:47p, 8/12/26
I am sure it's out there, but it would be very interesting to track stocks a couple days pre earnings vs post. Based on my memory (god help me) it seems stocks that make a move somewhat hard to the upside pre, are usually red following announcement and vice versa
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BucketofBalls99
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In reply to Hill08 • 5:05p, 8/12/26
Hill08 said:
Anyone playing CSCO today? Nice little pop last hour…

I'm thinking about buying now
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Brian Earl Spilner
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5:20p, 8/12/26
AG
Took some SOXL profits today, hoping we retrace a little bit before going higher.

Still only up 7% for the past week, so plenty of room to run.
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Hill08
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In reply to BucketofBalls99 • 6:18p, 8/12/26
BucketofBalls99 said:
Hill08 said:
Anyone playing CSCO today? Nice little pop last hour…

I'm thinking about buying now


I am buying CSCO and ASML tomorrow.
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aggies4life
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7:44p, 8/12/26
AG
Anyone buying app here?
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FJ43
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7:51p, 8/12/26
About time for VIX calls gents
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11

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Hill08
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8:14p, 8/12/26
KOSPI looks good again on the open.
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PrestigeWorldwideAg12
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In reply to FJ43 • 8:44p, 8/12/26
16C for 8/19
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FJ43
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In reply to PrestigeWorldwideAg12 • 8:51p, 8/12/26
If I trade this (which is most of the time from the 14s) I'll go out probably 30-60 days.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11

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HoustonAg2014
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12:44a, 8/13/26
AG
I saw Tommy Tuberville tweeted about the Kellington graphite facility! Wish he named WWR by name in his tweet. But some account with 2M followers also mentioned it.
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flashplayer
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7:33a, 8/13/26
AG
PPI comes in mixed but still probably at a level that allows the fed to hold in September. Not sure how much this moved the needle on hike odds. Would have liked it to come in cooler than it did on core.
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Brian Earl Spilner
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In reply to Brian Earl Spilner • 8:00a, 8/13/26
AG
Brian Earl Spilner said:
Took some SOXL profits today, hoping we retrace a little bit before going higher.

Still only up 7% for the past week, so plenty of room to run.

Meh, was hoping for more, but re-entered at 140.
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Ag CPA
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In reply to HoustonAg2014 • 8:02a, 8/13/26
AG
HoustonAg2014 said:
I saw Tommy Tuberville tweeted about the Kellington graphite facility! Wish he named WWR by name in his tweet.

Things not on my bingo card in 2008.
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Gaeilge
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8:22a, 8/13/26
Gaeilge
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8:22a, 8/13/26
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Gaeilge
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In reply to flashplayer • 8:27a, 8/13/26
flashplayer said:
PPI comes in mixed but still probably at a level that allows the fed to hold in September. Not sure how much this moved the needle on hike odds. Would have liked it to come in cooler than it did on core.

This hasn't changed in a while. Most are still assuming that there will be no change next month.

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flashplayer
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In reply to Gaeilge • 8:30a, 8/13/26
AG
It was literally 50/50 like a week ago. That said, I have been a skeptic this whole time that the fed will do anything before the election. Really no need to and what they do is not going to impact the causes that are keeping inflation from dropping.
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Gaeilge
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In reply to flashplayer • 8:35a, 8/13/26
Sorry. A while wasn't the right word there. I was on a call with my hedging team on Monday, and this is what it was showing on Monday.
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flashplayer
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8:38a, 8/13/26
AG
Nasdaq just broke through a downtrending touch line overhead. Interestingly the bollinger band overhead is now at an all time high. Let's see if we make a run at it today. I think if it will go touch 26,800 it has a decent chance to go ahead and run up.
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EnronAg
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In reply to flashplayer • 8:42a, 8/13/26
AG
flashplayer said:
Nasdaq just broke through a downtrending touch line overhead. Interestingly the bollinger band overhead is now at an all time high. Let's see if we make a run at it today. I think if it will go touch 26,800 it has a decent chance to go ahead and run up.

that was an amazing little 3 min rip on the Q's
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flashplayer
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8:55a, 8/13/26
AG
Initial push broke through that zone, now we just need something material, like a social media post without any substance, to really launch this thing.
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AgShaun00
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9:03a, 8/13/26
AG



thoughts?
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flashplayer
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In reply to AgShaun00 • 9:06a, 8/13/26
AG
Uranium stocks in general are poised to start an uptrend again.
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Brian Earl Spilner
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9:06a, 8/13/26
AG
Next SOXL target 164.99.
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Fredd
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In reply to AgShaun00 • 9:13a, 8/13/26
AG
AgShaun00 said:



thoughts?



Ticker?
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TxAG#2011
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9:14a, 8/13/26
Energy has been a freaking dog since april
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