I've bought chemicals today, among other things,

$CC
$HUN
$PSX
$FRO
$TRMD
$QDTE
$GOGL
$NVDA

Some funds
$FOF
$PTY

I have orders in for $POWL, but it has not dropped as much as I am looking for.

T is also up, along with $TEF and $VOD.

GOODYEAR TIRE &RUBBER is up 14% !, Sadly, I am still down 12% on it.

I bleed maroon said:

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My starter list includes BA, VZ, AMZN, UL, and ASO. Help me fill out mine with 5 more, or shoot these down!

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So, surprisingly, VZ and UL are actually winners today (holding existing shares with the possibility of adding more). I sold long puts on ASO earlier (a bullish move), and bought some Sept. calls on Amazon. My BA order has not executed yet (long Mar '26 calls). I'm pretty happy so far, but it's only the first day of a 6-12 month bet.

RH is off 43 percent today (missed earnings by 17%). I know it's also tariffs etc, but sounds like a decent buy/hold for a few months?

Sportsman's Warehouse Holdings, Inc. (SPWH)

I sold 16 shares yesterday at $1.68 for a small profit, and today it is at $1.44, down ~ 11%. So I did OK on that one.

Have an open order on $POWL.
Holding on to my 6 shares of NVDA for now.

I just bought DAL. Stop is recent low. Looking for $65-$70 on a 3-6M timeframe.

Following, but watch out. I believe earnings is tomorrow morning.

Chef Elko said:

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Following, but watch out. I believe earnings is tomorrow morning.

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Aware. Gotta be in it to win it. This is a play for a sentiment rebound from deeply oversold conditions using a catalyst. If it fails, the risk is minimal to my account.

DAL - Moving stop to $40.25 to protect profits and remove risk of green to red.

Bought a partial allotment in microcap Sezzle (SEZL).

I sold 1 share of NVDA premarket for $115.27 and change, now it's $111.97/share, so I am pleased with that.

Wasn't sure which way it was going to go so my 2nd share was another limit order for $117.44, it has not filled.

SO that's all I got for this Monday morning.

Bought positions in micro cap GPRK, small cap ODD and mid cap IDXX

Edit: Was going to buy PDD but have seen it mentioned within articles that delisting Chinese stocks is an option, not sure how strong.

Edit: Also micro cap BBW

Edit: What the hell. Bought PDD

Is anyone picking up NVDA down here?

I've picked up small amounts of SMH and SOXX for the long term. Waiting to make my big buys on NVDA to swing. China being roughly 15% of NVDA's revenue is scary, that could go completely to zero and I don't think the market is done digesting that. I don't think the US and China will come to an agreement anytime soon so I think NVDA keeps falling.

nortex97 said:

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RH is off 43 percent today (missed earnings by 17%). I know it's also tariffs etc, but sounds like a decent buy/hold for a few months?

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I bought RH a few weeks ago and then again last week.

just nibbling.

Chef Elko said:

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I've picked up small amounts of SMH and SOXX for the long term. Waiting to make my big buys on NVDA to swing. China being roughly 15% of NVDA's revenue is scary, that could go completely to zero and I don't think the market is done digesting that. I don't think the US and China will come to an agreement anytime soon so I think NVDA keeps falling.

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Qualcomm and Broadcomm off the NVDA trade

also Asana

Does anyone think HAL is a long term buy?

PINS a long term hold.

Edit: Sold SEZL

Edit: Sold GPRK, ODD and IDXX. Nice profit on a couple of them.

I bought some CAVA more to do with liking their product (somewhat healthy fast-casual chain) and thinking they might be able to take solid market share long term.

Starting long term, DCA position in NLR

As someone not familiar with that industry, can you give your thoughts and outlook? ET and a private investment are my current exposures to energy

Edit- I guess I could add Brk.b too through Berkshire Hathaway energy and their Oxy investment

Have bought during the past month or so:

Micro cap: AMSC, BYRN, EVER, FVRR, HRMY, MAX, NAGE, PSIX, VITL
Small cap: CALM, CPRX, SMTC
Mid cap: APPF, DT, MPWR, PINS, UTHR, WIX
Large cap: AMZN, MELI, META

Intend on holding until re-evaluated after next earnings release for each company.

Wrong thread.

KDP in a set and forget account?

Aggie1205 said:

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I bought some CAVA more to do with liking their product (somewhat healthy fast-casual chain) and thinking they might be able to take solid market share long term.

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I just heard a segment the other day and I'm not so sold on these fast-casual chains, at least right now. They made a good point how expensive they really are and that doesn't jive with the given times. People aren't down to go and pay $15-20 for a lunch

I think this is a better thread for me...so I'm bumping it to page juan

Adding to SOFI. just ridiculous

$SOFI Q2 EARNINGS

• Revenue $1.2B vs Est. $1.1B
• EPS $0.12 vs Est. $0.11
• EBITDA $358M vs Est. $333M
• Loan originations: $14.8B (+69% YoY)
• New Members: 15.8M (+35% YoY)

FY26 Guidance
• Revenue $4.8B vs Est. $4.7B
• EPS $0.60 vs Est. $0.60
• EBITDA $1.6B vs Est.… pic.twitter.com/HqQmrexV16

— Shay Boloor (@StockSavvyShay) July 29, 2026

El Chupacabra said:

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Adding to SOFI. just ridiculous

$SOFI Q2 EARNINGS

• Revenue $1.2B vs Est. $1.1B
• EPS $0.12 vs Est. $0.11
• EBITDA $358M vs Est. $333M
• Loan originations: $14.8B (+69% YoY)
• New Members: 15.8M (+35% YoY)

FY26 Guidance
• Revenue $4.8B vs Est. $4.7B
• EPS $0.60 vs Est. $0.60
• EBITDA $1.6B vs Est.… pic.twitter.com/HqQmrexV16

— Shay Boloor (@StockSavvyShay) July 29, 2026

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What's their loan portfolio look like? Exposure to CRE? Treasury holding and duration mismatch situation? Exposure to shadow banking (non-depository financial institutions / PE)?

If you are betting simply on earnings without knowing the whole situation, that can be dangerous. I haven't researched SOFI fundamentally. I don't know those answers. But they are things you need to understand for any bank or Fintech.

Heineken-Ashi said:

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El Chupacabra said:

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Adding to SOFI. just ridiculous

$SOFI Q2 EARNINGS

• Revenue $1.2B vs Est. $1.1B
• EPS $0.12 vs Est. $0.11
• EBITDA $358M vs Est. $333M
• Loan originations: $14.8B (+69% YoY)
• New Members: 15.8M (+35% YoY)

FY26 Guidance
• Revenue $4.8B vs Est. $4.7B
• EPS $0.60 vs Est. $0.60
• EBITDA $1.6B vs Est.… pic.twitter.com/HqQmrexV16

— Shay Boloor (@StockSavvyShay) July 29, 2026

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What's their loan portfolio look like? Exposure to CRE? Treasury holding and duration mismatch situation? Exposure to shadow banking (non-depository financial institutions / PE)?

If you are betting simply on earnings without knowing the whole situation, that can be dangerous. I haven't researched SOFI fundamentally. I don't know those answers. But they are things you need to understand for any bank or Fintech.

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H-A urging fundamental analysis. Renounce the dark side, my friend, and join us!

When it comes to banks, the fundamentals are important. So many have extreme risk on their balance sheets. It's going to get ugly.

Heineken-Ashi said:

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When it comes to banks, the fundamentals are important. So many have extreme risk on their balance sheets. It's going to get ugly.

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Totally agree on the POTENTIAL risk. Disagree that it's imminent.

I entered an order for a SOFI strangle ($20 call / $10 put) for January, as I'm not sure which is more likely - credit quality slippage causing a meltdown, or stable credit and regaining trust and favor with the market to recover part of their lost ground.

We'll see which way it goes (and I'll see if my order executes)

Sorry for the slight digression from a longer-term buy and hold thread. I wouldn't invest directly in SOFI at this point.

For swing trades, I currently prefer:

IPO, NU, EXTR, and HII.

I never said it was imminent. Banks are collecting higher interest on their reserves parked at the FED. This is a tailwind. The headwind is declining property valuations, rising treasuries, and the PC/PE exposure that is nowhere near liquid and already showing significant stress. The banks still have significant duration mismatch exposure on treasuries. More properties than they will admit are not worth their loan balance, and we've only just started to enter the window of loan terms ending. Not only the ones ending, but they ones they extended and pretended that should have ended already.

Many, many, many banks have exposure to one or all three of these segements making up more than 300% of their total bank equity. Banks are currently priced as if none of these risks exist. The second the music merely slows, it's going tog et ugly. And if the music stops, you will have multiple SVB's hitting all at once.