| Stock | Quote | Today* | 7-day | Mentions | Zack's Rating | Tech Anal** | D/W/M/Q/Yr Grade | Best Time | Hold Stgy | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | +15.51% $451.10 | #6 A | +18.2% A | 702 +185% | Hold | Neutral | A A A C E | |||||||
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Week +18.2%
Meme
R500
Best timing
Hold strategy
Inst hold: 75.7%
Short Pct: 1.2%
Zack's: Hold
Technical Analysis: Neutral
Apple gonna dump and Amazon gonna pump (like MSFT) is my guess AH. Both SPY and MSFT is green which is a super rare event. Google blew the socks off earnings expectations and have negative FCF even though they need to spend money building data centers for growing cloud demand.
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| 2 | MU | +18.36% $874.66 | #3 A | -11.7% E | 452 +40% | Strong Buy | Sell | A E E A A | |||||||
|
Week -11.7%
Meme
R500
Best timing
Hold strategy
Inst hold: 81.1%
Short Pct: 3.2%
Zack's: Strong Buy
Technical Analysis: Sell
Mods need to ban the full port MU guy post from today. Big money holding it back I guess. Production facility bottleneck is also a thing and the contracts from AI developers are real..You can look at that, earnings and guidance from MU, etc..I've been wading through a bloodbath in …
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| 3 | META | -7.95% $539.03 | #498 E | -11.1% E | 268 +158% | Hold | Strong Sell | E E E E E | |||||||
|
Week -11.1%
Meme
R500
Best timing
Hold strategy
Inst hold: 79.2%
Short Pct: 1.7%
Zack's: Hold
Technical Analysis: Strong Sell
Imagine if RDDT was as good at serving ads as META. META increases capex, then SKHY reports their best quarter ever. STX double beat into SK hynix beat and raise, into MSFT, META and AMZN cloud.
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| 4 | SPY | +1.68% $741.69 | #116 B | +0.5% D | 217 -12% | Buy | B D D D C | ||||||||
|
Week +0.5%
Meme
R500
Best timing
Hold strategy
Zack's: Buy
Just buying whatever mag 7 is underperforming at the time and holding is the easiest way to outperform SPY. Amazon went down 95% when the Tech Bubble burst...that means for every 1 share you didn't sell at the top you could've bought 20 more. Wealth is made by having liquidity …
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| 5 | AMZN | +3.90% $235.50 | #54 B | +0.8% D | 201 +255% | Hold | Sell | B D D E D | |||||||
|
Week +0.8%
Meme
R500
Best timing
Hold strategy
Inst hold: 68.0%
Short Pct: 1.1%
Zack's: Hold
Technical Analysis: Sell
GOOGL got punished for doing the same shit AMZN did.$196.47B) ; +20% YoY EPS: $5.75; includes $53.4B non-operating gain primarily from Anthropic investment Op..Segment Net Revenue: North America: $116.2B (Est..Other Q2 Metrics: AWS Operating Margin: 39.4% (Est..33.8%) Free Cash Flow (TTM): -$7.6B ( Est..Comments: "AWS is booming, growing 36.7% year-over-year …
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| 6 | RDDT | +0.03% $178.04 | #197 C | +5.5% B | 186 +317% | Hold | Sell | C B C B C | |||||||
|
Week +5.5%
Meme
R500
Best timing
Hold strategy
Inst hold: 89.3%
Short Pct: 12.1%
Zack's: Hold
Technical Analysis: Sell
Looking at RDDT numbers...this looks like a great buy opportunity. No debt, healthy cash pile, making money hand over fist. It's an AI (training) or anti-AI play depending on how you look at it.Yes MU and NVDA have room to run and have great forward multiples, but there will be …
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| 7 | AAPL | -1.41% $333.43 | #315 D | +3.7% C | 166 +101% | Hold | Buy | D C A B B | |||||||
|
Week +3.7%
Meme
R500
Best timing
Hold strategy
Inst hold: 65.7%
Short Pct: 1.0%
Zack's: Hold
Technical Analysis: Buy
If AMZN shows the same capex pressure as MSFT and META, tech is going to have a rough week. I dont think Apple is gonna come out on top, so far GOOG is outperforming AAPL, in 1YR and 5YR performances, despite the recent correction.
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| 8 | QQQ | +3.30% $683.55 | #66 B | -1.2% D | 165 +22% | Strong Buy | B D E D C | ||||||||
|
Week -1.2%
Meme
R500
Best timing
Hold strategy
Zack's: Strong Buy
SPY up half a percent since initial rally and QQQ down 0.1%. I'm seeing a lot of Reddit threads, news articles, YouTube videos. At any point in time since the advent of social media, at any given day, there're doomer prophets screaming about the incoming apocalypse.
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| 9 | SNDK | +25.99% $1279.96 | #1 S | -20.5% F | 143 -21% | Strong Buy | Sell | S F F B S | |||||||
|
Week -20.5%
Meme
R500
Best timing
Hold strategy
Inst hold: 79.6%
Short Pct: 8.3%
Zack's: Strong Buy
Technical Analysis: Sell
The Korean retail traders who were trading on margin have lost money that they cannot hope to get back, captured by the brokerages. Korea needs new foreign inflows to make up for the Korean retail gap to get memory stocks, with historically low PEs, back to fresh highs. Remember how …
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| 10 | NVDA | +2.65% $195.04 | #86 B | -6.6% E | 104 -19% | Strong Buy | Strong Sell | B E D D D | |||||||
|
Week -6.6%
Meme
R500
Best timing
Hold strategy
Inst hold: 70.8%
Short Pct: 1.4%
Zack's: Strong Buy
Technical Analysis: Strong Sell
Most of my semiconductor and tech positions close to $600K. Sold out: NVDA, VRT, MRVL, TSM, ETN, ORCL, GOOGL, AVGO, NOW, CRM. Still holding: AAPL, MSFT and AMZN.
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Last updated 2026-07-30T20:40:15+00:00 browser local time.
AMZN Q2'26 EARNINGS HIGHLIGHTS Revenue: $200.6B (Est. $196.47B) ; +20% YoY EPS: $5.75; includes $53.4B non-operating gain primarily from Anthropic investment Op. Income: $27.5B (Est. $23.53B) ; +43% YoY AWS Sales: $42.2B (Est. $40.5B) ; +37% YoY Q3 Guide: Revenue: $197.0B-$202.0B (Est. $204.07B) Revenue Growth: +9%-+12% YoY Op. Income: $22.5B-$26.5B (Est. $24.79B) Segment Net Revenue: North America: $116.2B (Est. $113.8B) ; +16% YoY International: $42.2B; +15% YoY AWS: $42.2B; +37% YoY Other Q2 Metrics: AWS Operating Margin: 39.4% (Est. 33.8%) Free Cash Flow (TTM): -$7.6B (Est. -$3.81B) Comments: "AWS is booming, growing 36.7% year-over-year in Q2--our fastest growth in 18 quarters--and our AI and Chips businesses each eclipsed run rates of more than $25 billion." "Advertising had another strong quarter with 26% year-over-year growth."
AMZNoof that -8.65% drop is brutal, META getting smoked while zuck's busy building his doomsday bunker or whatever
META# Bye, bye miss American SPY # Drove my Tesla to the thing that rhymes with Tesla but that thing was dry # And them good old boys were drinking DRAM and PSKY # Singing this'll be the day Meta dies... this'll be the day that Meta dies
DRAM# Would actually be pretty funny if the boomer stock MSFT saves the market LOL
MSFTI think it's recovering as KOSPI is going back up. Congrats to the daring ones that bought the MU dip today!
MUMSFT the solid steady Juggernaut. I feel good and can sleep well with my 100 shares
MSFTNot investment advice. Invest at your own risk.