$SanDisk Corp.(SNDK)$$NASDAQ 100(NDX)$ $NVIDIA(NVDA)$ ππ¨ Mr Market Is Getting ABSOLUTELY POUNDED Right Now ππ₯ Major indices are deep in the RED ~ 6 of the Mag 7 taking serious hits. π΄ $61M in puts slammed across the Mag 7 today π Meanwhile $SNDK is casually ripping +$31 higher (~+5.3% intraday) π₯π Showing serious momentum and liquidity while the rest of the market rotates hard away. Key carnage stats: - $NDX on track for its 5th -1%+ decline in just the past 11 sessions β smashing supports & breaking trend structure π - $DJT (Dow Jones Transportation) -5.7% a ~ worst day since April All 20 components red, with f
$Crocs(CROX)$ $Birkenstock Holding plc(BIRK)$ $Deckers Outdoor(DECK)$ This was not just a beat. It was a credibility reset! Shares surged to $100.84 (intraday high $101.58), up ~$18 or +21.7β22% on the session following Q4 results and a materially stronger 2026 outlook. π Earnings snapshot Crocs Inc. $CROX, Q4-25 π Adj. EPS: $2.29 π’ vs ~ $1.91 consensus π° Revenue: $958M π’ vs ~ $916β918M estimates π Net Income: $105.17M π¦ FY25 Revenue: > $4B Scale now works in their favour. The core engine continues to deliver. π Crocs Brand Revenue +0.8% to $768M DTC +6.1%
$Ralph Lauren(RL)$$PVH Corp(PVH)$ $Tapestry Inc.(TPR)$ π½ New York Fashion Week just lit the tape π $Ralph Lauren $RL $PVH Calvin Klein $TPR Coach $CPRI Michael Kors NYFW kicks off today and luxury retail is back in focus. This is not just fabric and flash. β’ Live sentiment shift β’ Sector rotation into discretionary β’ Real time flow across fashion names When new collections and trends hit the spotlight, liquidity follows. I watch volume, volatility and structure first. Volatility pockets open fast in this space. β’ Smash resistance on expanding volume, momentum ignites π₯ β’ Liquidity flush into prior support, classic bear trap loading Structure al
$Walt Disney(DIS)$$Alphabet(GOOGL)$ $Netflix(NFLX)$ π First $GOOG, now $DIS! ππ Walt Disney shares are trading higher after reports that the company is offering high-grade U.S. dollar bonds. π βββββ¨ β£β‘βββββ βββββ! βββββ‘β’, ββπππ
$Tesla Motors(TSLA)$$Coca-Cola(KO)$ $NVIDIA(NVDA)$ π¨π₯ $5M TSLA CALL SPIKE JUST DETONATED after Tesla dropped $290K pricing on the 500-mile Electric Semi! π β‘ Tesla Semi locked and loaded: β’ Standard: 325 miles β’ Long Range: 500 miles on a single charge π₯ Real production units already running daily California routes for PepsiCo & DHL ππ charging only once a week. This isnβt hype, itβs happening NOW. $TSLA gamma walls stacking MILLIONS at higher strikes. Whale options flow pouring in. This catalyst is primed to ignite a violent breakout. Is the Semi about to launch $TSLA into the next leg higher? π π’ Donβt miss out! Like, Repost and Fo
$Coca-Cola(KO)$$Pepsi(PEP)$ $Monster Beverage(MNST)$ Coca-Cola ($KO) π₯€: First Revenue Miss in 5 Years Triggers Expectation Shock, Not Business Decay π This move is about expectation shock, not a deterioration in the business. $KO just reported its first revenue miss in five years, printing $11.82B versus consensus near $12.03B. The market reacted immediately. Shares fell β2.1%, the sharpest drawdown since October and the second largest since April. At roughly β2%, this was not a marginal miss. It was the largest top-line shortfall since July 2014. In a stock priced for consistency, rarity alone is enough to force a reset. But the internals tel
$NVIDIA(NVDA)$$Amazon.com(AMZN)$ $Microsoft(MSFT)$ ππ¨ Schwabβs STAX hit its highest since Feb 2025 in January (49.96), as retail came back as net buyers, led by heavy dip-buying in Tech. Top buys: $MSFT $NFLX $TSLA $AMZN $NVDA Top sells: $AMD $COST $BA $CRWV $BABA βοΈ Retail is still buying the AI dip! π’ Donβt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ππ Iβm obsessed with hunting down the next big movers and sharing strategies that crush it. Letβs outsmart the market and stack those gains together! π Trade like a boss! Happy trading ahead, Cheers,
πππ $STM Breakout Accelerates on Multi-Billion AWS Deal, Structural Shift Toward Hyperscaler Compute Demand Now Quantifiable
$STMicroelectronics NV(STM)$ Bullish $Amazon.com(AMZN)$ Bullish$NVIDIA(NVDA)$ Bullish π¨ Momentum is back in semiconductors, and $STM has forced itself onto every traderβs radar. $STMicroelectronics $STM, is now pushing its highest levels since June and pacing for its strongest daily percentage gain since last yearβs +10.7% surge! The stock now sits +43% over the past 12 months and +24% year to date, confirming a clear regime shift as capital rotates back into strategically positioned semiconductor names. Iβm not viewing this as momentum chasing. What weβre seeing is a structural repricing as markets begin to recognise $STMβs rep
π𧬠HIMS regulatory reset, GLP-1 exposure repricing, and harmonic support setting up a potential recovery trade π§¬π
$Hims & Hers Health Inc.(HIMS)$$Novo-Nordisk A/S(NVO)$ $Eli Lilly(LLY)$ Iβm watching $HIMS at a critical turning point where regulatory shock, collapsing momentum, and long-term technical support are colliding. Panic liquidation is now testing valuation levels that could either mark the start of a recovery base or the beginning of a deeper structural reset. The immediate catalyst was the rapid launch and reversal of HIMSβ compounded oral semaglutide pill. Introduced at an entry price point to target needle-averse and cost-sensitive patients, the product faced immediate pushback from bran
$CVS Health(CVS)$ $UnitedHealth(UNH)$ $Elevance Health(ELV)$ π¨π°ππ $CVS just confirmed its pharmacies will accept TrumpRx discount cards for prescriptions! TrumpRx launched Thursday, initially covering 43 drugs from $AZN, $LLY, $NVO, & $PFE. Consumers can access discounts via TrumpRx(dot)gov or coupon cards at participating pharmacies. π£οΈ The 50 largest healthcare companies in the world ranked by market cap. $UNH $ELV $CVS π₯ π’ Donβt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ππ Iβm obsessed with hunting down the next
π¨ππ¨ $SMCI Surpasses $AMD As AI Infrastructure Spending Enters Hyperscale Expansion π¨ππ¨
$SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ Iβm watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. βΎ
ππ¬π₯ Philip Morris International $PM, Q4 2025 Earnings Review π₯π¬π
$Philip Morris(PM)$$British American Tobacco PLC(BTI)$ $Altria(MO)$ Philip Morris International closed out 2025 with another strong quarter, confirming its smoke-free transition is now driving profitability rather than remaining a future ambition. π Results snapshot π Adj. EPS: $1.70, beat expectations π° Revenue: $10.36B, broadly in line π Net Income: $3.37B π Smoke-free products now drive more than half of quarterly net revenues, with full-year smoke-free shipment volumes rising 12.8% to roughly 179B units, including IQOS HTUs +11% to 155B units, oral nicotine pouches +18.5% (with U.S. ZYN shipments +37% to 794M cans, ~11.9B pouch equival
$Tesla Motors(TSLA)$$NVIDIA(NVDA)$ $Dow Jones(.DJI)$ πβ‘π AI Leaders Reignite, $TSLA Reclaims Structure as $NVDA Explodes Higher πβ‘π Iβm watching $TSLA reclaim critical structure in real time. A close above $413.50 snaps price straight back into the weekly blue box zone, effectively erasing yesterdayβs panic and restoring bullish momentum like nothing ever happened π π Liquidity hunts shake out weak hands, structure resets, and the trend quietly rebuilds. π¨π³ Tesla China VP Tao Lin also confirmed today the company will play an active role in advancing assisted driving tech across the Chinese market π₯ No timeline yet,
$Atlassian Corporation PLC(TEAM)$$ServiceNow(NOW)$ $AppLovin Corporation(APP)$ π― Executive Summary Iβm convinced Atlassian delivered a fundamentally strong quarter, yet markets punished the stock as forward guidance overshadowed execution. $TEAM is down roughly -3.4% today, making it one of the weakest performers on the Nasdaq, and earlier printed a seven-year low near $92.70. Shares are now down roughly -70% over the past 12 months as persistent pressure from the descending 120DMA and concerns around Data Center deceleration continue to dominate sentiment despite a clear Q2 revenue beat. Revenue reached $1.586B, up +23% YoY, Cloud reve
$Once Upon a Farm, PBC(OFRM)$$Freshpet(FRPT)$ $Bobβs Discount Furniture, Inc.(BOBS)$ ππ Big debut for $OFRM today!! π± Opened at $21 vs $18 IPO price, now +17% as the $198M deal (12X oversubscribed!) gives Once Upon a Farm an $845M valuation. Consumer IPOs have been hit-or-miss lately, early strength here will be one to watch π βπ Will it be the Freshpet $FRPT of toddler food? π’ Donβt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ππ Iβm obsessed with hunting down the next big movers and sharing strategies that crush it. Letβs outsmart the market and stack those gains together!
$Fortinet(FTNT)$$NVIDIA(NVDA)$ $Webull Corp(BULL)$ πππ All right! $FTNT! CLEAN BEATS & SHOOTING! +9% AH FORTINET $FTNT EARNINGS ARE OUT! π’ EPS: $0.81 | Est. $0.74 π’ REV: $1.905B | Est. $1.86B IMPLIED MOVE TOMORROW: Β±8.78%!! Fortinet $FTNT, Q4-25. Results: π Adj. EPS: $0.81 π’ π° Revenue: $1.91B π’ π Net Income: $506M π Strong finish to the year, driven by broad-based demand across the portfolio, which drove billings above the high end of guidance. π’ Donβt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ππ Iβm obsessed with hunting down the next big movers and sharing strategies
$Roblox Corporation(RBLX)$$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ πππ $RBLX TAKING OFFFF +18% ON DOUBLE BEAT!! πππ Roblox Corp. $RBLX, Q4-25. Results: π Adj. EPS: $-0.45 π’ π° Revenue: $2.22B π’ π Net Loss: $318.11M π Strong bookings and user engagement growth supported cash flow despite ongoing net losses. π’ Donβt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ππ Iβm obsessed with hunting down the next big movers and sharing strategies that crush it. Letβs outsmart the market and stack those gains together! π Trade like a boss! Happy trading ahead, Cheers, BC πππππ