It’s Coming. In the season of quarterly earnings report, TV darling $Netflix(NFLX)$ is due to report its own on Thu, 16 Jul 2026 after market has closed. Before that happens, let’s recap what have been happening to NFLX since walking away from the $Warner Bros. Discovery(WBD)$ bidding war; that incidentally is still facing a lot of oppositions on its merger with $Paramount Skydance Corp(PSKY)$. $Bank of America(BAC)$ is still bullish about NFLX with a 'Buy' rating and a price target $125 per share, despite a -19.19% decline in its shares YTD. (see below) As of 14 Jul 2026 According to BAC, NFLX’s YTD decline reflects: Inve

The interplay between the cooling inflation data (both CPI and PPI prints) and the corporate earnings season creates a dynamic environment for the markets as we head toward Friday's close on July 17, 2026. Here is a breakdown of how these macro and micro elements are shifting capital across sectors and setting the stage for the end of the week. 1. Does Cooling Inflation "Boost" the Earnings Season? Yes, but less through direct corporate bottom lines this exact quarter, and more through multiple expansion and forward guidance. The Valuation Lift: The biggest relief from the softer inflation numbers is the pressure it removes from the Federal Reserve. Lower inflation lowers bond yields (with the 2-year Treasury yields slipping down). When yields fall, equity valuations—especially for high-gr

$Rocket Lab USA, Inc.(RKLB)$ $Kratos Defense & Security Solutions(KTOS)$  $SpaceX(SPCX)$  🚀 $RKLB Ready for Liftoff? Options May Be Pricing This One Wrong 📈🌕🚀 The options pit may be underestimating $RKLB. Rocket Lab is flashing one of its strongest historical setups: • SVI: 96% • SVS: 87/100 The stock is now testing its 200-day moving average following a sharp July pullback. History suggests this has been a high-probability opportunity. The last five times this signal appeared: ✅ Higher one month later 80% of the time 📈 Average 30-day gain: +37.1% What’s particularly interesting is that Rocket Lab has repeatedly exceeded options traders’ i

$Microsoft(MSFT)$   $Alphabet(GOOGL)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Opened Bull Put spreads on MSFT and GOOGL today as [USD]  seems to be shifting from Semiconductors back to Mag 7, excluding TSLA and NVDA. Still believe in the instrinsic factors and business moat for these businesses. LETS GO![Salute]   @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[Claw]  

OpenAI is officially preparing to move beyond the browser, with recent reports indicating that the company’s first consumer hardware product will be a portable, screen-free smart speaker. $Oracle(ORCL)$   $Sonos Inc(SONO)$   $Alphabet(GOOG)$   $Amazon.com(AMZN)$   ​Designed as a "physical manifestation" of ChatGPT, the device is intended to function less like a traditional smart speaker and more like a proactive, human-like AI companion. ​Key Features of the Device ​"Alive" Personality: Unlike static smart speakers, this device will incorporate mechanical elements that move on their own

$RH PetroGas(T13.SI)$ 0.3 Target Price    RH PetroGas's near-to-medium-term growth catalysts are centered on the success of its 2026 exploration drilling campaign in Indonesia, primarily the NW Klagagi-1 (NWK-1) well currently being drilled and the upcoming Birawa-1 well . A successful discovery could unlock significant value, while the company's robust balance sheet (no debt and US$65.4M in cash) provides the financial stability to fund this organic growth without dilution. --Key Growth Catalysts & Supporting Data-- 1. Drilling Campaign as Primary Growth Driver: The most immediate and high-impact catalyst is the two-well exploration program for YR-2026. NW Klagagi-1 (NWK-1) Well: This well was spudded on 25-June-2026, ta

When Wall Street Can't Even Agree on Reality Every so often I come across a stock where the numbers tell one story and investors tell another. $Paramount Skydance Corp(PSKY)$ is one of those rare occasions. The company is covered by 27 analysts, yet only 52% rate it a Buy. That is effectively a coin toss for a company of this size. Even more striking, price targets range from just $2 to $20 a share, while the average target has quietly fallen by almost 10% over the past three months. That isn't normal disagreement over valuation. It's a disagreement over what Paramount Skydance will actually become. For me, that's what makes this one of the most fascinating investments in today's market. Investors aren't simply debating earnings; they're debating

$Netflix(NFLX)$ is scheduled to release its fiscal Q2 2026 earnings tomorrow, Thursday, July 16, 2026, after the market closes. With the stock trading roughly 25% lower year-to-date (underperforming the S&P 500’s 9% gain), expectations are relatively muted. This muted sentiment presents unique setups for short-term traders. Below is the breakdown of consensus expectations, the critical metrics that will move the stock, and actionable short-term trading opportunities. Q2 2026 Consensus Expectations Note on EPS: The sharp YoY decline in EPS is largely due to seasonal adjustments, higher content amortization in the first half of 2026, and a distorted Q2 2025 comparison. Netflix (NFLX) reported its fiscal Q1 2026 earnings on April 16, 2026. While

$Lucid Group Inc(LCID)$ $Rivian Automotive, Inc.(RIVN)$  $Tesla Motors(TSLA)$  🚨📉 $LCID Plunges Over 50% in Historic Sell-Off as Bankruptcy Rumours Swirl ⚡ $LCID suffered the largest one-day collapse in its history after an unconfirmed report suggested the EV maker was exploring strategic options, including a Chapter 11 bankruptcy filing or a Saudi-backed take-private transaction. The stock plunged more than 50% intraday, triggering multiple volatility halts and erasing billions of dollars in market value within minutes. Lucid has since issued a firm response, calling the bankruptcy and take-private reports “completely false.” Key developments

$JD.com(JD)$ $SK hynix(SKHY)$  $Alibaba(BABA)$  🚀 $SKHY vs $JD $BABA $BIDU: History Shows Every IPO Takes Its Own Path How have some of the biggest Asian tech companies performed after listing in the U.S.? The first year tells a fascinating story. 🏆 $JD was the standout performer: 📈 +26% after 1 month 📈 +48% after 3 months 📈 +67% after 12 months Meanwhile, two of the region’s biggest names struggled despite enormous investor excitement. 📉 $BABA: -32% after 12 months 📉 $BIDU: -40% after 12 months The lesson? A blockbuster IPO doesn’t guarantee blockbuster returns. History reminds us that market expectations, valuation and execution matter far mor

Intro. My last post on $Microsoft(MSFT)$ was back in 29 Apr 2026, just before it released its Q3 2026 earnings. click here ! to re-read the post. Since then, much have happened that caused it stock price of $424.64 per share to consolidate further. I think it is a timely revisit to see what have transpired between my last post until 08 Jul 2026. Agree ? The Verdict. Microsoft did not really break down after 29 Apr 2026; it just kept moving sideways because the market had already priced in a lot of the AI and cloud strength. Investors then focused on slower parts of the business, higher capex, and the question of how quickly AI spending will turn into even bigger profits. The

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $Microsoft(MSFT)$  🔥 $NVDA vs $TSLA: 66M Options Traded in 10 Days! Who Wins Next? 👀 $NVDA continues to dominate the options market, with an incredible 33.67 million contracts traded over the past 10 days. $TSLA is right behind with 32.22 million, proving AI and EVs remain the market’s favourite battlegrounds for traders. 📊 Top 10 by 10-day options volume: 🥇 $NVDA: 33.67M 🥈 $TSLA: 32.22M 🥉 $AAPL: 14.01M 4️⃣ $MU: 8.32M 5️⃣ $AMZN: 7.96M 6️⃣ $META: 7.71M 7️⃣ $MSFT: 7.43M 8️⃣ $SPCX: 7.15M 9️⃣ $INTC: 6.63M 🔟 $PLTR: 5.74M Tesla $TSLA remains one of the busiest names in the options market. Jefferies recently raise

$ProShares UltraPro QQQ(TQQQ)$  go go go up.. to the moon

$Nokia Oyj(NOK)$ 17 Target Price.  The primary driver for NOK is its successful transformation from a traditional telecom equipment provider into a core supplier for AI data center infrastructure. This transition is underpinned by surging demand for its optical network solutions and strategic partnerships. NOK Growth Catalysts & Quantitative Evidence: 1. Explosive Growth in AI & Cloud Business-- This is the primary near-term catalyst. The AI & Cloud division is experiencing explosive growth, with Q1 2026 revenue surging +49% YoY. It generated €1 billion in new orders in Q1-2026 alone, with a book-to-bill ratio of approximately 3x, indicating a strong demand pipeline that far exceeds current delivery capacity. Nokia h

Can TSMC's Record June Sales Steady the Chip Selloff? Korea Shakes Chip Sentiment Global technology sentiment weakened after $Samsung Electronics (005930.KR)$ and $SK Hynix (000660.KR)$ sold off sharply in Seoul. $SK hynix(SKHY)$   faced profit taking following its strong Nasdaq debut, while investors also questioned whether HBM4 shipments had increased as quickly as expected during the second quarter. Rising oil prices and geopolitical tensions added to the broader risk reduction. The selloff raised a larger question: has semiconductor sentiment weakened faster than the underlying AI demand? TSMC Delivers a Strong Counter Signal $Taiwan Semiconductor Manufacturing(TSM)$ 

Inside $Summit Therapeutics PLC(SMMT)$ $15 Billion Leap of Faith Every bull market eventually produces a stock that stops behaving like a company and starts behaving like a referendum. Right now, that stock may be Summit Therapeutics. On one side sit investors convinced ivonescimab is the most important oncology breakthrough in years. On the other are sceptics who see a company worth billions despite having virtually no commercial revenue and a single regulatory hurdle capable of changing everything overnight. The truth is that both camps have a point. And that is precisely why Summit has become one of Wall Street's most fascinating battlegrounds. Wall Street is pricing probabilities, not profits The Drug That Started the Argument Summit's investm

While everyone is chasing hyped-up AI software, smart money is quietly moving into the unsexy hardware that actually makes robots move. Enter Regal Rexnord $Regal Rexnord(RRX)$  —a boring, 100-year-old heavy industry giant trading at ~$214.90 ($14.3B market cap) that just accidentally positioned itself perfectly for the humanoid robot revolution. 🔩👇 🚨 THE MORGAN STANLEY BOMBSHELL: The 300x Bearings Boom Morgan Stanley just dropped a thesis that flips the robotics trade on its head. Forget the brains—let’s talk about the joints. Precision Bearings. 1️⃣ Architecture-Agnostic: It doesn’t matter if Tesla, Boston Dynamics, or Figure wins the humanoid robot war. They ALL require bearings to move. 2️⃣ 300x Growth by 2050: The market for robot bearing

1. Key News/Movements Worth Noting Geopolitics & Oil: Renewed U.S.-Iran hostilities (including strikes, revoked oil sale licenses, and threats) have kept oil volatile. Brent crude has traded around $76–79+/bbl recently after spikes, with concerns over the Strait of Hormuz. This supports energy stocks but adds broader risk. Earnings Season Launch: Big week ahead. Major banks (JPMorgan, Citigroup, Goldman Sachs, Bank of America, Wells Fargo) report starting Tuesday. Semis like ASML and TSMC mid-week; UnitedHealth and Netflix later. Expectations are high for banks and tech/AI exposure. Economic Data: CPI (likely Tuesday) and PPI (Wednesday) for June will be watched closely for inflation trends amid Fed rate considerations. Other items: Treasury budget, small business index, Fed speeches.