$Roblox Corporation(RBLX)$$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ ๐๐๐ $RBLX TAKING OFFFF +18% ON DOUBLE BEAT!! ๐๐๐ Roblox Corp. $RBLX, Q4-25. Results: ๐ Adj. EPS: $-0.45 ๐ข ๐ฐ Revenue: $2.22B ๐ข ๐ Net Loss: $318.11M ๐ Strong bookings and user engagement growth supported cash flow despite ongoing net losses. ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐๐ Iโm obsessed with hunting down the next big movers and sharing strategies that crush it. Letโs outsmart the market and stack those gains together! ๐ Trade like a boss! Happy trading ahead, Cheers, BC ๐๐๐๐๐
$Bobโs Discount Furniture, Inc.(BOBS)$$Bassett Furniture(BSET)$ $Hooker Furniture(HOFT)$ ๐๐พ๐ฅ๐๏ธ๐ช Bobโs Discount Furniture $BOBS pops in debut today!! โข $331M IPO priced at $17 โข Stock +11% to $18.5 โข Roughly $2.4B valuation โข 200+ stores, targeting 500+ by 2035 โ๐ Is the consumer IPO window cracking open again?? ๐ ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐๐ Iโm obsessed with hunting down the next big movers and sharing strategies that crush it. Letโs outsmart the market and stack those gains together! ๐ Trade like a boss! Happy trading ahead, Cheers, BC ๐๐๐๐๐
$Strategy(MSTR)$ STRATEGY $MSTR EARNINGS ARE OUT! ๐ด EPS: -$42.93 | Est. -$20.99 ๐ข REV: $122.99M | Est. $118.47M IMPLIED MOVE TOMORROW: ยฑ7.09%!!
@Barcode:$Strategy(MSTR)$$CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ ๐จโฟ๐ BTC Enters Monthly Bear Cycle, $MSTR Breakdown Intensifies ๐โฟ๐จ I believe BTC has now entered a monthly bear cycle, and the transition from expansion into correction is now transmitting directly into BTC-proxy equities like $MSTR. Iโm stepping back from intraday noise and focusing on higher timeframe structure because regime shifts register here first, and right now structure is delivering a clear message. ๐ โฟ BTC Monthly Structure Breakdown Iโm treating the 118k to 127k zone as the likely cycle high f
$Blue Owl Capital Inc.(OWL)$$Blackstone Group LP(BX)$ $Apollo Global Management LLC(APO)$ ๐๐ฆ๐ Blue Owl Capital options flow intensifies as put dominance accelerates post-earnings ๐๐ฆ๐ Iโm seeing aggressive institutional flow and positioning sharpen in Blue Owl Capital following the latest session, and the scale of activity now stands out clearly across the tape. Roughly 94,500 puts traded, about 240% above normal daily put volume, while the stock closed โ3.9% at $11.59 on ~38M shares, more than double typical turnover. This is coordinated institutional positioning, not fragmented retail flow, pointing to systematic hedging, volatility positionin
$Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$ ๐จ๐ช๐ COIN Decision Zone Live, BTC Bear Cycle Driving Next Liquidity Move ๐๐ช๐จ ๐ช $COIN, Structure Inflection in Play I'M watching $149โ150 as the active decision zone. That level preserves the right shoulder of the inverse H&S. Hold keeps recovery structure viable. Lose it and liquidity below becomes the magnet, with the $133โ137 gap the natural rotation target. There is no ambiguity here. This is structure resolving in real time. From this point, $COIN largely behaves as
$Palantir Technologies Inc.(PLTR)$ $Rigetti Computing(RGTI)$ $AST SpaceMobile, Inc.(ASTS)$ ๐๐ง ๐ฅ Momentum Unwind Hits AI Leaders, Is $PLTR Resetting or Breaking? ๐ฅ๐ง ๐ A regime shift is spreading across the AI and high beta complex, and Palantir now provides the clearest signal that momentum has decisively unwound after an extended multi quarter run. Despite delivering a strong earnings beat, price action confirms that positioning and valuation, not fundamentals, are now driving the tape. This is where crowded winners either reset or break. $PLTR now trades rough
$Ensign(ENSG)$$WELLTOWER OP LLC(WELL)$ $Omega Healthcare Investors(OHI)$ ๐๐๐ฐ Ensign Group $ENSG Breaks Out On Earnings Execution, Guidance Ignites Re-Rating ๐ฐ๐๐ Iโm watching Ensign Group dominate Nasdaq action following a powerful earnings reaction that pushed the stock to fresh all-time highs and delivered its strongest single-day performance in more than five years. Momentum, guidance strength, and institutional flow aligned perfectly. ๐ Price Action Explosion Iโm seeing $ENSG trading around $194.7 after ripping roughly +12.3% on the session, briefly tagging a record $199.01 intraday. The move decisively cleared prior resistance, forcing u
$Strategy(MSTR)$$CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ ๐จโฟ๐ BTC Enters Monthly Bear Cycle, $MSTR Breakdown Intensifies ๐โฟ๐จ I believe BTC has now entered a monthly bear cycle, and the transition from expansion into correction is now transmitting directly into BTC-proxy equities like $MSTR. Iโm stepping back from intraday noise and focusing on higher timeframe structure because regime shifts register here first, and right now structure is delivering a clear message. ๐ โฟ BTC Monthly Structure Breakdown Iโm treating the 118k to 127k zone as the likely cycle high f
$Tesla Motors(TSLA)$$Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ ๐จ๐ฐ๐๏ธ Iโm seeing meaningful institutional signals lining up around $TSLA right now, and the capital flows are getting hard to ignore. ๐จ ARK Investโs $ARKX just added 35,766 shares of Tesla, roughly $14.5M at the $406.01 close. Cathie Wood stepping in here signals conviction into weakness rather than chasing strength. ๐ฐ๐๏ธ๐จ Zurcher Kantonalbank also lifted its Tesla exposure by 6.28%, adding 130,827 shares and bringing total holdings to 2,214,141 shares, worth nearly $996M in the latest 13F. Thatโs steady institutional accumulation, not speculative trading. ๐จ Then the real lon
$Strategy(MSTR)$$CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ ๐๐๐ $MSTR earnings due tomorrow and the real tell isnโt EPS, itโs dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade โ ๏ธ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 ๐ฑ โโโโโจ โฃโกโโโโโ โโโโโ! โโโโโกโข, โโ๐๐๐
$RTX Corp(RTX)$$Lockheed Martin(LMT)$ $Northrop Grumman(NOC)$ ๐๐ $RTX's Raytheon just locked in a 7-year Pentagon deal to surge missile output.. Tomahawks ramping toward 1,000/yr, AMRAAM โฅ1,900/yr, SM-6 >500/yr!! Clear signal DoD is restocking and committing to multiyear demand. Defense upcycle & visibility for $RTX!! $RTX | ๐๐๐ ๐๐จ๐ซ๐ฉ: Wolfe Research reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, maintains ๐๐ ๐๐ญ $๐๐๐ Analyst sees $7โ8B upside from missile build-out, with Raytheon segment growth acceleration and notes improving defense positioning. $LMT, $NOC, $RTX and other A&D names all catching a bid. WTI crude up almost 1% Iran talks on Fri are cancelled
$Texas Instruments(TXN)$$Silicon Laboratories(SLAB)$ $Enphase Energy(ENPH)$ ๐ ๐ Silicon Labs $SLAB is among the top performers on Nasdaq today after agreeing to $7.5B buyout proposed by Texas Instruments $TXN . SLAB +49.3% today to trade at $204.03, marking its best daily pop EVER, after earlier hitting a three year high of $207.49. SiliconLabs $SLAB, Q4-25. Results: ๐ Adj. EPS: $0.56 ๐ข ๐ฐ Revenue: $208.2M ๐ข ๐ Net Loss: $2.7M ๐ Strong YoY revenue growth driven by Industrial & Commercial, with margin expansion and non-GAAP profitability. ๐ โโโโโจ โฃโกโโโโโ โโโโโ! โโโโโกโข, โโ๐๐๐
$Walt Disney(DIS)$$Paramount Global(PARAP)$ $Netflix(NFLX)$ ๐ฌ Disney CEO Succession (Again) ๐ฟ Bob Iger has selected his successor for the SECOND time in 6 years. ๐ฐ Josh DโAmaro has been unanimously chosen by Disneyโs board to become the next CEO of Walt Disney Co. ( $DIS). ๐ DโAmaro will officially take over from Bob Iger on March 18, 2026, and is expected to join the board the same day. Another major leadership reset at Disney ๐ฅ ๐ฅ๐ฌ๐ฟ โโโโโจ โฃโกโโโโโ โโโโโ! โโโโโกโข, โโ๐๐๐
$Sea Ltd(SE)$$Alibaba(BABA)$ $MercadoLibre(MELI)$ ๐จ๐๐ฅ Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates ๐ฅ๐๐จ Iโm seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10ร normal volume. Feb 130p is the most active strike while fresh positioning builds in June 100p. Price is down about -6% on the day, trading near its lowest level since April and still roughly -13% Y/Y as momentum unwinds across growth names. Yet the earnings and cash flow trajectory keeps strengthening. TTM revenue now exceeds $21B, growing about 38% YoY, with a 5-year revenue CAGR near 22%. Pr
๐๐ DaVita $DVA Explodes Higher as Momentum Regime Flips ๐๐
$DaVita HealthCare Partners(DVA)$$Teradyne(TER)$ $Ball Corp.(BALL)$ DaVita $DVA is dominating NYSE flows today, ripping +25% to $138.97 after a decisive earnings beat that completely resets the stockโs technical structure. Iโm seeing one of the strongest reversals in decades as price powers back above the 200DMA for the first time since November, signalling a shift from prolonged downtrend toward renewed momentum leadership. For months, price was trapped inside a descending channel with contracting volatility. This session shattered that regime. Strong volume confirmation and a clean break through layered resistance zones now place price abov
๐ฅ ๐๐ช OPENDOOR $OPEN Pops On Housing Sentiment Boost ๐ฅ๐ช๐
$Opendoor Technologies Inc(OPEN)$$GameStop(GME)$ $SanDisk Corp.(SNDK)$ โก $OPEN ripped nearly +8% intraday as rotation accelerated back into oversold housing plays and momentum reversed after an extended selloff phase. ๐ Rocket CEO confirms mortgage volumes are surging back toward 4-year highs, with production pacing improving, signalling demand is thawing across US housing activity. ๐๏ธ Developers are now advancing large-scale โTrump Homesโ concepts targeting up to 1M entry-level homes, roughly $250B in potential supply expansion. Increased inventory and turnover directly lift transaction velocity, exactly where Opendoorโs high-volume iBuying
$McDonald's(MCD)$$Paramount Global(PARAP)$ $Top Wealth Group Holding Limited(TWG)$ ๐จ๐จ๐จ Wild collab: McDonald's $MCD x Paramount Caviar are launching a โMcNugget Caviar Kitโ featuring caviar, crรจme fraรฎche, spoon, and a $25 Arch Card for the nuggets. Giveaway-only drop on Feb. 10. Iโm seeing a clear sentiment shift in $MCD after BTIG upgraded the stock to Buy with a $360 price target, pointing to roughly +14% upside as traffic momentum rebuilds across the system. ๐ Value strategy is working again Franchise checks show the value reset is pulling customers back. Extra Value Meals combined with the $5 and $8 meal platforms are driving stronger g
๐๐๐น $PLTR Palantir & $AMD earnings inflection, positioning reset, and where liquidity moves next ๐น๐๐
$Palantir Technologies Inc.(PLTR)$$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ I see this earnings window as a critical positioning pivot across AI, software, and semiconductors, with both $PLTR and $AMD sitting at levels where expectations, liquidity, and options flow can rapidly reprice direction across markets. All eyes are now on $PLTR reporting after the bell, with $AMD following immediately after as momentum builds into its own print. ๐ Why $PLTR matters right now โข $PLTR trades below its 200DMA for the first time since Aug 2024 โข Lowest close since July, signalling optimism has cooled โข Positioning has materi