@Barcode:$NVIDIA(NVDA)$ ๐จ Nvidia $NVDA disclosed that one customer drove 23% of Q2 sales ($10.8B) and another 16% ($7.5B). Thatโs nearly $18.3B combined, all tied to Compute & Networking (data center). Huang "The age of physical AI has arrived unlocking entirely new industries in robotics, industrial automation, every industry in every industrial company, will need to build two factories." Rubin platform already in production: "six new chips...have all taped out to TSMC" representing "3rd generation NVLink Rack Scale AI supercomputer" with "much more mature and fully scaled up supply chain." "Rubin is gonna have a whole bunch of new ideas. I've got plenty of time between now & a year from now to tell about all the breakthroughs that Rubins are
@Barcode:$NVIDIA(NVDA)$ ๐จ๐โผ๏ธ NVIDIA Q2 2025 EARNINGS: - $46.7B revenues, +56% YoY - $26.4B net income, +59% YoY - 72% gross margins, +20% QoQ - $60B buybacks - $54B revenue guide Q3 The most exciting thing about this quarter is that Nvidia did NOT include ๐จ๐ณ China sales in guidance. Outstanding! Stock falls over -5% after reporting record quarterly revenue of $46.7 billion. Nvidia beat both revenue and EPS expectations, but the stock is down sharply ๐คทโโ๏ธ ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐๐ Iโm obsessed with hunting down the next big movers and sharing strategies that crush it. Letโs outsmart the market and stack those gains together! ๐ Trade like a boss! Happy
@Barcode:๐ฅ Earnings Inferno Meets Powellโs Cut: Why I Believe This Week Will Redefine Markets and Test AIโs Core Strength ($NVDA, $MDB, $BABA, $DELL, $MRVL) ๐ฅ
The political angle you laid out on Trumpโs proposed equity stake is fascinating, it completely changes how I think about Intelโs balance sheet risk. When I compare it to $AMDโs premium multiples, Intelโs valuation spread looks like a setup that could easily pull ETF flows in its direction.
@Barcode:๐๐ฏ๐ฅ Intelโs Defining Inflection: Political Catalysts, Technical Breakout, and Historic Positioning ๐ฅ๐ฏ๐
@Barcode:$Trump Media & Technology(DJT)$$Home Depot(HD)$$Qualcomm(QCOM)$ ๐จ๐ฐ๐๏ธ ๐บ๐ธ Trump is buying bonds like crazy. 1๏ธโฃ 690 transactions. $104M in corporate & muni debt. ๐ต 2๏ธโฃ Companies directly impacted by his policies: Qualcomm, Home Depot, T-Mobile, Meta. Unlike past presidents, he never divested. Conflict of interest or smart play? Source: nbcnews
@Barcode:$Coca-Cola(KO)$$Amazon.com(AMZN)$ ๐๐ ฑ๏ธ Uอ Lอ Lอ Iอ Sอ Hอ๐บ ๐ฅค๐๐ฅ ๐ I never thought we'd see the day when $AMZN Amazon would be outperformed by $KO Coca-Cola! Let's go $KO! ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐๐ Iโm obsessed with hunting down the next big movers and sharing strategies that crush it. Letโs outsmart the market and stack those gains together! ๐ Trade like a boss! Happy trading ahead, Cheers, BC ๐๐๐๐๐
@Barcode:$Defiance Large Cap ex-Mag 7 ETF(XMAG)$$Roundhill Magnificent Seven ETF(MAGS)$$NVIDIA(NVDA)$ ๐จ๐ Mag 7 Flow Shift $24,000,000+ in single-leg, <=90DTE calls have been dumped on Mag 7 today while $19M+ in puts have been scooped up ๐ฅ๐ฐ $9,000,000+ in single-leg, <=90DTE calls have been unloaded on $NVDA again today with $5M+ in puts scooped up ๐ฐ๐ โก๐ $VIX Flow Alert Over $2,000,000+ in single-leg, ๐ฉ <=90DTE calls have been scooped up on $VIX today, compared to just $366K in puts. Traders are loading up on volatility bets, this imbalance could spark major moves ahead. Stay sharp ๐๐ฅ ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edg
@Barcode:$Hims & Hers Health Inc.(HIMS)$ ๐ขโ๏ธ๐ My thoughts and prayers today are with $HIMS shareholdersโฆ may their portfolio find a life raft before it turns into HIMS Titanic & Hers Iceberg Ltd ๐ขโ๏ธ๐ $HIMS has broken above $60 four times this year, but each time shorts pushed it back down. The last time it fell to this level was on June 25, after which it rallied 50%. ๐$HIMS revenue is exploding, Q3 should top $600M. Every time shorts knocked it off $60, it found a way back, with Juneโs drop turning into a 50% rally. Sellingโs slowing now, feels like one last shakeout before liftoff. If we get sub-$40, thatโs the sweet spot Iโm watching. ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move m
@Barcode:$Strategy(MSTR)$ ๐จ๐ฅ $MSTR Options Flow Alert ~ Over $31,000,000+ in single-leg, <=90DTE puts have been bought on $MSTR today, alongside $6M+ in calls sold. $MSTR is down over $26, or 7.3% intraday ๐๐ฅ Bitcoin weekly Ichimoku cloud shown. Tenkan-san pointed by arrow. This is bullish! 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
The $302.68 pivot you flagged is everything, and I like how you tied in the $317.50 and $325 break zones with the broader narrative. Itโs the same setup we saw in $GS when the tape screamed higher while estimates trended lower, conviction has to be earned by price holding those levels. Thank you for an excellent write-up BC!
@Barcode:๐ฅ๐๐ ๐ฅ๐๐ UnitedHealth: breakout setup vs collapsing fundamentals ๐
@Barcode:$Baidu(BIDU)$ ๐๐ค๐น Baiduโs Bold Play: Green Flag or Red Alert? ๐น๐ค๐ Iโm looking at Baidu ($BIDU) and the narrative is shifting fast. The stockโs been bouncing off recent lows, and big voices are leaning bullish; Dan Ives, Cathie Wood, and Triata Capital have all put their names behind Baiduโs upside potential. That kind of sentiment doesnโt happen without a story building underneath. ๐ฆ Global expansion in autonomous vehicles Baiduโs Apollo Go isnโt just a Chinese experiment anymore. Theyโve announced a partnership with Lyft to push robotaxis into Germany and the UK by 2026, pending approvals. On top of that, Hong Kong has just approved pilot testing for Apollo Go in the Southern District. Thatโs a material step toward international scale, not just h
@Barcode:$WTI Crude Oil - main 2510(CLmain)$$Brent Last Day Financial - main 2510(BZmain)$ ๐บ๐ธ๐ท๐บ TRUMP PUTS TARIFF THREATS ON HOLD, OIL MARKET BREATHES Oil prices barely moved after Trumpโs Alaska summit with Putin. No new sanctions. No tariffs. No pressure. Brent sits at $65.79, WTI at $62.82. Traders expected chaos, but got a stalemate. Why? Trump hinted China tariffs could come โin 2 or 3 weeks.โ For now, the worldโs #1 oil importer keeps buying Russian crude. The real flashpoint? Tomorrowโs Trump-Zelensky showdown in DC, with Europe in tow. Source: Reuters ๐ข Donโt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ๐๐ Iโm obsessed with hunting
@Barcode:$United States Brent Oil Fund LP(BNO)$$Texas Oil Index ETF(OILT)$$Brent Last Day Financial - main 2510(BZmain)$ ๐บ๐ฆ๐ท๐บPEACE IN UKRAINE COULD SLASH OIL PRICES GLOBALLY The war in Ukraine rewired oil markets, locking them in crisis mode for 3 straight years. Brent crude sits near $65 per barrel. West Texas Intermediate hovers around $63. The prices - though lower than the 2022 peaks - are still elevated, driven by disrupted supply chains, Western sanctions, and OPEC+ production cuts that refuse to budge. Since the G7 imposed a price cap on Russian seaborne oil in 2022, much of Russiaโs output has remained discounted, yet the overall supply crunch pushed global p