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Daily irregular updates on US stock hotspots, analysis, commentary, and rumors. For entertainment purposes only — trade at your own risk contact @leexiaolung
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6 571
【F***】·Tue Aug 04 10:00:01 +0000 2026
$RKLB just did exactly what I was watching for.
> flow didn't just push past its plateau, it spiked to a fresh high right into the close, and price broke out right alongside it.
That flow jump is outsized relative to the price move, and that is flow leading with real conviction.
This was the bull case all along on this name, and today's the confirmation.
Continuation, not fade. I like it.
Crypto channel 👉 @cryptodata66
6 571
【🅱***】·Tue Aug 04 06:31:57 +0000 2026
$ASTS I'm not sure what is next, but I do know that the level has to be reclaimed before it can be tested and flipped to support. Trailing yesterday's entry, partial profits locked and fully expecting rejection. If higher today - my PT is $69.45 - then there is a high probability that the low is in.
Crypto channel 👉 @cryptodata66
6 571
【F***】·Tue Aug 04 07:00:01 +0000 2026
$ASTS pushing to fresh highs today, and flow is right there with it, also printing a new high for the period.
That's the tell we were waiting on: flow leading every turn all week and today it didn't fade into strength, it accelerated with price.
> week is still long, but right now this is the cleanest version of a breakout holding up that you can ask for.
Crypto channel 👉 @cryptodata66
6 571
【🅱***】·Tue Aug 04 05:27:41 +0000 2026
$SPCX Beautiful. Got the bear trap - now just needs through. If we can see $126 area, then hold the daily EMA9, the weekly lower high initiates.
This is an IPO. Simple principles of price discovery. Still holding those starters from two weeks ago. The idea was to buy a 4 hour bear trap so that I wouldn't have to participate in any breakout.
Crypto channel 👉 @cryptodata66
6 571
【H***】·Mon Aug 03 23:44:04 +0000 2026
The $SPCX IPO chart looking awfully similar to the $TSLA IPO chart.
Sure you can say a lot of hyped IPO's look similar in the beginning. Sure you can say everyone knows about the lock ups freeing.
But you can also say has it been all mostly priced in already?
I mean I gotta imagine so given how relentless the selling in SPCX has been everyday.
Not saying we zoom to ATH's, but it's reasonable to think we may just "hover" around here.
I'll be looking to sell some CSP's tomorrow.
If it bounces great. If it stays flat great. If it goes down, I don't mind owning it at around $90ish.
中文版看这 👉 @xfinance001
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【O***】·Tue Aug 04 01:40:00 +0000 2026
Best times for hyperscalers are yet to come.
Hyperscalers together added $1.5 trillion of backlog, while projected capex growth for 2027 is just $365 billion.
So, we can expect $1 of capex to generate roughly $5 of sales over 4-5 years, which means even a 13-14% operating margin will suffice to clear the 10% ROI hurdle rate.
The main leverage is that once these contracts are renewed, margins will jump as the equipment will have been fully depreciated but still useful. Six-year-old A100 GPUs still work, and they are in demand, validating this.
If the overall demand stays intact, hyperscalers will literally print cash.
$AMZN $MSFT $ORCL $GOOG
中文版看这 👉 @xfinance001
6 571
【T***】·Mon Aug 03 18:03:34 +0000 2026
$HIMS
It was infact an opportunity to add to your position
$HIMS long term holders know how this rolls
Every time the price hits or dips below $25, you add
This undervalued level has been in place since 2021
6 571
【T***】·Mon Aug 03 17:30:11 +0000 2026
$ADUR
Breakout
Retest
Take off
And up +16%
PT is $36
This is what you call free alpha.
6 571
【F***】·Mon Aug 03 19:00:01 +0000 2026
$HIMS — The weekly gameplan:
We lost the momentum cloud, and that puts the bulls on their heels right now, as the most important thing for them is reclaiming $29 and $31.86.
But failure to retake those, and the first real support is from the weekly chart around $21.
Crypto channel 👉 @cryptodata66
6 571
【F***】·Mon Aug 03 18:00:00 +0000 2026
$SOFI — The weekly gameplan
$SOFI is a boxed-in bastard, and that does give us some very clear ranges.
> Defensively, hold $15.
> Offensively, break $20.
Do either of those and we break free, but without either side breaking, this is a range-bound, boxed-in bastard of a stock.
中文版看这 👉 @xfinance001
6 571
【O***】·Mon Aug 03 21:04:41 +0000 2026
$META is now back at pre-earnings level, but it’s just the beginning.
It’s still too cheap at 16x 2027 earnings.
Let’s remember the main problem depressing the stock: Concerns about ROI on AI capex.
$AMZN and $MSFT earnings showed that we have started to see real ROI.
Now remember what Zuck said in the earnings call. He said they were open to reselling compute but they prioritised internal usage because ROI was even better.
Note that $META started showing ROI way earlier than hyperscalers in the form of better ad conversions and higher impressions. So, it should get even higher multiples than hyperscalers.
Expected ROI for hyperscalers is basically like the worst case scenario for $META. Optionality is immense.
$META is still too cheap here.
Crypto channel 👉 @cryptodata66
6 571
【O***】·Mon Aug 03 18:28:23 +0000 2026
$AMZN will be a $10 trillion company.
And it’ll be faster than you expect.
UBS projects $1.7 trillion revenue and $500 billion net income in 2030.
At 20x earnings, we are looking at a $10 trillion company.
You aren’t bullish enough.
6 571
【O***】·Mon Aug 03 13:24:39 +0000 2026
2. $CRWV
2027 P/S 1.6x
Consensus PT: $138
Implied Upside: 92%
Trading at just 1.3x 2027 sales.
The market doesn’t like it due to leverage but if the backlog converts, its interest payment as of revenue will drop from 22% this year to 7% in 2030.
Given that all hyperscalers say they can see excess demand for the next few years, I am confident that its backlog will convert.
Plus, after the backlog converts, it’ll likely resell the sane capacity at substantially higher rates as rental prices for even 6-year old A100 GPUs are up 20% YTD.
中文版看这 👉 @xfinance001
6 571
【O***】·Mon Aug 03 13:24:56 +0000 2026
10. $SOFI
2027 P/E: 20x
Consensus PT: $20
Implied Upside: 22%
The stock is depressed as the market priced lower interest rates toward last year, but we have never gotten it.
Thus the stock got hammered from $30 levels to $15 levels.
It’s currently performing amazingly well, but it doesn’t revise guidance upward to be prudent, depressing the stock.
Even if rates remain high, it’s guiding for 38% annual earnings growth through 2028, which puts it 15x 2028 earnings.
It’ll do even better if we get lower rates and the market will have to catch up with the fundamentals sooner or later.
Crypto channel 👉 @cryptodata66
6 571
【W***】·Mon Aug 03 20:57:13 +0000 2026
Picture perfect bounce on $QQQ. Who doesn't love an overall green day?
ETFs rallying as well, with $WGMI up over 6% today (loving the $CRWV and $NBIS action).
Also seeing the $HUMN ETF pick up momentum... could be a sign to rotate back into robotics and humanoids again?
Crypto channel 👉 @cryptodata66
6 571
【W***】·Mon Aug 03 14:13:06 +0000 2026
Beautiful ~31% swing on $AAOI. I hope some of you caught that bounce from my post last week!
Bigger move to come when BDs start rolling in. I'll share updates as we go. 🫡
The message was pushed by @xfinancbot.
6 571
【T***】·Mon Aug 03 15:05:40 +0000 2026
‘Why are you buying $UNH at $240 in the middle of an Ai bull market?
- Jumps +100%
‘Why are you buying $AMD at $98 when they’ll never be able to compete with $NVDA’
- Jumps +400%
‘Why are you adding $ASTS at $24? They are pre revenue…’
- Jumped +380% and we trimmed before the decline
‘Why are you buying Silver at $24 and worrying about safe havens when we are in a bull market?
- Jumps +350% WHILE STILL IN A BULL MARKET
‘Why do you hold Cash in a bull market?’
- So I’m always ready to buy a bargain, Buffett holds nearly $400 Billion In Cash, I can assure you he’s smarter than all of us
‘Why are you buying $NVO between $30-$60’
- Because I understand their fundamentals and this will return to $140
‘Why are you hedging against the US by adding $BABA, $BIDU, $JD and $SE’
- because value is not racist, the market will simply rotate to value, it doesn’t care where it is. Fundamentals always matter.
6 571
【T***】·Mon Aug 03 13:42:57 +0000 2026
$SPCX clearly has a date with the $100 level next
But will it do what I said will happen the day before it IPO's and drop down to -50% of its IPO level and hit $68 this year?
It is possible.
6 571
Analysts at Freedom Global lowered their target price for Nextpower shares to $122
After the market close on July 30, 2026, Nextpower (NXT) reported strong results for the first quarter of fiscal year (FY) 2027, driven by sustained demand in the United States, further platform expansion, and a record order backlog of more than $5.5 billion.
Revenue rose 8% year-over-year to a record $935 million, adjusted EBITDA increased 8% to $233 million, and adjusted earnings per share rose to $1.20 from $1.16. Gross margin expanded by 3.3 percentage points to 35.9% due to a favorable sales mix, TrueCapture growth, and tariff recovery, but operating expenses grew faster than revenue, leaving adjusted operating margin unchanged at 24.4%.
Adjusted free cash flow grew 50% year-over-year to $105 million, and the company ended the quarter with approximately $1.2 billion in cash and no debt.
Management raised the lower end of its FY2027 guidance, lifting revenue to $4.1–4.4 billion and adjusted EBITDA to $870–930 million, while leaving the upper end unchanged.
“We upgrade NXT from ‘Hold’ to ‘Buy,’ but lower the target price to $122 from $145 based on a discounted cash flow (DCF) valuation of the firm’s free cash flow (FCFF) for fiscal years 2027–2031. The lower target price primarily reflects a more conservative assumption for the growth rate in the terminal period: we raise our revenue forecasts, but the projected free cash flow is virtually unchanged,” Freedom Global analysts noted.
NextPower Inc. (NXT) is an American company that develops and supplies integrated technology solutions for solar power plants.
6 571
【T***】·Sun Aug 02 12:30:07 +0000 2026
$SLNH what are we seeing here, and why I will continue to add..
The breakout level is right around $1.25.
Once a chart attempts to breakout, it is not unusual for a pullback to test the breakout level again for support.
For me, I believe the Wave 3 target is $4.
First, we have to see a breakout above the 2 moving averages around $1.50.
Crypto channel 👉 @cryptodata66
