US_stock hotspots
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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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6 607
【O***】·Wed Aug 12 20:25:48 +0000 2026
I think the market still underestimates the neo-cloud potential.
When $SPCX started to charge 3-5x the neo-cloud contract rates in large-scale/short-term compute market, I said it would eventually bring neo-cloud rates up.
We are already seeing this.
$NBIS management said today that they could sell all their 2027 capacity today, but they prefer to hold for better pricing and they actually signed their first customer between $40-$50 million per MW range.
This means customers will have to eventually bid up for long-term contracts to get allocations today.
Imagine what’ll happen to their earnings and ROI if average contract rates just double from here?
They’ll literally print money.
$NBIS $CRWV
Crypto channel 👉 @cryptodata66
6 607
【O***】·Wed Aug 12 18:05:22 +0000 2026
Stanley Druckenmiller: “I'm not sure I've ever made money in shorts.”
He broke the Bank of England with Soros by shorting the Pound. And he still says shorting is rarely profitable.
Yet, some people still decided to short a generational company like $NBIS.
People never learn.
Crypto channel 👉 @cryptodata66
6 607
【O***】·Wed Aug 12 09:06:56 +0000 2026
$CRWV extends an A100 contract into 2029.
You know what this means?
It means hyperscalers are under-earning.
Over the next 2-3 year, they’ll renew H100 and H200 contracts at premiums on the original prices.
And cash flows will explode post-2027.
$MSFT $GOOG $AMZN $ORCL
中文版看这 👉 @xfinance001
6 607
【F***】·Wed Aug 12 18:30:00 +0000 2026
$ASTS (Whale Watch) - 🟢 Money's piling in at 70 and 75
Big money is leaning bullish here, concentrated right at the 70 and 75 strikes — both sitting almost exactly on the current price, which is usually the strongest kind of conviction you can see.
Several other levels are backing that up too, all climbing the same direction, while the bearish side has been fading instead of digging in. One level has cooled off a bit from its peak, worth keeping an eye on, but it hasn't dented the broader picture yet.
中文版看这 👉 @xfinance001
6 607
【O***】·Tue Aug 11 20:48:01 +0000 2026
$CRWV backlog has gone from $25 billion to $104 billion in 6 quarters.
If they included $25 billion customer commitments came in the early days of Q3, QoQ growth would be 31%.
We aren’t bullish enough.
6 607
【O***】·Tue Aug 11 19:43:22 +0000 2026
These three data points together tell the most important thing about consumer markets:
1) Gemini has reached 1B+ users, becoming the fastest growing product of $GOOG.
2) Yet, $GOOG has no AI model in top 10.
3) $GOOG real token share is around 2%.
This means what wins in consumer markets isn’t the product, it’s distribution.
Something to think about for those who are skeptical about $UBER’s future.
Crypto channel 👉 @cryptodata66
6 607
【O***】·Tue Aug 11 11:40:41 +0000 2026
Token prices have now halved from their highs in May.
This is actually bullish.
It’s the ultimate Jevons Paradox: token demand skyrockets as prices decline.
$GS estimates 24x growth in tokens processed by 2030.
Hyperscalers will print cash.
$AMZN $MSFT $GOOG $ORCL
中文版看这 👉 @xfinance001
6 607
【D***】·Tue Aug 11 18:29:08 +0000 2026
WTR’s latest report projects $ADUR could reach $1.4B in revenue and $1.0B in EBITDA by 2035.
Put a 20x EBITDA multiple on $1B of EBITDA:
- You get a $20B valuation.
With ~40M shares outstanding after some assumed dilution:
- You get around $500/share.
You know what's the craziest part?
- Analysts are ALWAYS CONSERVATIVE.
- A 20x multiple will be super low for a company like $ADUR.
- The current share price is $15.
中文版看这 👉 @xfinance001
6 607
Analysts at Freedom Global have raised their recommendation for Warner Bros. Discovery (WBD) shares.
Warner Bros. Discovery (WBD) reported mixed results for Q2 2026, with revenue below market expectations, while adjusted EBITDA matched consensus. Sustained streaming growth and lower linear TV costs partially offset a sharp deterioration in the studio segment and a decline in advertising revenue. We have moderately lowered our revenue and adjusted EBITDA forecasts for 2026–2027. The closing of the Paramount Skydance deal has been delayed due to antitrust proceedings, but the parties remain confident in its completion, and WBD shareholders will receive compensation for the postponement. We believe that WBD's value is primarily determined by the terms of the Paramount Skydance deal. Given the deal parameters, we maintain a target price of $31, but raise the recommendation to "Buy" as the current price level offers an opportunity to enter a position.
Warner Bros. Discovery, Inc. (WBD) is an American multinational mass media conglomerate.
6 607
【T***】·Tue Aug 11 09:48:18 +0000 2026
Reminder:
September & October are historically the weakest months for stocks.
Momentum and AI linked names have roared back after July’s rout but seasonality plus rate uncertainty means don’t get complacent chasing new highs.
Stay disciplined
Focus on positions that have ALREADY corrected
中文版看这 👉 @xfinance001
6 607
【T***】·Tue Aug 11 09:37:32 +0000 2026
$ZETA was -10% after its Earnings report but finished +20% for the day
$HIMS also guided and had impressive Earnings and sits at -6% in the PM
Nobody would be surprised to see $HIMS finish green today
Now that Earnings & Peptides recommendation is complete
Price is clear to move higher
Crypto channel 👉 @cryptodata66
6 607
【T***】·Mon Aug 10 11:55:26 +0000 2026
$HIMS When the 200 WMA acts as a bullish wedge bottom support line, this is typically very bullish
Especially when the structure was in Wave 2
Wave 3 can be next, target for the Wave 3 is ALWAYS at the 1.618 Fib
PT is $128.
Clean Earnings Reports are needed now.
中文版看这 👉 @xfinance001
6 607
【T***】·Mon Aug 10 11:43:16 +0000 2026
$ASTS reports after the close today
Want to hear something interesting?
The last Earnings report was on the 11th of May, the share price was $71....and then ran to $133 in 17 days...+87% gain.
Today, the share price is again at $71, on Earnings day and has just broken out of its Bullish Descending Wedge....
History rhymes.
Now Institutions have been adding to their positions more aggressively.
Crypto channel 👉 @cryptodata66
6 607
【T***】·Mon Aug 10 14:05:56 +0000 2026
$ADUR - BREAKOUT -
DOUBLE Bullish Wedge breakout now.
Above all Moving Averages
And in Wave 3
Price is $15
Wave 3 PT is $36
The message was pushed by @xfinancbot.
6 607
【T***】·Mon Aug 10 14:14:41 +0000 2026
Market is flat today, this is after a strong recovery last week to a weak July.
Remember:
CPI is out tomorrow
PPI is out on Weds.
They both came in cool in their last print.
If they come in cool again then Warsh's job is made slightly easier and the market should enjoy this and continue to move higher for the next 3-4 weeks.
Crypto channel 👉 @cryptodata66
6 607
【T***】·Mon Aug 10 18:32:49 +0000 2026
$HIMS holders
After the last Earnings the share price dropped from $28 to $21 over 5 days
Only to rally from $21 to $38 5 weeks later
However, this time it’s different
The share price has dropped from $38 to $24 LEADING to this Earnings report before recovering slightly
Market can be front running expectations
$NVO Lawsuit is gone
$NVO sales through $HIMS platform are sky rocketing
Peptides are preliminary approved
$HIMS Subsides are now growing exponentially
$HIMS is rapidly expanding globally
Focus on the big picture today
Is the business growing yes or no?
That’s the only take away needed from today’s Earnings
Hold your position.
Crypto channel 👉 @cryptodata66
6 607
Freedom Holding Corp. (FRHC) reported results for Q1 of fiscal year 2027:
- Total assets - $14.05 billion (+7% QoQ).
- Revenue - $732.5 million (+40% YoY)
- Net income - $31.7 million (-15% YoY)
- Basic earnings per share – $0.52
The revenue side demonstrated the following results:
• Interest income grew by 49% compared to the same indicator last year, reaching $295.1 million.
• Fee income increased by 46% compared to the comparable period last year, reaching $156.7 million, driven by an expansion of the client base.
• Net income from securities trading rose by 75% compared to the result for the three months ended June 30, 2025, and amounted to $79.8 million. This result was primarily driven by an increase in the value of securities positions and gains from bond sales.
• Net income from derivative financial instruments transactions amounted to $9.9 million, thanks to a positive revaluation of currency swaps.
After the reporting date, the share price of Freedom Holding on the Nasdaq exchange rose by 14%, and since the beginning of the year, the growth in quotations has exceeded 20%. The potential for further appreciation of these securities may be far from exhausted.
(not IIR)
6 607
【S***】·Sat Aug 08 23:51:33 +0000 2026
$ZETA just broke 52w highs
After the earnings-reporting error was corrected, price recovered aggressively and even reached $28.40
Q2'26 results
• Revenue: $442.8M vs $420.6M est. (+44% YoY)
• Organic growth: +28%
• Adj. EPS: $0.21 vs $0.19–0.20 est.
• GAAP EPS: $0.03
• Adj. EBITDA: $91.7M (+56%)
• FCF: $58M (+73%)
FY2026 guidance was raised to:
• Revenue: $1.811–1.824B
• EBITDA: $404.1–406.3M
• FCF: $254.8–255.8M
Sentiment around $ZETA is very bullish
The setup remains bullish, but after this sharp move we’re watching for a potential short-term Wave 4 pullback before continuation
Price can easily go through it with broad market support
Our main target remains at $65
Crypto channel 👉 @cryptodata66
6 607
【T***】·Sat Aug 08 17:12:32 +0000 2026
Starlink is preparing to challenge T-Mobile, Verizon, & AT&T with a rival cellular service expected by late 2027.
Who do you think these Cellular companies will go to to compete with Starlink?
Ans: $ASTS
6 607
【T***】·Sat Aug 08 15:50:03 +0000 2026
SILVER
3 Wave pull back to the 0.618 Fib
Followed by a hold of support
Then followed by a bounce
Who knows what this means?
