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$AAOI CFO "Demand is exceptional, superlative, I don't even know what word to use"
"Were not going to be able to meet customer demand"
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Strongest 1-Month RS group at 100%, even with $SPY $QQQ $IWM closing down negative.
$BUG - Pure Cybersecurity Software
$CLOU - Cloud Infrastructure & SaaS
$CNBS - Cannabis
$UNG - Natural Gas
$CIBR - Cybersecurity Software & Infra
$IGV - US Tech/Software
$WCLD - Cloud Tech
By Popular Demand: Spreadsheet Tutorial for Creating Your Own FREE Relative Strength Histogram (Both Stock and ETF), that Updates Daily After Close.
As requested by many of you, I will do my best to break down the steps and details so you can build your own RS tracking list of stocks, along with sector and industry group ETFs.
For reference to my ETF listings (my preference is Equal Weight listings, which take precedence over cap-weighted ETFs, eg. XSD over. SMH), please refer to the post below.
nitter.gq/jfsrevg/status/1767816…
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KINGSOFT CLOUD $KC Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: RMB3,072.0M (Est. CN¥3.03B) 🟢; +30.8% YoY
🔹 EPS: RMB0.02; LY RMB0.11 loss
🔹 Operating Profit: RMB23.0M; LY -RMB327.0M
🔹 AI Cloud Gross Billings: RMB1,327M; +82% YoY
Segment Net Revenue:
🔹 Public Cloud: RMB2,357.6M; +45.1% YoY
🔹 Enterprise Cloud: RMB714.3M
Other Q2 Metrics:
🔹 Adj. Gross Profit: RMB471.7M; +34.6% YoY
🔹 Adj. Oper Profit Margin: 4.0%; +1,110 bps YoY
🔹 Adj. EBITDA Margin: 35.8%; +1,850 bps YoY
🔹 Net Loss: -RMB93.0M; narrowed by 79.6%
🔹 Non-GAAP Net Loss: -RMB59.8M
🔹 Cash: RMB4,674.3M
Comments:
🔸 “Gross billings from our AI cloud business grew 82% year-over-year, representing 56% of public cloud revenue”
🔸 “Profitability-wise, we recorded positive operating margin (GAAP) for the first time”
Tweevest retweeted
$HIMS just posted its Smart Scale manufacturing & device info PDF
Based on the filings associated with product numbers, it appears Hims commissioned the scale using Greater Goods' product/IP platform, with Guangdong Welland Technology -- a leading smart-scale manufacturer in China -- physically manufacturing it
One giveaway is that the scale uses "AccuCheck", which is Greater Goods' proprietary technology for double-checking and verifying weight measurements
The FCC trail also lists Greater Goods as the applicant for model 0053 and Welland as the manufacturer/factory
Import records from Import Genius show Welland shipping large quantities of "DIGITAL SMART SCALE ITEM:0053" marked HIMS & HERS
One July shipment had 10,605 cartons / 97,485 kg across 5 containers 🤯
Hims is giving the scale to weight-loss members at no additional cost. Interestingly, Hims itself says the scale has a $55 value -- "merchant retail suggested price"
Actual unit cost isn't disclosed, but given the order volumes, it should be materially lower
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if RVOL crosses 20% (the higher the better), avg estimate vol exceeding 100% (the higher the better) before 30mins into the market, this should have your attention.
that said, this works best when you're targeting a specific name already on your radar. if you're working with a broader watchlist eg. Focus List/Stalk List, the most practical and efficient approach is still to run an RVOL-based filter on the TradingView Screener live during market hours every few minutes, specifically during the most active first hour session.
It's probably the fastest way to spot the stocks that are really starting to move/moving, all in one glance.
Replying to @jfsrev
Is there a threshold for the average estimate volume — i.e., a minimum percentage it should meet?
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Tasks to do on weekend: 1) download latest screens from @Tweevest (Market Leaders, CAN SLIM, RS Rising) - my weekly stock universe. 2) update trading journal with moves from the week, review. 3) step away from charts, trust your system/rules. Next scan: Monday before power hour.
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The French 🇫🇷 don't use air-conditioning even during hot summer months, to save the planet. Thank you for your sacrifice 🙏
_
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C’est simple comme Bonjour ..
Pattern Finder : Bull flag ….
Et Booom !
Tweevest.com
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It´s a really good rally start on high volume and strength.
$APPS is ready to break out from a 3-year base.
That could bring a massive run toward $20.
tweevest.com/chart?symbol=AP…
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Finding the right stock universe is half the battle. After years of experimenting with scanners and methods, @Tweevest is where I landed. The ability to download RS Rising, Market Leaders, and CANSLIM lists weekly is what does it for me. That becomes my universe. A market of thousands reduced to a few hundred of the best setups — then I run my scan on top of that. Simple. Effective. No noise.
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Replying to @Tweevest
@Tweevest
It's definitely a great tool—if you're looking for the best ideas... they're right here!
And best of all, it's free!
What more could you ask for!
Thanks to @Tweetvest
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Today's best performing sector focused ETFs
Courtesy of @tweevest. One of the most powerful tools I've seen developed on here...
Very overlooked
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Everyone is missing the point on $HIMS ⬇️
Borrowing $338.5M for 6 years at 0% cash cost, with dilution only kicking in above ~$50 (thanks to the capped call). Cheap capital if you believe in the story.































