$U making an unexpected u-turn ; ) Nasdaq down -5.5% and this guy is up +15% today.
One month drawdown on some of the 2x leverage stocks
$CIFR 2x $CIFG -88%
$AAOI 2x $AAOX -88%
$MXL 2x $MXLL -86%
$AXTI 2x $AXTX -83%
$INTC 2x $LINT -83%
$LITE 2x $LITX -82%
$TTMI 2x $TTMX -82%
$MRVL 2x $MVLL -81%
$PENG 2x $PENU -79%
$NBIS 2x $NBIG -77%
$CRDO 2x $CRDU -77%
$DELL 2x $DLLL -73%
$AMD 2x $AMDG -65%
$HPE 2x $HPEL -65%
$SPX close to its 40 MA on the weekly chart. A bounce here (red line) to the 20 EMA (blue trend line) is technically possible followed by a breakdown to the 7000 long-term support line. Just speculating, don’t fight the tape.
$IONQ earnings beat, stock up 5% AH
Revenue of $173.83M (+336% YoY) beats by $32.63M and EPS of -$0.29 beats by $0.05.
$NET earnings beat, stock up 14% AH
Revenue of $782.5M (+39.2% YoY) beats by $42.76M and EPS of $0.38 beats by $0.04.
Next quarter revenue guidance of $845M vs $798M consensus estimate.
$CURE up and green while Nasdaq down -4%
$COHR earnings beat, stock up +7% AH
Revenue of $2.37B (+57.0% YoY) beats by $70M and EPS of $2.09 beats by $0.12.
Next quarter revenue guidance of $2.65B vs $2.54B consensus.
$COHR earnings beat, stock down -2% AH
Revenue of $2.05B (+34.0% YoY) beats by $70M and EPS of $1.74 beats by $0.12.
Next quarter revenue guidance of $2.3B vs $2.13B consensus. EPS guidance of $1.95 vs $1.77 consensus.
"As AI datacenters transition from copper to optical connectivity, Coherent's broad photonics platform and manufacturing scale position us to help customers meet rising needs for bandwidth and energy efficiency. We expect fiscal 2027 pro forma revenue growth to exceed 60%." said Coherent CEO Jim Anderson.
This is bullish for $AAOI $LITE $TSEM $CIEN but the stock’s price action is kind of disengaged with the earnings growth 😅
$BWET loosing its 8 EMA on weekly 👀
$AMD earnings beat, stock up +7% AH
Revenue of $13.38B (+44.6% YoY) beats by $290M and EPS of $2.09 beats by $0.15.
“We delivered a record quarter with revenue exceeding the high end of our guidance as Data Center segment sales nearly doubled year-over-year. Demand for our Instinct and EPYC products continued to strengthen, and we expect growth to accelerate further in the fourth quarter as we scale Helios and ‘Venice’ production” said Lisa Su, AMD chair and CEO.
$AMD earnings beat, stock down -8% AH
Revenue of $11.54B (+50.1% YoY) beats by $230M and EPS of $1.66 beats by $0.05.
Data Center segment revenue was $6.7B, up 107% YoY, driven by strong demand for EPYC™ processors and AMD Instinct™ GPUs.
$ALAB earnings beat
Revenue of $584.9M (+153.6% YoY) beats by $34.1M and EPS of $1.32 beats by $0.13.
Next quarter revenue guidance of $740M vs $657M consensus and EPS guidance of $1.64 vs $1.42 consensus.
Buy the dip? Very tempted..
$ALAB earnings beat
Revenue of $392.4M (+104.5% YoY) beats by $31.59M and EPS of $0.80 beats by $0.11.








