Some of the best call outs this week on X starting with this gem by @TT_stocks_ (🧵) Cashtag: $TGE Tweeted at: $0.9722 High of day: $1.80 Profit: 85.1%

$ANT files for Nasdaq IPO after H1 revenue surged to $16.3 billion, up from $1.2 billion year over year. LMT upgraded to Buy at $635 as shares break out after retesting support. NU plunged over 20% after Lula’s surprise reelection, compounded by its CTO’s resignation. MSFT reports Wednesday as analysts raise targets on Azure strength and accelerating AI monetization. INTC earns a New Street Buy upgrade to $125, with server CPU demand fueling turnaround optimism. EWZ 🩸plunges roughly 25% after Lula’s upset election win, threatening its worst day on record. MELI sank roughly 11% after Lula’s surprise reelection rattled Brazil-exposed stocks. CLRO surged 26% premarket as 808% borrow fees fuel a crowded short-squeeze setup. RBRK leads cybersecurity higher, rallying despite market weakness and AI-bubble concerns. AMD joins Nvidia and Broadcom in nonbinding interest to buy up to $5 billion of Meta shares.

$CRWD rallied over 5% as cybersecurity names caught a strong bid today. ASTS signs Brazilian carrier deals, with partners funding ground gateways for direct-to-phone broadband AIOK declared a $3.50-per-share special dividend and announced a carrier sale. INTC secured an FCC waiver for foreign-made robotics essential to U.S. semiconductor manufacturing SNDK tests its 200-day moving average as shares hit a new monthly low AAPL’s $1,999 foldable iPhone reportedly sold out preorders by 5:20 a.m., signaling formidable pricing power. GPUS reaffirmed 2027 guidance, with its Michigan AI data center targeting December 2026 revenue operations. XLE’s 54% YTD gain has opened a 27-point lead over tech, with fresh all-time highs. USO hits 52-week highs as Iran tensions and vessel attacks keep oil elevated BOLT acquires Prana and secures $120M to advance Phase 2 asset PRA-216.

$AIOK declares a $3.50-per-share special dividend, putting a cash payout at center stage. BE delivered 138% revenue growth and raised guidance, but negative free cash flow spooked investors SKHY shelving Solidigm’s $15B US IPO as market volatility stalls its listing plans. SNDK faces earnings Thursday after a 33% slide and fresh monthly lows NOW BofA raised its price target to $180 as upgrades stack up ahead of earnings. INTC’s FCC waiver preserves access to foreign-made robotics critical for U.S. chip manufacturing. FIX Q3 revenue and EPS beat estimates sharply, while backlog surged 90% year over year. GPUS reaffirmed 2027 guidance, expects Michigan AI center revenue by December 2026, suspends ATM offering. MRNA 🩸shares plunged 17.6% after leaked cancer-vaccine trial data disappointed investors despite meeting key endpoints. YMAT surged 38% as traders target a breakout above $3, with $4.50 as the next level.

google is getting sold before the open for spending on ai. spending on ai was the whole pitch.

bought the generational dip at lunch. then at 2. then at 3. i stopped counting the generations.