$RDDT
A big player in AI content generation.
Reddit reported Q2 earnings of 45 cents, which beat the Zacks Consensus Estimate by 25 cents.
Revenues of $499.63 million surpassed the Zacks Consensus Estimate by 16.9%. The reported figure surged 77.9% year over year.
Target: 195-210

$WK
Leading AI platform for financial, sustainability, and governance, risk, and compliance (GRC) data and reporting. reporting transparency, accountability, and trust.
Reported quarterly EPS of 19 cents vs 5 cents per share. Revenue rose 21.2% to $215.19 million from a year ago; analysts expected $208.89 million.
Target: 90-100

$BA
Solid earnings. Taking a pause. High relative strength over SPY and DIA
Target: 240-250

$MOD
Modine is into advanced thermal management systems that are in high demand in mission-critical industries including data centers. Just had excellent earnings.
Golden Cross just happened in high volume
Target: 145-150

Others in my watch list: $INDV $USAR $NRG $NVDA $TMDX $LNG

My recommendations on Aug 1st and how they played out. (updated 8/4/25)

Stock (as of 8/1/25)

Comments (8/1/25)

Target

How it played out 8/4/25

$RDDT ($188)

$RDDT
A big player in AI content generation.
Reddit reported Q2 earnings of 45 cents vs Estimate by 25 cents.
Revenues of $499.63 million surpassed the Consensus Estimate by 16.9%. The reported figure surged 77.9% year over year.

195-210

Closed at $201.76

$WK ($84.3)

Leading AI platform for financial, sustainability, and governance, risk, and compliance (GRC) data and reporting. reporting transparency, accountability, and trust.
Reported quarterly EPS of 19 cents vs 5 cents per share. Revenue rose 21.2% to $215.19 million from a year ago; analysts expected $208.89 million.

90-100

Closed at $82.43

$BA ($221.9)

Solid earnings. Taking a pause. High relative strength over SPY and DIA

240-250

Closed at $222.34

$MOD ($133.7)

Modine is into advanced thermal management systems that are in high demand in mission-critical industries including data centers. Just had excellent earnings.
Golden Cross just happened in high volume

145-150

Closed at $138.54

$INDV ($21.07)

Closed at $21.22

$USAR ($13.94)

Closed at $13.99

$NRG ($167.63)

Closed at $173.91

$TMDX ($120.55)

Closed at $128.5

$NVDA ($173.72)

Closed at $180

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