$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

Similar Posts

  • | | |

    Amazon Bull Case After Q3 Earnings

    Disclaimer: This is not financial or investment advice.

    Amazon after Q3 Earnings

    Amazon stock just hit a new record high. A summary of its earnings report –

    Amazon stock hit a record close after reporting better-than-expected earnings results. Amazon stock is up only 12% so far this year, underperforming the 23% rise for the Nasdaq Composite.

    For Q3, the company reported EPS of $1.95, compared to Wall Street’s consensus estimate of $1.57. Revenue came in at $180.2 billion, which was ahead of analysts’ expectations of $177.9 billion. AWS sales skyrocketed 20% to $33 billion, super-charged by healthy demand for AI training and Amazon’s homegrown Trainium chips which saw a stellar 150% jump in sales from the prior quarter. CEO Andy Jassy said AWS is gaining momentum with more companies shift their biggest workloads to Amazon’s cloud for its performance and reliability.

    “We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity,” Amazon CEO Andy Jassy said in a press release. Jassy said the company has doubled AWS capacity measured by power from 2022 and is on track to double capacity again by 2027. The company now expects capital expenditures to come in at $125 billion for the full year, ahead of the current Wall Street forecast for $117.5 billion.

    Analysts

    $305 – J.P. Morgan ( “We believe overall sentiment on AWS will improve notably in coming months as the business accelerates growth”. They predict the rollout of Amazon’s next AI chip called Trainium 3 to boost AWS revenue next year)

    $320 – Citigroup
    $300 – Canaccord
    $292 – Wells Fargo

    Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies.

  • | | |

    Watch List for Jan 6, 2026

    My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market (Nasdaq is within -.02% range) conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the trading day before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.

    List of Bullish Stocks – my final list emerges in real-time about 15 minutes after the market opens. Join me at https://discord.com/invite/dPX53 to get the updates of what I end up trading on the day. I will update real-time in Discord of my entry and exit points.

    Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success https://discord.com/invite/dPX53 .

  • | | |

    Watch List for Oct 16, 2025

    My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market (Nasdaq is within -.02% range) conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 16th before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.

    List of Bullish Stocks for Oct 16 Trading

    Stock SymbolNotes (stable market = 0.2% range for Nasdaq)My 1st PTSLEntry Only at or just Above
    BROSIn a stable market, enter above 555854.0555
    BTDRIn a stable market, enter above 262924.426
    BXIn a stable market, enter above 165170162.9165
    GOOGLIn a stable market, enter above 251.5255246.4251.5
    HIMSIn a stable market, enter above 63.86759.863.8
    MODIn a stable market, enter above 162167159.5162
    NVDAIn a stable market, enter above 184188182.5184
    PLDIn a stable market, enter above 122.2127120.2122.2
    RCUSIn a stable market, enter above 16.7518.516.316.75
    RXRXIn a stable market, enter above 6.58.55.96.5
    SEIn a stable market, enter above 170175167.6170
    SERVIn a stable market, enter above 18.620.516.818.6
    SNOWKeep an eye for trading opportunities after it announced partnership with PLTR
    SRPTIn a stable market, enter above 22.4524.321.722.45

    Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success https://discord.com/invite/dPX53 .

  • | | |

    Why Google, Broadcom stocks are up!

    Disclaimer: This is not financial or investment advice.

    Why Google, Broadcom, Alibaba stocks are up while Nvidia and AMD are down!

    Here is the answer – initial read is that Gemini 3 is reportedly faster and performs with deeper reasoning than ChatGPT and is integrated with Google’s family of apps and data. It is also priced at similar levels to rival AI models. But more importantly the fact that Gemini was trained primarily on Google’s TPUs ( Broadcom is TPU’s partner ) as opposed to its rivals’ reliance on Nvidia and AMD chips, is a critical data point. TPUs aren’t as flexible as Nvidia’s GPUs, which can make them less usable in a market where hyperscalers are demanding the ability to reprogram their AI systems.

    But TPUs are both cheaper to develop and use less power to run at full capacity. Similar story holds for Alibaba’ Qwen AI model (using their custom less expensive chips). And that fact is spooking the market in favor of pushing $GOOGL $AVGO $BABA and against $NVDA $AMD.

    “Some investors are petrified that Alphabet will win the AI war due to huge improvements in its Gemini model and ongoing benefits from its custom TPU chip,” said Ben Reitzes, tech strategist at Melius Research.

    More about my trading strategy and insights: https://avitrades.11conceptsllc.com/active-trading-strategy/

    Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies.

  • | | |

    Watch List for Sep 23, 2025

    My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 23rd before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.

    List of Bullish Stocks for Sep 23 Trading

    Stock SymbolNotesMy 1st PTSLEntry Only Above
    ORCLBackground: ORCL continued their northward push after the news that the software giant could play a central role in reshaping TikTok’s U.S. future. A White House official said Oracle would be responsible for rebuilding and securing a U.S.-only version of TikTok’s recommendation algorithm as part of a deal to sell the app to American investors. Appointment of 2 CEOs pushed the momentum further as the company transforms itself further into a cloud-computing powerhouse The company’s cloud momentum has set the stage for a drastically increased growth outlook in the years to come. Oracle also eyes $20 billion AI cloud computing deal with META. Plan is to ride the rally on any weakness.339323324+
    ARGTFContinue to ride. Gold and gold mining stocks are hot and are likely to continue their run. Looks good for trade and long. Many analysts upgraded the stock.2622.75
    BIDUChinese tech is hot and are staging a comeback that’s turning heads. According to Bloomberg, total capex by China’s major internet players could more than double from $13 billion in 2023 to $32 billion in 2025. The company recently showcased its newest AI reasoning model, Ernie X1.1, during the Wave Summit 2025 developer conference, which, according to the management highlighted improvements in factual accuracy, instruction handling, and agent-based functions. Benchmark testing suggested Ernie X1.1 outperformed DeepSeek’s R1-0528 in several categories. Consolidating before the next leg up is my read. looks good for trade and long. Jefferies raised the target to 157. 144129138+
    CEGA lot of push in nuclear / energy stocks. CEG is one of the best. 365341343+
    CRWVNVDA+Open AI momentum got into CWRV. CoreWeave is the poster-child for NVDA AI-native cloud. In 2022 it had $16 million in revenue, and that was up to $3.5 billion in the last 12 months. Loop Capital raised the target to $165. 139129131+
    NBISA lot of momentum AI infra stocks including this one. 114101105+
    SOUNSoundHound AI jumped today as the company has recently agreed to acquire Interactions Corporation, an AI-driven customer service firm, in a deal valued at up to $85 million. This move is aimed at broadening SoundHound’s enterprise offerings and adding a diverse client base. The positive momentum was also fueled by a broader rally in the tech sector.18.716.517.2+
    TSLATesla has been on a momentum ride since 12th Sep and likely ready to fly upward. Piper Sandler analyst Alexander Potter boosted his price target on the stock to $500 from $400 following a trip to China.444424435+
    PLUGFuel cell technology company, $Plug Power, jumped over 20% after the company secured a $1.6 billion loan guarantee from the U.S. Department of Energy and benefited from a broader rally in clean energy stocks. The loan, which funded the construction of up to six new hydrogen plants in the U.S., signaling strong government support.42.092.4+

    If you find the watchlist useful and profitable, please consider becoming a subscriber

Leave a Reply