$AGX 0.46 Noisy

Notable posts

• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 09/02/2026 07:00: US MBA Mortgage Applications 08:15: US ADP Nonfarm Employment Change 10:00: US Factory Orders MoM 14:00: Fed's Beige Book Before Open 👇 07:00: $GIII Apparel Group 07:00: Ollie's Bargain Outlet Holdings $OLLI 07:05: Sprinklr $CXM 07:30: FuelCell Energy $FCEL 07:30: Daktronics $DAKT 08:00: Brown-Forman $BF.B After Hours 👇 16:00: NetApp $NTAP 16:00: $FIVE Below 16:00: Phreesia $PHR 16:00: Methode Electronics $MEI 16:05: Snowflake $SNOW 16:05: Hewlett Packard Enterprise $HPE 16:05: Argan $AGX 16:05: ChargePoint Holdings $CHPT 16:05: $GOLD 16:05: C3 $AI 16:05: Netskope $NTSK 16:05: Petco Health and Wellness Company $WOOF 16:15: Broadcom $AVGO 16:15: $PVH Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @faststocknewss neutral 14 eng

  COATUE Q2 13F: MICRON UP 1794%, NEW $3.2B SPACEX AND $1.5B CEREBRAS STAKES Largest holdings: - Taiwan Semiconductor $TSM: $4.26B - Lam Research $LRCX: $4.09B - Micron $MU: $3.63B, shares +1794% - SpaceX: $3.17B, 18.6M Class A shares, new - Applied Materials $AMAT: $3.05B - GE Vernova $GEV: $3.01B - Amazon $AMZN: $2.82B, shares +49% - Broadcom $AVGO: $2.21B - Eaton $ETN: $2.12B - Alphabet $GOOGL: $1.74B - Intel $INTC: $1.69B, new - Cerebras Systems: $1.55B, new - Meta Platforms $META: $1.42B - Equinix $EQIX: $1.33B - Nvidia $NVDA: $1.21B - Constellation Energy $CEG: $1.15B - Forgent Power Solutions $FPS: $1.15B, new - Hut 8 $HUT: $1.12B, new - Microsoft $MSFT: $1.10B Other new positions: - Booz Allen Hamilton $BAH: $65.7M - Advanced Micro Devices $AMD: $55.8M - Comfort Systems $FIX: $35.3M - Argan $AGX: $28.8M Added: - Carvana $CVNA: +382% - Alphabet Class A: +13% - Microsoft: +18% - Equinix: +17% Exited: - Visa $V: $217.2M - Chime Financial $CHYM: $188.6M - Solstice Advanced Materials $SOLS: $126.0M - C.H. Robinson $CHRW: $95.2M - iShares Bitcoin Trust $IBIT: $2.6M Trimmed: - Synopsys $SNPS: -58% - ASML $ASML: -40% - Netflix $NFLX: -32% - Pinterest $PINS: -29% - Applied Materials: -20% - Alphabet Class C $GOOG: -19% - UiPath $PATH: -14%

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