$CHYM 0.57 Developing

Notable posts

• @Venu_7_ bullish 266 eng

  Power Earnings Gap stocks from the latest earnings cycle - this is where new leaders are born. 👀 Software: $PLTR $MSFT $ABNB $SHOP $TWLO $AMZN $U $RNG $NET $TTWO $TEAM $FIVN $FROG $DASH $TOST $ZETA Healthcare/Biotech: $LLY $TEVA $HNGE $ABT $ABCL $TXG $BMRN $INCY young IPO's: $CHYM $CART Semis/Hardware: $AEHR $HPE $DELL $ANET $HPQ $APH

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• @Venu_7_ bullish 191 eng

  One of my favorite combinations in the market: Power Earnings Gap + Tight Flag. What makes a tight flag? - Holds most of the earnings gap - Small, tight candles near the highs - Volume dries up - Pullbacks stay shallow - 9/21 EMA catches up PEG -> Tight Flag -> Breakout. $CHYM $TOST $SHOP $U

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• @Venu_7_ bullish 138 eng

  While the market is pulling back, always pay attention to relative strength. Quite a few names continue to show impressive resilience. $SNOW $RDDT $ATEX $FTNT $OKTA $TWLO $HNGE $ATEN $FROG $LLY $RBRK $HOOD $SE $NET $MDB $DDOG $NAVN $PANW $CRWD $ANET $CHYM $IBM $OSCR $ASTH $HIMS $VSCO $PENG

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• @Venu_7_ bullish 134 eng

  I know we’re all focused on what Fed Chair Warsh is going to say today, but there are quite a few names showing serious strength lately. Putting these on your radar: $NOW $PLTR $TEAM $ABNB $SPCX $NVDA $DASH $CHYM $U $ASAN $MDB $MSFT $RNG $SE $SHOP $ZETA $CRM $MELI $FIVN $HPQ $AFRM $GAP $ANF $HOOD $CRCL $TEM $MRNA

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• @Venu_7_ bullish 132 eng

  Some of the strongest Stage 2 names in Software. All 4 spent months building Stage 1 bases and are now breaking out of flat bases and bull flags. $PLTR $CHYM $TOST $DASH Software leadership continues to broaden. https://t.co/oOKJZ9bPvs

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• @Venu_7_ bullish 75 eng

  Some beautiful bases setting up across Software - flags, flat bases and tight consolidations. $CART $CHYM $DASH $TTAN https://t.co/TDyj8QAz96

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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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• @faststocknewss neutral 9 eng

  CHIME $CHYM TO ACQUIRE STRIDE BANK FOR $590M IN CASH The company says the deal is immediately accretive to EPS with over $100M in net synergies, funded from cash on the balance sheet with no incremental capital contribution. Q3 guidance: • Revenue: $705M • Adj EBITDA: $117-120M, margin around 17% FY2026 guidance: • Revenue: $2.76-2.77B • Adj EBITDA: $481-489M, margin 17-18%

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