$KEYS 0.42 Noisy

Notable posts

• @Venu_7_ bullish 271 eng

  The market is quietly preparing for its next major window of opportunity. Why I think we’re getting close: - Nearly 4 months of consolidation - Breadth has continued to weaken - Sentiment has been terrible - More leaders are quietly building solid bases Pay attention to the leaders and ignore the noise for the next couple of months. AI Infra / Semis: $NBIS $SMTC $ASX $MXL $INTC $BE $GLW $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $NTAP $FORM $IMOS $VIAV $CLS $KEYS $SKHY $VICR $HPQ $HPE $DELL $TER Software / AI: $SHOP $ZETA $CRM $NOW $PLTR $ABNB $FIVN $TEAM $TWLO $FROG $U $SNOW $DDOG Cybersecurity / Cloud: $CRWD $NET $FTNT $PANW $RBRK $S Crypto: HOOD MSTR IBIT ETHA COIN CRCL Do the homework now. When the window opens, you want to be ready to capitalize.

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• @Venu_7_ bullish 225 eng

  My current view on the market: Software is where I think the new leaders will emerge. Many are currently breaking out of massive Stage 1 bases after months of institutional accumulation. Semis are the existing leaders that just went through a much-needed reset before starting their next leg higher. Don’t get confused by day-to-day price action. IMO, it’s better to have exposure to both rather than trying to pick one side. That’s one of the reasons I currently have roughly 40% in Semis + 40% in Software. Software leaders: $PLTR $SNOW $NOW $TWLO $ABNB $SHOP $MELI $FIVN $RNG $CART $TTWO $ZM $SE $IGV $TEAM $RBRK $CRWD $PANW $ZS $FTNT $NAVN $MDB $FROG $NET Semi / AI Infrastructure leaders: $NBIS $NVDA $AVGO $MU $TSEM $CRWV $LITE $COHR $AEHR $COHU $FORM $ANET $DELL $HPE $TSM $KEYS $APH $TER $P $CRDO

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• @TrendSpider neutral 121 eng

  Who's pushing the ceiling? 🔎 Eight names surfaced in our S&P 500 $SPY all-time high scan: $HPE $NTAP $LITE $KEYS $AMD $NVDA $PANW $FTNT https://t.co/h2MZaDBoq0

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• @wallstengine bullish 100 eng

  KEYSIGHT $KEYS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.85B (Est. $1.74B) 🟢; +37% YoY 🔹 Adj. EPS: $3.07 (Est. $2.48) 🟢; +78% YoY 🔹 Free Cash Flow: $403M (Est. $193M) 🟢; +38% YoY 🔹 GAAP Net Income: $397M; +108% YoY Q4 Guide: 🔹 Revenue: $1.93B-$1.95B (Est. $1.81B) 🟢 🔹 Adj. EPS: $3.34-$3.40 (Est. $2.70) 🟢 Segment Net Revenue: 🔹 CSG: $1.35B; +43% YoY 🔹 EISG: $501M; +21% YoY Other Q3 Metrics: 🔹 Cash Flow From Operations: $437M; +36% YoY 🔹 Free Cash Flow: $403M Comments: 🔸 “Keysight’s record Q3 results and outlook reflect the growing relevance of our strategy and portfolio”

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• @wallstengine neutral 87 eng

  Today's Key Events (All EST) — 08/18/2026 08:15: US ADP Wkly Employment Change 08:30: US Import Prices MoM 08:30: US Housing Starts 09:15: US Capacity Utilization 10:00: US Pending Home Sales Before Open 👇 04:30: Hesai Group $HSAI 04:30: $VNET Group 04:30: uCloudlink Group $UCL 05:00: Baidu $BIDU 05:00: iQIYI $IQ 05:00: Pony AI $PONY 06:00: Home Depot $HD 06:00: Amer Sports $AS 07:30: Klarna Group $KLAR 08:30: Prenetics Global $PRE 08:30: Corporación América Airports $CAAP 09:35: ReNew Energy Global $RNW After Hours 👇 16:00: Mercury Systems $MRCY 16:05: Keysight Technologies $KEYS 16:15: Jack Henry & Associates $JKHY 16:15: La-Z-Boy $LZB 16:30: Toll Brothers $TOL 17:50: Auna $AUNA 18:00: ZTO Express (Cayman) $ZTO 19:55: Chemical & Mining Co. of Chile $SQM

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• @TrendSpider bullish 62 eng

  $KEYS Q3 EARNINGS DOUBLE BEAT & RAISE Adj. EPS: $3.07 vs $2.48 est ✅ Sales: $1.846B vs $1.737B est ✅ Raised Q4 Adj EPS Guidance ✅ Raised Q4 Sales Guidance ✅ 🟥 -0.42% https://t.co/tJJcsIidsO

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