$ZM 0.48 Noisy

Notable posts

• @wallstengine neutral 488 eng

  GAVIN BAKER Q2 PORTFOLIO UPDATE Atreides Management disclosed its portfolio as of June 30. Notable new positions $SPCX — $4.67B $CBRS — $687M stock + $155M calls $META — $227M stock + $676M calls $APH — $113M $GTLB — $103M $CIFR — $88M $IOT — $75M Biggest adds $CRWV: 810K → 2.12M shares $WIX: 650K → 1.46M $PANW: 562K → 877K $AKAM: 683K → 911K $MA: 50K → 94K Biggest trims $ALAB: 3.37M → 1.22M shares $U: 13.89M → 10.25M $W: 1.43M → 844K $TWLO: 922K → 720K $GOOGL: 555K → 488K $MU: 760K → 711K Largest positions $SPCX — $4.67B $MU — $821M $CBRS — $687M $ALAB — $588M $CIEN — $338M $CRDO — $307M $PANW — $299M $U — $293M Notable exits $LITE, $SATS, $ZM, $RKT, $VST, $HUBS, $RBLX, $SNPS, $AXON, $AVAV, $RBRK and $SNOW. SpaceX became Atreides’ largest disclosed equity position at $4.67B.

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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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• @Venu_7_ bullish 142 eng

  $IGV - Software has been consolidating inside a massive 2.5-year base. We’re already starting to see new leadership emerge with names like $PLTR, $MSFT and $NOW. But I don’t think it stops there. I think a lot of the next market leaders could come from Software. $NOW $WDAY $TEAM $CRM $ABNB $RBLX $RDDT $DASH $TTWO $SE $UBER $MDB $MELI $ADBE $RNG $SHOP $PLTR $SNOW $ORCL $CART $FIVN $TWLO $DDOG $NET $ZM $ZS $FROG $NAVN $DOCN $PANW $FTNT $CRWD $RBRK $APP

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• @ripster47 mixed 68 eng

  🚨 Market Leaders change from time to time At some point it was $UPST $AFRM $ZM $ROKU $CRCL was top top dog once $PLTR was Darling of market $APP Was hottest name once Now its $MU $SNDK $BE $NBIS - AI Names Do not marry past leaders, their time is gone! Find the Leaders!

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• @kevinxu bullish 58 eng

  they could've made 10,000x swing trading $TSLA then $ZM then $GME then $PLTR then $NVDA then $MU it's not that hard

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• @TENETTRADEGROUP neutral 15 eng

  Tenet Pre-Market Movers August.26.26 $PLAB $TH $ANF $SMMT $LITB $BBIO $MOV $JOYY $SMTC $SJM $BHVN $OGG $DCI $BOX $ADBT $QFIN $SYRE $INTU $NCNO $ZM $KSS $DY $BBWI $ZH @ripster47 | @tenet_research | @TenetCharts https://t.co/PwTAj1iVPd

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