jvakos

@wey_how12640 If you Held from yesterday, you are right this morning on $SNDK !

@jvakos I don’t have the answer, and market doesn’t care what I think anyway ~

$SNDK (long) Today see an UC&R of the July 9 gap. On the positive note, could be a much needed potential HL pending confirmation.

@JonahLupton Seems way overdone $IBM infrastructure software tanked because its tied to their lagging infrastructure…. it’s not a pure play SaaS business application player like $NOW $WDAY $CRM but these names getting spanked in pre-market after weeks of forming nice bases… buying oppty?

$IBM is getting smoked pre-market after releasing preliminary numbers... stock down -17% Looks like $IBM is pulling down other software stocks (ie $NOW $ADBE $CRM $INTU $ACN $ESTC $SNOW etc) because of the following commentary... "In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases. This dynamic impacted client buying patterns. While we anticipated some supply chain related impact in our expectations, we did not anticipate the magnitude of the capex reprioritization." Bad commentary for software names... good commentary for memory, chips, and other hardware names.

@TrendSpider We must have two different palettes for the color green….. or red is the new green when it comes to $KOPSI

BREAKING: The South Korean market (KOSPI) has recovered all of its losses and turned green on the day after opening -3%

@HatinAssBrian it did get whacked like immediately

@jvakos hammered right back down

$SNDK some massive short covering 15 mins before close was pinned at $1650 and just briefly crossed $1700 see if that holds into close. this can rip anytime especially after hours....

@BoaBias @TehLamboX you're long at $1680 do you see this reclaiming $1800 next few days?

@TehLamboX Nice levels. I’m trading $SNDK with a rules-based VWAP swing template, bar-close only. Just opened a fresh 4h VWAP long today ~1689. VWAP setup stats: 70% WR · PF 6.6 · max DD ~7%. My execution is the VWAP touch/rail logic, not arrows.

$SNDK Sandisk has been rejected off the top as we expected, arrows drawn last week. Targeting 1600 - 1630 block off here. High made at 1983 and currently trading near 1800. Following our arrows.

@CifrOracle lots of views here saying $1670 today not the bottom and likely $1200-1400 or lower... do you think this gets that low? I may dollar cost average some shares here but shocked at the massive negative sentiment on $SNDK here

If you don’t buy SNDK at these levels you simply don’t like making money 🤷🏼‍♂️ $SNDK Also finally first 4k PT, took them long enough ;) been tweeting it for a month now

@ThePupOfWallSt are those dark pool buys, yes? $MU the dip buyers have been vocal since 1200 drop but charts seem to indicate the bottom is still uncertain. thx

$MU hitting a dark pool level here at 935

@investingwithac Ahhhhhh got it thank you I should have done a deeper search.

@jvakos He was one of the founders :)

$OSCR - 👀 After over a decade, $OSCR turned profitable again in 2026, after a rough 2025. Is this a sign for Q2 👀

@alphaticaio Brilliant!

This one is for everyone who calls a crash every time an Iran headline drops. We turned dealer gamma mechanics into a rap video. Escalation with Iran creates puts. Resolution decays them. Decay forces dealer buying. The panic becomes the fuel. Turn the volume up. You might learn something. $SPY $QQQ $IWM #IranWar‌

$MU anybody worried? KOPSI taking a massive dump (again) I’m bullish but the “buy the dip” crew getting exhausted and may vanish soon chasing lower lows and that’s when the final capitulation flush comes…is that at 900, 800, 700, 600? Very hard to day trade but 1-2 yrs be ok

@yianisz Yiannis yes 2025 was the time to accumulate $OSCR. It peaked at $34 not long ago and is struggling to hold $30 so you think there is more upside at this level? Efhadesto poli!

I dont only invest in AI infra.. but wherever I find a major mispricing. $OSCR was one of those opportunities back in 2025..

@obfuscated_id Nice I’m of the same opinion. If it does dip a 28 or 29 I’ll be adding heavy.

@jvakos I’m adding to Oscar every chance I have until growth changes or valuation stretches.

On a basic level if you start using their own growth metrics and margin guidance (which is light imo) to calculate revenue potential for CY27 we start to see >$1B in earnings from operations on the relatively “easy” side $OSCR Everything is coming together way more quickly than I anticipated and just a few months ago my numbers were “aggressive and unrealistic” to many on here. They blow away our model from the end of 2025. Now I’m in the midst of updating them all.

@TheGoatGains @AndriesBViljoen That’s what I think is possible 10x!

@jvakos @AndriesBViljoen Short term it may hit $5 Long term it’s a 10x

THE GOAT IS ON THE MOVE!! Yes, stock memes are cool. If you’d prefer a more serious version of my eVTOL news, including chart analysis, I am now on $HOOD Social! $ACHR to $100!

@StockChaser_ would be thrilled with $40 but a pull back to the 20DMA wouldnt surprise me.. $29

$OSCR is already at $31 Just 3 months ago, price was near $11 The turning point was 2026 guidance, which was • Revenue: $18.7–$19.0B, 59.8%-62.4% YoY • MLR: 82.4%–83.4% • Operating earnings: $250–$450M • Members: 3M, 50% YoY Without the ACA subsidies Then Q1’26 came out and the market started believing the guidance We have seen an almost straight 200% move with minimal pullbacks, even braking the previous important $23 resistance Do you think $OSCR hits $40 before before seeing a pullback?

@gulVasikova I didn’t see that, but thanks for sharing the mention of $JOBY in the plug for Ohio #1 business state cnbc piece… stock price is hitting 52 week Lowes they definitely need a positive catalyst

Ohio being named CNBC’s No. 1 State for Business could be a bigger deal for $JOBY than many investors realize. At first glance, this doesn’t look like Joby news. But if you read the report, Ohio specifically highlighted Joby Aviation’s manufacturing facility as the largest aviation project in the state’s history. That tells us Joby isn’t just another company operating in Ohio—it’s one of the state’s flagship investments. Why does that matter? As Joby moves from developing aircraft to mass production, execution becomes everything. Building thousands of electric aircraft isn’t just about having great technology. It’s about having the right place to manufacture them efficiently. Ohio earned the No. 1 ranking because of factors that directly benefit manufacturers: best-in-class infrastructure, low operating costs, a skilled workforce, strong energy investment, and a business-friendly environment. One of the biggest challenges facing manufacturers today is access to reliable and affordable power. Ohio has been investing in expanding its energy infrastructure, including natural gas and nuclear, while also speeding up permitting for major industrial projects. That gives companies like Joby a better foundation to scale production without running into the power constraints that are affecting other regions. The state is also investing heavily in workforce development. As Joby ramps production over the next several years, it will need engineers, technicians, mechanics, and manufacturing specialists. Ohio’s training programs are designed to create that talent pipeline, reducing one of the biggest risks for any company trying to scale advanced manufacturing. Another important point is the ecosystem Ohio is building. The state is aggressively attracting companies in aerospace, semiconductors, AI, batteries, and defense. That isn’t just good for the state—it’s good for Joby. As more suppliers and advanced manufacturers move into Ohio, Joby could benefit from shorter supply chains, lower logistics costs, faster access to components, and stronger collaboration across the industry. Ohio also highlighted several transformational projects already underway, including Intel’s semiconductor campus, Anduril’s defense manufacturing facility, LG Energy Solution-Honda’s battery plant, and Joby’s aircraft manufacturing site. Together, these projects are helping create one of the largest advanced manufacturing hubs in the U.S., and companies located within that ecosystem can benefit from shared infrastructure, suppliers, talent, and government support. This announcement won’t immediately increase Joby’s revenue or aircraft deliveries. But it does strengthen the long-term story. As Joby transitions from an innovative startup into a large-scale manufacturer, being located in the nation’s top-ranked state for business could become a meaningful competitive advantage. For long-term investors, this is another reminder that success isn’t just about building a great aircraft. It’s also about building that aircraft in the right location, with the right workforce, reliable infrastructure, supportive government policies, and access to a growing industrial ecosystem. On those fronts, Ohio continues to position itself as one of the best places in the country for Joby to execute its long-term manufacturing ambitions.