These are the stocks on my watchlist (7/30)


Hi! I am an ex-prop shop equity trader.

This is a daily watchlist for trading: I might trade all/none of the stocks listed, and even stocks not listed! I only hold MAG7/market indices long-term. If you use Old Reddit, click “Show Images” at the top to expand the charts. Any positions stated aren’t recommendations, I’m following subreddit rules to disclose positions.

Some stocks I post may be <$500M market cap. These are potentially good candidates to day trade; I have no opinion on them as investments. PLEASE ask specific questions. Questions like “Thoughts on _____?” or “Is ___ a good investment?” will be ignored or I’ll troll you unless you add detail and your own opinion. I will block you if you are a troll.

News: Ackman’s US Closed-End Fund Eyes $2 Billion in IPO Next Week

  • CRWD – Delta (DAL) seeks outage damages from CRWD and MSFT and has hired a law firm over the global cyber outage this month. Still long.
  • PYPL – Revenue and earnings beat. EPS of $1.19 vs $0.98 exp. $7.89B vs $7.81B expected.
  • ASTS – Still watching the $20 level, no material change beyond announcement of first five satellites being shipped out first week of August.
  • SFM – Reported revenue of $1.8B, and EPS of $.94 vs $.71 exp. Positive forecast after full year outlook was raised.
  • LSCC – Revenue fell mainly due to inventory normalization, and guided for a drop in topline performance. Revenue of $124.1M vs $130.2M expected, and EPS of $.16 vs $.36.

Earnings: AMD, MSFT, SBUX, PINS, FSLR


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