Reddit Posts
Pre-Market Gainers and Losers for Today (August 7, 2026) 📈 📉
SPY closed the week in the deepest positive gamma I've seen in a while (IV ~9%)
Which stocks will crash after ER next week? and why
Which stocks will crash after ER next week? and why
The math behind the $3.5 Trillion Musk Bubble is absolutely cooked
The math behind the $3.5 Trillion Musk Bubble is absolutely cooked
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
HOW TO NEVER LOSE MONEY (WSB HATES THIS ONE SIMPLE TRICK)
Netskope (NTSK) - Slept on? Cybersecurity is more Important than ever with agentic AI Adoption
NO QUESTION ABOUT IT! IM READY TO GET HURT BY SaaS AGAIN!
Viral ASTS post removed by bots
when you realize you bought NET instead of NTAP
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
From $50K to $1 Million Trading Shares (No Options)
I DECLARE BANKRUPCY...ON AWS MARKETSHARE - STOCK MIKE
I sold 135 SPY + 50 QQQ and used the $$$ and $150,000 in margin to short stocks the 1st time and didn't go bankrupt and I have 650 USO.
If you missed the DeepSeek moment last year, don't miss this year's Kimi Week
If you missed the DeepSeek moment last year, don't miss this year's Kimi Week
CL sitting on a mechanical support right now, dealer data shows exactly where price goes next
Citrine Research: Market manipulation or coincidence?
CRWD and NET down almost 10% today because... Claude has a new code review skill
FSLY +91% in February: The Earnings Blowout Signals AI Tailwinds – But Is It Sustainable?
$FSLY AI Beneficiary Trading at a SaaS ShitCo Valuation
IGV $7.7M Contrarian Call: Gamma Floor at 84, Vanna Target 95-100
GMGI .74 cent undervalued .5x of 2025 revenue Proj $186mil
GMGI NASDAQ listed undervalued global reach micro cap trading at .5x yearly revenue
Is it better to roll covered calls or take assignment? (a complete guide, made $80k in 2025)
🦅 CAPTAIN CONDOR JUST PUT $32 MILLION ON THE LINE FOR CHRISTMAS EVE - DOWN ~$22 MILLION IN 3 DAYS!! (SPOILER: HE JUST GOT BLOWN TF OUT!)
PAVS just hit 1bil pre-split volume within 30 minites and 3bil within 60, so let's look at the DD
PAVS just hit 1bil pre-reverse split volume in 30 minutes so let's look at the DD
🚨 FLWS THESIS UPDATE: The Data Is Validating In Real-Time — Here's The Full Picture
🚨 FLWS THESIS UPDATE: The Data Is Validating In Real-Time — Here's The Full Picture
Silver START bullrun and ITRG next bagger30
Cloudflare outage, time to buy NET at discounted rate?
CATX MISSION: insiders buying, new CFO from Wall St, clinical signals + runway → 10x potential (alpha radiopharma hype incoming)!
Why the bubble narrative is a generational GOOG buying opportunity
Industry Catalysts + New Research on GLXY
Industry Catalysts + New Research on GLXY
Markets are at record highs. Which growth stocks still have room in H2 2025? Here are 5 with surprising data
Any shot Cavvy(Cvvy.to/ptoaf) a 50x?
Curious what do you all think about cloudflare (NET)
King of "sold too soon" and the dangers of overtrading.
$42,794 (11.2%) Return Over 10 Years Of Poverty-Tier Investing. $85,647 Roth At 45. Our Mortgage Is Our Only Debt.
If the Fed Cuts Rates in Sept: 20% gain in 6 months (60/40 Banks/REIT)
If the Fed Cuts Rates in Sept: 20% gain in 6 months (60/40 Banks/REIT)
Huge potential growth for Cloudflare?
ASTS BLUEBIRD B2 SATELLITE LAUNCH DELAYED TO NET 2026
“Patience is essential for trading. When there is nothing to do, do nothing.” – Jesse Livermore
SEI — THE MICRO-CAP POWER SLINGSHOT THAT’S GONNA RAW-DOG THE AI BOOM 💥🚀🌖
SPCB: $20m market cap, $17m cash on hand, $4m Q1 NET INCOME
$NET pops over 10% on revenue beat, slight earning miss
Just in: Baillie Gifford Portfolio disclosed its trades for Q1 2025
🚀🚀🚀 DEUTZ vs RHEINMETALL: WHICH GERMAN AUTIST PLAY WILL LAUNCH YOU TO THE FUCKING MOON? 🚀🚀🚀
Perspective Therapeutics (CATx) a targeted cell cancer Company is up to something big and Insiders are buying.
Okay Portfolio Going Into 2024? [23 YOLD Looking for long term investments]
A turnaround potential for Qurate Retail?
What's your thoughts on Qurate Retail (NSQ: QRTEA)?
I’m down big on these stocks, which should I average down on?
I need your thoughts/feedback - Alternative Investment Platform
Ronn, Inc. Signs Exclusive Agreement with Net Zero LLC, Global Pioneers in the Environmental Credit Market
SoFi's Deposits have jumped more than 10X since March 31st, 2022. What is your risk tolerance?
Mentions
Got in at 2.8 last week, sold some NET to add more on this range.
ELON MUSK is **HYPOTHETICAL MAN** * ❌️ invented self-driving cars * ✔️ WHAT IF he invents self-driving cars **ZERO** real accomplishments **ZERO** lasting legacy **$800 BILLION NET WORTH**
$NET calls will continue to print
**NET is valued as an** **Internet platform** **, not a cybersecurity vendor** The market is effectively betting that Cloudflare becomes a neutral operating layer for the Internet: the place where applications are secured, accelerated, executed, stored, connected, and increasingly accessed by AI agents. That explains the premium. It does **not** make the stock conventionally cheap. At the August 7 close of **$300.27**, Cloudflare had a market cap of approximately **$106.9 billion** and enterprise value of **$106.3 billion**. That equals roughly: **42× trailing revenue** **37× Cloudflare’s 2026 revenue guidance** **29× 2027 consensus revenue** **203× forward adjusted earnings** A trailing free-cash-flow yield of only **0.32%** Those are extreme numbers even for high-growth software. **Why investors are nevertheless willing to pay it** **1. Growth has reaccelerated at an unusually large scale** Cloudflare’s second-quarter revenue increased **36%**, accelerating from 28% a year earlier. Management now guides to approximately **32% growth for full-year 2026**, despite approaching a $3 billion revenue base. More importantly, most of the underlying indicators confirm that the growth is not merely coming from small AI developers: Dollar-based net retention accelerated to **120%** Remaining performance obligations increased **38%** Current RPO increased **35%** Customers spending more than $100,000 annually increased **27%** Large customers now generate **73% of revenue** Non-GAAP operating margin reached **13.8%** Revenue growth plus operating margin was therefore nearly **50%**—effectively Rule-of-50 performance. Cloudflare also added a record number of customers in every large-customer cohort, including customers spending more than $1 million and $5 million annually. Very few public software companies can simultaneously offer roughly 30%–35% growth, enterprise expansion, improving margins, and a credible path to a much larger addressable market. **2. Its products reinforce one another** Cloudflare is not just selling DDoS protection or CDN capacity anymore. Its platform spans: Application security and performance Zero Trust and SASE Network security and connectivity Workers serverless compute R2 storage and databases AI inference, gateways, agent orchestration, and related developer infrastructure The bull case is that these are not separate products requiring separate infrastructure. They run over the same network and generate cross-selling opportunities. Recent customer examples support this. One enterprise selected Cloudflare to eliminate five incumbent products, with potentially seven eventually displaced. Several customers chose Workers or R2 over incumbent hyperscalers because of lower latency, Cloudflare’s zero-egress model, security integration, and the ability to purchase multiple services through a common pool of funds. The analogy investors are reaching for is not “the next Akamai.” It is closer to a combination of: **Akamai + Zscaler + a lightweight AWS edge platform + an Internet traffic control plane.** That potential product breadth materially expands the plausible terminal market. **3. Cloudflare may be unusually well positioned for AI agents** Cloudflare said that more than half of the traffic traversing its network is now non-human. It ended Q2 with more than **7.4 million developers**, having added almost **2 million in one quarter—more than it added in all of 2025**. The potential monetization stack is unusually broad: Developers run agents on Workers. Agents use Cloudflare storage and state-management products. Enterprises use Cloudflare to secure agents and their data access. Websites use Cloudflare to identify, permit, block, or charge AI crawlers. Cloudflare could facilitate authentication and very small machine-to-machine payments. The market is therefore assigning value to Cloudflare before all of these revenue streams are separately visible. Investors see a chance that enormous growth in machine-generated requests increases demand for compute, storage, security, authentication, and traffic-management services simultaneously. This is the biggest reason the stock trades above what its present financials alone would justify. **4. Cloudflare has a developer-distribution flywheel** Cloudflare’s free and low-cost developer products create a very large funnel. Most individual developers will never become important customers, but some projects become successful applications or are brought into larger companies. The pattern is: developer adoption → workload adoption → security and performance usage → enterprise contract → additional platform products. Cloudflare’s latest results suggest that both ends of this funnel are working: paying-customer growth was extremely strong, while the number of large customers and spending by existing enterprises also accelerated. **5. It receives a scarcity and founder-led execution premium** There are not many companies with Cloudflare’s combination of product velocity, developer mindshare, enterprise security credibility, global infrastructure, and founder leadership. Matthew Prince has also been unusually effective at framing Cloudflare as the company architecting the next version of the Internet. That narrative premium matters. When results validate the narrative—as Q2 did—the stock tends to re-rate very sharply. **How exceptional is the valuation relative to peers?** On current S&P Global-derived figures, NET trades near CRWD on sales multiple, but materially above most other security and infrastructure-software peers. Fiscal calendars and business models differ, so this is directional rather than perfectly comparable. Nevertheless, the contrast is revealing: **NET’s premium is justified by expected growth and platform optionality—not by current cash generation.** Cloudflare’s free-cash-flow margin remains substantially below those of CRWD, PANW, DDOG, and ZS. Its developer-platform mix is also more infrastructure-intensive, with gross margins currently around **73%**, versus approximately 75%–80% for many pure software businesses. **What the current stock price implicitly requires** Consider a deliberately optimistic scenario: 2026 revenue: approximately **$2.87 billion** Five years of **30% annual revenue growth** 2031 revenue: approximately **$10.6 billion** Long-term free-cash-flow margin: **30%** 2031 free cash flow: approximately **$3.2 billion** Even in that excellent scenario, today’s enterprise value is already about **33× that hypothetical 2031 free cash flow**. For an investor to earn roughly 10% annually over those five years, Cloudflare would need to be worth around **$171 billion** in 2031, ignoring dilution. That would still require approximately: **16× 2031 revenue**, or **54× 2031 free cash flow** Cloudflare’s share count is currently increasing about 2% annually. Were that dilution to continue, achieving a 10% per-share return would require something closer to **18× 2031 revenue** or approximately **60× 2031 free cash flow**. The current valuation and dilution inputs come from Cloudflare’s updated market statistics; the scenario calculations are illustrative rather than a price target. That is the clearest way to understand the valuation: **even spectacular execution is not enough by itself. Cloudflare must also retain an exceptionally high terminal multiple.** **What could break the valuation** The most important risk is not that Cloudflare becomes a bad company. It is that it becomes merely a very good company. A reduction from 30%–35% growth to the low 20s could cause substantial multiple compression. Likewise, machine traffic does not automatically equal revenue: Cloudflare blocks significant amounts of malicious or unwanted traffic without incremental charges, while compute-heavy Workers and AI workloads can carry lower gross margins than traditional security software. Other risks include hyperscaler competition, slower enterprise adoption of Workers, declining net retention, persistent stock-based compensation, and the possibility that Cloudflare’s AI-commerce products prove strategically interesting but financially modest. **My view** **The valuation is explainable, but not comfortably justified.** Cloudflare probably deserves one of the highest multiples in software because it has unusually strong growth, architecture, distribution, and optionality. The latest quarter meaningfully strengthened the thesis that it could become core infrastructure for the agentic Internet. But at roughly **37× current-year sales**, the stock is priced for something close to category dominance. There is little room for ordinary execution, slowing growth, or a less-generous future software market. Relative to PANW, the distinction is: **PANW’s valuation is primarily supported by existing platform scale and cash flow.** **NET’s valuation is primarily supported by future platform creation and AI-era optionality.** That gives NET potentially greater upside if the broad “Internet operating layer” thesis succeeds—but much greater multiple risk if it develops into only an excellent security and edge-computing company. **NET is an exceptional business at a venture-style public-market price.**
NTRA TWLO TEAM CVSA NET HALO All got bull flags, don’t know them…
nice rug on NET too. you love to see it.
How is NET up so much? Did a bunch of people just discover the Internet?
Cybersecurity will be the winner of 2026 $NET $CRWD $PANW
Yeah let’s spam $NET $EBAY $SBAC
People talking about $HTZ when there’s $NET ….
That's true. Maybe big funds are mostly worried about token costs and the return on those not so much about what saas is profiting from yet. So Atlassian's earnings had a lot to do with managing and double checking AI agents. I guess the companies that focus on error checking AI will take off first. (Also NET had blowout earnings, so same is going for the cyber security stocks but has been for a while) /rambles
Right. I’m going to see if I can afford to get in tomorrow. Depends on if I don’t get IV crushed from my $NET calls.
Isn’t it so stupid and should be much more controversial that whoever makes these charts didn’t add $NET or $TEAM to it? Like people could have made tens of thousands in here and they just leave it off for no reason lol
Nobody replied to my repeated NET suggestion either shrug xD
You had a chance to load TEAM NET or ABNB and this sub in here chasing penny stock HTZ. Classic.
That's actually why I expected it to not do well, because they tend to swing back and forth, how the market prices expectations. Surprising for this one (Like NET blew out earnings today, last time it did well but stock went way down) Anyway if you have Schwab/think or swim there is a calendar for earnings, conference calls, dividends etc integrated
$TEAM and $NET both not listed but gapped up insanely after hours.
Nobody sell NET we spending this shit to 400
Should have followed NET guy. No balls 🤦
Yes, NET calls... lucky me looks like .... 😎
Sure glad I bought those puts on NET before close…
I said NET was a buy closer to $100 when it was nearing $150 back in April and never bought because of that. So yes, I am indeed an idiot.
ELI5 why NET trades at 40 PS and 260 forward PE?
Holy fuck NET. Missed out on all good ones today and sitting like a duck with sndk and MU
NET saving the port again
I was sadly dealing with being on phone with support due to my trading app having some problems and was not able to dive deep... and I'm not sure about my picks NET and AAOI... AAOI is a bit sketchy, but I have a side bet with someone LOL...
NET puts full port lets print
I bought NET probably 6 years ago, held for a long time, made off decently but it was still around $130 or so then. I remember people raging about it being overpriced at $80, $90, $100+. After I sell a stock I just go blind to it, but I got curious and can’t believe it’s as high as it is now. It seems like a real dangerous entry, but damn am I wish I held onto it. No regrets or crying in the casino as they say.
Bought 3k worth of NET puts. Do w this information as you will
what we think of NET earnings today? I sit on a few Jan 28 250 leaps, wondering if I should sell
Hot take: Starship flight 14’s results aren’t priced in. NET 8/20 depending on if the FAA approves the new flight path, but the plan is to orbit the vehicle for the first time, and deorbit to catch the ship at the launch site. (there’s also the problem with getting booster to soft splashdown, but they’ve solved that problem twice before. If that works, then even without proving re-fueling(needed for moon and mars), SpaceX will have a vehicle capable of reducing mass to LEO costs below the threshold where space data enters become profitable ($300/kg) But if the ship catch fails, I see SpaceX dropping down to 20 overnight. Especially if the launch mount or chopsticks get hit. If the ground storage fuel tanks, get hit, that’s the end of the whole fucking company.
I’m thinking about doing a call on NET earnings.
I actually think NET is one of those stocks that will probably double by next year. It’s used extensively to deploy AI apps and Agentic AI. That’s why it’s so strong. If it does sell off after earnings I’d be a buyer
I’m YOLOing Cloudfare ($NET) puts.
NET earnings tomorrow bought in a yr ago massive gains
How tf is NET almost $300/share? Their forward P/E is worse than Tesla now.
RIP $ZETA – REV GROWTH OF 44% Y/Y – GREW SUPER SCALED COUNT TO 197 – FREE CASH FLOW GREW 73% Y/Y – GAAP NET INCOME POSITIVE – 20th CONSECUTIVE QUARTER OF BEAT AND RAISE Down
AMD PRE EARNING FLOW: Bullish SHORT DATED FLOW: Heavy positioning in the Aug. 5 weekly calls, with additional buying across the Aug. 7, Aug. 14, and Aug. 21 expirations. NET PREMIUM: +$26.60M EXPECTED MOVE: ~$35 post earnings EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: Revenue: $11.28B est. vs $10.25B previous quarter EPS: $1.55 est. vs $1.37 previous quarter NOTABLE FLOW: 🟢 $5.9M Aug. 5 $530 Calls bought above the ask 🟢 $1.5M Aug. 7 $520 Calls sweep 🟢 $1.5M Aug. 21 $500 Calls 🟢 $1.1M Aug. 21 $500 Calls 🟢 Multiple additional bullish positions in the Aug. 5 $505/$530 Calls and Aug. 14 $575 Calls 🔴 Some protective put buying in the Aug. 5 $490/$425 Puts, but calls continued to dominate with $16.5M in call premium vs. $9.9M in puts. 👀 Net premium sits at +$26.6M, reflecting strong institutional bullish positioning heading into earnings.
SPCX PRE EARNING FLOW: Bullish SHORT DATED FLOW: Heavy activity in the Aug. 7, Aug. 14, and Aug. 21 expirations, with buyers targeting upside calls while some protective puts were also added. NET PREMIUM: +$37.17M EXPECTED MOVE: ~$18 post earnings NOTABLE FLOW: 🟢 $418.6K Aug. 21 $120 Calls 🟢 $290.1K Aug. 7 $120 Calls bought above the ask 🟢 $251.4K Jan. 2027 $150 Call sweep bought above the ask 🟢 $247.4K Aug. 7 $115 Call sweep 🔴 Notable hedging in the Aug. 14 & Aug. 21 $100 Puts, including a $425K trade 👀 Despite some protective put buying, call flow dominated with $20M in call premium vs. $11M in puts, while net premium climbed to +$37.17M, suggesting institutions remain positioned for further upside
NET just hit 300, has been on a warpath lately
You can use NET Gamma at those strikes, but using VOLUME to calculate it is hit or miss. Volume ticks on every trade, whether it's a buy or a sell, so it can be misleading. Also this type of environment is not normal and one hell of a time to start watching options greeks lmfao. But as of right now, yes. Gamma will determine where this moves. When you see put gamma near the strike start to match up/overtake call gamma, watch the IV. If call IV suddenly spikes or gets higher than Put IV, there's your sign to GTFO.
So ONLY call gamma above and put gamma below, not NET gamma at those strikes as the indicator?
They made a NET PROFIT of A BILLION DOLLARS - that’s more profit than they had revenue a year ago. What planet are you living on ?
CAT PRE EARNING FLOW PRE EARNING FLOW: Bearish (protective put flow outweighed bullish call activity) SHORT DATED FLOW: Heavy positioning in the Aug. 7 weekly options, with additional bullish exposure in the Aug. 14 $880/$887.5 Calls. NET PREMIUM: -$4.37M EXPECTED MOVE: ~$52 post earnings EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: Revenue: $19.07B est. vs $17.42B previous quarter EPS: $6.17 est. vs $5.54 previous quarter NOTABLE FLOW: 🔴 $1.80M Aug. 7 $840 Puts bought at the ask (largest trade of the day) 🔴 $353.2K Aug. 7 $750 Put sweep bought at the ask 🟢 $727.6K Aug. 14 $880 Calls bought at the ask 🟢 $700K Aug. 7 $860 Calls bought at the ask 🟢 $462.9K Aug. 14 $887.5 Calls bought at the ask 👀 Despite notable upside call buying, put premium ($2.1M) exceeded call premium ($1.9M), driving net premium to -$4.37M and suggesting institutions leaned defensively heading into earnings.
PLTR PRE EARNING FLOW PRE EARNING FLOW: Bullish (call flow leading, although protective puts were active into the close) SHORT DATED FLOW: Strong activity in the Aug. 7 weekly calls, with additional positioning in Aug. 21 and Sep. 18 expirations. NET PREMIUM: -$1.19M (late-session put buying outweighed earlier call flow) EXPECTED MOVE: ~$12 post earnings EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: Revenue: $1.81B est. vs $1.63B previous quarter EPS: $0.33 est. vs $0.33 previous quarter (flat) NOTABLE FLOW: 🟢 $863.7K Jan. 2028 $300 Calls (long-dated bullish positioning) 🟢 Multiple Nov. 2026 $310 Call sweeps totaling ~$800K+ 🟢 Aggressive buying in the Sep. 18 $200 Calls 🔴 Late-session hedging/protective put flow into the Aug. 21 $117/$130 Puts and Aug. 7 $122 Puts 👀 Overall flow remained 67.6% calls vs. 32.4% puts, with institutions continuing to accumulate upside exposure despite some downside hedging ahead of earnings.
Scam cyclicals are trading 10x - 15x their revenue. SNAP trading at 1x, 1.2x revenue (NOT EVEN NET ASSETS) extremely undervalued. 20USD stock trading at 4.5. Manupulated stock
2022 was biggest bear market since 2008. I remember stocks like Coinbase, Affirm, Net, Crwd etc going down 70-95% from peak. Coinbase went from $400 to $30. NET from $220 to $30. Even Amzn got cut in half that yr.
Which of these AI/software/space stocks will have a high possibility to crash after ER next week? and why? ANET, AMD, ALAB, WDC, SNDK, APP, NET, DDOG, TEAM, OKLO, SPCX
MAG 7 NET INCOME GOOG 112.11B AMZN 62.65B NVDA 58.31B MSFT 35.80B AAPL 29.79B META 15.85B TSLA 🤡 1.10B 🤡 Clear Winner GOOG
RDDT PRE EARNINGS FLOW 📊 PRE EARNING FLOW: 🟢 Bullish SHORT DATED FLOW: Aggressive buying in the Aug. 21 $235 Calls, alongside longer-dated Nov. 20 $170 Calls, with no notable put activity. NET PREMIUM: 🔴 -$2.45M EXPECTED MOVE: 📈 ±$17 (~9.5%) EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: • Revenue: $732.82M (Est.) vs. $663.41M previous quarter ⬆️ • EPS: $0.97 (Est.) vs. $1.01 previous quarter ⬇️ NOTABLE FLOW: • 🟢 $737.3K Nov. 20, 2026 $170 Calls (Sweep Above Ask) • 🟢 $115.5K Aug. 21, 2026 $235 Calls (Opening Unusual Sweep) • 🟢 100% of today's premium flowed into calls ($852.8K) with zero put premium. Overall, the options flow remains bullish, with 100% of premium allocated to calls ($852.8K vs. $0 puts). While overall net premium sits at -$2.45M, today's options activity was entirely call-driven, highlighting continued institutional upside positioning ahead of earnings.
RBLX PRE EARNINGS FLOW 📊 rocky-X PRE EARNING FLOW: 🟢 Bullish SHORT DATED FLOW: Mixed positioning into earnings with buyers targeting Sep. 18 & Oct. 16 $60 Calls, while some traders added Jul. 31 and Sep. 18 puts for protection. NET PREMIUM: 🔴 -$1.81M EXPECTED MOVE: 📈 ±$6 (~12.5%) EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: • Revenue: $1.60B (Est.) vs. $1.73B previous quarter ⬇️ • EPS: -$0.34 (Est.) vs. -$0.35 previous quarter ⬆️ NOTABLE FLOW: • 🟢 $165.9K Sep. 18, 2026 $60 Calls (Sweep) • 🟢 $158.4K Oct. 16, 2026 $60 Calls (Sweep) • 🔴 $229.3K Sep. 18, 2026 $47.5 Puts (Sweep) • 🟢 $98.1K Nov. 20, 2026 $75 Calls (Sweep) • 🔴 $73.5K Jul. 31, 2026 $49 Puts (Opening Unusual Sweep) • 🔴 $63K Jul. 31, 2026 $48 Puts (Block) Overall, the options flow leans bullish, with 74.2% of premium allocated to calls ($533.3K vs. $365.9K puts). While net premium is slightly negative and some downside hedging is present, institutions continue favoring upside exposure through longer-dated call buying ahead of earnings.
AAPL PRE EARNINGS FLOW 📊 by rocky-X PRE EARNING FLOW: 🟢 Mixed to Bullish SHORT DATED FLOW: Heavy positioning on both sides. Aggressive Aug. 21 $345 Calls were accumulated, while traders also targeted Jul. 31 $325/$330/$350 Puts ahead of earnings. NET PREMIUM: 🔴 -$9.10M EXPECTED MOVE: 📈 ±$10 (~3.0%) EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: • Revenue: $108.86B (Est.) vs. $111.18B previous quarter ⬇️ • EPS: $1.89 (Est.) vs. $2.01 previous quarter ⬇️ NOTABLE FLOW: • 🟢 $418.6K Aug. 21, 2026 $345 Calls (Split) • 🟢 $349.9K Aug. 21, 2026 $345 Calls (Split) • 🟢 $327.1K Aug. 21, 2026 $345 Calls (Split) • 🟢 $234.3K Aug. 21, 2026 $345 Calls (Split) • 🔴 $270.2K Jul. 31, 2026 $350 Puts (Sweep Above Ask) • 🔴 $215.9K Jul. 31, 2026 $330 Puts (Sweep Above Ask) Overall, the tape is mixed, with call premium leading ($7.0M vs. $5.2M puts) but negative net premium (-$9.10M) reflecting underlying selling pressure. Institutions continue accumulating the Aug. 21 $345 Calls, while short-dated put buyers are hedging into today's earnings release.
AMZN PRE EARNINGS FLOW 📊 by rocky-X PRE EARNING FLOW: 🟢 Bullish SHORT DATED FLOW: Aggressive buying in Jul. 31 $245/$260/$270 Calls and Aug. 21 $270 Calls, while some traders added short-dated protective puts into earnings. NET PREMIUM: 🟢 +$7.61M EXPECTED MOVE: 📈 ±$14 (~5.9%) EXPECTED REVENUE AND EPS COMPARED TO PREVIOUS QUARTER: • Revenue: $196.02B (Est.) vs. $181.52B previous quarter ⬆️ • EPS: $1.82 (Est.) vs. $2.78 previous quarter ⬇️ NOTABLE FLOW: • 🟢 $272.6K Aug. 3, 2026 $242.5 Calls (Opening Sweep) • 🟢 $209.9K Oct. 16, 2026 $255 Calls (Split) • 🔴 $213.9K Jul. 31, 2026 $230 Puts (Sweep) • 🔴 $201K Aug. 3, 2026 $240 Puts (Opening Split, Unusual) • 🔴 $195.6K Jul. 31, 2026 $237.5 Puts (Unusual Sweep) • 🟢 Multiple Jul. 31 $245/$260/$270 Call buyers throughout the session. Overall, the options flow remains bullish, with 77% of premium allocated to calls ($21.2M vs. $3.7M puts) and +$7.61M in net premium. While traders are adding some downside hedges, institutions continue favoring upside exposure ahead of earnings
NET: up with software, up with AI hardware PLTR: down with AI hardware, down with software 😡
Claude doesn't work with Visual Studio/.NET apps very well, github copilot in Visual Studio does
QCOM PRE EARNINGS FLOW 📊 By rocky-X PRE EARNING FLOW: 🟢 Bullish SHORT DATED FLOW: Aggressive buying in Aug. 7 $175 Calls, Aug. 14 $175 Calls, and Sep. 18 $180 Calls, with only light weekly put buying. NET PREMIUM: 🟢 +$9.77M EXPECTED MOVE: 📈 ±$12 (~7.6%) NOTABLE FLOW: • 🟢 $347.9K Sep. 4, 2026 $160 Calls (Opening Block, Unusual) • 🟢 $160K Aug. 7, 2026 $175 Calls (Opening Split, Unusual) • 🟢 $156K Aug. 14, 2026 $175 Calls (Opening Sweep Above Ask) • 🟢 $150K Sep. 18, 2026 $180 Calls (Sweep) • 🟢 Multiple additional Aug. 7 $175 Call sweeps totaling over $400K in premium. • 🔴 $49.6K Jul. 31, 2026 $152.5 Puts (Sweep) Overall, options flow remains bullish, with 85.6% of premium allocated to calls ($1.1M vs. $75.1K puts) and +$9.77M in net premium, driven by repeated opening call positions ahead of earnings.
Imagine making 100B NET profit (557% yoy growth!) in one quarter as a 1T market cap company and tanking because analysts were like “just honestly thought you would do better”
SKYH PRE-EARNINGS FLOW PRE-EARNINGS FLOW: Bearish bias with institutions favoring put exposure ahead of earnings. SHORT-DATED FLOW: Heavy buying in the Aug. 21 $115 Puts, highlighted by multiple ask-side sweeps around $180K each. Also notable buying in the Sep. 18 $90 Puts. NET PREMIUM: 🔴 $6.1M put flow vs. $1.7M call flow (74.5% put premium)
>U.S. INVESTOR LEVERAGE HITS RECORD HIGH AS NET CREDIT BALANCE PLUNGES TO ALL-TIME LOW >U.S. investors are more leveraged than ever, with net credit balance—cash balances minus margin debt—falling to a record **-$992 billion in May 2026**. The historic deficit highlights growing reliance on borrowed funds to finance stock purchases, increasing the risk of amplified market volatility and forced selling if sentiment weakens. lol. U-S-A! U-S-A!
>U.S. INVESTOR LEVERAGE HITS RECORD HIGH AS NET CREDIT BALANCE PLUNGES TO ALL-TIME LOW U.S. investors are more leveraged than ever, with net credit balance—cash balances minus margin debt—falling to a record -$992 billion in May 2026. The historic deficit highlights growing reliance on borrowed funds to finance stock purchases, increasing the risk of amplified market volatility and forced selling if sentiment weakens. Was there any doubt the unloading of bags was going to happen after record breaking levels of degeneracy?
WBX, RIVN, SMMT, PANW, NET and a few others
NET also dangles free tiers like gateway drugs! And its products are actually good and user friendly. Totally rooting for it
Feels like it's time for one, NET definitely has been regularly stairstepping
>U.S. INVESTOR LEVERAGE HITS RECORD HIGH AS NET CREDIT BALANCE PLUNGES TO ALL-TIME LOW >U.S. investors are more leveraged than ever, with net credit balance—cash balances minus margin debt—falling to a record -$992 billion in May 2026. The historic deficit highlights growing reliance on borrowed funds to finance stock purchases, increasing the risk of amplified market volatility and forced selling if sentiment weakens. But I thought only Koreans used leverage? Did WSB lie to me?
U.S. INVESTOR LEVERAGE HITS RECORD HIGH AS NET CREDIT BALANCE PLUNGES TO ALL-TIME LOW U.S. investors are more leveraged than ever, with net credit balance—cash balances minus margin debt—falling to a record -$992 billion in May 2026. The historic deficit highlights growing reliance on borrowed funds to finance stock purchases, increasing the risk of amplified market volatility and forced selling if sentiment weakens. Ok great everything's fine
Your probably chasing and looking at too many hype stocks instead of trying to find the next leadership rotation like for example who has or could profit from all this AI capex, PANW, APPL, MSFT, ONDL, CRWD NET DDOG are good examples, some are green or slight red but these have been showing the most strength within non defensive stocks
NET has been on a tear since it's earnings sell off.
FTNT hitting 170 before next Monday like I predicted was not what I was expecting but we'll take it. NET to 300 next!
Clueless corps trying to adopt AI agents and fire real people just creates more security vulnerabilities. Higher cybersecurity spend until there’s a “safe” and viable AI native competitor, which most likely will come from one of the already established platforms. CRWD, PANW, NET, FTNT all still relevant. IBM cited cyber security spend today as a reason they made less money competing for capex
ANET and NET hitting ATH
Freaking broker got up with some new rules, now to buy options (NO MARGIN involved) I need to \- have cash for positions (i'm fine) \- have cash for commissions (i'm fine) \- have extra 95% of sum above just in case that's for LIMIT order. Like to by at 6.5 you should have 650+22+612. What the hell is 612 I can't reason. Funny how because of this I missed NET order filling few days back, which did +207% yesterday.
While it closed under $150 today. I doubt it was enough time for shorters to buy back much. Already back over $150 after hours but that’s guarantee. On the other hand. If it stays above $150 some how AND we get the starship test flight next week (NET July 14th notice). It could be very interesting. Regardless. Today was ugly and painful.
\*PENGUIN SOLUTIONS 3Q NET SALES $478.7M, EST. $400.7M \*PENGUIN SOLUTIONS 3Q ADJ EPS 84C, EST. 54C $PENG let earnings season begin
Market rotation into NET lmao
most random day for NET to hit ATH
Palo is a safer long hold. Less volatility or big downturns. It's more institutional in that sense. I wouldn't be super confortable getting in now since it hasn't had a correction and is long overdue. The others two had downturns not because they are bad but because they were corrected due to going high and suffered sell off rotation to buy semis. My picks would be Zscaler at this moment in time for upside potential and NET for explosion. But all cyber should be good this Summer.
But more serious, cyber will get rotation this summer so it will probably keep climbing. It's a very solid company. If you want a cyber with more upside potential you have zscale or NET. Careful with NET volatility though. Its bit a longo hold.
NET & PANW will be among the biggest winners of 2026
NET POSITIVE! Shoutout to those who mentioned $PSIG & $IVF 🤙