Coinbase is mentioned as being up 3.2% while the VIX is also climbing.
Source Post
Nvidia Revenue Share, Neoclouds Sell Off | Market monitor
Jul 2, 2026
The creator discusses a sharp reversal in the NASDAQ and S&P 500, with notable movements in Nvidia, Tesla, and Apple. Nvidia experienced a quick drop after hitting over $200, despite news of potential new revenue streams from GPU cloud providers. Concerns are raised about Meta potentially having excess compute, which could negatively impact companies like CoreWeave and Nebius that have large contracts with Meta. CoreWeave is highlighted as taking a significant hit, with the creator questioning if the current sell-off presents a buying opportunity.
Linked Mentions
Tickers discussed in this post
SLE is mentioned as being up 3.4%.
Canopy Growth Corporation is mentioned as being up 4.7%.
Netflix is mentioned as being up 5.6% with a PE ratio of 25 times, suggesting it might be oversold.
Lum is down 10% and is at prices not seen since early April, suggesting a continued sell-off.
Rubrik is performing well and is close to hitting all-time highs, indicating a positive trend.
Service Now is showing signs of softening customer retention and worsening margins, though its current valuation might still be attractive.
Google is mentioned as a company whose upcoming earnings will be important for assessing advertising spend and consumer behavior.
Micron is mentioned as a name whose future prospects depend on upcoming earnings data and industry trends.
Coherent is down 10%, showing a notable price decrease.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.