Las Vegas Sands is noted as an important company reporting earnings after the bell, with implications for consumer pulse in Macau.
Source Post
Iran War: Trump Is Out Of Options & The Market Is Not Ready For The Risk Ahead
Apr 24, 2026
The creator discusses market pullbacks, particularly in mega-caps like Apple, Nvidia, and Google, while highlighting Microsoft's relative strength. They express a preference for the cybersecurity ETF (HACK) over the software ETF (IGV) due to perceived strength and fundamental catalysts like government spending related to the Iran war. The creator also notes potential revenue growth concerns for hyperscalers and a rotation into healthcare names.
Linked Mentions
Tickers discussed in this post
Lam Research is mentioned as an important company reporting earnings after the bell.
IBM is listed as an important company reporting earnings after the bell.
ServiceNow is mentioned as an important company reporting earnings after the bell.
AT&T is mentioned as an important company with an upcoming earnings report.
Boeing is highlighted as an important company with an upcoming earnings report.
Vertiv is mentioned as a company with an upcoming earnings report.
The creator outlines an options strategy to bet against Marvell Technology, suggesting a pullback is likely and selling the 170 call as a bearish play.
A trader is betting on Oracle falling significantly, with the creator agreeing due to a perceived top and head and shoulder pattern, predicting a potential drop to $60.
Google is included in the list of stocks to watch for changes in put-to-call volume.
