The creator uses Google as an example of a stock where buying underlying shares is preferable to using a 2x leveraged ETF due to decay.
Source Post
URGENT: AI Stocks Crash Ahead of FOMC and Meta Earnings
Jul 29, 2026
The creator discusses market sell-offs despite good earnings from companies like APLD, attributing some of the downturn to upcoming FOMC meetings and major earnings reports from Meta and Microsoft. They also mention a short trade on QBTS that was profitable and touch upon the broader market sentiment, particularly in AI stocks, and the historical context of the US dollar and gold.
Linked Mentions
Tickers discussed in this post
Super Micro reported excellent earnings and saw a brief spike, but has since been selling off, reflecting a broader AI market downturn.
Google's strong earnings were noted as a driver of a previous market rally, although the AI market has recently sold off.
Micron's earnings report was mentioned as a factor that contributed to a previous AI market rally, despite a subsequent pullback.
Oracle's previous strong earnings were a catalyst for the AI market rally, though the stock later pulled back.
Microsoft's earnings report is anticipated to provide insights into the market's performance, particularly for AI-related sectors.
Meta's upcoming earnings report is a key event that will provide insight into the market's direction, especially for AI stocks.
The creator successfully shorted QBTS after it announced a new deal with AT&T, capturing a 10% profit.
APLD reported strong earnings with 400% year-over-year revenue growth, but the stock sold off, and the creator is holding a trade expecting a profit.
Linked Signals
Tracked calls opened from this post
QBTSsell opened Jul 29, 2026
+31.22%