Source Post

Stock Investors, Everything Just Changed (AMD, Micron, Amazon, & Microsoft)

Jul 31, 2026

The creator discusses a volatile week in the stock market, highlighting significant moves in tech stocks like Microsoft, Amazon, Apple, Meta, Micron, and AMD. The discussion touches on macroeconomic events like FOMC and PCE data, as well as a significant unwind in the AI trade originating from South Korea, impacting memory chip companies.

Linked Mentions

Tickers discussed in this post

BEKENeutralLow ConvictionResearch Only

Skechers is mentioned as part of a group of stocks experiencing normal pullbacks.

SNDKBullishHigh ConvictionSignal-backedPrimary

SanDisk saw a remarkable 40% run from its bottom, with the creator achieving a 42% gain in 12 hours on a 3x leveraged long trade, highlighting the strong positive momentum in the AI space.

GOOGLBearishLow ConvictionSignal-backedSecondary

Google reported earnings and crushed them, but then crashed, bringing down other hyperscalers and creating nervousness around Amazon's subsequent report.

HOODNeutralMedium ConvictionSignal-backedSecondary

Robinhood released earnings and beat expectations, similar to SoFi.

SOFIBullishHigh ConvictionSignal-backedPrimary

The creator bought SoFi after its price pulled back, as the company 'absolutely smashed it' with its earnings.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD has fallen off a cliff this week, similar to Micron.

MUNeutralMedium ConvictionSignal-backedSecondary

Micron was down 10% this week and is currently pulling back, with the creator planning to discuss its fundamentals and technicals.

Linked Signals

Tracked calls opened from this post

SOFI
buy opened Jul 31, 2026
+5.09%
SNDK
buy opened Jul 31, 2026
+15.64%