SanDisk could report better-than-expected earnings due to memory shortages, but the question remains if this is already priced in.
Source Post
EPISODE 53: ALWAYS BUY THE DIP ON APPLE? AMAZON: NEW HIGHS? META: IS A BOTTOM FORMING?
Aug 1, 2026
The creators discuss several tech stocks, noting Apple's significant drop, Amazon reaching new highs, Google's surge after a collapse, and Microsoft's strong comeback. They also touch upon Reddit's performance, highlighting its revenue and EPS beats despite a 20% stock drop, attributing the decline to the CEO's handling of data licensing discussions.
Linked Mentions
Tickers discussed in this post
Palantir's earnings are approaching, and despite strong commercial execution, the stock has struggled due to a high multiple, with Michael Burry having previously closed a profitable short position.
Zoom is starting to perk back up, potentially driven by speculative interest in its stake in Anthropic, and the creator is holding the stock around $90 with a target of closing above $95.
Google's stock sold off due to a surprise negative free cash flow quarter and an unclear outlook for capex, though it has since recovered.
The creator mentions IBM as an example of a stock that experienced a "deadcat bounce" after a terrible pre-announcement, suggesting a similar pattern might occur for another stock.
Meta is mentioned in the episode title regarding whether a bottom is forming, but no specific discussion occurs in this transcript segment.
Reddit beat revenue and EPS expectations, but the stock dropped 20% due to the CEO's perceived poor handling of data licensing discussions.
Microsoft is experiencing a significant comeback, having its best day since 2008.
Google is performing exceptionally well after a prior collapse.
Amazon reached new highs today.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.