The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @amitisinvestingViews › | 0 | 1 | 1 | 0 |
 @ripster47Views › | 4 | 0 | 1 | 3 |
 @StockSavvyShayViews › | 1 | 0 | 0 | 0 |
 @aleabitoredditViews › | 0 | 2 | 0 | 0 |
 @garyblack00Views › | 0 | 1 | 0 | 0 |
 @Beth_KindigViews › | 1 | 0 | 0 | 0 |
 @Mr_DerivativesViews › | 1 | 2 | 1 | 0 |
 @TrendSpiderViews › | 0 | 1 | 0 | 0 |
 @jimcramerViews › | 0 | 1 | 1 | 0 |
@ripster47: $MU $SKHY KOSPI Korea pumping after coming to senses post FUD on CXMT selling. Thanks for cheapies today. Next big wall of worry: CPI.@Mr_Derivatives: @Mr_Derivatives notes $SKHY is down seven days in a row and trading back near IPO price. He asks whether, if you missed the move from $150 to $200, this is a second chance.@Beth_Kindig: BofA raised its global memory TAM forecast to $2 trillion by 2030, up from $1.8 trillion, with annual run rate already exceeding $1 trillion as of Q3. $MU $SKHY $NVDA $AMD@jimcramer: @jimcramer: high fear is normally attractive, but buyers are needed for CoreWeave bonds, Oracle stock and SK Hynix; SK Hynix is the epicenter of fear since the Kospi is still up over 50% and many are under water.@amitisinvesting: @amitisinvesting: KOSPI fell below July's deleveraging lows with Samsung and SK Hynix both down 7%, asking whether it is CoreWeave's debt and Anthropic's light Q3 revenue or another fund blowing up.@Mr_Derivatives: $SKHY currently implying a 9th consecutive red day for tomorrow. $SOXX currently implying a 8th consecutive red day for tomorrow. $SMH currently implying a 8th consecutive red day for tomorrow.Clear split. Accounts are on both sides; see the two columns above for where they differ.
@jimcramerViews ›@jimcramer: high fear is normally attractive, but buyers are needed for CoreWeave bonds, Oracle stock and SK Hynix; SK Hynix is the epicenter of fear since the Kospi is still up over 50% and many are under water.@amitisinvesting: KOSPI fell below July's deleveraging lows with Samsung and SK Hynix both down 7%, asking whether it is CoreWeave's debt and Anthropic's light Q3 revenue or another fund blowing up.@Mr_DerivativesViews ›@ripster47Views ›@aleabitoredditViews ›@aleabitoreddit wonders if Elon's recent crusade against memory is because $SKHY and Samsung have been hiking memory prices too much.@TrendSpiderViews ›@Beth_KindigViews ›@garyblack00Views ›@garyblack00 says U.S. stocks were mixed pre-market (SPX flat, NDX -0.4%) as the global chip selloff hit Samsung and SK Hynix, Brent fell 1.5% to $105 and the 10-year yield eased 5.0bp to 5.19%, with Sept CPI due tomorrow and Fed Chair Kevin Warsh speaking Friday. He notes S&P 2026 EPS estimates of $367 (+32% YoY) imply a 21.3x P/E and a 4.7% earnings yield still inverted versus Treasuries, a rare setup outside the late-1990s dot-com bubble, and expects yields to retreat as the Iran conflict ends. He stays cautious on $TSLA given its extended valuation, negative forward earnings revisions and competitors commoditizing autonomous driving, while $ASML and $TSM report later this week.@StockSavvyShayViews ›@StockSavvyShay notes that $META CEO Mark Zuckerberg says “memory and persistence” are next priorities for Muse Wonder as agents take on tasks lasting weeks or months. Greater memory makes it harder to replace and creates another demand driver for $MU and $SKHY.@jimcramer: @jimcramer: high fear is normally attractive, but buyers are needed for CoreWeave bonds, Oracle stock and SK Hynix; SK Hynix is the epicenter of fear since the Kospi is still up over 50% and many are under water. (Bearish)@amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure.
2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies.
3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners (Neutral)@jimcramer: high fear is normally attractive, but buyers are needed for CoreWeave bonds, Oracle stock and SK Hynix; SK Hynix is the epicenter of fear since the Kospi is still up over 50% and many are under water.
High level of fear would normally be attractive. But you have to find buyers of Coreweave bonds, Oracle common stock and SK Hynix, of course. The latter is the epicenter of fear because the Kospi is still up more than 50% so lots of people under water
Reasoning: Sentiment
@amitisinvesting: KOSPI fell below July's deleveraging lows with Samsung and SK Hynix both down 7%, asking whether it is CoreWeave's debt and Anthropic's light Q3 revenue or another fund blowing up.
KOSPI just hit below the July lows when we had a massive deleveraging event. Samsung & SK Hynix are both down 7%. Is this all because of CoreWeave’s debt and Anthropic’s light Q3 revenues…or is there another fund blowing up?
Reasoning: Sentiment · Short term
$SKHY took about 40 days to rise from $135 to $195 but only 9 days to fall back to $135, illustrating the elevator/escalator market saying.
$SKHY took about 40 days to go from $135 to $195. $SKHY took just 9 days to go from $195 to $135. What’s that elevator/escalator saying again?
Reasoning: Technicals Specific
$SKHY currently implying a 9th consecutive red day for tomorrow. $SOXX currently implying a 8th consecutive red day for tomorrow. $SMH currently implying a 8th consecutive red day for tomorrow.
$SKHY currently implying a 9th consecutive red day for tomorrow. $SOXX currently implying a 8th consecutive red day for tomorrow. $SMH currently implying a 8th consecutive red day for tomorrow. Eeeeek.
Reasoning: Technicals · Short term
@jimcramer: momentum traders in SK Hynix seem to be beating the research driven buyers of ASML, for now.
The gunners in SK Hynix seem to be beating the homework-derived buyers of ASML...for now...
Reasoning: Sentiment
@Mr_Derivatives: $SKHY is set to open down 8 days in a row, uncommon for such a big name, recalling $META's record 20 day winning streak last year.
$SKHY Set to open down 8 days in a row. Look gambler’s fallacy when it comes to daily up/down streaks, but for such a big name, 8 consecutive days is a bit uncommon. I remember last year $META went up a record 20 days in a row, it was a sight to behold!! But you rarely see big names down 8 days in a row… They wouldn’t do it 9 days tomorrow would they…?
Reasoning: Technicals
@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.
💡Learn some Life Changing Trading Concepts : Live Trade Recap Earnings setups. Dip buys at the open. MTF Cloud Strategies $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META Winners and losers. No hindsight.
Reasoning: Technicals
@ripster47 shares a free Tuesday trading gameplan from 
@TENETTRADEGROUP covering $GS $JPM $MU $SKHY, with news plays, earnings plays, market plays and upgrades/downgrades. No view is given in the post.
Free Tuesday Trading Gameplan
$GS $JPM $MU $SKHY
News Plays, Earning Plays, Market Plays & Upgrade Downgrades
Courtsey @TENETTRADEGROUP
Reasoning: Not tagged by analyst
（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.