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 |
|---|---|---|---|---|
 @bespokeinvestViews › | 0 | 4 | 2 | 0 |
 @carlquintanillaViews › | 0 | 1 | 0 | 0 |
 @Mr_DerivativesViews › | 2 | 2 | 2 | 0 |
 @OddStatsViews › | 0 | 0 | 1 | 0 |
 @ThetaWarriorViews › | 0 | 1 | 0 | 0 |
@Mr_Derivatives: $SOXX $SMH Back by popular demand... The Trampoline™️ Bulls gotta bounce here. Cmon.@Mr_Derivatives: @Mr_Derivatives notes $SOXX is well off the lows at +2.8% and almost green, quoting his prior call that bulls needed a red-to-green day and a hard bounce off the 50-day moving average after six down days.@OddStats: @OddStats: DRAM, the memory chip ETF, is down 27% in under a month and SOXX is down 17% in under two weeks.@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.@bespokeinvest: @bespokeinvest: today would be just the 2nd day this year that the Nasdaq 100, Philly SOX and S&P 500 Software all fell 2%+, versus 14 times last year and 34 in 2022.Partly aligned. No clearly opposing views so far.
@bespokeinvestViews ›@ThetaWarriorViews ›@ThetaWarrior notes a repeat September put writer on $SOXX.@OddStats: DRAM, the memory chip ETF, is down 27% in under a month and SOXX is down 17% in under two weeks.@Mr_DerivativesViews ›@carlquintanillaViews ›@carlquintanilla) @Mr_Derivatives asks what to do with $SOXX and $SMH, without stating a clear direction.@bespokeinvest: While the AI space gets pummeled, the rest of the market is surging. The average stock in the S&P 500 is up more than 1% today. S&P 500 Equal Weight $RSP is now up 3% in October versus a drop of 11% for the semis $SOXX. (Neutral)While the AI space gets pummeled, the rest of the market is surging. The average stock in the S&P 500 is up more than 1% today. S&P 500 Equal Weight $RSP is now up 3% in October versus a drop of 11% for the semis $SOXX.
While the AI space gets pummeled, the rest of the market is surging. The average stock in the S&P 500 is up more than 1% today. S&P 500 Equal Weight $RSP is now up 3% in October versus a drop of 11% for the semis $SOXX.
Reasoning: Macro
@ThetaWarrior notes a repeat September put writer on $SOXX.
$SOXX REPEAT SEP PUT WRITER 🧹
Reasoning: Sentiment
@OddStats: DRAM, the memory chip ETF, is down 27% in under a month and SOXX is down 17% in under two weeks.
DRAM, the memory chip ETF, is now down -27% in less than a month. SOXX, the semiconductor ETF, is now down -17% in less than two weeks.
Reasoning: Technicals · Short term
$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
Korean traders watching $QQQ close -2% and $SOXX & $DRAM close -5%, waiting for the KOSPI to open.
Korean traders right now watching the $QQQ close -2% and $SOXX & $DRAM close -5% waiting for the KOSPI to open be like:
Reasoning: Not tagged by analyst Specific
@bespokeinvest: today would be just the 2nd day this year that the Nasdaq 100, Philly SOX and S&P 500 Software all fell 2%+, versus 14 times last year and 34 in 2022.
Today would be just the 2nd trading day this year where the Nasdaq 100, Philly SOX (semis), and S&P 500 Software group all fell 2%+. It happened 14 times last year and 34 times in 2022.
Reasoning: Technicals · Short term
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.