Nebius delivered $582 million in Q2 revenue as AI cloud margins approached 50%. Here is what the results mean for my core NBIS position.
CPI Expectations: Softer Inflation Could Fuel an SPY Squeeze
CPI expectations point to a softer inflation report. I explain the potential upside-squeeze setup and the key SPY, QQQ and VIX positioning levels I am watching.
Top Stocks Today: Bullish Tech, Semis Hedge CPI
GOOGL, APP, UBER, NFLX and TSLA led shorter-term bullish options flow, while SOXX, MU, STX and TER attracted downside protection ahead of CPI. Longer-term positioning in CRWD, PANW and MSFT remained strategically bullish.
Top Stocks Today: SPCX Leads as Gold Options Flow Turns Bullish – August 11, 2026
SPCX leads today’s bullish options flow while gold ETFs and miners turn constructive. Semiconductor positioning remains highly active but deeply divided.
Top Stocks Today: 5 Bullish Options Flow Picks – August 10, 2026
Options flow leaned bullish across semiconductors, space and crypto, with CRWD, TSEM, MRVL, AAOI and GLW leading today’s watchlist. Gold miners carried a bearish tilt, while software remained mixed and several bullish readings were driven mainly by put selling.
Top Stocks Today: PANW, META, SNDK & COHR | August 7
Semiconductor positioning remains unusually mixed, while cybersecurity, META and select space stocks attract bullish flow. SNDK is the standout, although its enormous net premium is dominated by put selling.