Semiconductor stocks have suffered brutal drawdowns from their highs over past month: • $SNDK -52% • $AMKR -47% • $ALAB -46% • $AAOI -42% • $SKHY -42% • $MRVL -41% • $COHR -39% • $INTC -38% • $KLAC -37% • $AMAT -34% • $ARM -31% • $AEHR -31% • $MU -30% Click the

William Moon @guaguaaiwo · 2026-07-28

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#1

I'll only say this once. These 7 stocks could look very different after the next earnings cycle... 1. $CRCL (Circle)→ $64 Strong Buy 2. $PLTR (Palantir) → $173 Must Buy 3. $AXTI (…

William Moon @guaguaaiwo · 2026-08-11
#2

I'll only say this once. These 7 stocks could look very different after the next earnings cycle... 1. $CRCL (Circle)→ $68 Strong Buy 2. $PLTR (Palantir) → $174 Must Buy 3. $AXTI (…

William Moon @guaguaaiwo · 2026-08-11
#3

IMPLIED VOLATILITY FOR EARNINGS THIS WEEK $LITE ±24.4% $COHR ±20.9% $ENVX ± 19.2% $NBIS ±17.0% $ASTS ± 15.8% $RKLB ±15.0% $HIMS ±14.5% $CRWV ±14.1% $SMCI ±13.5% $CAVA ±12.7% $SE ±…

William Moon @guaguaaiwo · 2026-08-11
#4

🚨IMPLIED VOLATILITY FOR 📈 📉EARNINGS THIS WEEK $LITE ±24.4% $COHR ±20.9% $ENVX ± 19.2% $NBIS ±17.0% $ASTS ± 15.8% $RKLB ±15.0% $HIMS ±14.5% $CRWV ±14.1% $SMCI ±13.5% $CAVA ±12.7% $…

William Moon @guaguaaiwo · 2026-08-10
#5

My wife and I both work at JPMorgan Chase. Most people do not realize how many tech giants are already deep in bear market territory. I'm only going to say this once: Buy before A…

William Moon @guaguaaiwo · 2026-08-10
#6

My August advice: • $SNOW (Snowflake) — Don't buy • $PLTR (Palantir Technologies) — Don't buy • $ARM (Arm Holdings) — Don't buy • $AAPL (Apple) — Buy at $210-$218 • $MSFT (Microso…

William Moon @guaguaaiwo · 2026-08-10

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