Bulls On Wall Street is being added to TickerReceipts' tracked-analyst index. 19 stocks are in their coverage scope; verified prediction data will appear here as videos are processed.
"QQQ’s recent extension doesn’t mean the bull market is over, but the first “blow-off” weakness and earnings fade across tech are red flags that warrant caution until a consolidation pullback."
"QQQ is in a bull market that can stay overbought without being meaningfully extended, which makes the current momentum setup feel like strength rather than an automatic pullback signal."
"ARM’s earnings reaction was the wrong kind of strength—popping toward ~270 in post-hours and then reversing—signaling caution on the stock rather than a clean upside continuation."
"MU saw early-morning spikes that faded, and that intraday reversal behavior is being used as a caution signal even if the move isn’t outright bearish."
"SNDK faded most of the day after earnings-related trading, reinforcing that hot semis are starting to lose bid and deserve caution."
"QCOM’s trading looked “blowoffy” and then collapsed sharply from the extension, which is being framed as an exuberance warning rather than a buy-the-dip setup."
"AOI’s photonics-earnings reaction faded all day and it was down roughly 50–60 points off highs, showing sellers dominating the post-earnings tape."
"AAPL is called out as breaking out while other software/“hot names” weaken, making it one of the relative strength holds in the current tape."
"IGV is described as holding up better than the broader risk area today, fitting the theme that not all software is rolling over."
"FSLY is down sharply (about 40% on the day) and “nobody cares” despite reported performance details, which is framed as bearish price-action indifference."
"FLNC is treated as a tradable chart situation—despite missing earnings, the stock is viewed as “left for dead” with a chart that “looks really good,” so it’s in play."
"LNC is included in the “short list” of names the speaker likes relative to the broader fading tape, implying a higher-quality setup than the most overheated names."
"ZM is described as having a more impervious breakout-style structure versus peers that are getting hit on earnings deflation, making it a preferred long candidate on the chart."
"Even as some semis/“photonics” take a breather, the setup is framed as supportive for NVDA to push higher again."
"MSFT is suggested to be a likely beneficiary of renewed software strength with a potential run toward its 200-day moving average."
"BABA is characterized as semi-okay while some other Chinese names look better, yielding a mixed stance rather than a top-conviction long."
"RIOT is acknowledged as a “pig” with a failed mining framing, but the speaker still argues for a longer-term technical case to consider given the breakout-style behavior versus peers."
"NBIS is flagged as likely to be pressured by the earnings calendar (CoreWeave impact mentioned) and it’s described as weakening all day after getting to about the 194 area."
"HUBS is put on the earnings-play short/day-trade list, implying the speaker expects continued risk to the downside from the post-earnings setup."
"GOOGL’s outsized rally (hundreds of billions in added market cap on a big move) is presented as evidence the QQQ-led tape is strong and not in a bear-market regime."
