StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Strong Overall, Muted Open

Commentary:

Quiet Open today. I’m bullish overall and expecting continuation in the market. ESTC and AFRM best performers pre market and my focus. I am also monitoring RBRK for a red to green move on Strong Earnings. I took a small position last night on $95 U&R in RBRK which I am willing to add to or else just cut if the stock fails.

Overall have some great positions right now and really feel like NVDA is going to make a strong advance. My priority is to hold onto my winners and follow my rules.

AFRM (Favorite today)- Strong Earnings, Guidance Raised. Nice Chart. Capable of a Sustained Move.

ESTC - Strong Earnings, Mgmt Touting AI Acceleration. This stock as you can see is still in a downtrend overall. It is historically a disappointing stock to trade however earnings are strong and software/AI Application/Security has wind at it’s back. $100 Key Level.

RBRK - Strong earnings and potential IPO Breakout. Sold off last night. Not a surprise on it’s first Breakout attempt over $100. Monitoring it for a Red to Green today.

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Trade Updates:

Current Positions: TEAM, NIQ, PLTR, ABCL, QMCO, HTFL, NVDL, CRWD, OKTA, RZLV

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Rallying in Pre Market, Bullish

Commentary:

Lot’s of bullish earnings last night. So much so I’ve spent more time reviewing than normal. On days like this when there is plenty of things gapping up you generally have to pick 1 to 3 names out of them and just go with it. If you’re wrong and miss something else then just live with it.

With that in mind my focuses this morning are NVDA, OKTA and DG.

I bought NVDL last night while listening to the earnings call. Report was very bullish but the 2028 Guide of 70% Growth (even with Memory Bottleneck) vs. the markets predicted 45% is a huge jump. I think NVDA can go on a sustained run here. I will look to add on the open if we get a setup.

OKTA strong earnings and acceleration of RPOs. I felt this has the strongest chart and earnings of the Cyber Sec names.

DG strong results and acceleration in Comps and Store Traffic. The stock is neglected and I think can make a sustained move from here.

Other names like CRWD, CRM etc. obviously had good results which is a positive for the market but I felt they were much more incremental and with very little surprise. They may still work but as mentioned above just have to narrow it down as best you can on days like today.

Bullish leaning overall and would love to see the QQQ advance from here after some normal consolidation.

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Trade Updates:

Current Positions: TEAM, NIQ, PLTR, ABCL, QMCO, HTFL, RZLV, NVDL

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Slightly Down, Flat

Commentary:

Not much happening in the market this morning. All eyes will be on NVDA and other tech names tonight I guess. Yesterday was a relatively tame day in the market I think today may be the same with NVDA probably being the mover tomorrow depending on how they do.

In Play

TH: New Multi-Year Contract

Key Metrics TH:

Industry Group: Specialty Business Services, Market Cap: 1.83B, Float: 50.40, Short Interest: 7.87%, Days to Cover: 3.01, Earnings: 8/10/2026 8:30:00 AM, Exchange: NCM

Catalyst:

TH signed a multi-year lease-and-services contract on August 19, 2026 to house ~1,100 workers for an unnamed top-five hyperscaler’s Pecos, West Texas data-center project; ~$250 million of revenue expected through August 2030.

TH was a nice winner for me previously. The chart looks good here. Solid Contract announcement. Maybe not a big shock to the market but they also added a nice Guidance raise today whilst not changing CAPEX.

• FY26 revenue: $435–$445 million, from $410–$420 million (+6% at the midpoint).

• FY26 Adj. EBITDA: $105–$115 million, from $85–$95 million (+22% at the midpoint).

• FY26 capex: unchanged at $490–$510 million, excluding acquisitions.

• 2027-exit annualized targets, existing portfolio only: revenue >$750 million and Adj. EBITDA >$300 million, up from >$700 million / >$260 million at Q2.

TH provide temporary/modular accommodation so are definitely a secondary AI winner without any of the tech. Low vol pre market which is a negative but definitely my focus this morning. Needs volume at the open for sure.

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Trade Updates:

Current Positions: TEAM, NIQ, PLTR, ABCL, QMCO, HTFL, MRNA, RZLV

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Yields Dropping, Market opening Green. Bullish

Commentary:

Solid breakdown on the Yields and Oil Futures. Positive for the market. I still think in terms of indices nothing bad has happened yet and everything is currently normal.

Nothing in play today that I see. RZLV is about the best thing I see with a vague PR where they name GOOGL. No dollar figures announced. Don’t think it’s enough for it to go but the pre market price action is reasonable so far.

I will be watching MRNA/LABU for a potential Shoryuken.

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Trade Updates:

Current Positions: TEAM, NIQ, PLTR, ABCL, HTFL

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish

Commentary: Looking at the indices. There is still nothing wrong despite some natural pullback last week.

Of course yields remain an issue, Oil looks bullish (which we don’t like) and maybe the Dollar has found a short term bottom.

That being said we just need to monitor how our trades are following through and whether new setups are proliferating and following through. For the moment I would say that this is the case. We are also seeing new leadership in areas like Crypto, Biotech and Materials/Metals.

Yields are a concern of course. The actual intricacies of this stuff is totally over my head. I just monitor the price and also watch if the VIX can get some legs. If not then proceed as normal.

The big earnings this week is Wednesday evening with NVDA as the main attraction followed by CRM and CRWD as market movers. I actually see a lot of potential earnings setups this week which is nice. In terms of priority. NVDA, AFRM, DLTR and RBRK are top watches. The rest of my highlights are below.

On the macro front we have Core PCE before the open on Wednesday and Warsh speech on Friday. Making Wednesday overall an important day in the markets.

Right now I’m focusing on setups, not trying to overthink it and not getting my head turned with crypto moves etc. I’m seeing brilliant follow through on names this months so just keep it simple and wait for my setup. Day One Catalysts & Shoryuken Delayed Entry Setup. That’s it.

Trade Updates:

Current Positions: MRNA, HTFL, NIQ, TEAM, ABCL, PLTR

Macro Events (Eastern Time)

Major Economic Events this week.

Wednesday August 26 2026

• 07:30 AM - Core PCE Price Index MoM JUL (Previous: 0.1%, Consensus: 0.2%)

• 07:30 AM - Durable Goods Orders MoM JUL (Previous: 0.3%, Consensus: 0.7%)

• 07:30 AM - GDP Growth Rate QoQ 2nd Est Q2 (Previous: 2.1%, Consensus: 1.5%)

• 07:30 AM - Personal Income MoM JUL (Previous: 0.2%, Consensus: 0.3%)

• 07:30 AM - Personal Spending MoM JUL (Previous: 0.3%, Consensus: 0.2%)

Friday August 28 2026

• 09:00 AM - Fed Chair Warsh Speech

• 09:00 AM - Non Farm Payrolls Annual Revision Prel

Earnings Highlights

Stocks highlighted in GREEN are included due to Market Importance, Not necessarily due to chart or setup quality.

Earnings Highlights— Week of August 24th, 2026

Monday After Hours:
GRRR

Tuesday After Hours:
ZM, BOX, QMLS

Wednesday Before Open:
KSS, ANF, MOV, SFL

Wednesday After Hours:
NVDA, CRM, CRWD, OKTA, SNPS, VEEV, A, HPQ, URBN, P, PAHC, STDN

Thursday Before Open:
BBY, DLTR, DG, BBW, HQY, MTLS, TITN, BZUN

Thursday After Hours:
MRVL, IREN, ADSK, WDAY, AFRM, RBRK

Full Earnings Watchlist: TradingView Link

Biotech Catalysts:

Flagged Charts: FTH, KURA, IVVD, FDMT, INMB, PRQR, IMNM, GPCR

Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.

Full H2 Biotech Watchlist: TradingView Link

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Gap Down, VIX Spiking, Caution

Commentary:

Oil up, 10 Yr Up, VIX up. Market down. No reason to push things here as the Iran narrative ramps up again. Yields are wiping out the move created by Bessent’s intervention.

We want to see pin bars by the end of the day here on the indexes otherwise caution should be stepped up in the short term. Watch to see if VIX makes a new high in market hours.

BULL earnings play outlined below.

Also interested in MRNA Day 2 continuation short squeeze. In an ideal world they do a stock offering before the open and the stock squeezes anyway after shaking out. Wishful thinking. Think it can definitely make another move today though but probably need to be more nimble with it.

Worth monitoring Crypto as a market indicator in the next little while. Big move last two days.

In Play

BULL: Rev Growth Acceleration and Operating Profit Expansion

Key Metrics BULL:

Industry Group: Software - Application, Market Cap: 4.59B, Float: 311.74, Short Interest: 8.57%, Days to Cover: 2.34, Earnings: 8/19/2026 4:30:00 PM, Exchange: Nasdaq

Catalyst:

Strong earnings, rev growth accelerating, operating profit expansion. Company does not issue formal guidance. Good chart. This one has disappointed several times in the past but pairing it with the nice surge in crypto this week it gives it more potential for follow through in my opinion.

Q2 Results
🔹 Revenue: $198.8M (Est. $182.8M; +8.7%) 🟢; +51% YoY, +24% QoQ ⚡ ACCEL — sequential and YoY growth accelerated vs prior quarters
🔹 Trading-related revenue: $147.7M; +66% YoY
🔹 Adj. Operating Profit: $62.6M (31.5% margin); +169% YoY from $23.3M
🔹 Adj. Net Income: $43.2M; vs $15.4M prior-year
🔹 GAAP Net Income: $24.4M; vs –$28.3M prior-year
🔹 GAAP EPS (basic/diluted): $0.05 / $0.04; vs –$1.20 prior-year
🔹 Adj. Operating Profit per share (basic & diluted): $0.12; vs $0.05 prior-year

Sector KPIs (Fintech/Brokerage)
🔹 Customer assets (AUM): $28.5B; +79% YoY
🔹 Equity notional volume: $279B; +73% YoY, +7% QoQ
🔹 Options contracts: 213M; +68% YoY, +34% QoQ
🔹 DARTs: 1.6M; +62% YoY
🔹 Funded accounts: 5.13M; +8% YoY
🔹 Registered users: 28.2M; +13% YoY
🔹 Net deposits: +7% YoY

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Trade Updates:

Current Positions: TEAM, NIQ, PLTR, ABCL, QMCO, HTFL, LABU

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Flat Open, Patience

Commentary:

Solid selling yesterday. It still feels like a shakeout to me. My account was actually up for the day yesterday with the names we were in. The people that got smashed yesterday were, in my opinion, those with bad entries chasing former leaders. So for now I’m not concerned. If we start to break below 20EMAs then yeah sure then I’m pressing the brake in a big way.

No follow through so far on Yields, Oil, Dollar or VIX. This is positive.

The last couple of days there haven’t been any 5* Setups which likely kept us out of trouble while allowing us to hold our strongest winners. NBIS which was a delayed entry for me was a stop out for a small profit. I stand by my initial read that neither this or CRWV were Episodic Pivots. That being said for a short duration it would have been a good trade.

The only obvious stock to look at today is MRNA on their Positive Trial with MRK. This is huge news but the stock reaction has very much reflected that with a massive 100% move in the pre market. Maybe it can work but I think entry and risk are difficult here. I do think the stock can certainly have follow through.

There is a case to be made to look at LABU as a better vehicle for overall Bullishness and attention on Biotech sector which is at a nice spot on it’s chart.

Overall I wouldn’t be falling over yourself to buy this today but if you are looking to trade it then I would be careful about profit taking near the open.

Don’t see anything else. I will be likely just managing positions today.

Patience here. No need to force things.

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Trade Updates:

Current Positions: TEAM, NIQ, PLTR, ABCL, QMCO, HTFL,

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Gap Down Open

Commentary:

Decent gap down on no real news as such. This is a good test to see if the market is resilient. We are going right into the 10EMA and last Tuesdays’ B/O. The market should want to pop back over that level quickly otherwise we should become more defensive.

This morning should shake out a lot of people with less than stellar entries and especially those that have chased former leaders.

Yields are at highs and Oil looks Perky. VIX with a weak gap up.

For now I’m assuming this is a shakeout but at the same time I don’t want to get aggressive into warnings. Stick to sell and trim rules. Careful with any new exposure.

Luckily for us there is nothing today that I can see is worth considering. XOS is a nanocap that is running but has bee consolidating most of the morning on a Military Contract. This will likely be a go to for day traders if it can get above $5.

DUOT had solid earnings last night and a first positive operating quarter as data-center infrastructure company. This could work as a sort of delayed reaction type trade. I will be monitoring it.

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Trade Updates:

Current Positions: TEAM, NIQ, PLTR, ABCL, QMCO, HTFL, NBIS

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish, Flat Open

Commentary:

Very quiet open by the looks of things. Typical Monday vibes.

Worth monitoring Oil Futures here to see if the Oman/Iran deal is a negative for the market or causes a Trump bomb (figuratively and literally). 10yr Yields still hot. VIX slight uptick this morning. Nothing to be concerned about for now but worth acknowledging

The best thing I see this morning is DUOT. Executed five-year hosting service orders with Axe Compute for aggregate 55 MW AI facility capacity valued at over $500 million in contractual base payments.

No payments up front and lackluster volume pre market. The chart certainly has potential over $11. A big 6 year base. High Short interest. Low (ish) float.

Industry Group: Software - Application, Market Cap: 299.32M, Float: 28.02, Short Interest: 18.32%, Days to Cover: 6.23, Earnings: 8/17/2026 4:30:00 PM, Exchange: NCM

Needs volume to kick in at the open to actionable.

Otherwise I think it’s just a manage existing positions day. As mentioned in subscriber chat I am watching developing Robotics charts. These have all the hall marks of a theme run about to kick off. Ideally I would like to see a catalyst hit but worth monitoring for a breakout on CCXI, OUST, AEVA and AUR. Note: AUR Investor Day on August 20th.

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Trade Updates:

Current Positions: TWLO, TEAM, NIQ, PLTR, ABCL, BLZE, QMCO, HTFL, NMAX, NBIS

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish

Commentary: Last week was easily the best period since May. The indexes look good. We are getting follow through in many stocks and more stocks are setting up. For now it would be silly to be anything but bullish here. There are also several themes that look ready to setup.

Robotics charts are grouping in a textbook way for a theme run. AEVA, AUR, OUST, CCXI, AMBA and others. This is a top watch for me and it has been quite a while since I’ve seen such strong potential in a speculative group.

This week is a much quieter earnings week. So we will be looking much closer at PR catalysts. There are some nice looking earnings charts though. The best I see are KLAR (Tuesday BMO), KEYS (Tuesday AMC), OPRA & ZIM (Wednesday BMO) and finally BULL (Wednesday AMC). Remaining Highlights below.

Quiet week in Macro also. The main highlight will be FOMC Minutes on Wednesday afternoon.

If you’re not familiar with the cycle what we’re going to see now are Investor Days and Conferences taking over. That’s where management will announce something, upgrade guidance etc. etc. This helps existing positions as well as giving us new catalyst opportunities. When dealing with catalyst trading it’s good to familiarize yourself with the cycle we’re on.

Trade Updates:

Current Positions: HTFL, NMAX, NBIS, QMCO, ABCL, NIQ, TEAM, PLTR, TWLO

Macro Events (Eastern Time)

Major Economic Events this week.

Tuesday August 18 2026

• 08:30 AM – Building Permits Prel JUL (Previous: 1.374M, Consensus: 1.37M)

• 08:30 AM – Housing Starts JUL (Previous: 1.427M, Consensus: 1.35M)

Wednesday August 19 2026

• 02:00 PM – FOMC Minutes

Earnings Highlights

Stocks highlighted in GREEN are included due to Market Importance, Not necessarily due to chart or setup quality.

Earnings Calendar — Week of August 10, 2026

Monday Before Open:
AGPU

Monday After Hours:
DCGO

Tuesday Before Open:
HD, KLAR

Tuesday After Hours:
KEYS, TOL

Wednesday Before Open:
ADI, ZIM, OPRA

Wednesday After Hours:
BULL, WOLF

Thursday Before Open:
DE

Full Earnings Watchlist: TradingView Link

Biotech Catalysts:

Flagged Charts: FTH, KURA, IVVD, FDMT, INMB, PRQR, IMNM, GPCR

Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.

Full H2 Biotech Watchlist: TradingView Link

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish, Flat Open

Commentary:

Nice market breakout this week. Can’t really ask for much more. Looks quite broad to me. We’re well positioned now so there is no need to go crazy.

My main focus will be TSSI short posted below. In terms of longs I like NU and HTFL both with strong earnings. Neither of which are 5* however. HTFL is in an IPO base so needs to break above $40 to be in play.

UMAC is the other obvious one that is moving this morning on Trump Tariffs on Drone parts from outside the US. This company is connected to Don Jr. I don’t think I’ve ever made money on a company connected to the Trumps. For whatever reason they always seem to rug pull. That being said it’s worth mentioning and the chart looks constructive. I would much prefer to be looking at it with a company specific catalyst though not a Tariff headline.

Have a great weekend. Don’t ruin a great week by forcing it on a Friday!

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In Play:

TSSI: Big Revs and EPS Miss (SHORT)

Key Metrics TSSI:

Industry Group: Information Technology Services, Market Cap: 255.42M, Float: 25.53, Short Interest: 15.52%, Days to Cover: 3.73, Earnings: 8/13/2026 4:30:00 PM, Exchange: NCM

Catalyst:

Awful earnings from TSSI which, if you remember, had some nice moves in 2024 and 2025. It looks very much like the growth story is in trouble.

🔹 Revenue: $35.1M (Est. ~$46M range $44.7–47.1M; –25% to –26%) 🔴; –20% YoY
🔹 Diluted EPS (GAAP): $0.05 (Est. $0.06–0.07; –17% to –29%) 🔴; –17% YoY
🔹 Gross profit: $8.0M; +11% YoY
🔹 Gross margin: 22.8%; +640 bps YoY
🔹 Operating income: $1.6M; +16% YoY
🔹 Adj. EBITDA: $4.5M; +12% YoY
🔹 Systems Integration revenue: $13.9M; +46% YoY (39% of total vs 22% prior)
🔹 Facilities Management revenue: $2.7M; +84% YoY
🔹 Procurement revenue: $18.2M; –45% YoY
🔹 Operating lease income: $0.3M (new Round Rock warehouse)

Analysts were expecting Revs to be down 20% YoY but this Quarter shows that H2 needs really improved results to achieve that. It’s more likely the rev drop will be much more.

In terms of chart I think it has a nice Stage 3. Below the MAs before popping above and failing. The one negative for the short is the high short interest but if this can push below the recent lows in August then it can have a really nice drop into stage 4.

Trade Updates:

Current Positions: TWLO, TEAM, NIQ, PLTR, ABCL, BLZE, QMCO

Stocks in Play Watchlist:

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Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish, Patience

Commentary:

Hard not to be bullish here but the goal is to withstand any volatility before we breakout. (hopefully breakout higher)

I don’t see anything that blows my mind today. There are a couple of maybes in OMER (Commercial Inflection) and AIRO (Strong Earnings), FGI (Return to Profitability).

Otherwise I think it’s just a manage positions day and give the market time to do it’s thing.

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Trade Updates:

Current Positions: NIQ, PLTR, TEAM, TWLO, ABCL, QMCO, WEN

Stocks in Play Watchlist:

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Have a Great Day!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish, Gap Up Open

Commentary:

CPI was In-Line. We are seeing decent gap up open on the Indices. Ideally today is breakout day. The setup is good. A fade to red is not what we want to see. I am optimistic but wary of the first 30mins. QQQ, SPY and IWM look ready.

QMCO certainly out performed my expectations yesterday! What a move.

Today I think most peoples eyes are on CRWV and NBIS. I don’t really see a surprise in either of them to be honest. The only thing that happened was that they essentially re-affirmed the insatiable demand for the industry. Neither chart rocks my world so for better or worse I am going to just place them on the delayed watchlist.

I think that SOXL or TQQQ might be the best way to express bullishness on the industry today.

I’m a bit short on time so no full write up but I like HYLN if it can power up passed $5 on big earnings beat and raise and military contract announcement. It’s hitting the underside of 50MA on that $5 level so it may be an issue.

Finally worth setting an alert on DFTX with strong Phase 3 data release. Nothing happening in the pre market but above $50 could have a strong move. Just a secondary watch for me if volume comes into it.

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Trade Updates:

Current Positions: TWLO, TEAM, ABCL, PLTR, NIQ, QMCO

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Day!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish, Flat Open

Commentary:

The Iran narrative keeps ticking away but the market looks poised to break out higher. We saw some follow through on setups last week but it remains to be seen as to whether this is a hit and run market or is about to gather true momentum.

The best thing I see today is FF with strong earnings and a ‘‘return to GAAP Profitability’’. QMCO has a similar catalyst out of earnings. Charts on both are pretty good. FF needs above $6.50 and QMCO above $14 otherwise they’re just stuck in a quagmire. Need strong volume to come through on both to be considered.

I’m not giving these full write ups as I’m frankly not overly excited by them or to add new risk here today. Would much prefer to see some follow through on existing positions.

Less is more. Some important earnings this evening CRWV, LITE and tomorrow morning is NBIS.

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Trade Updates:

Current Positions: TWLO, TEAM, ABCL, PLTR, BLZE

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Day!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish, Flat Open

Commentary:

If the market continues to look like this then really I’m just focused on setups now. We have potential for good follow through and leaders to emerge. We can put the indices in the back seat. We don’t need to obsess with every gyration or get FOMO when the index has a strong day. This is a bull market, until it’s not.

Usual Monday morning. Not a ton of News flow. For whatever reason Monday’s are generally a bit sleepy for catalysts. My favorite today is a Biotech. ABCL outlined below is my focus.

SLN (Positive Phase 2 Data) and ACHR (Partnership with BA) are the other biggest headlines today. SLN has run a lot so expecting early profit taking. The data looks strong but my Biotech Sentiment Indicator is mixed on it. ACHR is quite dilutive (20% of Mkt Cap). Chart also lets it down. You can boil it down to a simple over $7 is good and below $7 is bad on ACHR.

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In Play:

ABCL: Positive Phase 2 Data for VMS/Hot Flashes in Menopause

Key Metrics ABCL:

Industry Group: Biotechnology, Market Cap: 2.66B, Float: 235.97, Short Interest: 19.12%, Days to Cover: 6.23, Earnings: 8/5/2026 4:30:00 PM, Exchange: NMS

Catalyst:

Excellent weekly chart, high short interest. Strong catalyst data. Company has plenty of cash.

AbCellera reported positive top-line Phase 2 results from the randomized, double-blind, placebo-controlled portion of its Phase 1/2 trial (NCT07118891) of ABCL635, a subcutaneous NK3R antagonist antibody for moderate-to-severe vasomotor symptoms (VMS/hot flashes) due to menopause. The study enrolled 92 postmenopausal women (mean ~10 moderate-to-severe VMS/day), randomized 1:1 to a single 600 mg SC dose of ABCL635 (n=46) or placebo (n=46). Primary endpoints at week 4 were met with high statistical significance (p<0.001 for both).

• “Best-in-class reductions in both frequency and severity”

• “New efficacy benchmark for the reduction of hot flashes”

• “Potential best-in-class vasomotor symptom relief”

• “Significant milestone for women’s health and for AbCellera”

• “Markedly improve their quality of life”

Trade Updates:

Current Positions: TWLO, TEAM, PUBM, PLTR

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bullish

Commentary: All of the indices have broken out. We are above MAs and holding well. Constructive action on lots of stocks on Friday. Difficult to be bearish here if we fail it will be clear. Focusing on individual names and I see plenty of potential in the earnings next week. We are over the busiest earnings period which is a relief but still plenty of opportunities. These last two weeks have been difficult to make the right picks due to the sheer volume of stocks moving.

Yields are still strong so we want to monitor that. VIX is at the lows and surprisingly never really made a move in this consolidation period. Dollar is falling and same for Oil.

Definitely seeing some better quality charts this week. On Monday I like MNDY (Joke intended…). KEEL worth watching as well but chart quality not as good. DJT looks really good Monday AH. SE Tuesday morning. Wednesday AH CSCO and CBRS are important for the market and there are chart setups there. I have posted my full highlights below.

Some other names that have market importance NBIS and CRWV, LITE. RKLB and ASTS. None of which have great setups for us in my opinion.

On a macro front we have some important numbers. Home sales numbers on Tuesday. CPI Wednesday will be the main macro info point and we have PPI Thursday. The market is looking for reasons for the FED to NOT raise rates in September. The jobs numbers this week were positive for that narrative. Next week remains to be seen.

For me the focus this week is sticking to process. Looking at average charts for too long can blur the senses. Going back through your chart books regularly is very important to focus in on the fact that when something is top quality it stands out like a sore thumb. The opportunities are coming. Let’s be ready.

Have a great week!

Trade Updates:

Current Positions: PLTR, TEAM, PUBM, TWLO

Macro Events (Eastern Time)

Major Economic Events this week.

Tuesday August 11 2026

• 10:00 AM - Existing Home Sales JUL (Previous: 4.09M, Consensus: 4.07M)

Wednesday August 12 2026

• 08:30 AM - Core Inflation Rate MoM JUL (Previous: 0%, Consensus: 0.2%)

• 08:30 AM - Core Inflation Rate YoY JUL (Previous: 2.6%, Consensus: 2.5%)

• 08:30 AM - Inflation Rate MoM JUL (Previous: -0.4%, Consensus: 0.1%)

• 08:30 AM - Inflation Rate YoY JUL (Previous: 3.5%, Consensus: 3.4%)

Thursday August 13 2026

• 08:30 AM - PPI MoM JUL (Previous: -0.3%, Consensus: 0.1%)

Friday August 14 2026

• 08:30 AM - Retail Sales MoM JUL (Previous: 0.2%, Consensus: 0.2%)

• 10:00 AM - Michigan Consumer Sentiment Prel AUG (Previous: 55.2, Consensus: 54)

Earnings Highlights

Stocks highlighted in GREEN are included due to Market Importance, Not necessarily due to chart or setup quality.

Earnings Calendar — Week of August 10, 2026

Monday Before Open:
KEEL, MNDY, NESR, AIOT, AIRS, BBGI

Monday After Hours:
RKLB, HIMS, DJT, GCTS, BBIO, EVC, NIQ, ACM, QMCO, ALMR

Tuesday Before Open:
VG, RXT, TME, SE, AUTL, BCAX

Tuesday After Hours:
CRWV, LITE, WRAP, TSHA, ATEX

Wednesday Before Open:
NBIS, TRMB, GLBE, BETA, PFGC

Wednesday After Hours:
CSCO, CBRS, EQPT

Thursday Before Open:
ONDS, XE, AVAH, YETI, BLSH, AIRO, TSAT, YSWY, KITT, LWAY

Thursday After Hours:
AMAT, NKTR, GLOB, HAWK, NMAX

Full Earnings Watchlist: TradingView Link

Biotech Catalysts:

Flagged Charts: OTLK, GUTS, BHVN, AMLX, COGT, SVRA, TGTX, ALMS, TENX, ALXO, NRIX, IMNM, KYMR, AVBP, PCRX, ZURA, NBTX

Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.

Full H2 Biotech Watchlist: TradingView Link

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Market Below all MAs, Cautious Approach

Commentary:

Yields, Dollar and Oil red going into today. The current environment is difficult. I’d compare it at the moment to February/March period where honestly it was so hard to pick the stock that would get the follow through. In easy markets it’s simply more obvious! Plenty of gappers this week but very difficult to pick the right one.

We had a strong breakout across the board and some rest. We obviously don’t want this turning into a failed breakout but right now it’s acting naturally. Today we are gapping up strongly. I’m leaning bullish right now. No need to overthink it. Just hoping we can see some follow through in quality names.

I’ve had a difficult week in terms of routine. Everything that could possibly disrupt me did! The newsletter had to take a back seat as did trading.

Main picks posted below but I also have alerts set on FROG, ACMR, TWLO, FRD

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In Play:

TEAM: Strong Earnings and Acceleration, Turnaround

Key Metrics TEAM:

Industry Group: Software - Application, Market Cap: 27.96B, Float: 157.57, Short Interest: 11.20%, Days to Cover: 3.42, Earnings: 8/6/2026 4:30:00 PM, Exchange: NMS

Catalyst:

Strong Beat on Revs, EPS and Acceleration in ARR and RPOs. If Software is going to work then simply put TEAM is going to work.

🔹 Revenue: $1.766B (Est. $1.66B) 🟢; +28% YoY
🔹 Adj. EPS: $1.87 (Est. $1.50 / Zacks $1.48) 🟢; +91% YoY
🔹 GAAP EPS: $0.55; vs. $(0.09) YoY
🔹 GAAP Operating Margin: 12%; +14 ppt YoY
🔹 Non-GAAP Operating Margin: 36%; +12 ppt YoY
🔹 GAAP Gross Margin: 87%; >+3 ppt YoY
🔹 Non-GAAP Gross Margin: 89%
🔹 Cloud Revenue: $1.213B; +31% YoY
🔹 Subscription ARR: $6.606B; +23% YoY
🔹 RPO: $4.817B; +44% YoY
🔹 Quarterly FCF: $475M (27% margin)

Next-Quarter Guidance (Q1 FY27)
🔹 Revenue: $1.705–1.715B (midpoint $1.710B vs. prior consensus ~$1.65–1.67B) 🟢
🔹 Cloud growth: ~28.5% YoY
🔹 Non-GAAP Operating Margin: ~28.5%

FY Guidance (FY27)
🔹 Subscription ARR growth: ~18%
🔹 Total Revenue growth: ~13%
🔹 Cloud growth: ~25.5%
🔹 Non-GAAP Operating Margin: ~25%

“Q4 closes out a year that proves our long-term strategy is paying off. Total revenue grew 28% year-over-year to $1.8 billion, Cloud revenue growth accelerated to 31% year-over-year, and our MCP server and Teamwork Graph CLI surpassed one million monthly active users, more than doubling in a single quarter. In the AI era, context is the edge but it’s hard to build and can’t be hired. Thanks to 25 years of connecting teams, customers get one of the best context graphs for orchestrating agentic workflows.”
Source: Press Release / CEO Mike Cannon-Brookes

PUBM: Double Digit Revs Acceleration, Beats on Revs, EPS, and Guide

Key Metrics PUBM:

Industry Group: Software - Application, Market Cap: 858.28M, Float: 37.62, Short Interest: 7.83%, Days to Cover: 4.79, Earnings: 8/6/2026 4:30:00 PM, Exchange: NGM

Catalyst:

Growth Inflection, Beat on all metrics and raised Full Year Guidance. Weekly chart is neglected and the stock is performing in massive contrast to the traditional leader in this segment TTD (Which is being disrupted). Possibly a thin stock so beware but definitely has strong potential.

Q2 Results
🔹 Revenue: $78.6M (Est. $69.0–69.15M) 🟢; +11% YoY
🔹 Adj. / Non-GAAP EPS: $0.12 (Est. −$0.01 to $0.03; range noted) 🟢; +140% YoY from $0.05
🔹 GAAP EPS: $(0.03); improved from $(0.11) YoY
🔹 Adj. EBITDA: $19.6M / 25% margin (Est. ~$9.06M) 🟢; +38% YoY from $14.2M / 20%
🔹 Operating income: $0.58M (positive vs. prior-year loss)
🔹 Free cash flow: $13.7M; +47% YoY
🔹 Impressions processed: 92 trillion; +18% YoY
🔹 Cost of revenue per million impressions: −20% TTM

Next-Quarter Guidance
🔹 Revenue: $75–77M (midpoint $76M vs. Est. ~$70.8–71.1M) 🟢
🔹 Adj. EBITDA: $17–19M (midpoint $18M vs. Est. ~$10.9M) 🟢

Segment / Mix Detail
CTV, mobile app + emerging ~60% of revenue.
🔹 CTV: ~20% of revenue; +13% YoY globally (+25% Americas)
🔹 Mobile app: ~25% of revenue; >+40% YoY
🔹 Emerging (Activate, Commerce Media, Connect, AI solutions): ~15% of revenue; ~+100% YoY

“The second quarter marked an important inflection point for PubMatic. We delivered double-digit revenue growth earlier than anticipated, expanded profitability and strengthened our competitive position across AgenticOS, CTV, and mobile app. AI is transforming how digital advertising is planned, activated and optimized, increasing the emphasis on performance advertising. Our AI-native infrastructure and proprietary intelligence consistently deliver better performance, faster execution and greater efficiency for customers. Every interaction strengthens that intelligence, creating a compounding advantage that is difficult to replicate.”

Source: Press Release (CEO Rajeev Goel)

Trade Updates:

Current Positions: TWLO, TEAM (After Hours)

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Market Below all MAs, Gapping Down, Potential 3 Days Up

Commentary:

Gapping down again this morning on the QQQ while the DIA, and SPY are up. Lot’s of news out this morning about more Korean leverage wipeouts overnight. I think a Red to Green on the QQQ is getting likely. Note we do have the FED meeting tomorrow and again there is more news flow coming out about surprise hikes. Regardless of all these narratives we are looking at price.

There isn’t a lot in terms of quality catalyst so I won’t waste time with Writeups. I’m looking at ALT on Positive Phase 2 Data for Alcohol Use Therapy. High Short Interest is the main draw here. Worth noting however that Biotech land was rocked yesterday with CAPR on FDA claims they had manipulated data and the same is occurring today with REPL.

The other watch is FIRY (formerly SKLZ) on a rehash of Court Case Win and large award in their favor. This is not new but the judge signed off on the higher recommended judgement yesterday so potential for it to be active intraday.

NMAX is a last minute one worth watching also with META Partnership story.

Overall I think it’s a hit and run or do nothing market. Both are fine approaches. The latter being the easiest. All of the above are not 5 star and it’s frankly difficult to tell what is going to work when they’re of average quality in a bad market. If you can’t sit out there is a case for just using market ETFs instead.

Note I am away tomorrow until Friday so there are no newsletters for the rest of the week. I hope to do some light work and post in Subscriber Chat!

Have a nice day!

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Trade Updates:

Current Positions: DFTX,

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Market Below all MAs, Gapping Up, Potential 3 Days Up

Commentary:

Strong gap up this morning on very little tangible news. Just the usual ‘‘talks are going well’’ for the hundredth time. We can easily do the same routine here of three days up but I don’t see a sustained move incoming unless we get some sort of major catalyst in the market. I won’t be surprised to see the market fade from here today and at this stage (because there are no setups) I would welcome that happening.

EDBL looks like your nanocap mover of the day on some WMT distribution expansion deal. Caution on this it will be very volatile if trading it. Not for the faint hearted.

There is nothing of quality long or short today. The market is very correlated right now so we likely move at the whim of the Indices. Regardless of the markets I always find Monday’s to be the best days to be patient. For whatever reason I think you get the least amounts of game changing news on a Monday morning.

I will be focusing on studying today.

Have a nice day!

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Trade Updates:

Current Positions: DFTX, TSLQ

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe

StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.

Situational Awareness:

Market Condition: Bearish

Commentary: This is the biggest earnings week by volume of stocks reporting. We also have some major market movers reporting. Unfortunately the market conditions have basically nerfed this earnings season so far. The QQQ is performing the worst and it’s below all major moving averages and on Friday threatened a proper breakdown out of it’s 3 month range. The SPY and DIA are performing marginally better but still under pressure. We are however still well able to just bounce here and continue the chop. Either way I’d be in no rush to press the accelerator. In an ideal scenario we’d get some sort of panic event that causes a proper fear sell off…but that’s the dream. We don’t always get what we want.

We also have the VIX, 10Y, DXY and CL very strong which isn’t good for stocks.

I have no expectations this week only to monitor earnings, go through my process and be ready for opportunity if the market can stabilize. I am however leaning more bearish now and will make a bigger effort to monitor short catalysts for follow through. Shorts are something I’ve been doing a lot more work on in recent times but they behave differently and day one requires more of a day trade element in my opinion vs. how long catalysts act in a good market. That being said they can be very profitable.

MSFT, META, AAPL, AMZN are the big hitters this week followed by ARM, HOOD, STX and the two big Oilers XOM and CVX. As always I’ve highlighted the best charts and stocks of note below. There are far more stocks reporting this week, too many to mention. I think it’s beneficial to not get stuck in the weeds too much right now.

On a macro front we have a big week also. The highlight being the FED Rate decision on Wednesday at 2pm ET. US PCE for June on Thursday at 8:30am is also important.

For me the focus this week is sticking to process and using the spare time (that is likely to be the case) to really refresh myself on what a good setup looks like. Looking at average charts for too long can blur the senses. Going back through your chart books regularly is very important to focus in on the fact that when something is top quality it stands out like a sore thumb. Right now nothing is standing out like a sore thumb. If you don’t have a chart book….well now is a good time!

Have a great week!

Trade Updates:

Current Positions: DFTX, TSLQ

Macro Events (Eastern Time)

Major Economic Events this week.

Monday July 27 2026

• 08:30 AM - Durable Goods Orders MoM JUN (Previous: -4.5%, Consensus: 1.6%)

Wednesday July 29 2026

• 02:00 PM - Fed Interest Rate Decision (Previous: 3.75%, Consensus: 3.75%)

• 02:30 PM - Fed Press Conference

Thursday July 30 2026

• 08:30 AM - Core PCE Price Index MoM JUN (Previous: 0.3%, Consensus: 0.1%)

• 08:30 AM - GDP Growth Rate QoQ Adv Q2 (Previous: 2.1%, Consensus: 2.3%)

• 08:30 AM - Personal Income MoM JUN (Previous: 0.7%, Consensus: 0.3%)

• 08:30 AM - Personal Spending MoM JUN (Previous: 0.7%, Consensus: 0.4%)

Earnings Highlights

Stocks highlighted in GREEN are included due to Market Importance, Not necessarily due to chart or setup quality.

Earnings Calendar — Week of July 27, 2026

Monday After Hours:
BRO, TFII

Tuesday Before Open:
PYPL, UPS, INCY, PII, ALKS, TXT

Tuesday After Hours:
V, F, STX, TER, CAR, NOV, ACGL, ASH, CLW, CR, NEO, QUAD

Wednesday Before Open:
ADP, SWK, LAD, VRSK, WNC, SILC

Wednesday After Hours:
MSFT, META, ARM, HOOD, FTNT, CVI, CNMD, IVA

Thursday Before Open:
MO, TT, MDGL, DAR, HNI, CVEO, PACK, RAL, STNG, TEX, UNIT, VCEL

Thursday After Hours:
AAPL, AMZN, RDDT, SYK, DXCM, RYAN, ACCO, BWIN, CDNA, CSTL, GH, INGM, LYV, SNDR, SPSC, VCYT

Friday Before Open:
XOM, CVX, ABBV, MGA, FET, PRM, PAYP

Full Earnings Watchlist: TradingView Link

Biotech Catalysts:

Flagged Charts: OTLK, VTRS, GUTS, BHVN, AMLX, COGT, SVRA, TGTX, ALMS, TENX, ALXO, GLUE, NRIX, IMNM, KYMR, AVBP, PCRX, ZURA, NBTX

Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.

Full H2 Biotech Watchlist: TradingView Link

Stocks in Play Watchlist:

Stocks in Play Watchlist (TradingView Link)

Have a Great Week!

Sean Sharpe