大老师Bugsbunny

What else is there to say?
Thank you everyone

RKLB issued a new share
$RKLBB

After Rocket Lab announced it may issue up to $1.94 billion in common stock, its share price fell 3.1% in pre-market trading.

#RKLB

cohr guessed correctly

cbrs guessed wrong again

CSCO earnings report bearish outlook

$CSCO

In the last 30 minutes of the closing, large bullish options positions were closed, seemingly intentional

Expected move: 7.57% (+/- $9.36)

From the options GEX perspective, 130 and 135 have also become key resistance levels for CSCO

Meanwhile, 110 is also an important support level for CSCO

And at the end of the session, from 13:30 to 13:35, there was a large ITM call sale transaction

This will be an extremely bearish options order

————————

Only represents a view from the options market, and deviates from facts relative to normal

#CSCO

COHR earnings preview

Options market bearish earnings/miss expectations

$COHR
then there was a large amount of short positioning, and in the final thirty minutes trading volume for put options increased further

Expected move: 8.92% (+/- $31.57)

Based on options orders, COHR is unlikely to fall below 300 and also unlikely to break above 400

The 9DTE 350 PUT is the main bearish options order. The options market believes COHR will trade below $350 after earnings

Given the strong performance today, this divergence in options is worth paying attention to

$COHRB

CBRS bullish after earnings

$CBRSB
Bullish and strong after the earnings report

Expected move: 11.46% (+/- $29.85)

As of 3:30, 290 is the current target price for the long position

At 300, a large number of profitable longs took profit and closed positions

#CBRS

Meets expectations, thank you everyone

I also kept watching the screen all night.

Let me talk with everyone about the changes in the market.

Yesterday at the open, the overall market was under pressure, with technology stocks and semiconductors getting capped at high levels.

But in the last ten minutes, SOXX Neocloud both surged sharply before the earnings report.

This suggests that the market is not as afraid of this CPI release.

So my take is: it meets expectations.

But possibly because the current CL (crude oil) price is too high.

FED (the Federal Reserve) officials may still come out and say something like,

“if current crude oil prices hold steady/rise, the Fed will still take action,”

or other recycled lines like that.

However, it won’t affect market sentiment.

# U.S. July CPI and PPI data will be released this week

Bitcoin has long been the largest and most strongly consensus-driven asset in the crypto market, but in DeFi, the capital efficiency of native BTC is actually not that high.

To borrow stablecoins, in the past you typically had to first wrap it, use cross-chain transfers, or hand the assets over to a centralized institution. Every additional layer adds extra custody, bridge, and contract risks.

Babylon Trustless Bitcoin Vaults (TBV) aims to solve this problem: enabling users to directly use native BTC as collateral, without needing Wrapped BTC, without cross-chain bridges, and without relying on centralized custodians.

Currently, TBV has already launched a public testnet for native BTC collateralized lending in partnership with Aave v4. After users deposit native BTC as collateral, they can borrow assets such as USDC and USDT on Ethereum.

I think there are four especially noteworthy aspects of this:

1. Native BTC can directly become on-chain collateral;
2. Users still retain self-custody;
3. Users can access market-based DeFi borrowing interest rates;
4. BTC liquidity is starting to enter larger financial scenarios such as lending, stablecoins, and derivatives.

If this architecture ultimately works end-to-end, BTC’s role will move beyond simply holding an asset and further extend into the foundational layers of on-chain credit and liquidity.

$BABY #baby

After-hours market close: earnings reports from five companies — concise takeaways

Slightly bearish:
SNDK — Negative gamma +大量 call unwinds + overly optimistic expectations; risk of disappointment if results meet expectations; partner Kaitopia may pull back.
WDC — Strong linkage with SNDK; pressure on the memory sector; options sentiment is somewhat cautious.

More bullish:
APP — Put wall at 410 as strong support; negative gamma amplifies upside; high-growth consensus.
DASH — Stable orders/GOV; consensus revenue up +30%+; growth narrative is clear.
FIG — Faster AI monetization + NDR at a high level; guidance could be revised higher. While there is risk of a “double hit” in memory, the rest depends on execution. Focus on guidance.

$SNDK $WDC $APPon $DASH $FIG.US

#SNDK