r/moomoo_official

Finally back in the green after what felt like forever sitting on this Kopin position. The gains hit 38% and counting, way better than that sub-20% expected upside everyone was talking about. Cost basis was locked in at 3.88, current price sits at 5.36 right now. Total vibes are exactly that classic Buffett line: get greedy when everyone else is hitting the sell button. Never skip doing your own DD on those overlooked microcaps; some of them sneak up and pay off huge way before you notice. Who else is riding this wave right now?

Meta Platforms (META.US) suffered a sharp decline today, closing at $565.58, down $24.27 (-4.11%) from the previous close of $589.85. 1 The stock opened at $589.85, briefly touched a session high of $590.24, but then experienced sustained selling pressure throughout the day, bottoming at $565.04 before settling near the low. Trading volume was elevated at 10.54 million shares, with turnover reaching $6.06 billion — well above typical activity.

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Look at that green move spiking hard in the early session, ripping straight from 38 to over 41 in the blink. Those green B entry marks caught the dip perfectly before the squeeze hit. Can't believe this AI hardware play is running that hot this morning, did no one expect this pop? Spotted this chaos scrolling through moomoo real-time feed, total wild move no one saw coming at open.

Got in at an average of $191.73, was sitting on a sweet 8.76% unrealized gain… then talked myself into selling this morning, convinced I’d caught the top. You can guess what happened next—price ripped straight to $211 literally minutes after I exited.

This is such a classic "too good to sell the news" play we've seen all quarter. They absolutely smashed top and bottom lines, revenue up 34% YoY, margins keep grinding higher, and Q1 guidance blew past consensus with a $2.3B midpoint. They're even on track to hit $3B quarterly revenue by FY27, with all their new CPO and next-gen product lines locked in on the roadmap. The real kicker? Everyone was panicking about CPO delays this month, management straight up called that out as nonsense, demand engagement is actually strengthening.

But after ripping 8% regular session and doubling down in the past 12 months, no one's surprised profit taking hit immediately. Capex spiked hard this quarter to scale supply, which spooked some folks looking for faster margin expansion right out the gate. Saw a ton of takes on moomoo community calling for this exact AH reset pre-market. Who's grabbing the dip here, or sitting this one out after the 200%+ run?More >>

Wrapped up intraday positions on NEBIUS, Micron Technology, SanDisk, and the AMD PUT right before bed, walking away with roughly $1500 total profit on the day.

That August 6 SpaceX lockup expiration is no joke — nearly 10 times the current public float could hit the market. Street price targets are spiking as high as $300 on AI upside, but most folks here are choosing to wait for the actual trading flow to shake out before making a move. Honestly, the tone feels way less panicked than I expected.More>>

SanDisk reported F4Q revenue of $9.0 billion, up 372% year over year, with non-GAAP gross margin of 84.6% and EPS of $39.25. Despite the record quarter, shares fell after management guided F1Q27 revenue and margin slightly below the market’s aggressive expectations. 

Datacenter went from roughly 12% of bit shipments in FY25 to about 38% in FY26, and that shift is the more important number. The company has also locked in eight-customer agreements covering $93.9 billion in minimum contracted revenue at roughly 80% gross margin floors. For a historically cyclical business, that level of forward visibility is unusual. Whether the guide reflects a timing gap or softer near-term demand is the tension.

Memory has always traded on cycles. SanDisk is pitching something closer to infrastructure. Curious whether others see the Q1 softness as noise, or a reason to revisit the thesis.

Source:

https://investor.sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results

https://www.bloomberg.com/news/articles/2026-08-05/sandisk-earnings-give-dip-buyers-an-opening-after-stock-s-plunge