Bull Ticker @TheBullTicker

Long $CRCL today. Volume looks amazing on this sell off. By: @wallstAustin

The Evening Desk is up: PPI tomorrow 8:30 AM ET, CPI Friday, and futures now price a 60/40 coin flip on a September hike. $SPY $QQQ Everything traders need before the bell: thebullticker.com/article/tz-202…

$META jumps 6% on its new 'Muse' AI assistant while $AAPL dips after CEO John Ternus's first launch — the foldable iPhone Duo. Big Tech is splitting into winners and losers: thebullticker.com/article/news-2…

Brent settles above $100 for the first time in over a month after U.S. strikes on 5 Iranian tankers. Diesel stockpiles lowest since 2003, pump price nearing $6. What it means for $XLE $USO and inflation: thebullticker.com/article/news-2…

Closing bell: $DJI slides 405 pts, $SPX falls a 3rd straight day as the 10-yr yield hits 4.84% — highest since Oct 2023. PPI tomorrow, CPI Friday. Full wrap: thebullticker.com/article/news-2…

$HOOD keeps ripping — fresh surge into the weekend. Retail trading volumes, crypto revenue and the prediction-markets push are doing the heavy lifting. Full numbers + what's next: thebullticker.com/article/news-2… $COIN $IBKR

A +162K payrolls shock changes the junior mining tape: → Gold slipped on spike in rate-hike odds — but $91 oil keeps the inflation bid alive → Higher-for-longer rates = the financing window for juniors stays selective → Quality stories with cash and catalysts get funded; the rest get diluted What it means for the juniors we track: thebullticker.com/article/jm-202… $GLD $GDXJ $USO

$SNOW ripped +24% Thursday while $AVGO fell -3% and $PANW sank -9% — all on strong quarters. The difference isn't the numbers. It's the WHISPER number. → SNOW guided FQ3 product revenue +37-38% → AVGO beat and raised… but the street wanted more Earnings-season whisper rules, explained: thebullticker.com/article/news-2… $DELL $ZS

August payrolls just shattered expectations: → +162,000 vs ~53,000 consensus — strongest since March → Unemployment 4.1% → Rate-HIKE odds jumped to ~82% (CME FedWatch) after the print → Sept 16 FOMC now live — next week's CPI is the decider Full breakdown + what it means for $SPY: thebullticker.com/article/news-2… $QQQ $TLT

Junior mining deep-dive: Copper Giant Resources $CGNT.V → Hole MD-047: 1,004 metres of continuous mineralization FROM SURFACE at 0.57% CuEq → Three high-grade cores, all open → Recoveries up to 92% Cu / 97% Mo — above the resource model → C$31M Denarius financing + 10-yr Trafigura offtake → 23,000m drill program, PEA targeted 2026 Full Mocoa technical review: thebullticker.com/article/jm-202…

$DELL ripped 16% Wednesday — and the reason is one number: $60.9 BILLION of new AI server orders. In a single quarter. → Total backlog now $95B → FY revenue guide raised to $192B (from $167B) → EPS $7.04 vs $4.91 consensus → Morgan Stanley PT $499, Citi $600 The AI demand debate is over. The supply debate just started: thebullticker.com/article/news-2… $NVDA $HPE

$AVGO just printed a monster Q3: → Revenue $29.6B (+86% YoY) → AI semi revenue $16.7B — up 221%, guided to $21.7B next quarter (+236%) → Free cash flow $13.7B (46% of revenue) → FY27 AI revenue target: ~$115B And the stock dipped anyway. The expectations phase of the AI trade, explained: thebullticker.com/article/news-2… $NVDA $AMD

Sep 3 session prep — payrolls eve: 📊 $AVGO posted a RECORD quarter last night: AI revenue $16.7B (+221%) — stock still dipped on the whisper number 🔥 $DELL +16% Wednesday: $95B AI backlog ⚠️ 10-yr touched 4.82% — highest since Nov 2023. Hike odds 64% 📅 Tomorrow 8:30 AM ET: August payrolls, consensus +45K Full plan + levels: thebullticker.com/article/tz-202… $SPY $QQQ

Cameco $CCJ fell 6% yesterday. Here's what most people miss about this company: It has 230 MILLION pounds of uranium already sold — on contracts that never pay below ~$77/lb, even if uranium crashes. A junior at $50 uranium dies. Cameco at $50 uranium still gets paid. And its 49% of Westinghouse — bought in 2022 when everyone shrugged — just filed for an IPO. One analyst pegs that stake alone near $11B. The US government is backing $80B+ of its reactors. The catch: 67x forward earnings, and it just missed a quarter by half. Seatbelt-and-airbag way to own the nuclear decade — priced like the decade already happened. Full breakdown on the channel 🧵👇 Other Videos we covered: Copper Giant $CGNT.V $LBCMF First Majestic Silver $AG Newmont $NEM

Tonight after the close: $DELL and $PANW headline the week's biggest earnings cluster. The problem? The bar. $RBRK fell 13% Friday on a beat-and-raise. $MRVL dropped 7% on its print. PANW sits at ~$358 vs a ~$360 Street target — priced for near-perfection. What the Street needs to see tonight: thebullticker.com/article/news-2… $NVDA $MDB

First Gulf skirmishes in weeks hit Monday's tape: → U.S. struck two Iranian rocket launchers; Tehran hit U.S. bases in Jordan → Brent cleared $88, WTI +3% to ~$86 → $HAL $CVX $XOM all +2% on a red day → S&P still fell just 0.33% — VIX at its 2026 low Why energy is the rotation trade with a geopolitical accelerant: thebullticker.com/article/news-2… $XLE $CL_F

Sep 1 session prep — first trading day of September: 🛢️ Gulf strikes resumed: Brent above $88, WTI ~$86 (+3%) 📊 10:00 AM ET: JOLTS + ISM Manufacturing — soft data = the bull case 💰 Tonight AMC: $DELL $PANW $CRDO $GTLB $MDB ⚠️ The bar is brutal: $RBRK fell 13% on a beat-and-raise Full plan + levels: thebullticker.com/article/tz-202… $SPY $QQQ

The biggest mining company on Earth just quietly changed what it is. For the first time EVER, $BHP made more money from copper than iron ore — 54% of earnings. Cash flow +83%. Dividend highest in 4 years. Zero dilution. But there's a court date in April 2027 nobody's pricing in. Full fact-checked DD on the channel 🧵👇

While everyone watched Nvidia, energy became August's quiet rotation winner: → WTI $84.53 (+1.35%) → Brent $90.15 → Hormuz flows at just 2/3 of pre-war levels (Goldman) → 10-yr at 4.72% = cash-flows-now beats duration Why energy is September's cleanest rate-regime trade: thebullticker.com/article/news-2… $XLE $CL=F