Jim Cramer bearish data centers: “If you are borrowing money to buy something related to the data center, here’s what you’re going to do. Tomorrow morning, 9:30 AM, sell it. No matter what. You will not regret it.”

Gen Z is moving money from stocks to sports betting in wealth plans, 52% of them have redirected inv funds to sports betting and quarter of them treat sports betting as a deliberate part of their long-term financial plan, according to survey from Betterment. Wow.

$ONDS earnings tomorrow and here are the key points you need to know before the call Earnings is before market open, estimated revenue is almost $68M That is over 10x what was reported in Q2 2025 EPS estimates -0.09 (would love to blow this out of the water) $ONDS has turned from a small private wireless network to a global autonomous defense provider in under 2 years The growth is incredible Backlog is currently $457M, this update will be important Most important thing I am watching this quarter is profit vs growth, we want to see $ONDS hold product level EBITDA profitability after the recent acquisitions This is a stock with lots of competition $RCAT $KTOS $FLY, ensuring investor confidence is essential Worth noting that the 41% short interest could turn tomorrow into a super giving day for $ONDS From a technicals point of view the chart is playing ball Higher low was formed on 29 July and price is on its way to the first short term target $10.61 Long term target remains $30 What do you think of $ONDS and the drone industry?

I'm starting to see too many bullish posts on my timeline. Too many screenshot of gains. Too much bragging. When this happens, this is what I like to do: 1. I trim my growth names. I don't sell fully, just trim to lock-in profits. 2. I slowly add to my defensive positions I always do the opposite of X. This is the reason why we keep winning together.

added $DRAM $BE $INTC in the premarket my reasoning…. - Kospi is recovering, hitting the 40 week moving avg and expecting a bounce - Citadel pump, Ken Griffin didnt liquidate the AI trade for those names to be stuck - All of these names are still down 30-40% from highs but their charts are recovering so didn’t get the bottom but also less risk of a falling knife - Attractive enough where i can double the position sizes on a 10-15% drawdown - Jensen ai buildout announcement this week is very bullish for all ai infra - oil will come down, no rate hikes - leverage is wiped out of the system to an extent which should make it easier for these names to not get exuberant and rather find less degen buyers - memory is cheap even with structural concerns - $intc raise was massively oversubscribed, tutes know that its going to be the TSM of America now, these are more trades vs investments and have specific targets I’d like to trim at but if they can gain the momentum they had in June (not expecting them to get it anytime soon) then with more earnings growth and less leverage, those levels might be more sustainable and these trades could turn into long term holds

SPACE WEEK: $SPCX moving nicely after a earnings beat and too much bearish sentiment. Even though we were wrong about the exact timing of the drop I think lower is inevitable, very nice +22% move over last week. In terms of the chart price could reject off the $147-150 level if it goes that high. I still think the early investor float will cause selling $RKLB has bounced well from a suspected bottom, earnings out on Monday. Personally not sure what will happen, I'm expecting beats from last quarter but I'm not sure about estimates. The $397M SB-AMTI contract will definitely help $ASTS sitting in a similar place to $RKLB, just waiting for earnings tomorrow. $ASTS has been beaten down since the end of May, it will be nice to see some rotation back into space names