What Are Your Moves Tomorrow, July 13, 2026

u/verified-trader · Reddit — r/wallstreetbets · July 12, 2026 at 20:00 · ⬆ 46 pts · 💬 376 comments  | View on Reddit ↗
AI Summary

Summary

  • Dominant themes: geopolitical tension (Strait of Hormuz, peace deal), earnings season (MSFT, semis), and recovery plays (MU, HOOD). Sentiment is mixed but leans bullish on tech/semis and cautiously hopeful on macro.
  • Notable consensus: Death of Lindsey Graham viewed as bullish for peace; sarcastic “stonks always go up” attitude; multiple users burned on puts and waiting for a snap.
AI Summary

Summary

  • Thread dominated by geopolitical tensions (Iran/Strait of Hormuz) and oil price surge; market futures were only -0.25%, leading to widespread mockery of bears.
  • Strong consensus that the market will "open flat, green by close" as risk is priced in, while oil bulls see a clear long opportunity.
  • Key upcoming catalysts: CPI (Tues), PPI (Weds), bank earnings (Tues), and potential Axios ceasefire headlines. No single earnings stock dominated discussion.
AI Summary

Summary

  • Main themes: Bears vs. bulls debate dominated, with bears hyping a crash from Iran tensions being mocked as market barely moved (Nasdaq -0.40%). Memory stocks (SK Hynix, MU, SNDK) receive strong bullish sentiment following Korea futures and a new Nasdaq listing. Overall tone is dismissive of bearish calls and optimistic on semiconductors.
  • Notable consensus: Community agrees bears are overreacting and the market is resilient. Memory sector is the standout trade, with multiple users explicitly planning to buy and hold SKHY. There is no strong disagreement on this view.
AI Summary

Summary

  • Market expected to rip to all‑time highs as geopolitical uncertainty resolves; multiple comments repeat “peace talks going well” narrative.
  • Semiconductor earnings week (ASML, TSM) noted; MU (Micron) favored by two high‑upvote users.
  • Meme stock AMC mentioned positively ahead of “The Odyssey” release.
  • Notable disagreement: a few contrarian bears recommend puts on NVDA and META, but overwhelming sentiment is bullish.
AI Summary

Summary

  • Dominant themes: memory/chip stocks (MU, SKHY) as the primary bullish play ahead of a packed earnings window (TSLA, GOOGL, MSFT, META, AAPL, AMZN, SK Hynix, Samsung). Geopolitical risks (Iran strait, Korea volatility, Russia‑linked headlines) are discussed but largely dismissed as buying opportunities.
  • Sentiment is overwhelmingly bullish on DRAM and semiconductor names, with multiple upvoted calls for new all‑time highs by end of week. The community mocks bears and treats any pre‑market dip as a buying opportunity.
AI Summary

Summary

  • Memory stocks (MU, DRAM, Samsung/Hynix) dominate discussion, with widespread pain from Korean selling and geopolitical fears (Iran, oil).
  • Market sentiment is mixed: bears point to KOSPI dump and war risk, bulls see a dip-buying opportunity and potential ATH.
  • Key themes: Korean retail leverage blow-up, oil/Strait of Hormuz insurance spike, and AI infra valuation debate.
AI Summary

Summary

  • The dominant theme is widespread panic and frustration over the Korean stock market (KOSPI) repeatedly triggering circuit breakers, dragging down US memory stocks like SK Hynix and Micron.
  • Mixed sentiment: many retail traders are bearish on memory/semiconductors due to Korean selling, while a contrarian camp expects a green open and a snap-back rally.
  • Geopolitical noise (Iran airstrikes, Strait of Hormuz) adds to uncertainty, but the community focuses on Korean leverage and DRAM volatility.
AI Summary

Summary

  • Main themes: Korean market crash (KOSPI) dragging down memory chip stocks (MU, SK Hynix); geopolitical tension (Strait of Hormuz, Iran); rotation out of DRAM into MAG7.
  • Dominant sentiment: Bearish on memory chips; mixed on broader market (SPY) with some expecting a green bounce.
  • Key earnings discussed: None explicitly mentioned; focus on pre-market moves and flash crashes.
AI Summary

Summary

  • Dominant sentiment: extreme bearishness on Korean equities and memory chip stocks (KOSPI, SK Hynix, Samsung, Micron), with multiple circuit breakers and daily 10%+ drops.
  • Key themes: geopolitical tension (Iran/Hormuz, North Korea), "memory stocks" as a pun on fleeting gains, widespread frustration with volatility and repetitive sell-offs.
  • Notable consensus: Most agree Korean/DRAM stocks are in freefall; a few sarcastic comments suggest buying the dip, but the thread overwhelmingly expects further downside.
AI Summary

Summary

  • Thread dominated by panic over memory (MU, SK Hynix) and space stocks (RKLB, LUNR) with 20%+ corrections, while TSMC’s stellar revenue (+67.9% YoY) provides a contrarian AI demand anchor.
  • Sentiment is mixed but leans bearish on Korea (KOSPI), with retail and pension fund holding bags; a sizeable contrarian camp calls for a green open and “dump is over” due to ceasefire hopes and historical patterns.
  • Key earnings/data discussed: TSMC June revenue release; no specific earnings plays mentioned beyond the TSMC print.
AI Summary

Summary

  • Dominant themes: Korean semiconductor crash (SK Hynix -16%) bleeding into US DRAM names; extreme bearishness on Micron (MU); one bullish call on GOOGL ahead of earnings
  • Community consensus: Strong bearish sentiment on MU and AMD, with multiple upvoted posts reflecting frustration and losses. Split on overall market direction (some expect a green open/ATH, others are 100% cash waiting for a dip)
  • Key earnings discussed: GOOGL (implied run-up starting today)
AI Summary

Summary

  • Main themes: severe sell-off in memory stocks (Samsung down 16%, SK Hynix, DRAM), Korean market weakness, widespread losses among traders
  • Dominant sentiment: bearish and resigned, with memes mocking the destruction in memory semiconductor names
  • Key earnings/catalysts: Samsung’s sharp decline, SK Hynix price discovery gap between US and Seoul, no specific earnings discussed
Score 46
Comments 376
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
Top comment (+15) calls for calls on semis, specifically TSMC, expecting a massive announcement. Positive semiconductor sentiment, peace deal catalyst, and sector leadership support a short-term rally. Community highly bullish on TSMC; expect a strong move on upcoming news. Peace deal could fail; earnings bubble concerns; general market crash feared by some.
TSM LOW
r/wallstreetbets community Reddit community discussion
Same top comment (+15) includes ASML alongside TSMC for calls. ASML is a semiconductor lithography leader; bullish sector momentum and potential peace deal boost. Community expects ASML to ride semis wave; strong directional call. Identical to TSMC – peace deal failure, earnings bubble, market crash.
ASML LOW
r/wallstreetbets community Reddit community discussion
Multiple bull comments (+11, +9, +5) expect MSFT to run and reclaim $440 before earnings. Upcoming earnings catalyst; community sees beat and continued upward trend. Moderately bullish on MSFT for earnings play; decent consensus. Earnings miss; market uncertainty; bubble rhetoric.
MSFT LOW
r/wallstreetbets community Reddit community discussion
Comment (+7) warns that SPCX is an obvious short but will moon to trap shorts. Community caution suggests avoiding bearish bets; a liquidity squeeze is expected. Do not short SPCX; the crowd sees a potential squeeze. The warning itself is contrarian; the asset could still drop if market crashes.
SPCX LOW
r/wallstreetbets community Reddit community discussion
User predicts “The Odyssey” movie release this week will boost AMC stock. AMC is a meme stock that often moves on high‑profile movie release events. Catalytic event may produce a short‑term price spike. AMC is fundamentally weak and volatile; the play relies on hype.
AMC LOW
r/wallstreetbets community Reddit community discussion
User says “Full port RKLB and LUNR”, upvoted +8, indicating strong personal conviction. Space/defense stocks have been thematic; RKLB has active retail following. Bullish bet on space sector with RKLB. Only one comment; no broader community data point.
RKLB LOW
r/wallstreetbets community Reddit community discussion
User locks in 0DTE puts, wants “straight red from Zuck”. Contrarian bearish call within an overwhelmingly bullish thread. Short META as a reversal or hedging play. Overall market bullish; META could rally along with SPY.
META LOW
r/wallstreetbets community Reddit community discussion
User notes “WSB is bullish on NVDA” and consequently buys puts (contrarian indicator). WSB sentiment often acts as a contrarian signal for crowded longs. Short NVDA as a reversal trade. NVDA has strong fundamentals and AI momentum; contrarian calls often fail.
NVDA LOW
r/wallstreetbets community Reddit community discussion
Question about HOOD 125C weekly calls; watch only.
One low-confidence WSB comment asks about HOOD 125C weekly calls; this is a question/watchlist mention, not an explicit bought call or actionable long position.
HOOD LOW
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments note oil "gap up 3.5% on open" and "big money into oil." Users flag that the Strait of Hormuz tensions are not fully reflected in equity markets, but oil is reacting. The community views oil as the cleanest hedge/play on Iran escalation. With central command affirming traffic flow but IRGC firing on vessels, the risk premium is expanding. Bears on oil are being laughed off. Long oil (USO or crude futures) to capture continued geopolitical risk premium. The thread expects oil to reach $80+ as a key level of concern. A sudden ceasefire headline (Axios) could tank oil. Some commenters note "talks going well" could drop prices quickly. Also demand destruction risk if economic data weakens. TICKER - SPY (SPY) - LONG | confidence: 0.63 | sentiment: +0.35 Speaker: r/wallstreetbets community Thesis: The most upvoted sentiment is that futures' -0.25% is nothing and the market will "green by open" or "flat by open, green by close." Bears are mocked for celebrating such tiny drops. The community sees a pattern of geopolitical dips being bought, and expects the same this week. The consensus is that Iran is not a "serious country" impacting markets, and any dip is a buying opportunity. Buy SPY calls or long SPY on any intraday weakness. The thread strongly leans bullish on the index despite headline noise. CPI/PPI data (Tues/Wed) could bring inflation shocks. Also, a real escalation (e.g. KOSPI crash) could break the pattern. Some bears warn "deep red" but are minority. TICKER - EWY (KOSPI/iShares MSCI South Korea) - SHORT | confidence: 0.52 | sentiment: -0.70 Speaker: r/wallstreetbets community Thesis: Several comments predict "Kospi to crash completely this week" and "KOSPI gonna send us to Mustafar." Users are staying up for Korean market opens, expecting a bloodbath. Korea is especially exposed to Iran/Hormuz disruptions due to its heavy reliance on oil imports and memory chips. The community sees it as the canary in the coal mine for global risk. Short EWY or KOSPI futures to profit from expected Asia weakness. The thread treats Korea as the first domino to fall. If a ceasefire is announced before Asian open, short could get crushed. Also USDJPY strength (mentioned by one user) could offset some pain. This is a high-risk, high-reward play. TICKER - MSFT - LONG | confidence: 0.50 | sentiment: +0.30 Speaker: r/wallstreetbets community Thesis: At least two upvoted comments mention holding MSFT calls and asking "How are my MSFT calls?" One user says "Buying more $MSFT am I too early?" indicating bullish sentiment on the stock. The community sees MSFT as a safe mega-cap tech name that will recover from any dip. With earnings season approaching, the stock is viewed as a resilient hold. Long MSFT via calls or shares for a bounce. It's a lower conviction play but has multiple supportive voices in the thread. No specific MSFT catalysts discussed; general tech weakness from macro could drag it. Also, if CPI comes in hot, high-PE stocks may suffer.
WTI LOW
r/wallstreetbets community Reddit community discussion
User “CalebVanPoneisen” (+6 upvotes) notes “High SNDK sentiment. Nice.” – indicating community enthusiasm for Sandisk (memory). High sentiment often precedes price movement, especially when tied to a thematic sector (memory). Sentiment indicator supports a speculative long in SNDK. Less explicit confirmation; SNDK may be less liquid or a legacy ticker; no clear catalyst beyond sentiment.
SNDK LOW
r/wallstreetbets community Reddit community discussion
One strongly upvoted comment (+5) urges “loading NFLX here”, calling it a buying opportunity. While a single mention, the conviction tone suggests contrarian dip-buying interest; NFLX may benefit from streaming stability amid chaos. Consider long NFLX as a speculative recovery play based on community confidence. No other discussion; potential headwind from broader market sell-off or war escalation.
NFLX LOW
r/wallstreetbets community Reddit community discussion
Thread sentiment is split – “massive green dildo incoming” (+11) vs. “Down she goes” (+7) and “bers gettin yippy, new ATH” (+7). Indecision and low volatility (0.25% move derided) suggest a catalyst (Iran/tariff resolution or KOSPI stabilization) is needed before a directional move. Avoid directional bets; monitor for a clear break above/below recent range. Bulls cite “hope of a taco” (+8) keeping market up; bears point to card-house risk from oil (+7). KOSPI/Memory Sector - AVOID | confidence: 0.65 | sentiment: -0.70 Speaker: r/wallstreetbets community Thesis: Extensive discussion of KOSPI dumping – “KOSPI needs to flush down 50%” (+10), “Koreans STOP SELLING” (+12), “Memory Bol I am dead” (+5). Consensus that Korean retail is getting wrecked on leverage while institutions sell; SK Hynix/Samsung pressure spills into US memory names. Avoid long exposure to Korean memory stocks and related ETFs until selling exhaustion. “Insiders licking their lips” (+7) hints at dip-buying; AI infra thesis argues memory is 20-25% of fair value (+5).
SPY LOW
r/wallstreetbets community Reddit community discussion
A top‑voted comment (+6) states “SKHY +15% EOW easy money.” Another comment (+8) groups SKHY with MU and SNDK as the “gang” that will “rock this place.” A third (+5) questions why KORU (2x Korea ETF) is not green after SK Hynix rocketed on Friday. The community views the pre‑market Korean dip (KOSPI -2.94%) as a transient buying opportunity driven by retail noise, not fundamentals. The Hynix IPO is already priced in, and the true catalyst is their upcoming earnings (July 22) alongside memory demand. SKHY is a high‑conviction, short‑term bullish trade tied to the DRAM cycle. The community expects a sharp reversal and +15% by week’s end, riding the same wave as MU. Thread comments note Korean markets are “crashing their own market daily” (+7) and that geopolitical tensions (Strait of Hormuz, Russia) may hit South Korea strongly. One user (+5) says “the market broke its correlation with the Kospi,” suggesting Korea risk may be overstated.
000660.KS LOW
r/wallstreetbets community Reddit community discussion
Multiple top‑voted comments (+8, +7, +6) explicitly call out MU as a core holding through the earnings season. The user “RJNavarrete” provides an earnings calendar and states “Holding MU and DRAM all the way through this window.” Another post (+7) describes “rags to riches in 18 mins $MU.” The community sees memory stocks as a proven momentum trade with a clear catalyst (July 22–30 earnings) and increasing capex guidance. The comment “Koreans dip buying memory” (+6) reinforces institutional buying on any weakness. MU is the consensus long in this thread – elevated conviction driven by the DRAM cycle and upcoming earnings. The community expects a continued run‑up into and through the reports. Counter‑arguments note that Korea’s KOSPI is down pre‑market and that bonds/oil are rising, which could dampen risk appetite. One comment (+6) warns “Bonds up, oils up, don’t be delusional folks.” However, these are minority views.
MU LOW
r/wallstreetbets community Reddit community discussion
A highly upvoted comment explicitly states "i shorted MU and AMD rn and now going to sleep." The semiconductor sell-off in Korea is sector-wide, not isolated to DRAM. AMD is tied to the same hardware demand cycle; if DRAM tanks, logic chips often follow due to reduced enterprise spending and PC weakness. Piggyback on the MU short with a smaller AMD short; community sees correlated downside. AMD has less direct Korea exposure. The "reversal" comment could imply a bounce. No other AMD-specific bearish posts.
AMD LOW
r/wallstreetbets community Reddit community discussion
One user states "GOOGL run up to earnings starting today," implying an expected bullish move into the earnings report. Google has strong ad revenue momentum and AI tailwinds. The comment suggests buying ahead of earnings for a typical pre‑earnings rally. Watch for early signs of a run‑up; only a single bullish mention, so not a strong consensus but worth monitoring for a potential long entry. No other community support; macro weakness from Korea could drag GOOGL down. Earnings could disappoint.
GOOGL LOW
r/wallstreetbets community Reddit community discussion
u/wilhelm96 explicitly notes “SKHY price discovery gonna be interesting. Currently ~25% delta between US and Seoul.” u/NeighborhoodDry1821 says “Can this thing just die already.” The “Korea is selling off every night” comment reinforces broad Korean market weakness. The large delta indicates pricing inefficiency and further downside risk as US and Seoul markets converge. The community expects further pain, not recovery. Short SK Hynix (SKHY or 000660.KS) to capture the ongoing sell-off in memory semiconductors, supported by the Korea-specific bearish narrative. The delta may already be pricing in a discount; if Korean market stabilizes, the short could get squeezed. u/Molmor_ suggests futes might be “not too bad” except memory – overall market could recover.
000660.KS LOW
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This Reddit post, published July 12, 2026, features r/wallstreetbets community discussing TSM, ASML, MSFT, SPCX, AMC, RKLB, META, NVDA, HOOD, WTI, SNDK, NFLX, SPY, 000660.KS, MU, AMD, GOOGL. 18 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: TSM, ASML, MSFT, SPCX, AMC, RKLB, META, NVDA, HOOD, WTI, SNDK, NFLX, SPY, 000660.KS, MU, AMD, GOOGL