What Are Your Moves Tomorrow, July 24, 2026

u/verified-trader · Reddit — r/wallstreetbets · July 23, 2026 at 20:01 · ⬆ 45 pts · 💬 1027 comments  | View on Reddit ↗
AI Summary

Summary

  • The thread reflects a deeply bearish macro sentiment driven by oil price spikes, tariff escalation, war fears, and rising bond yields.
  • Key earnings discussed: Intel (INTC) earnings initially pumped then faded; Google (GOOG) dropped despite strong EPS due to free cash flow concerns; TSLA earnings moved TSLZ up marginally.
  • Notable consensus: Tech is getting punished even for blowout earnings, echoing the 2022 bear market. Disagreement exists on GOOG – some see it as a buy at $317, others warn about FCF.
AI Summary

Summary

  • Dominant theme: Intel (INTC) beats earnings massively, surges after-hours; Google (GOOGL) also beats but tanks, creating contrarian sentiment.
  • Strong bullish consensus on semiconductors (INTC, MU, NVDA, SOXL) with calls for a sector-wide rip; bears mocked for shorting.
  • Mixed views on broader market: some expect a green day (SPY >745), others call manipulation and warn of correction.
AI Summary

Summary

  • Dominant themes: tariff escalation, Middle East conflict (Iran), and INTC pump-and-dump after earnings.
  • Sentiment is overwhelmingly bearish: users anticipate market declines from renewed tariffs, rising oil, and geopolitical risk.
  • Key earnings discussed: INTC (beat but fading), GOOGL (weak YTD), TSLA (sharp drop).
  • Notable consensus: bearish on SPCX (space-related ETF) and broad market; mixed on INTC with a lean toward short-term fade.
AI Summary

Summary

  • Dominant themes: Intel (INTC) earnings pump faded rapidly; memory/semis (MU, SNDK) seen as the next move; broad market anxiety over tariffs, Iran tensions, and recession indicators.
  • Key consensus: INTC is a bull trap; memory/semis may rally but face Korean dumping risk; SPY is vulnerable to further downside but a potential “TACO” (tariff pause) could reverse sentiment.
AI Summary

Summary

  • Thread dominated by Intel (INTC) after-hours pump that completely faded, leading to widespread bagholding and bearish sentiment.
  • Recession fears and tariff headlines weigh on markets; Korean retail dumping is cited as a recurring sell-off trigger.
  • Key earnings/events: INTC pre-market move, GOOGL oversold dip, OKLO nuclear play, and SPY 0DTE speculation.
AI Summary

Summary

  • Main themes: Iran war escalation pushing oil to ~$100, broad market selloff with bearish sentiment, inflation/tariff fears.
  • Dominant sentiment is heavily bearish with some contrarian call buyers (SPY, Google) and oil bulls.
  • Notable consensus: oil is bullish due to supply crisis; SPY may bounce despite the bloodbath; TSLA is a source of losses but no explicit short trade.
AI Summary

Summary

  • Thread dominated by bearishness on the economy (tariffs, “orange depression”), with a contrarian “calls it is” undercurrent.
  • Key themes: oil top, nuclear as alternative, gold rally, memory vs. software stocks, and Intel’s price action.
  • Notable disagreements: Intel bullish price target vs. fade call; some users are sarcastically bullish while most are despondent.
AI Summary

Summary

  • Dominant themes: Korean market (KOSPI) crash, broad market fear, dip‑buying being punished, earnings reactions (INTC, ORCL).
  • Sentiment: Overwhelmingly bearish, with sarcastic cheers for “exit liquidity” and calls for cash/booze.
  • Key earnings: INTC +10% AH (bullish surprise), ORCL Pentagon deal after close (bullish).
AI Summary

Summary

  • Dominant sentiment is bearish, with widespread frustration over political turmoil (tariffs, “liberation day 2.0”), foreign market contagion (KOSPI), and perceived market manipulation.
  • Key earnings discussed: Google (GOOG) beat but sold off on high capex – community sees this as a buying opportunity. TSLA predicted green at open.
  • Notable consensus: Many traders are angry at the KOSPI’s impact on US markets and want a bear ETF. There is disagreement on whether the selloff in GOOG is rational or a overreaction.
AI Summary

Summary

  • Bearish sentiment dominates due to new tariff announcements and a Morgan Stanley report calling for weakness in memory chips (NAND/DRAM).
  • Key themes: trade war escalation, memory sector overcapacity, and skepticism toward high-growth names like Tesla.
  • Notable consensus: Multiple users express bearish views on memory stocks (MU) and Tesla (TSLA), with no bullish counter-arguments.
AI Summary

Summary

  • Mixed sentiment with bullish calls (MU to 1000, SPY rebound) and bearish warnings (cash gang regret, Meta red streak).
  • Tariff uncertainty (Canada, Supreme Court ruling) and macroeconomic fear of crash vs. bull run dominate.
  • No major earnings discussed; focus on megacap tech (Meta, Google) and semi (Micron, SK Hynix).
  • Notable disagreement: u/No-Magazine-4717 predicts SPY 748 EOD while u/KittyLover-7 calls recent rally a manufactured squeeze.
AI Summary

Summary

  • Dominant bearish sentiment: recession fears, geopolitical tensions (Iran rejecting ceasefire), persistent red days, and explicit put recommendations on indices.
  • Isolated bullish momentum: GOOGL cited as oversold with pre-market green numbers and a dead cat bounce play.
  • Notable disagreements: One user notes "every market running up and yields coming down," but this is heavily outweighed by bearish consensus.
AI Summary

Summary

  • Dominant themes: oil manipulation/drop due to Iran peace talk rumors, and dip-buying opportunity in Google (GOOGL).
  • Sentiment is mixed: bearish on oil (cratering, retail flush), bullish on Google (cheap, LEAPS).
  • Key earnings discussed indirectly: Mag7 CAPEX cycle, but no specific earnings reactions.
Score 45
Comments 1,027
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
User asks “Wtf is wrong with meta? It’s red everyday” (+5 upvotes), highlighting persistent daily declines. Consistent red days suggest sustained selling pressure or lack of catalysts, making a short attractive. Short META on the expectation of continued weakness. No other bearish comments on Meta; a market-wide bounce could reverse the trend. Low conviction (single comment).
META LOW
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments explicitly recommend shorting SPCX via 2x inverse ETF or buying puts. “2x inverse SPCX, don’t overthink it” (+8), “SPCX crashing towards 100 is a beautiful sight!” (+5), “Hope spcx bounces up into the 120’s so i can get more puts on sale” (+5). The community views SPCX as overvalued and vulnerable after recent pump, with launch delays and negative macro backdrop. Short SPCX directly or via leveraged inverse ETF; momentum is bearish. A “taco” (positive catalyst) from Trump or a successful launch could squeeze shorts; some comments mention “sub 100 tomorrow” implying further downside is expected.
SPCX LOW
r/wallstreetbets community Reddit community discussion
“SOXL +36.7% tomorrow” from a +13 comment; leveraged ETF tied to semis. A massive semi rally would amplify returns for SOXL, making it a high-beta bet for bullish traders. High risk/high reward; community dark horse play for maximum upside. Decay from leveraged instruments; only one explicit prediction; not widely discussed.
SOXL LOW
r/wallstreetbets community Reddit community discussion
Morgan Stanley published a bearish report on memory stocks, highlighting NAND inventories at 13 weeks, cooling demand, slowing price gains (Q4 NAND price growth ~5%), falling spot prices, and capacity expansion by CXMT. The report also takes a dim view on DRAM and limits HBM growth to ~40%. The fundamental oversupply and demand deceleration indicate a cyclical downturn for memory chipmakers, directly hurting MU’s near-term earnings and revenue outlook. Community consensus (Boraximus +10, shorty85 +7) strongly favors shorting MU as calls are losing money and the sector enters a downcycle. HBM growth could provide a floor; the report may be an overreaction. Bears are well-established, so a short squeeze is possible. TICKER: TSLA – SHORT | confidence: 0.70 | sentiment: -0.70 Speaker: r/wallstreetbets community Thesis: Multiple top comments mock Elon Musk, calling him “speedrun going from the richest man in the world to the poorest” and “most successful man on earth at getting retards to buy his junk.” Widespread negative sentiment toward the CEO and the company suggests declining investor confidence, which may translate into further stock price weakness. Community is bearish on TSLA, with no positive counter-voices, making a short trade aligned with the prevailing mood. Sentiment-driven; no fundamental catalyst cited. If positive news (e.g., robotaxi, earnings) surprises, shorts could get squeezed.
MU LOW
r/wallstreetbets community Reddit community discussion
Comment with +5 upvotes calls NVDA "a piece of shit now. Straight up boomer stock." Another notes "stuff never keeps gains in this market except for some semi stocks" implying NVDA is not one of them. After dominating 2023-2025, NVDA is perceived as stale and no longer a growth leader; any rallies are sold into. Avoid long positions; the community prefers other semi plays (e.g., INTC short) over NVDA. NVDA could still bounce on AI news; no explicit short signal, only "avoid."
NVDA LOW
r/wallstreetbets community Reddit community discussion
TSLA dropped 15% on the day, and multiple comments mock its valuation and leadership. “Tesla fair value here at 175x declining earnings” (+5), “TSLA tards are finding out their dear leader is more neurodivergent than them.” (+7), “You love to see TSLA got owned.” (+6). Community sees TSLA as overvalued with no real self-driving or robot progress, while Chinese competitors advance. Continued tariff/war uncertainty further pressures auto demand. Short TSLA on any bounce; expect further downside as earnings confirm declining margins. Musk’s unpredictable tweets could cause short squeezes; some “buy the dip” mentality exists (“I bought a call for TSLA tomorrow” +5).
TSLA LOW
r/wallstreetbets community Reddit community discussion
Broad market bearishness is the strongest theme. Multiple comments: “Got myself SPX puts for tomorrow” (+5), “Market is about to be redder than today” (+5), “Tariff and war is back on the menu. Just missing some rate hike for the trifecta.” (+9), “Oil going up, stock marking bleeding a great crash slowly” (+6). Renewed tariffs, Iran conflict escalation, oil above $100, and yen weakness all point to continued downside for equities. Buy SPX or QQQ puts (or short futures) targeting a breakdown; community expects a “big red fat candle.” Some speculation of a “taco” (Trump pump) that could reverse the slide; institutional buying at lows may cap losses.
QQQ LOW
r/wallstreetbets community Reddit community discussion
“Every single recession indicator is flashing red” (+8) and “SPY 700p 07/31” (+7) – community consensus points to broad market weakness amid tariffs and geopolitical risk. With yields holding elevated levels and administration touting a “best economy” narrative, the disconnect suggests a correction; shorts on SPY are favored. Short SPY (or buy puts) with a downside target near 700, as macro headwinds outweigh any possible “TACO” bounce. “🥭” (Trump) could suddenly pause tariffs (“liberation day 2”) causing a sharp rally – well‑noted by the community.
TICKER LOW
r/wallstreetbets community Reddit community discussion
Two separate +5/+6 upvoted comments state "OKLO hitting its target in the next couple weeks" and "radioactive meat’s back on the table boys! $oklo." The community sees a clear catalyst (likely nuclear/small modular reactor hype) and expects price appreciation on a defined timeframe. Speculative momentum play with a perceived low-risk entry; sentiment is bullish despite overall market weakness. Only a handful of comments; no discussion of fundamentals or earnings; high-beta name could get crushed if market sells off.
OKLO LOW
r/wallstreetbets community Reddit community discussion
GOOG dropped after earnings with comments like “stomped out because they are out of free cash flow” and “if you don’t understand why goog dropped… do some research on that rise in eps.” Despite a strong EPS, the market punished GOOG on FCF concerns. Yet multiple users called it “a good buy at $317” and “I’ll buy it at 300 in a few days,” indicating a dip-buying opportunity. Wait for a clear bottom or a catalyst (e.g., war de-escalation) before entering. The community is divided – no strong conviction either way. Further free cash flow deterioration or broader tech sell-off could push GOOG below $300.
GOOG LOW
r/wallstreetbets community Reddit community discussion
A +5 upvoted comment explicitly states: “Calls on AMZN and GOOG is logical play for next few weeks.” AMZN has not been singled out for the same FCF issues as GOOG and benefits from consumer spending / cloud demand. The community sees the recent sell-off as a buying opportunity for a short-term bounce. Long AMZN calls for a multi-week recovery play, capitalizing on mean reversion after the macro-driven tech rout. Oil spikes and tariffs could further depress consumer discretionary names; war escalation may override any earnings strength.
AMZN LOW
r/wallstreetbets community Reddit community discussion
User u/vwaporwhatever with +7 upvotes simply says “Continue holding NBIS.” The community endorsement suggests NBIS is a conviction hold amid the broader sell-off, likely because the stock has strong fundamentals or a unique catalyst (AI, data centers, or memory chips are themes in the thread). Maintain long position; the stock is being held through the dip, indicating confidence in a recovery. No explicit thesis is provided – may be a meme hold. Oil/macro could still pressure the stock.
NBIS LOW
r/wallstreetbets community Reddit community discussion
Multiple highly‑upvoted comments discuss KOSPI dumping –8%/day, Korea “still has shares to sell,” and tariffs being proposed. The community interprets the relentless selling as a sign of deeper macro/political stress, not a one‑off correction. Short South Korea equities (EWY proxy) to capture continued forced liquidation and policy headwinds. A few contrarians joked about “dip buying” Korea; rapid intervention could trigger a violent short squeeze.
EWY LOW
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments (“Imagine thinking intel earnings will save the market”, “Intel erases gains after Jim Cramer declares it’s the one”, “the intel pump faded very quickly”) show the community believes INTC’s earnings catalyst is dead. Cramer’s endorsement often marks a top, and the quick fade signals heavy selling pressure. The earnings pop was a shorting opportunity that has already materialized. Short INTC into further weakness as macro headwinds (tariffs, oil) and lack of follow-through confirm bearish momentum. Some users bought INTC 2x ETF expecting a moon; a contrarian squeeze is possible if geopolitical news shifts.
INTC LOW
r/wallstreetbets community Reddit community discussion
ORCL announced a “sneaky Pentagon deal” after close, implying significant government contract revenue. Defense‑tech deals are typically large and recurring, providing a catalyst for ORCL in a risk‑off environment. Long ORCL to capitalize on the Pentagon contract catalyst and its defensive cloud/security positioning. Single‑comment basis; no upvote consensus; deal details unknown; may already be priced in.
ORCL LOW
r/wallstreetbets community Reddit community discussion
User Asleep-Implement5938 bought 25 SPY 750c 0DTE for tomorrow with +5 upvotes, calling it "genius or retarded." Others suggest "Friday 0dte are always most fun" and a rally scenario. The community is split – some expect a bounce ("recovery tomorrow"), others circuit breakers. 0DTE call buyers are gambling on a gap-up. No clear directional consensus; high risk, low confidence. Only mention for speculative traders. "Everyone talking about recovery tomorrow is exactly why we will hit circuit breaker" (+8) – bearish counter. Gold (GLD/IAU) - LONG | confidence: 0.50 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: One +6 comment: "gold is going on a run in august, i can feel it in my balls. plus my astrology gf says it’s a good time to buy so it’s basically a sure thing." Despite the joking tone, the community often uses such "astrology" signals; gold is seen as a safe haven amid tariff wars and inflation. A modest bullish bias for gold in the near term, supported by geopolitical tensions and currency debasement fears. Highly subjective; no fundamental catalyst; weak conviction from a single comment.
SPY LOW
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments (steem99, Reply_Stunning, ziggyho, Diligent_Fondant6761) point to oil cratering on peace talk rumors, market manipulation (“TACO”), and a Sunday night peace deal announcement. The expected geopolitical resolution reduces risk premium, and retail longs are being flushed out – creating a short-term selling catalyst. Short oil into the weekend, positioning for a drop when futures open Sunday evening. Some comments suggest this is purely manipulative; a no-deal or reversal could squeeze shorts.
USO LOW
r/wallstreetbets community Reddit community discussion
Several comments highlight GOOGL as oversold and showing pre-market green numbers (+8), call for a dead cat bounce (+6), and a personal target of $400 by next month (+7). Despite the bearish macro backdrop, the community sees GOOGL as technically oversold with potential for a short-term relief rally, possibly driven by AI/software narratives (“software time baby”). A tactical long position on GOOGL calls for a bounce, consistent with the “dead cat” theme and prior support levels. The overall bearish sentiment could overwhelm any bounce; a failed rally may lead to further downside. The move is speculative and short-lived.
GOOGL LOW
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This Reddit post, published July 23, 2026, features r/wallstreetbets community discussing META, SPCX, SOXL, MU, NVDA, TSLA, QQQ, TICKER, OKLO, GOOG, AMZN, NBIS, EWY, INTC, ORCL, SPY, USO, GOOGL. 18 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: META, SPCX, SOXL, MU, NVDA, TSLA, QQQ, TICKER, OKLO, GOOG, AMZN, NBIS, EWY, INTC, ORCL, SPY, USO, GOOGL