What Are Your Moves Tomorrow, August 12, 2026

u/verified-trader · Reddit — r/wallstreetbets · August 11, 2026 at 20:00 · ⬆ 33 pts · 💬 1024 comments  | View on Reddit ↗
AI Summary

Summary

  • SMCI is the dominant topic after reporting a massive earnings beat, crushing estimates and providing huge forward guidance.
  • AI/Compute stocks (CRWV, NBIS) are heavily favored, with the community mocking Michael Burry for allegedly shorting them.
  • General market sentiment hinges on tomorrow's CPI print, with many expecting a cooler print to send the market to all-time highs.
AI Summary

Summary

  • AI trade split: NBIS is the high-conviction long into earnings, while CRWV’s pop is being aggressively questioned.
  • Key events: NBIS premarket earnings, CRWV record losses/stock surge, SMCI raided during live earnings call.
  • Macro sentiment is mixed: CPI pump calls vs “this market makes no sense” and AI bubble-pop prayers.

Notable consensus/disagreements: - Consensus around NBIS short-term upside due to 30% short float and CoreWeave sympathy. - Main disagreement is CRWV: “rug pull tomorrow?” vs “shorts are getting ripped.” - SMCI is viewed as fundamentally strong but legally risky; “100 EOY” has traction.

AI Summary

Summary

  • Geopolitical noise dominates: Trump/Iran/Hormuz, tariff blame, and "shelter" jokes; sentiment is MIXED ahead of CPI.
  • Key earnings: SMCI smashed estimates, CoreWeave popped but is called a hype "shitco", and NBIS got a sympathy bid.
  • Consensus: long-dated SPY LEAPS and AI-related momentum trades; disagreement on whether SMCI/CRWV gains are real or squeeze-driven.
AI Summary

Summary

  • Tech and semiconductors (NVDA, SMCI, MU) dominate the bullish sentiment, with users citing strong earnings and momentum.
  • There is widespread anxiety and skepticism regarding upcoming CPI data, with many expecting the numbers to be manipulated to keep the broader market (SPY) flat.
  • NBIS is experiencing massive FOMO and momentum, with multiple users reporting gains and predicting further upside.
AI Summary

Summary

  • The thread is dominated by CPI-day positioning: many users expect a “soft CPI” to fuel a melt-up, with one top comment calling for SPX 7800 by week-end.
  • NBIS is the most discussed single-stock earnings play; the community is extremely hostile to shorting NBIS and expects short sellers to get squeezed.
  • Trump capital-gains tax-cut chatter creates a split: bulls see a catalyst for “we ball” upside, while others warn everyone holding profits will sell.
AI Summary

Summary

  • Macro anxiety is high ahead of tomorrow's CPI print, with many expecting a market dump unless data is perfect.
  • The broader market (SPY, Nasdaq) is suffering from low volume and theta decay, frustrating traders.
  • CoreWeave (CRWV) earnings sparked a rally due to low expectations, while premium selling on MU and DELL is favored.
  • Consensus leans toward a volatile CPI reaction, but specific tech names (META, CRWV) have strong bullish pockets.
AI Summary

Summary

  • The thread is heavily focused on tomorrow's CPI data release, with mixed expectations on whether it will trigger a massive rally or a dump.
  • SMCI is seeing momentum and is viewed as a solid play, though users caution against expecting a GME-style short squeeze.
  • Memory stocks (like MU) are frustrating traders by lagging behind the KOSPI index's upward movement.
  • There is a clear divide between bears holding puts for CPI and bulls expecting a "rip" to new highs.
AI Summary

Summary

  • Thread is heavily focused on memory stocks, with multiple upvoted comments referencing SNDK, “Memorybros,” and “FULL PORT MEMORY TIME.”
  • Pre-CPI positioning is visible: index calls, tech ATH hopes, and a “straight open” bias, but also warnings that “both sides are getting cooked.”
  • Notable disagreement: KOSPI “melting upwards” is called bullish by some, but another commenter says “Not sure Kospi really matters anymore.”
AI Summary

Summary

  • Broad market sentiment is highly bullish heading into CPI, with expectations of a "nothingburger" or positive print that will squeeze bears.
  • Memory and semiconductor stocks (MU, SNDK, AMD) are seeing strong bullish conviction, driven by HBM (High Bandwidth Memory) demand forecasts.
  • The South Korean index (KOSPI) is experiencing a massive overnight pump, drawing significant attention from the community.
AI Summary

Summary

  • The dominant theme is high anxiety and anticipation surrounding tomorrow's 6:30 AM CPI report, with users expecting significant market volatility.
  • Geopolitical tensions (Iran/Hormuz) and extreme weather (hottest July on record) are noted as potential macro catalysts for energy and commodities.
  • There is a clear split on the broader market direction, with some expecting SPY to tank while others predict a massive QQQ rally on a "cool" CPI print.
AI Summary

Summary

  • The community is highly anticipating the upcoming CPI print, with a prevailing belief that the market will rally regardless of the data being hot or cold.
  • Short squeezes are a major theme, specifically targeting AI and cloud-related stocks with high short interest following recent earnings.
  • Overall sentiment is overwhelmingly bullish, mocking "bears" and anticipating significant upward momentum in indices and specific tech/cloud names.
AI Summary

Summary

  • The community is highly focused on the upcoming CPI print, with expectations of market volatility surrounding the release.
  • Semiconductor and tech sentiment remains strong, particularly for MU, though there are warnings about IV crush on volatile plays like NBIS.
  • There is a notable disagreement on NBIS; some expect a massive 30% rally, while experienced users warn of a severe IV crush (120%+) that will destroy option buyers regardless of direction.
AI Summary

Summary

  • Anticipation of CPI data is driving market expectations, with most expecting a market pump.
  • Strong speculative interest in specific tech/momentum tickers like MU and CRWV.
  • General sentiment leans heavily bullish, driven by "stocks only go up" mentality despite some underlying anxiety.
Score 33
Comments 1,024
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
SMCI reported massive Q4 revenue ($11.1B), quadrupled EPS ($1.70), and gave a massive FY27 outlook ($65B-$72B). The blowout earnings and $60B+ backlog completely invalidate the bear thesis, forcing shorts to cover. Buy SMCI as the forward P/E is now highly attractive and momentum is strongly upward. History of accounting concerns ("cooking books" jokes) and CEO's poor earnings call performance.
SMCI LOW
r/wallstreetbets community Reddit community discussion
A top comment says “this is the good time to buy mu and sndk,” with SanDisk gain posts and “Imagine buying Sandisk around 23.54” mocking missed entries. Memory/semis are seen as an AI-infrastructure bid that should continue if CPI does not disrupt the risk-on mood. The community views SNDK as a continuation long alongside MU, not a short. “I need SNDK 1600 so I can get rid of it” suggests some holders are trapped and may sell into strength.
SNDK LOW
r/wallstreetbets community Reddit community discussion
A user holds Aug 21 $17 ONDS calls bought for $0.03 and is hoping for “a killer earnings on Thursday.” Ultra-cheap OTM calls are a binary earnings lottery; a strong report could produce a multi-hundred-percent option pop. The community has an explicit long ONDS calls position into earnings. $0.03 calls are longshots; unless earnings blow through $17, the option expires worthless.
ONDS LOW
r/wallstreetbets community Reddit community discussion
“kospi just melting upwards” is posted with upvotes, but another commenter replies “Not sure Kospi really matters anymore.” Korean index strength is a leading indicator for memory/chip sentiment. Watch KOSPI as confirmation for the memory-long trade, rather than trading it directly. WSB is split on KOSPI relevance; no direct trade idea was provided.
EWY LOW
r/wallstreetbets community Reddit community discussion
A top comment ends with “My GLD Calls,” and another user calls for gold at 4500 by end of week. If CPI comes in soft, the market will price out rate hikes, pressuring the dollar and supporting gold. The community sees GLD as a dovish-CPI beneficiary and a hedge against Fed policy uncertainty. A hot CPI print would crush the gold call thesis; the Fed “task force” comments are sarcastic, not policy reality.
GLD LOW
r/wallstreetbets community Reddit community discussion
Users say they are “holding these CSPs and calls on the indexes,” expect a “strait open” after CPI, and predict “All tech stocks all time high EOW.” Pre-CPI call positioning plus benign-inflation hopes set up a bullish index/tech move. Long broad indexes/tech into CPI and through the week. User admits “I’m delusional about my calls”; another warns “both sides are getting cooked.”
QQQ LOW
r/wallstreetbets community Reddit community discussion
RKLB closed flat after being down -10% premarket on a day when the SP500 was down. Showing relative strength against the broader market indicates strong underlying buying pressure. Long RKLB as it prepares to "rip" based on its resilience to market-wide selloffs. Highly speculative and dependent on broader market stabilization.
RKLB LOW
r/wallstreetbets community Reddit community discussion
CRWV (CoreWeave) reported earnings that were "not as bad as expected," causing the stock to rally after hours. The market had overly bearish expectations ("Debtweave"), and the relief rally is rewarding call buyers and full-port positions. The stock is catching a short-term momentum wave post-earnings due to inverse sentiment playing out. Some users are still holding heavy bags, indicating overhead resistance.
CRWV LOW
r/wallstreetbets community Reddit community discussion
NBIS is the most mentioned stock: “trading like today was the earnings announcement,” “shorting NBIS is peak arrogance,” and call buyers regret under-sizing. The stock is already acting post-earnings before the actual print, and the community expects short sellers like Burry to get “cooked.” The consensus is net long NBIS into earnings, with high momentum and aggressive call interest. One holder is debating whether to exit a $100K margin position, showing conviction is not universal; a weak guide could wreck leveraged longs.
NBIS LOW
r/wallstreetbets community Reddit community discussion
The CEO of Hertz previously bought $1.1M worth of shares around the $4.50 level. Retail traders are eyeing this historical insider buying level as a strong support zone and a reason to "save" the stock. A value/rebound play based on historical insider conviction and current dip-buying interest. The stock is currently dipping, which is "scaring people," indicating potential downward momentum.
HTZ LOW
r/wallstreetbets community Reddit community discussion
Multiple top comments expect “soft CPI” to send markets higher; one says “SPY will rocket to ATH,” and another says “tomorrow we will PUMP all day.” A soft CPI print would reduce rate-hike fears and, combined with capital-gains tax-cut headlines, could trigger momentum chasing. The community is leaning long into CPI as a bullish catalyst, not a crash. Some commenters note capital-gains tax cuts could cause massive profit-taking and a sell-the-news event.
SPY LOW
r/wallstreetbets community Reddit community discussion
Community members are confidently projecting META to close the week above $610. Despite broader market low volume and CPI fears, mega-cap tech like META is showing relative strength and bullish conviction. META is a momentum long play into the end of the week. A hot or cool CPI print could drag the entire market down, invalidating the technical setup.
META LOW
r/wallstreetbets community Reddit community discussion
A top comment says “Nvda 225C will print,” and another references “huge semi earnings” as recent market fuel. NVDA is the high-beta semi leader, so a soft CPI morning plus strong semiconductor momentum could spark a call-heavy melt-up. The community is treating NVDA calls as a momentum play that pays if the macro backdrop stays supportive. If CPI is hot, high-beta semis get hit hardest; short-dated calls will also decay quickly if the stock stalls.
NVDA LOW
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments are calling for massive price targets on MU (Micron), shifting from 700 to 1000. The community is aggressively rallying behind the stock, indicating strong retail momentum and bullish sentiment in the semiconductor space. Momentum play riding the retail wave and broader tech/semi strength. Pure momentum and hype; vulnerable to broader market sell-offs if the CPI print comes in hot.
MU LOW
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This Reddit post, published August 11, 2026, features r/wallstreetbets community discussing SMCI, SNDK, ONDS, EWY, GLD, QQQ, RKLB, CRWV, NBIS, HTZ, SPY, META, NVDA, MU. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: SMCI, SNDK, ONDS, EWY, GLD, QQQ, RKLB, CRWV, NBIS, HTZ, SPY, META, NVDA, MU