What Are Your Moves Tomorrow, August 13, 2026

u/verified-trader · Reddit — r/wallstreetbets · August 12, 2026 at 20:00 · ⬆ 26 pts · 💬 1049 comments  | View on Reddit ↗
AI Summary

Summary

  • Massive retail euphoria surrounds NBIS (Nebius) following a historic bull run, with the community actively mocking Michael Burry for heavily shorting the stock.
  • CBRS (Cerebras) suffered a catastrophic earnings miss (Actual EPS -2.98 vs Est -0.19), leading to widespread bearish sentiment and mockery.
  • CSCO (Cisco) delivered a "double beat" on earnings, but experienced a brutal "pump fake" selloff, leaving call holders frustrated.
  • There is a notable divergence in the thread between extreme AI euphoria (NBIS, SNDK, MU) and frustration over unpredictable post-earnings price action (CSCO, CBRS).
AI Summary

Summary

  • The thread is heavily focused on Michael Burry's short positions, particularly in NBIS and memory/semiconductors (SOXX, MU), with the community largely mocking him and betting against his shorts.
  • HTZ (Hertz) is experiencing a massive short squeeze or pump, with several users reporting significant gains and expecting it to break $3.
  • ONDS and SPCX are mentioned as speculative momentum/earnings plays, while CSCO had a "massive beat."
AI Summary

Summary

  • Main themes include a massive dump in Cerebras (CBRS) after earnings, a strong rally in NBIS, and a short squeeze/rally in Hertz (HTZ).
  • Geopolitical tensions regarding Iran are mentioned but the market impact seems mixed or ignored by the broader indices.
  • There is strong consensus on the CBRS dump and NBIS pump, while HTZ bears are getting squeezed.
AI Summary

Summary

  • August mega-thread dominated by low-volume chop: VIX under 15, “no moves after 10am,” and frustration with the quiet tape.
  • Earnings/event names are the real focus: CBRS dumped after a perceived huge miss, NBIS popped/some “made nebius money,” CSCO ran 4%, HTZ meme-pumped 15%, and SNDK has an investor day catalyst.
  • Michael Burry’s disclosed Micron short is the most-discussed institutional call, but the thread treats it with heavy skepticism and jokes.
AI Summary

Summary

  • The thread exhibits a tug-of-war between extreme bullishness (SPY 800 EOW) and bearish warnings (heavy SPY put buying, hot PPI expectations).
  • ONDS is highlighted as a high-conviction earnings play with short-squeeze potential due to defense contracts and high short interest.
  • Momentum and meme tickers like SPCX, NBIS, and HTZ are dominating discussions, with many users warning of impending dumps on overextended names.
AI Summary

Summary

  • The thread is dominated by short-term SPY speculation, with mixed expectations regarding upcoming PPI data and market direction.
  • There is a notable meme/speculative focus on Hertz (HTZ) and ONDS, alongside general frustration with market consolidation and tight trading ranges.
  • Disagreement exists on the broader market trend, with some expecting a crash or shorting opportunities, while others are buying calls and expecting a pump.
AI Summary

Summary

  • Tech and AI remain central themes, with mixed views on valuations (NVDA vs. DELL).
  • Retail traders are actively tracking and mocking Michael Burry's short positions, specifically looking to squeeze him on NBIS.
  • Macro concerns linger with mentions of low SPY volume and potential stagflation, though individual stock picking dominates.
AI Summary

Summary

  • Community is highly focused on massive momentum plays and short squeezes, notably NBIS and CRWV.
  • AI bubble concerns are present, but traders are still chasing upside in tech and specific earnings winners like INFQ.
  • Speculative plays on buyouts (WEN) and short-term technical pops (ONDS) dominate the actionable chatter.
  • General consensus remains greedy with users targeting SPY 800 and buying short-dated OTM calls on mega-caps.
AI Summary

Summary

  • AI trade momentum is showing signs of life in Asian markets (South Korea), but WSB users remain highly skeptical of US-based AI infrastructure and datacenter profitability.
  • General community sentiment is fractured; many users are nursing heavy losses or expressing fatigue with the current market dynamics, while others are hunting for short squeezes.
  • A notable fundamental disagreement exists regarding datacenter stocks (NBIS, CRWV), with some hoping for short squeezes while others point out severe structural unprofitability.
AI Summary

Summary

  • The thread is dominated by meme-stock volatility, earnings anticipation, and reactions to Michael Burry's latest short positions.
  • Key themes include valuation plays (AMZN), operational failures (Virgin Galactic), and high-risk speculative targets (HTZ, APP).
  • Consensus is highly fragmented, with a mix of deep-value dip buying and aggressive shorting based on news catalysts.
Score 26
Comments 1,049
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
CSCO reported a "double beat" on their earnings but the stock immediately sold off after a brief spike to $132-$133. The market is heavily "selling the news" despite strong fundamentals, making directional options plays extremely dangerous due to IV crush and unpredictable fading. Avoid directional long plays as the stock is failing to hold its earnings premium despite beating estimates. The stock could find support and reverse upward once the post-earnings shakeout concludes.
CSCO LOW
r/wallstreetbets community Reddit community discussion
There is strong community solidarity ("gang unite") around memory/storage stocks like SNDK and MU, with aggressive price targets (e.g., $1400 banbet for SNDK). Retail traders are aggressively backing the semiconductor/memory sector, opposing institutional shorts. Go long on SNDK to capture the sector-wide retail momentum in memory and storage tech. The broader tech sector showed weakness in after-hours trading, which could drag down individual names.
SNDK LOW
r/wallstreetbets community Reddit community discussion
CBRS reported disastrous earnings with an actual EPS of -2.98 compared to an estimated -0.19. The massive fundamental miss and poor growth metrics have completely shattered investor confidence, leading to a heavy selloff. Short the stock as the market digests the terrible earnings report and downward growth trajectory. The stock may experience a dead-cat bounce if the initial post-earnings selloff is overextended.
CBRS LOW
r/wallstreetbets community Reddit community discussion
ONDS reports earnings tomorrow at 8:30 AM, has 44% short interest, and recently secured a lethal drone contract for Israel. The company has a history of conservative guidance followed by blowout earnings, and the CEO is publicly taunting short sellers, setting up a potential short squeeze. Buy and hold through earnings based on strong fundamental momentum in the defense drone sector and high short interest. Earnings could miss expectations, or the broader market could drag down small-cap defense names.
ONDS LOW
r/wallstreetbets community Reddit community discussion
Top comments note Michael Burry “added to his Micron short” and “doubled down on his MU” position. A high-profile investor publicly pressing a short can create headlines/overhang, especially if memory-cycle worries build. Follow the disclosed short bias, but with only moderate conviction. Several replies joke he added “1 share just so he can say he added,” so the actual size is unknown and the thread is skeptical.
MU LOW
r/wallstreetbets community Reddit community discussion
105M in SPY puts were recently bought, and VIX is perceived as over-shorted. PPI is expected to come in hotter based on CPI breakdowns, meaning recent pumps were likely exit liquidity for institutions. The market is poised for a correction by Friday as macroeconomic data forces a pullback. The market is in a "meltup" phase and could irrationally pump to new highs (e.g., SPY 800 EOW calls).
SPY LOW
r/wallstreetbets community Reddit community discussion
Dell reportedly has more liabilities than assets on its balance sheet. High leverage makes the company extremely vulnerable to any margin compression in the current macroeconomic environment. Buy puts or short shares anticipating a steep drop if margins compress. AI hardware demand could keep margins elevated longer than expected.
DELL LOW
r/wallstreetbets community Reddit community discussion
Microsoft is experiencing a pullback, prompting retail to look for entries. The community views current levels as a buying opportunity with a psychological price target of $500. Buy shares or calls targeting a return to the $500 level. Broader market weakness (low SPY volume) could drag mega-caps down.
MSFT LOW
r/wallstreetbets community Reddit community discussion
Rumors are circulating in the thread about an impending buyout announcement for Wendy's. Buyout rumors typically cause a speculative run-up in the underlying stock price. Enter a speculative long position ahead of potential M&A news. The rumor could be entirely baseless, leading to a rapid deflation of the stock.
WEN LOW
r/wallstreetbets community Reddit community discussion
Amazon is trading near a 20 P/E ratio. The market is overly focused on capital expenditure (capex) concerns, ignoring the underlying value and creating a mispricing. Massive buying opportunity based on historical valuation metrics. Capex spending continues to drag down free cash flow margins.
AMZN LOW
r/wallstreetbets community Reddit community discussion
Community sentiment explicitly calls out shorting Google as "the only move today." Negative momentum and bearish sentiment are driving price action downward. Ride the bearish momentum for a short-term trade. Broader tech market rallies lifting the stock unexpectedly.
GOOG LOW
r/wallstreetbets community Reddit community discussion
Community members are targeting a $290 price by end of day tomorrow. Strong short-term bullish conviction suggests expected positive price action or a catalyst response. Momentum long trade targeting immediate upside. Purely speculative target with no fundamental floor mentioned.
APP LOW
r/wallstreetbets community Reddit community discussion
Traders are loading up on short-dated $305 strike calls expiring next Friday. Options flow from retail indicates an expectation of a strong upward move in the coming week. Follow the short-term options momentum for a quick swing trade. Short-dated out-of-the-money calls are highly susceptible to theta decay.
AAPL LOW
r/wallstreetbets community Reddit community discussion
INFQ just released a highly praised earnings report. The stock is "mooning" post-earnings, indicating strong institutional and retail buying pressure. Ride the post-earnings momentum upward. The initial earnings gap up might be sold off by profit-takers.
INFQ LOW
r/wallstreetbets community Reddit community discussion
Users are regretting selling in the $2.50s and throwing out extreme meme price targets ($100). FOMO (fear of missing out) is building around the stock's current low price levels, indicating potential retail buying pressure. Speculative long play based on retail momentum and seller exhaustion. The company's actual fundamentals remain highly distressed.
HTZ LOW
r/wallstreetbets community Reddit community discussion
Virgin Galactic has delayed its first commercial space flight to 2027. A multi-year delay means continued cash burn with zero commercial revenue, destroying near-term fundamental value. Short the stock as operational failures and delays compound. Unexpected funding announcements or meme-driven short squeezes.
SPCE LOW
r/wallstreetbets community Reddit community discussion
NBIS is experiencing a massive, historic bull run with retail traders reporting 400%+ gains on options and heavy momentum. Michael Burry is heavily shorting the stock at $247, creating a potential short-squeeze dynamic as retail traders aggressively buy to counter his position. Ride the extreme retail momentum and short-squeeze potential, as the market is currently ignoring fundamental valuations. The stock is highly overextended, and Burry's thesis of an "AI crash" could materialize if momentum breaks.
NBIS LOW
r/wallstreetbets community Reddit community discussion
A +5 comment sees the “biggest, fattest, juiciest bull flag” forming on ES. With VIX under 15 and August drift, index futures may grind higher if the flag resolves upward. Bullish bias on ES, but requires volume/breakout confirmation. The same thread complains the market is “molasses” after 10am and volume is absent.
ES=F LOW
r/wallstreetbets community Reddit community discussion
SPCX held a double bottom at 132 and has been running since Friday. Technical support held, and users are targeting $175 to unlock more share availability. Hold or buy for a continued bounce toward the $175 target. Some users are looking to dump at breakeven, indicating potential overhead supply.
SPCX LOW
r/wallstreetbets community Reddit community discussion
SPCX has run up rapidly from $109 to $147 in a matter of days. Retail traders are chasing the stock at the top, creating a classic overbought scenario ripe for a reversal. Short the stock as it is expected to "fall off a cliff" after an unsustainable retail-driven pump. Momentum could carry it higher if retail FOMO continues.
SPCX LOW
r/wallstreetbets community Reddit community discussion
The community believes the AI bubble is not popping anytime soon. Despite Cramer's kiss of death ("AI datacenter trade is back"), retail conviction in Nvidia remains unshaken. Continue accumulating shares or calls as the trend remains your friend. Cramer's bullishness is traditionally viewed as a contrarian sell signal.
NVDA LOW
More from Reddit — r/wallstreetbets
2M in two months. Up 9,155% in two years with options AMA
Aug 12, 16:44
JULY U.S. 🇺🇸 INFLATION DATA:
Aug 12, 12:31
Daily Discussion Thread for August 12, 2026
Aug 12, 10:00
Is Spider-Man the reason Palantir stock is up 34%?
Aug 12, 02:34
$USO largest trade on record, last number one was in 2008
Aug 11, 21:13

This Reddit post, published August 12, 2026, features r/wallstreetbets community discussing CSCO, SNDK, CBRS, ONDS, MU, SPY, DELL, MSFT, WEN, AMZN, GOOG, APP, AAPL, INFQ, HTZ, SPCE, NBIS, ES=F, SPCX, NVDA. 21 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: CSCO, SNDK, CBRS, ONDS, MU, SPY, DELL, MSFT, WEN, AMZN, GOOG, APP, AAPL, INFQ, HTZ, SPCE, NBIS, ES=F, SPCX, NVDA