What Are Your Moves Tomorrow, August 26, 2026

u/verified-trader · Reddit — r/wallstreetbets · August 25, 2026 at 20:00 · ⬆ 28 pts · 💬 678 comments  | View on Reddit ↗
AI Summary

Summary

  • Memory/chip sector is the clearest bullish theme: MU expected to "pop" and catch up to Korea, with a separate comment noting Korea has been "too quiet" for a while.
  • MRNA has the strongest specific bearish thesis: short at $160 on expectations of an ATM offering/dilution, driven by high cash burn and low cash on hand.
  • Gold/silver miners and rare earths are being positioned for a year-end run, with an anticipated January selloff as the exit trigger.
  • NVDA sentiment is divided: one comment questions "inverse Reddit" as a contrarian long, while another sarcastically expects a post-earnings drop despite strong results.
  • Background noise: geopolitical oil tanker watching, crypto futures short losses, and a mix of meme/joke comments — no other actionable consensus.
AI Summary

Summary

  • NVDA earnings dominate the discussion, with a strong consensus expecting a post-earnings selloff or IV crush regardless of the actual results.
  • Macro discussions highlight geopolitical tensions with Iran and oil market reactions, alongside a notable earnings miss from Intuit (INTU).
  • The community is highly skeptical of Zoom's (ZM) long-term viability against Microsoft.
AI Summary

Summary

  • Main themes include anticipation and anxiety around NVDA earnings, a massive earnings miss by INTU, and deep skepticism regarding AI TAM projections (specifically Anthropic).
  • The community is broadly bearish on crypto/Bitcoin and enterprise software (INTU, CRM, NOW), while NVDA sentiment is highly polarized due to massive whisper numbers and macro ceasefire rumors.
AI Summary

Summary

  • The thread is laser-focused on NVDA earnings on Aug 26, with many traders holding puts or expecting a selloff even if NVDA beats.
  • Meme/momentum ideas are present around DKS, SNDK/MU, and gold/silver calls.
  • Notable disagreement: bullish “war is over / SPY 800 EOW” comments vs. skeptical “it’s been 84 ceasefires” reactions. NVDA sentiment is also split between “puts” and “rip past 250.”
AI Summary

Summary

  • Main themes revolve around anticipation for Nvidia's (NVDA) upcoming earnings report and the upcoming GDP data.
  • The community is noting extremely low market volume and expressing concerns about the broader economy unraveling.
  • There is a notable consensus that Oil is facing negative developments, with traders mocking bullish oil investors.
AI Summary

Summary

  • Main themes revolve around extreme anxiety and anticipation for upcoming NVDA earnings, macro data (PCE), and overnight market dumps.
  • INTU is facing heavy bearish sentiment following an earnings miss, while RZLV is being pitched as a high-conviction short squeeze play.
  • The community is heavily divided on NVDA's earnings reaction; some expect a massive +30% rally to "save the universe," while others expect a "sell the news" drop even if they beat expectations massively.
AI Summary

Summary

  • Macro focus is heavily centered on upcoming PCE inflation and GDP data releases at 5:30 AM ET, alongside Crude oil inventories.
  • High anxiety surrounds NVDA, with community members anticipating an IV crush that will wipe out both bulls and bears regardless of earnings results.
  • Geopolitical tensions involving Russia and Iran are being monitored, alongside a notable divergence between WTI and Brent crude prices.
  • The thread exhibits a tug-of-war between loud bears expecting a market flush and bulls anticipating a "bear extinction-level event."
AI Summary

Summary

  • NVDA earnings and PCE inflation data dominate tomorrow’s discussion; mood is anxious, with retail hoping for an NVDA pop to $220 while bracing for a hawkish inflation surprise.
  • Specific longs are mentioned in META and NVDA, while RDDT is singled out as bearish due to insider selling; oil/geopolitical risk around the Strait of Hormuz is also in focus.
  • Consensus: PCE is a major macro catalyst that could trigger a rate-hike repricing. Disagreement: NVDA is real vs hype, and whether the Fed cuts or hikes.
AI Summary

Summary

  • NVDA earnings are the dominant focus, with users debating whether to play the run-up or sit out entirely due to volatility.
  • Macro sentiment is highly polarized; some users are calling for a massive Nasdaq crash, while others are mocking bears for betting against a market near all-time highs.
  • INTC is being discussed as a sympathy play for NVDA earnings, fueled by rumors of political insider buying.
AI Summary

Summary

  • NVDA earnings tonight dominate the thread; top upvoted comment expects a miss that “sends this market to hell.”
  • Multiple users see a sell-the-news pattern: NVDA dumps, bounces flat, then dumps again Thursday; one plan is to sell NVDA before earnings.
  • Broader market sentiment is split: some fear a risk-off meltdown, while one comment predicts a pump back to ATH before a September/October dump.
AI Summary

Summary

  • NVDA earnings dominate discussion ("superbowl for markets")
  • High anxiety regarding IV crush and post-earnings movement
  • Bears are being heavily mocked as SPY marches to new ATHs
  • Disagreement on NVDA: some see massive pump, others see flat
Score 28
Comments 678
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
RZLV has 38% short interest, a $300M buyback, and a new Google Cloud deal. The combination of high short interest and major fundamental catalysts creates a prime squeeze setup. Buy calls to capture the short squeeze and hold for long-term legitimacy. The company's long-term legitimacy is still being proven.
RZLV LOW
r/wallstreetbets community Reddit community discussion
Jim Cramer just called Reddit (RDDT) a buy at current levels. The "Inverse Cramer" phenomenon dictates that a Cramer endorsement is a kiss of death. Short RDDT because Cramer's bullishness guarantees a top. Cramer is occasionally correct, and the stock might actually be a buy.
RDDT LOW
r/wallstreetbets community Reddit community discussion
Community members are actively labeling RKLB investors as a "bagholder nation." The stock has trapped retail investors, leading to frustration and a lack of upward momentum. Avoid taking long positions until the stock shows genuine technical strength rather than retail hype. Sudden retail short squeezes or unexpected contract announcements.
RKLB LOW
r/wallstreetbets community Reddit community discussion
Zoom's core product competes directly with a free alternative from Microsoft (Teams). A business model built on charging for what a mega-cap competitor gives away for free is fundamentally flawed long-term. Short ZM as its market share and pricing power will inevitably erode against MSFT. Zoom may announce new AI features or enterprise partnerships to justify its valuation.
ZM LOW
r/wallstreetbets community Reddit community discussion
Intuit (INTU) just reported a "diabolical miss" on their earnings. A massive earnings miss in a volatile market environment typically leads to sustained downward momentum. Short INTU to ride the negative momentum following the poor earnings report. The stock may find support if the miss was already priced in or if forward guidance was secretly positive.
INTU LOW
r/wallstreetbets community Reddit community discussion
Multiple users are calling for a hard dump in Bitcoin and noting that crypto bros are getting nervous. The recent crypto pump appears to have lost its momentum, shifting retail sentiment toward a sharp correction. Short Bitcoin as the community consensus points to the end of the recent rally. Crypto markets can reverse rapidly on unexpected macro news.
BTC LOW
r/wallstreetbets community Reddit community discussion
INTU suffered a massive earnings miss. The fear and negative sentiment from INTU's miss is expected to spill over into other major software names like CRM and NOW. Short CRM as a sympathy play to the INTU earnings collapse. CRM's individual fundamentals may diverge from INTU's performance.
CRM LOW
r/wallstreetbets community Reddit community discussion
“Full port SNDK MU please someone” and “$SNDK - it’s time to go up now” both point to memory/storage semis as laggards. NVDA earnings could rotate attention into other semis or reignite the broader AI/storage trade. Speculative long/options on SNDK as a potential catch-up trade. No detailed thesis; depends on NVDA’s reaction; MU is mentioned more from pain than conviction.
SNDK LOW
r/wallstreetbets community Reddit community discussion
A +5 comment says “Gold&Silver Calls might be free money.” With unconfirmed geopolitical headlines and NVDA earnings uncertainty, precious metals could rally as a hedge/alternative. Buy gold/silver calls as a short-term macro or hedge play. Single comment, no specifics; if the “war is over / risk-on” trade wins, metals may underperform.
GLD SLV LOW
r/wallstreetbets community Reddit community discussion
A +5 comment asks "Is it time to inverse Reddit on NVDA? Way too bearish," while another +5 sarcastically plans to "panic sell" after earnings. If the sub is overwhelmingly bearish, the contrarian play is a long — but the sarcasm about a post-earnings drop suggests good news may already be priced in. NVDA is a watch heading into earnings — no clear edge, but the "inverse Reddit" question hints at upside surprise potential. "Sell the news" scenario if earnings beat and the stock drops; Reddit sentiment is not a consistent contrarian indicator.
NVDA LOW
r/wallstreetbets community Reddit community discussion
One well-argued comment (+6) says they are shorting MRNA at $160 because "They're definitely gonna announce an ATM offering / dilution any day now." High cash burn + low cash on hand creates a high probability of share dilution, which would pressure the stock down as new supply hits the market. Short MRNA into the expected dilution announcement. "Any day now" is a timing guess; if the ATM doesn't come quickly, the short thesis has no catalyst, and sector news could squeeze it.
MRNA LOW
r/wallstreetbets community Reddit community discussion
A +5 comment says "Gold/Silver mining stocks are my play now," expecting a run until the end of the year and a January selloff. Precious metals miners historically run on year-end positioning; the commenter sees strength into December and defines a clear exit in January. Long gold/silver miners through year-end, with a pre-planned exit before the expected January decline. The thesis relies on seasonal timing; if the rally comes early or never starts, the December exit window will be missed.
SIL GDX LOW
r/wallstreetbets community Reddit community discussion
A +5 comment notes SMCI's P/E is 12.22 vs DELL's 35.83, calling it "tempting" but citing "sh!t management that can't pull their head outta their azz!" The deep valuation discount exists because the market is pricing in management risk; buying it means betting on a corporate governance fix, not on valuation alone. Avoid SMCI — the cheap P/E is a value trap until management credibility improves. If management executes even slightly, the P/E gap to DELL is huge and shares could re-rate sharply higher.
SMCI LOW
r/wallstreetbets community Reddit community discussion
Two comments support pumping Dick’s Sporting Goods: “Full port Dicks tomorrow? Seems way oversold” and “If WallStreetBets doesn’t pump Dicks tomorrow...” This is a coordinated meme/momentum setup: beat-down stock + retail attention = potential squeeze. Long DKS as a short-term meme/pump play. No fundamental DD; purely joke-driven; the pump could fizzle out quickly.
DKS LOW
r/wallstreetbets community Reddit community discussion
The company has gone silent, which the community attributes to a manufacturing issue. Management silence in the face of rumored manufacturing defects breeds uncertainty and prompts retail selling. Short ASTS until management provides clarity on the manufacturing status. Management could release a positive PR update that squeezes shorts.
ASTS LOW
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments note that oil investors are "coping" with negative new developments. The mockery of the r/oil subreddit indicates a strong bearish momentum and negative fundamental news hitting the commodity. Short oil or oil-related equities as the commodity faces downward pressure and bearish sentiment. Geopolitical events could cause sudden upward spikes in oil prices.
WTI LOW
r/wallstreetbets community Reddit community discussion
Some vocal bears are predicting a prolonged 7-month crash in the Nasdaq. Perceived macroeconomic weakness and bubble dynamics could trigger a severe tech sell-off. Prepare for a massive downturn with downside targets as low as $150 for QQQ. The broader community notes that bears are "under hypnosis" and the market is currently ripping toward all-time highs.
QQQ LOW
r/wallstreetbets community Reddit community discussion
Users are speculating that Nancy Pelosi is heavily invested in INTC calls. Combined with the potential for a strong NVDA earnings report lifting the entire semiconductor sector, INTC is viewed as a sympathy play. Buy INTC in anticipation of sector-wide tailwinds generated by NVDA and perceived insider confidence. INTC's fundamental issues may prevent it from rallying even if NVDA posts strong numbers.
INTC LOW
r/wallstreetbets community Reddit community discussion
Two upvoted comments (+6 each) point to Korea's memory stocks being "too quiet" and say MU "pops tmw—has to catch up to Korea." Korean memory makers (Samsung/SK Hynix) act as leading indicators for Micron; their quiet strength suggests MU is a laggard that should re-rate higher. Long MU as a short-term catch-up trade in the semiconductor memory upcycle. "Too quiet" could mean the sector move is already exhausted; no specific catalyst or price target given.
MU LOW
r/wallstreetbets community Reddit community discussion
The top comment expects NVDA to send the market to hell; another says big money will pump the market back to ATH then dump in September and October. NVDA is a major market catalyst, so a miss or sell-the-news reaction could drag broad indices lower into the autumn. Fade any pump toward ATH as a potential September/October dump setup. One user is begging for another SPY overnight rally; NVDA could also close flat and keep markets stable.
SPY LOW
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This Reddit post, published August 25, 2026, features r/wallstreetbets community discussing RZLV, RDDT, RKLB, ZM, INTU, BTC, CRM, SNDK, GLD, SLV, NVDA, MRNA, SIL, GDX, SMCI, DKS, ASTS, WTI, QQQ, INTC, MU, SPY. 20 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: RZLV, RDDT, RKLB, ZM, INTU, BTC, CRM, SNDK, GLD, SLV, NVDA, MRNA, SIL, GDX, SMCI, DKS, ASTS, WTI, QQQ, INTC, MU, SPY