What Are Your Moves Tomorrow, July 15, 2026

u/verified-trader · Reddit — r/wallstreetbets · July 14, 2026 at 20:00 · ⬆ 33 pts · 💬 889 comments  | View on Reddit ↗
AI Summary

Summary

  • Main themes: SK Hynix (SKHY) explodes +27%, Korean profit-taking expected overnight; IBM tanks 25% after Cramer; ORCL treated as market scapegoat; general frustration with “vibe” market.
  • Dominant sentiment is bearish on Korean ADRs (SKHY) due to anticipated selloff, mixed on broader market.
  • Key earnings: none directly discussed; geopolitical (France soccer loss) spills into French stocks.
AI Summary

Summary

  • The thread is dominated by post-France-Spain World Cup banter, with heavy sarcasm and meme-driven sentiment.
  • Key market themes: Korean market volatility (KOSPI/SKHY), tech earnings catalysts (ASML, TSMC, NVDA), and skepticism toward Cramer-pumped names (IBM).
  • Notable consensus: Bearish on Micron (MU) due to SK Hynix competition; bearish on IBM and SPCX; a bullish tilt on QQQ/NVDA/AMD ahead of earnings.
AI Summary

Summary

  • Dominant theme: Korean memory stocks (SK Hynix, Samsung) and DRAM sector volatility, with community pushing bullish bets despite margin calls and Cramer’s endorsement (seen as contrarian bearish).
  • Mixed sentiment on broader market: some expect a green Wednesday after benign PPI, while others call for shorting every rally. Meme and macro themes (SPY, AI, IBM) are secondary.
  • Notable disagreement: “Buy memory now” vs. “Wait for another dip in semis” – timeframes clash.
AI Summary

Summary

  • Dominant themes: memory stocks (DRAM/SK Hynix) surging, IBM collapse as cautionary tale, geopolitical war noise ignored by markets.
  • Sentiment is mixed bullish on semiconductors/memory, extremely bearish on IBM, and cautiously optimistic on NVDA.
  • Key disagreements: some regard SK Hynix’s 28% rebound as “irrational exuberance,” while others declare “DRAM crew we are so back.”
AI Summary

Summary

  • Dominant theme: Korean retail frenzy lifting KOSPI and memory/semi stocks (MU, SK Hynix, Sandisk), with strong bullish sentiment on Micron and AMD/NVDA.
  • Counter-narrative: Bearish on IBM (bleeding), cautious on Netflix earnings (possible disappointment), and skepticism about leveraged ETFs after LCID blowup.
  • Notable earnings discussed: NFLX (implied move lower), GOOGL (bullish catalyst for AI/semis next week).
AI Summary

Summary

  • Main themes: Korean index (KOSPI) volatility, memory/semiconductor stocks (MU, NBIS), IBM insider selling scandal, and a general undercurrent of bullishness on tech/semis despite heavy bags.
  • Key earnings mentioned: United (UAL) tomorrow; no implied move given. Disagreements exist between those who see pump potential (MU, KOSPI) and those warning of overleveraged flushing (KOSPI, NBIS).
AI Summary

Summary

  • Main themes: Korean market volatility (KOSPI/SKHY), semiconductor sector divergence (bullish on Korean semis vs. bearish on US semis), geopolitical tensions (Iran/Kuwait oil depot), and bearish sentiment on IBM.
  • Dominant sentiment is MIXED: bullish on SKHY and SMCI (contrarian to Cramer), bearish on MU, SNDK, and IBM; cautious on QQQ intraday.
  • Key earnings discussed: ASML earnings next week (bullish play), IBM earnings (bearish sentiment but sarcastic “buy a car” comment). Notable consensus: Korean semis may catch up after SKHY’s NY session rally; disagreement on whether US semis have topped.
AI Summary

Summary

  • Theme: Earnings season focus on semis (ASML), with bullish calls on SMCI and CW, bearish sentiment on TSLA, ORCL, and IBM.
  • Sentiment: Mixed; loss porn dominates, but specific ticker calls show conviction. ASML earnings seen as catalyst for semis.
  • Notable: No strong consensus on overall market; geopolitical (Iran, Korea) and sports (World Cup) references add noise.
AI Summary

Summary

  • Main themes: ASML earnings catalyst, memory semiconductor euphoria (SK Hynix), mixed market direction sentiment
  • Dominant sentiment: cautiously bullish on semi earnings, but profit‑taking warnings on memory stocks
  • Notable consensus: ASML will pump on earnings; disagreement on whether SK Hynix is a buy or top
AI Summary

Summary

  • Semiconductor stocks (NVDA, TSM, SK Hynix, AVGO, GOOG) dominate bullish sentiment, with several comments expecting further rips and runs
  • IBM sees a massive put gain (+122,000%) and a split community: some want to buy the dip, others acknowledge the options blowup
  • Key earnings discussed: ASML (timing question), with SK Hynix “pricing in a lot of expectation before ASML earnings”
  • Notable disagreement: DRAM’s asymmetric reaction to KOSPI moves vs. broader market skepticism about oil, inflation, and algorithmic manipulation
AI Summary

Summary

  • Mixed sentiment on semiconductors (SK Hynix, Micron), with some users bullish on SK Hynix not selling off and others reporting large losses
  • Overall market tone cautious: one user is 60% cash, another expects EU/US dump on open
  • Notable mentions of Pelosi picks (UBER, INTC) and Burry picks (BABA, PYPL, MELI), but no strong directional consensus
AI Summary

Summary

  • Dominant sentiment is frustration and distrust: accusations of insider trading (PYPL), complaints about pre‑market selloffs, and a “bottom signal” from a KOSPI meltdown.
  • Several specific tickers discussed: PYPL (insider suspicion), NFLX (contrarian buy), ASML (strong earnings), BB (chart breakout), IBM (swing trade).
  • Key themes: market manipulation, green days being sold into, and a few contrarian bullish calls on battered names.
AI Summary

Summary

  • Dominant themes: memory stocks (MU, DRAM) underperforming and frustrating traders; Microsoft price action is mixed; PPI release anticipated as non-hawkish.
  • Notable consensus: frustrated agreement that memory stocks are not moving up despite a bullish AI narrative, with multiple upvoted comments mocking or complaining about MU and DRAM.
  • Disagreement: some users advocate buying semiconductors broadly (+11) while a separate comment suggests rotating out of semis into SaaS (+5).
Score 33
Comments 889
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
Community notes SKHY trades at a ~50% premium to the underlying Korean market. Multiple comments highlight the dislocation. The premium is unsustainable; any mean reversion or selling pressure from Korean market closes the gap. Short SKHY or buy the cheaper Korean ETF KORU as a pair trade. KOSPI continues to rally, widening the premium temporarily; short squeezes possible.
000660.KS LOW
r/wallstreetbets community Reddit community discussion
SPCX has dropped from $220 to $136 and the community is hyper-bearish, calling it the only stock that keeps falling. The downward trend is intact; no bullish catalyst cited. Continue shorting or avoid long exposure – momentum favors bears. Reversal on space/SPAC hype; buy-the-dip crowd may attempt a squeeze.
SPCX LOW
r/wallstreetbets community Reddit community discussion
Comment predicts QQQ will rise +1% on ASML earnings day and another +1% on TSMC, targeting 740 by end of week. Semiconductor earnings are expected to be strong, driving Nasdaq rally. Buy QQQ calls or shares ahead of ASML/TSMC reports. Korea volatility spills over; ASML/TSMC guidance could disappoint.
QQQ LOW
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments call NVDA a “MVP of the week” (+8) and hope for a move to $230 (+7). The thread repeatedly references “rips” on dips. The community sees NVDA as a momentum leader in the AI/semiconductor space, expecting continued upside on any pullback. Buy the dip or hold long – sentiment is strongly bullish with no bearish counter-arguments in the thread. No explicit bears mentioned, but general market manipulation and KOSPI volatility could drag down tech. TICKER - TSM - LONG | confidence: 0.55 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: A +9 upvoted comment states “TSM gonna run like a crack head chasing a chicken” – a clear bullish meme. The community expects TSM to follow the semiconductor surge alongside NVDA and SK Hynix. Leverage the bullish semiconductor sentiment, especially ahead of ASML earnings that could buoy the sector. Only one direct comment; lack of detailed analysis and potential profit-taking after recent runs. TICKER - ORCL - LONG | confidence: 0.50 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: Two +5 comments: “grabbing some ORCL calls here. 01/2027 300c is like 200 bucks” and “I bought ORCL before close guys”. Upside potential called “insane”. Cheap long-dated calls imply high optionality, with the community betting on continued cloud/enterprise growth. A speculative long via deep OTM leaps – small cost, large potential if ORCL rallies. No earnings catalyst mentioned; could be a slow mover; leverage decay if no immediate move.
NVDA LOW
r/wallstreetbets community Reddit community discussion
Comment says “Crowdstrike looking like another leg up.” Positive technical sentiment – the stock is in an uptrend and likely to continue. Buy calls or shares for a swing trade. Overbought conditions; single comment, low community consensus.
CRWD LOW
r/wallstreetbets community Reddit community discussion
Multiple high‑upvoted comments target MU at $1000+, $1200, and $1500, citing KOSPI momentum and DRAM cycle strength. Community expects Korean retail buying to spill over into US‑listed memory plays, creating a self‑reinforcing rally. Long MU with conviction as retail flows and fundamental tailwinds align. Caution from “buy high, sell low” memes; potential overextension if KOSPI overheats. TICKER – NVDA – LONG | confidence: 0.70 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: Comments highlight NVDA as a “genius” pick, an upgrade from MS, and a target of $217. AI bull narrative remains intact; any pullback is viewed as a buying opportunity by “berish” bears. Long NVDA, leveraging renewed semi momentum and Google earnings tailwind. Some commenters note “berish bets” exist; community acknowledges possible short‑term volatility. TICKER – EWY – LONG | confidence: 0.75 | sentiment: +0.80 Speaker: r/wallstreetbets community Thesis: KOSPI surged +6% premarket, with multiple comments referencing “Koreans will pump this shit” and “Koreans please lock in and BUY.” Korean retail investors are aggressively buying domestic stocks, creating momentum that flows into the KOSPI ETF (EWY). Long EWY to capture the Korean retail mania directly, especially as memory semi names benefit. “25 minutes till Koreans fuck up everything again” warns of sudden reversals; circuit breaker concerns (on the way up) suggest volatility. TICKER – IBM – SHORT | confidence: 0.60 | sentiment: -0.50 Speaker: r/wallstreetbets community Thesis: Comments call IBM “IBS” and predict it “will bleed until eoy,” with one user noting it “sacrificed itself” for semis. IBM’s earnings disappointment (implied by “pull an IBM” reference) has soured sentiment, and the community expects continued underperformance. Short IBM as a laggard in a market focused on AI and memory. Counter‑arguments are sparse; the thread’s bullish energy might lift all boats temporarily, including IBM.
MU LOW
r/wallstreetbets community Reddit community discussion
The community points to an “IBM dump” with heavy insider-trading suspicion. Comments say “CEO didn’t wait until earnings” and “Cramer bought before the drop”. Shares dropped hard, and another user loaded short-dated puts. Insider selling ahead of earnings (UBER?) creates distrust. The community sees further downside as retail bails and negative news compounds. Short IBM near current levels on the insider dump narrative and poor technicals heading into earnings. Some traders bought the dip (e.g., full port at $219.76). Earnings could surprise if the drop was overdone. “Futures don’t matter” sentiment adds noise. URA (Uranium) - LONG | confidence: 0.50 | sentiment: +0.50 Speaker: r/wallstreetbets community Thesis: A +5 comment notes “uranium chart startin to look kinda nice for a bottom buy” and connects it to powering datacenters and “cumbots” (AI infrastructure). Only one strong upvoted reference, but it aligns with broader AI energy demand. The community is shifting toward real assets for AI/tech power needs. A bottom buy signal on uranium could precede a sector rotation. Watch/long uranium ETFs (URA) as a speculative play on the AI power narrative, but low conviction. Only one explicit comment; no consensus. KOSPI and memory stocks dominate the thread. Oil/energy volatility from other comments (Obama @ $80 oil) could distract.
IBM LOW
r/wallstreetbets community Reddit community discussion
A user placed 25 SPY 750P for tomorrow (heavy puts). Another comment says “Too many puts. We glide higher.” Mixed signals; no strong directional consensus. The lack of conviction on SPY direction reflects overall market uncertainty. The community is split between expecting a glide higher and a crash. Avoid SPY directional plays; the thread lacks actionable consensus. The put buyer could be a contrarian indicator; “too many puts” often leads to upside.
SPY LOW
r/wallstreetbets community Reddit community discussion
Cramer called SMCI “sub-optimal,” a classic contrarian indicator. WSB community immediately adds to calls, expecting a reversal. Buying SMCI on Cramer’s bearish call is a high-conviction contrarian play. SMCI may still be overvalued; no other strong buy signals in thread.
SMCI LOW
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments expect ASML earnings to be a strong bullish catalyst, with community calling “Semis Valhalla” and stating ASML should pump every semi green tomorrow. ASML’s earnings release is imminent (within one hour of the thread), and the consensus is for a positive reaction. This creates a short‑term momentum opportunity around the earnings event. Long ASML into earnings based on community conviction that semiconductor sector will rally on the report. One comment notes that ASML/TSM earnings could crush SaaS stocks (ServiceNow), implying the move may not be broad semi strength. No explicit downside risk for ASML itself in the thread. TICKER - SK Hynix (SKHY) - SHORT | confidence: 0.60 | sentiment: -0.40 Speaker: u/apurimac777 (+8), u/ForsakenRacism (+7) Thesis: A highly upvoted comment warns that leveraged SK Hynix ETFs are being advertised in the NY Post, a classic retail euphoria sign, advising “memory bros need to take profit, now.” Another user laments “Can’t wait to get another exit on DRAM and then not take it,” suggesting a failure to sell tops. Extreme retail interest and profit‑taking sentiment indicate the memory rally may be extended. The community is implicitly flagging a top in SK Hynix and memory names. Short SK Hynix (or SKHY ETF) as a contrarian fade of retail euphoria, expecting mean reversion. Other comments cheer SK Hynix gains (+28% yesterday, +20% tomorrow) and Korean retail buying at open. Momentum could continue before a reversal. The warning is based on sentiment, not fundamentals.
ASML LOW
r/wallstreetbets community Reddit community discussion
User ReadyGain2972 (+6 upvotes) states “Everyone is bearish on nflx. Looks like time to buy.” Contrarian strategy – extreme bearish sentiment often signals a reversal or entry point. Consider going long NFLX as a contrarian bet against the crowd. No other participants discuss NFLX; the comment is isolated and lacks technical/fundamental support.
NFLX LOW
r/wallstreetbets community Reddit community discussion
User Squirr3I (+5 upvotes) notes the BB chart shows a 5x move from the bottom and questions why nobody is talking about it. A significant technical breakout with low community attention can indicate upside momentum that may continue. BB presents a compelling chart‑based long opportunity based on the observed multi‑bagger pattern. The thread lacks volume; no fundamental catalyst mentioned; potential for a false breakout.
BB LOW
r/wallstreetbets community Reddit community discussion
SK Hynix ADR surged 27% in a single session, pushing market cap above $1T. Multiple top-voted comments explicitly warn that Korean traders will dump at the next open (overnight/early Wednesday). Massive one-day moves in Korean ADRs historically revert as domestic retail takes profits. The community consensus is that this spike is untenable and will be sold into. Short SKHY into Korean open, expecting a sharp pullback of 10-20% as the “dumb Americans” pump gets faded by disciplined Korean sellers. A minority of comments predict further upside to $250; momentum could carry higher if buying pressure persists.
SKHY LOW
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This Reddit post, published July 14, 2026, features r/wallstreetbets community discussing 000660.KS, SPCX, QQQ, NVDA, CRWD, MU, IBM, SPY, SMCI, ASML, NFLX, BB, SKHY. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: 000660.KS, SPCX, QQQ, NVDA, CRWD, MU, IBM, SPY, SMCI, ASML, NFLX, BB, SKHY