Daily "Bull Triggers" are printing across the market…

But the Weekly "Bull Trigger" hasn’t confirmed yet.

That’s the difference between:

A bounce
vs
A new bull run

We wait for the larger timeframes to confirm.

Example: $TER
Daily "Bull Triggers" = Lots of singles
Weekly "Bull Triggers" = Less signal & more accurate

The best performing stocks in the S&P500 this year.

The three main themes:
1. Energy
2. Chemicals and fertilizers
3. Tech hardware

1. $SNDK - SanDisk +168.04%🟢
2. $LITE - Lumentum Holdings +91.94%🟢
3. $LYB - LyondellBasell +84.43%🟢
4. $DOW - Dow Inc. +77.73%🟢
5. $APA - APA Corporation +73.17%🟢
6. $MRNA - Moderna +71.94%🟢
7. $CF - CF Industries +68.19%🟢
8. $CIEN - Ciena Corporation +66.00%🟢
9. $TPL - Texas Pacific Land +65.04%🟢
10. $OXY - Occidental Petroleum +57.77%🟢
11. $WDC - Western Digital +57.49%🟢
12. $GLW - Corning Inc. +55.72%🟢
13. $VRT - Vertiv Holdings +54.00%🟢
14. $TER - Teradyne +53.33%🟢
15. $VLO - Valero Energy +51.38%🟢
16. $MPC - Marathon Petroleum +51.06%🟢
17. $FIX - Comfort Systems USA +47.71%🟢
18. $BG - Bunge Global +46.27%🟢
19. $GNRC - Generac +43.20%🟢
20. $STX - Seagate Technology +42.34%🟢
21. $COP - ConocoPhillips +41.42%🟢
22. $XOM - ExxonMobil +40.78%🟢
23. $PSX - Phillips 66 +40.19%🟢
24. $EOG - EOG Resources +39.31%🟢
25. $KEYS - Keysight Technologies +38.97%🟢

Where is the money flowing next?

Labor shortages in manufacturing remain unresolved.

Reshoring is happening, but only works economically with automation.

That’s the forcing function.

Automation is ALREADY delivering:

• 10–20% output gains in real deployments
• 20–30% cost reductions in advanced factories
• Major spillover into warehouses, logistics, and healthcare

This is the early adoption phase, not the hype phase.

The parallel to $TSLA isn’t perfection.

It’s timing.

Skepticism was loud before scale showed up.

Now:

$SYM, Symbotic — Real-world deployment at scale, already used by Walmart.

$TER, Teradyne — Picks-and-shovels exposure to the robotics stack via chip testing.

Automation isn’t a future catalyst.

It’s an active productivity upgrade cycle.

Adoption is still early. Pricing doesn’t reflect full penetration.

$SYM $TER

Note: This is NOT financial advice.

VIX 下降

$BTC $ETH 回涨

so far so good

这里看 Russell 2000 下跌，应该是 google finance 数据错误

实际是上涨 2% 的

Jimmy狐狸: 美股盘前，股价普遍反弹

$IREN 从盘后的最低 $29，到现在的 $37

市场终于反应过来，前两天是过度反应了吗

但盘前毕竟交易量小，需要开盘后确认。

这两天我疯狂加仓：

$GOOG
$TER
$TE

略加了一点：

$NBIS
$ASTI
$MU

我卖了很多 $PL ，清掉了 $LMND $ZETA $SERV

Teradyne $TER 刚刚公布了第四季度财报。
大超预期，股价大涨20%+ 📈

- 营收：$1.08B vs $71.1M est

盈利能力
- 调整后每股收益：$1.80 vs $1.35 est
- 每股收益：$1.63
- 净收入：$257.2M
- 调整后净收入：$283M vs $212.8M

展望
- 第一季度营收： $1.15B - $12.5B
- 第一季度调整后每股收益：$1.89 - $2.25

Jimmy狐狸: 在我介绍 Teradyne 这家公司后， $TER 持续上涨。完全忽略各种黑天鹅。

今天盘后会有财报出炉，最近日本的同行Advantest的财报就大超预期，可以预见 $TER 的财报也会很好。

我今天补了一点。

周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR

Earnings Whispers: #earnings for the week of February 2, 2026

https://www.earningswhispers.com/calendar

$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX

Crazy Prices & Deals I'm Watching:

1. $PLTR - $125
2. $HOOD - $67
3. $SOFI - $18
4. $AMD - $170
5. $NFLX - $70
6. $NVDA - $140
7. $IREN - $25
8. $NBIS - $66
9. $AMZN - $200
10. $META - $530

11. $RKLB - $34
12. $OSCR - $12
13. $ZETA - $15
14. $FLNC - $12.50
15. $HIMS - $25
16. $ASTS - $61
17. $LMND - $50
18. $TEM - $50
19. $ONDS - $7
20. $TSLA - $300

21. $TE - $4
22. $AVAV - $271
23. $PGY - $15
24. $VRT - $102
25. $BE - $45
26. $CRWD - $300
27. $SNOW - $180
28. $PATH - $11
29. $TER - $148
30. $CIFR - $8