u/GreenCup6496

Now jokes aside lads. My only quality as a trader is knowing Im shit. that on its own makes me better than most. I also don't like listening to what others say because most only talk about their wins. something that has been helpfull for me is to watch what others are doing and specially those with a bad track record, and inverting them (they sell, i buy). I watch my feed on Sirius: trade with friends (IOS APP) and see whaat people i follow are doing, what they are holding and how they are performing. This helped me go from red to green this year.

Markets opening on the back foot today. Three things driving it:

- Brent crude +2.5% after Trump signaled he's "not happy" with Iran's latest proposal. Energy names catching a bid early.

- BOJ hawkish hold — 3 of 9 members voted to hike. Yen strength bleeding into broader risk sentiment.

- OpenAI reportedly missed internal revenue and user targets. Reigniting the AI monetization vs. infra-spend debate that's been bubbling for weeks.

Premarket movers worth watching:

Up:

- SANM +15.9% (3Q adj EPS beat)

- SEI +14.7% (Solaris 1Q adj proforma EPS beat)

- DT +8.1% (Starboard Value reportedly took a stake)

- NUE +3.1% (1Q net sales beat)

Down:

- ERAS -37% (patient death in early-stage cancer trial)

- RMBS -15% (1Q EPS miss)

- AMKR -11% (despite 2Q net sales forecast beat — odd reaction)

- INTC -2.7%, AMD -2.5%, AVGO -2.3% (semis under pressure broadly)

Saw a lot of Big techs buying activity on the Sirius APP (apps.apple.com/br/app/sirius-trading-social-media/id6762199450​​​​​​​​) yesterday preceding earnings week which is noticeable.

Today's catalysts:

- Pre-market earnings: GLW, GM, HLT, KMB, KO, PCAR, SHW, SPGI, SYY, UPS

- US Home Prices (Feb) at 9:00am ET

- Opening arguments in Altman vs. Musk / OpenAI case

- After close: BKNG, HOOD, MDLZ, SBUX, TMUS, V

What are you guys watching today?