cohr csco guessed right cbrs guessed wrong again #财报观察员：AI基建财报接力登场

CSCO earnings report bearish $CSCO In the last 30 minutes of the close, a large bullish option close-out appeared, seemingly deliberate Expected move: 7.57% (+/- $9.36) From the option GEX perspective, 130 and 135 also become important resistance levels for CSCO While 110 is also an important support level for CSCO At the close between 13:30-13:35, a large ITM bullish sell order was executed This will be an extremely bearish option position ———————— This only represents the option market view, and deviation from facts is relatively normal #财报观察员：AI基建财报接力登场

Bullish after CBRS earnings report $CBRS has been strong since the earnings report Expected move: 11.46% (+/- $29.85) As of 3:30, $290 is the current target price for the bulls And there is heavy profit-taking and long liquidation at $300 #财报观察员：AI基建财报接力登场

COHR Earnings Preview Options market bearish on earnings / below expectations $COHR has seen a large number of short positions opened, with further bearish option trades occurring in the last thirty minutes Expected move: 8.92% (+/- $31.57) From the options orders, COHR is unlikely to fall below 300 or break above 400 The 9DTE 350 PUT is the main bearish option order; the options market expects COHR to fall below $350 after earnings The divergence in options amid today's strong market is worth noting #财报观察员：AI基建财报接力登场

Also watched the market all night Let's talk about the market changes Yesterday at the open, the overall market sectors were under pressure, with tech stocks and semiconductors facing high-level suppression But in the last ten minutes, SOXX and Neocloud both saw significant rallies before earnings reports This means the market is not so fearful of this CPI So my judgment is that it meets expectations But possibly due to the current high price of CL (crude oil) FED officials may still come out and say "If the current crude oil price holds or rises, the Fed will still take action"—the usual rhetoric But this does not affect market sentiment #今晚CPI公布，9月加息定价会改写吗？

This is almost the most important CPI release. The market is frantically defending. All key sectors are under pressure. My judgment is, if it beats expectations, the Fed will also come out to address the current oil price issue with agile action. If it falls short of expectations, the market will reprice and decline overall. #本周三CPI公布，9月加息定价会改写吗？

Today's After-Hours Earnings Reports · Summary Bearish: SNDK — Negative gamma + heavy call unwinding + overly high expectations, partner Kioxia retracing, high risk of disappointment once targets are met. WDC — Strong correlation with SNDK, storage sector under pressure, cautious options sentiment. Bullish: APP — Put wall at 410 provides strong support, negative gamma amplifies upside, consensus on high growth. DASH — Orders/GOV steady, consensus revenue +30%+, clear growth logic. FIG — Accelerated AI monetization + NDR at a high level, guidance has room for upward revision. Risk of storage sector double whammy, others depend on execution. Focus on guidance. $SNDK #WDC $APP $DASH $FIG #财报观察员：业绩喜忧参半，解禁将至！SpaceX后续怎么看？

WDC Post-Market Earnings Preview: Core Range After Earnings Seen at $540–$590 $WDC From the options structure perspective, WDC currently has a Call Wall at $590 and a Put Wall at $540, which form clearer upper and lower boundaries before the earnings report. At the same time, the overall GEX expiring from August 7 to August 21 remains positive. In a positive Gamma environment, market makers' hedging usually suppresses short-term volatility, so without strong catalysts, WDC is more likely to oscillate around key strike prices rather than quickly break out into a sustained one-sided trend. It should be noted that there may be some local support and Gamma accumulation near $550, but from the overall options structure, the truly important lower defense line remains at $540. However, WDC tonight cannot be judged solely based on its own earnings report. Therefore, the main focus after WDC's earnings is on three points: First, whether the stock price can break through and hold above the $590 Call Wall; Second, whether the $540 Put Wall can continue to provide effective support; Third, whether SNDK's earnings will drive the storage sector to form a consistent directional choice. If WDC breaks above $590 and the Call Wall continues to move upward, it indicates that the market's pricing of the earnings may not be finished, and there is still room for further expansion on the upside. If the stock price rallies but fails to hold above $590, it is closer to the good news being priced in, and the positive Gamma environment and market makers' hedging may continue to limit the upside. On the downside, first observe the local support near $550, but the real risk confirmation level is $540. Once the stock price falls below $540 and the overall GEX turns from positive to negative, the market makers' hedging that originally stabilized the price may start to amplify volatility, and at that time, caution is needed for WDC shifting from range-bound oscillation to a more obvious downtrend. —————— Sharing some personal trades Long WDC with a stop loss at $538; if SNDK's earnings are bad, cut losses immediately #闪迪财报前夕，HBF与存储紧缺引发热议