A U.S. import ban on new Chinese optical transceivers hurts hyperscalers because Western vendors like $Lumentum(LITE.US), $Coherent Corp.(COHR.US) and $Applied Optoelectronics(AAOI.US) can't scale fas...

๐ŸฆŽ IGGY CLOSING BRIEF, 4 AUGUST 2026

ย 

๐ŸŒ† That is a wrap on Tuesday, Iguanas. Here is what the session delivered.

SESSION SUMMARY

STI closed at 5,612.2, down just 0.03 points, essentially flat. A genuinel...

$AMD(AMD.US) Earnings Implied Move

Earnings AH

Options are pricing approximately a ยฑ10% move tonight. Current estimates are around ยฑ9.7% to ยฑ10.3%.

Using $518.81:

Expected dollar move: approximately ยฑ$50โ€“...
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Security is strongest when organizations collaborate openly and move quickly.

Now over 120 members strong, the Open Secure AI Alliance is sharing new open source security contributions, including new ...
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$Qualcomm(QCOM.US) paydays sold for great payday %. I now settle into the full swing with $ in my pocket. Same system different symbol.

Source: Sunrise Trader

This is suspect

Rep. April McClain Delaney (D) just disclosed she bought up to $80,000 of $BWX Tech(BWXT.US) across 3 separate purchases in July

She sits on the House Science, Space and Technology Commi...
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$T3 Defense(DFNS.US)those of you here, maybe itโ€™s time to pivot to $Shuttle Pharmaceuticals(SHPH.US)๐Ÿ‘€

Tesla volume yesterday was well under its average and it barely moved while every other name on my screen was doing something. the China restructuring chatter has been going for a week and the stock h...

๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: $NVIDIA(NVDA.US) NVIDIA Releases Alpamayo 2 Super Open AI Model for Commercial Autonomous Driving

๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

โžค ๐—ก๐—ฉ๐—œ๐——๐—œ๐—” launches ๐—”๐—น๐—ฝ๐—ฎ๐—บ๐—ฎ๐˜†๐—ผ ๐Ÿฎ ๐—ฆ๐˜‚๐—ฝ๐—ฒ๏ฟฝ...
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