$TWLO and $FIVN rip on voice AI, calls still unread: $TWLO up 24% and $FIVN up 20% on a voice AI push today, that's a real move if the earnings back it up. Haven't gone through the calls yet, so this is a headline number, not a thesis. Worth revisiting once the transcripts confirm the strength, worth fading if they don't.
Gold's strong candle on dollar weakness, Bessent theory in play: $GLD put in a strong candle this week as the dollar weakens, and there's a theory going around that more USDJPY intervention from Bessent could keep the pressure on the dollar, which is a bid for gold. Chart's holding above the key level here so technically it's in the clear for now. If the dollar keeps cracking this could keep running, if Bessent stays quiet the thesis loses a leg.
ES stalls at 7780, SMH and NDX setups eyeing more upside next week: $ES closed right under the order flow desk's 7780 level, no surprise there, but the read is it grinds higher next week and keeps the portfolio recovery going. $SMH reclaiming the 580 pivot would help that story, $SNDK and memory names are still the laggards dragging on it. $NDX is arguably printing a breakout on the chart too, so if these levels hold next week the bounce could get some legs. Nothing confirmed, just watching.
$TTMI and $NNBR added to the watchlist after earnings fade: Both $TTMI and $NNBR put up what looked like strong earnings and still faded, so they're on the watchlist for a deeper look this weekend. No thesis yet, just flagging the gap between the print and the price action.
Aggregated and distilled by Two Sentence Traders. Not financial advice.