1. Burry's back on the wires calling for a major top, dropping the 1987 comparison. Top meme on the sub isn't fear though, it's dunking on him, doing the math on how he'd be a billionaire if he'd just held $SPY since 2008 instead of shorting. Healthy skepticism of the permabear, sure, but when he's trending at all that's a mood check worth noting, not something to fade blindly.
2. Board's stacked with hundred-dollar-to-six-figure screenshots today, $2400 into $180k, $18 into $3.5k, plus the top meme of the day is literally titled bearish is bullish. That's a euphoria cluster, not a one-off, and clusters like this usually precede chop rather than more of the same. Nothing to trade off it directly, just a reason to sit on hands if you feel the FOMO creeping in.
3. $AMD posted revenue up 50% with data center sales doubling and the stock still slid, and the sub's got fresh AMD earnings loss posts to match. If a beat that clean can't hold the stock green, that's worth watching across the rest of semis, not just AMD. Separately Samsung's flagging the memory shortage running through 2028, so the $MU and $SNDK crowd nursing last month's drawdowns may get another leg to lean on if that thesis holds.
Aggregated and distilled by Two Sentence Traders. Not financial advice.