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REPLAYroom_100003
Jul 29, 2026, 05:02:56 PM → Jul 29, 2026, 05:36:33 PM · 31m 24s captured · 381 events
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381 of 381
0:00+9.1s"Patient"
0:00+10s"You know, the company"
0:02+12s"doesn't have an active s three, but they have"
0:06+11s"other filings that allow them to sell."
0:08+12s"So the answer is they can sell"
0:12+10s"something and they probably are,"
0:14+15s"And so DFNS although it did look like it could possibly curl"
0:21+13s"above $36.69."
0:24+12s"It's just way too choppy. It actually looks like a"
0:28+11s"like a heartbeat, like a"
0:30+11s"one second here."
0:36+12s"Is that mammogram, I think?"
0:40+9.9s"Heartbeat."
0:44+13s"I mean, I don't know. You know, it looks like"
0:49+9.9s"it looks like that."
0:50+10s"That's what it looks like."
0:52+9.8s"So"
0:53+11s"when when when the e k yeah."
0:55+11s"When it when it looks like that, you there's really no safe"
0:59+11s"trade. Even if you'll get a good entry,"
1:01+12s"you're just gonna get stopped out. And so"
1:05+11s"we need things to have"
1:07+12s"momentum ascending in a some type of channel"
1:11+13s"And this is kind of like a like a war between the market makers. So"
1:15+11s"you know, it is higher than"
1:18+10s"where it was yesterday, but"
1:20+11s"just barely I mean, from the close of yesterday,"
1:24+13s"But it's it's lower than where it was at the high. So"
1:28+11s"we're not yet over that prior high."
1:30+11s"And, you know, maybe this is the"
1:33+12s"beginning of the end of the move, you know. So"
1:40+9.9s"I like that saying, Robert."
1:41+10s"I wouldn't blame you."
1:43+11s"And, you know, we have"
1:46+12s"we have a couple patterns that look like in theory they could curl."
1:50+37s"AMIX, right, and NCRA, but but is it the type of day where these can actually form in a safe manner? You know, I did see NCRA pop up earlier and it was just you know, that this move here, you can't even say it was a fake out because it never really reclaimed. It's just that and so that company has an active s three. They could"
2:19+9.5s"be selling."
2:20+13s"They probably are. The the dollar volume is 333,000,000."
2:24+13s"And stock has been around VWAP pretty much all day."
2:29+12s"Since the market opened. So VWAP is right here."
2:32+11s"And the fact that the stock"
2:35+11s"kind of gravitates towards it"
2:38+12s"every time it pops or drops means they are probably selling."
2:41+12s"Because these selling programs sell around VWAP."
2:45+13s"The volume weighted average price. So"
2:51+13s"know, if we start seeing different price action, like holding three ninety and going higher,"
2:55+11s"maybe I'll change my tune, but"
2:57+12s"I wouldn't buy breakouts on that stock at all."
3:01+13s"If you get lucky and you're in"
3:05+12s"you know, for the halt up, then good for you. But"
3:08+14s"generally, I would just stay away. So"
3:11+13s"we're trying to figure out here if there's anything to watch into 03:00 and into power hour and"
3:16+12s"I don't think there is. MSS came back down."
3:19+11s"WLDS down,"
3:21+11s"STFS,"
3:23+15s"down, GMM same thing."
3:30+12s"Sky Q and Vivic,"
3:36+12s"And that's it. Right? Like, there isn't anything else."
3:48+11s"SBRC, same thing."
3:54+14s"The VWAP is on all the time frames that I have."
3:59+9.0s"So"
4:02+10s"it doesn't"
4:05+10.0s"doesn't really matter."
4:09+13s"But when I was talking about it, I was talking about the one minute, if that was your question."
4:17+13s"So let's take a look at large caps. Market is"
4:22+9.3s"down"
4:24+10s"still."
4:25+13s"I'm not even sure I would call it"
4:30+9.7s"consolidating. It's"
4:31+9.7s"a little too low."
4:36+13s"In order to have some"
4:40+9.8s"afternoon action,"
4:42+13s"ideally, we would want, like, AMIX way above VWAP, you know,"
4:46+10s"six twenty or so."
4:48+12s"Everything that we were watching before, we would want a little higher."
4:52+11s"You know, NCRA, we would want around three ninety later."
4:59+13s"Yeah."
5:10+13s"Little relief bounce maybe."
5:17+13s"I mean, you know, SpaceX could go to, let's say, 01:35, but"
5:22+9.3s"still go down"
5:24+13s"later this year. So I'm not convinced that the momentum is back there."
5:28+13s"It's still a downtrend even if it bounces, you know, 10%."
5:35+14s"I'd like to see, basically, the stock. Yeah."
5:38+15s"Basically break 100. And prove that it can hold. I mean, you could say,"
5:46+12s"you can, you know, maybe hold this one ten level, but"
5:51+11s"I think a lot of people are oh, well,"
5:54+11s"they had this earnings conference call"
5:56+11s"next month. Is that correct?"
6:01+13s"On 08/04/2026. Yeah."
6:06+12s"So the stock is heading down towards earnings, and"
6:11+11s"as we approach earnings,"
6:13+13s"it might just stop going down until then."
6:18+13s"Or maybe it goes sideways until a few more days"
6:22+9.5s"till we get to earnings."
6:24+12s"And then it's like a binary"
6:27+10s"like a binary bet. Like, what does it do? Up or down?"
6:30+11s"Now,"
6:32+12s"the the the Korean IPO"
6:35+12s"they reported"
6:40+13s"kind of, like, negative earnings. Right? So they"
6:44+11s"they already knew that it was gonna be negative."
6:47+11s"And they IPO ed anyway."
6:50+11s"So they tried to get ahead of"
6:52+11s"what would be bad earnings."
6:55+12s"Let me try to find the post."
7:07+12s"Yeah. They missed they missed earnings by 5%."
7:11+11s"And so"
7:14+12s"the insiders already knew they would miss."
7:17+14s"When they IPO ed, but they did so anyway."
7:20+10s"And so the question is,"
7:22+13s"is SpaceX gonna fall in that same category?"
7:26+12s"I'm gonna say"
7:30+12s"probably not."
7:35+11s"I doubt they would miss"
7:39+13s"But the question is, is it good enough for the stock to go up?"
7:43+10s"So"
7:45+14s"the reason why stocks go up is because of good guidance. Right? Good"
7:49+10s"future guidance, and"
7:51+13s"if the guidance is strong, then maybe SpaceX does go up"
7:55+11s"and maybe this is the interim low for now."
7:58+11s"We'll have to see."
8:01+12s"You know, it kinda depends on the"
8:04+13s"the ethics and the morals of the company."
8:08+14s"Did SpaceX issue their IPO"
8:13+11s"knowing that the earnings are gonna be negative or not?"
8:17+12s"Like the Korean one."
8:20+14s"Korean IPO that that I you know, they already knew it would be negative. So"
8:24+10s"we'll see. It's a good interesting"
8:27+10s"thought there."
8:28+13s"I'm gonna guess that Elon probably is not gonna torpedo himself and"
8:33+11s"that their earnings will be strong. But"
8:36+13s"doesn't necessarily mean it'll go up. So we'll see."
8:40+14s"If the earnings are strong, I think I would"
8:43+11s"probably target that one thirty five level."
8:46+13s"Let me let me"
8:49+11s"think about what that is. Hold on."
8:51+14s"So one six sixteen thirty one to one thirty five."
8:57+12s"The 16% increase. Yeah. I think, you know, that"
9:01+10.0s"is probably"
9:02+9.5s"reasonable."
9:05+11s"Alright. Anyway,"
9:12+13s"Well, you know, stack just is up 16%."
9:17+13s"I know."
9:21+14s"The issue is we need volume. We need volume to come in."
9:26+11s"And"
9:28+13s"be, you know, the the mover that everyone's trading. And so"
9:35+11s"this is not it yet. It could be, but not yet."
9:48+14s"Wasn't The US airlines the one that got"
9:52+10s"grounded yesterday?"
10:02+12s"Was that American? That was American. Yeah."
10:21+10s"I guess it's the same company. Right? Yeah."
10:24+11s"American Airlines is US Airlines."
10:27+10s"And so"
10:28+12s"they were grounded yesterday on a technical or IT issue"
11:39+12s"I wonder if we should call the bottom on Tesla."
11:43+13s"We call the bottom on Tesla."
11:50+14s"It's funny because it's at a really important level."
11:55+14s"This is the 2,023 candle high"
11:59+10s"two ninety nine twenty nine."
12:04+12s"And so, like, the next bid level would be"
12:07+12s"a lot lower, two forty eight forty eight."
12:15+13s"It's interesting following both SpaceX and Tesla, like,"
12:19+12s"to see how correlated they're gonna be in the future."
12:37+13s"I think we I think we're gonna call it"
12:44+13s"But there's gonna be, you know,"
12:48+14s"the the the important part of this"
12:52+11s"call is it needs to hold twenty twenty nine twenty nine."
12:55+10s"So"
12:57+13s"Tesla can go down a little bit more, but"
13:02+13s"I would want it to recover twenty nine ninety nine whatever, $300, basically."
13:07+13s"But I think we can say I think I'll say I'll go on the record to"
13:12+8.9s"say that"
13:13+12s"interim interim bottom for now."
13:19+12s"And if I'm wrong, then"
13:24+16s"then $2.48 48, much, much, much lower. That's"
13:31+9.3s"so"
13:33+14s"the the the one issue and tricky part about this"
13:37+9.8s"call is"
13:38+12s"the 200 EMA is $3.03 96. So we are"
13:42+12s"we are below the 200 EMA. We're fighting the trend."
13:47+10s"It's counterintuitive."
13:50+13s"Doesn't really make sense to do that, but"
13:55+12s"based on the technicals,"
13:58+11s"it looks like it could bounce."
14:03+11s"Yeah. So"
14:06+10s"but at least if I'm wrong,"
14:08+9.1s"then"
14:10+12s"you know, you know not really to hold it below 300."
14:13+11s"Like, if it if it keeps going down in"
14:15+10s"just let go of it, we'll"
14:17+11s"we'll find another trade on it."
14:25+13s"We might we because remember we were talking about"
14:30+11s"the SpaceX into earnings."
14:32+12s"So SpaceX was coming down. Right? It was coming down"
14:36+12s"and then we noticed that earnings are coming next month. So"
14:39+12s"kind of now expecting a bounce"
14:44+10s"into earnings."
14:46+13s"And then from there, we don't really know what will happen. But"
14:57+12s"Yeah. I like I like that idea. We're gonna we're gonna go with that one."
15:03+11s"We'll pray to the stock market gods"
15:06+13s"to lift both of these stocks"
15:10+10s"out of their depths"
15:12+12s"And if not, then"
15:16+10s"Elon gets poorer."
15:18+12s"Hey, William."
15:25+11s"You know, I don't I don't I really don't know."
15:29+9.1s"Don't know."
15:29+11s"Probably a better question for support."
15:32+10s"It's somewhere."
15:34+10s"In the dashboard."
15:43+10s"So let's move on from this"
15:45+10.0s"idea here."
15:46+16s"Let's look at MU So MU filled the gap, but I don't really I'm kind of negative on"
15:54+13s"MU on long term. SNDK,"
15:57+11s"I'm still kind of negative on this one as well."
16:00+13s"It doesn't mean we're gonna short it, but it just means that"
16:04+10s"don't really like the chart."
16:08+11s"What other big one was there?"
16:11+13s"So the original idea with CRM still going up"
16:15+13s"which"
16:18+12s"is good. The next big level there was one ninety eight seventy five if you"
16:23+11s"somehow still own it."
16:31+14s"Did you did you buy g wait."
16:35+10s"G wave halt?"
16:37+12s"The resumption showing four fifty."
16:41+12s"There's always somebody out there buying the random halt."
16:45+12s"There's always somebody."
16:52+13s"Maybe this is a good way to"
16:56+12s"segue into NCRA, that rally that it had before."
17:00+13s"So, basically, NCRA halted up"
17:04+12s"But, you know, NCRA already had a lot of volume."
17:08+12s"It has clear levels. People are already short."
17:11+11s"The stock is probably already selling."
17:14+9.4s"Into the current move."
17:16+11s"And so, like, that halt didn't really work."
17:19+13s"Sadly, sometimes these little low volume ones can"
17:23+9.4s"pop further"
17:24+11s"if people are not prepared"
17:27+11s"to be selling or anything like that. But"
17:29+10s"it doesn't mean it's gonna continue."
17:31+11s"Still just a gamble."
17:40+13s"I think this week, we had a lot of halts. Yeah."
17:57+14s"Let me redo the levels for g wave"
18:02+12s"These are these are older levels that I had."
18:05+12s"But they may not be right. So"
18:08+11s"let's redo them."
18:37+14s"Well, there's your first level, six forty."
18:49+14s"Little minor level here, 7,300,000 shares at"
18:54+9.6s"$4.30."
18:58+13s"$5.23."
19:06+13s"$8.50. That's probably it for now."
19:11+11s"I think we'll just use that."
19:19+12s"So so basically upon resumption, you would want"
19:22+11s"$4.30 to become support"
19:25+11s"at the 7,300,000 share candle"
19:28+11s"and then get to"
19:31+10s"you know, that next"
19:32+12s"I mean, you could put a level right here. It's just kinda close. I don't think there's any point"
19:36+10s"$4.57."
19:38+11s"And then there's $5.23."
19:40+10s"And $6.40."
19:51+15s"And there was about 67,000 shares in that last candle."
20:07+13s"Well, I think I think every chart"
20:11+11s"charting platform can do the same thing. It's just"
20:14+11s"what are you good at? That's all."
20:16+13s"TradingView got"
20:20+13s"popular during COVID, and I just at the time, I was already using thinkorswim, so"
20:24+11s"I didn't I didn't really switch or anything like that."
20:37+12s"James, you're talking about the data box, this guy here."
20:40+12s"I think you go to"
20:44+9.6s"style."
20:46+13s"Tools, no, data box mode, and then click fixed."
20:51+13s"Now you can do floating, but floating is very annoying because"
20:55+9.6s"as you move"
20:56+10s"you get this really annoying"
20:58+11s"pop up"
21:01+18s"I can't stand it. So I just use the floating one Sorry. The fixed one and I keep it I kinda keep it on the side"
21:19+11s"Oh, the crosshair probably."
21:30+10s"Yeah. I'm not too sure where that is."
21:32+8.9s"But"
21:36+12s"somewhere"
21:39+11s"somewhere in here."
21:48+13s"I think under appearance,"
21:52+11s"if we click cross, maybe that's what it is."
21:58+13s"You have to forgive me there."
22:02+11s"I don't really remember. It's probably been"
22:04+12s"like, ten years since I changed that setting."
22:08+12s"There's a resumption. 04:30 needs to hold."
22:23+13s"That's going a little bit too low."
22:40+14s"Now if you would imagine what"
22:44+10s"is, it's like a tug of war."
22:45+12s"You have the longs and the and the shorts, and right now,"
22:49+11s"the shorts are a little bit stronger."
22:52+10s"They're flexing."
22:54+11s"And we have, like, grandma on the team."
22:57+11s"You know, grandma's not pulling hard enough."
22:59+10s"And so"
23:02+12s"maybe we shouldn't buy anything until we get grandma off the team."
23:05+12s"But you get my point here."
23:12+11s"There has to be, like,"
23:14+10s"a substantial amount of"
23:17+10s"conviction"
23:18+10s"guts,"
23:20+12s"confidence for these things to kind of work."
23:27+13s"There's some grandmas in here. No disrespect to grandmas. We love the grandmas, but"
23:32+10s"trying to get my point across here."
23:58+13s"So we have a high volume candle now. Right?"
24:01+12s"The high volume candle low is 38."
24:05+9.5s"Sorry."
24:06+11s"Three eighty."
24:08+12s"Three eighty. So three eighty needs to hold now."
24:14+12s"Yeah. No no problem. We're not insulting the grandmas."
24:19+13s"But, you know, it's the reality. We have to be"
24:22+12s"the long traders have to be strong for these things to work. So"
24:26+12s"and that's how you know it's, like, gonna be a a bad day"
24:29+11s"or a slow day is when you start seeing"
24:32+20s"Long's just are weak. Either in pre market or later."
24:51+12s"Now this stock had earnings today, but"
24:54+12s"actually, what is that? It had news"
24:58+9.9s"recently."
25:05+14s"I'm not too sure why that came out at 01:16PM for"
25:21+12s"Is that a press release at 01:00?"
25:26+9.9s"Crazy."
25:30+11s"Yeah. I don't know."
25:35+12s"What's going on, Russ?"
25:41+11s"Yeah. G Wave has"
25:44+10.0s"well,"
25:46+11s"the rest three is over, I think, by now."
26:30+14s"No. They're they're act their s three is still active."
26:35+13s"They have about"
26:40+13s"it's been two years and eleven days. So they have three years to use the"
26:45+9.1s"active s three."
26:46+11s"They're still in effect."
26:51+12s"But, you know, that would be"
26:54+13s"it would be crazy for the company to be using it, like,"
26:57+10s"right now when the volume is so low."
27:00+13s"The dollar volume is, like, less than 5,000,000."
27:07+13s"No. I really I really don't like the trailing stop"
27:12+9.5s"Robert."
27:13+13s"Are you trying to hold longer?"
27:17+12s"Just sell most of your position"
27:21+10s"and then hold a little bit left."
27:24+13s"But if it goes underneath your"
27:27+10s"cost basis, you know, just get rid of it."
27:29+13s"I I don't have a good recommendation for you for a stop."
27:34+11s"A trailing stop, because I don't use it."
27:39+12s"MACD is still green on this one."
27:54+13s"Yeah. They're good for three years. So they have three years to sell"
27:59+11s"quote, time from time to time."
28:02+11s"Unquote, whatever. So"
28:04+12s"expires, and then they have to issue a new one maybe."
28:11+12s"So you just count from the date"
28:15+13s"of when it's filed to the current date of today, and then you'll get your number."
28:37+11s"There is a seller around 04:30."
29:10+14s"Normally, normally in"
29:14+10s"markets, you know, this pattern"
29:17+11s"resolves pretty quickly."
29:22+10s"In this type of market,"
29:24+10s"no."
30:06+14s"You know, thinking back to the Tesla idea that we had"
30:11+11s"about, I don't know, fifteen minutes ago,"
30:13+13s"The news item down here reminds me"
30:17+12s"you know, Trump the administration banning"
30:21+12s"Chinese humanoid robots"
30:24+9.8s"and also the"
30:26+10s"robots that look like dogs"
30:27+11s"Now that is"
30:30+11s"extremely good for Tesla."
30:33+11s"I mean, we knew that we would do that. They you wouldn't"
30:35+12s"there's no there's no scenario where we would have Chinese robots walking around."
30:41+13s"But it's good to confirm that. And so that's another thing to add to the"
30:46+12s"positive nature of this stock, maybe."
30:52+14s"I'll probably post that a little bit later today."
30:57+11s"That idea"
30:59+14s"Alright. It's so slow. We're gonna head off here 01:34."
31:04+12s"Keep in mind, this needs a whole three eighty in my view."
31:07+10s"It might fail right here, but"
31:09+16s"he might get a recovery of the 20 moving average at three fifty seven and then a ramp back up."
31:17+12s"The whole price would be around 5 right now. So"
31:20+12s"we'll see how it's around 03:00 in the afternoon."
31:23+11s"Yeah. We'll be here."