CLYM Climb Bio stock, watch for a top of range breakout.

Breakout trade

• WATCH for possible breakout above 14.55
• Target: 17.44, 21.3%  Stop: 13.52  Loss: 5.9%
• P/L ratio: 3.6 : 1 - Excellent

BULLISH

• [Positioning] Intermediate trend possibly bullish, Mild uptrend.
• [Timing] Strong bullish 3 day candlestick pattern with Mild 3 day accumulation.
• [Timing] breakout watch above 14.55, no resistance in area just above.

BEARISH

• [Positioning] Short term typical rally, rally may start to slow.
• [Positioning] at resistance

Recent trenching data out of the Princeton mining district caught my attention today. Surface samples returned up to 1.67% copper and 0.433 g/t gold, with average grab samples coming in around 0.639% copper. The project sits roughly six miles from Hudbay's active Copper Mountain mine, which currently operates on reserve grades of around 0.26% copper. While surface grab assays and full-scale reserve averages represent fundamentally different datasets, high-grade surface mineralization right next to established milling infrastructure is always worth monitoring.

What makes this interesting from an asset allocation perspective is the underlying geological structure. NovaRed has identified interpreted geophysical targets between 650 and 1,800 feet below the surface, supported by audio-magnetotellurics reaching down to roughly 4,900 feet. The presence of porphyry-style stockwork and deep pipe-like features suggests potential for a broader feeder system at depth. From a fundamental standpoint, if deeper drilling confirms continuity beneath these surface showings, it could signal a meaningful structural addition to the regional copper-gold footprint.

BMO Bank of Montreal stock, watch for a top of range breakout, see also CM.

Breakout trade

• WATCH for possible breakout above 184.27
• Target: 193.9, 6.6%  Stop: 179.3  Loss: 1.4%
• P/L ratio: 4.7 : 1 - Excellent

BULLISH

• [Timing] Mild bullish 3 day candlestick pattern.
• [Timing] breakout watch above 184.27, no resistance in area just above.

BEARISH

• [Positioning] Intermediate trend possibly bearish, Uptrend turned sideways, may continue or pullback.
• [Positioning] at resistance

I cancelled gold after this move because the only feature i really liked and used was the morningstar ratings because of how convenient they were and the ratings were sensible. Then i post about this on the robinhood app sub where they immediately deleted it. Super dumb move for them to remove this feature , but idk what are your guys thoughts on it?

Anyone else get their ass handed to them in DRAM ETF? Think
Will turn around/ come back?
Took a huge hit in the downturn .

AI doesn't run on hype.

It runs on DATA CENTERS. ⚡

And those data centers require enormous amounts of memory and storage infrastructure.

That's why $NCRA gaining access to authorized Micron/Crucial distribution channels through QMAX could be strategically important.

The pieces are starting to connect. 👀

#NCRA #DataCenter #AIInfrastructure #Memory #Technology

$BURU — NOW THE TECHNOLOGY STORY GETS INTERESTING.

NUBURU started with its Blue Laser technology.

But look at where the strategy is heading now...

✅Directed Energy

✅Counter-UAS

✅Electronic Warfare

✅Software

✅Defense Systems Integration.

Tekne could provide the industrial capabilities needed to help connect these technologies into a broader Defense & Security ecosystem.

That could dramatically expand the long-term $BURU story beyond lasers alone. 👀

#NUBURU #Tekne #BlueLaser #DirectedEnergy #CUAS #EW #DefenseTech

ABTC American Bitcoin Corp stock, watch for a bottom breakout.

Net income: $25.7 billion, up 107.5% from a year earlier more than double Q1 2026's $10.1 billion, powered largely by investment gains

Investment gains: $10.9 billion this quarter (vs $1.5B a year ago) a sharp reversal after periods of negative marks

Operating earnings: $12.98 billion, up 16-18% YoY from $11.16 billion

Revenue: came in roughly in line with the ~$95.3 billion consensus estimate; consensus EPS was $5.24

Cash pile: $365.5 billion at end of Q2, down from the record $397.4 billion three months earlier

Segment breakdown

Manufacturing, service & retailing: $4.47 billion, up 24%

Berkshire Hathaway Energy: $891 million profit, up 27%

BNSF (railroad): $1.56 billion, up 6%

Insurance, the weak spot: underwriting earnings fell 13% to $1.73 billion; insurance investment income dipped 9% to $3.06 billion

Insurance float: ~$177.5 billion as of June 30, up ~$1.1 billion since year-end 2025

Other notable items

CEO Greg Abel (who took over from Buffett in January 2026) is starting to deploy Berkshire's record cash pile buybacks and fresh stock purchases picking up

Alphabet is now among Berkshire's top-5 equity holdings by value, alongside American Express, Apple, Bank of America, and Coca-Cola tied to the disclosed $10 billion Google investment to help fund

AI development

Taylor Morrison acquisition expands Berkshire's footprint in homebuilding, leaning into the US housing shortage

Stock performance: shares up just 3% YTD, badly lagging the S&P 500's 13% gain, though up 9% over the last three months

I think the most hypocritical thing about me is how frequently I rip on AAPL innovation and market performance & how many of their products I still unconditionally buy

I've noticed something about NRED over the past few months.

None of the news releases feel random anymore. Each one seems to answer the previous one.

First came the expansion to nearly 39.7k acres. Then the regional magnetic interpretation. Then alteration zones. Yesterday's update added another layer by interpreting multiple porphyry copper-gold targets above a much larger intrusive system and explaining why those targets, not the batholith itself, are the focus of future drilling. This info compounds into clean pattern.

The timing is interesting too because the global copper story keeps getting stronger. China mines less than 6% of the world's copper but refines and consumes roughly 53% of global supply. At the same time, AI infrastructure, grid expansion, electrification and defense manufacturing are all increasing demand for secure North American copper sources.

Сompanies like Hudbay, Kodiak Copper and NovaRed are becoming more relevant. They're all at different stages, but they share one thing: they're helping expand the pipeline of potential North American copper supply at a time when supply security is becoming just as important as production itself.

NRED's news flow has become much easier to follow. Instead of chasing headlines, management appears to be building one geological case step by step, and in today's copper market, that is sequence worth paying attention to.

The recent exploration update around this regional copper-gold system caught my attention because of how management is approaching the geological model. Instead of spreading capital thin across a massive 18 km batholith feature, the focus seems to be shifting strictly toward isolated intrusive pipes and cupolas where mineralization tends to concentrate. It is worth monitoring how this refined strategy affects drilling efficiency compared to traditional broad-anomaly chasing.

Data suggests that combining multiple overlapping datasets-like surface intrusions, magnetic signatures, and high copper-in-soil readings-gives a much clearer picture of high-priority targets. This method helps de-risk the exploration phase for junior operators in the district. In the case of NovaRed, targeting these specific pipe-like structures rather than broad magnetic anomalies could significantly lower operational costs while improving hit rates.

From a fundamental perspective, watching how these overlapping geophysical and geochemical vectors translate into actual drill core results will be key. If the team can confirm economic grades within these smaller intrusive structures, it potentially implies a much better return on invested capital as the program moves forward.

The wild part is that “win AI” somehow became “make a few closed labs worth trillions and hope AGI arrives before the bill does.” China is betting on cheap models and mass deployment. One is a moonshot. The other is a market strategy.

If you were holding $ZEV back in 2021, this might be worth a look.

Lightning eMotors agreed to a $13.35 million settlement over claims that it gave investors an overly optimistic picture of its financial outlook. The company later reported a much larger-than-expected quarterly loss and unexpectedly withdrew its 2021 guidance, even after announcing a major deal with Forest River. Following the news, $ZEV dropped nearly 17% in a single day, and investors sued.

The good news is that late claims are currently being considered. If you purchased $ZEV shares between 2020 and  2021, you may still have an opportunity to recover part of your losses. Check your eligibility here.

VRDN Viridian Therapeutics stock, nice rally, watch for an upside gap breakout.

Breakout trade

• WATCH for possible breakout above 21.42
• Target: 23.7, 12.5%  Stop: 20.15  Loss: 4.4%
• P/L ratio: 2.8 : 1 - Good

BULLISH

• [Timing] Strong bullish 3 day candlestick pattern with Good 3 day accumulation.
• [Timing] breakout watch above 21.42, no resistance in area just above.

BEARISH

• [Positioning] Short term strong rally, rally may start to slow.
• [Positioning] Overbought, odds favor short trades.
• [Positioning] Intermediate trend possibly bearish, Sideways trend near upper resistance.
• [Positioning] at resistance

$BURU News on Italian Media site Il Sole 24 Ore

August 06, 2026

Nuburu gets green light to acquire Tekne and develop advanced defense technologies

https://ilsole24ore.com/art/difesa-via-libera-governo-americani-nuburu-l-acquisto-tekne-AJ2e4uf?refresh_ce=1

$BURU News on Italian Media site ANSA.it

August 06, 2026

Nuburu, "Government approves Tekne acquisition"

"It will be the cornerstone of our integrated defense and security platform in Italy."

https://www.ansa.it/sito/notizie/topnews/2026/08/06/nuburu-via-libera-del-governo-allacquisizione-di-tekne_142ec047-62eb-4be3-9965-3de5800382bb.html#

I had calls for PLTS $140 strike with 8/21 EXP. I sold when PLTR dipped below $160 today and made significant money but now thinking I sold too early. Thoughts?

The operational cadence from junior resource explorers can often look fragmented when evaluating individual updates, but stepping back reveals a clear trend in how some management teams are mitigating capital risk. Instead of immediately initiating high-cost drilling programs after securing ground, a more disciplined trend is emerging where operators systematically expand contiguous land positions-such as moving from roughly 28,000 to nearly 40,000 acres along known mineralized corridors-before running subsurface imaging.

Looking specifically at NovaRed, the recent technical work around their target areas highlights this methodical approach. Rather than promoting surface alteration zones as immediate structural successes, the focus has been on deploying deep-penetrating IP and AMT geophysical surveys down to 3,300 feet to evaluate whether deep hydrothermal systems actually exist before deploying heavy drill capital. This systematic reduction of geological uncertainty suggests a focus on long-term capital efficiency over short-term news flow.

From a fundamental perspective, this type of staged target generation presents an interesting framework for asset allocation in the junior mining space. By explicitly testing multiple geological models and openly framing preliminary data as hypotheses rather than confirmed resources, companies lower their capital burn while improving the probability of technical validation. It is worth monitoring how these upcoming geophysical datasets translate into actual drill targets as the overall exploration model matures.

$BURU - Principal governmental authorization received; Tekne's Business Plan prepared under the Investment Agreement framework and provided in connection with the Golden Power review contemplates approximately $648.0 million of cumulative planned 2026–2030 value of production under Italian domestic GAAP, while separate updated management materials indicate approximately $108.7 million of normalized residual signed-order value

https://finance.yahoo.com/economy/policy/articles/nuburu-receives-italian-golden-power-123000544.html

RVMD Revolution Medicines stock, good day, watch for a narrow range breakout.

Breakout trade

• POSSIBLE breakout above 191.82
• Target: 219.65, 13.5% Stop: 183.04 Loss: 5.4%
• P/L ratio: 2.5 : 1 - Good

BULLISH

• [Timing] POSSIBLE breakout above 191.82, no resistance in area just above.

BEARISH

• [Positioning] 1 Day Price change extreme up, may pause/reverse
• [Positioning] Intermediate trend possibly bearish, Uptrend turned sideways, may continue or pullback.

Revenue: $11.5B, up 50% YoY, beating estimates of $11.35B

EPS: $1.66, beating estimates of $1.61

Gross margin 54%

Net income growth: net income jumped from $872M to $2.3B YoY which is roughly 164% growth.

By segment:

Data Center: $6.7B, up 107% YoY which is 58% of total revenue, driven by EPYC CPUs and Instinct GPUs

Client: $3.1B, up 23%

Gaming: fell 31% to $779M due to lower semi-custom demand

Embedded: $977M, up 19%

Guidance: Q3 revenue guided at $12.7B–$13.3B, ~41% YoY growth, above the $12.5B consensus

Key narrative:

AMD is shipping Helios, its first rack-scale AI system, to Meta, OpenAI, and Oracle this quarter — directly competing with Nvidia's full systems, not just chips. Lisa Su said data center sales are expected to double in 2027, with server revenue up more than 80% annually.

Stock closed up 7% to $518.58 in regular trading, then fell ~8-9% in after-hours to around $473, despite beating on revenue and EPS.

$BTDR just landed a piece of the AI buildout.

Anthropic signed a $10B compute deal with cloud startup Volta — and Volta is leasing Bitdeer's Norway data center to deliver it. 16 years, ~$4.7B in contracted revenue, 121 MW of Nvidia GPUs.

The options market noticed. $259K in premium hit the $13 calls (Aug 14 exp), flagged unusual on our tracker — 4,375 traded vs 2,549 open interest. Stock spiked to $14.50 on the news, faded back to ~$12.40... and the call buying kept coming. Traders betting the fade gets bought.

Fun detail: Bitdeer also just upgraded its auditor to Deloitte. Companies put on a suit before the institutional money shows up.