MarketPlays
@marketplays.com
You call the theme, we build the basket. MarketPlays turns a theme like AI or clean energy into the companies behind it, part from what major ETFs hold, part from what real investors hold, at a ratio you set. Connect one of 9 brokers. Free to start.
Pinned
MarketPlays
@marketplays.com
· Jul 29
You saw the AI wave coming. Most portfolios never caught it. MarketPlays turns themes you believe in, like AI or space, into a basket of real companies, blended from ETF holdings and what real investors actually hold. You set the mix and approve every trade. Free to start: marketplays.com
10-year yield still hanging around 5.13-5.14% this morning, highest since 2007. Stock futures are down, Nasdaq futures taking the bigger hit. Strong PMI data and Fed comments have people pricing another hike. Higher rates just make it harder for stocks to keep running. #$SPY #$QQQ #$TLT
September 24, 2026 at 3:21 PM
#$CBRL jumped after a huge Q4 beat. Adjusted EPS 99 cents vs a tiny estimate. Sales $849M, a bit better than expected even though restaurant comps were still down about 2%. They guided FY27 revenue $3.33B–$3.40B and said no new stores. Ugly brand year, clean quarter.
September 23, 2026 at 4:09 PM
#$CBRL jumped after a huge Q4 beat. Adjusted EPS 99 cents vs a tiny estimate. Sales $849M, a bit better than expected even though restaurant comps were still down about 2%. They guided FY27 revenue $3.33B–$3.40B and said no new stores. Ugly brand year, clean quarter.
Futures barely moving after Nasdaq hit a record close yesterday. Meta's Muse app topping the App Store, AMD crossing $1T, and Intel ripping 12% did the heavy lifting. Today is “hold the gains or fade the pop” until we hear something new from the UN or China talks. #$SPY #$QQQ #$META #$AMD #$INTC
September 22, 2026 at 2:27 PM
#$NFLX fell about 5% after Wells Fargo cut it to Underweight and dropped the target to $57 from $80. The note says daily viewing is down to about 1.6 hours per subscriber. Most of the Street is still more constructive. One shop is just a lot more worried about engagement.
September 19, 2026 at 9:49 AM
#$NFLX fell about 5% after Wells Fargo cut it to Underweight and dropped the target to $57 from $80. The note says daily viewing is down to about 1.6 hours per subscriber. Most of the Street is still more constructive. One shop is just a lot more worried about engagement.
#$ADBE dropped about 3.5% premarket even after beating Q3. Revenue and EPS were fine. The Q4 revenue guide just came in a little light at the midpoint and that was enough.
September 11, 2026 at 3:03 PM
#$ADBE dropped about 3.5% premarket even after beating Q3. Revenue and EPS were fine. The Q4 revenue guide just came in a little light at the midpoint and that was enough.
POV: Someone asks you how you pick your stocks. 👀
You don’t.
You pick THEMES. 😮💨😂
AI. Cybersecurity. Energy. Healthcare. Infrastructure. Whatever trend you believe in, build your basket around the theme instead of trying to guess the single stock that will win.
#Investing #StockMarket #Stocks
You don’t.
You pick THEMES. 😮💨😂
AI. Cybersecurity. Energy. Healthcare. Infrastructure. Whatever trend you believe in, build your basket around the theme instead of trying to guess the single stock that will win.
#Investing #StockMarket #Stocks
September 7, 2026 at 8:42 AM
POV: Someone asks you how you pick your stocks. 👀
You don’t.
You pick THEMES. 😮💨😂
AI. Cybersecurity. Energy. Healthcare. Infrastructure. Whatever trend you believe in, build your basket around the theme instead of trying to guess the single stock that will win.
#Investing #StockMarket #Stocks
You don’t.
You pick THEMES. 😮💨😂
AI. Cybersecurity. Energy. Healthcare. Infrastructure. Whatever trend you believe in, build your basket around the theme instead of trying to guess the single stock that will win.
#Investing #StockMarket #Stocks
#$LULU is getting wrecked, down about 18% after cutting full-year sales and profit guidance for the second time. Americas sales fell 8%, comps dropped 9%. New CEO Heidi O’Neill starts Monday with a demand problem, not just a branding one.
September 4, 2026 at 4:36 PM
#$LULU is getting wrecked, down about 18% after cutting full-year sales and profit guidance for the second time. Americas sales fell 8%, comps dropped 9%. New CEO Heidi O’Neill starts Monday with a demand problem, not just a branding one.
Reposted by MarketPlays
#$ADBE is down about 3% after naming Anil Chakravarthy CEO effective Dec. 1. Narayen moves to executive chair, and creativity-unit boss David Wadhwani is leaving. Investors already think AI is eating Creative Cloud. A messy handoff doesn’t help.
September 4, 2026 at 12:54 PM
#$ADBE is down about 3% after naming Anil Chakravarthy CEO effective Dec. 1. Narayen moves to executive chair, and creativity-unit boss David Wadhwani is leaving. Investors already think AI is eating Creative Cloud. A messy handoff doesn’t help.
Reposted by MarketPlays
#$DELL just printed $47B in revenue, up 58%, with a $95B AI server backlog. They raised FY revenue guidance to $192B. Stock ripped after the print while the rest of tech is stuck fighting higher yields. This is the AI capex story still working.
September 3, 2026 at 2:28 PM
#$DELL just printed $47B in revenue, up 58%, with a $95B AI server backlog. They raised FY revenue guidance to $192B. Stock ripped after the print while the rest of tech is stuck fighting higher yields. This is the AI capex story still working.
#$ADBE is down about 3% after naming Anil Chakravarthy CEO effective Dec. 1. Narayen moves to executive chair, and creativity-unit boss David Wadhwani is leaving. Investors already think AI is eating Creative Cloud. A messy handoff doesn’t help.
September 4, 2026 at 12:54 PM
#$ADBE is down about 3% after naming Anil Chakravarthy CEO effective Dec. 1. Narayen moves to executive chair, and creativity-unit boss David Wadhwani is leaving. Investors already think AI is eating Creative Cloud. A messy handoff doesn’t help.
#$DELL just printed $47B in revenue, up 58%, with a $95B AI server backlog. They raised FY revenue guidance to $192B. Stock ripped after the print while the rest of tech is stuck fighting higher yields. This is the AI capex story still working.
September 3, 2026 at 2:28 PM
#$DELL just printed $47B in revenue, up 58%, with a $95B AI server backlog. They raised FY revenue guidance to $192B. Stock ripped after the print while the rest of tech is stuck fighting higher yields. This is the AI capex story still working.
What if the question isn’t:
“Which stock is going to win?”
What if it’s:
“What’s the idea I believe in and which companies give me exposure to it?”
That’s a very different way to think about investing.
#$TGT #$QQQ #$BABA #$TJX #$MRNA #$NVDA #$H #$G #stockinvesting #stockmarketnews #financeapps
“Which stock is going to win?”
What if it’s:
“What’s the idea I believe in and which companies give me exposure to it?”
That’s a very different way to think about investing.
#$TGT #$QQQ #$BABA #$TJX #$MRNA #$NVDA #$H #$G #stockinvesting #stockmarketnews #financeapps
August 20, 2026 at 11:40 AM
What if the question isn’t:
“Which stock is going to win?”
What if it’s:
“What’s the idea I believe in and which companies give me exposure to it?”
That’s a very different way to think about investing.
#$TGT #$QQQ #$BABA #$TJX #$MRNA #$NVDA #$H #$G #stockinvesting #stockmarketnews #financeapps
“Which stock is going to win?”
What if it’s:
“What’s the idea I believe in and which companies give me exposure to it?”
That’s a very different way to think about investing.
#$TGT #$QQQ #$BABA #$TJX #$MRNA #$NVDA #$H #$G #stockinvesting #stockmarketnews #financeapps
#$MRNA is giving back some of that monster 177% move from the cancer vaccine trial news. Down around 10-12% premarket after closing at $174. Still a huge move in two days, but the easy money looks taken for now.
August 20, 2026 at 11:17 AM
#$MRNA is giving back some of that monster 177% move from the cancer vaccine trial news. Down around 10-12% premarket after closing at $174. Still a huge move in two days, but the easy money looks taken for now.
#$NVDA ticking up ~0.6% after reports it cut the proposed financial guarantee for OpenAI’s massive Ohio data center from ~$250B talk to under $120B for the first phase. Eases some circular-financing concerns that had weighed on the AI complex.
August 17, 2026 at 1:21 PM
#$NVDA ticking up ~0.6% after reports it cut the proposed financial guarantee for OpenAI’s massive Ohio data center from ~$250B talk to under $120B for the first phase. Eases some circular-financing concerns that had weighed on the AI complex.
The hardest part of investing in a big trend isn’t spotting the trend.
It’s knowing which company will actually win.
AI is a perfect example. Chips, cloud, software, data centers, cybersecurity; the story is bigger than any one ticker.
It’s knowing which company will actually win.
AI is a perfect example. Chips, cloud, software, data centers, cybersecurity; the story is bigger than any one ticker.
August 14, 2026 at 11:49 AM
The hardest part of investing in a big trend isn’t spotting the trend.
It’s knowing which company will actually win.
AI is a perfect example. Chips, cloud, software, data centers, cybersecurity; the story is bigger than any one ticker.
It’s knowing which company will actually win.
AI is a perfect example. Chips, cloud, software, data centers, cybersecurity; the story is bigger than any one ticker.
#$CSCO getting crushed today, down ~8%, even after beating on revenue and EPS and booking $4B in AI infrastructure orders last quarter. Traders are focusing on compressed margins and a price hike. Strong numbers, ugly reaction.
August 13, 2026 at 3:31 PM
#$CSCO getting crushed today, down ~8%, even after beating on revenue and EPS and booking $4B in AI infrastructure orders last quarter. Traders are focusing on compressed margins and a price hike. Strong numbers, ugly reaction.