Episode Details

"If you're going to be speculating on earnings reports, stick with real economy stocks. We're not there yet. [There's been] no capitulation. We're both overbought _and_ oversold in a lot of names. It's been orderly. It hasn't been panicky. MU, SNDK sell off hasn't been panicky. [The downside in hardware is] not over yet." Triple D in the STN Think Tank Wednesday afternoon. Very well said.

Highlights from the earnings parade overnight include: Qualcomm (QCOM), Fastly (FSLY), Arm (ARM), Coherent (COHR), AppLovin (APP), Unity Software (U) and Oscar Health (OSCR).

The guys will also preview a potentially-important jobs report on Friday at 8:30 a.m. EST.

Two special guests on Thursday's episode:

- JR Romero, our boy from T3 Trading and

- Frank Cappelleri, founder and President of CappThesis

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Disclaimer: the views, thoughts, and opinions expressed in this content are not investment advice and are for informational purposes only.