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This page analyzes public posts from @StockMarketNerd. StockMarketNerd does not endorse, sponsor, or have any relationship with this platform. Picks are AI-extracted from publicly available posts and may contain errors. Not financial advice.
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StockMarketNerd

Fundamental Growth · Earnings Deep-Dives

Growth @StockMarketNerd · Months–Years Updated 2026-08-31
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New today +3 new picks ZS, MDB, SNOW 8 promoted to setting up PANW, RBRK, SOFI… 1 fell out SE

Posting activity — last 90 days @StockMarketNerd

90d ago 62 unique tickers · 1172 mentions today

Analysis complete

✓
5 steps completed · picks ready

Tracked Trades last 10d

+1.5%
open avg gain · last 10d
12 tracked · 10 open · 2 closed · best CRWD +0.8% · 50% win rate
10 open positions
AXON 2026-08-31 watch $600.73 —
META 2026-08-31 entry $578.02 -1.2% since entry
NU 2026-08-31 entry $14.35 +1.2% since entry
SOFI 2026-08-31 watch $18.06 —
RBRK 2026-08-31 entry $93.05 -1.4% since entry
APP 2026-08-27 · 4d entry $312.00 +1.1% since entry
NOW 2026-08-27 · 4d entry $130.74 +17.7% since entry
PANW 2026-08-24 · 4d entry $357.87 +6.3% since entry
NVDA 2026-08-24 · 7d entry $214.72 +1.5% since entry
GOOGL 2026-05-22 · 101d entry $387.66 -12.8% since entry
Last 10 winning trades
CRWD 2026-08-21 → 2026-08-21 (0d) target +0.8% 0.1R
2 closed in last 10d · best CRWD +0.8%
View full history →

StockMarketNerd's AI synthesis

Earnings-driven growth picks from Brad Freeman's data-heavy deep-dives — revenue acceleration, margin expansion, sustainable growth held through earnings cycles.

Setting Up Now (11 stocks)

NVDA 30 mentions · Avg confidence 85%
Setting Up
📧 Entry · stop · target in your free daily email
GOOGL 5 mentions · Avg confidence 87%
Setting Up
📧 Entry · stop · target in your free daily email
AMZN 4 mentions · Avg confidence 85%
Setting Up
📧 Entry · stop · target in your free daily email
PANW 4 mentions · Avg confidence 86%
Setting Up
📧 Entry · stop · target in your free daily email
RBRK 4 mentions · Avg confidence 85%
Setting Up
📧 Entry · stop · target in your free daily email
SOFI 7 mentions · Avg confidence 94%
Setting Up
📧 Entry · stop · target in your free daily email
+ 5 more in your free daily email ↓

On the Radar

MU 4 mentions
Watch
📧 Entry · stop · target in your free daily email

Today's Market Read

$QQQ Price Action
WeeklyUPTREND ABOVE RISING 10wma
DailyUPTREND ABOVE RISING 21dma
0.12×ATR — Buy Zone
Breadth — $QQQ MCSI / MCO
MCSI 107 — BELOW 10dma · MCO -13.7 — NEUTRAL

2/3 internals risk-on — be selective

Last 10 days · 12 fires →

Gameplan

Buy post-earnings strength in names with accelerating fundamentals; let the next quarter prove or break the thesis.

Do
  • ✓Scan @StockMarketNerd for earnings beats, guidance raises, and margin surprises; weight by repetition.
  • ✓Confirm with the numbers: revenue growth trend, gross margin direction, FCF inflection.
  • ✓Enter on a post-earnings setup that holds the gap level; pyramid into strength toward the next print.
Avoid
  • ✕Buying names already priced for perfection — multiple compression risk is the killer.
  • ✕Holding through a confirmed earnings miss or decelerating revenue growth.
  • ✕Overtrading earnings — entry timing matters less than earnings quality.
Strategy Fit
Earnings catalysts — Direct fit — power_earnings_gap, earnings_catalyst, gap_and_go, san_ku capture the post-print move.
Bull trend continuation — Healthy-trend tape rewards holding earnings winners via golden_cross, sma_trend, macd_trend.
Accumulation patterns — Pre-earnings bases (base_and_break, vcp_patterns, qullamaggie_breakout) set up the next move.

📋 All tracked tickers — last 90 days (62) from @StockMarketNerd

Ticker Mentions First picked Last picked Setup
NVDA 30 2026-06-03 2026-08-27 Now
GOOGL 5 2026-06-02 2026-06-24 Now
AMZN 4 2026-06-08 2026-08-24 Now
PANW 4 2026-06-02 2026-08-30 Now
RBRK 4 2026-06-02 2026-08-28 Now
SOFI 7 2026-06-15 2026-08-25 Now
CRWD 7 2026-06-02 2026-08-27 Now
NU 12 2026-06-04 2026-08-14 Now
META 9 2026-06-03 2026-08-26 Now
AXON 3 2026-06-06 2026-08-17 Now
APP 8 2026-08-11 2026-08-21 Now
MU 4 2026-06-17 2026-06-24 Watch
PLTR 5 2026-06-08 2026-08-10 Watch
NOW 4 2026-06-11 2026-06-23 Watch
CRM 5 2026-06-11 2026-08-27 Watch
SE 3 2026-06-03 2026-08-24 Extended
ETF 2 2026-08-25 2026-08-25 Extended
LMND 2 2026-06-10 2026-07-06 Extended
MRVL 2 2026-06-03 2026-06-17 Extended
SHOP 2 2026-06-03 2026-08-11 Extended
SNDK 2 2026-06-17 2026-06-23 Extended
HIMS 2 2026-08-10 2026-08-11 Extended
ZS 2 2026-08-28 2026-08-30 Extended
MELI 1 2026-08-24 2026-08-24 Extended
MRNA 1 2026-08-19 2026-08-19 Extended

Status reflects today's technical setup vs the investor's pick. Pro unlocks per-pick reasoning, RSI/MA values, strategy signals, and entry levels.

Playbook config
StyleGrowth
HorizonMonths–Years
Source@StockMarketNerd
Stock picks shown are AI-extracted from public posts by @StockMarketNerd. Accuracy is not guaranteed. StockMarketNerd has no knowledge of or affiliation with this service. Past mentions are not recommendations. Always do your own due diligence before investing.

About this playbook

StockMarketNerd focuses on companies that consistently beat earnings estimates and raise guidance — the compounding effect of repeated positive surprises. Revenue beats, margin expansion, and guidance raises are the core signals. He analyzes quarterly results in depth and tracks which companies systematically outperform Wall Street's expectations over multiple quarters.

What to look for: Revenue beat + guidance raise + margin expansion + management raising annual outlook + stock in favorable sector trend.
Origin: StockMarketNerd (@StockMarketNerd), earnings-focused growth investor