HeyJaredTony Zhang
- Indexed articles, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 8, 2026
Latest articles
Applied Materials just broke out above a key level. This bullish options trade takes advantage (opens the original)
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The AI trade ran into a new kind of worry this month from inside the industry. The heads of the three leading artificial intelligence labs called for slowing down how fast AI models improve, and chipmakers took the hit. They sell against capacity that hasn't been built yet, so any signs of slower AI spending has landed on chip makers first. Applied Materials was already down more than 40% from its July highs when the news landed. The problem with that selloff is that nothing in the company's act
Salesforce is set to rebound after a recent pullback. How trader Tony Zhang is playing the bounce (opens the original)
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Salesforce just posted one of the best quarters, revenue and profit both grew at their fastest pace in years. The company's new AI agents are scaling even faster than that. The stock gapped higher on that news, then kept climbing into the company's biggest investor event of the year. However, a global outage hit at the worse time as management was on stage pitching their AI story during the annual Dreamforce conference. Additionally, OpenAI's new AI model reignited fears that software companies
The Fed is expected to raise rates. There's a bearish trade to be made on this homebuilder (opens the original)
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Interest rates across the entire curve just broke out to levels we have not seen since 2007. The 10-year Treasury yield pushed above 5% this week, a level last touched before the Great Financial crisis. That kind of move doesn't stay contained to the bond market. It flows straight through to mortgage rates, and mortgage rates are the single biggest lever putting pressure on home builders such as D.R. Horton . The stock broke a key support level last month, bounced, and has now rallied right bac
Zoom Communications just gave investors a gift after a recent pullback, says Tony Zhang (opens the original)
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Zoom just gave investors a gift by pulling back to the level that was to be its summer breakout level. The stock spent March through July fighting resistance at $95. It broke through in late July and hasn't traded back below that level since. A broader market and software industry pullback has now pushed the stock back down to test that old resistance as new support. Underneath the stock price, the business itself has quietly become one of the most profitable, best-capitalized names in software.
Time to start fading Caterpillar stock, says trader Tony Zhang (opens the original)
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Caterpillar spent the better part of the last year as one of the best stories in industrials, nearly doubling on the back of a data center power boom that turned its backlog into a record. That story is now getting a second look as shares have fallen nearly 30% from their summer high. The stock just broke below the psychologically important $800 level. One of Wall Street's own analysts has walked back the very AI power narrative that drove the rally in the first place. Industrials as a sector ha
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