Hello, I’m top trader JinLog.
In the video I deliver a talk-show–style walkthrough; the full written report is on the blog.
Don’t chase every headline. VPAR rhythm trading times the bigger flow, then reacts only to high-impact news around “Mac Points” (key supports). Blending sector/stock views with real-time index monitoring helps pursue returns while keeping risk in check.
Summary
SOUN is oscillating inside a 10–13 box after defending the Swing Mac Point at $10 below the midterm supply band.
If the stock bases inside the midterm zone through Sep–Oct, odds improve for a box-top breakout → swing expansion.
Reference levels: Price $12.27, ST target $14, Swing target $17, Midterm target ~prior high $24.98.
Investment Opinion
Short-Term: Buy pullbacks near $10.76; scale out toward $14, then reassess rhythm.
Swing: Accumulate on clean $10 retests; take partials into $17, let runners trail.
Midterm: Core tranches around $7.5 (also the Mid Mac Point). Add after a midterm trap clear and a credible push toward $24.98+.
Chart Explanation
Price sits at $12.27, carving a box around 10–13 with Mac Points: Swing $10 / Mid $7.5.
ST line: merges around 11–12.5, watching for a fresh topside attempt.
Swing line: strengthens if $10 is defended again.
Mid line: $7.5–8.2 is the core demand lane.
Key sellers: $13.8–14.2 (ST), $16.8–17.3 (Swing), $23.8–25 (Mid).
Rhythm Analysis
Short-Term — Trend: merge/form | Rhythm: rising/hold | Flow: expanding/hold → energy rebuilding for a box-top probe.
Swing — Trend: merge/form | Rhythm: falling/turn | Flow: building → expect a higher-low setup near $10.
Midterm — Trend: merge/form | Rhythm: falling/turn | Flow: expanding/hold → base first, then rotate to development.
Financial Flow
2Q25 revenue ~$42.7M (+>200% YoY) with non-GAAP GM ~58%; GAAP loss widened on non-cash items.
FY25 revenue outlook ~$160–178M (raised).
Backlog ~$1.2B (subscription + bookings) slated to convert over multiple years.
Liquidity strong (cash ~$230M, no debt); monitor cash burn and backlog-to-revenue conversion speed.
News / Risk / Event
• Restaurants: Strategic tie-up with a global QSR systems vendor (drive-thru automation; overseas channels).
• Auto: Rolling out chat-AI voice assistants across North American brands; in-car voice commerce pilots live (parking, coffee, food).
• Enterprise/Healthcare: Renewals and upsells with large FIs; healthcare adds (e.g., Allina Health).
• Sector Overhangs: Early-year selling by a large shareholder weighed on sentiment; AI tape beta remains high.
• Catalysts: Confirmation of Sep–Oct midterm base, new large logos, and licensing headlines.
Strategy Scenario
Short-Term (ST)
• Entry: $10.76 retest + candle reversal + volume kick
• Exit: $14 (1st), $14.8 (2nd) partials
• Conditions: Trap ≥ 2/3 cleared + rhythm expansion + AI sector breadth risk-on
Swing
• Entry: $10.0 ±0.3 staggered bids; if lost on a close, stand down and wait for re-setup
• Target: $17
• Risk: Two consecutive closes < $9.6 → reset
• Conditions: rhythm down → back-up, flow re-expansion
Midterm
• Entry: $7.5 core, add $8.8–9.2 on strength
• Target: post-trap, run toward $24.98+
• Management: Two closes < $8.1 → trim; reclaim $10.7 → re-add
• Conditions: merge → development shift + backlog conversion evidence
Elliott Wave Analysis
ST: Wave 3 attempt toward the box top; confidence jumps if “Trap 2/3 + rhythm flare” align.
Swing: Wave 4 finishing → early Wave 5 possible with a higher low at ~$10.
Midterm: Wave 2 merge/form staging the next Wave 3 thrust pending a Sep–Oct base.
Community Flow
• Builder/investor forums share POC anecdotes from restaurant/auto deployments and real-world response quality.
• Trading rooms split: “Hold $10 → test $17” vs “macro wobble → revisit $7.5.”
Outlook & Risk Summary
The base is thickening (10 / 7.5) while near-term catalysts are approaching.
Watch items: GAAP losses, conversion pace from backlog, and macro/AI-beta swings.
If Sep–Oct midterm anchoring is confirmed, roadmap skews to box breakout → swing expansion → midterm trend turn.
Deep Report
• Channel-wise ARPU/margin models (restaurant vs auto vs enterprise)
• Backlog-to-revenue timing and cash-flow sensitivity (three scenarios)
• In-car voice-commerce TAM and OEM monetization blueprints
• Box-breakout success/failure risk-reward matrix and playbook
Brand Notice
This report uses the VPAR rhythm methodology, combining chart rhythms with funds-flow patterns to surface optimal entries. All decisions are solely the investor’s responsibility.
SoundHound #SOUN #VoiceAI #ConversationalAI #InCarVoice #RestaurantAI #VPAR #RhythmTrading #SwingStrategy #BoxBreakout #FlowExpansion #AlgorithmTrend #RiskManagement #Backlog #AIAdoption
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