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📆 Notable Earnings Week: Nov 9–13, 2026.
🔥 The AI trade gets graded Thursday night
Chips are 30% off highs. This week says buy window or warning.
The breakdown 👇
$CSCO Thu after close
•EPS/Rev est: $1.32 / $18.1B
•Watch: AI orders ($4B last qtr)
•Setup: MS cut to EW, PT $120
Supporting cast:
• $CEG Mon BMO: est $3.88 EPS, AI power demand.
• $TTWO Mon AMC: last print before GTA VI.
• $CRWV Tue AMC: AI cloud capex vs. financing.
• $NBIS Wed BMO: rev est $905M vs $146M yr ago.
• $CBRS Wed AMC: rev est $215M, 3rd print as public.
• $AMAT Thu AMC: est $4.06 EPS on $10.3B rev.
Macro: Oct CPI Tue, PPI Fri. Hot inflation + soft guides = trouble.
I Long $CEG $NBIS $CBRS | NFA |
🔁 I called $BE my #1 buy on Nov 4, 2025.
I bought. I sold the top. Last week's selloff gave me a second shot.
The breakdown 👇
•Buy: $131 after the Nov 4 call.
•Sell: $277 near the top (+111%).
•Re buy: $166 on last week's AI selloff, 40% below my exit.
•Thesis: AI needs power faster than the grid can deliver it.
Buy the thesis. Sell the hype. Buy it back when the market panics.
Round 2: does $BE double again, or was once enough?
💼 I Long $BE | NFA
🚨 Energy Scoop: Nov 4, 2025 📉⚡
Sector down -1.16% today, YTD +2.26% (vs S&P +14.67%). Top: Uranium +104%, Refining +24% YTD.
My #1 BUY: Bloom Energy (BE) 🚀🌿 – Fuel cell leader riding AI power demand. Up 518% YTD!
❤️ Like & Follow for more stock news & tips! #StockMarket #Energy #BE #NFA
🛒 Black Friday came early for AI stocks.
Everyone else was selling. I bought 4 names, two at steep discounts to my last buys.
The breakdown 👇
• $CBRS: added @ $81, 50% under my avg.
• $VRT: added @ $178, 22% under my Sep buy.
• $BE: new @ $166, on site power, no grid wait.
• $WDC: added @ $261, AI data needs storage.
Compute. Cooling. Power. Storage. Selloffs hit the whole AI stack at once, which is the only time all four layers go on sale together.
Which of the 4 would you have bought?
💼 I Long $CBRS $VRT $BE $WDC | NFA.
🔓 Notable Token Unlocks: Nov 8–14, 2026.
After $HYPE's $900M week, supply calms down. Except one name.
The breakdown 👇
•Nov 14 $PIEVERSE: 86M, $90M, first insider cliff.
•Nov 11 $ALLO: 160M cliff, $28M .
•Nov 11 $PUMP: 625M, $28M .
•Nov 8 $STABLE: 889M, $23M .
•Nov 8 $AVAX: 1.67M, $14M .
•Nov 13 $AZTEC: $14M .
$PIEVERSE investors paid $0.067. At $1.10, that's 16x paper gains on a cliff worth about a quarter of its mcap.
👀 Weekend Watchlist: CPI Tuesday, 8:30am ET
Friday's bounce bought AI time. A hot CPI could take it back.
The breakdown 👇
• $NVDA: $187 after -9% Thu, +2.8% Fri. Watch $180 hold, $200 reclaim.
• 10Y: 4.86% after a 165K jobs beat. Hot CPI = Dec hike odds up.
• $BTC: $75.7K, $1.28B weekly ETF outflows. $75K is the line.
• Oil: WTI $91, -13% on the week on Iran deal hopes. Still feeds CPI.
• Power/infra: $GEV -7.5% Thu. Data center policy is the swing risk.
Friday split the AI trade from the Fed trade. CPI decides which one leads.
Which breaks first Tuesday: $NVDA $180 or $BTC $75K?
I Long $NVDA $CEG $VRT $POWL | NFA
📚 Weekend Playbook: How to read a crypto selloff.
$BTC fell 6% in a day. Price shows the damage. These 5 gauges show who sold.
The breakdown 👇
•ETF flows: Wall St's net buying. -$842M Thu+Fri. No bid yet.
•Liquidations: forced exits. $880M+ Thu, 93% longs.
•Dominance: $BTC's share of crypto. 57.7%. Rising = alts bleed more.
•Fear & Greed: crowd mood, 0–100. 25 today, first extreme fear since Aug.
•Fed odds: Dec hike odds 67% to 77% after jobs. Higher rates drain risk.
Why it matters: a leverage flush can mark a low. ETFs selling into it says big money isn't buying yet.
Capitulation, or just the first wave?
💼 I Long $ETH $SOL + alts | NFA
📚 Weekend Playbook: How to read a correction.
Nasdaq's worst day since 2020 wasn't a crash. It was an AI repricing.
The breakdown 👇
•Correction: 10%+ off a record. Nasdaq is there. 20% = bear market.
•Washout: Thursday 431 S&P stocks fell, 71 rose. Nasdaq 100 −6.4%.
•Concentration: equal-weight S&P −2.9% vs −4.4% for the index. Pain sat in mega-cap AI.
•Policy risk: rules reprice sectors fast. Data center fears + Qualcomm's guide hit chips.
•Relief bounce: Friday won back 20% of Thursday. A bounce isn't a bottom.
Why it matters: most stocks held up better than the headline. The question is whether AI stays the only casualty.
AI reset, or the start of something wider?
💼 I Long $NVDA $CRDO $SKHY | NFA .
How to tell a bounce from a bottom 👇
•VIX: back under 20. Closed Friday at 25.6, down from 28.
•Breadth: more advancers than decliners for days, not one session.
•Retest: chips hold Thursday's lows if sellers return.
•Rates: Dec hike odds near 80%. Hot inflation data adds pressure on long dated growth.
•Policy: actual data-center bills vs. headlines. Fear prices faster than law
Bottoms are a process, not a day. Let the market prove it.
Which signal are you watching first?
🔔 Closing Bell: AI bounces, jobs cap the rally.
Thursday priced an AI bust. Friday's 165K jobs print priced a December hike instead.
The breakdown 👇
•Driver: $NVDA led the AI rebound; $IREN beat lifted data-center names.
•Indexes: Nasdaq +1.1%, S&P +0.3%, Dow -0.5%, R2K +0.9%.
•Jobs: +165K vs 65K est., unemployment 4.1%.
•Fed: Dec hike odds 77%, up from 67%.
•Week: S&P -2.7%, Nasdaq -3.4% despite today's bounce.
•Crypto: $BTC $75.9K, $ETH 2.2K.
A strong labor market gives the Fed cover to hike into an AI capex scare. Tuesday's CPI is now the swing vote.
Hot CPI Tuesday: does the AI bounce survive it?
I Long $NVDA $IREN | NFA
Google just took the keys to a 2.7 GW AI site.
Crusoe did the groundwork. $GOOGL takes it from here.
The breakdown 👇
•Deal: Google acquires Crusoe's Cheyenne, WY site.
•Scale: 2.7 GW, 716 acres, 4 data center buildings.
•Spend: $17B committed to Project Tembo.
•Power: private microgrid, $1.8B in new Black Hills generation.
•Timeline: first online H2 2028, full build H1 2031.
Chips get the headlines. Powered land is the bottleneck, and Google now owns 2.7 GW of it.
🎯 Stock of the Day: $NET, the call behind the beat.
Last night I asked if the selloff was the gift. Day one answer: up 11%.
The breakdown 👇
•Agents: CEO sees bots outnumbering humans online 1,000:1, sooner than 5 yrs.
•Proof: $11M Workers deal with a fast growing AI customer.
•Breadth: demand spans finance, gov't, healthcare, e com, not just AI.
•Q4 guide: $845-846M vs $798M est.
•Risk: Prince warned the wave of security flaws isn't over.
The numbers were last night's story. The call was the pitch: Cloudflare as the toll road for AI agents.
Toll road for the agentic web, or priced for perfection after a 12% pop?
⚠️ $BTC | Chips bounced. $BTC didn't.
Semis ripped 6%. Bitcoin slid to $75.3K, briefly under its September low.
The breakdown 👇
• Rates: 165K jobs vs 59K est. sent yields higher.
• ETFs: -$1.51B from $BTC funds in 5 sessions.
• Leverage: $1.1B liquidated, mostly longs.
• $ETH: $2,250, down 8% in 24h, worse than $BTC.
• Fear & Greed: 28, from 50 a day ago
• Level: a daily close under $76.5K keeps $75K in play.
Stocks are trading the AI scare. Crypto is trading the Fed, and a hot jobs print keeps hikes on the table.
Is crypto decoupling from tech here, or just late to the bounce? Where's your line?
I Long $ETH, no $BTC position | NFA |💼
ARK Invest CEO Cathie Wood on the Anthropic IPO.
Rumored valuation: $1.5T to $2T.
The breakdown 👇
•ARK: already owns it in its venture fund.
•Timing: CNBC says it could list later this month.
•S-1: Wood called the numbers "astonishing".
•Margins: 75% of compute goes to training, and she says it's still profitable.
Would you buy at $2T? Watch 👇
🚨 $INJ just got its first U.S. ETF
Bitcoin fell 5% on debut day. INJ rose 5% anyway.
The breakdown 👇
•Ticker: $INJC, live on Nasdaq since Nov 5.
•Staking: at least 90% of holdings staked.
•Cost: 1.10% fee + 30% of staking rewards.
•Access: any brokerage, no wallet needed.
•Pipeline: 21Shares' $TINJ still awaits SEC.
The listing is done. Flows decide what it's worth. SOL and XRP both fell around their ETF debuts.
🔥 $OKLO Q3 beat, stock pops
Pre rev nuclear beat both lines. Premarket bought it.
The breakdown 👇
•EPS: -$0.22 vs -$0.27 est.
•Rev: $1.86M vs $1.01M est.
•Build: US Forged Rings deal for Aurora
•Outlook: no new guide, $3.13B cash
•Move: up 11% pre mkt off 52 wk low.
The beat matters less than the runway. $3.13B in cash and securities buys Oklo time to get Aurora to its 2028 start, and that clock, not the EPS line, is what the stock trades on.
Real bottom, or just a relief bounce after the AI nuclear selloff?
☕ Morning Brief: jobs run hot, bounce on the line.
Yesterday's −5.5% Nasdaq flush was a regulation scare. Now a hot jobs print adds a rate scare.
The breakdown 👇
•Jobs: +165k vs 65k est, UE 4.1%
•Wages: +0.4% m/m vs 0.3% est
•Futures: NQ [x]%, ES [x]%, Dow [x]% post-print
•10Y: 4.83%
•Crypto: $BTC $75.7k (−4.9% 24h), $ETH $2.32k (−6.5%)
•Asia: Nikkei −7%, Kospi −8% with a trading halt.
Strong hiring is good for the economy, bad for a market hoping the Fed backs off in December.
Does the chip bounce survive a hike bet repricing?
Long $NVDA $CRDO $SKHY + AI names | NFA .
🚀 $UI Q1 FY27 smashes: first $1B quarter ever.
Biggest beat in a year. But last quarter's beat still got sold.
The breakdown 👇
•Adj. EPS: $5.32 vs $4.17 est
•Revenue: $1.026B vs $967M est, +40% YoY
•Enterprise: $941M, +43% YoY
•Guidance: none given, as usual
•Stock: fell 9% after Aug's Q4 beat; watch the open.
The margin bear case just took a hit: gross margin 47.3% vs 46.2% for FY26, operating income +50% YoY.
Does a 28% beat finally get rewarded, or does Wall Street sell the news again?
$CHTR Q3: Cox closed, broadband bleed got worse.
A $6.3B writedown sank GAAP EPS. The real story is a $2B cost reset.
The breakdown 👇
•EPS: -$20.50 GAAP vs $10 est., $6.3B impairment.
•Rev: $14.9B (+9.1% w/ Cox), -1.5% pro forma.
•Internet: -233K pro forma vs -171K a yr ago; Mobile +508K.
•Outlook: $2B opex cuts over 18 mo, $13B capex.
•Stock: -6% Pre Market
Cox added scale, not growth. The cost program is buying time for a core that is still shrinking.
Can $2B in cuts and mobile bundles turn broadband back to growth?
$WULF Q3 beat: HPC takes over
Beat on both lines, a day after the stock dropped 14% into the print.
The breakdown 👇
•EPS: -$0.03 vs -$0.18 est
•Rev: $76.2M vs $70.4M est
•HPC: $63.0M, 83% of rev
•Ramp: CB-4 rent Q4, CB-5 early '27
•Stock: +7% premarket
Mining is now the side hustle. The $19B Anthropic lease, now backed by Google credit, is the real story. The catch: adj. EBITDA was -$12.8M and the share count is up 19% YTD.
Does the HPC ramp outrun the cash burn, or is the dilution not done yet?
