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Prove you belong at the top: league.kriptok.io
Wow the haze is still going on
Indonesia's toxic haze is giving its neighbours a political headache bbc.in/4BEiyfl
Negative FCF is stressing out the Street
AMAZON $AMZN Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $201.9B (Est. $202.3B) 🟡; +12% YoY
🔹 EPS: $1.89 (Est. $1.96) 🔴; w/ Anthropic gain
🔹 Operating Income: $28.1B (Est. $26.2B) 🟢
🔹 AWS Sales: $46.0B (Est. $45.4B) 🟢; +39% YoY
🔹 CapEx: $77.3B (Est. $57.47B) 🟢
Q4 Guide:
🔹 Revenue: $240.0B-$247.0B (Est. $244.5B) 🟡
🔹 Op. Income: $28.5B-$33.5B (Est. $33.1B) 🟡
🔹 Revenue Growth: +12%-+16% YoY
Segment Net Sales:
🔹 North America: $112.9B (Est. $113.39B) 🔴
🔹 International: $43.1B (Est. $43.21B) 🔴
Other Q3 Metrics:
🔹 Advertising: $19.6B (Est. $20.87B) 🔴
🔹 Subscription: $14.0B (Est. $13.69B) 🟢
🔹 AWS Operating Income: $17.8B
🔹 Free Cash Flow (TTM): -$42.4B
Key Updates:
🔹 Anthropic: $9.5B pre-tax gain in Q3’25 included in non-operating income
🔹 AWS: $184B annualized revenue run rate; over 39% YoY growth
🔹 AgentCore: Tens of thousands of customers; 2x more agents deployed in Q3
🔹 Alexa for Shopping: 400M+ customers; interactions up 570% YoY
Comments:
🔸 “Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3 ($184 billion revenue run rate) and projected revenue growth rates of over 40% both in 2027 and in 2028”
Plus Druckenmiller casually shilling Hyperliquid and Elon jumping in with “Interesting.”
1. Gold can be created in a lab.
2. China’s AI bubble popped, erasing trillions.
3. Google crashed -13%, erasing $482 billion in a single day, its worst drop ever.
4. US plans another operation against Iran.
5. Crypto exchange Binance got hacked for $5.6 billion, the largest heist in human history.
All this happened in just past 5 days.
Crazy 24 hours in crypto. Feel for everyone caught up in the Binance hack.
One of the fundamental reasons blockchain exists is to give people direct ownership and custody of their assets.
Centralized exchanges and brokers absolutely serve a purpose. But long-term custody probably shouldn't be one of them. Especially in this day and age.
Haha
BREAKING: @elonmusk REACTS TO STANLEY DRUCKENMILLER (@standuquesne) BACKING 24/7 @HyperliquidX PERPS FOR THE U.S
"INTERESTING"
DRUCKENMILLER INVESTED IN @tradexyz, WHICH IS PARTNERING WITH @NYSE OWNER @ICE_Markets
Cashflow and ad slowdown was the prob. Expect short term vol
Hyperliquid
BREAKING: $HYPE surges +10% on reports NYSE’s owner ICE plans to bring Hyperliquid futures trading to the US.
AI tamagotchi $Meta
Meta has launched a new app called Waddle World, which essentially looks like a Tamagotchi clone, but with AI.
spr.ly/6018BHlBP2



















