Kaushik

Adios Claude, ChatGPT, @muse @gemini sub only now!

How many leveraged accounts are getting wiped?

Anthropic may not secure investment-grade rating after IPO, Blackstone tells investors - FT Surprise? Now $1T valuation?

$META green

$AMZN whoever fat fingered the after hours sell at $214, we may go green!

Holding into earnings!

When do we get to cybersecurity? they are still bloated pigs!

INTC Maybe going to $50 with those downgrades today!

$RDDT picks a good time to miss on guidance

$INTC PT Lowered to $70 at Rosenblatt, 'PC Market Weaker than Expected; Recovery Depending on Server CPU’

$AMZN Compelling Risk/Reward from Current Levels - Goldman PT $370 AMZN’s Q3'26 earnings report featured several key themes: 1) AWS’s revenue growth rate (+39%) & segment GAAP operating margin (39%) exceeded GSe/Street estimates but came in shy of some investor expectations; 2) identifying and characterizing a flywheel effect across the rise/adoption of AI and traditional cloud workloads; 3) custom silicon continues to rise as a competitive advantage; 4) commerce margins continued to make positive upward trajectory progress; & 5) mgmt. expressed rising confidence in the ROIC profile from AI capital investments. Across these takeaways, we came away from the totality of those themes and key points with an increased confidence in our 12-months+ framework for AMZN shares.

So far the cleanest beat was from META and MSFT

$INTC coming back to fill $66s gap?

When was the last time AMZN saved the market? 😀

$MSFT PT Raised to $722 at Bernstein In our preview note we dreamed of a scenario where Azure could accelerate into high 40’s and M365 Commercial Cloud growing close to 20%. While we were not fully sure on the timing, Microsoft gave us the answer this quarter, beating on every major metric and delivering both Azure (48% CC and guiding for 49-50% next quarter) and Office acceleration and guiding to further acceleration next quarter. Given the strong results and solid guidance, stock was up 3% in the aftermarket. While the results were solid we believe the lower than expected CAPEX and delays in capacity this quarter and for H2 created some unwarranted noise. Timing of capacity adds are open to numerous factors and while it would have been nice to see that additional capacity driving an even bigger Azure beat and faster growth next quarter the company is executing extremely well, especially on driving efficiencies across Azure which allowed them to beat this quarter and guide to 49-50% growth next quarter even considering the delay. These efficiencies will deliver dividends for years in margins and performance

Downgrades coming in for GOOGL

All software bloated pigs taking a beating after $now

$ORCL when $200?

LOL 🤣😂

- **SKHY** — Needham raised the PT to $235 from $220, Buy - **NET** — Wells Fargo raised the PT to $400 from $380, Overweight - **DDOG** — Wells Fargo raised the PT to $325 from $295, Overweight - **AMD** — Aletheia Capital raised the PT to $800 from $700, Buy - **GOOGL** — New Street Research raised the PT to $435, Buy

$AMZN Wolfe Research expects AWS to do 42 to 44% YoY vs Street at 37%