49ers, SFGiants, DubNation fan, Tech dude, Mag7, Crypto owner/trader & lover of all things Digital! Currently investing in AI and Nuclear Power, buying dips!
Yay Area!
Joined April 2008
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Apple Q4 earnings: beats estimates on iPhone strength, misses on China 📱💰 Apple topped Wall Street expectations with EPS of $2.10 (vs. $2) and revenue of $114.48B (vs. $113.46B), powered by iPhone sales of $57.58B. Greater China revenue fell short at $17.54B. This marks the first earnings under new CEO John Ternus. Mac sales also beat, while Services were in line. Shares dipped after hours amid the mixed regional results. 📊📉 $AAPL
dmackdaddy retweeted
The Chargers fall to 0-7 for the first time since the 2000 season ... their QB that year was Jim Harbaugh.
Chargers have gone 27 straight drives without a TD, the longest streak in the NFL since the 2024 Dolphins (30 straight) ... who were coached by Mike McDaniel.
dmackdaddy retweeted
At the University of Michigan, a woman confronted students at a Turning Point USA debate table, demanding to see their permit before slapping one of them across the face on camera.
Campus police tackled and handcuffed her moments later. As she was led away, she shouted, "I should have killed you while I had the chance."
dmackdaddy retweeted
THE 2026 WNBA CHAMPS ARE IN THE HOUSE 🏆
The @valkyries are honored in the Bay during a timeout!
October has been ugly, but JPMorgan says this tech selloff isn't true capitulation yet. Positioning has only fallen to neutral, Goldman's sentiment gauge is still slightly positive, and quant leverage is at the 98th percentile, which leaves plenty of fuel for more selling. Expect more downside into Monday before $AAPL and $PLTR report, then $ARM , $AMD , and the elections. The bright spot is Nvidia, now at 17.7x forward earnings, the cheapest of the Mag 7. Get your popcorn and cash ready. $NVDA $QQQ $SPY
dmackdaddy retweeted
Tesla is celebrating Halloween this year by having a Cybercab autonomously drive around Austin with skeletons inside haha 🎃
dmackdaddy retweeted
Today’s cover: Xavier Becerra says Calif. drivers could pay a per-mile tax if he wins. trib.al/5LAqOdd
Subscribe for home delivery: trib.al/e0lIc5f
dmackdaddy retweeted
#BREAKINGNEWS: Ian Choudri, CEO of the embattled California High-Speed Rail Authority, abruptly resigned late Wednesday night, ending a turbulent two-year tenure marred by financial setbacks, interminable delays and -most recently- a travel expenses scandal. ktla.com/news/california/hig…
dmackdaddy retweeted
🚨 NBA HISTORY
Only TWO rookies since 1995 have recorded 100+ points and 40+ rebounds through their first five career games:
Victor Wembanyama (2023-24)
Yaxel Lendeborg (2026-27)
INSANE START🔥
🚀 Q3 GDP jumped 3.4% annualized (beat ~3.2% est., prior 2.2%), while September personal income rose just 0.2% and spending 0.5% MoM (slight misses). Jobless claims stayed tight at 194K initial and 1.701M continued. PCE inflation matched forecasts at 0.5% MoM/3.6% YoY headline and 0.3%/3.1% core. 📈 This resilient growth, solid labor market, and sticky inflation above target lock in the Fed’s higher-for-longer bias after its October hold at 3.75–4%. Near-term cuts are off the table; a December hike remains possible if data stay firm. ⚖️ $SPY $QQQ
dmackdaddy retweeted
The Colts are trading DeForest Buckner to the 49ers for a 2027 fourth-round pick,
@TomPelissero
dmackdaddy retweeted
BREAKING: $META has crashed more than 17% since Jim Cramer called it a "monster long" on October 12.
$400 billion has been wiped out from $META market cap in the last 14 days as the stock crashes 20%, officially entering bear market territory
Reasons:
1. Meta spent $34.9 billion in one quarter, and expects to spend $135 billion to $145 billion in 2026
2. Its cash after spending turned negative at $1.16 billion, against positive $11.2 billion a year earlier
3. Its debt rose to $80.9 billion, from $58.7 billion at the end of 2025
4. Profit from operations fell to 20% of revenue, from 40%
5. Meta launched a $35 billion stock sale on Monday to fund AI spending
6. It plans to sell up to $60 billion more in new non-voting shares starting in 2027
This is one of the “Magnificent 7” we are talking about
