Looking for the low hanging fruit in the puzzle of all puzzles. Trade Ideas/Opinions should not be blindly followed, no buy/sell solicitations here. sarcastic.
Joined November 2012
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JSC retweeted
BREAKING: Elon Musk says debt markets have “almost entirely shut off” access to money for any company without substantial revenue independent of AI data centers.
Neoclouds are going to see “guppy-level death and consolidation,” Musk says.
JSC retweeted
#earnings after the close on Thursday, October 22, 2026
earningswhispers.com/calenda…
$BE $WDC $MXL $RNG $NEM $SLM $DECK $VRSN $SRCE $FIX $KN $OMC $RHI $REXR $BWMX $MSBI $MRTN $KRC $KNSL $FRST $BYD $APPF $AMTB $ABCB $ENVA $JAKK $WSFS $SPFI $UVE $USCB $SSNC $HTH $GBCI $FIBK $EBC $BBD $ASB $BY $MYFW $FRBA $SIGI $SAM $PINE $ORC $CUBI $COLB
The most anticipated earnings releases for the week of October 19, 2026, are @netflix $NFLX, @Tesla $TSLA, @SpaceX $SPCX, Cleveland-Cliffs $CLF, @Bloom_Energy $BE, @IntuitiveSurg $ISRG, @IBM $IBM, @Meta $META, @GE_Aerospace $GE, and @GM $GM.
earningswhispers.com/calweek
#mostanticipated #earningsseason #earningscalendar #earningswhispers #netflix #tesla #spacex #earningswhisper #stockmarket #earnings
JSC retweeted
Just about one week left for the founders accounts ⚠️
No brainer - too many benefits on those accounts to not at least open a small one at the very minimum just to secure the founders account status. Even if it's not your main one, doesn't need to be.
Benefits that stick long term and the access is incredible.
investorsunderground.com/cle…
🤝 Paid partnership
Make sure to check this out!
Applications close October 31st for the founders accounts.
investorsunderground.com/cle…
✅ $250 Cash Credit
✅ 1-Month Free IU Access
✅ Founder's Club Status
JSC retweeted
are the blowing up
VARA current status and the new rumor Latest available SEC Form ADV (filed ~September 22, 2026) shows the firm’s hedge-fund gross assets at about $5.2 billion and regulatory AUM at roughly $9.1 billion. Its June 30 13F disclosed ~$16.7 billion in U.S. long equity positions. These figures are lower than the mid-year peak reports and are consistent with the July drawdown (plus possible redemptions or differences in how gross vs. regulatory AUM are calculated). The firm continued to file and report holdings; there are no public reports of liquidation, forced sales, or fund closure.Hedgethink As of October 15, the “blown up” claim remains an unverified rumor circulating on social media. No major outlets have confirmed a new catastrophic event, margin-call spiral, or collapse. The timing coincides with renewed weakness in AI infrastructure / “neocloud” names (CoreWeave, Nebius, etc.), driven by debt/bond stress, hot inflation data, and questions about the returns on massive AI capex. VARA’s known holdings overlap with these areas, so further mark-to-market pressure is plausible and could be fueling the talk.
JSC retweeted
you always have good comments, that is why I follow you. pls, keep up, this one is is very informative, I value this kind of comments. bravo 👋
The week ahead, bank earnings begin!
Mon 12: Columbus Day. Stocks open, bonds and banks closed. Quiet.
Tue 13: Bank earnings kick off — $JPM $GS $C $WFC before the open, plus $UNH and $JNJ. NFIB optimism and existing home sales in the morning.
Wed 14: September CPI at 8:30am ET — the week's main event (consensus ~3.6% headline). BAC and Morgan Stanley also report; Beige Book at 2pm.
Thu 15: Retail sales and PPI at 8:30am, jobless claims, Empire/Philly Fed. TSM, Schwab, and regionals report.
Fri 16: Import/export prices, industrial production.
JSC retweeted
$META & MICROSOFT ARE CUTTING INTERNAL CLAUDE USE AS THEY PUSH THEIR OWN AI TOOLS
Meta and $MSFT, two major Anthropic customers, are reducing employee use of Claude, according to The Information.
Microsoft had been on pace to spend at least $1B annually on internal Anthropic usage earlier this year, but has since cut that level by more than one-third.
At Meta, Claude Code users have roughly halved to ~30,000 from ~60,000 earlier this year.
Meanwhile:
MetaCode users: 30,000+
Muse Code users: 6,000+
Meta still spent more than $105M on Claude Code over a recent 28-day period.
Source: The Information
JSC retweeted
$MU All eyes will be on Micron’s Q4 earnings Wednesday! 👀
Analysts expect roughly $50.95B in revenue and $31.63 in adjusted EPS, with options pricing in about a 7% move by the end of the week.
AI demand continues to drive massive growth in memory and HBM.
Beat and raise, or another sell-the-news reaction?
JSC retweeted
Stan Druckenmiller says his edge was never IQ.
"My advantage is not IQ. It's trigger pulling. I admit it's some kind of intelligence, but I wasn't in the top 10% of my class."
He wasn't talking about being humble. He was talking about a system he still can't fully explain.
Three months before he bought Nvidia, he says, "I don't think I knew how to spell in video." A partner at his firm told him it was the way to play AI. He bought a small position, enough to feel it.
Then ChatGPT happened. He doubled the position. Then an analyst told the room they were "in the trees and missing the forest." He doubled again.
The person who knew fifty times more about AI than anyone in that room sold his Nvidia early. Druckenmiller didn't understand the earnings, didn't understand the technology, and rode it from 150 to 800.
"It's amazing how little I knew about Nvidia. I couldn't even tell you what the earnings were."
He broke his own three-year rule and sold at 800. Five weeks later it hit 1,400.
"I think contrarianism is overrated. The crowd is right 80% of the time."
What's the trade you were right on for the wrong reason? One line below.
JSC retweeted
Even for first leaders out almost always multiple entries/adds if u have any sort of patience
JSC retweeted
$GTLB +12% after hours after beating across the board.
Revenue, EPS and operating income all came in above estimates, while FY27 guidance was also raised above Street.
Net ARR growth also exceeded 40% YoY, with record gross bookings and accelerating net retention.
GITLAB $GTLB Q2’27 EARNINGS HIGHLIGHTS
🔹 Revenue: $286.3M (Est. $273M) 🟢; +21% YoY
🔹 Adj. EPS: $0.24 (Est. $0.18) 🟢; flat YoY
🔹 Non-GAAP Oper Income: $42.6M (Est. $31.2M) 🟢
🔹 Dollar-Based Net Retention Rate: 117%
FY27 Guide:
🔹 Revenue: $1.129B-$1.133B (Est. $1.12B) 🟢
🔹 Non-GAAP Oper income: $148M-$152M (Est. $138M) 🟢
🔹 Adj. EPS: $0.85-$0.87
Q3 Guide:
🔹 Revenue: $281M-$283M (Est. $281M) 🟡
🔹 Non-GAAP Oper income: $35M-$37M (Est. $29.6M) 🟢
🔹 Adj. EPS: $0.19-$0.20
Segment Net Revenue:
🔹 Subscription: $258.3M
🔹 License: $27.9M
Other Q2 Metrics:
🔹 Non-GAAP Gross Margin: 86%
🔹 Adjusted Free Cash Flow: $9.8M
🔹 Total RPO: $1.2B; +16% YoY
🔹 cRPO: $744.7M; +20% YoY
🔹 Customers >$100K ARR: 1,571; +17% YoY
Business Highlights:
🔹 Launched: GitLab Secrets Manager
🔹 Introduced: GitLab Flex commercial model
Comments:
🔸 “record gross bookings and net ARR growth exceeding 40% year over year”
🔸 “sequential acceleration in dollar-based net retention and meaningful operating leverage”
JSC retweeted
US stocks have never been this disconnected from each other:
The median 63-day correlation between individual S&P 500 stocks and the index itself is down to +0.10, the lowest on record.
This measures how closely individual stocks move with the broader index, with a reading this low meaning the index is being driven by a small group of stocks while most move independently.
This figure has dropped -71% over the last 5 months.
By comparison, during the March 2025 selloff, the median 63-day correlation surged to as much as +0.76.
To put this into perspective, the previous all-time low was +0.16 following the 2000 Dot-Com Bubble burst.
The market is more concentrated than ever.
