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Wall St. without the jargon | Market news, insights & opinions | The BullBuzz Newsletter šŸ‚ | Run by Robert Anzalone & Peter Nicolino

New York, NY
Joined August 2026
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$SMCI reported fiscal first-quarter revenue of $19.95B, up from $5.02B a year ago, and raised its full-year forecast to $72B to $82B. Analysts expected $14.98B in revenue and $1.06 in adjusted earnings per share. Super Micro reported $1.81 and guided second-quarter revenue to $19.5B to $21.5B.
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BREAKING: $APPL just reported a quarterly revenue of $114.5 billion, up 12% yearly. John Ternus, Apple’s new CEO calls it their ā€˜best fiscal year ever’.
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$IONQ For the quantum believers out there, this chart looks bottomed with defined risk If you loved it at $60-$70 You should also love it at $30
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BullBuzz retweeted
We've received $7.5 million in follow-on funding from the Air Force Research Laboratory (AFRL), reflecting the strength of our partnership and the value of our full-stack approach. The Phase 2 contract with AFRL expands upon the first-generation quantum network we previously delivered in Rome, New York, adding advanced optical, hardware, and software layers for real-world deployment. ā€œWe are building quantum networking that runs on standard telecom infrastructure and through open air, and proving it on a live network,ā€ said @jordan_shapiro, IonQ President, Quantum Platform. Read the full announcement: ionq.com/news/ionq-awarded-7… #QuantumNetworking #QuantumIsNow #PowerofPartnership
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$IBM up nearly 6% after beating earnings expectations on strong AI demand.
$IBM reports earnings after the bell today The impliedĀ move for the stock heading into earnings is +/- 6.97% as of right now Wall St. is expecting quarterly numbers of: - Adjusted EPS of $2.86 - Revenue of $16.83 billion The company will hold a conference call at 5pm ET If you’re trading IBM then check out $IBX, the Tradr 2X Long IBM Daily ETF. It’s the only leveragedĀ ETF that seeks 200% of the daily performance of IBM. Investing in leveraged ETFs involves significant risk. tradretfs.com/ibx
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šŸš€ ELON MUSK’S $10.7 BILLION SPACE X GIVEAWAY $SPCX is up 1.6% after Musk reportedly pledged to give one SpaceX share to every American child in 2027. That’s roughly 73 million shares worth $10.7 billion. But wouldn’t giving away that much stock hurt the share price? Not necessarily. If Musk gives away shares he already owns, there’s no dilution because no new shares are created. The bigger concern is selling pressure if millions of recipients eventually cash out. I like the idea of introducing an entire generation to investing, but the distribution rules could make all the difference.
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🚨 $CRWV WENT FROM GREEN TO RED ON A BUY UPGRADE?! CoreWeave jumped over 4% after Goldman Sachs upgraded the stock to Buy with a $106 price target. Now shares have erased those gains and turned red. After getting crushed over 25% last week, Goldman believes investors are overreacting to the company’s massive AI infrastructure debt. Is this an obvious buy-the-dip opportunity, or is Wall Street telling us something Goldman isn’t seeing? I’m interested, but the fact that even an upgrade couldn’t hold the rally makes me cautious.
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BullBuzz retweeted
IonQ CEO @NiccoloDeMasi appeared on @business Open Interest this morning discussing Q-Day, the increasing need for cybersecurity in the quantum era, and the company's planned acquisition of Zero Trust security firm @ElisityInc. Watch the full interview: drive.google.com/file/d/10jM…
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RT @IonQ_Inc: Today we advance to the final stage of the Defense Advanced Research Projects Agency (@DARPA) Quantum Benchmarking Initiative…
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BullBuzz retweeted
JUST IN: Thanksgiving and Christmas airfare hits 10-year high
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