This is the most consequential weeks for the markets this year.
Here's what I am watching.
Mon:
- US ISM Manufacturing PMI
- Apple & Palantir earnings
Tues:
- US midterm elections
- AMD earnings
Wed:
- ADP employment & ISM Services PMI
- Qualcomm earnings
Thurs:
- US productivity & jobless claims
Fri:
- US October jobs report
- Unemployment rate & consumer sentiment
Key takeaways:
- All eyes will be on the AI trade following last week's tech sell-off.
- Midterms & any further strikes/retaliatory attacks could add to market volatility.
- Friday's jobs report will be crucial in guiding expectations for the Fed's December decision.
Good luck! 🫡
K. retweeted
$ONDS dilutes the shareholder to the tune of 580 million , The dilution is exceptionally large even by aggressive small/mid-cap standards
However, Eric Brock is taking some of that for himself. Here it is with just the facts:
Eric Brock is set to receive 9 million more shares of Ondas stock over the next two and a half years.
In February the board granted him 13.5 million RSUs. An RSU is a share the company promises you on a future date if you're still there. The date hits, the shares land in your account.
The first 4.5 million landed June 1, worth roughly $60 million at the $13.43 price that week. The company sold about $32 million worth to cover the taxes owed on it, and Brock kept the rest. He holds about 4.7 million shares now.
The remaining 9 million land in five equal pieces: March and June of 2027, March and June of 2028, and March 2029. He gets them only if he's still an officer on each date. As if he wouldn’t 🤣
At Friday's $6.32 close those 9 million shares are worth about $57 million.
Some of you bulls need to get your tongue off his taint and start asking some tough questions.
The collapse of Reddit will be studied.
After reporting earnings, its stock collapsed 30% in a single day.
It's down 44% in 2 weeks.
But the most important detail is what was revealed in that earnings call.
The CEO said AI is killing Google search.
People no longer get sent to Reddit from Google. They merely get their answers from the AI Mode itself.
Even Google confirmed this themselves with their disastrous results - AI mode is cannibalising their search business.
Pretty soon, no one will visit Reddit voluntarily. Its traffic will continue to crater.
The worst part?
Reddit isn't alone. There are millions of companies and publishers that rely on search traffic.
That's what happens when you rely on a single funnel for discovery.
$RKLB earnings
Monday November 9th, 2026
Conference call 2:00 PM PT | 5:00 PM ET
.@RocketLab
.@RKLBMan
$MELI earnings
Wednesday, November 4, 2026
5:00 PM ET / 2:00 PM PT
.@MercadoLibre
$AMD earnings
November 3, 2026, at 2:00 PM PDT | 5:00 PM EDT
ir.amd.com/news-events/ir-ca…
.@AMD @AMDGaming @AMDRadeon @AMDRyzen @AMD_France @amdjapan













