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Again, I didn't see any big lose on the earnings but people kinda panic sold. There is an issue with numbers tho which you can research about it.
I checked the price action, did not ape but DCAd some and sold.
but these are too risky moves and you need to check more details about earnings, not just numeral side.
october was full of loses for me because I acted pretty greedy eventhough I knew I shouldnt take those final trades. Slowly recovering and learning at the same time.
holding my $INTC long untill the call though.
should I share some of my trades here?
$AMZN Q3 EARNINGS
• Revenue $201.9B vs Est. $202.1B
• EPS $1.89 vs Est. $1.96
• AWS Revenue $46.0B vs Est. $44.9B
• Operating Income $28.1B vs Est. $26.1B
Q4 Guidance
• Revenue $244B vs Est. $244B
• Operating Income $31B vs Est. $33B
Gm gm
Things went just like the line i draw here. If you ask, I would rather be on long then short for this week.
I think its one of the most risky week of the year so dont go all in but $GOOG can be a play since its over-dipped in my opinion. earnings were not that bad, just bad.
This week was a disaster for stock market.
Nobody knows the entire plan behind the scenes. We only have some "news" and the price in front of us.
Im stil waiting for a small correction before the fall until the end of this month but after 3 November, things can be different (if trump doesnt bomb anywhere)
for $BTC, im still bullish for macro side and also bullish for short term(until 84-85k max) because US has nothing to offer now, but only crypto -while the whole tech side bleeding-
then a small crush to 76-78 range is possible for btc too.
i think its extremely hard to trade in this market because its just full of manipulation. so be careful while trading.
Minaa retweeted
Anthropic
2025 revenue: $4.6 billion
2025 net loss: -$42 billion
IPO valuation: $2 trillion
Anthropic just filed its S-1.
and the numbers are interesting.
> 2025 revenue: $4.6B
> H1 2026: $16.3B
> Run rate: $9B → $65B+ in 7 months
Target valuation? around $2T.
Could be the biggest IPO ever, bigger than SpaceX.
$ANT on Nasdaq. Listing as early as Nov 19–20.
Not all clean though. $80.7B loss through june and 20% of revenue from just 2 customers.
next catalyst is probably the price range.
and remember, SpaceX popped 20% on day one, then slipped back below its IPO valuation.
the ai trade's biggest test is here. NFA.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Market is still bleeding.
ai is def not a bubble but it has big obstacles on its way , especially financial side.
we may see more downtrend for a while on nasdaq since people can sell shares that are at a loss in order to benefit from a tax deduction.
thanks to @ninjasquadnft for the amazing tool for us to be able to check everything at once in a single platform.
Closed at 725, a bit early again but w is w.
hope you guys grabbed some burger flip too.
Things are kinda complicated on the US side but sell the news is one of the best plays in high momentum stocks -if you do it for the right asset-
Missed the dip but bought it from daily open. Still holding. Maybe I can sell some before the earnings and some after but my expectation is simply beating expected amounts.
Lets see how $META is doing today.
Things are kinda complicated on the US side but sell the news is one of the best plays in high momentum stocks -if you do it for the right asset-
Missed the dip but bought it from daily open. Still holding. Maybe I can sell some before the earnings and some after but my expectation is simply beating expected amounts.
Lets see how $META is doing today.
Bruh @SpaceX $SPCX made extremely well with earnings.
Gave around fast %4 news trade opportunity. My size was pretty small this time so couldnt make it but W is W lol
SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $14.6B; +161% YoY
🔹 EPS: $0.35
🔹 Net Income: $4.4B
🔹 Adjusted EBITDA: $8.8B; +306% YoY
Capital Expenditures:
🔹 Total: $19.6B
🔹 Operating Cash Flow: $13.1B
Segment Revenue:
🔹 Space: $1.8B; +6% YoY
🔹 Connectivity: $5.2B; +69% YoY
🔹 SI: $7.6B; +830% YoY
Announcements:
🔹 First revenue-generating Starship mission successfully launched
🔹 Starbase, Louisiana next-generation spaceport planned
🔹 Grok Bot introduced as an always-on agentic SI system
Other Q3 Metrics:
🔹 Starlink Consumer Subscribers: 13.6M
Manipulation level on economy is top in this era I guess.
News trading slowly becomes a gamble. Im not taking much risk at that times. Waiting for Oct 28 first and then nov 3. but i will be watching the market to take some actions for new sharp moves.
TRUMP REPORTEDLY CAME VERY CLOSE TO ORDERING STRIKES ON IRAN
The Trump administration came “very close” to approving military strikes on Iran on at least one recent occasion, sources told The Jerusalem Post.
Trump has pledged no new strikes before November 3, but Iranian officials told Reuters they expect U.S. bombing to resume eventually.
This week was a disaster for stock market.
Nobody knows the entire plan behind the scenes. We only have some "news" and the price in front of us.
Im stil waiting for a small correction before the fall until the end of this month but after 3 November, things can be different (if trump doesnt bomb anywhere)
for $BTC, im still bullish for macro side and also bullish for short term(until 84-85k max) because US has nothing to offer now, but only crypto -while the whole tech side bleeding-
then a small crush to 76-78 range is possible for btc too.
i think its extremely hard to trade in this market because its just full of manipulation. so be careful while trading.
everyone’s selling ai but i dont think thats the final destination.
meanwhile $TSM doing interesting moves though.
> q3 sales nt $1.49T, above the top of its own guide
> Gross margin about 68 percent
> 2026 growth raised to 40%
a real credit story in my eyes.
picks-and-shovels with no debt problem are getting thrown out with the neocloud bathwater🙃
TSMC $TSM Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $46.72B (Est. $44.93B) 🟢; +41.2% YoY
🔹 EPS: $4.60 (Est. $4.48) 🟢; per ADR
🔹 Gross Margin: 66.4% (Est. 66.3%) 🟡
🔹 Oper Margin: 58.7% (Est. 57.7%) 🟢
🔹 Net Income: NT$763.06B (Est. NT$737.9B) 🟢
🔹 Net Profit Margin: 51.1%
Revenue by Platform:
🔹 HPC: 68%; +22% QoQ
🔹 Smartphone: 21%; +10% QoQ
🔹 IoT: 4%; +5% QoQ
🔹 Automotive: 4%; +23% QoQ
🔹 DCE: 1%; -12% QoQ
🔹 Others: 2%; -10% QoQ
Technology Mix (Wafer Revenue):
🔹 2nm: 8%
🔹 3nm: 33%
🔹 5nm: 28%
🔹 7nm: 10%
🔹 7nm and below: 79%
Other Q3 Metrics:
🔹 Wafer Shipments: 4,476 Kpcs; +9.6% YoY
🔹 North America: 79% of revenue
🔹 ROE: 45.5%
🔹 OpEx: 7.8% of revenue
🔹 Inventory Days: 82; -5 days QoQ
🔹 CapEx: $13.84B; $40.64B YTD
🔹 Free Cash Flow: NT$476.56B
Key Updates:
🔸 Gross margin was 1.3 ppts lower than 2Q26, primarily due to the margin dilution from the initial ramp-up of N2 technology.
🔸 Non-operating items were a gain of NT$34.59B, vs NT$95.83B in 2Q26, which included disposal and mark-to-market gains on VIS shares.
🔸 Diluted EPS NT$29.43 (+68.7% YoY); revenue NT$1,494.24B (+50.9% YoY)
Right narrative will always lead.
But if you are looking at charts and token prices. I dont think its the best idea to be bullish all the time.
There are phases.
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Another crypto scam here. I see some people staking their money on $BTW which is super risky.
@BitwayOfficial is creating another rugpull it can be today or in 2 months - who knows but stay safu.
whenever I talk to an overconfident web3 project founder, I get the feeling that they either want to make a quick profit and disappear or simply don't understand the space well enough.
even the best products aren't guaranteed to capture people's attention.
that's why a well engineered and carefully executed marketing strategy isn't optional. It's essential.