20+ years in the markets. Investing, trading, income generation. My thoughts, not financial advice.

Joined June 2008
The CEO just kept buying: Ryan Cohen added 844,130 $GME shares for ~$22.8M on Oct 13 at $26.75–$27 — his second buy this month after $17.1M on Oct 2 — lifting his stake to 9.1%. When the boss keeps writing checks, what is he seeing that everyone else is missing?
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BULL vs BEAR: $IBM — Q3 beat: $17.1B revenue, EPS $2.95 vs $2.86 expected, software +9%, FCF $3.0B. But shares fell 5% after hours, guidance held at 4–5%, and half the software growth came via M&A. Big Tech earnings Wed decide the AI-spend verdict. Bull or bear? Pick a side.
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Eight straight beats and the bar keeps rising: $MA reports Thursday before the bell, with the Street looking for $5.16/share on $9.66B — up from $5.04 last quarter — while the stock sits within $3 of its 52-week high. Perfection is already priced in — what does a miss look like?
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Google Cloud grew 82% last quarter — then the stock fell 7.1% the next day on a $195–205B capex guide. Wednesday after the close, $GOOGL gets its rematch: consensus $3.03/share on $127.9B revenue. Does the cloud growth finally outweigh the spending?
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Thursday's first big test before the bell isn't a tech name — it's $LLY, fresh off a $1,311 all-time high. Consensus: $22.1B in revenue, but the real read is the pill — Foundayo already grabs ~1 in 3 new oral GLP-1 starts. Does the obesity trade still have room to run?
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Wednesday's earnings pile-up has a name most people will scroll past: $FTNT reports after the bell too, after beating estimates 4 straight quarters while the stock doubled in a year. The crowded tape hides it — does the streak survive the busiest night of earnings season?
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Wednesday is a two-act day for $MSFT: the Fed decides rates at 2pm ET, then Microsoft reports after the bell — consensus $4.71 EPS on ~$90.6B revenue, Azure guided near 45%, capex over $50B. Which headline moves the stock more?
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BULL vs BEAR: $SOFI — BULL: StoneX initiated Buy, Q2 revenue +43% to $1.22B, members +35% to 15.8M. BEAR: KBW stays Sell, flagging a $1B+ pre-hedge rate hit to Q3. Earnings hit Tuesday — bull or bear?
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Tuesday after the bell, $V reports — Street expects $3.44/share on $12.09B revenue. It beat by 9 cents last quarter, and this month it pushed stablecoin payouts and AI-agent invoice payments live. Will the print keep the run going?
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Next week, $INTC reports Thursday after the bell — and options are pricing a ~10% swing either way. It has beaten estimates 4 quarters straight, yet sold off twice on the print. The question is not the beat — it is the guide. What breaks the pattern?
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Circle Thursday: $AMZN reports after the bell, and the real story is AWS — 37% growth last quarter at a 39.4% margin — against a ~$220B capex bill for the year. Thursday's print answers whether that spend is buying growth or just cost. Which side of that bet are you on?
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One FDA decision could remake $INO next Friday: Oct 30 is the target date for INO-3107, a DNA therapy for recurrent respiratory papillomatosis, where patients face repeated surgeries. Stock is down ~17% in a month to ~$1.09. Approval or rejection — which way does it break?
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Boeing's Q3 report card lands Tuesday before the bell — and the headline number is already out: 161 jets delivered, just 124 of them 737s. Street expects a 21-cent loss on $24.53B. The real test: cash flow vs its $1–3B full-year target. Does $BA finally turn the corner?
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BULL vs BEAR: $LKQ — new CEO starts Dec 15 and JPM still says Overweight, $27 target vs $17.42. But CEO was ousted, guidance pulled, Europe revenue -9.8%, Q3 EPS 47-53¢ vs 69¢ expected. Turnaround or trap? Pick a side.
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82% response rate in advanced pancreatic cancer — without chemo: $TNGX just posted Phase 1/2 data showing 88% progression-free at 9 months across 22 patients. Friday options followed: 1,888 calls, 130% above normal. Phase 3 launches 1H 2027. Somebody wants in early.
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A 30% call-volume spike hit $CVX Friday — 54,082 contracts — the same week BofA raised its target to $252. Chevron is also betting $13.8B on Argentina's Vaca Muerta shale and eyeing Iraq's West Qurna 2. Who's building the position?
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$DXC popped 10% this week on a Reuters report it is in advanced talks to sell its insurance unit to Eldridge for $2.4B. Stifel says the sale could tee up a take-private. This morning $DXC hit the unusually-active options list again. Who is front-running the next headline?
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Phase 3 data moved $MLTX Thursday; Wednesday the options tape lit up: 4,294 calls, 274% above normal. Its nanobody BLA for hidradenitis suppurativa went to the FDA Sept 30 — acceptance decision lands in weeks. HC Wainwright targets $50. Is the tape front-running the verdict?
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FDA rejected its NDA last November. Yesterday it accepted $BHVN's refiled Vyglxia NDA — and 6,072 calls traded Thursday, 155% above normal volume. Stock ripped 25% to $14.69, its best day in 3 years. Decision date: Q1 2027. Comeback story, or rejection No.2 loading?
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BULL vs BEAR: $MRNA — BULL: UBS calls the melanoma data solid — the vaccine cut recurrence risk 42% in a 1,100-pt trial, full results hit Madrid Saturday. BEAR: -18% today, TD Cowen says it missed elevated expectations, $90 target implies 50%+ downside. Sell-the-news or verdict?
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