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StockWisdoms

10:44

SMCI Q1 FY2027 Earnings: Record Revenue, Higher FY Guidance and Margin Normalization

$超微电脑(SMCI)$Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q1 FY2027 Management View "Q1 revenue reached $19.9 billion, between the high end of our preannouncement and well ahead of our original outlook of $15 billion," said (Founder, Chairman of the Board, President & CEO Charles Liang), tying the quarter’s surge to customers adopting "our AI and IT total solutions" and emphasizing that "our Data Center Building Block Solution, DCBBS, are central to this growth." Liang said profitability improved with mix and DCBBS contribution, stating, "Non-GAAP gross margin expanded by 330 basis points year-over-year to 12.8%." He also highlighted manufacturing expansion plans and output targets: "we are actively expanding our ph

SMCI Q1 FY2027 Earnings: Record Revenue, Higher FY Guidance and Margin Normalization

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495

JC888

11:02

SOFI's $32 peak : Rally or Pipe Dream ?

Earnings & Diversification Thesis On Tue, 27 Oct 2026, $SoFi Technologies Inc.(SOFI)$ announced its Q3 2026 earnings. It was a solid set of numbers. Coupled with management’s upwards revision of the bank’s 2026 outlook, sent the stock higher. Since earnings release, SOFI has climbed about +14.79%. (see below) Given the recent run over AI-related stocks, US market (in particular Nasdaq) has been rather volatile - affecting SOFI’s rally in the process. However, SOFI remains poised for a big move as the fintech is well positioned to diversify revenue and deliver profitable growth. Q3 2026 Earnings Report Card. Financial Highlights Net Revenue (GAAP) was $1.4 billion; this is up +44% YoY. Net Revenue (adjusted) came in at $1.37 billion vs Wall Str

SOFI's $32 peak : Rally or Pipe Dream ?

# SoFi Beats on Both Lines: Can the 13% Rally Run Further?

TOPJC888: Hi, My Pick post for today. Hope you like it. Help to Like & Repost pls - its important to me & it enables more people to read the post. Thanks v much..

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263

daz999999999

11:05

US$1 Trillion For SpaceX (SPCX) To Build AI 🥲🎉🚀✅🥸🤩

$SpaceX(SPCX)$ Pershing Square Capital founder Bill Ackman says Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk‘s ambitious data center and AI compute goals could lead to the company acquiring unprecedented levels of debt. Elon Musk May Need to Borrow $1 Trillion During an appearance at an event in Mexico City on Saturday, Ackman was asked whether he believed that the amount of spending and debt required to build AI infrastructure was sustainable. “I think it is sustainable because intelligence is an enormously valuable asset,” and that the demand for compute will be sustained. Read Also: Elon Musk Blinks? Tesla’s Terafab May Reportedly Lean on TSMC After All Ackman also said that “the hypers

US$1 Trillion For SpaceX (SPCX) To Build AI 🥲🎉🚀✅🥸🤩

# 800G to 1.6T — Can Coherent Protect Margins?

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Pinkspider

10:45

ELECTION DAY

ELECTION DAY FUTURES UPDATE: 1. S&P 500: -0.9% 2. Dow Jones: -0.5% 3. Nasdaq 100: -1.9% 4. Crude Oil: -1.0% 5. Gold: +0.7% The Nasdaq 100 is now trading at its lowest level since July 26th. Markets are pricing-in a near-certain Democrat "sweep."

ELECTION DAY

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102

Pinkspider

11:00

BREAKING: The S&P 500 is now on track to open below 7,500 for the first time since July 31st as markets price-in a Democrat victory in both the House and Senate. Nasdaq 100 futures are now down more than -2% tonight.

BREAKING: The S&P 500 is now on track to open below 7,500 for the first time since July 31st as markets price-in a Democrat victory in both the Hou...

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Kentzw

11-03 14:03

Stocks to Watch as AI Spending Fears Build

US markets are entering another important trading session, with investors balancing AI spending concerns, earnings announcements and uncertainty surrounding the US midterm elections. Monday’s session ended with mixed results. The S&P 500 slipped 0.52%, while the Nasdaq fell 1.1%. Technology and AI-related shares remained under pressure, suggesting investors are becoming more selective about companies exposed to the AI investment cycle. Here are five stocks I am watching today. 1. $Advanced Micro Devices(AMD)$ – The Biggest Earnings Test AMD is at the top of my watchlist ahead of its earnings announcement after today’s market close. The company has guided for approximately $13 billion in quarterly revenue and a non-GAAP gross margin o

Stocks to Watch as AI Spending Fears Build

# 💰Stocks to watch today?(4 November）

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273

Coco made me do it

11-03 19:43

AXP 3Q26: Solid Print, But the Flywheel Is Getting More Expensive

AXP $AXP Energy Ltd(AXP.AU)$ reported a solid 3Q26. Revenue rose 9% to $20.06B. Adjusted EPS rose 13% to $4.68. Card fees rose 16%. Credit improved. But GAAP EPS rose 31%, and about $1.11 of that came from the GBTG equity sale. The headline overstates underlying momentum. Our concern is not demand. It is flywheel economics. CMS/card fees rose to 68% from 58%. Benefit costs are absorbing more of each card-fee increase. NIM expansion is deposit-driven and near its limit. At 16-17x forward P/E, the stock looks fairly valued. We stay Neutral. Earnings quality: The 31% GAAP EPS growth isn't the right operating benchmark. Adjusted EPS +13% is. Three one-offs boosted GAAP: the GBTG sale, provision release, and a lower tax rate. Provisions fell to $985M

AXP 3Q26: Solid Print, But the Flywheel Is Getting More Expensive

# 💰Stocks to watch today?(4 November）

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Deonc

11-03 19:45

Shy Alphabet shares drops nore then 10%

$Alphabet(GOOG)$

$Alphabet(GOOGL)$ the drop is not one bad number but a Q3 report (released after the close on 2026-10-28) that hit three nerves at once — search advertising decelerated, AI capex is still climbing, and free cash flow fell sharply. The stock gapped from $324.89 on 10-28 to $283.82 on 10-29 (−12.6% in a day), the worst session since March 2020, and has kept drifting to $278.99 What actually happened in the numbers Item Detail Q3 revenue ~$119.8bn, +24.2% YoY (revenue growth itself was fine) Search ads Growth slowed to the weakest in five quarters — the core cash-cow engine Capex Plans kept a

Shy Alphabet shares drops nore then 10%

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256

Coco made me do it

11-03 19:51

ServiceNow (NOW) Q3 2026: The Demand Is Real, but the "Perfect Setup" Just Broke

The market wanted perfection. Despite a strong earnings beat, the stock fell 24% on earnings day. Why? Because after a 66% YTD run fueled by the AI narrative, expectations were flawless. The 24% drop isn't about demand collapsing. $ServiceNow(NOW)$ It's a brutal valuation reset triggered by decelerating cRPO guidance and accounting optics. The underlying business is firing on all cylinders: $5M+ net new ACV deals surged 135% YoY to 19 deals, and the annual AI ACV target was raised to $1.7B. But the stock is now paying the price for a compressed margin profile and a cautious Q4 guide. 1. Why the 24% Drop? The "Triple Whammy" of Optics If deals are surging, why did GAAP net income plummet 45% to $277M and GAAP subscription gross margin fall from 80%

ServiceNow (NOW) Q3 2026: The Demand Is Real, but the "Perfect Setup" Just Broke

# 💰Stocks to watch today?(4 November）

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309

Kelvin 梁

07:06

$SPDR S&P 500 ETF Trust(SPY)$ SPDR S&P 500 ETF Trust (SPY) watchlist put hedges are expensive relative to recent history. The 30-day IV is 21.44% , at the 84.06th percentile , and IV is 1.94× the historical-volatility reference. That means buyers are paying a substantial volatility premium for protection rather than simply paying for expected realized moves. Using the 2026-12-04 expiry—about 30 days out—with SPY at US$754.35 : Put strike Moneyness vs. spot Bid–ask Mark premium Approx. cost per 100-share contract Premium as % of SPY spot Breakeven at expiry 750 put 99.42% US$11.84–11.93 US$11.89 ~US$1,189 1.58% US$738.12 730 put 96.77% US$6.88–6.92 US$6.89 ~US$689 0.91% US$723.10 700 put 92.80% US$3.35–3.38 US$3.36 ~US$336 0.45% US$696

SPY

11-04 07:05

USSPDR S&P 500 ETF Trust

Side	Price \| Filled	Realized P&L
Buy Open	756.26 0	-0.54% Holding

SPDR S&P 500 ETF Trust

$SPDR S&P 500 ETF Trust(SPY)$ SPDR S&P 500 ETF Trust (SPY) watchlist put hedges are expensive relative to recent history. The 30-day IV is 21.44% ,...

TOPfizzloo: 1.94x IV/HV is rich, but not panic-level rich. The real test is whether realized vol catches up before theta bleeds the 750s.

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Kelvin 梁

08:57

Conditional view: RKLB strangles look expensive in absolute terms, but not clearly “overpriced” versus their own recent volatility history. The important distinction is that the 30-day IV of 89.27% is high, yet its IV percentile is only 33.47% —so this is not near the top of its recent IV range. Rocket Lab (RKLB) watchlist closed at US$54.43 on 2026-11-04 , up 4.53% . Volatility premium: 30-day IV is 1.24× historical volatility , meaning implied volatility is pricing a 24% premium to the historical-volatility reference. That makes long premium less forgiving if the post-launch move fades and realized volatility normalizes. But a major event remains: RKLB is scheduled to report 2026Q3 earnings after the close on 2026-11-09 . That is inside the 30-day window, so some elevated IV is rat

INTC, HOOD, SOFI, RKLB& ASTS Suffered the Great Pain

@Jake_Wujastyk：

Hello everyone! Today i want to share some technical analysis with you! 1 $AST SpaceMobile, Inc.(ASTS)$ First breakdown through this VWAP zone in over two years. 2 $Rocket Lab USA, Inc.(RKLB)$ Closed below the April 2025 pivot VWAP zone for the first time since the inception of the VWAP. 3 $SoFi Technologies Inc.(SOFI)$One of the few decent-looking monthly candle closes. 4 $Robinhood(HOOD)$ The monthly candle chart shows there's a lot of work to do here in November. Potentially large downside break if market weakness continues. 5

INTC, HOOD, SOFI, RKLB& ASTS Suffered the Great Pain

Conditional view: RKLB strangles look expensive in absolute terms, but not clearly “overpriced” versus their own recent volatility history. The imp...

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387

Tiger_Earnings

10:59

[Earnings Recap] AMD's AI Business Nearly Doubles. Chase or Wait?

Tuesday’s earnings drew a sharp line between companies accelerating into the AI buildout and high-valuation growth stocks that merely met expectations. AMD rallied after data-center revenue nearly doubled and its forecast beat estimates. Shopify moved the other way: 32% revenue growth and a profit beat could not offset small misses in sales and merchandise volume. Arista posted the largest move of the group as demand for AI networking equipment drove its fastest growth since going public. $Advanced Micro Devices(AMD)$ rose more than 5% after hours AMD designs processors and accelerators used in PCs, servers, game consoles and AI data centers. Third-quarter revenue climbed 45% to $13.38 billion, beating the roughly $13.1 billion consensus. GAAP dilu

[Earnings Recap] AMD's AI Business Nearly Doubles. Chase or Wait?

# Earning Season

TOPJerry Lam: 🎯 My choice is B: Wait for a pullback before buying AMD, but I'm optimistic about the AI infrastructure market in the long term! 🐯 AMD's earnings report was indeed impressive, with data center revenue growing by 97% and fourth-quarter guidance significantly exceeding expectations, indicating that demand for AI chips is translating into real revenue. However, I think Arista's performance is equally noteworthy. As AI clusters expand, they require not only more GPUs but also high-speed network connections. Future AI investment opportunities may spread from Nvidia to supply chain companies such as AMD and ANET. Shopify's decline serves as a reminder that even if overvalued stocks exceed earnings expectations, they may still experience a sell-off if their growth falls slightly short of market expectations. My strategy is not to chase the sharp rise after AMD's earnings report, but to wait for a pullback or sideways consolidation before making a phased investment. We will focus on observing the mass production progress of the MI450, data center orders, gross profit margin, and free cash flow. The AI market is not over, but the market is shifting from speculating on expectations to focusing on performance. Companies that are truly worth holding for the long term are those that can continuously transform AI demand into profits! 🐯

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309

Isleigh

07:22

AMD Jumped 8% After Earnings. Everyone Sees $17B. I'm Watching the 55% That Could Decide Its Next Rally.

AMD just delivered the kind of earnings report AI investors desperately needed. Revenue: $13.38 BILLION Up: 45% YoY. Adjusted EPS: $2.09 Against approximately: $1.95 EXPECTED. Data Center revenue: $8.55 BILLION Up: 97% YoY. And Q4 revenue guidance? $17 BILLION. Wall Street expected approximately: $16.23 BILLION. Then the stock exploded after hours. November 3 closing price: $483.90 Up: 3.65%. By around 6:04 p.m. ET, AMD was trading near: $521.35 Another: 7.74% AFTER HOURS. After last week's brutal selloff, this looks like precisely what the bulls needed. But I think the most important number in AMD's report isn't: $17 BILLION. It isn't: 97%. It isn't even: $2.09. It is: 55%. And that number could tell us whether AMD's next rally becomes sustainable or whether investors are about to confron

AMD Jumped 8% After Earnings. Everyone Sees $17B. I'm Watching the 55% That Could Decide Its Next Rally.

# Record Data Center Sales — Can AMD Turn Guidance Into Delivery?

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264

nerdbull1669

07:37

AMD Instinct MI450 & Helios System: Challenging Nvidia’s Data Center Hegemony

AMD’s Instinct MI450 accelerator and its companion Helios rack-scale system represent the company’s most credible challenge yet to Nvidia's data center dominance. Whether the MI450 can truly reset the AI chip trade depends on a high-stakes execution test across several key fronts. In this article, we would like to share our views covering $Advanced Micro Devices(AMD)$’s Instinct MI450, the Helios rack system, bull/bear cases, technical spec comparisons against Nvidia, and financial/valuation projections. 1. The Strategic Context: AMD's High-Stakes Imperative The market for artificial intelligence training and inference infrastructure has historically operated under a virtual monopoly. $NVIDIA(NVDA)$ Nvidia

AMD Instinct MI450 & Helios System: Challenging Nvidia’s Data Center Hegemony

# Record Data Center Sales — Can AMD Turn Guidance Into Delivery?

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263

nerdbull1669

09:26

Wall Street Trades Mixed Ahead of U.S. Midterm Results as Tech Earnings and Energy Slump Dominate Sentiment

S&P 500 edges up 0.36% to 7,568.92 amidst geopolitical caution, corporate earnings, and macro volatility. Wall Street traded mixed while investors monitored the U.S. midterm elections, key tech earnings, and a sharp drop in energy prices. In this article, we would be sharing how the market performed in terms of major U.S. indices. 11 $S&P 500(.SPX)$ GICS sector performance, $Advanced Micro Devices(AMD)$ Q3 2026 earnings official results and 10-Year treasury yield & commodities. Macroeconomic Landscape & Midterm Election Context Trading activity across floor and electronic exchanges on November 3 was defined by measured volume and calculated sector rotation. The overarching headline driver w

Wall Street Trades Mixed Ahead of U.S. Midterm Results as Tech Earnings and Energy Slump Dominate Sentiment

# 💰Stocks to watch today?(4 November）

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188

Wealth Wizard

11-03 10:13

$Frasers L&C Tr(BUOU.SI)$ 1. Introduction FLCT is a reasonable income holding with a credible recovery path, but it isn't a "sure rebound" story. Your loss shouldn't drive the decision. What matters is whether the distribution per unit (DPU) stabilises and then grows from here. The next checkpoint is the FY2026 results, which come out in early November. 2. The S-REIT landscape: why the sector has lagged Performance gap. As of early June, the FTSE ST REIT index was down about 6.7% year-to-date while the STI was up about 9.1%. By early September, REITs were still down roughly 7% while the STI was up more than 20%, driven by the banks. Rates are the swing factor. • 3-month SORA fell about 150bp year-on-ye

$Frasers L&C Tr(BUOU.SI)$ 1. Introduction FLCT is a reasonable income holding with a credible recovery path, but it isn't a "sure rebound" story. Y...

# Winning Trades

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438

Yx tan

11-03 13:06

$Alphabet(GOOGL)$ The successful launch of Sputnik 1 shocked the U.S. because it demonstrated Soviet advancements in space technology and intercontinental ballistic missile (ICBM) capabilities. In response, the U.S. significantly increased investments in science, technology, and education, leading to: • The creation of NASA in 1958. • The establishment of the National Defense Education Act (NDEA) to boost STEM education. • Increased funding for research and development in aerospace and military technology.

$Alphabet(GOOGL)$ The successful launch of Sputnik 1 shocked the U.S. because it demonstrated Soviet advancements in space technology and intercont...

# Winning Trades

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Aaronykc

11-03 13:32

$Tesla Motors(TSLA)$ tsla bounced off the 200 sma as support and made a new high of $414. I believe it will continue to make higher highs and higher lows in the near term. Do you think tsla can make a new all time high before 2027?

$Tesla Motors(TSLA)$ tsla bounced off the 200 sma as support and made a new high of $414. I believe it will continue to make higher highs and highe...

# Winning Trades

TOPchun fu: 。 I believe it will continue to reach higher highs and higher lows in the near future. Do you think Tesla can reach a record high before 2027?

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186

KLHuat

11-03 13:46

$Virgin Galactic(SPCE)$ guys, just a piece of advice. Do always to have the discipline to cut the loss, regardless of small the percentage it. Plan the trade, and trade the plan. Keep this trade for reminder!

$Virgin Galactic(SPCE)$ guys, just a piece of advice. Do always to have the discipline to cut the loss, regardless of small the percentage it. Plan...

# Winning Trades

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11-03 14:30

$iShares Core S&P 500 ETF(IVV)$ Patience is far more than a passive state of waiting; it is an active discipline of emotional regulation and long-term perspective. In an environment engineered for instant gratification, cultivating patience allows individuals to navigate uncertainty without resorting to impulsive choices. It operates as a psychological buffer against acute frustration, granting the mind necessary space for calm reflection rather than knee-jerk reactions. Crucially, high-value endeavors, such as building a meaningful career, fostering deep personal relationships, or mastering a complex skill, demand sustained commitment across extended timelines. True patience is not about enduring delay with bitter resignation, but maint

$iShares Core S&P 500 ETF(IVV)$ Patience is far more than a passive state of waiting; it is an active discipline of emotional regulation and long-t...

# Winning Trades

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