To The Moon

The headline number looks impressive. The real story is what’s driving it. According to FactSet, the S&P 500’s blended third-quarter earnings growth rate is expected to reach 29%. But five companies stand out as major contributors: Micron (MU), Nvidia (NVDA), Meta Platforms (META), EchoStar (SATS) and Boeing (BA). At first glance, this looks like another strong earnings season. However, these companies are benefiting from very different circumstances, and investors should understand the difference. 💾 1. Micron (MU): The Memory Chip Boom Micron has benefited from tight memory-chip supply and strong demand, particularly as AI infrastructure requires increasingly sophisticated memory solutions. Its August-quarter earnings reportedly increased by more than 1,000% year over year, according

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The AI trade is entering a new test. This time, big promises may not be enough. After a turbulent week for technology stocks, investors are becoming more selective about where they put their money. Concerns about inflation, elevated valuations and the sustainability of AI spending have put pressure on the Nasdaq. The market is increasingly asking whether the enormous investment in artificial intelligence will translate into lasting profits. That makes the upcoming earnings reports particularly important. For companies associated with AI, simply announcing new products or reporting strong revenue growth may not be enough to satisfy investors. Markets want evidence that demand is real, customers are willing to pay, and the resulting earnings can justify current valuations. Here are five stoc

For week ending Fri, 16 Oct 2026, US stock market delivered highly split performances, heavily dragged down by a sharp tech sector sell-off. The tech-heavy Nasdaq Composite tumbled -4.5% to close at 26,140.03, while the benchmark S&P 500 index fell -1.9% to 7,659.44, marking the worst weekly drops for both indexes since June 2026. In contrast, the Dow Jones index bucked the downward trend, gaining +0.7% to finish at 52,002.41 behind strengths in defensive value, financials, and healthcare. (see below) US market downturn was primarily driven by hot consumer inflation data and intensifying credit concerns over the long-term profitability of massive AI infrastructure investments. These AI and debt jitters battered semiconductor companies, pushing the

$Tesla Motors(TSLA)$  is heading into earnings with something to prove. After falling nearly 30% from its December high, the stock remains under pressure. Investors are now looking for evidence that Tesla can stabilise its core automotive business while funding its ambitious expansion into AI, robotics and autonomous driving. The options market is signalling the potential for a significant move after earnings. But the bigger question is whether Tesla’s financial results can support a sustained recovery. 📊 1. Revenue Growth Is Under Pressure According to Benzinga, analysts expect Tesla to report approximately $28.1 billion in quarterly revenue, broadly flat compared with the same period last year. Earnings per share are forecast at $0.45,

$Circle Internet Corp.(CRCL)$   CRCL ended the week at $82.22, down 5.46% on Thursday after trading as high as $87.52 and as low as $80.62. That looks ugly. But underneath the price action, Circle just delivered one of the more interesting fundamental developments of the week: it plans to expand into roughly 40 additional emerging and developing markets, while USDC adoption continues moving beyond crypto trading toward payments and settlement. So next week sets up a fascinating conflict: Fundamentals are expanding. The stock is contracting. My question is whether that divergence finally closes. 🔴 WHY CRCL COULD NOT HOLD $87 The chart tells us something important. CRCL managed to rally from roughly $75 to $87+, but sellers immediately returned

Wall Street ends the week under pressure as investors rethink the AI rally and shift toward more defensive sectors. Friday brought another sharp reversal in market sentiment. Technology stocks came under heavy selling pressure, dragging the Nasdaq lower and raising fresh questions about the sustainability of the AI-driven bull market. But beneath the headline losses, another story is unfolding: investors are increasingly looking beyond technology for opportunities. Stocks NASDAQ LEADS THE DECLINE The major indexes finished Friday in the red, with tech stocks bearing the brunt of the selloff. $NASDAQ(.IXIC)$ : −2.14% on Friday, −4.5% for the week S&P 500: −1.09% on Friday, −2.0% for the week Dow Jones: −0.34% on Friday, but +0.7% for the week

Andrej Karpathy had a really interesting post on X over the weekend: Here’s the tweet in a visual funnel format I think this diffusion question is a really important one. In particular, how quickly does AI diffuse? What Karpathy’s X post shows (in his opinion) is that diffusion is happening slower. PNC research shows that only ~2% of US households are paying for some sort of AI service. What is the diffusion gap? It’s the delta between what you can accomplish with models (ie how powerful they are) and how the average person uses models. Here’s why I think it matters. A big question in the market today is “will the revenues match the promised CapEx commitments.” It’s a big reason why all the semi-cap stocks got clobbered this week, and questions like “Will