(UC Berkeley BA; Golden Gate University, MS (Business/Taxation; MBA) Long Position Bias,Trading/Investing (Note: I post ideas and events; not investment advice)
Joined December 2011
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Risk of Iran war escalation remains high despite Demo sweep in U.S. midterm elections cnb.cx/4ioIQus
Tensions remain high in the Middle East, with the Gulf states still bracing for escalation, analysts say.
The Democrats’ options are limited until they take control of Congress in January.
And Trump has reiterated that he will not allow Iran to have a nuclear weapon
Nvidia CEO was romantically involved with alleged Chinese spy, U.S. memo says: FT seekingalpha.com/news/466873…
Trump administration believes Nvidia’s (NVDA) CEO, Jensen Huang, had a romantic relationship with a Chinese woman who allegedly served China’s main intelligence agency as a spy, The Financial Times reported on Saturday, citing a government memo.
11-07-26
Democrats win the Arizona House, Senate and governor's office for the first time since 1966 yahoo.com/news/politics/arti… via @@YahooNews
Nvidia, AMD and other chip stocks rebound — but is relief from the ‘violent’ selloff only temporary?
marketwatch.com/story/nvidia… via @MarketWatch
Stifel analyst Brian Chin said uncertainty around future data-center spending could keep chip stocks volatile for some time.
Texas Governor-elect Gina Hinojosa eased fears by stating she is not ruling out data centers but wants protections for Texans.
Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain cnb.cx/4emwEbe
(An) A.I. market that’s showing signs of strain due to rising borrowing costs, hefty debt loads and concerns about whether the buildout will slow down.
Microsoft is looking to shrink the number of neoclouds it counts as partners, according to people familiar with the matter.
M Kucala MS,MBA retweeted
Trading does not work for us at the Club. That old “Jim Cramer” is gone. We can make a lot more money by being patient. Like Nvidia, where we’ve made millionaires.
'A blowout':
US added 165,000 jobs in October NFP jobs data report , trouncing expectations finance.yahoo.com/economy/ar…
The US added 165,000 jobs in October, blowing past economists' expectations, as the labor market showed strength despite the Federal Reserve's recent rate hikes.
The unemployment rate ticked down to 4.1% even amid a slight increase in labor force participation. September's underwhelming jobs report of 29,000 additions was also revised upward to a gain of 60,000 jobs.
Heather Long, chief economist at Navy Federal Credit Union, deemed the results "a blowout" in a post on X.
U.S. economy added 165,000 jobs in October, way more than expected; unemployment rate at 4.1% cnb.cx/4BEb9fU
The October NFP jobs report is out Friday. Here's everything to expect cnb.cx/3WnDneR
NFP posts later at 8:30 AM ET
The Bureau of Labor Statistics will release the October nonfarm payrolls Friday, with economists expecting growth of 59,000 jobs.
Despite the expectation of low gains, the unemployment rate is forecast to hold at 4.2%.
Stock futures fall after Nasdaq slips into correction; traders await big payrolls report cnb.cx/4iwTiig
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The Non-Farm Payrolls (NFP) report releases on Friday, November 6, 2026, and covers data from October 2026.
Consensus Forecast & Details
Covered Month: October 2026
Release Date & Time: Friday, November 6, 2026, at 8:30 AM ET
NFP Job Growth Consensus: +65,000 net new jobs
Unemployment Rate Consensus: 4.2%
Average Hourly Earnings Consensus: +0.3% month-over-month (approx. 2.9% year-over-year)
Tech stocks log worst day since 2020 as carnage comes to the AI trade
marketwatch.com/story/tech-s… via @MarketWatch
S&P 500 loses an estimated $2.9 trillion in market capitalization, the largest one-day loss of market value on record
market drop triggered massive deleveraging and margin calls, forcing investors and hedge funds to sell off their positions across sectors.
Democrats to probe JPMorgan's relationship with Epstein when they take Senate control cnb.cx/4Ad6GiI
Micron (NVDA, SNDK) and other chip stocks slip as election results strike at the core of data-center optimism
marketwatch.com/story/micron… via @MarketWatch
Nvidia and other chip stocks fell after Democratic election victories raised questions about the long-term outlook for the AI data-center buildout.
Democrat Gina Hinojosa won the Texas governor’s race after campaigning on a data-center construction moratorium.
D.A. Davidson analyst Gil Luria said the election outcome means data centers will become more expensive to build, which could slow the U.S. buildout.
Oil prices are in freefall now that the Demo sweep is ‘rewriting the Iran playbook’
marketwatch.com/story/oil-pr… via @MarketWatch
Oil prices dropped sharply on Wednesday as investors bet that a Democratic sweep in the midterm elections could lead to a quicker end to the Iran war.
Global oil prices fell nearly 9% to $94.46 a barrel, putting Brent crude on track for its largest one-week decline since 2020.
U.S. Vice President JD Vance blamed the Republican midterm losses on the Iran war in a post on X.
Trump committee hearing on Fed Governor Lisa Cook rescheduled to Dec. 14 cnb.cx/3UemCCf
A special committee appointed by President Donald Trump has rescheduled a hearing for Federal Reserve Governor Lisa Cook for Dec. 14, a White House official said.
Trump in early October established a “committee of inquiry” to investigate allegations that Cook made false statements related to “one or more mortgage instruments.”
Dow futures surge 800 points after decisive win by Demos in U.S. midterms cnb.cx/3UwyS10
Demos won majorities majorities in both the House of Representatives and Senate and scored victories in key gubernatorial races, including in Texas.
Demos will now be a check on the policies of Trump, who’s enacted ...... tariffs ..that boosted inflation.
AI stocks slide as Texas governor result raises data center risks cnb.cx/4BFJB9U
Demo Gina Hinojosa won the Texas governor’s race after campaigning for tougher limits on data center development.
Futures fall on speculation Demos to win big in midterms cnb.cx/3UwyS10
Kalshi odds for Democratic Senate control increased to above 90%, showing traders were increasingly betting on a big night for Democrats.
Odds for Democratic control of the House, which was largely expected, jumped to 99% for Democrats.
