$NIO volvo ceo saying they completely lost the china battle, how would an european company even compete.. same goes for tesla. They wont make it in china. Chinese can see through the dim lighting an bullshit. Hyundai ceo saying that the ev worry days are completely done. The world is now fully embracing evs. Even here in smaller eu countries subsides and people buying. Just 6 months ago there was this denial and ah its all a sham and now people realized how much they can save on fuel, maintenance and of course the subsidy just made it impossible to ignore.. we had the hype cycle but now we entered the massive demand cycle. Companies that produce evs will soon be in a position to ask higher prices for bevs, since the order log will be long and no one will even think about hybrids or ice cars. This is 5-10 years or more of hyper growth and nio in the best stage, still small, growing strong, but great margins. Not to mention the swap side of business coming to fruition..

$CBRS There is no force capable of convincing someone to look beyond reality—you’ve bought into a massive bubble! The real question is whether you have the capacity to act intelligently. Many people had already warned about why these companies were launching their IPOs at that particular time; well, now you have your answer—and, as is typical in the market, you are the victim, and you’re the one footing the bill for the party!

🚨 $BYND: SHORT SELLING IS GETTING ATTENTION. FINRA data shows: 📊 Oct 21 short volume ratio: 69.47% 📊 Oct 22: 64.96% 📊 Oct 23: 54.67% The ratio dropped sharply on Friday. Is selling pressure fading — or is this just a pause before another leg down? Watch PRICE + VOLUME, not the short ratio alone. No squeeze is confirmed. 👀

📉➡️📈 $DVLT TECHNICAL WATCH The indicators are telling an interesting story: RSI(14): ~49.3 — neutral MACD: ~-0.001 — still bearish 5-day SMA: ~$0.133 50-day SMA: ~$0.136 200-day SMA: ~$0.149 Translation? Short-term stabilization is possible, but the broader trend has NOT confirmed a reversal. The level I'm watching first: $0.136–$0.140. Breakout + volume = stronger evidence. Rejection = caution. No confirmation, no blind bullish bias.

👀 $APLD — IS SELLING PRESSURE COOLING? Short volume ratio dropped from 63.80% to 56.53% in the latest session. Total volume also declined. Now watch for: ✅ Price stabilization ✅ A volume-backed breakout ✅ Follow-through buying No confirmation, no assumption. 📈

$CRWV McGuire Investment Group increased its CoreWeave stake by 1,630.4% during the third quarter, purchasing 38,723 shares to bring its holdings to 41,098 shares valued at approximately $3.58 million. Several other institutional investors also raised their positions, while analysts maintain a consensus “Moderate Buy” rating and an average price target of $130.31

$RDDT reports Q3 Thursday after the close. Zacks consensus sits at 1.30 dollars of EPS on 886.35 million dollars of revenue, revenue up about 52% from a year ago. Reddit has beaten the EPS consensus eight quarters in a row. Q2 was 1.25 dollars vs 0.95 expected, on revenue up 61%. Different setup this time though. The stock closed at 153.34 dollars on Oct 21, well below its 263.50 dollar 52-week high, and options are pricing a double-digit move on the print.

$ORCL Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater. Is one of the reasons why the stock is down so much? Fiscal 2026 Executive Compensation Breakdown. Have a search yourself and see if this is true? Clayton M. Magouyrk (Co-CEO):• Total Compensation: $627.5 million • Base Salary: $942,000 / $950,000 • Stock Options: $621.7 million (grant-date fair value; target equity award of $250 million) Michael D. Sicilia (Co-CEO):• Total Compensation: $256.61 million (includes a $100 million target equity award)

$VKTX The only WL assets late stage left are VKTX and KLRA. VKTX is pretty much derisked while KLRA still has huge uncertainty. If KLRA fails to deliver on their results for any reason whether WL or tolerability this puts VKTX which is already in a strong position in a even stronger one. In chess terms this would be a check mate to everyone else from vktx. Youd have the only remaining all round BIC differentiated drug late stage in a 100b plus market just sitting there while Eli lilly, Novo, Abbv, PFE… etc just sit there and watch. With a lot of BP patents expiring too this would be the only real ticket to compete in the biggest market. There would be nothing else. It would be the only ticket left and it’s the golden ticket too. Interesting times ahead.

$AXSM while all eyes are on the Nov 2nd EC and an update on ADA ramp, i asked an AI engine to summarize competitive positions of several pipeline products, incl. 12, 14 and solriamfetol for ADHD and BED, assuming eventual approval. Loos like the portfolio is very competitive based on specific attributes the products would bring to the market and further diversify the company's commercial base.

$IREN For those wondering in regards to debt, cash, etc: $NBIS $APLD $CRWV

$KEEL I keep seeing people compare KEEL to CoreWeave and Nebius, and I think that's where a lot of the confusion starts. KEEL was never supposed to be CoreWeave. It was never supposed to be Nebius. Those companies are compute providers. They buy GPUs, deploy clusters, compete on pricing, chase utilization rates, and have to prove they can generate returns on billions of dollars worth of AI hardware. If AI spending slows or GPU economics deteriorate, those businesses feel it directly. KEEL's business model is different. They're developing and owning power-rich data center campuses. Their job is to secure land, power, permits, infrastructure, and connectivity, then lease that capacity to whoever needs it. The eventual tenant could be a hyperscaler, a neocloud provider, an enterprise customer, or somebody nobody is talking about yet. The important asset isn't the GPU. It's the megawatts.

$CRWV JUST OUT Investor Michael Burry agreed with the Founder, CEO, and Co-Chief Investment Officer of Citadel LLC, Ken Griffin‘s assessment that graphics processing unit (GPU) prices will fall due to overcapacity, stating the outcome is apparent to anyone with a “working brain cell.”

Jeremiah Gilbert (Power Engineer at Idaho National Laboratory) captures the on-site commissioning of an official U.S. DoD/DoW energy resilience microgrid featuring $EOSE. This project was formally detailed by the U.S. Army on October 22, 2026.

$ONDS 🚨 Drone warfare is evolving. Fast. U.S. Special Operations personnel recently evaluated DUMBO, an acoustic drone detection system, during SOCOM REPTILE 2026 in Mississippi. The trials included: → FPV drones → Fiber-optic drones → Coordinated 5-drone swarms → Simultaneous detection of multiple drones The battlefield is changing. And detecting the threat may be just as important as stopping it.

🚨 $IBRX: LOOK AT THESE NUMBERS. FINRA short volume data is showing some serious activity. 📊 Oct 14: 67.17% 📊 Oct 15: 63.16% 📊 Oct 16: 63.08% 📊 Oct 22: 62.31% 📊 Oct 23: 58.43% Multiple sessions above 60%. The big question: Is this just routine market-making activity, or is something bigger developing? Watch the volume. Watch the catalysts. Stay alert. 👀

WATCH THE STARSHIP ANGLE ON $ASTS. Piper Sandler's bull case projects AST SpaceMobile could access: 🚀 5 Starship launches in 2029 🚀 10 in 2030 🚀 20 in 2031 If Starship delivers on its potential, launch capacity could become a major growth lever for ASTS. Big upside potential. Big execution risk.

$IREN: The market is pricing in the risks. But is it pricing in the opportunity? 👀 Here's what bears might be overlooking: ⚡ $4B in contracted ARR for 2026 capacity 🏗️ 5+ GW data center development pipeline 🤖 Microsoft AI infrastructure deployment 🌍 A new 300MW AI campus planned in Spain IREN isn't just a Bitcoin mining story anymore. It's a bet on the infrastructure powering the AI revolution. The real question isn't whether AI demand will grow. It's whether IREN can execute fast enough to capture it. November 5 earnings could be an important checkpoint. Is $IREN a falling knife or an asymmetric opportunity?