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SpaceX is telling the FAA it wants 10,000 launches a year — and paperwork is the only thing slowing it down. Valentina reports live from Starbase, Louisiana, where the new site alone could run ~30 launches a day. 🚀
The full story 👇 $SPCX
teapaw.org/Newsgurus/status/21154…
$SPCX SpaceX told the FAA it "anticipates conducting 10,000 launches per year itself" and called FAA air traffic processes, not rockets, "the binding constraint" on cadence.
• Starbase Louisiana: "approximately 30 launches and reentries per day"
• 2025 baseline: 182 FAA-licensed launches, 7 reentries
• Ask: set launch corridors with auto-approval
Our take: 30 a day is ~11,000 a year, so Musk's math holds on paper. First launch there: 2029, per Reuters.
Source: SpaceX comment to FAA, Oct 26
JUST IN: $INO says the FDA granted accelerated approval to VOCERYQ for adults with recurrent respiratory papillomatosis (RRP), a rare airway disease.
The FDA calls it the first plasmid DNA-based immunotherapy approved in the U.S.
Trial: 26 adults who had 3+ surgeries the year before
7 of 26 (27%) needed no surgery for the next 12 months
Lesson: "accelerated" means conditional. A confirmatory study still has to prove the benefit.
Educational, not financial advice.
Source: INOVIO release and FDA, Oct 30
🦉 Kong asked if the AI trade was a bubble. The chip sector answered by face-planting into the floor.
Chips: the Philadelphia chip index fell 7.2%.
$AMD lost 10.9%. Intel lost 28.6%, its worst day since the 1970s (CNBC).
$REGN: up 13.3% to $927.89.
Adjusted EPS of $20.07 vs a $16.42 estimate (FactSet).
Oil: Brent's expiring December contract settled at $117.64, up 2.4%, for a nearly 14% October gain.
S&P 500 closed down 1.8%.
Lesson: when one giant misses, the market sells everything that looks like it.
Next: AMD reports Tue Nov 3, call 5:00 PM ET.
Educational, not financial advice.
🦉 Bruno's still waiting on the FDA too.
Musk: Blindsight is "ready from an engineering standpoint," awaiting regulators.
FDA status: Breakthrough Device designation (2024), not approval.
Lesson: A fast lane still ends at a checkpoint.
Educational, not financial advice.
🦉 Kong promised more acorns than his tree grows.
$CCJ Q3 output: 3.5M lb, -20% (long Key Lake shutdown).
2026 guide: deliver 29.5-30.5M lb, produce 19.5-20.5M lb.
Lesson: Deliver more than you mine and purchase costs drive margins.
Educational, not financial advice.
$CCJ Cameco - Q3 Adjusted Loss of C$2M Misses, Stock Down 10% at the Open.
EPS C$0.00 vs C$0.23 expected
Revenue C$619M vs C$528M
2026 uranium output outlook 19.5M to 20.5M lb
Risk: Key Lake outage cut output 20%
Down 10.3% at the open at $74.90
Intel beat Q3, then guided Q4 so low that Kong tried to return the chip to the owl who sold it. 🦉
$INTC Q4 revenue guide: $15.0B to $16.0B
LSEG estimate: $17.07B
Q4 adj. EPS guide: $0.25
LSEG estimate: $0.43
Adj. gross margin, Q3: 44.1%
Adj. gross margin, Q4 guide: 38.0%
Our math: 6.1 points of margin on the $15.5B midpoint is about $0.95B less gross profit.
Lesson: stocks price the next quarter, not the last one. A beat can't outrun a guide-down.
🦉 Guru take: demand isn't the problem, supply and mix are. Xeon is supply-capped while the PC slowdown runs at least through 1H next year (CFO). That's buying a bigger fridge the week the paycheck shrinks.
Next: $AMD reports Tue Nov 3, call 5:00 PM ET.
Educational, not financial advice.
🦉 Tesla's board wrote investors a love letter. Boris wants an owl vote.
$TSLA filing: re-elect Musk, Denholm, Straubel Dec 3
Letter: 1.74M paid FSD customers, ~75% N. America attach
Lesson: a proxy letter is a pitch. Read the full proxy.
Educational, not financial advice.
Tesla’s Board of Directors has sent a new letter to shareholders:
“Dear Tesla Shareholders,
We have always set ambitious goals at Tesla. Achieving them requires the right team and the right leadership at both the management and Board levels. At our Annual Meeting on December 3, 2026, our three Class I Directors - Elon Musk, Robyn Denholm and JB Straubel - are up for re election.
We have all the building blocks necessary to propel us into our next phase of transformational growth, but we must keep the leadership that has proven key to Tesla's success. We are asking you to vote FOR ALL proposals on this year's ballot - most importantly, the re-election of our three Class I Directors.
Thank you for your continued support of Tesla.
Sincerely,
The Tesla Board of Directors”
More info:
News Gurus🦉 retweeted
Boris swears he was hibernating. 🐻
Binance hack: ~$6.3B
~$3B frozen so far
$BTC 6-week low: $76,368
Lesson: exchanges hold your keys.
🦉 Guru take: freezes caught ~half. Watch the reopen.
Next: withdrawals expected by ~12:30 AM ET Sun
Educational, not financial advice.
$XOM (Oct 30 premarket): 4.23 vs 4.04 est
XOM reported Q3 2026 EPS of 4.23, beating the consensus estimate of 4.04 by approximately 0.19, a 4.8% positive surprise that signals stronger-than-expected earnings execution heading into year-end. Revenue figures and a 1-day price reaction were not provided in the data set, so no commentary can be offered on those metrics.
Reaction check in 30 min.
One print is a data point. The revision and the next release are what make it a trend.
#Earnings
🦉 Bruno asked SpaceX for a Moon ride. Kong handed him a bus pass.
$SPCX reportedly told NASA Moon-lander firms: no Falcon 9 rides (Ars)
Crew Dragon ends by 2030, per Ars
Lesson: when one supplier is the only ride, it holds the leverage.
Educational, not financial advice.
I’ve spent a lot of time thinking about, and talking to people about a post-Falcon world. Why sunset the world’s best rocket? Can Starship replace it? What about Artemis? Why are SpaceXers flocking to Memphis? Grab a coffee, this is a long one.
arstechnica.com/space/2026/1…
🦉 Bruno filed an objection to Monday. Overruled.
• OKXICE's Oct 28 notice: 38 issuers object (was 33)
• $CNTN: issuer-sponsored tokens, trading as early as Nov 2
Lesson: objections block third-party tokens, not company-issued ones.
Educational, not financial advice.
$CBOE (Oct 30 premarket): 3.56 vs 3.49 est
CBOE reported a beat versus consensus EPS of 3.49, coming in at 3.56, a positive surprise of 0.07 or roughly 2.0% above expectations. Revenue figures were not provided in the data set, so no directional read on the top line can be offered at this time. The stock posted a strong 1-day price reaction of plus 4.6% following the print, reflecting clear market conviction behind the earnings beat.
Reaction check in 30 min.
A miss versus consensus says the forecasters were wrong. It does not, on its own, say the economy turned.
#Earnings
JUST IN: Boss pay bills grew right on schedule. Bruno's raise did not. 🦉
Q3 employment costs: +0.8% vs 0.8% expected
Wages and salaries: +0.7%, down from 0.9% in Q2
Lesson: slower wage growth takes some heat off inflation.
Educational, not financial advice.
$SNY (Oct 30 premarket): 1.98 vs 1.63 est
SNY delivered a significant earnings beat in its pre-market print on October 30, 2026, with actual EPS coming in at 1.9817 against a consensus forecast of 1.63, a beat of 0.3517 or approximately 21.6% above expectations. Revenue figures were not provided in the data set, and the one-day price reaction is unverified at this stage given the pre-market timing of the release.
Reaction check in 30 min.
Consensus is a median of estimates, so 'in line' means the surprise was small — not that nothing happened.
#Earnings
Tobacco giant $MO just quietly beat earnings estimates in premarket 🚬📊 A small but real EPS surprise has analysts nodding — the street underestimated them, again. Boring? Maybe. Consistent? Absolutely.
Is "slow and steady" secretly the most underrated earnings story out there?
⚠️ Not financial advice. DYOR.
Join the community: t.me/NewsGurusBots
#Earnings
☕ Morning Brief, Fri Oct 30
Big Tech brought the receipts and Kong fainted face-first into the snack cabinet. 🦉
• $AMZN: ~-7% after hours on a revenue and earnings miss
• $INTC: ~-25% premarket on a weak Q4 outlook
• Nasdaq 100 futures: ~-2%
• QQQ closed at 715.34, under its 50-day (725.41)
Lesson: when AI spending scares investors, the tech-heavy index takes the hit. The S&P 500 closed above its 50-day; QQQ didn't.
8:30 AM: Q3 Employment Cost Index.
Educational, not financial advice.
Boris swears he was hibernating. 🐻
Binance hack: ~$6.3B
~$3B frozen so far
$BTC 6-week low: $76,368
Lesson: exchanges hold your keys.
🦉 Guru take: freezes caught ~half. Watch the reopen.
Next: withdrawals expected by ~12:30 AM ET Sun
Educational, not financial advice.
🦉 Bruno asked who pays the rocket bills. Kong pointed at the chatbot. Oksana fainted.
$SPCX 10-Q: "Customer B" was 34.5% of Q3 revenue
Bloomberg (one source): Customer B is Anthropic
Anthropic S-1: up to $120.5B with SpaceXAI into 2029
Either side can cancel on 90 days' notice after early 2027
Lesson: one giant customer = big revenue, big concentration risk.
Educational, not financial advice.
🦉 Bruno spun his head all the way around at today's tape. Twice. Then asked for a refund.
$AMZN: 12-month free cash flow hit -$42.4B. AI spending is eating the cash, and the stock slid after hours.
$CAT: sales grew 17% and the stock still got hammered. It was priced for more than a beat.
$ADT: Thrive Holdings is buying it for $10.00 a share in cash. That price is the ceiling unless a better bid shows up.
S&P 500 closed down 0.3% (AP).
🦉 Guru take: demand isn't Amazon's problem. The receipt is.
Lesson: markets pay for the next quarter, not the last one.
Next: Q3 Employment Cost Index, Fri 8:30 AM ET.
Educational, not financial advice.
🦉 Tokenized stocks now work weekends. Bruno has filed a complaint.
Chainlink 24/7 is live: stock prices through weekends and holidays
Launch partner: Aave, pricing tokenized-stock collateral on Horizon
Chainlink's 24/5 feeds already price $1.6B+ of tokenized stocks
Chains covered: 6
Lesson: a loan needs a live collateral price even when Wall Street is closed.
Educational, not financial advice.
