AI-Led Investor | Chartered Accountant ACA | Ex-KPMG | 🇮🇪
Joined March 2013
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Oil $USO is a much more important chart than CPI today. This rolls into upcoming months of CPI reductions.
Rate hikes etc should be forward looking when the biggest input has been collasping in the last few weeks.
70% chance the market bounces back today 👀🐂
Its pretty mental that inflation comes in 0.1% over estimates & the chart looks like we just hit Iranian bridges.
The market is punch drunk & living on edge. Its been a battle every day & many looking to nuke positions at the first hint of trouble.
In reality with oil dropping like a stone, this CPI doesnt mean alot on it own.
We need the Iranian war to end though. Thats the only escape from this madness #Trump #CPI $SPY
The Wise Adapter 🦉 retweeted
We should be in the midst of one of the hottest bullruns in history.
Economy strong, unemployment collapsing, stocks fundamentals exceptional.
Yet instead, through Donald Trumps pursuit of a Nobel Peace & Narcissitic agenda we hit mine after mine.
One man given power to destroy economies 🤔 #CPI $SPY $QQQ
Oil $USO is a much more important chart than CPI today. This rolls into upcoming months of CPI reductions.
Rate hikes etc should be forward looking when the biggest input has been collasping in the last few weeks.
70% chance the market bounces back today 👀🐂
We should be in the midst of one of the hottest bullruns in history.
Economy strong, unemployment collapsing, stocks fundamentals exceptional.
Yet instead, through Donald Trumps pursuit of a Nobel Peace & Narcissitic agenda we hit mine after mine.
One man given power to destroy economies 🤔 #CPI $SPY $QQQ
Its an important day for the market.
CPI inflation is released at 8.30am EST/1.30pm UK
Expectations 0.3% MoM increase.
Remember:
One day moves can be temporary , two day moves can be trend changes.
Encouraging updates in Iran would also be beneficial 👌 $SPY $QQQ
Today's Key Events (All EST) — 11/10/2026
04:00: Fed's Waller
06:00: US NFIB Business Optimism Index
08:15: US ADP Wkly Employment Change
08:30: US CPI Inflation data
10:50: Fed's Logan
13:00: US 10-Year Note Auction
13:30: Fed's Schmid
15:30: Fed's Bowman
18:30: Fed's Bowman
18:30: Fed's Paulson
Before Open 👇
05:00: On Holding AG (ONON)
06:00: Atour Lifestyle Holdings (ATAT)
06:30: Sea (SE)
06:30: Liquidia (LQDA)
06:30: Palladyne AI (PDYN)
06:45: Sally Beauty Holdings (SBH)
07:00: D-Wave Quantum (QBTS)
07:00: WhiteFiber (WYFI)
07:00: Alliance Laundry Holdings (ALH)
07:00: Bitdeer Technologies Group (BTDR)
07:00: Humacyte (HUMA)
07:00: Scholar Rock (SRRK)
07:00: eToro Group (ETOR)
07:00: Chicago Atlantic Real Estate Finance (REFI)
07:30: Ambiq Micro (AMBQ)
08:30: ACCESS Newswire (ACCS)
After Hours 👇
16:00: Grocery Outlet (GO)
16:00: Gevo (GEVO)
16:05: Rigetti Computing (RGTI)
16:05: Inovio Pharmaceuticals (INO)
16:05: Capricor Therapeutics (CAPR)
16:05: Factorial Energy (FAC)
16:05: Energy Vault Holdings (NRGV)
16:05: SenesTech (SNES)
16:05: Spire Global (SPIR)
16:05: Velo3D (VELO)
16:10: CoreWeave (CRWV)
16:10: Firefly Aerospace (FLY)
16:10: Gladstone Land (LAND)
16:30: Netlist (NLST)
16:30: Alcon (ALC)
18:40: Telefônica Brasil (VIV)
19:35: Petróleo Brasileiro S.A. - Petrobras (PBR)
CPI comes in slightly hotter than expected. Decemeber rate hike looks guaranteed. Waller even said a double hike could be on the table.
Potentially much more pain to come. What a great market you build President #Trump
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$QQQ $SMH $MU
Make this your stock hub!
Research smarter at thewiseadapter.com
Most investors don’t need more information. They need better signals.
My new website offers a FREE RESEARCH HUB which puts market news, economic data, company KPIs, earnings and market visualisations in one place.
Feedback WELCOME!
The Wise Adapter 🦉 retweeted
AL ARABIYA SOURCES: WASHINGTON HAS ALLOWED URANIUM ENRICHMENT INSIDE IRAN TO 3.67%, AND TEHRAN HAS AGREED
The Wise Adapter 🦉 retweeted
Celestica $CLS is a hugely underrated gem in this sell off.
Trading at 11.42x forward P/E, looking at 90% revenue/ EPS growth rate in 2027.
Yes, it supplies to data centres but it does so globally.
Heres where the market is getting mixed up;
It is expanding its manufacturing footprint in the Dallas–Fort Worth area as part of a wider capacity investment programme, but manufacturing there doesnt mean it will be dedicated for a texas data centre.
.. interestingly, it says customer demand forecasts for 2028 are “meaningfully higher” than its 2027 revenue outlook.
Operating margin was 7.6% in Q3 2025 to 8.5% in Q3 2026 , with management targeting 9.0% for full-year 2027.
I cant even imagine the amount of people that are going to come out & claim they bought this bottom.
$LITE
Lumentum $LITE at 520$ , yes please, drop yourself into my trolley.
Why?
1. Potential cash counterbid at 800$-1000$ per share
2 Beat Q3 expectations, next quarter raises.. revenue of $1.6 billion (8% above estimates), adjusted EPS of $5.90–$6.20.
3.Components revenue rose 99% to $754 million & they also secured their second major NPO/CPO deal, backed by more than $5 billion in purchase commitments.
4. FCF postive in teh quarter after capital expenditures.
& yes I do think $MRVL is undervalued here too. It will rise together when the market settles.
Option 2 it is then 🦉
$SPY +1.4%
$SMH +1.6%
$DRAM +2.3%
Get the full picture here;
thewiseadapter.com/futures
Three options tomorrow & my odds;
1. Nvidia nukes & drags all AI/ risk names with it. 40%
(History tells us this will be algos preferred choice , but im not so certain at market bottoms)
2. Nvidia nukes & money flows into competitors/AI Infra trade. 30%
(Lots of oversold names, iran war headlines, bipartisan AI bill on Monday, can we get more red?)
3. Nvidia nukes, late shorts punished...market overall holds strong, AI names start to squeeze, before the anchor down. 30%
(Markets never move in straight lines) 🤷♂️ $QQQ $SPY