MSX

Coffee’s on MSX this Thanksgiving season ☕ We’re giving away 100 pour-over coffee gift sets to keep you sharp for the next market move. Open to new and existing users. Two ways to qualify: exclusive invites or hitting the monthly targets. Nov. 1, 00:00 – Nov. 30, 23:59 UTC. Full rules and sign-up link in the replies 👇 #MSX

You can’t run GPUs without an outlet—and power backlogs just hit $281.1B. $GEV , $PWR , and $ETN are sitting on a massive $281.1B order pile, $VRT ’s customer prepayments more than doubled to $4.12B, and gas turbine slots are already booked out to 2032. #AI

Ever wonder who actually gets paid when someone buys a Claude subscription? Spoiler: the cloud giants are triple-dipping. Sell direct, and Anthropic still pays them for compute. Sell through cloud marketplaces (44% of sales), and the cloud guys take a platform cut right off the top before charging for the servers anyway. Distribution, compute, and equity—follow the money trail below to see how Big Cloud collects at every tollbooth. #AI

Silicon Valley can fight over GPUs all day— $VST is just sitting back and collecting the electric bill. Shares ripped 10%+ after Q3 adjusted EBITDA jumped 50.4% to $2.38B, backed by a raised guide, $1.5B in fresh buybacks, and a 20-year Texas data center power deal. #USStocks

GM 🌤️ At least we don’t have to delete our trading apps for the weekend. Friday’s 1.1% Nasdaq bounce—plus $RKLB (+15%+) and $BTDR (+13%+) going vertical—bailed us out of Thursday’s mess just in time. Portfolios got a nice little lifeline. Definitely earned that extra shot of espresso this morning. #USStocks

Where did Big Tech’s $556.9B AI spending spree actually go? It starts with $NVDA chips and $MRVL interconnects, then flows straight into $VRT liquid cooling and $CEG nuclear power. Check the payee list below to see exactly where every dollar is landing. #AI

Well, that bounce didn’t even last a day. The Nasdaq just dumped 5.52%, dragging $NVDA and the rest of the chip stocks right down with it. What just happened? In today’s M-Masterclass, we’re talking about why AI stocks fell off a cliff overnight. Healthy pullback or is the AI trade cooked? 👀 #AI

If AI healthcare were a five-story hospital, here’s the floor directory. $NVDA runs the compute in the basement, $LLY screens molecules one floor up, and $ISRG and $ORCL handle the operating room and the front desk. From silicon to scalpels, here’s who owns every floor of the AI healthcare stack. #AI

A $556.9B AI buildout just pushed the top five hyperscalers into negative free cash flow (-$14B) for the first time ever. Stock buybacks have been slashed by 83%, and Big Tech is now tapping debt and equity markets for fresh cash. They used to spoil shareholders with buybacks; now they’re starving the buybacks to feed the server rooms—and passing the hat on Wall Street. #AI

Democrats swept both chambers of Congress, and the Dow ripped 1,500+ points overnight. Consumer and healthcare led the charge, while Wall Street’s favorite child—AI infrastructure—got left on the bench. Today’s M-Masterclass breaks down why smart money suddenly changed its appetite behind the headline rally. #AI

Midterms delivered divided government, sending long-end Treasury yields lower and kicking off a fresh sector rotation. Tech giants like $NVDA and clean energy names like $FSLR just caught a valuation tailwind; meanwhile, traditional energy, financials, and policy trades like $DJT are unwinding their election premium. D.C. can argue all day—Wall Street is already reshuffling the deck. #USStocks

Blue wave. Green portfolios. The last 3 times this exact midterm script played out: - S&P 500: 3-for-3 over the next 12 months (+17.2% avg) - Every single sector finished green, led by Tech (+30.93%) Washington gets gridlock. Wall Street hears the starting gun. #USStocks

$QCOM ’s auto chips have the pedal to the metal—and the stock still slid ~6% after hours. Automotive revenue surged 89% YoY to nearly $2B, carrying fiscal Q4 results and Q1 revenue guidance past estimates. Then the day job weighed in: handsets were the lone laggard, and next quarter’s non-GAAP EPS guide missed the mark. Even an 89% boom on four wheels couldn’t tow a sluggish smartphone business. #USStocks

$AMD ’s data center business is doing all the heavy lifting—surging 97% YoY to $8.55B and driving 63.9% of total Q3 revenue. Non-GAAP EPS jumped 74% YoY, Helios racks are shipping to five hyperscalers including OpenAI and Meta, and Q4 revenue guidance stepped up to $17B (+6% after hours). Gaming plunged ~40%? Doesn’t matter when Big Tech is buying out the whole server room. #AI

Semis carried the Nasdaq up 0.83%, and $AMD posted a 45% revenue jump after the bell. Under the hood, most of the S&P 500 still finished red—and $AAPL slid even after beating revenue estimates. Today’s M-Masterclass asks the real question: is the AI trade actually back, or just papering over the cracks? #AI

$ORCL landed a $300B+ OpenAI deal, burned a $5.4B hole in free cash flow, and now needs $20B—selling stock at an 11% discount and debt at 8.65%. Shares are down 17.5% in three days. The $300B payday is years away, and shareholders just got handed the upfront tab. #AI

$SMCI nearly tripled fiscal Q1 revenue, blowing past the guidance it raised just two weeks ago. Shares jumped ~6% after hours on a clean beat-and-raise. Then you check the balance sheet: 12.8% non-GAAP gross margin, -$434M in operating cash flow, and $15.05B sitting in inventory. Business is booming—all the cash is just parked on the warehouse shelves. #AI