growth investor + selling options for a living📈📉 Stock catalyst alerts @stockmcatalysts 🇺🇸 Get my trade alerts 👇🏼
Joined August 2013
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The other day I publicly launched stockcatalysts.ai
A tool I’ve been using internally for the past year.
→ Tracks upcoming catalysts for 500+ stocks, updated daily
→ Full calendar showing catalysts for every day of the month
→ Daily morning emails with new catalysts scanned overnight
+ Catalysts to watch for that day
→ Weekly emails covering the biggest catalysts for the week ahead
I’m spending over $1k/mo on computer to keep these catalysts up to date
But you get
Full access is $11/month or $99/year
Go check it out! Www.stockcatalysts.ai
Please don’t mark the top of the market
Please don’t mark the top of the market
Please don’t mark the top of the market
$ANT
Little worried to look at the scale when we get back home tomorrow lol
All we’ve done in Europe is walk and eat food and desserts for the most part 🤣
Gotta get back in the gym and surf asap..
Either way it’s bullish for Nokia $NOK and the other infrastructure providers
Verizon's CEO said today that SpaceX will need at least 4-6 years and $300B-$500B to fully build out its @Starlink Mobile U.S. carrier network:
"Their service just can't compete with a terrestrial network. In suburban and urban areas, where 98% of our revenues are, we're somewhere between 100x–1,000x more efficient than they are. We know exactly what they're going to do. We know who they're talking to on towers. There's no magic wand. There's no secret sauce. There's no shortcut.
They're going to look at 65,000–80,000 macro sites. They're going to need backhaul, RAN, and a tremendous amount of spectrum. It's going to take a minimum of four to six years to fully build that out. It's going to cost hundreds and hundreds of billions of dollars, I assume somewhere between $300 billion and $500 billion.
Then they need to build retail, customer service, back office systems, et cetera. All of that gets them basically the same network and same capabilities and same cost structure as what we have today. Then sometime over the next four to six years, they have the possibility of becoming the sixth, not the fourth, the sixth competitor in the market.
You can be sure over these next three to five years or six years, we are not going to be standing still. Four to five years from now, we will be two to three generations better than where we are today. We will have high-speed broadband gig-plus coverage across the country with our millimeter wave. We are ahead of most people and already experimenting with what 6G applications will look like."
(via Verizon's Q3 earnings call earlier this morning)
Little late, but market catalysts to watch today
👇🏼
There are about 25 more that you can see at stockcatalysts.ai and go to the calendar section.
Why are we comparing a $300/mo product to a free product 🤣
Also I use both and I think they are both almost equal imo.. maybe I’m not using grok to its best ability
Grok Bot leaves Meta Muse in the dust. It's not even close!! 🚀
Grok Bot features Muse doesn't match:
• Tag @bot on X and it handles your X DMs
• Connects to your iPhone, Alarms included
• Coinbase, Robinhood and eToro built in
• Apps for Windows, Linux, Mac, iOS and Android
• A crew of bots that work together
The Anthropic S-1 is out
Here are the key points
> Revenue was $16.3B in the first half of 2026. They did $4.6B in ALL of 2025
> Net loss was $80.7B in those same 6 months. About $72B of it is non-cash accounting, but still
> They spent $9B on compute in 6 months. They spent $7.3B in all of 2025
> Total compute commitments are now over $600B. Could hit $750B. About 80% of it cannot be cancelled
> $111B to Google. $110B to Amazon. $31B to Microsoft. Payable whether they use the compute or not
> Another $160B+ leasing Google chips through Broadcom
> Up to $84.5B to SpaceX for compute through 2029. $1.25B a month. This is the one deal they can cancel, on 90 days notice
> Up to $86B to Nscale and Lambda. The neoclouds Musk just said are going to die
> 20% of revenue comes from just 2 customers
> Cash on hand was $20.3B at the end of 2025. Against $600B+ of commitments
> The hyperscalers would not give them all the capacity they asked for. So they are leasing their own data centers now, run by operators with "limited operating history"
> The risk section warns about a "catastrophic incident" from their own AI
> They want a $2 TRILLION valuation. They were worth $965B in May
Dario said in February that a lab buying compute too far ahead of revenue can go bankrupt if growth comes in even slightly below forecast
Holy SHIT Anthropic plans to spend $129B with SpaceX through 2029..
No wonder Elon wants 20Gw live next year $SPCX
Nokia x NVIDIA
If you’re not buying as much Nokia here below $9 idk what to tell you
$NOK
Nokia and @NVIDIA are bringing trusted agentic AI to telecom operations.
By combining NVIDIA AI software and models with Nokia's network intelligence and governance capabilities, we're helping operators turn insights into trusted action while retaining control of sensitive data.
Discover how Nokia and NVIDIA are putting agentic AI into action and helping accelerate the journey toward network autonomy: nokia.ly/4ihZCKe
Wow even the neoclouds are going green in pre
Of course except $IREN haha.
Holy shit I just bottom tick bought $META in the pre market at 15x leverage on @liquidtrading and made $4200 in 5 minutes 🤣
It’s early hours premarket and I can’t even trade on Fidelity yet..
Join me on @liquidtrading with code OPTIONSCJP
🤝 Paid partnership
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Watch it flip green today as it’s not as bad of a raise as feared $META
META RAISES $35 BILLION TO FUND AI EXPANSION
Meta ($META ) launched a $35B equity offering to finance AI infrastructure, including $22.5B in common stock and $12.5B in convertible preferred shares.
$NVDA, $AMD and $AVGO have expressed interest in investing up to $5B combined.
Meta targets $135B–$145B in 2026 capex, with another $60B stock-sale program planned for 2027.
The key risk: Rising AI financing needs and potential shareholder dilution.
$META filed an S-3 shelf registration with the SEC, allowing it to offer common stock, preferred stock, warrants and other securities in future offerings.
The filing does not specify an offering size, price or timing.
The move comes as Meta expands its financing options to support massive AI investments.
$SPCX wants to build a 4th US carrier with Starlink
They're in talks for access to 80,000 cell sites across America to compete with $T, $VZ and $TMUS
$NOK Nokia will be a huge beneficiary of this for two reasons
They are one of only TWO suppliers of the radios that go on those sites. Nokia and Ericsson
+ the other carriers will have to spend more to compete. And they buy from the same two companies
In case you're confused about what's going on with Elon Musk tanking the neoclouds, here's the timeline of everything that's happened
> Oct 13: Chamath posts a chart of $CRWV bonds yielding 15%. Musk replies one word. "Yikes"
> Oct 14: $CRWV falls 15.5% in one day. $NBIS -10%, $IREN -10%. Gartner warns the same day that 80% of neoclouds could disappear by 2030
> Oct 15: $CRWV credit default swaps hit a RECORD 1,100+ bps. The market is pricing a 60%+ chance they default within 5 years. Their 2031 bonds yield 16%
> Oct 16: the bonds fall under 80 cents. Distressed. $CRWV down another 12%. The stock lost about 25% that week
> Oct 19: Goldman upgrades $CRWV to Buy anyway. Stock does nothing
> Oct 22: $NBIS raises $3.5B from Citi. It matures in ONE year. That's the kind of money still available to these guys
> Oct 25: a clip of $NBIS's CEO from GTC Berlin goes around X. He admits debt markets and asset-backed financing have "temporarily dried up"
> Oct 25: Musk goes in. "200+ neoclouds are going to see guppy-level death and consolidation." Says debt markets are shut for anyone without real revenue outside AI data centers. Says SpaceX just closed $40B of debt to buy GPUs because they have Starlink and launch revenue
> Someone asks if he's tanking them so he can buy one cheap. Musk: "SpaceX is not buying any neoclouds. Pointless"
> Sunday night: $CRWV and $NBIS down another 2.3% overnight. $IREN -2%
$CRWV is down 38% in a month. $NBIS is down 33%
Also worth noting - SpaceX sells AI compute too. Anthropic's deals with SpaceXAI could be worth up to $84.5B through 2029. Musk is a competitor talking about his competition and might just be trying to starve his competitors with x
I think if anyone is going to win this Elon Musk / Neocloud saga it is going to be the energy providers for the data centers like $BE $VST $CEG
Elon is constantly telling us that Energy is the #1 bottleneck for ai in America
He says SpaceX might have TWENTY Gw online next year
That’s a lot of energy..
I’ve opened a 10x levered long on $BE on @liquidtrading to get some more high beta energy exposure
The trade only costs me $6k to get $60k of exposure to Bloom
If the stock drops below $185 i lose half and the position automatically gets sold
Good risk to reward imo without having to front a bunch of capital.
Use code OPTIONSCJP when you sign up for @liquidtrading for discounted trading fees.
