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Charts Patterns & Community

Joined July 2023
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$IREN interesting I came across this post from @Invst_Informant just after I was looking at this potentially large scale repeat 🟣 Could we retest or even undercut and bowl out the other side next year ?
The frustration with the recent price action across AI infrastructure and power developers like $IREN, $CIFR, and $NUAI is palpable. But lets take a step back and look at $WGMI because there's a silver lining developing imo. Since 2022, there've been 4 significant periods of fear and volatility across this sector. In 3 of those instances, the weekly Ichimoku cloud and 100w EMA provided important support near the eventual lows. The exception was April 2025, when price broke below support and completed an expanded flat correction before resuming its advance. Fast-forward today, and we're testing this same area once again. The question is whether we're approaching another important bottom or setting up for a repeat of April 2025, where price briefly loses support before establishing a more durable low. I don't pretend to know which scenario plays out. BUT this is the type of technical environment where investors should begin looking for opportunities to accumulate rather than allowing short-term volatility to dictate and influence their conviction. Despite all the volatility, $WGMI remains in what is effectively a year-long consolidation above the neckline of a much larger, multi-year accumulation structure. That neckline sits near $30, while the 100w EMA is currently around $39.40. As long as the former holds on a sustained basis, the broader breakout thesis remains technically intact. And consider what's happening beneath the surface. $IREN is scaling contracted AI cloud capacity into operating revenue. $CIFR has secured long-duration HPC leasing commitments. $NUAI is progressing through an earlier stage of the development cycle, where converting power access into tenant agreements and financeable projects remains the critical next step. These are very different businesses, with different execution risks. But the underlying structural demand for power, compute capacity, and data center infrastructure hasn't disappeared because share prices is down lol. The market can be right about the LT opportunity and still subject investors to extraordinary volatility along the way. Whether the bottom arrives this week or requires another corrective leg, I think we're entering a part of the cycle where the risk/reward deserves serious attention. The goal isn't perfectly finding the bottom. It's to recognize when fear is creating opportunities and I think that's where we are now @cantonmeow @Fibonacci_TA @chad_ventures @Freedom_By_40 @CrypticTrades_ @GreatMattsby
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TommyJR retweeted
$ASTS Let's talk about spacecraft integration (and launches). A 6-week moratorium on Falcon 9 launches from the Cape. Not really a big deal, if you look at the big picture, but I'm seeing a lot of confusion over what this means. A thread.
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$NBIS It held right at the support band. If the support band had broken, things could have changed completely
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$HIMS 🚨 BREAKING: FDA PEPTIDE POLICY PASSES WHITE HOUSE REVIEW NOW MARKED "CONSISTENT WITH CHANGE" ON REGINFO DATABASE - Review officially concluded Oct. 27 - FDA can now move toward issuing its interim peptide compounding policy - Likely to expand access to certain peptides (eg, BPC-157, TB-500) under regulatory safeguards - Awaiting official FDA publication, could happen any time
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The Restore Britain Budget. Britain has spent decades being governed by politicians who believe the answer to every problem is yet more government - that policy has destroyed our country. More spending. More borrowing. More regulation. More taxes. More state. Parasitic overreach into our lives - delivered by politicians and civil servants who have no understanding or appreciation of how real wealth and opportunity is generated in the private sector. And what have the British people received in return? A country where working families struggle. Where businesses face punishing costs. Where young people cannot afford homes. Where failing public services demand ever more money, whilst prioritising endless third world migrants. Where inflation runs rampant. For British men and women, it is a government-backed scam. Corrupt incompetence. It is impossible for Britain to tax itself into prosperity. I repeat, IMPOSSIBLE. Wealth is created by people - the public sector should exist to support the private sector, not the reverse and that is the principle which underpins our philosophy. Restore Britain backs the farmer producing food, the white van man driving the economy, the engineer designing machinery, the shopkeeper serving customers and the entrepreneur risking everything to start a business. It comes down to this - Restore Britain will protect their freedom to succeed. If you work hard and contribute, we are on your side. Our Budget would begin the work of returning power, responsibility and money to the British people. First, the spending cuts - to come before ANY reductions in tax. Our 20 point plan to restore prosperity… 1. Freeze working-age benefit rates. We will freeze working-age benefit rates for the duration of the first Parliament. Britain cannot indefinitely increase expenditure without considering the burden on the people funding it. That would be morally wrong. The healthy indolent will not be rewarded. 2. Restrict welfare eligibility. No more benefits for foreigners, saving billions. No need to expand. 3. Reform sickness and disability benefits We will overhaul eligibility, assessment procedures and return-to-work support. People with serious disabilities and health conditions must receive appropriate protection. But those who can work, will work. If they refuse, they will be put to work. That simple. 4. Reform pensions. We will protect the State Pension while replacing the triple lock with annual CPI uprating. Public-sector pension arrangements will be overhauled to address differences with private-sector provision. These measures will save tens of billions - all outlined in full in our economic paper, The Wealth Of Our Nation. Next, take an axe to unnecessary government spending 5. The quango bonfire. We will conduct a comprehensive review of arm's-length public bodies, the default will be abolish unless there is a serious reason to retain. Where its functions duplicate a government department, consolidate them. Deliver accountability and savings. AI will mean vast cuts are possible. A LOT of Whitehall civil servants will lose their jobs. To be frank. 6. Freeze most departmental budgets. We will introduce a three-year nominal spending freeze across most government departments - the main exception will be our programme of mass deportations, which in the short term will cost, however as we know, any immediate funds will be quickly recovered and then some. 7. End public spending on Net Zero. We will end all public expenditure directed towards achieving Net Zero. Energy security will be our main priority. We will support investment in dependable domestic energy supplies, including the infrastructure needed to maintain a resilient electricity system. Energy security will be placed above any ideological dogma. If it makes Britain more resilient, we will pursue it. 8. Review government consultancy and discretionary expenditure. We will audit consultancy contracts, procurement services, and ALL external advisory work - spending that cannot demonstrate a clear public benefit should end. The procurement scam will end. All bullshit ESG and social value nonsense will be stripped away - if the public sector wants to use a third party firm, make it the best one - subject to right-to-work checks to ensure no illegals are being employed. As stated - spending cuts first, then tax cuts. Done carefully and responsibly. Here’s an overview of how a Restore Britain Government will lift the tax burden… 9. Raise the income tax personal allowance to £16,000. Nobody should be paying income tax on their first £16,000 of earnings. We will raise the personal allowance and extend the basic-rate income tax band to £100,000. We will also restore the full personal allowance to higher earners, ending the withdrawal that creates exceptionally high effective marginal tax rates. Success will be rewarded, hard work will be rewarded, ambition will be rewarded. 10. Cut corporation tax. We will introduce a zero corporation tax rate on the first £50,000 of company profits. Above that threshold, we will restore the headline rate to 19%, with a longer-term ambition of 15%. As soon as fiscal conditions allow. Let’s give small businesses the genuine breathing room to get their operation off the ground, and then use the corporation tax cut to compete with our neighbours. 11. Abolish inheritance tax and stamp duty. Families should not be punished for saving, investing and passing assets to their children. We will abolish inheritance tax. For farmers, for family businesses, for everyone. The state has no claim to a family's lifetime of accumulated wealth simply because somebody has died. I detest it. It will be binned for all. Stamp duty makes moving home more expensive, discourages mobility and creates unnecessary friction in the housing market. We will abolish it. 12. Reduce disruptive tax. We will cut the standard rate of VAT from 20% to 18%. We will also raise the VAT registration threshold to £150,000, helping smaller businesses grow without immediately facing additional tax burden. The amount of businesses hovering just under the current threshold is painful. The issue is OBVIOUS, yet nobody in government has thought to act. And we will ditch unnecessary taxes. We will abolish: Insurance Premium Tax. Air Passenger Duty. The Climate Change Levy. The UK Emissions Trading Scheme. We will also substantially increase the annual Capital Gains Tax exemption. Restore Britain’s objective is a tax system that is simpler, more predictable and less hostile to investment. Next, we will restore a state that works for our people. 13. Hold the NHS accountable. The NHS will remain free at the point of use for British citizens. We propose charging non-citizens at market rates - ensuring they actually pay the bills. We will make private healthcare expenditure tax deductible. If people want to go private, let’s make it cheaper. Alongside far-reaching structural reform, we will demand basic improvements in patient communication. Answer the telephone. Confirm referrals. Explain test results. Keep patients informed. Use AI to clear pressure on GPs. All patient-facing staff must demonstrate the English-language communication skills necessary to perform their roles safely. If staff can’t speak English to the required standard, they will no longer have a job. 14. Restore Britain’s education system. We will move towards greater school-level autonomy, with funding more closely linked to pupil numbers. We will remove VAT from private education and make private education tax deductible. We will also promote practical education, apprenticeships and stronger links between schools and employers. The aim will be to prepare children for working adulthood - full paper to come. Apprenticeships are vital - my businesses have developed hundreds and hundreds. It works, especially with the rise of AI. Student loan interest abolished for British nationals resident in the UK, full paper published. An overhaul of childcare regulation and funding - led by those in the sector who know what’s necessary and what’s not. Next. The Restore Britain Budget will work to restore a self-sufficient Britain, backed by sovereign AI capabilities. 15. Support British farming and food security. We will review the regulatory and tax burdens facing British farmers. Food security must be recognised as a matter of national resilience and urgency. That will be central to everything. We will make it FAR easier for domestic producers to compete for public-sector food contracts and examine ways to reduce unnecessary administration. Let’s use the public sector spend to back our own people, not import from foreign farmers. Britain should not become increasingly dependent on imported food while making it harder for its own farmers to survive. And we desperately need to bring more young people into the industry… 16. Ease pressure on transport network. We will rebuild Britain's transport network, tackling potholes, congestion and crumbling infrastructure while improving vital freight routes and rural roads - motorists will no longer be treated as cash cows. Fuel duty cut, and plenty more. (Full paper about to be published.) Get this right, and the whole economy is lubricated. 17. Back small businesses. We will review regulations introduced over recent decades, with a presumption in favour of removing law. Compliance simplified, licensing stripped back. Administrative burdens burned away. Scrap IR35, obviously. Business rates abolished for small high street businesses. Review car park charges. Boost police numbers in town centres. Restore confidence on the high street. Bring footfall back. Watch businesses thrive. 18. Develop sovereign AI capability. AI is coming whether we like it or not. We need to ensure that we have our own protected AI capability which can promote and defend our own interests. We’re already falling behind, and it’s getting worse. We have the opportunity to be a genuine world-leader. Let’s pursue it. 19. A foreign policy that puts Britain’s interests first. No endless foreign wars driving up the cost of living for ordinary families, no foreign aid unless explicitly to advance our interests. We will prioritise national security, trade, energy independence and protecting British citizens abroad. Spending will be increased, but our armed forces exist to defend Britain and our vital national interests, not to act as the world's policeman. 20. Protect sound money and fiscal stability. This is the most important of all. We will pursue a balanced Budget over the medium term and a declining debt-to-GDP ratio. Our aim is to cut the debt, not just the deficit. The era of mass money printing will end. Inflation will be controlled. The cost-of-living reduced. The aim - a Britain that belongs to its people Every Budget promises change, while the state grows larger and the taxpayer becomes poorer. Restore Britain offers a completely different direction. A smaller government that spends less - all helped by a massive reduction in the number of migrants living in Britain. Doing a small list of things, but doing them well. A welfare state that protects genuine need and expects personal responsibility. A tax system that rewards work, saving and enterprise. Public services that answer to the people who fund them. An economy built on productive businesses rather than a parasitic state. We do not believe the British people need politicians to manage every aspect of their lives. We believe they need the freedom to build better lives for themselves. In short - we will stop buying votes with other people’s money. Our ambition is not to make government richer. It is to restore the prosperity of the British economy, the British nation and the British people.
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This is eye-opening. Europe’s share of global tech R&D has collapsed from 23% in 2005 to just 8% today, while the US has climbed to 62% and China has risen from near zero to 15%. South Korea now outspends Germany, France, the UK, and Italy combined in tech R&D. Yep, you read that right. This is the predictable result of policy choices that systematically favor control and redistribution over growth. Layered regulation, data rules, AI restrictions, labor rigidities, and precautionary frameworks, raises the cost and slows the pace of turning ideas into products, forcing companies to spend scarce resources on compliance rather than experimentation. High taxation and expansive redistributive systems extract capital that would otherwise fund private R&D and risk-taking, while shrinking the after-tax reward for building something new and scaling it. The broader left-leaning mindset that prioritizes equality of outcome over dynamism treats entrepreneurial success as something to be managed, taxed, or shared rather than unleashed and rewarded. Places that protect the returns to innovation and keep barriers low continue to pull ahead, attracting talent and capital that Europe increasingly loses. Europe’s relative decline is the cumulative outcome of treating dynamism as a problem to be regulated rather than the engine of prosperity. Without a shift toward lighter rules, lower burdens on enterprise, and greater tolerance for unequal outcomes from unequal effort, the gap will keep widening, and Europe will become an open-air museum for wealthy Americans and Asians.
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Woah, stellar earnings from and AI market projections... 1. SK Hynix: "Memory supply shortage to persist through 2030". 2. There's the $4.8B operating profit beat ($62.8B vs. ~$58B est)... 80% operating margins. So you had: - Revenue: $78.84B vs. $74.02B - Operating profit: $62.80B vs. $58.00B - Operating margin: 79.7% vs. 78.3% With forward projections of 3. "Our DRAM and HBM volumes through 2029 are effectively sold out." 4. Signed LTAs covering 50%+ of 2027–2028 capacity, while retaining pricing flexibility 5. The company intends to fulfill its commitment to return 50%+ of cumulative FCF for 2025-2027 6. "We have included deposits and other practical enforcement mechanisms" (LTAs have actual enforcement) 7. "We expect the profitability gap between HBM and conventional DRAM to narrow significantly" (hello broader memory industry) 8. SK Hynix announced $75B in shareholder returns (dividends/buybacks) for CY2026. I'm not sure what there isn't to like here? You have a memory company just printing... demand visibility super high from enforceable commitments... and now they're returning that via dividends/buybacks.
Oh look… more memory durability evidence for $MU and co. Following the news of $GOOGL, other CSPs such as Alibaba, Tencent, Bytedance, and are now negotiating memory LTAs with $SKHY and Samsung. Some customers are reportedly pushing for 10 year contracts as well, into 2035. “As U.S. companies move to secure memory supplies first, Chinese tech giants are joining the race.” Source: Maeil News Don't you think it's a bit strange for your hyperscalers (especially Chinese big tech) to seek LTAs 10 years out… If there's claims of CXMT + YMTC DRAM/NAND overflooding in 2028-2029?
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Well jeeze folks, I just can't figure out where this inflation is coming from....
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TommyJR retweeted
Well done to Police Commissioner Mike Bush for reading the evidence and acting. Must be awkward in the office though, as assistant police commissioner and Chief of Police Media, Brett Curran was Dan Andrews Chief of Staff the day Dan Andrews Vic Govt SUV ran over a 15yo boy, while the lad was riding his sister’s bike. That fact that Andrews left the scene and waited almost 7 minutes to call 000, and hasn’t given his phone records over from the day, is a big part of this. Who did Dan Andrews call first? Why did the police closest to the accident, and almost at the scene, get called away? Why did the different police who did eventually turn up, NOT BREATHALYSE Dan Andrews and his wife? The boy was airlifted to hospital close to death. Why was Andrews allowed to drive his car, with a smashed front windscreen, away from the scene without any investigation. Why did Andrews change his story from his belated 000 call ‘we hit him’, to a media interview later ‘he T-boned us’? That means being hit in the side of the car. How could that lead to a front windscreen smashing? Why did the responding police who hadn’t followed protocol, turn up to the boys house. when he eventually got out of hospital, and was recuperating at home, not to ask for his version of events, but to WARN HIM TO BE QUIET, about the whole thing, or he will get charged? They said this to a 15yo boy who had nearly died when a big SUV, most likely, cut the corner of a country road and smashed into him.
Breaking news: Victoria Chief Commissioner refers the Bike Boy crimes to IBAC. The Herald Sun is reporting that Chief Commission Mike Bush has referred the evidence uncovered by the Bike Boy investigation to IBAC, Victoria’s anti corruption body. The 500 page evidence brief was presented to current Chief Commissioner Mike Bush by former Chief Commissioner Kel Glare in July this year. Mr Glare has publicly stated that the evidence indicates that Daniel and Catherine Andrews have committed the crimes of perjury and perverting the course of justice. More to come….
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TommyJR retweeted
🚨 NEW: Federal voting intention 🟧 ONP: 28% (+3) 🟥 ALP: 28% (-1) 🟦 L/NP: 23% (+1) 🟩 GRN: 12% (-) ⬛️ OTH: 6% (-) Two-party-preferred 🟦 L/NP: 52% (+6) 🟥 ALP: 44% (-4) (Undecided: 4%) Essential | 21-26 Oct | n=1087 | +/- 23-28 Sep
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Today's stronger-than-expected inflation figures confirm the pain that households are already feeling: the cost of everything just keeps going up under Labor. In September, inflation was up to 4.3% from 4%, well above the RBA's target of 2.5%. Labor will blame the Middle East crisis, but it's clear this inflation is homegrown: underlying inflation is up to 3.6% from 3.5%, services inflation is up to 4.1% from 3.7%, and non-tradeables inflation remains high at 4.5%. Labor's out-of-control spending is driving inflation higher. If the Reserve Bank raises rates for the 17th time under Labor next week – with rates rising to the highest level since 2008 – this Government will only have itself to blame. Not that long ago, the Treasurer said the worst of the inflation challenge was “well and truly behind us”. Today, inflation is high and rising under his watch. This is a Treasurer who has lost control of spending, lost control of inflation, and is raising taxes in his budget of broken promises. Life isn’t easy under Albanese. A cost of living crisis, higher inflation, the largest decline in living standards in the developed world, and the highest interest rates in 15 years. Australians are paying the price for a government that can't control spending, can't beat inflation, and can't get the economy moving. The answer isn't more of Jim Chalmers’ excuses. It's the Coalition’s plan to fix the economy and protect our way of life with lower taxes, cheaper power, less migration, and more homes.
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SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $78.9B (Est. $74.8B) 🟢; +328% YoY 🔹 Oper Profit: $62.8B (Est. $58.5B) 🟢; +632% YoY 🔹 Oper Margin: 80%; +3,300 bps YoY; record high 🔹 QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: 🔹 DRAM Bit Growth: Mid-20% QoQ 🔹 NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: 🔹 DRAM ASP: High-20% QoQ; bits ~+10% QoQ 🔹 NAND ASP: Mid-20% QoQ; bits slightly lower QoQ Profitability: 🔹 Gross Margin: 85.7% (Est. 85.2%) 🟢 🔹 EBITDA: $66.1B; 84% margin; +486% YoY 🔹 EPS: $41.07; +205% YoY Financials: 🔹 Cash: $86.3B; +311% YoY 🔹 Interest-Bearing Debt: $11.9B; -34% YoY 🔹 Net Debt-to-Equity: -32%; -2,800 bps YoY 🔹 Operating Cash Flow: $41.3B; +281% YoY 🔹 Total Assets: $295.5B 2027 Market Outlook: 🔹 DRAM Demand Bit Growth: +mid-20% YoY 🔹 NAND Demand Bit Growth: +high-teens% YoY 🔹 2027 CapEx: To rise significantly vs 2026 🔸 Memory demand expected to outpace supply through 2030 Product & Technology: 🔹 HBM4: Expected to surpass HBM3E in HBM shipment and revenue share in Q4 🔹 2027 HBM: Negotiations finalized; profitability gap with conventional DRAM expected to narrow meaningfully 🔹 M15X: Ramp-up accelerating to full capacity by end-2026 🔹 321L NAND: Over 50% of domestic capacity in Q4 Business Highlights: 🔹 LTAs: Signed with 14 key customers incl. major global CSPs; standard 5-year term; over 50% of 2027-2028 capacity secured 🔹 Q3 Dividend: ~₩20,000/share (~$15.08), incl. a ₩10,000 special dividend from realized Kioxia gains 🔹 Share Acquisition: ₩20T (~$15.1B) for the quarter, incl. ~₩10T for executive & employee compensation 🔸 Quarterly revenue topped ₩100T for the first time Note: 🔹 Net Profit: $30.0B; +216% YoY 🔸 Includes a $24.6B non-operating loss: a $17.3B investment-asset loss and an $8.8B FX loss as the won strengthened FX used for USD conversion: $1 = ₩1,326 (mid-market; Oct 27, 2026)
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TommyJR retweeted
Why I take @danroberts0101 of $IREN seriously when he talks about building AI infrastructure at scale. Before founding IREN with his brother Will in 2018, Dan had built a career financing, investing in and overseeing major infrastructure. Airports. Wind farms. Solar farms. Gas pipelines. Assets requiring substantial capital, technical expertise and reliable operations. That background matters when your business involves turning land, power and billions of dollars into functioning AI infrastructure. Start with Macquarie. Dan spent six years across M&A advisory, debt structuring and principal investment, working in infrastructure, real assets and renewable energy. Experience directly relevant to the decisions IREN faces: How should projects be financed? Where should capital be committed? How should risks be allocated between investors, lenders, contractors and customers? He also holds a Master of Finance from INSEAD, where he made the Dean’s List. Then came Palisade. Dan became an executive director and the second-largest individual shareholder of Palisade Investment Partners. A 2020 account described the business as managing A$8bn of infrastructure across 23 businesses. His responsibilities included originating opportunities, business development and overseeing portfolio assets. That was Palisade’s portfolio value—not construction personally delivered by Dan. His experience was in making major infrastructure investment decisions and overseeing assets. His board roles included Northern Territory Airports, Sunshine Coast Airport, Granville Harbour Wind Farm, Ross River Solar Farm, ANZ Terminals and the Tasmanian Gas Pipeline. That is a substantial foundation in infrastructure leadership. Now look at the team around him. Michael Nudelman joined as Chief Development Officer with more than two decades of experience and senior roles at Google, CyrusOne and Beale Infrastructure. His remit includes global data-centre development, site planning, permitting and economic development incentives. John Gross, Chief Innovation Officer, brings specialist expertise in data-centre engineering, high-density infrastructure and liquid cooling. His work on liquid-cooled servers dates back years, well before the current AI investment cycle. Dan brings infrastructure investment and oversight experience. The team adds specialist development and engineering capability. There is delivery behind the ambition. IREN reported in August that Horizon 1—a 50MW liquid-cooled deployment at Childress—had been delivered to Microsoft. That moves the story from securing land and announcing capacity to delivering infrastructure for a major customer. The $9.7bn Microsoft agreement provides a substantial commercial foundation. Mirantis adds software and cloud-services capabilities. The NVIDIA relationship connects IREN’s infrastructure ambitions with the ecosystem supplying the compute. IREN is bringing the pieces together: Power → development → cooling → GPUs → networking → software → operations. A co-CEO overseeing this expansion needs to recruit specialists, allocate capital, structure agreements and establish accountability across an enormous programme of work. Dan’s career provides relevant experience for those responsibilities. For me, the bullish case is the combination: An experienced infrastructure investor leading the company. Specialists with major industry credentials. Large customers committing to its services. Physical delivery demonstrating progress. From two brothers founding an Australian company to delivering AI infrastructure for Microsoft. Dan’s background helps explain how IREN reached this point—and why I’m excited to see what the team builds next. $IREN Sources below:
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With unemployment at a five-year high of 4.7%, @JEChalmers and @AlboMP are making it harder for Australians to start businesses and create jobs. Rushing a CGT Bill into Parliament with barely any notice and a few start-up carve-outs won’t fix the damage. This is economic vandalism. What are your thoughts? #StoptheCGTtoGetAhead #JoinWARonCGT thenightly.com.au/politics/l…
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TommyJR retweeted
$IREN positive RSI divergence showing now on daily just what we were looking for It's a start .. but still a lot of work to do for the 👑
$IREN added more @ $27 Also cashed out last of Jan2027 LEAPs which I got for 1-2 bucks and added some Jan2029 $40 LEAPs @$11.40 instead 🟣 Has a chance if we bottom here over coming weeks .. could still go lower .. looking for an RSI positive divergence over that timeframe
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TommyJR retweeted
The hyperscalers are the biggest cash-generating businesses the world has ever seen. And they’re recycling all of that cash flow into the biggest capex build in history. It’s a self-reinforcing loop. They use the technology they’re building themselves, productivity rises, cash flows rise, capex accelerates. People worry about the borrowing, but these companies carry roughly 3.5% of their market cap in debt. They’re barely in debt at all. This is already the second largest capex event in history. The only bigger one was the railroads... and that cycle ran for 35 years. If intelligence keeps rising, capex keeps rising with it. There is no end to the need for data centers, compute and energy.
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TommyJR retweeted
$SOFI SOFI Q3 2026 EARNINGS: - Revenue: $1.4B, +44% YoY - Adj. EPS: $0.18, +64% YoY - Adj. EBITDA: $469.8M, 70% YoY - Members: 17.1M, +35% YoY FY27 Guide: - Revenue: $6.4B (Est. $6B) - EPS: $0.90 (Est. $0.82) - EBITDA: $2.24B - Net Income: $1.28B CEO Anthony Noto: “We are adding more members, who are using more products, and generating more revenue per product to create the most value for our shareholders over the long run.” Our conviction in the opportunity ahead has never been greater.” Pretty incredible quarter from SoFi and an even stronger 2027 guide.
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I believe that all NHS staff should speak fluent English - if they are unable to string a sentence together in our language, then they have no place working in our hospitals. To be frank, they shouldn't even be living in our country. If that makes me a racist, then so be it.
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The S&P 500 returns Nov -> Jun following midterm elections apparently: - 21/21 times were positive - Avg. index gain was 16.6%. High-beta stocks historically outperformed even more… Very interesting, with Nov 3rd coming up, do you think 2026 will be an anomaly?
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BofA: we are incrementally more positive on memory ($MU $SKHY & $SNDK) after the meetings, with Micron’s mgmt increasingly seeing CY27/28 to be tighter than CY26.
BofA: virtually all of $SPCX current compute runs on $NVDA GPUs, which could lead SpaceX to favor $NOK’s NVIDIA enabled AI-RAN solution... Given the more expensive cost and higher software mix of the solution, this could drive upside to our base case incremental RAN assumptions🔥
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$BTC it's time to moderate This will age poorly
A brutal year for Bitcoin is just getting started. Give me three minutes to explain why you should dump it now. Outflows from ETFs are signal and will continue. We will test the 57k low again in the next 12 months. Why? Because there are far too many dynamic places to put your money that are creating MUCH more value. Why put your resources into a dead network that offers nothing beyond a store of value? What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?! The viral nature of bitcoin was it's power... if you didn't own you were MOCKED! Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets! No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone. No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS! Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity. This should be obvious to everyone right now. Bitcoin will never break its all-time high again.
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