LINA ❤️

Investor | Growth Investing | Value Investing
Holding $NVDA $TSLA $AAPL for the long term

[LINA ❤️ @LINA112891]

The Era of Big Tech Stock Buybacks Has Ended

The combined stock buybacks of Alphabet ($GOOGL), Amazon ($AMZN), Microsoft ($MSFT), Meta ($META), and Oracle ($ORCL) fell to $4.4 billion in the third quarter of 2026—the lowest level since the third quarter of 2017.

Since peaking at approximately $45.9 billion in the fourth quarter of 2021, stock buybacks have declined by 90%.

This also marks the third consecutive quarter in which total buybacks have remained below $5 billion.

This comes as Alphabet, Amazon, Meta, and Oracle made no share repurchases at all during 2026.

In contrast, these tech giants’ combined buybacks in the first quarter of 2026 totaled $33 billion.

AI spending is coming at the expense of stock buybacks by these tech giants.

[LINA ❤️ @LINA112891]

@jimcramer I have been holding it for many years

[LINA ❤️ @LINA112891]

@LaunchChurch $IBP
$LULU
$NKE
All three are suitable for medium- to long-term holding

[LINA ❤️ @LINA112891]

TESLA $TSLA SHARES FALL 4.3% TO TWO-WEEK LOW, SPACEX DOWN 4.6% TO OVER TWO-MONTH LOW AFTER DEMOCRATIC SWEEP IN US MIDTERM ELECTIONS

[LINA ❤️ @LINA112891]

@LaunchChurch $IBP

[LINA ❤️ @LINA112891]

@LaunchChurch Good performance today

[LINA ❤️ @LINA112891]

Apple $AAPL stock just hit new ALL TIME HIGHS

[LINA ❤️ @LINA112891]

@KunpengKrisL 👍

[LINA ❤️ @LINA112891]

🚨 NVIDIA CAN ONLY FULFILL ~1% OF CHINA'S AI CHIP ORDERS OVER THE NEXT FOUR MONTHS.

Chinese customers of $NVDA are expected to receive just 1% of the advanced chips they've ordered over the next four months, according to Bloomberg.

Alibaba $BABA , Tencent, ByteDance and other Chinese AI and cloud companies have reportedly ordered around 6 million RTX Pro 5500 chips, worth approximately $70 billion.

But NVIDIA is expected to deliver only tens of thousands during that period as production struggles to keep up with surging demand.

The takeaway: AI demand isn't slowing down. The bigger question is whether NVIDIA can scale supply fast enough to capture it.

Is this a sign of just how strong AI demand remains or could supply constraints become NVIDIA's next major bottleneck? 👀

[LINA ❤️ @LINA112891]

November Short-Term Trading Strategy

$INTC — Buy aggressively around $58
$GOOG — Buy aggressively around $272
$AMZN — Buy aggressively around $250
$NVDA — Buy aggressively around $200
$MU — Buy aggressively around $830

If this helps you, like + follow + share
(NFA — DYOR)

[LINA ❤️ @LINA112891]

BREAKING:
Trump said that the war in Iran was partially to blame for widespread Republican losses in the midterm elections-----per WSJ

[LINA ❤️ @LINA112891]

Here's everything you need to know:

1. Chip stocks rebounded strongly after three days of sharp declines. The Philadelphia Semiconductor Index rose about 2.6%, while the S&P 500 ended a three-day losing streak.

2. NVDA rose about 2.3% to $206.69. The Nasdaq 100 rose 0.7% but remained in correction territory, about 10% below its recent high.

3. AMD rose about 7% in after-hours trading on better-than-expected third-quarter earnings of $2.09 per share, exceeding the expected $1.95. ANET rose 12%, the SMCI rose more than 9% in after-hours trading, while SWKS fell about 16% due to weak guidance.

4. AAPL fell about 1.9% to $331.90 after disappointing profit forecasts and lower-than-expected tablet sales, dragging down the Dow Jones Industrial Average.

5. $FN rose about 15% after revenue surged 51% to $1.47 billion. $NBIX rose about 15%, and $FISV rose 12% due to better-than-expected results.

6. $IT fell about 13% despite exceeding expectations, $DT fell more than 10% due to a weak outlook, and $SHOP fell more than 5% due to lower-than-expected total commodity trading volume.

7. Brent crude oil closed down 1.1% at $103.60, while WTI crude oil declined 0.4% to $96.09 after Monday's 8% plunge. The 10-year Treasury yield rose about 6 basis points to 4.95%, the largest increase since September 28.

8. Gold slipped to about $3,935, silver fell to about $49.60, while Bitcoin remained around $77,000. $COIN rebounded about 8% after falling 15% over three days.

9. Trump indicated that peace talks with Iran could resume soon.

10. The S&P 500 rose 0.36%, the Dow Jones fell 0.38%, and the Nasdaq rose 0.83%.

Are you ready for the stock market to move forward?

[LINA ❤️ @LINA112891]

I heard that Tesla ($TSLA) has added a third production line at its Texas Gigafactory

Trump seemed to be saying: Brother, it's all up to you today. （It's best to bring a kiss） 😁

[LINA ❤️ @LINA112891]

$NVDA : $5.0 trillion
$AAPL : $4.85 trillion

[LINA ❤️ @LINA112891]

Nvidia $NVDA It has just regained its title as the world's largest company

[Kris @KunpengKrisL]

Bill Ackman 今天在CNBC上談到股市時講了這些話：

“我們又回到了過去那種槓桿率高達95%的賭場式市場”

“我認為這對經濟和社會來說都不是好事，而且正是這種市場波動導致了股市的劇烈震盪”

#BillAckman

[LINA ❤️ @LINA112891]

Extreme Fear returns to the Stock Market 👻

[LINA ❤️ @LINA112891]

Nvidia $NVDA has reportedly instructed its cloud computing clients to scale back their exposure to Chinese companies - Financial Times

[LINA ❤️ @LINA112891]

"Charlie and I have always believed that our cost of capital is reflected in what we can achieve with the second-best idea."

— Warren Buffett