Neon68

don't buy or sell only of my tweets!

[Moose @Brownmoose]

This is what a +44% rally look like on $CIFR

[The Dread Pirate Roberts @DreadPirate_J]

$140–150M. BlackSky just raised its 2026 revenue outlook — second lift this year. Adj. EBITDA now $18–24M. Capex still $50–60M. $BKSY NFA

[Peter DiCarlo @pdicarlotrader]

$CIFR Extremely oversold in the Long Term Smart Money Buy Zone

I am not taking this since I just tagged out of my short term position at $9

That said, this is an amazing zone to load up if I wanted to own it long term

[Options selling with Christian @optionscjp]

Jensen Huangs wife: “Can you atleast tell me how it started??”

Jensen:

[Satoxis @satoxis]

Morgan Stanley's $CIFR valuation: $18/share based on existing leases and Bitcoin mining assets, rising to $51.50/share if additional sites secure data center lease agreements. At $6.45, that's the best asymmetric bet in the AI infrastructure space.

[Neon68 @Neon68]

@MonikaGruber24 Gibt es noch einen nur einen dt. Politiker der etwas von Wirtschaft versteht? nur einen?

[Neon68 @Neon68]

@AlexSchaumburg Naja wenn man Sozialisten wählt sollte man sich auch nicht wundern!

[Value Investing Edge @StonkValue]

DON'T JUST BUY STOCKS BECAUSE THEY'RE DOWN 50%.

Buy companies where earnings are accelerating.

Top 10 names worth watching.

1. $MU | One of the world's largest memory chip manufacturers, generating $133.2B in FY2026 revenue

[Leif | Investing @LeifInvests]

These AI stocks are trading near their lowest valuations in company history!

$SNDK — 3.3×
$SMCI — 5.0×
$FPS — 14.4×
$AAOI — 15.0×
$CRDO — 16.5×
$AMZN — 25.2×
$ALAB — 27.7×
$GEV — 33.2×

All forward PE valuation.

Value trap or a bargain? 👀

[vnkumar trades 🏌🏽‍♂️🏇🏋🏻‍♂️🐆 @vnkumarvnk]

🚨 Implied volatility for Earnings next week.

🔥 $CRWV ±21.2%
🔥 $ASTS ±19.1%
🔥 $NBIS ±19.1%
🔥 $CBRS ±19.0%
🔥 $PLUG ±16.8%
🔥 $TTD ±16.3%
🔥 $ONDS ±16.1%
🔥 $HIMS ±15.8%
🔥 $RKLB ±14.7%
🔥 $MARA ±14.9%
🔥 $RGTI ±14.8%
🔥 $QBTS ±14.9%
🔥 $ZETA ±14.2%
🔥 $SE ±12.4%
🔥 $RUM ±11.9%
🔥 $ONON ±11.2%
🔥 $AMAT ±10.8%
🔥 $CSCO ±9.6%
🔥 $TTWO ±9.3%
🔥 $CEG ±8.7%
🔥 $NU ±7.3%
🔥 $OXY ±5.5%

[Trail @trailauditor]

$NOK's optical marketing head told Fierce Network on 6 November that "anything that involves a laser" belongs on Nokia's list, the same lasers $COHR and $LITE grow for AI racks.

Rob Shore said Nokia is still testing near-packaged and co-packaged optics. He also said it is safe to say Nokia will get into that market.

Dell'Oro puts 30 to 40% of pluggable-optic power on the DSP chip alone. Take the DSP out and the rack uses less power and less cooling.

Shore expects near-packaged optics to win more of the market than co-packaged. Nokia is expanding San Jose manufacturing and the plant it bought from NXP in August to feed that demand.

Nokia already owns the indium phosphide fab from the $2.3B Infinera deal. Now its own optical team is saying out loud that it wants the laser slot inside the rack.

[Andreas Steno Larsen @AndreasSteno]

Listen

[Earnings Whispers @eWhispers]

#earnings for the week of November 9, 2026

https://t.co/My2Eq16qS8

$NU $NBIS $RKLB $CRWV $TTWO $CBRS $ZETA $WSE $ASTS $TE $CSCO $CEG $BW $QBTS $ONON $QMCO $MARA $AMAT $HIMS $RGTI base:0x1f0de516f1f13f4cf4aada0c0c9d52eb2edccba3 $MNDY $PLUG $FPS $APPS $ONDS $SBET $RUM $TTD $GO $VRTS $NRG $OXY $MVST $SE $AAON $QLYS $LQDA $INO $IONS $URG $B $CGEN $FRMI $SANM $CEVA $DFTX $LUNR $UNIT $VFF

[HKI Strategies @HKIStrategies]

$OSCR

back down.

Price is back within the trend channel.

This was a bearish fakeout,

we will watch closely, whether we see a contact or a break at the rising support.

A break below and towards the $21 just became more likely.

$OSCR pt $78.

This is not investment advice.
https://t.co/ojrZjaKVWh

[BiopharmIQ by Amp @BiopharmIQ]

$ETON +17% at open today 🚀

Two updates landed together: record Q3 product sales of $57.9M (+158% YoY) and preliminary ET-700 pilot data in Wilson disease.

See which biotech catalysts we flag as potential big movers in our FREE report 👇
https://t.co/g8sMZ9xwJM

[TechThought.org @TechThought_org]

Box $BOX is deploying @nvidia Nemotron to supercharge #AgenticAI 🤖 retrieval across vast enterprise file repositories.

Benchmark telemetry clocks 4x faster response latency alongside an impressive 90% reduction in token consumption.

Autonomous workflows now parse complex unstructured documents with unprecedented operational speed. #Enterprise #GenAI

Box Integrates Nvidia Nemotron for Agentic Content Engine
techcrunch .com/2026/11/05/box-taps-nvidias-nemotron-for-new-agent-first-content-retrieval-system/

[zerohedge @zerohedge]

AI Junk bonds update

[Charlize theron @CharlizeTh88741]

In a world full of temporary things, you are my forever. I love you.🙂❤️❤️‍🩹

[Mojmir Hlinka @mojmir_hlinka]

#Euro / #CHF - Bilder sprechen mehr als Worte…

[Mark Hogan @MB_Hogan]

$NBIS : Worth the read