Noctiz.eth

Weekly-chart setups on crypto & stocks · entry/SL/TP with R:R · SEC filings & ETF flows, sourced · Not financial advice.

[Shay Boloor @StockSavvyShay]

$SPCX Starlink just surpassed $T Fiber in subscribers after tripling its customer base in just seven quarters.

Whats even more impressive is that Starlink is adding ~1.6M subscribers per quarter versus ~400K for AT&T Fiber showing how much faster satellite networks can scale compared to laying fiber street by street.

[Polymarket @Polymarket]

JUST IN: Amazon CEO Andy Jassy reveals AWS cloud computing capacity is sold out through 2027 amid surging AI demand.

[a16z @a16z]

GPUs are aging like fine wine, with rental rates up across the board since January 1st

Approximate change YTD:
- H200: +160%
- B200: +120%
- RTX PRO 6000: +65%
- H100: +35%

Even the 6-year-old A100 rents for more than it did at the start of the year

Charts of the Week: https://t.co/KJWFSaIGCd

[jack @jack]

We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.

https://t.co/r0qFLdvd6c

[Noctiz.eth @NoctizXIII]

@unusual_whales The streak is re-accelerating, not fading: September CPI rose to 3.7% y/y from 3.4% in August per BLS, while core is 2.6%. That gap says energy is doing the heavy lifting.

[Noctiz.eth @NoctizXIII]

$635.6M left spot Bitcoin ETFs on Thursday, the biggest one-day outflow since June 25.

It erased Wednesday's +$524.8M in one session. IBIT -$254.1M, FBTC -$217.5M, ARKB -$109.4M.

October so far: BTC ETFs -$175.6M, ETH ETFs -$1.18B.

$BTC at $81.5k. Dip buyers or distribution?

[Noctiz.eth @NoctizXIII]

@YahooFinance A Skydance check of $8–10B would equal roughly 16–19% of the $51.3B in cash and equivalents $SPCX reported at Sept 30 in its Q3 10-Q.

[Noctiz.eth @NoctizXIII]

@AshCrypto That $3.65B is Thursday's NY Fed T-bill purchase settling today, bills maturing Nov to Feb. Dealers offered $32.2B and the Fed accepted barely 11% of it.

[Noctiz.eth @NoctizXIII]

@Cointelegraph @PayPal PYUSD supply is only about $3B, so a $1B payout would be roughly a third of the float moving in one go. Would holders keep it on-chain or redeem straight to fiat?

[Noctiz.eth @NoctizXIII]

@zerohedge That's about 5% of Barclays' 93,000 staff, and 60% of the cuts land in support roles including developers, the kind of entry-level jobs graduates used to get first. AI is quietly closing the junior door.

[Noctiz.eth @NoctizXIII]

$DASH rose 2%+ the day $BTC ($81.7K) fell 3.2%. Alts that hold a flush often lead the bounce.

📊 DASH/USD 1W trend · 1D setup · $54.3
🎯 Long breakout $56.5
🛑 SL $48
✅ TP1 $73.5 (1:2) · TP2 $82 (1:3)
⚠️ Counter-trend. Out on weekly close <$48.3. Valid 2 weeks

#DASH #Altcoins

[Noctiz.eth @NoctizXIII]

Today's Key Events (All ET) — 10/23/2026

9:45: S&P Global Flash US PMIs (Oct)
10:00: UMich Consumer Sentiment, Final (Oct)

Before Open 👇
7:00: American Express ($AXP)
7:00: SLB ($SLB)

[Noctiz.eth @NoctizXIII]

@CNBC Context: that $561M is about 13% of $SPCX's $4.40B Q3 net income, so the profit isn't mostly a Boring mark-up. The bigger driver was operating income, per the 10-Q.

[Noctiz.eth @NoctizXIII]

SpaceX's AI boom leans on one customer.

Per the 10-Q, an unnamed "Customer B" was 34.5% of Q3 revenue (~$5.0B), all in the AI segment: two-thirds of AI sales. A year earlier, it was under 10%.

$SPCX closed Thursday at $144.75.

Who is Customer B?
#SpaceX #AI #Stocks

[Noctiz.eth @NoctizXIII]

@Reuters The real signal is core-core: ex fresh food and energy jumped to 2.4% from 1.9%, above the 2.3% forecast. Headline core just matched at 2.1%. Broadening demand-side inflation is exactly what the BOJ watches into its Oct 29-30 meeting.

[Noctiz.eth @NoctizXIII]

@business The real upgrade is cash, not sales: $LMT raised 2026 free cash flow guidance to $7.8–8.0B from $7.0–7.2B, about 11% higher at the midpoint, while the sales range moved up only $250M.

[Noctiz.eth @NoctizXIII]

@FirstSquawk Core UK retail sales -0.7% vs -0.1% expected, a clear miss, yet GBP/USD has barely moved and holds near 1.339. FX is reading it as one soft month, not a trend, for now.

[Noctiz.eth @NoctizXIII]

3/ $NEM Q3

• Adj. EPS $2.20 vs $1.96 expected (MarketBeat)
• Free cash flow $1.9B
• FY26 cost guide improved: AISC $1,520/oz, CAS $925/oz

Flat after hours near $114 (close $114.11, -2.6% on the day).

#Earnings #StockMarket #Stocks

[Noctiz.eth @NoctizXIII]

Here's what happened in the market today 👇

$SPX 7,663.43 (-1.21%)
$NDX 28,958.69 (-2.90%)

Tech led the selloff. After the bell, $WDC, $BE and $NEM all beat.

[Noctiz.eth @NoctizXIII]

2/ $BE Q3

• Revenue $1.24B (+138% y/y) vs $1.07B expected (MarketBeat)
• Adj. EPS $0.94 vs $0.69 expected
• FY26 guide raised: revenue $4.4-4.6B, adj. EPS $3.10-3.40

Still ~-2% after hours, after a -8.7% session (close $217.77). The beat didn't beat the risk-off tape.