Margin Notes

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[Margin Notes @ReadMarginNotes]

@data168 I like the idea of gold and commodities. Right now I’m 70% schg and 30% schd. Going 50/50 sounds safer now while accumulating growth when we bear market for 4-6 years

[Margin Notes @ReadMarginNotes]

@LawrenceLepard So buying dividend producing profitable companies is the way? If I’m 30 I think investing in growth for the next 10 years if the bear market last that long will pay off

[Margin Notes @ReadMarginNotes]

SOXX in 2026:
Jan: $301
June record: $655
Now: $450
−31% from the top.
Still +49.6% YTD.
Buy the chip dip or wait? 👇

[Margin Notes @ReadMarginNotes]

Dow after the midterms: +3.0%
Best post-midterm day in 44 years.
S&P 500 one year after every midterm since 1946:
20 up. 0 down.
Avg: +18.1%

21 for 21? 👇

[Margin Notes @ReadMarginNotes]

Last week market recap in under 90 seconds. If you participate in the stock market, give it a watch and comment below! #QQQ $QQQ #spy

[Margin Notes @ReadMarginNotes]

All eyes on Amazon $AMZN earnings today!

[Margin Notes @ReadMarginNotes]

Amazon: Round 2? 🥊

July report: +15.3% next day.
Since then: −7%.
AWS +37%, $496B backlog.
Catch: ~$220B capex, negative FCF.
Options: ±7.8%.
Another pop or a drop? 👇
$AMZN #earnings

[Margin Notes @ReadMarginNotes]

Google Cloud: +82%.
Google stock since July: flat.
Fell 7.1% after its last report ($318). Today: $321.
Reports tonight. Options: ±6%.
Catch: up to $205B capex this year.

Cloud wins or capex bites? 👇
$GOOGL #earnings

[Margin Notes @ReadMarginNotes]

Microsoft reports tonight. Will Azure hold?

Last qtr: Azure +43%, stock +15.5% the next day. Up another 18% since.
Guide: ~45%.
Catch: $50B+ capex this quarter.
Options: ±5.2%.
Beat and rally or sell the news? 👇
$MSFT #earnings

[Margin Notes @ReadMarginNotes]

@InvestingwithG DCA might not be a bad idea

[Margin Notes @ReadMarginNotes]

Netflix beat on profit.

Ad forecast cut: $3B → $2.7B
Q4 guide: $13.44B vs $13.51B expected
~1,000 layoffs
Down 51% from its record
Buy the dip or falling knife? $NFLX

[Margin Notes @ReadMarginNotes]

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https://t.co/tUXeDDTkTt

[Margin Notes @ReadMarginNotes]

Tesla reports Wednesday after the close.

Last report: −14.5% in one day
Options pricing: ±7.5% ($340–396)
Valuation: ~200x expected earnings
Liftoff or crash landing? 🚀💥
$TSLA