WSB Nerd

Overthinking stonks since forever.

[WSB Nerd @WSBResearch]

We're back!

[TrendSpider @TrendSpider]

🚨 BREAKING: Futures are back online.

[WSB Nerd @WSBResearch]

@MMatters22596 $PLTR may see a correction, but expecting a $PYPL style collapse feels exaggerated

[WSB Nerd @WSBResearch]

@Kalshi Here we go again

[WSB Nerd @WSBResearch]

🚨 $MSTR is down nearly 62% from its 52-week high hit in July 2025

It currently holds 649,870 Bitcoins, with average cost basis of ~$74,400 per BTC valued at ~$57 billion, while its market cap has fallen to $49.7 billion

[WSB Nerd @WSBResearch]

@Mr_Derivatives Only for nerds

[WSB Nerd @WSBResearch]

@TrendSpider That he is using Gemini

[WSB Nerd @WSBResearch]

🚨 Dell raises AI shipment guidance to $25 billion, more than double YoY!

Revenue guidance lifted to ~$112 billion (+17%)

Dell has recorded an “unprecedented” $30 billion in AI server orders YTD

AI spending remains strong!

[WSB News @NewsFromWSB]

Dell jumps 5% in pre-market after company offers strong forecast mainly on AI momentum 📈

A look at its key Q3 numbers 📊
🟢EPS: $2.59 adj v $2.47 est.
🔴Revenue: $27.01 billion v $27.13 billion est.

Dell expects about $31.5 billion in sales in Q4 v $27.59 billion estimates

[WSB Nerd @WSBResearch]

94% of the S&P 500 companies have lower market cap than what Nvidia lost today

[Brew Markets @brewmarkets]

Nvidia just wiped out $300 billion in market value.

[WSB Nerd @WSBResearch]

Tesla continues to face challenges in Europe

October sales down 48% yoy to 6,964 cars and YTD sales falling 30% yoy

However, there’s a positive sign ahead as its flagship automated-driving package is expected to receive regulatory approval in the Netherlands by February

[WSB Nerd @WSBResearch]

🚨 $NVDA drops below its 100 Day-EMA (again)

Bulls are exausted

[WSB Nerd @WSBResearch]

China installed 295,000 industrial robots last year, nearly nine times as many as the U.S. and more than the rest of the world combined

China’s tech adoption speed is insane 🤖

[WSB Nerd @WSBResearch]

Nvidia is down about 4%, while Google is up over 4% in pre-market trading

Meta is reportedly looking to buy or rent Google’s TPU systems as part of a broader cloud infrastructure deal

Nvidia is feeling the pressure from Google’s growing presence in the AI semiconductor space

[WSB Nerd @WSBResearch]

Tesla ripping higher

Musk says Tesla will produce more AI chips than all other chipmakers combined 🫨

[Elon Musk @elonmusk]

Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years.

That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI.

The current version in cars is AI4, we are close to taping out AI5 and are starting work on AI6. Our goal is to bring a new AI chip design to volume production every 12 months. We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I’m not kidding.

These chips will profoundly change the world in positive ways, saving millions of lives due to safer driving and providing advanced medical care to all people via Optimus.

Send an email with three bullet points describing evidence of your exceptional ability to [email protected].

We are particularly interested in applying cutting edge AI to chip design.

Thanks,
Elon

[WSB Nerd @WSBResearch]

90% of S&P 500 companies are worth less than what Google just gained today 😳

[Brew Markets @brewmarkets]

Google just gained $220 billion in market cap.

[WSB Nerd @WSBResearch]

S&P 500 bounces off the 100-day EMA as AI-Tech stocks fuel the rally

Fed rate cut odds for December jump to 77%, up from 42% a week ago

[WSB Nerd @WSBResearch]

Since September, big tech has issued nearly $90 billion in investment-grade bonds, surpassing the total from the past 40 months.

At the same time, the cost of insuring that debt via credit-default swaps has climbed