Reflections on my path as an investor, the lessons the market has taught me, and the long-term approach that guides my decisions on ETFs, technology stocks, and growth investing. https://t.co/CR21UevQDw
@SRWallStreetBet I’d put cash flow above either in isolation. Cloud margins can look strong while capex absorbs the cash. A growth beat would mean more to me if the spending outlook showed a clearer path to cash generation.
Oct. 28 intraday: $NVDA $GOOGL $TSLA $QQQ.
GOOGL leads this group ahead of earnings tonight. Holding above $326.41 could open a test of $331.43; below $323, the bullish setup weakens. QQQ needs $724.73 for the next leg higher.
@FORRNEERO I’d lean Cloud margins and capex. A better Gemini strengthens the story, but I want to see what it earns versus what it costs. Still watching a reclaim and hold of $326.41 before looking for $331.43.
Oct. 28 watchlist: $WEN $HOOD $SKHY $BA.
SKHY's record quarter puts it on my radar. An opening-range breakout could extend the move; $145.36 is the gap-fill risk. WEN's reported $7.35 offer adds interest, but a deal isn't done. Quotes shown are premarket.
Oct. 27 close: $BA -10.71%, $RIVN +3.24%, $BETR +17.21%, $INFQ +12.98%.
RIVN's Walmart-branded van report has my attention, but no deal is confirmed. Above $12.09 could fuel follow-through; below $11.53 weakens the rebound setup.
Oct. 27 premarket gainers:
$BRAI +47.64%
$AIOK +33.62%
$XXII +32.01%
$MFIC +23.45%
Big gaps before the bell. Watching for buyers to defend the opening pullback—momentum gets less convincing if those gains start fading.
Stock Analysis snapshot retrieved 8:53 AM ET.
$SOFI CRUSHED THEIR Q3 EARNINGS
• Revenue $1.4B vs Est. $1.25B (+44% YoY)
• EPS $0.18 vs Est. $0.16
• Total Members: 17.1M (+35% YoY)
• Total Products: 26.7M (+44% YoY)
FY26 Guidance
• Revenue $5.04B vs Est. $4.87B
• EPS $0.61 vs Est. $0.59
FY27 Guidance
• Revenue $6.4B vs Est. $5.9B
• EPS $0.90 vs Est. $0.82
Oct. 26 after-hours check: $CLS +16.16%, $AMKR +3.78%, $WHR -8.51%, $BMNR flat.
CLS flipped the script after earnings. Now watching whether buyers can hold those gains next session.
JUST IN: 🇧🇷 Over $200,000,000,000 wiped out from the Brazil stock market at open after Lula da Silva wins Brazil's presidential election, defeating Flávio Bolsonaro.
Oct. 26 premarket watch: $NU $META $IREN $NBIS.
Musk's neocloud warning keeps AI names in focus. For NBIS, a reclaim and hold of $162.99 could open $167.50. Below $155.73, the rebound setup fails. Waiting for buyers after the bell.
$BE $MGM $T $VG topped the Stocktwits trending list just after the close.
$VG showed strength while the other three traded lower. Next session, watching whether VG holds its gains and buyers step back into the beaten-down names.
Oct. 23 recap | 4:06 PM ET trending snapshot
BREAKING: Stocks of US cell tower companies jump in premarket today as SpaceX is in talks to lease 80,000+ towers for its own nationwide mobile carrier.
• Crown Castle: +12%
• American Tower: +10%