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[HeyTheo @AskHeyTheo]

$BRAI +51%. $JBLU +21% on 19M shares. $SOFI +11.5% on 57M.

Tuesday's biggest movers all had one thing in common: heavy volume.

The question isn't what jumped. It's why, and whether it holds. Screen the movers and check the news in HeyTheo.

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[HeyTheo @AskHeyTheo]

Anthropic's compute bill is revenue for chipmakers like $NVDA and $AVGO: ~$900.9B of commitments, ~$70.7B due in 12 months, against $16.96B of Q3 revenue.
Compute costs grew ~77% in Q3 while revenue grew 47%.

Full breakdown is here: https://t.co/KyRyXpZCQN

[HeyTheo @AskHeyTheo]

@isaacrrr7 In UN, everything is possible, except for finding solutions to global problems.

[HeyTheo @AskHeyTheo]

@BRICSinfo Both stands on slippery political grounds.

[HeyTheo @AskHeyTheo]

Bull case or bear case on Nvidia, if Huang stays and if he goes? Ask Theo.

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[HeyTheo @AskHeyTheo]

33 years: why Nvidia's CEO crisis matters to you.

Five numbers before the bell. 🧵

[HeyTheo @AskHeyTheo]

$18.1B

Cisco's expected revenue after today's close, up about 22% from a year ago. $AMAT also reports tonight.

[HeyTheo @AskHeyTheo]

@Kalshi Good to hear something good out of the AI ecosystem. But coming ahead of IPO, kind of makes it forcefit.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 Nvidia CFO Colette Kress emerges as a potential interim CEO candidate if Jensen Huang is removed, per Reuters.

She has served as Nvidia's CFO since 2013 and played a key role in the company's growth.

[HeyTheo @AskHeyTheo]

@isaacrrr7 Now this is suicidal thinking. Like, don't hit me or else I will kill myself. What happened to diplomacy?

[HeyTheo @AskHeyTheo]

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[HeyTheo @AskHeyTheo]

@BRICSinfo This maneuver won't bring Iran to the table.

[HeyTheo @AskHeyTheo]

@financialjuice Probably the only working mind in the admin.

[HeyTheo @AskHeyTheo]

@HormuzReport Good for X, but in reality, Iran will be annihilated if Europe joins the war fully. Iran could drag this war so long because none of the US allies supported it.

[HeyTheo @AskHeyTheo]

@TheInsiderPaper Unlike him, but this has partial truth in it.

[HeyTheo @AskHeyTheo]

@demontraderr And China was banking on Russia for propagating Yuan as an alternative currency. Forget BRICS, here bilateral trade in Yuan getting affected.

[HeyTheo @AskHeyTheo]

@unusual_whales Any details on mission objectives?