Breaking: SpaceX is surging after Morgan Stanley called it attractively valued ahead of Starship's 15th test flight
7 Congress members disclosed buying $SPCX this year
$SPCX added ~$110,460,000,000 in market cap today
Breaking: The Trump administration is giving Vistra $4,000,000,000 loan to upgrade 3 nuclear plants
‣ Nancy Pelosi bought up to $750K at ~$171
‣ Peter Thiel filed ~$60M position at ~$148
$VST trades at $140 right now
Trump is offering them 4 BILLION Dollars🚫
$VST is a name you are seeing all of X and socials but why isnt anyone showing the higher TF?
This is the type of chart that should get you excited, buy when people are scared vs euphoric. One of the best stocks for nuclear exposure
A Stanford professor took two average stocks, rebalanced them daily, and turned $100,000 into $7 million without predicting a single price.
Bookmark & watch today, no matter what.
History points to stronger equity returns ahead:
Since 1928, the S&P 500 has risen +2.1% on average during the first half of October in US midterm election years, making it the strongest-performing half-month of Q4.
Over this period, positive returns occurred 71% of the time, the 3rd-best hit rate of the last quarter of the year.
This follows a historically weak second half of September, which has seen a -1.1% decline on average.
Subsequently, in the second half of October, the S&P 500's average return is +0.3%, with a 62% hit rate.
November has historically been even stronger, with the first half averaging a +1.7% return and posting positive returns 79% of the time.
Seasonality is turning more favorable for stocks.
Amazon $AMZN has agreed to buy 690 megawatts of nuclear power from Constellation Energy $CEG
The 20-year power-purchase agreement includes 190 megawatts of new capacity that will come from upgrading the Calvert Cliffs nuclear plant - Bloomberg
Hear me out.
$SOFI is a $50 stock trading at $17.
$CRWV is a $230 stock trading at $87.
$NFLX is a $95 stock trading at $69.
$VST is a $210 stock trading at $135.
$ORCL is a $220 stock trading at $130.
$APP is a $800 stock trading at $300.
$IREN is a $80 stock trading at $41.
Huge divergences like this don't stay for long.
Save this and come back in 6 months, most of these stocks will be on their way to reach these targets.
🚨BREAKING
Rare Earth stocks are bouncing back up today.
The Trump administration invested $400m into $MP more than a year ago when the stock was trading at ~$30.
They also invested ~$300m into $USAR when it was trading at ~$17 its trading 16% lower today.
On April 9th, 2025, President Trump announced a "tariff pause" as the 10Y Note Yield hit 4.60%.
Days later, Trump said he had been "watching" the bond market which was a major driver of his decision to pause the trade war.
Today, the 10Y Note Yield is +70 basis points above the April 2025 high.
It seems the US Treasury has given up for now.
Anthropic has filed for an IPO, with its prospectus seen by Reuters, potentially targeting a valuation above $2 trillion.
The listing is reportedly likely to come after the November U.S. midterm elections.
Some numbers behind that potential $2T valuation:
• FY25 revenue: $4.59B, up 1,088% YoY
• Operating loss: $8.06B
• Compute + infrastructure spend: $7.33B, up 190%
• Cash + short-term investments: $20.28B
• Future cloud, compute + infrastructure obligations: roughly $518B
At a $2T valuation, Anthropic would be valued at more than 400x its FY25 revenue.
The filing gives one of the clearest looks yet at what public markets may be asked to pay for frontier AI growth, and just how capital-intensive that race is becoming.
Source: Reuters
Amazon $AMZN now has more than 1 million robots deployed across their network of warehouses.
Each robot packer at a warehouse can replace 25 workers.
The machines are coming for more jobs than you think.
Genuinely, why pay ~57x earnings for $AMD when you can buy:
$AVGO — ~20x fwd P/E ✅
$NVDA — ~19x fwd P/E ✅
All 3 have similar projected growth
profiles over the next few years.
Not to mention the massive
difference in profitability.
That's all I have to say.