Grant Whitaker

20+ yrs in finance. Ex-J.P. Morgan analyst. Stocks & businesses. Follow my daily stock notes. Here to share & learn with investors across industries. 👇

[Grant Whitaker @GrantWhitaker_]

From $MU to $AVGO, here are a few investments that shaped my thinking over the past 12 years—and how I’m looking at AI today. https://t.co/Vx5qKrDcpi

[Grant Whitaker @GrantWhitaker_]

@tmoneydaily 😂

[Grant Whitaker @GrantWhitaker_]

AI stocks are getting hit. Here are 5 I’m watching through the next earnings cycle:
$MSFT $521 → $600
$GOOGL $324 → $430
$AMZN $250 → $330
$NVDA $212 → $315
$AVGO $323 → $535
One earnings report could change the whole list. Which target do you believe in most?

[Grant Whitaker @GrantWhitaker_]

@sHotta_bArbie69 @BitcoinArchive I’d be watching sustained ETF inflows and easier liquidity. That would make the $180K case a lot easier for me to buy.

[Grant Whitaker @GrantWhitaker_]

@Incite_corp $343 is the first test. I’m watching Cloud growth and cash flow in the next report. That’s what would make $430 feel realistic to me.

[Grant Whitaker @GrantWhitaker_]

@jason51884717 @sirsmicks @cmsinvests Alright, bring it on!

[Graham Sullivan @GrahamSullivanG]

@ProblemSniper @GrantWhitaker_ What’s your take on this? I’d love to hear your thoughts and this creator’s advice.

[Grant Whitaker @GrantWhitaker_]

GOOGL near $320 has my attention. If that $300 put runs through earnings on Oct 28, I’d only sell it if I’m comfortable taking the shares. It could gap below the strike. Cloud is growing fast, but I want to see what the AI spending does to cash flow. I’m watching semis before adding more tech.

[Grant Whitaker @GrantWhitaker_]

@KobeissiLetter Almost 50% in an equal-weight energy fund is wild. Curious whether earnings can keep up with that run.

[Grant Whitaker @GrantWhitaker_]

@JackyCh44228923 @Hilary_Bonner @OMillionaires 130 is a tough entry. I’d set breakeven aside for now and ask whether you’d still want to own RBLX at today’s price. If the position is too big to sit through another pullback, that matters too.

[Grant Whitaker @GrantWhitaker_]

@jason51884717 @sirsmicks @cmsinvests Don’t worry, I don’t see that happening in the next few years. I don’t think we’re at that point in the cycle yet.

[Grant Whitaker @GrantWhitaker_]

Turkey’s BIST 100 is back near 11,300, roughly 25% below its May peak. Every rebound on this chart has been sold. 🇹🇷

[Grant Whitaker @GrantWhitaker_]

@macropaperr It’s okay. Things will get better.

[Grant Whitaker @GrantWhitaker_]

@Mini_Tradez BKYI didn’t get the memo about it being a slow day. Curious to see where you got in.

[Grant Whitaker @GrantWhitaker_]

Follow me for the latest updates and a more complete picture.
Five names I'm still watching through earnings. Different opportunities, different risks.

$META — Q3 revenue +26%, with ad pricing up 14%. The ad business is delivering. The hurdle: $34.9B of capex and negative quarterly free cash flow. I want growth to translate into better cash returns.

$TSLA — Back to positive quarterly free cash flow at $1.5B. Storage deployments rose 10% YoY, but operating margin was just 2.6%. Energy keeps me interested; autonomy still needs to prove its economics.

$LRCX — Record September-quarter revenue of $8.22B, up 22% sequentially. AI-related chip investment supports the case. Customer spending and equipment-cycle risk still matter, even after a strong quarter.

$WDC — A data-center hard-drive story, not a NAND trade. Earnings arrive Oct. 22 after the close. I'm watching pricing, margins and guidance before getting more aggressive.

$IBM — Software revenue grew 8%, and management raised its full-year free-cash-flow outlook. A constructive enterprise-tech setup if software momentum holds, though consulting revenue was flat.

LRCX's operating momentum and META's ad business stand out to me. WDC is the next catalyst. Still constructive, but a lower price alone doesn't make a stock cheap.

#Stocks #Earnings

Oct. 22, 2026 • Before WDC results.
Not financial advice.

[Grant Whitaker @GrantWhitaker_]

@Barchart Guess we’re cooked 😂

[Grant Whitaker @GrantWhitaker_]

Firmly bullish $TSLA into earnings. SpaceX merger talks and a stronger tech tape are fueling interest. No deal is agreed.

Hold $380–382 and close above $390: I'm watching $400, then $410–420 if $400 clears.

Earnings after the bell can reset the setup. Respect the gap risk.

[Grant Whitaker @GrantWhitaker_]

Where my Netflix Bagholders at?😂😂

[Grant Whitaker @GrantWhitaker_]

@Thomas_james_1 Sorry, I’m bullish.🚀🚀🚀🚀🚀

[Grant Whitaker @GrantWhitaker_]

@Mr_Derivatives Let’s go!!! 🚀

[Grant Whitaker @GrantWhitaker_]

@glennyboiboi Check out some of my recent posts on where I think the market is headed when you have a minute. Hope they’re helpful for your trading! Feel free to share what sectors or stocks you’re watching, too. I might be keeping an eye on the same ones