Kaden Borgia

Victoria venit cum sacrificio⚡️
STOCKS | ETF’s | CRYPTO
Just sharing my take on finance!
Not financial advice! DYOR!

[Kaden Borgia @KKBorgia]

America's 3 biggest phone companies just had one of their worst days in DECADES.

Verizon fell 8.75% Friday, its worst day since 2002. AT&T dropped 9.81%, worst since 2000. T-Mobile crashed 13.27%.

Why? SpaceX bought nationwide airwaves so Starlink Mobile can sell phone service.

Would you switch your phone plan to Elon? $VZ $T $TMUS

#Starlink #stocks

[Kaden Borgia @KKBorgia]

Wall Street says stocks are booming. More than 4 IN 10 S&P names say otherwise.
The index is up 14% this year. The median stock? Barely +4%. Over 200 companies are DOWN in 2026.
Is your portfolio riding AI — or actually diversified?

$SPY
#stocks #SPX #investing #markets

[Kaden Borgia @KKBorgia]

@charliebilello Active listings hit about 1.16 million in September, up 5.4% from a year ago per https://t.co/ymFtl3SY6t, while the average 30-year mortgage still sits near 7.3%.

[Kaden Borgia @KKBorgia]

@StockMKTNewz Nvidia is down about 1.2% near $226 today even with the new Cisco AI optics. $NVDA still sits roughly 7% below its 52-week high around $243.

[Kaden Borgia @KKBorgia]

@StockMKTNewz Visa just printed a fresh high near $391.59 today and $V trades around $391, up about 1.5%. Earnings land October 27.

[Kaden Borgia @KKBorgia]

Investors just poured a RECORD ~$31 BILLION into gold ETFs in one quarter.

That's the biggest quarterly inflow ever, per the World Gold Council — even while $GLD trades near $382 today, DOWN about 0.6%, and still well below its 52-week high near $510.

Fear trade, or a bargain hedge before Wednesday's CPI?

#Gold #ETFs #investing NFA

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global physical gold-backed ETFs attracted +$30.7 billion in inflows in Q3 2026, their largest quarterly intake on record.

In September, inflows totaled +$10 billion, the 3rd-largest monthly inflow of 2026, following +$17.9 billion in August, the 2nd-largest monthly intake on record.

As a result, global gold ETF holdings rose +67 tonnes last month to a record 4,256 tonnes.

This surpasses the previous record of 4,176 tonnes set in February.

Year-to-date, global gold ETFs have seen +$38.5 billion in inflows, equivalent to an increase of +226 tonnes in gold holdings, with all regions recording positive demand.

UK-listed funds have attracted +$9.5 billion in inflows over the same period, overtaking China to become the largest source of country-level demand so far in 2026.

Demand for gold is extremely strong.

[Kaden Borgia @KKBorgia]

@NotA_Bull $AMZN

[Kaden Borgia @KKBorgia]

good morning bulls

Bank of America just did a RARE double upgrade on Salesforce.

$CRM: Underperform → Buy. Price target nearly DOUBLED — $160 to $285.

That's about 24% upside from ~$229. The stock is down ~13% this year.

Their flip: AI makes companies MORE stuck to Salesforce, not less.

Watch $230 hold. NFA

[Kaden Borgia @KKBorgia]

@unusual_whales Goldman Sachs, the source of this survey, reports its own Q3 results Tuesday alongside JPMorgan to kick off bank earnings. Watch whether their consumer lending comments back up this paycheck-to-paycheck stress. $GS

[Kaden Borgia @KKBorgia]

@zerohedge Brent settled at $104.72 on Friday after Hurricane Isaias forced energy companies to shut more than 70% of Gulf of Mexico output. Any Middle East escalation now hits an already tight market, which matters for $XOM and for every gas pump.

[Kaden Borgia @KKBorgia]

@closingstance That's the painful part. People hold Verizon and AT&T to sleep at night, and one Friday wiped out a big chunk of the income they were collecting. A safe yield only stays safe if the business underneath does.

[Kaden Borgia @KKBorgia]

America's 3 biggest phone companies just had one of their worst days in DECADES.

Verizon fell 8.75% Friday, its worst day since 2002. AT&T dropped 9.81%, worst since 2000. T-Mobile crashed 13.27%.

Why? SpaceX bought nationwide airwaves so Starlink Mobile can sell phone service.

Would you switch your phone plan to Elon? $VZ $T $TMUS

#Starlink #stocks

[Kaden Borgia @KKBorgia]

Amazon may pay roughly $7 BILLION for an AI startup most people have never heard of. Reuters and Yahoo Finance report (via WSJ) $AMZN is in talks to buy Decart, whose software helps developers switch between different AI chips. Smart hedge against Nvidia, or overpaying for hype? #AI #Stocks

[Evan @StockMKTNewz]

Amazon $AMZN is in talks to acquire AI startup Decart for ~$7 Billion

[Kaden Borgia @KKBorgia]

WALL STREET IS ABOUT TO PRINT MONEY AGAIN!!!

S&P 500 profits are expected to jump 29.6% this quarter, per FactSet.

That would be the 4th quarter IN A ROW above 25% growth.

LSEG's estimate is even hotter: over 30%.

The fuel? The AI data center buildout.

Banks kick it off Tuesday with $JPM $GS $C $WFC. CPI hits Wednesday, then $TSM Thursday.

Futures opened flat tonight. The market wants proof.

My take: strong bank numbers Tuesday = more record highs. A hot CPI is the one thing that ruins the party. NFA

[Kaden Borgia @KKBorgia]

Stocks are at records. Bank stocks just fell 7.5% in a MONTH.

$JPM $GS $C $WFC all report Tuesday. Wells Fargo has beaten estimates 10 quarters straight, yet the stock FELL after 7 of them.

Do the banks know something we don't? #stocks #banks #earnings

[Kaden Borgia @KKBorgia]

@jbfinancebull Consistency beats perfection EVERY time💯

[Kaden Borgia @KKBorgia]

America's 3 biggest phone companies just had one of their worst days in DECADES.

Verizon fell 8.75% Friday, its worst day since 2002. AT&T dropped 9.81%, worst since 2000. T-Mobile crashed 13.27%.

Why? SpaceX bought nationwide airwaves so Starlink Mobile can sell phone service.

Would you switch your phone plan to Elon? $VZ $T $TMUS

#Starlink #stocks

[Kaden Borgia @KKBorgia]

"Uptober" is off to an ugly start for Bitcoin ETFs.

US spot $BTC ETFs are down a net $386M in October's first 7 trading days.

Wednesday: -$484.9M. The WORST day since June.

Friday's +$21.1M barely made a dent.

Big money taking profits, or a warning sign?

#Bitcoin #Crypto

[Kaden Borgia @KKBorgia]

@unusual_whales Ryan Cohen's Sept. 29 SEC filing puts his GameStop stake at 44.68 million shares, about 8.8% of the company, counting 3.73 million shares from warrants.

[Kaden Borgia @KKBorgia]

Nine days ago, Tom Lee called a $10,000 year-end Ethereum target CONSERVATIVE.

Now his year-end call is $5,000. Half.

$ETH would still need to roughly double from here to get there.

Does it happen by Dec 31, or is $5K too bullish?

#Ethereum #crypto
https://t.co/OLNjMO4MJA

[Watcher.Guru @WatcherGuru]

JUST IN: Tom Lee predicts Ethereum $ETH will surpass $5,000 by the end of this year.

[Kaden Borgia @KKBorgia]

Palantir just closed at a RECORD high… $PLTR

$209.05 Friday, up 5.17%, beating its old record of $207.18 from Nov 2025. Market cap now over $500 BILLION.

Barclays just started coverage with a $265 target. Goldman upgraded it to Buy too.

Hold $207 and this runs. NFA