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[MSX @msxcom]

Coffee’s on MSX this Thanksgiving season ☕

We’re giving away 100 pour-over coffee gift sets to keep you sharp for the next market move.

Open to new and existing users. Two ways to qualify: exclusive invites or hitting the monthly targets.

Nov. 1, 00:00 – Nov. 30, 23:59 UTC.

Full rules and sign-up link in the replies 👇

#MSX

[MSX @msxcom]

Full notice:
https://t.co/DMatMIjVz8

[MSX @msxcom]

[Dividend Distribution Notice]

MSX has completed its Nov. 7–15 dividend distribution round for five U.S. stock tokens, including $AA and $MA .

Dividends were automatically credited to eligible accounts. No action required.

See the notice in the replies for payout details and how to check your dividends 👇

[MSX @msxcom]

Remember asking who delivers fastest? $NBIS just found out the hard way.

Q3 revenue ripped 571% past estimates with $12B+ in new deals, yet data-center delays and surging spend still sank the stock 16%+.

Buying this dip or waiting on live racks? 👀

#AI

[MSX @msxcom]

$CRWV , $NBIS , and $CBRS are sitting on a wild $166.6B backlog, with YoY growth running from 159% to 521%.

$CRWV kicks things off after the bell tonight; $NBIS and $CBRS follow Thursday. Orders are stacked—who delivers fastest? 👀

#AI

[MSX @msxcom]

If you only checked the Nasdaq’s -0.39% close, you missed a wild intraday ride.

$NVDA plunged nearly 14% on Jensen Huang’s surprise exit—so how did it bounce back off the lows? 👀

#AI

[MSX @msxcom]

$NVDA shed ~$500B (-11%) in four days as Jensen Huang stepped down—and that cash rotated straight into Big Tech’s Plan B.

$AMD ripped 30.3% (a 41.3-point spread over $NVDA ), while $AVGO , $ANET , and $CSCO rallied alongside it.

Is the one-horse AI race over? 👀

#AI

[MSX @msxcom]

The AI plumbing just delivered: $CSCO networking jumped 43% with a full-year guidance hike (+5% AH), while $AMAT posted +92% adjusted EPS and beat next-quarter guidance.

Neoclouds are borrowing billions to build racks, while the shovel sellers are already cashing checks. Team $CSCO or $AMAT ? 👀

#AI

[MSX @msxcom]

Power and neoclouds had their turn—Thursday after hours is all about the AI plumbing.

$CSCO (+32.0% est. EPS) and $AMAT (+87.1%) report together, giving us a live read on switching, optics, HBM, and fab gear.

Playing $CSCO or $AMAT? 👀

#AI

[MSX @msxcom]

Not the woman I was expecting. 🤡

[MSX @msxcom]

While tech catches its breath, old-money cash cows are quietly stealing the tape.

Backed by ~$352.3B in cash and ~$9.6B in Q3 buybacks, $BRK.B jumped 13.65% this past month—leading a rotation into staples ($WMT , $COST ), healthcare ($LLY , $JNJ ), and financials ($JPM , $XLF ).

Rotating into value here? 👀

#USStocks

[MSX @msxcom]

Full Daily Recap 👇
https://t.co/AMjRnpO8tn

[MSX @msxcom]

Jensen Huang stepped down as CEO, knocking $NVDA down 14%+ intraday (-4.34% close)—yet the Nasdaq barely blinked (-0.39%).

$NBIS cut its revenue outlook on data-center delays, while $AMAT posted 53% sales growth and a guidance beat after hours. CEO drama, delayed buildouts—yet the fab-gear vet keeps cashing checks.

Full daily recap in the replies 👇

#AI

[MSX @msxcom]

Scared money bid Consumer Staples up to 23.7x P/E for just 6.5% growth.

Meanwhile, Tech is set for 42.2% growth at 17.3x—nearly 32% below its 5-year average.

Paying a premium for toothpaste, or buying growth on sale? 👀

#USStocks

[MSX @msxcom]

$NVDA just launched an independent board probe—and somehow still climbed 2.87%. Meanwhile, $CRWV crushed earnings and surged 24.7%.

The headline drama isn’t even over, so why are AI stocks ripping right through the noise? 👀

#AI

[MSX @msxcom]

Five AI giants just burned free cash flow down to -$14B on CapEx.

Meanwhile, $AAPL kept 93.8% of its cash, dropped $86.4B on buybacks, and sits at $5.17T—nearly $1T ahead of $NVDA .

Why pave roads when you own the tollbooth? 👀

#USStocks

[MSX @msxcom]

A $556.9B AI buildout just pushed the top five hyperscalers into negative free cash flow (-$14B) for the first time ever.

Stock buybacks have been slashed by 83%, and Big Tech is now tapping debt and equity markets for fresh cash.

They used to spoil shareholders with buybacks; now they’re starving the buybacks to feed the server rooms—and passing the hat on Wall Street.

#AI

[MSX @msxcom]

Wall Street barely opened the Q&A, and the chip landlords are already writing checks.

MSX Pre-IPO Phase 2 pick Anthropic targets a $1.4T valuation and $90.4B raise—with $GOOGL and $NVDA leading a $26B private placement before its Nov 19 Nasdaq debut (ANT).

In on day one? 👀

#AI

[MSX @msxcom]

Anthropic has filed for an IPO, eyeing a Nasdaq debut the week of Nov. 16 as $ANT .

Turns out Wall Street has prompts too. Mostly about money.

#AI

[MSX @msxcom]

$NVDA investors on the way to the bottom.

[MSX @msxcom]

Full Daily Recap 👇
https://t.co/BltQyMCtYl

[MSX @msxcom]

$CRWV ’s ~$9B prepayment buzz had AI, storage, and optics cooking again (Nasdaq +1.60%)—until $NVDA (+2.92%) faceplanted 8%+ after hours on exec headlines and pulled the plug on the party.

Today: jobless claims & $NBIS premarket; $AMAT & $CSCO after the bell.

Full daily recap in the replies 👇

#AI

[MSX @msxcom]

Power and neoclouds had their turn—Thursday after hours is all about the AI plumbing.

$CSCO (+32.0% est. EPS) and $AMAT (+87.1%) report together, giving us a live read on switching, optics, HBM, and fab gear.

Playing $CSCO or $AMAT? 👀

#AI

[MSX @msxcom]

$CRWV kicked off AI compute earnings, bumping its backlog from $103.7B to $132.5B.

Q3 revenue surged 168.2% to $3.66B past guidance, but $846M in interest turned $207M of operating profit into a $709M loss.

Lenders ate first—can $NBIS or $CBRS top this Thursday? 👀

#AI

[MSX @msxcom]

$CRWV , $NBIS , and $CBRS are sitting on a wild $166.6B backlog, with YoY growth running from 159% to 521%.

$CRWV kicks things off after the bell tonight; $NBIS and $CBRS follow Thursday. Orders are stacked—who delivers fastest? 👀

#AI

[MSX @msxcom]

October CPI didn’t do bulls any favors, coming in hot at +0.4% MoM.

Treasury yields climbed right back up and the Nasdaq slipped 0.74%. With inflation running hot again, is this bounce already cooked? 👀

#AI