Elad Nessim

[Neal 🇦🇺 @NealGardner_]

Oh wow… this is getting serious.

[(El Maestro de Las Greñas) @MaestroMelena]

RT si te dejaron mejor recuerdo que Ferrán

[awlivv @awlivv69]

rt if you fucking hate AI

[Tereza Ann💙❤️ @ann_tereza]

Repost this if you want Xabi Alonso in!

[Wall St Engine @wallstengine]

Nvidia $NVDA Q3'26 Earnings Highlights

🔹 Revenue: $57.01B (Est. $55.19B) 🟢; UP +62% YoY; UP +22% QoQ
🔹 Adj EPS: $1.30; UP +60% YoY; UP +24% QoQ
🔹 Data Center Revenue: $51.2B (Est. $49.34B) 🟢; UP +66% YoY; UP +25% QoQ

Q4'26 Guide:
🔹 Revenue: $65.0B ±2% (Est. $61.98B) 🟢
🔹 GAAP Gross Margin: ~74.8% ±50bps
🔹 Adj Gross Margin: ~75.0% ±50bps
🔹 GAAP OpEx: ~$6.7B
🔹 Adj OpEx: ~$5.0B

Segment Revenue:
🔸 Blackwell platform: record data center demand, with Blackwell delivering the highest performance and 10x throughput per megawatt vs prior gen in SemiAnalysis InferenceMAX benchmarks
🔹 Gaming: $4.3B (Est. $4.42B) 🔴; UP +30% YoY; DOWN -1% QoQ
🔹 Professional Visualization: $0.76B (Est. $0.61B) 🟢; UP +56% YoY; UP +26% QoQ
🔹 Automotive: $0.59B (Est. $0.62B) 🔴; UP +32% YoY; UP +1% QoQ

Other Metrics:
🔹 Adj Gross Margin: 73.6%; UP +0.9 pts QoQ; DOWN -1.4 pts YoY
🔹 Adj Operating Expenses: $4.22B (Est. $4.22B) 🟡; UP +38% YoY; UP +11% QoQ
🔹 Adj Operating Income: $37.75B (Est. $36.46B) 🟢; UP +62% YoY; UP +25% QoQ
🔹 Adj Net Income: $31.77B; UP +59% YoY; UP +23% QoQ

Profitability & Cash Flow:
🔹 Free Cash Flow: $22.09B; UP +32% YoY
🔹 Returned $37.0B to shareholders in the first nine months of FY26 via buybacks and dividends
🔹 Share repurchase authorization remaining: $62.2B at Q3 end
🔹 Quarterly Dividend: $0.01 per share payable Dec 26, 2025 (record date Dec 4, 2025)

Commentary:
🔸 “Blackwell sales are off the charts, and cloud GPUs are sold out.”
🔸 “Compute demand keeps accelerating and compounding across training and inference, each growing exponentially. We’ve entered the virtuous cycle of AI.”

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US ETF inflows have crossed above +$1.0 trillion in 2025, the highest YTD total in history.

Inflows are now running ~3.5x above the usual seasonal average every month.

Flows are now on track to exceed +$1.25 trillion in 2025 for the first time.

By comparison, the full-year record in 2024 was +$1.1 trillion.

Meanwhile, over 800 new ETFs have launched this year, already surpassing the 2024 record.

The ETF boom is accelerating.

[unusual_whales @unusual_whales]

Trump has said:

REPORTER: "Would you support a ban on congressional stock trading?"

Trump: "Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send that to me, I would do it."

REPORTER: "You'll sign it?"

Trump: "Absolutely."

[The Kobeissi Letter @KobeissiLetter]

The Fear & Greed Index closed the week at 4, Extreme Fear.

There has rarely ever been a time in recent history with more fear in the market.

[Troll Football @TrollFootball]

RT if you knew Núñez would miss his penalty.

[Reshad Rahman @ReshadRahman]

Say nothing, JUST RT.

[Investing.com @Investingcom]

⚠️BREAKING:

*U.S. Q3 CORE PCE PRICES RISE 2.1% Y/Y; EST. 2.2%; PREV. 2.8%

*LOWEST SINCE Q4 2023

🇺🇸 🇺🇸

[Barça Buzz @Barca_Buzz]

❗️Pau Cubarsí wants to play against Real Sociedad on Sunday and has asked Barcelona to find him a mask that would allow him to play by minimising the risk of the wound reopening.

Due to this request, a specialist was contacted today to see if they can find a mask for him which would prevent his wound from worsening and which not cause him discomfort and not hinder his vision.

The decision whether or not he will be included in the squad to face Real Sociedad will be made tomorrow by Hansi Flick after consulting Cubarsí himself and Dr. Pruna.
#FCB 🇪🇸

Via: @ffpolo [md]

[unusual_whales @unusual_whales]

Amazon CEO Andy Jassy has consistently warned remote workers that if they don’t comply with return-to-office (RTO) mandates, “it’s not going to work out” for them at the company.

Read more: https://t.co/VzvjrFkPLR

[GURGAVIN @gurgavin]

NEW DAY AND NEW YEARLY CLOSING HIGH FOR ALIBABA

I AM NOW UP ALMOST 70% 🤝

$BABA

[Fabrizio Romano @FabrizioRomano]

🔵🔴🇧🇷 Raphinha: “One of my dreams was to hear the fans chant my name... it happened and it was an emotional moment for me”.

“I’m in the best moment of my career, I’m happy to help Barça in the best way possible”.

[The Mossad: Satirical and Awesome @TheMossadIL]

By order of @elonmusk, who controls us (or do we control him? we can never get that conspiracy right):

All X Mossad agents must post a picture of your four-legged, furry or otherwise non-human agents.

[Managing Barça @ManagingBarca]

🚨 Hansi Flick started pre season with the idea of signing a number 6, but Marc Bernal’s performances changed his mind.

Flick is very impressed by Bernal — especially his technique & believes that he is a classic German number 6. @sport 🔵🔴🌟

[Mundo en Conflicto 🌎 @MundoEConflicto]

🇮🇱🇱🇧 | El Ejército israelí anunció un ataque aéreo en el distrito libanés de Beqaa Occidental, donde eliminaron a Mosab Khalaf, un alto líder terrorista de Jamaa Islamiya responsable de múltiples ataques contra Israel.}

[Evan @StockMKTNewz]

Nvidia $NVDA is now less than $100B behind Google $GOOGL

[GURGAVIN @gurgavin]

NETFLIX EARNINGS COME OUT TOMORROW AT 4:00 PM ET $NFLX

EXPECTED NUMBERS

REVENUE -> $8.71 BILLION ( UP 11% YoY )

EPS -> $2.19 ( UP 140% YoY )

NEW PAID SUBSCRIBERS -> + 8.91 MILLION

TOTAL PAID SUBSCRIBERS -> 256.11 MILLION