Mike O'Neil

[OSINTdefender @sentdefender]

Smoke rises from the site of a possible cruise missile impact or shoot down near Votkinsk in Central Russia, over 800 miles from Ukraine. Several Ukrainian FP-5 “Flamingo” Cruise Missiles were spotted earlier over the Chuvash Republic just to the east Votkinsk, with the target of the missiles likely being the Votkinsk Machine Building Plant, which produces ballistic missiles for the Russian Armed Forces.

[Wall St Engine @wallstengine]

The market is reading the 9-of-18 split favoring a hike this year as hawkish, as expected.

[CNBC Tech @CNBCtech]

Anthropic asked for regulation. Washington went much further https://t.co/KtV1BFnSEQ

[Matt Dratch @DratchCap]

The FUD narratives are getting hard to keep straight. Last week the bear case was that everyone would token-minimize, use cheap models / harnesses, and cut spend. Now the bear case is that restrictons at the frontier collapse diffusion and maybe the whole TAM.

These are opposite arguments coming from the same people within days. If cheap models and harnesses are enough to drive diffusion, reg at the bleeding edge matters less. If frontier reg collapses the TAM, then the frontier models are more valuable than the pple were saying last week.

Same thing with Jevons paradox. People understand it perfectly when cheaper models drive more usage, then forget it when they say cheaper memory solutions / edficiencies will crush HBM / DRAM.

I suppose when these inconsistencies / viral slop fests chill out, that will be my best tell that it’s time to rotate to the ‘End Game AI trade’… TLT

[McFly @ilzmcfly]

$IREN
"The Tortoise and the Hare" is one of Aesop's Fables and is numbered 226 in the Perry Index. The account of a race between unequal partners has attracted conflicting interpretations. The fable itself is a variant of a common folktale theme in which ingenuity and trickery are employed to overcome a stronger opponent.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $WULF TeraWulf Expands 𝐋𝐚𝐤𝐞 𝐌𝐚𝐫𝐢𝐧𝐞𝐫 AI Campus With $𝟐𝟗𝟎𝐌 Schneider Partnership

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Schneider Electric and Motivair deliver $𝟐𝟗𝟎𝐌 in AI infrastructure solutions.

➤ TeraWulf’s 𝐋𝐚𝐤𝐞 𝐌𝐚𝐫𝐢𝐧𝐞𝐫 campus targets up to 𝟕𝟓𝟎 𝐌𝐖 capacity.

➤ Facility designed for large-scale 𝐀𝐈 and 𝐇𝐏𝐂 workloads.

➤ Anchor tenants include 𝐂𝐨𝐫𝐞𝟒𝟐 and 𝐅𝐥𝐮𝐢𝐝𝐬𝐭𝐚𝐜𝐤, backed by Google.

➤ Campus leverages advanced 𝐥𝐢𝐪𝐮𝐢𝐝 𝐜𝐨𝐨𝐥𝐢𝐧𝐠 and integrated power systems.

➤ Site powered by New York grid with ~𝟖𝟗% 𝐳𝐞𝐫𝐨-𝐜𝐚𝐫𝐛𝐨𝐧 energy mix.

➤ Project highlights growing urgency around AI infrastructure and “𝐭𝐢𝐦𝐞 𝐭𝐨 𝐩𝐨𝐰𝐞𝐫.”

[Hardik Shah @AIStockSavvy]

$AMAT | 𝐀𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 𝐐𝟐 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $7.91B (↑ 11% YoY) | GAAP EPS: $3.51 | Adjusted EPS: $2.86

👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐬:

➤ 𝐄𝐏𝐈𝐂 𝐂𝐞𝐧𝐭𝐞𝐫 partnerships expanded with TSMC, SK hynix, Micron and Advantest.

➤ 𝐓𝐒𝐌𝐂 collaboration targets next-generation AI semiconductor commercialization.

➤ 𝐒𝐊 𝐡𝐲𝐧𝐢𝐱 agreement accelerates DRAM and HBM innovation for AI systems.

➤ 𝐌𝐢𝐜𝐫𝐨𝐧 partnership focuses on advanced DRAM, HBM and NAND technologies.

➤ 𝐀𝐒𝐔, 𝐑𝐏𝐈 and 𝐒𝐭𝐚𝐧𝐟𝐨𝐫𝐝 joined EPIC Center as inaugural research partners.

➤ Introduced 𝐚𝐭𝐨𝐦𝐢𝐜-𝐬𝐜𝐚𝐥𝐞 deposition systems for advanced GAA transistor manufacturing.

➤ 𝐓𝐫𝐢𝐥𝐥𝐢𝐮𝐦 𝐀𝐋𝐃 technology improves transistor optimization for AI computing applications.

➤ 𝐏𝐫𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐒𝐞𝐥𝐞𝐜𝐭𝐢𝐯𝐞 𝐍𝐢𝐭𝐫𝐢𝐝𝐞 PECVD enhances chip performance-per-watt.

➤ Agreement signed to acquire 𝐀𝐒𝐌𝐏𝐓’𝐬 𝐍𝐄𝐗𝐗 advanced packaging deposition business.

➤ Received 𝐈𝐧𝐭𝐞𝐥 𝟐𝟎𝟐𝟔 𝐄𝐏𝐈𝐂 𝐒𝐮𝐩𝐩𝐥𝐢𝐞𝐫 𝐀𝐰𝐚𝐫𝐝 for technology development excellence.

➤ Increased quarterly dividend 𝐛𝐲 𝟏𝟓% to $0.53 per share.

➤ Returned 𝐭𝐨𝐭𝐚𝐥 𝐨𝐟 $𝟕𝟔𝟓𝐌 to shareholders via buybacks and dividends.

➤ Semiconductor equipment business expected to grow 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝟑𝟎% in calendar 2026.

👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“Applied Materials delivered record quarterly performance, and we now expect our semiconductor equipment business to grow more than 30 percent in calendar 2026,” said Gary Dickerson, President and CEO.

👉 𝐂𝐅𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“The growth in AI that Applied has been investing for is now in full force,” said Brice Hill, Senior Vice President and CFO. “We have increased our build plan, inventory positions and logistics capacity, and we are driving higher operating profit and productivity across the company.”

[Evan @StockMKTNewz]

Microsoft $MSFT is reportedly considering whether to delay or even abandon its 2030 target of matching 100% of its electricity use with renewable energy purchases - Bloomberg

[McFly @ilzmcfly]

Forget about $cifr & $iren moving in tandem...

Two of my favorites stocks, $amd & $iren have been riding similary to each other ytd.

$amd is riding on the back of AI agentic cpu's and the soon to come MI455X & MI500's

$iren is sitting on possibly one of the best AI Data Center setups yet.

Still my favorite AI plays with great R/R

Not financial advice, DYOR.

[Mike O'Neil @OWS______]

@morganhousel Spot on

[Mike O'Neil @OWS______]

@StockMKTNewz TipRanks

[Mike O'Neil @OWS______]

@BillAckman Absolutely spot on. Much appreciated Bill.

[Mike O'Neil @OWS______]

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut. https://t.co/hGIMzRuSfw

[Mike O'Neil @OWS______]

Are you helping your kids purchase a car, a home, or even a business? Keep these considerations in mind: https://t.co/F9pi7Rg4Jb

[Mike O'Neil @OWS______]

Investigations, infrastructure and immigration will all be on the table, says Washington Policy Analyst Ed Mills. https://t.co/f5u32TRBmA

[Mike O'Neil @OWS______]

The results are in and it’s a mixed signal election. Read as Raymond James Washington Policy Analyst, Ed Mills, explains what to expect from this outcome. https://t.co/aAeDCja78F

[Mike O'Neil @OWS______]

Read the weekly bond market commentary from Doug Drabik. https://t.co/7ZV8X3oTxI

[Mike O'Neil @OWS______]

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut. https://t.co/dAahLCLVmK

[Mike O'Neil @OWS______]

Take a look at what’s happening in the economy and capital markets, as well as key factors our analysts are watching, in the October market update: https://t.co/dQlC5lkHj2

[Mike O'Neil @OWS______]

Watch Ed Mills, Washington Policy Analyst, discuss how uncertain election outcomes impact the market. https://t.co/uisO8sjOtw