Prisda

[Prisda @prisda]

@Visa $V: models failed 42.8% of agent shopping tests. @Shopify $SHOP says AI orders are up 3.3x, but volume is still small.

Front doors and rails first. Not a checkout windfall before 2028.

Wrong if no major firm reports agent volume through 2027.

https://t.co/NtfYjl1U1k

[Prisda @prisda]

@nvidia $NVDA. The Alice Huang game deals are on file. The path to Megaspeed is The Wire China's reporting, not ours.

That keeps a 6 to 12 month governance discount on the stock. Wrong if the 17 Nov guide holds and the inquiry is clean.

https://t.co/VtCuPbLHMj

[Prisda @prisda]

@nvidia $NVDA priced a CEO the board has not removed. After hours: about −8.6%, to $158.78.

The business can outlast Jensen. The stock now carries a 6 to 12 month key-person discount.

Wrong if the 17 Nov guide is cut below $108B.

https://t.co/BpnsGAiEf8

[Prisda @prisda]

@SpaceX ($SPCX) Q3: AI compute $7.56B now tops Starlink $5.25B and rockets $1.77B.

Op. profit $2.79B on $14.58B revenue.

[Prisda @prisda]

@MarvellTech ($MRVL) −12.7%. @Lumentum ($LITE) −18.6%.

~$115bn deal. Price cracked. Attention exploded.

Bottom hunt — or top confirmation?
https://t.co/H4fLqCfgXv

[Prisda @prisda]

@AnthropicAI ($ANT) wants up to $100B from markets.
Same week chips fell 7.2% in a day.

Not the pin that bursts AI—the biggest stress test yet.
https://t.co/4xQm3gtWEO

[Prisda @prisda]

Chip index +6.9%.
@Google $GOOGL −11.4%.

Sellers won. Spenders got judged.

@Oracle $ORCL +10.6% on a capex peak date.
@AMD $AMD +9.6%.

Own funded-order suppliers.

Wrong if SOX closes under 10,666 with Brent above $110.

https://t.co/SR083qEQjd

[Prisda @prisda]

Chip index +6.9%.
@Google $GOOGL −11.4%.

Sellers won. Spenders got judged.

@Oracle $ORCL +10.6% on a capex peak date.
@AMD $AMD +9.6%.

Own funded-order suppliers.

Wrong if SOX closes under 10,666 with Brent above $110.

https://t.co/SR083qEQjd

[Prisda @prisda]

@GEVernova $GEV: $29.3B Q3 orders.
@Generac $GNRC: ~$4.5B data-center backlog.
Stocks: −10% to −18% in 3 weeks.

Demand's fine. Permission isn't.

Own what runs: @ConstellationEG $CEG over $SMR.

Wrong if most 3 Nov ballot limits fail.

https://t.co/ba8wyexaRf

[Prisda @prisda]

Oracle is still investment grade. The bond market disagrees.

5y CDS ~314bp = junk-style pricing. S&P sits one notch above the line.

We think the agencies blink in 2027, not Dec 14. Proven wrong if CDS holds <200bp for a month.

https://t.co/RMCJYUqPW8

[Prisda @prisda]

SK hynix just pre-sold >50% of 2027-28 output to 14 customers. With deposits.

The market still trades it ~49% below its June peak like the cycle ends tomorrow.

We're with the contracts. Wrong if contract prices fall 2 quarters straight.

https://t.co/EzransMWFR

[Prisda @prisda]

The most-discussed stock on X fell hardest on the day, and the scare started outside the US. Every top-ten name wore a bullish tag, yet most failed to close higher.

Info only, not investment advice.

https://t.co/z8WWJsDwe7

[Prisda @prisda]

Tuesday's index barely moved, yet the Nasdaq broke underneath: 408 new lows vs 47 highs. Bonds passed their reopen test and Bitcoin bounced. Tonight's CPI is the flip.

Info only, not investment advice.

https://t.co/Q7XE3Ukbwj

[Prisda @prisda]

Buckle up. 👀

[Prisda @prisda]

🚨 Middle East risk is back.

[Prisda @prisda]

🗓️ The week ahead:
• Tuesday: JPMorgan, Goldman, Citi and Wells Fargo report
• Wednesday: September CPI
• Thursday: TSMC, the real AI demand check
• Oct 21: Tesla earnings