The Call Log

Digesting market analysts’ calls, tracked and marked to outcome. Compiling and synthesizing scattered market research. Not investment advice.

[The Call Log @thecalllog]

$CBRS closed at $177.65 today, well below its $185 IPO price and after a recent high of $214 last week. Why is the stock down?
1. 19.4M shares unlocked today. Two more big waves land Oct 14 and Oct 28, ~58M shares across the three.
2. SemiAnalysis says OpenAI's new GPT-6.1 Sol Ultrafast tier runs on Nvidia, not Cerebras. Neither company has confirmed.

[The Call Log @thecalllog]

$MU earnings are out and it's a beat on EPS and Revenue. Forward guidance was also raised.

[The Call Log @thecalllog]

https://t.co/7i6o7ztad2

[The Call Log @thecalllog]

$MU: 10 beats in a row. 6 next-day drops.

Wednesday is almost certainly beat number 11. What the stock does with it is a different question.

You'll want to read our full article ahead of earings.

[The Call Log @thecalllog]

@EllisInvest https://t.co/7i6o7zsCnu

[The Call Log @thecalllog]

$MU reports tomorrow after the close.

Last quarter: $41.46B revenue, +346% YoY. This quarter's guide: ~$50B. Options price a ±7.4% move.

The earnings call matters more than the headline. Watch HBM4 supply vs SK Hynix and Samsung. More supply means pricing normalises, and margins drop.

[The Call Log @thecalllog]

Kevin Warsh raises Fed rates by .25 points 🗞️🚨

Congratulations to the twenty-one analysts we tracked who made the right call!

[The Call Log @thecalllog]

So, even Hightower’s Stephanie Link has changed her mind, and now thinks the Fed will hike!

Updated board coming later.

https://t.co/A6WdfiyUZO

[The Call Log @thecalllog]

@fundstrat flipped and now things the Fed will hike today 🚨

We also updated seven new calls entirely! Our oard now reads 20 analysts for hike and 3 for hold, out of 23 logged. Full scorecard, updated live: https://t.co/jfLtW12lKS

[The Call Log @thecalllog]

@jimcramer @nvidia Get a room!

[The Call Log @thecalllog]

@GordonGekko Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@3orovik Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@eliz883 Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@scottmelker Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@BullTheoryio Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@Polymarket Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@CKCapitalxx Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@APompliano Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

@CoinDesk Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.

[The Call Log @thecalllog]

Even Senator Kirsten Gillibrand saw blood in the water and voted no on The Clarity Act. Ouch.