In 1914, the world’s first commercial flight went from St. Petersburg to Tampa in 23 minutes. One passenger, a $400 ticket (over $10k today). On October 30, @jobyaviation flew that route in an electric vertical takeoff and landing (eVTOL) aircraft. @DMaguireARK was on the ground.

SUPERMICRO $SMCI JUST REPORTED Q1 EARNINGS - Revenue: $19.9B (+298% YoY) - Adj EPS: $1.81, beating expectations of $1.62 🟢 - Gross Margin: 12.7% GAAP (12.8% Non-GAAP) Q2 Guidance: - Revenue: $19.5B-$21.5B - GAAP EPS: $1.59-$1.83 - Adj EPS: $1.66-$1.90 FY27 Guidance: - Revenue: $72.0B-$82.0B, above expectations of $69.17B 🟢

AMD $AMD JUST REPORTED Q3 EARNINGS - Revenue: $13.40B, beating expectations of $13.09B 🟢 - Adj EPS: $2.09, beating expectations of $1.95 🟢 - Data Center: $8.55B (+97% YoY) - Client and Gaming: $3.70B (-8% YoY) - Embedded: $1.11B (+29% YoY) Q4 Guidance: - Revenue: ~$17B +/- 3%, above expectations of $16.23B 🟢 - Non-GAAP Gross Margin: ~55% Key Updates: - Helios: Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running models on first AMD Helios rackscale solutions powered by MI450 GPUs and 6(th) Gen EPYC CPUs - HPE: Vultr will deploy first AMD Helios by HPE systems in a $12B deal

AMD $AMD JUST GUIDED TO $17.0B IN Q4 REVENUE, WELL ABOVE THE $16.2B WALL STREET EXPECTED That's +66% from a year ago and a +27% jump from Q3 in a single quarter. It also lands exactly on the number Jefferies was modeling heading into tonight, the high end of the range on the Street. AMD said it expects "growth to accelerate further in the fourth quarter as we scale Helios and 'Venice' production." Helios is its new AI server rack, and Venice is its next-generation EPYC server chip. The one give-back is margins. AMD guided Q4 adjusted gross margin to about 55%, down from 56% in Q3, as lower-margin AI racks become a bigger part of sales. This is AMD's 9th straight quarter beating revenue estimates.

AMD'S $AMD DATA CENTER BUSINESS NOW MAKES MORE PROFIT THAN THE WHOLE COMPANY DID A YEAR AGO Data center operating income hit $2.88 billion in Q3, up 168% from $1.07 billion a year ago. That's more than AMD's entire adjusted operating income of $2.24 billion in Q3 2025. Anthropic, Meta, Microsoft, OpenAI and Oracle are already running workloads on the first AMD Helios racks, built on its new Instinct MI450 GPUs. Lisa Su said she expects growth to accelerate further in Q4 as AMD scales Helios and "Venice" production.

$AMD reports Q3 results after today's close, with options pricing in a move of about 7% in either direction. Over its last four reports, $AMD moved +2.5% (Nov), -17.3% (Feb), +18.6% (May) and -7.0% (Aug) the next day, with two of those moves more than double what options had priced in. $AMD makes up about 2% of the Nasdaq 100, with $NQ trading through the report on Vest.

Electric air taxis are arriving in Florida. Today our aircraft flew from St. Petersburg to Tampa International Airport, retracing the first commercial flight in history, flown in 1914. It opens a week of piloted eVTOL flights in partnership with @MyFDOT across the first hubs of Florida's Aerial Highway Network: Tampa Bay, Orlando International and Kennedy Space Center. 🧵 (1/5)

Operations continue across Florida’s Aerial Highway Network with @MyFDOT.

Here is the full suite of EMXETF ETFs and their top holdings: $EMAG Emerging Markets AI MAG 3 ETF Concentrated exposure to the 3 emerging markets companies at the center of the AI chip buildout 🥇 SK Hynix $SKHY 43.62% weighting 🥈 Taiwan Semiconductor $TSM 38.80% 🥉 Samsung 17.55% $AICH China AI ETF Covers China's entire AI sector, from GPUs, memory chips and optical networking to AI models and robotics. 🥇 Unitree Robotics 8.03% weighting 🥈 Moore Threads 7.05% 🥉 MetaX 6.78% $TGRZ China AI Tigers LLM ETF Focused on the Chinese companies building large language models, the AI models behind chatbots and agents. 🥇 Z.ai 72.18% weighting 🥈 MiniMax 18.25% 🥉 Alibaba $BABA 9.64%

Palantir $PLTR reported revenue growth of 96% year over year and guided to 88% growth next quarter. The stock was down as much as 🔴 4% after the print and closed below its daily 50MA.