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YOU HAVE NO IDEA WHAT CRISIS IS COMING FOR EU 🇫🇷 French 10Y yields are approaching 5%, the spread over Germany is around 145 bps, and the CAC 40 is ~10% below its August peak. The real risk? Political chaos could make an already difficult debt problem much harder to solve 👇
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Netflix spent decades building a streaming empire. SpaceX rented out Colossus and launched Starlink Mobile. One makes movies. The other launches rockets. Guess who made more revenue this quarter 💀 $SPCX: $14.58B (+2% after-hours) 📈 $NFLX : $13.44B (-4% after-hours) 📉
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SPACEX BEATS EXPECTATIONS • Revenue: $14.58 (vs. $12.87 est.) 🟢 • EPS: $0.35 (vs. $0.13 est.) 🟢 🚀 Space revenue: $1.8B (vs. $1.4B est.) 🟢 🤖️️️️️️ AI revenue: $7.56B (vs. $6.3B est.) 🟢 $SPCX +2% 🤔 Doesn't it feel like the market usually responds better to an EPS like this? It seems like there's something holding investors back. Future Tech & Space Updates 🔸 First revenue-generating Starship mission launched successfully 🔸 Planning underway for a next-gen spaceport at Starbase, Louisiana 🔸 Introducing Grok Bot, an agentic SI system built for continuous intelligence
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BREAKING: The US stock market gained $630B in just 35 minutes following reports of a potential US-Iran peace deal. Israeli media report that Iran has tentatively agreed to secret IAEA inspections at its nuclear sites in a Pakistan-brokered deal already approved by Washington.
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ALTCOIN BLOODBATH AHEAD? Bitcoin dominance breaks new highs since May — hitting 60.6%. Here’s what to watch 👇 🔴 60.82% — Major resistance that has already rejected dominance three times. If BTC.D breaks and holds above this level, we’re heading straight to 61.2%. This is a bad sign for alts, as capital will keep flowing into Bitcoin. 🟢 Rejection from resistance: If we get rejected again, there’s a real chance liquidity finally flows back into altcoins. 💭 Key takeaway: Given the surging Open Interest across altcoins, a further rise in dominance could trigger a massive cascade of liquidations and position closes.
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YOU HAVE NO IDEA WHAT CRISIS IS COMING FOR EU 🇫🇷 French 10Y yields are approaching 5%, the spread over Germany is around 145 bps, and the CAC 40 is ~10% below its August peak. The real risk? Political chaos could make an already difficult debt problem much harder to solve 👇
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The next catalyst is Moody’s review on 23.10, followed by the budget fight. Bull case: political compromise, a credible deficit plan, tighter spreads. Bear case: budget paralysis, a rating downgrade and another leg higher in yields — with spillover into other eurozone bonds.
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YOU HAVE NO IDEA WHAT CRISIS IS COMING FOR EU 🇫🇷 French 10Y yields are approaching 5%, the spread over Germany is around 145 bps, and the CAC 40 is ~10% below its August peak. The real risk? Political chaos could make an already difficult debt problem much harder to solve 👇
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OPENAI WANTS A $1.4T VALUATION 👀 OpenAI is reportedly rushing to raise $30B before Anthropic’s expected November IPO. The pitch: $50B annualized revenue + $70B target by year-end + SoftBank and MGX among potential investors The timing is interesting. OpenAI wants to lock in capital before investors get a fuller look at Anthropic’s numbers and start comparing the two. Anthropic’s number is already getting haircut. Some investors are pushing $1.5T instead of $2T. SOX is down $1.6T in two weeks. CoreWeave is drowning in $50B of debt.
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ETFs dumped $228M this week as the 10Y closed at 5.09% Flows lean negative, but alternating buy/sell days mean no clear trend yet. A streak of outflows with a close below $80K changes everything. @grok is $80K holding or breaking this week?
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WHERE’S THE PROMISED BLACK MONDAY? 👀 The Nasdaq 100 just added ~$650B in market cap today, climbing 1.6% as tech stocks rebounded ahead of $TSLA and $META earnings. $NVDA and $AMD led the chip rally. After last week’s sell-off, the market is already buying the dip.
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$SPCX IS DOWN 12% OVER THE PAST WEEK. ARE YOU STILL EXPECTING UNINTERRUPTED GROWTH? As we wrote last week, SpaceX’s new borrowings had a negative impact on investor confidence regarding the rationality of such CapEx. On top of that, there's the story with Corewave, which triggered a sell-off in the AI sector. Tomorrow, we will see the company’s earnings report. This will be its second public report since the IPO in June. If revenue trends and guidance fall short of investor expectations, expect a new wave of decline. I still believe that until the insider stock unlock period ends, we shouldn't expect new ATHs. 👉 Quick Digest: - @elonmusk pledges to give 1 SpaceX ($SPCX) share to every child in America next year. Based on the current $146.03 share price, this promise for roughly 73M kids is valued at $10.7B - Retail investor sentiment on Stocktwits has shifted back into bearish territory - SpaceX will release its Q3 2026 earnings report on Tuesday, October 20, 2026, after the U.S. market closes
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ANTHROPIC IS GIVING AWAY 20% OF SHARES? DON’T BUY THE HYPE 🛑 Anthropic claims 20% of their stock is going to "public good". Sounds cute until you look at the fine print: They aren't giving you cash, voting power, or equity. They’re giving it to a company-owned LLC to fund... their own internal safety research and Claude discounts. Translation: "We'll replace your job, keep the cash, and spend it studying how we just replaced your job." And the kicker? • Company is still private. • They use "appraised values" to donate stock. • Massive tax write-offs, zero capital gains tax. It’s not charity, it's an elite tax scheme disguised as Effective Altruism. Stop the gaslighting
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A new sign of a move to ATH could be crypto continuing to outperform stocks. Over the past 3 months, BTC is up 50% relative to the Nasdaq and is testing resistance—a breakout above which has always led to a new all-time high 📈
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Crypto degens rushing to their PC the second they hear a celebrity's cat died, just to check if the memecoin is already live
What it means to use a stop-loss in trading
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Over 100 S&P 500 stocks are down 40%+ from their ATH 134 fundamentally strong companies are trading at discount: -80%: NKE, PYPL, LULU -60%: ADBE, SMCI, TTD -40%: DIS, NFLX, T Which companies from this list lookmost attractive to you at these prices?👇
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