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🇺🇸 WHITE HOUSE AI & CRYPTO CZAR DAVID SACKS ON PETER THIEL'S MOST IMPORTANT CALL: "Peter was raising a financing round for us right before the dot-com crash. We got $200 million in commitments to invest at a $500 million pre-money valuation. This is when PayPal had no revenue, no profits, and not even really a business model." What everyone in the company said: "This was the peak of the dot-com. Everyone in the company was saying, 'That's too cheap. This is a bad deal. We can't do this.'" What Thiel said: "Bank it. He literally kicked everyone's butts to get that deal done." When they closed: "We got the deal done the Friday before Black Monday. If we had waited 1 more week, game over. There would not have been a PayPal." "He was the only one who really saw the bubble for what it was. If it wasn't for his contrarian thinking, we would've just been swept away with the rest of the bubble companies."
Jawwwn
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🇺🇸 CFTC CHAIRMAN MICHAEL SELIG ON THE CFTC'S ON-CHAIN SURVEILLANCE CAPABILITIES: "We're building out a very comprehensive on-chain surveillance system. For our new on-chain markets, platforms that want to offer derivatives and crypto directly on-chain, this is something we've been building up and working with exchanges and other participants to get in place." On enforcement: "Monitoring for insider trading, that's our bread and butter. We've been doing this for some time. We work together with the SEC. We have a memorandum of understanding between the agencies who are working together on cross-agency surveillance."
Bitcoin.com News
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🚨 $SPCX SPACEX VP OF STARLINK BUSINESS OPS LAUREN DREYER ON THEIR SCALE: "11,000 Starlink satellites currently in orbit provide truly global coverage. Starlink is operating in over 170 countries around the world and growing." On AI compute in orbit: "With SpaceX AI, we're building AI compute at enormous scale, first here on Earth and in the future in orbit to fully harness the power of the sun." On the digital divide: "We can't talk about building the future at scale without talking about closing the digital divide. Otherwise we'd just be building a future that leaves a substantial portion of the population behind." On India specifically: "We've been setting the foundation here in India, establishing MOUs with Airtel, Jio, and more, working closely with state governments to listen and learn how Starlink might best serve their communities once it's authorized."
ANI
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Intel $INTC is trading around $93 a share, down -15% 🔴 this past month As we head into earnings, how are you liking the stock?
GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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Amazon $AMZN is trading around $265 a share as we head into earnings... How are we feeling about it?
GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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Alphabet $GOOG trading around $340 a share as we head into their earnings 👀 Thoughts?
GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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Microsoft $MSFT is trading just above $531 a share going into earnings 👀 How we feeling?
GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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Meta $META trading just below $690 a share as we head into earnings... How do you think it plays out? 👀
GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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Tesla $TSLA is trading just below $375 as we head into earnings 👀 How do you think it plays out?
GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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Netflix $NFLX is trading just under $70 as we head into earnings 👀 How does this thing play out?
GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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$MSTR Strategy RIPPING today over +6% so far 🟢
Replying to @VestExchange
definitely will be keeping up with Strategy $MSTR ...
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GET READY FOR EARNINGS SEASON 8 tech giants report in the next 2 weeks. Here's what to watch from last earnings from our partners at Alpha. Tue Oct 20: $SPCX SpaceX (HYPED FOR THIS ONE) Tue Oct 20: $NFLX Netflix — Revenue growth (+13.4% in Q2, Q3 guide +11.7%) Wed Oct 21: $TSLA Tesla — Gross margin (16.8% in Q2) Wed Oct 21: $META Meta — 2026 CapEx guide ($130-145B) Wed Oct 28: $MSFT Microsoft — Azure growth (+43% last quarter) Wed Oct 28: $GOOGL Alphabet — Google Cloud growth (+82% last quarter) Thu Oct 29: $AMZN Amazon — AWS growth (+37% last quarter) Thu Oct 29: $INTC Intel — Gross margin (41.8% in Q2, Q3 guide 42.0%) Mon Nov 2: $AAPL Apple — iPhone revenue (+21.7% last quarter)
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🚨 WARREN BUFFETT ON WHY THIS IS THE GREATEST TIME TO BE ALIVE IN HUMAN HISTORY: "I was very, very lucky that I happened to be an American. I was born in 1930, and I've been in a golden age ever since I was born." The number that puts it in perspective: "GDP per capita is up like 6 or 7 fold in 1 person's lifetime. There's never been anything like that in the history of mankind." On why people still complain: "Most people don't work on Saturdays and don't work on Sundays. When I was a kid, everybody worked on Saturdays. If I'd been born 150 years ago and went to the dentist, they'd pour whiskey down me." "The world has changed so much for the better in terms of how well off people are compared to any other time in history. But it's man's nature to be dissatisfied, and politics does stir that up."
Kevin Carpenter
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🚨 MICHAEL SAYLOR ON WHY MOST CORPORATIONS SHOULD BUY STRC INSTEAD OF BITCOIN: "Bitcoin for corporations is a stretch. If you go to most companies with hundreds of millions in working capital, it's probably easier and better for them to buy STRC than Bitcoin." Why it's so hard to sell Bitcoin to boards: "It's very difficult to convince a board they should buy a 40 vol asset with no cash flows that they have to mark to market every quarter because it might screw with their P&L." His pitch instead: "Just give me the $100 million. I will accept all the risk. I will accept the rollercoaster. I'll over-collateralize it. I will give you the 10 or 11% yield back. I'll solve the tax problem. And I promise not to sell the Bitcoin." "We have a PhD in HODLing. Why don't we just HODL for the thousands of companies instead of trying to convince everybody else to do what we're doing?"
The Bitcoin Historian
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