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11-09 02:33
IonQ Sold Out Its 2027 Machines, Tripled Its Loss — and the Stock Still Says No
$IONQ Inc.(IONQ)$ just reported the strongest quarter in its history — and the market treated it like a rumor. On Thursday, November 5, the quantum computing company posted Q3 FY2026 revenue of $173.8 million, up 336% year over year, smashing the $141.49 million consensus estimate (FiscalAI data via Watch List News). Management raised full-year 2026 revenue guidance to $505–515 million from $450–460 million, remaining performance obligations more than doubled to $1.2 billion, and the company says its Superion 256 capacity for 2027 is sold out. None of that stopped the stock closing at $26.63 on November 5, just 6.9% above its 52-week low (24/7 Wall St). Friday brought a violent rethink: the stock traded up $5.69 to $32.12 by midday on 42.7 million
TOPcheezzy: $1.2B RPO and 2027 sold-out capacity are doing more work here than the EBITDA loss. If 2028 slots are already filling, this is starting to look like real revenue visibility
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11-09 02:53
Musk Could Take Over a Telecom Giant: SpaceX’s Next Big Disruption?
Elon Musk has never been particularly interested in entering an industry quietly. From electric vehicles and reusable rockets to satellite internet and artificial intelligence, his businesses have repeatedly challenged established players. Now, he may be preparing for another major disruption. Musk has indicated that he would be open to acquiring a leading telecommunications company as $SpaceX(SPCX)$ looks to compete with traditional wireless providers such as Verizon, T-Mobile and AT&T. This is an important development because it suggests SpaceX’s ambitions extend well beyond providing satellite internet to remote locations. Musk could be looking to build a communications business that combines satellite technology, mobile networks and e
TOPSpectrum and fiber are the moat here. Starlink can widen coverage, but owning licensed airwaves plus towers is what makes a telecom deal truly strategic
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11-09 02:57
Anthropic’s IPO Could Be the Biggest Test of the AI Boom — But Is the Market Ready?
The artificial-intelligence trade may be approaching an important turning point. Anthropic, the company behind the Claude AI chatbot, is reportedly pushing to go public before Thanksgiving. The proposed IPO could become one of the most closely watched stock market events of the year. But the timing is becoming increasingly uncomfortable. After months of enormous enthusiasm for artificial intelligence, technology stocks have experienced a sharp correction. Investors are questioning whether the billions of dollars being poured into AI infrastructure will eventually generate enough revenue and profits to justify current valuations. Anthropic’s IPO could provide an important answer. 1. Why Anthropic’s IPO matters so much Anthropic is not just another technology startup. Alongside OpenAI and Go
TOPMargins decide this one. If compute costs stay this heavy, can Anthropic ever look like software instead of cloud passthrough?
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11-09 08:53
🐶 Monday Market Morning: Futures Are Flat, But All Eyes Are on Interest Rates! Can the Fed Move Wall Street This Week? me on Tiger Trade!
🐶 Good morning, everyone! Monday, 9 November 2026. A new trading week begins, and the US futures market is looking relatively flat this morning. There is no major directional conviction just yet. Bulls are waiting for another reason to push prices higher, while bears are looking for signs that inflation and interest rates could remain a problem. For Options Puppy, this is exactly the kind of market where I prefer to slow down, observe and collect option premiums rather than chase every green or red candle. This week, my biggest focus is not simply whether the Nasdaq or S&P 500 goes up or down. It is what the Federal Reserve thinks about inflation, economic growth and the future direction of interest rates. I have four calendar entries worth watching today: * Monthly Wholesale Trade. *
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11-09 09:02
Midterm Dynamics, Tech Valuation Recalibration, and Employment Surprises Drag U.S. Stocks Sharply Lower
U.S. stock markets finished the week of November 2–6, 2026, sharply lower after a volatile ride driven by the U.S. congressional midterm elections, a massive artificial intelligence (AI) and chip stock sell-off, and a stronger-than-expected October jobs report. In this article, we would like to share our comprehensive Analysis of the Volatile Trading Week of November 2–6, 2026. 1. Weekly Index Performance The U.S. equity benchmarks sustained notable losses for the week ending November 6, 2026. Tech-heavy indices recorded the deepest drawdowns, while blue-chip industrial indices demonstrated comparative stability despite high intra-week volatility. 2. Key Week-Day Breakdown A daily timeline reveals how shifting narrative catalysts—from energy sell-offs and election projections to semiconduc
TOPAI demand did not vanish in one ugly week. For me the real reset is multiples, not the chip roadmap, so steady DCA still makes more sense than trying to nail the turn
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11-09 09:41
The ABC Bottom Pattern Is Back: 4 Stocks I'm Watching
MAJOR MARKET BOTTOMS HAVE ONE SIGNATURE: THE ABC. We've seen this pattern at major turning points: $S&P 500(.SPX)$ in 2022 $BTC in 2020 $GOLD in 2022 $E-mini Nasdaq 100 - main 2612(NQmain)$ in 2026 The pattern is simple: 1️⃣ First drop 2️⃣ Fake rally 3️⃣ Final drop 4️⃣ Reversal Most traders buy the first dip, only to get trapped by the fake rally. The real opportunity often comes with the LAST drop, before the reversal. I'm watching for this pattern to develop on $S&P 500(.SPX)$ now. 📊 4 Stocks and ETFs on My Watchlist The ABC bottom pattern is showing up again across several names. $Amazon.com(AMZN)$ : The o
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11-09 09:52
$QQQ Faces a Major Recovery Test as $SMH Targets 497
Friday's rebound offered some relief after a difficult week for tech stocks and semiconductors. But one bounce doesn't necessarily signal a trend reversal. Both $QQQ and $SMH are now approaching important technical levels that could determine whether the recovery gains traction or turns into another failed bounce. Here's what I'm watching heading into the new week. $Invesco QQQ(QQQ)$ Friday's bounce brought price back inside the Bollinger Band range, but bulls still have significant work ahead. Bounces from the lower Bollinger Band typically target the 20-day moving average, currently at 707. However, reclaiming the 200-day moving average at 679 remains a major hurdle. Step by step, Monday's levels: Reclaim 658 to open a move toward 661.7. Next tar
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11-09 00:04
$Alphabet(GOOG)$ time to stack up !! Catch it under 280! Let's go!
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11-09 09:31
Weekly Outlook: $SPY
The $S&P 500(.SPX)$ saw a sharp pullback last week after a decent bounce. On the weekly chart, price has filled the volume profile gap and is now sitting on a major 2-billion-share volume block. This is also the last short-term Smart Money Zone. Bullish Scenario 📈 My base case is a bounce from here, followed by a move back toward all-time highs over the next 2–3 months. The recent flush appears to have shaken out weak hands. Fundamentally, the broader market picture hasn't changed much. Yes, $Intel(INTC)$ and $Qualcomm(QCOM)$ issued weak guidance, but leaders like $Advanced Micro Devices(AMD)$ delivered strong guidanc
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11-09 09:27
Oracle (ORCL): A Solid Giant Back at Long Term Buy Zone
The Short Version I think $Oracle(ORCL)$ is fundamentally solid at its core, but it's no longer the safe, boring stock it used to be. Oracle sells the database software and business apps that big companies run on. Now it's using that cash, plus a lot of borrowed money, to build a giant AI cloud. Revenue growth just hit 30%, and Oracle has $664 billion of signed contracts it hasn't delivered yet. The stock closed at $116.10 on November 6, about 66% below its 2025 high. The reason: Oracle is spending far more than it earns to build data centers, and investors are worried about the debt. Morningstar thinks the stock is worth $195. On my chart, Oracle is sitting at the bottom of its 2025 range, one of its strongest long-term discounts. I think there
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11-09 09:36
$ES Faces a Critical Test at Daily FVG Resistance
If I had to watch ONE thing right now, it would be this Daily FVG on $E-mini S&P 500 - main 2612(ESmain)$ . Price has formed an ABC move lower, with A = C, right at monthly FVG support. Here's what matters: 📈 Bullish Scenario A daily close above this gap would trigger a bullish iFVG and reclaim the 200-day moving average. If that happens, I'd lean toward the view that the market bottom is in. ⚠️ Bearish Scenario If price fails to close above the gap, it could continue acting as resistance and keep the market under pressure. This breakout may not happen immediately. But when it does, I want to be ready. This is the key level I'm watching for confirmation of a potential market bottom.
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11-09 09:33
Intel's Stock Is Down, but I'm Still Waiting for $50–$55
$Intel(INTC)$ : A Technical Buying Opportunity, but a Fundamental Problem Intel has fallen sharply, and there are good reasons for it from both a technical and fundamental perspective. 📉 Technical Picture $INTC broke its internal market structure back in July and has been in a redistribution phase ever since. That's why we haven't touched the stock. Price typically continues redistributing lower until it reaches the weekly Smart Money pricing zone. It has now pulled back into that zone, making it a potential long-term technical buy on our system, with a reasonable chance of a bounce. ⚠️ Fundamental Concerns Intel's latest earnings came with disappointing guidance. The prospect of slowing chip demand is particularly concerning for Intel. I'm not wo
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11-09 00:18
$BlackBerry(BB)$ still very tank. Survive the storm last week with minimum movement. Thank you
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11-09 00:18
$BB 20280121 5.0 CALL$ Thanks for the minimum turbulence. More to come!
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11-09 00:44
$TSLA 20261120 385.0 PUT$ got hit hard on Thurs. Friday retrace show ls that theres still chance to recover to 390s. Finger crossed ya~
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11-09 09:24
My TMDX Forecasts to 2029
My $TransMedics Group, Inc.(TMDX)$ forecasts to 2029: 2026: $769M in revenue 2027: $1B in revenue (+31%) -> US liver will make up ~$700M of that with heart at $154M. 2028: $1.21B (21% growth) 2029: $1.47B (21% growth) (first material bit of kidney revenue but only modelling in ~$40M). Forecasting operating margin to be ~26% by 2029 with net margin at ~19%. $1.47B * 19% -> $279M in net income for 2029 $279M / 42M shares -> an EPS of $6.65 (which would be 71% CAGR from 2026 to 2029). My opinion is based on this growth and based on peers, a 20x EPS multiple would be nearer to the floor. 20x * $6.65 -> $133 30x * $6.55 -> $200
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11-09 09:16
Option Strategies: AMD, NBIS, .SPX& QQQ
Hello everyone! Today i want to share some trading strategies with you! 1 $Invesco QQQ(QQQ)$ Trade Ideas Bullish: Nov 11 665C Trigger: 661 ✅ Bearish: Nov 11 650P Trigger: 653 ✅ QQQ has dropped 15% from the all time highs. It dropped 6.5% last Thursday alone. Usually when we see this type of price action like last Thursday, a bottom will start to form over the next week. Let’s see if QQQ backtests 637 then moves higher. If QQQ can reclaim 661 and hold this level for 3-4 trading days we should see a move higher to 700 this month. QQQ 630-637 range should be the bottom if we see one more dip this week. 2 $S&P 500(.SPX)$ Trade Ideas Bullish: Nov 11 7500C Trigger: 7450 ✅ Targ
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11-09 00:45
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11-09 01:48
$NVIDIA(NVDA)$ it is still undervalued. I think US won't pause or slow down AI development. I waiting for the stock to catapult soon
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11-09 02:02
$SGX(S68.SI)$ Still in good profit for the volatile market!