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Shay

Following0Followers (X)1.56KPosts284Likes68
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$AAPL EARNINGS THREAD 🧵: EPS $2.10 vs ~$2.00 per Bloomberg, per its Q4 release. Revenue $114.48B vs ~$113.46B per Bloomberg. Beat. iPhone $57.58B vs ~$56.48B per Bloomberg. Beat. No guide in the release. It comes on the 2pm PT call. AH -0.9% to $335.20 at 4:33pm ET. $AAPL https://t.co/VvEl4BoQnV

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EXXON REFINING ⛽: $9.1B of adjusted Q3 2026 earnings per its earnings release. That beat the $7.3B its oil and gas production arm made. It's also more than double the $4.0B refining earned in the first nine months of 2025. Fatter fuel margins did the heavy lifting. $XOM $OIL https://t.co/lN9XyTgi8R

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I’m telling you right now after the midterms the new rally will start Mark my words and bookmark this post Those who listen will beat the market by MULTIPLES Small caps, growth and crypto will take the markets by storm Of course your strong tech staples I.e. $NVDA $AMD etc will do well but if you want outsized returns… this is your opportunity Be ready - have conviction - no emotion $BTC $VRT $IWM $NBIS

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AMAZON FCF -$42.4B 🚨: Amazon's free cash flow over the last 12 months was an outflow of $42.4 billion per SEC filing. Net capex hit $210.7 billion vs $168.3 billion of operating cash. A year ago FCF was +$14.8 billion. $AMZN $QQQ https://t.co/GBHuvioKRP

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INTEL -30% 🚨: $INTC was down 30.6% at 1:52pm ET per Yahoo Finance. A close there would be its worst day in daily data back to 1980. Worst closes through Oct 29: 1. Aug 2 2024 -26.1% 2. Sep 22 2000 -22.0% 3. Oct 19 1987 -19.2% 4. Oct 26 1987 -18.8% 5. Jun 7 2002 -18.5% $SMH https://t.co/i2CoR7M0Og

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$AMZN EARNINGS THREAD 🧵: Amazon EPS $1.89 vs ~$1.96 per LSEG via CNBC, per its Q3 release. Miss. Revenue $201.94B vs ~$202.31B per LSEG via CNBC. Miss. AWS $45.98B. Up 39%, its fastest in nearly five years. Capex $77.3B. Up 120% YoY. Stock -7.1% after hours 4:29pm ET. $AMZN https://t.co/8in8GbbAEn

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Hammack has dissented at 3 of the 7 meetings in 2026 and July's hold drew 3 hike dissents. The statement says inflation "remains elevated" while interest on reserves stays at 3.90%. The curve steepened as the 2Y slipped to 4.71% and the 30Y rose to 5.37% at 3:20pm ET. $NDX $NVDA https://t.co/mkxCQRep7E

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FED HOLDS 🏦: Rate stays at 3.75-4.00% per the Fed but 2 of 12 voters wanted another hike. Lisa Cook and Beth Hammack dissented for +25bp six weeks after September's unanimous hike. Long bonds sold off with the 10Y at 5.04% and $TLT down 1% at 3:20pm ET. Hold or hike next? $SPY $QQQ https://t.co/bdN1Og7Atv

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This screams memory shortage and that Chinese supply of memory will not be hitting markets if they’re doing LTAs for 10 years This is a buy the dip moment for $SKHY $MU $DRAM Let’s come back to this post I gave you the signal and it’s up to you to act #NFA

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$SOFI EARNINGS THREAD 🧵: SoFi adj revenue $1.37B vs ~$1.25B per MarketBeat, per its Q3 release. Adj EPS $0.18 vs ~$0.16 per MarketBeat. Beat. Record 1.2M new members. 17.1M total. 2027 outlook: $6.4B adj revenue and $0.90 EPS. Stock +10.9% premarket 8:56am ET. $SOFI $HOOD https://t.co/yPrIxpPWSs