The chart shows the price movement of the asset featured in the quoted post before and after the U.S. election on 11/4. The Democratic Party gained majority control in both chambers of Congress in the U.S. midterm elections. Some analysts believe this divided government will curb fiscal expansion. The VIX, crude oil, and U.S. 10-year Treasury yields declined. Semiconductors and energy sectors fell, while communication services and consumer staples rose. https://t.co/meAIV5ZQ5I

AppLovin $APP Q3 earnings. Revenue reached $2.185 billion, up 55% year-over-year, with an operating margin of 78.2%. This means approximately $78 of operating profit for every $100 in revenue. Q4 revenue guidance is set at $2.365 billion to $2.395 billion, representing a median increase of 8.9% quarter-over-quarter. Shares surged after hours: https://t.co/NopQwmf87U

AMD's Q3 earnings. The focus is on Q4 guidance, with total company revenue at $17 billion (±3%), representing approximately +66% year-over-year at the midpoint. Sequentially, revenue is expected to accelerate from +16.0% in Q3 to +27.1% in Q4. AMD is ramping up production of its AI-focused system, "Helios," and server CPU, "Venice." https://t.co/1xjG543351

The Democratic Party, symbolized by blue, made significant gains in the U.S. midterm elections—could a "Blue Wave" be forming? After-hours U.S. stocks showed mixed results. ▼ $CIFR −6.58% / $IREN −4.86% / $GEO −2.14% ▲ $FSLR +5.70% / $OSCR +3.67% / $CNC +2.56% Key focus areas include Texas data center power connection reviews, immigration detention contracts, ObamaCare premium subsidies, and solar tax incentives. https://t.co/j7FULrLxcB

Expectations of progress in U.S.-Iran peace talks led to a sharp decline in crude oil prices, while the VIX surged. November 3 marks Election Day for the U.S. midterm elections; the Japanese stock market is closed for Culture Day. U.S. semiconductor stocks plunged sharply. Although the acquisition agreement between MRVL and LITE was officially announced, both companies' shares dropped sharply. https://t.co/DfSHJkWIv2

Amid yesterday’s semiconductor decline and NVIDIA’s downgrade, the most significant impact may have come from Oracle’s plan to raise $20 billion through bonds and equity. I reviewed Oracle’s SEC filings out of concern over bond interest rates—found to be between 7.00% and 8.65% annually, which is high. This may have raised alarms: “Must companies buying AI infrastructure really pay such high rates to sustain their investments?” Semiconductor demand is explosive, but the sustainability of these investments is now the key focus 👀 Source: See reply $ORCL

In U.S. midterm elections, it’s typical for the opposition party to make gains, and this time the Democrats are likely to surge—but within the Democratic Party, there are reasonable members and dangerous far-left radicals; how many of the latter win will gradually have an impact going forward 😨

Elon Musk of SpaceX warns of neo-cloud obsolescence. Nebius CTO positions the company as an "AI cloud." We’ve recompared both companies. $NBIS $SPCX https://t.co/56R0oOB921

Securities firm customer data breach. SBI Securities and Nomura Securities also affected. https://t.co/K67uClsC2h

Regarding reports from October 31 to November 1, posts claiming that Rakuten Securities suffered a breach exposing all customer data are either poorly researched or designed to generate clicks. The unauthorized access occurred at a third-party provider of NTT Data, specifically its “Digital Securities Platform,” used for purchasing corporate bonds with special incentives. The affected customers are those who purchased specific corporate bonds from KAGOME, West Japan Railway Company, and Kintetsu Group Holdings—totaling 362 transactions. At this stage, there is no evidence that IDs, passwords, or other information required for transactions were compromised, and no unauthorized transactions have been confirmed. Mitsubishi UFJ Morgan Stanley Securities also announced that the names and purchase amounts of 95 customers who bought Kintetsu corporate bonds may have been leaked, due to involvement with the same external platform. The specific cause of the breach has not yet been disclosed. Although the third-party provider of NTT Data involved in the breach has not yet issued an official statement, initial service launch announcements suggest it may be Securitize Japan (see Image 3). Its parent company is Securitize ($SECZ), listed on the NYSE.