Stocks Strategist @ProsperTrading. I do finance media and such. Lover of tech stocks and all things trending. Opinions are not advice. ⚡⚡CMTB Blitz ⚡⚡
Denver, CO
Joined October 2012
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•Charlie Moon• 🌛 retweeted
ORACLE $ORCL SETS FY30 OUTLOOK OF $225B+ REVENUE AND $21+ NON-GAAP EPS AT INVESTOR DAY
• FY30 outlook: revenue of $225B+, non-GAAP operating margin of 40%+, non-GAAP EPS of $21+
• FY29: targets free cash flow of $30B+, with capex expected to decrease
• FY27 outlook reaffirmed: revenue of $90B+, non-GAAP EPS of $8.10
• Will limit additional capital raises to $20B through FY30
•Charlie Moon• 🌛 retweeted
$GOOGL OPENAI PLANS TO BUY GOOGLE AI CHIPS, DIVERSIFYING FROM NVIDIA SUPPLIER DEPENDENCY: THE INFORMATION
•Charlie Moon• 🌛 retweeted
SK HYNIX $SKHY EARNINGS ARE OUT
3Q OPER PROFIT 83.33T WON, EST. 77.5T WON
3Q SALES 104.62T WON, EST. 98.96T WON
•Charlie Moon• 🌛 retweeted
Call me paranoid, but be extra careful visiting ANY web site in the next few days, as some web admins are not always up-to-date with security patches.
Two vulnerabilities (CVE-2026-109618 and CVE-2026-109619) reported for PHP, the web programming language, affecting servers running popular apps like WordPress and Magento, with patches released October 21, 2026 after details leaked early.
Exploitation was confirmed in the wild soon after disclosure, prompting quick WAF protections and patching by IT teams, as unauthenticated attacks could turn visited sites into vectors for credential theft or device exploits.
Stay SAFU!
•Charlie Moon• 🌛 retweeted
The NSA just told the entire internet to patch or go dark.
Effective immediately.
Not "please consider updating."
Not "we recommend patching at your earliest convenience."
Patch or unplug.
Those are the options.
The NSA doesn't issue advisories for every vulnerability.
They issue them when something is bad enough that the spy agency whose entire job is breaking into systems is worried about other people breaking into systems.
PHP powers 43 percent of the web.
The NSA just told 43 percent of the web to stop existing until it gets fixed.
Or patch in the next 24 hours and hope the attackers haven't already gotten in.
Most organizations are picking option three.
Taking it offline.
Safer to be unavailable than compromised.
The Dutch Parliament already did it.
Finland's government already did it.
University of Vienna already did it.
Now the NSA makes it official.
"If an immediate update is not feasible it is recommend that organizations take the system offline until it can be fully mitigated."
Translation: you can't patch fast enough so just shut it down.
Patch takes 30 minutes.
Testing takes hours.
Deployment takes longer.
Meanwhile attackers are already inside.
So the NSA's advice is logical.
If you can't patch in 30 minutes go offline now.
Don't wait for the attacks.
Don't test first.
Don't coordinate with stakeholders.
Just unplug it.
The NSA will follow up with more specific guidance.
Which is intelligence agency speak for we're watching the attack traffic and we'll tell you what else they're doing with the access they already have.
Effective Immediately, all organizations using PHP for their systems are advised to be prepared for an update addressing two critical vulnerabilities. PHP is widely used for web applications. These vulnerabilities often provide a direct path to the server's file system or database. If an immediate update is not feasible, it is recommend that organizations take the system offline until it can be fully mitigated. NSA will follow up shortly with more specific guidance.
•Charlie Moon• 🌛 retweeted
South Korea Triggers KOSPI Sidecar as KOSPI 200 Futures Jump 5%, Suspending Program Trading for 5 Minutes
•Charlie Moon• 🌛 retweeted
Just so you all know, as of tomorrow morning CBOEs new expanded trading hours for certain single stock options goes live. You can see which ones below. This is certainly going to be interesting to see what kind of effect it has.
Thanks to @led_tasso_1792 for reminding me
•Charlie Moon• 🌛 retweeted
BREAKING: Anthropic posted Q3 2026 revenue of $16.8 billion, up nearly +50% from the $11.5 billion recorded in prior quarter, per FT.
Anthropic also told investors that it posted a profit for the quarter as it prepares to launch its $2+ trillion IPO as soon as next month.
Readers added context they thought people might want to know
Anthropic's reported profit was on an adjusted operating income basis, not GAAP. This metric excludes stock-based compensation, model-training costs, and partner revenue-share (e.g. Amazon's cut); the company remains deeply unprofitable on a full-year GAAP basis. finance.yahoo.com/technology/ai/… dealroom.co/news/other-1wf…
•Charlie Moon• 🌛 retweeted
NEW ETF ALERT
My sponsors over at Corgi Invest recently launched their new MANGOS ETF which trades under the ticker $MN
The ETF holds just 6 names:
M is for Meta Platforms $META
A is for Anthropic
N is for Nvidia $NVDA
G is for Google $GOOGL
O is for OpenAI
S is for SpaceX $SPCX
Here is the link to the website which has more information and is a good place to start your research
corgiinvest.com/mn
•Charlie Moon• 🌛 retweeted
Trading will break you down. Kill your soul. Make you miserable and stressed
Then it will change your life and propel you to levels you once dreamed of
Don't quit
•Charlie Moon• 🌛 retweeted
Guys it doesn’t matter the market is at all time highs this market is incredibly difficult.
There’s people on here I know are good traders and I respected that haven’t shared a single struggle they just post about all their working trades in hindsight.
Anybody who says it’s not difficult is a flat out liar I’ve lost respect for quite a few accounts on here.
•Charlie Moon• 🌛 retweeted
All these stocks hit new ALL TIME HIGHS at some point today
Nvidia $NVDA
AMD $AMD
CrowdStrike $CRWD
Cloudflare $NET
Palo Alto $PANW
Lumentum $LITE
Arcosa $ACA
Amphenol $APH
F5 $FFIV
Fortinet $FTNT
Guardant Health $GH
Grail $GRAL
Hinge Health $HNGE
Hewlett Packard $HPE
Johnson Controls $JCI
Keysight Technologies $KEYS
Natera $NTRA
Everpure $P
Rubrik $RBRK
BBB Foods $TBBB
Thermo Fisher Scientific $TMO
Twist Bioscience $TWST
Valero Energy $VLO
Waters $WAT
Wesco International $WCC
Xometry $XMTR
•Charlie Moon• 🌛 retweeted
ANTHROPIC FILES FOR IPO, PROSPECTUS SEEN BY REUTERS
Here’s everything you need to know:
Anthropic could seek a valuation above $2 trillion.
2025 financials:
Rev: $4.59B, up 1,088% YoY from $386M
Oper loss: $8.06B, widening from $2.98B
GAAP net loss: $41.97B, vs $8.31B in 2024
That headline $42B net loss needs some context.
Roughly $34B came from an accounting charge tied largely to the rising value of financing instruments that could eventually convert into Anthropic shares, rather than cash spent running the business.
Even excluding that, the underlying operating losses remain substantial.
Anthropic spent $7.33B on compute and infrastructure in 2025, up 190% YoY and nearly 3x the prior year.
That alone represented:
• 58% of its $12.65B in total operating expenses
• Roughly 1.6x its entire annual revenue
And the spending is expected to keep climbing.
The prospectus outlines roughly $518B in cloud, compute and infrastructure obligations as Anthropic continues building out its AI systems.
Anthropic ended 2025 with $20.28B in cash, cash equivalents and short-term investments.
Its two largest direct customers each accounted for 12% of revenue, meaning just two customers represented 24% of total 2025 sales.
Anthropic also warned that many of its largest customers are not locked into long-term contracts and could reduce or stop spending.
At the same time, the filing highlights risks around increasingly autonomous AI systems, including unexpected behavior, security concerns and potential misuse.
Anthropic is competing in an increasingly expensive AI race with OpenAI, Google, Meta and xAI.
Amazon and Google are also major strategic partners and investors in Anthropic, while supplying much of the cloud infrastructure needed to train and run Claude.
The IPO could come after the November U.S. midterm elections and would give public-market investors one of their first pure-play ways to value a frontier AI lab.
Source: Reuters
