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Nexts week’s stock market predictions
Monday: Mild relief rally
Tuesday: Dems win midterms. Futures panic.
Wednesday: Market dumps on huge volume.
Thursday: Another mild red
Friday: Dead cat bounce into weekend
Extremely strong non-farm payrolls report at 165K vs. 65K forecast
Unemployment rate ticked down to 4.1%
10Y ripping on the news
Hyperscaler CapEx expectations have risen substantially throughout 2026, with 2027 spending estimates now exceeding $1.1T
The real test comes during Q4 earnings, when updated spending guidance will determine whether expectations have further room to rise
We had the COVID sell off
The Deepseek sell off
The tarriff sell off
The Iran war sell off
This is the Democrat Sell off
Get ready for a relief rally on Friday
I almost called the week perfectly
But the selling isn't over... YET
$LMND 🍋 Q3 earnings is out!!!
I will share all my thoughts below
Guidance was a beat and raise and the mgt team guide for their first positive adj EBITDA quarter in Q4
Massive Milestone
Semis-analysis says we’re just getting started
Citrini says we’re at the top
Both owned by the same guy… talk about hedging your bets
We’re past the mid-terms
Yields have fallen from 5.3% to 4.8%
Oil is well below $100
So why aren’t stocks reacting positively?
The market is repricing earnings
I’m expecting $12-14 in S&P 500 earnings revisions over the next 1-2 months from analysts
The S&P is basically every job site.
Five guys doing all the work while everybody else holds a shovel
AppLovin bought back approximately 1.21% of its total shares outstanding during Q3 2026
That is a 4.75% annualised rate
Mgt is really taking advantage of this dip
$APP
Classic Applovin $APP
Generate a ton of cash and give it all back to shareholders
The board also approved another $3.2B in share buybacks
$APP with an absolutely massive beat on the top and bottom line
Q4 guidance is also a massive beat!!!
Revenue: $2.38B vs $2.25B
Adj EBITDA: $2B vs $1.88B
$APP
This is insane!!!
Current analysts forecast Anthropic to generate $118B in free cash flow by 2030
Based on the present value of FCF, including cash and net debt
My fair value for $ANT is $92 based on 14.5B shares outstanding
market cap = $92 x 14.5B
market cap = $1.33T











