@jscherniack

Looking for the low hanging fruit in the puzzle of all puzzles. Trade Ideas/Opinions should not be blindly followed, no buy/sell solicitations here. sarcastic.

beacons.ai/joshscott
Joined November 2012
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5.1KMedia
$META starting off early Meta Announces Launch of Offering of Depositary Shares Representing Series A Mandatory Convertible Preferred Stock and Offering of Class A Common Stock in Connection with Forward Sale Agreements
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$META Launches Offering Of 250M Depositary Shares And $22.5B Offering Of Class A Common Stock In Connection With Forward Sale Agreements; Total Value Of Offering Seen At $95B
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BREAKING: Elon Musk says debt markets have “almost entirely shut off” access to money for any company without substantial revenue independent of AI data centers. Neoclouds are going to see “guppy-level death and consolidation,” Musk says.
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$NAAIM is absolutely nothing more than a small signal, if that... the amount of AUM controlled by member firms reveals almost nothing about institutional ownership. Two of the largest firms in the NAAIM manage about 1.5 and 1 billion. In a sea of trillions, this is not material
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The total AUM of the NAAIM members is about the size of one upper-tier Hedge Fund.
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So if you are a year late the late fee is $1,825,000,000….
Wall St Engine
@wallstengine20h
AI data center tenants are now demanding penalties of more than $5 million per day if developers fail to deliver power and facilities on time, up from around $1 million earlier this year, according to The Information.
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AI bulls vs bears simplified matrix, it's really not about whether the tech works, it does, capex vs realized revenue is the entire argument.
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$USO Multidecade highs on $USO, hate to see it, end the wars.
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34% chance, I’ll take the over
The Kobeissi Letter
@KobeissiLetterOct 23
BREAKING: There is now a new high 34% chance of US crude oil prices rising above $110/barrel by the end of this month. This comes as Brent crude oil prices are now less than 2% away from hitting a fresh 4-year high. $100+ oil is back.
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JSC retweeted
Kuppy
@hkuppyOct 22
Korean retail getting ready for the mkt to open…
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$WDC $BE
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#earnings after the close on Thursday, October 22, 2026 earningswhispers.com/calenda… $BE $WDC $MXL $RNG $NEM $SLM $DECK $VRSN $SRCE $FIX $KN $OMC $RHI $REXR $BWMX $MSBI $MRTN $KRC $KNSL $FRST $BYD $APPF $AMTB $ABCB $ENVA $JAKK $WSFS $SPFI $UVE $USCB $SSNC $HTH $GBCI $FIBK $EBC $BBD $ASB $BY $MYFW $FRBA $SIGI $SAM $PINE $ORC $CUBI $COLB
Earnings Whispers
@eWhispersOct 19
The most anticipated earnings releases for the week of October 19, 2026, are @netflix $NFLX, @Tesla $TSLA, @SpaceX $SPCX, Cleveland-Cliffs $CLF, @Bloom_Energy $BE, @IntuitiveSurg $ISRG, @IBM $IBM, @Meta $META, @GE_Aerospace $GE, and @GM $GM. earningswhispers.com/calweek #mostanticipated #earningsseason #earningscalendar #earningswhispers #netflix #tesla #spacex #earningswhisper #stockmarket #earnings
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The equity supply is also off the charts
Evan
@StockMKTNewzOct 22
Nvidia $NVDA CEO Jensen Huang said today “If you look at the fundamentals, the demand for the neo clouds is off the charts”
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VARA - next 13F due mid November , one of the largest ai exposed funds if not the largest as of June 30th. Nasty out there no doubt.
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Just about one week left for the founders accounts ⚠️ No brainer - too many benefits on those accounts to not at least open a small one at the very minimum just to secure the founders account status. Even if it's not your main one, doesn't need to be. Benefits that stick long term and the access is incredible. investorsunderground.com/cle…
🤝 Paid partnership

Become a Clear Street Founding Member

An invitation to become a Clear Street Founding Member. Applications close October 31st.

clearstreet.com
Nathan Michaud
@InvestorsLiveOct 3
Make sure to check this out! Applications close October 31st for the founders accounts. investorsunderground.com/cle… ✅ $250 Cash Credit ✅ 1-Month Free IU Access ✅ Founder's Club Status

Become a Clear Street Founding Member

An invitation to become a Clear Street Founding Member. Applications close October 31st.

clearstreet.com
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$AAPL is the most resilient mfking tech stock in the world.
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Near zero exposure to AI
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Where there is smoke there’s fire. $CRWVQ
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JSC@jscherniackOct 21
$LRCX x $TSLA (which has done nothing this year) not what you want to see, is $META enough to hold this up? Not sure about that, we need way more participation than this to inspire confidence in a new bull ride.
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😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂
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