Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

Things are kinda complicated on the US side but sell the news is one of the best plays in high momentum stocks -if you do it for the right asset- Missed the dip but bought it from daily open. Still holding. Maybe I can sell some before the earnings and some after but my expectation is simply beating expected amounts. Lets see how $META is doing today.

$NVDA CEO Jensen Huang says personalized AI agents like $META Muse and $SPCX Grok Bot will send token usage "through the roof" as agents already consume ~5x more tokens than human users on OpenRouter. AI compute demand will keep growing for years.

SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $14.6B; +161% YoY 🔹 EPS: $0.35 🔹 Net Income: $4.4B 🔹 Adjusted EBITDA: $8.8B; +306% YoY Capital Expenditures: 🔹 Total: $19.6B 🔹 Operating Cash Flow: $13.1B Segment Revenue: 🔹 Space: $1.8B; +6% YoY 🔹 Connectivity: $5.2B; +69% YoY 🔹 SI: $7.6B; +830% YoY Announcements: 🔹 First revenue-generating Starship mission successfully launched 🔹 Starbase, Louisiana next-generation spaceport planned 🔹 Grok Bot introduced as an always-on agentic SI system Other Q3 Metrics: 🔹 Starlink Consumer Subscribers: 13.6M

TRUMP REPORTEDLY CAME VERY CLOSE TO ORDERING STRIKES ON IRAN The Trump administration came “very close” to approving military strikes on Iran on at least one recent occasion, sources told The Jerusalem Post. Trump has pledged no new strikes before November 3, but Iranian officials told Reuters they expect U.S. bombing to resume eventually.

TSMC $TSM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $46.72B (Est. $44.93B) 🟢; +41.2% YoY 🔹 EPS: $4.60 (Est. $4.48) 🟢; per ADR 🔹 Gross Margin: 66.4% (Est. 66.3%) 🟡 🔹 Oper Margin: 58.7% (Est. 57.7%) 🟢 🔹 Net Income: NT$763.06B (Est. NT$737.9B) 🟢 🔹 Net Profit Margin: 51.1% Revenue by Platform: 🔹 HPC: 68%; +22% QoQ 🔹 Smartphone: 21%; +10% QoQ 🔹 IoT: 4%; +5% QoQ 🔹 Automotive: 4%; +23% QoQ 🔹 DCE: 1%; -12% QoQ 🔹 Others: 2%; -10% QoQ Technology Mix (Wafer Revenue): 🔹 2nm: 8% 🔹 3nm: 33% 🔹 5nm: 28% 🔹 7nm: 10% 🔹 7nm and below: 79% Other Q3 Metrics: 🔹 Wafer Shipments: 4,476 Kpcs; +9.6% YoY 🔹 North America: 79% of revenue 🔹 ROE: 45.5% 🔹 OpEx: 7.8% of revenue 🔹 Inventory Days: 82; -5 days QoQ 🔹 CapEx: $13.84B; $40.64B YTD 🔹 Free Cash Flow: NT$476.56B Key Updates: 🔸 Gross margin was 1.3 ppts lower than 2Q26, primarily due to the margin dilution from the initial ramp-up of N2 technology. 🔸 Non-operating items were a gain of NT$34.59B, vs NT$95.83B in 2Q26, which included disposal and mark-to-market gains on VIS shares. 🔸 Diluted EPS NT$29.43 (+68.7% YoY); revenue NT$1,494.24B (+50.9% YoY)

RWA went vertical while everyone was busy calling crypto dead

Ninja Squad Ecosystem is live. 🥷 A trader's every need. $NST