Day trader since 2000.
Wall Street, USA
Joined July 2012
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RoscoTrader retweeted
مصدر رفيع للحدث : أميركا أبلغت الوسيط القطري موافقتها على المقترح المقدم لإنهاء الحرب مع إيران #الحدث_عاجل
RoscoTrader retweeted
خبرگزاری فارس، وابسته به سپاه پاسداران، به نقل از یک منبع آگاه گزارش داد تبادل پیام میان جمهوری اسلامی و آمریکا از طریق واسطه‌ها امری متعارف است و تحول جدیدی در این زمینه رخ نداده است.
RoscoTrader retweeted
THE SOURCE STRESSED THAT UNTIL THE U.S. IMPLEMENTS IRAN’S SEVEN CONDITIONS THERE WILL DEFINITELY BE NO NEW EVENTS OR ACTIONS, AND CLARIFIED THAT THE STRAIT OF HORMUZ IS UNDER IRAN’S FULL MILITARY CONTROL, WITH NO AMERICAN VESSEL DARING TO APPROACH IT A FEW HUNDRED KILOMETERS AWAY - FARS NEWS
As OpenAI’s buying spree squeezes the world’s supply of RAM, its CEO explains why he needs so much. theverge.com/ai-artificial-i…
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RoscoTrader retweeted
SK HYNIX Q3 OPERATING PROFIT 83.3 TRLN WON, ABOVE THE LSEG SMARTESTIMATE OF 76.7 TRLN WON, WITH REVENUE 104.6 TRLN WON, ABOVE THE ESTIMATE OF 98.3 TRLN WON, BUT NET PROFIT 39.5 TRLN WON, BELOW THE ESTIMATE OF 55.4 TRLN WON
thewrap.com/ John Malone Predicts Over $8 Billion SpaceX-Skydance Partnership
The media mogul sees a potential investment and distribution deal, citing Elon Musk and Larry Ellison’s financial ties
RoscoTrader retweeted
BREAKTHROUGH U.S.–IRAN DEAL REPORTEDLY EXPECTED THIS WEEK
Sources familiar with mediation efforts told Al-Araby Al-Jadeed that a breakthrough agreement between Washington and Tehran could be announced this week.
Negotiators are reportedly working to narrow differences and secure mutual concessions to prevent renewed military escalation.
No agreement has been officially confirmed.
China to add AI, biopharma and solar tech to export control list asia.nikkei.com/business/tec… via @NikkeiAsia $FSLR
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AMSTERDAM, Oct. 15, 2026 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, announces that the Ferrovial-led consortium, Top End Mobility Group, has been selected to deliver the I-285 East Express Lanes project in Greater Atlanta, Georgia, a major public-private partnership led by the Georgia Department of Transportation (GDOT) and the State Road and Tollway Authority, with an expected construction value of $8.9 billion. $FER
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Generate will receive USD 30 million up-front, up to USD 35 million in early preclinical milestones, and a total of nearly USD 1.2 billion in milestones, plus tiered royalties for two initial programs, with an option to add a third $GENB
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RoscoTrader retweeted
T-Mobile Pushes Back After SpaceX Spectrum Deal Triggers Telecom Selloff trib.al/yGWivje
RoscoTrader retweeted
Netflix grows advertiser deals in Japan 12-fold s.nikkei.com/3THqrQ1
RoscoTrader retweeted
Starbucks statement on the Chipotle acquisition report:
"As a matter of policy, we don't comment on rumors and speculation. Our team is laser focused on executing our Back to Starbucks strategy. We have strong momentum and confidence in our long-term growth potential. We look forward to sharing our Q4 results, including FY27 guidance, later this month."
$SBUX $CMG
RoscoTrader retweeted
Re: FT OpenAI headline chaos.
CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT). "The way that they [OpenAI] have been reporting revenue has included some of these partnership deals"
The $50 billion ARR figure strips out those partnership deals.
RoscoTrader retweeted
IRAN TO RESPOND TO U.S. NUCLEAR PROPOSALS WITHIN DAYS
Iran’s foreign minister says negotiations with Washington remain ongoing through mediators, with messages still being exchanged.
Tehran has submitted a “seven-day plan” and is reviewing U.S. proposals.
Iran expects to deliver its response within the next few days, according to Tasnim.
This is a conditional commitment letter, not a closed facility, and the 8-K spends more words on what could go wrong than on the deal. The ones that bite:
Congressional authorization and appropriations. OSC needs reauthorization and money. In an election year, that's not a formality.
$750M minimum contribution from "Qualifying Sources." Wolfspeed must raise $750M of non-government equity or equity-like capital (counting back to June 28). $50M before the facility closes, $100M more before tranche two. That's dilution on top of the warrants. $WOLF
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RoscoTrader retweeted
So… according to UBS, Broadcom hasn’t lost TPU v9, and will take the lion’s share of v10?
That’s the exact opposite of the rumors we’ve been hearing so far.
$AVGO strong positive read-through from UBS TPU checks:
UBS says $AVGO remains deeply engaged beyond v8i, with a new 3nm multi-chip design expected to drive most 2028 volume, followed by a 2nm v10 that could take the lion’s share of Google TPU volume in 2029.
v10 seen using up to 16 dies, AVGO 3.5D packaging and 448G SerDes.
Pretty direct pushback on the “AVGO loses $GOOGL after v8” bear case.
