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Chartloom's AI flagged this as a top $RDDT risk back in March: AI search answering questions so users never click through to Reddit. This week Reddit said October search referrals fell by more than 1M a week.

Neocloud stocks, distance from their 52-week high: $NBIS -46.6% $CORZ -56.1% $CRWV -59.6% $WULF -60.4% $APLD -64.5% $IREN -67.9% $CIFR -74.9% $WYFI -77.7% All 8 are 45%+ below the peak. Median drawdown: about 62%.

8 of these 10 chip stocks sit 20% or more below their 52-week high, the usual bear-market line. $TSM -14.5% $NVDA -14.8% $ASML -20.0% $AMD -21.9% $MU -28.1% $AVGO -33.5% $QCOM -34.1% $MRVL -38.3% $SNDK -48.2% $INTC -54.5% Only $TSM and $NVDA are above it.

$INTC is down 29.68% today. The other 9 names here are down 3% to 9%. $NVDA -2.97% $TSM -3.43% $MU -3.45% $ASML -4.56% $AVGO -4.56% $MRVL -6.76% $QCOM -7.62% $SNDK -8.39% $AMD -9.18% $INTC -29.68%

Earnings this week. Tue: $SPCX $NFLX $ISRG $RTX $GM Wed: $META $TSLA $LRCX $TXN $IBM Thu: $PG $UNP $BX $LMT $SPOT Fri: $XOM $AXP $SLB Which report are you watching most?

Rough year for $FICO

AWS revenue grew 37% in Q2. Fastest growth in 18 quarters. $AMZN

People talk about the Mag 7 as if they are the same bet. They aren’t. $NVDA and $TSLA sit at opposite ends of the growth-versus-valuation spectrum.

ServiceNow’s current RPO reached $13.2B, up 21% YoY. That is future revenue already sitting inside contracts. The AI story has a backlog behind it. $NOW

What do you have your eyes on so far?

A quieter earnings week is ahead. Monday starts with $KMTS, $CBRL, $PLAY and $RGLT. Wednesday brings $FDX and $LEN.

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Paycom reduced shares outstanding by 20% in H1. Nearly $1.4B of repurchases funded the change. $PAYC

$ARM: the AI platform is getting wider Arm’s new AI Portal connects more than 22 million existing developers to optimized AI software. Cloud, edge, and physical AI.

Samsara CEO, Sanjit Biswas: “We crossed $2.1 billion in ARR, growing 30% year-over-year.” $IOT

Can we appreciate $META's gross margin?

$META +6% after Muse launched.

$AVGO's Q4 revenue guide is $34.8B. That's 93% YoY growth. Non-GAAP operating margin guide: 66%. Growth is accelerating.