To The Moon

How the Street Sees It: $QCOM & $ON Earnings Week 🚀 Hey everyone! Get ready, because the chips are down (and up!) this week. Last week’s analog rally from TI and friends really set the stage, and now it’s time to see if the momentum holds. We’ve got a classic "cyclical recovery" vibe going on, but not everyone is invited to the party. Let's dive in! 🍿 💡 Industry Backdrop: Why This Week Matters The recovery is officially broadening! Industrial is leading the charge, auto is holding up better than we feared, and pricing power is actually firming up (hello, MCUs!). The Vibe: Customer inventories are super low, lead times are stretching, and the focus is shifting toward premium tech. The Split: It’s a tale of two markets. Cyclical analog names are catching a serious wave 🌊, while smartphon

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I would  love and  [Smile]options handbook. can I buy one?

short

Investor Michael Burry's fund showed in its latest 13F report filed with the U.S. Securities and Exchange Commission (SEC) that Scion Asset Management, which he manages, bought put options on Nvidia and Palantir on a large scale. Targeting$Nvidia (NVDA) $The put contract of about 1 million shares (notional value of about 187 million US dollars), and about 5 million shares of Palantir (notional value of about 912 million US dollars)-the two combined are about 1.1 billion US dollars, accounting for about 80% of the fund's disclosed holdings.Burry's move was interpreted by the market as his strong skepticism about the AI boom (especially Nvidia in the field of chip + AI hardware and Palantir in the field of AI software/data analysis).Nvidia shares fell

Market is in tipsy correction 

$NVIDIA(NVDA)$   $Palantir Technologies Inc.(PLTR)$   Amazon Rallies to Record on $38B OpenAI–AWS Compute Pact Amazon shares closed 4% higher at a record after OpenAI signed a $38 billion multi-year capacity deal with Amazon Web Services, immediately tapping hundreds of thousands of Nvidia GPUs and securing room to scale through 2026. The agreement marks OpenAI’s biggest step away from Microsoft’s once-exclusive cloud, following the lapse of Microsoft’s preferential status and parallel cloud tie-ups with Oracle and Google. For AWS, the win bolsters momentum after >20% YoY growth last quarter and counters faster expansion at Azure a

$NVIDIA(NVDA)$   $Palantir Technologies Inc.(PLTR)$   Key Points OpenAI inks $38B AWS pact, Amazon hits record: OpenAI shifts compute to AWS’s Nvidia GPUs, diversifying beyond Microsoft; AMZN rallies as the deal underscores hyperscaler capex momentum and AI infrastructure scarcity. Aramco beats on higher output amid soft crude: Q3 adjusted net income rose to ~$28B; OPEC+ plans modest December hike while pausing further increases in Q1, keeping supply guidance in focus against new Russia sanctions. Palantir raises outlook on AI demand: Q3 revenue topped forecasts with U.S. government sales up 52%; FY guidance and FCF outlook increased,

Buckle up, tech enthusiasts! 😎 Navitas Semiconductor ( $Navitas Semiconductor Corp(NVTS)$ ) just dropped a bombshell Q3 report that's sending shockwaves through the semiconductor world. Revenue clocked in at a solid $10.1 million, edging out FactSet estimates of $10.0 million by a hair. But hold the confetti – the stock plummeted 11% in after-hours trading, erasing gains and leaving investors scratching their heads. Why the nosedive? Blame it on weak forward guidance: Q4 revenue projected at a measly $6.75-$7.25 million, way below the $10.05 million Wall Street was banking on. 📉 Ouch! Gross margins ticked up to 38.7%, and adjusted loss per share hit -$0.05 right on target, but year-over-year revenue tumbled from $21.7 million. Factors like China m

$Qualcomm(QCOM)$ is scheduled to report its fiscal Q4 2025 results after market close on November 5, 2025. The market consensus expects growth both year-over-year and quarter-over-quarter, with a strong focus on the company's diversification beyond smartphones. The sentiment is cautiously optimistic, driven by the company's recent strategic moves into the AI data center space and continued growth in its non-handset segments. Qualcomm (QCOM) Fiscal Q3 2025 Earnings Summary Qualcomm reported its fiscal Q3 2025 results on July 30, 2025, with performance generally hitting the high end of their guidance range, demonstrating the success of its diversification strategy amid continued, albeit slow, growth in its core mobile business. Key Segment Performan

$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed

This week, chip giants are stepping into the spotlight. ARM Holdings(ARM), Qualcomm(QCOM), Super Micro Computer(SMCI), and Advanced Micro Devices(AMD) are all set to release earnings. Who’s your top pick? Share your prediction in the comments below!💡 Earnings Highlights $Advanced Micro Devices(AMD)$ (After market close on Nov 4)Analysts expect Q3 FY2025 revenue of $8.74 billion (+28% YoY) and EPS of $1.16.Key focus: Will MI300 GPU shipments hit 250,000 units? How will the OpenAI compute partnership ramp up, and can AMD further expand its AI PC footprint?If data center revenue surpasses 45% of total, it could validate AMD’s long-term AI substitution thesis. $SUPER MICRO COMPUTER INC(SMCI)$ (After market clo

$SMCI 20260116 28.0 CALL$ 

$SUPER MICRO COMPUTER INC(SMCI)$ $51.96 (+3.16%): AI hardware rebound steadies near $52; momentum neutralizing into earningsMarket Recap (as of Oct 31, 2025): Super Micro Computer Inc. (SMCI) closed +3.16% higher at $51.96, recovering modestly from early-week softness. Intraday range $50.80–$52.99 on volume ~19.8M (vs 30.6M avg) signals cautious accumulation ahead of next week’s earnings (Nov 4). Broader AI-server sentiment improved, tracking $NVIDIA(NVDA)$ ’s and $Advanced Micro Devices(AMD)$ ’s late-session bounce. The stock remains roughly 13% below October’s swing high near $59, stabilizing above its short-term moving averages.Technical Indicators Analysis: Mo

Here’s a curated watchlist featuring names that made it through October to qualify for both my focus and stalk lists (displayed using tradingview’s Advanced View watchlist option). $Rigetti Computing(RGTI)$ $Taiwan Semiconductor Manufacturing(TSM)$ $AppLovin Corporation(APP)$ $Oklo Inc.(OKLO)$ $Tempus AI(TEM)$ $CoreWeave, Inc.(CRWV)$ $Tesla Motors(TSLA)$ $Borr Drilling Ltd(BORR)$ $Babcock & Wilcox Enterprises(BW)$<

The biggest theme across Nvidia GTC event & the $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Alphabet(GOOG)$ & $Microsoft(MSFT)$ earnings was compute demand is exploding but power delivery struggles to keep up.That’s why the Nvidia’s 800V DC Alliance matters since it’s how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits.The companies in this group are building that layer of the AI stack:1. $STMicroelectronics NV(STM)$ scaling SiC devices from EVs to data center energy systems2.

$Navitas Semiconductor Corp(NVTS)$  Navitas Semiconductor might not be a household name yet, but it’s one of those smaller tech companies quietly working on the kind of technology that could shape the future. The stock trades around USD 13–14 per share, and while it’s much smaller than the big tech names, its ideas are big. The company focuses on gallium nitride (GaN) and silicon carbide (SiC) semiconductors — advanced materials that are faster, more efficient, and more compact than traditional silicon chips. These chips are becoming crucial in electric vehicles, renewable energy systems, and even the power supplies behind AI data centers. Financially, Navitas is still in the early growth phase. It made around USD 83 million in revenue last y

TigerGPT Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast for Q3 2025: -$0.05 - Actual for Q3 2024: -$0.06 - Percentage Change: +16.67% - Significance: The improvement in EPS indicates a positive trend in the company's profitability, suggesting better cost management or increased revenue. **Total Revenue:** - Forecast for Q3 2025: $10,061,130 - Actual for Q3 2024: $21,681,000 - Percentage Change: -53.61% - Significance: The significant decrease in revenue suggests potential challenges in sales or market conditions, which could impact overall financial performance. **EBIT:** - Forecast for Q3 2025: -$11,640,000 - Actual for Q3 2024: -$12,747,000 - Percentage Change: +8.69% - Significance: The improvement in EBIT indicates b

$SMCI 20251017 47.0 CALL$ peanut

$Navitas Semiconductor Corp(NVTS)$ Still bullish on Navitas! NVTS is building a solid base here. Just waiting for a catalyst—strong earnings or a design-win—to ignite the move. My thesis holds strong; patience will pay off.

How the Street Sees It: $QCOM & $ON Earnings Week 🚀 Hey everyone! Get ready, because the chips are down (and up!) this week. Last week’s analog rally from TI and friends really set the stage, and now it’s time to see if the momentum holds. We’ve got a classic "cyclical recovery" vibe going on, but not everyone is invited to the party. Let's dive in! 🍿 💡 Industry Backdrop: Why This Week Matters The recovery is officially broadening! Industrial is leading the charge, auto is holding up better than we feared, and pricing power is actually firming up (hello, MCUs!). The Vibe: Customer inventories are super low, lead times are stretching, and the focus is shifting toward premium tech. The Split: It’s a tale of two markets. Cyclical analog names are catching a serious wave 🌊, while smartphon