Slowly starting to build a boring Dividend portfolio next to my growth portfolio is the best thing i could do.
It provides cash and pay for some bills. Hopefully to eventually pay so much i can retire.
8
I wonder how hard $NVDA will get hit on share price with this news out.
$NVDA CEO JENSEN HUANG’S DRAFT MEMO TO EMPLOYEES, OBTAINED BY AXIOS.
“I owe my family and all of you an apology.”
“I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”
“Leading NVIDIA is the privilege of my life.”
“I am fully committed to NVIDIA and will work to earn back your confidence.”
Regarding the national security investigation:
“I support the investigation and will cooperate fully.”
“My family bears no responsibility for my choices. I do. Please give them privacy.”
NVIDIA’s board has launched an independent investigation into reports that Huang was targeted by a foreign intelligence effort.
The board says it currently has no reason to believe U.S. national security or NVIDIA’s secrets were compromised.
1
42
Honestly wondering how often @SpaceX has to replace that deck?
And is it like watercooled like they do it with the process of hardening steel so that it get less warped? Or is it made of the same material they use on the rockets for going through the ozone?
Random thoughts.
4
Who ever makes these sort of video's.. I love it.. It hurts the portfolio but still LOL.
hopefully when everything goes up hard we will find another video but things that go well and up!
1
2
Typical democrats.. Voting for a Felon...
#BREAKING: Democrat who flipped House seat faces felony car theft charge in court next week.
1
11
For me the US going red or blue doesnt matter..
I'll be adding when it goes down.. But also will add when it goes up and i think the name is still undervalued.
8
Massive beat.. and flat..
This quarter is weird with the reports beating and then stocks being flat or dropping..
PALANTIR $PLTR Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $2.31B (Est. $2.18B) 🟢; +96% YoY
🔹 Adj. EPS: $0.44 (Est. $0.41) 🟢
🔹 US Commercial: $984M (Est. $943M) 🟢; +148% YoY
🔹 Adj. Op Income: $1.43B (Est. $1.26B) 🟢
Raises FY26 Guide:
🔹 Revenue: $8.530B-$8.534B (Est. $8.2B) 🟢
🔹 Adj. Op Income: $5.245B-$5.249B (Est. $4.76B) 🟢
🔹 Adj. FCF: $4.80B-$5.00B (Est. $4.52B) 🟢
🔹 US Commercial Revenue: >$3.6B
Q4 Guide:
🔹 Revenue: $2.649B-$2.653B (Est. $2.46B) 🟢
🔹 Adj. Op Income: $1.640B-$1.644B (Est. $1.41B) 🟢
Revenue Breakdown:
🔹 US Revenue: $1.94B; +119% YoY
🔹 US Government: $953M (Est. $862M) 🟢; +96% YoY
Other Q3 Metrics:
🔹 Adj. Oper Margin: 62%
🔹 Rule of 40: 158%
🔹 TCV: $2.92B; +6% YoY
🔹 US Commercial TCV: $1.46B; +11% YoY
🔹 US Commercial RDV: $6.52B; +79% YoY
Key Updates:
🔸 Closed 212 deals of at least $1 million, 107 deals of at least $5 million, and 64 deals of at least $10 million
Comments:
🔸 “The Sovereign AI movement is imposing the most dramatic dichotomy between haves and have nots that I have witnessed in 30 years of business. Every institution—government and commercial—is rapidly being forced, voluntarily or not, into one of these two categories,”
1
16
I dont think this week will be much of a green week. Midterms week.. Investors are probably waiting it out or selling some to cover a down drop.
1
1
14
To americans i got a question for you. When do you think about taxloss harvesting? December? Whole year?
I wonder if we get another massive drop last two months or if some of the harvesting already happened.
13
2022 Elon posted this. He was a Democrat before that time.
He then shifted and now those Democrats are after him.. As predicted..
This just shows how Democrats had no issue when he was a democrat, but if his opinion changes they want to seize/steal everything.
In the past I voted Democrat, because they were (mostly) the kindness party.
But they have become the party of division & hate, so I can no longer support them and will vote Republican.
Now, watch their dirty tricks campaign against me unfold … 🍿
27
Next week another earnings week.
Looking to tickers of my own: $PLTR $O $MCD $KMB $VST $STWD
Interested: $AAPL $CLX $AMD $Shop $QCOM $UBER $ZTS $BRK.A $ENB
Just to name a few.
#earnings for the week of November 2, 2026
earningswhispers.com/calweek
$AAPL $PLTR $AMD $DIBS $APP $AEHR $QCOM $AMC $SHOP $MRNA $SMCI $TXG $UBER $LITE $COHR $CHKP $KTOS $NVTS $ANET $FSLY $AAOI $BMRN $VSH $NET $OKLO $DOCS $TEM $PFE $CIFR $EL $CAVA $RIOT $BKNG $TEAM $NVO $ABNB $ETN $BXSL $MPC $FN $GFS $DDOG $MP $U $IREN $FISV $BROS $RUN $ALAB $ARM
ALT The most anticipated earnings releases for the week of November 2, 2026, are Apple #AAPL, Palantir Technologies #PLTR, Advanced Micro Devices #AMD, 1stDibs #DIBS, AppLovin #APP, Aehr Test Systems #AEHR, Qualcomm #QCOM, AMC Entertainment #AMC, Shopify #SHOP, and Moderna #MRNA.
81
The market was a bloodbath this week.
Crypto hack, more tention
Lots of good earnings and still down
All you can do is check your positions, if you have a good conviction on them, buy more or sit on your hands and wait.
Enjoy the weekend!
4
Massive numbers by $MSFT
MICROSOFT $MSFT Q1’27 EARNINGS HIGHLIGHTS
🔹 Revenue: $92.3B (Est. $90.69B) 🟢; +19% YoY
🔹 Adj. EPS: $4.89 (Est. $4.73) 🟢; +18% YoY
🔹 Oper Income: $45.9B (Est. $44.06B) 🟢; +21% YoY
🔹 Adj. Net Income: $36.4B (Est. $35.13B) 🟢
🔹 Azure: $33.2B (Est. $32.32B) 🟢; +48% YoY
🔹 Azure Growth ex-FX: +48% (Est. +45.2%) 🟢
🔹 Azure Growth: +48% YoY (Est. +44.7%) 🟢
🔹 Microsoft Cloud: $63.9B; +30% YoY
🔹 Commercial RPO: $677B (Est. $705.6B) 🔴
Agents and Infra:
🔹 Agents & Infra Revenue: $76.8B (Est. $75.6B) 🟢
🔹 Agents and Infra Operating Income: $40.6B
🔹 Industry Solutions: $5.3B (Est. $5.4B) 🔴
Devices and Consumer:
🔹 Devices & Consumer Revenue: $15.5B (Est. $15.0B) 🟢
🔹 Devices and Consumer Operating Income: $5.4B
🔹 Search & Advertising: $6.6B (Est. $6.4B) 🟢
🔹 XBOX: $5.4B (Est. $5.0B) 🟢; -2% YoY
🔹 Windows OEM & Devices: $3.6B (Est. $3.5B) 🟢
Financials:
🔹 CapEx: $39.4B (Est. $46.59B) 🟢
🔹 CapEx to Revenue: ~42.7%
Key Updates:
🔹 OpenAI Impact: $207M net gain; $0.03 EPS impact
Capital Return:
🔹 Returned $10.2B to shareholders via dividends & share repurchases
CEO Commentary – Satya Nadella:
🔸 “By helping organizations build and own their own intelligence, and earning trust through agent safety and security, we are translating our innovation into growing adoption and real-world impact across every industry.”
CFO Commentary – Amy Hood:
🔸 “Results exceeded expectations across revenue, operating income, and earnings per share.”
34
It's not damaging democracy.. It's exposing communism and fraud more often. So he can do less of it.
We've seen what happened in Paris and other parts of France recently because of him and his colleagues. He don't want others to see it.
16
