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@DoTrading:THE AI TRADE SPLITS IN TWO - A Democratic Sweep Sparks a Rally, but Data-Center Stocks Face New Risks
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@SPACE ROCKET:$NVDA CALENDAR 261109/261104 CALL 210.0/CALL 210.0$ Take profit and roll another few days for extra pocket money
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@Isleigh:Marvell and Lumentum Lost Billions After Announcing a $115B AI Deal. I Think the Market Is Angry About the Wrong Thing.
$Alphabet(GOOG)$ Alphabet (GOOGL) watchlists investment case is attractive, but it is not risk-free. At $279.84 on 2026-11-01, shares traded at 14.6x trailing earnings, below their 22.3x historical forward-P/E average, while analystsâ mean target was $401.13. Revenue grew 24.7% year-on-year in 2026Q3 to $127.6 billion, and operating income reached $40.6 billion. However, revenue, EBIT and EPS all missed consensus; EPS fell 13.9% year-on-year. AI investment is driving cloud opportunity, but monetisation remains limited and infrastructure spending is pressuring free cash flow. The market has already repriced these execution concerns sharply. Diversification matters given regulatory and competitive threats. Information is for reference only and
$Alphabet(GOOG)$ Google is undergoing one of its biggest transformations as search shifts toward AI-driven answers and conversational tools. Its Gemini models are being integrated across Search, Android, Chrome and Workspace, potentially strengthening user engagement and creating new subscription and advertising opportunities. AI could help Google deliver more personalised results, improve commercial search and expand cloud demand. However, the transition also brings risks: higher computing costs, possible disruption to website traffic, regulatory scrutiny and intensifying competition from other AI platforms. Googleâs long-term potential depends on whether it can make AI useful and trusted while protecting the economics of its core advertising bu
Halloween Treats ⢠Hershey (HSY) This Halloween-themed graphic combines candy silhouettes, jack-oâ-lantern accents, and a subtle rising stock line. Halloween turns candy into more than a treat; it also spotlights The Hershey Company HSY.US , whose brands fill trick-or-treat bags across America. On October 30, 2026, Hershey closed at 165.61 USD, up 3.33% from the previous close, with 2.26 million shares traded. 1 Its market capitalization was about 33.28 billion USD, while the trailing dividend yield stood at 3.46%. Still, investors should look beyond seasonal excitement: cocoa costs, consumer demand, pricing power, and margins will shape performance after the pumpkins disappear. Hershey's defensive brand strength is attractive, but the stock remains sensitive to commodity inflation and exe
$Hershey(HSY)$ Halloween Treats ⢠Hershey (HSY) This Halloween-themed graphic combines candy silhouettes, jack-oâ-lantern accents, and a subtle rising stock line. Halloween turns candy into more than a treat; it also spotlights The Hershey Company HSY.US , whose brands fill trick-or-treat bags across America. On October 30, 2026, Hershey closed at 165.61 USD, up 3.33% from the previous close, with 2.26 million shares traded. 1 Its market capitalization was about 33.28 billion USD, while the trailing dividend yield stood at 3.46%. Still, investors should look beyond seasonal excitement: cocoa costs, consumer demand, pricing power, and margins will shape performance after the pumpkins disappear. Hershey's defensive brand strength is attractive
Halloween Treats ⢠Hershey (HSY) This Halloween-themed graphic combines candy silhouettes, jack-oâ-lantern accents, and a subtle rising stock line. Halloween turns candy into more than a treat; it also spotlights The Hershey Company HSY.US , whose brands fill trick-or-treat bags across America. On October 30, 2026, Hershey closed at 165.61 USD, up 3.33% from the previous close, with 2.26 million shares traded. 1 Its market capitalization was about 33.28 billion USD, while the trailing dividend yield stood at 3.46%. Still, investors should look beyond seasonal excitement: cocoa costs, consumer demand, pricing power, and margins will shape performance after the pumpkins disappear. Hershey's defensive brand strength is attractive, but the stock remains sensitive to commodity inflation and exe
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@YTigger:BigBear.ai (BBAI) Watchlistâs selloff following third-quarter results looked justified as investors focused on the loss rather than better revenue. The company reported a GAAP loss of $0.19 per share, wider than the $0.05 consensus loss, after a $76.7 million non-cash goodwill impairment and $21.9 million derivatives loss. Revenue rose 31% to $43.6 million and exceeded expectations, while 2026 revenue guidance of $150â165 million surpassed the $112.9 million consensus. Still, the market is questioning earnings quality and execution. Shares closed at $2.67 on October 30, rebounding 8.54%, but remain loss-making, with negative TTM EPS of $0.39 and a 9.0x sales multiple. The recovery needs margin improvement and conversion of growth into cash flow. Finally sell. Even though it a gd stock but
BigBear.ai (BBAI) Watchlistâs selloff following third-quarter results looked justified as investors focused on the loss rather than better revenue. The company reported a GAAP loss of $0.19 per share, wider than the $0.05 consensus loss, after a $76.7 million non-cash goodwill impairment and $21.9 million derivatives loss. Revenue rose 31% to $43.6 million and exceeded expectations, while 2026 revenue guidance of $150â165 million surpassed the $112.9 million consensus. Still, the market is questioning earnings quality and execution. Shares closed at $2.67 on October 30, rebounding 8.54%, but remain loss-making, with negative TTM EPS of $0.39 and a 9.0x sales multiple. The recovery needs margin improvement and conversion of growth into cash flow. Finally sell. Even though it a gd stock but
BigBear.ai (BBAI) - What hap Watchlists selloff following third-quarter results looked justified as investors focused on the loss rather than better revenue. The company reported a GAAP loss of $0.19 per share, wider than the $0.05 consensus loss, after a $76.7 million non-cash goodwill impairment and $21.9 million derivatives loss. Revenue rose 31% to $43.6 million and exceeded expectations, while 2026 revenue guidance of $150â165 million surpassed the $112.9 million consensus. Still, the market is questioning earnings quality and execution. Shares closed at $2.67 on October 30, rebounding 8.54%, but remain loss-making, with negative TTM EPS of $0.39 and a 9.0x sales multiple. The recovery needs margin improvement and conversion of growth into cash Finally selloff BBAI
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@Tiger_SG:đ Write & Winď˝Earnings Season: Hold or Sell?
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